2012-06-15T15:35:32-05:00 2011-12-31 042513210 GERALD T REILLY & COMPANY 424 ADAMS STREET MILTON MA 02186 990 2011-01-01 046207699 MILTON RESIDENCES FOR THE ELDERLY INC MILT 6176983005 600 CANTON AVENUE MILTON MA 02186 SARAH MCLAREN 6176983005 2012-05-16 1 FRANK T ARDITO P00028884 6176968900 2012-05-16 2011 2016-02-24 21:20:13Z WILLIAM J SULLIVAN 600 CANTON AVENUE MILTON MA 02186 1204897 0 X WWW.MREINC.ORG X 1968 MA TO MEET THE NEEDS OF THE SENIORS- IN MILTON AND BEYOND- BY PROVIDING HOUSING AND SERVICES. 12 11 33 0 0 0 168874 0 1149089 1168316 33382 36581 0 0 1351345 1204897 165749 0 0 0 1070436 1104547 0 0 4564 185633 157198 1421818 1261745 -70473 -56848 1701502 1603911 73347 77181 1628155 1526730 X ENDEAVORS TO MEET THE NEEDS OF THE SENIORS- IN MILTON AND BEYOND- BY PROVIDING HOUSING AND SERVICES, WITH SENSITIVITY AND CARE AS A MEANS OF ASSURING THEIR WELL-BEING AND PRESERVING THEIR DIGNITY. 0 0 584061 734186 PROVIDED STAFFING AND MANAGEMENT TO THREE PROPERTIES, 318 UNITS, IN ORDER TO PROVIDE AFFORDABLE HOUSING TO THE ELDERLY. 438107 434130 SUPPORT SERVICES & SOCIAL ACTIVITIES- PROVIDE SOCIAL SERVICES INCLUDING PERSONAL AND HOME CARE, TRANSPORTATION AND ACTIVITIES FOR RESIDENTS. GRANT RECEIVED AND TRANSFERED TO WINTER VALLEY. 1022168 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 33 1 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 0 0 MA X X SARAH MCLAREN 6176983005 600 CANTON AVE MILTON MA 02186 X WILLIAM J SULLIVAN 0.00 X X 0 0 0 PAUL NEEDHAM 0.00 X X 0 0 0 WILLIAM CHAPMAN 0.00 X X 0 0 0 MARITTA CRONIN 0.00 X X 0 0 0 BURTON GREENLAW 0.00 X X 0 0 0 JON W CRONIN MD 0.00 X 0 0 0 CAROLYN SAVAGE 0.00 X 0 0 0 CAROL SULLIVAN 0.00 X 0 0 0 EWALD CHARLES 0.00 X 0 0 0 MICHAEL BRADY 0.00 X 0 0 0 GEORGE GEARY 0.00 X 0 0 0 BRANCH LANE 0.00 X 0 0 0 0 0 0 0 0 0 0 0 MAINTENANCE & SECURITY 561700 557690 557690 ASSISTED LIVING & MANA 623990 338678 338678 MANAGEMENT FEES 561000 176496 176496 SUPPORT SERVICE FEES 561000 87145 87145 TRANSPORT & MISC 561499 8307 8307 1168316 36581 36581 1204897 1168316 0 36581 931745 796812 134933 96437 79725 16712 76365 65306 11059 3985 3985 12544 12544 75 75 4564 4564 16071 16071 16435 16435 13858 8784 5074 ASSISTED LIVING PROJECT 45625 42330 3295 HEALTH SERVICES 18871 18871 MISC. EXPENSES 11824 11824 TRANSPORTATION EXPENSES 10340 10340 3006 3006 1261745 1022168 235013 4564 357961 282236 12929 5155 7258 22123 149942 119379 46999 30563 1276355 1263834 1701502 1603911 73347 77181 73347 77181 X 1628155 1526730 1628155 1526730 1701502 1603911 X -56848 -44577 X 0 1 1 X 0 X 18196 14124 58978 3125 94423 1896390 1572407 1395764 1420978 1128251 7413790 1914586 1586531 1454742 1424103 1128251 7508213 0 0 0 7508213 53986 48251 23571 33382 36581 195771 53986 48251 23571 33382 36581 195771 1968572 1634782 1478313 1457485 1164832 7703984 0.97460 0.97370 0.02540 0.02630 X 275 219 56 70217 67477 2740 79450 51683 27767 30563 EQUITY SECURITIES 27780 F MUTUAL FUNDS - BONDS 207544 F MUTUAL FUNDS - EQUITIES 802965 F EXCHANGE TRADED FUNDS 225545 F 1263834 1204897 1261745 -56848 -44577 -44577 -101425 1164832 -44577 4512 -40065 1204897 0 1204897 1266257 4512 4512 1261745 0 1261745 WILLIAM J SULLIVAN PRESIDENT OF THE BOARD OF DIRECTORS 4410 INSURANCE PREMUIMS PAID ON A POLICY TO THE INSURANCE AGENCY THAT IS OWNED BY WILLIAM J. SULLIVAN. 0 FORM 990, PART VI, SECTION B, LINE 11 THE TAX RETURNS ARE PREPARED BY THE CORPORATION'S AUDIT FIRM. A DRAFT OF THE FORM 990 IS SUBMITTED TO THE CORPORATION'S MANAGEMENT BY ITS AUDIT FIRM FOR REVIEW. UPON COMPLETION OF MANAGEMENT'S REVIEW AND RESOLUTION OF ANY QUESTIONS, THE DRAFT OF THE FORM 990 IS THEN ELECTRONICALLY SUBMITTED TO THE CORPORATION'S TREASURER AND/OR FINANCE COMMITTEE FOR A SECOND REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S TAX RETURNS ARE AVAILABLE UPON REQUEST AND THEY ARE ALSO AVAILABLE ON THE COMMONWEALTH OF MASSACHUSETTS DEPARTMENT OF THE ATTORNEY GENERAL'S WEBSITE OR GUIDESTAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -44,577. UNQUITY HOUSE CORPORATION 30 CURTIS ROAD MILTON MA 02186 043581983 ELDERLY HOUSING MA 501(C)(3) 509(A)(2) MILTON RESIDENCES FOR THE ELDERLY 0 WINTER VALLEY RESIDENCES INC 600 CANTON AVE MILTON MA 02186 042616099 ELDERLY HOUSING MA 501(C)(3) 509(A)(2) MILTON RESIDENCES FOR THE ELDERLY 0 SOUTH BOSTON ELDERLY RESIDENCES INC 376 WEST FOURTH STREET SOUTH BOSTON MA 02127 208232873 ELDERLY HOUSING MA 501(C)(3) 509(A)(2) MILTON RESIDENCES FOR THE ELDERLY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 SOUTH BOSTON ELDERLY RESIDENCES INC N 13867 TRIAL BALANCE SOUTH BOSTON ELDERLY RESIDENCES INC P 10212 TRIAL BALANCE UNQUITY HOUSE CORPORATION N 291143 TRIAL BALANCE UNQUITY HOUSE CORPORATION P 68556 TRIAL BALANCE WINTER VALLEY RESIDENCES INC P 97728 TRIAL BALANCE WINTER VALLEY RESIDENCES INC N 341259 TRIAL BALANCE