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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 05-01-2018 , and ending 04-30-2019
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$62,545,738J 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) 624,207
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 324,726 324,726 324,726
5a Gross rents............ 36,438   36,438
b Net rental income or (loss) 32,796
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 101,930
b Gross sales price for all assets on line 6a 1,045,104
7 Capital gain net income (from Part IV, line 2)... 102,517
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 15,474,864 0 15,474,864
12 Total. Add lines 1 through 11........ 16,562,165 427,243 15,836,028
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 317,980 0 317,980 0
14 Other employee salaries and wages...... 5,846,800 0 5,247,723 599,077
15 Pension plans, employee benefits....... 1,424,713 0 1,286,572 138,141
16a Legal fees (attach schedule)......... Click to see attachment 171,649 0 171,649 0
b Accounting fees (attach schedule)....... Click to see attachment 46,700 0 46,700 0
c Other professional fees (attach schedule).... Click to see attachment 17,520 0 17,520 0
17 Interest............... 659,097 0 566,823 92,274
18 Taxes (attach schedule) (see instructions)... Click to see attachment 476,180 0 410,025 66,155
19 Depreciation (attach schedule) and depletion... 2,165,974 0 2,165,974
20 Occupancy.............. 708,687 0 612,770 95,917
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 168,816 0 156,654 12,162
23 Other expenses (attach schedule)....... Click to see attachment 3,607,788 0 3,218,709 389,079
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,611,904 0 14,219,099 1,392,805
25 Contributions, gifts, grants paid....... 950 950
26 Total expenses and disbursements. Add lines 24 and 25 15,612,854 0 14,219,099 1,393,755
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 949,311
b Net investment income (if negative, enter -0-) 427,243
c Adjusted net income (if negative, enter -0-)... 1,616,929
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 900 650 650
2 Savings and temporary cash investments......... 3,940,589 5,720,358 5,720,358
3 Accounts receivable bullet310,862
Less: allowance for doubtful accounts bullet   218,189 310,862 310,862
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) bullet209,791
Less: allowance for doubtful accounts bullet0 340,045 209,791 209,791
8 Inventories for sale or use.............. 21,697 21,697 21,697
9 Prepaid expenses and deferred charges.......... 176,362 393,261 393,261
10a Investments—U.S. and state government obligations (attach schedule) 690,651 Click to see attachment575,085 575,085
b Investments—corporate stock (attach schedule)....... 3,665,533 Click to see attachment4,191,454 4,191,454
c Investments—corporate bonds (attach schedule)....... 2,062,909 Click to see attachment2,303,667 2,303,667
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,090,039 Click to see attachment6,355,537 6,355,537
14 Land, buildings, and equipment: basis bullet67,551,645
Less: accumulated depreciation (attach schedule) bullet32,892,163 33,850,001 Click to see attachment34,659,482 34,659,482
15 Other assets (describe bullet) Click to see attachment7,776,200 Click to see attachment7,803,894 Click to see attachment7,803,894
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 58,833,115 62,545,738 62,545,738
Liabilities 17 Accounts payable and accrued expenses.......... 1,556,543 1,546,105
18 Grants payable.................    
19 Deferred revenue................. 31,216,016 34,031,397
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 15,273,353 14,736,671
22 Other liabilities (describe bullet) Click to see attachment319,061 Click to see attachment210,304
23 Total liabilities (add lines 17 through 22)......... 48,364,973 50,524,477
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. -3,881,378 -2,300,626
25 Temporarily restricted............... 5,585,201 5,529,874
26 Permanently restricted............... 8,764,319 8,792,013
Foundations that do not follow SFAS 117, check here 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 instructions)..... 10,468,142 12,021,261
31 Total liabilities and net assets/fund balances (see instructions). 58,833,115 62,545,738
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
10,468,142
2
Enter amount from Part I, line 27a .....................
2
949,311
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
603,808
4
Add lines 1, 2, and 3 ..........................
4
12,021,261
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
12,021,261
Form 990-PF (2018)
Form 990-PF (2018)
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 INVESTMENTS P    
b
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 1,033,073   930,556 102,517
b
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       102,517
b
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 2 102,517
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 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))
2017      
2016      
2015      
2014      
2013      
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 5.0, 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 2018 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 (2018)
Form 990-PF (2018)
Page 4
Part VI
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 Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter: 1985-12-09(attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 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 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 2019 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 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 2018 or the taxable year beginning in 2018? See the 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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 bullet  
    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 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-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))?
    (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 4945(d)(4)(A)? 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
     
     
    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? .................
    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
    H THOMAS VOLPE TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    BRADFORD COOK TRUSTEE, SECRETARY
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    MITCHELL JEAN TRUSTEE, VICE CHAIR
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    RONALD BAKER III TRUSTEE, TREASURER
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    NANCY CRUTCHER TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    WALTER FLINN TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    DAVID LAFFEY TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    DAVID LYNCH TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    BARBARA WOOD TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    DAVID PEARLMAN TRUSTEE, CHAIR
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    PETER MILLHAM TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    EDMUND T SOUCY VP, FINANCE
    40.00     		125,370 18,381 0
    435 UNION AVENUE
    LACONIA,NH03246
    SARAH LAFFEY TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    TRAVIS COLE TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    ROBERT SMITH TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    CHRIS VOLPE TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    MICHAEL FLAHERTY CEO
    40.00     		192,610 351 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
    PAUL CHARLTON DIRECTOR OF MARKETIN
    40.00     		144,601 12,488 0
    435 UNION AVENUE
    LACONIA,NH03426
    TAMARA STEVENS SALES
    40.00     		128,998 16,688 0
    435 UNION AVENUE
    LACONIA,NH03426
    KIRK BESWICK DIRECTOR OF FACILITI
    40.00     		129,778 12,488 0
    435 UNION AVENUE
    LACONIA,NH03426
    SUSAN DENOPOULOS VP OF CLINICAL OPERA
    40.00     		128,899 12,484 0
    435 UNION AVENUE
    LACONIA,NH03426
    DANIELLE BERTAGNA SALES
    40.00     		132,314 7,673 0
    435 UNION AVENUE
    LACONIA,NH03426
    Total number of other employees paid over $50,000...................bullet 28
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    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
    SHEEHAN PHINNEY BASS & GREEN LEGAL SERVICES 133,341
    PO BOX 3701
    MANCHESTER,NH03105
    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 204 UNITS OF INDEPENDENT HOUSING AND 100 ASSISTED LIVING/NURSING UNITS TO PROVIDE HEALTH CARE MANAGEMENT AND LONG-TERM HEALTH CARE FOR ELDERLY PERSONS. 15,425,158
    2  
    3  
    4  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    12,967,438
    b
    Average of monthly cash balances.......................
    1b
    4,831,247
    c
    Fair market value of all other assets (see instructions)................
    1c
    624,749
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,423,434
    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
    18,423,434
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    276,352
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    18,147,082
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    907,354
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (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
    1,393,755
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    2,988,073
    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
    4,381,828
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,381,828
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$  
    a Applied to 2017, 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 2018 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		 
    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 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
    907,354 0 0 0 907,354
    b 85% of line 2a ......... 771,251 0 0 0 771,251
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		4,381,828 4,712,007 3,747,880 2,692,208 15,533,923
    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 ....     		4,381,828 4,712,007 3,747,880 2,692,208 15,533,923
    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...     		604,903 461,407 412,683 378,215 1,857,208
    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 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 bullet
    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 (2018)
    Form 990-PF (2018)
    Page 11
    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
    BSOG RELIEF ASSOCIATION
    42 COUNTY DRIVE
    LACONIA,NH03246     		N/A   SUPPORT OF CHARITABLE ORGANIZATION 200
    SACHEMS FOOTBALL
    345 UNION AVENUE
    LACONIA,NH03246     		N/A   SUPPORT OF CHARITABLE ORGANIZATION 200
    LAKES REGION COMMUNITY DEVELOPERS
    658 UNION AVENUE
    LACONIA,NH03246     		N/A   SUPPORT OF CHARITABLE ORGANIZATION 100
    LOON PRESERVATION COMMITTEE BUSINESS MEETING
    183 LEES MILL RD
    MOULTONBOROUGH,NH03254     		N/A   SUPPORT OF CHARITABLE ORGANIZATION 200
    CENTRAL NH VNAHOSPICE
    780 N MAIN ST STE 1
    LACONIA,NH03246     		N/A   SUPPORT OF CHARITABLE ORGANIZATION 250
    Total .................................bullet 3a 950
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    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         5,250,606
    bPERIODIC RESIDENT INCOME         9,589,355
    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....     14 324,726  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 32,796  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 101,930  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aAUXILIARY INCOME     		    03 634,903  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,094,355 14,839,961
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    15,934,316
    (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 (2018)
    Form 990-PF (2018)
    Page 13
    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) (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.
    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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) 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
    BANK OF NEW HAMPSHIRE
     
    62 PLEASANT STREET
     
    LACONIA, NH03246

    		$ 13,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    SHIRLEY POWERS
     
    41 KINSMAN DR
     
    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
    3
    ROBERT T SMITH
     
    227 LEDGES DR APT 320
     
    LACONIA, NH03246

    		$ 7,600


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    RAYMOND R OUELLETTE
     
    227 LEDGES DR APT 206
     
    LACONIA, NH03246

    		$ 189,200


    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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
     
    		$    
    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    TAYLOR COMMUNITY
          		Employer identification number

    02-0222149
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 46,700 0 46,700 0

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

    TY 2018 GainLossSaleOtherAssetsSch
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    SALE OF PROPERTY   PURCHASED     12,031 12,618   0 -587  

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AFLAC INC 44,087 44,087
    AFLAC INC 51,832 51,832
    ALTRIA GROUP INC 49,724 49,724
    AMERICAN INTL GROUP 60,701 60,701
    AMERIPRISE FINL INC 73,223 73,223
    ANHEUSER BUSCH 50,210 50,210
    ANTHEM INC 25,399 25,399
    APPLE 25,781 25,781
    ASTRAZENECA PLC 49,792 49,792
    BANK AMERICA CORP 75,049 75,049
    BANK AMER CORP SR 15,049 15,049
    BARCLAYS BK PLC 5% 4/21/20 25,288 25,288
    BERKSHIRE HATHAWAY 25,360 25,360
    CANADIAN IMPERIAL BK COMM TORO 29,896 29,896
    CHEVRON CORP 77,101 77,101
    CITIGROUP 76,145 76,145
    CME GROUP INC 20,125 20,125
    COCA COLA CO 25,545 25,545
    CONCOPHILLIPS CO 60,490 60,490
    CVS HEALTH CORP 24,959 24,959
    MICROSOFT 51,257 51,257
    EXXON MOBILE CORP 50,252 50,252
    FEDERATION TOTAL RETURN BOND FUND-IS 202,722 202,722
    GILEAD SCIENCES INC 29,902 29,902
    GOLDMAN SACHS 29,115 29,115
    GOOGLE INC 41,370 41,370
    INTEL CORP 26,111 26,111
    JOHNSON & JOHNSON 25,169 25,169
    JP MORGAN CHASE 18,624 18,624
    JP MORGAN CHASE 75,058 75,058
    LEGGETT & PLATT 35,107 35,107
    MICROSOFT 25,192 25,192
    MONSANTO CO NEW 50,827 50,827
    NATIONAL RETAIL 38,962 38,962
    PFIZER 25,804 25,804
    PROCTER & GAMBLE CO 25,499 25,499
    QUALCOMM INC 59,061 59,061
    SAN DIEGO GAS & ELECTRIC 25,082 25,082
    STATE STREET CORP 51,889 51,889
    TOYOTA MOTOR CREDIT CORP 25,474 25,474
    UNITEDHEALTH GROUP INC 50,916 50,916
    US BANCORP 79,513 79,513
    VISA INC 20,138 20,138
    WALMART 25,299 25,299
    WALMART 25,655 25,655
    WALGREENS BOOT ALLIANCE INC 72,881 72,881
    WELLS FARGO 76,418 76,418
    IBM CORP 60,043 60,043
    DOVER CORP 49,613 49,613
    BANK OF NEW YORK 44,958 44,958

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STRYKER CORP 89,732 89,732
    ILLINOIS TOOK WKS INC 70,812 70,812
    ALPHABET INC 119,896 119,896
    AMAZON INC 92,473 92,473
    AUTOMATIC DATA PROCESSING IN 70,688 70,688
    CORNING INC 96,346 96,346
    MICROSOFT CORP 120,805 120,805
    MATERIALS SELECT SECTOR SPDR 59,748 59,748
    VERIZON COMM 58,334 58,334
    COMCAST CORP CL A 55,283 55,283
    DISNEY WALT CO 96,564 96,564
    TJX CO INC 89,454 89,454
    APPLE INC 154,047 154,047
    CISCO SYSTEMS INC 93,996 93,996
    DOMINION ENERGY INC 51,005 51,005
    ENERGY SELECT SECTOR SPDR 55,202 55,202
    JP MORGAN CHASE & CO 109,667 109,667
    INTERCONTINENTAL EXCHANGE CO 61,013 61,013
    INTERDIGITAL INC 34,330 34,330
    INTER CORP COM 40,322 40,322
    ZIONS BANCORPORATION COM 48,097 48,097
    BERKSHIRE HATHAWAY INC 113,773 113,773
    BANK AMER CORP 61,313 61,313
    CF INDS HLDGS INC COM 34,705 34,705
    DANAHER CORP 54,300 54,300
    DAVITA INC COM 47,230 47,230
    BECTON DICKINSON & CO 81,825 81,825
    HONEYWELL INTL INC 83,342 83,342
    LINCOLN ELEC HLDGS INC 41,890 41,890
    FEDEX CORP COM 25,577 25,577
    NETAPP INC COM 69,208 69,208
    O REILLY AUTOMOTIVE INC NEW COM 73,821 73,821
    COSTCO 66,293 66,293
    CVS HEALTH CORP 19,522 19,522
    MARATHON PETE CORP COM 32,809 32,809
    CONOCOPHILLIPS 36,610 36,610
    GENERAL DYNAMICS CORPORATION 40,212 40,212
    SYSCO CORP 39,055 39,055
    JOHNSON & JOHNSON 111,548 111,548
    LOWES COS INC 88,249 88,249
    PEPSICO INC 97,958 97,958
    PFIZER INC. COM 74,113 74,113
    CINTAS CORP 32,571 32,571
    CLOROX CO 31,946 31,946
    UNITEDHEALTH GROUP INC 82,740 82,740
    TEXTRON INC COM 36,570 36,570
    US BANCORP 40,790 40,790
    SELECT SECTOR SPDR TR SBI HEALTHCARE 43,737 43,737
    SPROUTS FMRS MKT INC 32,558 32,558
    STARBUCKS CORP COM 42,335 42,335
    V F CORP 79,304 79,304
    3M CO 56,853 56,853
    ABBVIE INC 38,107 38,107
    AFLAC INC 79,852 79,852
    WASTE MGMT INC DEL COM 44,009 44,009
    WALMART 61,704 61,704
    EXELON CORP COM 71,330 71,330
    EXXON MOBIL CORP 41,023 41,023
    FACEBOOK INC. CL A 66,723 66,723
    F5 NETWORKS INC COM 30,125 30,125
    HCA HEALTHCARE INC 46,439 46,439
    VANGUARD INFO TECH ETF 228,989 228,989
    COLGATE PAMOLIVE 42,582 42,582

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    US Government Securities - End of Year Book Value:

    80,169
    US Government Securities - End of Year Fair Market Value:

    80,169
    State & Local Government Securities - End of Year Book Value:


    494,916
    State & Local Government Securities - End of Year Fair Market Value:


    494,916


    TY 2018 InvestmentsOtherSchedule2
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FEDERATED GOVT OBLIGATION #117 I FMV 31,501 31,501
    FEDERATED GOVT OBLIGATION #117 I FMV 1,810 1,810
    VANGUARD FEDERAL MONEY MARKET FUND FMV 47,369 47,369
    ISHARES CORE S&P SMALL-CAP ETF FMV 28,446 28,446
    ISHARES MSCI EMERGIMNG MARKETS EFT FMV 81,007 81,007
    ISHARES MSCI HONG KONG INDEX FUND FMV 28,254 28,254
    ISHARES MSCI JAPAN INDEX FUND FMV 43,172 43,172
    ISHARES S&P MIDCAP 400 GROWTH INDEX FMV 117,182 117,182
    ISHARES S&P MIDCAP 400 VALUE IDX FMV 105,651 105,651
    ISHARES S&P SMALL CAP 600/VALUE FMV 41,248 41,248
    ISHARES S&P SMALLCAP 600/GRO IND FD FMV 47,975 47,975
    TOTAL INITIAL STOCK ADMIRAL FMV 1,029,679 1,029,679
    VANGUARD FTSE EMERGING MARKETS FMV 48,836 48,836
    VANGUARD FTSE DEVELOPED MARKETS FMV 373,226 373,226
    VANGUARD MID CAP ETF FMV 69,189 69,189
    VANGUARD S&P 500 ETF FMV 91,803 91,803
    VANGUARD S&P 500 ETF FMV 176,857 176,857
    VANGUARD SMALL CAP ETF FMV 29,282 29,282
    VANGUARD BALANCED INDEX FUND ADM FMV 3,963,050 3,963,050

    TY 2018 LandEtcSchedule2
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND & IMPROVEMENTS 4,387,046 541,666 3,845,380 3,845,380
    BUILDINGS & IMPROVEMENTS 54,558,919 26,298,685 28,260,234 28,260,234
    FURNISHINGS & EQUIPMENT 8,605,680 6,051,812 2,553,868 2,553,868


    TY 2018 LegalFeesSchedule
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 171,649 0 171,649 0


    TY 2018 OtherAssetsSchedule
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    TRUST FUNDS HELD BY OTHERS 7,776,200 7,803,894 7,803,894


    TY 2018 OtherExpensesSchedule
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RESIDENT EXPENSE 92,246 0 92,246 0
    EQUIPMENT EXPENSE 323,721 0 301,896 21,825
    CONTRACT WORK 259,156 0 227,301 31,855
    HOUSEKEEPING 276,123 0 237,491 38,632
    FOOD SERVICE EXPENSE 1,492,694 0 1,286,644 206,050
    GROUNDS - INSURANCE 475,185 0 416,972 58,213
    RELATED EXPENSES 67,271 0 64,483 2,788
    OFFICE SUPPLIES 83,273 0 81,861 1,412
    LICENSES & FEES 123,988 0 123,963 25
    MISCELLANEOUS EXPENSE 348,330 0 320,694 27,636
    PROGRAM EXPENSE 65,801 0 65,158 643


    TY 2018 OtherIncomeSchedule2
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ENTRANCE FEES 5,250,606   5,250,606
    PERIODIC RESIDENT INCOME 9,589,355   9,589,355
    AUXILIARY INCOME 634,903   634,903


    TY 2018 OtherIncreasesSchedule
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Description Amount
    CHANGE IN UNREALIZED APPRECIATION OF INVESTMENTS - BOOK PURPOSES 576,114
    CHANGE IN TRUST FUNDS HELD BY OTHERS 27,694


    TY 2018 OtherLiabilitiesSchedule
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Description Beginning of Year - Book Value End of Year - Book Value
    DEPOSITS ON ENTRANCE FEES 213,518 125,475
    ANNUITIES PAYABLE 105,543 84,829


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 17,520 0 17,520 0


    TY 2018 TaxesSchedule
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MUNICIPAL PAYMENTS AND PROVIDER TAX 472,538 0 406,383 66,155
    REAL ESTATE TAXES 3,642 0 3,642 0