2025-09-15T09:38:45-07:00 2024-12-31 650273676 PROFESSIONAL TRUST ACCOUNTING INC 4800 N FEDERAL HWY 100D BOCA RATON FL 33431 990PF 2024-01-01 656261110 Teresa Kuhn Charitable Trust TERE 5617501040 4800 N Federal Hwy Boca Raton FL 334315178 Thomas C Walser TRUSTEE 5617501040 2025-03-12 true Peter Howley P01233603 5617504001 2025-09-15 2024 2025-03-06 01:10:19Z X 204143 X X 1711 5823 23607 2754 0 0 7534 23607 2754 5000 5000 5000 12000 12000 12000 1550 1550 1550 0 44 44 44 0 5268 5268 5268 23862 23862 23862 0 0 0 23862 23862 23862 0 -16328 0 0 40236 1333 1333 0 0 12777 9896 9990 33562 34549 44331 24536 38644 39428 0 108046 79046 108984 0 0 6 77 219157 163474 204143 0 0 0 0 0 X 219157 163474 219157 163474 219157 163474 219157 -16328 0 202829 39355 163474 Non-dividend distributions P 2024-01-01 2024-12-31 106 0 106 0 0 0 0 0 Short Term Covered Securities P 2024-01-02 2024-12-31 103943 0 101411 2532 0 0 0 2532 Short Term Noncovered Securities P 2023-08-29 2024-07-24 1120 0 898 222 0 0 0 222 Long-term covererd securities P 2016-11-16 2024-12-31 73440 0 53133 20307 0 0 0 20307 Long-term Noncovererd securities P 2022-07-06 2024-11-06 1729 0 1183 546 0 0 0 546 SPDR Gold Tr Gold Shs P 2024-01-16 2024-12-09 26 0 26 0 0 0 0 0 23607 2754 0 0 0 0 0 0 0 false false false false false false false true true FL true false false false false true N/A Thomas C Walser 5617501040 4800 N Federal Hwy 108D Boca Raton FL 334315178 false false false false false false false false false false false false false false false false false false false false false Thomas C Walser Esq 4800 N Federal Hwy Ste 108D Boca Raton FL 334315178 TRUSTEE 15.00 2000 0 0 NONE 0 NONE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NONE NONE Thomas C Walser CO Walser Law Firm 4800 N FEDERAL HWY STE 108D BOCA RATON FL 334315178 5617501040 NO FORMAL POLICY FOR ACCEPTING APPLICATIONS NO POLICY PRIORITY IS GIVEN TO CHARITIES THAT BENEFIT CHILDREN 0 14 1711 14 5823 18 103 18 0 7637 7637 3 TO GENERATE INCOME TO FURTHER CHARITABLE PURPOSES 4 TO GENERATE INCOME TO FURTHER CHARITABLE PURPOSES 18 TO GENERATE INCOME TO FURTHER CHARITABLE PURPOSES false false false false false false false false false false Prof. Trust Acctg Inc 2022 Tax Prep 1550 075-006 38644 39428 MS 29075 34549 44331 9896 9990 MS 29075 Mutual Funds 5818 5909 MS 29075 ETFs & CEFs 73228 103075 Walser Law Firm Legal 12000 Unsettled purchases\sales 0 6 6 Accrued Int Adjustment 0 0 71 Disbursements to WLF 39355 Brokerage account fees 5268 5268 5268 Publication fees Overlimit fee uncleared items 0 Income taxes 0 0 0 Foreign taxes paid 44 44 44