2022-09-09T15:12:44-05:00 2021-12-31 042715482 CARLTON HEALY & FREDERICK LLP 4 TIOGA WAY MARBLEHEAD MA 019451590 990PF 2021-01-01 042105954 THE SUTTON RESIDENCE FOR WOMEN IN PEABODY SUTT 9785310815 7 SEWALL STREET PEABODY MA 019603754 DAVID MONIZ TREASURER 9785310815 2022-08-17 1 DAVID MONIZ 999009999 ANN MARIE NOBLE CPA P00300605 7816318410 2022-08-17 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 1990054 X 15086 X 2 2 70047 70047 220675 220675 220675 42320 96338 42320 0 56862 56862 0 404992 389906 0 104041 104041 0 0 182244 182244 0 0 2800 800 0 2000 22950 22950 0 0 27551 27559 0 329 329 0 0 90524 85519 0 5008 430439 423442 0 7008 100 100 430539 423442 0 7108 -25547 0 0 18828 21542 21542 48346 29057 29057 991877 956353 1483257 178079 159324 167141 787605 498548 300138 289057 289057 1537268 1455333 1990054 58228 1840 58228 1840 X 1479040 1453493 1479040 1453493 1537268 1455333 1479040 -25547 0 1453493 0 1453493 19,000 UNITS ALCOA INC BOND P 2013-08-09 2021-01-15 19000 18753 247 247 60 SH ORGANON & CO P 2010-05-19 2021-07-16 1763 926 837 837 1,500 SH PEOPLES UTD FINL INC P 2018-11-27 2021-02-23 27750 24149 3601 3601 300 SH PEOPLES UTD FINL INC P 2018-11-27 2021-10-18 5308 4830 478 478 100 SH UNITEDHEALTH GROUP INC P 2007-06-14 2021-10-18 42517 5360 37157 37157 42320 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 1 1 0 0 1 WWW.SUTTONHOMEFORWOMEN.COM DAVID MONIZ 9785315584 7 SEWALL STREET PEABODY MA 019603754 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 C ALAN SVENSON 2 VINCENT CIRCLE ROWLEY MA 01969 PRESIDENT 15.00 0 0 0 DAVID MONIZ 48 FOX RUN ROAD TOPSFIELD MA 01983 TREASURER/ DIRECTOR 15.00 0 0 0 SUSAN SMITH 2 MARION ROAD PEABODY MA 01960 CLERK/ DIRECTOR 0.25 0 0 0 JACK WARD 2 MARYVALE LANE PEABODY MA 01960 VICE-PRESIENT 0.25 0 0 0 MR MRS ROLAND CHERWEK 9 KENISTON ROAD LYNNFIELD MA 01940 DIRECTOR 0.25 0 0 0 BEVERLY GRIFFIN-DUNNE 10 COLFAX STREET PEABODY MA 01960 DIRECTOR 0.25 0 0 0 MR MRS JOHN JEFFERS 19 ORCHARD STREET PEABODY MA 01960 DIRECTOR 0.50 0 0 0 MR MRS STANLEY SMITH 2 MARION ROAD PEABODY MA 01960 DIRECTOR 0.50 0 0 0 MR MRS C ALAN SVENSON 2 VINCENT CIRCLE ROWLEY MA 01969 DIRECTOR 0.50 0 0 0 MR MRS JACK WARD 2 MARYVALE LANE PEABODY MA 01960 DIRECTOR 0.05 0 0 0 MR DAVID MONIZ 48 FOX RUN ROAD TOPSFIELD MA 01983 DIRECTOR 0.05 13188 0 0 MR MRS RUSSELL BOWDEN 12 LEDGEWOOD WAY UNIT 29 PEABODY MA 01960 DIRECTOR 0.05 0 0 0 MR MRS DALE HOKANSON 98 VILLAGE POST ROAD DANVERS MA 01923 DIRECTOR 0.05 0 0 0 MR MRS PHIL RICHARD 24 EISENHOWER ROAD PEABODY MA 01960 DIRECTOR 0.05 0 0 0 BARBARA AMOS 1 HIGHLAND PARK PEABODY MA 01960 HOME DIRECTOR 40.00 90852 0 0 0 NONE 0 OPERATING A HOME FOR THE AGED 98061 0 1636443 47943 0 1684386 0 0 1684386 25266 1659120 82956 X 7108 0 16470 23578 0 0 0 20940 20940 0 0 0 0 0 0 0 20940 0 0 0 0 0 0 20940 0 X 0 0 23578 8962 19826 22237 74603 0 0 0 0 0 23578 8962 19826 22237 74603 55304 49222 55219 55805 215550 X FRIENDS OF THE PEABODY MA COUNCIL ON AGING 75R CENTRAL ST PEABODY MA 01960 TO SUPPORT THE COUNCIL ON AGING 100 100 0 900099 2 14 900099 70047 14 531110 16 220675 01 56862 900099 42320 18 112369 56862 220675 389906 5 LINE 5B RENTAL INCOME FOR HOME FOR AGED 0 0 0 0 0 0 0 0 0 0 ACCOUNTING & TAX PREPARATION 2800 800 0 2000 BUILDING 1969-01-01 15000 15000 SL 20.000000000000 0 0 0 IMPROVEMENTS 1973-01-01 10000 1000 SL 15.000000000000 0 0 0 IMPROVEMENTS 1981-01-01 4067 4067 SL 10.000000000000 0 0 0 IMPROVEMENTS 1987-01-01 3752 3752 SL 27.500000000000 0 0 0 IMPROVEMENTS 2000-06-01 6500 4851 SL 27.500000000000 236 0 236 EQUIPMENT 1987-06-01 1597 1597 200DB 7.000000000000 0 0 0 IMPROVEMENTS 2001-06-01 135993 96634 SL 27.500000000000 4945 0 4945 IMPROVEMENTS 2002-06-01 226555 147681 SL 27.500000000000 8238 0 8238 IMPROVEMENTS 2003 2003-06-01 69887 44574 SL 27.500000000000 2541 0 2541 IMPROVEMENTS 2004 2004-06-30 128701 77415 SL 27.500000000000 4680 0 4680 IMPROVEMENTS 2005 2005-06-01 42350 23934 SL 27.500000000000 1540 0 1540 IMPROVEMENTS 2006 2006-06-01 10697 5657 SL 27.500000000000 389 0 389 IMPROVEMENTS 2008 2008-06-01 40970 18687 SL 27.500000000000 1490 0 1490 IMPROVEMENTS 2009 2009-06-01 21422 8991 SL 27.500000000000 779 0 779 IMPROVEMENTS 2010-07-21 6595 2510 SL 27.500000000000 240 0 240 DIRECTORS OFFICE RENOVATIONS 2013-06-04 16582 3205 SL 39.000000000000 425 0 425 K&B EXCAVATING- DRY WELL 2014-11-05 3050 481 SL 39.000000000000 78 0 78 KITCHEN GARBAGE DISPOSAL AND INSTALLATION 2014-12-26 538 538 SL 5.000000000000 0 0 0 KITCHEN DISH WASHER 2015-03-11 774 774 SL 5.000000000000 0 0 0 CARBON MONOXIDE DETECTOR W/L 2015-12-23 1120 1120 SL 5.000000000000 0 0 0 IMAC COMPUTER 2016-01-11 955 900 200DB 5.000000000000 55 0 0 QUICKBOOKS SOFTWARE 2016-05-18 318 318 SL 3.000000000000 0 0 0 REFRIGERATOR 2016-04-04 544 513 200DB 5.000000000000 31 0 27 DINING ROOM/BATHROOM FLOORING 2017-01-14 1600 1101 200DB 7.000000000000 143 0 229 DINING ROOM/BATHROOM FLOORING 2017-01-14 3292 2263 200DB 7.000000000000 294 0 470 CARPETING ROOM #2 2017-09-27 850 584 200DB 7.000000000000 76 0 121 KITCHEN STOVE 2017-02-04 1299 1075 200DB 5.000000000000 149 0 224 DOWNSTAIRS BATHROOM RENOVATION 2017-05-17 3769 497 SL 27.500000000000 137 0 137 FREEZER 2018-03-19 598 426 200DB 5.000000000000 69 0 120 NEW BOILER 2019-02-20 8390 403 SL 39.000000000000 215 0 215 EXTERIOR LIGHTING 2019-01-15 1500 75 SL 39.000000000000 38 0 38 REPLACEMENT HOT WATER HEATER 2020-07-31 1870 374 200DB 5.000000000000 598 0 374 INTERIOR IMPROVEMENTS 2021-12-15 14850 SL 15.000000000000 124 0 83 FACIA BOARD, GUTTERS AND DOWNSPOUT 2021-08-30 1620 SL 15.000000000000 41 0 36 BANK OF AMERICA CORP 6.0% CALLABLE 5/16/23 75226 79680 JP MORGAN CHASE & CO 5.75% PDF 34536 37632 GENERAL ELECTRIC CO 5.00% FIXED 49562 49829 3M 10579 71052 AT&T INC 66373 86100 COCA COLA 28479 59210 DNP SELECT INCOME FD INC 54745 65220 DOW INC 27419 39704 INTERNATIONAL BUSINESS MACHINES CORP 40484 53464 JOHNSON & JOHNSON 20997 51321 MERCK & CO INC 18496 45984 EVERSOURCE ENERGY 9866 36392 PFIZER INC 66320 118100 REALTY INCOME CORP 11971 42954 TWO HARBORS INVESTMENT CORP 35766 14425 UNITEDHEALTH GROUP INC 9340 200856 VERIZON COMMUNICATIONS 56231 77940 GLAXOSMITHKLINE PLC SPONS ADR 32666 35280 VODAFONE GROUP PLC SPONS ADR 60106 37325 EXXON MOBIL CORP 122415 122380 PEOPLES UTD FINL INC 16043 17820 BP L P C SPONS ADR 80634 53260 TORONTO DOMINION BANK 70274 99684 INVESCO LTD 32007 41136 NATIONAL GRID PLC 32038 43392 VIATRIS INC 16822 13530 ABBVIE INC 32876 54160 KYNDRYL HOLDINGS INC 1775 1448 ORION OFFICE REIT INC 1631 1120 BUILDING 15000 15000 0 0 IMPROVEMENTS 10000 1000 9000 9000 IMPROVEMENTS 4067 4067 0 0 IMPROVEMENTS 3752 3752 0 0 IMPROVEMENTS 6500 5087 1413 1413 EQUIPMENT 1597 1597 0 0 IMPROVEMENTS 135993 101579 34414 34414 IMPROVEMENTS 226555 155919 70636 70636 IMPROVEMENTS 2003 69887 47115 22772 22772 IMPROVEMENTS 2004 128701 82095 46606 46606 IMPROVEMENTS 2005 42350 25474 16876 16876 IMPROVEMENTS 2006 10697 6046 4651 4651 IMPROVEMENTS 2008 40970 20177 20793 20793 IMPROVEMENTS 2009 21422 9770 11652 11652 IMPROVEMENTS 6595 2750 3845 3845 DIRECTORS OFFICE RENOVATIONS 16582 3630 12952 12952 K&B EXCAVATING- DRY WELL 3050 559 2491 2491 KITCHEN GARBAGE DISPOSAL AND INSTALLATION 538 538 0 0 KITCHEN DISH WASHER 774 774 0 0 CARBON MONOXIDE DETECTOR W/L 1120 1120 0 0 IMAC COMPUTER 955 955 0 0 QUICKBOOKS SOFTWARE 318 318 0 0 REFRIGERATOR 544 544 0 0 DINING ROOM/BATHROOM FLOORING 1600 1244 356 356 DINING ROOM/BATHROOM FLOORING 3292 2557 735 735 CARPETING ROOM #2 850 660 190 190 KITCHEN STOVE 1299 1224 75 75 DOWNSTAIRS BATHROOM RENOVATION 3769 634 3135 3135 FREEZER 598 495 103 103 NEW BOILER 8390 618 7772 7772 EXTERIOR LIGHTING 1500 113 1387 1387 REPLACEMENT HOT WATER HEATER 1870 972 898 898 INTERIOR IMPROVEMENTS 14850 124 14726 14726 FACIA BOARD, GUTTERS AND DOWNSPOUT 1620 41 1579 1579 ACCOUNT CUSTODIAL FEES 12182 12182 0 0 ALARM & SPRINKLER SYSTEMS 402 402 0 0 BANK SERVICE CHARGES 139 139 0 0 DUES & SUBSCRIPTIONS 661 661 0 0 INSURANCE 15844 13467 0 2377 LANDSCAPING 6673 6676 0 0 OFFICE SUPPLIES 2501 0 0 2501 POSTAGE 130 0 0 130 REPAIRS & MAINTENANCE 3486 3486 0 0 SUPPLIES & GROCERIES 28189 28189 0 0 UTILITIES 19911 19911 0 0 PAYROLL EXPENSE 110 110 0 0 PROMOTIONAL ADVERTISEMENT 296 296 0 0 PPP LOAN FORGIVENESS NON TAXABLE 56862 56862 0 PAYROLL LIABILITIES 1366 1840 PPP LOAN 56862 0 CITY OF PEABODY GRANT 24 LOWELL STREET PEABODY MA 01960 PAYROLL TAXES 22332 22332 0 0 MA FORM PC 125 125 0 0 FOREIGN TAXES PAID 493 493 0 0