2026-08-17T14:05:59-05:00 2025-09-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2024-10-01 060606530 WESLEYAN FOUNDATION FOR HEALTH AND AGING INC WESL 2039448285 580 LONG HILL AVENUE SHELTON CT 06484 DAVID M LAWLOR CHIEF FINANCIAL OFFICER 2039448285 2026-08-12 1 1 GARRETT M HIGGINS P00543209 9143818900 2026-08-11 2024 2025-03-06 01:10:19Z THE UNITED METHODIST HOMES FOUNDATION JON-PAUL VENOIT 580 LONG HILL AVENUE SHELTON CT 06484 3869553 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. 16 16 0 16 0 0 1153592 47815 0 0 560607 2373582 0 0 1714199 2421397 0 750000 0 0 0 0 0 0 0 54378 40378 54378 790378 1659821 1631019 38676555 42685139 6968925 6960495 31707630 35724644 TO RAISE FUND, HOLD INVESTMENT ASSETS, AND DISTRIBUTE FUNDS TO AFFILIATES TO SUPPORT THE GENERAL OPERATION OF "UMH AND ITS AFFLIATES. 0 0 751206 750000 0 TO RAISE AND DISTRIBUTE FUNDS TO AFFILIATES THAT CARE FOR SENIORS. 751206 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 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 16 16 0 0 1 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 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 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 JOHN O'DONNELL DIRECTOR 2.00 0.00 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 DAVID M LAWLOR CFO ASSISTANT TREASURER (EFFECTIVE 01/01/25) 1.00 49.00 X 0 796666 32904 ZVONIMIR JUKIC VICE PRESIDENT OF FINANCE 1.00 46.00 X 0 181733 13508 JON-PAUL VENOIT PRESIDENT & CEO, ASSISTANT SECRETARY 1.00 49.00 X 0 769803 86091 VICTORIA DOMPIERRE SECRETARY 0.50 39.50 X 0 60534 2993 0 1808736 135496 0 0 1 0 0 47815 47815 1234447 1234447 2587291 1448156 1139135 1139135 1139135 2421397 0 0 2373582 750000 750000 17900 17900 19986 19986 80 80 2412 1206 1206 790378 751206 39172 0 512336 510859 77508 68824 2412 0 26304528 28403752 10798209 12697123 981562 1004581 38676555 42685139 0 4100 6968925 6956395 6968925 6960495 X 28816134 32833148 2891496 2891496 31707630 35724644 38676555 42685139 X 1631019 2385896 99 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 MASONICARE CORPORATION AND ITS AFFILIATED ENTITIES. IT MAINTAINS DONOR RESTRICTED CONTRIBUTIONS AND ACCUMULATED EARNING EARMARKED TO SUPPORT THE GENERAL OPERATIONS OF MASONICARE 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 MASONICARE 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 - MASONICARE CORPORATION ("MC"). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37180245 3989454 41169699 30657614 111374 6522631 111374 37180245 20166694 8102005 2388914 30657613 23854065 500000 -4187371 20166694 18738338 1456716 3885715 226704 23854065 0.95360 0.04640 0.00000 0 0 0 MULTI-ASSET FUND 11312935 F LIMITED PARTNERSHIP INVESTMENT 1384188 F 12697123 DUE TO AFFILIATES 6744935 ANNUITY OBLIGATION 211460 6956395 X 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 ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH CERTAIN PROVISIONS OF FASB ASC 740, WHICH PROVIDES A FRAMEWORK FOR HOW COMPANIES SHOULD RECOGNIZE, MEASURE, PRESENT AND DISCLOSE UNCERTAIN TAX POSITIONS IN THEIR CONSOLIDATED FINANCIAL STATEMENTS. UNDER FASB ASC 740, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION DID NOT RECORD ANY UNRECOGNIZED TAX BENEFITS FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024. THE ORGANIZATION ANTICIPATES THAT IT WILL NOT HAVE A CHANGE IN UNRECOGNIZED TAX BENEFITS DURING THE NEXT TWELVE MONTHS THAT WOULD HAVE A MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. ALL U.S. FEDERAL TAX YEARS FROM FISCAL 2022 ONWARDS ARE ELIGIBLE FOR EXAMINATION BY THE IRS. 1 UNITED METHODIST HOMES INC 580 LONG HILL AVENUE SHELTON CT 06484 060987394 501(C)(3) 750000 0 GENERAL SUPPORT 1 0 PART I, LINE 2: WESLEYAN FOUNDATION FOR HEALTH AND AGING, INC. IS AFFILIATED WITH UNITED METHODIST HOMES, INC. AS SUCH, ALL INTERCOMPANY TRANSACTIONS ARE CLOSELY MONITORED. 0 0 0 0 0 0 0 0 0 JON-PAUL VENOIT PRESIDENT & CEO, ASSISTANT SECRETARY 0 682194 0 40000 0 47609 0 43404 0 42687 0 855894 0 0 DAVID M LAWLOR CFO ASSISTANT TREASURER (EFFECTIVE 01/01/25) 0 796666 0 0 0 0 0 31800 0 1104 0 829570 0 0 ZVONIMIR JUKIC VICE PRESIDENT OF FINANCE 0 181733 0 0 0 0 0 6224 0 7284 0 195241 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE BOARD OF DIRECTORS AMENDED THE BY-LAWS IN DECEMBER 2024. THE CHANGES TO THE BY-LAWS INCLUDE AN UPDATE TO THE MINIMUM AND MAXIMUM NUMBER OF TRUSTEES THAT SERVE ON THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S SOLE MEMBER IS MASONICARE CORPORATION. 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 MASONICARE CORPORATION 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 MASONICARE 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 23,019. CHANGE IN CHARITABLE GIFT ANNUITY OBLIGATION -22,920. MASONICARE CORPORATION PO BOX 70 WALLINGFORD CO 06492 061435919 PARENT HOLDING AND SUPPORT ORGANIZATION CT 501(C)(3) LINE 12C, III-FI N/A 0 MASONIC CHARITY FOUNDATION OF CT PO BOX 70 WALLINGFORD CT 06492 061435920 PROVIDE PLANNED GIVING AND DEVELOPMENT CT 501(C)(3) LINE 7 MASONICARE CORPORATION 1 MASONICARE HEALTH CENTER INC PO BOX 70 WALLINGFORD CT 06492 060655131 PROVIDE MEDICAL SERVICES TO ELDERLY CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 MASONICARE AT ASHLAR VILLAGE INC PO BOX 70 WALLINGFORD CT 06492 061050830 CCRC AND ASSISTED LIVING COMMUNITY CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 MASONICARE AT CHESTER VILLAGE INC PO BOX 70 WALLINGFORD CT 06492 822936624 CONTINUING CARE RETIREMENT COMMUNITY CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 MASONICARE HOME HEALTH AND HOSPICE INC PO BOX 70 WALLINGFORD CT 06492 061101924 PROVIDE HOME HEALTH/HOSPICE SERVICES CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 MASONICARE AT HOME INC PO BOX 70 WALLINGFORD CT 06492 202377783 PROVIDE HOME SERVICES TO THE ELDERLY CT 501(C)(8) & (C)(10) LINE 10 MASONICARE CORPORATION 1 KEYSTONE INDEMNITY COMPANY LTD 126 COLLEGE STREET SUITE 400 BURLINGTON VT 05401 030371612 PROVIDE INSURANCE SERVICES TO MASONICARE CT 501(C)(3) LINE 12C, III-FI MASONICARE CORPORATION 1 MASONICARE AT ROCKY HILL INC PO BOX 70 WALLINGFORD CT 06492 331887016 ASSISTED LIVING COMMUNITY CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 UNITED METHODIST HOMES INC PO BOX 70 WALLINGFORD CT 06492 060987394 HEALTH CARE SERVICES CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 MASONICARE AT MYSTIC INC PO BOX 70 WALLINGFORD CT 06492 464656008 MANAGE SENIOR LIVING FACILITY CT 501(C)(3) LINE 12A, I MASONICARE AT ASHLAR VILLAGE 1 BISHOP WICKE HEALTH AND REHABILITATION INC PO BOX 70 WALLINGFORD CT 06492 066077232 SKILLED NURSING FACILITY CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 WESLEY HEIGHTS INC PO BOX 70 WALLINGFORD CT 06492 060606530 SENIOR RETIREMENT HOUSING CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 CROSBY COMMONS INC PO BOX 70 WALLINGFORD CT 06492 061505334 ASSISTED LIVING SERVICES CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 MIDDLEWOODS OF NEWINGTON INC PO BOX 70 WALLINGFORD CT 06492 743080603 ASSISTED LIVING SERVICES CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 CARELINK CORPORATION PO BOX 70 WALLINGFORD CT 06492 061501849 ASSISTED LIVING SERVICES CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 AF & AM OF CT GRAND LODGE 69 MASONIC AVENUE WALLINGFORD CT 06492 060243277 MASONIC FRATERNAL ORGANIZATION CT 501(C)(10) N/A 0 SENIOR LIVING BY MASONICARE LLC PO BOX 70 WALLINGFORD CT 06492 364784728 PROVIDE SERVICES TO THE ELDERLY CT MASONICARE AT MYSTIC RELATED 0 0 THE LONG HILL COMPANY 22 MASONIC AVENUE WALLINGFORD CT 06492 061534724 SERVICE MANAGEMENT CT UNITED METHODIST HOMES INC S 7874835 9936208 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0