2025-08-05T07:45:00-05:00 2024-12-31 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990 2024-01-01 030323491 FRANKLIN HOMESTEAD INC FRAN 8022852944 114 HOMESTEAD DRIVE FRANKLIN VT 05457 JEAN RICHARD TREASURER 8022852944 2025-08-05 1 0 CONNIE FELLION P01875413 8026581808 2025-08-05 2024 2025-03-06 01:10:19Z JEAN RICHARD 114 HOMESTEAD DRIVE FRANKLIN VT 05457 804489 0 X N/A X 1990 VT PROVIDE AND PROMOTE AFFORDABLE, SAFE AND CONVENIENT HOUSING FOR CITIZENS FIFTY-FIVE AND OVER. 9 7 21 10 0 0 248643 139697 630939 641252 12686 23049 4767 491 897035 804489 0 0 0 0 310538 304390 0 0 0 379983 376630 690521 681020 206514 123469 1729110 1865266 805089 799333 924021 1065933 PROVIDE AND PROMOTE AFFORDABLE, SAFE AND CONVENIENT HOUSING FOR CITIZENS FIFTY-FIVE AND OVER. 0 0 570052 641742 TO PROVIDE AFFORDABLE SENIOR HOUSING 570052 1 1 0 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 7 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 X JEAN RICHARD 8022852944 114 HOMESTEAD DRIVE FRANKLIN VT 05457 JAY HARTMAN PRESIDENT 1.00 X X 0 0 0 PATRICIA WHITTEMORE VICE PRESIDENT 1.00 X X 0 0 0 JEAN RICHARD TREASURER 20.00 X X 25241 0 0 MARY B LAROSE SECRETARY 1.00 X X 0 0 0 JOHN COTE DIRECTOR 1.00 X 0 0 0 ANNE FLEMING DIRECTOR 1.00 X 10103 0 0 EMMA GERRARD DIRECTOR 1.00 X 0 0 0 GEORGE ROBSON DIRECTOR 1.00 X 0 0 0 SUZANNE HULL-CASAVANT DIRECTOR 1.00 X 0 0 0 STACY SILLOWAY MANAGER 32.00 X 57792 0 0 93136 0 0 0 0 0 0 0 139697 139697 TENANT RENT 900002 342823 342823 SERVICE REVENUE 900099 158774 158774 HAP/VSHA RENT 900002 139655 139655 641252 23049 23049 MISC. INCOME 900099 491 491 491 804489 641743 0 23049 93136 73000 20136 207289 161732 45557 805 629 176 3160 2469 691 12215 12215 270 270 22370 22370 5940 5940 71451 70379 1072 33026 32531 495 UTILITIES 101837 100309 1528 MEALS 55138 55138 REPAIRS & MAINTENANCE 39826 39826 PROPERTY TAXES 34557 34039 518 681020 570052 110968 0 40448 31652 81070 92022 9462 24741 3271811 2088386 1052883 1183425 545247 533426 1729110 1865266 9321 9314 757730 751359 38038 38660 805089 799333 X 906140 1061076 17881 4857 924021 1065933 1729110 1865266 123469 18443 0 X 0 1 X 1 0 X 81003 47401 47133 248643 139697 563877 489944 546451 609489 630939 641252 2918075 570947 593852 656622 879582 780949 3481952 500 500 136185 84524 220709 136185 85024 221209 3260743 5532 5172 6031 12686 23049 52470 5532 5172 6031 12686 23049 52470 12228 5813 402 4767 491 23701 588707 604837 663055 897035 804489 3558123 0.91640 0.93630 0.01470 0.01070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 135670 135670 3050496 2027409 1023087 45862 34572 11290 39783 26405 13378 1183425 CORPORATE BONDS 22789 F CASH AND MONEY MARKET FUNDS 255424 F MUTUAL FUNDS 112705 F COMMON STOCK 142508 F 533426 SECURITY DEPOSITS 38660 38660 X 822932 18443 18443 804489 0 804489 681020 0 681020 0 681020 PART X, LINE 2: FHI IS EXEMPT FROM FEDERAL INCOME TAX AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE NATURE OF ANY UNCERTAIN TAX POSITIONS IS REQUIRED TO BE DISCLOSED IN THE FINANCIALSTATEMENTS. FOR TAX-EXEMPT ENTITIES, TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, AS EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. MANAGEMENT BELIEVES FHI HAS NO UNCERTAIN TAX POSITIONS. THE ORGANIZATION ANTICIPATES THAT IT WILL NOT HAVE A CHANGE IN UNCERTAIN TAX POSITIONS DURING THE NEXT TWELVE MONTHS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. IF NECESSARY, FHI WOULD ACCRUE INTEREST AND PENALTIES ON UNCERTAIN TAX POSITIONS AS A COMPONENT OF THE PROVISION FOR INCOME TAXES. THE ORGANIZATION IS NO LONGER SUBJECT TO FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE THE YEAR ENDED DECEMBER 31, 2021. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD WILL RECEIVE AN ELECTRONIC COPY OF THE RETURN FOR REVIEW PRIOR TO FINAL FILING WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 18 PUBLIC INSPECTION COPY AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT DOCUMENTS AVAILABLE UPON REQUEST.