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SANTONI SCHOLARSHIP FUND. 10000 CREIGHTON UNIVERSITY 2500 CALIFORNIA PLAZA OMAHA NE 68178 NONE PC TO SUPPORT THE FATHER HART SCHOLARSHIP FUND. 5000 DISCIPLES WOMEN PO BOX 1986 INDIANAPOLIS IN 46206 NONE PC TO SUPPORT THE WALK AGAINST HUMAN TRAFFICKING. 2500 FIRST CHRISTIAN CHURCH OF ORANGE 1130 E WALNUT AVE ORANGE CA 92867 NONE PC TO SUPPORT THE GENERAL FUND. 5000 GARY AND MARY WEST HEALTH POLICY CENTER INC 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 NONE POF TO SUPPORT GENERAL OPERATIONS. 180000 GARY AND MARY WEST HEALTH POLICY CENTER INC 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 NONE POF EXPENDITURE RESPONSIBILITY GRANT1. MEDICARE COST-SHARING REFORM2. VALUE-BASED INSURANCE DESIGN (V-BID)3. TRANSPARENCY4. DISEASE MANAGEMENT AND CARE COORDINATION 2320000 GARY AND MARY WEST HEALTH POLICY CENTER INC 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 NONE POF EXPENDITURE RESPONSIBILITY GRANT1. MEDICARE COST-SHARING REFORM2. VALUE-BASED INSURANCE DESIGN (V-BID)3. TRANSPARENCY4. DISEASE MANAGEMENT AND CARE COORDINATION 2922526 GARY AND MARY WEST WIRELESS HEALTH INSTITUTE 3344 NORTH TORREY PINES LA JOLLA CA 92037 NONE PC TO SUPPORT THE APPLIED MEDICAL RESEARCH GRANT PROJECT. 10328829 GIFFORD MEDICAL CENTER INC PO BOX 2000 RANDOLPH VT 05060 NONE PC TO SUPPORT THE AGING IN PLACE ASSISTED LIVING FACILITY AND SENIOR CENTER. 10000 GOODWILL INDUSTRIES INC 4805 N 72ND STREET OMAHA NE 68134 NONE PC TO SUPPORT THE YOUTH BUILD OMAHA INTERGENERATIONAL PROJECT WITH REBUILDING TOGETHER OMAHA. 75000 GRANTMAKERS IN AGING 2001 JEFFERSON DAVIS HIGHWAY SUITE 504 ARLINGTON VA 22202 NONE PC TO SUPPORT THE ANNUAL CONFERENCE AND CONTENT FOCUSED ON AGING IN PLACE AND THE IMPORTANCE FOCUSED ON AGING IN PLACE AND THE IMPORTANCE OF INNOVATIVE SENIOR CENTERS THAT UTILIZE A COLLABORATIVE APPROACH TO "CARE" FOR DISENFRANCHISED SENIORS. 10000 HEARTS UNITED FOR ANIMALS 73420 638TH AVENUE AUBURN NE 68305 NONE PC A CHALLENGE GRANT TO SUPPORT THE CONSTRUCTION OF A MULTI-PURPOSE BUILDING THAT WILL ALLOW HEARTS UNITED FOR ANIMALS TO EXTEND ITS EMERGENCY TRIAGE CAPACITY AND PROVIDE A YEAR ROUND TRAINING FACILITY THAT WILL IMPROVE THE ADOPTABILITY OF RESCUED DOGS. 80000 HEARTS UNITED FOR ANIMALS 73420 638TH AVENUE AUBURN NE 68305 NONE PC TO SUPPORT THE CONSTRUCTION OF A MULTI-PURPOSE BUILDING THAT WILL ALLOW HEARTS UNITED FOR ANIMALS TO EXTEND ITS EMERGENCY TRIAGE CAPACITY AND PROVIDE A YEAR ROUND TRAINING FACILITY THAT WILL IMPROVE THE ADOPTABILITY OF RESCUED DOGS. 80000 HEARTS UNITED FOR ANIMALS 73420 638TH AVENUE AUBURN NE 68305 NONE PC TO SUPPORT THE ESTABLISHMENT OF A PARTNERSHIP WITH A HIGH QUALITY PET CARE BUSINESS IN WEST OMAHA TO SERVE AS AN ADOPTION SITE FOR RESCUED DOGS. 25000 JUMA VENTURES 625 BROADWAY SUITE 910 SAN DIEGO CA 92101 NONE PC TO SUPPORT THE PATHWAYS PROGRAM IN SAN DIEGO BY BUILDING A NEW DONOR BASE THROUGH A CHALLENGE GRANT. 25000 JUMA VENTURES 625 BROADWAY SUITE 910 SAN DIEGO CA 92101 NONE PC TO SUPPORT THE PATHWAYS PROJECT. 25000 LEGAL AID SOCIETY OF SAN DIEGO INC 110 SOUTH EUCLID AVENUE SAN DIEGO CA 92114 NONE PC TO SUPPORT THE HEALTH ADVOCACY PROJECT AND CYBER CAFE AT THE GARY AND MARY WEST SENIOR WELLNESS CENTER. 161250 MEALS-ON-WHEELS GREATER SAN DIEGO INC 2254 SAN DIEGO AVENUE 200 SAN DIEGO CA 92110 NONE PC TO SUPPORT THE EXPANSION OF MEAL SERVICES TO EAST COUNTY. 50000 NEW SCHOOLS FOR CHICAGO 21 SOUTH CLARK STREET SUITE 4301 CHICAGO IL 60603 NONE PC TO SUPPORT JOHNSON COLLEGE PREP AND THE CREATION OF NEW QUALITY PUBLIC SCHOOLS IN CHICAGO. 2500 NOTRE DAME HOUSING INC 3439 STATE STREET OMAHA NE 68112 NONE PC TO SUPPORT CAPACITY BUILDING. 10000 PACIFIC RIDGE SCHOOL 6269 EL FUERTE STREET CARLSBAD CA 92009 NONE PC TO SUPPORT GENERAL OPERATIONS IN A COMMUNITY THAT FOSTERS ACADEMIC EXCELLENCE, ETHICAL RESPONSIBILITY AND GLOBAL ENGAGEMENT. 5000 PAWS'ITIVE TEAMS 7031 CARROLL RD SAN DIEGO CA 92121 NONE PC TO SUPPORT THE EXECUTIVE DIRECTOR'S SALARY. 25000 PLAYWRIGHTS PROJECT 3675 RUFFIN ROAD SUITE 330 SAN DIEGO CA 92123 NONE PC TO SUPPORT GENERAL OPERATIONS. 5000 REBUILDING TOGETHER OMAHA 2316 SOUTH 24TH STREET OMAHA NE 68108 NONE PC TO SUPPORT THE NEW EXECUTIVE DIRECTOR AND THE DEVELOPMENT OF AN EFFECTIVE FUNDRAISING PROGRAM. 75000 REBUILDING TOGETHER OMAHA 2316 SOUTH 24TH STREET OMAHA NE 68108 NONE PC TO SUPPORT THE RESOURCE DEVELOPMENT MANAGER POSITION. 25000 REBUILDING TOGETHER OMAHA 2316 SOUTH 24TH STREET OMAHA NE 68108 NONE PC TO SUPPORT THE NEW EXECUTIVE DIRECTOR AND THE DEVELOPMENT OF AN EFFECTIVE FUNDRAISING PROGRAM. 75000 SAN DIEGO POLICE FOUNDATION 444 WEST BEECH STREET SUITE 250 SAN DIEGO CA 92101 NONE PC TO SUPPORT A K9 UNIT ASSIGNED TO SAN DIEGO UNIFIED SCHOOL DISTRICT IN SUPPORT OF DRUG ENFORCEMENT AND EDUCATION. 60000 SAN DIEGO PUBLIC LIBRARY FOUNDATION 330 PARK BOULEVARD SAN DIEGO CA 92101 NONE PC TO SUPPORT THE DIRECTOR OF INTERNSHIPS AND CAREER SERVICES. 150000 SENIOR COMMUNITY CENTERS OF SAN DIEGO 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 NONE PC TO SUPPORT THE SCC TECHNOLOGY UPGRADE INITIATIVE. 25000 SENIOR COMMUNITY CENTERS OF SAN DIEGO 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 NONE PC TO SUPPORT THE GARY AND MARY WEST SENIOR WELLNESS CENTER OPERATIONS PROJECT. 128000 SENIOR COMMUNITY CENTERS OF SAN DIEGO 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 NONE PC TO SUPPORT THE GARY AND MARY WEST SENIOR WELLNESS CENTER OPERATIONS PROJECT. 139148 SENIOR COMMUNITY CENTERS OF SAN DIEGO 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 NONE PC TO SUPPORT PHASE I OF THE COORDINATED CARE INITIATIVE. 130000 SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 NONE PC CHALLENGE GRANT TO SUPPLEMENT THE GENERAL OPERATING GRANT FOR FISCAL YEAR 2015. 125555 SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 NONE PC GMWSWC FISCAL YEAR 2015 GENERAL OPERATING SUPPORT. 112500 SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 NONE PC TO SUPPORT A SIX MONTH CAPACITY BUILDING GRANT FOR PHASE II OF THE COORDINATED CARE INITIATIVE. 80375 SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 NONE PC TO SUPPORT DESIGN AND CONSULTING TO ADVANCE THE DEVELOPMENT OF A DENTAL CLINIC AT GMWSWC. 25200 UNIVERSITY OF ILLINOIS FOUNDATION 515 EAST GREGORY DRIVE CHAMPAIGN IL 61820 NONE PC TO SUPPORT GENERAL OPERATIONS OF THE UNIVERSITY OF ILLINOIS COLLEGE OF BUSINESS. 10000 UNIVERSITY OF NEBRASKA FOUNDATION 2285 SOUTH 67TH STREET SUITE 200 OMAHA NE 68106 NONE PC TO SUPPORT GENERAL OPERATIONS. 2500 25502393 0 14 5939835 14 138677 18 1072461 0 7150973 0 7150973 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 61115 48892 0 12223 GARY AND MARY WEST HEALTH POLICY CENTER INC (EIN 27-5388874) 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 2013-12-01 180000 TO SUPPORT THE GARY AND MARY WEST HEALTH POLICY CENTER (THE "POLICY CENTER") IN RESEARCH OBJECTIVES IN THE AREAS OF MEDICARE REFORM AND VALUE-BASED INSURANCE DESIGN. THE AMOUNT EXPENDED BY THE POLICY CENTER IN 2014 WAS $180,000. THE AMOUNT DISTRIBUTED BY THE GARY AND MARY WEST FOUNDATION IN 2014 WAS $180,000. THERE WERE NO EXPENDITURES BY THE POLICY CENTER IN 2013. THERE WERE NO DISTRIBUTIONS BY THE GARY AND MARY WEST FOUNDATION IN 2013. 180000 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. 01/29/2014 AND 02/02/2015 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. CENTER FOR MEDICAL INTEROPERABILITY (EIN 46-3191908) 3344 NORTH TORREY PINES COURT PLAZA LEVEL LA JOLLA CA 92037 2013-07-18 3704155 THE PURPOSE OF THE CENTER IS TO SEEK TO OPTIMIZE PATIENT CARE BY ADVANCING THE SAFETY, QUALITY, AND AFFORDABILITY OF U.S. HEALTHCARE DELIVERY EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES UNDER SECTION 501(C)(3) OF THE TAX CODE.THE AMOUNT EXPENDED IN 2014 WAS $2,951,398. THE AMOUNT DISTRIBUTED BY THE GARY AND MARY WEST FOUNDATION IN 2014 WAS $2,951,398.THE AMOUNT EXPENDED IN 2013 WAS $752,757. THE AMOUNT DISTRIBUTED BY THE GARY AND MARY WEST FOUNDATION IN 2013 WAS $752,757. 3704155 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. 10/11/2013, 01/15/2014, AND 01/30/2015 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. GARY AND MARY WEST HEALTH POLICY CENTER INC (EIN 27-5388874) 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 2014-01-01 2320000 TO SUPPORT THE GARY AND MARY WEST HEALTH POLICY CENTER (THE "POLICY CENTER") IN RESEARCH OBJECTIVES IN THE AREAS OF MEDICARE COST-SHARING REFORM, VALUE-BASED INSURANCE DESIGN, TRANSPARENCY, AND DISEASE MANAGEMENT AND CARE COORDINATION. THE AMOUNT EXPENDED BY THE POLICY CENTER IN 2014 WAS $2,320,000. THE AMOUNT DISTRIBUTED BY THE GARY AND MARY WEST FOUNDATION IS 2014 WAS $2,320,000. 2320000 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. 01/29/2014 AND 02/02/2015 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. GARY AND MARY WEST HEALTH POLICY CENTER INC (EIN 27-5388874) 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 2014-03-24 2922526 TO SUPPORT THE GARY AND MARY WEST HEALTH POLICY CENTER (THE "POLICY CENTER") IN RESEARCH OBJECTIVES IN THE AREAS OF MEDICARE COST-SHARING REFORM, VALUE-BASED INSURANCE DESIGN, TRANSPARENCY, AND DISEASE MANAGEMENT AND CARE COORDINATION. THE AMOUNT EXPENDED BY THE POLICY CENTER IN 2014 WAS $2,922,526. THE AMOUNT DISTRIBUTED BY THE GARY AND MARY WEST FOUNDATION IS 2014 WAS $2,922,526. 2922526 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. 02/02/2015 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. FORM 990-PF; PART VII-B; QUESTION 1A(4) WEST FAMILY INVESTMENTS, INC. PROVIDED INVESTMENT MANAGEMENT SERVICES TO THE GARY AND MARY WEST FOUNDATION DURING 2014 FOR A MARKET BASED FEE. WEST FAMILY INVESTMENTS, INC. IS OWNED 100% BY GARY AND MARY WEST, SUBSTANTIAL CONTRIBUTORS TO THE FOUNDATION. THIS IS EXCEPTED FROM SELF-DEALING BY IRC SECTION 4941(D).WEST DEVELOPMENT, LLC PROVIDED PROFESSIONAL INFORMATION TECHNOLOGY SERVICES TO THE GARY AND MARY WEST FOUNDATION DURING 2014 FOR A MARKET BASED FEE. WEST FAMILY HOLDINGS, LLC IS THE SOLE MEMBER OF WEST DEVELOPMENT, LLC. THE TWO MEMBERS OF WEST FAMILY HOLDINGS, LLC ARE THE GARY L. WEST 2010 REVOCABLE LIVING TRUST AND THE MARY E. WEST 2010 REVOCABLE LIVING TRUST. BOTH MEMBERS OWN 50% OF WEST FAMILY HOLDINGS, LLC. THIS IS EXCEPTED FROM SELF-DEALING BY IRC SECTION 4941(D). FORM 990-PF; PART VII-A; QUESTION 11 THE GARY AND MARY WEST FOUNDATION IS THE SOLE PERMANENT MEMBER OF THE CENTER FOR MEDICAL INTEROPERABILITY, INC. ("THE CENTER"), A SEPARATE NON-PROFIT, NON-STOCK CORPORATION ORGANIZED FOR CHARITABLE PURPOSES CONSISTENT WITH, BUT DIFFERENT FROM, THOSE OF THE FOUNDATION. THE CONTROLLING ENTITY MEANING OF SECTION 512(B)(13) WAS APPLICABLE UNTIL OCTOBER 31, 2014. IN SEPTEMBER 2015, THE FOUNDATION WITHDREW AS PERMANENT MEMBER OF THE CENTER. THE FOUNDATION RECEIVED NO PAYMENTS FROM THE CENTER FOR MEDICAL INTEROPERABILITY, INC. IN 2014 AND DOES NOT ANTICIPATE RECEIVING ANY SUCH PAYMENTS IN THE FUTURE. 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PFD USD 1.9500(7.80%) SERIES F 101065 101065 KBR, INC. CMN 50850 50850 KINDER MORGAN INC CMN CLASS P 118468 118468 KRAFT FOODS GROUP, INC. CMN 417692 417692 LEVEL 3 COMMUNICATIONS, INC. CMN 8748753 8748753 MEDLEY CAPITAL CORPORATION CMN 463663 463663 MFA FINANCIAL, INC. CMN 2327647 2327647 MONDELEZ INTERNATIONAL, INC. CMN 726500 726500 MOTORS LIQUIDATION COMPANY GUC TRUST 48741 48741 MVC CAPITAL, INC. CLOSED END FUND 900585 900585 NEW MEDIA INVESTMENT GROUP, INC. CMN 20464 20464 NEW MOUNTAIN FINANCE CORP. CMN 2015421 2015421 NEW RESIDENTIAL INVESTMENT CORP. CMN 76620 76620 NEW SENIOR INVESTMENT GRP, INC. CMN 32900 32900 NEWCASTLE INVESTMENT CORPORATION CMN 8980 8980 NEWTEK BUSINESS SVCS CORPORATION CMN 369000 369000 NSTAR ELECTRIC COMPANY PFD USD4.2500(4.25%) 712500 712500 PENNANTPARK INVESTMENT CORP. MUTUAL FUND 1624055 1624055 PETROLEO BRASILEIRO S.A. - PETROBRAS SPONSORED ADR CMN 146000 146000 PFIZER, INC. CMN 2192088 2192088 REDDY ICE HOLDINGS, INC. CMN 153006 153006 REDDY ICE HOLDINGS, INC. CONV PFD USD0.0000 CLASS A 44317 44317 REGENCY ENERGY PARTNERS, LP CMN LTD PARTNER INTERESTS 206400 206400 SANDRIDGE ENERGY, INC. CMN 23813 23813 SIERRA METALS, INC. CMN 418507 418507 SILVER BAY REALTY TRUST CORP. CMN 83032 83032 SO.CALIF.EDISON 4.24% PFD 545000 545000 SOLAR CAPITAL LTD. CMN 1727717 1727717 SOLAR SENIOR CAPITAL LTD. CMN 1094127 1094127 STARWOOD PROPERTY TRUST INC. CMN 649604 649604 STARWOOD WAYPOINT RESIDENTIAL TRUST CMN 147408 147408 TETRAGON FINANCIAL GROUP LTD. CMN 604781 604781 TOTAL SA SPONSORED ADR CMN 71680 71680 TRANSATLANTIC PETROLEUM LTD. CMN 295200 295200 TRANSOCEAN LTD. CMN 304278 304278 TRAVELCENTERS OF AMERICA, LLC CMN 94398 94398 TWO HARBORS INVESTMENT CORP. CMN 1430966 1430966 URANIUM PARTICIPATION CORPORATION CMN 254114 254114 WASHINGTON GAS LT CO PFD USD4.2500(4.25%) 180500 180500 ZAIS FINL CORP. CMN 51750 51750 ZIMMER HLDGS, INC. CMN 226840 226840 ZOETIS, INC. CMN CLASS A 911117 911117 ARENA-PLASTIC VENTURES FMV 1351037 1351037 ARIAS RESOURCE CAPITAL FMV 745563 745563 BLUE RIVER ARBITRAGE FMV 3786533 3786533 CONATUS CAPITAL OVERSEAS FMV 1525069 1525069 CUMBERLAND BENCHMARKED FMV 1876295 1876295 DIALECTIC ANTITHESIS OFF FMV 641999 641999 EMERGING EUROPE FMV 603948 603948 EQUITY AND INDEX OPTION CONTRACTS FMV 26650 26650 ETON PARK OVERSEAS FUND FMV 2560611 2560611 FORTRESS LIFE SETTLEMENTS FMV 533845 533845 FORTRESS MSR FMV 798852 798852 GCP FUND III REIT & CORP FMV 2348007 2348007 GLOBAL PARTNERS FMV 1958453 1958453 GS ANCHORAGE FMV 355893 355893 GS LIBERTY HARBOR FMV 51192 51192 GS MEZZANINE FMV 1071821 1071821 INVESCO MORTG RECOVERY FMV 683939 683939 MARATHON EUROPEAN CREDIT FMV 583662 583662 OAKTREE RE DEBT FUND CAYMAN FMV 65483 65483 OHA EUROPEAN SCF OFFSHORE FMV 743306 743306 OHA SCF PARALLEL FMV 633990 633990 PASSPORT MATERIAL FMV 74509 74509 PONDFIELD CAPITAL, LLC FMV 2047018 2047018 SENATOR SIDECAR OFFSHORE FMV 434919 434919 SILVER POINT FMV 227558 227558 SKELLIG OFFSHORE FMV 58796 58796 SUMMIT WATER DEVELOPMENT FMV 2213011 2213011 SUTHERLAND ASSET MANAGEMENT CORPORATION CMN REIT FMV 750000 750000 VIRGO-WALNUT FMV 761014 761014 WTS/GENERAL MOTORS COMPANY 10.0000 EXP 07/10/2016 FMV 6721 6721 WTS/GENERAL MOTORS COMPANY 18.3300 EXP 07/10/2019 FMV 4556 4556 XPV WATER FUND FMV 917477 917477 FURNITURE & EQUIPMENT 146194 72192 74002 74002 COMPUTER EQUIPMENT 48079 48079 0 LEASEHOLD IMPROVEMENTS 27179 25367 1812 1812 LEASEHOLD IMPROVEMENTS UNDER CONSTRUCTION 233934 0 233934 233934 LEGAL FEES 45923 2485 0 44535 SECURITY DEPOSIT 10585 25991 25991 INTEREST RECEIVABLE 90984 41932 41932 DIVIDENDS RECEIVABLE 766761 824287 824287 PARTNERSHIP DISTRIBUTION RECEIVABLE 410622 29200 29200 STARWOOD OPPORTUNITY FUND X 0 -3044 -3044 UNREALIZED LOSS ON FOREIGN CURRENCY 29472 GRANTEE PROJECT EXPENSES 99271 0 0 85298 DUES & SUBSCRIPTIONS 24560 3323 0 22711 COMPUTER EXPENSE 24497 6125 0 19347 INSURANCE 23102 8011 0 17054 TELEPHONE 11065 2766 0 8653 SUPPLIES 10066 2516 0 7967 IT SUPPORT 5269 1317 0 6003 FEES 2925 731 0 2468 POSTAGE 2198 550 0 1525 MISCELLANEOUS EXPENSES 924 231 0 533 MINOR FURNITURE & EQUIPMENT 768 192 0 576 PARTNERSHIP INCOME 144279 144279 0 LEGAL SETTLEMENT INCOME 2664 2664 0 FOREIGN CURRENCY LOSS -8266 -8266 0 UNREALIZED GAIN ON INVESTMENTS 3644951 LIABILITIES UNDER OPTION CONTRACTS 2935915 135058 INVESTMENT FEES 635913 635913 0 0 PROFESSIONAL AND MANAGERIAL SERVICES 258321 3301 0 223953 FEDERAL EXCISE TAX 60874 0 0 0 PAYROLL TAXES 43340 15030 0 29080 USE TAX 199 50 0 149 OTHER TAXES 762 190 0 572