2024-08-15T16:44:48-05:00 2023-09-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2022-10-01 060606530 WESLEYAN FOUNDATION FOR HEALTH AND AGING INC WESL 2039448285 580 LONG HILL AVENUE SHELTON CT 06484 ZVONIMIR JUKIC VICE PRESIDENT OF FINANCE 2039448285 2024-08-15 1 1 GARRETT M HIGGINS P00543209 9143818900 2024-08-15 2022 2024-08-08 14:25:15Z THE UNITED METHODIST HOMES FOUNDATION DAVID M LAWLOR 580 LONG HILL AVENUE SHELTON CT 06484 4321750 0 X N/A X 1999 CT TO RAISE, HOLD, AND INVEST ASSETS OF THE UNITED METHODIST HOMES, INC. ("UMH") AND ITS AFFLIATES TO FUND FOR AND CARE FOR THE RESIDENTS OF UMH. 17 16 0 2 0 0 567377 2074232 0 0 2072265 1261342 0 0 2639642 3335574 0 0 0 0 0 0 0 0 0 41095 39085 41095 39085 2598547 3296489 21078771 31573028 1618515 7635875 19460256 23937153 TO RAISE FUND, HOLD INVESTMENT ASSETS, AND DISTRIBUTE FUNDS TO AFFILIATES TO SUPPORT THE GENERAL OPERATION OF "UMH AND ITS AFFLIATES. 0 0 4152 0 0 TO RAISE AND DISTRIBUTE FUNDS TO AFFILIATES THAT CARE FOR SENIORS. 4152 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 1 1 1 1 0 0 0 1 0 1 1 0 0 0 X ZVONIMIR JUKIC 2039448276 580 LONG HILL AVENUE SHELTON CT 06484 DAVID M LAWLOR PRESIDENT/TREASURER 1.00 46.00 X X 0 550483 29546 MARTIN SCHWAGER DIRECTOR / CHAIRMAN 2.00 2.00 X 0 0 0 JOHN D AMBLER DIRECTOR 2.00 0.00 X 0 0 0 CHAD CARTIER DIRECTOR 2.00 0.00 X 0 0 0 JOHN O'DONNELL DIRECTOR 2.00 0.00 X 0 0 0 ANTHONY D'SOUZA DIRECTOR 2.00 0.00 X 0 0 0 MAUREEN GORMAN DIRECTOR 2.00 2.00 X 0 0 0 NANCY JOHMANN DIRECTOR 2.00 2.00 X 0 0 0 ROB LESKO DIRECTOR THRU 2.00 2.00 X 0 0 0 ROBERT MILLER DIRECTOR 2.00 0.00 X 0 0 0 DENISE MORTATI DIRECTOR 2.00 0.00 X 0 0 0 JAY S NICKSE DIRECTOR 2.00 2.00 X 0 0 0 FRED ORTOLI DIRECTOR 2.00 0.00 X 0 0 0 DONNA A PARISI DIRECTOR 2.00 0.00 X 0 0 0 JASON PERILLO DIRECTOR 2.00 0.00 X 0 0 0 WILLIAM PURCELL DIRECTOR 2.00 0.00 X 0 0 0 JAMES RYAN DIRECTOR THRU 2.00 0.00 X 0 0 0 DANIELLE SWIFT DIRECTOR 2.00 0.00 X 0 0 0 JAMES F TOMCHIK DIRECTOR 2.00 0.00 X 0 0 0 ZVONIMIR JUKIC VICE PRESIDENT OF FINANCE 1.00 46.00 X 0 197758 12749 VICTORIA DOMPIERRE SECRETARY 0.50 39.50 X 0 73936 3440 0 822177 45735 0 0 1 0 0 1800000 274232 2074232 488369 488369 1759149 986176 772973 772973 772973 3335574 0 0 1261342 13200 13200 20176 20176 2595 2595 3114 1557 1557 39085 4152 34933 0 224656 82989 1024 2486 14156968 22023728 6009726 8633886 686397 829939 21078771 31573028 3700 4680 1614815 7631195 1618515 7635875 X 16863925 21197280 2596331 2739873 19460256 23937153 21078771 31573028 X 3296489 1147748 32660 X 0 1 X 0 0 X X 5 WESLEY HEIGHTS INC 066077231 10 1 0 0 BISHOP WICKE HEALTH AND REHABILITATION CENTER INC 066077232 10 1 0 0 CROSBY COMMONS INC 061505334 10 1 0 0 UNITED METHODIST HOMES INC 060987394 10 1 0 0 CARELINK CORPORATION 061501849 10 1 0 0 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE A, PART I, LINE 12G, COL.(VI): THE FOUNDATION WAS FORMED TO RAISE, HOLD AND INVEST ASSETS OF UNITED METHODIST HOMES, INC. AND ITS AFFILIATED ENTITIES. IT MAINTAINS DONOR RESTRICTED CONTRIBUTIONS AND ACCUMULATED EARNING EARMARKED TO SUPPORT THE GENERAL OPERATIONS OF UNITED METHODIST HOMES AND ITS AFFILIATES. SCHEDULE A, PART IV, SECTION A, LINE 1: SUPPORTED ORGANIZATIONS ARE DESIGNATED BY CLASS AND NAME IN THE ARTICLES OF INCORPORATION OF WESLEYAN FOUNDATION FOR HEALTH AND AGING: ORGANIZATIONS DETERMINED BY THE BOARD TO BE AFFILIATED WITH UNITED METHODIST HOMES ARE COLLECTIVELY REFERRED TO AS "SUPPORTED ORGANIZATIONS". SCHEDULE A, PART IV, SECTION C. LINE 1 THE ORGANIZATION AND ITS SUPPORTED ORGANIZATIONS ARE BOTH CONTROLLED BY ITS SOLE MEMBER - UNITED METHODIST HOMES INC. ("UMH") RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20166694 8102005 2388914 30657613 23854065 500000 -4187371 20166694 18738338 1456716 3885715 226704 23854065 15529864 1813394 1524701 129621 18738338 14522277 1237006 392574 621993 15529864 0.93770 0.06230 0.00000 0 0 0 MULTI-ASSET FUND 7740929 F LIMITED PARTNERSHIP INVESTMENT 892957 F 8633886 DUE TO AFFILIATES 7394935 ANNUITY OBLIGATION 236260 7631195 X 4495806 1147748 32660 1180408 3315398 20176 20176 3335574 18909 0 18909 20176 20176 39085 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF VARIOUS INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. INCOME FROM THE ENDOWMENT FUNDS ARE TO SUPPORT GENERAL OPERATIONS IN ACCORDANCE WITH DONOR STIPULATIONS AND ARE BOARD DESIGNATED TO SUPPORT UNITED METHODIST HOMES, INC.'S GENERAL OPERATIONS. PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO SEPTEMBER 30, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 59,128. CHANGE IN CHARITABLE GIFT ANNUITY OBLIGATION -26,468. 0 0 0 0 0 0 0 0 0 DAVID M LAWLOR PRESIDENT/TREASURER 0 550483 0 0 0 0 0 28520 0 1026 0 580029 0 0 ZVONIMIR JUKIC VICE PRESIDENT OF FINANCE 0 197758 0 0 0 0 0 5490 0 7259 0 210507 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S SOLE MEMBER IS UNITED METHODIST HOMES, INC. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF THE ORGANIZATION HAS THE AUTHORITY TO ELECT THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE DECISION TO AMEND THE ORGANIZATION'S BYLAWS IS RESERVED TO THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 8B THE MEETINGS ARE HELD BY THE FULL BOARD OF THE ORGANIZATION. THE ORGANIZATION DOES NOT HAVE A COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY OUR INDEPENDENT ACCOUNTANTS IN COORDINATION WITH THE ANNUAL AUDIT. THE FULL BOARD REVIEWS THE FORM 990 AND PROVIDES COMMENT PRIOR TO ELECTRONIC FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 59,128. CHANGE IN CHARITABLE GIFT ANNUITY OBLIGATION -26,468. 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