2024-03-21T15:22:18-05:00 2023-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990PF 2023-01-01 010219135 Sunset Home of Waterville SUNS 2078728414 114 College Avenue Waterville ME 04901 Jeff Furlong President 2078728414 2024-03-20 1 Jeff Furlong 999009999 1 Joseph R Byrne P01289281 2077752387 2024-03-20 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4368270 X 14081 84481 86916 86916 0 579087 0 54 962594 0 962594 1061156 86916 1049564 52055 0 52055 0 548280 0 548280 0 119978 0 119978 0 16127 0 16127 0 35205 19867 35205 0 56820 326 57146 0 78881 0 78881 82941 0 74627 8314 41 0 41 0 447 0 447 0 182294 0 0 182294 1173069 20193 982787 190608 0 0 1173069 20193 982787 190608 -111913 66723 66777 74114 36413 36413 29355 42430 42430 3223486 3493241 3493241 2090481 1461857 602198 628624 628624 150919 167562 167562 4080072 4368270 4368270 0 0 X 3929153 4200708 150919 167562 4080072 4368270 4080072 4368270 4080072 -111913 400111 4368270 0 4368270 Publicly Traded Securities - LT 530838 584765 -53927 -53927 Publicly Traded Securities - ST 6519 6465 54 54 Capital Gains Dividends P 41730 41730 41730 -12143 54 927 0 927 0 927 6598 0 0 0 6598 0 5671 5671 0 0 0 0 0 0 0 0 0 0 0 1 1 ME 1 1 0 0 0 1 www.sunsethomeofwaterville.me Jeff Furlong 2078728414 114 College Avenue Waterville ME 04901 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Jeff Furlong 114 College Avenue Waterville ME 04901 President 0.25 0 0 0 Kay Grindall 114 College Avenue Waterville ME 04901 Secretary 0.25 0 0 0 John Parsons 114 College Avenue Waterville ME 04901 Treasurer 0.25 0 0 0 Marc Currie 114 College Avenue Waterville ME 04901 Board Member 0.25 0 0 0 Wanda L'Heureux 114 College Avenue Waterville ME 04901 Board Member 0.25 0 0 0 Wendy Lynn 114 College Avenue Waterville ME 04901 Board Member 0.25 0 0 0 Rob Rogers 114 College Avenue Waterville ME 04901 Board Member 0.25 0 0 0 Paula Henry 114 College Avenue Waterville ME 04901 Administrator 40.00 52055 0 0 NONE 0 NONE 0 Residential care services (boarding home) for 20 residents. 1153202 0 3357429 57863 0 3415292 0 0 3415292 51229 3364063 168203 X 190608 0 112845 303453 X 66777 56908 43646 44565 211896 56760 48372 37099 37880 180112 303453 241677 7479 105616 658225 0 0 0 0 0 303453 241677 7479 105616 658225 0 0 0 976675 1018306 1084473 1034783 4114237 976675 1018306 1084473 1034783 4114237 0 84481 103828 128832 120124 437265 X 0 0 Resident Service Revenue 962594 14 84481 18 0 84481 962594 1047075 1a Routine services directly related to the Organization's exempt purpose 0 0 0 0 0 0 0 0 0 0 X X 1 Al W King III 37 Ferry Lane E Westport CT 06880 7500 X Accounting Fees 16127 0 16127 0 Form 990-PF, Part II, Line 14- Land, Buildings and Equipment: Section 1.263(a)-3(n) Election: Sunset Home of Waterville114 College Avenue Waterville, ME 04901EIN: 01-0219135Sunset Home of Waterville is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). 12,798.026 Shs of Bond Fund Of America CL F2R 147049 147049 3,942.241 Shs of Growth Fund Of America CL F2R 248046 248046 3,066.793 Shs of New Perspective CLf2 C 170636 170636 1,307.973 Shs of New WorldCLf2 C 97771 97771 2,455 Shs of Select Sector Tr Real Estate Spdr ETF 98347 98347 1,898 Shs of Bloomberg Conv Secs ETF 136941 136941 813 Shs of Portfolio S&P 600 Small Cap ETF 34292 34292 1,050 Shs of Vaneck Morningstar Wide Moat ETF 89114 89114 2,655.868 Shs of Vanguard Dividend Growth Investor CLR 98825 98825 4,8438.781 Shs of Vanguard Intermediate Term Invest Grade Admiral CLR 420449 420449 32,487.092 Shs of Vanguard Gnma Admiral CLR 303754 303754 185.584 Shs of Vanguard Short Term Investment Grade Admiral CLR 1899 1899 51,052.476 Shs of Vanguard High Yield Corp Admiral CLR 276704 276704 830 Shs of Vanguard Mega Cap Index ETF 140502 140502 858 Shs of Vanguard Mid Cap ETF 199605 199605 897 Shs of Vanguard S&P 500 Growth ETF 242899 242899 865 Shs of Vanguard S&P 500 Value ETF 145285 145285 548 Shs of Vanguard Small Cap ETF 116905 116905 1,832 Shs of Vanguard Total Bono Market ETF 134744 134744 6,818.521 Shs of Washington Mutual Investors CL F2R 389474 389474 Land 67120 0 67120 67120 Buildings and Improvements 1854802 1421822 432980 432980 Land Improvements 96204 16874 79330 79330 Furniture and Equipment 51541 16215 35326 35326 Vehicles 20814 6946 13868 13868 Beneficial Interest in Perpetual Trusts 150919 167562 167562 Supplies 112190 0 0 112190 Insurance 55747 0 0 55747 Dues and Subscriptions 1732 0 0 1732 Office Expense 2839 0 0 2839 Miscellaneous Expenses 9786 0 0 9786 Resident Service Revenue 962594 962594 Unrealized Gain on Investments 383468 Increase in Beneficial Interest in Perpetual Trust 16643 Investment Fees 19867 19867 19867 0 Other Professional Fees 15338 0 15338 0 Service Provider Tax 56820 0 56820 0 Foreign Tax Withheld 0 326 326 0