| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ACCOUNTING | 3,375 | 0 | 3,375 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| FIDELITY INVESTMENTS | 2,924,895 | 4,728,007 |
| BRIDGEWRIGHT | 1,284,432 | 1,406,982 |
| GIFTED STOCK - DEFERRED GAIN AT GIFT DATE | 27,673 | 0 |
| Description | Amount |
|---|---|
| ADJ DONATED STOCK SOLD BASIS TO DONOR'S ORIGINAL COST | 30,078 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| BROKERAGE FEES | 42,342 | 42,342 | 0 |
| Name | Address |
|---|---|
| MARLENE BETTEN |
5901 28TH ST SE GRAND RAPIDS,MI49546 |
|
BETTEN IMPORTS INC |
5901 28TH ST SE GRAND RAPIDS,MI49546 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FOREIGN TAX | 940 | 940 | 0 | |
| INCOME TAXES | 2,715 | 0 | 0 |