| Person Name | Explanation |
|---|---|
| DAVID P WICKER | |
| MARY B WICKER | |
| MARK W GREINER |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB | 2009-03 | PURCHASE | 2012-08 | 134,491 | 77,316 | 57,175 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| PRIVATE EQUITY, 10,000 SHARES | AT COST | 300,000 | 300,000 |
| CHARLES SCHWAB | AT COST |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| EXPENSES | ||||
| OTHER | 276 | 138 | 138 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| MN ANNUAL REPORT | 25 | 12 | 13 |