KATHY SHIH MEMORIAL FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
KATHY SHIH MEMORIAL FOUNDATION INC (EIN 27-1669285)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-13
IRS object ID
201933179349102433
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)
Return2019-11-13T16:17:54-08:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEUNG & YEE INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line139111 PASEO PADRE PKY 318AddressLine1Txt
CityFREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945381695ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271669285EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Kathy Shih Memorial Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKATHBusinessNameControlTxt
Phone5105990453PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 15088AddressLine1Txt
CityFremontCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94539ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLILY SHIHPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5105990453PhoneNum
Signature2019-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLINDA LEUNG CPAPreparerPersonNm
PTINP00735466PTIN
Phone5107968228PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address73.202.116.74IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-13IPDt
IP Tm16:17:49IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id656A2CE33C7891CE8C6CEB7B57BC6E773D4BE50EAtSubmissionCreationDeviceId
At Submission Filing Device Id656A2CE33C7891CE8C6CEB7B57BC6E773D4BE50EAtSubmissionFilingDeviceId
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$549,935FMVAssetsEOYAmt
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$22InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$22InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$34,865DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,865DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,576NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$45,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,576CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$1,297OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$39,760TotalRevAndExpnssAmt
Total Net Invst Incm$38,463TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,000AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$4,926OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,926OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$35TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$7,961TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,926TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,961TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,926TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$31,799ExcessRevenueOverExpensesAmt
Net Investment Income$30,537NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$68,917CashBOYAmt
Cash EOY$65,883CashEOYAmt
Cash EOYFMV$65,883CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,015SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,017SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,017SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$461,906CorporateStockBOYAmt
Corporate Stock EOY$496,770CorporateStockEOYAmt
Corporate Stock EOYFMV$479,035CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$535,838TotalAssetsBOYAmt
Total Assets EOY$567,670TotalAssetsEOYAmt
Total Assets EOYFMV$549,935TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$535,838RetainedEarningBOYAmt
Retained Earning EOY$567,670RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$535,838TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$567,670TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$535,838TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$567,670TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$535,838TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$31,799ExcessRevenueOverExpensesAmt
Other Increases$33OtherIncreasesAmt
Subtotal$567,670SubtotalAmt
Tot Net Ast Or Fund Balances EOY$567,670TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO 1780-3980P2013-03-042018-10-31$15,000$0$9,523$5,477$0$0$0$5,477
WELLS FARGO 1780-3980P2015-04-072018-10-31$15,000$0$15,995-$995$0$0$0-$995
WELLS FARGO 1780-3980P2016-08-012018-10-31$15,000$0$15,906-$906$0$0$0-$906
FieldValueIRS element (for citing)
Capital Gain Net Income$3,576CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$1,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$536,461NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.002796DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$496,642NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.012081DistributionYr2Rt
Adjusted Qlfy Distri Yr3$22,689AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$509,433NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.044538DistributionYr3Rt
Adjusted Qlfy Distri Yr4$320,684AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$605,625NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.529509DistributionYr4Rt
Adjusted Qlfy Distri Yr5$49,796AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$833,216NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059764DistributionYr5Rt
Total Distribution0.648688TotalDistributionRt
Average Distribution0.129738AverageDistributionRt
Net Vl Noncharitable Assets$557,186NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$72,288AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$305NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$72,593AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$611InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$611SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$611TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$442EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$442TotalPaymentsAndCreditsAmt
Original Return Tax Paid$442OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$2EsPenaltyAmt
Tax Due$171TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
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 AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Leung & Yee IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5107968228PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line139111 Paseo Padre Pkwy 318AddressLine1Txt
CityFremontCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94538ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLily ShihPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 15088AddressLine1Txt
CityFremontCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94539ZIPCd
FieldValueIRS element (for citing)
TitleDirectorTitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$491,743AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$73,928AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$565,671TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$565,671AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,485CashDeemedCharitableAmt
Net Vl Noncharitable Assets$557,186NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,859MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,859MinimumInvestmentReturnAmt
Tax Based On Investment Income$611TaxBasedOnInvestmentIncomeAmt
Total Tax$611TotalTaxAmt
Distributable Before Adj$27,248DistributableBeforeAdjAmt
Distributable Before Ded$27,248DistributableBeforeDedAmt
Distributable As Adjusted$27,248DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$0AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,248DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$269,508ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$269,508TotalExcessDistributionCyovAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$269,508TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$27,248UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$269,508ExcessDistriCyovToNextYrAmt
Excess From Year4$269,508ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,865ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,576ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$38,463ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$38,463TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetWELLS FARGO 1780-3980AssetDesc
How AcquiredPurchasedHowAcquiredTxt
Sold2018-10SoldDt
Gross Sales Price$45,000GrossSalesPriceAmt
Basis$41,424BasisAmt
Total Net$3,576TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWELLS FARGO A/C 1780-3980StockNm
EOY Book Value$496,770EOYBookValueAmt
EOYFMV$479,035EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescTAX FREE INTERESTDesc
Revenue And Expenses Per Books$1,297RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNon-taxable distributionsDesc
Amt$33Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryWELLS FARGO INVESTMENT ADVISORYCategoryTxt
Amt$4,926Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCA Filing FeeCategoryTxt
Amt$35Amt

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