| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INCOME TAX PREPARATION | 1,905 | 0 | 1,905 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| MARKETABLE SECURITIES | 1,772,008 | 1,772,008 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| P.O. BOX | 98 | 0 | 98 |
| Description | Amount |
|---|---|
| INCREASE IN UNREALIZED APPRECIATION OF SECURITIES | 426,913 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | 20,555 | 20,555 | 0 |
| Name | Address |
|---|---|
|
MD SWANK CHARITABLE LEAD TRUST |
41232 N CANYON SPRINGS DRIVE CAVE CREEK,AZ85331 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FOREIGN TAXES WITHHELD ON DIVIDENDS | 760 | 760 | 0 |