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TY 2019 IRS 990 e-File Render
Name:
THE NETTLES AND IVEY FOUNDATION
| Name |
Date Acquired |
How Acquired |
Date Sold |
Purchaser Name |
Gross Sales Price |
Basis |
Basis Method |
Sales Expenses |
Total (net) |
Accumulated Depreciation |
| CLEARBRIDGE MLP AND MIDSTRM FD |
2011-07 |
PURCHASE |
2019-03 |
|
8,571 |
10,635 |
|
|
-2,064 |
|
| CLEARBRIDGE MLP AND MIDSTRM FD |
2011-09 |
PURCHASE |
2019-03 |
|
4 |
4 |
|
|
|
|
| SOUTHERN CO |
2018-02 |
PURCHASE |
2019-03 |
|
25,822 |
21,875 |
|
|
3,947 |
|
| ABBVIE INC COM |
2018-04 |
PURCHASE |
2019-03 |
|
3,950 |
4,684 |
|
|
-734 |
|
| CLEARBRIDGE MLP AND MIDSTRM FD |
2011-09 |
PURCHASE |
2019-04 |
|
157 |
155 |
|
|
2 |
|
| CLEARBRIDGE MLP AND MIDSTRM FD |
2011-12 |
PURCHASE |
2019-04 |
|
160 |
176 |
|
|
-16 |
|
| CLEARBRIDGE MLP AND MIDSTRM FD |
2016-12 |
PURCHASE |
2019-04 |
|
12,710 |
13,894 |
|
|
-1,184 |
|
| CLEARBRIDGE MLP AND MIDSTRM FD |
2018-12 |
PURCHASE |
2019-04 |
|
12,710 |
10,284 |
|
|
2,426 |
|
| CLEARBRIDGE MLP AND MIDSTRM FD |
2019-03 |
PURCHASE |
2019-04 |
|
839 |
793 |
|
|
46 |
|
| CVS HEALTH CORP COM |
2019-04 |
PURCHASE |
2019-07 |
|
29,647 |
26,686 |
|
|
2,961 |
|
| QUALCOMM INC |
2019-07 |
PURCHASE |
2019-09 |
|
23,673 |
22,821 |
|
|
852 |
|
| TD AMERITRADE HOLDING CORP |
2019-10 |
PURCHASE |
2019-10 |
|
27,077 |
23,852 |
|
|
3,225 |
|
| KRAFT HEINZ CO |
2018-02 |
PURCHASE |
2019-12 |
|
12,718 |
29,162 |
|
|
-16,444 |
|
| VANGUARD WELLESLEY INC INV |
2016-04 |
PURCHASE |
2019-12 |
|
10,000 |
9,281 |
|
|
719 |
|