2025-09-30T11:12:22-05:00 2024-12-31 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990PF 2024-01-01 030184240 OM FISHER HOME INC OMFI 8022231068 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 CLAUDIA BROUSSEAU TREASURER 8022231068 2025-09-25 1 0 CONNIE FELLION P01875413 8026581808 2025-09-22 2024 2025-03-06 01:10:19Z X 16581879 X 168219 52497 52497 226242 683796 226242 0 5266488 0 5266488 5713446 226242 5318985 274961 0 274961 0 2703845 0 2703845 0 219322 0 219322 0 40991 0 40991 0 18178 0 18178 0 468765 0 468765 0 443689 0 443689 0 718278 0 718278 602319 0 602319 0 1394639 0 -167363 816017 6884987 0 5322985 816017 0 0 6884987 0 5322985 816017 -1171541 226242 0 523364 116408 116408 61344 107770 107770 215672 219463 215672 215672 105214 123195 123195 407781 512268 512268 2027116 1931303 1931303 99019 50135 50135 21884487 8359359 12722001 13525128 13525128 685008 0 0 16850310 16581879 16581879 928166 376765 9030699 10156342 6141276 6398700 16100141 16931807 X 735169 -364928 15000 15000 750169 -349928 16850310 16581879 750169 -1171541 71444 -349928 0 -349928 PUBLICLY TRADED SECURITIES 683796 456899 226897 226897 DISPOSAL OF FIXED ASSETS P 17133 17788 -655 -655 226242 0 X 1989-01-01 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 VT 1 1 0 0 0 1 WWW.WESTVIEWMEADOWS.COM DAWN PALOWSKI 8022231068 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT LORD JR 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 PRESIDENT 1.00 0 0 0 CLAUDIA BROUSSEAU 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 TREASURER 1.00 0 0 0 JAMES MCQUESTON 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 SECRETARY 1.00 0 0 0 BEVERLEE HILL 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 TRUSTEE 1.00 0 0 0 HANS ASOERA 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 VICE-PRESIDENT 1.00 0 0 0 MICHAEL DELLIPRISCOLI 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 TRUSTEE 1.00 0 0 0 BRIAN GREARSON 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 TRUSTEE 1.00 0 0 0 DAWN PALOWSKI 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 EXECUTIVE DIRECTOR 40.00 213110 4183 0 ERIKA MAYO 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 BUSINESS MANAGER 40.00 42606 15062 0 GLORIA RICE 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 TRUSTEE 1.00 0 0 0 STEVE MACKENZIE 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 TRUSTEE 1.00 0 0 0 SARAH S SADOWSKY 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 RFS DIRECTOR 40.00 91778 4564 0 CHARLES MEEKS 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 MAINT. DIRECTOR 40.00 80790 13394 0 OLIVIA L PETERSON 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 RC DIRECTOR 40.00 78506 2355 0 SUSAN SCOTT 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 RC COORDINATOR 40.00 65249 1953 0 DEVEN SIERGIEY 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 EXECUTIVE CHEF 40.00 63749 1912 0 0 NONE 0 WESTVIEW MEADOWS - INDEPENDENT LIVINGTHE INDEPENDENT LIVING WING OF WESTVIEW MEADOWS HAS 36 INDEPENDENT LIVING APARTMENTS. ALL APARTMENTS OFFER A SPACIOUS LIVING ROOM, FULLY APPLIANCED KITCHEN, AND COMFORTABLE DINING AREA FOR THE RESIDENTS. 24-HOUR EMERGENCY RESPONSE SERVICE IS PROVIDED FOR CAREFREE LIVING. 1569885 WESTVIEW MEADOWS - RESIDENTIAL CARETHE RESIDENTIAL CARE WING OF WESTVIEW MEADOWS HAS 16 RESIDENTIAL CARE APARTMENTS. ALL APARTMENTS ARE COMPLETE WITH DINING ROOM, COUNTRY KITCHEN, AND ACTIVITY AREA. STAFF IS AVAILABLE AROUND THE CLOCK FOR ANY NEEDED ASSISTANCE. RESIDENTIAL CARE RESIDENTS, IN ADDITION TO THE SAME SERVICES OFFERED TO WESTVIEW MEADOWS INDEPENDENT LIVING RESIDENTS, ALSO RECEIVE THREE NUTRITIOUS DAILY MEALS AND WEEKLY LAUDRY SERVICE. SERVICES ALSO INCLUDE, BUT ARE NOT LIMITED TO, NURSING OVERSIGHT, AND MEDICATION MANAGEMENT. 1327514 GARY RESIDENCE - RESIDENTIAL CARETHE ENTIRE GARY RESIDENCE IS A FULLY-LICENSED RESIDENTIAL CARE HOME WHICH HAS 13 PRIVATE SUITES AVAILABLE. STAFF IS ON SIGHT 24/7 TO HELP RESIDENTS WITH THEIR DAILY LIVING NEEDS. SERVICES ALSO INCLUDE, BUT ARE NOT LIMITED TO, NURSING OVERSIGHT, MEAL SERVICE, HOUSEKEEPING, LAUNDRY SERVICE, AND MEDICATION MANAGEMENT. 3376342 0 2566048 347660 16800000 19713708 0 0 19713708 295706 19418002 970900 X 816017 0 1471405 2287422 1989-01-01 X 0 0 0 0 0 0 0 0 0 0 2287422 363756 673150 784168 4108496 0 0 0 0 0 2287422 363756 673150 784168 4108496 0 0 647267 654821 608336 553553 2463977 0 0 0 0 X 0 0 NONREFUNDABLE DEPOSITS 166800 OTHER INCOME 29414 14 52497 18 226242 RENTAL INCOME - NONINVEST 5015094 COMMUNITY FEE 53500 PERSONAL SERVICE INCOME 1680 0 278739 5266488 5545227 1A NONREFUNDABLE DEPOSITS OF UNITS ACQUIRED BY NEW TENANTS. 1B INCOME FROM MEALS AND REIMBURSEMENT OF CABLE FROM RESIDENTS. 11A RENTAL FEES FROM RESIDENTS. 11B COMMUNITY FEES FROM RESIDENTS. 11C PERSONAL SERVICE FEES FROM RESIDENTS. 0 0 0 0 0 0 0 0 0 0 X X 1 STATE OF VERMONT NATIONAL LIFE DRIVE MONTPELIER VT 05620 158219 X 50,000 WHOLE FOODS MKT INC DUE 12/03/25 5.200% 50135 50135 100SH THERMO FISHER SCIENTIFIC INC 52023 52023 365SH TJX COS INC 44096 44096 90SH VISA INC 28444 28444 1,750SH WARNER BROS DISCOVERY INC 18498 18498 450SH ABB LTD ADR 24366 24366 230SH ACCENTURE PLC IRELAND 80912 80912 825SH ENBRIDGE INC 35005 35005 215SH VANGUARD MID-CAP VALUE ETF 34781 34781 180SH VANGUARD SMALL CAP VALUE ETF 35672 35672 60SH FIRST SOLAR INC 10574 10574 350SH LAM RESEARCH GROUP 25281 25281 66SH MASTERCARD INC 34754 34754 650SH NEXTERA ENERGY INC 46599 46599 1,000SH PFIZER INC 26530 26530 860SH REALTY INCOME CORPORATION 45933 45933 700SH TRUIST FINL CORP 30366 30366 120SH UNION PACIFIC CORP 27365 27365 90SH EATON CORP PLC 29868 29868 41SH COSTCO WHOLESALE CORPORATION 37567 37567 450SH RTX CORPORATION 52074 52074 220SH MICROSOFT CORP 92730 92730 300SH VANGUARD SHORT TREM INFLATION PROT SECS ETF 14526 14526 515SH ABBOTT LABORATORIES 58252 58252 305SH ABBVIE INC 54199 54199 175SH AIR PRODUCTS & CHEMICAL INC 50757 50757 265SH ALPHABET INC CAP STK CL A 50165 50165 345SH AMAZON COM INC 75689 75689 370SH PALO ALTO NETWORKS INC 83702 83702 395SH APPLE INC 98916 98916 170SH ANALOG DEVICES INC 36118 36118 225SH AUTODESK INC 66503 66503 210SH BECTON DICKINSON & COMPANY 47643 47643 63SH BLACKROCK INC 64582 64582 115SH CME GROUP INC 26706 26706 200SH CONSTELLATION BRANDS INC 44200 44200 415SH CVS HEALTH CORP 18630 18630 118SH HONEYWELL INTL INC 26655 26655 240SH JP MORGAN CHASE & CO 57530 57530 150SH LOWES COMPANIES INC 37020 37020 350SH ISHARES CORE S&P SMALL-CAP ETF 40327 40327 90SH META PLATFORMS INC 52696 52696 325SH NVIDIA CORPORATION 43644 43644 130SH PROCTOR & GAMBLE CO 21795 21795 250SH ALPHABET INC CAP STK CL C 47610 47610 512268 512268 0 0 LEGAL FEES 40991 0 40991 0 ASSETS NOT IN SERVICE 685008 0 0 ACTIVITIES 26000 0 26000 0 BANK & CREDIT CARD FEES 307 0 307 0 CABLE TV 77475 0 77475 0 DATA PROCESSING 344622 0 344622 0 GAS - COOKING 4068 0 4068 0 GROCERIES 301662 0 301662 0 IN-SERVICE TRAINING 14898 0 14898 0 INSURANCE 151978 0 151978 0 LINEN SERVICE 18428 0 18428 0 MEETINGS/ADVERTISING 205789 0 205789 0 MISCELLANEOUS 39015 0 39015 0 SUPPLIES 142519 0 142519 0 TELEPHONE 32808 0 32808 0 FLOOD EXPENDITURES 35070 0 35070 0 EXPENSES EXCEEDING INCOME - ACCRUAL 0 0 -1562002 0 EXPENSES EXCEEDING INCOME - CASH 0 0 0 816017 NONREFUNDABLE DEPOSITS 166800 166800 OTHER INCOME 29414 29414 RENTAL INCOME - NONINVEST 5015094 5015094 COMMUNITY FEE 53500 53500 PERSONAL SERVICE INCOME 1680 1680 UNREALIZED GAIN ON INVESTMENTS 71444 REFUNDABLE DEPOSITS 5917764 6062019 ACCRUED WAGES 169152 253874 PREPAID RENT 54360 82807 INVESTMENT MANAGEMENT FEES 18178 0 18178 0 PAYROLL TAXES 241011 0 241011 0 PROPERTY TAXES 202678 0 202678 0