| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| TAX PREPARATION | 1,725 | 1,725 |
| Person Name | Explanation |
|---|---|
| ROBERT L NUTT | |
| MARY JO CARVILLE NUTT | |
| SUZANNE NUTT YABLON | |
| ROBERT LOUIS NUTT | |
| CHARLOTTE NUTT NGANELE |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CAP AGY CORP COM | 2013-06 | PURCHASE | 2013-11 | 19,207 | 23,020 | -3,813 | ||||
| AT&T INC COM | 2013-05 | PURCHASE | 2013-10 | 125,710 | 131,365 | -5,655 | ||||
| DUKE ENERGY CORP NEW | 2013-12 | PURCHASE | 2013-05 | 33,984 | 32,606 | 1,378 | ||||
| DUKE ENERGY CORP NEW | 2012-12 | PURCHASE | 2013-05 | 162,761 | 156,185 | 6,576 | ||||
| DUKE ENERGY CORP NEW | 2013-05 | PURCHASE | 2013-05 | 7,136 | 7,808 | -672 | ||||
| FIRST MAJESTIC SILVER CORP | 2012-12 | PURCHASE | 2013-01 | 1,758 | 2,114 | -356 | ||||
| FIRST MAJESTIC SILVER CORP | 2012-12 | PURCHASE | 2013-01 | 7,033 | 8,467 | -1,434 | ||||
| MARATHON OIL CORP | 2012-11 | PURCHASE | 2013-04 | 28,912 | 29,130 | -218 | ||||
| MARATHON OIL CORP | 2012-12 | PURCHASE | 2013-04 | 2,099 | 2,124 | -25 | ||||
| WINDSTREAM HLDGS INC COM | 2012-12 | PURCHASE | 2013-12 | 7,998 | 8,745 | -747 | ||||
| WINDSTREAM HLDGS INC COM | 2013-01 | PURCHASE | 2013-11 | 804 | 969 | -165 | ||||
| WINDSTREAM HLDGS INC COM | 2013-01 | PURCHASE | 2013-11 | 6,806 | 8,135 | -1,329 | ||||
| WINDSTREAM HLDGS INC COM | 2013-03 | PURCHASE | 2013-12 | 216 | 239 | -23 | ||||
| WINDSTREAM HLDGS INC COM | 2013-03 | PURCHASE | 2013-12 | 2,175 | 2,388 | -213 | ||||
| WINDSTREAM HLDGS INC COM | 2013-05 | PURCHASE | 2013-12 | 3,199 | 3,362 | -163 | ||||
| WINDSTREAM HLDGS INC COM | 2013-05 | PURCHASE | 2013-12 | 9,117 | 9,559 | -442 | ||||
| WINDSTREAM HLDGS INC COM | 2013-05 | PURCHASE | 2013-11 | 1,657 | 1,826 | -169 | ||||
| WINDSTREAMHLDGS INC COM | 2013-06 | PURCHASE | 2013-12 | 2,271 | 2,334 | -63 | ||||
| WINDSTREAMHLDGS INC COM | 2013-07 | PURCHASE | 2013-12 | 1,040 | 1,062 | -22 | ||||
| WINDSTREAM HLDGS INC COM | 2013-08 | PURCHASE | 2013-12 | 248 | 265 | -17 | ||||
| WINDSTREAM HLDSG INC COM | 2013-08 | PURCHASE | 2013-12 | 664 | 695 | -31 | ||||
| WINDSTREAM HLDGS INC COM | 2013-10 | PURCHASE | 2013-11 | 322 | 343 | -21 | ||||
| WINDSTREAM HLDGS INC COM | 2013-10 | PURCHASE | 2013-12 | 728 | 781 | -53 | ||||
| WINDSTREAM HLDGS INC COM | 2013-11 | PURCHASE | 2013-11 | 3,121 | 3,336 | -215 | ||||
| SUBURBAN PROPANE PARTNERS LP | 2012-10 | PURCHASE | 2013-06 | 12,579 | 11,309 | 1,270 | ||||
| SUBURBAN PROPANE PARTNERS LP | 2013-05 | PURCHASE | 2013-06 | 10,292 | 10,843 | -551 | ||||
| WINDSTREAM HLDGS -RETURN OF CAPITAL | 2013-01 | PURCHASE | 2013-12 | 1,534 | 1,534 | |||||
| SUBURBAN - RETURN OF CAPITAL | 2013-01 | PURCHASE | 2013-12 | 481 | 481 | |||||
| SUBURBAN PROPANE PARTNERS | 2013-01 | PURCHASE | 2013-12 | 993 | 993 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| SECURITIES | 198,750 | 192,679 |
| Description | Amount |
|---|---|
| EXCISE TAX | 214 |
| SUBURBAN - NONDEDUCTABLE EXPENSE | 5 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| SUBURBAN PROPANE PARTNERS LP | -956 | -956 | |
| NET SECTION 1231 LOSS | -35 | -35 |
| Name | Address |
|---|---|
| ROBERT NUTT |
242 ENGLE STREET ENGLEWOOD,NJ07631 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ANNUAL REPORT | 25 | 25 |