| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS | DONATION | CHRISTIAN CURREY | 7,487 | 4,784 | 2,703 | |||||
| THE NEW ECOMONY FUND CLASS C | PURCHASED |
CHRISTIAN CURREY FOUNDATION |
193 | 172 | 21 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| AMERICAN EXPRESS | 28,520 | 42,189 |
| AMERIPRISE FINL INC | 14,381 | |
| CAPITAL INCOME BUILDER FUND | 4,007 | 4,234 |
| NEW ECONOMY FUND CLASS C | 2,670 | 3,876 |
| SMALL CAP WORLD FUND CLASS C | 2,716 | 3,385 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ACCOUNT FEE | 80 |