| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| NVDA Stock | 2021-11 | Donations | 2024-11 |
NVDA Stock |
27,380 | 5,880 | 0 | 0 | ||
| NVO Stock | 2021-11 | Donations | 2024-11 |
NVO Stock |
11,722 | 7,410 | 0 | 0 | ||
| GS Stock | 2016-12 | Donations | 2024-11 |
GS Stock |
60,030 | 24,012 | 0 | 0 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| ADBE Stock 135 shrs | 63,062 | 60,032 |
| AAPL stock 448 shrs | 72,596 | 112,188 |
| BKNG 9 shrs added 12 2023 | 31,235 | 44,716 |
| AVGO Broadcom 39 shrs added 12 2023 | 44,733 | 90,418 |
| MC Stock 189 shrs | 64,542 | 99,522 |
| V 50 shrs added 12 20223 | 12,919 | 15,802 |
| V Stock 110 Shrs | 21,832 | 34,764 |
| NVO ADR Stock shrs110 | 0 | 0 |
| LLY Stock 70 hrs @ Schwab | 55,263 | 54,040 |
| INTU Stock 76 shrs | 35,029 | 47,766 |
| INTU 8 shrs added 12 2023 | 4,947 | 5,028 |
| NVDA Stock 1000 shrs | 29,400 | 134,290 |
| GS Stock 400 shrs | 91,222 | 229,048 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Illinois Charity Bureau | 15 | 0 | 0 | 15 |
| US tax on Investment Income | 183 | 0 | 0 | 183 |