FALB FAMILY CHARITABLE TR: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FALB FAMILY CHARITABLE TR (EIN 04-6931498)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-07
IRS object ID
202521279349100347
Schema version
2024v5.1
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)
Return2025-05-07T10:06:52-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-05-07SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$152,146FMVAssetsEOYAmt
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$9,275DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,275DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$802NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,260GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$802CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$477OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$477OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$10,554TotalRevAndExpnssAmt
Total Net Invst Incm$10,554TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,590AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,110AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$480AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$350OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$150OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$85TaxesRevAndExpnssAmt
Occupancy Rev And Expnss$3,825OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$2,675OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$1,150OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,035TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,135TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,815TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,935TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,135TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,715TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,381ExcessRevenueOverExpensesAmt
Net Investment Income$6,419NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,502SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,912SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,912SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$147,794CorporateStockBOYAmt
Corporate Stock EOY$152,119CorporateStockEOYAmt
Corporate Stock EOYFMV$106,509CorporateStockEOYFMVAmt
Other Investments BOY$44,929OtherInvestmentsBOYAmt
Other Investments EOY$42,725OtherInvestmentsEOYAmt
Other Investments EOYFMV$42,725OtherInvestmentsEOYFMVAmt
Total Assets BOY$197,225TotalAssetsBOYAmt
Total Assets EOY$197,756TotalAssetsEOYAmt
Total Assets EOYFMV$152,146TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$197,225NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$197,756NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$197,225TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$197,756TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$197,225TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$197,756TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$197,225TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,381ExcessRevenueOverExpensesAmt
Subtotal$194,844SubtotalAmt
Other Decreases-$2,912OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$197,756TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CHARLES SCHWAB CAPITAL GAIN DISTRIBUTIONP2022-01-012024-12-31$802$802$802
ABRDN ASIA PACIFIC INCOMEP2001-02-202024-09-10$11$11
FieldValueIRS element (for citing)
Capital Gain Net Income$802CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$89InvestmentIncomeExciseTaxAmt
Subtotal$89SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$89TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Tax Due$89TaxDueAmt

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$152,651AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,707AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$156,358TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$156,358AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,345CashDeemedCharitableAmt
Net Vl Noncharitable Assets$154,013NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,701MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,701MinimumInvestmentReturnAmt
Tax Based On Investment Income$89TaxBasedOnInvestmentIncomeAmt
Total Tax$89TotalTaxAmt
Distributable Before Adj$7,612DistributableBeforeAdjAmt
Distributable Before Ded$7,612DistributableBeforeDedAmt
Distributable As Adjusted$7,612DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,715ExpensesAndContributionsAmt
Qualifying Distributions$8,715QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,612DistributableAsAdjustedAmt
Undistributed Income PY$3,092UndistributedIncomePYAmt
Qualifying Distributions$8,715QualifyingDistributionsAmt
Applied To Year1$3,092AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,623AppliedToCurrentYearAmt
Undistributed Income CY$1,989UndistributedIncomeCYAmt

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 StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE CAMBRIDGE HOME
360 MT AUBURN STREETCAMBRIDGEMA02138NONEPC Public charity deUNRESTRICTED$100
FRIENDS OF MOUNT AUBURN CEMETERY
580 MT AUBURN STREETCAMBRIDGEMA02138NONEPC Public charity deUNRESTRICTED$2,000
HAVARD MEMORIAL CHURCH
ONE HARVARD YARDCAMBRIDGEMA02138NONEPC Public charity deUNRESTRICTED$250
HARVARD UNIVERSITY DEPARTMENT OF MATH
SCIENCE CENTER 325 ONE OXFORD STRCAMBRIDGEMA02138NONEPC Public charity deUNRESTRICTED$1,500
MOUNT AUBURN HOSPITAL
330 MOUNT AUBURN STREETCAMBRIDGEMA02138NONEPC Public charity deUNRESTRICTED$1,000
NORTHFIELD MOUNT HERMON
ONE LAMPLIGHTER WAYGILLMA01354NONEPC Public charity deUNRESTRICTED$1,000
SHRINERS HOSPITAL FOR CHILDREN
51 BLOSSOM STREETBOSTONMA02114NONEPC Public charity deUNRESTRICTED$500
TUNNEL TO TOWERS
2361 HYMAN BOULEVARDSTATEN ISLANDNY10306NONEPC Public charity deUNRESTRICTED$500
WOUNDED WARRIOR PROJECT
370 7TH AVE Ste 1802NEW YORKNY10001NONPC Public charity deUNRESTRICTED$50
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,900TotalGrantOrContriPdDurYrAmt
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$9,275ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$802ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMV OIL TR ORIGINAL ISSUEDesc
Exclusion14ExclusionCd
Exclusion$477ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$10,554ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,554TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryGANNON CPA LLCCategoryTxt
Amt$1,590Amt
Net Investment Income$1,110NetInvestmentIncomeAmt
Disbursements Charitable Prps$480DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtHow AcquiredHowAcquiredTxtTotal NetTotalNetAmt
12312024
NONDIVIDEND DISTRIBUTIONS2024-012024-12$2,458$2,458
(no name)
CAPITAL GAIN DIVIDENDS$802P$802

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$152,119EOYBookValueAmt
EOYFMV$106,509EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (20 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MARCUS FUND INVESTMENTAT COST$38,490$38,490
ICAHN ENTERPRISES LPAT COST$4,235$4,235
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
NONTAXABLE LOSSMARCUS FD-$1,419
NONTAXABLE LOSSICAHN ENT-$1,493

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$477RevenueAndExpensesPerBooksAmt
Net Investment Income$477NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTINGCategoryTxt
Amt$500Amt
Net Investment Income$350NetInvestmentIncomeAmt
Disbursements Charitable Prps$150DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FOREIGN TAX$18
FEDERAL EXCISE TAX$67

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