SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBulletInformation about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
Episcopal Retirement Homes Inc
 
Employer identification number

31-0554071
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity







(1) ERH Development LLC
3870 Virginia Ave
Cincinnati,OH45227
27-5489338 		Invest in, own and operate services/housing for elders. OH 708,174 3,627,901 Episcopal Retirement Homes Inc
 
(2) ERH Affordable Living LLC
3870 Virginia Ave
Cincinnati,OH45227
45-5531364 		Affordable Housing Manager, Developer and Owner OH 6,209,285 57,152,656 Episcopal Retirement Homes Inc
 








Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)Canterbury Court Inc

3870 Virginia Ave

Cincinnati,OH45227
20-1750198 		General Partner of Limited Partnership OH 501c3 9 N/A
 
No
(2)Cambridge Heights Inc

3870 Virginia Avenue

Cincinnati,OH45227
20-8007307 		General Partner of Limited Partnership OH 501c3 9 N/A
 
No
(3)St Paul Village 1 Inc

3870 Virginia Avenue

Cincinnati,OH45227
11-3763686 		General Partner of Limited Partnership OH 501c3 9 N/A
 
No
(4)Episcopal Retirement Homes Foundation

3870 Virginia Avenue

Cincinnati,OH45227
31-1570272 		Receipt of charitable gifts, their investment & distribution OH 501c3 9 N/A
 
No






For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Page 2
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) Canterbury Court Limited Partnership

450 N Elm St
West Carrollton,OH45449
33-1166690 		Own housing OH CCT Inc
  		        No   Yes   0.100 %
(2) Cambridge Heights Apartments LP

1525 Elm St
Cambridge,OH43725
26-2481170 		Own housing OH CHA Inc
  		        No   Yes   0.100 %
(3) St Paul Village I LP

5515 Madison Road
Cincinnati,OH45227
27-1225466 		Own housing OH SPV1 Inc
  		        No   Yes   0.100 %
(4) Black Stone of Central Ohio LLC

3055 Kettering Blvd Ste 111
Dayton,OH454391949
27-1746397 		Home Care Health Services OH N/A
         No     No 4.000 %
(5) Black Stone of Cincinnati LLC

3055 Kettering Blvd Ste 111
Dayton,OH45439
27-4109221 		Home Care Health Services OH N/A
         No     No 6.000 %
(6) Black Stone of Dayton LLC

3055 Kettering Blvd Ste 111
Dayton,OH454391949
27-4109305 		Home Care Health Services OH N/A
         No     No 4.000 %
(7) Black Stone of Cincinnati LLC

3055 Kettering Blvd Ste 111
Dayton,OH45439
27-5489338 		Home Care Health Services OH N/A
         No     No 6.000 %
(8) St Paul Village II LP

5515 Madison Road
Cincinnati,OH45227
45-2049065 		Own Housing OH SPV I Inc
  		        No   Yes   0.100 %
(9) Shawnee Place Limited Partnership

102 E Main St
Springfield,OH45502
20-8401695 		Own Housing OH Shawnee Revitalizati
  		        No   Yes   0.100 %
(10) Forest Square Apartments Limited Partner

3511 Harvey
Cincinnati,OH45229
26-3011655 		Own Housing OH Forest Square Associ
  		        No   Yes   0.100 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) Woodburn Pointe LLC

3870 Virginia Ave
Cincinnati,OH45227
27-3022404 		General Partner of LP OH Woodburn Pointe Asso
  		C -1,825   0.100 %   No
(2) Elberon Senior Apartments LLC

3870 Virginia Ave
Cincinnati,OH45227
27-2873041 		Own Housing OH Elberon Associates
  		C -4,250   0.100 %   No
(3) Forest Square Associates LLC

3870 Virginia Ave
Cincinnati,OH45227
26-3011613 		General Partner of LP OH ERH AL Inc
  		C -154   0.100 %   No
(4) Shawnee Revitalization Association LLC

102 E Main St
Springfield,OH45502
20-8401234 		General Partner of LP OH ERH AL Inc
  		C -429   0.100 %   No
(5) Woodburn Pointe Associates LLC

3870 Virginia Ave
Cincinnati,OH45227
27-4255752 		General Partner of LP OH ERH AL Inc
  		C         No
(6) Elberon Associates LLC

3870 Virginia Ave
Cincinnati,OH45227
27-2872934 		General Partner of LP OH ERH AL Inc
  		C         No
(7) ERH AL Inc

3870 Virginia Ave
Cincinnati,OH45227
80-0872042 		Member of GP OH N/A
 C         No
Schedule R (Form 990) 2013
Page 3
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2013
Page 4
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Page 5
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013

Additional Data


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Software Version: 2013v3.1