| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| DAVID BERTELETTI CPA | 850 | 850 |
| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990PF PART VIII LINE 1 | GRANT MAKING ORGANIZATION |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| AMAZON | 10,289 | 23,082 |
| CITIGROUP | 12,506 | 35,007 |
| NVIDIA | 11,090 | 46,625 |
| UPS | 12,192 | 9,919 |
| UNITEDHEALTH GROUP | 13,372 | 16,506 |
| Description | Amount |
|---|---|
| NET CAPITAL GAIN | 6,332 |
| ROUNDING | 2 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| US TREASURY - IRS | 52 | |||
| COMMONWEALTH OF MASSACHUSETTS | 65 |