FALB FAMILY CHARITABLE TR: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
FALB FAMILY CHARITABLE TR (EIN 04-6931498)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-09-02
IRS object ID
202012469349100806
Schema version
2019v5.1
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)
Return2020-09-02T13:08:08-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN452981393PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEVINE CAUFIELD MARTIN & GOLDBERG PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 FIRST AVENUE SUITE 102AddressLine1Txt
CityNEEDHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02494ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046931498EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FALB FAMILY CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
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
Signature2020-08-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRUCE C LEVINE CPAPreparerPersonNm
PTINP00524511PTIN
Phone7814001625PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.208.171.57IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-28IPDt
IP Tm09:25:56IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0EA6DA1C80789E52EF3DB90A2E608C201FF5D9C4AtSubmissionCreationDeviceId
At Submission Filing Device Id2DA27FAC566B69401D68CCDDB0813CDF3E46C4B2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$190,623FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$361InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$361InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,921DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,921DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,275NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,767GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,275CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,557TotalRevAndExpnssAmt
Total Net Invst Incm$10,557TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$96TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$96TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$2,000OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$17OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,613TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,596TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,013TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,996TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,456ExcessRevenueOverExpensesAmt
Net Investment Income$10,557NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,121SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,508SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,508SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$212,874CorporateStockBOYAmt
Corporate Stock EOY$208,191CorporateStockEOYAmt
Corporate Stock EOYFMV$187,115CorporateStockEOYFMVAmt
Total Assets BOY$214,995TotalAssetsBOYAmt
Total Assets EOY$211,699TotalAssetsEOYAmt
Total Assets EOYFMV$190,623TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$214,995NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$211,699NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$214,995TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$211,699TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$214,995TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$211,699TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$214,995TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,456ExcessRevenueOverExpensesAmt
Other Increases$612OtherIncreasesAmt
Subtotal$213,151SubtotalAmt
Other Decreases$1,452OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$211,699TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MERRILL LYNCH ACCT.# XXX-262552019-12-31$36$103-$67-$67
FROM K-1, THE MARCUS FUND LP2019-12-31$3,538$3,538$3,538P
MERRILL LYNCH ACCT.# XXX-262552019-12-31$389$389$0$0
CAPITAL GAINS DIVIDENDS$804$804$804P
FieldValueIRS element (for citing)
Capital Gain Net Income$4,275CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,916AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$189,058NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.063028DistributionYr1Rt
Adjusted Qlfy Distri Yr2$16,481AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$199,047NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.082800DistributionYr2Rt
Adjusted Qlfy Distri Yr3$14,548AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$358,647NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.040564DistributionYr3Rt
Adjusted Qlfy Distri Yr4$9,885AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$313,898NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.031491DistributionYr4Rt
Adjusted Qlfy Distri Yr5$27,210AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$386,551NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.070392DistributionYr5Rt
Total Distribution0.288275TotalDistributionRt
Average Distribution0.057655AverageDistributionRt
Net Vl Noncharitable Assets$179,009NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$10,321AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$106NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$10,427AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,996QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$106InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$106SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$106TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$321EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$321TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$215OverpaymentAmt
Applied To ES Tax$215AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPETER L FALBIndividualWithBooksNm
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 Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$178,920AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,815AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$181,735TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$181,735AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,726CashDeemedCharitableAmt
Net Vl Noncharitable Assets$179,009NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,950MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,950MinimumInvestmentReturnAmt
Tax Based On Investment Income$106TaxBasedOnInvestmentIncomeAmt
Total Tax$106TotalTaxAmt
Distributable Before Adj$8,844DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$8,844DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$8,844DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,996ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,996QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$106PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$10,890AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,844DistributableAsAdjustedAmt
Undistributed Income PY$7,940UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$10,996QualifyingDistributionsAmt
Applied To Year1$7,940AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,056AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$5,788UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPETER L FALBContributingManagerNm
Contributing ManagerKAREN F FALBContributingManagerNm
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
ISABELLA STEWART GARDNER MUSEUM
25 EVANS WAYBOSTONMA02115NONEPCUNRESTRICTED$2,000
COLBY
4000 MAYFLOWER HILL DRWATERVILLEME04901NONEPCUNRESTRICTED$500
MOUNT AUBURN HOSPITAL
330 MT AUBURN STCAMBRIDGEMA02138NONEPCUNRESTRICTED$1,500
PAN-MASS CHALLENGE
77 4TH AVENEEDHAMMA02494NONEPCUNRESTRICTED$100
MIT LIDS
77 MASSACHUSETTS AVECAMBRIDGEMA02139NONEPCUNRESTRICTED$1,500
FRIENDS OF MOUNT AUBURN CEMETERY
580 MT AUBURN STCAMBRIDGEMA02138NONEPCUNRESTRICTED$1,000
NORTHFIELD MOUNT HERMAN SCHOOL
ONE LAMPLIGHTER WAYGILLMA01354NONEPCUNRESTRICTED$2,000
VINEYARD CONSERVATION SOCIETY
POST OFFICE BOX 2189VINEYARD HAVENMA02568NONEPCUNRESTRICTED$250
SHRINERS HOSPITAL
51 BLOSSOM STREETBOSTONMA02114NONEPCUNRESTRICTED$550
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,400TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$361ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,921ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion41ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,275ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,557ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,557TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARER FEESCategoryTxt
Amt$1,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MERRILL LYNCH INVESTMENT$150,595$129,519
MARCUS FUND INVESTMENT$57,596$57,596

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPASSIVE LOSS THE MARCUS FUNDDesc
Amt$1,452Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescTELEPHONE EXPENSEDesc
Revenue And Expenses Per Books$17RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTIMING OF BOOK/TAX DIFFERENCESDesc
Amt$612Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$96Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$96DisbursementsCharitablePrpsAmt

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