| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INDIRECT ACCOUNTING FEES | 3,000 |
| Person Name | Explanation |
|---|---|
| ROBERT D TYLER | |
| GWENDOLYN A TYLER | |
| ROBERT D TYLER |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| ABBVIE | 2013-01 | PURCHASE | 2013-01 | 172,786 | 170,066 | 2,720 | ||||
| NVIDIA CORP | 2013-05 | PURCHASE | 2013-08 | 60,392 | 55,748 | 4,644 | ||||
| QLOGIC | 2011-05 | PURCHASE | 2013-08 | 4,414 | 7,216 | -2,802 | ||||
| XEROX | 2013-05 | PURCHASE | 2013-08 | 50,083 | 43,245 | 6,838 | ||||
| QLOGIC | 2011-05 | PURCHASE | 2013-08 | 17,648 | 28,874 | -11,226 | ||||
| TRINA SOLAR LTD | 2009-12 | PURCHASE | 2013-11 | 34,509 | 57,794 | -23,285 | ||||
| TRINA SOLAR LTD | 2009-12 | PURCHASE | 2013-11 | 28,253 | 47,266 | -19,013 | ||||
| CHINA SUNERGY | 2008-05 | PURCHASE | 2013-12 | 19,500 | 81,214 | -61,714 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| STOCKS | 1,767,167 | 1,981,939 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| EXPENSES | ||||
| KS ANNUAL FEE | 40 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INVESTMENT INCOME EXCISE TAX | 407 | |||
| FORIEGN TAX W/H ON DIVIDENDS | 263 | 263 | 263 |