USA How to calculate unrealized gain/(loss) on an investment when it is a donated security to a nonprofit


Joined
Nov 5, 2014
Messages
2
Reaction score
0
What is the proper way to account for unrealized and realized gains/(losses) on securities that are donated to a nonprofit organization?

Thanks.
 
Ad

Advertisements

Joined
Jun 27, 2019
Messages
11
Reaction score
0
Country
United States
I have sort of a similar question and posted here:

It "might" provide "some" answer or at least if somebody responds to my thread it might help with your question as well...

*cross fingers*
 

bklynboy

VIP Member
Joined
Oct 12, 2011
Messages
573
Reaction score
107
Country
United States
You take a tax deduction for the full market value of securities donated. Accounting is record as a donation expense and remove asset from your books.
 
Ad

Advertisements

Joined
Jul 17, 2019
Messages
15
Reaction score
0
Country
Philippines
What is the proper way to account for unrealized and realized gains/(losses) on securities that are donated to a nonprofit organization?

Thanks.
Nice question, let us try.

If the security is sold, then consider it as realized. If not, consider it as unrealized until sold. Whether it is donated to a non-profit organization or not, you may consider it as list for your tax deduction for your next tax filing.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top