| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Tax Return Prep | 475 | 475 | 475 | 0 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| TIAA-CREF | 89,071 | 96,339 |
| Description | Amount |
|---|---|
| Uncashed Check | 5,000 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Excise Tax | 198 | 198 | 198 | 0 |