BETA

FIATO FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
FIATO FAMILY FOUNDATION (EIN 77-0466636)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-11-06
IRS object ID
201903109349101070
Schema version
2018v3.1
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)
Return2019-11-06T18:02:08-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943206957PreparerFirmEIN

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 Begin2018-07-01TaxPeriodBeginDt

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
Signature2019-10-31SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRADLEY L HAUPT EAPreparerPersonNm
PTINP00563075PTIN
Phone9252486800PhoneNum
Preparation2019-11-01PreparationDt
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)
IP2019-11-06IPDt
IP Tm18:02:08IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA8C56595B2E4F48FCD41C162B7A404A65F98868AtSubmissionCreationDeviceId
At Submission Filing Device IdDA8C56595B2E4F48FCD41C162B7A404A65F98868AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$423,915FMVAssetsEOYAmt
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$40InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$40InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$32,845DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,845DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,241NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,318GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,627CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$285OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$35,411TotalRevAndExpnssAmt
Total Net Invst Incm$34,512TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,372AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$1,361OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,361OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$1,361OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$35TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$986OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$842OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$842OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$4,754TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,203TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,203TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,754TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,203TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,203TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$15,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,657ExcessRevenueOverExpensesAmt
Net Investment Income$32,309NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,503SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$22,350SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,350SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$370,252CorporateStockBOYAmt
Corporate Stock EOY$367,385CorporateStockEOYAmt
Corporate Stock EOYFMV$367,385CorporateStockEOYFMVAmt
Other Assets BOY$19,824OtherAssetsBOYAmt
Other Assets EOY$34,180OtherAssetsEOYAmt
Other Assets EOYFMV$34,180OtherAssetsEOYFMVAmt
Total Assets BOY$399,579TotalAssetsBOYAmt
Total Assets EOY$423,915TotalAssetsEOYAmt
Total Assets EOYFMV$423,915TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$399,579UnrestrictedBOYAmt
Unrestricted EOY$423,915UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$399,579TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$423,915TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$399,579TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$423,915TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$399,579TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,657ExcessRevenueOverExpensesAmt
Other Increases$8,679OtherIncreasesAmt
Subtotal$423,915SubtotalAmt
Tot Net Ast Or Fund Balances EOY$423,915TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$1,627CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$374,071NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.026733DistributionYr1Rt
Adjusted Qlfy Distri Yr2$11,751AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$399,710NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.029399DistributionYr2Rt
Adjusted Qlfy Distri Yr3$11,700AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$375,884NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.031127DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,715AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$454,184NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.025794DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$450,213NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.017769DistributionYr5Rt
Total Distribution0.130822TotalDistributionRt
Average Distribution0.026164AverageDistributionRt
Net Vl Noncharitable Assets$401,714NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$10,510AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$323NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$10,833AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$15,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$323InvestmentIncomeExciseTaxAmt
Subtotal$323SubtotalAmt
Tax Based On Investment Income$323TaxBasedOnInvestmentIncomeAmt
Tax Due$323TaxDueAmt

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 PY12017UndistributedIncomePY1Yr
Undistributed Income PY22016UndistributedIncomePY2Yr
Undistributed Income PY32015UndistributedIncomePY3Yr
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$15,000Expenses1Amt

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$365,687AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,832AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$29,312FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$407,831TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$407,831AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,117CashDeemedCharitableAmt
Net Vl Noncharitable Assets$401,714NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,086MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,086MinimumInvestmentReturnAmt
Tax Based On Investment Income$323TaxBasedOnInvestmentIncomeAmt
Total Tax$323TotalTaxAmt
Distributable Before Adj$19,763DistributableBeforeAdjAmt
Distributable Before Ded$19,763DistributableBeforeDedAmt
Distributable As Adjusted$19,763DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,000ExpensesAndContributionsAmt
Qualifying Distributions$15,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$323PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$14,677AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,763DistributableAsAdjustedAmt
Undistributed Income PY$18,071UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Total For Prior Years$16,231TotalForPriorYearsAmt
Qualifying Distributions$15,000QualifyingDistributionsAmt
Applied To Year1$15,000AppliedToYear1Amt
Prior Year Undistributed Incm$16,231PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$16,231PriorYearDeficiencyOrTaxAmt
Taxable2$3,071Taxable2Amt
Undistributed Income CY$19,763UndistributedIncomeCYAmt

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$15,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,845ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,241RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCVR REFINING, LPDesc
Exclusion14ExclusionCd
Exclusion$285ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$33,170ExclusionAmt
Related Or Exempt Function Incm$2,241RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$35,411TotalIncomeProducingActyAmt

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$2,372Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetBARCLAYS HI YLD BOND FD. ETF 300SAssetDesc
Acquired2018-11AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2019-02SoldDt
Gross Sales Price$10,691GrossSalesPriceAmt
Basis$10,077BasisAmt
Total Net$614TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB-1040$137,602$137,602
FIDELITY FUNDS$84,000$84,000
NATIONAL FIN. SERV. (RABBI TRUST)$145,783$145,783

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIRECT PARTICIPATION PROGRAMSDesc
BOY Book Value$19,824BOYBookValueAmt
EOY Book Value$34,180EOYBookValueAmt
EOYFMV$34,180EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
BANK FEES-CHASE$144
ENERGY TRANSFER PARTNERS, LP$715$715$715
WILLIAMS PARTNERS LP$127$127$127

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCVR REFINING, LPDesc
Revenue And Expenses Per Books$285RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMARKET FLUCTUATIONSDesc
Amt$8,679Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEES-TDCategoryTxt
Amt$1,361Amt
Net Investment Income$1,361NetInvestmentIncomeAmt
Adjusted Net Income$1,361AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATE TAXESCategoryTxt
Amt$35Amt

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