| Person Name | Explanation |
|---|---|
| KEITH SWEZEY | |
| DIXIE SWEZEY | |
| LLOYD MCALISTER | |
| HANCE DILBECK | |
| DAVID MURRAH |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| HERITAGE TRUST ACCOUNT | 405,254 | 454,273 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INDIRECT LEGAL FEES | 6,999 | 6,999 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| EXPENSES | ||||
| FIDUCIARY FEES | 3,282 | 3,282 | ||
| FILING FEES | 86 | 86 | ||
| SOCIAL MEDIA CAMPAIGN | 5,000 | |||
| POSTAGE | 124 | 124 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| OTHER INVESTMENT INCOME | 926 | 926 |