FULLER TRUST INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
FULLER TRUST INC (EIN 04-2104243)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201831349349103278
Schema version
2017v2.2
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)
Return2018-05-14T14:43:19-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043000523PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1O'CONNOR & DREW PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line127 CHURCH STREETAddressLine1Txt
CityWINCHESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01890ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

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
Phone6177207100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1155 SEAPORT BLVDAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES MCCUSKERPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone6177207100PhoneNum
Signature2018-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY J CARUSOPreparerPersonNm
PTINP01306603PTIN
Phone7817294949PhoneNum
Preparation2018-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,838,083FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$21,305InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21,305InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$21,305InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$69,522DividendsRevAndExpnssAmt
Dividends Net Invst Incm$69,522DividendsNetInvstIncmAmt
Dividends Adj Net Incm$69,522DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss$824GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$824GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$824GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$824NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$26,529NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$152,837GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$26,529CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$118,180TotalRevAndExpnssAmt
Total Net Invst Incm$118,180TotalNetInvstIncmAmt
Total Adj Net Incm$91,651TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$27,308CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$26,063LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,472AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$30,142OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$30,142OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$30,142OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$840TaxesRevAndExpnssAmt
Taxes Net Invst Incm$805TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,664OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$92,489TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,947TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$30,142TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$132,082ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$132,082ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$224,571TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,947TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$30,142TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$132,082TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$106,391ExcessRevenueOverExpensesAmt
Net Investment Income$87,233NetInvestmentIncomeAmt
Adjusted Net Income$61,509AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,399CashBOYAmt
Sav And Temp Cash Invst BOY$89,709SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$25,383SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$25,383SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$80,571USGovernmentObligationsBOYAmt
US Government Obligations EOY$80,571USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$77,520USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,206,616CorporateStockBOYAmt
Corporate Stock EOY$1,117,769CorporateStockEOYAmt
Corporate Stock EOYFMV$2,208,289CorporateStockEOYFMVAmt
Corporate Bonds BOY$573,612CorporateBondsBOYAmt
Corporate Bonds EOY$780,496CorporateBondsEOYAmt
Corporate Bonds EOYFMV$850,794CorporateBondsEOYFMVAmt
Other Investments BOY$594,587OtherInvestmentsBOYAmt
Other Investments EOY$438,884OtherInvestmentsEOYAmt
Other Investments EOYFMV$724,907OtherInvestmentsEOYFMVAmt
Other Assets BOY$951,190OtherAssetsBOYAmt
Other Assets EOY$951,190OtherAssetsEOYAmt
Other Assets EOYFMV$951,190OtherAssetsEOYFMVAmt
Total Assets BOY$3,500,684TotalAssetsBOYAmt
Total Assets EOY$3,394,293TotalAssetsEOYAmt
Total Assets EOYFMV$4,838,083TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,500,684RetainedEarningBOYAmt
Retained Earning EOY$3,394,293RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,500,684TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,394,293TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,500,684TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,394,293TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,500,684TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$106,391ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,394,293SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,394,293TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
NUTTER,MCCLENNEN & FISH-DETAILS AVAIL UPON REQUEST2016-01-012017-12-31$112,327$111,093$1,234$1,234
NUTTER,MCCLENNEN & FISH-DETAILS AVAIL UPON REQUEST2016-01-012017-12-31$38,950$15,215$23,735$23,735
CAPITAL GAINS DIVIDENDS$1,560$1,560$1,560P
FieldValueIRS element (for citing)
Capital Gain Net Income$26,529CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (1)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Exempt Operating FoundationsYes (X)ExemptOperatingFoundationsInd
Ruling Letter1972-01-24RulingLetterDt
Not ApplicableN/ANotApplicableCd
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

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 FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHOMAS P JALKUTIndividualWithBooksNm
Phone6177207100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1155 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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS P JALKUT
C/O NUTTER MCLENNEN FISH LLP 155SEAPORT BLVDBOSTONMA02210CO-TRUSTEE3.00$7,308$0$0
JAMES R DEGIACOMO
C/O LAW OFFICES OF JAMES J MCCUSKER76 CANAL STREETBOSTONMA02114CO-TRUSTEE1.00$20,000$0$0
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 & FISHBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 51400AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02205ZIPCd
FieldValueIRS element (for citing)
Service TypeLEGALServiceTypeTxt
Compensation$56,205CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1TO PROVIDE LIVING ACCOMMODATIONS FOR THE INDIGENT ELDERLYDescription1Txt
Expenses1$132,082Expenses1Amt

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$3,679,216AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$59,746AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,738,962TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,738,962AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$56,084CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,682,878NetVlNoncharitableAssetsAmt
Minimum Investment Return$184,144MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$132,082ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$132,082QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$132,082AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling1972-01-24PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$61,509CurrentYearAmt
Year1$57,555Year1Amt
Year2$169,047Year2Amt
Year3$46,810Year3Amt
Total$334,921TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$52,283CurrentYearAmt
Year1$48,922Year1Amt
Year2$143,690Year2Amt
Year3$39,789Year3Amt
Total$284,683TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$132,082CurrentYearAmt
Year1$95,558Year1Amt
Year2$98,193Year2Amt
Year3$131,292Year3Amt
Total$457,125TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$860Year3Amt
Total$860TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$132,082CurrentYearAmt
Year1$95,558Year1Amt
Year2$98,193Year2Amt
Year3$130,432Year3Amt
Total$456,265TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$3,394,293CurrentYearAmt
Year1$4,510,026Year1Amt
Year2$4,491,816Year2Amt
Year3$4,680,456Year3Amt
Total$17,076,591TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$916,000CurrentYearAmt
Year1$916,000Year1Amt
Year2$916,000Year2Amt
Year3$1,565,800Year3Amt
Total$4,313,800TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$122,763CurrentYearAmt
Year1$114,831Year1Amt
Year2$112,698Year2Amt
Year3$99,805Year3Amt
Total$450,097TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Year3$0Year3Amt
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Year3$0Year3Amt
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Year3$0Year3Amt
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Current Year$118,180CurrentYearAmt
Year1$155,916Year1Amt
Year2$170,084Year2Amt
Year3$130,635Year3Amt
Total$574,815TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MILTON FULLER HOUSING CORP
600 CANTON AVENUEMILTONMA02186501(C)(3) PUBLIC CHAPROVIDE HOUSING AND RELATED SERVICES TO INDIGENT ELDERLY$57,082
ROGERSON COMMUNITIES
1 FLORENCE STREETROSLINDALEMA02131501(C)(3) PUBLIC CHAPROVIDE HOUSING AND RELATED SERVICES TO INDIGENT ELDERLY$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$132,082TotalGrantOrContriPdDurYrAmt
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$21,305ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$69,522ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$824RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$26,529ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$117,356ExclusionAmt
Related Or Exempt Function Incm$824RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$118,180TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3THE INVESTMENTS PROVIDE THE MEANS FOR THE TRUST
4TO PERFORM ITS EXEMPT FUNCTION
5THE INVESTMENTS PROVIDE THE MEANS FOR THE TRUST
8TO PERFORM 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)
CategoryACCOUNTINGCategoryTxt
Amt$5,472Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AT&T INC$74,921$73,736
APPLE$49,718$51,009
BERKSHIRE HATHAWAY$54,815$52,874
CHEVRON$51,216$51,446
IBM CORPORATE NOTES$50,009$51,756
JP MORGAN$50,205$49,973
MICROSOFT$50,012$48,218
ORACLE CORP NOTES$49,425$50,079
PEPSICO INC NOTES$49,283$50,455
SHELL INTL FINANCE$50,856$52,284
VERIZON INC NOTES$50,188$50,559
ISHARES COHEN$199,848$268,405

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABS$21,319$45,656
ABBVIE$23,119$77,368
ALPHABET INC - CLASS C$23,137$94,176
ALPHABET INC - CLASS A$25,871$105,340
AMERICAN EXPRESS$32,605$49,655
AMERISOURCE BERGEN$8,187$34,892
APPLE$44,294$152,307
CHEVRON$35,980$62,595
CISCO$26,429$38,300
DANAHER$16,049$46,410
DISNEY, WALT CO$48,197$53,755
EXXON MOBIL$34,425$41,820
FEDEX$46,030$124,770
FISERV, INC$17,494$26,226
FORTIVE CORP$5,226$18,088
GENERAL ELECTRIC$51,066$52,350
GILEAD SCIENCES$19,448$63,043
JP MORGAN$57,364$106,940
JOHNSON & JOHNSON$19,347$41,916
MICROSOFT$33,592$119,756
MONDELEZ INTL$15,623$34,240
PFIZER INC$14,791$32,598
PROCTER & GAMBLE$38,424$91,880
STARBUCKS$7,451$40,201
3M CO$27,680$70,611
UNITED TECHNOLOGIES$41,286$76,542
VERIZON$65,925$79,395
VISA, INC$77,037$114,020
WAL-MART$50,987$74,063
WALGREEN CO$17,985$36,310
WELLS FARGO$9,272$30,335
ROYAL DUTCH SHELL$57,880$66,710
SCHLUMBERGER$27,299$25,271
MEDTRONIC INC$76,950$80,750

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$80,571USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$77,520USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHERCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$438,884BookValueAmt
EOYFMV$724,907EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$26,063LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DUE FROM FRIENDS OF MRE$5,000$5,000$5,000
FURNITURE AND EQUIPMENT$30,190$30,190$30,190
FULLER HOUSING CORPORATION$916,000$916,000$916,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$2,664RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$30,142Amt
Net Investment Income$30,142NetInvestmentIncomeAmt
Adjusted Net Income$30,142AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN$805$805$0$0
MASS$35$0$0$0

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