| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| G. Bridgman, Attorney Tax preparation | 510 |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| 233 SHARES AAPL | 2008-12 | Purchased | 48,622 | 716 | 47,906 | |||||
| .34 SHARES EXPAND ENERGY | 2008-12 | Purchased | 2024-10 | 30 | 164 | -134 |
| Identifier | Return Reference | Explanation |
|---|---|---|
| Additional Disclosures | Schedule 1. Contributions received, 2023: NONESchedule 1. Contributions received, 2023: NONESchedule 1. Contributions received, 2023: NONESchedule 1. Contributions received, 2023: NONESchedule 1. Contributions received, 2023: NONESchedule 1. Contributions received, 2023: NONESchedule 1. Contributions received, 2023: NONE |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| PUBLICLY TRADED EQUITY HOLDINGS | 11,045 | 235,084 |
| Description | Amount |
|---|---|
| ROUNDING | 1 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| 2023 INCOME TAX | 519 | 519 |