| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FEES - H&R BLOCK TAX & BUSINESS | 710 |
| Person Name | Explanation |
|---|---|
| FRED W CRUM | |
| ANDREW S CRUM | |
| CAROL J CRUM | |
| REBECCA J DAYOC | |
| MATTHEW DAYOC | |
| LEVONNE TISCH |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| 300 CISCO SYSTEMS | ||
| 92 EXXON MOBIL | 3,496 | 6,727 |
| 30 EXXON MOBIL | 6,864 | 2,194 |
| 100 UNITED PARCEL SVC CL B | 6,118 | 7,258 |
| 100 UNITED PARCEL SVC CL B | 6,801 | 7,258 |
| 300 ISHARES TRUST DOW JONES | 17,787 | 14,958 |
| 685 AMERICAN FUNDS BOND FUND | ||
| 416 IVY ASSET STRATEGY | ||
| 201 JANUS ADVISER FORTY | ||
| 1375 BLACKROCK GLOBAL | 26,846 | 27,192 |
| 516 PUTNAM ABSOLUTE RETURN | ||
| 1665 SH. BLACKROCK GNMA INSTITUTIONA |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| OTHER INVESTMENT INCOME | 45 | 45 | 45 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| OHIO ATTORNEY GENERAL | 100 |