TAYLOR HOME: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
TAYLOR HOME (EIN 02-0222149)
Tax period
2011-05-01 to 2012-04-30
Filed
2012-09-07
IRS object ID
201212519349100401
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-09-07T11:36:24-05:00Timestamp
Tax Period End Date2012-04-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN020327524EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1NATHAN WECHSLER & COMPANY PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line170 COMMERCIAL STREET SUITE 401AddressLine1
CityCONCORDCity
StateNHState
ZIP Code03301ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-05-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN020222149EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1TAYLOR COMMUNITYBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlTAYLNameControl
Phone6035245600Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1435 UNION AVENUEAddressLine1
CityLACONIACity
StateNHState
ZIP Code03246ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTIMOTHY MARTINName
TitlePRESIDENT/CEOTitle
Phone6035245600Phone
Date Signed2012-08-30DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone6032245357Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY59572575FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss523078ContriReceivedRevAndExpnss
Dividends Rev And Expnss249897DividendsRevAndExpnss
Dividends Net Invst Incm249897DividendsNetInvstIncm
Dividends Adj Net Incm249897DividendsAdjNetIncm
Gross Rents Rev And Expnss6573GrossRentsRevAndExpnss
Gross Rents Adj Net Incm6573GrossRentsAdjNetIncm
Net Rental Income Or Loss5010NetRentalIncomeOrLoss
Net Gain Sale Assets Rev And Expnss-78549NetGainSaleAssetsRevAndExpnss
Gross Sales Price2266538GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm0NetSTCGAdjNetIncm
Other Income Rev And Expnss9435219OtherIncomeRevAndExpnss
Other Income Net Invst Incm0OtherIncomeNetInvstIncm
Other Income Adj Net Incm9435219OtherIncomeAdjNetIncm
Total Revenue And Expenses10136218TotalRevenueAndExpenses
Total Net Investment Income249897TotalNetInvestmentIncome
Total Adjusted Net Income9691689TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss326062CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm326062CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss1563TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Adj Net Incm1563TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss1760600DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm0DeprecAndDepletionNetInvstIncm
Deprec And Depletion Adj Net Incm1760600DeprecAndDepletionAdjNetIncm
Other Expenses Rev And Expnss8854775OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm7688464OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps1166311OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss10943000TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm9776689TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1166311TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss599ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps599ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss10943599TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm9776689TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps1166910TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-807381ExcessOfRevenueOverExpenses
Net Investment Income249897NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY856149SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY1202106SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV1202106SavingsAndTempCashInvstEOYFMV
Accounts Receivable250305AccountsReceivable
Accounts Receivable BOY285373AccountsReceivableBOY
Accounts Receivable EOY250305AccountsReceivableEOY
Accounts Receivable EOYFMV250305AccountsReceivableEOYFMV
Other Notes And Loans Receivable5000OtherNotesAndLoansReceivable
Allwnc For Dbtfl Acct Other Rcvbl0AllwncForDbtflAcctOtherRcvbl
Other Notes And Loans Rcvbl BOY299480OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY5000OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV5000OtherNotesAndLoansRcvblEOYFMV
Inventories For Sale Or Use BOY12873InventoriesForSaleOrUseBOY
Inventories For Sale Or Use EOY13009InventoriesForSaleOrUseEOY
Inventories For Sale Or Use EOYFMV13009InventoriesForSaleOrUseEOYFMV
Prepaid Expenses BOY135509PrepaidExpensesBOY
Prepaid Expenses EOY196099PrepaidExpensesEOY
Prepaid Expenses EOYFMV196099PrepaidExpensesEOYFMV
Investments Govt Oblig BOY776987InvestmentsGovtObligBOY
Investments Govt Oblig EOY417772InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV417772InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY2770047InvestmentsCorpStockBOY
Investments Corp Stock EOY2387613InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV2387613InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY677400InvestmentsCorpBondsBOY
Investments Corp Bonds EOY953536InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV953536InvestmentsCorpBondsEOYFMV
Investments Other BOY6394835InvestmentsOtherBOY
Investments Other EOY5219299InvestmentsOtherEOY
Investments Other EOYFMV5219299InvestmentsOtherEOYFMV
Land Building And Equipment Basis63425048LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip22434876AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY41574249LandBuildingAndEquipmentBOY
Land Building And Equipment EOY40990172LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV40990172LandBuildingAndEquipmentEOYFMV
Other Assets BOY9075656OtherAssetsBOY
Other Assets EOY7937664OtherAssetsEOY
Other Assets EOYFMV7937664OtherAssetsEOYFMV
Total Assets BOY62858558TotalAssetsBOY
Total Assets EOY59572575TotalAssetsEOY
Total Assets EOYFMV59572575TotalAssetsEOYFMV
Accounts Payable BOY1097378AccountsPayableBOY
Accounts Payable EOY1097262AccountsPayableEOY
Deferred Revenue BOY23106979DeferredRevenueBOY
Deferred Revenue EOY21535573DeferredRevenueEOY
Mortgages And Notes Payable BOY25380000MortgagesAndNotesPayableBOY
Mortgages And Notes Payable EOY24755000MortgagesAndNotesPayableEOY
Other Liabilities BOY2812799OtherLiabilitiesBOY
Other Liabilities EOY3529085OtherLiabilitiesEOY
Total Liabilities BOY52397156TotalLiabilitiesBOY
Total Liabilities EOY50916920TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY-3489917UnrestrictedBOY
Unrestricted EOY-4779815UnrestrictedEOY
Temporarily Restricted BOY5935234TemporarilyRestrictedBOY
Temporarily Restricted EOY5686957TemporarilyRestrictedEOY
Permanently Restricted BOY8016085PermanentlyRestrictedBOY
Permanently Restricted EOY7748513PermanentlyRestrictedEOY
Total Net Assets BOY10461402TotalNetAssetsBOY
Total Net Assets EOY8655655TotalNetAssetsEOY
Total Liabilities Net Assets BOY62858558TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY59572575TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY10461402TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-807381ExcessOfRevenueOverExpenses
Other Increases177076OtherIncreases
Subtotal9831097Subtotal
Other Decreases1175442OtherDecreases
Total Net Assets Fund Balances EOY8655655TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
SALE OF INVESTMENTSP17776381870342-92704-92704
SALE OF ASSETS HELD FOR SALEP4889004747451415514155
FieldValueIRS element (for citing)
Capital Gain Net Income-78549CapitalGainNetIncome
Net Short Term Capital Gain Or Loss0NetShortTermCapitalGainOrLoss

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Exempt Operating FoundationsXExemptOperatingFoundations
Date Of Ruling Letter1985-12-09DateOfRulingLetter
Investment Income Excise Tax NAN/AInvestmentIncomeExciseTaxNA
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithNHStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation1PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressWWW.TAYLORCOMMUNITY.ORGWebsiteAddress
Books In Care Of Person NameDENISE KENNEYBooksInCareOfPersonName
Books In Care Of Phone Number6035245600BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1435 UNION AVENUEAddressLine1
CityLACONIACity
StateNHState
ZIP Code03246ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (20 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
RODNEY DYER 603-524-5831
435 UNION AVENUELACONIANH03246TRUSTEE2.00000
ROBERT SELIG 603-527-0111
435 UNION AVENUELACONIANH03246TRUSTEE, CHAIR2.00000
JANET MITCHELL 603-524-9574
435 UNION AVENUELACONIANH03246TRUSTEE2.00000
H THOMAS VOLPE 603-524-4567
435 UNION AVENUELACONIANH03246TRUSTEE2.00000
DEBORAH COTTON 603-524-2883
435 UNION AVENUELACONIANH03246TRUSTEE2.00000
TIMOTHY MARTIN 603-524-5600
435 UNION AVENUELACONIANH03246TRUSTEE, PRESIDENT/CEO40.00186572176680
SUSAN E SMITH 603-527-0417
435 UNION AVENUELACONIANH03246ADMINISTRATOR40.005449077730
ROBERT T SMITH 603-528-4205
435 UNION AVENUELACONIANH03246TRUSTEE, TREASURER2.00000
FRANK TILTON 603-528-8466
435 UNION AVENUELACONIANH03246TRUSTEE2.00000
MITCHELL JEAN 603-524-1376
435 UNION AVENUELACONIANH03246TRUSTEE2.00000
MATTHEW LAHEY 603-524-4283
435 UNION AVENUELACONIANH03246TRUSTEE, VICE CHAIR2.00000
PETER WALKLEY 603-524-7493
435 UNION AVENUELACONIANH03246TRUSTEE2.00000
JAMES O ANDERSON 603-524-9495
435 UNION AVENUELACONIANH03246TRUSTEE2.00000
RONALD BAKER III 603-524-9345
435 UNION AVENUELACONIANH03246TRUSTEE2.00000
NANCY CRUTCHER 603-527-8810
435 UNION AVENUELACONIANH03246TRUSTEE2.00000
MARGARET KERNS 603-528-3802
435 UNION AVENUELACONIANH03246TRUSTEE2.00000
CARMEN LORENTZ 518-744-2095
435 UNION AVENUELACONIANH03246TRUSTEE2.00000
JEANNE SAFFAN 603-527-9179
435 UNION AVENUELACONIANH03246TRUSTEE2.00000
MICHAEL TOOMEY 603-528-4129
435 UNION AVENUELACONIANH03246TRUSTEE, ASST. TREASURER2.00000
ELIZABETH POMEROY 603-524-5600
435 UNION AVENUELACONIANH03246VP, HEALTH SERVICES & ORG DEVELOPMENT40.008500089790

Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (5 entries)

NameNameAddress Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAverage Hours Per WeekAverageHoursPerWeekCompensationCompensationEmployee BenefitsEmployeeBenefitsExpense AccountExpenseAccount
DENISE KENNEY435 UNION AVENUELACONIANH03426DIRECTOR OF FINANCE40.00783205380
PAUL CHARTON435 UNION AVENUELACONIANH03426DIRECTOR OF MARKETIN40.0059414177500
TONI MARIE SMITH435 UNION AVENUELACONIANH03426HUMAN RESOURCE GENER40.0050477178850
PAULETTE BEYER435 UNION AVENUELACONIANH03426DIRECTOR OF ASSISTED40.006830230
DIANE POH435 UNION AVENUELACONIANH03426DIRECTOR OF CARE MAN40.0052457114780
FieldValueIRS element (for citing)
Tot Number Of Oth Empl Paid Over50k5TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1OPERATION AND MAINTENANCE OF 250 UNITS OF INDEPENDENT HOUSING AND 82 ASSISTED LIVING/NURSING UNITS TO PROVIDE HEALTH CARE MANAGEMENT AND LONG-TERM HEALTH CARE FOR ELDERLY PERSONS.Description1
Expenses19908338Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities9798740AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances1029132AvgMonthlyCashBalances
FMV All Other Noncharitable Assets516901FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets11344773TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets11344773AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable170172CashDeemedCharitable
Net Noncharitable Assets11174601NetNoncharitableAssets
Minimum Investment Return558730MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgXSect4942j3j5FndtnAndFrgnOrg

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions1166910ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets743089AmountsPaidAcqCharitableAssets
Qualifying Distributions1909999QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions1909999AdjQualifyingDistributions

Private Operating Foundations PrivateOperatingFoundations

FieldValueIRS element (for citing)
Date Of Ruling1985-12-09DateOfRuling
Section4942j3XSection4942j3

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

FieldValueIRS element (for citing)
Current Year0CurrentYear
Year10Year1
Year20Year2
Year3870194Year3
Total870194Total

Percent85 Of Lessor Percent85OfLessor

FieldValueIRS element (for citing)
Current Year0CurrentYear
Year10Year1
Year20Year2
Year3739665Year3
Total739665Total

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Current Year1909999CurrentYear
Year12213193Year1
Year21370631Year2
Year39502439Year3
Total14996262Total

Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly

FieldValueIRS element (for citing)
Current Year0CurrentYear
Year10Year1
Year20Year2
Year30Year3
Total0Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

FieldValueIRS element (for citing)
Current Year1909999CurrentYear
Year12213193Year1
Year21370631Year2
Year39502439Year3
Total14996262Total

Total Assets TotalAssets

FieldValueIRS element (for citing)
Total0Total

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi

FieldValueIRS element (for citing)
Total0Total

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

FieldValueIRS element (for citing)
Current Year372487CurrentYear
Year1452555Year1
Year2497091Year2
Year3580129Year3
Total1902262Total

Total Support TotalSupport

FieldValueIRS element (for citing)
Total0Total

Public Support PublicSupport

FieldValueIRS element (for citing)
Total0Total

Largest Support From EO LargestSupportFromEO

FieldValueIRS element (for citing)
Total0Total

Gross Investment Income GrossInvestmentIncome

FieldValueIRS element (for citing)
Total0Total

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
LRSF SPELLING BEE
POB 7312GILFORDNH03247N/APUBLIC CHARITYSUPPORT OF CHARITABLE ORGANIZATION$150
ST VINCENT DEPAUL
1269 UNION AVELACONIANH03247N/APUBLIC CHARITYSUPPORT OF CHARITABLE ORGANIZATION$123
CATHEDRAL SQUARE CORPORATION
412 FARRELL STSOUTH BURLINGTONVT05403N/APUBLIC CHARITYSUPPORT OF CHARITABLE ORGANIZATION$200
LAKE WINNIPESAUKE WATERSHED ASSOCIATION
POB 1624MEREDITHNH03253N/APUBLIC CHARITYSUPPORT OF CHARITABLE ORGANIZATION$126
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year599TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Program Service Revenue Part VII ProgramServiceRevenuePartVII (2 entries)

DescriptionDescriptionRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
ENTRANCE FEES6918731
PERIODIC RESIDENT INCOME2275684

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$249,897ExclusionAmount

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion Code16ExclusionCode
Exclusion$5,010ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$78,549ExclusionAmount

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionAUXILIARY INCOMEDescription
Exclusion Code03ExclusionCode
Exclusion$240,804ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$417,162ExclusionAmount
Related Or Exempt Function Income9194415RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA9611577TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line Number1A-BLineNumber
Relationship StatementIT 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.RelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (10 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionType
(no name)
1ALMIRA T CAMPBELL8820 WALTHER BLVD APT 1614BALTIMOREMD2123410000X
(no name)
2ESTATE OF ANTHONY E MORSEPO BOX 7606GILFORDNH0324779674X
(no name)
3FRANK B STANLEY TRUST - RECEIVED QTCITIZENS BANKLACONIANH0324612025X
(no name)
4FRANK E BUSIEL TRUST - RECEIVED MONMELLON BANKBOSTONMA0210814293X
(no name)
5H THOMAS VOLPE255 HADLEY ROAD EXTLACONIANH032465000X
LACONIA SAVINGS BANK
662 PLEASANT STLACONIANH032465000X
(no name)
7OSCAR J GEORGE TRUST - RECEIVED MONCITIZENS BANKLACONIANH03246190164X
(no name)
8OSCAR JGEORGE TRUST - RECEIVED QTRLLACONIA SAVINGS BANKLACONIANH0324651220X
(no name)
9ESTATE OF WILLIAM STIMSON62 PLEASANT STLACONIANH0324634823X
(no name)
10ESTATE OF THORNE SPAULDINGPOB 575LACONIANH0324780388X

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (18 entries)

Name Of BondNameOfBondEOY Book ValueEOYBookValueEOYFMVEOYFMV
BARCLAYS BK PLC 5%2564825648
BURLINGTON NORHTERN 4.7%4541245412
CARDINAL HEALTH INC1617216172
GENERAL ELECTRIC CAP CORP VARIABLE3459834598
GOLDMAN SACHS GROUP3524435244
HSBC FINANCIAL CORP2021720217
MORGAN STANLEY3094730947
NATL RURAL UTL1035310353
ROWAN COMPANIES2698326983
EATON CORP 4.9%5223252232
NEW YORK LIFE GBL 5.375%5314453144
TJX COS INC 4.2%109365109365
PNC FUNDING CORP 2.7%104078104078
STRYKER CORP 2.00%102941102941
STATOIL ASA 1.8%102200102200
UNITED TECHNOLOGIES 5.375%119836119836
PUERTO RICCO CMMON WLTH GOV'T3035130351
UNIVERSITY OF OKLAHOMA BAB3381533815

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (68 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
ABBOTT LABS5554455544
ARCELORMITTAL SA1733017330
AUTOMATIC DATA PROCESSING5589855898
BALL CROP6464464644
BLACKROCK INCORPORATED CLASS A4521345213
CISCO SYSTEMS3464634646
CONCOPHILLIPS4455444554
DANAHER CORP5958859588
DOMINION RESOURCES INC2948729487
DU PONT E I DE NEMOURS & CO6468764687
EXELON CORP2114321143
EXXON MOBIL4722847228
FRANKLIN RESCOURCES INC6037060370
ILLINOIS TOOL WORKS INC5347853478
INTERNATIONAL BUSINESS MACHINES CORP5549755497
JOHNSON & JOHNSON4459444594
JOHNSON CONTROLS INC3222632226
MARATHON OIL CORP1731117311
MARATHON PETROLEUM CORPORATION1227512275
MARSH & MCLENNAN COS INC5566155661
MCKESSON CORPORATION5018450184
NIKE INC4452444524
NORFOLK SOUTHERN CORP4638346383
ORACLE CORPORATION5127451274
PEPSICO INC4395643956
SNAP-ON INC4221542215
STAPLES2034320343
SYSCO CORP4173241732
THERMO FISHER SCIENTIFIC4774847748
UNITED TECHNOLOGIES4890248902
WAL-MART STORES INC4936749367
CONOCOPHILLIPS3545735457
DOMINION RESOURCES INC VA1957119571
INTERNATIONAL BUSINESS MACHINES CORP3106231062
JOHNSON & JOHNSON2766827668
NORFOLK SOUTHERN CORP3683036830
ORACLE CORPORATION2469624696
FORD MOTOR CO1945819458
FORTUNE BRANDS INC90969096
GAMESTOP CORP2162221622
MCDONALDS CORP3751837518
TJX CO INC4171041710
ARCHER DANIELS MIDLAND CO2774727747
HEINZ H J CO3198631986
PEPSICO INC3135031350
EXXON MOBIL CORP3453634536
SPECTRA ENERGY CORP3304633046
TRANSOCEAN LTD2015620156
AFLAC INC2252022520
AGILENT TECHNOLOGIES2003620036
APPLE INC2627926279
BANK OF AMERICA CORP1743717437
BEAM INC COM2271222712
HARTFORD FINANCIAL SERVICE GROUP1602916029
WELLS FARGO & CO3675736757
STRYKER CORP3137831378
GENERAL ELEC CO2153821538
TEXTRON INC2131221312
3M CO3351033510
AUTOMATIC DATA PROCESSING INC2502925029
MICROSOFT CORP3201532015
MICROCHIP TECHNOLOGY INC3625436254
DUPONT E I DE NEMOURS & CO3207632076
PRAXAIR INC2487624876
VERIZON COMM3634236342
MDU RES GROUP INC2867528675
GLAXO SMITHLINE3005030050
INGERSOLL RAND PUBLIC LIMITED COMPANY3127731277

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Securities EOY Book Value0USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV0USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val417772StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV417772StateLocalSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (46 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
GOVERNMENT II MONEY MARKET FUND 033FMV1191411914
FEDERATED #853 IFMV67776777
CASHFMV138138
GOVERNMENT II MONEY MARKET FUND 033FMV2021820218
FEDERATED TOTAL RETUN #288FMV406158406158
JOHN HANCOCK GOVT INC FD #56FMV1817718177
BLACKROCK INFL PROTECTED #360 CL IFMV5735857358
VANGUARD GNMA FUND #36FMV2699926999
VANGUARD HIGH-YIELD CORP FUND #529FMV126417126417
VANGUARD HIGH YEILD CORP FUND ADMFMV289551289551
VANGUARD INTER-TERM INVEST-GR ADMFMV662344662344
VANGUARD LONG-TERM BOND INDEXFMV333084333084
VANGUARD SHORT TERM BOND INDEXFMV284672284672
VANGUARD SHORT TERM INVEST-GRFMV377062377062
VANGUARD SHORT-TERM BOND INDEXFMV1212312123
FEDERATED INDEX TR #281FMV408401408401
ISHARES S&P MIDCAP 400 GROWTHFMV105094105094
ISHARES S&P MIDCAP 400 VALUEFMV105292105292
ISHARES S&P SMALL CAPFMV3815038150
ISHARES TR S&P SMALLCAP 600FMV5156051560
ISHARES S&P SMALLCAP 600 GROWTHFMV3824338243
SPDR CONSUMER STAPLES SECTORFMV2197821978
SPDR ENERGY SECTORFMV8335183351
SPDR FINANCIAL SECTORFMV6617966179
SPDR - HEALTHCARE SECTORFMV4336243362
SPDR INDUSTRIAL SECTORFMV1735817358
SPDR MATERIALS SECTORFMV1782217822
SPDR TECHNOLOGY SECTORFMV9948099480
MORGAN GROWTH FUND ADMFMV536537536537
VANGUARD TOTAL STOCK MARKET IDXFMV9295192951
BLACKROCK INTL OPP #334FMV6372963729
ISHARES INC FRANCEFMV3646736467
ISHARES INC AUSTRALIAFMV5337853378
ISHARES TR MSCI EMERGING MKTSFMV2592025920
ISHARES INC MSCI GERMANYFMV5461454614
ISHARES MSCI HONG KONGFMV1872618726
MSCI ITALYFMV63966396
ISHARES MSCI JAPANFMV4910949109
ISHARES MSCI NETHERLANDSFMV76237623
ISHARES MSCI SOUTH AFRICAFMV2016820168
ISHARES MSCI SPAIN'FMV61986198
ISHARES MSCI SWEDENFMV1328713287
ISHARES MSCI SWITZERLANDFMV1432114321
ISHARES MSCI UNITED KINGDOMFMV4794747947
SPDR S&P CHINA EXCHANGE TRADED FUNDFMV1997019970
TOTAL INTL STOCK IX ADMIRALFMV422696422696

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (3 entries)

Category Or ItemCategoryOrItemCost Or Other BasisCostOrOtherBasisAccumulated DepreciationAccumulatedDepreciationBook ValueBookValueEOYFMVEOYFMV
LAND & IMPROVEMENTS431481029100140238094023809
BUILDINGS & IMPROVEMENTS53832119189176213491449834914498
FURNISHINGS & EQUIPMENT5278119322625420518652051865

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (3 entries)

DescriptionDescriptionBOY Book ValueBOYBookValueEOY Book ValueEOYBookValueEOYFMVEOYFMV
LOAN ORIGINATION FEES, LESS ACCUMULATED AMORTIZATION315862302793302793
TRUST FUNDS HELD BY OTHERS702796767603956760395
ASSETS HELD FOR SALE1731827874476874476

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (3 entries)

DescriptionDescriptionAmountAmount
CHANGE IN UNREALIZED APPRECIATION OF INVESTMENTS - BOOK PURPOSES$13,233
DECREASE IN TRUST FUNDS HELD BY OTHERS$267,573
CHANGE IN BOND SWAP FAIR VALUE$894,636

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (11 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
NURSING & ASSISTED LIVING2580756025807560
CARE MANAGEMENT1232504012325040
RESIDENT ACTIVITIES16505901650590
DIETARY1044228010442280
BEAUTY SHOP520980520980
HOUSEKEEPING29177802917780
MAINTENANCE12512140642079609135
GROUNDS57030305703030
ADMINISTRATION1109659011096590
MUNICIPAL PAYMENTS42801100428011
NURSING FACILITY QUALITY ASSESSMENT12916500129165

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAdjusted Net IncomeAdjustedNetIncome
ENTRANCE FEES69187316918731
PERIODIC RESIDENT INCOME22756842275684
AUXILIARY INCOME240804240804

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionLEGAL SETTLEMENTDescription
Amount$177,076Amount

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescriptionBOY Book ValueBOYBookValueEOY Book ValueEOYBookValue
DEPOSITS ON ENTRANCE FEES124045250872
ANNUITIES PAYABLE246416220893
INTEREST RATE SWAP CONTRACT16278792522515
NURSING FACILITY QUALITY ASSESSMENT PAYABLE474459394269
LINE OF CREDIT340000140536

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryREAL ESTATE TAXESCategory
Amount$1,563Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income1563AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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