| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| 750 | 750 |
| Person Name | Explanation |
|---|---|
| DOUGLAS R WOLL | |
| MARGO Y WOLL | |
| SAMANTHA H WOLL | |
| MONICA L WOLL |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| ALCOA INC | 2009-09 | PURCHASE | 2012-04 | 54,761 | 48,008 | 6,753 | ||||
| UNITED TECHNOLOGIES | 2012-12 | PURCHASE | 2012-12 | 407,106 | 401,850 | 5,256 | ||||
| FIDELITY NASDAQ INDEX | 2009-07 | PURCHASE | 2012-10 | 25,047 | 15,489 | 9,558 |
| Name of Bond | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| MORGAN STANELY BROKERAGE | 326,291 | 408,831 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| MORGAN STANLEY BROKERAGE | 758,715 | 950,641 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| EXPENSES | ||||
| STATE FILING FEE | 20 | 20 |
| Name | Address |
|---|---|
| DOUGLAS MARGO WOLL |
3311 WOODVIEW LAKE ROAD WEST BLOOMFIELD,MI48323 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FEDERAL TAX | 285 | 285 |