| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| 4,000 | 0 | 0 | 4,000 |
| Description of Property | Date Acquired | Cost or Other Basis | Prior Years' Depreciation | Computation Method | Rate / Life (# of years) |
Current Year's Depreciation Expense | Net Investment Income | Adjusted Net Income | Cost of Goods Sold Not Included |
|---|---|---|---|---|---|---|---|---|---|
| Apple computer | 2015-01-09 | 1,389 | 200DB | 20.00 % | 278 |
| Category / Item | Cost / Other Basis | Accumulated Depreciation | Book Value | End of Year Fair Market Value |
|---|---|---|---|---|
| Furniture and Fixtures | 1,389 | 278 | 1,111 | 1,111 |
| Description | Beginning of Year - Book Value | End of Year - Book Value | End of Year - Fair Market Value |
|---|---|---|---|
| Prepaid income tax | 8,152 | 40,000 | 40,000 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Bank fees | 103 | 103 | ||
| Conference and travel | 886 | 886 | ||
| Dues | 2,000 | 2,000 | ||
| Insurance | 1,625 | 1,625 | ||
| Office expenses | 571 | 571 | ||
| Other expenses | 481 | 481 | ||
| Other fees | 269 | 269 |
| Description | Amount |
|---|---|
| Transfer from Evelyn Names Living Trust | 59,657,796 |
| Transfer from Names Family Living Trust | 8,500,000 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Investment management | 144,886 | 144,886 | 0 | 0 |
| Name | Address |
|---|---|
| Names Family Irrevocable Trust |
c/o 3515 South 15th St Suite 201 Tacoma,WA98405 |
| Evelyn Names Living Trust |
1019 Regents Blvd suite 201 Fircrest,WA98466 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Federal income taxes | 36,750 | 36,750 | ||
| Foreign income tax withheld | 4,758 | 4,758 |