FULLER TRUST INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FULLER TRUST INC (EIN 04-2104243)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-26
- IRS object ID
- 201243009349100304
- Schema version
- 2011v1.2
- 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 | 2012-10-26T14:00:52-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | WINCHSTER | City |
| State | MA | State |
| ZIP Code | 01890 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | 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 | 2012-08-10 | 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 | 2012-10-26 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 4147800 | 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 | 16798 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 16798 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 16798 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 48872 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 48872 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 48872 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 273 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 410235 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 273 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 65943 | TotalRevenueAndExpenses |
| Total Net Investment Income | 65943 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 65670 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 23167 | 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 | 6914 | 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 | 21000 | 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 | 19793 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 19793 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 19793 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 15390 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 690 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 690 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3340 | 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 | 89604 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 20483 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 20483 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 860 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 111838 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 111838 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 201442 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 20483 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 20483 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 112698 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -135499 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 45460 | NetInvestmentIncome |
| Adjusted Net Income | 45187 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 20738 | CashBOY |
| Cash EOY | 16562 | CashEOY |
| Cash EOYFMV | 16562 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 152267 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 288634 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 288634 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 304405 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 201949 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 215729 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1233685 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1125088 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1305850 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 300797 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 376597 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 438777 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 414449 | InvestmentsOtherBOY |
| Investments Other EOY | 282012 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 281258 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 1600990 | OtherAssetsBOY |
| Other Assets EOY | 1600990 | OtherAssetsEOY |
| Other Assets EOYFMV | 1600990 | OtherAssetsEOYFMV |
| Total Assets BOY | 4027331 | TotalAssetsBOY |
| Total Assets EOY | 3891832 | TotalAssetsEOY |
| Total Assets EOYFMV | 4147800 | 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 | 4027331 | RetainedEarningsBOY |
| Retained Earnings EOY | 3891832 | RetainedEarningsEOY |
| Total Net Assets BOY | 4027331 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3891832 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4027331 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3891832 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4027331 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -135499 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3891832 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3891832 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| NUTTER MCLENNAN ACCOUNT #0552574 | P | 24540 | 30675 | -6135 | -6135 |
| NUTTER MCLENNAN ACCOUNT #0552574 | P | 385243 | 379287 | 5956 | 5956 |
| CAPITAL GAINS DIVIDENDS | P | 452 | 452 | 452 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 273 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -6135 | 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 Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5949 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5949 | TotalCreditsAndPayments |
| Overpayment | 5949 | Overpayment |
| Amount Credited To Next Year | 2000 | AmountCreditedToNextYear |
| Amount To Be Refunded | 3949 | 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 (3 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 | 20068 | 0 | 0 |
| JOHN P LINEHAN | |||||||||
| C/O LAW OFFICES OF JAMES J MCCUSKER | 76 CANAL STREET | BOSTON | MA | 02114 | CO-TRUSTEE | 1.00 | 0 | 0 | 0 |
| JAMES R DEGIACOMO | |||||||||
| C/O LAW OFFICES OF JAMES J MCCUSKER | 76 CANAL STREET | BOSTON | MA | 02114 | CO-TRUSTEE | 1.00 | 3099 | 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 | 111838 | 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 | 2419039 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 200187 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2619226 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2619226 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 39288 | CashDeemedCharitable |
| Net Noncharitable Assets | 2579938 | NetNoncharitableAssets |
| Minimum Investment Return | 128997 | 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 | 112698 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 112698 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 112698 | 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 | 45187 | CurrentYear |
| Year1 | 57528 | Year1 |
| Year2 | 105449 | Year2 |
| Year3 | 75301 | Year3 |
| Total | 283465 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 38409 | CurrentYear |
| Year1 | 48899 | Year1 |
| Year2 | 89632 | Year2 |
| Year3 | 64006 | Year3 |
| Total | 240945 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 112698 | CurrentYear |
| Year1 | 123377 | Year1 |
| Year2 | 411130 | Year2 |
| Year3 | 88325 | Year3 |
| Total | 735530 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1285 | CurrentYear |
| Year1 | 2583 | Year1 |
| Year2 | 318659 | Year2 |
| Year3 | 4670 | Year3 |
| Total | 327197 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 111413 | CurrentYear |
| Year1 | 120794 | Year1 |
| Year2 | 92471 | Year2 |
| Year3 | 83655 | Year3 |
| Total | 408333 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 4147800 | CurrentYear |
| Year1 | 4268712 | Year1 |
| Year2 | 4360842 | Year2 |
| Year3 | 4197878 | Year3 |
| Total | 16975232 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1565800 | CurrentYear |
| Year1 | 1565800 | Year1 |
| Year2 | 1565800 | Year2 |
| Year3 | 1376500 | Year3 |
| Total | 6073900 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 85998 | CurrentYear |
| Year1 | 82869 | Year1 |
| Year2 | 91651 | Year2 |
| Year3 | 105177 | Year3 |
| Total | 365695 | 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 | 65943 | CurrentYear |
| Year1 | 180337 | Year1 |
| Year2 | 606196 | Year2 |
| Year3 | 203512 | Year3 |
| Total | 1055988 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| HEARTH INC (FORMERLY COMMITTEE TO END ELDER HOMELESSNESS) | ||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | 501(C)(3) PUBLIC CHA | PROVIDE HOUSING AND RELATED SERVICES TO INDIGENT ELD | $176 |
| 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 | $249 |
| MILTON FULLER HOUSING CORP | ||||||
| 600 CANTON AVENUE | MILTON | MA | 02186 | 501(C)(3) PUBLIC CHA | PROVIDE HOUSING AND RELATED SERVICES TO INDIGENT ELD | $111,413 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 111838 | 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 | 16798 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 48872 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 273 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 65943 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 65943 | 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 | $21,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | MCLENNAN | NameOfBond |
| EOY Book Value | 376597 | EOYBookValue |
| EOYFMV | 438777 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MCLENNAN | NameOfStock |
| EOY Book Value | 1125088 | EOYBookValue |
| EOYFMV | 1305850 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 201949 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 215729 | 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 | 282012 | BookValue |
| EOYFMV | 281258 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| TRUSTEE FEES | $0 | 0 | 0 | 0 |
| LEGAL | $6,914 | 0 | 0 | 0 |
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 | 1130 | 0 | 0 | 0 |
| OTHER | 1350 | 0 | 0 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AGENCY FEES | Category |
| Amount | $19,793 | Amount |
| Net Investment Income | 19793 | NetInvestmentIncome |
| Adjusted Net Income | 19793 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FEDERAL | $14,700 | 0 | 0 | 0 |
| FOREIGN | $655 | 655 | 655 | 0 |
| MASS | $35 | 35 | 35 | 0 |
Comments