Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
MARY A SWEENEY HOME
 
Number and street (or P.O. box number if mail is not delivered to street address)50 EAST PEARL STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NASHUA, NH03060
A Employer identification number

02-0312307
B Telephone number (see instructions)

(603) 889-2877
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$10,489,351J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 13 13 13
4 Dividends and interest from securities... 203,472 203,472 203,472
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 88,144
b Gross sales price for all assets on line 6a 2,758,157
7 Capital gain net income (from Part IV, line 2)... 88,144
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 95,469 0 95,469
12 Total. Add lines 1 through 11........ 387,098 291,629 298,954
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 124,090 0 62,045 62,045
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,632 0 0 5,632
c Other professional fees (attach schedule).... Click to see attachment 58,687 58,687 0 0
17 Interest............... 93 0 0 93
18 Taxes (attach schedule) (see instructions)... Click to see attachment 17,306 3,016 4,222 10,068
19 Depreciation (attach schedule) and depletion... Click to see attachment 44,191 0 40,822
20 Occupancy.............. 1,245 0 0 1,245
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 162,448 0 34,610 127,838
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 413,692 61,703 141,699 206,921
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 413,692 61,703 141,699 206,921
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -26,594
b Net investment income (if negative, enter -0-) 229,926
c Adjusted net income (if negative, enter -0-)... 157,255
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 5,218 11,529 11,529
2 Savings and temporary cash investments......... 358,462 547,486 547,486
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,934,479 Click to see attachment3,606,921 5,773,285
c Investments—corporate bonds (attach schedule)....... 3,049,976 Click to see attachment3,182,423 3,328,785
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet2,570,601
Less: accumulated depreciation (attach schedule) bullet1,742,335 851,618 Click to see attachment828,266 828,266
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,199,753 8,176,625 10,489,351
Liabilities 17 Accounts payable and accrued expenses.......... 1,497 4,963
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 1,497 4,963
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 8,198,256 8,171,662
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 8,198,256 8,171,662
30 Total liabilities and net assets/fund balances (see instructions). 8,199,753 8,176,625
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
8,198,256
2
Enter amount from Part I, line 27a .....................
2
-26,594
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,171,662
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,171,662
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CAMBRIDGE TRUST COMPANY P 2020-01-01 2020-12-31
b CAMBRIDGE TRUST COMPANY P 2000-01-01 2020-12-31
c CAMBRIDGE TRUST COMPANY P 2020-01-01 2020-12-31
d CAMBRIDGE TRUST COMPANY P 2000-01-01 2020-12-31
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 735,586   743,487 -7,901
b 1,703,557   1,634,017 69,540
c 57,069   58,766 -1,697
d 261,945   233,743 28,202
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -7,901
b       69,540
c       -1,697
d       28,202
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 88,144
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -9,598
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,196
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,196
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,196
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 6,640
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,640
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 1
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,443
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,443 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNONE
    14
    The books are in care ofbulletATTY MARTHA O'NEILL Telephone no.bullet (603) 883-3379

    Located atbullet53 EAST PEARL STREETNASHUANH ZIP+4bullet03060
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MARTHA E O'NEILL PRESIDENT
    0.00     		0 0 0
    53 EAST PEARL STREET
    NASHUA,NH03060
    AMY DUMONT TRUSTEE
    0.00     		0 0 0
    5 FAXON STREET
    NASHUA,NH03060
    BARBARA ALVES TRUSTEE, SECRETARY
    0.00     		0 0 0
    30 OLD COACH RD
    NASHUA,NH03062
    DOLORES BELLAVANCE TRUSTEE, VICE PRESIDENT
    0.00     		0 0 0
    3 DENISE STREET
    NASHUA,NH03063
    FATHER MICHAEL KERPER TRUSTEE
    0.00     		0 0 0
    29 SPRING ST
    NASHUA,NH03060
    LOREN DUBOIS TRUSTEE
    0.00     		0 0 0
    C/O ACORN FAMILY REALTY 5-7
    CONGRESS ST
    NASHUA,NH03062
    DAVID G FREDETTE TRUSTEE, TREASURER
    0.00     		0 0 0
    4 HENRY DAVID DR UNIT 408
    NASHUA,NH03062
    BRIAN RHODES TRUSTEE
    0.00     		0 0 0
    47 WOOD ST
    NASHUA,NH03064
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    8,361,580
    b
    Average of monthly cash balances.......................
    1b
    581,813
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,943,393
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    8,943,393
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    134,151
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,809,242
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    440,462
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    206,921
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    20,839
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    227,760
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    227,760
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$  
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
    1975-02-10
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
    0       0
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		227,760 289,254 301,170 279,478 1,097,662
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		227,760 289,254 301,170 279,478 1,097,662
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		293,641 286,659 274,957 265,044 1,120,301
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Total .................................bullet 3a 0
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 13  
    4 Dividends and interest from securities....     14 203,472  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        88,144
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aRESIDENT FEES     		623000     94,745  
    bWASHER/DRYER INCOME 623000     724  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 298,954 88,144
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    387,098
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11 INCOME IS DERIVED FROM INVESTMENTS, RESIDENT FEES AND WASHER/DRYER
    11 FEES. THE INCOME IS DISBURSED IN CONNECTION WITH THE OPERATION,
    11 MAINTENANCE AND ADMINISTRATION OF THE HOME. THE DISBURSEMENTS ARE
    11 MADE IN ACCORDANCE WITH THE GOVERNING INSTRUMENTS OF THE HOME.
    8 REALIZED GAINS ON SALE OF INVESTMENTS
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    MARY A SWEENEY HOME
    EIN:
    02-0312307
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 5,632 0 0 5,632

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    MARY A SWEENEY HOME
    EIN:
    02-0312307
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LAND-27 SPRING ST 1974-01-31 25,000   SL 5.000000000000 0 0 0  
    BUILDING-27 SPRING 1978-07-30 100,000 100,000 SL 33.000000000000 0 0 0  
    LAND-PEARL ST 1980-01-31 83,945   SL 5.000000000000 0 0 0  
    BUILDING ADDITION #1 1981-01-31 466,314 466,314 SL 33.000000000000 0 0 0  
    BUILDING ADDITION #2 1981-01-31 219,310 219,310 SL 33.000000000000 0 0 0  
    FENCE 1981-07-30 2,500 2,479 SL 10.000000000000 0 0 0  
    IMPROVEMENTS #1 1974-01-31 91,050 91,050 SL 15.000000000000 0 0 0  
    IMPROVEMENTS #2 1975-01-31 77,189 77,189 SL 15.000000000000 0 0 0  
    WINDOW IMPROVEMENTS 1977-07-30 2,608 2,608 SL 10.000000000000 0 0 0  
    FENCE 1985-07-01 425 425 SL 10.000000000000 0 0 0  
    HEATING SYSTEM 1986-07-16 60,904 60,904 SL 20.000000000000 0 0 0  
    IMPROVEMENTS 1988-08-01 30,184 30,184 SL 31.000000000000 0 0 0  
    HOT WATER SYSTEM 2000-03-07 12,150 8,745 SL 27.500000000000 442 0 442  
    TYPEWRITER #2 1979-07-30 199 199 SL 5.000000000000 0 0 0  
    APPLIANCES 1981-01-31 4,675 4,637 SL 10.000000000000 0 0 0  
    TV ANTENNA 1981-01-31 1,012 1,003 SL 10.000000000000 0 0 0  
    APPLIANCES #2 1981-07-30 7,764 7,764 SL 5.000000000000 0 0 0  
    WINDOWS 2000-03-15 23,824 17,146 SL 27.500000000000 866 0 866  
    BRONZE PLAQUE 1981-07-30 630 625 SL 10.000000000000 0 0 0  
    LIGHTING 1999-10-14 516 516 SL 7.000000000000 0 0 0  
    CARDTABLES-CHAIRS 1982-07-30 1,016 1,016 SL 10.000000000000 0 0 0  
    OFFICE FURNITURE 1981-07-30 222 219 SL 10.000000000000 0 0 0  
    SNOWBLOWER 1981-07-30 650 645 SL 10.000000000000 0 0 0  
    PICTURES 1981-07-30 110 110 SL 5.000000000000 0 0 0  
    FLOORING 1999-10-20 2,780 2,780 SL 7.000000000000 0 0 0  
    WINDOWS 2000-01-20 20,986 10,739 SL 39.000000000000 538 0 538  
    BOILER 1999-11-19 7,058 3,642 SL 39.000000000000 181 0 181  
    GAS BOILER 1988-08-01 3,356 3,356 SL 10.000000000000 0 0 0  
    CARPET 1999-11-30 1,857 1,857 SL 7.000000000000 0 0 0  
    BRONZE PLAQUE 1975-07-30 958 958 SL 10.000000000000 0 0 0  
    DOOR CLOSURES 1999-09-30 1,034 1,034 SL 7.000000000000 0 0 0  
    MISCELLANEOUS 1975-07-30 609 609 SL 10.000000000000 0 0 0  
    FILE CABINET 1976-07-30 78 78 SL 5.000000000000 0 0 0  
    FIRE ALARM 1999-11-04 514 514 SL 7.000000000000 0 0 0  
    MISCELLANEOUS #2 1977-07-30 400 400 SL 10.000000000000 0 0 0  
    HARVEST TABLE 1983-08-01 246 246 SL 10.000000000000 0 0 0  
    CARPETING 1983-08-15 952 952 SL 10.000000000000 0 0 0  
    AIR CONDITIONERS 1999-06-30 2,193 2,193 SL 7.000000000000 0 0 0  
    CABINETS 1987-07-30 5,132 5,090 SL 10.000000000000 0 0 0  
    AIR CONDITIONERS (7) 1989-05-01 1,915 1,915 SL 5.000000000000 0 0 0  
    APPLIANCES 1999-09-30 2,250 2,250 SL 5.000000000000 0 0 0  
    PLUMBING 1989-02-01 879 879 SL 5.000000000000 0 0 0  
    TILE FLOORING 1989-03-01 786 771 SL 31.000000000000 4 0 4  
    SIDEWALK IMPROVEMENS 1989-09-01 1,175 1,153 SL 31.000000000000 22 0 22  
    TILE FLOORING 1989-11-01 1,579 1,549 SL 31.000000000000 30 0 30  
    SNOWBLOWER 1990-12-01 1,500 1,500 SL 5.000000000000 0 0 0  
    CARPET 1990-08-01 786 786 SL 5.000000000000 0 0 0  
    NEW ROOF 1990-10-01 2,625 2,327 SL 33.000000000000 80 0 80  
    ELEVATOR IMPROVEMENT 1990-07-01 3,150 3,150 SL 10.000000000000 0 0 0  
    FAX MACHINE 1999-02-25 246 246 SL 5.000000000000 0 0 0  
    WASHER 1991-05-01 590 590 SL 5.000000000000 0 0 0  
    DRYER 1991-04-01 463 463 SL 5.000000000000 0 0 0  
    AIR CONDITIONER 1991-08-01 1,290 1,290 SL 5.000000000000 0 0 0  
    HVAC 1991-11-01 1,100 1,100 SL 10.000000000000 0 0 0  
    NEW ROOF 1991-12-01 13,660 11,625 SL 33.000000000000 414 0 414  
    NEW ROOF 1991-12-01 20,875 17,765 SL 33.000000000000 633 0 633  
    SPRINKLER 1993-08-11 21,845 14,773 SL 39.000000000000 560 0 560  
    CABLE TV WIRING 1993-08-09 2,747 1,857 SL 39.000000000000 70 0 70  
    DISHWASHER 1993-04-19 2,850 2,850 SL 7.000000000000 0 0 0  
    LAWN MOWER-HAMMER 1994-05-16 330 330 SL 7.000000000000 0 0 0  
    STOR CAB/TABLE/SHUTT 1994-11-28 314 314 SL 7.000000000000 0 0 0  
    J LAW HALL-2 A/CS 1994-08-18 664 664 SL 7.000000000000 0 0 0  
    NEW HEATER 1994-02-11 1,275 1,275 SL 15.000000000000 0 0 0  
    CHICK B.-RAIN DIVERT 1994-11-02 1,250 1,250 SL 15.000000000000 0 0 0  
    SIDEWALK REPAIR-CLEM 1994-11-14 4,275 4,275 SL 15.000000000000 0 0 0  
    SPR STR LIGHTING-STE 1994-12-06 2,990 1,920 SL 39.000000000000 77 0 77  
    MICRO,STOVE,FRIDGE 1994-11-30 649 649 SL 7.000000000000 0 0 0  
    AIR COND. CK #1594 1994-07-11 395 395 SL 7.000000000000 0 0 0  
    COMPUTER CK#1687 1994-10-03 1,845 1,845 SL 5.000000000000 0 0 0  
    FURNITURE - AVERYS 1994-07-01 348 348 SL 7.000000000000 0 0 0  
    GAS POWERED TRIMMER 1995-05-03 401 401 SL 7.000000000000 0 0 0  
    GLIDER 1995-03-17 345 345 SL 7.000000000000 0 0 0  
    COMPACTOR 1995-03-17 353 353 SL 7.000000000000 0 0 0  
    APPLIANCE - FLETCHER 1995-07-25 445 445 SL 7.000000000000 0 0 0  
    PKG.LOT EXP./LANDSC. 1995-07-11 4,086 4,086 SL 15.000000000000 0 0 0  
    HEAT/AIR COND.UNIT 1995-06-13 1,272 1,272 SL 15.000000000000 0 0 0  
    CARPETING - ROOM 1995-11-01 260 260 SL 15.000000000000 0 0 0  
    GRAB BARS 1995-10-03 1,780 1,780 SL 15.000000000000 0 0 0  
    2 REFRIGERATORS 1996-09-12 938 938 SL 7.000000000000 0 0 0  
    SUNROOM FURNITURE 1996-04-18 2,975 2,975 SL 7.000000000000 0 0 0  
    SUNRM.DRAPES/VAL/PAI 1996-06-24 2,810 2,810 SL 7.000000000000 0 0 0  
    WALKWAYS,LANDSCAPE 1996-07-11 8,825 8,825 SL 15.000000000000 0 0 0  
    GAZEBO 1996-05-14 5,500 5,500 SL 15.000000000000 0 0 0  
    INTERCOM SYSTEM 1996-04-22 942 942 SL 7.000000000000 0 0 0  
    TELEVISION-COMMUN.RM 1996-03-06 976 976 SL 7.000000000000 0 0 0  
    FANS-WINDOW 1996-06-13 683 683 SL 7.000000000000 0 0 0  
    SHED AND WIRING 1996-06-13 1,316 1,316 SL 15.000000000000 0 0 0  
    CEILING FANS 1996-06-26 816 816 SL 15.000000000000 0 0 0  
    COMMUNITY RM. IMPR. 1996-09-23 15,337 15,337 SL 15.000000000000 0 0 0  
    CLOCK-COMM.ROOM 1996-09-20 200 200 SL 7.000000000000 0 0 0  
    CORRIDOR WALLPAPER 1996-12-18 1,744 1,744 SL 15.000000000000 0 0 0  
    GRD.FLOOR CARPETING 1996-12-13 482 482 SL 15.000000000000 0 0 0  
    DIONNE RM. CABINETS 1996-12-06 3,000 3,000 SL 15.000000000000 0 0 0  
    DIONNE RM. CONSTR. 1996-12-19 17,306 12,105 SL 33.000000000000 524 0 524  
    WALLPAPER-GRD.FLOOR 1997-01-27 3,400 3,400 SL 15.000000000000 0 0 0  
    ARCHITECT 1996-12-19 11,984 8,383 SL 33.000000000000 363 0 363  
    DIONNE ROOM IMPR. 1997-10-06 58,384 47,149 SL 27.500000000000 2,123 0 2,123  
    TV CABINET 1997-04-30 1,118 1,118 SL 7.000000000000 0 0 0  
    3 OFFICE CHAIRS 1997-05-28 460 460 SL 7.000000000000 0 0 0  
    REFRIGERATOR 1997-10-29 550 550 SL 7.000000000000 0 0 0  
    FOLDING TABLE/CH-D.R 1998-01-06 7,429 7,429 SL 7.000000000000 0 0 0  
    OFFICE WINDOW 1997-08-22 2,435 1,982 SL 27.500000000000 89 0 89  
    DRAPES-DIONNE RM. 1997-03-14 888 888 SL 5.000000000000 0 0 0  
    COPY MACHINE 1998-12-01 2,242 2,242 SL 5.000000000000 0 0 0  
    CARPETING 1998-08-12 4,603 4,603 SL 5.000000000000 0 0 0  
    DOOR EQUIPMENT 1999-02-02 455 455 SL 7.000000000000 0 0 0  
    AIR CONDITIONERS 1999-07-14 210 210 SL 5.000000000000 0 0 0  
    REFRIDGERATORS 2000-03-21 900 900 SL 5.000000000000 0 0 0  
    3 WINDOW AIR CONDIT. 2000-06-19 720 720 SL 5.000000000000 0 0 0  
    REFRIDGERATOR 2000-06-26 470 470 SL 5.000000000000 0 0 0  
    AIR CONDITIONER 2000-08-08 1,152 1,152 SL 5.000000000000 0 0 0  
    FLOOR 2000-08-22 1,866 1,866 SL 5.000000000000 0 0 0  
    REFRIDGERATOR 2000-09-05 450 450 SL 5.000000000000 0 0 0  
    NEW ENTRANCE ROOF 2000-09-19 3,200 2,244 SL 27.500000000000 116 0 116  
    REFRIDGERATOR 2000-11-28 450 450 SL 5.000000000000 0 0 0  
    CARPETING 2000-12-06 3,682 3,682 SL 5.000000000000 0 0 0  
    EXIT LIGHTS 2001-01-23 3,755 3,755 SL 7.000000000000 0 0 0  
    CARPETING 2001-10-30 4,663 4,663 SL 5.000000000000 0 0 0  
    SPRINKLER 2001-02-12 963 963 SL 7.000000000000 0 0 0  
    RENOVATIONS 2001-06-30 24,629 16,606 SL 27.500000000000 896 0 896  
    WINDOWS 2001-06-30 39,531 26,653 SL 27.500000000000 1,437 0 1,437  
    APPLIANCES 2001-06-30 3,164 3,164 SL 5.000000000000 0 0 0  
    DRAINAGE SYSTEM 2001-11-14 18,048 11,895 SL 27.500000000000 656 0 656  
    RENOVATIONS 2003-01-31 35,848 15,235 SL 40.000000000000 896 0 896  
    SNOW BLOWER 2003-11-18 1,042 1,042 SL 10.000000000000 0 0 0  
    CABINETS IN 404 AND 304 2003-04-15 3,637 3,637 SL 10.000000000000 0 0 0  
    STOVES 404; 304 2003-07-15 835 835 SL 10.000000000000 0 0 0  
    DOOR HANDLES 2003-12-31 4,048 4,048 SL 10.000000000000 0 0 0  
    REFRIG 404, 304 2003-12-04 950 950 SL 10.000000000000 0 0 0  
    CABINETS409 2004-01-21 2,002 2,002 SL 10.000000000000 0 0 0  
    RENOVATIONS 2003-07-31 32,937 13,586 SL 40.000000000000 823 0 823  
    2 RANGES 2004-02-03 635 635 SL 10.000000000000 0 0 0  
    CAMERA / MONITORING EQUIPMENT 2004-04-27 7,849 7,849 SL 10.000000000000 0 0 0  
    2 SINKS 2004-05-02 239 239 SL 10.000000000000 0 0 0  
    APPLIANCES 2004-06-02 793 793 SL 10.000000000000 0 0 0  
    NEW SIDE DOOR WITH LOCKS 2004-06-02 1,155 1,155 SL 10.000000000000 0 0 0  
    CABINETS 2004-06-02 2,311 2,311 SL 10.000000000000 0 0 0  
    STOVE (202) 2004-07-07 305 305 SL 10.000000000000 0 0 0  
    RANGE/RANGEHOOD/AIR CONDITIONS (2) 2004-08-11 1,048 1,048 SL 10.000000000000 0 0 0  
    CABINETS 202 & 206 2004-08-11 1,628 1,628 SL 10.000000000000 0 0 0  
    CART 2004-08-11 135 135 SL 10.000000000000 0 0 0  
    CABINETS 201 2004-09-08 2,270 2,270 SL 10.000000000000 0 0 0  
    CABINET H/W 2004-10-08 179 179 SL 10.000000000000 0 0 0  
    CABINETS 203 2004-11-08 1,849 1,849 SL 10.000000000000 0 0 0  
    RANGE/HOOD 203 2004-11-16 380 380 SL 10.000000000000 0 0 0  
    FAUCET 2004-11-16 81 81 SL 10.000000000000 0 0 0  
    CABINETS 203 2004-11-30 2,008 2,008 SL 10.000000000000 0 0 0  
    LEASEHOLD IMPROVEMENTS 2004-06-30 21,090 8,216 SL 40.000000000000 527 0 527  
    ARCHITECTURAL DRAWINGS FOR IMPROVED SPACE 2005-01-07 3,705 1,390 SL 40.000000000000 93 0 93  
    DRYER 2005-02-01 579 579 SL 10.000000000000 0 0 0  
    REFRIGERATOR 2005-03-30 535 535 SL 10.000000000000 0 0 0  
    HEATER / AIR CONDITIONER 2005-04-26 1,771 1,771 SL 10.000000000000 0 0 0  
    FITUPS 107 2005-06-28 3,237 1,180 SL 40.000000000000 81 0 81  
    STOVE/RANGE HOOD 2005-07-26 688 688 SL 10.000000000000 0 0 0  
    FITUPS 406 2005-07-26 2,959 1,073 SL 40.000000000000 74 0 74  
    TABLE 2005-07-26 175 175 SL 10.000000000000 0 0 0  
    BOOKCASES 2005-08-16 290 290 SL 10.000000000000 0 0 0  
    SMOKE ALARMS 2005-08-02 898 898 SL 10.000000000000 0 0 0  
    RANGE HOOD 2005-09-07 50 50 SL 10.000000000000 0 0 0  
    CHAIR 2005-09-20 204 204 SL 10.000000000000 0 0 0  
    FITUPS 207 2005-11-20 1,737 615 SL 40.000000000000 43 0 43  
    2 STOVES 2005-11-15 818 818 SL 10.000000000000 0 0 0  
    SMOKE DETECTORS 2005-11-15 2,843 1,007 SL 40.000000000000 71 0 71  
    PHONE JACKS 2005-11-29 134 47 SL 40.000000000000 3 0 3  
    ELECTRICAL/LIGHTING UPDATES 2005-12-19 2,783 980 SL 40.000000000000 70 0 70  
    FAUCETS 2005-12-19 100 36 SL 40.000000000000 3 0 3  
    EXPANSION/IMPROVEMENTS 2005-12-24 41,310 14,545 SL 40.000000000000 1,033 0 1,033  
    OFFICE EXPANSION 2006-02-10 10,696 3,721 SL 40.000000000000 267 0 267  
    HEATER 2006-07-18 1,723 1,723 SL 10.000000000000 0 0 0  
    BRICK & MORTAR 2006-10-19 5,878 1,947 SL 40.000000000000 147 0 147  
    GRAB BARS 2006-10-19 2,150 712 SL 40.000000000000 54 0 54  
    SINKS 2007-01-03 2,403 2,403 SL 10.000000000000 0 0 0  
    REFRIGERATOR 2007-01-03 455 455 SL 10.000000000000 0 0 0  
    WATER VALVES 2007-01-29 1,842 1,842 SL 10.000000000000 0 0 0  
    18 SMOKE DETECTORS 2007-01-29 683 222 SL 40.000000000000 17 0 17  
    COMPUTER 2006-11-03 816 816 SL 10.000000000000 0 0 0  
    WATER HEATER 2006-02-27 803 803 SL 10.000000000000 0 0 0  
    HEATER 2006-03-14 641 641 SL 10.000000000000 0 0 0  
    NEW LIGHTING #202 2007-04-01 648 206 SL 40.000000000000 16 0 16  
    PLUMBING 2007-02-27 262 262 SL 10.000000000000 0 0 0  
    REFRIGERATOR #303 2007-04-10 475 475 SL 10.000000000000 0 0 0  
    REFRIGERATOR #301 2007-12-05 445 445 SL 10.000000000000 0 0 0  
    FAUCET 2007-05-01 530 530 SL 10.000000000000 0 0 0  
    TOILET #203 2007-06-05 448 448 SL 10.000000000000 0 0 0  
    DISHWASHER 2007-09-05 1,038 1,038 SL 10.000000000000 0 0 0  
    GRILL 2007-10-10 312 312 SL 10.000000000000 0 0 0  
    SHAMPOOER 2007-10-10 199 199 SL 10.000000000000 0 0 0  
    SPRINKLER UPDATE 2007-10-10 880 270 SL 40.000000000000 22 0 22  
    MOTION LIGHT 2007-10-16 246 246 SL 10.000000000000 0 0 0  
    NEW DRAINS 2007-12-26 709 215 SL 40.000000000000 18 0 18  
    HEATER RELOCATION 2007-01-15 420 137 SL 40.000000000000 11 0 11  
    ELECTRICAL UPDATE 2007-09-15 3,475 1,072 SL 40.000000000000 87 0 87  
    RANGE/HOOD #205 2008-01-15 393 393 SL 10.000000000000 0 0 0  
    CABINETS/CARPENTRY #205, CMN KITCHE & D FUNCTION ROOM 2008-01-08 5,578 1,673 SL 40.000000000000 139 0 139  
    APT 403 AND STORAGE AREA 2007-09-15 3,958 1,220 SL 40.000000000000 99 0 99  
    APPLIANCES APT 403 2008-11-15 870 870 SL 10.000000000000 0 0 0  
    ARCHITECTURE SERVICES 2008-11-04 1,488 1,488 SL 10.000000000000 0 0 0  
    CIRCUIT BREAKER PANEL AND NEW WIRING 2008-05-01 52,455 15,299 SL 40.000000000000 1,311 0 1,311  
    FITUP APT 403 2008-03-01 8,267 2,446 SL 40.000000000000 207 0 207  
    OUTGOING SECURE MAILBOX 2008-08-13 135 135 SL 10.000000000000 0 0 0  
    SECURITY SYSTEM CAMERA, LOCKS, FOB, AND OTHER COMPONENTS 2008-07-31 9,029 9,029 SL 10.000000000000 0 0 0  
    LAWN MOWER 2009-09-28 320 320 SL 10.000000000000 0 0 0  
    LEASEHOLD IMRPOVEMENTS 2009-06-30 7,788 2,061 SL 40.000000000000 195 0 195  
    TWO RANGES 2009-07-15 794 794 SL 10.000000000000 0 0 0  
    5 NEW SHUTOFF VALVES; MAIN SHUT OFF VALVES 2009-08-11 1,246 324 SL 40.000000000000 31 0 31  
    NEW HOT WATER PIPES 2009-04-14 913 246 SL 40.000000000000 23 0 23  
    TOILET 402 2009-11-24 628 628 SL 10.000000000000 0 0 0  
    NEW WIRING AND GROUND FAULD FOR FIRE BOX 2010-03-16 1,741 429 SL 40.000000000000 44 0 44  
    FLOORING/CARPETING 2010-08-01 4,895 1,152 SL 40.000000000000 122 0 122  
    RENOVATIONS 202, 401 208 2010-06-01 7,490 1,794 SL 40.000000000000 187 0 187  
    RANGE AND HOOD 405 2010-03-08 469 461 SL 10.000000000000 8 0 8  
    HEAT PUMP / AIR CONDITIONER 2010-04-12 630 614 SL 10.000000000000 16 0 16  
    CAMERA 2010-04-26 210 205 SL 10.000000000000 5 0 5  
    TV CABINET 2010-09-29 170 159 SL 10.000000000000 11 0 11  
    SHREDDER 2010-08-31 198 187 SL 10.000000000000 11 0 11  
    SINK INSTALL/NEW PIPES 2010-08-03 514 121 SL 40.000000000000 13 0 13  
    KITCHEN IMPROVEMENTS 2010-06-15 533 127 SL 40.000000000000 13 0 13  
    COPIER/FAX MACHINE 2010-08-31 160 151 SL 10.000000000000 9 0 9  
    TV 2010-09-09 899 839 SL 10.000000000000 60 0 60  
    IMPROVEMENTS APT #204 2011-11-15 7,002 5,718 SL 10.000000000000 700 0 700  
    IMPROVEMENTS APT #301 2011-12-05 8,186 6,617 SL 10.000000000000 819 0 819  
    ROOF RESSTRUCTURE 2011-08-23 14,851 3,125 SL 40.000000000000 371 0 371  
    WASHER/DRYER/STOVE/FRIG 2011-04-07 2,735 2,393 SL 10.000000000000 274 0 274  
    A/C 2011-08-02 1,234 1,038 SL 10.000000000000 123 0 123  
    HEATPUMP 2011-08-02 1,223 1,029 SL 10.000000000000 122 0 122  
    FRONT DOOR 2012-02-20 235 47 SL 40.000000000000 6 0 6  
    SHED W/ELECTRIC 2012-09-27 1,445 1,060 SL 10.000000000000 145 0 145  
    HEAT PUMP #107 2012-03-27 1,761 1,379 SL 10.000000000000 176 0 176  
    REFRIGERATOR 2012-11-06 549 394 SL 10.000000000000 55 0 55  
    REFRIGERATOR 2012-12-11 499 354 SL 10.000000000000 50 0 50  
    WINDOWS 2013-03-20 1,456 248 SL 40.000000000000 36 0 36  
    SECURITY CAMERA 2013-04-16 1,115 753 SL 10.000000000000 112 0 112  
    COMPUTER 2013-10-15 730 456 SL 10.000000000000 73 0 73  
    KITCHEN AND BATH #308 2013-02-26 778 134 SL 40.000000000000 19 0 19  
    FOB SYSTEM 2014-01-21 1,729 1,038 SL 10.000000000000 173 0 173  
    BUILDING SEAL 2014-01-28 4,759 714 SL 40.000000000000 119 0 119  
    CARPET CLEANER 2013-11-07 1,300 802 SL 10.000000000000 130 0 130  
    VACCUUM 2014-01-21 419 252 SL 10.000000000000 42 0 42  
    PERSONALIZED WELCOME MAT 2013-11-12 305 189 SL 10.000000000000 31 0 31  
    ROOF 2014-01-31 78,000 11,700 SL 40.000000000000 1,950 0 1,950  
    GUEST AND OFFICE CHAIRS 2013-11-01 580 358 SL 10.000000000000 58 0 58  
    REFRIDERATOR - 308 2014-07-01 509 280 SL 10.000000000000 51 0 51  
    REFRIGERATOR 107 2014-09-02 599 320 SL 10.000000000000 60 0 60  
    COMMERICAL WASHER 2014-09-02 1,049 560 SL 10.000000000000 105 0 105  
    REFRIGERATOR 2014-10-21 629 330 SL 10.000000000000 63 0 63  
    REFRIGERATOR 401 2015-01-06 509 255 SL 10.000000000000 51 0 51  
    ROOF REPLACEMENT 2014-07-22 3,826 526 SL 40.000000000000 96 0 96  
    LOCKING MECHANISM - FRONT DOOR 2014-05-06 983 557 SL 10.000000000000 98 0 98  
    NEW SHUT OFF VALVES 2014-05-20 793 449 SL 10.000000000000 79 0 79  
    AC UNITS 2014-09-16 2,078 1,109 SL 10.000000000000 208 0 208  
    FIRE PANEL 2014-10-15 2,500 1,313 SL 10.000000000000 250 0 250  
    PARTIAL NEW HEATING SYSTEM 2015-01-31 100,000 12,500 SL 40.000000000000 2,500 0 2,500  
    KITCHEN CABINETS 103/408 50% 2015-01-20 2,207 276 SL 40.000000000000 55 0 55  
    APPLIANCES #408 2015-02-03 1,226 603 SL 10.000000000000 123 0 123  
    HEATING SYSTEM 2015-08-01 139,039 15,352 SL 40.000000000000 3,476 0 3,476  
    CABINETS 2015-02-10 2,543 1,250 SL 10.000000000000 254 0 254  
    NEW TOILET 2015-04-21 1,320 627 SL 10.000000000000 132 0 132  
    STAIR LIFT MACHINES - ALL FOUR FLOORS 2016-07-19 14,000 4,900 SL 10.000000000000 1,400 0 1,400  
    FIXTURES, KITCHEN, BATH 109/307 2017-04-25 5,882 404 SL 40.000000000000 147 0 147  
    APPLIANCES 109/307 2017-05-23 2,554 681 SL 10.000000000000 255 0 255  
    SIGN 2017-11-28 2,589 561 SL 10.000000000000 259 0 259  
    ELEVATOR 2017-06-28 99,961 6,456 SL 40.000000000000 2,499 0 2,499  
    LAWN MOWER / SNOW BLOWER 2018-10-16 1,598 200 SL 10.000000000000 160 0 160  
    APPLIANCES 2018-01-09 1,188 238 SL 10.000000000000 119 0 119  
    HEATER 2018-01-16 1,236 248 SL 10.000000000000 124 0 124  
    HEATER 2018-02-20 1,378 264 SL 10.000000000000 138 0 138  
    APPLIANCES 2018-03-06 1,123 206 SL 10.000000000000 112 0 112  
    HEATERS 2018-05-08 1,825 305 SL 10.000000000000 183 0 183  
    FURNITURE 2018-05-08 1,514 252 SL 10.000000000000 151 0 151  
    WASHER 2018-06-12 959 152 SL 10.000000000000 96 0 96  
    SECURITY SYSTEM 2018-09-30 17,948 2,393 SL 10.000000000000 1,795 0 1,795  
    ENTRY WAY DOORS 2018-09-14 14,658 1,303 SL 15.000000000000 977 0 977  
    CARPET 2018-10-16 13,175 1,647 SL 10.000000000000 1,318 0 1,318  
    ENTRY WAY COMPLETION 2019-02-19 1,732 96 SL 15.000000000000 115 0 115  
    REFRIGERATORS/STOVE 2019-03-19 1,877 141 SL 10.000000000000 188 0 188  
    DRYER 2019-10-01 969   200DB 10.000000000000 0 0 97  
    STOVE/REFRIGERATOR (305) 2019-11-19 1,288   200DB 10.000000000000 0 0 129  
    STOVE/RANGE HOOD 2020-01-28 589   200DB 10.000000000000 589 0 54  
    PARKING LOT PLANS/SURVEYING 2020-12-31 16,850   SL 10.000000000000 0 0 0  
    COMPUTER 2020-07-07 3,400   200DB 5.000000000000 3,400 0 340  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    MARY A SWEENEY HOME
    EIN:
    02-0312307
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS AND OTHER FIXED INCOME 3,182,423 3,328,785

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    MARY A SWEENEY HOME
    EIN:
    02-0312307
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITIES 3,606,921 5,773,285

    TY 2020 LandEtcSchedule2
    Name:
    MARY A SWEENEY HOME
    EIN:
    02-0312307
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND-27 SPRING ST 25,000 0 25,000  
    BUILDING-27 SPRING 100,000 100,000 0  
    LAND-PEARL ST 83,945 0 83,945  
    BUILDING ADDITION #1 466,314 466,314 0  
    BUILDING ADDITION #2 219,310 219,310 0  
    FENCE 2,500 2,479 21  
    IMPROVEMENTS #1 91,050 91,050 0  
    IMPROVEMENTS #2 77,189 77,189 0  
    WINDOW IMPROVEMENTS 2,608 2,608 0  
    FENCE 425 425 0  
    HEATING SYSTEM 60,904 60,904 0  
    IMPROVEMENTS 30,184 30,184 0  
    HOT WATER SYSTEM 12,150 9,187 2,963  
    TYPEWRITER #2 199 199 0  
    APPLIANCES 4,675 4,637 38  
    TV ANTENNA 1,012 1,003 9  
    APPLIANCES #2 7,764 7,764 0  
    WINDOWS 23,824 18,012 5,812  
    BRONZE PLAQUE 630 625 5  
    LIGHTING 516 516 0  
    CARDTABLES-CHAIRS 1,016 1,016 0  
    OFFICE FURNITURE 222 219 3  
    SNOWBLOWER 650 645 5  
    PICTURES 110 110 0  
    FLOORING 2,780 2,780 0  
    WINDOWS 20,986 11,277 9,709  
    BOILER 7,058 3,823 3,235  
    GAS BOILER 3,356 3,356 0  
    CARPET 1,857 1,857 0  
    BRONZE PLAQUE 958 958 0  
    DOOR CLOSURES 1,034 1,034 0  
    MISCELLANEOUS 609 609 0  
    FILE CABINET 78 78 0  
    FIRE ALARM 514 514 0  
    MISCELLANEOUS #2 400 400 0  
    HARVEST TABLE 246 246 0  
    CARPETING 952 952 0  
    AIR CONDITIONERS 2,193 2,193 0  
    CABINETS 5,132 5,090 42  
    AIR CONDITIONERS (7) 1,915 1,915 0  
    APPLIANCES 2,250 2,250 0  
    PLUMBING 879 879 0  
    TILE FLOORING 786 775 11  
    SIDEWALK IMPROVEMENS 1,175 1,175 0  
    TILE FLOORING 1,579 1,579 0  
    SNOWBLOWER 1,500 1,500 0  
    CARPET 786 786 0  
    NEW ROOF 2,625 2,407 218  
    ELEVATOR IMPROVEMENT 3,150 3,150 0  
    FAX MACHINE 246 246 0  
    WASHER 590 590 0  
    DRYER 463 463 0  
    AIR CONDITIONER 1,290 1,290 0  
    HVAC 1,100 1,100 0  
    NEW ROOF 13,660 12,039 1,621  
    NEW ROOF 20,875 18,398 2,477  
    SPRINKLER 21,845 15,333 6,512  
    CABLE TV WIRING 2,747 1,927 820  
    DISHWASHER 2,850 2,850 0  
    LAWN MOWER-HAMMER 330 330 0  
    STOR CAB/TABLE/SHUTT 314 314 0  
    J LAW HALL-2 A/CS 664 664 0  
    NEW HEATER 1,275 1,275 0  
    CHICK B.-RAIN DIVERT 1,250 1,250 0  
    SIDEWALK REPAIR-CLEM 4,275 4,275 0  
    SPR STR LIGHTING-STE 2,990 1,997 993  
    MICRO,STOVE,FRIDGE 649 649 0  
    AIR COND. CK #1594 395 395 0  
    COMPUTER CK#1687 1,845 1,845 0  
    FURNITURE - AVERYS 348 348 0  
    GAS POWERED TRIMMER 401 401 0  
    GLIDER 345 345 0  
    COMPACTOR 353 353 0  
    APPLIANCE - FLETCHER 445 445 0  
    PKG.LOT EXP./LANDSC. 4,086 4,086 0  
    HEAT/AIR COND.UNIT 1,272 1,272 0  
    CARPETING - ROOM 260 260 0  
    GRAB BARS 1,780 1,780 0  
    2 REFRIGERATORS 938 938 0  
    SUNROOM FURNITURE 2,975 2,975 0  
    SUNRM.DRAPES/VAL/PAI 2,810 2,810 0  
    WALKWAYS,LANDSCAPE 8,825 8,825 0  
    GAZEBO 5,500 5,500 0  
    INTERCOM SYSTEM 942 942 0  
    TELEVISION-COMMUN.RM 976 976 0  
    FANS-WINDOW 683 683 0  
    SHED AND WIRING 1,316 1,316 0  
    CEILING FANS 816 816 0  
    COMMUNITY RM. IMPR. 15,337 15,337 0  
    CLOCK-COMM.ROOM 200 200 0  
    CORRIDOR WALLPAPER 1,744 1,744 0  
    GRD.FLOOR CARPETING 482 482 0  
    DIONNE RM. CABINETS 3,000 3,000 0  
    DIONNE RM. CONSTR. 17,306 12,629 4,677  
    WALLPAPER-GRD.FLOOR 3,400 3,400 0  
    ARCHITECT 11,984 8,746 3,238  
    DIONNE ROOM IMPR. 58,384 49,272 9,112  
    TV CABINET 1,118 1,118 0  
    3 OFFICE CHAIRS 460 460 0  
    REFRIGERATOR 550 550 0  
    FOLDING TABLE/CH-D.R 7,429 7,429 0  
    OFFICE WINDOW 2,435 2,071 364  
    DRAPES-DIONNE RM. 888 888 0  
    COPY MACHINE 2,242 2,242 0  
    CARPETING 4,603 4,603 0  
    DOOR EQUIPMENT 455 455 0  
    AIR CONDITIONERS 210 210 0  
    REFRIDGERATORS 900 900 0  
    3 WINDOW AIR CONDIT. 720 720 0  
    REFRIDGERATOR 470 470 0  
    AIR CONDITIONER 1,152 1,152 0  
    FLOOR 1,866 1,866 0  
    REFRIDGERATOR 450 450 0  
    NEW ENTRANCE ROOF 3,200 2,360 840  
    REFRIDGERATOR 450 450 0  
    CARPETING 3,682 3,682 0  
    EXIT LIGHTS 3,755 3,755 0  
    CARPETING 4,663 4,663 0  
    SPRINKLER 963 963 0  
    RENOVATIONS 24,629 17,502 7,127  
    WINDOWS 39,531 28,090 11,441  
    APPLIANCES 3,164 3,164 0  
    DRAINAGE SYSTEM 18,048 12,551 5,497  
    RENOVATIONS 35,848 16,131 19,717  
    SNOW BLOWER 1,042 1,042 0  
    CABINETS IN 404 AND 304 3,637 3,637 0  
    STOVES 404; 304 835 835 0  
    DOOR HANDLES 4,048 4,048 0  
    REFRIG 404, 304 950 950 0  
    CABINETS409 2,002 2,002 0  
    RENOVATIONS 32,937 14,409 18,528  
    2 RANGES 635 635 0  
    CAMERA / MONITORING EQUIPMENT 7,849 7,849 0  
    2 SINKS 239 239 0  
    APPLIANCES 793 793 0  
    NEW SIDE DOOR WITH LOCKS 1,155 1,155 0  
    CABINETS 2,311 2,311 0  
    STOVE (202) 305 305 0  
    RANGE/RANGEHOOD/AIR CONDITIONS (2) 1,048 1,048 0  
    CABINETS 202 & 206 1,628 1,628 0  
    CART 135 135 0  
    CABINETS 201 2,270 2,270 0  
    CABINET H/W 179 179 0  
    CABINETS 203 1,849 1,849 0  
    RANGE/HOOD 203 380 380 0  
    FAUCET 81 81 0  
    CABINETS 203 2,008 2,008 0  
    LEASEHOLD IMPROVEMENTS 21,090 8,743 12,347  
    ARCHITECTURAL DRAWINGS FOR IMPROVED SPACE 3,705 1,483 2,222  
    DRYER 579 579 0  
    REFRIGERATOR 535 535 0  
    HEATER / AIR CONDITIONER 1,771 1,771 0  
    FITUPS 107 3,237 1,261 1,976  
    STOVE/RANGE HOOD 688 688 0  
    FITUPS 406 2,959 1,147 1,812  
    TABLE 175 175 0  
    BOOKCASES 290 290 0  
    SMOKE ALARMS 898 898 0  
    RANGE HOOD 50 50 0  
    CHAIR 204 204 0  
    FITUPS 207 1,737 658 1,079  
    2 STOVES 818 818 0  
    SMOKE DETECTORS 2,843 1,078 1,765  
    PHONE JACKS 134 50 84  
    ELECTRICAL/LIGHTING UPDATES 2,783 1,050 1,733  
    FAUCETS 100 39 61  
    EXPANSION/IMPROVEMENTS 41,310 15,578 25,732  
    OFFICE EXPANSION 10,696 3,988 6,708  
    HEATER 1,723 1,723 0  
    BRICK & MORTAR 5,878 2,094 3,784  
    GRAB BARS 2,150 766 1,384  
    SINKS 2,403 2,403 0  
    REFRIGERATOR 455 455 0  
    WATER VALVES 1,842 1,842 0  
    18 SMOKE DETECTORS 683 239 444  
    COMPUTER 816 816 0  
    WATER HEATER 803 803 0  
    HEATER 641 641 0  
    NEW LIGHTING #202 648 222 426  
    PLUMBING 262 262 0  
    REFRIGERATOR #303 475 475 0  
    REFRIGERATOR #301 445 445 0  
    FAUCET 530 530 0  
    TOILET #203 448 448 0  
    DISHWASHER 1,038 1,038 0  
    GRILL 312 312 0  
    SHAMPOOER 199 199 0  
    SPRINKLER UPDATE 880 292 588  
    MOTION LIGHT 246 246 0  
    NEW DRAINS 709 233 476  
    HEATER RELOCATION 420 148 272  
    ELECTRICAL UPDATE 3,475 1,159 2,316  
    RANGE/HOOD #205 393 393 0  
    CABINETS/CARPENTRY #205, CMN KITCHE & D FUNCTION ROOM 5,578 1,812 3,766  
    APT 403 AND STORAGE AREA 3,958 1,319 2,639  
    APPLIANCES APT 403 870 870 0  
    ARCHITECTURE SERVICES 1,488 1,488 0  
    CIRCUIT BREAKER PANEL AND NEW WIRING 52,455 16,610 35,845  
    FITUP APT 403 8,267 2,653 5,614  
    OUTGOING SECURE MAILBOX 135 135 0  
    SECURITY SYSTEM CAMERA, LOCKS, FOB, AND OTHER COMPONENTS 9,029 9,029 0  
    LAWN MOWER 320 320 0  
    LEASEHOLD IMRPOVEMENTS 7,788 2,256 5,532  
    TWO RANGES 794 794 0  
    5 NEW SHUTOFF VALVES; MAIN SHUT OFF VALVES 1,246 355 891  
    NEW HOT WATER PIPES 913 269 644  
    TOILET 402 628 628 0  
    NEW WIRING AND GROUND FAULD FOR FIRE BOX 1,741 473 1,268  
    FLOORING/CARPETING 4,895 1,274 3,621  
    RENOVATIONS 202, 401 208 7,490 1,981 5,509  
    RANGE AND HOOD 405 469 469 0  
    HEAT PUMP / AIR CONDITIONER 630 630 0  
    CAMERA 210 210 0  
    TV CABINET 170 170 0  
    SHREDDER 198 198 0  
    SINK INSTALL/NEW PIPES 514 134 380  
    KITCHEN IMPROVEMENTS 533 140 393  
    COPIER/FAX MACHINE 160 160 0  
    TV 899 899 0  
    IMPROVEMENTS APT #204 7,002 6,418 584  
    IMPROVEMENTS APT #301 8,186 7,436 750  
    ROOF RESSTRUCTURE 14,851 3,496 11,355  
    WASHER/DRYER/STOVE/FRIG 2,735 2,667 68  
    A/C 1,234 1,161 73  
    HEATPUMP 1,223 1,151 72  
    FRONT DOOR 235 53 182  
    SHED W/ELECTRIC 1,445 1,205 240  
    HEAT PUMP #107 1,761 1,555 206  
    REFRIGERATOR 549 449 100  
    REFRIGERATOR 499 404 95  
    WINDOWS 1,456 284 1,172  
    SECURITY CAMERA 1,115 865 250  
    COMPUTER 730 529 201  
    KITCHEN AND BATH #308 778 153 625  
    FOB SYSTEM 1,729 1,211 518  
    BUILDING SEAL 4,759 833 3,926  
    CARPET CLEANER 1,300 932 368  
    VACCUUM 419 294 125  
    PERSONALIZED WELCOME MAT 305 220 85  
    ROOF 78,000 13,650 64,350  
    GUEST AND OFFICE CHAIRS 580 416 164  
    REFRIDERATOR - 308 509 331 178  
    REFRIGERATOR 107 599 380 219  
    COMMERICAL WASHER 1,049 665 384  
    REFRIGERATOR 629 393 236  
    REFRIGERATOR 401 509 306 203  
    ROOF REPLACEMENT 3,826 622 3,204  
    LOCKING MECHANISM - FRONT DOOR 983 655 328  
    NEW SHUT OFF VALVES 793 528 265  
    AC UNITS 2,078 1,317 761  
    FIRE PANEL 2,500 1,563 937  
    PARTIAL NEW HEATING SYSTEM 100,000 15,000 85,000  
    KITCHEN CABINETS 103/408 50% 2,207 331 1,876  
    APPLIANCES #408 1,226 726 500  
    HEATING SYSTEM 139,039 18,828 120,211  
    CABINETS 2,543 1,504 1,039  
    NEW TOILET 1,320 759 561  
    STAIR LIFT MACHINES - ALL FOUR FLOORS 14,000 6,300 7,700  
    FIXTURES, KITCHEN, BATH 109/307 5,882 551 5,331  
    APPLIANCES 109/307 2,554 936 1,618  
    SIGN 2,589 820 1,769  
    ELEVATOR 99,961 8,955 91,006  
    LAWN MOWER / SNOW BLOWER 1,598 360 1,238  
    APPLIANCES 1,188 357 831  
    HEATER 1,236 372 864  
    HEATER 1,378 402 976  
    APPLIANCES 1,123 318 805  
    HEATERS 1,825 488 1,337  
    FURNITURE 1,514 403 1,111  
    WASHER 959 248 711  
    SECURITY SYSTEM 17,948 4,188 13,760  
    ENTRY WAY DOORS 14,658 2,280 12,378  
    CARPET 13,175 2,965 10,210  
    ENTRY WAY COMPLETION 1,732 211 1,521  
    REFRIGERATORS/STOVE 1,877 329 1,548  
    DRYER 969 969 0  
    STOVE/REFRIGERATOR (305) 1,288 1,288 0  
    STOVE/RANGE HOOD 589 589 0  
    PARKING LOT PLANS/SURVEYING 16,850 0 16,850  
    COMPUTER 3,400 3,400 0  


    TY 2020 OtherExpensesSchedule
    Name:
    MARY A SWEENEY HOME
    EIN:
    02-0312307
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ELEVATOR EXPENSES 4,543 0 0 4,543
    HOUSE SUPPLIES 2,391 0 0 2,391
    INSURANCE 54,776 0 27,388 27,388
    EMERGENCY RESPONSE SYSTEM 11,532 0 0 11,532
    OFFICE SUPPLIES AND EXPENSE 3,995 0 3,995 0
    SOCIAL EVENTS 4,221 0 0 4,221
    TELEPHONE 1,975 0 1,975 0
    CABLE TELEVISION 13,044 0 0 13,044
    ELECTRICITY 30,396 0 0 30,396
    REPAIRS AND MAINTENANCE 13,140 0 0 13,140
    UTILITIES 18,488 0 0 18,488
    ADVERTISING 1,252 0 1,252 0
    MISCELLANEOUS 2,695 0 0 2,695


    TY 2020 OtherIncomeSchedule2
    Name:
    MARY A SWEENEY HOME
    EIN:
    02-0312307
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RESIDENT FEES 94,745   94,745
    WASHER/DRYER INCOME 724   724


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    MARY A SWEENEY HOME
    EIN:
    02-0312307
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CAMBRIDGE TRUST 58,687 58,687 0 0


    TY 2020 TaxesSchedule
    Name:
    MARY A SWEENEY HOME
    EIN:
    02-0312307
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 8,444 0 4,222 4,222
    FEDERAL EXCISE TAXES 5,771 0 0 5,771
    FOREIGN TAXES PAID 3,016 3,016 0 0
    STATE FEES 75 0 0 75