| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| Stifel Nicolaus & Company | 2025-12 | 1753-01 | 14,499 | 0 | 0 | 14,499 | 0 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| Stifel Investments - Mutual Funds & Equities | 281,248 | 340,942 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| 2024 Tax990.com Software & Filing Fee | 169 | 0 | 0 | 0 |
| Description | Amount |
|---|---|
| Misc. | 128 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| 2024 990-PF to IRS | 125 | 0 | 0 | 0 |
| Ohio OAG Charitable Law Trust Registration Fee | 100 | 0 | 0 | 0 |