2025-10-22T07:55:25-05:00 2024-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990PF 2024-01-01 020202330 Franklin Home For the Aged dba Peabody Place FRAN 6039343718 24 Peabody Place Franklin NH 03235 Lynda Goldthwaite Executive Director 6039343718 2025-10-21 1 1 Melissa Magoon CPA P01712842 2077752387 2025-10-21 2024 2025-03-06 01:10:19Z X 24479272 X 4450 X 3538 3538 3538 36696 36696 36696 92055 821697 92055 8812 4801371 0 4801371 4938110 132289 4850417 237064 0 237064 0 1965388 0 1126671 820614 324835 0 324835 0 1547 0 1547 0 37545 0 37545 0 1220822 3431 1220822 0 556179 0 556179 0 1300139 0 1300139 373601 0 0 373601 5531 0 0 5531 604400 0 0 588426 6627051 3431 4804802 1788172 100 100 6627151 3431 4804802 1788272 -1689041 128858 45615 50190 698749 310523 310523 33542 2687 33542 33542 5759 5759 5759 38891 22567 22567 1124004 776090 674164 221881 221881 221881 26005674 2794838 24507226 23210836 23210836 26649387 24581198 24479272 778734 559440 318430 375634 25738420 25480118 3030 2651 26838614 26417843 X -245934 -1902298 56707 65653 -189227 -1836645 26649387 24581198 -189227 -1689041 41623 -1836645 0 -1836645 Publicly Traded Securities - LT P 812885 729642 83243 83243 Publicly Traded Securities - ST P 8812 8812 8812 92055 8812 X 1995-04-18 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 NH 1 1 0 0 0 1 www.peabody.place Stacey Matott 6039343718 24 Peabody Place Franklin NH 03235 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 139778 630 7500 Stacey Matott 24 Peabody Place Franklin NH 03235 Director of Finance 40.00 18629 167 0 Lisa Dubia 24 Peabody Place Franklin NH 03235 Past Director of Finance 40.00 67012 435 2913 Amy Makris 24 Peabody Place Franklin NH 03235 Director of Clinical 40.00 73872 3232 0 Richard Rudolph 24 Peabody Place Franklin NH 03235 Director of Faciliti 40.00 74127 330 0 Judy Franseen 24 Peabody Place Franklin NH 03235 Director of Marketin 40.00 73778 630 0 Carla MacDonald 24 Peabody Place Franklin NH 03235 Past Director of Wel 40.00 68789 0 5291 Karissa Fields 24 Peabody Place Franklin NH 03235 RN 40.00 73403 630 0 0 Glendale Senior Dining 749 E Industrial Park Dr Manchester NH 03109 Dining Services 665331 Lawrence Recruiting Specialist Wells Fargo PO Box 850781 Minneapollis MN 55485 Contract Nursing 456867 TwoMagnet PO Box 103125 Pasadena CA 91189 Contract Nursing 128698 0 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...) 1792022 0 1107817 301240 221881 1630938 0 0 1630938 24464 1606474 80324 X 1788272 0 3750 1792022 X 0 0 1792022 10653339 18157956 10929152 41532469 0 0 0 0 0 1792022 10653339 18157956 10929152 41532469 53549 63615 71701 453947 642812 X Franklin Christmas Lighting Fund 409 Central Street Franklin NH 03235 GOV Donation 100 100 0 Assisted Living /Senior Living Services 4792287 Other Income 9084 14 3538 14 36696 18 92055 0 132289 4801371 4933660 1a-b 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. 0 0 0 0 0 0 0 0 0 0 Accounting Services 37545 0 37545 0 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: $36,696 220.380 Shs of FIDELITY MSCI CONSUMER 21476 22056 452.258 Shrs of FIDELITY MSCI FINLS INDEX ETF(FNCL) 31061 25260 218.296 Shrs of FIDELITY MSCI INDL INDEX ETF(FIDU) 15348 12810 297.997 Shrs of FIDELITY MSCI INFORMATION 55094 39932 380.655 Shrs of FIDELITY HIGH DIVIDEND ETF(FDVV) 19010 18412 376.637 Shrs of FIDELITY MSCI COMMUNICATION 22109 15988 230.775 Shrs of ISHARES S&P MID-CAP 400 GROWTH ETF 20984 16734 855.372 Shrs of ISHARES CORE S&P US VALUE ETF(IUSV) 79199 65886 1115.845 Shrs of ISHARES CORE S&P US GROWTH ETF(IUSG) 155493 111395 85.740 Shrs of ISHARES S&P MID-CAP 400 VALUE ETR(IJJ) 10714 9798 86.721 Shrs of ISHARES S&P SMALL-CAP 600 VALUE 9419 8861 151.027 Shrs of ISHARES TR S&P SMALL CAP 600 GROWTH ETF (IJT) 20445 17213 646.941 Shrs of FRANKLIN TEMPLETON ETF TR SENIOR LOAN 15698 15625 293.948 Shrs of ISHARES TIPS BOND ETF(TIP) 31320 31369 293.061 Shrs of ISHARES IBOXX $ INV GRADE CORPORATE BOND 31311 32007 339.501 Shrs of ISHARES TR 7-10 YR TRSY BD (IEF) 31387 33110 192.001 Shrs of ISHARES TRUST 1-3 YEAR TREASURY BOND 15740 15679 271.845 Shrs of ISHARES TR 3 7 YR TREAS BD(IEI) 31412 31234 660.233 Shrs of ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB) 31539 31033 1182.470 Shrs of ISHARES TRUST FALLEN ANGELS USD BD ETF (FALN) 31584 30124 923.903 Shrs of ISHARES TR PFD AND INCM SEC(PFF) 29048 28797 169 Shrs of ISHARES TRUST CONVERTIBLE BOND ETF (ICVT) 14360 14531 17.451 Shrs of FIDELITY MSCI FINLS INDEX ETF(FNCL) 1199 872 17.803 Shrs of FIDELITY MSCI HEALTH CARE INDEX 1163 1129 11.250 Shrs of FIDELITY MSCI INDL INDEX ETF(FIDU) 791 660 16.162 Shrs of FIDELITY MSCI INFORMATION 2988 2164 18.282 Shrs of FIDELITY HIGH DIVIDEND ETF(FDVV) 913 885 19.291 Shrs of FIDELITY MSCI COMMUNICATION 1132 819 11.243 Shrs of ISHARES S&P MID-CAP 400 GROWTH ETF 1022 813 46.060 Shrs of ISHARES CORE S&P US VALUE ETF(IUSV) 4265 3172 67.055 Shrs of ISHARES CORE S&P US GROWTH ETF(IUSG) 9344 6327 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 1814 1809 31.415 Shrs of ISHARES TIPS BOND ETF(TIP) 3347 3392 31.576 Shrs of ISHARES IBOXX $ INV GRADE CORPORATE BOND 3374 3461 51.789 Shrs of SHARES TR 7-10 YR TRSY BD (IEF) 4788 5046 22.240 Shrs of ISHARES TRUST 1-3 YEAR TREASURY BOND 1823 1816 29.397 Shrs of SHARES TR 3 7 YR TREAS BD(IEI) 3397 3420 74.516 Shrs of ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB) 3560 3508 141.808 Shrs of ISHARES TRUST FALLEN ANGELS USD BD ETF (FALN) 3788 3618 58.297 Shrs of ISHARES TR PFD AND INCM SEC(PFF) 1833 1812 Investment in Proctor Point, LLC AT COST 221881 221881 Land 129095 0 129095 129095 Building and Building Improvements 24717706 2377903 22339803 22339803 Equipment 1158873 416935 741938 741938 Legal Fees 1547 0 1547 0 Advertising 63485 0 0 63485 Insurance 82105 0 0 65781 Miscellaneous Expenses 69738 0 0 70088 Supplies 339935 0 0 339935 Office Expenses 40963 0 0 40963 Amortization Expense 8174 0 0 8174 Assisted Living /Senior Living Services 4792287 4792287 Other Income 9084 9084 Unrealized Gain on Investments 41623 Resident Funds Held in Trust 3030 2651 Investment Mgmt Fees 3431 3431 3431 0 Other Professional Fees 1217391 0 1217391 0