| Person Name | Explanation |
|---|---|
| MARK HUNSBERGER | |
| LAURA HEEBNER | |
| JANICE L KULP | |
| CHARLES GRIFFITH | |
| DAVID C DOANE | |
| ROBERT M HUNSBERGER |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| LEGG MASON CM SPEC INV TR CL I | 2012-01 | PURCHASE | 2012-02 | 10,439 | 13,268 | -2,829 | ||||
| JP MORGAN STRAT INC OPP SEL | 2010-05 | PURCHASE | 2012-09 | 68,210 | 67,602 | 608 | ||||
| JP MORGAN STRAT INC OPP SEL | 2011-10 | PURCHASE | 2012-09 | 3,467 | 3,375 | 92 |
| Identifier | Return Reference | Explanation |
|---|---|---|
| GENERAL ELECTIONS | YEAR ENDED: DECEMBER 31, 2012 52-2364722 HUNSBERGER FAMILY FOUNDATION INC 4104 COLONY DRIVE HATBORO, PA 19040 TREATMENT OF QUALIFYING DISTRIBUTIONS ELECTION UNDER IRC SECTION 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE NONOPERATING PRIVATE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF: UNDISTRIBUTED INCOME FROM THE TAX YEARS ENDING: TAX YEAR AMOUNT ________ ___________ ________ ___________ ________ ___________ CORPUS /S/ ______________________________ NAME ______________________________ TITLE ______________________________ |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| MUTUAL FUNDS - AMERICAN FUNDS | 1,020,236 | 1,020,236 |
| MUTUAL FUNDS-SMITH BARNEY/MORGAN STA | 327,363 | 327,363 |
| Description | Amount |
|---|---|
| PENALTIES | 75 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| EXPENSES | ||||
| MISCELLANEOUS | 30 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| GAIN/(LOSS) IN MARKET VALUE | 76,666 | 76,666 | 76,666 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| PROFESSIONAL FEES | 2,856 | 1,428 | 1,428 | 1,428 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| TAXES & LICENSES | 528 |