| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| BOOKKEEPING | 750 | 0 | 0 | 750 |
| TAX RETURN PREPARATION | 1,750 | 0 | 0 | 1,750 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| Limited Partnerships | FMV | 320,501 | 287,152 |
| Fidelity Investments - Securities | FMV | 262,840 | 395,701 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | 6 | 6 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| Ordinary Inc Partnerships | -32,741 | -32,741 | |
| Other Inc Partnerships | 325 | 325 | |
| PARTNERSHIP ADJUSTMENTS | -6,893 | -6,893 | |
| Rental Inc Partnerships | -3 | -3 | |
| Royalties Partnerships | 1,667 | 1,667 | |
| Sec 1231 Partnerships | -216 | -216 |
| Name | Address |
|---|---|
| ELDEN VON LEHE |
5675 NORTH 73RD ST SCOTTSDALE,AZ85250 |
| JUDITH VON LEHE |
5675 NORTH 73RD ST SCOTTSDALE,AZ85250 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FEDERAL EXCISE TAX INVESTMENT INC 2017 | 971 | 971 | ||
| FOREIGN TAX PAID | 872 | 872 |