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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 05-01-2020 , and ending 04-30-2021
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$80,480,939J 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) 4,668,950
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 344,306 344,306 344,306
5a Gross rents............ 51,710   51,710
b Net rental income or (loss) 41,315
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 130,225
b Gross sales price for all assets on line 6a 2,156,388
7 Capital gain net income (from Part IV, line 2)... 132,765
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 17,112,909 0 17,112,909
12 Total. Add lines 1 through 11........ 22,308,100 477,071 17,508,925
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 371,819 0 371,819 0
14 Other employee salaries and wages...... 7,553,534 0 6,899,481 654,053
15 Pension plans, employee benefits....... 2,054,300 0 1,885,336 168,964
16a Legal fees (attach schedule)......... Click to see attachment 174,594 0 174,594 0
b Accounting fees (attach schedule)....... Click to see attachment 62,271 0 62,271 0
c Other professional fees (attach schedule).... Click to see attachment 27,554 0 27,554 0
17 Interest............... 697,609 0 613,324 84,285
18 Taxes (attach schedule) (see instructions)... Click to see attachment 544,112 0 479,628 64,484
19 Depreciation (attach schedule) and depletion... 2,557,137 0 2,557,137
20 Occupancy.............. 724,602 0 641,749 82,853
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 270,936 0 246,953 23,983
23 Other expenses (attach schedule)....... Click to see attachment 4,165,516 0 3,791,441 374,075
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,203,984 0 17,751,287 1,452,697
25 Contributions, gifts, grants paid....... 6,300 6,300
26 Total expenses and disbursements. Add lines 24 and 25 19,210,284 0 17,751,287 1,458,997
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,097,816
b Net investment income (if negative, enter -0-) 477,071
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 9,176 800 800
2 Savings and temporary cash investments......... 6,967,086 6,483,763 6,483,763
3 Accounts receivable bullet706,895
Less: allowance for doubtful accounts bullet   385,551 706,895 706,895
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) bullet191,776
Less: allowance for doubtful accounts bullet0 196,776 191,776 191,776
8 Inventories for sale or use.............. 71,311 95,999 95,999
9 Prepaid expenses and deferred charges.......... 359,513 453,927 453,927
10a Investments—U.S. and state government obligations (attach schedule) 522,858 Click to see attachment306,786 306,786
b Investments—corporate stock (attach schedule)....... 4,081,520 Click to see attachment6,043,905 6,044,405
c Investments—corporate bonds (attach schedule)....... 2,468,799 Click to see attachment2,635,311 2,699,475
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans............. 0 132,137 132,137
13 Investments—other (attach schedule).......... 6,341,220 Click to see attachment8,062,101 8,062,573
14 Land, buildings, and equipment: basis bullet79,278,384
Less: accumulated depreciation (attach schedule) bullet36,205,585 39,686,768 Click to see attachment43,072,799 43,072,799
15 Other assets (describe bullet) Click to see attachment7,387,275 Click to see attachment12,229,604 Click to see attachment12,229,604
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 68,477,853 80,415,803 80,480,939
Liabilities 17 Accounts payable and accrued expenses.......... 1,588,771 1,773,237
18 Grants payable.................    
19 Deferred revenue................. 38,153,274 39,568,862
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 15,434,022 18,302,504
22 Other liabilities (describe bullet) Click to see attachment1,373,041 Click to see attachment818,386
23 Total liabilities (add lines 17 through 22)......... 56,549,108 60,462,989
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... -1,506,432 3,762,152
25 Net assets with donor restrictions............ 13,435,177 16,190,662
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 11,928,745 19,952,814
30 Total liabilities and net assets/fund balances (see instructions). 68,477,853 80,415,803
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
11,928,745
2
Enter amount from Part I, line 27a .....................
2
3,097,816
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,926,253
4
Add lines 1, 2, and 3 ..........................
4
19,952,814
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 29 .
6
19,952,814
Form 990-PF (2020)
Form 990-PF (2020)
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 2,156,388   2,023,623 132,765
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       132,765
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 2 132,765
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter: 1985-12-09(attach copy of letter if necessary–see instructions)
b Reserved................................ 1 N/A
c All other domestic foundations enter 1.39% 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 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 2021 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    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
    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     		141,691 21,707 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
    CHRIS VOLPE TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    MICHAEL FLAHERTY CEO
    40.00     		230,128 268 0
    435 UNION AVENUE
    LACONIA,NH03246
    PATRICIA ANDERSON TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    ROBERT MACARTHUR TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    D RUSSELL COOPER JR TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NH03246
    MATT KRAUSE TRUSTEE
    2.00     		0 0 0
    435 UNION AVENUE
    LACONIA,NE03246
    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
    MARK LATHAM VP OF CLINICAL OPERA
    40.00     		166,585 21,201 0
    435 UNION AVENUE
    LACONIA,NH03426
    TAMARA STEVENS SALES
    40.00     		160,934 20,916 0
    435 UNION AVENUE
    LACONIA,NH03426
    KIRK BESWICK VP OF FACILITIES
    40.00     		150,615 12,350 0
    435 UNION AVENUE
    LACONIA,NH03426
    CHARLENE SANTORO VP OF HEALTH SERVICE
    40.00     		135,219 14,272 0
    435 UNION AVENUE
    LACONIA,NH03426
    DANIELLE BERTAGNA SALES
    40.00     		135,919 7,554 0
    435 UNION AVENUE
    LACONIA,NH03426
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 232,777
    PO BOX 3701
    MANCHESTER,NH03105
    NATHAN WECHSLER & CO PA ACCOUNTING SERVICES 52,161
    70 COMMERCIAL STREET 4TH FLOOR
    CONCORD,NH03301
    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 224 UNITS OF INDEPENDENT HOUSING AND 115 ASSISTED LIVING/NURSING UNITS TO PROVIDE HEALTH CARE MANAGEMENT AND LONG-TERM HEALTH CARE FOR ELDERLY PERSONS. 21,809,131
    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 (2020)
    Form 990-PF (2020)
    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
    15,297,319
    b
    Average of monthly cash balances.......................
    1b
    6,730,412
    c
    Fair market value of all other assets (see instructions)................
    1c
    741,702
    d
    Total (add lines 1a, b, and c).........................
    1d
    22,769,433
    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
    22,769,433
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    341,541
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    22,427,892
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,121,395
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (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
    1,458,997
    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
    5,246,072
    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
    6,705,069
    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
    6,705,069
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$  
    a Applied to 2019, 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 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		 
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
    0 1,000,221 907,354 0 1,907,575
    b 85% of line 2a ......... 0 850,188 771,251 0 1,621,439
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		6,705,069 8,406,913 4,381,828 4,712,007 24,205,817
    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 ....     		6,705,069 8,406,913 4,381,828 4,712,007 24,205,817
    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...     		747,597 666,814 604,903 461,407 2,480,721
    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 (2020)
    Form 990-PF (2020)
    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
    BELKNAP MILL
    25 BEACON ST EAST
    LACONIA,NH03246     		N/A   SUPPORT OF CHARITABLE ORGANIZATION 3,300
    WRIGHT MUSEUM OF WWII
    PO BOX 1212 77 CENTER ST
    WOLFEBORO,NH03894     		N/A   SUPPORT OF CHARITABLE ORGANIZATION 3,000
    Total .................................bullet 3a 6,300
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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         5,455,549
    bPERIODIC RESIDENT INCOME         11,022,208
    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....     14 344,306  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 41,315  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 130,225  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aAUXILIARY INCOME     		    03 635,152  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,150,998 16,477,757
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    17,628,755
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    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
    2020
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    TAYLOR COMMUNITY
          		Employer identification number
    02-0222149
    Part I
    Contributors
    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 - MUSIC SERIES
     
    62 PLEASANT STREET
     
    LACONIA, NH03246

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    ROBERT LINDSTROM
     
    11 TAYLOR HOME DRIVE
     
    LACONIA, NH03246

    		$ 16,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    RAYMOND OUELLETTE
     
    227 LEDGES DR APT 314
     
    LACONIA, NH03246

    		$ 20,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    H THOMAS VOLPE
     
    225 HADLEY ROAD EXT
     
    LACONIA, NH03246

    		$ 103,824


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    SMALL BUSINESS ADMINISTRATION
     
    55 PLEASANT ST SUITE 3101
     
    CONCORD, NH03301

    		$ 1,948,396


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    US DEPARTMENT OF TREASURY
     
    4241 NE 34TH ST
     
    KANSAS CITY, MO64117

    		$ 506,705


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    TAYLOR COMMUNITY
          		Employer identification number
    02-0222149
    Part I
    Contributors
    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
    7
    STATE OF NEW HAMPSHIRE GOVERNOR'S OFFICE FOR EMERGENCY RELIEF AND RECOVERY
     
    1 EAGLE SQUARE
     
    CONCORD, NH03301

    		$ 1,324,902


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    US DEPARTMENT OF HEALTH & HUMAN SERVICES
     
    200 INDEPENDENCE AVENUE SW
     
    WASHINGTON, DC20201

    		$ 313,359


    (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.)
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 62,271 0 62,271 0

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

    TY 2020 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       2,540 COST 0 -2,540  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Name of Bond End of Year Book Value End of Year Fair Market Value
    COMCAST CORP NEW - 3.95% 72,907 72,907
    GOLDMAN SACHS GROUP INC - 4.5% 26,594 26,594
    PFIZER INC. COM 27,137 27,137
    AFLAC INC - 2.875% 48,415 48,415
    AFLAC INC - 3.625% 54,898 54,898
    ALTRIA GROUP INC 51,485 51,485
    AMERICAN INTL GROUP - 3.9% 66,524 66,524
    AMERIPRISE FINL INC 80,624 80,624
    ANHEUSER BUSCH INBEV INC - 3.65% 55,204 55,204
    ANTHEM INC 25,000 25,000
    APPLE INC. 3.45% 27,213 27,213
    BANK AMER CORP SR INTNOTES BE - 4.2% 16,570 16,570
    BERKSHIRE HATHAWAY - 3% 25,687 25,687
    CHEVRON CORP - 2.355% 80,146 80,146
    CTIT GROUP 78,834 78,834
    CME GROUP INC 21,446 21,446
    CONOCOPHILLIPS CO - 4.15% 66,564 66,564
    MICROSOFT CORP - 3.3% 55,467 55,467
    EXXON MOBILE CORP - 3.043% 54,271 54,271
    GOLDMAN SACHS - 4% 31,547 31,547
    GOOGLE INC - 3.375% 43,381 43,381
    INTEL CORP - 3.7% 27,728 27,728
    JP MORGAN CHASE - 4.35% 18,195 18,195
    JP MORGAN CHASE - 3.125% 80,730 80,730
    MONSANTO CO NEW 58,324 58,324
    NATIONAL RETAIL 41,193 41,193
    PROCTER & GAMBLE CO - 3.1% 26,605 26,605
    QUALCOMM INC SR NT - 3.45% 63,672 63,672
    SAN DIEGO GAS & ELECTRIC 25,187 25,187
    STATE STREET CORP 54,172 54,172
    TOYOTA MOTOR CREDIT CORP 25,266 25,266
    UNITEDHEALTH GROUP INC - 3.35% 51,832 51,832
    US BANCORP 84,414 84,414
    VISA INC - 2.8% 20,745 20,745
    WALMART STORES INC. 26,954 26,954
    WELLS FARGO & CO MTN - 3.55% 82,509 82,509
    IBM CORP 63,378 63,378
    DOVER CORP 54,051 54,051
    CSX CORP 2.4% 101,197 101,197
    SEMPRA ENERGY 2.875% 30,799 30,799
    WELLS FARGO CO 3% 54,001 54,001
    COMCAST CORP 3.15% 41,191 41,191
    COMCAST CORP 2.65% 15,448 15,448
    SEMPRA ENERGY 2.875% 20,533 20,533
    ABBOTT LABORATORIES 1.15% 58,218 58,218
    BIOGEN INC 2.25% 9,699 9,699
    CITIGROUP INC 3% 14,720 78,884
    DUKE REALTY PARTNERSHIP LTD 3.875% 25,999 25,999
    O'REILLY AUTOMOTIVE INC 1.75% 46,734 46,734
    AMGEN INC 2.3% 19,730 19,730
    ANHEUSER-BUSCH INBEV WORLDWIDE INC 3.5% 32,713 32,713
    VERIZON COMM 3.85% 9,677 9,677
    AMGEN INC 2.3% 29,594 29,594
    DISNEY WALT CO 2.65% 51,317 51,317
    VISA INC 1.9% 30,958 30,958
    ABBOTT LABORATORIES 1.15% 14,555 14,555
    BIOGEN INC 2.25% 33,948 33,948
    AIR PRODUCTS & CHEM 1.85% 25,437 25,437
    JPMORGAN CHASE & CO 1% 33,069 33,069
    CITIGROUP INC 1% 63,287 63,287
    CITIGROUP INC 1% 19,596 19,596
    COCA COLA CO 2.875% 38,022 38,022

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STRYKER CORP 124,749 124,749
    ILLINOIS TOOK WKS INC 93,336 93,336
    ALPHABET INC 305,955 305,955
    AMAZON INC 294,731 294,731
    AUTOMATIC DATA PROCESSING IN 43,008 43,008
    MICROSOFT CORP COM 258,485 258,485
    MATERIALS SELECT SECTOR SPDR 73,075 73,075
    VERIZON COMM 65,592 65,592
    DISNEY WALT CO 89,290 89,290
    TJX CO INC 66,030 66,030
    APPLE INC 373,346 373,346
    CISCO SYSTEMS INC 72,801 72,801
    DOMINION ENERGY INC 72,709 72,709
    ENERGY SELECT SECTOR SPDR 31,610 31,610
    JP MORGAN CHASE & CO 206,874 206,874
    INTERCONTINENTAL EXCHANGE CO 83,574 83,574
    BERKSHIRE HATHAWAY INC DEL CL B NEW 144,349 144,349
    DANAHER CORP 76,182 76,182
    BECTON DICKINSON & CO 60,958 60,958
    HONEYWELL INTL INC 59,106 59,106
    LINCOLN ELEC HLDGS INC 61,464 61,464
    O REILLY AUTOMOTIVE INC NEW COM 107,812 107,812
    COSTCO 100,464 100,464
    MARATHON PETE CORP COM 29,995 29,995
    CONOCOPHILLIPS COM 29,661 29,661
    JOHNSON & JOHNSON COM 90,315 90,315
    LOWES COS INC 89,294 89,294
    PEPSICO INC 124,698 124,698
    UNITEDHEALTH GROUP INC 113,658 113,658
    3M CO 116,313 116,313
    ABBVIE INC 100,350 100,350
    WASTE MGMT INC DEL COM 48,979 48,979
    WALMART INC COM 76,951 76,951
    EXELON CORP COM 55,276 55,276
    FACEBOOK INC. CL A 146,286 146,286
    F5 NETWORKS INC COM 53,227 53,227
    VANGUARD INFO TECH ETF 404,457 404,457
    COLGATE PAMOLIVE 55,280 55,780
    BANK AMERICA CORP 97,475 97,475
    AMGEN INC 88,667 88,667
    INTEL CORP 92,048 92,048
    ORACLE CORP 43,958 43,958
    INVESCO SOLAR ETF 122,646 122,646
    NETFLIX COM 61,616 61,616
    COMMUNICATION SERVICES SECTOR 93,660 93,660
    POLARIS INC 56,012 56,012
    NEWELL BRANDS INC 53,920 53,920
    HANESBRANDS INC 63,180 63,180
    MORGAN STANLEY COM 118,872 118,872
    AFFILIATED MANAGERS GROUP COM 61,245 61,245
    ISHARES NASDAQ BIOTECH ETF 146,908 146,908
    ABBOTT LABS 60,040 60,040
    A.O. SMITH CORPORATION 67,750 67,750
    MICRON TECHNOLOGY INC 137,712 137,712
    ETFMG PRIME MOBILE PAYMENTS ETF 109,753 109,753
    ADOBE SYS INC 71,168 71,168
    ROBO GLOBAL ROBOTICS & AUTOMATION 97,035 97,035

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    US Government Securities - End of Year Book Value:

    87,262
    US Government Securities - End of Year Fair Market Value:

    87,262
    State & Local Government Securities - End of Year Book Value:


    219,524
    State & Local Government Securities - End of Year Fair Market Value:


    219,524


    TY 2020 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 16,414 16,414
    FEDERATED GOVT OBLIGATION #117 I FMV 2,088 2,088
    FEDERATED GOVT OBLIGATION #117 I FMV 8,176 8,176
    ISHARES S&P MIDCAP 400 GROWTH INDEX FMV 168,827 168,827
    ISHARES S&P MIDCAP 400 VALUE IDX FMV 137,255 137,255
    TOTAL INITIAL STOCK ADMIRAL FMV 1,313,123 1,313,123
    VANGUARD FTSE EMERGING MARKETS FMV 99,338 99,338
    VANGUARD MID CAP ETF FMV 258,713 258,713
    VANGUARD S&P 500 ETF FMV 245,101 245,101
    VANGUARD SMALL CAP ETF FMV 132,892 132,892
    VANGUARD BALANCED INDEX FUND ADM FMV 5,303,186 5,303,658
    FEDERATED HERMES FMV 170,570 170,570
    CALVERT EQUITY FUND FMV 206,418 206,418

    TY 2020 LandEtcSchedule2
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND & IMPROVEMENTS 5,692,801 646,291 5,046,510 5,046,510
    BUILDINGS & IMPROVEMENTS 65,234,545 29,538,804 35,695,741 35,695,741
    FURNISHINGS & EQUIPMENT 8,351,038 6,020,490 2,330,548 2,330,548


    TY 2020 LegalFeesSchedule
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 174,594 0 174,594 0


    TY 2020 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 7,387,275 8,954,664 8,954,664
    INVESTMENT IN SUGAR HILL   3,274,940 3,274,940


    TY 2020 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 49,666 0 49,666 0
    EQUIPMENT EXPENSE 307,771 0 291,625 16,146
    CONTRACT WORK 279,116 0 246,594 32,522
    HOUSEKEEPING 316,379 0 280,054 36,325
    FOOD SERVICE EXPENSE 1,619,554 0 1,428,223 191,331
    GROUNDS - INSURANCE 511,098 0 455,777 55,321
    RELATED EXPENSES 102,106 0 101,129 977
    OFFICE SUPPLIES 48,772 0 47,265 1,507
    LICENSES & FEES 180,573 0 180,509 64
    MISCELLANEOUS EXPENSE 591,982 0 555,418 36,564
    PROGRAM EXPENSE 35,521 0 32,203 3,318
    COVID EXPENSES 56,969 0 56,969 0
    OTHER NON-OPERATING EXPENSES 66,009 0 66,009 0


    TY 2020 OtherIncomeSchedule2
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ENTRANCE FEES 5,455,549   5,455,549
    PERIODIC RESIDENT INCOME 11,022,208   11,022,208
    AUXILIARY INCOME 635,152   635,152


    TY 2020 OtherIncreasesSchedule
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Description Amount
    CHANGE IN UNREALIZED APPRECIATION OF INVESTMENTS - BOOK PURPOSES 3,358,863
    CHANGE IN TRUST FUNDS HELD BY OTHERS 1,567,390


    TY 2020 OtherLiabilitiesSchedule
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Description Beginning of Year - Book Value End of Year - Book Value
    DEPOSITS ON ENTRANCE FEES 63,022 130,391
    ANNUITIES PAYABLE 71,769 57,641
    PAYCHECK PROTECTION PROGRAM 1,238,250 630,354


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 27,554 0 27,554 0


    TY 2020 TaxesSchedule
    Name:
    TAYLOR COMMUNITY
    EIN:
    02-0222149
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MUNICIPAL PAYMENTS AND PROVIDER TAX 533,717 0 469,233 64,484
    REAL ESTATE TAXES 10,395 0 10,395 0