| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| SALE OF AMERICAN FUNDS | 2013-01 | Purchased | 2021-11 | 12,000 | 8,746 | Cost | 0 | 3,254 |
| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990-PF, PART VII-A, LINE 10 | SUBSTANTIAL CONTRIBUTORSSUBSTANTIAL CONTRIBUTORSSUBSTANTIAL CONTRIBUTORSSUBSTANTIAL CONTRIBUTORS |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| AMERICAN BALANCED FUND-A | 34,395 | 39,561 | |
| CAPITAL INCOME BUILDER FUND-A | 34,116 | 36,854 | |
| CAPITAL WORLD GROWTH AND INCOME FUND-A | 34,343 | 43,103 | |
| THE INCOME FUND OF AMERICA-A | 35,554 | 38,986 | |
| WASHINGTON MUTUAL INVESTORS FUND-A | 35,155 | 46,855 | |
| AMCAP FUND-A | 36,041 | 54,082 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FEDERAL INCOME TAX | 117 | 117 |