DOWNEY FAMILY FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
DOWNEY FAMILY FOUNDATION INC (EIN 82-0577920)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-10-21
IRS object ID
201912949349100616
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)
Return2019-10-21T15:58:23-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770054149PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SILICON PARK TAX CONSULTANTSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11520 The Alameda 120AddressLine1Txt
CitySan JoseCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95126ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN820577920EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DOWNEY FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDOWNBusinessNameControlTxt
Phone4089210383PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12914 BIRD ROCK ROADAddressLine1Txt
CityPEBBLE BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93953ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL DOWNEYPersonNm
Person TitlePresidentPersonTitleTxt
Signature2019-10-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVE PIROTTA - EAPreparerPersonNm
PTINP00044891PTIN
Phone4082805400PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$50InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$50InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$50InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$15,306DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,306DividendsNetInvstIncmAmt
Dividends Adj Net Incm$15,306DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,770NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$266,560GrossSalesPriceAmt
Total Rev And Expnss$28,586TotalRevAndExpnssAmt
Total Net Invst Incm$15,356TotalNetInvstIncmAmt
Total Adj Net Incm$15,356TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$910AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$6,165OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,165OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$77TaxesRevAndExpnssAmt
Taxes Net Invst Incm$77TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,177TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,242TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,972ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,972ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$50,149TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,242TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$42,997TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$21,563ExcessRevenueOverExpensesAmt
Net Investment Income$9,114NetInvestmentIncomeAmt
Adjusted Net Income$15,356AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,125CashBOYAmt
Cash EOY$34,869CashEOYAmt
Sav And Temp Cash Invst BOY$8,428SavAndTempCashInvstBOYAmt
Other Investments BOY$635,521OtherInvestmentsBOYAmt
Other Investments EOY$586,334OtherInvestmentsEOYAmt
Total Assets BOY$648,074TotalAssetsBOYAmt
Total Assets EOY$621,203TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Other Liabilities BOY$5,308OtherLiabilitiesBOYAmt
Total Liabilities BOY$5,308TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$642,766UnrestrictedBOYAmt
Unrestricted EOY$621,203UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$642,766TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$621,203TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$648,074TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$621,203TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$642,766TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$21,563ExcessRevenueOverExpensesAmt
Subtotal$621,203SubtotalAmt
Tot Net Ast Or Fund Balances EOY$621,203TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WFA #2756-1497 TRADESP2018-01-012018-12-31$42,601$43,953-$1,352-$1,352
WFA #2756-1497 TRADESP2017-01-012018-12-31$212,805$224,377-$11,572-$11,572
WFA #2756-1497 MUTUAL FUNDS CAP GAINSP2017-01-012018-12-31$11,154$11,154$11,154
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,770CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$1,352NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$36,272AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$622,346NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05828DistributionYr1Rt
Adjusted Qlfy Distri Yr2$36,930AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$625,795NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05901DistributionYr2Rt
Adjusted Qlfy Distri Yr3$41,549AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$615,571NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.06750DistributionYr3Rt
Adjusted Qlfy Distri Yr4$60,441AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$632,541NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.09555DistributionYr4Rt
Adjusted Qlfy Distri Yr5$91,650AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$663,100NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.13821DistributionYr5Rt
Total Distribution0.418560TotalDistributionRt
Average Distribution0.083712AverageDistributionRt
Net Investment Income Pct$91NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$91AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$42,997QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$91InvestmentIncomeExciseTaxAmt
Subtotal$91SubtotalAmt
Tax Based On Investment Income$91TaxBasedOnInvestmentIncomeAmt
Tax Due$91TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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 AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL DOWNEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4089210383PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12914 BIRD ROCK ROADAddressLine1Txt
CityPEBBLE BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93953ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MICHAEL P DOWNEY
2914 BIRD ROCK ROADPEBBLE BEACHCA93953President & CFO1.00$0
JERI JEAN DOWNEY
2914 BIRD ROCK ROADPEBBLE BEACHCA93953Secretary1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$91TaxBasedOnInvestmentIncomeAmt
Total Tax$91TotalTaxAmt
Distributable Before Adj$91DistributableBeforeAdjAmt
Distributable Before Ded$91DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,997ExpensesAndContributionsAmt
Qualifying Distributions$42,997QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$91PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$42,906AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$71,150ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$60,656ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$41,800ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$37,158ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,127ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$216,891TotalExcessDistributionCyovAmt
Qualifying Distributions$42,997QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$42,997RemainingDistriFromCorpusAmt
Total Corpus$259,888TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$71,150ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$188,738ExcessDistriCyovToNextYrAmt
Excess From Year4$60,656ExcessFromYear4Amt
Excess From Year3$41,800ExcessFromYear3Amt
Excess From Year2$37,158ExcessFromYear2Amt
Excess From Year1$6,127ExcessFromYear1Amt
Excess From Current Year$42,997ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL P DOWNEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MONTEREY CHURCH
401 ALVARADO STMONTEREYCA93940NONE501(C)(3)GENERAL SUPPORT$5,900
MONTEREY MINISTRIES
432 ALVARADO ST STE BMONTEREYCA93940NONEGENERAL SUPPORT$22,500
CAMPUS CRUSADE FOR CHRIST CRU
100 LAKE HART DRIVE 2200ORLANDOFL32832NONE501(C)(3)GENERAL SUPPORT$5,500
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO80921NONE501(C)(3)GENERAL SUPPORT$1,452
HERITAGE FOUNDATION
214 MASSACHUTES AVE NEWASHINGTONDC20002NONE501(C)(3)GENERAL SUPPORT$1,000
CHILDREN'S HOPECHEST
PO BOX 1190PALMER LAKECO80133NONE501(C)(3)GENERAL SUPPORT$1,620
AMERICAN RED CROSS
8550 ARLINGTON BLVDFAIRFAXVA22031NONEPCGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,972TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,306ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion-$1,770ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$13,586ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,586TotalIncomeProducingActyAmt

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 PersonMICHAEL P DOWNEYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12914 BIRD ROCK ROADAddressLine1Txt
CityPEBBLE BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93953ZIPCd
FieldValueIRS element (for citing)
Total Contributions$15,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$910Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescATTY GENERAL REGISTRY CHARITY TRUSTSDesc
Revenue And Expenses Per Books$25RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$25DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryWELLS FARGO ADVISORY FEECategoryTxt
Amt$6,165Amt
Net Investment Income$6,165NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$77Amt
Net Investment Income$77NetInvestmentIncomeAmt

Comments

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