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 Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
The Elwyn Foundation
 
Employer identification number

20-1915642
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)Elwyn of Pennsylvania and Delaware
111 Elwyn Rd

Elwyn,PA19063
23-1352117
Human svcs PA 501(c)(3) 3 Elwyn Fdn
 
Yes
 
(2)Elwyn New Jersey
228 W Landis Ave

Vineland,NJ08360
22-1801227
Human Svcs NJ 501(c)(3) 10 Elwyn Fdn
 
Yes
 
(3)Provider Enhanced Management Services
111 Elwyn Rd

Elwyn,PA19063
23-2600304
Inactive PA 501(c)(3) 10 Elwyn PA DE
 
Yes
 
(4)Sleighton School
111 Elwyn Rd

Elwyn,PA19063
23-1352527
Inactive PA 501(c)(3) 12A, Type I Elwyn PA DE
 
Yes
 
(5)Elwyn California
3190 S Bascom Ave

San Jose,CA95124
26-1855027
Human Svcs CA 501(c)(3) 7 Elwyn Fdn
 
Yes
 
(6)Family Support Services
7200 Chestnut St 103

Upper Darby,PA19082
23-1994645
Human Svcs PA 501(c)(3) 7 Elwyn PA DE
 
Yes
 
(7)Elwyn Insitutes Workers Comp Trust
111 Elwyn Rd

Elwyn,PA19063
23-2427093
Workers Comp PA 501(c)(3) 12A, Type I Elwyn PA DE
 
Yes
 
(8)Elwyn Virginia
111 Elwyn Rd

Elwyn,PA19063
47-4385994
Inactive VA 501(c)(3) 7 Elwyn PA DE
 
Yes
 
(9)Fellowship Health Resources Inc
24 Albion Road

Lincoln,RI02865
05-0373414
Human Svcs RI 501(c)(3) 7 Elwyn PA DE
 
Yes
 
(10)Fellowship Realty Corp Inc
24 Albion Road

Lincoln,RI02865
05-0158796
Prop Rental RI 501(c)(2) N/A FHR Inc
 
Yes
 
(11)Fellowship Realty Corp of MA Inc
24 Albion Road

Lincoln,RI02865
20-4650367
Prop Rental RI 501(c)(3) 10 FHR Inc
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Page 2
Schedule R (Form 990) 2019
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












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) Grace Pharmacy

111 Elwyn Rd
Elwyn,PA19063
20-1744870
Inactive PA Elwyn PA DE
 
C Corp 0 0   Yes  
(2) EIB Inc

111 Elwyn Road
Elwyn,PA19063
23-2511810
Inactive PA Elwyn PA DE
 
C Corp 0 0   Yes  
(3) BIE Industries

111 Elwyn Road
Elwyn,PA19063
23-2361332
Inactive PA Elwyn PA DE
 
C Corp 0 0   Yes  
(4) Habilitation Facilities

111 Elwyn Road
Elwyn,PA19063
23-2426839
Inactive PA Elwyn PA DE
 
C Corp 0 0   Yes  
(5) Elwyn Health Services of Pennsylvania PC

111 Elwyn Road
Elwyn,PA19063
81-4397361
Inactive PA Elwyn PA DE
 
C Corp 0 0   Yes  




Schedule R (Form 990) 2019
Page 3
Schedule R (Form 990) 2019
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
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
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
Yes
 
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
Yes
 
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
Yes
 
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
(1) Elwyn of Pennsylvania and Delaware

b 1,145,916 FMV
(2) Elwyn of Pennsylvania and Delaware

e 401,384 FMV
(3) Elwyn California

e 267,248 FMV
(4) Elwyn of Pennsylvania and Delaware

o 1,017,842 FMV


Schedule R (Form 990) 2019
Page 4
Schedule R (Form 990) 2019
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) 2019
Page 5
Schedule R (Form 990) 2019
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) 2019

Additional Data


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