Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
WENTWORTH HOME FOR THE AGED
 
Number and street (or P.O. box number if mail is not delivered to street address)795 CENTRAL AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DOVER, NH03820
A Employer identification number

02-0223354
B Telephone number (see instructions)

(603) 742-3203
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,945,425J 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) 699,215
2 Check right arrow.............
3 Interest on savings and temporary cash investments 46,832 46,832 46,832
4 Dividends and interest from securities... 82,202 82,202 82,202
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -2,423
b Gross sales price for all assets on line 6a 345,589
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
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
List of Attached Documents:
// Content
1,442,522 46,336 1,442,522
12 Total. Add lines 1 through 11........ 2,268,348 175,370 1,571,556
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 1,212,595     1,099,057
15 Pension plans, employee benefits....... 212,016   39,223 172,793
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,607 11,607 11,607  
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
347,943 347,943 347,943  
17 Interest............... 9,126   9,126  
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
992 992 992  
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
122,869    
20 Occupancy.............. 145,372   87,223 58,149
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
248,087   89,286 158,801
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,310,607 360,542 585,400 1,488,800
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 2,310,607 360,542 585,400 1,488,800
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -42,259
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 986,156
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 26,149 95,782 95,782
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment
List of Attached Documents:
// Content
1,181,541 		1,185,035
b Investments—corporate stock (attach schedule)....... 215,987 Click to see attachment
List of Attached Documents:
// Content
1,419,209 		1,568,909
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,363,162 Click to see attachment
List of Attached Documents:
// Content
1,035,635 		1,080,625
14 Land, buildings, and equipment: basis right arrow4,461,191
Less: accumulated depreciation (attach schedule) right arrow2,206,282 2,333,961 Click to see attachment
List of Attached Documents:
// Content
2,254,909 		4,015,074
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,939,259 5,987,076 7,945,425
Liabilities 17 Accounts payable and accrued expenses..........    
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
136,348 		Click to see attachment
List of Attached Documents:
// Content
226,424
23 Total liabilities (add lines 17 through 22)......... 136,348 226,424
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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 5,802,911 5,760,652
29 Total net assets or fund balances (see instructions)..... 5,802,911 5,760,652
30 Total liabilities and net assets/fund balances (see instructions). 5,939,259 5,987,076
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
5,802,911
2
Enter amount from Part I, line 27a .....................
2
-42,259
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,760,652
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,760,652
Form 990-PF (2023)
Form 990-PF (2023)
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 CO SHORT TERM SALES P    
b
c
d
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 344,865   348,012 -3,147
b
c
d
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       -3,147
b
c
d
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 -2,423
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  
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter: 1987-06-11(attach copy of letter if necessary–see instructions) 1 N/A
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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  
3 Add lines 1 and 2........................... 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5  
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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
 
 
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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
Yes
 
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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNH
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
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 addressright arrowWWW.WENTWORTHHOME.ORG
14
The books are in care ofright arrowKIRSTIN SWANSON Telephone no.right arrow (603) 742-3203

Located atright arrow32 CUSHING STREETDOVERNH ZIP+4right arrow03820
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
GUY EATON PRESIDENT
1.00 		0 0 0
65 MT VERNON STREET
DOVER,NH03820
ANDY GALT VICE PRES
1.00 		0 0 0
48 PROSPECT STREET
DOVER,NH03820
JONATHAN WEST TREASURER
1.00 		0 0 0
4 WEST MEADOWS LANE
BERWICK,ME03901
SHEILA WOLLEY TRUSTEE
1.00 		0 0 0
77 RIVER ROAD
ROLLINSFORD,NH03869
THOMAS DUNNINGTON TRUSTEE
1.00 		0 0 0
230 WASHINGTON STREET
DOVER,NH03820
INGO ROMER TRUSTEE
1.00 		0 0 0
40 CEDAR POINT ROAD
DURHAM,NH03824
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
KIRSTIN SWANSON ADMINISTRATO
40.00 		113,538    
32 CUSHING STREET
DOVER,NH03820
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow  
Part VIII-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 OPERATION OF SHELTERED CARE FACILITY WITH NURSING UNIT 1,488,800
2  
3  
4  
Part VIII-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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
1,237,882
b
Average of monthly cash balances.......................
1b
1,491,057
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,728,939
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
2,728,939
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
40,934
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,688,005
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
134,400
Part X
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 IX, line 6..................
1
 
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
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 XII, line 1 ...
7
 
Part XI
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
1,488,800
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
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 XII, line 4. .......
4
1,488,800
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,488,800
a Applied to 2022, 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 2023 distributable amount.....  
e Remaining amount distributed out of corpus 1,488,800
5 Excess distributions carryover applied to 2023.    
(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 1,488,800
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		 
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
1973-09-04
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
134,400 170,175 198,965 193,004 696,544
b 85% (0.85) of line 2a ......... 114,240 144,649 169,120 164,053 592,062
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		1,488,800 1,439,813 1,466,091 1,489,082 5,883,786
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		1,488,800 1,439,813 1,466,091 1,489,082 5,883,786
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 IX, line 6 for each year listed .. 		89,600 113,450 132,643 128,669 464,362
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 XIV
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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 .................................right arrow 3a  
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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
aRESIDENT FEES     23 1,396,186  
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 46,832  
4 Dividends and interest from securities ....     14 82,202  
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 .....         46,336
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 -2,423  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,522,797 46,336
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,569,133
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
7 USED TO PAY OPERATING EXPENSES OF HOME
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
WENTWORTH HOME FOR THE AGED
 
Employer identification number

02-0223354
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
WENTWORTH HOME FOR THE AGED
  		Employer identification number
02-0223354
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ETTA SHAW TRUST
875 ELM STREET
 
MANCHESTER, NH03101

$ 46,029


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
WENTWORTH HOME FOR THE AGED
  		Employer identification number

02-0223354
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
WENTWORTH HOME FOR THE AGED
  		Employer identification number

02-0223354
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
WENTWORTH HOME FOR THE AGED
EIN:
02-0223354
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 11,607 11,607 11,607  

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

TY 2023 DepreciationSchedule
Name:
WENTWORTH HOME FOR THE AGED
EIN:
02-0223354
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
BUILDING 1958-01-01 155,984 155,984 S/L 50.0000        
BUILDING RENOVATION 1974-09-01 7,892 7,892 S/L 30.0000        
PLUMBING 1976-07-01 1,179 1,179 S/L 15.0000        
ROOFING 1976-08-01 2,730 2,730 S/L 15.0000        
ROOFING 1979-06-01 1,250 1,250 S/L 12.0000        
ROOFING 1980-04-01 2,383 2,383 S/L 12.0000        
RAILING & STAIRS 1980-05-01 500 500 S/L 12.0000        
RENOVATIONS 1981-01-01 2,957 2,957 S/L 12.0000        
OIL BURNER 1981-04-01 3,393 3,393 S/L 10.0000        
6 FIREMARK DOORS 1981-07-01 3,215 3,215 S/L 12.0000        
ENTRANCE 1981-11-01 6,532 6,380   15.0000        
RENOVATIONS - REWIRING 1982-07-01 3,190 3,190 S/L 10.0000        
BATHROOM RENOVATION 1983-09-01 3,187 3,187 S/L 15.0000        
BUILDING IMPROVEMENTS 1984-06-01 1,955 1,935 PRE 15.0000        
PAINTING, SCREENS, CARPETING 1985-06-01 1,372 1,372 PRE 18.0000        
INSULATING 1985-06-01 2,120 2,120 PRE 18.0000        
1ST FLOOR BATH - NEW 1985-09-01 4,354 4,354 PRE 18.0000        
1ST FLOOR BATH - INFI 1985-07-01 3,747 3,747 PRE 18.0000        
3RD FLOOR BATH - SHOW 1985-06-01 6,029 6,029 PRE 18.0000        
ELEVATOR 1985-07-01 31,242 31,242 PRE 18.0000        
WINDOWS 1985-07-01 6,250 6,250 PRE 18.0000        
NEW FLOOR 1985-07-01 2,400 2,400 PRE 18.0000        
ELEVATOR 1986-02-01 1,400 1,400 PRE 18.0000        
PAVING 1986-08-01 2,150 2,150 S/L 19.0000        
BOILER 1986-09-01 9,460 9,460 S/L 19.0000        
ROOF REPAIRS 1987-07-18 2,750 2,438 S/L 27.5000 69      
PORCH REPAIRS 1987-10-14 3,981 3,504 S/L 27.5000 99      
HEATING SYSTEM CONV 1989-12-15 11,989 9,916 S/L 40.0000 300      
STORM WINDOWS 1989-06-13 469 394 S/L 40.0000 12      
FIRE DOOR 1989-07-12 218 182 S/L 40.0000 6      
KITCHEN IMPROVEMENT 1990-07-01 63,181 51,335 S/L 40.0000 1,579      
EMERGENCY LIGHTS 1991-05-06 489 387 S/L 40.0000 13      
BATHROOM IMPROVEMENTS 1992-04-12 5,428 4,173 S/L 40.0000 135      
PORCH REPAIRS 1993-02-28 3,899 2,908 S/L 40.0000 98      
DINING ROOM CEILING 1994-01-31 2,878 2,081 S/L 40.0000 72      
FIRE ALARM SYSTEM 1995-08-16 4,000 2,733 S/L 40.0000 100      
FIRE ALARM SYSTEM 1996-02-12 3,000 2,019 S/L 40.0000 75      
PLUMBING 1996-02-22 4,093 2,745 S/L 40.0000 103      
ROOF 1996-09-04 1,400 922 S/L 40.0000 35      
PLUMBING 1996-11-06 3,165 2,071 S/L 40.0000 79      
IMPROVEMENTS 1997-07-01 29,299 27,124 S/L 27.5000 1,066      
HALL FIXTURES 1998-03-20 95 86 S/L 27.5000 3      
ELEC RENOVATIONS 1998-04-15 2,389 2,146 S/L 27.5000 87      
1ST FLOOR RENOVATIONS 1998-04-15 7,093 6,373 S/L 27.5000 258      
ELEC RENOVATIONS 1998-04-25 804 722 S/L 27.5000 30      
1ST FLOOR CARPET 1998-05-07 5,914 5,295 S/L 27.5000 215      
1ST FLOOR RENOVATIONS 1998-05-30 630 564 S/L 27.5000 23      
KITCHEN 1998-05-30 379 339 S/L 27.5000 14      
REWIRE/FLOORS 2&3 1998-06-30 1,546 1,379 S/L 27.5000 57      
SPRINKLER SYSTEM 1998-07-27 6,589 5,860 S/L 27.5000 240      
ELECTRICAL WORK 1998-07-27 2,736 2,433 S/L 27.5000 100      
CEILING FANS 1998-08-14 84 74 S/L 27.5000 3      
LIGHTS 2ND & 3RD FLOOR 1998-08-14 697 618 S/L 27.5000 26      
PARTIAL PMT RENOVATIONS 1998-08-24 6,500 5,761 S/L 27.5000 237      
CEILINGS/HALLWAY 1998-09-28 13,301 11,749 S/L 27.5000 484      
REPLACE DOWNSPOUTS 1998-09-28 580 512 S/L 27.5000 21      
ELECTRICAL WORK 1998-09-28 1,381 1,220 S/L 27.5000 50      
ELECTRICAL WORK 1998-09-28 2,736 2,417 S/L 27.5000 99      
SPRINKLERS 1998-09-28 2,196 1,940 S/L 27.5000 80      
ELECTRICAL WORK 1998-10-21 5,822 5,125 S/L 27.5000 211      
RELOCATE SMOKE 1998-11-23 359 315 S/L 27.5000 13      
BOILER 1998-11-23 2,633 2,309 S/L 27.5000 96      
REPLACEMENT WINDOWS 1998-12-09 10,500 9,180 S/L 27.5000 381      
REPLACEMENT WINDOWS 1998-12-29 5,250 4,590 S/L 27.5000 191      
KITCHEN ACCESSORIES 1980-12-01 1,311 1,311 S/L 10.0000        
FOOD PROCESSOR 1991-11-14 170 170 S/L 7.0000        
FURNITURE & FIXTURES 1973-01-01 5,962 5,962 S/L 10.0000        
GAS STOVE & RANGE 1982-01-01 2,678 2,678 S/L 10.0000        
OAK BUFFET 1985-01-01 600 600 PRE 5.0000        
TABLES 1985-01-01 2,009 2,009 PRE 5.0000        
SOFA 1993-04-26 650 650 S/L 7.0000        
CARPET & PAD 1994-03-23 3,664 3,664 S/L 7.0000        
DRAPES 1994-01-17 3,154 3,154 S/L 7.0000        
BEAUTY PARLOR CHAIR 1994-03-17 359 359 S/L 7.0000        
STOVE 1998-02-23 389 389 S/L 7.0000        
HAIRDRYER & CHAIR 1998-06-30 450 450 S/L 7.0000        
HAIRDRYER & CHAIR 1998-09-05 525 525 S/L 7.0000        
IMPROVEMENT 1999-12-21 2,393 1,376 S/L 40.0000 60      
OIL TANKS 1999-02-13 1,164 1,164 S/L 10.0000        
CARPET 1999-02-22 361 361 S/L 7.0000        
BATHROOM IMPROVEMT 1999-02-22 6,139 5,320 S/L 27.5000 223      
REPLACEMENT WINDOWS 1999-05-25 11,730 10,059 S/L 27.5000 427      
ROOM 24 + IMPROVE 1999-07-23 1,922 1,125 S/L 40.0000 48      
IMPROVEMENTS 1999-08-17 9,874 8,378 S/L 27.5000 359      
GENERATOR 1999-08-21 2,075 2,075 S/L 10.0000        
IMPROVEMENTS 1999-09-13 8,549 7,254 S/L 27.5000 311      
CARPETS 1999-09-25 657 657 S/L 7.0000        
LAANDSCAPING 1999-09-25 6,550 6,550 S/L 10.0000        
FLOORING 1999-10-29 285 285 S/L 7.0000        
WINDOWS 1999-11-19 21,055 17,674 S/L 27.5000 765      
FLOORING 1999-11-19 503 503 S/L 7.0000        
IMPROVEMENTS 2000-03-31 26,101 21,632 S/L 27.5000 949      
IMPROVEMENTS 2000-06-30 35,008 28,696 S/L 27.5000 1,273      
IMPROVEMENTS 2000-09-30 7,834 6,350 S/L 27.5000 285      
IMPROVEMENTS 2000-12-31 27,378 21,944 S/L 27.5000 995      
CARPET 2000-02-09 1,195 1,195 200DB 10.0000        
ROCKING CHAIRS 2000-04-17 1,850 1,850 200DB 10.0000        
CARPETING 2000-06-24 1,335 1,335 200DB 10.0000        
BUILDING IMP- BATHROOMS 2001-03-31 47,113 37,333 S/L 27.5000 1,714      
BUILDING IMP- BATHROOMS 2001-06-30 98,296 76,999 S/L 27.5000 3,574      
BUILDING IMP- BATHROOMS 2001-09-30 244,505 189,306 S/L 27.5000 8,891      
BUILDING IMP- BATHROOMS 2001-12-31 151,917 116,240 S/L 27.5000 5,524      
BUILDING IMP - ARCHITECT 2001-07-01 28,930 22,574 S/L 27.5000 1,052      
BUILDING IMP- GAGE BLDG 2001-05-21 6,585 5,178 S/L 27.5000 240      
PAVING/SIDING 2001-11-14 7,900 6,069 S/L 27.5000 287      
ROOF REPAIRS 2001-12-28 590 452 S/L 27.5000 22      
PARKING LOT 2001-12-31 1,000 1,000 200DB 10.0000        
FURNITURE 2001-02-20 150 150 200DB 10.0000        
FURNITURE 2001-04-12 90 90 200DB 10.0000        
KITCHEN FURNISHING 2001-07-06 392 392 200DB 10.0000        
CHAIRS 2001-10-08 170 170 200DB 10.0000        
CHAIR 2002-06-14 156 156 200DB 10.0000        
CHAIR 2002-08-16 363 363 200DB 10.0000        
EQUIPMENT 2002-03-14 235 235 200DB 10.0000        
ELEVATOR JACK 2002-08-16 24,100 24,100 200DB 10.0000        
ARCHITECT FEES 2002-07-01 8,667 6,448 S/L 27.5000 315      
APARTMENT CONVERSIONS 2002-09-04 111,956 82,610 S/L 27.5000 4,071      
BATHROOM RENOVATIONS 2002-07-01 298,465 222,040 S/L 27.5000 10,853      
IMPROVEMENTS 2002-03-31 10,396 7,860 S/L 27.5000 378      
IMPROVEMENTS 2002-09-24 14,850 10,958 S/L 27.5000 540      
IMPROVEMENTS 2002-12-05 10,369 7,557 S/L 27.5000 377      
BUILDING IMPROVEMENTS 2003-02-23 827 596 S/L 27.5000 30      
BUILDING IMPROVEMENTS 2003-12-31 4,806 3,320 S/L 27.5000 175      
AWNING 2003-09-28 20,400 20,400 S/L 10.0000        
CARPET ROOM 207 2004-02-26 323 323 S/L 7.0000        
ELEC BASEBOARD ROOM 2004-04-20 1,200 830 S/L 27.0000 44      
RAMP CANOPY LAMPS 2004-04-20 1,251 865 S/L 27.0000 46      
ROOF GUTTERS 2005-07-25 37,583 24,243 S/L 27.0000 1,392      
ROOF SNOW GUARDS 2005-08-26 8,765 5,627 S/L 27.0000 325      
SMALL ROOF 2005-08-26 1,000 642 S/L 27.0000 37      
CARPET 2005-03-10 485 485 S/L 10.0000        
REFRIGERATOR AND FREEZER 2006-11-08 1,765 1,765 200DB 5.0000        
WOOL CARPETING - ROOM 220 2007-07-14 1,111 1,111 200DB 5.0000        
DESKS (2) 2007-08-13 739 739 200DB 7.0000        
RENOVATIONS 2008-08-05 20,223 10,798 S/L 27.0000 749      
RENOVATIONS - CALL 2008-10-01 924 488 S/L 27.0000 34      
FILE CABINETS 2008-01-17 410 410 200DB 7.0000        
CHAIRS 2008-02-03 382 382 200DB 7.0000        
DINING CHAIRS 2008-08-01 8,741 8,741 200DB 7.0000        
TABLES 2008-09-11 300 300 200DB 7.0000        
DINING FURNITURE 2008-11-14 307 307 200DB 7.0000        
IMPROVEMENTS 2009-07-07 23,204 11,391 S/L 27.5000 844      
UPHOLSTERED CHAIRS 2009-07-29 799 799 S/L 7.0000        
SPEED QUEEN DRYER 2009-06-17 2,725 2,725 S/L 7.0000        
SNOWBLOWER 2009-12-18 1,699 1,699 S/L 7.0000        
BUILDING IMPROVEMENTS 2010-09-30 69,565 30,988 S/L 27.5000 2,530      
WINDOW SHADES 2010-10-14 4,159 4,159 S/L 7.0000        
PHONE SYSTEM 2010-02-08 8,390 8,390 S/L 7.0000        
DRYER 2010-07-16 548 548 S/L 7.0000        
BOILER 2010-10-07 5,769 5,769 S/L 7.0000        
IMPROVEMENTS 2011-05-11 76,617 32,504 S/L 27.5000 2,786      
TABLE 2011-06-05 1,886 1,886 S/L 7.0000        
STAINLESS COUNTERTOP 2011-10-31 3,475 3,475 S/L 10.0000        
FREEZER 2011-04-01 2,546 2,546 S/L 7.0000        
GARBAGE DISPOSAL 2011-09-29 2,229 2,229 S/L 7.0000        
KITCHEN FLOORING 2012-03-15 10,846 10,846 200DB 10.0000        
WINDOWS 2012-11-28 9,272 3,393 S/L 27.5000 337      
NURSE CALL SYSTEM 2012-07-30 16,164 16,164 200DB 10.0000        
COMMERCIAL WASHER 2012-01-27 3,917 3,917 200DB 7.0000        
FENCE 2012-07-31 1,695 1,695 200DB 10.0000        
FLOORING - 1ST FLOOR 2013-02-15 7,526 7,463 S/L 10.0000 63      
BEDS (10) - 1ST FLOOR 2013-03-24 8,283 8,076 S/L 10.0000 207      
SOUND SYSTEM - DINING ROOM 2013-05-05 2,371 2,292 S/L 10.0000 79      
WIRELESS PHONE SYSTEM 2013-05-17 1,290 1,237 S/L 10.0000 53      
FREEZER - BASEMENT 2013-05-22 1,460 1,399 S/L 10.0000 61      
WIRELESS INTERNET - BUILDING 2013-05-22 5,169 4,954 S/L 10.0000 215      
STOVE/OVEN - KITCHEN 2013-06-30 11,784 11,195 S/L 10.0000 589      
100 GALLON HOT WATER HEATER 2013-10-18 4,455 4,084 S/L 10.0000 371      
ICE MACHINE - DINING ROOM 2013-12-18 1,898 1,708 S/L 10.0000 190      
KITCHEN HOOD 2014-04-15 6,616 5,789 S/L 10.0000 662      
WANDER GUARD SYSTEM 2014-10-16 13,738 11,219 S/L 10.0000 1,374      
IMPROVEMENTS 2014-10-01 96,876 29,063 S/L 27.5000 3,523      
CARPETING (VARIOUS ROOMS) 2014-11-20 4,921 3,978 S/L 10.0000 492      
REFRIGERATOR 2015-01-08 2,177 2,177 S/L 7.0000        
WATER FILTER SYSTEM 2015-02-18 17,000 13,317 S/L 10.0000 1,700      
COMMERCIAL WASHER 2015-04-10 3,825 3,825 S/L 7.0000        
ELEVATOR PROJECT 2015-12-15 287,331 74,009 S/L 27.5000 10,449      
WANDERGUARD NURSES PORCH 2015-08-12 5,287 3,921 S/L 10.0000 529      
ROOF 2015-11-02 29,898 7,792 S/L 27.5000 1,087      
FLOOR CLEANER 2016-12-13 3,789 3,293 S/L 7.0000 496      
CARPET (VARIOUS ROOMS) 2016-04-25 4,973 3,315 S/L 10.0000 498      
ELEVATOR PROJECT 2016-06-01 1,015,171 171,364 S/L 39.0000 26,030      
WANDERGUARD LOWER GAGE 2016-08-31 4,209 2,666 S/L 10.0000 420      
CAMERA SYSTEM LOWER GAGE 2016-08-31 3,793 3,432 S/L 7.0000 361      
LOWER GAGE IMPROVEMENTS 2016-06-01 22,051 5,279 S/L 27.5000 802      
ELEVATOR PROJECT 2017-04-07 7,386 1,089 S/L 39.0000 189      
CARPET 2017-06-16 899 494 S/L 10.0000 90      
ROOF 2017-11-20 16,864 3,117 S/L 27.5000 614      
FIRE PANEL 2017-07-28 2,195 432 S/L 27.5000 80      
WATER HEATER 2017-09-13 6,290 3,355 S/L 10.0000 629      
CAREPOINT COMPUTER 2018-09-13 3,270 2,834 S/L 5.0000 436      
FREEZER 2018-08-20 1,341 830 S/L 7.0000 191      
CHIMNEY LINERS 2018-11-27 11,225 1,667 S/L 27.5000 408      
ROOF 2018-03-27 10,862 1,876 S/L 27.5000 395      
BUILDING IMPROVEMENTS 2018-03-23 8,927 1,542 S/L 27.5000 325      
STEAM FURNACE PUMP 2018-05-17 3,186 973 S/L 15.0000 213      
NEW BUILDING 2020 2019-10-21 234,569              
NEW BUILDING 2020-08-21 367,106              
LAWN MOWER 2020-05-27 4,199 2,169 S/L 5.0000 840      
WALKIE TALKIE 2020-09-25 1,280 576 S/L 5.0000 256      
SECURITY LIGHTS 2020-04-27 4,576 1,743 S/L 7.0000 654      
FENCE 2020-12-08 9,753 2,032 S/L 10.0000 975      
SECURITY SYSTEM 2021-09-10 18,104 3,448 S/L 7.0000 2,587      
ICE MACHINE 2021-06-25 2,498 749 S/L 5.0000 500      
WATER HEATER 2021-09-10 5,880 784 S/L 10.0000 588      
NEW BUILDING 2020 2021-12-09 9,684              
FLOORING AND CARPET - 2022 2022-12-23 3,254   S/L 10.0000 325      
APPLIANCE & EQUIPMENT - 2022 2022-01-06 2,408 344 S/L 7.0000 344      
COMPUTER SYSTEM 2022-09-06 8,285 395 S/L 7.0000 1,183      
COMPUTER SYSTEM 2023-09-21 3,613   S/L 7.0000 129      
GENERATOR 2023-09-06 17,700   S/L 15.0000 393      
SHED 2023-08-13 7,369   S/L 39.0000 79      
HAIRDRESSER CHAIR 2023-05-11 1,034   S/L 5.0000 138      
AWNING 2023-08-11 8,800   S/L 10.0000 367      
HANDICAP RAMP 2023-07-10 5,300   S/L 39.0000 68      

TY 2023 InvestmentsCorpStockSchedule
Name:
WENTWORTH HOME FOR THE AGED
EIN:
02-0223354
Name of Stock End of Year Book Value End of Year Fair Market Value
INLAND RE INCOME TRUST, INC 163,571 178,740
GRIFFIN-AMERICAN HEALTHCARE REIT 45,594 54,554
CAMBRIDGE TRUST EQUITIES ASSET 1,210,044 1,335,615

TY 2023 InvestmentsGovtObligationsSch
Name:
WENTWORTH HOME FOR THE AGED
EIN:
02-0223354
US Government Securities - End of Year Book Value:

1,181,541
US Government Securities - End of Year Fair Market Value:

1,185,035
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2023 InvestmentsOtherSchedule2
Name:
WENTWORTH HOME FOR THE AGED
EIN:
02-0223354
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PERSPECTIVE II ANNUITY AT COST 1,000,000 1,045,548
DREYFUS INS DEPOSIT PROGRAM AT COST    
JP MORGAN EQUITY PREM INC EFT AT COST 35,635 35,077

TY 2023 LandEtcSchedule2
Name:
WENTWORTH HOME FOR THE AGED
EIN:
02-0223354
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDINGS & EQUIPMENT 4,461,191 2,206,282 2,254,909 4,015,074


TY 2023 OtherExpensesSchedule
Name:
WENTWORTH HOME FOR THE AGED
EIN:
02-0223354
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
ACTIVITIES AND ENTERTAINMENT 22,901     22,901
ADVERTISING 7,263   7,263  
EDUCATION 4,843     4,843
PROVISIONS & SUPPLIES 127,995   31,999 95,996
INSURANCE - W/C 21,167   4,339 16,828
INSURANCE - LIABILITY 34,875   34,875  
MEDICINE AND SUPPLIES 2,077     2,077
MISCELLANEOUS 3,616   3,616  
OFFICE EXPENSES 11,890   1,189 10,701
PAYROLL SERVICE 6,079   1,125 4,954
TELEPHONE 4,780   4,780  
BANK FEES 100   100  
SMALL TOOLS & EQUIPMENT 501     501


TY 2023 OtherIncomeSchedule2
Name:
WENTWORTH HOME FOR THE AGED
EIN:
02-0223354
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RESIDENT FEES 1,396,186   1,396,186
JACKSON NATIONAL LIFE INS 46,336 46,336 46,336


TY 2023 OtherLiabilitiesSchedule
Name:
WENTWORTH HOME FOR THE AGED
EIN:
02-0223354
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARD PAYABLE 21,513 13,370
CAMBRIDGE TRUST LOC 114,835 213,054


TY 2023 OtherProfessionalFeesSchedule
Name:
WENTWORTH HOME FOR THE AGED
EIN:
02-0223354
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TRUST FEES 21,551 21,551 21,551  
LEGAL & OTHER PROFESSIONAL FEES 326,392 326,392 326,392  


TY 2023 TaxesSchedule
Name:
WENTWORTH HOME FOR THE AGED
EIN:
02-0223354
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 992 992 992