Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
NASHUA
State or province
NH
Country  
ZIP or foreign postal code
03060
A Employer identification number

02-0312307
B Telephone number (see instructions)

6038892877
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$12,561,658J 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) 100
2 Check .................
3 Interest on savings and temporary cash investments 20 20 20
4 Dividends and interest from securities... 333,818 333,818 333,818
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 685,896
b Gross sales price for all assets on line 6a 2,558,041
7 Capital gain net income (from Part IV, line 2)... 685,896
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
List of Attached Documents:
// Content
175,004 0 175,004
12 Total. Add lines 1 through 11........ 1,194,838 1,019,734 508,842
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 183,868 0 91,934 91,934
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,515 0 0 3,515
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,708 0 0 4,706
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
70,949 70,949 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
32,302 18,270 7,016 7,016
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
64,096 0 65,236
20 Occupancy.............. 4,520 0 0 4,520
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
212,454 0 33,452 179,002
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 576,412 89,219 197,638 290,693
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 ................ 576,412 89,219 197,638 290,693
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 618,426
b Net investment income (if negative, enter -0-) 930,515
c Adjusted net income (if negative, enter -0-)... 311,204
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 13,739 13,813 13,813
2 Savings and temporary cash investments......... 266,976 487,630 487,630
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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)....... 4,234,976 Click to see attachment
List of Attached Documents:
// Content
4,648,881 		7,280,788
c Investments—corporate bonds (attach schedule)....... 3,619,559 Click to see attachment
List of Attached Documents:
// Content
3,518,659 		3,580,419
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis 3,219,990
Less: accumulated depreciation (attach schedule) 2,020,982 1,114,315 Click to see attachment
List of Attached Documents:
// Content
1,199,008 		1,199,008
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,249,565 9,867,991 12,561,658
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 9,249,565 9,867,991
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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)..... 9,249,565 9,867,991
30 Total liabilities and net assets/fund balances (see instructions). 9,249,565 9,867,991
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
9,249,565
2
Enter amount from Part I, line 27a .....................
2
618,426
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,867,991
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
9,867,991
Form 990-PF (2025)
Form 990-PF (2025)
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 SNOW BLOWER      
b ST SALES REPORTED ON 1099     2025-12-31
c LT SALES REPORTED ON 1099 P   2025-12-31
d CAPITAL GAINS DIVIDENDS P    
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   1,013 1,598 -585
b 310,909   326,180 -15,271
c 2,221,219   1,545,380 675,839
d 25,913     25,913
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       -585
b       -15,271
c       675,839
d       25,913
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 2 685,896
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 -15,271
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 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) 1 12,934
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 0
3 Add lines 1 and 2........................... 3 12,934
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 12,934
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 10,520
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 10,520
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 3
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 2,417
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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:
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
 
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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NH
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 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressNONE
14
The books are in care ofATTY MARTHA O'NEILL Telephone no. (603) 883-3379

Located at53 EAST PEARL STREETNASHUANH ZIP+403060
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
1d
 
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
MARTHA E O'NEILL PRESIDENT
1.00 		0 0 0
23 HERON COVE DRIVE
MERRIMACK,NH03054
BARBARA ALVES TRUSTEE, SECRETARY
0.50 		0 0 0
30 OLD COACH RD
NASHUA,NH03062
LOREN DUBOIS TRUSTEE
0.50 		0 0 0
18 SPRING HILL RD
MONT VERNON,NH03057
DAVID G FREDETTE TRUSTEE, TREASURER
1.00 		0 0 0
4 HENRY DAVID DR UNIT 408
NASHUA,NH03062
MELISSA SECCARECCIO TRUSTEE
0.50 		0 0 0
1 WISSAHICKON DR
HUDSON,NH03051
JACKIE PERRY TRUSTEE
0.50 		0 0 0
19 HERON COVE DR
MERRIMACK,NH03053
LORI LAMBERT TRUSTEE
0.50 		0 0 0
34 BROAD 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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 arrow0
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  
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
10,909,857
b
Average of monthly cash balances.......................
1b
22,615
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
10,932,472
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
10,932,472
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
163,987
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,768,485
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
538,424
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
 
b
Income tax for 2025. (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, line 26, column (d) ..........
1a
290,693
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
149,374
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
440,067
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $  
a Applied to 2024, 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 2025 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2025.    
(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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		 
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
0       0
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		440,067 407,461 344,257 576,082 1,767,867
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 .... 		440,067 407,461 344,257 576,082 1,767,867
3 Complete 3a, 3b, or 3c 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 .. 		358,949 337,610 306,936 311,602 1,315,097
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
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 (2025)
Form 990-PF (2025)
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 ................................. 3a 0
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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
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 20  
4 Dividends and interest from securities ....     14 333,818  
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 ............ 		    14 25,913 659,983
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRESIDENT FEES 		623000     170,991  
bWASHER/DRYER INCOME 623000     4,013  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 534,755 659,983
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,194,738
(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.)
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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
MARY A SWEENEY HOME
EIN:
02-0312307
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 4,708 0 0 4,706

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

TY 2025 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 10,955 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 21,476 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 13,429 SL 39.000000000000 538 0 538  
BOILER 1999-11-19 7,058 4,547 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 1989-03-01 786 775 SL 31.000000000000 0 0 0  
SIDEWALK IMPROVEMENS 1989-09-01 1,175 1,175 SL 31.000000000000 0 0 0  
TILE FLOORING 1989-11-01 1,579 1,579 SL 31.000000000000 0 0 0  
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 2,625 SL 33.000000000000 0 0 0  
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 13,660 SL 33.000000000000 0 0 0  
NEW ROOF 1991-12-01 20,875 20,875 SL 33.000000000000 0 0 0  
SPRINKLER 1993-08-11 21,845 17,573 SL 39.000000000000 560 0 560  
CABLE TV WIRING 1993-08-09 2,747 2,207 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 2,305 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 14,725 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 10,198 SL 33.000000000000 363 0 363  
DIONNE ROOM IMPR. 1997-10-06 58,384 57,764 SL 27.500000000000 0 0 0  
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 2,427 SL 27.500000000000 0 0 0  
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 2,824 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 21,086 SL 27.500000000000 896 0 896  
WINDOWS 2001-06-30 39,531 33,838 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 15,175 SL 27.500000000000 656 0 656  
RENOVATIONS 2003-01-31 35,848 19,715 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 17,701 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 10,851 SL 40.000000000000 527 0 527  
ARCHITECTURAL DRAWINGS FOR IMPROVED SPACE 2005-01-07 3,705 1,855 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 1,585 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 1,443 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 1,737 830 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 1,362 SL 40.000000000000 71 0 71  
PHONE JACKS 2005-11-29 134 62 SL 40.000000000000 3 0 3  
ELECTRICAL/LIGHTING UPDATES 2005-12-19 2,783 1,330 SL 40.000000000000 70 0 70  
FAUCETS 2005-12-19 100 51 SL 40.000000000000 3 0 3  
EXPANSION/IMPROVEMENTS 2005-12-24 41,310 19,710 SL 40.000000000000 1,033 0 1,033  
OFFICE EXPANSION 2006-02-10 10,696 5,056 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 2,682 SL 40.000000000000 147 0 147  
GRAB BARS 2006-10-19 2,150 982 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 2007-01-29 683 307 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 2007-04-01 648 286 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 2007-10-10 880 380 SL 40.000000000000 22 0 22  
MOTION LIGHT 2007-10-16 246 246 SL 10.000000000000 0 0 0  
NEW DRAINS 2007-12-26 709 305 SL 40.000000000000 18 0 18  
HEATER RELOCATION 2007-01-15 420 192 SL 40.000000000000 11 0 11  
ELECTRICAL UPDATE 2007-09-15 3,475 1,507 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 2,368 SL 40.000000000000 139 0 139  
APT 403 AND STORAGE AREA 2007-09-15 3,958 1,715 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 21,854 SL 40.000000000000 1,311 0 1,311  
FITUP APT 403 2008-03-01 8,267 3,481 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 3,036 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 1,246 479 SL 40.000000000000 31 0 31  
NEW HOT WATER PIPES 2009-04-14 913 361 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 1,741 649 SL 40.000000000000 44 0 44  
FLOORING/CARPETING 2010-08-01 4,895 1,762 SL 40.000000000000 122 0 122  
RENOVATIONS 202, 401 208 2010-06-01 7,490 2,729 SL 40.000000000000 187 0 187  
RANGE AND HOOD 405 2010-03-08 469 469 SL 10.000000000000 0 0 0  
HEAT PUMP / AIR CONDITIONER 2010-04-12 630 630 SL 10.000000000000 0 0 0  
CAMERA 2010-04-26 210 210 SL 10.000000000000 0 0 0  
TV CABINET 2010-09-29 170 170 SL 10.000000000000 0 0 0  
SHREDDER 2010-08-31 198 198 SL 10.000000000000 0 0 0  
SINK INSTALL/NEW PIPES 2010-08-03 514 186 SL 40.000000000000 13 0 13  
KITCHEN IMPROVEMENTS 2010-06-15 533 192 SL 40.000000000000 13 0 13  
COPIER/FAX MACHINE 2010-08-31 160 160 SL 10.000000000000 0 0 0  
TV 2010-09-09 899 899 SL 10.000000000000 0 0 0  
IMPROVEMENTS APT #204 2011-11-15 7,002 7,002 SL 10.000000000000 0 0 0  
IMPROVEMENTS APT #301 2011-12-05 8,186 8,186 SL 10.000000000000 0 0 0  
ROOF RESSTRUCTURE 2011-08-23 14,851 4,980 SL 40.000000000000 371 0 371  
WASHER/DRYER/STOVE/FRIG 2011-04-07 2,735 2,735 SL 10.000000000000 0 0 0  
A/C 2011-08-02 1,234 1,234 SL 10.000000000000 0 0 0  
HEATPUMP 2011-08-02 1,223 1,223 SL 10.000000000000 0 0 0  
FRONT DOOR 2012-02-20 235 77 SL 40.000000000000 6 0 6  
SHED W/ELECTRIC 2012-09-27 1,445 1,445 SL 10.000000000000 0 0 0  
HEAT PUMP #107 2012-03-27 1,761 1,761 SL 10.000000000000 0 0 0  
REFRIGERATOR 2012-11-06 549 549 SL 10.000000000000 0 0 0  
REFRIGERATOR 2012-12-11 499 499 SL 10.000000000000 0 0 0  
WINDOWS 2013-03-20 1,456 428 SL 40.000000000000 36 0 36  
SECURITY CAMERA 2013-04-16 1,115 1,115 SL 10.000000000000 0 0 0  
COMPUTER 2013-10-15 730 730 SL 10.000000000000 0 0 0  
KITCHEN AND BATH #308 2013-02-26 778 229 SL 40.000000000000 19 0 19  
FOB SYSTEM 2014-01-21 1,729 1,729 SL 10.000000000000 0 0 0  
BUILDING SEAL 2014-01-28 4,759 1,309 SL 40.000000000000 119 0 119  
CARPET CLEANER 2013-11-07 1,300 1,300 SL 10.000000000000 0 0 0  
VACCUUM 2014-01-21 419 419 SL 10.000000000000 0 0 0  
PERSONALIZED WELCOME MAT 2013-11-12 305 305 SL 10.000000000000 0 0 0  
ROOF 2014-01-31 78,000 21,450 SL 40.000000000000 1,950 0 1,950  
GUEST AND OFFICE CHAIRS 2013-11-01 580 580 SL 10.000000000000 0 0 0  
REFRIDERATOR - 308 2014-07-01 509 509 SL 10.000000000000 0 0 0  
REFRIGERATOR 107 2014-09-02 599 599 SL 10.000000000000 0 0 0  
COMMERICAL WASHER 2014-09-02 1,049 1,049 SL 10.000000000000 0 0 0  
REFRIGERATOR 2014-10-21 629 629 SL 10.000000000000 0 0 0  
REFRIGERATOR 401 2015-01-06 509 509 SL 10.000000000000 0 0 0  
ROOF REPLACEMENT 2014-07-22 3,826 1,006 SL 40.000000000000 96 0 96  
LOCKING MECHANISM - FRONT DOOR 2014-05-06 983 983 SL 10.000000000000 0 0 0  
NEW SHUT OFF VALVES 2014-05-20 793 793 SL 10.000000000000 0 0 0  
AC UNITS 2014-09-16 2,078 2,078 SL 10.000000000000 0 0 0  
FIRE PANEL 2014-10-15 2,500 2,500 SL 10.000000000000 0 0 0  
PARTIAL NEW HEATING SYSTEM 2015-01-31 100,000 25,000 SL 40.000000000000 2,500 0 2,500  
KITCHEN CABINETS 103/408 50% 2015-01-20 2,207 551 SL 40.000000000000 55 0 55  
APPLIANCES #408 2015-02-03 1,226 1,218 SL 10.000000000000 8 0 8  
HEATING SYSTEM 2015-08-01 139,039 32,732 SL 40.000000000000 3,476 0 3,476  
CABINETS 2015-02-10 2,543 2,520 SL 10.000000000000 23 0 23  
NEW TOILET 2015-04-21 1,320 1,287 SL 10.000000000000 33 0 33  
STAIR LIFT MACHINES - ALL FOUR FLOORS 2016-07-19 14,000 11,900 SL 10.000000000000 1,400 0 1,400  
FIXTURES, KITCHEN, BATH 109/307 2017-04-25 5,882 1,139 SL 40.000000000000 147 0 147  
APPLIANCES 109/307 2017-05-23 2,554 1,956 SL 10.000000000000 255 0 255  
SIGN 2017-11-28 2,589 1,856 SL 10.000000000000 259 0 259  
ELEVATOR 2017-06-28 99,961 18,951 SL 40.000000000000 2,499 0 2,499  
LAWN MOWER / SNOW BLOWER 2018-10-16 1,598 1,000 SL 10.000000000000 13 0 13  
APPLIANCES 2018-01-09 1,188 833 SL 10.000000000000 119 0 119  
HEATER 2018-01-16 1,236 868 SL 10.000000000000 124 0 124  
HEATER 2018-02-20 1,378 954 SL 10.000000000000 138 0 138  
APPLIANCES 2018-03-06 1,123 766 SL 10.000000000000 112 0 112  
HEATERS 2018-05-08 1,825 1,220 SL 10.000000000000 183 0 183  
FURNITURE 2018-05-08 1,514 1,007 SL 10.000000000000 151 0 151  
WASHER 2018-06-12 959 632 SL 10.000000000000 96 0 96  
SECURITY SYSTEM 2018-09-30 17,948 11,368 SL 10.000000000000 1,795 0 1,795  
ENTRY WAY DOORS 2018-09-14 14,658 6,188 SL 15.000000000000 977 0 977  
CARPET 2018-10-16 13,175 8,237 SL 10.000000000000 1,318 0 1,318  
ENTRY WAY COMPLETION 2019-02-19 1,732 671 SL 15.000000000000 115 0 115  
REFRIGERATORS/STOVE 2019-03-19 1,877 1,081 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 0 0 59  
PARKING LOT PLANS/SURVEYING 2020-12-31 16,850 6,740 SL 10.000000000000 1,685 0 1,685  
COMPUTER 2020-07-07 3,400   200DB 5.000000000000 0 0 340  
REFRIGERATOR - 103 2021-06-30 760   200DB 5.000000000000 0 0 152  
COMMERICAL WASHER 2021-10-19 1,093   200DB 5.000000000000 0 0 219  
HOTPOINT ELECTRIC RANGE 2021-10-19 720   200DB 5.000000000000 0 0 144  
PARKING LOT PLANS/SURVEYING 2021-11-30 7,413 2,285 SL 10.000000000000 741 0 741  
PARKING LOT 2022-07-31 183,626 29,585 SL 15.000000000000 12,242 0 12,242  
PLUMBING 2022-09-08 25,519 1,489 SL 40.000000000000 638 0 638  
WATER FOUNTAIN 2022-08-04 5,640 909 SL 15.000000000000 376 0 376  
EVERSOURCE PROJECT 2022-12-21 16,958 848 SL 40.000000000000 424 0 424  
IRRIGATION 2022-07-29 11,250 1,813 SL 15.000000000000 750 0 750  
PARKING LOT LIGHTS 2022-08-31 2,795 434 SL 15.000000000000 186 0 186  
BUILDING SIGNS 2022-10-21 925 401 SL 5.000000000000 185 0 185  
LAPTOPS 2022-04-20 3,000 1,600 SL 5.000000000000 600 0 600  
SECURITY CAMERA 2022-08-24 10,687 4,986 SL 5.000000000000 2,137 0 2,137  
FLOOR STRIPPER 2022-08-22 1,020 476 SL 5.000000000000 204 0 204  
GAZEBO 2022-07-13 12,441 2,073 SL 15.000000000000 829 0 829  
APPLIANCES 2022-09-27 5,118 2,304 SL 5.000000000000 1,024 0 1,024  
27 SPRING ST IMPROVEMENTS 2023-12-20 66,315 1,658 SL 40.000000000000 1,658 0 1,658  
SNOW BLOWER 2023-05-02 2,300 767 SL 5.000000000000 460 0 460  
COMMERCIAL WASHER AND DRYER, REFIGERATOR 2023-05-18 4,763 1,509 SL 5.000000000000 953 0 953  
IMPROVEMENTS 2024-06-01 136,013 1,984 SL 40.000000000000 3,400 0 3,400  
FURNITURE 2024-12-31 3,257   SL 7.000000000000 465 0 465  
IMPROVEMENTS 2025-06-01 126,010   SL 40.000000000000 1,838 0 1,838  
FURNITURE 2025-09-30 9,808   SL 7.000000000000 350 0 350  
SECURITY CAMERA UPGRADE 2025-09-12 13,556   SL 5.000000000000 904 0 904  

TY 2025 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 3,518,659 3,580,419

TY 2025 InvestmentsCorpStockSchedule
Name:
MARY A SWEENEY HOME
EIN:
02-0312307
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITIES 4,648,881 7,280,788

TY 2025 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 11,397 753  
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 22,342 1,482  
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 13,967 7,019  
BOILER 7,058 4,728 2,330  
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 2,625 0  
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 13,660 0  
NEW ROOF 20,875 20,875 0  
SPRINKLER 21,845 18,133 3,712  
CABLE TV WIRING 2,747 2,277 470  
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 2,382 608  
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 15,249 2,057  
WALLPAPER-GRD.FLOOR 3,400 3,400 0  
ARCHITECT 11,984 10,561 1,423  
DIONNE ROOM IMPR. 58,384 57,764 620  
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 2,427 8  
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 2,940 260  
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 21,982 2,647  
WINDOWS 39,531 35,275 4,256  
APPLIANCES 3,164 3,164 0  
DRAINAGE SYSTEM 18,048 15,831 2,217  
RENOVATIONS 35,848 20,611 15,237  
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 18,524 14,413  
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 11,378 9,712  
ARCHITECTURAL DRAWINGS FOR IMPROVED SPACE 3,705 1,948 1,757  
DRYER 579 579 0  
REFRIGERATOR 535 535 0  
HEATER / AIR CONDITIONER 1,771 1,771 0  
FITUPS 107 3,237 1,666 1,571  
STOVE/RANGE HOOD 688 688 0  
FITUPS 406 2,959 1,517 1,442  
TABLE 175 175 0  
BOOKCASES 290 290 0  
SMOKE ALARMS 898 898 0  
RANGE HOOD 50 50 0  
CHAIR 204 204 0  
FITUPS 207 1,737 873 864  
2 STOVES 818 818 0  
SMOKE DETECTORS 2,843 1,433 1,410  
PHONE JACKS 134 65 69  
ELECTRICAL/LIGHTING UPDATES 2,783 1,400 1,383  
FAUCETS 100 54 46  
EXPANSION/IMPROVEMENTS 41,310 20,743 20,567  
OFFICE EXPANSION 10,696 5,323 5,373  
HEATER 1,723 1,723 0  
BRICK & MORTAR 5,878 2,829 3,049  
GRAB BARS 2,150 1,036 1,114  
SINKS 2,403 2,403 0  
REFRIGERATOR 455 455 0  
WATER VALVES 1,842 1,842 0  
18 SMOKE DETECTORS 683 324 359  
COMPUTER 816 816 0  
WATER HEATER 803 803 0  
HEATER 641 641 0  
NEW LIGHTING #202 648 302 346  
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 880 402 478  
MOTION LIGHT 246 246 0  
NEW DRAINS 709 323 386  
HEATER RELOCATION 420 203 217  
ELECTRICAL UPDATE 3,475 1,594 1,881  
RANGE/HOOD #205 393 393 0  
CABINETS/CARPENTRY #205, CMN KITCHE & D FUNCTION ROOM 5,578 2,507 3,071  
APT 403 AND STORAGE AREA 3,958 1,814 2,144  
APPLIANCES APT 403 870 870 0  
ARCHITECTURE SERVICES 1,488 1,488 0  
CIRCUIT BREAKER PANEL AND NEW WIRING 52,455 23,165 29,290  
FITUP APT 403 8,267 3,688 4,579  
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 3,231 4,557  
TWO RANGES 794 794 0  
5 NEW SHUTOFF VALVES; MAIN SHUT OFF VALVES 1,246 510 736  
NEW HOT WATER PIPES 913 384 529  
TOILET 402 628 628 0  
NEW WIRING AND GROUND FAULD FOR FIRE BOX 1,741 693 1,048  
FLOORING/CARPETING 4,895 1,884 3,011  
RENOVATIONS 202, 401 208 7,490 2,916 4,574  
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 514 199 315  
KITCHEN IMPROVEMENTS 533 205 328  
COPIER/FAX MACHINE 160 160 0  
TV 899 899 0  
IMPROVEMENTS APT #204 7,002 7,002 0  
IMPROVEMENTS APT #301 8,186 8,186 0  
ROOF RESSTRUCTURE 14,851 5,351 9,500  
WASHER/DRYER/STOVE/FRIG 2,735 2,735 0  
A/C 1,234 1,234 0  
HEATPUMP 1,223 1,223 0  
FRONT DOOR 235 83 152  
SHED W/ELECTRIC 1,445 1,445 0  
HEAT PUMP #107 1,761 1,761 0  
REFRIGERATOR 549 549 0  
REFRIGERATOR 499 499 0  
WINDOWS 1,456 464 992  
SECURITY CAMERA 1,115 1,115 0  
COMPUTER 730 730 0  
KITCHEN AND BATH #308 778 248 530  
FOB SYSTEM 1,729 1,729 0  
BUILDING SEAL 4,759 1,428 3,331  
CARPET CLEANER 1,300 1,300 0  
VACCUUM 419 419 0  
PERSONALIZED WELCOME MAT 305 305 0  
ROOF 78,000 23,400 54,600  
GUEST AND OFFICE CHAIRS 580 580 0  
REFRIDERATOR - 308 509 509 0  
REFRIGERATOR 107 599 599 0  
COMMERICAL WASHER 1,049 1,049 0  
REFRIGERATOR 629 629 0  
REFRIGERATOR 401 509 509 0  
ROOF REPLACEMENT 3,826 1,102 2,724  
LOCKING MECHANISM - FRONT DOOR 983 983 0  
NEW SHUT OFF VALVES 793 793 0  
AC UNITS 2,078 2,078 0  
FIRE PANEL 2,500 2,500 0  
PARTIAL NEW HEATING SYSTEM 100,000 27,500 72,500  
KITCHEN CABINETS 103/408 50% 2,207 606 1,601  
APPLIANCES #408 1,226 1,226 0  
HEATING SYSTEM 139,039 36,208 102,831  
CABINETS 2,543 2,543 0  
NEW TOILET 1,320 1,320 0  
STAIR LIFT MACHINES - ALL FOUR FLOORS 14,000 13,300 700  
FIXTURES, KITCHEN, BATH 109/307 5,882 1,286 4,596  
APPLIANCES 109/307 2,554 2,211 343  
SIGN 2,589 2,115 474  
ELEVATOR 99,961 21,450 78,511  
APPLIANCES 1,188 952 236  
HEATER 1,236 992 244  
HEATER 1,378 1,092 286  
APPLIANCES 1,123 878 245  
HEATERS 1,825 1,403 422  
FURNITURE 1,514 1,158 356  
WASHER 959 728 231  
SECURITY SYSTEM 17,948 13,163 4,785  
ENTRY WAY DOORS 14,658 7,165 7,493  
CARPET 13,175 9,555 3,620  
ENTRY WAY COMPLETION 1,732 786 946  
REFRIGERATORS/STOVE 1,877 1,269 608  
DRYER 969 969 0  
STOVE/REFRIGERATOR (305) 1,288 1,288 0  
STOVE/RANGE HOOD 589 589 0  
PARKING LOT PLANS/SURVEYING 16,850 8,425 8,425  
COMPUTER 3,400 3,400 0  
REFRIGERATOR - 103 760 760 0  
COMMERICAL WASHER 1,093 1,093 0  
HOTPOINT ELECTRIC RANGE 720 720 0  
PARKING LOT PLANS/SURVEYING 7,413 3,026 4,387  
PARKING LOT 183,626 41,827 141,799  
PLUMBING 25,519 2,127 23,392  
WATER FOUNTAIN 5,640 1,285 4,355  
EVERSOURCE PROJECT 16,958 1,272 15,686  
IRRIGATION 11,250 2,563 8,687  
PARKING LOT LIGHTS 2,795 620 2,175  
BUILDING SIGNS 925 586 339  
LAPTOPS 3,000 2,200 800  
SECURITY CAMERA 10,687 7,123 3,564  
FLOOR STRIPPER 1,020 680 340  
GAZEBO 12,441 2,902 9,539  
APPLIANCES 5,118 3,328 1,790  
27 SPRING ST IMPROVEMENTS 66,315 3,316 62,999  
SNOW BLOWER 2,300 1,227 1,073  
COMMERCIAL WASHER AND DRYER, REFIGERATOR 4,763 2,462 2,301  
IMPROVEMENTS 136,013 5,384 130,629  
FURNITURE 3,257 465 2,792  
IMPROVEMENTS 126,010 1,838 124,172  
FURNITURE 9,808 350 9,458  
SECURITY CAMERA UPGRADE 13,556 904 12,652  


TY 2025 LegalFeesSchedule
Name:
MARY A SWEENEY HOME
EIN:
02-0312307
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 3,515 0 0 3,515


TY 2025 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 5,154 0 0 5,154
HOUSE SUPPLIES 17,042 0 0 17,042
INSURANCE 20,192 0 10,096 10,096
EMERGENCY RESPONSE SYSTEM 7,380 0 0 7,380
OFFICE SUPPLIES AND EXPENSE 21,231 0 21,231 0
SOCIAL EVENTS 9,318 0 0 9,318
TELEPHONE/INTERNET 2,125 0 2,125 0
CABLE TELEVISION 18,161 0 0 18,161
ELECTRICITY 40,221 0 0 40,221
REPAIRS AND MAINTENANCE 42,358 0 0 42,358
UTILITIES 26,272 0 0 26,272
ADVERTISING 0 0 0 0
MISCELLANEOUS 3,000 0 0 3,000
LOST INCOME 0 0 0 0


TY 2025 OtherIncomeSchedule2
Name:
MARY A SWEENEY HOME
EIN:
02-0312307
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RESIDENT FEES 170,991   170,991
WASHER/DRYER INCOME 4,013   4,013


TY 2025 OtherProfessionalFeesSchedule
Name:
MARY A SWEENEY HOME
EIN:
02-0312307
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CAMBRIDGE TRUST 70,949 70,949 0 0


TY 2025 TaxesSchedule
Name:
MARY A SWEENEY HOME
EIN:
02-0312307
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 14,032 0 7,016 7,016
FEDERAL EXCISE TAXES 15,580 15,580 0 0
FOREIGN TAXES PAID 2,690 2,690 0 0