2021-10-12T12:56:32-05:00 2021-06-30 823783607 ALLIED TAX PLANNERS 7300 JOHNSTON ROAD SUITE B PLEASANTON CA 94588 990PF 2020-07-01 770466636 THE FIATO FAMILY FOUNDATION FIAT 4082670379 1597 DEANZA WAY SAN JOSE CA 951254434 MICHAEL FIATO TRUSTEE 4085091798 2021-09-15 true MICHAEL FIATO XXX-XX-XXXX BRADLEY L HAUPT EA P00563075 5108862937 2021-09-15 X 2020 2022-09-23 18:48:47Z X 419205 X X 1 1 23191 23191 -19086 126883 502 4106 23694 2305 2042 2042 2042 10 156 19242 156 4513 21284 2198 0 10000 10000 14513 21284 2198 10000 -10407 2410 26893 43339 43339 315421 375866 375866 6048 348362 419205 419205 0 X 348362 419205 348362 419205 348362 419205 348362 -10407 84179 422134 2929 419205 502 33 33 33 33 false false false false false false false true true CA true false false false false true NONE MICHAEL FIATO 4082670379 478 W HAMILTON AVE CAMPBELL CA 95008 false false false false false false false true 2019 2018 2017 2016 true false false false false false false false false false false false false MICHAEL FIATO 478 W HAMILTON AVE CAMPBELL CA 95008 TRUSTEE 1.00 0 0 0 NONE NONE THE FOUNDATION CONTINUES TO SUPPORT THE ROMAN CATHOLIC CHURCH AND ITS PROGRAMS THROUGH CASH DONATIONS. ALSO CONTRIBUTED TO THE PARALYZED VETERANS OF AMERICA. 5000 THIS YEAR THE FOUNDATION ALSO CONTRIBUTED TO THE PARALYZED VETERANS OF AMERICA. 5000 N/A 351027 31154 0 382181 382181 5733 376448 18822 18822 33 33 18789 18789 18789 10000 10000 10000 18789 17530 2015 2014 2013 29065 10000 10000 29065 29065 7530 18789 X ROMAN CATHOLIC CHURCH 1576 CURTNER AVE SAN JOSE CA 95125 NONE EXEMPT RELIGIOUS 10000 10000 14 1 14 23191 -19086 23192 -19086 4106 false false false false false false false false false false TAX & ACCOUNTING SERVICES 2305 570S ANNALY CAPITAL MANAGEMENT-TD 2010-10 PURCHASE 2020-09 4347 10209 -5862 318S BLOOMBERG BRCLYS TRUST-TD 2012-06 PURCHASE 2020-09 32066 36888 -4822 395.54S BLOOMBERG BRCLYS TRUST-FID 2012-06 PURCHASE 2020-11 32066 34226 -2160 648S APOLLO COMMERCIAL RE 2016-06 PURCHASE 2021-02 7964 9770 -1806 325S CORNERSTONE TOTAL RETURN-SCHWAB 2014-02 PURCHASE 2020-11 3539 3140 399 126S VEREIT 2014-10 PURCHASE 2021-01 4780 5654 -874 30S CVS 2016-12 PURCHASE 2021-01 2060 2373 -313 300S MACY'S 2019-08 PURCHASE 2021-01 3399 6007 -2608 100S GILEAD 2016-07 PURCHASE 2021-01 5864 8310 -2446 1328S SALIENT INCOME FUND 2008-10 PURCHASE 2021-01 26282 23001 3281 500S OAKTREE SPECIALTY LENDING CORP 2014-09 PURCHASE 2021-01 2848 4621 -1773 100S GENERAL ELECTRIC 2018-01 PURCHASE 2021-01 1166 1770 -604 CHARLES SCHWAB-1040 149963 149963 FIDELITY FUNDS 72867 72867 TD AMERITRADE (RABBI TRUST) 153036 153036 CRV REFINING 6048 FEDERAL TAXES 2929 EXPENSES BANK FEES-CHASE 156 156 156 CAPITAL LOSSES REDUCE NET INV 19086 SECURITY FLUCTUATIONS 84179 INVESTMENT MANAGEMENT FEES-TD 2042 2042 2042 STATE TAXES FTB 10