| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Tax preparation software | 170 | 0 | 0 | 0 |
| 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 gain | 2019-03 | Purchase | 2023-12 |
JATTX long term capital gain |
2,068 | 0 | 0 | 0 | ||
| SVSPX long term capital gain | 2016-12 | Purchase | 2023-12 |
SVSPX long term capital gain |
3,031 | 0 | 0 | 0 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| SVSPX mutual fund | 17,767 | 27,921 |
| JATTX mutual fund | 26,921 | 28,354 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Federal tax | 6 | 0 | 0 | 0 |
| SC State registration | 52 | 0 | 0 | 0 |