| Category | Amount |
|---|---|
| NONE | 0 |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| STOCK ELI LILLY | Purchased | 2025-03 | 84,210 | 5,333 | 78,877 | |||||
| STOCK INTEL | Purchased | 2025-10 | 18,741 | 32,618 | -13,877 | |||||
| SSTOCK KRAFT | Purchased | 2025-10 | 25,309 | 47,958 | -22,649 | |||||
| STOCK WELLS FARGO | Purchased | 2025-10 | 42,064 | 24,465 | 17,599 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| LIST ATTACHED | 3,022,723 | 8,231,117 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ADMINISTRATIVE | 19,901 | 19,901 | 19,901 | |
| ADVERTISING | 25 | 25 | 25 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FEDERAL INCOME | 3,325 | 3,325 | 3,325 |