2025-01-14T12:52:58-06:00 2024-06-30 203690847 OTIS ATWELL 324 GANNETT DRIVE SOUTH PORTLAND ME 04106 990PF 2023-07-01 010213987 WARDWELL HOME FOR THE AGING INC WARD 2072847061 43 MIDDLE STREET SACO ME 04072 KIMBERLY BOISVERT EXECUTIVE DIRECTOR 2072847061 2025-01-14 1 GREGORY GEISSER P01216187 2077801100 2023 2024-10-15 13:58:12Z X 12286776 X 24598 X 11280 11280 11280 255073 255073 255073 207366 1141877 207366 207366 1605281 0 1605281 2103598 473719 2079000 91718 0 91718 0 750128 20000 730128 92722 124472 2957 121515 13709 25422 12711 12711 1434 35017 0 35017 3951 32967 0 32967 3719 153985 0 153985 565323 45816 519507 58548 1779032 81484 1697548 174083 1200 1200 1780232 81484 1697548 175283 323366 392235 381452 340133 439186 439186 752534 720139 720139 7353 7353 7353 16624 18022 18022 2547645 2497198 2497198 1568861 1910733 1910733 654200 654200 654200 8084382 4042699 4166874 4041683 4041683 1822610 1998262 1998262 11869481 12286776 12286776 2665 1535552 1430891 68242 77261 1606459 1508152 X 8541716 9010364 1721306 1768260 10263022 10778624 11869481 12286776 10263022 323366 215117 10801505 22881 10778624 PUBLICLY TRADED SECURITIES P 1141877 934511 207366 207366 207366 207366 X 1986-10-09 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 1 N/A KIMBERLY BOISVERT 2072847061 43 MIDDLE STREET SACO ME 04072 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KEVIN R ROBERT 43 MIDDLE STREET SACO ME 04072 DIRECTOR 2.00 0 0 0 LISA MORIN 43 MIDDLE STREET SACO ME 04072 DIRECTOR 2.00 0 0 0 DANA LANE 43 MIDDLE STREET SACO ME 04072 TREASURER 2.00 0 0 0 ERIC COTE 43 MIDDLE STREET SACO ME 04072 DIRECTOR 2.00 0 0 0 DANIEL BASTARCHE 43 MIDDLE STREET SACO ME 04072 DIRECTOR 2.00 0 0 0 RENEE O'NEIL 43 MIDDLE STREET SACO ME 04072 DIRECTOR 2.00 0 0 0 KIMBERLY D BOISVERT 43 MIDDLE STREET SACO ME 04072 EXECUTIVE DIRECTOR 40.00 91718 0 0 THEO CIAMPA 43 MIDDLE STREET SACO ME 04072 SECRETARY 2.00 0 0 0 JOHN BROCKINGTON 43 MIDDLE STREET SACO ME 04072 PRESIDENT 2.00 0 0 0 CHRISTINE GUAY 43 MIDDLE STREET SACO ME 04072 VICE PRESIDENT 2.00 0 0 0 MARY DANIS 43 MIDDLE STREET SACO ME 04072 DIRECTOR 2.00 0 0 0 ROLAND MICHAUD 43 MIDDLE STREET SACO ME 04072 ASST TREASURER 2.00 0 0 0 MEGHAN BRISTOL 43 MIDDLE STREET SACO ME 04072 FINANCE DIRECTOR 15.00 40305 0 0 NONE 0 NONE 0 PROVIDING HOUSING AND RESIDENTIAL SERVICES FOR THE ELDERLY. 1697547 0 4262219 1125996 0 5388215 0 0 5388215 80823 5307392 265370 X 175283 0 175283 1986-10-09 X 265370 2645 21892 250558 540465 225565 2248 18608 212974 459395 175283 3843 41553 81364 302043 0 0 0 0 0 175283 3843 41553 81364 302043 0 0 176913 170573 174097 167039 688622 0 0 0 0 X VARIOUS LOCAL CHARITABLE ORGANIZATIONS VARIOUS SACO ME 04072 NONE CHARITABLE ACTIVITIES 1200 1200 0 RENTS FROM WARDWELL HOME 1603436 14 11280 14 255073 180000 207366 MISCELLANEOUS INCOME 01 1845 207366 266353 1605281 2079000 1A RENTAL INCOME: REAL ESTATE WAS ACQUIRED FOR THE PURPOSE OF PROVID- ING HOUSING FOR THE ELDERLY. 11A MISCELLANEOUS INCOME IS USED TO OFFSET ELDERLY HOUSING COSTS. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 25422 12711 12711 1434 LOAN FINANCING FEES 2005-07-01 13798 9122 84.000000000000 531 0 531 9653 FIXED ASSETS 2010-06-30 4000059 2958823 20.000000000000 54712 0 54712 EQUIPMENT 2009-01-15 7794 7381 10.000000000000 0 0 0 BUILDING IMPROVEMENTS 2010-06-30 167325 35210 40.000000000000 2232 0 2232 BUILDING IMPROVEMENTS 2011-01-01 77899 38714 20.000000000000 3057 0 3057 FIXED ASSETS 2011-01-01 5847 5847 10.000000000000 0 0 0 BUILDING 2012-02-24 1654739 513682 20.000000000000 45320 0 45320 BUILDING IMPROVEMENTS 2012-04-23 9600 6209 20.000000000000 384 0 384 LAND IMROVEMENTS 2012-02-28 7240 4997 26.000000000000 0 0 0 FURNISHINGS & EQUIPMENT 2012-03-07 2018 2018 20.000000000000 0 0 0 LAND 2012-02-24 132150 0.000000000000 0 0 0 LAND 2010-06-30 906842 0.000000000000 0 0 0 LAND 2010-06-30 20740 0.000000000000 0 0 0 FURNISHINGS & EQUIPMENT 2011-07-25 26516 26516 10.000000000000 0 0 0 FURNISHINGS & EQUIPMENT 2013-01-01 21689 19872 10.000000000000 911 0 911 FENCE 2013-04-12 6670 4557 15.000000000000 445 0 445 BUILDING IMPROVEMENTS 2012-07-02 29814 8732 40.000000000000 800 0 800 FURNISHINGS & EQUIPMENT 2014-01-01 4787 4588 10.000000000000 199 0 0 LAND IMROVEMENTS 2014-01-01 3820 3164 15.000000000000 389 0 389 BUILDING IMPROVEMENTS 2014-01-01 54835 26180 20.000000000000 2742 0 2742 LAND - 54 FREE STREET 2010-07-16 45900 0.000000000000 0 0 0 LAND - OAKS 2013-07-01 113821 0.000000000000 0 0 0 FURNISHINGS & EQUIPMENT 2015-01-01 28960 18439 10.000000000000 2122 0 2122 LAND IMROVEMENTS 2015-01-01 17198 7308 15.000000000000 860 0 860 BUILDING IMPROVEMENTS 2015-01-01 36577 15770 20.000000000000 1830 0 1830 FURNISHINGS & EQUIPMENT 2016-01-01 7828 4883 10.000000000000 602 0 602 LAND IMROVEMENTS 2016-01-01 2737 1398 15.000000000000 182 0 182 BUILDING IMPROVEMENTS 2016-01-01 52908 26396 20.000000000000 3931 0 3931 FURNISHINGS & EQUIPMENT 2017-01-01 5833 3779 10.000000000000 584 0 584 LAND IMROVEMENTS 2017-01-01 5981 2616 15.000000000000 399 0 399 BUILDING IMPROVEMENTS 2017-01-01 65313 16369 20.000000000000 2160 0 2160 FURNISHINGS & EQUIPMENT 2018-01-01 57537 28223 10.000000000000 5367 0 5367 BUILDING IMPROVEMENTS 2018-01-01 71884 19271 20.000000000000 3594 0 3594 LAND 2017-01-01 133744 0.000000000000 0 0 0 FURNISHINGS & EQUIPMENT 2019-01-01 32495 18573 10.000000000000 4240 0 4240 LAND IMROVEMENTS 2019-01-01 22542 7086 15.000000000000 1502 0 1502 BUILDING IMPROVEMENTS 2019-01-01 32285 5839 20.000000000000 1337 0 1337 FURNISHINGS & EQUIPMENT 2020-01-01 69590 23407 10.000000000000 6677 0 6677 BUILDING IMPROVEMENTS 2020-01-01 8888 1703 20.000000000000 445 0 445 BUILDING IMPROVEMENTS 2020-01-01 6484 1069 40.000000000000 324 0 324 BUILDING IMPROVEMENTS 2021-01-01 36923 4710 ADS 20.000000000000 1846 0 1846 FURNISHINGS & EQUIPMENT 2021-01-01 7403 1684 ADS 10.000000000000 640 0 640 FURNISHINGS & EQUIPMENT 2022-01-01 19115 3259 ADS 10.000000000000 1910 0 1910 LAND IMPROVEMENTS 2023-01-01 10350 460 ADS 15.000000000000 690 0 690 EQUIPMENT 2023-01-01 8579 329 ADS 10.000000000000 857 0 857 FURNISHINGS & EQUIPMENT 2024-01-01 29325 ADS 10.000000000000 695 0 695 VARIOUS CORPORATE BONDS 1910733 1910733 VARIOUS CORPORATE STOCK 2497198 2497198 INVESTMENT IN OTHER ENTITIES AT COST 654200 654200 FIXED ASSETS 4000059 3013535 986524 EQUIPMENT 7794 7381 413 BUILDING IMPROVEMENTS 167325 37442 129883 BUILDING IMPROVEMENTS 77899 41771 36128 FIXED ASSETS 5847 5847 0 BUILDING 1654739 559002 1095737 BUILDING IMPROVEMENTS 9600 6593 3007 LAND IMROVEMENTS 7240 4997 2243 FURNISHINGS & EQUIPMENT 2018 2018 0 LAND 132150 0 132150 LAND 906842 0 906842 LAND 20740 0 20740 LOAN FINANCING FEES 13798 9653 4145 FURNISHINGS & EQUIPMENT 26516 26516 0 FURNISHINGS & EQUIPMENT 21689 20783 906 FENCE 6670 5002 1668 BUILDING IMPROVEMENTS 29814 9532 20282 FURNISHINGS & EQUIPMENT 4787 4787 0 LAND IMROVEMENTS 3820 3553 267 BUILDING IMPROVEMENTS 54835 28922 25913 LAND - 54 FREE STREET 45900 0 45900 LAND - OAKS 113821 0 113821 FURNISHINGS & EQUIPMENT 28960 20561 8399 LAND IMROVEMENTS 17198 8168 9030 BUILDING IMPROVEMENTS 36577 17600 18977 FURNISHINGS & EQUIPMENT 7828 5485 2343 LAND IMROVEMENTS 2737 1580 1157 BUILDING IMPROVEMENTS 52908 30327 22581 FURNISHINGS & EQUIPMENT 5833 4363 1470 LAND IMROVEMENTS 5981 3015 2966 BUILDING IMPROVEMENTS 65313 18529 46784 FURNISHINGS & EQUIPMENT 57537 33590 23947 BUILDING IMPROVEMENTS 71884 22865 49019 LAND 133744 0 133744 FURNISHINGS & EQUIPMENT 32495 22813 9682 LAND IMROVEMENTS 22542 8588 13954 BUILDING IMPROVEMENTS 32285 7176 25109 FURNISHINGS & EQUIPMENT 69590 30084 39506 BUILDING IMPROVEMENTS 8888 2148 6740 BUILDING IMPROVEMENTS 6484 1393 5091 BUILDING IMPROVEMENTS 36923 6556 30367 FURNISHINGS & EQUIPMENT 7403 2324 5079 FURNISHINGS & EQUIPMENT 19115 5169 13946 LAND IMPROVEMENTS 10350 1150 9200 EQUIPMENT 8579 1186 7393 FURNISHINGS & EQUIPMENT 29325 695 28630 ORIGINATION FEE, NET OF AMORTIZATION 4239 3708 3708 FOGG MEMORIAL HOME FUND 1768262 1903352 1903352 DUE FROM RELATED PARTIES 50109 25952 25952 CONSTRUCTION IN PROGRESS 65250 65250 NET ASSETS RELEASED FROM RESTRICTIONS 22881 ADMINISTRATION 12965 0 12965 1463 EXTERMINATOR 1716 0 1716 194 FIRE SAFETY & SECURITY 7304 0 7304 824 FOOD SERVICE 64898 0 64898 7322 GROUNDS MAINTENANCE 18367 0 18367 2072 INSURANCE 41262 0 41262 4655 MANAGEMENT FEES 53160 0 53160 5996 MISCELLANEOUS 25187 0 25187 2840 OTHER RESIDENT SERVICES 20780 0 20780 2344 PAYROLL FEES 10499 249 10250 1156 REPAIRS & MAINETENANCE 79504 0 79504 8970 RUBBISH & SNOW REMOVAL 17969 0 17969 2027 TRUST MANAGEMENT FEES 45567 45567 0 0 UTILITIES 162458 0 162458 18329 ADVERTISING 3156 0 3156 356 AMORTIZATION 531 0 531 0 RENTS FROM WARDWELL HOME 1603436 1603436 MISCELLANEOUS INCOME 1845 1845 UNREALIZED GAINS ON INVESTMENTS AND DISTRIBUTIONS 215117 SECURITY DEPOSITS 68242 75263 DUE TO RELATED PARTY 0 1998 REAL ESTATE TAXES 32967 0 32967 3719