Totals
- Total revenue
- $30,973
- Total expenses
- $40,603
- Contributions and grants received
- $27,800
- Grants paid
- $23,250
- Program service revenue
- $0
- Investment income
- $2,957
- Other revenue
- $216
- Total assets, end of year
- $656,649
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $656,649
- Program services expenses (Part IX)
- $23,250
- Management and general expenses
- $17,353
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $23,250
Program services were 57.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$27,800
-
3 · Investment income
total $2,957 · excluded $2,957
-
10a · Gross sales of inventory
$789
-
10b · Cost of goods sold
$573
-
10c · Net income from sales of inventory
total $216 · related or exempt $216
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $23,250 · program services $23,250
-
11c · Fees: accounting
total $4,592 · management and general $4,592
-
13 · Office expenses
total $12,761 · management and general $12,761
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,575 · end of year $4,139
-
2 · Savings and temporary cash investments
beginning of year $148,130 · end of year $138,983
-
4 · Accounts receivable
beginning of year $733
-
8 · Inventories for sale or use
beginning of year $10,774 · end of year $9,985
-
10a · Land, buildings and equipment: cost or other basis
$180,157
-
10b · Land, buildings and equipment: accumulated depreciation
$180,157
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $4,900,205
-
15 · Other assets
beginning of year $629,854 · end of year $503,542
-
17 · Accounts payable and accrued expenses
beginning of year $74,209
-
27 · Net assets without donor restrictions
beginning of year $2,471,934 · end of year $153,107
-
28 · Net assets with donor restrictions
beginning of year $3,146,128 · end of year $503,542
Mission and programs · 2022
Mission
THE PURPOSE OF THE PEABODY HOME FOUNDATION IS TO COMMUNICATE THE MISSION OF THE PEABODY RETIREMENT COMMUNITY, A RELATED TAX EXEMPT ORGANIZATION, AND IDENTIFY OPPORTUNITIES FOR INDIVIDUALS, BUSINESSES, AND FOUNDATIONS TO SUPPORT THE MISSION OF PRC FOR THE PURPOSE OF ENHANCING THE QUALITY OF LIFE OF PRC'S RESIDENTS.
-
THE PEABODY HOME FOUNDATION (PHF) WAS FORMED TO PROVIDE BENEVOLENT SERVICES TO RESIDENTS OF THE PEABODY RETIREMENT COMMUNITY (PRC), A RELATED TAX-EXEMPT ORGANIZATION, WHOSE FINANCIAL MEANS COULD NO LONGER COVER THE ENTIRE COST OF THEIR CARE. PHF PROVIDES GRANTS AND EXPENDITURES FOR RETIREMENT AND HEALTH CARE SERVICES TO THE ELDERLY AND ILL THROUGHOUT THE PEABODY RETIREMENT COMMUNITY.
Expenses $23,250 · Grants $23,250
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Judy MooreJUDY MOORE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Stephan ZahnSTEPHAN ZAHN
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Marcia MorrisMARCIA MORRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Albert SchlittALBERT SCHLITT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Rod CraftROD CRAFT
DIRECTOR
- Total calculated
- $165,060
- From this org
- $0
- From related orgs
- $152,579
- Other
- $12,481
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $152,579 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $12,481 related
- Filer's total
- $0 + $165,060 related
-
Gary Friend Resg Jun 2022GARY FRIEND RESG JUN 2022
DIRECTOR
- Total calculated
- $68,278
- From this org
- $0
- From related orgs
- $68,278
- Other
- $0
- Hours/week
- 1 + 40 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
OPERATING SUPPORT.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
THE PEABODY RETIREMENT COMMUNITY
501(C)(3) · HEALTHCARE · IN
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 31 January 2024
- IRS schema version
- 2022v5.0
- Source object
- 202440319349301019
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