Non-Profit

Endowment Realized Gain on Investment Sale

Recording a capital gain when endowment stocks are sold above their original cost.

Account NameTypeDebit ($)Credit ($)
Cash in Bank (Endowment)Asset (+)120,000.00-
Investments (Endowment — at Cost)Asset (-)-100,000.00
Realized Gain (With Restrictions)Revenue (+)-20,000.00

💡 Accountant's Note

Realized gains on endowment investments are classified based on donor restrictions. Without specific donor instruction, most jurisdictions treat realized gains as part of the endowment corpus or temporarily restricted income.

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