| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ACCOUNTING FEES | 1,400 | 1,400 |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| 350 SH. CROWN CASTLE INTL. CORP. | 2016-11 | PURCHASE | 2018-07 | 38,572 | 38,139 | 433 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| 350 SHARES CROWN CASTLE INTL CORP | ||
| 3,000 SHARES AT&T, INC. | 97,950 | 85,620 |
| Item No. | 1 |
|---|---|
| Lender's Name | ADVANCES FROM TRUSTEE |
| Lender's Title | |
| Relationship to Insider | |
| Original Amount of Loan | 1,100 |
| Balance Due | 2,317 |
| Date of Note | |
| Maturity Date | |
| Repayment Terms | |
| Interest Rate | |
| Security Provided by Borrower | |
| Purpose of Loan | |
| Description of Lender Consideration | |
| Consideration FMV |
| Description | Amount |
|---|---|
| PENALTY | 63 |
| Description | Beginning of Year - Book Value | End of Year - Book Value |
|---|---|---|
| FEDERAL TAX DUE | 2,014 | 78 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| LEGAL FEES | 561 | 561 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FEDERAL TAX | 78 |