2020-11-09T18:31:34-06:00 2020-06-30 ALLIED TAX PLANNERS 7300 JOHNSTON ROAD SUITE B PLEASANTON CA 94588 990PF 2019-07-01 770466636 THE FIATO FAMILY FOUNDATION FIAT 4082670379 1597 DEANZA WAY SAN JOSE CA 951254434 MICHAEL FIATO TRUSTEE 4085091798 2020-10-23 BRADLEY L HAUPT EA P00563075 9252486800 2020-10-23 X 69.42.25.237 2020-11-09 18:31:34 CS P 1A92953B34E3CCDF80A26B88D20356CC9ECF7D10 1A92953B34E3CCDF80A26B88D20356CC9ECF7D10 2019 2021-04-22 16:20:28Z X 348362 X X 35 35 29869 29869 -17089 26472 392 96 12911 30296 2335 1924 1924 1924 35 144 144 144 4438 2068 2068 0 10000 10000 14438 2068 2068 10000 -1527 28228 22350 26893 26893 367385 315421 315421 34180 6048 6048 423915 348362 348362 0 X 423915 348362 423915 348362 423915 348362 423915 -1527 422388 74026 348362 392 false 14677 401714 0.036536 10000 374071 0.026733 11751 399710 0.029399 11700 375884 0.031127 11715 454184 0.025794 0.149589 0.029918 361901 10827 282 11109 10000 565 565 565 X 10 575 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 2018 2017 2016 2015 true false false false false false false false false false false false false MICHAEL FIATO 478 W HAMILTON AVE CAMPBELL CA 95008 TRUSTEE 000.00 0 0 0 NONE NONE THE FOUNDATION CONTINUES TO SUPPORT THE ROMAN CATHOLIC CHURCH AND ITS PROGRAMS THROUGH CASH DONATIONS. 10000 N/A 337089 24417 5906 367412 367412 5511 361901 18095 18095 565 565 17530 17530 17530 10000 10000 10000 17530 19763 2015 2014 2013 19302 10000 10000 19302 19302 9763 17530 X ROMAN CATHOLIC CHURCH 1576 CURTNER AVE SAN JOSE CA 95125 NONE EXEMPT RELIGIOUS 10000 10000 14 35 14 29869 -17089 CVR REFINING, LP 14 96 30000 -17089 12911 false false false false false false false false false false TAX & ACCOUNTING SERVICES 2335 310S INFRACAP MLP ETF: AMZA 2017-01 PURCHASE 2020-06 6060 23359 -17299 182S BLOOMBERG BARCLAYS ETF 2018-11 PURCHASE 2020-01 20020 20202 -182 CHARLES SCHWAB-1040 114022 114022 FIDELITY FUNDS 73919 73919 TD AMERITRADE (RABBI TRUST) 127480 127480 DIRECT PARTICIPATION PROGRAMS 34180 6048 6048 FEDERAL TAXES 921 MARKET FLUCTUATIONS 51964 LTD. PARTNERSHIP DIST. OR TRANSFERS TO CASH 21141 EXPENSES BANK FEES-CHASE 144 144 144 CVR REFINING, LP 96 INVESTMENT MANAGEMENT FEES-TD 1924 1924 1924 STATE TAXES 25 FTB 10