| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Tax and advisory services | 3,735 | 0 | 0 |
| Description of Property | Date Acquired | Cost or Other Basis | Prior Years' Depreciation | Computation Method | Rate / Life (# of years) |
Current Year's Depreciation Expense | Net Investment Income | Adjusted Net Income | Cost of Goods Sold Not Included |
|---|---|---|---|---|---|---|---|---|---|
| Building | 2025-02-01 | 709,836 | SL | 39.000000000000 | 15,926 | 15,926 | |||
| Land | 2025-02-01 | 421,514 | 0 % | 0 | 0 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| AEP | 16,619 | 39,667 |
| ATO | 1,850 | 7,543 |
| DUK | 20,056 | 33,756 |
| ES | 20,000 | 31,039 |
| MGEE | 21,421 | 44,620 |
| NEE | 19,776 | 68,238 |
| PNW | 20,000 | 32,730 |
| SO | 19,971 | 41,158 |
| Category/ Item | Cost/Other Basis | Accumulated Depreciation | Book Value | End of Year Fair Market Value |
|---|---|---|---|---|
| Building | 709,836 | 15,926 | 693,910 | 650,607 |
| Land | 421,514 | 0 | 421,514 | 386,342 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Legal Fees | 513 | 0 | 0 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Office Supplies and Software | 502 | 0 | 0 |
| Name | Address |
|---|---|
|
Carol S Ebert Family Trust |
19049 Lake Swatara Dr Eustis,FL32726 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Other Taxes | 399 | 0 | 0 |