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FIATO FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
FIATO FAMILY FOUNDATION (EIN 77-0466636)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-11-09
IRS object ID
202013149349101341
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)
Return2020-11-09T18:31:34-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALLIED TAX PLANNERSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17300 JOHNSTON ROAD SUITE BAddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94588ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770466636EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FIATO FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFIATBusinessNameControlTxt
Phone4082670379PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11597 DEANZA WAYAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP951254434ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL FIATOPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4085091798PhoneNum
Signature2020-10-23SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRADLEY L HAUPT EAPreparerPersonNm
PTINP00563075PTIN
Phone9252486800PhoneNum
Preparation2020-10-23PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.42.25.237IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-09IPDt
IP Tm18:31:34IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1A92953B34E3CCDF80A26B88D20356CC9ECF7D10AtSubmissionCreationDeviceId
At Submission Filing Device Id1A92953B34E3CCDF80A26B88D20356CC9ECF7D10AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$348,362FMVAssetsEOYAmt
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$35InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$35InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$29,869DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,869DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$17,089NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$26,472GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$392CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$96OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$12,911TotalRevAndExpnssAmt
Total Net Invst Incm$30,296TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,335AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$1,924OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,924OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$1,924OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$35TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$144OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$144OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$144OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$4,438TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,068TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,068TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,438TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,068TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,068TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$10,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,527ExcessRevenueOverExpensesAmt
Net Investment Income$28,228NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$22,350SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$26,893SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$26,893SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$367,385CorporateStockBOYAmt
Corporate Stock EOY$315,421CorporateStockEOYAmt
Corporate Stock EOYFMV$315,421CorporateStockEOYFMVAmt
Other Assets BOY$34,180OtherAssetsBOYAmt
Other Assets EOY$6,048OtherAssetsEOYAmt
Other Assets EOYFMV$6,048OtherAssetsEOYFMVAmt
Total Assets BOY$423,915TotalAssetsBOYAmt
Total Assets EOY$348,362TotalAssetsEOYAmt
Total Assets EOYFMV$348,362TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$423,915NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$348,362NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$423,915TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$348,362TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$423,915TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$348,362TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$423,915TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,527ExcessRevenueOverExpensesAmt
Subtotal$422,388SubtotalAmt
Other Decreases$74,026OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$348,362TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$392CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$14,677AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$401,714NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036536DistributionYr1Rt
Adjusted Qlfy Distri Yr2$10,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$374,071NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.026733DistributionYr2Rt
Adjusted Qlfy Distri Yr3$11,751AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$399,710NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.029399DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,700AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$375,884NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.031127DistributionYr4Rt
Adjusted Qlfy Distri Yr5$11,715AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$454,184NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.025794DistributionYr5Rt
Total Distribution0.149589TotalDistributionRt
Average Distribution0.029918AverageDistributionRt
Net Vl Noncharitable Assets$361,901NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$10,827AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$282NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$11,109AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$565InvestmentIncomeExciseTaxAmt
Subtotal$565SubtotalAmt
Tax Based On Investment Income$565TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$10EsPenaltyAmt
Tax Due$575TaxDueAmt

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 StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksMICHAEL FIATOIndividualWithBooksNm
Phone4082670379PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1478 W HAMILTON AVEAddressLine1Txt
CityCAMPBELLCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95008ZIPCd
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 PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12018UndistributedIncomePY1Yr
Undistributed Income PY22017UndistributedIncomePY2Yr
Undistributed Income PY32016UndistributedIncomePY3Yr
Undistributed Income PY42015UndistributedIncomePY4Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
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

FieldValueIRS element (for citing)
PersonMICHAEL FIATOPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1478 W HAMILTON AVEAddressLine1Txt
CityCAMPBELLCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95008ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION CONTINUES TO SUPPORT THE ROMAN CATHOLIC CHURCH AND ITS PROGRAMS THROUGH CASH DONATIONS.Description1Txt
Expenses1$10,000Expenses1Amt

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$337,089AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,417AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$5,906FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$367,412TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$367,412AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,511CashDeemedCharitableAmt
Net Vl Noncharitable Assets$361,901NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,095MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,095MinimumInvestmentReturnAmt
Tax Based On Investment Income$565TaxBasedOnInvestmentIncomeAmt
Total Tax$565TotalTaxAmt
Distributable Before Adj$17,530DistributableBeforeAdjAmt
Distributable Before Ded$17,530DistributableBeforeDedAmt
Distributable As Adjusted$17,530DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,000ExpensesAndContributionsAmt
Qualifying Distributions$10,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$10,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,530DistributableAsAdjustedAmt
Undistributed Income PY$19,763UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$19,302TotalForPriorYearsAmt
Qualifying Distributions$10,000QualifyingDistributionsAmt
Applied To Year1$10,000AppliedToYear1Amt
Prior Year Undistributed Incm$19,302PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$19,302PriorYearDeficiencyOrTaxAmt
Taxable2$9,763Taxable2Amt
Undistributed Income CY$17,530UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonROMAN CATHOLIC CHURCHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11576 CURTNER AVEAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95125ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusEXEMPTRecipientFoundationStatusTxt
Grant Or Contribution PurposeRELIGIOUSGrantOrContributionPurposeTxt
Amt$10,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,869ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$17,089RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCVR REFINING, LPDesc
Exclusion14ExclusionCd
Exclusion$96ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$30,000ExclusionAmt
Related Or Exempt Function Incm-$17,089RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,911TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX & ACCOUNTING SERVICESCategoryTxt
Amt$2,335Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
310S INFRACAP MLP ETF: AMZA2017-01PURCHASE2020-06$6,060$23,359-$17,299
182S BLOOMBERG BARCLAYS ETF2018-11PURCHASE2020-01$20,020$20,202-$182

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB-1040$114,022$114,022
FIDELITY FUNDS$73,919$73,919
TD AMERITRADE (RABBI TRUST)$127,480$127,480

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIRECT PARTICIPATION PROGRAMSDesc
BOY Book Value$34,180BOYBookValueAmt
EOY Book Value$6,048EOYBookValueAmt
EOYFMV$6,048EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
FEDERAL TAXES$921
MARKET FLUCTUATIONS$51,964
LTD. PARTNERSHIP DIST. OR TRANSFERS TO CASH$21,141

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
BANK FEES-CHASE$144$144$144

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCVR REFINING, LPDesc
Revenue And Expenses Per Books$96RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEES-TDCategoryTxt
Amt$1,924Amt
Net Investment Income$1,924NetInvestmentIncomeAmt
Adjusted Net Income$1,924AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
STATE TAXES$25
FTB$10

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