2026-01-15T10:20:26-06:00 2025-04-30 020327524 NATHAN WECHSLER & COMPANY PA 70 COMMERCIAL STREET SUITE 401 CONCORD NH 03301 990PF 2024-05-01 020222149 TAYLOR COMMUNITY TAYL 6035245600 435 UNION AVENUE LACONIA NH 03246 MICHAEL FLAHERTY CEO 6035245600 2026-01-15 1 0 ORESTE J MOSCA CPA P00366101 6032245357 2026-01-15 2024 2025-03-06 01:10:19Z X 151945074 X 327448 502933 502933 502933 265531 265531 265531 362806 1012658 478267 0 34165755 0 34165755 35624473 981200 34934219 523723 0 360296 0 13063844 0 11915417 1148427 4210325 0 3851324 359001 281867 0 281867 0 66000 0 66000 0 2479545 0 2479545 0 4897876 0 4897876 1461852 0 1331599 130253 310094 0 279518 30576 11693989 0 11053744 640245 38989115 0 36517186 2308502 21038 21038 39010153 0 36517186 2329540 -3385680 981200 0 10220 10550 10550 3310980 6533454 6533454 1304049 759468 1304049 1304049 498536 0 0 154634 95999 95999 367628 370177 370177 150334 157004 157004 5224968 5734123 5734123 1625139 1475262 1475262 9166850 10731561 10731561 147475751 49292194 83074352 98183557 98183557 18931346 27349338 27349338 123274455 151945074 151945074 2492088 4239875 60499569 68485046 46291915 67955817 769390 850293 110052962 141531031 X -369435 -3749490 13590928 14163533 13221493 10414043 123274455 151945074 13221493 -3385680 578230 10414043 0 10414043 SALE OF INVESTMENTS P 791472 529391 262081 262081 CAPITAL GAINS DIVIDENDS P 216186 216186 216186 478267 0 X 1985-12-09 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NH 1 1 0 1 0 1 WWW.TAYLORCOMMUNITY.ORG MARY ELLIARD 6035245600 435 UNION AVENUE LACONIA NH 03246 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRADFORD COOK 435 UNION AVENUE LACONIA NH 03246 TRUSTEE, SECRETARY 2.00 0 0 0 D RUSSELL COOPER JR 435 UNION AVENUE LACONIA NH 03246 TRUSTEE 2.00 0 0 0 DAVID PEARLMAN 435 UNION AVENUE LACONIA NH 03246 TRUSTEE, EX OFFICIO 2.00 0 0 0 EDMUND T SOUCY 435 UNION AVENUE LACONIA NH 03246 PAST VP, FINANCE 40.00 37759 1558 0 H THOMAS VOLPE 435 UNION AVENUE LACONIA NH 03246 TRUSTEE, EMERITUS 2.00 0 0 0 MATT KRAUSE 435 UNION AVENUE LACONIA NE 03246 TRUSTEE 2.00 0 0 0 MICHAEL FLAHERTY 435 UNION AVENUE LACONIA NH 03246 CEO 40.00 322537 12153 0 MITCHELL JEAN 435 UNION AVENUE LACONIA NH 03246 TRUSTEE, VICE CHAIR 2.00 0 0 0 PATRICIA ANDERSON 435 UNION AVENUE LACONIA NH 03246 TRUSTEE 2.00 0 0 0 RAYMOND CHAMBERS 435 UNION AVENUE LACONIA NH 03246 TRUSTEE 2.00 0 0 0 ROBERT MACARTHUR 435 UNION AVENUE LACONIA NH 03246 TRUSTEE 2.00 0 0 0 SARAH LAFFEY 435 UNION AVENUE LACONIA NH 03246 TRUSTEE, TREASURER 2.00 0 0 0 TRAVIS COLE 435 UNION AVENUE LACONIA NH 03246 TRUSTEE, CHAIR 2.00 0 0 0 CHRISTIAN COULTER 435 UNION AVENUE LACONIA NH 03246 TRUSTEE 2.00 0 0 0 RANDY EIFERT 435 UNION AVENUE LACONIA NH 03246 TRUSTEE 2.00 0 0 0 PETER WEBSTER 435 UNION AVENUE LACONIA NH 03246 TRUSTEE 2.00 0 0 0 MARY ELLIARD 435 UNION AVENUE LACONIA NH 03246 VP, FINANCE 40.00 163427 15586 0 JENIFER HOFFMAN 435 UNION AVENUE LACONIA NH 03426 VP OF SALES & MARKET 40.00 226978 10295 0 TAMARA STEVENS 435 UNION AVENUE LACONIA NH 03426 SALES 40.00 187698 34498 0 MARK LATHAM 435 UNION AVENUE LACONIA NH 03426 VP OF CLINICAL OPERA 40.00 178323 27023 0 KIRK BESWICK 435 UNION AVENUE LACONIA NH 03426 VP OF FACILITIES 40.00 167305 25289 0 DINA FINOS 435 UNION AVENUE LACONIA NH 03426 ADMISSIONS DIRECTOR 40.00 135404 13987 0 126 AMC QUALITY BUILDERS LLC 7 FERRIS RD LYNN MA 01904 CONTRACTOR 548591 GARY STRZEPEK 88 SHELLCAMP RD GILMANTON NH 03237 CONTRACTOR 456360 DALTON CONSTRUCTION 31 CHAPMAN RD SANBORNTON NH 03269 CONSTRUCTION 221704 STEWART ASSOCIATES ARCHITECTS LLC PO BOX 6555 LANCONIA NH 03247 ARCHITECTS 187700 CHADWICK MECHANICAL LLC 89 COUNTRYSIDE DR GILFORD NH 03249 CONTRACTOR 148736 0 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. 53799006 0 17132621 4932602 466176 22531399 0 0 22531399 337971 22193428 1109671 X 2329540 0 19699767 22029307 1985-12-09 X 0 0 0 0 0 0 0 0 0 0 22029307 15182843 6732458 2903393 46848001 0 0 0 0 0 22029307 15182843 6732458 2903393 46848001 0 0 739781 651175 651266 744283 2786505 0 0 0 0 X ALL AMERICAN PUBLISHING 5411 W KENDALL ST BOISE ID 83706 N/A SUPPORT OF CHARITABLE ORGANIZATION 295 CLEARLAKES CHORALE PO BOX 223 WOLFEBORO NH 03894 N/A SUPPORT OF CHARITABLE ORGANIZATION 500 HUOT TECHNICAL CENTER 26 DEWEY STREET LACONIA NH 03246 N/A SUPPORT OF CHARITABLE ORGANIZATION 500 LACONIA MULTICULTURAL FESTIVAL PO BOX 1052 LACONIA NH 03246 N/A SUPPORT OF CHARITABLE ORGANIZATION 100 LEADERSHIP LAKES REGION 423 S MAIN STREET LACONIA NH 03246 N/A SUPPORT OF CHARITABLE ORGANIZATION 1025 LOU ATHANAS YOUTH BASKETBALL 306 UNION AVE LACONIA NH 03246 N/A SUPPORT OF CHARITABLE ORGANIZATION 400 NH LONG TERM CARE FOUNDATION 4 PARK STREET CONCORD NH 03301 N/A SUPPORT OF CHARITABLE ORGANIZATION 1000 POWERHOUSE THEATRE 25 BEACON ST E LACONIA NH 03253 N/A SUPPORT OF CHARITABLE ORGANIZATION 1500 THE VILLAGE PLAYERS 51 GLENDON STREET WOLFEBORO NH 03894 N/A SUPPORT OF CHARITABLE ORGANIZATION 500 TOWN OF WOLFEBORO 84 S MAIN STREET WOLFEBORO NH 03894 N/A SUPPORT OF CHARITABLE ORGANIZATION 500 WRIGHT MUSEUM OF WWII 77 CENTER ST WOLFEBORO NH 03894 N/A SUPPORT OF CHARITABLE ORGANIZATION 2500 OSHER AT DARTMOUTH 1 COURT STREET SUITE 380 LEBANON NH 03766 N/A SUPPORT OF CHARITABLE ORGANIZATION 2000 FRIENDS OF GILFORD FOOTBALL 23 MORGAN WAY GILFORD NH 03249 N/A SUPPORT OF CHARITABLE ORGANIZATION 500 ALZHEIMERS ASSOCIATION 212 FOREST ROAD WOLFEBORO NH 03894 N/A SUPPORT OF CHARITABLE ORGANIZATION 100 GRANITE STATE ELITE SOFTBALL 27 GAUTHIER DR EPSOM NH 03234 N/A SUPPORT OF CHARITABLE ORGANIZATION 500 DISABLED AMERICAN VETERANS 860 DOLWICK DRIVE ERLANGER KY 41018 N/A SUPPORT OF CHARITABLE ORGANIZATION 250 LAKES REGION CHAMBER OF COMMERCE 383 SOUTH MAIN STREET LACONIA NH 03246 N/A SUPPORT OF CHARITABLE ORGANIZATION 290 WOLFEBORO FESTIVAL OF TREES 58 FOREST ROAD WOLFEBORO NH 03894 N/A SUPPORT OF CHARITABLE ORGANIZATION 40 CANNON MT SKI AREA 2650 PROFILE ROAD FRANCONIA NH 03580 N/A SUPPORT OF CHARITABLE ORGANIZATION 45 WINIIPESAUKEE DAR- SH VETERANS FLAGS 97 MIDDLETOWN ROAD WOLFEBORO NH 03894 N/A SUPPORT OF CHARITABLE ORGANIZATION 125 GREATER LAKES REGION CHILDRENS AUCTION 383 SOUTH MAIN STREET LACONIA NH 03246 N/A SUPPORT OF CHARITABLE ORGANIZATION 88 LAKES REGION COMMUNITY DEVELOPERS 193 COURT STREET LACONIA NH 03246 N/A SUPPORT OF CHARITABLE ORGANIZATION 1800 NH CENTER FOR NON PROFITS 3 NORTH SPRING ST STE 101 CONCORD NH 03301 N/A SUPPORT OF CHARITABLE ORGANIZATION 380 BELKNAP MILL SOCIETY 25 BEACON ST EAST LACONIA NH 03246 N/A SUPPORT OF CHARITABLE ORGANIZATION 2500 NEW HAMPSHIRE BOAT MUSEUM PO BOX 1195 WOLFEBORO FALLS NH 03896 N/A SUPPORT OF CHARITABLE ORGANIZATION 1000 GREAT WATERS PO BOX 488 WOLFEBORO NH 03894 N/A SUPPORT OF CHARITABLE ORGANIZATION 2500 MONHONK PRESERVE 3197 ROUTE 44-55 GARDINER NY 12525 N/A SUPPORT OF CHARITABLE ORGANIZATION 100 21038 0 ENTRANCE FEES 11051322 PERIODIC RESIDENT INCOME 21100226 14 502933 16 265531 18 362806 AUXILIARY INCOME 03 2181965 LOSS OF INVESTMENT IN SUBSIDIARY 01 -239482 OTHER NON-OPERATING GAINS 03 71724 0 3145477 32151548 35297025 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. 0 0 0 0 0 0 0 0 0 0 X X 1 STEVEN & JUDITH SIEGEL 11 BOIS CIRCLE LACONIA NH 03246 10000 X 2 JEAN GESSNER 25 TAYLOR HOME DR LACONIA NH 03246 5000 X 3 PAUL BRENDA HAUNFELNER 66 LANDING LN UNIT 301 LACONIA NH 03246 5000 X 4 DOUGLAS & ANGELA STONE FAMILY FUND 52 BELKNAP MOUNTAIN RD GILFORD NH 03249 15000 X 5 SHEEHAN PHINNEY CHARITABLE FUND 1000 ELM STREET STE 17 MANCHESTER NH 03101 10000 X 6 THE HOME BEAUTIFUL 141 DANIEL WEBSTER HWY BELMONT NH 03220 5000 X 7 PATRICIA ANDERSON 94 EASTMAN SHORE RD SOUTH LACONIA NH 03246 5000 X 8 CONNESTON CONSTRUCTION INC 132 S MAIN STREET LACONIA NH 03246 5000 X PROFESSIONAL FEES 66000 0 66000 0 SALE OF EQUIPMENT AND BUILDING PURCHASED 5000 120461 COST 0 -115461 ABBOTT LABORATORIES 1.15% 56046 56046 ABBOTT LABORATORIES 1.15% 14011 14011 AFLAC INC - 2.875% 44032 44032 AIR PRODUCTS & CHEM 1.85% 23961 23961 AMERICAN ELECTRIC POWER CO. 3.2% 29208 29208 AMERICAN INTL GROUP - 3.9% 29787 29787 AMERIPRISE FINL INC 2.875% 73703 73703 ANHEUSER-BUSCH INBEV WORLDWIDE INC 3.5% 28797 28797 ASTRAZENECA PLC 3.375% 49810 49810 ASTRAZENECA PLC 3.375% 29886 29886 BANK AMER CORP SR INTNOTES BE - 4.2% 13929 13929 CITIGROUP INC 1% 19588 19588 CITIGROUP INC 1% 63789 63789 COCA COLA CO 1.45% 42823 42823 COMCAST CORP 2.65% 13890 13890 COMCAST CORP 3.15% 37003 37003 COMCAST CORP NEW - 3.95% 64839 64839 CONOCOPHILLIPS CO - 4.15% 54680 54680 DISNEY WALT CO 2.65% 45599 45599 DOVER CORP 3.15% 49806 49806 EXXON MOBILE CORP - 3.043% 49545 49545 FEDERATED HERMES 100814 100814 GOLDMAN SACHS - 4% 29263 29263 IBM CORP 6.22% 52193 52193 INTEL CORP - 3.7% 24952 24952 ISHARES TRUST ISHARES 1-5 YR INV GR CORP BOND EFT 36218 36218 JP MORGAN CHASE - 2.95% 29479 29479 JPMORGAN CHASE & CO 1% 32720 32720 MICROSOFT CORP - 3.3% 49592 49592 QUALCOMM INC SR NT - 3.45% 57983 57983 VANGUARD INTERMED TERM INV GRADE FD - ADM 35235 35235 VERIZON COMM 3% 39056 39056 VISA INC 1.9% 28939 28939 WELLS FARGO & CO MTN - 3.55% 74740 74740 WELLS FARGO CO 3% 49346 49346 ABBVIE INC 117060 117060 ADOBE SYS INC 52497 52497 ALPHABET INC 343008 343008 AMAZON INC 258188 258188 APPLE INC 391000 391000 AUTOMATIC DATA PROCESSING INC 69138 69138 BANK AMERICA CORP 77367 77367 BERKSHIRE HATHAWAY INC DEL CL B NEW 279956 279956 CARDINAL HEALTH 211935 211935 CASEYS GEN STORES INC. 129525 129525 CONSTELLATION ENERGY 91387 91387 COSTCO 268515 268515 EATON CORP PLC 58874 58874 ENERGY SELECT SECTOR SPDR 51520 51520 EXELON CORP COM 57687 57687 EXXON MOBILE 51759 51759 INTERCONTINENTAL EXCHANGE CO 102462 102462 JP MORGAN CHASE & CO 236058 236058 KB HOME 16209 16209 LOWES COS INC 101720 101720 MARATHON PETE CORP COM 74064 74064 MATERIALS SELECT SECTOR SPDR 73823 73823 MERCK & CO INC. 42600 42600 MGIC INVESTMENT CORP 74730 74730 MICRON TECHNOLOGY INC 123120 123120 MICROSOFT CORP COM 405141 405141 MORGAN STANLEY COM 65789 65789 NETAPP INC. 53850 53850 NVIDIA CORP 54460 54460 O REILLY AUTOMOTIVE INC NEW COM 275964 275964 ORACLE CORP 95689 95689 OWENS CORNING 43623 43623 PEPSICO INC 63045 63045 STRYKER CORP 158916 158916 TJX CO INC 128680 128680 UNITED RENTALS INC. 75774 75774 UNITEDHEALTH GROUP INC 76116 76116 VANGUARD INFO TECH ETF 589560 589560 VERIZON COMM 50008 50008 WALMART INC COM 160463 160463 WASTE MGMT INC DEL COM 82843 82843 72841 72841 84163 84163 FEDERATED GOVT OBLIGATION #117 I FMV 2593000 2593000 FEDERATED GOVT OBLIGATION #117 I FMV 13247 13247 FEDERATED GOVT OBLIGATION #117 I FMV 1519639 1519639 ISHARES S&P MIDCAP 400 GROWTH INDEX FMV 99315 99315 ISHARES S&P MIDCAP 400 VALUE IDX FMV 91368 91368 VANGUARD BALANCED INDEX FUND ADM FMV 5335956 5335956 VANGUARD MONEY MKT FUND FMV 592658 592658 VANGUARD MID CAP ETF FMV 285540 285540 VANGUARD S&P 500 ETF FMV 200838 200838 LAND & IMPROVEMENTS 9970064 856290 9113774 9113774 BUILDINGS & IMPROVEMENTS 126766922 40752115 86014807 86014807 FURNISHINGS & EQUIPMENT 10738765 7683789 3054976 3054976 PROFESSIONAL FEES 281867 0 281867 0 INVESTMENT IN SUGAR HILL 10868238 11467591 11467591 TRUST FUNDS HELD BY OTHERS 8063108 8336972 8336972 GOODWILL 0 7544775 7544775 DEPARTMENTAL EXPENSE 1668139 0 1564919 103220 AUTO EXPENSE 190842 0 171911 18931 CONTRACT WORK 33912 0 30710 3202 HOUSEKEEPING 552777 0 498272 54505 FOOD SERVICE EXPENSE 3551393 0 3198468 352925 GENERAL ADMINISTRATION EXPENSE 4832735 0 4809501 23234 OFFICE SUPPLIES 864191 0 779963 84228 ENTRANCE FEES 11051322 11051322 PERIODIC RESIDENT INCOME 21100226 21100226 AUXILIARY INCOME 2181965 2181965 LOSS OF INVESTMENT IN SUBSIDIARY -239482 -239482 OTHER NON-OPERATING GAINS 71724 71724 CHANGE IN UNREALIZED APPRECIATION OF INVESTMENTS - BOOK PURPOSES 226147 CHANGE IN TRUST FUNDS HELD BY OTHERS 352083 DEPOSITS ON ENTRANCE FEES 757328 846510 ANNUITIES PAYABLE 12062 3783 SUGAR HILL RETIREMENT COMMUNITY ASSOCIATION INC 83 ROLLING WOOD DRIVE WOLFEBORO NH 03894 020494479 MONEY TRANSFERED FOR MANAGERIAL SERVICES. 700256 1253357 SUGAR HILL RETIREMENT COMMUNITY ASSOCIATION INC 83 ROLLING WOOD DRIVE WOLFEBORO NH 03894 020494479 TO TRANSFER MONEY FOR FEES EARNED. 700256 700256