| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| Sale of 500 shares Bank of america | 1995-06 | Donated | 2024-10 | Foundation sold in brokerage acct | 20,924 | 7,056 | 13,868 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| Amazon 300 shares | 19,461 | 65,817 |
| Apple 200 shares | 22,794 | 41,034 |
| Kinder Morgan 1000 shares | 11,150 | 29,400 |
| Microsoft 42 shares | 15,873 | 20,892 |
| Navidia 5000 shares | 424,530 | 789,950 |
| Vanguard Index find S & P 500 ETF 53 shares | 26,460 | 30,105 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Federal tax due prior year | 31 | 19,300 |
| Description | Amount |
|---|---|
| Adjustment to change basis to FMV at date of gift | 117,678 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Fees & Permits | 30 |