BE-577(S) O FF ICE USE ONLY - Bureau of Economic Analysis
tN G C X & & O N R E Q U IR E D
f o r m BE-577(S)
(1 1 -7 7 )
U .S . D E P A R T M E N T O F C O M M E R C E B U R E A U O F E C O N O M IC A N A L Y S IS
O FFIC E USE ONLY ^ a. Name of U.S. reporter
Form A pproved: O .M .B . No. 41-R2381 b. R eport fo r year ending
c. Name and country of prim ary foreign o rg a n iza tio n
O F F IC E USE O N LY
C O N F ID E N T IA L A N N U A L R E P O R T
ID No.
lid T R A N S A C T IO N S O F P R IM A R Y F O R E IG N a O R G A N I Z A T I O N S W IT H S E C O N D A R Y
v F O R E IG N O R G A N I Z A T I O N S
longernly. nts. \ Bureau of Economic Analysis, B E-50(II)
o o de R E T U R N V 1401 K Street, NW .(Tower B ldg.)
is n ses n TO
/ U .S. Department of Commerce
rm rpo at spo / Washington, D .C . 20230
d. Name and country o f secondary fo re ig n org a n iza tio n
C ountry In d u s try
ID No. C ountry In d u s try
rvey fotiMon piLurms arervey-re IMPORTANT
Read instructions on reverse before com pleting this form .
I f a n e w ly -a c q u ire d
fo re ig n e n te rp ris e --
e. In d ic a te typ e o f b u sin e ss and p rin c ip a l p ro d u ct or se rv ic e *
al su rma fo r-su ? \ \ i jy
VAI / I I
istoric info rvey -fo Items received or entere'^ into intercom pany accounts
r su tion 1. D ividends h fo t a a. On common stock
A m ounts after w ith h o ld in g taxes
(R e p o rt in c u rre n c y u se d )
O FF IC E USE
ONLY
li
his d is rren form b. On preferred stock
T an Cu lp/in 2 . In te re s t on bonds, n otes, advances, etc.
/he 3 . R o y a ltie s , lic e n s e fe e s and o th e r c h a rg e s fo r th e s a le o r u se o f in ta n g ib le p ro p e rty and v re n ta ls fo r the u se o f ta n g ib le p ro p erty
.go , P rim a ry c o m p a n y ' s ch arg es for s e rv ic e s ren d ered in c lu d in g ea m an ag em en t, a llo c a te d e x p e n s e s , e tc .
ww.b 5 . P rim a ry c o m p a n y 's e q u ity in sec o n d a ry co m p an y' s w n e t in c o m e (o r lo s s ) ( S e e i n s t r u c t i o n s )
F or ye a r end in g
Year (la s t i Month 2 d ig its ) I
Day
I I ??
Lf r i
G. Intercom pany acc o u n ts, bonds, no tes, and ad vances o utstan d in g ( S h o w t h i s it e m i n t h e c u r r e n c y in w h i c h i t i s p a y a b l e )
C urrency u n it (S ee in s tr u c tio n s )
Due to prim ary company
P ayable by prim ary com pany 6 .1
a. Beginning of year
6 .2
6 .3
b. End of year
6 .4
* I
7. Changes in primary company's holdings of capital stock of, an d /o r cap ital contributions to , foreign secondary organizations
a. Type of change b. Type o f se c u rity (M ark (X ) one)
1 [~ | Increase
c. Means of settle m e n t
d. P e rc e n t o f is su e owned
(1) Before
(2) A fte r
tran sa ctio n
tran sa ctio n
e. Amount of tran sa ctio n
2 [ / ] Decrease
%
%
f. O ther p a rtie s to tra n s a c tio n (M a rk (X ) o n e )
I f U .S . r e s id e n t, g iv e n a m e a n d a d d re s s
1 F ore ig n a ffilia te
3 Q U.S. re s id e n ts
2 Q O ther fo re ig n owners
RETURN THIS COPY
U S C O M M -D C 43 97 3-P 7 8
01 ?L
G EN ER A L INSTRUCTIONS
Fo r e i g n Su b s i d i a r y or A f f i l i a t e d Co m p a n y - F or p u r p o se s o f t h e s e
Pu r p o s e - R eports on th is form are required in order to p rovid e relia b le and up-to-date inform ation on the foreign in vestm en t op eration s o f U .S. b u s in e s s a ffe c tin g th e U .S . b a la n c e o f in tern a tio n a l p a y m en ts.
rep orts, any foreign -in corp orated com pany in w h ich a U .S. ow n er, or a ffilia ted group of ow ners, holds 25 p ercent or more o f th e votin g sto ck , d irectly or in d irectly .
R elated inform ation is c o lle c te d on Form s B E -5 7 8 (foreign unincorporated
As s o c i a t e d Fo r e i g n Co m p a n y - A fo r e ig n in c o r p o r a te d c o m p a n y in
b ranches), B E -35 (foreign su b sid ia r ie s and b ran ch es o f U .S. m otion
lid p ic tu r e c o m p a n ie s ) , B E -5 7 8 (B ) (fo r e ig n u n in c o r p o r a te d b r a n c h e s o f U .S .
banking firm s), B E -5 7 8 0 ) (foreign su b s id ia r ie s and b ra n ch es of U .S.
va in su r a n c e c o m p a n ie s ) , B E -5 7 7 (A ) (fo r e ig n a s s o c i a t e d c o m p a n ie s ) , and r B E -S 7 7 (prim ary fo r e ig n c o r p o r a t io n s ) . ( S e e d e f in it io n s b e lo w .) longe ly. ts. T h e fo llo w in g is a co n d e n sa tio n o f th e a p p lic a b le s e t o f in str u c tio n s n n an d r e g u la tio n s ; a c o m p le te s e t w ill b e s e n t on r e q u e s t. no s o de Au t h o r i t y - R ep o rts on F orm s B E -5 7 7 , B E -5 7 8 , B E -3 5 , B E -5 7 8 (B ), is se on B E -5 7 8 (I), B E -5 7 7 (A ), and B E -5 7 7 (S ) are m andatory under S e c tio n 8(b ) rm rpo at sp o f the B retton W oods A g ree m en ts A ct (5 9 S ta t. 5 1 5 , 22 U .S .C . 2 8 6 f). fo u re -re T h e report h a s b een ap p roved by th e O ffic e o f M an agem ent and B u d get
under th e F ed era l R ep orts A ct (P u b lic L aw N o. 8 3 1 , 77th C o n g ress).
p a y A ll r e p lie s w i l l b e h e ld in c o n f id e n c e under t h e p r o v is io n s o f S e c t io n 4(b ) rvey tion rms rve o f that A ct and S ectio n 8(c) of th e B retton W oods A greem en ts A ct. al su rma fo r-su Who Mu st Re p o r t - S ep arate reports on Form B E -5 7 7 (S ) are required
from U .S . co rp o ra tio n s and oth er U .S . r e s id e n ts for e a c h se co n d a r y
istoric info rvey -fo foreign su b sid ia ry or a ffilia te d corporation in w hich they ow n 25 percent n or more o f t h e v o t in g s t o c k th ro u g h a prim ary fo r e ig n o r g a n iz a t io n e it h e r r su tio d ir e c tly or to g e th e r w ith a f filia t e d fo r e ig n or d o m e stic o w n e r s . In th e
c a s e of joint ow nership, one owner may file a com bined report. H ow ever
h fo t a a rep ortab le in te r e s t i s d eem ed to e x is t o n ly if th e U .S . p a ren t o w n s his d is rren rm 50% or more o f th e v o tin g sto c k o f th e primary fo reig n corp oration arid it fo in turn o w n s at l e a s t 50% o f t h e v o t in g s t o c k o f th e se c o n d a r y T an Cu /in foreign organ ization. lp Fi l i n g Of Re p o r t s - Form B E -5 7 7 ( S ) i s an an n u a l rep o rt. A s i n g l e e co p y o f e a c h rep ort s h o u ld b e s e n t to th e B u re a u o f E c o n o m ic A n a l y s i s , /h B E -5 0 (II), 1 4 0 1 K S tr e e t, NW (T o w e r B u ild in g ), U .S . D ep a rtm en t o f ov C om m erce, W a sh in g to n , D .C . 2 0 2 3 0 , w ith in 9 0 d a y s a fte r th e c l o s e o f .g e a c h c a le n d a r or f i s c a l y e a r . ea R e q u e s ts for e x t e n s io n o f th e f i li n g d a te , a d d itio n a l fo rm s or c l a r i f i c a .b t io n s o f th e r e p o r tin g r e q u ir e m e n ts or in s t r u c t io n s s h o u ld b e d ir e c te d to w th e sa m e a d d r e s s . ww Ex e m p t i o n - A U .S . r e s id e n t o t h e r w is e r e q u ired to report i s e x e m p te d
w hich a U .S. ow ner, or a ffilia ted group of ow n ers, d irectly h old s at le a s t 10 percent but le s s than 25 percent of the v otin g sto ck .
Pr i m a r y Fo r e i g n C o r p o r a t i o n - A fo r e ig n s u b s id ia r y or a f f i l i a t e d co m p a n y in w h ich 2 5 p ercen t or m ore o f th e v o tin g sto c k i s ow n ed by U nited S ta te s r e s id e n ts , eith er d irectly or togeth er w ith d o m e stic or foreign a ffilia te s ( s e e Form B E -5 7 7 ).
Se c o n d a r y Fo r e i g n Co r p o r a t i o n - A fo r e ig n su b s id ia r y or a ffilia t e d com pany in w hich a U .S. ow nership of 25 percent or more o f th e v o tin g sto c k is h eld through a primary fo reig n corp oration ( s e e " w ho m ust report" above).
Fo r e i g n B r a n c h - An u n in c o r p o r a te d fo r e ig n b u s i n e s s o p e r a tio n con d u cted by a U .S . r e sid en t or group o f p erso n s (corp orate or other w is e ) in a foreign country ( s e e Form B E -5 7 8 ).
S P EC I FI C I N S TR U C TI ON S
Item s 1 - 4 - Enter only am ounts a ctu a lly rece iv e d by th e primary foreign corporation or entered in to the intercom pany a cco u n ts during the report in g period. Stock d ivid en d s should be reported in item 7 ( s e e b elo w ).
Item 3 - R ep ort a ll r o y a ltie s, f e e s and other c h a rg es for th e s a le or u se o f in ta n g ib le property and ren ta ls for th e u s e o f ta n g ib le property rece iv e d or en tered in to intercom pany a cco u n ts during th e period.
Item 4 - R eport a ll r e c e ip t s or c h a r g e s for p r o fe s s io n a l, a d m in istra tiv e or m anagement serv ices.
Item 5 - T h e amount entered for th is item should be show n in the currency in w hich the b ook s o f the foreign com pany are kept, and should rep resen t th e p aren t's portion of the foreign com p any's n et in com e (or lo s s ) for th e year, before com m on d iv id en d s but after p ro v isio n for foreign incom e ta x e s and the paym ent o f preferred d iv id en d s. C om panies w h o se foreign e n te r p r ise s are en g a g ed in e x tr a c tiv e in d u str ie s sh ou ld
from filin g a report i f th e a g g r e g a te v a lu e o f h is in v e stm e n t, and th a t o f
report net incom e before d ep letion ch a rg es, ex cep t ch a rg es rep resen tin g
h is d o m e stic s u b s id ia r ie s or a f filia t e s , in fo reig n b ra n ch es, s u b s id ia r ie s,
the am ortization o f the actual c o st o f cap ital a s s e ts .
a ffilia ted or a ss o c ia te d corp oration s, in clu d in g a p p lica b le proportion o f
su rp lu s a c c o u n ts and d eb t, i s le s s than $ 2 ,0 0 0 ,0 0 0 b a sed on the b ook s o f the foreign en terp rises. R eports for foreign su b s id ia r ie s or a ffilia te s w hich are in a ctiv e , or have a book v alu e, in clu d in g surplus accou n ts
Item 6 - If th e cu rren cy unit u sed in a c c o u n ts reported in item 6 is other than U .S. d o lla rs, p le a s e sp e c ify . R eport in th is item a ll acco u n ts betw een the foreign parent or its foreign a ffilia te s and th e foreign
and intercom pany in d eb ted n ess, o f le s s than $ 2 5 ,0 0 0 m ay b e om itted w ith a note to that e ffe ct.
seco n d a r y orga n iza tio n in clu d in g a c c o u n ts w h ich m ay b e b lo ck ed or are not regu larly carried on th e p aren t's b o o k s. E n tries m ade in item 6
sh o u ld b e c o n s is te n t w ith e n tr ie s m ade in item s 1 - 4 in so fa r a s th e y
Co n s o l i d a ti o n s - C on solid ated reports may b e file d coverin g more than
reflect th e se item s.
one su b sid ia ry or a ffilia te in th e sam e country and industry (foreign
branch op eration s sh ou ld b e reported on Form B E -578, in v estm en ts in a ss o c ia te d foreign com p an ies on Form B E -577(A ), and reports for primary foreign co rp o ra tio n s on Form B E -5 7 7 ).
Item 7 - E nter here an y c h a n g e s in th e foreig n p arent's a n d /o r it s foreign a ffilia te s ' h old in g s o f ca p ita l sto ck o f the secon d ary foreign com pany in clu d in g preferred sto c k , and com mon or ordinary sto ck .
Stock d ivid en d s, exch an ge o f stock for in tan gib le property, cap ital
contributions by the parent com pany and ca p ita liza tio n of intercom pany
a cco u n ts should a lso be included but should be id en tified separately.
D EFI N I T I O N S
If a com pany is liquidated or so ld w h olly or partially to foreign in te rests,
U.S. R esid ent - Any person (inclu ding corporations, tru sts, e sta te s ) under the ju risd iction o f the United S tates ordinarily resid in g in the
sh ow in block 7 e the am ount obtained in liq u id ation , or s a le s price.
United S ta te s, in clu d in g it s territories or p o s s e s s io n s .
FO R M B E -5 7 7 (S ) (11 -7 7)
U S C O M M -D C 43 97 3-P 7 8
?NS G & R f l O N R E Q U I R E D
F O R M BE-577(S)
(1 1 -7 7 )
U .S . D E P A R T M E N T O F C O M M E R C E B U R E A U O F E C O N O M IC A N A L Y S IS
O FFIC E USE ONLY ^
a . Name o f U .S. reporter
Form A pproved: O .M .B . No. 41-R2381 b . R eport fo r year ending
c. Name and country o f prim ary foreign o rg a n iza tio n
O F F IC E USE O NLY
C O N FID EN TIA L ANNUAL REPORT
ID No.
lid T R A N S A C T IO N S O F P R IM A R Y F O R E IG N a O R G A N IZ A T IO N S W IT H S E C O N D A R Y
v F O R E IG N O R G A N IZ A T IO N S
longernly. nts. Bureau of Economic Analysis, B E-50(II)
o o de R E T U R N \ 1401 K Street, NW. (Tow er B ldg.)
is n ses n TO
/ U.S. Department of Commerce
rm rpo at spo Washington, D .C . 20230
d . Name and country o f secondary fo re ig n org a n iza tio n
C ountry In d u s try
ID No. C ountry In d u s try
rvey fotion purms arervey-re IMPORTANT
Read in stru ctio n s on reverse I f a n e w ly -a c q u ire d before co m pleting this form . fo re ig n e n te rp ris e - *
e. In d ic a te typ e o f b u sin e ss and p rin c ip a l p ro d u ct or se rv ic e
istorical siunformarvey fo -for-su Items received or entered into intercom pany accounts r su tion 1. Dividends h fo t a a. On common stock his d is rren form b. On preferred stock
A m ounts after w ith h o ld in g taxes
(R e p o rt in c u rre n c y u se d )
O FFIC E USE
ONLY
1.2
T an Cu lp/in 2 . In te re s t on bonds, n otes, advances, e tc .
/he 3 . R o y a ltie s , lic e n s e fe e s and o th e r c h a rg e s for th e s a le o r u se o f In ta n g ib le p ro p e rty and v re n ta ls fo r th e u se o f ta n g ib le p ro p erty
.go 4 . P rim a ry c o m p a n y ' s ch arg es for s e rv ic e s ren d ered in c lu d in g ea m an ag em en t, a llo c a te d e x p e n s e s , e tc .
ww.b 5 . P rim a ry c o m p a n y 's e q u ity in s ec o n d a ry co m p an y' s w n e t in c o m e (o r lo s s ) (S e e i n s t r u c t i o n s )
F or ye a r end in g
Year (la s t i Month 2 d ig its ) I
Day
a
9 1 1f
#
)t I
G. Intercom pany acc o u n ts, bonds, n otes, and ad vances o utstand ing ( S h o w t h i s i t e m i n t h e c u r r e n c y in w h i c h i t i s p a y a b l e )
C urrency u nit (See in s tru c tio n s )
Due to prim ary company
P ayable by prim ary com pany
6.1
a. Beginning of year
6.2
6 .3
b. End of year
674"
?I S
? I
7. Changes in primary company's holdings of cap ital stock of, an d /o r cap ital contributions to, foreign secondary organizations
a . Type of change b. Type of s e cu rity (M ark (X ) one)
i Q Increase
c . Means of se ttle m e n t
d . P ercent o f issue owned
(1 ) Before
(2) A fte r
tran sa ctio n
tran sa ctio n
e. Amount of tra n s a c tio n
2 [ / ] Decrease
%
%
f . O ther p a rtie s to tra n s a c tio n (M a rk (X ) o n e )
I f U .S . r e s id e n t, g iv e n a m e a n d a d d re s s
1 F oreign a ffilia te
3 Q u.S . residents
2 (//) O ther fo re ig n ow ners
YOUR FILE COPY
7e
U S C O M M -D C 43 97 3-P 7 8
\? l
i f
%. * *
G EN ER A L INSTRUCTIONS
Pu r p o s e - R ep orts on th is form are required in order to p rovid e relia b le and up-to-date inform ation on the foreign in vestm en t op eration s o f U .S. b u s in e s s a ffe c tin g th e U .S . b a la n c e o f in tern a tio n a l p aym en ts.
Fo r e i g n S u b s i d i a r y or A f f i l i a t e d Co m p a n y - F or p u r p o s e s o f t h e s e reports, any foreign-incorporated com pany in w hich a U .S. ow ner, or a ffilia ted group o f ow ners, h old s 25 p ercen t or more o f the v o tin g sto ck , d ir e c tly or in d ir e c tly .
R elated inform ation is c o lle c te d on F orm s B E -5 7 8 (fo reig n unincorporated
As s o c i a t e d Fo r e i g n Co m p a n y - A fo reig n in co rp o ra ted co m p a n y in
bran ch es), B E -35 (foreign su b sid ia r ie s and b ran ch es o f U .S. m otion picture co m p an ies), B E -578(B ) (foreign unincorporated b ran ch es of U.S.
lid b an k in g fir m s), B E -5 7 8 G ) (fo r e ig n s u b s id ia r ie s an d b r a n c h e s o f U .S . a in su r a n c e c o m p a n ie s ) , B E -5 7 7 (A ) (fo r e ig n a s s o c i a t e d c o m p a n ie s ) , and v B E -5 7 7 (prim ary fo r e ig n c o r p o r a t io n s ) . ( S e e d e f in it io n s b e lo w .) longer ly. ts. T h e fo llo w in g is a co n d e n sa tio n o f the a p p lic a b le s e t o f in str u c tio n s n n and r e g u la tio n s ; a c o m p le te s e t w ill b e s e n t on' r e q u e s t. o o de Au t h o r i t y - R ep o rts on F o rm s B E -5 7 7 , B E -5 7 8 , B E -3 5 , B E -5 7 8 (B ), is n ses on B E -5 7 8 (I), B E -5 7 7 (A ), and B E -5 7 7 (S ) a re m andatory under S e c tio n 8(b ) rm rpo at sp o f the B retton W oods A g reem en ts A ct (5 9 S ta t. 5 1 5 , 22 U .S .C . 2 8 6 f). fo u re -re T h e report h a s b een ap p roved by th e O ffic e o f M anagem ent and B u d get
under th e F ed eral R ep orts A ct (P u b lic Law N o. 8 3 1 , 77th C o n g ress).
p a y A ll r e p lie s w ill b e h e ld in c o n f id e n c e under t h e p r o v is io n s o f S e c t io n 4(b ) rvey tion rms rve of that A ct and S ectio n 8 (c) of the B retton W oods A greem en ts A ct. al su rma fo r-su Who M u st Re p o r t - S ep arate rep orts on Form B E -5 7 7 (S ) are required
from U .S . c o rp o ra tio n s and oth er U .S . r e s id e n ts for e a c h s e c o n d a r y
istoric info rvey -fo foreign su b sid ia ry or a ffilia te d corporation in w hich they ow n 25 percent
or more o f th e v o tin g sto c k through a primary fo reig n o r g a n iza tio n eith er
r su tion d ir e c tly or to g eth er w ith a ffilia te d fo reig n or d o m e stic o w n e r s . In th e
c a s e of joint ow nership, on e owner may file a com bined report. H ow ever
h fo t a a rep ortab le in te r e s t i s d eem ed to e x is t o n ly if th e U .S . p a ren t o w n s his d is rren rm 50% or more of th e v o tin g sto c k o f th e primary fo reig n corp oration and it fo in turn o w n s at l e a s t 50% o f t h e v o tin g s t o c k o f th e se c o n d a r y T an Cu /in foreign organization. lp Fi l i n g o f Re p o r t s - Form B E -5 7 7 ( S ) i s an an n u a l rep o rt. A s i n g l e e c o p y o f e a c h rep ort sh o u ld b e s e n t to th e B u re a u o f E c o n o m ic A n a l y s i s , /h B E -5 0 G I), 1 4 0 1 K S tr e e t, NW (T o w er B u ild in g ), U .S . D ep a rtm en t o f v C o m m erce, W a sh in g to n , D .C . 2 0 2 3 0 , w ith in 9 0 d a y s a fte r th e c l o s e o f .go e a c h ca len d a r or f i s c a l y ea r. ea R e q u e s ts for e x t e n s io n o f th e f ilin g d a te , a d d itio n a l fo rm s or c la r if ic a .b t io n s o f th e r ep o rtin g r e q u ir e m e n ts or in s t r u c t io n s s h o u ld b e d ir e c te d to w th e sam e a d d r e s s . ww Ex e m p t i o n - A U .S . r e s id e n t o t h e r w is e r e q u ired to rep ort i s ex e m p te d
w hich a U .S . ow ner, or a ffilia ted group o f ow n ers, d irectly h old s at le a s t 10 percent but le s s than 25 percent of the votin g sto ck .
Pr i m a r y Fo r e i g n C o r p o r a t i o n - A fo r e ig n s u b s id ia r y or a f f i l i a t e d co m p a n y in w h ich 25 p ercen t or more o f th e v o tin g sto c k i s ow n ed by U nited S ta tes r e sid en ts, eith er d irectly or together w ith d om estic or foreign a ffilia te s ( s e e Form B E -577).
Se c o n d a r y Fo r e i g n C o r p o r a t i o n - A fo r e ig n s u b s id ia r y or a f f ilia t e d com pany in w h ich a U .S . ow n ersh ip of 25 p ercen t or more of th e v o tin g sto c k is h eld through a primary foreign corporation ( s e e " who m ust report" above).
Fo r e i g n B r a n c h - An u n in c o r p o r a te d fo r e ig n b u s i n e s s o p e r a tio n co n d u cted by a U .S . r esid en t or group o f p erso n s (corporate or other w is e ) in a foreign country ( s e e Form B E -5 7 8 ).
S P EC I FI C I N S TR U C TI ON S
Item s 1 - 4 - Enter on ly am ounts a ctu a lly rece iv e d by th e primary foreign corporation or entered in to the intercom pany a cco u n ts during the report in g p erio d . S tock d iv id e n d s sh ou ld be reported in item 7 ( s e e b e lo w ).
Item 3 - R eport a ll r o y a ltie s, f e e s and other c h a rg es for th e s a le or u se o f in ta n g ib le property and ren ta ls for th e u se of ta n g ib le property receiv ed or en tered in to intercom pany a cco u n ts during th e period .
Item 4 - R eport a ll r e c e ip t s or c h a r g e s for p r o fe s s io n a l, a d m in istra tiv e or m anagem ent se rv ices.
Item 5 - T h e am ount en tered for th is item sh ou ld be sh ow n in the currency in w hich the b o o k s o f the foreign com pany are kept, and sh ou ld rep resen t the paren t's portion of th e foreign com pany's n et in com e (or lo s s ) for th e year, b efore com m on d iv id en d s but after p ro v isio n for foreign incom e ta x e s and the paym ent o f preferred d iv id en d s. C om panies w h ose foreign en terp rises are engaged in ex tra ctiv e in d u stries should
from filin g a report if th e a g g r e g a te v a lu e o f h is in v e stm e n t, and th a t o f
report net incom e b efore d ep letion ch a rg es, ex c e p t ch a rg es rep resen tin g
h is d om estic su b sid ia r ie s or a ffilia te s, in foreign b ran ch es, su b sid ia rie s,
the am ortization of the actu al c o s t of cap ital a s s e ts .
a ffilia te d or a s s o c ia te d corp oration s, in clu d in g a p p lic a b le proportion o f
su rp lu s a cco u n ts and d eb t, i s le s s than $ 2 ,0 0 0 ,0 0 0 b a sed on the book s o f the foreign en terp rises. R ep orts for foreign su b s id ia r ie s or a ffilia te s
Item 6 - If th e cu rren cy unit u sed in a c c o u n ts reported in item 6 is other than U .S. d o lla rs, p le a s e sp e c ify . R eport in th is item a ll accou n ts
w hich are in a ctiv e , or have a book v alu e, in clu d in g surplus a ccou n ts and intercom pany in d eb ted n ess, o f le s s than $ 2 5 ,0 0 0 may be om itted w ith a note to that e ffe ct.
betw een the foreign parent or its foreign a ffilia te s and the foreign seco n d a ry o rgan ization in clu d in g a c c o u n ts w h ich may b e b lo ck ed or are not reg u la rly ca rried on th e p a ren t's b o o k s . E n tr ie s m ade in item 6
sh o u ld b e c o n s is te n t w ith e n tr ie s m ade in item s 1 - 4 in so fa r a s th ey
Co n s o l i d a ti o n s - C on solid ated reports may be file d coverin g more than
reflect th e se item s.
one su b sid iary or a ffilia te in the sam e country and industry (foreign
branch o p era tio n s sh o u ld b e reported on Form B E -5 7 8 , in v e stm e n ts in a ss o c ia te d foreign co m p a n ies on Form BE-577CA ), and reports for prim ary fo r e ig n c o r p o r a tio n s on Form B E -5 7 7 ).
Item 7 - E nter here an y c h a n g e s in the foreign p arent's a n d /o r it s foreign a ffilia te s ' h old in gs o f ca p ita l sto ck o f the secon d ary foreign com pany in clu d in g preferred sto c k , and com mon or ordinary sto ck .
Stock d ivid en d s, exch an ge o f stock for in tan gib le property, cap ital
contributions by the parent com pany and ca p ita liza tio n of intercom pany
a cco u n ts sh ou ld a lso be included but should be id en tified separately.
D EFI N I T I O N S
If a com pany i s liq u id ated or so ld w h olly or p artially to foreign in te r e sts,
U.S. R esid ent - Any person (inclu ding corporations, tru sts, e sta te s ) under the jurisdiction o f the United S ta tes ordinarily resid in g in the
sh ow in block 7 e the amount obtained in liq u id ation , or s a le s price.
United S ta te s, in clu d in g it s territories or p o s s e s s io n s .
FO R M B E -5 7 7 (S ) (11 -7 7)
U S C O M M -D C 43 97 3-P 7 8
for m
B E -577
(1 -1 -7 8 )
U .S . D E P A R T M E N T O F C O M M E R C E
B U R E A U O F E C O N O M IC A N A L Y S IS
1. Report fo r quarter ending
DIRECT TRANSACTIONS OF U.S. REPORTER W ITH FOREIGN AFFILIATE INCORPORATED ABROAD
2 . Name o f U.S. R eporter
O .M .B . No . 4 1-R 0 6 2 0 ; Ap p r o v a l Ex p i r e s Ap r i l 19 8 0 BEA
O N LY r
Re p o r te r ID
M ANDATORY
3 . OFFI C E U S E ON LY
C O N F ID E N T IA L Q U A R TE R LY R EP O R T
4 . Name of fore ig n a ffilia te
Affil ia te ID
This re p o rt Is re q u ire d , by law -- S ection 5(b)(2), P.L. 94-472, 90
#
S ta t. 2059, 22 U.S.C. 3104. W hoever fa ils to re p o rt may be su b je ct to a c iv il penalty not exceeding $10,000 and to inju nctiv e re lie f
lid com manding such person to comply, or both. W hoever w illfu lly
fa ils to report shall be fin ed not more than $10,000 and, if an indi-
a vid u a l, may be im p rison ed fo r not more th a n one year, o r both.
5. Country o f location (Country in which a ffilia te 's physical assets reside or where principa l a c tiv ity is carried out)
6 . If a ffilia te 's industry cla ssific a tio n has changed M a rk h e re a n d C o m p le te F o rm B E -5 0 7
Ind ID
er v R E T U R N long ly. ts. TO
U.S. D epartm ent o f Com m erce Bureau o f Econom ic Analysis, BE-50 (II)
W ashington, D.C. 2 0 230
o on en IMPORTANT: This re p o rt covers item s received is n ses nd from , paid to, or e n tere d 'in to intercom pany accounts o w ith th e fo re ig n a ffilia te . Read in s tru c tio n s on rm rpo at sp reverse side before com pleting this form . REPORT fo u re -re ALL AMOUNTS IN THOUSANDS OF U.S. DOLLARS.
In itia l report -- a ffilia te was not previously reported
Resumed report -- a ffilia te was previously reported but not in recent years .
Final re p o rt -- a ffilia te was:
Sold or seized
E n te r d a te -
Liquidated
)
Discontinued report -- a ffilia te fe ll below exem ption level
Month Year
8. I f the U.S. R e porter does not hold a d ire c t e q u ity in te re s t in th e fo re ig n a ffilia te named in 4, M a r k h e r e - > to ind ica te th a t re p o rt covers tran sa ctio n s w ith an in d irectly-o w ned fo re ig n a ffilia te and answ er only
__ que stion s 12-21 o f th e data section .
9. If 8 is m arked, enter name and country of fore ig n a ffilia te holding the equity in tere st:
p a y I . REC EI PTS FROM A ND PA YM EN TS TO FOR EI GN A FFI LI A T E B Y U .S . R EP OR TER OF D I V I D EN D S , ey n s e I NTERES T, FEES , ROYALTI ES AND R EN TA LS , ACCORDI NG TO B OOK S OF U.S . REPORTER. rv tio rm rv REPORT AM OUNTS I N ITEM S 11-15 NET OF W I THHOLDI NG TAXES.
Divid e n d s on c om m on and p r e fe r r e d s to c k , e xc lu d in g s to c k divid en ds
al su rma fo r-su 10 . Foreign tax w ithheld_____________________________________________________
11. Net o f fore ig n tax w ithheld
istoric info rvey -fo 12. Interest, including interest on capital (financial) leases r su tion 13. Royalties, license fees, and other fees fo r use or sale o f in tangible property h fo t a 14. Charges fo r use of ta ngib le property, in clu d in g film and te le vis io n tape rentals his d is rren rm 15. Fees fo r services rendered, including fees fo r management, professional, fo o r te ch nic al services, R & D assessments, and allo ca te d expenses_______ T an Cu /in I I . DEB T AND OTHER I NTERCOM PANY ACCOUNT B ALANCES B ETW EEN FOREI GN
A FFI LI A T E A N D U .S . R EP OR T ER , AC C OR D I N G TO B OOK S OF U .S . R EP OR T ER . Cur r en t Item s
lp 16. Owed to U.S. Reporter by a ffilia te _____________________________ /he 17, Due to a ffilia te from U.S. Reporter v Lo n g -t e r m i t e m s o 18, Owed to U.S. R eporter by a ffilia te a.g 19. Due to a ffilia te from U.S. Reporter e Ne t b o o k v a l u e o f p r o p e r t y , p l a n t , a n d e q u i p m e n t o n l e a s e a n d n o t r e f l e c t e d i n i t e m s 16 - 19 .b 20 . On lease by U.S. Reporter to a ffilia te ____________________________________________ w 21, On lease by a ffilia te to U.S. Reporter ww I I I . U .S . R EP OR TER 'S EQU I TY I N FOR EI GN A FFI LI A T E'S:
R eceipts by U.S. R eporter 101 in
12 1 131 141 151
Beginning of quarter
161 171 181 191 201
211 Current quarter
Paym ents by U.S. R eporter
' ......
122 132 142 152
End o f q u a rte r
162 172 182 192 202
212 Preceding quarter
22. Q uarterly net income (loss) a fte r pro visio n fo r fo re ig n income taxes (S e e i n s t r u c t io n s )
221
222
Ne t u n r e a l i ze d a n d r e a l i ze d c a p i t a l g a i n s (l o s s e s ) 23. Included in Item 22
24. Taken d ire c tly to retained earnings o r surplus account
231
232
241
242
I V . C H A N GE I N U .S . R EP OR T ER ' S EQU I T Y I N FOR EI GN A FFI LI A T E' S C A P I T A L S TOC K A N D / OR A D D I T I ON A L PA I D - I N C A P I T A L, A C C OR D I N G TO B OOK S OF U .S . R EP OR T ER , A T TR A N S A C T I ON V A LU E.
25. Establishment of a ffilia te
Amount paid or received
251
Means o f se ttle m e n t code (F ro m P a rt V)
252
Ac q u i s i ti o n , p ar ti a l o r t o t a l , o f an e q u i t y i n te r e s t 26. From th is a ffilia te 27. From all o th er fo re ig n e rs -- S p e c if y c o u n t r y o f s e lle r
i f d if f e r e n t fr o m c o u n tr y o f a f f ilia t e : ______________
28. From U.S. persons -- G iv e n a m e a n d a d d r e s s :
261
262
271
272
281
282
29. Capital contrib utio ns not resultin g in issuance of capital stock. R e p o rt a n y r e tu r n o f s u c h c o n tr ib u tio n s in p a re n th e s e s ( )
30. Liquidation of a ffilia te
Sal e , p ar tial o r t o t a l , o f an e q u it y in te r e s t 31. To th is a ffilia te 32. To o th er fo re ig n e rs -- S p e c if y c o u n t r y o f p u r c h a s e r
i f d if f e r e n t fr o m c o u n tr y o f a f f ilia t e : _____________ 33. To U.S. persons -- G iv e n a m e a n d a d d r e s s :
291 301 311 321 331
292 302 312 322 332
34. Stock dividends 35. O ther -- S p e c if y
341
351
352
Fo r i t e m s 2 6 -3 5 , e n t e r t h e a m o u n t s b y w h i c h t h e t r a n s a c t i o n v a l u e 36. Exceeds the value carried on the books of the a ffilia te ________ 37. Is less than the value carried on the books o f the a ffilia te
For acquisition
361
371
For sale o r liq u id a tio n
362
372
V . M EA N S OF S ET T LEM EN T C OD ES FOR I T EM S 2 5 -3 5 .
1. Cash
V I . U .S . R EP OR T ER 'S S H A R E I N A N N U A L I N C OM E A N D EQU I T Y P OS I TI ON C o m p le te ite m s b e lo w o n c e a y e a r, n o la te r th a n th e s e c o n d r e p o rt o r fis c a l y e a r, o r if a n in it ia l re p o rt, c o m p le te ite m s 3 8 , 3 9 , a n d 4 2 -- q u a r te r w h ic h th e in it ia l r e p o r t is fo r.
fo llo w in g th e c lo s e 45 as o f th e e n d in g
o f th e c a le n d a r d a te o f th e
381 M O NTH
2. Exchange of a ffilia te 's stock or other
38. For a ffilia te 's calendar (or fiscal) year ending_________________________________________________
e q u ity fo r U.S. R ep orter's sto ck
39. U.S. R e porter' s percentage ow ne rship o f a ffilia te 's v o tin g sto ck a t end o f year.
391
E n te r t o te n th o f o n e p e r c e n t______________________________________
3 . C apitalization o f intercom pany accounts
40 . U.S. R ep orter' s e q u ity in a ffilia te 's annual ne t income (loss)
401
4. Exchange o f a ffilia te 's stock or other
a fte r provision fo r fore ig n income taxes (S e e in s t r u c t io n s ) ___________________________________
e q u ity fo r fin a n cia l assets oth er than those in codes 1, 2, and 3
41. U.S. R ep orte r's share o f th e a ffilia te 's exchange gain (loss) re s u ltin g fro m th e tra n s la tio n
411
or remeasuring of the a ffilia te 's fin ancia l statem ents from its local currency into dollars due to
#
5. Transfer of equipment, inventory or
a change in the rate between the local currency and the d o lla r during the year.
other tangible property
U .S . Re p o r t e r 's e q u i t y i n n e t w o r t h o f f o r e i g n a f f i l i a t e , a c c o r d i n g t o b o o k s o f f o r e i g n a f f i l i a t e
421
42. Total in vestm ent (Equals item s 43 + 44 + 45)______________________________________
6. Transfer of intangible assets, including
#
patents, know-how, rig hts, etc.
43.
Capital stock, common and preferred, and additional paid-in capital
431
7. Other -- S p e c ify
441
44.
Retained earnings -- compute on the " equity basis" consistent w ith items 22 and 40
451
45.
Other surplus
BEA USE ONLY T
461
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