| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Michael Berryman | 565 |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| 515.000 IShares IBonds | 2023-12 | P | 2024-02 | 11,405 | 11,415 | -10 | ||||
| 88.000 IShares IBond 2026 TRM | 2023-12 | P | 2024-04 | 2,011 | 1,999 | 12 | ||||
| 190.000 IShares IBond Dec 2031 | 2023-12 | P | 2024-04 | 3,800 | 3,821 | -21 | ||||
| 83.000 IShares IBonds Dec 2032 | 2023-12 | P | 2024-04 | 2,007 | 2,029 | -22 | ||||
| 181.000 IShares IBond Term | 2023-12 | P | 2024-04 | 4,080 | 4,109 | -29 | ||||
| 180.000 IShares IBonds Term | 2023-12 | P | 2024-04 | 4,170 | 4,173 | -3 | ||||
| 87.000 IShares IBnd 2028 | 2023-12 | P | 2024-04 | 1,999 | 1,991 | 8 | ||||
| 81.000 IShr IBnd 2025 Trm | 2023-12 | P | 2024-04 | 2,005 | 1,993 | 12 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Beckett Law Group | 700 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Investment account manangement fees | 562 | |||
| Other expenses | 5 |
| Description | Amount |
|---|---|
| Unrealized gain loss on investments | -571 |
| Name | Address |
|---|---|
| Robert Black |
1800 Albany Ave Hartford,CT06105 |