| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Michael Berryman | 575 |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| 249 IShares IBond | 2023-12 | P | 2025-03 | 5,137 | 5,008 | 129 | ||||
| 227 IShares IBonds | 2023-12 | P | 2025-03 | 5,646 | 5,548 | 98 | ||||
| 315 IShares IBond | 2023-12 | P | 2025-03 | 7,351 | 7,303 | 48 | ||||
| 207 IShares IBonds | 2023-12 | P | 2025-03 | 4,733 | 4,699 | 34 | ||||
| 243 IShares IBonds | 2023-01 | P | 2025-03 | 5,640 | 5,520 | 120 | ||||
| 166 IShrs IBnd | 2023-12 | P | 2025-03 | 3,881 | 3,800 | 81 | ||||
| 226 IShr IBnd | 2023-12 | P | 2025-03 | 5,675 | 5,562 | 113 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Investment account manangement fees | 281 |
| Description | Amount |
|---|---|
| Unrealized gain loss on investments | -170 |
| Name | Address |
|---|---|
| Robert Black |
1800 Albany Ave Hartford,CT06105 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Federal income tax | 37 |