2024-11-14T15:15:54-06:00 2023-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990PF 2023-01-01 020202330 Franklin Home For the Aged dba Peabody Place FRAN 6039343718 24 Peabody Place Franklin NH 03235 Lynda Goldthwaite Executive Director 6039343718 2024-11-12 1 1 Joseph R Byrne P01289281 2077752387 2024-11-12 2023 2024-10-15 13:58:12Z X 26649387 X 1652 X 2365 2365 2365 60441 60441 60441 -69991 1884538 0 0 3900984 0 3900984 3895451 62806 3963790 159005 0 159005 0 1640436 0 1380395 267797 267231 0 267231 0 6903 0 6903 0 41496 0 41496 0 747644 3962 747644 0 292500 0 292500 0 37138 0 0 37138 1009772 0 1009772 394924 0 0 394924 5771 0 0 5771 655171 0 0 672359 5257991 3962 3904946 1377989 1200 1200 5259191 3962 3904946 1379189 -1363740 58844 58844 64512 50190 50190 543928 698749 698749 2687 13116 2687 2687 5759 5759 5759 21353 38891 38891 1135020 1124004 1124004 135735 0 0 221881 221881 221881 26001924 1494698 23040495 24507226 24507226 339 0 0 25182138 26649387 26649387 1260626 778734 273719 318430 21655050 25738420 943246 3030 24132641 26838614 X 954713 -245934 94784 56707 1049497 -189227 25182138 26649387 1049497 -1363740 125016 -189227 0 -189227 Publicly Traded Securities P 1884538 1954529 -69991 -69991 -69991 -69991 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 Lynda Goldthwaite 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 Robert Lucas 24 Peabody Place Franklin NH 03235 Vice Chair 1.00 0 0 0 Wanda Belyea 24 Peabody Place Franklin NH 03235 Treasurer 1.00 0 0 0 Kathy Fuller 24 Peabody Place Franklin NH 03235 Secretary 1.00 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 1.00 0 0 0 Craig Jacobson 24 Peabody Place Franklin NH 03235 Member 10.00 0 0 0 Pam Hannan 24 Peabody Place Franklin NH 03235 Member 1.00 0 0 0 Lynda Goldthwaite 24 Peabody Place Franklin NH 03235 Executive Director 40.00 142808 3853 12343 Donna Poges 24 Peabody Place Franklin NH 03235 Director of Clinical 40.00 116741 1433 11615 Lisa Dubia 24 Peabody Place Franklin NH 03235 Director of Finance 40.00 80933 1623 11886 Timothy Eltzroth 24 Peabody Place Franklin NH 03235 Director of Faciliti 40.00 75000 796 5062 Amanda Arsenault 24 Peabody Place Franklin NH 03235 LNA 40.00 63851 863 3872 0 Engelberth Construction 150 Water Tower Circle Colchester VT 05446 Construction 3514327 Glendale Senior Dining 749 E Industrial Park Dr Manchester NH 03109 Dining Services 568110 Lawrence Recruiting Specialist PO Box 850781 Minneapollis MN 55485 Contract Nursing 267694 RS Consulting LLC 544 Jefferson Rd Whitefield NH 03598 Construction Consultant 55375 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...) 10652139 0 1413857 301758 221881 1937496 0 0 1937496 29062 1908434 95422 X 1379189 0 9274150 10653339 X 0 0 10653339 18157956 10929152 1627569 41368016 0 0 0 0 0 10653339 18157956 10929152 1627569 41368016 63615 71701 453947 82645 671908 X Franklin VNA & Hospice 75 Chestnut Street Franklin NH 03235 PC General Support - Silver Sponsorship 1000 Franklin Christmas Lighting Fund 409 Central St Franklin NH 03235 GOV Donation 100 Road to Independence 596 Bradford Rd Newport NH 03773 PC Donation 100 1200 0 Assisted Living /Senior Living Services 3844804 Other Income 56180 14 2365 14 60441 18 -69991 0 -7185 3900984 3893799 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 41496 0 41496 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: $286,102Deduction for Prior Years: $16,348Amortization Period: 420 MonthsCurrent Year Amortization: $8,174Total Amortization: $24,522 285.101 Shs of FIDELITY MSCI CONSUMER 22505 22505 951 Shs FIDELITY MSCI ENERGY INDEX ETF(FENY) 21911 21911 582.389 Shs FIDELITY MSCI FINLS INDEX ETF(FNCL) 31187 31187 568.773 Shs FIDELITY MSCI HEALTH CARE INDEX 36794 36794 370.972 Shs FIDELITY-MSC! INDL INDEX ETF(FIDU) 22715 22715 538.568 Shs FIDELITY MSCI INFORMATION 77360 77360 679.203 Shs FIDELITY MSCI COMMUNICATION 30255 30255 372.324 Shs ISHARES S&P MID-CAP 400 GROWTH ETF 29496 29496 1437.827 Shs ISHARES CORE S&P US VALUE ETF(IUSV) 121252 121252 2169.755 Shs ISHARES CORES&P US GROWTH ETF(IUSG) 225871 225871 129.612 Shs ISHARES TRUSTS & P MID CAPITAL*(IJJ) 14781 14781 145.307 Shs ISHARES TR S&P SMALL CAP VALUE NDEX FUND 14977 14977 239.821 Shs ISHARES TR S&P SMALL CAP 600 GROWTH 30011 30011 1013 Shs FRANKLIN TEMPLETON ETF TR SENIOR 24606 24606 453.989 Shs ISHARES TIPS BOND ETF(TIP) 48799 48799 454.634 Shs ISHARES IBOXX $ INVESTMENT GRADE 50310 50310 902.562 Shs ISHARES TRUST 1-3 YEAR TREASURY BOND 74046 74046 422.54 Shs ISHARES TR 3 7 YR TREAS BD(IEI} 49492 49492 1043.37 Shs ISHARES CORE 1-5 YEAR USO BOND ETF 49623 49623 1939.426 Shs ISHARES TRUST FALLEN ANGELS USO BD 51201 51201 794.544 Shs ISHARES TR PFD AND INCM SEC(PFF) 24782 24782 308.815 Shs ISHARES TRUST CONVERTIBLE BOND ETF 24270 24270 8.031 Shs FIDELITY MSCI CONSUMER 634 634 29 Shs FIDELITY MSCI ENERGY INDEX ETF 668 668 17.159 Shs FIDELITY MSCI FINLS INDEX ETF 919 919 17.551 Shs FIDELITY MSCI HEALTH CARE INDEX 1135 1135 11.088 Shs FIDELITY MSCI INDL INDEX ETF 679 679 16.076 Shs FIDELITY MSCI INFORMATION 2309 2309 21.099 Shs FIDELITY MSCI COMMUNICATION 940 940 11.154 Shs ISHARES S&P MID-CAP 400 GROWTH ETF 884 884 45.069 Shs ISHARES.CORES&P us VALUE ETF(IUSVj 3801 3801 68.631 Shs ISHARES CORE S&.P US GROWTH ETF(lUSG 7144 7144 3.014 Shs ISHARES TRUSTS & P MID CAPITAL*(IJJ 344 344 0 Shs ISHARES S&P SMALLCAP 600 VALUE INDE 413 413 7.088 Shs ISHARES TR S&P SMALL CAP 600 GROWTH 887 887 69 Shs FRANKLIN TEMPLETON ETF TR SENIOR 1676 1676 30.636 Shs ISHARES TIPS BOND ETF(TIP) 3293 3293 30.23 Shs ISHARES IBOXX $ INVESTMENT GRADE 3345 3345 61.486 Shs ISHARES TRUST 1-3 YEAR TREASURY BOND 5044 5044 28.485 Shs ISHARES TR 3 7 YR TREAS BD(IEI) 3336 3336 71.713 Shs ISHARES CORE 1-5 YEAR USD BOND ETF 3411 3411 133.242 Shs ISHARES TRUST FALLEN ANGELS USD BD 3518 3518 54.799 Shs ISHARES TR PFD AND INCM SEC(PFF) 1709 1709 21.264 Shs ISHARES TRUST CONVERTIBLE BOND ETF 1671 1671 Investment in Proctor Point, LLC AT COST 221881 221881 Land 129095 0 129095 129095 Building and Building Improvements 24717706 1248625 23469081 23469081 Equipment 1155123 246073 909050 909050 Legal Fees 6903 0 6903 0 Employee Advance 339 Advertising 182157 0 0 182157 Insurance 74859 0 0 92397 Miscellaneous Expenses 73861 0 0 73511 Supplies 298214 0 0 298214 Office Expenses 17906 0 0 17906 Amortization Expense 8174 0 0 8174 Assisted Living /Senior Living Services 3844804 3844804 Other Income 56180 56180 Unrealized Gain on Investments 125016 Resident Funds Held in Trust 2916 3030 Construction Retainage Payable 940330 0 Investment Mgmt Fees 3962 3962 3962 0 Other Professional Fees 743682 0 743682 0 Property Tax 37138 0 0 37138