| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard mutual fund | 2013-05 | Purchased | 2024-05 | stock market | 122,500 | 110,510 | 11,990 | |||
| Vanguard mutual fund | 2013-05 | Purchased | 2024-08 | stock market | 380,000 | 326,553 | 53,447 |
| Description | Amount |
|---|---|
| unrealized loss Vanguard mutual fund | 0 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Bank fees | 75 | 75 |
| Description | Amount |
|---|---|
| unrealized gain Vanguard mutual fund | 48,326 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| 2024 ES tax | 2,000 | 2,000 |