FULLER TRUST INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FULLER TRUST INC (EIN 04-2104243)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-23
- IRS object ID
- 201412049349100106
- Schema version
- 2013v3.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-23T10:05:53-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043000523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR & DREW PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 CHURCH STREET | AddressLine1 |
| City | WINCHESTER | City |
| State | MA | State |
| ZIP Code | 01890 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULLER TRUST INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FULL | BusinessNameControlTxt |
| Phone | 6177207100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JAMES J MCCUSKER 76 CANAL | AddressLine1 |
| Address Line2 | STREET | AddressLine2 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02114 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES MCCUSKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6177207100 | PhoneNum |
| Signature | 2014-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J FOUGERE | PreparerPersonNm |
| PTIN | P00025931 | PTIN |
| Phone | 7817294949 | PhoneNum |
| Preparation | 2014-07-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,637,948 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $12,478 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,478 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $12,478 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $55,603 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,603 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $55,603 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,668 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $227,064 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,949 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $66,362 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,081 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $68,081 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,481 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,568 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,709 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,709 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $20,709 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $453 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $453 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $453 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,115 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $860 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,176 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,162 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $21,162 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $860 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,080 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,080 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,256 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,162 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $21,162 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,940 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$104,894 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,919 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $46,919 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,376 | CashBOYAmt |
| Cash EOY | $7,703 | CashEOYAmt |
| Cash EOYFMV | $7,703 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $125,653 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $84,144 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $84,144 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $181,459 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $130,783 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $134,809 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,102,742 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,082,095 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,855,989 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $482,134 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $429,802 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $482,607 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $298,943 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $357,886 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $471,706 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,600,990 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,600,990 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,600,990 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,798,297 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,693,403 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,637,948 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,798,297 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,693,403 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,798,297 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,693,403 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,798,297 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,693,403 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,798,297 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$104,894 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,693,403 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,693,403 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| EXPRESS SCRIPTS | P | $8,229 | $7,063 | $1,166 | $1,166 |
| INTEL | P | $11,875 | $11,119 | $756 | $756 |
| SYSCO | P | $17,175 | $15,495 | $1,680 | $1,680 |
| VANGUARD GNMA | P | $25,000 | $26,534 | -$1,534 | -$1,534 |
| VANGUARD GNMA | P | $178 | $185 | -$7 | -$7 |
| VANGUARD GNMA | P | $226 | $235 | -$9 | -$9 |
| VANGUARD GNMA | P | $9 | $9 | $0 | $0 |
| VANGUARD GNMA | P | $35 | $36 | -$1 | -$1 |
| CISCO | P | $14,344 | $16,201 | -$1,857 | -$1,857 |
| CISCO | P | $12,878 | $16,876 | -$3,998 | -$3,998 |
| CISCO | P | $14,658 | $14,076 | $582 | $582 |
| FREDDIE MAC | P | $50,000 | $50,677 | -$677 | -$677 |
| VANGUARD GNMA | P | $22,215 | $23,466 | -$1,251 | -$1,251 |
| VANGUARD SHORT TERM | P | $50,000 | $50,760 | -$760 | -$760 |
| CAPITAL GAINS DIVIDENDS | P | $242 | $242 | $242 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,668 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,551 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1972-01-24 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,000 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $2,000 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES J MCCUSKER | IndividualWithBooksNm |
| Phone | 6177207100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 CANAL STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JAMES J MCCUSKER | |||||||||
| C/O LAW OFFICES OF JAMES J MCCUSKER | 76 CANAL STREET | BOSTON | MA | 02114 | CO-TRUSTEE | 3.00 | $10,481 | $0 | $0 |
| JAMES R DEGIACOMO | |||||||||
| C/O LAW OFFICES OF JAMES J MCCUSKER | 76 CANAL STREET | BOSTON | MA | 02114 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO PROVIDE LIVING ACCOMMODATIONS FOR THE INDIGENT ELDERLY | Description1Txt |
| Expenses1 | $121,080 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,735,498 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,939 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,847,437 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,847,437 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,712 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,804,725 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $140,236 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,940 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $121,940 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $121,940 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1972-01-24 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $46,919 | CurrentYearAmt |
| Year1 | $47,879 | Year1Amt |
| Year2 | $45,187 | Year2Amt |
| Year3 | $57,528 | Year3Amt |
| Total | $197,513 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $39,881 | CurrentYearAmt |
| Year1 | $40,697 | Year1Amt |
| Year2 | $38,409 | Year2Amt |
| Year3 | $48,899 | Year3Amt |
| Total | $167,886 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $121,940 | CurrentYearAmt |
| Year1 | $126,352 | Year1Amt |
| Year2 | $112,698 | Year2Amt |
| Year3 | $123,377 | Year3Amt |
| Total | $484,367 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $938 | CurrentYearAmt |
| Year1 | $900 | Year1Amt |
| Year2 | $1,285 | Year2Amt |
| Year3 | $2,583 | Year3Amt |
| Total | $5,706 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $121,002 | CurrentYearAmt |
| Year1 | $125,452 | Year1Amt |
| Year2 | $111,413 | Year2Amt |
| Year3 | $120,794 | Year3Amt |
| Total | $478,661 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,637,948 | CurrentYearAmt |
| Year1 | $4,258,904 | Year1Amt |
| Year2 | $4,147,800 | Year2Amt |
| Year3 | $4,268,712 | Year3Amt |
| Total | $17,313,364 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,565,800 | CurrentYearAmt |
| Year1 | $1,565,800 | Year1Amt |
| Year2 | $1,565,800 | Year2Amt |
| Year3 | $1,565,800 | Year3Amt |
| Total | $6,263,200 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $93,491 | CurrentYearAmt |
| Year1 | $73,304 | Year1Amt |
| Year2 | $85,998 | Year2Amt |
| Year3 | $82,869 | Year3Amt |
| Total | $335,662 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $62,413 | CurrentYearAmt |
| Year1 | $88,700 | Year1Amt |
| Year2 | $65,943 | Year2Amt |
| Year3 | $180,337 | Year3Amt |
| Total | $397,393 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MILTON FULLER HOUSING CORP | ||||||
| 600 CANTON AVENUE | MILTON | MA | 02186 | 501(C)(3) PUBLIC CHA | PROVIDE HOUSING AND RELATED SERVICES TO INDIGENT ELD | $121,002 |
| MILTON RESIDENCES FOR THE ELDERLY INC | ||||||
| 600 CANTON AVENUE | MILTON | MA | 02186 | 501(C)(3) PUBLIC CHA | PROVIDE HOUSING AND RELATED SERVICES TO INDIGENT ELD | $78 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,080 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,478 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $55,603 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$5,668 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL REFUND 2012 | Desc |
| Related Or Exempt Function Incm | $3,949 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $66,362 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,362 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3,4, | THE INVESTMENTS PROVIDE THE MEANS FOR THE TRUST |
| 8 | TO PERFORM ITS EXEMPT FUNCTION |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY | $54,815 | $53,134 |
| BOTTLING GROUP | $24,982 | $27,541 |
| SHELL INTL FINANCE | $50,856 | $54,812 |
| ISHARES IBOXX | $199,849 | $252,127 |
| IBM CORPORATE NOTES | $50,017 | $48,715 |
| PEPSICO INC NOTES | $49,283 | $46,278 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $21,321 | $30,664 |
| AMERICAN EXPRESS | $43,037 | $90,730 |
| AMERISOURCE BERGEN | $8,187 | $26,718 |
| APPLE | $53,439 | $84,153 |
| CAREFUSION | $7,127 | $13,340 |
| CHEVRON | $35,980 | $62,455 |
| CLOROX | $16,140 | $25,509 |
| DANAHER | $21,275 | $38,600 |
| EMC CORP | $38,765 | $50,300 |
| EMERSON ELECTRIC | $41,728 | $56,144 |
| EXXON MOBIL | $34,425 | $50,600 |
| FEDEX | $46,030 | $71,885 |
| GENERAL ELECTRIC | $54,876 | $89,696 |
| GILEAD SCIENCES | $19,448 | $66,088 |
| GOOGLE INC | $79,160 | $168,107 |
| IBM | $24,873 | $57,209 |
| JOHNSON & JOHNSON | $19,347 | $27,477 |
| KRAFT FOODS | $18,824 | $26,955 |
| MCDONALDS | $21,354 | $29,109 |
| MEDTRONIC INC | $44,210 | $57,390 |
| MICROSOFT | $36,898 | $56,115 |
| MONDELEZ INTL | $15,622 | $28,240 |
| PEPSICO | $8,885 | $24,882 |
| PFIZER INC | $14,791 | $27,567 |
| PROCTER & GAMBLE | $38,423 | $81,410 |
| QUALCOMM | $10,600 | $20,419 |
| STARBUCKS | $8,835 | $32,532 |
| STATE STREET | $47,227 | $73,390 |
| 3M CO | $27,680 | $42,075 |
| UNITED TECHNOLOGIES | $41,285 | $68,280 |
| VERIZON | $14,852 | $24,816 |
| WAL-MART | $27,085 | $39,345 |
| WALGREEN CO | $25,179 | $40,208 |
| WELLS FARGO | $20,090 | $45,400 |
| ROYAL DUTCH SHELL | $42,859 | $49,889 |
| SCHLUMBERGER | $29,119 | $36,044 |
| ABBVIE | $23,119 | $42,248 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $130,783 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $134,809 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $357,886 | BookValueAmt |
| EOYFMV | $471,706 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $11,568 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 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 | $1,565,800 | $1,565,800 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOND FEES | $860 | $0 | $0 | $860 |
| INSURANCE | $1,310 | $0 | $0 | $0 |
| OTHER | $945 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL REFUND 2012 | Desc |
| Revenue And Expenses Per Books | $3,949 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $3,949 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $20,709 | Amt |
| Net Investment Income | $20,709 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,709 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN | $418 | $418 | $418 | $0 |
| MASS | $35 | $35 | $35 | $0 |
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