| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Accounting company Paragon Ventures | 2,500 | 0 | 0 | 0 |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| 50 Abbv | 2016-04 | Purchase | 2021-06 |
50 Abbv |
7,620 | 6,061 | 0 | 0 | ||
| 200 DVAX | 2019-03 | Purchase | 2021-08 |
200 DVAX |
1,053 | 3,195 | 0 | 0 | ||
| 150 ABT | 2019-05 | Purchase | 2021-10 |
150 ABT |
15,300 | 13,652 | 0 | 0 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| 10 Intuit in account | 4,100 | 7,460 |
| 125 ABBV in accont | 10,650 | 12,550 |
| 125 abt inn account | 7,972 | 9,045 |
| 10 intuit donated | 4,100 | 7,460 |
| 75 ABt Donated | 5,682 | 7,704 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| 2020 Taxes | 92 | 0 | 0 | 0 |