HERR FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HERR FAMILY FOUNDATION INC (EIN 35-2016101)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201141369349100509
- Schema version
- 2010v3.2
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T08:37:28-00:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael Associates LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9225 Priority Way W Dr Suite 340 | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46240 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352016101 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Herr Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HERR | NameControl |
| Phone | 3178231719 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Audrey Williams 7113 Bentgrass | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46236 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Audrey Williams | Name |
| Title | President | Title |
| Date Signed | 2011-05-16 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Leslie Michael | Name |
| Phone | 3175742124 | Phone |
| Date Prepared | 2011-05-16 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2383907 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | 79875 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 79875 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 79875 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 18424 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 984662 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 18424 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 13268 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 98299 | TotalRevenueAndExpenses |
| Total Net Investment Income | 98299 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 93143 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 966 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 966 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 966 | LegalFeesAdjNetIncm |
| Accounting Fees Rev And Expnss | 2500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2500 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 2500 | AccountingFeesAdjNetIncm |
| Other Prof Fees Rev And Expnss | 8257 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 8257 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 8257 | OtherProfFeesAdjNetIncm |
| Taxes Rev And Expnss | 972 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 417 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 417 | TaxesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 12695 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 12140 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 12140 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 10000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 10000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 22695 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 12140 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 12140 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 10000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 75604 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 86159 | NetInvestmentIncome |
| Adjusted Net Income | 81003 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 102547 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 7542 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 7542 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 751353 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 975171 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1153540 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1282228 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1229019 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1222825 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 2136128 | TotalAssetsBOY |
| Total Assets EOY | 2211732 | TotalAssetsEOY |
| Total Assets EOYFMV | 2383907 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Capital Stock BOY | 2136128 | CapitalStockBOY |
| Capital Stock EOY | 2211732 | CapitalStockEOY |
| Total Net Assets BOY | 2136128 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2211732 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2136128 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2211732 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2136128 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 75604 | ExcessOfRevenueOverExpenses |
| Subtotal | 2211732 | Subtotal |
| Total Net Assets Fund Balances EOY | 2211732 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| Stifel LT Gain | P | 2009-01-01 | 2010-12-31 | 655017 | 649861 | 5156 | 5156 |
| Stifel ST Gain | P | 2010-01-01 | 2010-12-31 | 329645 | 316377 | 13268 | 13268 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 18424 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 13268 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 129445 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2136693 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.060582 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 60000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1472744 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.040740 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 70650 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 929373 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.076019 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 38928 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 943681 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.041251 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 45714 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 971815 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.047040 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.265632 | TotalDistributionRatio |
| Average Distribution Ratio | 000.053126 | AverageDistributionRatio |
| Net Noncharitable Assets | 2227544 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 118341 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 862 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 119203 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 10000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1723 | InvestmentIncomeExciseTax |
| Subtotal | 1723 | Subtotal |
| Tax Based On Investment Income | 1723 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1139 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1139 | TotalCreditsAndPayments |
| Tax Paid Original Return | 1139 | TaxPaidOriginalReturn |
| Tax Due | 584 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IN | StatesFiledWith |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Books In Care Of Person Name | Audrey Williams | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3178231719 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7113 Bentgrass Drive | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Audrey Williams | ||||||
| Bentgrass Dr | Indianapolis | IN | 46236 | President | 001.00 | 0 |
| Linda Dison | ||||||
| S E Drive | Zionsville | IN | 46077 | Vice President | 001.00 | 0 |
| Robert Williams | ||||||
| Bentgrass Dr | Indianapolis | IN | 46236 | Officer | 001.00 | 0 |
| Emily Williams | ||||||
| Bentgrass Dr | Indianapolis | IN | 46236 | Officer | 001.00 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2189825 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 71641 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2261466 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2261466 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 33922 | CashDeemedCharitable |
| Net Noncharitable Assets | 2227544 | NetNoncharitableAssets |
| Minimum Investment Return | 111377 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 111377 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1723 | TaxBasedOnInvestmentIncome |
| Total Tax | 1723 | TotalTax |
| Distributable Amount Before Adj | 109654 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 109654 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 109654 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 10000 | ExpensesAndContributions |
| Qualifying Distributions | 10000 | QualifyingDistributions |
| Adj Qualifying Distributions | 10000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 109654 | DistributableAmountAsAdjusted |
| Prior Year1 | 2006 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 42469 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 2070 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2070 | TotalExcessDistriCarryover |
| Qualifying Distributions | 10000 | QualifyingDistributions |
| Applied To Current Year | 10000 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 2070 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 2070 | ExcessDistriCyovAppliedCY |
| Prior Year Undistributed Income | 42469 | PriorYearUndistributedIncome |
| Taxable Amount1 | 42469 | TaxableAmount1 |
| Undistributed Income CY | 97584 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fairbanks | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8102 Clearvista Parkway | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46256 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | none | RecipientRelationship |
| Recipient Foundation Status | public | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | general operating budget | PurposeOfGrantOrContribution |
| Amount | $10,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 10000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $79,875 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $79,875 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 79875 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Michael Associates | Category |
| Amount | $2,500 | Amount |
| Net Investment Income | 2500 | NetInvestmentIncome |
| Adjusted Net Income | 2500 | AdjustedNetIncome |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| See Attached Stifel AC 7277-7212 | 1229019 | 1222825 |
| Simon Property Group Note |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | Stifel AC 3938-1406 - see attached | NameOfStock |
| EOY Book Value | 975171 | EOYBookValue |
| EOYFMV | 1153540 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Baker and Daniels | Category |
| Amount | $966 | Amount |
| Net Investment Income | 966 | NetInvestmentIncome |
| Adjusted Net Income | 966 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | Category |
| Amount | $8,257 | Amount |
| Net Investment Income | 8257 | NetInvestmentIncome |
| Adjusted Net Income | 8257 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Tax on investment income | $555 | 0 | 0 | 0 |
| Foreign Tax | $417 | 417 | 417 | 0 |