Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 05-01-2023 , and ending 04-30-2024
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$123,274,455J 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) 553,010
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 373,009 373,009 373,009
5a Gross rents............ 263,165   263,165
b Net rental income or (loss) 263,165
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
-148,381
b Gross sales price for all assets on line 6a 21,138
7 Capital gain net income (from Part IV, line 2)... 0
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
List of Attached Documents:
// Content
25,890,455 0 25,890,455
12 Total. Add lines 1 through 11........ 26,931,258 373,009 26,526,629
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 482,803 0 482,803 0
14 Other employee salaries and wages...... 11,131,106 0 10,232,451 898,655
15 Pension plans, employee benefits....... 3,555,379 0 3,282,121 273,258
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
247,380 0 247,380 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
50,800 0 50,800 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
66,406 0 66,406 0
17 Interest............... 1,514,624 0 1,352,144 162,480
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
745,728 0 665,730 79,998
19 Depreciation (attach schedule) and depletion... 3,651,714 0 3,651,714
20 Occupancy.............. 1,124,139 0 10,121,127 112,012
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 310,019 0 296,803 13,216
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,053,563 0 7,553,515 497,459
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,933,661 0 38,002,994 2,037,078
25 Contributions, gifts, grants paid....... 19,924 19,924
26 Total expenses and disbursements. Add lines 24 and 25 30,953,585 0 38,002,994 2,057,002
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,022,327
b Net investment income (if negative, enter -0-) 373,009
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 10,550 10,220 10,220
2 Savings and temporary cash investments......... 3,578,486 3,310,980 3,310,980
3 Accounts receivable right arrow759,468
Less: allowance for doubtful accounts right arrow   1,454,583 759,468 759,468
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow498,536
Less: allowance for doubtful accounts right arrow0 190,700 498,536 498,536
8 Inventories for sale or use.............. 95,999 154,634 154,634
9 Prepaid expenses and deferred charges.......... 123,433 367,628 367,628
10a Investments—U.S. and state government obligations (attach schedule) 151,353 Click to see attachment
List of Attached Documents:
// Content
150,334 		150,334
b Investments—corporate stock (attach schedule)....... 5,405,878 Click to see attachment
List of Attached Documents:
// Content
5,224,968 		5,224,968
c Investments—corporate bonds (attach schedule)....... 2,137,880 Click to see attachment
List of Attached Documents:
// Content
1,625,139 		1,625,139
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 117,430 0 0
13 Investments—other (attach schedule).......... 6,733,805 Click to see attachment
List of Attached Documents:
// Content
9,166,850 		9,166,850
14 Land, buildings, and equipment: basis right arrow128,161,946
Less: accumulated depreciation (attach schedule) right arrow45,087,594 71,733,503 Click to see attachment
List of Attached Documents:
// Content
83,074,352 		83,074,352
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
17,464,333 		Click to see attachment
List of Attached Documents:
// Content
18,931,346 		Click to see attachment
List of Attached Documents:
// Content
18,931,346
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 109,197,933 123,274,455 123,274,455
Liabilities 17 Accounts payable and accrued expenses.......... 3,868,733 2,492,088
18 Grants payable.................    
19 Deferred revenue................. 51,767,460 60,499,569
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 37,146,195 46,291,915
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,363,008 		Click to see attachment
List of Attached Documents:
// Content
769,390
23 Total liabilities (add lines 17 through 22)......... 94,145,396 110,052,962
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 2,269,373 -369,435
25 Net assets with donor restrictions............ 12,783,164 13,590,928
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 15,052,537 13,221,493
30 Total liabilities and net assets/fund balances (see instructions). 109,197,933 123,274,455
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
15,052,537
2
Enter amount from Part I, line 27a .....................
2
-4,022,327
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,191,283
4
Add lines 1, 2, and 3 ..........................
4
13,221,493
5
Decreases not included in line 2 (itemize) right arrow
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
13,221,493
Form 990-PF (2023)
Form 990-PF (2023)
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 21,138   99,173 -78,035
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       -78,035
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 -78,035
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
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 right arrow 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) 1 N/A
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 2023 estimated tax payments and 2022 overpayment credited to 2023 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.......right arrow 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNH
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions Click to see list of attachments
List of Attached Documents:
// Content
.............
11
Yes
 
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 addressright arrowWWW.TAYLORCOMMUNITY.ORG
14
The books are in care ofright arrowMARY ELLIARD Telephone no.right arrow (603) 524-5600

Located atright arrow435 UNION AVENUELACONIANH ZIP+4right arrow03246
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
BARBARA WOOD 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
D RUSSELL COOPER JR 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
EDMUND T SOUCY VP, FINANCE
40.00 		175,848 31,453 0
435 UNION AVENUE
LACONIA,NH03246
H THOMAS VOLPE TRUSTEE, EMERITUS
2.00 		0 0 0
435 UNION AVENUE
LACONIA,NH03246
MATT KRAUSE TRUSTEE
2.00 		0 0 0
435 UNION AVENUE
LACONIA,NE03246
MICHAEL FLAHERTY CEO
40.00 		306,955 10,940 0
435 UNION AVENUE
LACONIA,NH03246
MITCHELL JEAN TRUSTEE, VICE CHAIR
2.00 		0 0 0
435 UNION AVENUE
LACONIA,NH03246
PATRICIA ANDERSON TRUSTEE
2.00 		0 0 0
435 UNION AVENUE
LACONIA,NH03246
RAYMOND CHAMBERS TRUSTEE
2.00 		0 0 0
435 UNION AVENUE
LACONIA,NH03246
ROBERT MACARTHUR TRUSTEE
2.00 		0 0 0
435 UNION AVENUE
LACONIA,NH03246
SARAH LAFFEY TRUSTEE, TREASURER
2.00 		0 0 0
435 UNION AVENUE
LACONIA,NH03246
TRAVIS COLE TRUSTEE
2.00 		0 0 0
435 UNION AVENUE
LACONIA,NH03246
STEVEN SIEGEL TRUSTEE
2.00 		0 0 0
435 UNION AVENUE
LACONIA,NH03246
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
JENIFER HOFFMAN VP OF SALES & MARKET
40.00 		252,807 17,558 0
435 UNION AVENUE
LACONIA,NH03426
MARK LATHAM VP OF CLINICAL OPERA
40.00 		196,919 32,443 0
435 UNION AVENUE
LACONIA,NH03426
KIRK BESWICK VP OF FACILITIES
40.00 		204,504 22,553 0
435 UNION AVENUE
LACONIA,NH03426
TAMARA STEVENS SALES
40.00 		187,271 31,326 0
435 UNION AVENUE
LACONIA,NH03426
DINA FINOS SALES
40.00 		183,261 14,937 0
65 BRIAN LANE
LACONIA,NH03426
Total number of other employees paid over $50,000...................right arrow 80
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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
GARY STRZEPEK CONTRACTOR 404,649
88 SHELLCAMP RD
GILMANTON,NH03237
HINDS ELECTRIC LLC CONTRACTOR 238,140
1210 PROVINCE RD
GILMANTON,NH03237
ESL DISTRIBUTING LLC DISTRIBUTOR 216,276
16 MAIN STREET
PITTSFIELD,NH03263
CHADWICK MECHANICAL LLC CONTRACTOR 214,953
89 COUNTRYSIDE DR
GILFORD,NH03249
SHEEHAN PHINNEY BASS & GREEN ATTORNEY 194,137
1000 ELM STREET PO BOX 3701
MANCHESTER,NH03105
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 258 UNITS OF INDEPENDENT HOUSING AND 140 ASSISTED LIVING/NURSING UNITS TO PROVIDE HEALTH CARE MANAGEMENT AND LONG-TERM HEALTH CARE FOR ELDERLY PERSONS. 40,435,713
2  
3  
4  
Part VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
15,356,819
b
Average of monthly cash balances.......................
1b
3,455,118
c
Fair market value of all other assets (see instructions)................
1c
1,020,798
d
Total (add lines 1a, b, and c).........................
1d
19,832,735
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
19,832,735
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
297,491
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
19,535,244
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
976,762
Part X
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 IX, line 6..................
1
 
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
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 XII, line 1 ...
7
 
Part XI
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
2,057,002
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
13,125,841
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 XII, line 4. .......
4
15,182,843
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$  
a Applied to 2022, 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 2023 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		 
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
0 0 0 0 0
b 85% (0.85) of line 2a ......... 0 0 0 0 0
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		15,182,843 6,732,458 2,903,393 6,705,069 31,523,763
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 .... 		15,182,843 6,732,458 2,903,393 6,705,069 31,523,763
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 IX, line 6 for each year listed .. 		651,175 651,266 744,283 747,597 2,794,321
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 XIV
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

ALL AMERICAN PUBLISHING

5411 W KENDALL ST
BOISE,ID83706 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 295

CARROLL COUNTY 4-H ADVISORY

MADBURY COMMONS SUITE 101
DURHAM,NH03824 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 250

CH AUCTION WELLNESS MEMBERSHIP

80 HIGHLAND ST
LACONIA,NH03246 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 750

CLEARLAKES CHORALE

PO BOX 223
WOLFEBORO,NH03894 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 1,000

EASTERN LAKES REGION HOUSING COALITION

15 VARNEY ROAD
WOLFEBORO,NH03894 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 250

HUNTINGTON'S DISEASE SOCIETY OF AMERICA

505 EIGTH AVE SUITE 1402
NEW YORK,NY10018 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 500

HUOT TECHNICAL CENTER

26 DEWEY STREET
LACONIA,NH03246 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 1,000

KINGSWOOD SOFTBALL REGIONAL HIGH SCHOOL

396 S MAIN STREET
WOLFEBORO,NH03894 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 150

LACONIA MULTICULTURAL FESTIVAL

PO BOX 1052
LACONIA,NH03246 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 100

LAKE WINNIPESAUKEE ASSOCIATION

1934 LAKE SHORE ROAD
GILFORD,NH03249 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 500

LAKES REGION CANCER SUPPORT TEAM

1 MILL PLAZA
LACONIA,NH03246 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 2,500

LAKES REGION MENTAL HEALTH CENTER

40 BEACON ST E
LACONIA,NH03246 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 250

LAKES REGION SCHOLARSHIP FUND

14 COUNTRY CLUB ROAD
GILFORD,NH03249 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 29

LEADERSHIP LAKES REGION

423 S MAIN STREET
LACONIA,NH03246 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 500

LOON PRESERVATION COMMITTEE

183 LEES MILL RD
MOULTONBOROUGH,NH03254 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 250

NH LONG TERM CARE FOUNDATION

4 PARK STREET
CONCORD,NH03301 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 1,000

PEMI CHORAL SOCIETY

PO BOX 115
PLYMOUTH,NH03264 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 450

POWERHOUSE THEATRE

25 BEACON ST E
LACONIA,NH03253 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 1,500

THE VILLAGE PLAYERS

51 GLENDON STREET
WOLFEBORO,NH03894 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 500

THE WINNIPESAUKEE PLAYHOUSE

50 RESERVOIR ROAD
MEREDITH,NH03253 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 1,250

TOWN OF WOLFEBORO

84 S MAIN STREET
WOLFEBORO,NH03894 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 500

GRANITE VNA

780 N MAIN ST
LACONIA,NH03246 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 600

INTERLAKES COMMUNITY CAREGIVERS INC

60 WHITTIER HWY UNIT 8B
MOULTONBOROUGH,NH03254 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 1,500

WRIGHT MUSEUM OF WWII

77 CENTER ST
WOLFEBORO,NH03894 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 2,500

CAMDEN CONFERENCE

PO BOX 882
CAMDEN,ME04843 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 1,000

LOU ATHANAS YOUTH BASKETBALL

306 UNION AVE
LACONIA,NH03246 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 400

MASONS & ROTARY OF WOLFEBORO CHARITY GOLF TOURNAMENT

PO BOX 781 WOLFEBORO NH 03894-0781
WOLFEBORO,NH03894 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 300

BANK OF NEW HAMPSHIRE

62 PLEASANT STREET
LACONIA,NH03246 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 100
Total .................................right arrow 3a 19,924
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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         8,901,157
bPERIODIC RESIDENT INCOME         16,727,176
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 ....     14 373,009  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 263,165  
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 -148,381  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aAUXILIARY INCOME 		    03 1,039,309  
bLOSS OF INVESTMENT IN SUBSIDIARY     01 -777,187  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 749,915 25,628,333
13Total. Add line 12, columns (b), (d), and (e)..................
13
26,378,248
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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
STEVEN & JUDITH SIEGEL
 
11 BOIS CIRCLE
 
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
2
JEAN GESSNER
25 TAYLOR HOME DR
 
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
3
PAUL BRENDA HAUNFELNER
66 LANDING LN UNIT 301
 
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
4
ESTATE OF ANN D CASPAR
21 LEDGES DR UNIT 235
 
LACONIA, NH03246

$ 92,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
BANK OF NEW HAMPSHIRE
 
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
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
TAYLOR COMMUNITY
EIN:
02-0222149
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 50,800 0 50,800 0

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

TY 2023 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       70,346 COST 0 -70,346  

TY 2023 InvestmentsCorpBondsSchedule
Name:
TAYLOR COMMUNITY
EIN:
02-0222149
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 1.15% 52,202 52,202
ABBOTT LABORATORIES 1.15% 13,051 13,051
AFLAC INC - 2.875% 42,329 42,329
AIR PRODUCTS & CHEM 1.85% 22,713 22,713
AMERICAN ELECTRIC POWER CO. 3.2% 27,764 27,764
AMERICAN INTL GROUP - 3.9% 28,993 28,993
AMERIPRISE FINL INC 70,717 70,717
ANHEUSER-BUSCH INBEV WORLDWIDE INC 3.5% 27,325 27,325
APPLE INC. 3.45% 24,994 24,994
ASTRAZENECA PLC 3.375% 48,524 48,524
ASTRAZENECA PLC 3.375% 29,115 29,115
BANK AMER CORP SR INTNOTES BE - 4.2% 13,766 13,766
CITIGROUP INC 1% 18,345 18,345
CITIGROUP INC 1% 59,569 59,569
CME GROUP INC 19,607 19,607
COCA COLA CO 1.45% 40,462 40,462
COMCAST CORP 2.65% 12,982 12,982
COMCAST CORP 3.15% 35,209 35,209
COMCAST CORP NEW - 3.95% 63,603 63,603
CONOCOPHILLIPS CO - 4.15% 53,455 53,455
DISNEY WALT CO 2.65% 42,790 42,790
DOVER CORP 48,214 48,214
EXXON MOBILE CORP - 3.043% 48,176 48,176
FEDERATED HERMES 114,379 114,379
GOLDMAN SACHS - 4% 28,704 28,704
IBM CORP 51,451 51,451
INTEL CORP - 3.7% 24,436 24,436
JP MORGAN CHASE - 2.95% 28,353 28,353
JP MORGAN CHASE - 3.125% 73,674 73,674
JPMORGAN CHASE & CO 1% 30,773 30,773
MICROSOFT CORP - 3.3% 47,905 47,905
NATIONAL RETAIL PROP INC 3.9% 37,904 37,904
PFIZER INC. COM 24,977 24,977
QUALCOMM INC SR NT - 3.45% 56,767 56,767
US BANCORP 76,406 76,406
VERIZON COMM 3% 37,452 37,452
VISA INC 1.9% 27,446 27,446
WELLS FARGO & CO MTN - 3.55% 72,916 72,916
WELLS FARGO CO 3% 47,691 47,691

TY 2023 InvestmentsCorpStockSchedule
Name:
TAYLOR COMMUNITY
EIN:
02-0222149
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 97,584 97,584
ADOBE SYS INC 64,796 64,796
AKAMAI TECHNOLOGIES 50,465 50,465
ALPHABET INC 351,605 351,605
AMAZON INC 245,000 245,000
APPLE INC 313,408 313,408
AUTOMATIC DATA PROCESSING INC 55,635 55,635
BANK AMERICA CORP 71,799 71,799
BECTON DICKINSON & CO 57,477 57,477
BERKSHIRE HATHAWAY INC DEL CL B NEW 208,283 208,283
CARDINAL HEALTH 154,560 154,560
CISCO SYSTEMS INC 67,181 67,181
CONOCOPHILLIPS COM 72,860 72,860
CONSTELLATION ENERGY 76,049 76,049
COSTCO 195,183 195,183
DANAHER CORP 44,392 44,392
ENERGY SELECT SECTOR SPDR 59,853 59,853
EXELON CORP COM 46,223 46,223
EXXON MOBILE 57,952 57,952
HARLEY DAVIDSON 27,512 27,512
ILLINOIS TOOK WKS INC 85,439 85,439
INTERCONTINENTAL EXCHANGE CO 78,544 78,544
JOHNSON & JOHNSON COM 65,788 65,788
JP MORGAN CHASE & CO 185,029 185,029
LINCOLN ELEC HLDGS INC 105,374 105,374
LOWES COS INC 103,735 103,735
MARATHON PETE CORP COM 97,947 97,947
MATERIALS SELECT SECTOR SPDR 77,994 77,994
MICRON TECHNOLOGY INC 180,736 180,736
MICROSOFT CORP COM 399,063 399,063
MORGAN STANLEY COM 51,779 51,779
O REILLY AUTOMOTIVE INC NEW COM 197,586 197,586
ORACLE CORP 77,350 77,350
PEPSICO INC 152,162 152,162
STRYKER CORP 143,013 143,013
TJX CO INC 68,686 68,686
UNITEDHEALTH GROUP INC 89,485 89,485
VANGUARD INFO TECH ETF 530,845 530,845
VERIZON COMM 44,821 44,821
WALMART INC COM 97,928 97,928
WASTE MGMT INC DEL COM 73,847 73,847

TY 2023 InvestmentsGovtObligationsSch
Name:
TAYLOR COMMUNITY
EIN:
02-0222149
US Government Securities - End of Year Book Value:

69,377
US Government Securities - End of Year Fair Market Value:

69,377
State & Local Government Securities - End of Year Book Value:


80,957
State & Local Government Securities - End of Year Fair Market Value:


80,957


TY 2023 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 2,463,460 2,463,460
FEDERATED GOVT OBLIGATION #117 I FMV 12,304 12,304
FEDERATED GOVT OBLIGATION #117 I FMV 1,154,765 1,154,765
ISHARES S&P MIDCAP 400 GROWTH INDEX FMV 102,750 102,750
ISHARES S&P MIDCAP 400 VALUE IDX FMV 88,848 88,848
VANGUARD BALANCED INDEX FUND ADM FMV 4,835,190 4,835,190
VANGUARD MID CAP ETF FMV 265,437 265,437
VANGUARD S&P 500 ETF FMV 244,096 244,096

TY 2023 LandEtcSchedule2
Name:
TAYLOR COMMUNITY
EIN:
02-0222149
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND & IMPROVEMENTS 8,183,034 797,144 7,385,890 7,385,890
BUILDINGS & IMPROVEMENTS 109,876,097 37,096,020 72,780,077 72,780,077
FURNISHINGS & EQUIPMENT 10,102,815 7,194,430 2,908,385 2,908,385


TY 2023 LegalFeesSchedule
Name:
TAYLOR COMMUNITY
EIN:
02-0222149
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 247,380 0 247,380 0


TY 2023 OtherAssetsSchedule
Name:
TAYLOR COMMUNITY
EIN:
02-0222149
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INVESTMENT IN SUGAR HILL 9,903,029 10,868,238 10,868,238
TRUST FUNDS HELD BY OTHERS 7,561,304 8,063,108 8,063,108


TY 2023 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 40,054 0 37,465 0
EQUIPMENT EXPENSE 624,721 0 591,872 32,849
CONTRACT WORK 248,413 0 223,729 24,684
HOUSEKEEPING 556,099 0 504,319 51,780
FOOD SERVICE EXPENSE 2,819,280 0 2,534,813 284,467
GROUNDS - INSURANCE 529,854 0 481,887 47,967
RELATED EXPENSES 288,527 0 284,513 4,014
OFFICE SUPPLIES 168,939 0 165,866 3,073
LICENSES & FEES 162,627 0 162,415 212
MISCELLANEOUS EXPENSE 758,254 0 720,163 38,091
PROGRAM EXPENSE 180,438 0 170,116 10,322
SUGAR HILL IR FEES 1,676,357 0 1,676,357 0


TY 2023 OtherIncomeSchedule2
Name:
TAYLOR COMMUNITY
EIN:
02-0222149
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ENTRANCE FEES 8,901,157   8,901,157
PERIODIC RESIDENT INCOME 16,727,176   16,727,176
AUXILIARY INCOME 1,039,309   1,039,309
LOSS OF INVESTMENT IN SUBSIDIARY -777,187   -777,187


TY 2023 OtherIncreasesSchedule
Name:
TAYLOR COMMUNITY
EIN:
02-0222149
Description Amount
CHANGE IN UNREALIZED APPRECIATION OF INVESTMENTS - BOOK PURPOSES 1,689,479
CHANGE IN TRUST FUNDS HELD BY OTHERS 501,804


TY 2023 OtherLiabilitiesSchedule
Name:
TAYLOR COMMUNITY
EIN:
02-0222149
Description Beginning of Year - Book Value End of Year - Book Value
DEPOSITS ON ENTRANCE FEES 1,335,511 757,328
ANNUITIES PAYABLE 27,497 12,062


TY 2023 OtherProfessionalFeesSchedule
Name:
TAYLOR COMMUNITY
EIN:
02-0222149
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 66,406 0 66,406 0


TY 2023 TaxesSchedule
Name:
TAYLOR COMMUNITY
EIN:
02-0222149
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MUNICIPAL PAYMENTS AND PROVIDER TAX 745,728 0 665,730 79,998


TY 2023 TransfersFrmControlledEntities
Name:
TAYLOR COMMUNITY
EIN:
02-0222149
Name US /
Foreign Address		 EIN Description Amount
SUGAR HILL RETIREMENT COMMUNITY ASSOCIATION INC 83 ROLLING WOOD DRIVE
WOLFEBORO,NH03894 		02-0494479 MONEY TRANSFERED FOR MANAGERIAL SERVICES. 1,635,306
Total     484,391

TY 2023 TransfersToControlledEntities
Name:
TAYLOR COMMUNITY
EIN:
02-0222149
Name US /
Foreign Address		 EIN Description Amount
SUGAR HILL RETIREMENT COMMUNITY ASSOCIATION INC 83 ROLLING WOOD DRIVE
WOLFEBORO,NH03894 		02-0494479 TO TRANSFER MONEY FOR FEES EARNED. 1,635,306
Total     1,635,306