| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FLSV, LLP | 1,125 | 0 | 0 | 0 |
| Description of Property | Date Acquired | Cost or Other Basis | Prior Years' Depreciation | Computation Method | Rate / Life (# of years) |
Current Year's Depreciation Expense | Net Investment Income | Adjusted Net Income | Cost of Goods Sold Not Included |
|---|
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| 14,471.84 JPM SHT DUR BND | 158,033 | 158,756 | |
| 15,522.297 JPM STRAT INC | 180,191 | 183,629 | |
| 2,000 CROWN CASTLE INTL | 0 | 43,830 | |
| 4,000 GREENHILL & CO | 0 | 326,720 | |
| 7,000 ENERGY TRANSFER EQ | 423 | 273,490 |
| Category / Item | Cost / Other Basis | Accumulated Depreciation | Book Value | End of Year Fair Market Value |
|---|
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| LEGAL FEES PERLMAN & PERLMAN | 43 | 0 | 0 | 43 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ADVERTISING FEES | 125 | 0 | 0 | 125 |
| BANK FEES | 0 | 0 | 0 | 0 |
| ENERGY TRANSFER EQUITY LP | 504 | 0 | 0 | 0 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| US TREASURY REFUND | 3,043 | 0 | 0 |
| ENERGY TRANSFER EQUITY LP | 877 | 877 | 0 |
| ENERGY TRANSFER EQUITY LP-DISTRIBUTIONS | 13,500 | 0 | 0 |
| Name | Address |
|---|---|
| JEFFREY BUCKALEW |
150 EAST 69TH STREET APT 5E NEW YORK,NY10021 |
| JEFFREY BUCKALEW |
150 EAST 69TH STREET APT 5E NEW YORK,NY10021 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| UNITED STATES TREASURY | 11,500 | 0 | 0 | 0 |
| NYS DEPT OF LAW | 125 | 0 | 0 | 125 |
| UNITED STATES TREASURY REFUND | 3,043 | 0 | 0 | 0 |