FULLER TRUST INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FULLER TRUST INC (EIN 04-2104243)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-10
- IRS object ID
- 201322539349100152
- Schema version
- 2012v2.1
- 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
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-10T11:45:05-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043000523 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR & DREW PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104243 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULLER TRUST INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FULL | NameControl |
| Phone | 6177207100 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES MCCUSKER | Name |
| Title | PRESIDENT | Title |
| Phone | 6177207100 | Phone |
| Date Signed | 2013-09-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD J FOUGERE | Name |
| PTIN | P00025931 | PTIN |
| Phone | 7817294949 | Phone |
| Date Prepared | 2013-09-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4230763 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 14101 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 14101 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 14101 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 54155 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 54155 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 54155 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 20444 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 154476 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 20444 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 1 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 88700 | TotalRevenueAndExpenses |
| Total Net Investment Income | 88700 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 68257 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 11083 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 15518 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 6200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 19984 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 19984 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 19984 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 394 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 394 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 394 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3564 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 860 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 56743 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 20378 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 20378 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 860 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 125492 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 125492 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 182235 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 20378 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 20378 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 126352 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -93535 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 68322 | NetInvestmentIncome |
| Adjusted Net Income | 47879 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 16562 | CashBOY |
| Cash EOY | 6376 | CashEOY |
| Cash EOYFMV | 6376 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 288634 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 125653 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 125653 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 201949 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 181459 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 193320 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1125088 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1102742 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1405895 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 376597 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 482134 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 561527 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 282012 | InvestmentsOtherBOY |
| Investments Other EOY | 298943 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 337002 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 1600990 | OtherAssetsBOY |
| Other Assets EOY | 1600990 | OtherAssetsEOY |
| Other Assets EOYFMV | 1600990 | OtherAssetsEOYFMV |
| Total Assets BOY | 3891832 | TotalAssetsBOY |
| Total Assets EOY | 3798297 | TotalAssetsEOY |
| Total Assets EOYFMV | 4230763 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 3891832 | RetainedEarningsBOY |
| Retained Earnings EOY | 3798297 | RetainedEarningsEOY |
| Total Net Assets BOY | 3891832 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3798297 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3891832 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3798297 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3891832 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -93535 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3798297 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3798297 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| EXPRESS SCRIPTS HOLDING CO | P | 32 | 31 | 1 | 1 |
| D.E. MASTER BLENDERS | P | 10414 | 9818 | 596 | 596 |
| D.E. MASTER BLENDERS | P | 11534 | 10414 | 1120 | 1120 |
| FEDERAL NATIONAL MTG ASSN | P | 50000 | 50158 | -158 | -158 |
| HILLSHIRE BRANDS CO. | P | 5588 | 4922 | 666 | 666 |
| HOME DEPOT INC. | P | 30589 | 15978 | 14611 | 14611 |
| KRAFT FOODS GROUP INC. | P | 31 | 21 | 10 | 10 |
| MEDCO HEALTH SOLUTIONS INC | P | 11556 | 8174 | 3382 | 3382 |
| PG & E CORP | P | 9271 | 9582 | -311 | -311 |
| US TREASURY NOTES | P | 25000 | 24934 | 66 | 66 |
| CAPITAL GAINS DIVIDENDS | P | 461 | 461 | 461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 20444 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 1 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 1 | LiableFor4942Tax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | X | ExemptOperatingFoundations |
| Date Of Ruling Letter | 1972-01-24 | DateOfRulingLetter |
| Investment Income Excise Tax NA | N/A | InvestmentIncomeExciseTaxNA |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2000 | TotalCreditsAndPayments |
| Overpayment | 2000 | Overpayment |
| Amount Credited To Next Year | 2000 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 1 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JAMES J MCCUSKER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6177207100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|---|
| JAMES J MCCUSKER | |||||||||
| C/O LAW OFFICES OF JAMES J MCCUSKER | 76 CANAL STREET | BOSTON | MA | 02114 | CO-TRUSTEE | 3.00 | 11083 | 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO PROVIDE LIVING ACCOMMODATIONS FOR THE INDIGENT ELDERLY | Description1 |
| Expenses1 | 125492 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2025462 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 207144 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2232606 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2232606 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 33489 | CashDeemedCharitable |
| Net Noncharitable Assets | 2199117 | NetNoncharitableAssets |
| Minimum Investment Return | 109956 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 126352 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 126352 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 126352 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 1972-01-24 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 47879 | CurrentYear |
| Year1 | 45187 | Year1 |
| Year2 | 57528 | Year2 |
| Year3 | 105449 | Year3 |
| Total | 256043 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 40697 | CurrentYear |
| Year1 | 38409 | Year1 |
| Year2 | 48899 | Year2 |
| Year3 | 89632 | Year3 |
| Total | 217637 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 126352 | CurrentYear |
| Year1 | 112698 | Year1 |
| Year2 | 123377 | Year2 |
| Year3 | 411130 | Year3 |
| Total | 773557 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 900 | CurrentYear |
| Year1 | 1285 | Year1 |
| Year2 | 2583 | Year2 |
| Year3 | 318659 | Year3 |
| Total | 323427 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 125452 | CurrentYear |
| Year1 | 111413 | Year1 |
| Year2 | 120794 | Year2 |
| Year3 | 92471 | Year3 |
| Total | 450130 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 4258904 | CurrentYear |
| Year1 | 4147800 | Year1 |
| Year2 | 4268712 | Year2 |
| Year3 | 4360842 | Year3 |
| Total | 17036258 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1565800 | CurrentYear |
| Year1 | 1565800 | Year1 |
| Year2 | 1565800 | Year2 |
| Year3 | 1565800 | Year3 |
| Total | 6263200 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 73304 | CurrentYear |
| Year1 | 85998 | Year1 |
| Year2 | 82869 | Year2 |
| Year3 | 91651 | Year3 |
| Total | 333822 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 88700 | CurrentYear |
| Year1 | 65943 | Year1 |
| Year2 | 180337 | Year2 |
| Year3 | 606196 | Year3 |
| Total | 941176 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| MILTON FULLER HOUSING CORP | ||||||
| 600 CANTON AVENUE | MILTON | MA | 02186 | 501(C)(3) PUBLIC CHA | PROVIDE HOUSING AND RELATED SERVICES TO INDIGENT ELD | $125,452 |
| 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 | $40 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 125492 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 14101 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 54155 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 20444 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 88700 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 88700 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3,4, | THE INVESTMENTS PROVIDE THE MEANS FOR THE TRUST |
| 8 | TO PERFORM ITS EXEMPT FUNCTION |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $6,200 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (6 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BERKSHIRE HATHAWAY | 54815 | 57367 |
| BOTTLING GROUP | 24982 | 28568 |
| SHELL INTL FINANCE | 50856 | 57998 |
| ISHARES IBOXX | 199849 | 267146 |
| VANGUARD SHORT TERM | 101212 | 100751 |
| VANGUARD GNMA | 50420 | 49697 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (40 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ABBOTT LABS | 44438 | 52400 |
| AMERICAN EXPRESS | 43037 | 57480 |
| AMERISOURCE BERGEN | 8187 | 16408 |
| APPLE | 8627 | 23948 |
| CAREFUSION | 7127 | 9574 |
| CHEVRON | 35980 | 54070 |
| CISCO SYSTEMS | 47152 | 39299 |
| CLOROX | 16140 | 20136 |
| DANAHER | 21275 | 27950 |
| EMC CORP | 38765 | 50600 |
| EMERSON ELECTRIC | 41728 | 42368 |
| EXPRESS SCRIPTS | 7061 | 6750 |
| EXXON MOBIL | 34425 | 43275 |
| FEDEX | 46030 | 45860 |
| GENERAL ELECTRIC | 54876 | 67168 |
| GILEAD SCIENCES | 19448 | 32318 |
| GOOGLE INC | 79160 | 106107 |
| INTEL CORP | 11120 | 10310 |
| IBM | 24873 | 58423 |
| JOHNSON & JOHNSON | 19347 | 21030 |
| KRAFT FOODS | 18824 | 22735 |
| MCDONALDS | 21354 | 26463 |
| MEDTRONIC INC | 44210 | 41020 |
| MICROSOFT | 21525 | 27645 |
| MONDELEZ INTL | 15622 | 20363 |
| PEPSICO | 8885 | 20529 |
| PFIZER INC | 14791 | 22571 |
| PROCTER & GAMBLE | 38423 | 67890 |
| QUALCOMM | 10600 | 17011 |
| STARBUCKS | 8835 | 22256 |
| STATE STREET | 47227 | 47010 |
| SYSCO CORP | 15495 | 15830 |
| 3M CO | 27680 | 27855 |
| UNITED TECHNOLOGIES | 41285 | 49206 |
| VERIZON | 14852 | 21851 |
| WAL-MART | 27085 | 34115 |
| WALGREEN CO | 25179 | 25907 |
| WELLS FARGO | 20090 | 34180 |
| ROYAL DUTCH SHELL | 42859 | 48265 |
| SCHLUMBERGER | 29125 | 27719 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 181459 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 193320 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 298943 | BookValue |
| EOYFMV | 337002 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $15,518 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (3 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| DUE FROM FRIENDS OF MRE | 5000 | 5000 | 5000 |
| FURNITURE AND EQUIPMENT | 30190 | 30190 | 30190 |
| FULLER HOUSING CORPORATION | 1565800 | 1565800 | 1565800 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| BOND FEES | 860 | 0 | 0 | 860 |
| INSURANCE | 1300 | 0 | 0 | 0 |
| OTHER | 1404 | 0 | 0 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $19,984 | Amount |
| Net Investment Income | 19984 | NetInvestmentIncome |
| Adjusted Net Income | 19984 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN | $359 | 359 | 359 | 0 |
| MASS | $35 | 35 | 35 | 0 |
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