| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Tax preparation fees | 1,875 |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| Becton Dickinson | 2024-01 | P | 2024-04 | 4,620 | 4,773 | -153 | ||||
| Crown Castle Inc | 2024-01 | P | 2024-05 | 3,496 | 3,753 | -257 | ||||
| Fiserv Inc | 2024-01 | P | 2024-11 | 2,175 | 1,350 | 825 | ||||
| Starbucks | 2024-02 | P | 2024-10 | 4,797 | 4,741 | 56 | ||||
| Verizon Communications | 2024-01 | P | 2024-05 | 3,244 | 3,130 | 114 | ||||
| Walmart | 2024-01 | P | 2024-12 | 1,438 | 812 | 626 | ||||
| Apple | 2012-11 | D | 2024-12 | 9,987 | 754 | 9,233 | ||||
| Nvidia Corp | 2019-06 | D | 2024-12 | 7,830 | 200 | 7,630 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Legal Fees to apply for tax exempt status | 6,059 |
| Description | Amount |
|---|---|
| Net Investment Income | 3,180 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Investment Advisory Fees | 2,023 |
| Name | Address |
|---|---|
| James and Karen Crawford |
301 E Main Street Ligonier,PA15658 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| PA License Fee | 400 | |||
| Federal Tax | 4 | |||
| Foreign Taxes paid on investments | 31 |