| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| TAX PREPARATION | 1,100 | 0 | 0 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| PARTNERSHIP INTEREST | 78,866 | 78,866 |
| AMERITRADE | 751,242 | 751,242 |
| Description | Amount |
|---|---|
| NONDEDUCTIBLE ITEMS | 87 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FOREIGN TAXES | 1,327 | 1,327 | 0 | |
| INTEREST EXPENSE | 793 | 793 | 0 | |
| INVESTMENT EXPENSE - AMERITRADE | 17,156 | 17,156 | 0 | |
| INVESTMENT EXPENSE - K1 | 27,798 | 27,798 | 0 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| K1 INCOME | 2,920 | 2,920 | 2,920 |
| Description | Amount |
|---|---|
| NONDEDUCTIBLE REFUND | 1,103 |
| Name | Address |
|---|---|
| CLIFTON AND RENEE WIGGINS |
812 PONDEROSA ROAD ARDMORE,OK73401 |