FALB FAMILY CHARITABLE TR: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
FALB FAMILY CHARITABLE TR (EIN 04-6931498)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-27
IRS object ID
202631479349100908
Schema version
2025v4.1
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)
Return2026-05-27T12:14:16-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046931498EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FALB FAMILY CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% PETER L FALBInCareOfNm
Business Name ControlFALBBusinessNameControlTxt
Phone6177420666PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1245 BRATTLE STREETAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER L FALBPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6177420666PhoneNum
Signature2026-05-27SignatureDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$156,068FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$9,551DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,551DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,010NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,129GrossSalesPriceAmt
Other Income Rev And Expnss$162OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$162OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$10,723TotalRevAndExpnssAmt
Total Net Invst Incm$9,713TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,250OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$875OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$375OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$119TaxesRevAndExpnssAmt
Occupancy Rev And Expnss$3,830OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$2,680OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$1,150OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,234TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,555TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,560TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,584TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,555TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,910TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$139ExcessRevenueOverExpensesAmt
Net Investment Income$6,158NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,912CashBOYAmt
Cash EOY$2,852CashEOYAmt
Cash EOYFMV$2,852CashEOYFMVAmt
Corporate Stock BOY$152,119CorporateStockBOYAmt
Corporate Stock EOY$147,835CorporateStockEOYAmt
Corporate Stock EOYFMV$105,417CorporateStockEOYFMVAmt
Other Investments BOY$49,725OtherInvestmentsBOYAmt
Other Investments EOY$41,281OtherInvestmentsEOYAmt
Other Investments EOYFMV$47,799OtherInvestmentsEOYFMVAmt
Total Assets BOY$204,756TotalAssetsBOYAmt
Total Assets EOY$191,968TotalAssetsEOYAmt
Total Assets EOYFMV$156,068TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$197,756NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$197,895NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$197,756TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$197,895TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$197,756TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$197,895TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$197,756TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$139ExcessRevenueOverExpensesAmt
Subtotal$197,895SubtotalAmt
Tot Net Ast Or Fund Balances EOY$197,895TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
400 PIONEER HIGH INCOME FUNDLIQUIDATIONP2005-01-062025-09-30$3,160$6,937-$3,777-$3,777
400 PIONEER HIGH INCOME FUNDLIQUIDATIONP2016-01-062025-09-30$3,160$3,946-$786-$786
CHARLES SCHWAB CAPITAL GAIN DISTRIBUTIONP2025-01-012025-12-31$1,010$1,010$1,010
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,553CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$8NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$86InvestmentIncomeExciseTaxAmt
Subtotal$86SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$86TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$86ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$86TotalPaymentsAndCreditsAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
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 Line1PETER L FALBBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6177420666PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1245 BRATTLE STREETAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER L FALB
245 BRATTLE STREETCAMBRIDGEMA02138TRUSTEE2.00$0$0$0
KAREN F FALB
245 BRATTLE STREETCAMBRIDGEMA02138TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$150,930AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,882AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$153,812TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$153,812AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,307CashDeemedCharitableAmt
Net Vl Noncharitable Assets$151,505NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,575MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,575MinimumInvestmentReturnAmt
Tax Based On Investment Income$86TaxBasedOnInvestmentIncomeAmt
Total Tax$86TotalTaxAmt
Distributable Before Adj$7,489DistributableBeforeAdjAmt
Distributable Before Ded$7,489DistributableBeforeDedAmt
Distributable As Adjusted$7,489DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,910ExpensesAndContributionsAmt
Qualifying Distributions$6,910QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,489DistributableAsAdjustedAmt
Undistributed Income PY$1,989UndistributedIncomePYAmt
Qualifying Distributions$6,910QualifyingDistributionsAmt
Applied To Year1$1,989AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,921AppliedToCurrentYearAmt
Undistributed Income CY$2,568UndistributedIncomeCYAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPETER L FALBContributingManagerNm
Contributing ManagerKAREN F FALBContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE CAMBRIDGE HOMES
360 MT AUBURN STREETCAMBRIDGEMA02138NONEPCUNRESTRICTED$200
COLBY COLLEGE
173 MAIN STREET Ste 201WATERVILLEME04901NONEPCUNRESTRICTED$500
CONCORD MUSEUM
53 CAMBRIDGE TPKECONCORDMA01742NONEPFUNRESTRICTED$50
FRIEND OF MOUNT AUBURN CEMETARY
580 MT AUBURN STREETCAMBRIDGEMA02138NONEPCUNRESTRICTED$1,500
NORTHFIELD MOUNT HERMON
ONE LAMPLIGHTER WAYMOUNT HERMONMA01354NONPCUNRESTRICTED$2,000
SHRINERS HOSPITAL FOR CHILDERN
51 BLOSSOM STREETBOSTONMA02114NONEPCUNRESTRICTED$400
THE YARD
1 THE YARDCHILMARKMA02535NONEPCUNRESTRICTED$100
TUNNEL TO TOWERS
2361 HYMAN BOULEVARDSTATEN ISLANDNY10306NONEPCUNRESTRICTED$400
WOUNDED WARRIOR PROJECT
370 7TH AVENUE Ste 1802NEW YORKNY10001NONEPCUNRESTRICTED$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,350TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,551ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,010ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMV OIL TR ORGINAL ISSUEDesc
Exclusion14ExclusionCd
Exclusion$162ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$10,723ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,723TotalIncomeProducingActyAmt

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

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtHow AcquiredHowAcquiredTxtTotal NetTotalNetAmt
12312025
NONDIVIDEND DISTRIBUTIONS2025-012025-12$2,119$2,119
(no name)
CAPITAL GAIN DISTRIBUTION$1,010P$1,010

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB CO INCStockNm
EOY Book Value$147,835EOYBookValueAmt
EOYFMV$105,417EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (20 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MARCUS FUND INVESTMENTAT COST$37,046$37,046
ICAHN ENTERPRISES LPAT COST$4,235$4,235
ENERGY TRANSFER LPAT COST$6,518
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMASS AG OFFICE FILING FEEDesc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$35DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMV OIL TR ORIGINAL ISSUE DISCOUNTDesc
Revenue And Expenses Per Books$162RevenueAndExpensesPerBooksAmt
Net Investment Income$162NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTINGCategoryTxt
Amt$1,250Amt
Net Investment Income$875NetInvestmentIncomeAmt
Disbursements Charitable Prps$375DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL EXCISE TAX$89
FOREIGN TAX PAID$30

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