FULLER TRUST INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
FULLER TRUST INC (EIN 04-2104243)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-15
IRS object ID
201602309349100105
Schema version
2015v2.1
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)
Return2016-08-15T00:00:00-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042104243EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FULLER TRUST INCBusinessNameLine1Txt
Business Name Line2C/O JAMES J MCCUSKERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFULLBusinessNameControlTxt
Phone6177207100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line176 CANAL STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02114ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES MCCUSKERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6177207100PhoneNum
Signature2016-08-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY J CARUSOPreparerPersonNm
PTINP01306603PTIN
Phone7817294949PhoneNum
Preparation2016-08-09PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,491,816FMVAssetsEOYAmt
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$23,984InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$23,984InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$23,984InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$61,405DividendsRevAndExpnssAmt
Dividends Net Invst Incm$61,405DividendsNetInvstIncmAmt
Dividends Adj Net Incm$61,405DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$84,695NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$228,928GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$84,695CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Incm Modifications Adj Net Incm$649,800IncmModificationsAdjNetIncmAmt
Total Rev And Expnss$170,084TotalRevAndExpnssAmt
Total Net Invst Incm$170,084TotalNetInvstIncmAmt
Total Adj Net Incm$735,189TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$4,830CompOfcrDirTrstRevAndExpnssAmt
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$91,555LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$27,586OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$27,586OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$27,586OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$646TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$750OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$129,067TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,586TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$27,586TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$98,193ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$98,193ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$227,260TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,586TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$27,586TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$98,193TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$57,176ExcessRevenueOverExpensesAmt
Net Investment Income$142,498NetInvestmentIncomeAmt
Adjusted Net Income$707,603AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,975CashBOYAmt
Cash EOY$5,195CashEOYAmt
Cash EOYFMV$5,195CashEOYFMVAmt
Sav And Temp Cash Invst BOY$61,313SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$416,094SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$416,094SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$105,811USGovernmentObligationsBOYAmt
US Government Obligations EOY$105,811USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$106,498USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,018,219CorporateStockBOYAmt
Corporate Stock EOY$1,083,957CorporateStockEOYAmt
Corporate Stock EOYFMV$1,866,524CorporateStockEOYFMVAmt
Corporate Bonds BOY$429,802CorporateBondsBOYAmt
Corporate Bonds EOY$628,462CorporateBondsEOYAmt
Corporate Bonds EOYFMV$683,419CorporateBondsEOYFMVAmt
Other Investments BOY$377,827OtherInvestmentsBOYAmt
Other Investments EOY$352,052OtherInvestmentsEOYAmt
Other Investments EOYFMV$462,896OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,600,990OtherAssetsBOYAmt
Other Assets EOY$951,190OtherAssetsEOYAmt
Other Assets EOYFMV$951,190OtherAssetsEOYFMVAmt
Total Assets BOY$3,599,937TotalAssetsBOYAmt
Total Assets EOY$3,542,761TotalAssetsEOYAmt
Total Assets EOYFMV$4,491,816TotalAssetsEOYFMVAmt
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$3,599,937RetainedEarningBOYAmt
Retained Earning EOY$3,542,761RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,599,937TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,542,761TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,599,937TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,542,761TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,599,937TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$57,176ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,542,761SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,542,761TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD SHORT TERM BOND INDEX FUNDP$77$78-$1-$1
VANGUARD SHORT TERM BOND INDEX FUNDP$486$492-$6-$6
BECTON, DICKINSON & COP$3,965$7,127-$3,162-$3,162
CAREFUSION CASH MERGERP$16,415$16,415$16,415
GOOGLE, INCP$143$70$73$73
MCDONALD'S CORPP$34,371$21,354$13,017$13,017
MEDTRONIC INCP$76,950$44,210$32,740$32,740
VANGUARD SHORT TERM BOND INDEX FUNDP$49,127$50,150-$1,023-$1,023
WALGREENS BOOTS ALLIANCE, INCP$18,892$7,194$11,698$11,698
WAL-MART STORES, INCP$18,193$13,558$4,635$4,635
CAPITAL GAINS DIVIDENDSP$10,309$10,309$10,309
FieldValueIRS element (for citing)
Capital Gain Net Income$84,695CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$1NetShortTermCapitalGainLossAmt

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 BooksJAMES J MCCUSKERIndividualWithBooksNm
Phone6177207100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line176 CANAL STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02114ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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
JAMES J MCCUSKER
C/O LAW OFFICES OF JAMES J MCCUSKER76 CANAL STREETBOSTONMA02114CO-TRUSTEE3.00$0$0$0
JAMES R DEGIACOMO
C/O LAW OFFICES OF JAMES J MCCUSKER76 CANAL STREETBOSTONMA02114CO-TRUSTEE1.00$4,830$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$91,555CompensationAmt
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$98,193Expenses1Amt

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$3,080,486AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$351,939AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,432,425TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,432,425AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$51,486CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,380,939NetVlNoncharitableAssetsAmt
Minimum Investment Return$169,047MinimumInvestmentReturnAmt

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$98,193ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$98,193QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$98,193AdjustedQualifyingDistriAmt

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$169,047CurrentYearAmt
Year1$46,810Year1Amt
Year2$46,919Year2Amt
Year3$47,879Year3Amt
Total$310,655TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$143,690CurrentYearAmt
Year1$39,789Year1Amt
Year2$39,881Year2Amt
Year3$40,697Year3Amt
Total$264,057TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$98,193CurrentYearAmt
Year1$131,292Year1Amt
Year2$121,940Year2Amt
Year3$126,352Year3Amt
Total$477,777TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$860Year1Amt
Year2$938Year2Amt
Year3$900Year3Amt
Total$2,698TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$98,193CurrentYearAmt
Year1$130,432Year1Amt
Year2$121,002Year2Amt
Year3$125,452Year3Amt
Total$475,079TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$4,491,816CurrentYearAmt
Year1$4,680,456Year1Amt
Year2$4,637,948Year2Amt
Year3$4,258,904Year3Amt
Total$18,069,124TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$916,000CurrentYearAmt
Year1$1,565,800Year1Amt
Year2$1,565,800Year2Amt
Year3$1,565,800Year3Amt
Total$5,613,400TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$112,698CurrentYearAmt
Year1$99,805Year1Amt
Year2$93,491Year2Amt
Year3$73,304Year3Amt
Total$379,298TotalAmt

Total Support TotalSupportGrp

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

Public Support Type PublicSupportType

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

Largest Support From EO LargestSupportFromEOGrp

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

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Current Year$170,084CurrentYearAmt
Year1$130,635Year1Amt
Year2$62,413Year2Amt
Year3$88,700Year3Amt
Total$451,832TotalAmt

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$98,193Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$98,193TotalGrantOrContriPdDurYrAmt
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$23,984RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$61,405RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$84,695RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$170,084RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$170,084TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3,4,THE 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$3,700Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AT&T INC$49,275$48,054
APPLE$49,776$50,605
BERKSHIRE HATHAWAY$54,815$54,536
BOTTLING GROUP$24,982$25,281
IBM CORPORATE NOTES$50,013$50,772
ORACLE CORP NOTES$49,425$49,076
PEPSICO INC NOTES$49,283$49,800
SHELL INTL FINANCE$50,856$53,702
VERIZON INC NOTES$50,188$49,859
ISHARES IBOXX$199,849$251,734

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABS$21,319$35,928
ABBVIE$23,119$47,392
ALPHABET INC - CLASS C$25,868$75,888
ALPHABET INC - CLASS A$25,871$77,801
AMERICAN EXPRESS$33,253$55,640
AMERISOURCE BERGEN$8,187$39,410
APPLE$53,439$110,523
CAREFUSION$0$0
CHEVRON$35,980$44,980
DANAHER$21,275$46,440
DISNEY, WALT CO$19,496$21,016
EMC CORP$38,765$51,360
EMERSON ELECTRIC$41,728$38,264
EXXON MOBIL$34,425$38,975
FEDEX$46,030$74,495
FISERV, INC$17,494$18,292
GENERAL ELECTRIC$54,876$99,680
GILEAD SCIENCES$19,448$89,047
IBM$24,874$41,974
JOHNSON & JOHNSON$19,347$30,816
KRAFT FOODS$18,824$36,380
MEDTRONIC INC$76,950$76,920
MICROSOFT$36,898$83,220
MONDELEZ INTL$15,623$35,872
PEPSICO$8,885$29,976
PFIZER INC$14,791$29,052
PROCTER & GAMBLE$38,424$79,410
STARBUCKS$8,835$49,825
STATE STREET$47,227$66,360
3M CO$27,680$45,192
UNITED TECHNOLOGIES$41,286$57,642
VERIZON$14,852$23,341
VISA, INC$14,804$15,510
WAL-MART$13,527$15,325
WALGREEN CO$17,985$42,578
WELLS FARGO$20,090$54,360
ROYAL DUTCH SHELL$57,880$45,790
SCHLUMBERGER$44,602$41,850

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$105,811USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$106,498USGovtObligationsEOYFMVAmt
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$352,052BookValueAmt
EOYFMV$462,896EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$91,555LegalFeesAmt
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$1,565,800$916,000$916,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$750RevenueAndExpensesPerBooksAmt
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$27,586Amt
Net Investment Income$27,586NetInvestmentIncomeAmt
Adjusted Net Income$27,586AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN$611$0$0$0
MASS$35$0$0$0

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