FULLER TRUST INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
FULLER TRUST INC (EIN 04-2104243)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-14
IRS object ID
201722269349100607
Schema version
2016v3.0
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)
Return2017-08-14T09:40:26-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-07-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY J CARUSOPreparerPersonNm
PTINP01306603PTIN
Phone7817294949PhoneNum
Preparation2017-07-28PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.7.66.186IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-07-28IPDt
IP Tm11:55:23IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id52E9C8E969CCB75FA7B63DDE70BE399078D49831AtSubmissionCreationDeviceId
At Submission Filing Device Id3F01A5F769D1E721A46709932E41A3CEA6F969A5AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,542,219FMVAssetsEOYAmt
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$19,610InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$19,610InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$19,610InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$66,014DividendsRevAndExpnssAmt
Dividends Net Invst Incm$66,014DividendsNetInvstIncmAmt
Dividends Adj Net Incm$66,014DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss$730GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$730GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$730GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$730NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$69,562NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$395,745GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$69,562CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$254NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$155,916TotalRevAndExpnssAmt
Total Net Invst Incm$155,916TotalNetInvstIncmAmt
Total Adj Net Incm$86,608TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$40,000CompOfcrDirTrstRevAndExpnssAmt
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$28,445LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$29,053OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$29,053OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$29,053OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$579TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$158OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$102,435TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$29,053TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$29,053TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$95,558ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$95,558ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$197,993TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$29,053TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$29,053TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$95,558TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$42,077ExcessRevenueOverExpensesAmt
Net Investment Income$126,863NetInvestmentIncomeAmt
Adjusted Net Income$57,555AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,195CashBOYAmt
Cash EOY$4,399CashEOYAmt
Cash EOYFMV$4,399CashEOYFMVAmt
Sav And Temp Cash Invst BOY$416,094SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$89,709SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$89,709SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$105,811USGovernmentObligationsBOYAmt
US Government Obligations EOY$80,571USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$79,725USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,083,957CorporateStockBOYAmt
Corporate Stock EOY$1,206,616CorporateStockEOYAmt
Corporate Stock EOYFMV$1,991,884CorporateStockEOYFMVAmt
Corporate Bonds BOY$628,462CorporateBondsBOYAmt
Corporate Bonds EOY$573,612CorporateBondsEOYAmt
Corporate Bonds EOYFMV$587,075CorporateBondsEOYFMVAmt
Other Investments BOY$352,052OtherInvestmentsBOYAmt
Other Investments EOY$594,587OtherInvestmentsEOYAmt
Other Investments EOYFMV$838,237OtherInvestmentsEOYFMVAmt
Other Assets BOY$951,190OtherAssetsBOYAmt
Other Assets EOY$951,190OtherAssetsEOYAmt
Other Assets EOYFMV$951,190OtherAssetsEOYFMVAmt
Total Assets BOY$3,542,761TotalAssetsBOYAmt
Total Assets EOY$3,500,684TotalAssetsEOYAmt
Total Assets EOYFMV$4,542,219TotalAssetsEOYFMVAmt
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$3,542,761RetainedEarningBOYAmt
Retained Earning EOY$3,500,684RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,542,761TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,500,684TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,542,761TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,500,684TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,542,761TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$42,077ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,500,684SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,500,684TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
NUTTER,MCCLENNEN & FISH-DETAILS AVAIL UPON REQUEST$31,379$25,468$5,911$5,911
NUTTER,MCCLENNEN & FISH-DETAILS AVAIL UPON REQUEST$359,782$296,698$63,084$63,084
NUTTER,MCCLENNEN & FISH-DETAILS AVAIL UPON REQUEST$4,271$4,017$254$254
CAPITAL GAINS DIVIDENDS$313$313$313P
FieldValueIRS element (for citing)
Capital Gain Net Income$69,562CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$254NetShortTermCapitalGainLossAmt

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
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
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$20,000$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$28,445CompensationAmt
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$95,558Expenses1Amt

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$3,226,552AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$270,856AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,497,408TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,497,408AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$52,461CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,444,947NetVlNoncharitableAssetsAmt
Minimum Investment Return$172,247MinimumInvestmentReturnAmt

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$95,558ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$95,558QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$95,558AdjustedQualifyingDistriAmt

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$57,555CurrentYearAmt
Year1$169,047Year1Amt
Year2$46,810Year2Amt
Year3$46,919Year3Amt
Total$320,331TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$48,922CurrentYearAmt
Year1$143,690Year1Amt
Year2$39,789Year2Amt
Year3$39,881Year3Amt
Total$272,281TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$95,558CurrentYearAmt
Year1$98,193Year1Amt
Year2$131,292Year2Amt
Year3$121,940Year3Amt
Total$446,983TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$860Year2Amt
Year3$938Year3Amt
Total$1,798TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$95,558CurrentYearAmt
Year1$98,193Year1Amt
Year2$130,432Year2Amt
Year3$121,002Year3Amt
Total$445,185TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$4,510,026CurrentYearAmt
Year1$4,491,816Year1Amt
Year2$4,680,456Year2Amt
Year3$4,637,948Year3Amt
Total$18,320,246TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$916,000CurrentYearAmt
Year1$916,000Year1Amt
Year2$1,565,800Year2Amt
Year3$1,565,800Year3Amt
Total$4,963,600TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$114,831CurrentYearAmt
Year1$112,698Year1Amt
Year2$99,805Year2Amt
Year3$93,491Year3Amt
Total$420,825TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Current Year$155,916CurrentYearAmt
Year1$170,084Year1Amt
Year2$130,635Year2Amt
Year3$62,413Year3Amt
Total$519,048TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1MILTON FULLER HOUSING CORPBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1600 CANTON AVENUEAddressLine1Txt
CityMILTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02186ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation Status501(C)(3) PUBLIC CHARecipientFoundationStatusTxt
Grant Or Contribution PurposePROVIDE HOUSING AND RELATED SERVICES TO INDIGENT ELDGrantOrContributionPurposeTxt
Amt$95,558Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$95,558TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$19,610RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$66,014RelatedOrExemptFunctionIncmAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$730RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$69,562RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$155,916RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$155,916TotalIncomeProducingActyAmt

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$4,200Amt
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$72,287
APPLE$49,748$50,208
BERKSHIRE HATHAWAY$54,815$53,887
BOTTLING GROUP$0$0
IBM CORPORATE NOTES$50,011$51,359
ORACLE CORP NOTES$49,425$49,653
PEPSICO INC NOTES$49,283$49,946
SHELL INTL FINANCE$50,856$53,413
VERIZON INC NOTES$50,188$50,365
ISHARES COHEN$44,146$59,784
JP MORGAN$50,206$48,938
MICROSOFT$50,013$47,235

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABS$21,319$30,728
ABBVIE$23,119$50,096
ALPHABET INC - CLASS C$25,868$77,182
ALPHABET INC - CLASS A$25,871$79,245
AMERICAN EXPRESS$32,605$37,040
AMERISOURCE BERGEN$8,187$29,712
APPLE$53,439$121,611
CHEVRON$35,980$58,850
DANAHER$16,049$38,920
DISNEY, WALT CO$48,197$52,110
EMC CORP$0$0
EMERSON ELECTRIC$0$0
EXXON MOBIL$34,425$45,130
FEDEX$46,030$93,100
FISERV, INC$17,494$21,256
GENERAL ELECTRIC$54,876$101,120
GILEAD SCIENCES$19,448$63,017
IBM$0$0
JOHNSON & JOHNSON$19,347$34,563
KRAFT FOODS$0$0
MEDTRONIC INC$76,950$71,230
MICROSOFT$36,898$93,210
MONDELEZ INTL$15,623$35,464
PEPSICO$0$0
PFIZER INC$14,791$29,232
PROCTER & GAMBLE$38,424$84,080
STARBUCKS$8,835$46,082
STATE STREET$0$0
3M CO$27,680$53,571
UNITED TECHNOLOGIES$41,286$65,772
VERIZON$65,925$80,070
VISA, INC$77,037$78,020
WAL-MART$13,527$17,280
WALGREEN CO$17,985$41,380
WELLS FARGO$20,090$55,110
ROYAL DUTCH SHELL$57,880$54,380
SCHLUMBERGER$73,842$83,950
CVS$48,570$39,455
JP MORGAN$57,364$86,290
FORTIVE CORP$5,226$13,408
CISCO$26,429$30,220

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$80,571USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$79,725USGovtObligationsEOYFMVAmt
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$594,587BookValueAmt
EOYFMV$838,237EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$28,445LegalFeesAmt
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$158RevenueAndExpensesPerBooksAmt
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$29,053Amt
Net Investment Income$29,053NetInvestmentIncomeAmt
Adjusted Net Income$29,053AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN$544$0$0$0
MASS$35$0$0$0

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