| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INDIRECT ACCOUNTING FEES | 4,920 | 4,920 |
| Person Name | Explanation |
|---|---|
| ISRAEL M TYBERG | |
| MIRIAM L TYBERG | |
| YEHUDIT ZOBERMAN |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| ARCELORMITTAL | 2012-06 | PURCHASE | 2012-07 | 48,432 | 46,896 | 1,536 | ||||
| GOLDMAN SACH GROUP | 2012-01 | PURCHASE | 2012-09 | 53,101 | 49,568 | 3,533 | ||||
| SAN JOSE CA REDEV AGY | 2012-01 | PURCHASE | 2012-08 | 72,327 | 69,178 | 3,149 | ||||
| CHESAPEAKE ENERY CORP | 2012-05 | PURCHASE | 2012-12 | 41,339 | 38,320 | 3,019 | ||||
| ARCELORMITTAL NTS B/E | 2012-11 | PURCHASE | 2013-03 | 41,387 | 39,064 | 2,323 | ||||
| LEXMARK INL INC | 2013-03 | PURCHASE | 2013-04 | 41,434 | 40,829 | 605 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| 329,195 | 320,195 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| EXPENSES | ||||
| BANK CHARGES | 201 | 100 | 101 | |
| LICENSES & FEES | 450 | 225 | 225 |