2025-11-04T10:01:25-06:00 2024-12-31 042513210 GERALD T REILLY & COMPANY 424 ADAMS STREET MILTON MA 02186 990 2024-01-01 046207699 MILTON RESIDENCES FOR THE ELDERLY INC MILT 6176983005 600 CANTON AVENUE MILTON MA 02186 W PAUL NEEDHAM PRESIDENT 6176983005 2025-10-30 1 0 KEVIN BONNETT CPA P01384136 6176968900 2025-10-30 2024 2025-03-06 01:10:19Z W PAUL NEEDHAM 600 CANTON AVENUE MILTON MA 02186 1773247 0 X WWW.MREINC.ORG X 1968 MA TO MEET THE NEEDS OF THE SENIORS- IN MILTON AND BEYOND- BY PROVIDING HOUSING AND SERVICES. 9 9 34 15 0 0 102433 0 1646760 1642362 96896 130885 0 0 1846089 1773247 0 0 0 0 1620470 1604828 0 0 0 150412 126284 1770882 1731112 75207 42135 17483234 19256306 14611858 16217560 2871376 3038746 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 683649 1124720 PROVIDED STAFFING AND MANAGEMENT TO TWO PROPERTIES, 300 UNITS, IN ORDER TO PROVIDE AFFORDABLE HOUSING TO THE ELDERLY. 675842 517642 SUPPORT SERVICES & SOCIAL ACTIVITIES- PROVIDE SOCIAL SERVICES INCLUDING PERSONAL AND HOME CARE, TRANSPORTATION AND ACTIVITIES FOR RESIDENTS. 1359491 1 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 34 1 0 0 0 0 0 0 0 0 0 0 X 9 9 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 W PAUL NEEDHAM PRESIDENT 0.50 X X 0 0 0 MICHAEL BRADY TRUSTEE 0.30 X 0 0 0 MARITTA M CRONIN SECRETARY 0.50 X X 0 0 0 BRANCH LANE TRUSTEE 0.30 X 0 0 0 GEORGE GEARY TREASURER 0.50 X X 0 0 0 EWALD CHARLES TRUSTEE 0.30 X 0 0 0 CAROL SULLIVAN TRUSTEE 0.30 X 0 0 0 JOHN LOONEY TRUSTEE 0.30 X 0 0 0 MICHAEL SULLIVAN TRUSTEE 0.30 X 0 0 0 SARAH MCLAREN EXECUTIVE DIRECTOR 40.00 X 189865 0 27257 189865 0 27257 1 0 1 0 DAVIS SQUARE ARCHITECTS 240 ELM STREET SOMERVILLE MA 02144 ARCHITECTURE DESIGN SERVICES 617057 CURA HOSPITALITY LLC 6000 TOWN CENTER BLVD CANONSBURG PA 15317 FOOD SERVICE MANAGEMENT SERVICES 167036 2 MAINTENANCE & SECURITY 561700 797819 797819 ASSISTED LIVING & MANA 623990 385964 385964 MANAGEMENT FEES 561000 326901 326901 SUPPORT SERVICE FEES 561000 129762 129762 TRANSPORT & MISC 561499 1916 1916 1642362 130885 130885 1773247 1642362 0 130885 237451 237451 1159272 1118153 41119 105629 78156 27473 102476 82038 20438 16381 16381 16607 16607 300 300 16249 10407 5842 ASSISTED LIVING PROJECT 58709 58709 HEALTH SERVICES 9872 9872 MEETINGS AND SEMINARS 4107 4107 TRANSPORTATION EXPENSES 2156 2156 1903 1903 1731112 1359491 371621 0 169681 130194 30229 83358 48789 2887 29294 31865 118175 117251 1224 924 2708995 2933769 14495022 16073309 17483234 19256306 116836 144251 14495022 16073309 14611858 16217560 X 2871376 3038746 2871376 3038746 17483234 19256306 42135 125235 0 X X 0 1 X 1 0 X 105 2175 50 102433 0 104763 1638599 1696391 1250998 1921120 1767597 8274705 1638704 1698566 1251048 2023553 1767597 8379468 0 0 0 8379468 57619 136554 61946 89707 130885 476711 57619 136554 61946 89707 130885 476711 1696323 1835120 1312994 2113260 1898482 8856179 0.94620 0.95350 0.05380 0.04650 X 118175 117251 924 924 MUTUAL FUNDS - BONDS 115262 F MUTUAL FUNDS - EQUITIES 1135224 F EXCHANGE TRADED FUNDS 1036316 F EQUITY SECURITIES 458525 F MONEY MARKET FUNDS 188442 F 2933769 FUNDS HELD FOR OTHERS 16073309 16073309 FIDUCIARY LIABILITY 16073309 16073309 1898482 125235 125235 1773247 0 1773247 1731112 0 1731112 0 1731112 X 0 0 0 0 0 0 0 0 0 SARAH MCLAREN EXECUTIVE DIRECTOR 189865 0 0 0 0 0 0 0 27257 0 217122 0 0 0 WINTER VALLEY RESIDENCES II COMMON BOARD OF DIRECTORS ADAVANCE TO BUILD NEW 36 UNIT BUILDING FOR THE ELDERLY X 2887 0 1 0 2887 FORM 990, PART VI, SECTION B, LINE 11B 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. THERE WERE NO KEY EMPLOYEES OR OFFICERS PAID. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSHIGHT OF THE AUDIT 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 WINTER VALLEY RESIDENCES II INC 600 CANTON AVE MILTON MA 02186 883665973 ELDERLY HOUSING MA 501(C)(3) 509(A)(2) MILTON RESIDENCES FOR THE ELDERLY 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 UNQUITY HOUSE CORPORATION Q 487916 COST UNQUITY HOUSE CORPORATION Q 157128 COST WINTER VALLEY RESIDENCES INC Q 439665 COST WINTER VALLEY RESIDENCES INC Q 169773 COST WINTER VALLEY RESIDENCES II INC D 2887 COST WINTER VALLEY RESIDENCES INC D 43605 COST UNQUITY HOUSE CORPORATION D 37270 COST