FRANKLIN HOME FOR THE AGED ASSOCIATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FRANKLIN HOME FOR THE AGED ASSOCIATION (EIN 02-0202330)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-22
- IRS object ID
- 202532959349100503
- Schema version
- 2024v5.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-22T07:55:25-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Congress St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020202330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Franklin Home For the Aged | BusinessNameLine1Txt |
| Business Name Line2 | dba Peabody Place | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 6039343718 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 Peabody Place | AddressLine1Txt |
| City | Franklin | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03235 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lynda Goldthwaite | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 6039343718 | PhoneNum |
| Signature | 2025-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Melissa Magoon CPA | PreparerPersonNm |
| PTIN | P01712842 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2025-10-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,479,272 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,450 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,538 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,538 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,538 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $36,696 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,696 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $36,696 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $92,055 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $821,697 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $92,055 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $8,812 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,801,371 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $4,801,371 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,938,110 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132,289 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,850,417 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $237,064 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $237,064 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,965,388 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $1,126,671 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $820,614 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $324,835 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $324,835 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,547 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $1,547 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,545 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $37,545 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,220,822 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,431 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,220,822 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $556,179 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $556,179 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,300,139 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $1,300,139 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $373,601 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $373,601 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,531 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,531 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $604,400 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $588,426 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,627,051 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,431 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,804,802 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,788,172 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,627,151 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,431 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,804,802 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,788,272 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,689,041 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $128,858 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $45,615 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,190 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $698,749 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $310,523 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $310,523 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $33,542 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,687 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $33,542 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $33,542 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $5,759 | InventoriesBOYAmt |
| Inventories EOY | $5,759 | InventoriesEOYAmt |
| Inventories EOYFMV | $5,759 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $38,891 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $22,567 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $22,567 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,124,004 | CorporateStockBOYAmt |
| Corporate Stock EOY | $776,090 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $674,164 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $221,881 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $221,881 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $221,881 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $26,005,674 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,794,838 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $24,507,226 | LandBOYAmt |
| Land EOY | $23,210,836 | LandEOYAmt |
| Land EOYFMV | $23,210,836 | LandEOYFMVAmt |
| Total Assets BOY | $26,649,387 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,581,198 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,479,272 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $778,734 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $559,440 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $318,430 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $375,634 | DeferredRevenueEOYAmt |
| Mortgages And Notes Payable BOY | $25,738,420 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $25,480,118 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $3,030 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,651 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $26,838,614 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,417,843 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | -$245,934 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | -$1,902,298 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $56,707 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $65,653 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$189,227 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$1,836,645 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,649,387 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,581,198 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$189,227 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,689,041 | ExcessRevenueOverExpensesAmt |
| Other Increases | $41,623 | OtherIncreasesAmt |
| Subtotal | -$1,836,645 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$1,836,645 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities - LT | P | $812,885 | $729,642 | $83,243 | $83,243 |
| Publicly Traded Securities - ST | P | $8,812 | $8,812 | $8,812 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $92,055 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,812 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1995-04-18 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.peabody.place | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stacey Matott | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6039343718 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 Peabody Place | AddressLine1Txt |
| City | Franklin | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Chris Seufert | ||||||||
| 24 Peabody Place | Franklin | NH | 03235 | Chair | 10.00 | $0 | $0 | $0 |
| Craig Jacobson | ||||||||
| 24 Peabody Place | Franklin | NH | 03235 | Vice Chair | 3.00 | $0 | $0 | $0 |
| Pam Hannan | ||||||||
| 24 Peabody Place | Franklin | NH | 03235 | Treasurer | 3.00 | $0 | $0 | $0 |
| Kathy Fuller | ||||||||
| 24 Peabody Place | Franklin | NH | 03235 | Secretary | 3.00 | $0 | $0 | $0 |
| John Benham | ||||||||
| 24 Peabody Place | Franklin | NH | 03235 | Member | 10.00 | $0 | $0 | $0 |
| Duncan Coolidge | ||||||||
| 24 Peabody Place | Franklin | NH | 03235 | Member | 3.00 | $0 | $0 | $0 |
| Amy Rankins | ||||||||
| 24 Peabody Place | Franklin | NH | 03235 | Member | 3.00 | $0 | $0 | $0 |
| Robert Lucas | ||||||||
| 24 Peabody Place | Franklin | NH | 03235 | Past Vice Chair | 1.00 | $0 | $0 | $0 |
| Wanda Belyea | ||||||||
| 24 Peabody Place | Franklin | NH | 03235 | Past Treasurer | 3.00 | $0 | $0 | $0 |
| Lynda Goldthwaite | ||||||||
| 24 Peabody Place | Franklin | NH | 03235 | Executive Director | 40.00 | $139,778 | $630 | $7,500 |
| Stacey Matott | ||||||||
| 24 Peabody Place | Franklin | NH | 03235 | Director of Finance | 40.00 | $18,629 | $167 | $0 |
| Lisa Dubia | ||||||||
| 24 Peabody Place | Franklin | NH | 03235 | Past Director of Finance | 40.00 | $67,012 | $435 | $2,913 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Amy Makris | ||||||||
| 24 Peabody Place | Franklin | NH | 03235 | Director of Clinical | 40.00 | $73,872 | $3,232 | $0 |
| Richard Rudolph | ||||||||
| 24 Peabody Place | Franklin | NH | 03235 | Director of Faciliti | 40.00 | $74,127 | $330 | $0 |
| Judy Franseen | ||||||||
| 24 Peabody Place | Franklin | NH | 03235 | Director of Marketin | 40.00 | $73,778 | $630 | $0 |
| Carla MacDonald | ||||||||
| 24 Peabody Place | Franklin | NH | 03235 | Past Director of Wel | 40.00 | $68,789 | $0 | $5,291 |
| Karissa Fields | ||||||||
| 24 Peabody Place | Franklin | NH | 03235 | RN | 40.00 | $73,403 | $630 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Glendale Senior Dining | |||||
| 749 E Industrial Park Dr | Manchester | NH | 03109 | Dining Services | $665,331 |
| Lawrence Recruiting Specialist | |||||
| Wells Fargo PO Box 850781 | Minneapollis | MN | 55485 | Contract Nursing | $456,867 |
| TwoMagnet | |||||
| PO Box 103125 | Pasadena | CA | 91189 | Contract Nursing | $128,698 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Franklin Home for the Aged began as a place for elders in the community who originally worked in the mills to live out their retirement years. Three founding families pooled resources and a portion of their accumulated wealth to establish the home incorporating as an association in 1938.We earned our official nonprofit status in later years but not before the original mansion was opened in 1944. Since so many locals referred to the Home as the 'Peabody Home' due to the original Peabody homestead on which the current structure was built, that the informal name became our actual title. Peabody has been a fixture in the three rivers city of Franklin for over 80 years providing quality care for seniors generation after generation.(See continued...) | Description1Txt |
| Expenses1 | $1,792,022 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,107,817 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $301,240 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $221,881 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,630,938 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,630,938 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,464 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,606,474 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,324 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,788,272 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,750 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,792,022 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j5 | Yes (X) | Section4942j5Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,792,022 | CurrentYearAmt |
| Year1 | $10,653,339 | Year1Amt |
| Year2 | $18,157,956 | Year2Amt |
| Year3 | $10,929,152 | Year3Amt |
| Total | $41,532,469 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,792,022 | CurrentYearAmt |
| Year1 | $10,653,339 | Year1Amt |
| Year2 | $18,157,956 | Year2Amt |
| Year3 | $10,929,152 | Year3Amt |
| Total | $41,532,469 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $53,549 | CurrentYearAmt |
| Year1 | $63,615 | Year1Amt |
| Year2 | $71,701 | Year2Amt |
| Year3 | $453,947 | Year3Amt |
| Total | $642,812 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Franklin Christmas Lighting Fund | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 Central Street | AddressLine1Txt |
| City | Franklin | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | GOV | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Donation | GrantOrContributionPurposeTxt |
| Amt | $100 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Assisted Living /Senior Living Services | $4,792,287 |
| Other Income | $9,084 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,538 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,696 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $92,055 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $132,289 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,801,371 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,933,660 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a-b | LineNumberTxt |
| Relationship Statement | These amounts include all revenue collected from residents for the services which the home provides. These revenues cover expenses such as food, shelter, and other resident services. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Services | CategoryTxt |
| Amt | $37,545 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $37,545 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| Form 990-PF, Part II, Line 14: Land, Buildings & Equipment | Section 1.263(a)-3(n) Election:Franklin Home For the Aged Association24 Peabody PlaceFranklin, NH 03235EIN: 02-0202330Franklin Home For the Aged Association is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). |
| Part VIII-A, Line 1: Continuation of Summary of Direct Charitable Activity | In 2020 we obtained support from USA Rural Development Authority to expand again and become Peabody Place while still holding to our core values of a family orientated, familiar and affordable place where seniors could age with grace and dignity. We now offer Memory Care and Assisted Living options with Independent Living on the horizon, slated to open in 2023. We remain a unique retirement community brand, beloved and famous for our warm, welcoming, supportive, inclusive and affordable environment. |
| Form 990-PF, Part I, Line 23: Amortization Expense | Description: Amortization Bond Issuance CostsDate Acquired: 12/20/22Amount Amortized: $310,624Deduction for Prior Years: $24,522Amortization Period: 420 MonthsCurrent Year Amortization: $8,174Total Amortization: $36,696 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 220.380 Shs of FIDELITY MSCI CONSUMER | $21,476 | $22,056 |
| 452.258 Shrs of FIDELITY MSCI FINLS INDEX ETF(FNCL) | $31,061 | $25,260 |
| 218.296 Shrs of FIDELITY MSCI INDL INDEX ETF(FIDU) | $15,348 | $12,810 |
| 297.997 Shrs of FIDELITY MSCI INFORMATION | $55,094 | $39,932 |
| 380.655 Shrs of FIDELITY HIGH DIVIDEND ETF(FDVV) | $19,010 | $18,412 |
| 376.637 Shrs of FIDELITY MSCI COMMUNICATION | $22,109 | $15,988 |
| 230.775 Shrs of ISHARES S&P MID-CAP 400 GROWTH ETF | $20,984 | $16,734 |
| 855.372 Shrs of ISHARES CORE S&P US VALUE ETF(IUSV) | $79,199 | $65,886 |
| 1115.845 Shrs of ISHARES CORE S&P US GROWTH ETF(IUSG) | $155,493 | $111,395 |
| 85.740 Shrs of ISHARES S&P MID-CAP 400 VALUE ETR(IJJ) | $10,714 | $9,798 |
| 86.721 Shrs of ISHARES S&P SMALL-CAP 600 VALUE | $9,419 | $8,861 |
| 151.027 Shrs of ISHARES TR S&P SMALL CAP 600 GROWTH ETF (IJT) | $20,445 | $17,213 |
| 646.941 Shrs of FRANKLIN TEMPLETON ETF TR SENIOR LOAN | $15,698 | $15,625 |
| 293.948 Shrs of ISHARES TIPS BOND ETF(TIP) | $31,320 | $31,369 |
| 293.061 Shrs of ISHARES IBOXX $ INV GRADE CORPORATE BOND | $31,311 | $32,007 |
| 339.501 Shrs of ISHARES TR 7-10 YR TRSY BD (IEF) | $31,387 | $33,110 |
| 192.001 Shrs of ISHARES TRUST 1-3 YEAR TREASURY BOND | $15,740 | $15,679 |
| 271.845 Shrs of ISHARES TR 3 7 YR TREAS BD(IEI) | $31,412 | $31,234 |
| 660.233 Shrs of ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB) | $31,539 | $31,033 |
| 1182.470 Shrs of ISHARES TRUST FALLEN ANGELS USD BD ETF (FALN) | $31,584 | $30,124 |
| 923.903 Shrs of ISHARES TR PFD AND INCM SEC(PFF) | $29,048 | $28,797 |
| 169 Shrs of ISHARES TRUST CONVERTIBLE BOND ETF (ICVT) | $14,360 | $14,531 |
| 17.451 Shrs of FIDELITY MSCI FINLS INDEX ETF(FNCL) | $1,199 | $872 |
| 17.803 Shrs of FIDELITY MSCI HEALTH CARE INDEX | $1,163 | $1,129 |
| 11.250 Shrs of FIDELITY MSCI INDL INDEX ETF(FIDU) | $791 | $660 |
| 16.162 Shrs of FIDELITY MSCI INFORMATION | $2,988 | $2,164 |
| 18.282 Shrs of FIDELITY HIGH DIVIDEND ETF(FDVV) | $913 | $885 |
| 19.291 Shrs of FIDELITY MSCI COMMUNICATION | $1,132 | $819 |
| 11.243 Shrs of ISHARES S&P MID-CAP 400 GROWTH ETF | $1,022 | $813 |
| 46.060 Shrs of ISHARES CORE S&P US VALUE ETF(IUSV) | $4,265 | $3,172 |
| 67.055 Shrs of ISHARES CORE S&P US GROWTH ETF(IUSG) | $9,344 | $6,327 |
| 3.072 Shrs of ISHARES S&P MID-CAP 400 VALUE ETR(IJJ) | $384 | $351 |
| 4.084 Shrs of ISHARES S&P SMALL-CAP 600 VALUE | $444 | $417 |
| 7.164 Shrs of ISHARES TR S&P SMALL CAP 600 GROWTH ETF (IJT) | $970 | $819 |
| 74.771 Shrs of FRANKLIN TEMPLETON ETF TR SENIOR LOAN | $1,814 | $1,809 |
| 31.415 Shrs of ISHARES TIPS BOND ETF(TIP) | $3,347 | $3,392 |
| 31.576 Shrs of ISHARES IBOXX $ INV GRADE CORPORATE BOND | $3,374 | $3,461 |
| 51.789 Shrs of SHARES TR 7-10 YR TRSY BD (IEF) | $4,788 | $5,046 |
| 22.240 Shrs of ISHARES TRUST 1-3 YEAR TREASURY BOND | $1,823 | $1,816 |
| 29.397 Shrs of SHARES TR 3 7 YR TREAS BD(IEI) | $3,397 | $3,420 |
| 74.516 Shrs of ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB) | $3,560 | $3,508 |
| 141.808 Shrs of ISHARES TRUST FALLEN ANGELS USD BD ETF (FALN) | $3,788 | $3,618 |
| 58.297 Shrs of ISHARES TR PFD AND INCM SEC(PFF) | $1,833 | $1,812 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Investment in Proctor Point, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $221,881 | BookValueAmt |
| EOYFMV | $221,881 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Land | $129,095 | $0 | $129,095 | $129,095 |
| Building and Building Improvements | $24,717,706 | $2,377,903 | $22,339,803 | $22,339,803 |
| Equipment | $1,158,873 | $416,935 | $741,938 | $741,938 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $1,547 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,547 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Advertising | $63,485 | $0 | $0 | $63,485 |
| Insurance | $82,105 | $0 | $0 | $65,781 |
| Miscellaneous Expenses | $69,738 | $0 | $0 | $70,088 |
| Supplies | $339,935 | $0 | $0 | $339,935 |
| Office Expenses | $40,963 | $0 | $0 | $40,963 |
| Amortization Expense | $8,174 | $0 | $0 | $8,174 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Assisted Living /Senior Living Services | $4,792,287 | $4,792,287 |
| Other Income | $9,084 | $9,084 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on Investments | Desc |
| Amt | $41,623 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Resident Funds Held in Trust | Desc |
| BOY Book Value | $3,030 | BOYBookValueAmt |
| EOY Book Value | $2,651 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment Mgmt Fees | $3,431 | $3,431 | $3,431 | $0 |
| Other Professional Fees | $1,217,391 | $0 | $1,217,391 | $0 |