2025-08-14T13:16:23-05:00 2024-09-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2023-10-01 060606530 WESLEYAN FOUNDATION FOR HEALTH AND AGING INC WESL 2039448285 580 LONG HILL AVENUE SHELTON CT 06484 DAVID M LAWLOR PRESIDENT/TREASURER 2039448285 2025-08-14 1 1 GARRETT M HIGGINS P00543209 9143818900 2025-08-13 2023 2025-03-06 01:10:19Z THE UNITED METHODIST HOMES FOUNDATION DAVID M LAWLOR 580 LONG HILL AVENUE SHELTON CT 06484 5168168 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 16 0 0 2074232 1153592 0 0 1261342 560607 0 0 3335574 1714199 0 0 0 0 0 0 0 0 14693 39085 54378 39085 54378 3296489 1659821 31573028 38676555 7635875 6968925 23937153 31707630 TO RAISE FUND, HOLD INVESTMENT ASSETS, AND DISTRIBUTE FUNDS TO AFFILIATES TO SUPPORT THE GENERAL OPERATION OF "UMH AND ITS AFFLIATES. 0 0 1645 0 0 TO RAISE AND DISTRIBUTE FUNDS TO AFFILIATES THAT CARE FOR SENIORS. 1645 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 3 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 1 1 1 1 1 0 0 0 X ZVONIMIR JUKIC VICE PRESIDENT OF FINANCE 2039448276 580 LONG HILL AVENUE SHELTON CT 06484 DAVID M LAWLOR PRESIDENT/TREASURER 1.00 46.00 X X 0 541566 32280 MARTIN SCHWAGER DIRECTOR/CHAIRMAN 2.00 2.00 X 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 TIM HARE DIRECTOR 2.00 0.00 X 0 0 0 NANCY JOHMANN DIRECTOR 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 JASON PERILLO DIRECTOR 2.00 0.00 X 0 0 0 WILLIAM PURCELL DIRECTOR 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 205207 13206 VICTORIA DOMPIERRE SECRETARY 0.50 39.50 X 0 65609 3167 0 812382 48653 0 0 1 0 0 1000000 153592 1153592 791534 791534 3223042 3453969 -230927 -230927 -230927 1714199 0 0 560607 15550 15550 20189 20189 656 656 14693 14693 3290 1645 1645 54378 1645 38040 14693 82989 512336 77508 2486 2412 22023728 26304528 8633886 10798209 829939 981562 31573028 38676555 4680 7631195 6968925 7635875 6968925 X 21197280 28816134 2739873 2891496 23937153 31707630 31573028 38676555 X 1659821 5982213 128443 X X 0 1 X 1 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 30657614 111374 6522631 111374 37180245 20166694 8102005 2388914 30657613 23854065 500000 -4187371 20166694 18738338 1456716 3885715 226704 23854065 15529864 1813394 1524701 129621 18738338 0.94863 0.05137 0.00000 0 0 0 MULTI-ASSET FUND 9531342 F LIMITED PARTNERSHIP INVESTMENT 1266867 F 10798209 DUE TO AFFILIATES 6744935 ANNUITY OBLIGATION 223990 6968925 X 7804666 5982213 151623 6133836 1670830 20189 23180 43369 1714199 34189 0 34189 20189 20189 54378 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, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 151,623. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CHARITABLE GIFT ANNUITY OBLIGATION 23,180. 0 0 0 0 0 0 0 0 0 DAVID M LAWLOR PRESIDENT/TREASURER 0 541566 0 0 0 0 0 31200 0 1080 0 573846 0 0 ZVONIMIR JUKIC VICE PRESIDENT OF FINANCE 0 205207 0 0 0 0 0 6005 0 7201 0 218413 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 B, LINE 12C THE UNITED METHODIST HOMES INC. HAS A CONFLICT OF INTEREST POLICY WHICH COVERS ALL CONTROLLED ORGANIZATIONS, INCLUDING THIS ORGANIZATION. OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTERESTS IN CONNECTION TO AN OWNERSHIP, INVESTMENT OR COMPENSATION ARRANGEMENT WITH ANY INDIVIDUAL OR ORGANIZATION WITH WHICH UNITED METHODIST HOMES AND AFFILIATES HAS OR IS CONTEMPLATING A TRANSACTION WITH. POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY A COMMITTEE LED BY THE CORPORATE COMPLIANCE OFFICER. THE COMMITTEE EVALUATES THE APPROPRIATE HANDLING OF EACH CONFLICT AND REPORTS TO THE FULL BOARD ON AN ANNUAL BASIS. A CONFLICTED PERSON MAY NOT VOTE ON OR ENTER INTO ANY TRANSACTION WITH WHICH HE HAS A CONFLICT OF INTEREST. THE BOARD MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO ANY PROPOSED CONFLICTED TRANSACTION. RECORDS AND REVIEWS OF ALL IDENTITY OF INTERESTS AND DETERMINATIONS OF POSSIBLE CONFLICTS OF INTEREST ARE RECORDED IN THE MINUTES OF ANY BOARD MEETING IN WHICH THEY ARE DISCUSSED. 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 151,623. CHANGE IN CHARITABLE GIFT ANNUITY OBLIGATION -23,180. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. BISHOP WICKE HEALTH AND REHABILITATION CENTER INC 580 LONG HILL AVENUE SHELTON CT 06484 066077232 SKILLED NURSING FACILITY CT 501(C)(3) LINE 10 UNITED METHODIST HOMES INC 0 CARELINK CORPORATION 580 LONG HILL AVENUE SHELTON CT 06484 061501849 ASSISTED LIVING SERVICES CT 501(C)(3) LINE 10 UNITED METHODIST HOMES INC 0 CROSBY COMMONS INC 580 LONG HILL AVENUE SHELTON CT 06484 061505334 ASSISTED LIVING SERVICES CT 501(C)(3) LINE 10 UNITED METHODIST HOMES INC 0 MIDDLEWOODS OF NEWINGTON INC 580 LONG HILL AVENUE SHELTON CT 06484 743080603 ASSISTED LIVING SERVICES CT 501(C)(3) LINE 10 UNITED METHODIST HOMES INC 0 WESLEY HEIGHTS INC 580 LONG HILL AVENUE SHELTON CT 06484 066077231 SENIOR RETIREMENT HOUSING CT 501(C)(3) LINE 10 UNITED METHODIST HOMES INC 0 UNITED METHODIST HOMES INC 580 LONG HILL AVENUE SHELTON CT 06484 060987394 HEALTH CARE SERVICES CT 501(C)(3) LINE 10 N/A 0 THE LONG HILL COMPANY 580 LONG HILL AVENUE SHELTON CT 06484 061534724 SERVICE MANAGEMENT CT UNITED METHODIST HOMES INC C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0