| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| TAX RETURN PREPARATION | 4,250 | 0 | 0 | 4,250 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| Wells Fargo Advisors - Securities | 413,125 | 546,006 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| Limited Partnerships | FMV | 108,414 | 202,620 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | 2,747 | 2,747 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| Ordinary Income Partnrshp | -3,582 | -3,582 |
| Name | Address |
|---|---|
| ELDEN E VON LEHE |
5675 NORTH 73RD ST SCOTTSDALE,AZ85250 |
| JUDITH A VON LEHE |
5675 NORTH 73RD ST SCOTTSDALE,AZ85250 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FEDERAL TAX NET INVESTMENT INCOME 2013 | 236 | 236 | ||
| FOREIGN TAX PAID | 970 | 970 |