| Person Name | Explanation |
|---|---|
| FRANKLIN JACKSON | |
| SHARON JACKSON | |
| MARK JACKSON | |
| MICHAEL JACKSON | |
| JONATHAN JACKSON | |
| SHELLY TODD | |
| JODY GREGG | |
| LISA MAUCERI |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| COCA COLA COM | 2013-03 | PURCHASE | 2013-05 | 34,675 | 33,171 | 1,504 | ||||
| AIR PRODUCTS & CHEM | 2013-05 | PURCHASE | 2013-07 | 34,478 | 33,428 | 1,050 | ||||
| HONEYWELL INTL INC DEL | 2013-03 | PURCHASE | 2013-07 | 34,566 | 33,023 | 1,543 | ||||
| BAXTER INTERNTL INC | 2013-03 | PURCHASE | 2013-08 | 32,616 | 33,033 | -417 | ||||
| CHEVRON CORP | 2013-03 | PURCHASE | 2013-08 | 34,062 | 33,099 | 963 | ||||
| COCA COLA COM | 2013-07 | PURCHASE | 2013-08 | 31,959 | 32,304 | -345 | ||||
| MCDONALDS CORP COM | 2013-03 | PURCHASE | 2013-08 | 33,067 | 33,125 | -58 | ||||
| MEDTRONIC INC COM | 2013-03 | PURCHASE | 2013-08 | 38,243 | 32,442 | 5,801 | ||||
| WEYERHAEUSER CO | 2013-03 | PURCHASE | 2013-08 | 30,329 | 33,138 | -2,809 | ||||
| FORD MOTOR CO | 2013-03 | PURCHASE | 2013-09 | 27,664 | 22,383 | 5,281 | ||||
| VANGUARD REIT ETF | 2013-03 | PURCHASE | 2013-09 | 150,525 | 164,989 | -14,464 | ||||
| DU PONT E I DE NEMOURS | 2013-08 | PURCHASE | 2013-11 | 27,693 | 27,549 | 144 | ||||
| ISHARES MSCI EAFE INDEX FUND | 2013-03 | PURCHASE | 2013-11 | 26,626 | 23,412 | 3,214 | ||||
| ISHARES 1-3 YEAR | 2013-09 | PURCHASE | 2013-11 | 154,674 | 154,138 | 536 | ||||
| SPDR S&P ETF TRUST | 2013-03 | PURCHASE | 2013-11 | 27,029 | 23,353 | 3,676 | ||||
| QUEST DIAGNOSTICS INC | 2013-11 | PURCHASE | 2013-12 | 23,164 | 26,862 | -3,698 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| EXPENSES | ||||
| FINANCE AND SERVICE FEES | 4,232 | 4,232 | ||
| INVESTMENT | 5,395 | 5,395 |
| Name | Address |
|---|---|
| FRANKLIN JACKSON |
7576 N BANTA ROAD INDIANAPOLIS,IN46106 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| LICENSE & FEE | 5 |