| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ACCOUNTING FEES | 2,600 | 2,600 |
| Person Name | Explanation |
|---|---|
| KRISTA KURTH | |
| HEIDI COOK | |
| SCOT KURTH | |
| CHRISTOPHER KURTH |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | PURCHASE | 123,570 | 110,496 | 13,074 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| CORPORATE EQUITIES | 273,389 | 391,931 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| EXPENSES | ||||
| MISCELLANEOUS EXPENSE | 10 | 10 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| PORTFOLIO MGMT & BANK FEES | 1,922 | 1,922 | ||
| CONSULTING SERVICES | 4,000 | 4,000 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FOREIGN TAXES WITHHELD | 177 | 177 |