GUGLIELMO FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GUGLIELMO FAMILY FOUNDATION (EIN 47-1194663)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-09
- IRS object ID
- 201932219349100603
- 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
- Form 990-PF
- Schedule B
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-09T13:45:38-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREG T MURRAY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1503 TARTON LANE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471194663 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Guglielmo Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GUGL | BusinessNameControlTxt |
| Phone | 2103177706 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 Primrose Place | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kennon H Guglielmo | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2103177706 | PhoneNum |
| Signature | 2019-05-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Greg T Murray | PreparerPersonNm |
| PTIN | P00326533 | PTIN |
| Phone | 2104139162 | PhoneNum |
| Preparation | 2019-08-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.191.14.243 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-09 | IPDt |
| IP Tm | 13:45:25 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A34B11980ADE8FB15F7044EB6C602CECF0017BCE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A34B11980ADE8FB15F7044EB6C602CECF0017BCE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,466,141 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27,352 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,352 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,330 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,330 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $210,198 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $22,004 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,057,682 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $267,880 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $22,004 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $4,873 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $4,873 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $25,609 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,609 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,609 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $30,482 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,609 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,482 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $417,795 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $417,795 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $448,277 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,609 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $448,277 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $609,405 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $242,271 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,004 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $119,629 | CashBOYAmt |
| Cash EOY | $4,462,962 | CashEOYAmt |
| Cash EOYFMV | $4,462,962 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,528,917 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,179 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,179 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,648,546 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,466,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,466,141 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,648,546 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,466,141 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,648,546 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,466,141 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,648,546 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,466,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,648,546 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $609,405 | ExcessRevenueOverExpensesAmt |
| Other Increases | $208,190 | OtherIncreasesAmt |
| Subtotal | $4,466,141 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,466,141 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (92 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Amgen Inc Bond - 20,000 units | P | 2017-02-03 | 2018-08-13 | $20,280 | $0 | $21,475 | -$1,195 | $0 | $0 | $0 | -$1,195 |
| Apple Inc Bond - 20,000 units | P | 2017-02-03 | 2018-08-13 | $19,339 | $0 | $19,612 | -$273 | $0 | $0 | $0 | -$273 |
| Apple Inc Bond - 10,000 units | P | 2018-04-27 | 2018-08-13 | $9,670 | $0 | $9,715 | -$45 | $0 | $0 | $0 | -$45 |
| AQR Managed Futures - 2,140 units | P | 2017-03-21 | 2018-08-14 | $19,113 | $0 | $20,000 | -$887 | $0 | $0 | $0 | -$887 |
| AT&T Inc Bond - 15,000 units | P | 2018-06-28 | 2018-08-13 | $15,335 | $0 | $15,185 | $150 | $0 | $0 | $0 | $150 |
| Bank of America Bond - 25,000 units | P | 2017-02-03 | 2018-08-13 | $26,162 | $0 | $27,494 | -$1,332 | $0 | $0 | $0 | -$1,332 |
| Bank of America Bond - 5,000 units | P | 2018-04-27 | 2018-08-13 | $5,232 | $0 | $5,269 | -$37 | $0 | $0 | $0 | -$37 |
| Bank of Montreal Bond - 15,000 units | P | 2018-07-11 | 2018-08-13 | $15,002 | $0 | $14,993 | $9 | $0 | $0 | $0 | $9 |
| Blackrock GLS Notes - 80,000 units | P | 2017-07-24 | 2018-08-10 | $80,410 | $0 | $80,000 | $410 | $0 | $0 | $0 | $410 |
| BNP Paribas Bonds - 20,000 units | P | 2018-03-14 | 2018-08-13 | $20,763 | $0 | $20,989 | -$226 | $0 | $0 | $0 | -$226 |
| Boston Power Bonds - 3,762 units | P | 2017-07-24 | 2018-08-10 | $62,873 | $0 | $60,000 | $2,873 | $0 | $0 | $0 | $2,873 |
| Chevron Corp Bonds - 5,000 units | P | 2017-02-03 | 2018-01-25 | $5,154 | $0 | $5,352 | -$198 | $0 | $0 | $0 | -$198 |
| Chevron Corp Bonds - 15,000 units | P | 2017-02-03 | 2018-03-15 | $15,337 | $0 | $16,056 | -$719 | $0 | $0 | $0 | -$719 |
| Chevron Corp Bonds - 5,000 units | P | 2018-01-31 | 2018-03-15 | $5,113 | $0 | $5,151 | -$38 | $0 | $0 | $0 | -$38 |
| Citigroup Inc Bonds - 30,000 units | P | 2017-10-30 | 2018-08-13 | $28,870 | $0 | $29,682 | -$812 | $0 | $0 | $0 | -$812 |
| Credit Suisse Bonds - 18,391 units | P | 2017-07-24 | 2018-08-10 | $89,196 | $0 | $90,000 | -$804 | $0 | $0 | $0 | -$804 |
| CVS Health Corp Bonds - 20,000 units | P | 2018-06-11 | 2018-08-13 | $20,014 | $0 | $19,981 | $33 | $0 | $0 | $0 | $33 |
| Diamond Hill Corp - 3,836 shares | P | 2017-07-24 | 2018-08-10 | $103,495 | $0 | $100,000 | $3,495 | $0 | $0 | $0 | $3,495 |
| Dow Chemical Bonds - 15,000 units | P | 2017-02-03 | 2018-08-13 | $15,302 | $0 | $15,915 | -$613 | $0 | $0 | $0 | -$613 |
| E-Tracs Alerian MLP - 2,794 units | P | 2017-06-16 | 2018-08-13 | $71,051 | $0 | $75,285 | -$4,234 | $0 | $0 | $0 | -$4,234 |
| Fed Home Loan Bonds - 25,000 units | P | 2017-02-03 | 2018-04-25 | $25,334 | $0 | $26,292 | -$958 | $0 | $0 | $0 | -$958 |
| Fed Home Loan Bonds - 20,000 units | P | 2017-02-03 | 2018-07-03 | $20,207 | $0 | $21,033 | -$826 | $0 | $0 | $0 | -$826 |
| Fed Home Loan Bonds - 5,000 units | P | 2018-01-31 | 2018-07-03 | $5,052 | $0 | $5,100 | -$48 | $0 | $0 | $0 | -$48 |
| Fed Natl Mtg Bonds - 45,000 units | P | 2017-02-03 | 2018-08-10 | $44,158 | $0 | $45,527 | -$1,369 | $0 | $0 | $0 | -$1,369 |
| Fed Natl Mtg Bonds - 5,000 units | P | 2018-01-31 | 2018-08-10 | $4,906 | $0 | $4,973 | -$67 | $0 | $0 | $0 | -$67 |
| Fid Avd Emer Mkt Fd - 1,077 units | P | 2018-01-04 | 2018-08-10 | $13,926 | $0 | $15,000 | -$1,074 | $0 | $0 | $0 | -$1,074 |
| Gateway Fund - 3,150 units | P | 2017-07-24 | 2018-08-10 | $107,359 | $0 | $100,000 | $7,359 | $0 | $0 | $0 | $7,359 |
| General Electric Bond - 25,000 units | P | 2017-02-03 | 2018-05-21 | $25,972 | $0 | $27,579 | -$1,607 | $0 | $0 | $0 | -$1,607 |
| General Electric Bond - 5,000 units | P | 2018-04-27 | 2018-05-21 | $5,194 | $0 | $5,217 | -$23 | $0 | $0 | $0 | -$23 |
| Goldman Sachs Bond - 20,000 units | P | 2017-09-27 | 2018-08-13 | $19,640 | $0 | $20,535 | -$895 | $0 | $0 | $0 | -$895 |
| Halliburton Company Bond -25,000 units | P | 2017-02-03 | 2018-08-13 | $25,052 | $0 | $25,613 | -$561 | $0 | $0 | $0 | -$561 |
| Home Depot Bonds - 25,000 units | P | 2017-05-30 | 2018-08-13 | $24,035 | $0 | $25,085 | -$1,050 | $0 | $0 | $0 | -$1,050 |
| Home Depot Bonds - 5,000 units | P | 2018-07-31 | 2018-08-13 | $4,807 | $0 | $4,809 | -$2 | $0 | $0 | $0 | -$2 |
| Ishares Core S&P ETF - 2,050 units | P | 2017-05-18 | 2018-08-13 | $571,194 | $0 | $488,219 | $82,975 | $0 | $0 | $0 | $82,975 |
| Ishares Core S&P ETF - 100 units | P | 2018-04-02 | 2018-08-13 | $47,269 | $0 | $25,804 | $21,465 | $0 | $0 | $0 | $21,465 |
| Ishares Core S&P Midcap ETF - 1,500 units | P | 2017-05-18 | 2018-08-13 | $298,908 | $0 | $255,093 | $43,815 | $0 | $0 | $0 | $43,815 |
| Ishares Core S&P Midcap ETF - 150 units | P | 2017-08-21 | 2018-08-13 | $33,208 | $0 | $25,313 | $7,895 | $0 | $0 | $0 | $7,895 |
| Ishares Core S&P Smallcap ETF -1,750 units | P | 2017-03-21 | 2018-08-13 | $153,307 | $0 | $119,163 | $34,144 | $0 | $0 | $0 | $34,144 |
| Ishares Core S&P Smallcap ETF -65 units | P | 2018-04-02 | 2018-08-13 | $5,694 | $0 | $4,893 | $801 | $0 | $0 | $0 | $801 |
| Ishares MBS ETF - 450 units | P | 2017-02-03 | 2018-08-13 | $46,695 | $0 | $47,862 | -$1,167 | $0 | $0 | $0 | -$1,167 |
| Ishares MBS ETF - 195 units | P | 2017-09-28 | 2018-08-13 | $20,234 | $0 | $20,711 | -$477 | $0 | $0 | $0 | -$477 |
| JPMorgan Chase Bonds - 20,000 units | P | 2017-02-03 | 2018-08-13 | $20,471 | $0 | $21,358 | -$887 | $0 | $0 | $0 | -$887 |
| JPMorgan Chase Bonds - 5,000 units | P | 2018-01-31 | 2018-08-13 | $5,118 | $0 | $5,217 | -$99 | $0 | $0 | $0 | -$99 |
| JP Morgan Hi Yield Fd - 5,482 units | P | 2017-09-01 | 2018-08-10 | $39,855 | $0 | $41,000 | -$1,145 | $0 | $0 | $0 | -$1,145 |
| Kinder Energy Bonds - 15,000 units | P | 2017-02-03 | 2018-02-15 | $15,000 | $0 | $15,635 | -$635 | $0 | $0 | $0 | -$635 |
| Merger Fund - 3,799 units | P | 2017-07-24 | 2018-08-10 | $63,031 | $0 | $60,000 | $3,031 | $0 | $0 | $0 | $3,031 |
| Metlife Inc Bonds - 25,000 units | P | 2017-02-03 | 2018-08-13 | $25,124 | $0 | $25,984 | -$860 | $0 | $0 | $0 | -$860 |
| Morgan Stanley Bonds - 20,000 units | P | 2017-06-26 | 2018-08-13 | $19,575 | $0 | $20,058 | -$483 | $0 | $0 | $0 | -$483 |
| Neuberger Berman Long Fd - 4,396 units | P | 2017-07-24 | 2018-08-10 | $66,569 | $0 | $60,000 | $6,569 | $0 | $0 | $0 | $6,569 |
| Novartis Capital Bonds - 30,000 units | P | 2017-02-03 | 2018-08-13 | $29,013 | $0 | $29,783 | -$770 | $0 | $0 | $0 | -$770 |
| Pepsico Inc Bonds - 15,000 units | P | 2017-02-03 | 2018-06-13 | $15,432 | $0 | $16,172 | -$740 | $0 | $0 | $0 | -$740 |
| Pepsico Inc Bonds - 5,000 units | P | 2017-02-03 | 2018-07-13 | $5,132 | $0 | $5,391 | -$259 | $0 | $0 | $0 | -$259 |
| Pepsico Inc Bonds - 5,000 units | P | 2018-01-31 | 2018-07-13 | $5,132 | $0 | $5,221 | -$89 | $0 | $0 | $0 | -$89 |
| Proctor & Gamble Bonds - 25,000 units | P | 2017-02-03 | 2018-08-13 | $24,382 | $0 | $25,211 | -$829 | $0 | $0 | $0 | -$829 |
| Proctor & Gamble Bonds - 5,000 units | P | 2018-01-31 | 2018-08-13 | $4,876 | $0 | $4,931 | -$55 | $0 | $0 | $0 | -$55 |
| SPDR DJ Wilshire Fd - 2,250 units | P | 2017-03-21 | 2018-08-13 | $88,490 | $0 | $84,718 | $3,772 | $0 | $0 | $0 | $3,772 |
| SPDR DJ Wilshire Fd - 450 units | P | 2017-09-01 | 2018-08-13 | $17,698 | $0 | $17,631 | $67 | $0 | $0 | $0 | $67 |
| Sumitomo Mitsui Bonds - 20,000 units | P | 2018-05-17 | 2018-08-13 | $19,392 | $0 | $19,336 | $56 | $0 | $0 | $0 | $56 |
| Time Warner Bond - 15,000 units | P | 2017-02-03 | 2018-08-13 | $15,378 | $0 | $16,080 | -$702 | $0 | $0 | $0 | -$702 |
| Time Warner Bond - 5,000 units | P | 2018-01-31 | 2018-08-13 | $5,126 | $0 | $5,240 | -$114 | $0 | $0 | $0 | -$114 |
| United Technologies Bond - 15,000 units | P | 2017-02-03 | 2018-08-13 | $14,850 | $0 | $15,419 | -$569 | $0 | $0 | $0 | -$569 |
| United Technologies Bond - 10,000 units | P | 2018-01-31 | 2018-08-13 | $9,899 | $0 | $10,092 | -$193 | $0 | $0 | $0 | -$193 |
| US Treasury Note - 25,000 units | P | 2017-12-01 | 2018-08-10 | $24,273 | $0 | $24,878 | -$605 | $0 | $0 | $0 | -$605 |
| US Treasury Note - 25,000 units | P | 2017-05-03 | 2018-08-10 | $23,313 | $0 | $24,134 | -$821 | $0 | $0 | $0 | -$821 |
| US Treasury Note - 5,000 units | P | 2018-01-10 | 2018-08-10 | $4,662 | $0 | $4,788 | -$126 | $0 | $0 | $0 | -$126 |
| US Treasury Note - 45,000 units | P | 2017-02-03 | 2018-08-10 | $44,165 | $0 | $45,455 | -$1,290 | $0 | $0 | $0 | -$1,290 |
| US Treasury Note - 10,000 units | P | 2018-01-31 | 2018-08-10 | $9,815 | $0 | $9,902 | -$87 | $0 | $0 | $0 | -$87 |
| US Treasury Note - 45,000 units | P | 2017-02-27 | 2018-08-10 | $43,759 | $0 | $45,285 | -$1,526 | $0 | $0 | $0 | -$1,526 |
| US Treasury Note - 5,000 units | P | 2018-01-01 | 2018-08-10 | $4,862 | $0 | $4,954 | -$92 | $0 | $0 | $0 | -$92 |
| US Treasury Note - 10,000 units | P | 2017-08-10 | 2018-07-25 | $9,559 | $0 | $10,081 | -$522 | $0 | $0 | $0 | -$522 |
| US Treasury Note - 15,000 units | P | 2017-08-14 | 2018-08-10 | $14,364 | $0 | $14,991 | -$627 | $0 | $0 | $0 | -$627 |
| US Treasury Note - 30,000 units | P | 2017-02-03 | 2018-04-24 | $29,347 | $0 | $30,500 | -$1,153 | $0 | $0 | $0 | -$1,153 |
| US Treasury Note - 20,000 units | P | 2017-02-03 | 2018-08-10 | $19,630 | $0 | $20,334 | -$704 | $0 | $0 | $0 | -$704 |
| US Treasury Note - 15,000 units | P | 2018-01-31 | 2018-08-10 | $14,722 | $0 | $14,938 | -$216 | $0 | $0 | $0 | -$216 |
| US Treasury Note - 25,000 units | P | 2018-04-30 | 2018-08-10 | $24,612 | $0 | $24,575 | $37 | $0 | $0 | $0 | $37 |
| US Treasury Note - 25,000 units | P | 2018-07-02 | 2018-08-10 | $24,930 | $0 | $24,991 | -$61 | $0 | $0 | $0 | -$61 |
| US Treasury Note - 30,000 units | P | 2017-02-03 | 2018-08-10 | $29,985 | $0 | $31,043 | -$1,058 | $0 | $0 | $0 | -$1,058 |
| US Treasury Note - 10,000 units | P | 2018-01-31 | 2018-08-10 | $9,995 | $0 | $10,120 | -$125 | $0 | $0 | $0 | -$125 |
| US Treasury Note - 15,000 units | P | 2018-02-26 | 2018-08-10 | $14,766 | $0 | $14,882 | -$116 | $0 | $0 | $0 | -$116 |
| US Treasury Note - 50,000 units | P | 2017-02-03 | 2018-08-10 | $50,275 | $0 | $52,059 | -$1,784 | $0 | $0 | $0 | -$1,784 |
| US Treasury Note - 15,000 units | P | 2018-01-31 | 2018-08-10 | $15,083 | $0 | $15,211 | -$128 | $0 | $0 | $0 | -$128 |
| US Treasury Note - 25,000 units | P | 2018-04-24 | 2018-08-10 | $25,266 | $0 | $25,351 | -$85 | $0 | $0 | $0 | -$85 |
| Vanguard FTSE ETF - 6,000 units | P | 2017-05-18 | 2018-08-13 | $260,816 | $0 | $238,509 | $22,307 | $0 | $0 | $0 | $22,307 |
| Vanguard FTSE ETF - 700 units | P | 2017-08-14 | 2018-08-13 | $30,429 | $0 | $29,372 | $1,057 | $0 | $0 | $0 | $1,057 |
| Vanguard FTSE Emerging ETF - 3,000 units | P | 2017-03-21 | 2018-08-13 | $129,898 | $0 | $120,248 | $9,650 | $0 | $0 | $0 | $9,650 |
| Vanguard FTSE Emerging ETF - 300 units | P | 2017-08-14 | 2018-08-13 | $12,990 | $0 | $12,750 | $240 | $0 | $0 | $0 | $240 |
| Vanguard Real Estate ETF - 1,500 units | P | 2017-03-21 | 2018-08-13 | $123,827 | $0 | $122,702 | $1,125 | $0 | $0 | $0 | $1,125 |
| Vanguard Real Estate ETF - 250 units | P | 2017-09-01 | 2018-08-13 | $20,638 | $0 | $21,079 | -$441 | $0 | $0 | $0 | -$441 |
| Verizon Corp Bond - 10,0100 units | P | 2017-02-03 | 2018-06-21 | $10,793 | $0 | $11,061 | -$268 | $0 | $0 | $0 | -$268 |
| WellPoint Inc Bond - 10,000 units | P | 2017-02-07 | 2018-08-13 | $10,229 | $0 | $10,627 | -$398 | $0 | $0 | $0 | -$398 |
| Westpac Banking Bond - 20,000 units | P | 2018-01-23 | 2018-08-13 | $19,180 | $0 | $19,863 | -$683 | $0 | $0 | $0 | -$683 |
| WF Ultra Short Term FD - 12,736 units | P | 2017-09-01 | 2018-08-10 | $107,745 | $0 | $108,000 | -$255 | $0 | $0 | $0 | -$255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $210,198 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $22,004 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $515,993 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,601,668 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.143265 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $96,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $884,234 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.108851 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $53,738 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $816,134 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065845 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $84,004 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $817,243 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.102790 | DistributionYr4Rt |
| Total Distribution | 0.420751 | TotalDistributionRt |
| Average Distribution | 0.105188 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,651,185 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $384,061 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,423 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $386,484 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $448,277 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,423 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,423 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,423 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $2,436 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Kennon Guglielmo | IndividualWithBooksNm |
| Phone | 2103177706 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 Primrose Place | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Kennon Guglielmo | ||||||||
| 235 Primrose Place | San Antonio | TX | 78209 | President | 0.25 | $0 | $0 | $0 |
| Laura Guglielmo | ||||||||
| 235 Primrose Place | San Antonio | TX | 78209 | Vice Pres/Secr | 0.25 | $0 | $0 | $0 |
| Cullen Guglielmo | ||||||||
| 235 Primrose Place | San Antonio | TX | 78209 | Treasurer | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,706,787 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,706,787 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,706,787 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,602 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,651,185 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $182,559 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $182,559 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,423 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,423 | TotalTaxAmt |
| Distributable Before Adj | $180,136 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $180,136 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $180,136 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $448,277 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $448,277 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,423 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $445,854 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $180,136 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $62,622 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,931 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,038 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $336,569 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $464,160 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $448,277 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $448,277 | RemainingDistriFromCorpusAmt |
| Total Corpus | $912,437 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $180,136 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $912,437 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $62,622 | ExcessFromYear4Amt |
| Excess From Year3 | $12,931 | ExcessFromYear3Amt |
| Excess From Year2 | $52,038 | ExcessFromYear2Amt |
| Excess From Year1 | $336,569 | ExcessFromYear1Amt |
| Excess From Current Year | $448,277 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kennon and Laura Guglielmo have pro | ContributingManagerNm |
| Contributing Manager | Family Foundation 2017 Total is 431 | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Alamo Heights Jr School PTO | ||||||
| 7607 N New Braunfels Ave | San Antonio | TX | 78209 | PC | Support Programs | $1,000 |
| Alamo Heights School Foundation | ||||||
| 7101 Broadway | San Antonio | TX | 78209 | PC | Support Programs | $10,000 |
| Believe It Foundation | ||||||
| 4242 Broadway 706 | San Antonio | TX | 78209 | PC | Support Programs | $5,545 |
| Biblical Leadership for Excellence | ||||||
| PO Box 781148 | San Antonio | TX | 78278 | PC | Support Programs | $250 |
| Midtown Fellowship | ||||||
| 1819 Taylor Street | Columbia | SC | 29201 | PC | Support Programs | $5,000 |
| Mission Road Ministries | ||||||
| 8706 Mission Rd | San Antonio | TX | 78214 | PC | Support Programs | $12,500 |
| The Christian School at Castle Hills | ||||||
| 2216 NW Military Hwy | San Antonio | TX | 78213 | PC | Support Programs | $319,000 |
| Young Life | ||||||
| PO Box 70065 | Prescott | AZ | 86304 | PC | Support Programs | $44,500 |
| Youth For Christ | ||||||
| 5730 Kenwick | San Antonio | TX | 78238 | PC | Support Programs | $20,000 |
| (no name) | ||||||
| $0 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $417,795 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,352 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $30,330 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $210,198 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $267,880 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $267,880 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | Community and youth development | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Kennon and Laura Guglielmo | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 Primrose | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Misc | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Investment Capital Gains | $210,198 |
| Other | -$2,008 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Wells Fargo Advisors Investment Advice | CategoryTxt |
| Amt | $25,609 | Amt |
| Net Investment Income | $25,609 | NetInvestmentIncomeAmt |
Comments