Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 05-01-2013 , and ending 04-30-2014
Name of foundation
TAYLOR COMMUNITY
 

Number and street (or P.O. box number if mail is not delivered to street address)435 UNION AVENUE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LACONIA, NH03246
A Employer identification number

02-0222149
B Telephone number (see instructions)

(603) 524-5600
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$58,849,307J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
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) 427,426
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 196,717 196,717 196,717
5a Gross rents.............. 35,099   35,099
b Net rental income or (loss) 33,800
6a Net gain or (loss) from sale of assets not on line 10 467,085
b Gross sales price for all assets on line 6a 3,321,865
7 Capital gain net income (from Part IV, line 2)... 467,085
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 9,280,622 0 9,280,622
12 Total. Add lines 1 through 11........ 10,406,949 663,802 9,512,438
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 337,957 0 337,957 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,299 0 1,299 0
19 Depreciation (attach schedule) and depletion... 1,815,742 0 1,815,742
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 8,620,241 0 7,357,440 1,262,801
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,775,239 0 9,512,438 1,262,801
25 Contributions, gifts, grants paid........ 1,100 1,100
26 Total expenses and disbursements. Add lines 24 and 25 10,776,339 0 9,512,438 1,263,901
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -369,390
b Net investment income (if negative, enter -0-) 663,802
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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............... 38,973 32,229 32,229
2 Savings and temporary cash investments.......... 994,434 3,323,772 3,323,772
3 Accounts receivable bullet347,645
Less: allowance for doubtful accounts bullet   258,140 347,645 347,645
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet74,183
Less: allowance for doubtful accounts bullet0 914,046 74,183 74,183
8 Inventories for sale or use............... 13,009 13,009 13,009
9 Prepaid expenses and deferred charges........... 155,371 122,367 122,367
10a Investments—U.S. and state government obligations (attach schedule) 412,183 Click to see attachment643,100 643,100
b Investments—corporate stock (attach schedule)........ 2,347,451 Click to see attachment2,685,980 2,685,980
c Investments—corporate bonds (attach schedule)........ 739,700 Click to see attachment317,678 317,678
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 5,603,157 Click to see attachment5,836,562 5,836,562
14 Land, buildings, and equipment: basis bullet62,296,248
Less: accumulated depreciation (attach schedule) bullet24,709,234 39,857,536 Click to see attachment37,587,014 37,587,014
15 Other assets (describe bullet) Click to see attachment7,709,426 Click to see attachment7,865,768 Click to see attachment7,865,768
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 59,043,426 58,849,307 58,849,307
Liabilities 17 Accounts payable and accrued expenses.......... 1,044,953 837,526
18 Grants payable...................    
19 Deferred revenue.................. 21,375,940 20,750,958
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 24,105,000 23,430,000
22 Other liabilities (describe bullet) Click to see attachment2,889,514 Click to see attachment1,910,429
23 Total liabilities (add lines 17 through 22).......... 49,415,407 46,928,913
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... -4,225,317 -2,651,065
25 Temporarily restricted................ 5,883,122 6,210,874
26 Permanently restricted................ 7,970,214 8,360,585
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 9,628,019 11,920,394
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 59,043,426 58,849,307
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 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 9,628,019
2 Enter amount from Part I, line 27a..................... 2 -369,390
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 2,704,304
4 Add lines 1, 2, and 3.......................... 4 11,962,933
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 42,539
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 11,920,394
Form 990-PF (2013)
Form 990-PF (2013)
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 SALE OF ASSETS HELD FOR SALE P    
b SALE OF INVESTMENTS      
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 1,727,710   1,408,531 319,179
b 1,594,155   1,446,249 147,906
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       319,179
b       147,906
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 2 467,085
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 0
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012      
2011      
2010      
2009      
2008      
2 Total of line 1, column (d) ...................... 2  
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3  
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5  
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7  
8 Enter qualifying distributions from Part XII, line 4.............. 8  
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter: 1985-12-09(attach copy of letter if necessary–see instructions)
b 1 N/A
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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 0
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 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 0
8 Enter any penalty for underpayment of estimated tax. 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.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-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 page 19 of
the instructions for 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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:
  • By language in the governing instrument, or
  • 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 XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNH
    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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    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 addressbulletWWW.TAYLORCOMMUNITY.ORG
    14
    The books are in care ofbulletED SOUCY Telephone no.bullet (603) 524-5600
    Located atbullet435 UNION AVENUELACONIANH ZIP+4bullet03246
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, 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 instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?.................
    (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.).........
    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 page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    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 2013?.............
    1c
     
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?.........................
    b
    If "Yes," did it have excess business holdings in 2013 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 2013.)....................
    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 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    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
     
     
    .........bullet
    c
    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?............
    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?........................
    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?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    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
    ROBERT J SELIG 603-527-0111 TRUSTEE, CHAIR, CEO
    40.00     		96,244 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    H THOMAS VOLPE 603-524-4567 TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    ROBERT T SMITH 603-528-4205 TRUSTEE, TREASURER, ASST SECRETARY
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    FRANK TILTON 603-528-8466 TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    MITCHELL JEAN 603-528-1376 TRUSTEE, VICE CHAIR
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    JANET MITCHELL 603-524-9574 TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    ROD DYER 603-524-5831 TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    RONALD BAKER III 603-524-9345 TRUSTEE, ASST. TREASURER
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    NANCY CRUTCHER 603-527-8810 TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    MARGARET KERNS 603-528-3802 TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    CARMEN LORENTZ 518-744-2095 TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    MICHAEL TOOMEY 603-528-4129 TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    ELIZABETH POMEROY 603-524-5600 VP, HEALTH SERVICES & ORG
    40.00     		115,252 11,200 0
    435 UNION AVENUE
    LACONIA,NH03246
    TIMOTHY MARTIN 603-527-8702 TRUSTEE, FORMER PRESIDENT/CEO
    2.00     		126,461 7,968 0
    435 UNION AVENUE
    LACONIA,NH03246
    BARBARA WOOD 603-569-1090 TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    RICHARD FLEMING 603-875-7474 TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    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
    EDMUND SOUCY DIRECTOR OF FINANCE
    40.00     		73,428 7,565 0
    435 UNION AVENUE
    LACONIA,NH03426
    THERESA KITTREDGE DIRECTOR OF NURSING
    40.00     		73,406 713 0
    435 UNION AVENUE
    LACONIA,NH03426
    ROBERT S BERRY DIRECTOR OF FACILITI
    40.00     		66,397 157 0
    435 UNION AVENUE
    LACONIA,NH03426
    PAUL CHARLTON DIRECTOR OF MARKETIN
    40.00     		58,282 7,565 0
    435 UNION AVENUE
    LACONIA,NH03426
    DANIEL F THEBERGE DIRECTOR OF MAINTENA
    40.00     		55,617 611 0
    435 UNION AVENUE
    LACONIA,NH03426
    Total number of other employees paid over $50,000...................bullet 3
    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
    SHEEHAN PHINNEY BASS GREEN LEGAL 72,995
    1000 ELM STREET PO BOX 3701
    MANCHESTER,NH03101
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-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 AND MAINTENANCE OF 236 UNITS OF INDEPENDENT HOUSING AND 82 ASSISTED LIVING/NURSING UNITS TO PROVIDE HEALTH CARE MANAGEMENT AND LONG-TERM HEALTH CARE FOR ELDERLY PERSONS. 9,334,659
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-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 page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    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
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
     
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    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 XIII,
    line 1................................
    7
     
    Part XII
    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
     
    b
    Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$  
    a Applied to 2012, 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 2013 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (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 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2013, enter the date of the ruling.......bullet
    1985-12-09
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
    0 0 0 0 0
    b 85% of line 2a ......... 0 0 0 0 0
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		1,838,874 1,494,364 1,909,999 2,213,193 7,456,430
    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 ....     		1,838,874 1,494,364 1,909,999 2,213,193 7,456,430
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		393,141 378,577 372,487 452,555 1,596,760
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the organization 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 bullet
    aThe name, address, and telephone number 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 (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    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
    LACONIA AREA COMMUNITY LAND TRUST
    658 UNION AVE
    LACONIA,NH03246     		N/A PUBLIC CHARITY SUPPORT OF CHARITABLE ORGANIZATION 100
    ST VINCENT DEPAUL
    1269 UNION AVE
    LACONIA,NH03246     		N/A PUBLIC CHARITY SUPPORT OF CHARITABLE ORGANIZATION 1,000
    Total .................................bullet 3a 1,100
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-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
    aENTRANCE FEES         2,555,673
    bPERIODIC RESIDENT INCOME         6,468,668
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 196,717  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 33,800  
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 467,085  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aAUXILIARY INCOME     03 256,281  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 953,883 9,024,341
    13Total. Add line 12, columns (b), (d), and (e)..................
    139,978,224
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1A-B IT IS THE TAYLOR COMMUNITY'S MISSION TO PROVIDE AFFORDABLE HOUSING AND HEALTH CARE FOR THE ELDERLY. THE COMMUNITY IS RESPONSIBLE FOR ALL PROPERTY MAINTENANCE AND PROVIDES A 24-HOUR MEDICAL ALERT SYSTEM. THE COMMUNITY OFFERS RESIDENTS A COMPREHENSIVE PACKAGE OF IN-HOME SERVICES INCLUDING HEALTH CARE, ACTIVITIES, TRANSPORTATION AND SHOPPING ASSISTANCE. AT NO TIME DOES THE COMMUNITY TRANSFER TO ANY RESIDENT ANY INTEREST IN REAL PROPERTY. THE ENTRANCE FEES AND PERIODIC RESIDENT INCOME RECEIVED HELPS TO DEFRAY THE COST OF PROVIDING LIFE-TIME CARE TO ITS RESIDENTS.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    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) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    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) of the Code (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 or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    TAYLOR COMMUNITY
     
    Employer identification number

    02-0222149
    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 is not covered by the General Rule and/or the Special Rules does not 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 does not 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, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    TAYLOR COMMUNITY
          		Employer identification number

    02-0222149
    Part I
    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
     
     

    ALMIRA T CAMPBELL  
    8820 WALTHER BLVD APT 1614
     
    BALTIMORE, MD21234

    		$10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    AMY JONES  
    37 TAYLOR DRIVE
     
    WOLFEBORO, NH03894

    		$13,293


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    VICKIE ROUTHIER  
    62 PLEASANT STREET
     
    LACONIA, NH03246

    		$5,000


    (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, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    TAYLOR COMMUNITY
          		Employer identification number

    02-0222149
    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
    2
    		 150 SHARES OF SCHLUMBERGER LTD STOCK $13,293 2013-09-25
    (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, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    TAYLOR COMMUNITY
          		Employer identification number

    02-0222149
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. 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, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    TAYLOR COMMUNITY
    EIN: 02-0222149
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BARCLAYS BK PLC 5% 26,990 26,990
    GENERAL ELECTRIC CAP CORP VARIABLE 35,294 35,294
    MERCK & CO. INC. 4.750% 25,911 25,911
    MICROSOFT CORP. 1.625% 50,905 50,905
    BERKSHIRE HATHAWAY 0.800% 50,265 50,265
    GENERAL ELECTRIC CAP CORP 5.625% 28,364 28,364
    CHEVRON CORP. 1.104% 49,687 49,687
    WAL-MART STORES INC. 1.950% 50,262 50,262

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    TAYLOR COMMUNITY
    EIN: 02-0222149
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 40,336 40,336
    AFLAC INC 23,206 23,206
    AGILENT TECHNOLOGIES 22,967 22,967
    ALLEGION PLC 10,265 10,265
    AMGEN INC 21,233 21,233
    APPLE INC 35,405 35,405
    ARCHER DANIELS MIDLAND CO 39,357 39,357
    AUTOMATIC DATA PROCESSING 35,082 35,082
    BANK OF AMERICA CORP 17,411 17,411
    BEAM INC COM 33,388 33,388
    CARDINAL HEALTH INC 19,115 19,115
    COMCAST CORP CLASS A 19,669 19,669
    CONOCOPHILLIPS 36,783 36,783
    DISNEY WALT CO 26,182 26,182
    DOMINION RESOURCES INC VA 27,203 27,203
    DUPONT E I DE NEMOURS & CO 34,333 34,333
    EXXON MOBIL CORP 40,964 40,964
    FORTUNE BRANDS INC 15,940 15,940
    GAMESTOP CORP 33,728 33,728
    GENERAL ELEC CO 29,579 29,579
    GLAXO SMITHLINE 35,991 35,991
    GOOGLE INC CLASS A 8,023 8,023
    GOOGLE INC CLASS C 7,900 7,900
    HARTFORD FINANCIAL SERVICE GROUP 16,500 16,500
    INGERSOLL RAND PUBLIC LIMITED COMPANY 37,375 37,375
    INTERNATIONAL BUSINESS MACHINES CORP 29,471 29,471
    JOHNSON & JOHNSON 34,945 34,945
    KIMBERLY CLARK CORP 37,604 37,604
    MCDONALDS CORP 39,031 39,031
    MDU RES GROUP INC 34,357 34,357
    METLIFE INC 14,920 14,920
    MICROCHIP TECHNOLOGY INC 39,696 39,696
    MICROSOFT CORP 40,400 40,400
    NORFOLK SOUTHERN CORP 40,648 40,648
    ORACLE CORPORATION 27,390 27,390
    PEPSICO INC 40,798 40,798
    PHILIP MORRIS INTL 12,815 12,815
    PHILLIPS 20,555 20,555
    PRAXAIR INC 28,068 28,068
    SPECTRA ENERGY CORP 38,717 38,717
    STRYKER CORP 35,376 35,376
    TEXTRON INC 26,585 26,585
    TRAVELERS COMPANIES INC 12,228 12,228
    TJX CO INC 58,180 58,180
    VERIZON COMM 37,384 37,384
    WELLS FARGO & CO 32,266 32,266
    ABBOT LABS 12,939 12,939
    ABBVIE INC 17,395 17,395
    APPLE INC 43,077 43,077
    ARECELOMITTAL SA LUXEMBURG ADR 22,945 22,945
    BALL CROP 53,605 53,605
    BLACKROCK INCORPORATED CLASS A 39,732 39,732
    CISCO SYSTEMS 22,902 22,902
    COACH INC 13,038 13,038
    CONCOPHILLIPS 38,493 38,493
    CSX CORP 27,006 27,006
    DR HORTON INC 16,888 16,888
    DANAHER CORP 43,881 43,881
    DOMINION RESOURCES INC 28,436 28,436
    DU PONT E I DE NEMOURS & CO 57,020 57,020
    EAST WEST BANCORP INCORPORATED 26,504 26,504
    EXELON CORP 15,798 15,798
    EXXON MOBIL 46,699 46,699
    FRANKLIN RESCOURCES INC 50,570 50,570
    ILLINOISE TOOL WORKS INC 52,075 52,075
    INTERNATIONAL BUSINESS MACHINES CORP 16,307 16,307
    JOHNSON & JOHNSON 38,997 38,997
    JOHNSON CONTROLS INC 27,355 27,355
    MARATHON OIL CORP 28,884 28,884
    MARATHON PETROLEUM CORPORATION 22,866 22,866
    MARSH & MCLENNAN COS INC 32,890 32,890
    MCKESSON CORPORATION 36,883 36,883
    NORFOLK SOUTHERN CORP 50,006 50,006
    NVR INCORPORATAED 15,078 15,078
    ORACLE CORPORATION 27,553 27,553
    PEPSICO INC 37,620 37,620
    PHILLIPS 21,554 21,554
    QUALCONM INC 44,865 44,865
    SIEMENS AG ADR 34,935 34,935
    SNAP-ON INC 25,056 25,056
    SYSCO CORP 43,862 43,862
    THERMO FISHER SCIENTIFIC 38,532 38,532
    TOLL BROTHERS INCORPORATED 16,161 16,161
    UNION PAC CORP 29,897 29,897
    UNITED TECHNOLOGIES 47,924 47,924
    UNITEDHEALTH GROUP INC 34,593 34,593
    WAL-MART STORES INC 35,790 35,790

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    TAYLOR COMMUNITY
    EIN: 02-0222149
    US Government Securities - End of Year Book Value:

    518,688
    US Government Securities - End of Year Fair Market Value:

    518,688
    State & Local Government Securities - End of Year Book Value:


    124,412
    State & Local Government Securities - End of Year Fair Market Value:


    124,412


    TY 2013 InvestmentsOtherSchedule2
    Name:
    TAYLOR COMMUNITY
    EIN: 02-0222149
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FEDERATED PRIME #853 P FMV 382,337 382,337
    FEDERATED PRIME #853 I FMV 113,661 113,661
    CASH FMV 139 139
    GOVERNMENT II MONEY MARKET FUND 033 FMV 251,667 251,667
    FEDERATED TOTAL RETUN #328 FMV 479,331 479,331
    BLACKROCK INFL PROTECTED #360 CL I FMV 54,986 54,986
    VANGUARD GNMA FUND #536 FMV 922,479 922,479
    VANGUARD GNMA FUND #536 FMV 26,219 26,219
    VANGUARD GNMA FUND #536 FMV 351,693 351,693
    VANGUARD TOTAL STOCK MARKET ETF FMV 390,120 390,120
    ISHARES CORE S&P SMALL- CAP ETF FMV 51,958 51,958
    ISHARES S&P MIDCAP 400 GROWTH FMV 95,298 95,298
    ISHARES S&P MIDCAP 400 VALUE FMV 98,523 98,523
    ISHARES S&P SMALL CAP 600 VALUE FMV 41,569 41,569
    ISHARES S&P SMALLCAP 600 GROWTH FMV 40,653 40,653
    SPDR CONSUMER STAPLES SECTOR FMV 23,669 23,669
    SPDR ENERGY SECTOR FMV 91,490 91,490
    SPDR FINANCIAL SECTOR FMV 54,329 54,329
    SPDR - HEALTHCARE SECTOR FMV 56,028 56,028
    SPDR MATERIALS SECTOR FMV 13,681 13,681
    SPDR TECHNOLOGY SECTOR FMV 43,120 43,120
    VANGUARD TOTAL STOCK MARKET IDX FMV 1,119,666 1,119,666
    VANGUARD TOTAL STOCK MARKET IDX FMV 592,063 592,063
    BLACKROCK INTL OPP #334 FMV 80,654 80,654
    ISHARES INC FRANCE FMV 44,039 44,039
    ISHARES INC AUSTRALIA FMV 49,356 49,356
    ISHARES TR MSCI EMERGING MKTS FMV 25,583 25,583
    ISHARES INC MSCI GERMANY FMV 51,575 51,575
    ISHARES MSCI HONG KONG FMV 21,639 21,639
    ISHARES MSCI ITALY FMV 11,149 11,149
    ISHARES MSCI JAPAN FMV 46,547 46,547
    ISHARES MSCI NETHERLANDS FMV 8,969 8,969
    ISHARES MSCI SOUTH AFRICA FMV 16,430 16,430
    ISHARES MSCI SPAIN FMV 11,584 11,584
    ISHARES MSCI SWEDEN FMV 14,416 14,416
    ISHARES MSCI SWITZERLAND FMV 16,849 16,849
    ISHARES MSCI UNITED KINGDOM FMV 48,980 48,980
    SPDR S&P CHINA EXCHANGE TRADED FUND FMV 22,403 22,403
    VANGUARD TOTAL INT STOCK INDEX FMV 71,710 71,710

    TY 2013 LandEtcSchedule2
    Name:
    TAYLOR COMMUNITY
    EIN: 02-0222149
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND & IMPROVEMENTS 4,348,142 343,655 4,004,487 4,004,487
    BUILDINGS & IMPROVEMENTS 52,309,027 20,635,772 31,673,255 31,673,255
    FURNISHINGS & EQUIPMENT 5,639,079 3,729,807 1,909,272 1,909,272


    TY 2013 OtherAssetsSchedule
    Name:
    TAYLOR COMMUNITY
    EIN: 02-0222149
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    LOAN ORIGINATION FEES, LESS ACCUMULATED AMORTIZATION 289,723 276,654 276,654
    TRUST FUNDS HELD BY OTHERS 6,982,097 7,372,466 7,372,466
    ASSETS HELD FOR SALE 437,606 216,648 216,648


    TY 2013 OtherDecreasesSchedule
    Name:
    TAYLOR COMMUNITY
    EIN: 02-0222149
    Description Amount
    BOND RESTRUCTURING COSTS 42,539


    TY 2013 OtherExpensesSchedule
    Name:
    TAYLOR COMMUNITY
    EIN: 02-0222149
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NURSING & ASSISTED LIVING 2,620,328 0 2,620,328 0
    CARE MANAGEMENT 1,205,432 0 1,205,432 0
    RESIDENT ACTIVITIES 165,099 0 165,099 0
    DIETARY 964,289 0 964,289 0
    BEAUTY SHOP 55,925 0 55,925 0
    HOUSEKEEPING 293,100 0 293,100 0
    MAINTENANCE 1,235,300 0 463,913 771,387
    GROUNDS 499,507 0 499,507 0
    ADMINISTRATION 1,089,847 0 1,089,847 0
    MUNICIPAL PAYMENTS 400,606 0 0 400,606
    NURSING FACILITY QUALITY ASSESSMENT 90,808 0 0 90,808


    TY 2013 OtherIncomeSchedule2
    Name:
    TAYLOR COMMUNITY
    EIN: 02-0222149
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ENTRANCE FEES 2,555,673   2,555,673
    PERIODIC RESIDENT INCOME 6,468,668   6,468,668
    AUXILIARY INCOME 256,281   256,281


    TY 2013 OtherIncreasesSchedule
    Name:
    TAYLOR COMMUNITY
    EIN: 02-0222149
    Description Amount
    CHANGE IN UNREALIZED APPRECIATION OF INVESTMENTS - BOOK PURPOSES 780,475
    CHANGE IN TRUST FUNDS HELD BY OTHERS 390,371
    CHANGE IN BOND SWAP FAIR VALUE 1,533,458


    TY 2013 OtherLiabilitiesSchedule
    Name:
    TAYLOR COMMUNITY
    EIN: 02-0222149
    Description Beginning of Year - Book Value End of Year - Book Value
    DEPOSITS ON ENTRANCE FEES 200,722 378,272
    ANNUITIES PAYABLE 195,052 170,889
    INTEREST RATE SWAP CONTRACT 2,168,781 635,323
    NURSING FACILITY QUALITY ASSESSMENT PAYABLE 314,078 233,888
    DEFERRED COMPENSATION 10,881 9,099
    LINE OF CREDIT 0 482,958


    TY 2013 TaxesSchedule
    Name:
    TAYLOR COMMUNITY
    EIN: 02-0222149
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE TAXES 1,299 0 1,299 0