LEWIS FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LEWIS FAMILY FOUNDATION (EIN 68-0593113)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-22
IRS object ID
202121739349101007
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-06-22T17:18:56-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN472958500PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1POLARIS ADVISORY SERVICESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15240 S POLARIS AVENUEAddressLine1Txt
CityLAS VEGASCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89118ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680593113EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEWIS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEWIBusinessNameControlTxt
Phone7753316900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11380 GREG STREET SUITE 231AddressLine1Txt
CitySPARKSCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89431ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEWIS FAMILY ADVISORS LLCPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7753316900PhoneNum
Signature2021-06-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLEWISPersonFirstNm
Person LastFAMILY ADVISORS LLCPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN R MANSFIELDPreparerPersonNm
PTINP01707424PTIN
Phone7022627338PhoneNum
Preparation2021-06-22PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$37,624FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$535InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$535InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$15DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$89NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$29,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$89CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$50OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$50OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$689TotalRevAndExpnssAmt
Total Net Invst Incm$689TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$20TaxesRevAndExpnssAmt
Taxes Net Invst Incm$20TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$96OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$38OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$116TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$58TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,116TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$58TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,427ExcessRevenueOverExpensesAmt
Net Investment Income$631NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,467CashBOYAmt
Cash EOY$1,405CashEOYAmt
Cash EOYFMV$1,405CashEOYFMVAmt
Sav And Temp Cash Invst BOY$37,584SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36,219SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36,219SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$39,051TotalAssetsBOYAmt
Total Assets EOY$37,624TotalAssetsEOYAmt
Total Assets EOYFMV$37,624TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$39,051RetainedEarningBOYAmt
Retained Earning EOY$37,624RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$39,051TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$37,624TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$39,051TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$37,624TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$39,051TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,427ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$37,624SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$37,624TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FED HOME LN MTG CORP 1.850% 7/13/20P2019-06-172020-01-13$2,000$1,991$9$9
FED NATL MTG ASSN 1.500% 11/30/20P2020-04-232020-11-30$2,000$2,000$0$0
US TREASURY NOTE 1.625% 10/15/20P2020-01-172020-10-15$2,000$2,000$0$0
US TREASURY NOTE 1.375% 1/15/20P2019-01-252020-01-15$1,000$988$12$12
US TREASURY NOTE 1.375% 2/15/20P2019-07-232020-02-15$2,000$1,992$8$8
US TREASURY NOTE 1.625% 3/15/20P2019-05-172020-03-15$2,000$1,988$12$12
US TREASURY NOTE 1.625% 6/30/20P2019-09-302020-06-30$2,000$1,996$4$4
TORONTO-DOMINION BAN 1.850% 9/11/20P2019-07-292020-09-11$1,000$997$3$3
US TREASURY NOTE 1.500% 7/15/20P2019-06-282020-07-15$1,000$996$4$4
US TREASURY NOTE 1.750% 11/15/20P2019-08-302020-11-15$2,000$2,000$0$0
US TREASURY NOTE 2.000% 11/30/20P2019-09-272020-11-30$4,000$4,000$0$0
US TREASURY NOTE 1.750% 12/31/20P2019-10-282020-12-31$2,000$2,000$0$0
US TREASURY NOTE 2.625% 8/15/20P2019-07-182020-08-15$3,000$3,000$0$0
US TREASURY NOTE 1.125% 4/30/20P2019-04-262020-04-30$2,000$1,975$25$25
US TREASURY NOTE 1.500% 5/15/20P2019-02-272020-05-15$1,000$988$12$12
FieldValueIRS element (for citing)
Capital Gain Net Income$89CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$9TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNVOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLEWIS FAMILY ADVISORS LLCIndividualWithBooksNm
Phone7753316900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11380 GREG STREET SUITE 231AddressLine1Txt
CitySPARKSCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89431ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLEWIS FAMILY ADVISORS LLCPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11380 GREG STREET SUITE 231AddressLine1Txt
CitySPARKSCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89431ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.50AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$37,852AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,425AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$39,277TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$39,277AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$589CashDeemedCharitableAmt
Net Vl Noncharitable Assets$38,688NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,934MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,934MinimumInvestmentReturnAmt
Tax Based On Investment Income$9TaxBasedOnInvestmentIncomeAmt
Total Tax$9TotalTaxAmt
Distributable Before Adj$1,925DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,925DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,925DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,925DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$470ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$816ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$876ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$444ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$41ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,647TotalExcessDistributionCyovAmt
Qualifying Distributions$2,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,925AppliedToCurrentYearAmt
Remaining Distri From Corpus$75RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,722TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$470ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,252ExcessDistriCyovToNextYrAmt
Excess From Year4$816ExcessFromYear4Amt
Excess From Year3$876ExcessFromYear3Amt
Excess From Year2$444ExcessFromYear2Amt
Excess From Year1$41ExcessFromYear1Amt
Excess From Current Year$75ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTRAL SCHOOL DISTRICT
10601 CHURCH STREET SUITE 112RANCO CUCAMONGACA91730PCTO PROMOTE EDUCATION AND HELP STRENGTHEN COMMUNITITES.$500
FONTANA UNIFIED SCHOOL DISTRICT
9680 CITRUS AVENUEFONTANACA92335PCTO PROMOTE EDUCATION AND HELP STRENGTHEN COMMUNITITES.$500
SUSTAINABLE CLAREMONT
PO BOX 1502CLAREMONTCA91711PCTO PROMOTE HEALTHY LIVING AND HELP STRENGTHEN COMMUNITIES.$500
THE COMMUNITY FOUNDATION
3700 SIXTH STREET SUITE 200RIVERSIDECA92501PCTO PROMOTE HEALTHY LIVING AND HELP STRENGTHEN COMMUNITITES.$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$535ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$89ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$689ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$689TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AGENCY FEES$38$38$0
PENALTIES$58$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescWELLS FARGO BANK, N.A.Desc
Revenue And Expenses Per Books$50RevenueAndExpensesPerBooksAmt
Net Investment Income$50NetInvestmentIncomeAmt
Adjusted Net Income$50AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$20Amt
Net Investment Income$20NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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