BETA

FIATO FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
FIATO FAMILY FOUNDATION (EIN 77-0466636)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-10-29
IRS object ID
201823029349100132
Schema version
2017v2.3
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)
Return2018-10-29T15:34:52-07:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Begin2017-07-01TaxPeriodBeginDt

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
Signature2018-10-24SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRADLEY L HAUPT EAPreparerPersonNm
PTINP00563075PTIN
Phone9252486800PhoneNum
Preparation2018-10-24PreparationDt
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)
IP2018-10-29IPDt
IP Tm17:34:52IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA8C56595B2E4F48FCD41C162B7A404A65F98868AtSubmissionCreationDeviceId
At Submission Filing Device IdDA8C56595B2E4F48FCD41C162B7A404A65F98868AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$399,579FMVAssetsEOYAmt
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$54InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$54InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$54InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$31,471DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,471DividendsNetInvstIncmAmt
Dividends Adj Net Incm$31,471DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$2,293NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,293GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,293CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$1,215OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$1,215OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm-$1,215OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$32,603TotalRevAndExpnssAmt
Total Net Invst Incm$32,603TotalNetInvstIncmAmt
Total Adj Net Incm$30,310TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,262AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$940OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$940OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$940OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$144OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,356TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$940TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$940TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,356TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$940TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$940TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$10,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$19,247ExcessRevenueOverExpensesAmt
Net Investment Income$31,663NetInvestmentIncomeAmt
Adjusted Net Income$29,370AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$22,973SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,503SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,503SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$367,774CorporateStockBOYAmt
Corporate Stock EOY$370,252CorporateStockEOYAmt
Corporate Stock EOYFMV$370,252CorporateStockEOYFMVAmt
Other Investments BOY$28,144OtherInvestmentsBOYAmt
Other Investments EOY$19,824OtherInvestmentsEOYAmt
Other Investments EOYFMV$19,824OtherInvestmentsEOYFMVAmt
Total Assets BOY$418,891TotalAssetsBOYAmt
Total Assets EOY$399,579TotalAssetsEOYAmt
Total Assets EOYFMV$399,579TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$418,891UnrestrictedBOYAmt
Unrestricted EOY$399,579UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$418,891TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$399,579TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$418,891TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$399,579TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$418,891TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$19,247ExcessRevenueOverExpensesAmt
Subtotal$438,138SubtotalAmt
Other Decreases$38,559OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$399,579TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$2,293CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,751AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$399,710NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.029399DistributionYr1Rt
Adjusted Qlfy Distri Yr2$11,700AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$375,884NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.031127DistributionYr2Rt
Adjusted Qlfy Distri Yr3$11,715AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$454,184NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.025794DistributionYr3Rt
Adjusted Qlfy Distri Yr4$8,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$450,213NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.017769DistributionYr4Rt
Adjusted Qlfy Distri Yr5$12,616AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$439,741NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.028690DistributionYr5Rt
Total Distribution0.132779TotalDistributionRt
Average Distribution0.026556AverageDistributionRt
Net Vl Noncharitable Assets$374,071NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,934AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$317NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$10,251AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$633InvestmentIncomeExciseTaxAmt
Subtotal$633SubtotalAmt
Tax Based On Investment Income$633TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$9EsPenaltyAmt
Tax Due$642TaxDueAmt

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 PY12016UndistributedIncomePY1Yr
Undistributed Income PY22015UndistributedIncomePY2Yr
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

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$10,000Expenses1Amt

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$316,232AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,963AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$56,573FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$379,768TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$379,768AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,697CashDeemedCharitableAmt
Net Vl Noncharitable Assets$374,071NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,704MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,704MinimumInvestmentReturnAmt
Tax Based On Investment Income$633TaxBasedOnInvestmentIncomeAmt
Total Tax$633TotalTaxAmt
Distributable Before Adj$18,071DistributableBeforeAdjAmt
Distributable Before Ded$18,071DistributableBeforeDedAmt
Distributable As Adjusted$18,071DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,000ExpensesAndContributionsAmt
Qualifying Distributions$10,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$10,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,071DistributableAsAdjustedAmt
Undistributed Income PY$19,737UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Total For Prior Years$6,494TotalForPriorYearsAmt
Qualifying Distributions$10,000QualifyingDistributionsAmt
Applied To Year1$10,000AppliedToYear1Amt
Prior Year Undistributed Incm$6,494PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$6,494PriorYearDeficiencyOrTaxAmt
Taxable2$9,737Taxable2Amt
Undistributed Income CY$18,071UndistributedIncomeCYAmt

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$10,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$54ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,471ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,293RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (4 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
CHENIERE ENERGY PARTNERS LP14-$90
CVR REFINING, LP14-$746
ENERGY TRANSFER PARTNERS, L14-$318
WILLIAMS PARTNERS, LP14-$61

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$30,310ExclusionAmt
Related Or Exempt Function Incm$2,293RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,603TotalIncomeProducingActyAmt

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$2,262Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB-1040$145,471$145,471
FIDELITY FUNDS$152,865$152,865
NATIONAL FIN. SERV. (RABBI TRUST)$71,916$71,916

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ALON USA PARTNERS LPAT COST
CHENIERE ENERGY LPAT COST
CVR REFINING, LPAT COST$5,764$5,764
ENERGY TRANSFER PARTNERS, LPAT COST$8,308$8,308
WILLIAMS PARTNERS, LPAT COST$5,752$5,752

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
NON DEDUCTIBLE FEDERAL TAXES$300
MARKET FLUCTUATIONS$38,259

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK FEES$144

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
CHENIERE ENERGY PARTNERS LP-$90
CVR REFINING, LP-$746
ENERGY TRANSFER PARTNERS, LP-$318
WILLIAMS PARTNERS, LP-$61

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEES-TDCategoryTxt
Amt$940Amt
Net Investment Income$940NetInvestmentIncomeAmt
Adjusted Net Income$940AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATE TAXESCategoryTxt
Amt$10Amt

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