| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ST OF GA ANNUAL REPORT | 30 | 0 | 0 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| 255 SHS CAMDEN PROPERTY TRUST | 7,933 | 28,070 |
| 300 SHS AUTO DATA PROCESSING | 9,354 | 77,169 |
| 500 SHS SYSCO CORP | 11,739 | 36,845 |
| 400 SHS DOMINION ENERGY INC | 17,348 | 23,436 |
| 600 SHS VERIZON COMMUNICATION | 18,422 | 24,438 |
| 400 SHS KIMBERLY CLARK CORP | 25,376 | 40,356 |
| 500 SHS DUKE ENERGY CORP | 27,120 | 58,605 |
| 1000 SHS SOUTHERN CO | 38,163 | 87,200 |
| 350 SHS GENUINE PARTS CO | 43,036 | 43,036 |
| 200 SHS Q2 HLDGS INC | 20,791 | 14,432 |
| Description | Beginning of Year - Book Value | End of Year - Book Value | End of Year - Fair Market Value |
|---|---|---|---|
| DIVIDENDS/INTEREST/CAPITAL GAIN PAID IN 2025 FOR 2024 | 263 | ||
| 2023 EXCISE TAX OVERPAYMENT CREDITED TO 2024 | 171 |
| Description | Amount |
|---|---|
| BOOK RETAINED EARNINGS ADJUSTMENT | 703 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| POSTAGE & CHECKS | 14 | 0 | 0 |
| Name | Address |
|---|---|
| RONALD B BOBO |
229 PEACHTREE HILLS AVE NE UNIT 5410 ATLANTA,GA30305 |
| JUDITH A BOBO |
229 PEACHTREE HILLS AVE NE UNIT 5410 ATLANTA,GA30305 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FEDERAL EXCISE TAX 2024 OVERPAYMENT CREDITED TO 2025 | 9 | 0 | 0 | |
| FEDERAL EXCISE TAX 2025 ES | 311 | 0 | 0 |