RAHIM FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
RAHIM FOUNDATION INC (EIN 47-2912447)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-09
IRS object ID
202001919349101460
Schema version
2019v5.0
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)
Return2020-07-09T14:41:24-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN593484614PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PECK JENKINS KERSHNER CPAS PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line134650 US HIGHWAY 19 N STE 108AddressLine1Txt
CityPALM HARBORCityNm
State AbbreviationFLStateAbbreviationCd
ZIP346842155ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472912447EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RAHIM FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRAHIBusinessNameControlTxt
Phone7277411324PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15749 WESTSHORE DRIVEAddressLine1Txt
CityNEW PORT RICHEYCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34652ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANISA RAHIMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7277411324PhoneNum
Signature2020-07-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEAH M KERSHNERPreparerPersonNm
PTINP00565615PTIN
Phone7277852773PhoneNum
Preparation2020-07-09PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$458,245FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$102,080ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$86InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$86InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,361DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,361DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,968NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$183,241GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$63CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$113,495TotalRevAndExpnssAmt
Total Net Invst Incm$9,510TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,577AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$3,581OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,471OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$168TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,326TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,471TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,120ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,120ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,446TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,471TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,120TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$88,049ExcessRevenueOverExpensesAmt
Net Investment Income$6,039NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$91,411CashBOYAmt
Cash EOY$7,549CashEOYAmt
Cash EOYFMV$7,549CashEOYFMVAmt
Corporate Stock BOY$18,490CorporateStockBOYAmt
Corporate Stock EOY$101,822CorporateStockEOYAmt
Corporate Stock EOYFMV$101,284CorporateStockEOYFMVAmt
Other Investments BOY$257,764OtherInvestmentsBOYAmt
Other Investments EOY$346,343OtherInvestmentsEOYAmt
Other Investments EOYFMV$349,412OtherInvestmentsEOYFMVAmt
Total Assets BOY$367,665TotalAssetsBOYAmt
Total Assets EOY$455,714TotalAssetsEOYAmt
Total Assets EOYFMV$458,245TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$367,665NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$455,714NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$367,665TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$455,714TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$367,665TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$455,714TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$367,665TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$88,049ExcessRevenueOverExpensesAmt
Subtotal$455,714SubtotalAmt
Tot Net Ast Or Fund Balances EOY$455,714TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$63CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$25,835AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$323,751NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.079799DistributionYr1Rt
Adjusted Qlfy Distri Yr2$13,935AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$285,351NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048835DistributionYr2Rt
Adjusted Qlfy Distri Yr3$12,800AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$18,038NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.709613DistributionYr3Rt
Adjusted Qlfy Distri Yr4$18,900AdjustedQlfyDistriYr4Amt
Total Distribution0.838247TotalDistributionRt
Average Distribution0.279416AverageDistributionRt
Net Vl Noncharitable Assets$406,761NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$113,656AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$60NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$113,716AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$20,120QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$121InvestmentIncomeExciseTaxAmt
Subtotal$121SubtotalAmt
Tax Based On Investment Income$121TaxBasedOnInvestmentIncomeAmt
Tax Due$121TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDR ANISA RAHIMIndividualWithBooksNm
Phone7277411324PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1236 5TH STREET 1ST FLOORAddressLine1Txt
CityJERSEY CITYCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07302ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANISA RAHIM
236 5TH STREET 1ST FLOORJERSEY CITYNJ07302PRESIDENT000.00$0$0$0
SAQUIB RAHIM
145 E 27TH STREET APT 5JNEW YORKNY10016SECRETARY000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$363,475AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$49,480AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$412,955TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$412,955AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,194CashDeemedCharitableAmt
Net Vl Noncharitable Assets$406,761NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,338MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,338MinimumInvestmentReturnAmt
Tax Based On Investment Income$121TaxBasedOnInvestmentIncomeAmt
Total Tax$121TotalTaxAmt
Distributable Before Adj$20,217DistributableBeforeAdjAmt
Distributable Before Ded$20,217DistributableBeforeDedAmt
Distributable As Adjusted$20,217DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,120ExpensesAndContributionsAmt
Qualifying Distributions$20,120QualifyingDistributionsAmt
Adjusted Qualifying Distri$20,120AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$20,217DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$18,567ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,898ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$9,730ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$40,195TotalExcessDistributionCyovAmt
Qualifying Distributions$20,120QualifyingDistributionsAmt
Applied To Current Year$20,120AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$97ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$97ExcessDistributionCyovAppCYAmt
Total Corpus$40,098TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$40,098ExcessDistriCyovToNextYrAmt
Excess From Year4$18,470ExcessFromYear4Amt
Excess From Year3$11,898ExcessFromYear3Amt
Excess From Year1$9,730ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRAHIM FAMILY LLCContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN DIABETES ASSOCIATION
PO BOX 7023MERRIFIELDVA22116CHARITABLE CONTRIBUTION$60
AMERICAN HEART ASSOCIATION
10 GLENLAKE PKWY NEATLANTAGA30328CHARITABLE CONTRIBUTION$100SOUTH TOWER STE 400
AMERICAN RED CROSS
3310 W MAIN STREETTAMPAFL33607CHARITABLE CONTRIBUTION$100
CAIR FLORIDA
8076 N 56TH STREETTAMPAFL33617CHARITABLE CONTRIBUTION$100
CHS
1485 SEMORAN BOULEVARDWINTER PARKFL32792CHARITABLE CONTRIBUTION$3,000
DOCTORS WITHOUT BORDERS
333 SEVENTH AVENUENEW YORKNY10001CHARITABLE CONTRIBUTION$1002ND FLOOR
ISLAMIC CENTER
4715 GRAND BOULEVARDNEW PORT RICHEYFL34652CHARITABLE CONTRIBUTION$16,100
OXFAM NEPAL RELIEF FUND
226 CAUSEWAY STREETBOSTONMA02114CHARITABLE CONTRIBUTION$1005TH FLOOR
UNITED PRODUCTION FOUNDATION
PO BOX 650458POTOMAC FALLSVA20165CHARITABLE CONTRIBUTION$250
WUSF
4202 EAST FOWLER AVETAMPAFL33620CHARITABLE CONTRIBUTION$110TVB100
SUNRISE USA
PO BOX 910RAMSEYNJ07446CHARITABLE CONTRIBUTION$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,120TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$86RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,361RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,968RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$11,415RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,415TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RAHIM FAMILY LLCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15749 WEST SHORT DRIVEAddressLine1Txt
CityNEW PORT RICHEYCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34652ZIPCd
FieldValueIRS element (for citing)
Total Contributions$101,996TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property481 ACCENTURE PLC IRELAND SHARESNoncashPropertyDesc
Fair Market Value$101,996FairMarketValueAmt
Received2019-12-26ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,577Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (16 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
THORNBURG INCOME TR2018-05PURCHASE2019-03$546$538$8
TRANSAMERICA FUNDS SHORT TERM BOND2018-05PURCHASE2019-03$627$623$4
TRANSAMERICA BOND FUND CLASS I2018-05PURCHASE2019-03$992$984$8
VANGUARD SHORT TERM ETF2018-10PURCHASE2019-03$319$312$7
VANGUARD SHORT TERM ETF2018-10PURCHASE2019-09$18,869$18,178$691
VIRTUS NEWFLEET LOW DURATION CORE PL2019-09PURCHASE2019-11$398$399-$1
VIRTUS ASSET TR SEIX ULTRA SHORT BD2018-11PURCHASE2019-09$68,016$68,016
THORNBURG INCOME TR LTD TERM INCOME2018-05PURCHASE2019-09$26,711$25,830$881
VIRTUS ASSET TR SEIX US GOVT SECS UL2019-03PURCHASE2019-09$55,784$55,672$112
VIRTUS ASSET TR SEIX US GOVT SECS UL2019-05PURCHASE2019-09$108$108
VIRTUS ASSET TR SEIX US GOVT SECS UL2019-06PURCHASE2019-09$121$121
VIRTUS ASSET TR SEIX US GOVT SECS UL2019-07PURCHASE2019-09$104$104
VIRTUS ASSET TR SEIX US GOVT SECS UL2019-08PURCHASE2019-09$110$110
VIRTUS ASSET TR SEIX US GOVT SECS UL2019-09PURCHASE2019-09$115$115
TRANSAMERICA FUNDS SHORT TERM BOND2018-05PURCHASE2019-11$358$351$7
TRANSAMERICA FUNDS SHORT TERM BOND2018-05PURCHASE2019-12$10,000$9,812$188

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWELLS FARGO X6549 STOCKSStockNm
EOY Book Value$101,822EOYBookValueAmt
EOYFMV$101,284EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemWELLS FARGO X6549 MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$346,343BookValueAmt
EOYFMV$349,412EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
ANNUAL FEE$100
ADVISORY FEES - WELLS FARGO$3,087$3,087
BANK SERVICE CHARGES$394$384

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINCOME TAX PAIDCategoryTxt
Amt$168Amt

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