| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FEES - H&R BLOCK TAX & BUSINESS | 690 |
| Person Name | Explanation |
|---|---|
| FRED W CRUM | |
| ANDREW S CRUM | |
| CAROL J CRUM | |
| REBECCA J DAYOC | |
| MATTHEW DAYOC | |
| LEVONNE TISCH |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK GLOBAL | 2008-03 | PURCHASE | 2011-08 | 980 | 1,015 | -35 | ||||
| BLACKROCK GLOBAL | 2008-03 | PURCHASE | 2011-12 | 1,980 | 2,046 | -66 | ||||
| ISHARES TR DOW | 2005-03 | PURCHASE | 1977-07 | 6,030 | 6,878 | -848 | ||||
| UPS | 2002-07 | DONATION | 2011-10 | 4,256 | 3,793 | 463 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| 92 EXXON MOBIL | 3,496 | 7,798 |
| 30 EXXON MOBIL | 6,864 | 2,543 |
| 100 UNITED PARCEL SVC CL B | ||
| 38 UNITED PARCEL SVC CL B | 2,325 | 2,781 |
| 100 UNITED PARCEL SVC CL B | 6,801 | 7,319 |
| 62 UNITED PARCEL SVC CL B | 4,217 | 4,538 |
| 300 ISHARES TRUST DOW JONES | ||
| 184 ISHARES TRUST DOW JONES | 10,909 | 9,894 |
| 1375 BLACKROCK GLOBAL | ||
| 1275 BLACKROCK GLOBAL | 24,554 | 23,261 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| UITREMEDIATION | 272 | 272 | 272 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| OHIO ATTORNEY GENERAL | 100 | |||
| FEDERAL INCOME TAX | 27 |