| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| JATTX long term capital gains | 2014-01 | Purchase | 2020-12 | 1,682 | 0 | 0 | 0 | |||
| SVSPX short term capital gains | 2002-01 | Purchase | 2020-12 | 148 | 0 | 0 | 0 | |||
| SVSPX long term capital gains | 2002-01 | Purchase | 2020-12 | 4,049 | 0 | 0 | 0 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| SVSPX mutual fund | 17,767 | 29,430 |
| JATTX mutual fund | 26,921 | 42,442 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Ameritrade stock brokerage fees | 38 | 38 | 0 | 0 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Federal income tax | 66 | 0 | 0 | 0 |
| South Carolina State registration | 52 | 0 | 0 | 0 |