| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| FORD MOTOR CO | 2023-05 | PURCHASE | 2025-06 | 586 | 582 | 4 | ||||
| FORD MOTOR CO | 2023-05 | PURCHASE | 2025-09 | 23,803 | 20,786 | 3,017 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| FORD MOTOR CO | 464,461 | 508,597 |
| POWER METALS CORP | 51,025 | 75,489 |
| SOLID PWR INC | 30,653 | 83,300 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| TAXES | 499 |