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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 05-01-2024 , and ending 04-30-2025
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$151,945,074J 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) 327,448
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 502,933 502,933 502,933
5a Gross rents............ 265,531   265,531
b Net rental income or (loss) 265,531
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
362,806
b Gross sales price for all assets on line 6a 1,012,658
7 Capital gain net income (from Part IV, line 2)... 478,267
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
34,165,755 0 34,165,755
12 Total. Add lines 1 through 11........ 35,624,473 981,200 34,934,219
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 523,723 0 360,296 0
14 Other employee salaries and wages...... 13,063,844 0 11,915,417 1,148,427
15 Pension plans, employee benefits....... 4,210,325 0 3,851,324 359,001
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
281,867 0 281,867 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
66,000 0 66,000 0
c Other professional fees (attach schedule)....        
17 Interest............... 2,479,545 0 2,479,545 0
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion... 4,897,876 0 4,897,876
20 Occupancy.............. 1,461,852 0 1,331,599 130,253
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 310,094 0 279,518 30,576
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,693,989 0 11,053,744 640,245
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 38,989,115 0 36,517,186 2,308,502
25 Contributions, gifts, grants paid....... 21,038 21,038
26 Total expenses and disbursements. Add lines 24 and 25 39,010,153 0 36,517,186 2,329,540
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,385,680
b Net investment income (if negative, enter -0-) 981,200
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 10,220 10,550 10,550
2 Savings and temporary cash investments......... 3,310,980 6,533,454 6,533,454
3 Accounts receivable right arrow1,304,049
Less: allowance for doubtful accounts right arrow   759,468 1,304,049 1,304,049
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 arrow  
Less: allowance for doubtful accounts right arrow   498,536 0 0
8 Inventories for sale or use.............. 154,634 95,999 95,999
9 Prepaid expenses and deferred charges.......... 367,628 370,177 370,177
10a Investments—U.S. and state government obligations (attach schedule) 150,334 Click to see attachment
List of Attached Documents:
// Content
157,004 		157,004
b Investments—corporate stock (attach schedule)....... 5,224,968 Click to see attachment
List of Attached Documents:
// Content
5,734,123 		5,734,123
c Investments—corporate bonds (attach schedule)....... 1,625,139 Click to see attachment
List of Attached Documents:
// Content
1,475,262 		1,475,262
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,166,850 Click to see attachment
List of Attached Documents:
// Content
10,731,561 		10,731,561
14 Land, buildings, and equipment: basis right arrow147,475,751
Less: accumulated depreciation (attach schedule) right arrow49,292,194 83,074,352 Click to see attachment
List of Attached Documents:
// Content
98,183,557 		98,183,557
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
18,931,346 		Click to see attachment
List of Attached Documents:
// Content
27,349,338 		Click to see attachment
List of Attached Documents:
// Content
27,349,338
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 123,274,455 151,945,074 151,945,074
Liabilities 17 Accounts payable and accrued expenses.......... 2,492,088 4,239,875
18 Grants payable.................    
19 Deferred revenue................. 60,499,569 68,485,046
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 46,291,915 67,955,817
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
769,390 		Click to see attachment
List of Attached Documents:
// Content
850,293
23 Total liabilities (add lines 17 through 22)......... 110,052,962 141,531,031
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........... -369,435 -3,749,490
25 Net assets with donor restrictions............ 13,590,928 14,163,533
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)..... 13,221,493 10,414,043
30 Total liabilities and net assets/fund balances (see instructions). 123,274,455 151,945,074
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
13,221,493
2
Enter amount from Part I, line 27a .....................
2
-3,385,680
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
578,230
4
Add lines 1, 2, and 3 ..........................
4
10,414,043
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
10,414,043
Form 990-PF (2024)
Form 990-PF (2024)
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 CAPITAL GAINS DIVIDENDS P    
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 791,472   529,391 262,081
b 216,186     216,186
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       262,081
b       216,186
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 2 478,267
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 2024 estimated tax payments and 2023 overpayment credited to 2024 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 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
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, EX OFFICIO
2.00 		0 0 0
435 UNION AVENUE
LACONIA,NH03246
EDMUND T SOUCY PAST VP, FINANCE
40.00 		37,759 1,558 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 		322,537 12,153 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, CHAIR
2.00 		0 0 0
435 UNION AVENUE
LACONIA,NH03246
CHRISTIAN COULTER TRUSTEE
2.00 		0 0 0
435 UNION AVENUE
LACONIA,NH03246
RANDY EIFERT TRUSTEE
2.00 		0 0 0
435 UNION AVENUE
LACONIA,NH03246
PETER WEBSTER TRUSTEE
2.00 		0 0 0
435 UNION AVENUE
LACONIA,NH03246
MARY ELLIARD VP, FINANCE
40.00 		163,427 15,586 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 		226,978 10,295 0
435 UNION AVENUE
LACONIA,NH03426
TAMARA STEVENS SALES
40.00 		187,698 34,498 0
435 UNION AVENUE
LACONIA,NH03426
MARK LATHAM VP OF CLINICAL OPERA
40.00 		178,323 27,023 0
435 UNION AVENUE
LACONIA,NH03426
KIRK BESWICK VP OF FACILITIES
40.00 		167,305 25,289 0
435 UNION AVENUE
LACONIA,NH03426
DINA FINOS ADMISSIONS DIRECTOR
40.00 		135,404 13,987 0
435 UNION AVENUE
LACONIA,NH03426
Total number of other employees paid over $50,000...................right arrow 126
Form 990-PF (2024)
Form 990-PF (2024)
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
AMC QUALITY BUILDERS LLC CONTRACTOR 548,591
7 FERRIS RD
LYNN,MA01904
GARY STRZEPEK CONTRACTOR 456,360
88 SHELLCAMP RD
GILMANTON,NH03237
DALTON CONSTRUCTION CONSTRUCTION 221,704
31 CHAPMAN RD
SANBORNTON,NH03269
STEWART ASSOCIATES ARCHITECTS LLC ARCHITECTS 187,700
PO BOX 6555
LANCONIA,NH03247
CHADWICK MECHANICAL LLC CONTRACTOR 148,736
89 COUNTRYSIDE DR
GILFORD,NH03249
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 311 UNITS OF INDEPENDENT HOUSING AND 198 ASSISTED LIVING/NURSING UNITS TO PROVIDE HEALTH CARE MANAGEMENT AND LONG-TERM HEALTH CARE FOR ELDERLY PERSONS. 53,799,006
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 (2024)
Form 990-PF (2024)
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
17,132,621
b
Average of monthly cash balances.......................
1b
4,932,602
c
Fair market value of all other assets (see instructions)................
1c
466,176
d
Total (add lines 1a, b, and c).........................
1d
22,531,399
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
22,531,399
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
337,971
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
22,193,428
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,109,671
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 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (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
2,329,540
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
19,699,767
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
22,029,307
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$  
a Applied to 2023, 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 2024 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		 
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
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 ..... 		22,029,307 15,182,843 6,732,458 2,903,393 46,848,001
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 .... 		22,029,307 15,182,843 6,732,458 2,903,393 46,848,001
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 .. 		739,781 651,175 651,266 744,283 2,786,505
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

CLEARLAKES CHORALE

PO BOX 223
WOLFEBORO,NH03894 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 500

HUOT TECHNICAL CENTER

26 DEWEY STREET
LACONIA,NH03246 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 500

LACONIA MULTICULTURAL FESTIVAL

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

LEADERSHIP LAKES REGION

423 S MAIN STREET
LACONIA,NH03246 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 1,025

LOU ATHANAS YOUTH BASKETBALL

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

NH LONG TERM CARE FOUNDATION

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

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

TOWN OF WOLFEBORO

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

WRIGHT MUSEUM OF WWII

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

OSHER AT DARTMOUTH

1 COURT STREET SUITE 380
LEBANON,NH03766 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 2,000

FRIENDS OF GILFORD FOOTBALL

23 MORGAN WAY
GILFORD,NH03249 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 500

ALZHEIMERS ASSOCIATION

212 FOREST ROAD
WOLFEBORO,NH03894 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 100

GRANITE STATE ELITE SOFTBALL

27 GAUTHIER DR
EPSOM,NH03234 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 500

DISABLED AMERICAN VETERANS

860 DOLWICK DRIVE
ERLANGER,KY41018 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 250

LAKES REGION CHAMBER OF COMMERCE

383 SOUTH MAIN STREET
LACONIA,NH03246 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 290

WOLFEBORO FESTIVAL OF TREES

58 FOREST ROAD
WOLFEBORO,NH03894 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 40

CANNON MT SKI AREA

2650 PROFILE ROAD
FRANCONIA,NH03580 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 45

WINIIPESAUKEE DAR- SH VETERANS FLAGS

97 MIDDLETOWN ROAD
WOLFEBORO,NH03894 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 125

GREATER LAKES REGION CHILDRENS AUCTION

383 SOUTH MAIN STREET
LACONIA,NH03246 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 88

LAKES REGION COMMUNITY DEVELOPERS

193 COURT STREET
LACONIA,NH03246 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 1,800

NH CENTER FOR NON PROFITS

3 NORTH SPRING ST STE 101
CONCORD,NH03301 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 380

BELKNAP MILL SOCIETY

25 BEACON ST EAST
LACONIA,NH03246 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 2,500

NEW HAMPSHIRE BOAT MUSEUM

PO BOX 1195
WOLFEBORO FALLS,NH03896 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 1,000

GREAT WATERS

PO BOX 488
WOLFEBORO,NH03894 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 2,500

MONHONK PRESERVE

3197 ROUTE 44-55
GARDINER,NY12525 		N/A   SUPPORT OF CHARITABLE ORGANIZATION 100
Total .................................right arrow 3a 21,038
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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         11,051,322
bPERIODIC RESIDENT INCOME         21,100,226
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 ....     14 502,933  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 265,531  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 362,806  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aAUXILIARY INCOME 		    03 2,181,965  
bLOSS OF INVESTMENT IN SUBSIDIARY     01 -239,482  
cOTHER NON-OPERATING GAINS     03 71,724  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,145,477 32,151,548
13Total. Add line 12, columns (b), (d), and (e)..................
13
35,297,025
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
TAYLOR COMMUNITY
 
Employer identification number

02-0222149
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
TAYLOR COMMUNITY
  		Employer identification number
02-0222149
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
STEVEN & JUDITH SIEGEL
 
11 BOIS CIRCLE
 
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
JEAN GESSNER
25 TAYLOR HOME DR
 
LACONIA, NH03246

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
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
DOUGLAS & ANGELA STONE FAMILY FUND
 
52 BELKNAP MOUNTAIN RD
 
GILFORD, NH03249

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
SHEEHAN PHINNEY CHARITABLE FUND
 
1000 ELM STREET STE 17
 
MANCHESTER, NH03101

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
THE HOME BEAUTIFUL
 
141 DANIEL WEBSTER HWY
 
BELMONT, NH03220

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
TAYLOR COMMUNITY
  		Employer identification number
02-0222149
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
PATRICIA ANDERSON
94 EASTMAN SHORE RD SOUTH
 
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
8
CONNESTON CONSTRUCTION INC
 
132 S MAIN STREET
 
LACONIA, NH03246

$ 5,000


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
TAYLOR COMMUNITY
EIN:
02-0222149
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 66,000 0 66,000 0

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

TY 2024 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 EQUIPMENT AND BUILDING   PURCHASED     5,000 120,461 COST 0 -115,461  

TY 2024 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% 56,046 56,046
ABBOTT LABORATORIES 1.15% 14,011 14,011
AFLAC INC - 2.875% 44,032 44,032
AIR PRODUCTS & CHEM 1.85% 23,961 23,961
AMERICAN ELECTRIC POWER CO. 3.2% 29,208 29,208
AMERICAN INTL GROUP - 3.9% 29,787 29,787
AMERIPRISE FINL INC 2.875% 73,703 73,703
ANHEUSER-BUSCH INBEV WORLDWIDE INC 3.5% 28,797 28,797
ASTRAZENECA PLC 3.375% 49,810 49,810
ASTRAZENECA PLC 3.375% 29,886 29,886
BANK AMER CORP SR INTNOTES BE - 4.2% 13,929 13,929
CITIGROUP INC 1% 19,588 19,588
CITIGROUP INC 1% 63,789 63,789
COCA COLA CO 1.45% 42,823 42,823
COMCAST CORP 2.65% 13,890 13,890
COMCAST CORP 3.15% 37,003 37,003
COMCAST CORP NEW - 3.95% 64,839 64,839
CONOCOPHILLIPS CO - 4.15% 54,680 54,680
DISNEY WALT CO 2.65% 45,599 45,599
DOVER CORP 3.15% 49,806 49,806
EXXON MOBILE CORP - 3.043% 49,545 49,545
FEDERATED HERMES 100,814 100,814
GOLDMAN SACHS - 4% 29,263 29,263
IBM CORP 6.22% 52,193 52,193
INTEL CORP - 3.7% 24,952 24,952
ISHARES TRUST ISHARES 1-5 YR INV GR CORP BOND EFT 36,218 36,218
JP MORGAN CHASE - 2.95% 29,479 29,479
JPMORGAN CHASE & CO 1% 32,720 32,720
MICROSOFT CORP - 3.3% 49,592 49,592
QUALCOMM INC SR NT - 3.45% 57,983 57,983
VANGUARD INTERMED TERM INV GRADE FD - ADM 35,235 35,235
VERIZON COMM 3% 39,056 39,056
VISA INC 1.9% 28,939 28,939
WELLS FARGO & CO MTN - 3.55% 74,740 74,740
WELLS FARGO CO 3% 49,346 49,346

TY 2024 InvestmentsCorpStockSchedule
Name:
TAYLOR COMMUNITY
EIN:
02-0222149
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 117,060 117,060
ADOBE SYS INC 52,497 52,497
ALPHABET INC 343,008 343,008
AMAZON INC 258,188 258,188
APPLE INC 391,000 391,000
AUTOMATIC DATA PROCESSING INC 69,138 69,138
BANK AMERICA CORP 77,367 77,367
BERKSHIRE HATHAWAY INC DEL CL B NEW 279,956 279,956
CARDINAL HEALTH 211,935 211,935
CASEYS GEN STORES INC. 129,525 129,525
CONSTELLATION ENERGY 91,387 91,387
COSTCO 268,515 268,515
EATON CORP PLC 58,874 58,874
ENERGY SELECT SECTOR SPDR 51,520 51,520
EXELON CORP COM 57,687 57,687
EXXON MOBILE 51,759 51,759
INTERCONTINENTAL EXCHANGE CO 102,462 102,462
JP MORGAN CHASE & CO 236,058 236,058
KB HOME 16,209 16,209
LOWES COS INC 101,720 101,720
MARATHON PETE CORP COM 74,064 74,064
MATERIALS SELECT SECTOR SPDR 73,823 73,823
MERCK & CO INC. 42,600 42,600
MGIC INVESTMENT CORP 74,730 74,730
MICRON TECHNOLOGY INC 123,120 123,120
MICROSOFT CORP COM 405,141 405,141
MORGAN STANLEY COM 65,789 65,789
NETAPP INC. 53,850 53,850
NVIDIA CORP 54,460 54,460
O REILLY AUTOMOTIVE INC NEW COM 275,964 275,964
ORACLE CORP 95,689 95,689
OWENS CORNING 43,623 43,623
PEPSICO INC 63,045 63,045
STRYKER CORP 158,916 158,916
TJX CO INC 128,680 128,680
UNITED RENTALS INC. 75,774 75,774
UNITEDHEALTH GROUP INC 76,116 76,116
VANGUARD INFO TECH ETF 589,560 589,560
VERIZON COMM 50,008 50,008
WALMART INC COM 160,463 160,463
WASTE MGMT INC DEL COM 82,843 82,843

TY 2024 InvestmentsGovtObligationsSch
Name:
TAYLOR COMMUNITY
EIN:
02-0222149
US Government Securities - End of Year Book Value:

72,841
US Government Securities - End of Year Fair Market Value:

72,841
State & Local Government Securities - End of Year Book Value:


84,163
State & Local Government Securities - End of Year Fair Market Value:


84,163


TY 2024 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 2,593,000 2,593,000
FEDERATED GOVT OBLIGATION #117 I FMV 13,247 13,247
FEDERATED GOVT OBLIGATION #117 I FMV 1,519,639 1,519,639
ISHARES S&P MIDCAP 400 GROWTH INDEX FMV 99,315 99,315
ISHARES S&P MIDCAP 400 VALUE IDX FMV 91,368 91,368
VANGUARD BALANCED INDEX FUND ADM FMV 5,335,956 5,335,956
VANGUARD MONEY MKT FUND FMV 592,658 592,658
VANGUARD MID CAP ETF FMV 285,540 285,540
VANGUARD S&P 500 ETF FMV 200,838 200,838

TY 2024 LandEtcSchedule2
Name:
TAYLOR COMMUNITY
EIN:
02-0222149
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND & IMPROVEMENTS 9,970,064 856,290 9,113,774 9,113,774
BUILDINGS & IMPROVEMENTS 126,766,922 40,752,115 86,014,807 86,014,807
FURNISHINGS & EQUIPMENT 10,738,765 7,683,789 3,054,976 3,054,976


TY 2024 LegalFeesSchedule
Name:
TAYLOR COMMUNITY
EIN:
02-0222149
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 281,867 0 281,867 0


TY 2024 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 10,868,238 11,467,591 11,467,591
TRUST FUNDS HELD BY OTHERS 8,063,108 8,336,972 8,336,972
GOODWILL 0 7,544,775 7,544,775


TY 2024 OtherExpensesSchedule
Name:
TAYLOR COMMUNITY
EIN:
02-0222149
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DEPARTMENTAL EXPENSE 1,668,139 0 1,564,919 103,220
AUTO EXPENSE 190,842 0 171,911 18,931
CONTRACT WORK 33,912 0 30,710 3,202
HOUSEKEEPING 552,777 0 498,272 54,505
FOOD SERVICE EXPENSE 3,551,393 0 3,198,468 352,925
GENERAL ADMINISTRATION EXPENSE 4,832,735 0 4,809,501 23,234
OFFICE SUPPLIES 864,191 0 779,963 84,228


TY 2024 OtherIncomeSchedule2
Name:
TAYLOR COMMUNITY
EIN:
02-0222149
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ENTRANCE FEES 11,051,322   11,051,322
PERIODIC RESIDENT INCOME 21,100,226   21,100,226
AUXILIARY INCOME 2,181,965   2,181,965
LOSS OF INVESTMENT IN SUBSIDIARY -239,482   -239,482
OTHER NON-OPERATING GAINS 71,724   71,724


TY 2024 OtherIncreasesSchedule
Name:
TAYLOR COMMUNITY
EIN:
02-0222149
Description Amount
CHANGE IN UNREALIZED APPRECIATION OF INVESTMENTS - BOOK PURPOSES 226,147
CHANGE IN TRUST FUNDS HELD BY OTHERS 352,083


TY 2024 OtherLiabilitiesSchedule
Name:
TAYLOR COMMUNITY
EIN:
02-0222149
Description Beginning of Year - Book Value End of Year - Book Value
DEPOSITS ON ENTRANCE FEES 757,328 846,510
ANNUITIES PAYABLE 12,062 3,783


TY 2024 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. 700,256
Total     1,253,357

TY 2024 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. 700,256
Total     700,256