AGEE FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
AGEE FAMILY FOUNDATION (EIN 01-0939828)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-13
IRS object ID
201441339349101429
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-13T11:16:53-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1333 Clay Street Ste 4700AddressLine1
CityHoustonCity
StateTXState
ZIP Code770024180ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010939828EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Agee Family FoundationBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% RICHARD AGEEInCareOfNm
Business Name ControlAGEEBusinessNameControlTxt
Phone7134686866PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 GESSNER RDAddressLine1
Address Line2Suite 1000AddressLine2
CityHOUSTONCity
StateTXState
ZIP Code77024ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRichard AgeePersonNm
Person TitleSecretaryPersonTitleTxt
Phone7134631502PhoneNum
Signature2014-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLaura Sykes CPAPreparerPersonNm
Phone7136596551PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,039,427FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$184,718DividendsRevAndExpnssAmt
Dividends Net Invst Incm$184,718DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$203,246NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$557,133GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$203,246CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$387,964TotalRevAndExpnssAmt
Total Net Invst Incm$387,964TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$25,612OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$25,612OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$6,111TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,385TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$31,723TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,997TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$406,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$406,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$437,723TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,997TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$406,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$49,759ExcessRevenueOverExpensesAmt
Net Investment Income$359,967NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$83,067CashBOYAmt
Cash EOY$30,948CashEOYAmt
Cash EOYFMV$30,948CashEOYFMVAmt
Other Investments BOY$9,152,930OtherInvestmentsBOYAmt
Other Investments EOY$9,155,290OtherInvestmentsEOYAmt
Other Investments EOYFMV$11,008,479OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,235,997TotalAssetsBOYAmt
Total Assets EOY$9,186,238TotalAssetsEOYAmt
Total Assets EOYFMV$11,039,427TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$9,235,997UnrestrictedBOYAmt
Unrestricted EOY$9,186,238UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$9,235,997TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,186,238TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,235,997TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,186,238TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,235,997TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$49,759ExcessRevenueOverExpensesAmt
Subtotal$9,186,238SubtotalAmt
Tot Net Ast Or Fund Balances EOY$9,186,238TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
GOLDMAN SACHS #05P2013-12-31$264,000$250,446$13,554$13,554
GOLDMAN SACHS #38P2013-01-29$28,989$25,739$3,250$3,250
GOLDMAN SACHS #38P2013-01-29$699$586$113$1132012-08-17
GOLDMAN SACHS #38P2013-12-31$107,318$77,116$30,202$30,2022012-08-17
GOLDMAN SACHS #38P2013-08-29$2$2$2
NONDIVIDEND DISTRIBUTIONP$3,732$3,732$3,732
CAPITAL GAIN DIVIDENDSP$152,393
FieldValueIRS element (for citing)
Capital Gain Net Income$203,246CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,235,298AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,169,774NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.121468DistributionYr1Rt
Adjusted Qlfy Distri Yr2$432,666AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,420,104NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.041522DistributionYr2Rt
Adjusted Qlfy Distri Yr3$172,921AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$10,122,600NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.017083DistributionYr3Rt
Net Vl Noncharitable Assets Yr4$9,784,465NetVlNoncharitableAssetsYr4Amt
Total Distribution0.180073TotalDistributionRt
Average Distribution0.045018AverageDistributionRt
Net Vl Noncharitable Assets$10,315,574NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$464,387AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,600NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$467,987AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$406,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,199InvestmentIncomeExciseTaxAmt
Subtotal$7,199SubtotalAmt
Tax Based On Investment Income$7,199TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,036EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,036TotalPaymentsAndCreditsAmt
Tax Due$4,163TaxDueAmt

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 StateTXOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RICHARD AGEEBusinessNameLine1
FieldValueIRS element (for citing)
Phone7134686866PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1800 GESSNER RD STE 1000AddressLine1
CityHOUSTONCity
StateTXState
ZIP Code77024ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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 (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JUDITH AGEE
800 GESSNER RDHOUSTONTX77024PRESIDENT1.0$0$0$0
RICHARD AGEE
800 GESSNER RDHOUSTONTX77024TREASURER/SECRETARY1.0$0$0$0
ERIN AGEE RILEY
800 GESSNER RDHOUSTONTX77024VICE PRESIDENT1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,444,248AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,416AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,472,664TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,472,664AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$157,090CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,315,574NetVlNoncharitableAssetsAmt
Minimum Investment Return$515,779MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$515,779MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,199TaxBasedOnInvestmentIncomeAmt
Total Tax$7,199TotalTaxAmt
Distributable Before Adj$508,580DistributableBeforeAdjAmt
Distributable Before Ded$508,580DistributableBeforeDedAmt
Distributable As Adjusted$508,580DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$406,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$406,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$406,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$508,580DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12011PriorYear1Yr
Prior Year22010PriorYear2Yr
Prior Year32009PriorYear3Yr
Excess Distribution Cyov Yr1$313,769ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$313,769TotalExcessDistributionCyovAmt
Qualifying Distributions$406,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$406,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$102,580ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$102,580ExcessDistributionCyovAppCYAmt
Total Corpus$211,189TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$211,189ExcessDistriCyovToNextYrAmt
Excess From Year1$211,189ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRICHARD JUDITH AGEEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRICHARD AGEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1800 GESSNER STE 1000AddressLine1
CityHOUSTONCity
StateTXState
ZIP Code77024ZIPCode
FieldValueIRS element (for citing)
Recipient Phone7134686866RecipientPhoneNum
Form And Info And MaterialsIN WRITINGFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHRISTUS FOUNDATION
1001 FANNIN STREET 4665HOUSTONTX77002NONEPCHEALTHCARE$150,000
ROSIE'S PLACE
889 HARRISON AVENUEBOSTONMA02118NONEPCASSISTING THE HOMELESS$20,000
ARCHDIOCESE OF GALVESTON
1700 SAN JACINTOHOUSTONTX77002NONEPCRELIGIOUS$100,000
THE PARISH SCHOOL
11001 HAMMERLY BLVDHOUSTONTX77043NONEPCEDUCATION$20,000
THE REGIS SCHOOL
7330 WESTVIEW DRIVEHOUSTONTX77055NONEPCEDUCATION$50,000
HOUSTON FOOD BANK
535 PORTWALL STREETHOUSTONTX77029NONEPCFEEDING THE HUNGRY$10,000
STAR OF HOPE
1811 RUIZ STREETHOUSTONTX77002NONEPCASSISTING THE HOMELESS$10,000
CHRISTIAN COMMUNITY SERVICE CENTER (CCSC)
3230 MERCERHOUSTONTX77027NONEPCRELIGIOUS$26,000
SPECIAL OPERATIONS WARRIOR FOUNDATION
PO BOX 13483TAMPAFL336813483NONEPCSUPPORT OF MILITARY OPERATION FAMILIES$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$406,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$184,718UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$203,246UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$387,964UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$387,964TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Land Schedule2 InvestmentsLandSchedule2

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
GOLDMAN SACHS #05$7,601,391$8,932,300
GOLDMAN SACHS #74$1,000,000$1,364,782
GOLDMAN SACHS #38$553,831$711,329
DIVIDENDS CREDITED/NOT RECVD$68$68

Land Etc Schedule2 LandEtcSchedule2

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
MGMT/INVESTMENT FEES #16674$16,545$16,545
MGMT/INVESTMENT FEES #93538$9,067$9,067

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$2,385$2,385
EXCISE TAXES$3,726

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