| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| TAX PREP FEES | 6,510 | 3,255 |
| 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 |
|---|
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| BERKSHIRE HTWY CLASS A | FMV | 85,329 | 347,815 |
| APPLE, INC. | FMV | 247,426 | 2,069,964 |
| JP MORGAN CHASE & CO | FMV | 164,212 | 635,350 |
| BERKSHIRE HTWY CLASS B | FMV | 115,820 | 463,740 |
| Description | Amount |
|---|---|
| UNREALIZED GAIN/LOSS ON INVESTMENTS | 1,063,617 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| VA STATE CORP COMMISSION FEE | 25 | 0 | 0 | 25 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| IRS REFUND | 12,075 |
| Name | Address |
|---|---|
| HOWARD R NORTON |
6523 RIDGE STREET MCLEAN,VA22101 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FEDERAL TAXES PAID | 9,263 | |||
| PENALTIES | 411 |