| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INDIRECT ACCOUNTING FEES | 3,000 |
| Person Name | Explanation |
|---|---|
| ROBERT D TYLER | |
| GWENDOLYN A TYLER | |
| ROBERT D TYLER |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| CVR ENERGY | 2011-04 | PURCHASE | 2011-05 | 98,537 | 110,100 | -11,563 | ||||
| CONOCOPHILLIPS | 2011-07 | PURCHASE | 2011-07 | 86,120 | 85,602 | 518 | ||||
| HANWHA SOLARONE | 2008-04 | PURCHASE | 2011-02 | 36,995 | 56,194 | -19,199 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| STOCKS | 437,303 | 283,825 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| EXPENSES | ||||
| KS ANNUAL FEE | 40 |
| Description | Beginning of Year - Book Value | End of Year - Book Value |
|---|---|---|
| OUTSTANDING STOCK PURCHASE | 63,734 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INVESTMENT INCOME EXCISE TAX | 156 |