ZHU FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ZHU FAMILY FOUNDATION INC (EIN 20-3753379)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-03
- IRS object ID
- 201241309349101439
- Schema version
- 2011v1.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-03T12:45:13-00:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive | AddressLine1 |
| City | Fairfield | City |
| State | CT | State |
| ZIP Code | 06824 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203753379 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Zhu Family Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ZHUF | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Huican Zhu | Name |
| Title | President | Title |
| Date Signed | 2012-05-03 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2012-05-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 1518953 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 14 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 14 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 42006 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 42006 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 208 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 208 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 208 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 42228 | TotalRevenueAndExpenses |
| Total Net Investment Income | 42228 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 7817 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 7817 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 407 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 11521 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 11521 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 19745 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7817 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 11521 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 35000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 35000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 54745 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7817 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 46521 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -12517 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 34411 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 66996 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 19259 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 19259 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1382560 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1417780 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1499694 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1449556 | TotalAssetsBOY |
| Total Assets EOY | 1437039 | TotalAssetsEOY |
| Total Assets EOYFMV | 1518953 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1449556 | RetainedEarningsBOY |
| Retained Earnings EOY | 1437039 | RetainedEarningsEOY |
| Total Net Assets BOY | 1449556 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1437039 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1449556 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1437039 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1449556 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -12517 | ExcessOfRevenueOverExpenses |
| Subtotal | 1437039 | Subtotal |
| Total Net Assets Fund Balances EOY | 1437039 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Publicly-traded Securities | DescriptionOfAsset |
| Gross Sales Price | 208 | GrossSalesPrice |
| Gain Or Loss | 208 | GainOrLoss |
| Gains Minus Excess Or Losses | 208 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 208 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 65738 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1515206 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.043386 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 70101 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1353050 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.051810 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 56404 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1399940 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.040290 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 48052 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1048355 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.045836 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 29631 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 881779 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.033604 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.214926 | TotalDistributionRatio |
| Average Distribution Ratio | 000.042985 | AverageDistributionRatio |
| Net Noncharitable Assets | 1601686 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 68848 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 344 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 69192 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 46521 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 688 | InvestmentIncomeExciseTax |
| Subtotal | 688 | Subtotal |
| Tax Based On Investment Income | 688 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 400 | TotalCreditsAndPayments |
| Tax Paid Original Return | 400 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 288 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | 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 | true | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Huican Zhu | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 19809 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President / Director / Secretary | Title |
| Avg Hours Per Wk Devoted To Position | 001.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1583409 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 42668 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1626077 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1626077 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 24391 | CashDeemedCharitable |
| Net Noncharitable Assets | 1601686 | NetNoncharitableAssets |
| Minimum Investment Return | 80084 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 80084 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 688 | TaxBasedOnInvestmentIncome |
| Total Tax | 688 | TotalTax |
| Distributable Amount Before Adj | 79396 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 79396 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 79396 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 46521 | ExpensesAndContributions |
| Qualifying Distributions | 46521 | QualifyingDistributions |
| Adj Qualifying Distributions | 46521 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 79396 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 8767 | UndistributedIncomePriorYear |
| Qualifying Distributions | 46521 | QualifyingDistributions |
| Applied To Year1 | 8767 | AppliedToYear1 |
| Applied To Current Year | 37754 | AppliedToCurrentYear |
| Undistributed Income CY | 41642 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Huican Zhu | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| THE HARKER SCHOOL | |||||||
| 3800 BLACKFORD AVE | SAN JOSE | CA | 95117 | N/A | 509(a)(1) | Annual Giving Campaign | $10,000 |
| UC SANTA BARBARA FOUNDATION | |||||||
| DEVELOPMENT OFC | SANTA BARBARA | CA | 93106 | N/A | 509(a)(1) | Glen and Susanne Culler Endowed Chair in Computer Science Fund | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 35000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $42,006 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $208 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $42,228 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 42228 | 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 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (19 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1983 shares of AMERICAN EUROPACIFICGROWTH CLASS F AEGFX | 83639 | 69371 |
| 3948 shares of AMERICAN FUNDS BOND FD OF AMERICA F BFAFX | 50860 | 49550 |
| 11192 shares of AMERICAN FUNDS HIGH-INCOME TRUST F AHTFX | 121080 | 119308 |
| 3488 shares of AMERICAN GROWTH FUND OF AMERICA GFAFX | 113569 | 99611 |
| 1572 shares of DAVIS APPRECIATION AND INCOME FUND CLASS Y DCSYX | 46178 | 40320 |
| 868 shares of HARDING, LOEVNER FUNDS, INC. EMERGING MARKETS PORT HLEMX | 34941 | 36796 |
| 389 shares of ISHARE SP SMALL CAP 600 INDEX FD IJR | 25421 | 26569 |
| 2297 shares of ISHARES MSCI EMERGING MARKETS INDEX FD EEM | 62251 | 87148 |
| 1601 shares of ISHARES TRUST MSCI EAFE INDEX FUND EFA | 66733 | 79298 |
| 1413 shares of JENNISON NATURAL RESOURCES FUND CLASS Z PNRZX | 31833 | 67377 |
| 4340 shares of JOHN HANCOCK CLASSIC VALUE FUND JCVIX | 105279 | 66702 |
| 11073 shares of PRINCIPAL INVESTORS FUND INC PREFERRED SECURITIE PPSAX | 67895 | 104309 |
| 2015 shares of ROYCE VALUE PLUS FUND INVESTMENT CLASS RYVPX | 27872 | 24183 |
| 6160 shares of TCW GALILEO TOTAL RETURN BOND FUND CL I TGLMX | 61410 | 59387 |
| 2978 shares of THORNBURG GLOBAL VALUE FUND CLASS I TGVIX | 79212 | 73206 |
| 3241 shares of VANGUARD INDEX TRUST 500 INDEX FUND VFINX | 317780 | 375299 |
| 2146 shares of VANGUARD MID-CAP INDEX FUND VIMSX | 40948 | 42161 |
| 4750 shares of VANGUARD SHORT TERM INVESTMENT GRADE FUND VFSTX | 49721 | 50536 |
| 957 shares of WELLS FARGO ADVANTAGE SMALL CAP VALUE FUND CLASS Z SSMVX | 31158 | 28563 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Administrative Fees | 11496 | 11496 |
| State or Local Filing Fees | 25 | 25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | Category |
| Amount | $7,817 | Amount |
| Net Investment Income | 7817 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Estimated Tax for 2011 | $400 | 0 | 0 | 0 |
| Excise Tax for 2010 | $7 | 0 | 0 | 0 |
Comments