FALB FAMILY CHARITABLE TR: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FALB FAMILY CHARITABLE TR (EIN 04-6931498)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-07
- IRS object ID
- 201221289349100302
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-07T12:44:04-04:00 | 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 | BDO USA LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 HIGH STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | 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 | 046931498 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FALB FAMILY CHARITABLE TRUST | BusinessNameLine1 |
| Business Name Line2 | C/O DANE FALB STONE & CO | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % PETER FALB | InCareOfName |
| Name Control | FALB | NameControl |
| Phone | 6174220666 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CONGRESS STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER FALB | Name |
| Title | CONTROLLER | Title |
| Date Signed | 2012-04-23 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Anthony Russo | Name |
| Phone | 6174220700 | Phone |
| 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 | 386500 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 2549 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2549 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 15358 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 18550 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 15358 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 17907 | TotalRevenueAndExpenses |
| Total Net Investment Income | 17907 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 1000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 46 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 46 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 827 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 125 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 35 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1873 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 125 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 81 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 18500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 18500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 20373 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 125 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 18581 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2466 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 17782 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 3550 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1864 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1864 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 564408 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 563628 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 384636 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 567958 | TotalAssetsBOY |
| Total Assets EOY | 565492 | TotalAssetsEOY |
| Total Assets EOYFMV | 386500 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 567958 | UnrestrictedBOY |
| Unrestricted EOY | 565492 | UnrestrictedEOY |
| Total Net Assets BOY | 567958 | TotalNetAssetsBOY |
| Total Net Assets EOY | 565492 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 567958 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 565492 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 567958 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2466 | ExcessOfRevenueOverExpenses |
| Subtotal | 565492 | Subtotal |
| Total Net Assets Fund Balances EOY | 565492 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|
| TOREADOR RESOURCES CORP | 2000-06-28 | 2011-06-10 | 15358 | 15358 | 15358 | |
| 4000 SHS GM | 2005-05-13 | 2011-04-21 | 3192 | 3192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 15358 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1088 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 485888 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.002239 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 6721 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 403657 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.01665 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2509 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 446512 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.005619 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 10777 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 578304 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.018636 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 3067 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 534219 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.005741 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.048885 | TotalDistributionRatio |
| Average Distribution Ratio | 0.009777 | AverageDistributionRatio |
| Net Noncharitable Assets | 421725 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 4123 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 178 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 4301 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 18581 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 178 | InvestmentIncomeExciseTax |
| Subtotal | 178 | Subtotal |
| Tax Based On Investment Income | 178 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 178 | 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 | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| 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 | false | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER FALB | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6177420666 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CONGRESS STREET SUITE 642 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | 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 |
| Relying Curr Notice Disaster Asst2 | X | RelyingCurrNoticeDisasterAsst2 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| PETER L FALB | ||||||||
| 245 BRATTLE STREET | CAMBRIDGE | MA | 02138 | TRUSTEE | 0 | 0 | 0 | 0 |
| KAREN F FALB | ||||||||
| 245 BRATTLE STREET | CAMBRIDGE | MA | 02138 | TRUSTEE | 0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 424299 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3848 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 428147 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 428147 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6422 | CashDeemedCharitable |
| Net Noncharitable Assets | 421725 | NetNoncharitableAssets |
| Minimum Investment Return | 21086 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 21086 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 178 | TaxBasedOnInvestmentIncome |
| Total Tax | 178 | TotalTax |
| Distributable Amount Before Adj | 20908 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 20908 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 20908 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 18581 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 18581 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 178 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 18403 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 20908 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 24248 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Qualifying Distributions | 18581 | QualifyingDistributions |
| Applied To Year1 | 18581 | AppliedToYear1 |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Total Corpus | 0 | TotalCorpus |
| Taxable Amount2 | 5667 | TaxableAmount2 |
| Undistributed Income CY | 20908 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER L FALB | ContributingManager |
| Contributing Manager | KAREN F FALB | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| VINEYARD HOUSE INC | ||||||||
| PO BOX 4599 | 15 CHURCH STREET | VINEYARD HAVEN | MA | 02568 | NONE | NON-PROFIT | UNRESTRICTED | $500 |
| MIT LIDS | ||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | NON-PROFIT | UNRESTRICTED | $500 | |
| MOUNT AUBURN HOPSITAL | ||||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | NON-PROFIT | UNRESTRICTED | $1,500 | |
| HARVARD UNIVERSITY | ||||||||
| Massachusetts Hall | CAMBRIDGE | MA | 02138 | NONE | NON-PROFIT | UNRESTRICTED | $15,000 | |
| THE YARD | ||||||||
| 36 FIRST AVENUE | BOSTON | MA | 02129 | NONE | NON-PROFIT | UNRESTRICTED | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 18500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,549 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $15,358 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,907 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 17907 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 13 | LineNumber |
| Relationship Statement | NOT APPLICABLE | RelationshipStatement |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,000 | Amount |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | INVESTMENT IN EQUITIES | NameOfStock |
| EOY Book Value | 563628 | EOYBookValue |
| EOYFMV | 384636 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | 125 | 125 | |
| MA FILING FEES | 35 | 35 | |
| OTHER INCOME(LOSS)-MARCUS FUND | 667 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |
| Amount | $46 | Amount |
| Disbursements Charitable Prps | 46 | DisbursementsCharitablePrps |
Comments