2011-07-15T11:23:08-05:00 2010-12-31 GERALD T REILLY & COMPANY 424 ADAMS STREET MILTON MA 02186 990 2010-01-01 046207699 MILTON RESIDENCES FOR THE ELDERLY INC MILT 6176983005 600 CANTON AVENUE MILTON MA 02186 SARAH MCLAREN 6176983005 2011-06-24 1 FRANK T ARDITO 6176968900 2011-06-24 2010 2016-03-07 17:11:31Z WILLIAM J SULLIVAN 600 CANTON AVENUE MILTON MA 02186 1351345 0 X WWW.MREINC.ORG X 1968 MA TO MEET THE NEEDS OF THE SENIORS- IN MILTON AND BEYOND- BY PROVIDING HOUSING AND SERVICES. 13 12 32 0 0 0 58978 168874 1395264 1149089 19134 33382 0 0 1473376 1351345 2100 165749 0 0 1098678 1070436 0 0 14843 214832 185633 1315610 1421818 157766 -70473 1663339 1701502 68698 73347 1594641 1628155 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 570626 737690 PROVIDED STAFFING AND MANAGEMENT TO THREE PROPERTIES, 318 UNITS, IN ORDER TO PROVIDE AFFORDABLE HOUSING TO THE ELDERLY. 416372 411399 SUPPORT SERVICES & SOCIAL ACTIVITIES- PROVIDE SOCIAL SERVICES INCLUDING PERSONAL AND HOME CARE, TRANSPORTATION AND ACTIVITIES FOR RESIDENTS. 165749 165749 GRANT RECEIVED AND TRANSFERED TO WINTER VALLEY. 165749 165749 1152747 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 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 1 6 0 1 32 1 0 0 0 0 0 0 0 0 X 13 12 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 X X 0 0 0 PAUL NEEDHAM X X 0 0 0 WILLIAM CHAPMAN X X 0 0 0 MARITTA CRONIN X X 0 0 0 BURTON GREENLAW X X 0 0 0 JON W CRONIN MD X 0 0 0 CAROLYN SAVAGE X 0 0 0 REV GEORGE WELLES X 0 0 0 EWALD CHARLES X 0 0 0 MICHAEL BRADY X 0 0 0 GEORGE GEARY X 0 0 0 BRANCH LANE X 0 0 0 CAROL SULLIVAN X 0 0 0 0 0 0 0 0 0 0 0 165749 3125 168874 MAINTENANCE & SECURITY 561700 560314 560314 ASSISTED LIVING & MANA 623990 319941 319941 MANAGEMENT FEES 561000 177376 177376 SUPPORT SERVICE FEES 561000 82814 82814 TRANSPORT & MISC 561499 8644 8644 1149089 33382 33382 1351345 1149089 0 33382 165749 165749 890687 771797 118890 102487 85239 17248 77262 66949 10313 526 526 15500 15500 1251 1251 14843 14843 21900 21900 2116 2116 19724 19724 3522 1288 2234 ASSISTED LIVING PROJECT 38823 38823 CONTRIBUTION TO UNQUITY 33953 33953 HEALTH SERVICES 16794 16794 MISC. EXPENSES 10573 10573 TRANSPORTATION EXPENSES 6108 6108 1421818 1152747 254228 14843 581828 357961 36676 12929 14992 7258 149942 102943 49505 46999 980338 1276355 1663339 1701502 68698 73347 68698 73347 X 1594641 1628155 1594641 1628155 1663339 1701502 X -70473 103987 X X 0 1 1 X 0 X 18196 14124 58978 3125 94423 1931736 1896390 1572407 1395764 1420978 8217275 1931736 1914586 1586531 1454742 1424103 8311698 0 0 0 8311698 65283 53986 48251 23571 33382 224473 65283 53986 48251 23571 33382 224473 1997019 1968572 1634782 1478313 1457485 8536171 0.97370 0.97500 0.02630 0.02500 X 275 180 95 70217 65326 4891 79450 37437 42013 46999 EQUITY SECURITIES 69015 F MUTUAL FUNDS - BONDS 220910 F MUTUAL FUNDS - EQUITIES 780816 F EXCHANGE TRADED FUNDS 205614 F 1276355 1351345 1421818 -70473 103987 103987 33514 1456394 103987 1062 105049 1351345 0 1351345 1422880 1062 1062 1421818 0 1421818 1 WINTER VALLEY RESIDENCES INC 600 CANTON AVENUE MILTON MA 02186 042616099 165749 FOR ROOF CONSTRUCTION AND ROOFING REPAIRS ON PROPERTIES. 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION PRESENTS ANY POTENTIAL CONTRIBUTION AMOUNTS TO THE BOARD OF DIRECTORS FOR APPROVAL. OTHER INFORMATION: PART IV: THE ORGANIZATION AS THE MANAGEMENT AGENT FOR THE GRANTEE MONITORED THE USE OF GRANT FUNDS BY OVERSEEING THE PROJECT THROUGH VISUAL INSPECTION OF PROGRESS, MEETING WITH CONTRACTORS AND VENDORS, REVIEWING ALL INVOICES SUBMITTED, AND APPROVING ALL PAYMENTS RELATED TO GRANT FUNDS. WILLIAM J SULLIVAN PRESIDENT OF THE BOARD OF DIRECTORS 12653 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 GAINS ON INVESTMENTS: 103,987. TO REFLECT THE UNREALIZED GAIN (LOSS) ON THE VALUATION OF INVESTMENTS HELD BY THE ORGANIZATION BEGINNING BALANCE WAS ADJUSTED FOR PRIOR PERIOD ADJUSTMENTS NOT DONE UNTIL AFTER FILING OF THE RETURN. THE BOARD OF DIRECTORS OF THE ORGANIZATION SELECTS THE INDEPENDENT ACCOUNTANT. REFERENCE PART VII OF FORM 990 FOR A LISTING OF THE BOARD OF DIRECTORS. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 SOUTH BOSTON ELDERLY RESIDENCES INC N 13911 FMV SOUTH BOSTON ELDERLY RESIDENCES INC P 10212 FMV UNQUITY HOUSE CORPORATION N 275208 FMV UNQUITY HOUSE CORPORATION P 67512 FMV WINTER VALLEY RESIDENCES INC B 165749 FMV WINTER VALLEY RESIDENCES INC N 342226 FMV WINTER VALLEY RESIDENCES INC P 91056 FMV