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ObjectId: 201803189349302760 - Submission: 2018-11-14
TIN: 23-1352227
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to
www.irs.gov/Form990
for the latest information.
OMB No. 1545-0047
20
17
Open to Public Inspection
Name of the organization
SIMPSON HOUSE INC
Employer identification number
23-1352227
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
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)
SIMPSON SENIOR SERVICES
150 MONUMENT ROAD SUITE 105
BALA CYNWYD
,
PA
19004
23-2948991
MANAGES AFFILIATES THAT PROVIDE RESIDENCE AND HEALTHCARE TO THE ELDERLY
PA
501(C)(3)
LINE 12C, III-FI
N/A
No
(2)
SIMPSON MEADOWS
150 MONUMENT ROAD SUITE 105
BALA CYNWYD
,
PA
19004
23-2948992
CONTINUING CARE RETIREMENT COMMUNITY
PA
501(C)(3)
LINE 10
SIMPSON SENIOR SERVICES
No
(3)
JENNER'S POND INC
2000 GREENBRIAR LANE
WEST GROVE
,
PA
19390
23-1548106
CONTINUING CARE RETIREMENT COMMUNITY
PA
501(C)(3)
LINE 10
SIMPSON SENIOR SERVICES
No
(4)
THIRD CENTURY SERVICES
150 MONUMENT ROAD SUITE 105
BALA CYNWYD
,
PA
19004
23-2948457
PROVIDE MAINTENANCE & OPERATIONAL SUPPORT TO CCRC AFFILIATES
PA
501(C)(3)
LINE 12B, II
SIMPSON SENIOR SERVICES
No
(5)
SIMPSON GLEN
150 MONUMENT ROAD SUITE 105
BALA CYNWYD
,
PA
19004
23-2960640
CONTINUING CARE RETIREMENT COMMUNITY
PA
501(C)(3)
LINE 10
SIMPSON SENIOR SERVICES
No
(6)
SIMPSON MID-TOWN
150 MONUMENT ROAD SUITE 105
BALA CYNWYD
,
PA
19004
23-3089337
PROVIDES HOUSING FOR ELDERLY AND LOW INCOME RESIDENTS
PA
501(C)(3)
LINE 10
SIMPSON SENIOR SERVICES
No
(7)
SIMPSON HOUSE FOUNDATION
150 MONUMENT ROAD SUITE 105
BALA CYNWYD
,
PA
19004
23-2320545
RECEIVE AND ADMINISTER FUNDS FOR THE CHARITABLE WORKS OF AFFILIATES
PA
501(C)(3)
LINE 12B, II
SIMPSON SENIOR SERVICES
No
(8)
NARBERTH ADULT CARE SERVICES
150 MONUMENT ROAD SUITE 105
BALA CYNWYD
,
PA
19004
23-2948458
PROVIDE ADULT DAY CARE AND HEALTHCARE TO THE ELDERLY
PA
501(C)(3)
PF
SIMPSON SENIOR SERVICES
No
(9)
SIMPSON FOUNDATION
150 MONUMENT ROAD SUITE 105
BALA CYNWYD
,
PA
19004
45-4731794
CHARITABLE, LITERARY, SCIENTIFIC, RELIGIOUS & EDUCATION FOR ELDERLY
PA
501(C)(3)
LINE 10
SIMPSON SENIOR SERVICES
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2017
Page 2
Schedule R (Form 990) 2017
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)
SIMPSON GARDENS LP
150 MONUMENT ROAD SUITE 105
BALA CYNWYD
,
PA
19004
41-2069202
ECONOMIC DEVELOPMENT FOR LOW INCOME HOUSING
PA
N/A
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)
SIMPSON GARDENS HOUSING CORP
150 MONUMENT ROAD SUITE 105
BALA CYNWYD
,
PA
19004
41-2069201
ECONOMIC DEVELOPMENT OF LOW INCOME HOUSING
PA
N/A
C
No
Schedule R (Form 990) 2017
Page 3
Schedule R (Form 990) 2017
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
Yes
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
Yes
p
Reimbursement paid to related organization(s) for expenses
............................
1p
Yes
q
Reimbursement paid by related organization(s) for expenses
............................
1q
No
r
Other transfer of cash or property to related organization(s)
............................
1r
Yes
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) 2017
Page 4
Schedule R (Form 990) 2017
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) 2017
Page 5
Schedule R (Form 990) 2017
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) 2017
Additional Data
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