| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FEES PAID FOR ACCOUNTING SERVICE | 4,250 | 2,125 | 2,125 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| VARIOUS STOCK INVESTMENTS | 1,038,303 | 1,204,648 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| MANAGEMENT ADVISORY FEE | 7,725 | 7,725 | 0 |
| Name | Address |
|---|---|
|
MAXINE R SCHIFFMAN CHARITABLE LEAD ANNUITY TRUST |
327 SPRING HARBOR DRIVE COLUMBUS,GA31904 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ESTIMATE PAYMENTS | 2,200 | 0 | 0 | |
| FOREIGN TAXES | 175 | 0 | 0 | |
| EXCISE TAX | 1,164 | 0 | 0 |