Fuller Trust Inc in Boston, Massachusetts (MA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Massachusetts
| Fuller Trust Inc | |
| Employer Identification Number (EIN) | 042104243 |
| Name of Organization | Fuller Trust Inc |
| In Care of Name | James J Mccusker |
| Address | C/O James J Mccusker 76 Canal, Boston, MA 02114 |
| Activities | Housing for the aged (see also 153) |
| Subsection | Charitable Organization |
| Ruling Date | 11/1937 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation exempt from paying excise taxes on investment income |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,693,403 |
| Amount of Income | $299,094 |
| Form 990 Revenue Amount | $65,943 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $88,700 | $88,700 | $68,257 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $14,101 | |||
| Dividends and interest from securities | $54,155 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $20,444 | |||
| Total expenses and disbursements | $182,235 | $20,378 | $20,378 | $126,352 |
| Compensation of officers, directors, trustees, etc. | $11,083 | |||
| Total operating and administrative expenses | $56,743 | $20,378 | $860 | |
| Contributions, gifts, grants paid | $125,492 | |||
| Excess of revenue over expenses and disbursements | $-93,535 | |||
| Net investment income | $68,322 | |||
| Adjusted net income | $47,879 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,798,297 | $4,230,763 |
| Cash - non-interest-bearing | $6,376 | |
| Investments-U.S. and state government obligations | $181,459 | |
| Investments-corporate stock | $1,102,742 | |
| Investments-corporate bonds | $482,134 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $298,943 | |
| Other | $1,726,643 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $3,798,297 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $20,444 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $0 |
| Total credits and payments | $2,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,000 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $2,000 |
| Amount to be credited to 2013 estimated tax | $2,000 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | Yes |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $2,232,606 |
| Net value of noncharitable-use assets | $2,199,120 |
| Minimum investment return | $109,956 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $47,879 | $45,187 | $57,528 | $105,449 | $256,043 |
| Qualifying distributions made directly for active conduct of exempt activities | $125,452 | $111,413 | $120,794 | $92,471 | $450,130 |
| Value of all assets | $4,258,904 | $4,147,800 | $4,268,712 | $4,360,842 | $17,036,258 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $1,565,800 | $1,565,800 | $1,565,800 | $1,565,800 | $6,263,200 |
| 2/3 of minimum investment return | $73,304 | $85,998 | $82,869 | $91,651 | $333,822 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $88,700 | $65,943 | $180,337 | $606,196 | $941,176 |
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| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Frontrunners Boston Charitable Foundation Inc | PO BOX 423, Boston, MA 02117-0423 | MA | 1994-05 | $29 |
| 2 | Frontrunners Boston Inc | PO BOX 423, Boston, MA 02117-0423 | MA | 1992-07 | $2,895 |
| 3 | Fruitlands Museums Inc | 102 Prospect Hill Rd, Harvard, MA 01451-1348 | MA | 1994-11 | $1,351,938 |
| 4 | Fsu Foundation Supporting Organization Inc | 160 Pearl St, Fitchburg, MA 01420-2631 | MA | 2001-01 | $570,466 |
| 5 | Fsg Inc | 500 Boylston St Ste 600, Boston, MA 02116-3791 | MA | 2006-02 | $23,843,851 |
| 6 | Fulcrum Poetry Press Inc | 421 Huron Ave, Cambridge, MA 02138-2103 | MA | 2007-08 | $40,376 |
| 7 | Aaa Full Circle Adoptions & Family Building Center Inc | 39 Main St Ste 3, Northampton, MA 01060-3132 | MA | 1997-08 | $297,542 |
| 8 | Full Circle Elementary School Inc | 21 Parmenkr Rd, Bernardston, MA 01337 | MA | 1983-09 | $206,866 |
| 9 | Fuller Arts And Sciences Inc | 470 Torrey St, Brockton, MA 02301-4654 | MA | 2007-03 | $2,794,030 |
| 10 | Fuller Craft Museum Inc | 455 Oak St, Brockton, MA 02301-1340 | MA | 2005-09 | $768,920 |
| 11 | Fuller Trust Inc | C/O James J Mccusker 76 Canal, Boston, MA 02114 | MA | 1937-11 | $299,094 |
| 12 | Fulton Project Inc | 475 S Main St, Sharon, MA 02067-1705 | MA | 2004-09 | $88,130 |
| 13 | Fun Ages Family Daycare Inc | PO BOX 297, East Boston, MA 02128 | MA | 1993-05 | $0 |
| 14 | Fund For Authentic Journalism Inc | PO BOX 1446, Easthampton, MA 01027-5446 | MA | 2007-12 | $60,906 |
| 15 | Fund For Boston Neighborhoods Inc, Boston Foundation | PO BOX 961555, Boston, MA 02196-1555 | MA | 1968-07 | $2,096,368 |
| 16 | Weinberg Foundation Inc | 76 Rowe St, Auburndale, MA 02466-1530 | MA | 1999-07 | $35,112 |
| 17 | Fund For Dogs And Cats Inc | 4 Sheffield St, Pepperell, MA 01463-1102 | MA | 1995-06 | $163,018 |
| 18 | Fund For New Performance Video Inc | 4 Washington Ave Apt 23, Cambridge, MA 02140-2831 | MA | 1994-01 | $24,438 |
| 19 | The Fund For Philanthropy And Education | PO BOX 67343, Chestnut Hill, MA 02467-0009 | MA | 1982-12 | $1 |
| 20 | Fund For The Community Training And Assistance Center Incorporated | 30 Winter St, Boston, MA 02108-4720 | MA | 1987-05 | $173,902 |
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