PILCH FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PILCH FAMILY FOUNDATION (EIN 30-0758146)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-12
- IRS object ID
- 201932559349100318
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-12T13:48:35-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953172477 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Groves Accountancy Corp | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21201 Victory Blvd Suite 240 | AddressLine1Txt |
| City | Canoga Park | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91303 | 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 | 300758146 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PILCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PILC | BusinessNameControlTxt |
| Phone | 8189996321 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21201 VICTORY BOULEVARD | AddressLine1Txt |
| City | CANOGA PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BORIS I PILCH | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DARYL GROVES CPA | PreparerPersonNm |
| PTIN | P00040320 | PTIN |
| Phone | 8189996321 | PhoneNum |
| 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 | $87,455 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,330 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,330 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,330 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $622 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $633 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $622 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $10 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $6,952 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,952 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,340 | TotalAdjNetIncmAmt |
| Interest Rev And Expnss | $338 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $334 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $575 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $575 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $923 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $909 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,170 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,170 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,093 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $909 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,170 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,141 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,043 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,340 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $135,170 | CorporateStockBOYAmt |
| Corporate Stock EOY | $132,831 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $87,455 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $135,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,831 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $87,455 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $135,170 | UnrestrictedBOYAmt |
| Unrestricted EOY | $132,831 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $135,170 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $132,831 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $135,170 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $132,831 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $135,170 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,141 | ExcessRevenueOverExpensesAmt |
| Other Increases | $879 | OtherIncreasesAmt |
| Subtotal | $132,908 | SubtotalAmt |
| Other Decreases | $77 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $132,831 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Mr Cooper | P | 2018-10-12 | 2018-10-12 | $10 | $11 | -$1 | -$1 |
| Starwood PPTY Trust Activity | P | 2018-12-31 | 2018-12-31 | $11 | $11 | $11 | |
| Capital Gain Dividends | $612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $622 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $121 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $121 | SubtotalAmt |
| Tax Based On Investment Income | $121 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $121 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BORIS PILCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8189996321 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21201 VICTORY BLVD 240 | AddressLine1Txt |
| City | CANOGA PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91303 | 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 |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BORIS I PILCH | ||||||
| PO BOX 730 | AVILA BEACH | CA | 93424 | President | 1.00 | $0 |
| MARIANNA PILCH | ||||||
| PO BOX 730 | AVILA BEACH | CA | 93424 | Secretary | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $103,134 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $103,134 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $103,134 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,547 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $101,587 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,079 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,079 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $121 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $121 | TotalTaxAmt |
| Distributable Before Adj | $4,958 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,958 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,958 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,170 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $9,170 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $9,170 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,958 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $273 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,299 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,572 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,170 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,958 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,212 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,784 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $8,784 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $273 | ExcessFromYear2Amt |
| Excess From Year1 | $4,299 | ExcessFromYear1Amt |
| Excess From Current Year | $4,212 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BORIS I PILCH | ContributingManagerNm |
| Contributing Manager | MARIANNA PILCH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Temple Ner Shalom | ||||||||||||
| 875 Laureate Lane | San Luis Obispo | CA | 93405 | Religious Charity | EOF | Religious Studies | $2,916 | |||||
| Chabad of SLO Cal Poly | ||||||||||||
| 1661 Fredericks Street | San Luis Obispo | CA | 93405 | Religious Charity | EOF | Religious Studies | $3,854 | |||||
| JCC Federation of San Luis Obispo | ||||||||||||
| 875 Laureate Lane | San Luis Obispo | CA | 93405 | Religious Charity | EOF | Religious Studies | $1,680 | |||||
| Bas Chaya Mushka | ||||||||||||
| 9051 W Pico Blv | Los Angeles | CA | 90035 | Religious Charity | EOF | Religious Studies | $360 | |||||
| Chabad of Japan | ||||||||||||
| Religious Charity | EOF | Religious Studies | $360 | 1-25-18 Sanno Otaku | Tokyo | 1-25-18,Sanno,Ota | JA | 143-0023 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,170 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,330 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $622 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $622 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $6,330 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,952 | TotalIncomeProducingActyAmt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Charles Schwab Brokerage Account | StockNm |
| EOY Book Value | $132,831 | EOYBookValueAmt |
| EOYFMV | $87,455 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Excise Tax Paid | Desc |
| Amt | $77 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Expenses | Desc |
| Revenue And Expenses Per Books | $575 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $575 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Non Dividend Distributions from Charles Schwab Brokerage Acc | Desc |
| Amt | $879 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | State of CA Filing Fee | CategoryTxt |
| Amt | $10 | Amt |