| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| OWEN & THORP, INC. C.P.A. | 5,190 | 5,190 |
| Person Name | Explanation |
|---|---|
| M D JIROUS | |
| BARBARA JIROUS | |
| WILLIAM E OWEN | |
| JAY JIROUS |
| Name of Bond | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| CORPORATE BONDS | 639,199 | 644,053 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| STOCKS | 7,165,124 | 7,820,411 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| CERTIFICATE OF DEPOSIT | AT COST | 397,912 | 398,115 |
| PREFERRED SECURITIES | AT COST | 100,000 | 106,560 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION | 7,670 | 7,670 | |
| PARTNERSHIP INCOME | 740 | 740 | |
| UNRECAPTURED SEC 1250 GAIN | 3 | 3 | |
| OTHER INCOME | 245 | 245 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INVESTMENT FEES | 77,945 | 77,945 |
| Name | Address |
|---|---|
| MARVIN BARBARA JIROUS |
2701 W I-44 SERVICE ROAD OKLAHOMA CITY,OK73112 |
| MDJ CORPORATION |
2701 W I-44 SERVICE ROAD OKLAHOMA CITY,OK73112 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FOREIGN TAX WITHHELD FROM DIVIDE | 5,867 | 5,867 | ||
| FEDERAL INCOME TAXES | 4,492 | 4,492 |