Text Version


FRANKLIN D. ROOSEVELT TRUST                               
NOVEMBER 15, 1950
 
                                                         
APPRAISAL
 
Amount       Security
 
                                      DEFENSIVE INVESTMENT
(Cont'd)
 
                 Medium & Long-Term Bonds (Cont'd)
 
$ 1,000       U. S. Treasury Bonds 2 1/2s, 12/15/63-68
                  Approx. Price: 102
                  Approx. Principal: $ 1,020
                   Est. Income: $ 25
 
25,000       Washington, State of, War Veterans' Comp. 1
                 3/4s, 1/1/62
                 Approx. Price: 102
                 Approx. Principal: 25,500
                 Est. Income: 437
 
                                                            
                               __________
                                                            
    Approx. Principal: $ 408,990
                                                            
                  Est. Income: $ 7,703
 
                   Total Defensive Investments - Approx.
Principal: $ 640,764 
                                                            
                 Est. Income: $ 12,479
 
                                EQUITY-RISK BONDS &
PREFERRED STOCKS
 
                   Bonds
 
$ 25,000       Baltimore & Ohio RR Co. Ref. & Gen. "M" 5s,
                    1996
                    Approx. Price: 74
                    Approx. Principal: $ 18,500
                    Est. Income: $ 1,250
 
45,000           Hampton Roads (Va.) Sanitation Dist.
                     Commission Rev. Serial 2s, 9/1/73
                     Approx. Price: 93
                     Approx. Principal: 41,850
                     Est. Income: 900
 
5,000         New York Central RR Co. Cons. "A" 4s, 1998
                  Approx. Price: 61
                  Approx. Principal: 3,050
                  Est. Income: 200
 
                                                            
                                      _________
                                                            
          Approx. Principal: $ 63,400
                                                            
                      Est. Income: $ 2,350
 
                  Preferred Stocks
 
35 shs.       Canada Southern Ry. Co. (3% Gtd.)
                  Approx. Price: 42
                  Approx. Principal: $ 1,470
                  Est. Income: $ 105
 
59  "         Electric Bond & Share $3,50 cum. pfd. stub
                Approx. Price: .10
                Approx. Principal: 6
                 Est. Income: -
 
                                 Equity-Risk Bonds &
Preferreds - 
                                                            
                                     __________
                                                            
             Approx. Principal: $ 64,876
                                                            
                         Est. Income: $ 2,455
 
 
                                                     COMMON
STOCKS
 
460 shs.       General Motors Corp.
                    Approx. Price: 50
                    Approx. Principal: $ 23,000
                    Est. Income: $ 1,840
 
200  "         Doughlas Aircraft Co., Inc.
                  Approx. Price: 83
                  Approx. Principal: 16,600
                  Est. Income: 1,000
 
200  "         United Aircraft Corp.
                  Approx. Price: 31
                  Approx. Principal: 6,200
                  Est. Income: 400
 
1,000 "        Du Pont (E. I.) de Nomours & Co., Inc.
                   Approx. Price: 81
                   Approx. Principal: 81,000
                   Est. Income: 3,000
 
550  "         Eastman Kodak Co.
                  Approx. Price: 49
                  Approx. Principal: 26,950
                  Est. Income: 880
 
400  "         Monsanto Chemical Co.
                  Approx. Price: 65
                  Approx. Principal: 26,000
                  Est. Income: 1,000
 
430  "         Union Carbide & Carbon Corp.
                  Approx. Price: 49
                  Approx. Principal: 21,070
                  Est. Income: 860
View Original View Previous Page View Next Page Return to Folder IndexReturn to Box Index