FULLER TRUST INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FULLER TRUST INC (EIN 04-2104243)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201143189349100524
- Schema version
- 2010v3.2
- 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
- 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 Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-14T10:38:35-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUGERE & ASSOCIATES INC | 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 | 2010-01-01 | 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 | 2011-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD FOUGERE | Name |
| Phone | 7817294949 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 4268712 | 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 | 31028 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 31028 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 35296 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 35296 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 114013 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2095225 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 114013 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 180337 | TotalRevenueAndExpenses |
| Total Net Investment Income | 180337 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 165539 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 16296 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 16296 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 20496 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 442 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1086 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 2038 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 203417 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 16738 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2038 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 121339 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 121339 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 324756 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 16738 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 123377 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -144419 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 163599 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1081 | CashBOY |
| Cash EOY | 20738 | CashEOY |
| Cash EOYFMV | 20738 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 21982 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 152267 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 152267 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 377764 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 304405 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 318073 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1714788 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1233685 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1401160 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 300068 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 300797 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 346136 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 136948 | InvestmentsOtherBOY |
| Investments Other EOY | 414449 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 429348 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 1610015 | OtherAssetsBOY |
| Other Assets EOY | 1600990 | OtherAssetsEOY |
| Other Assets EOYFMV | 1600990 | OtherAssetsEOYFMV |
| Total Assets BOY | 4162646 | TotalAssetsBOY |
| Total Assets EOY | 4027331 | TotalAssetsEOY |
| Total Assets EOYFMV | 4268712 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 1000 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 1000 | 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 | 4161646 | RetainedEarningsBOY |
| Retained Earnings EOY | 4027331 | RetainedEarningsEOY |
| Total Net Assets BOY | 4161646 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4027331 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4162646 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4027331 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4161646 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -144419 | ExcessOfRevenueOverExpenses |
| Other Increases | 10104 | OtherIncreases |
| Subtotal | 4027331 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4027331 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| US TRUST ACCOUNT #022005866198 | P | 771585 | 743671 | 27914 | 27914 |
| US TRUST ACCOUNT #022005866198 | P | 259633 | 276947 | -17314 | -17314 |
| NUTTER McLENNAN ACCOUNT # 0552574 | P | 21213 | 41419 | -20206 | -20206 |
| NUTTER McLENNAN ACCOUNT # 0552574 | P | 1042560 | 919175 | 123385 | 123385 |
| Capital Gains Dividends | P | 234 | 234 | 234 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 114013 | CapitalGainNetIncome |
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) |
|---|---|---|
| Investment Income Excise Tax | 3272 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3272 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3272 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6221 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 3000 | TaxPaidWithExtension |
| Total Credits And Payments | 9221 | TotalCreditsAndPayments |
| Overpayment | 5949 | Overpayment |
| Amount Credited To Next Year | 5949 | 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 | 0 | 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 | 0 | 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 | 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 | 121339 | 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 | 2296808 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 227103 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2523911 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2523911 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 37859 | CashDeemedCharitable |
| Net Noncharitable Assets | 2486052 | NetNoncharitableAssets |
| Minimum Investment Return | 124303 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 124303 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3272 | TaxBasedOnInvestmentIncome |
| Total Tax | 3272 | TotalTax |
| Distributable Amount Before Adj | 121031 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 121031 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 121031 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 123377 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 123377 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 123377 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 121031 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 28901 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 123377 | QualifyingDistributions |
| Applied To Year1 | 28901 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 94476 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 26555 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
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 | $471 |
| 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 | $74 |
| MILTON FULLER HOUSING CORP | ||||||
| 600 CANTON AVENUE | MILTON | MA | 02186 | 501(C)(3) PUBLIC CHA | PROVIDE HOUSING AND RELATED SERVICES TO INDIGENT ELD | $120,794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 121339 | 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 | 31028 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 35296 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 114013 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 180337 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 180337 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | US TRUST/McLENNAN | NameOfBond |
| EOY Book Value | 300797 | EOYBookValue |
| EOYFMV | 346136 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | US TRUST/McLENNAN | NameOfStock |
| EOY Book Value | 1233685 | EOYBookValue |
| EOYFMV | 1401160 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 304405 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 318073 | 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 | 414449 | BookValue |
| EOYFMV | 429348 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| LEGAL/TRUSTEE FEES | $149,860 | 0 | 0 |
| LEGAL | $15,679 | 0 | 0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (4 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| DUE FROM FRIENDS OF MRE | 5000 | 5000 | 5000 |
| FURNITURE AND EQUIPMENT | 30190 | 30190 | 30190 |
| INTEREST AND DIVIDEND RECEIVABLE | 9025 | ||
| FULLER HOUSING CORPORATION | 1565800 | 1565800 | 1565800 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BOND FEES | 860 | 0 | 860 |
| INSURANCE | 1178 | 0 | 1178 |
| OTHER | -952 | 0 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETURN OF FORMER DEPOSIT/NON-TAXABLE DISTRIBUTIONS | Description |
| Amount | $10,104 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESIDENT'S ESCROW FUND | Description |
| BOY Book Value | 1000 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AGENCY FEES | Category |
| Amount | $16,296 | Amount |
| Net Investment Income | 16296 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL | $20,054 | 0 | 0 |
| FOREIGN | $442 | 442 | 0 |
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