| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| WILLETT, ZEVENBERGEN & BENNETT, LLP | 1,900 | 0 | 0 | 0 |
| Category | Amount |
|---|---|
| NONE | 0 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL #1254 | 340,196 | 670,882 |
| RAYMOND JAMES FINANCIAL #2637 | 55,197 | 1,917,998 |
| Description | Amount |
|---|---|
| FMV OF AMAZON.COM STOCK DONATION IN EXCESS OF COST BASIS | 54,950 |
| PRIOR YEAR MSFT COST BASIS ADJUSTMENT | 3,687 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL | 2,987 | 2,987 | 0 | 0 |
| STATE LICENSE FEES | 120 | 0 | 0 | 0 |
| BANK FEE | 45 | 0 | 0 | 0 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| 2024 FORM 990-PF | 1,942 | 0 | 0 | 0 |