FULLER TRUST INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FULLER TRUST INC (EIN 04-2104243)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-08-12
IRS object ID
202502249349100705
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-12T08:30:42-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042106505PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NUTTER MCCLENNEN & FISH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1SEAPORT WEST 155 SEAPORT BLVDAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP022102604ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042104243EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FULLER TRUST INCBusinessNameLine1Txt
Business Name Line2C/O THOMAS P JALKUTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFULLBusinessNameControlTxt
Phone6174392372PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1NUTTER MCCLENNEN FISH LLP POB 514AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02205ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS J JALKUTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6174392372PhoneNum
Signature2025-08-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP00567473PTIN
Phone6174392503PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,428,482FMVAssetsEOYAmt
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$23,439InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$23,439InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$93,307DividendsRevAndExpnssAmt
Dividends Net Invst Incm$93,307DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$94,935NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$320,331GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$94,935CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$211,681TotalRevAndExpnssAmt
Total Net Invst Incm$211,681TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$11,527LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$8,645LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,882LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,625AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$875AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$46,842OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$35,132OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$11,710OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$986TaxesRevAndExpnssAmt
Taxes Net Invst Incm$986TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,085OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$70OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$65,940TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$47,388TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,537TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$223,960ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$223,960ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$289,900TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$47,388TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$239,497TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$78,219ExcessRevenueOverExpensesAmt
Net Investment Income$164,293NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$25,500CashBOYAmt
Cash EOY$500CashEOYAmt
Cash EOYFMV$500CashEOYFMVAmt
Sav And Temp Cash Invst BOY$288,934SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$436,988SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$436,988SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,448,649CorporateStockBOYAmt
Corporate Stock EOY$1,322,370CorporateStockEOYAmt
Corporate Stock EOYFMV$5,242,983CorporateStockEOYFMVAmt
Corporate Bonds BOY$633,787CorporateBondsBOYAmt
Corporate Bonds EOY$558,793CorporateBondsEOYAmt
Corporate Bonds EOYFMV$589,011CorporateBondsEOYFMVAmt
Other Assets BOY$159,000OtherAssetsBOYAmt
Other Assets EOY$159,000OtherAssetsEOYAmt
Other Assets EOYFMV$159,000OtherAssetsEOYFMVAmt
Total Assets BOY$2,555,870TotalAssetsBOYAmt
Total Assets EOY$2,477,651TotalAssetsEOYAmt
Total Assets EOYFMV$6,428,482TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,555,870RetainedEarningBOYAmt
Retained Earning EOY$2,477,651RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,555,870TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,477,651TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,555,870TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,477,651TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,555,870TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$78,219ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,477,651SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,477,651TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyNUTTER MCCLENNEN & FISH LLPPropertyDesc
Sold2024-12-31SoldDt
Gross Sales Price$320,331GrossSalesPriceAmt
Cost Or Other Basis$225,396CostOrOtherBasisAmt
Gain Or Loss$94,935GainOrLossAmt
Gains Minus Excess Or Losses$94,935GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$94,935CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,284InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,284SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,284TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,469EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,469TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,185OverpaymentAmt
Applied To ES Tax$3,185AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
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 BooksNUTTER MCCLENNEN FISH LLPIndividualWithBooksNm
Phone6174392372PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1SEAPORT WEST 155 SEAPORT BLVDAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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

FieldValueIRS element (for citing)
PersonTHOMAS P JALKUTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O NUTTER MCCLENNEN FISH LLP 155AddressLine1Txt
Address Line2SEAPORT BLVDAddressLine2Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos3.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NUTTER MCCLENNEN & FISH LLPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1155 SEAPORT BLVDAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Service TypeLEGAL & TRUSTEES FEESServiceTypeTxt
Compensation$57,509CompensationAmt
FieldValueIRS element (for citing)
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$5,685,292AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$483,414AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,168,706TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,168,706AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$92,531CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,076,175NetVlNoncharitableAssetsAmt
Minimum Investment Return$303,809MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$303,809MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,284TaxBasedOnInvestmentIncomeAmt
Total Tax$2,284TotalTaxAmt
Distributable Before Adj$301,525DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$301,525DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$301,525DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$239,497ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$239,497QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$301,525DistributableAsAdjustedAmt
Undistributed Income PY$206,788UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$239,497QualifyingDistributionsAmt
Applied To Year1$206,788AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$32,709AppliedToCurrentYearAmt
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$268,816UndistributedIncomeCYAmt
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)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
2LIFE COMMUNITIES
30 WALLINGFORD ROADBRIGHTONMA02135NONENCTO PROVIDE HOUSING ASSISTANCE FOR LOW-INCOME SENIORS$25,000
HEARTH INC
1640 WASHINGTON STREETBOSTONMA02118NONENCHOUSING ASSISTANCE FOR LOW INCOME SENIORS$25,000
JAMES E LARKIN INC
PO BOX 320713WEST ROXBURYMA02132NONENCPROVIDE MOVING ASSISTANCE FOR ELDERLY HOUSEHOLDS$400
MILTON FULLER HOUSING CORP
600 CANTON AVENUEMILTONMA02186NONE501(C)(3) PUBLIC CHAPROVIDE HOUSING AND RELATED SERVICES TO INDIGENT ELDERLY$23,560
PINE STREET INN
444 HARRISON AVENUEBOSTONMA02118NONENCHOUSING PROGRAMS FOR LOW INCOME SENIORS$50,000
ROGERSON COMMUNITIES
ONE FLORENCE STREETBOSTONMA02131NONENCHOUSING ASSISTANCE TO LOW INCOME HOUSEHOLDS$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$223,960TotalGrantOrContriPdDurYrAmt
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$23,439ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$93,307ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$94,935ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$211,681ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$211,681TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3THE INVESTMENTS PROVIDE THE
4MEANS FOR THE TRUST TO
8PERFORM ITS EXEMPT FUNCTION

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 PREPCategoryTxt
Amt$3,500Amt
Net Investment Income$2,625NetInvestmentIncomeAmt
Disbursements Charitable Prps$875DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondNUTTER_ A/C# 0552574 BONDSBondNm
EOY Book Value$558,793EOYBookValueAmt
EOYFMV$589,011EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockNUTTER_ A/C# 0552574 EQUITYStockNm
EOY Book Value$1,322,370EOYBookValueAmt
EOYFMV$5,242,983EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LEGAL FEES$10,667$8,000$2,667
INSURANCE (CORP SURETY BOND)$860$645$215

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescFULLER HOUSING CORP (FOSTER RESIDENCY RIGHTS)Desc
BOY Book Value$159,000BOYBookValueAmt
EOY Book Value$159,000EOYBookValueAmt
EOYFMV$159,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES FOR ACCOUNTING & SUCESSOR TRUSTEE PETITION$3,015$0$0
MA FORM PC FILING FEE$70$0$70

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRUSTEES FEESCategoryTxt
Amt$46,842Amt
Net Investment Income$35,132NetInvestmentIncomeAmt
Disbursements Charitable Prps$11,710DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$986Amt
Net Investment Income$986NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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