| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| FIDELITY ST | DONATED | 2013-12 | 26,647 | 26,140 | 0 | 507 | ||||
| FIDELITY LT | DONATED | 2013-12 | 725,858 | 639,377 | 0 | 86,481 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| RAYMOND JAMES | 0 | 0 |
| FIDELITY INVESTMENTS | 1,163,285 | 1,352,774 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| BROKER FEES | 3,008 | 0 | 0 |
| Name | Address |
|---|---|
|
GEETHA RAJ 2011 IRREVOCABLE TRUST DATED APRIL 15 2011 |
1315 CHISSOM TRAIL FLINT,MI48532 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FEDERAL TAX | 275 | 0 | 0 | |
| FOREIGN TAX ON DIVIDENDS | 643 | 0 | 0 |