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ObjectId: 202111479349300321 - Submission: 2021-05-27
TIN: 54-1795871
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 instructions and the latest information.
OMB No. 1545-0047
20
20
Open to Public Inspection
Name of the organization
LEXINGTON RETIREMENT COMMUNITY INC
Employer identification number
54-1795871
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)
KENDAL AT OBERLIN
600 KENDAL DRIVE
OBERLIN
,
OH
44074
34-1567246
OPERATE CONTINUING CARE RETIREMENT COMMUNITY
OH
501(C)(3)
LINE 10
N/A
No
(2)
KENDAL AT ITHACA
2230 NORTH TRIPHAMMER ROAD
ITHACA
,
NY
14850
52-1787487
OPERATE CONTINUING CARE RETIREMENT COMMUNITY
NY
501(C)(3)
LINE 10
N/A
No
(3)
KENDAL AT HANOVER
80 LYME ROAD
HANOVER
,
NH
03755
02-0519490
OPERATE CONTINUING CARE RETIREMENT COMMUNITY
NH
501(C)(3)
LINE 10
N/A
No
(4)
BARCLAY FRIENDS
700 N FRANKLIN STREET
WEST CHESTER
,
PA
19380
23-2088476
OPERATE SKILLED AND ASSISTED LIVING NURSING HOME
PA
501(C)(3)
LINE 10
N/A
No
(5)
THE KENDAL CORPORATION
1107 EAST BALTIMORE PIKE
KENNETT SQUARE
,
PA
19348
23-2688382
DEVELOP AND PROVIDE ADMINISTRATION FOR CCRC'S
PA
501(C)(3)
LINE 12C, III-FI
N/A
No
(6)
KENDAL CHARITABLE FUNDS
1107 EAST BALTIMORE PIKE
KENNETT SQUARE
,
PA
19348
23-2626425
MANAGE CHARITABLE CONTRIBUTIONS TO PRIMARILY BENEFIT AFFILIATES
PA
501(C)(3)
LINE 7
THE KENDAL CORPORATION
No
(7)
KENDAL CROSSLANDS COMMUNITIES
PO BOX 100
KENNETT SQUARE
,
PA
19348
23-1906212
OPERATE CONTINUING CARE RETIREMENT COMMUNITY
PA
501(C)(3)
LINE 10
N/A
No
(8)
KENDAL ON HUDSON
1010 KENDAL WAY
SLEEPY HOLLOW
,
NY
10591
13-3971396
OPERATE CONTINUING CARE RETIREMENT COMMUNITY
NY
501(C)(3)
LINE 10
N/A
No
(9)
KENDAL AT GRANVILLE
2158 COLUMBUS ROAD
GRANVILLE
,
OH
43023
31-1657346
OPERATE CONTINUING CARE RETIREMENT COMMUNITY
OH
501(C)(3)
LINE 10
N/A
No
(10)
THE LATHROP COMMUNITIES
100 BASSETT BROOK DRIVE
EASTHAMPTON
,
MA
01027
04-2996627
OPERATE OVER 55 COMMUNITY
MA
501(C)(3)
LINE 10
N/A
No
(11)
KENDAL NEW YORK
1010 KENDAL WAY
SLEEPY HOLLOW
,
NY
10591
06-1656576
PROVIDE SUPPORT SERVICES IN OPERATION OF KENDAL ON HUDSON & KENDAL AT ITHACA
NY
501(C)(3)
LINE 12A, I
THE KENDAL CORPORATION
No
(12)
KENDAL AT HOME
26040 DETROIT ROAD SUITE 1
WESTLAKE
,
OH
44145
20-0548053
OPERATE CONTINUING CARE RETIREMENT PROGRAM
OH
501(C)(3)
LINE 10
N/A
No
(13)
COLLINGTON EPISCOPAL LIFECARE COMMUNITY INC
10450 LOTTSFORD ROAD
MITCHELLVILLE
,
MD
20721
52-1281156
OPERATE CONTINUING CARE RETIREMENT COMMUNITY
MD
501(C)(3)
LINE 10
N/A
No
(14)
THE ADMIRAL AT THE LAKE
929 WEST FOSTER AVE
CHICAGO
,
IL
60640
36-2171730
OPERATE CONTINUING CARE RETIREMENT COMMUNITY
IL
501(C)(3)
LINE 10
N/A
No
(15)
CHANDLER HALL HEALTH SERVICES INC
99 BARCLAY STREET
NEWTOWN
,
PA
18940
23-2365124
OPERATE CONTINUING CARE RETIREMENT COMMUNITY
PA
501(C)(3)
LINE 10
N/A
No
(16)
KENDAL NORTHERN OHIO
600 KENDAL DRIVE
OBERLIN
,
OH
44074
20-0548053
PROVIDE SUPPORT SERVICES TO KENDAL CCRCS IN OH
OH
501(C)(3)
LINE 12C, III-FI
N/A
No
(17)
KENDAL AGING
300 PAGE STREET
SAN FRANCISCO
,
CA
94102
82-3361136
PROVIDE SUPPORT SERVICES IN THE OPERATION OF KENDAL AT SONOMA
CA
501(C)(3)
LINE 12C, III-FI
THE KENDAL CORPORATION
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2020
Page 2
Schedule R (Form 990) 2020
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
Schedule R (Form 990) 2020
Page 3
Schedule R (Form 990) 2020
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
Yes
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
Yes
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
No
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
No
s
Other transfer of cash or property from related organization(s)
............................
1s
Yes
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) 2020
Page 4
Schedule R (Form 990) 2020
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) 2020
Page 5
Schedule R (Form 990) 2020
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) 2020
Additional Data
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