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
2021
Open to Public Inspection
Name of the organization
EPISCOPAL RETIREMENT SERVICES
 
Employer identification number

47-5651061
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) EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
3870 VIRGINIA AVENUE
CINCINNATI,OH45227
45-5531364
LOW INCOME HOUSING OH 2,665,399 18,247,643 EPISCOPAL RETIREMENT SERVICES INC
 
(2) EPISCOPAL RETIREMENT HOMES DEVELOPMENT LLC
3870 VIRGINIA AVENUE
CINCINNATI,OH45227
27-5489338
OWNERSHIP OF EPISCOPAL RETIREMENT SERVICES STRATEGIC INVESTMENTS, LLC OH -491,723 8,670,120 EPISCOPAL RETIREMENT SERVICES INC
 
(3) EPISCOPAL RETIREMENT HOMES STRATEGIC INVESTMENTS LLC
3870 VIRGINIA AVENUE
CINCINNATI,OH45227
30-0835888
INVESTMENT OH 0 13,377 EPISCOPAL RETIREMENT HOMES DEVELOPMENT LLC
 
(4) ERHAL HOLDINGS LLC
3870 VIRGINIA AVENUE
CINCINNATI,OH45227
35-2514889
LOW INCOME HOUSING OH 4,167 1,365,000 EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
(5) ERHAL OHIO HOLDINGS LLC
3870 VIRGINIA AVENUE
CINCINNATI,OH45227
61-1762060
LOW INCOME HOUSING OH 0 420,788 EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
(6) SPRINGFIELD SHAWNEE PARKING LLC
3870 VIRGINIA AVENUE
CINCINNATI,OH45227
26-2851174
LOW INCOME HOUSING OH 2,167 21,668 ERHAL INC
 
(7) PARKWAY PLACE LLC
3870 VIRGINIA AVENUE
CINCINNATI,OH45227
47-2459213
LOW INCOME HOUSING OH 0 179,033 ERHAL INC
 
(8) ERS ANDERSON PROPERTY LLC
3870 VIRGINIA AVENUE
CINCINNATI,OH45227
61-1905717
LOW INCOME HOUSING OH 0 0 EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
(9) ERS WILMINGTON PROPERTIES LLC
3870 VIRGINIA AVENUE
CINCINNATI,OH45227
61-1905717
LOW INCOME HOUSING OH 0 0 EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
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)EPISCOPAL RETIREMENT SERVICES FOUNDATION
3870 VIRGINIA AVENUE

CINCINNATI,OH45227
31-1570272
INVESTMENT OH 501(C)(3) LINE 11 EPISCOPAL RETIREMENT HOMES INC
 
Yes
 
(2)CANTERBURY COURT INC
3870 VIRGINIA AVENUE

CINCINNATI,OH45227
20-1750198
LOW INCOME HOUSING OH 501(C)(3) LINE 9 EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
Yes
 
(3)CAMBRIDGE HEIGHTS APARTMENTS INC
3870 VIRGINIA AVENUE

CINCINNATI,OH45227
20-8007307
LOW INCOME HOUSING OH 501(C)(3) LINE 7 EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
Yes
 
(4)ST PAUL VILLAGE I INC
3870 VIRGINIA AVENUE

CINCINNATI,OH45227
11-3763686
LOW INCOME HOUSING OH 501(C)(3) LINE 9 EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
Yes
 
(5)EPISCOPAL CHURCH HOME
3870 VIRGINIA AVENUE

CINCINNATI,OH45227
61-0461720
INVESTMENT OH 501(C)(3) LINE 11 EPISCOPAL RETIREMENT SERVICES
 
Yes
 
(6)EPISCOPAL RETIREMENT HOMES INC
3870 VIRGINIA AVENUE

CINCINNATI,OH45227
31-0554071
INVESTMENT OH 501(C)(3) LINE 11 EPISCOPAL RETIREMENT SERVICES
 
Yes
 


For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Page 2
Schedule R (Form 990) 2021
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) THOMASTON WOODS GP LLC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
46-4713631
LOW INCOME HOUSING OH EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
EXCLUDED   4,517,392   No   Yes   60.000 %
(2) THOMASTON WOODS LIMITED PARTNERSHIP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
37-1758458
LOW INCOME HOUSING OH THOMASTON WOODS GP LLC
 
EXCLUDED -224,028 8,841,691   No   Yes   0.060 %
(3) ERH AL SENIOR HOUSING AT ANDERSON LIMITED PARTNERSHIP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
46-2342810
LOW INCOME HOUSING OH PARKVIEW PLACE
 
EXCLUDED -195,347 5,012,956   No   Yes   1.000 %
(4) CANTERBURY COURT LIMITED PARTNERSHIP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
33-1166690
LOW INCOME HOUSING OH CANTERBURY COURT INC
 
EXCLUDED 160,855 6,995,315   No   Yes   0.100 %
(5) CAMBRIDGE HEIGHTS APARTMENTS LIMITED PARTNERSHIP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
26-2481170
LOW INCOME HOUSING OH CAMBRIDGE HEIGHTS APARTMENTS INC
 
EXCLUDED -136,638 4,141,225   No   Yes   0.100 %
(6) ST PAUL VILLAGE I LIMITED PARTNERSHIP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
27-1225466
LOW INCOME HOUSING OH ST PAUL I INC
 
EXCLUDED -64,559 6,689,765   No   Yes   0.100 %
(7) ST PAUL VILLAGE II LIMITED PARTNERSHIP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
45-2049065
LOW INCOME HOUSING OH ST PAUL II INC
 
EXCLUDED -264,582 9,130,746   No   Yes   0.100 %
(8) FOREST SQUARE ASSOCIATES LLC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
26-3011613
INVESTMENT IN REAL ESTATE OH ERHAL INC
 
EXCLUDED   2,138   No   Yes   75.000 %
(9) FOREST SQUARE APARTMENTS LP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
26-3011655
LOW INCOME HOUSING OH FOREST SQUARE ASSOCIATES LLC
 
EXCLUDED -110,507 2,032,880   No   Yes   0.100 %
(10) SHAWNEE REVITALIZATION ASSOCIATION LLC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
20-8401234
REAL ESTATE DEVELOPMENT OH ERHAL INC
 
EXCLUDED   330,064   No   Yes   75.000 %
(11) SHAWNEE PLACE LIMITED PARTNERSHIP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
20-8401695
LOW INCOME HOUSING OH SHAWNEE REVITALIZATION ASSOCIATION LLC
 
EXCLUDED -219,061 5,169,418   No   Yes   0.100 %
(12) WOODBURN POINTE ASSOCIATES LLC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
27-4255752
LOW INCOME HOUSING OH ERHAL INC
 
EXCLUDED   7,163   No   Yes   75.000 %
(13) WOODBURN POINTE LLC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
27-3022404
LOW INCOME HOUSING OH WOODBURN POINTE ASSOCIATES LLC
 
EXCLUDED   1,310,658   No   Yes   0.100 %
(14) ELBERON ASSOCIATES LLC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
27-2872934
REAL ESTATE HOLDING CO. OH ERHAL INC
 
EXCLUDED   186,812   No     No 75.000 %
(15) ELBERON SENIOR APARTMENTS LLC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
27-2873041
LOW INCOME HOUSING OH ELBERON ASSOCIATES LLC
 
EXCLUDED -80,201 2,365,595   No   Yes   0.100 %
(16) SPRINGFIELD SHAWNEE COMMERCIAL LLC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
90-0918444
LOW INCOME HOUSING OH ERHAL INC
 
EXCLUDED -20,179 -270,749   No   Yes   75.000 %
(17) CENTRAL Y SENIOR APARTMENTS LLC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
46-3485363
LOW INCOME HOUSING OH PARKWAY PLACE LLC
 
EXCLUDED -298,902 9,925,917   No   Yes   0.250 %
(18) WALNUT COURT LIMITED PARTNERSHIP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
37-1748033
LOW INCOME HOUSING OH WALNUT COURT GENERAL PARTNER LLC
 
EXCLUDED -183,349 6,298,026   No   Yes   0.100 %
(19) TRENT SENIOR VILLAGE LIMITED LIABILITY LIMITED PARTNERSHIP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
38-3927221
LOW INCOME HOUSING OH TRENT SENIOR VILLAGE GENERAL PARTNER LLC
 
EXCLUDED -342,088 7,573,119   No   Yes   0.600 %
(20) KNOWLTON NORTHSIDE LIMITED PARTNERSHIP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
61-1744709
LOW INCOME HOUSING OH KNOWLTON NORTHSIDE GP LLC
 
EXCLUDED -365,515 8,712,235   No   Yes   1.000 %
(21) MARLOWE COURT COMMERCIAL LLC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
47-5046724
LOW INCOME HOUSING OH EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
EXCLUDED -446,592 10,176,644   No   Yes   90.000 %
(22) MK MEADOWS GP LLC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
35-2540795
LOW INCOME HOUSING OH ERHAL INC
 
EXCLUDED   1,637,679   No   Yes   10.000 %
(23) MK MEADOWS LP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
47-5090609
LOW INCOME HOUSING OH EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
EXCLUDED -237,272 16,064,939   No   Yes   0.100 %
(24) MARLOWE COURT COMMERCIAL LLC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
36-4822705
LOW INCOME HOUSING OH EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
EXCLUDED -16,814 539,087   No   Yes   70.000 %
(25) PRAIRIE VIEW LIMITED PARTNERSHIP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
84-2359608
LOW INCOME HOUSING OH PRAIRIE VIEW GP
 
EXCLUDED -194,148 7,475,931   No   Yes   99.900 %
(26) RACHEL COURT LIMITED PARTNERSHIP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
84-2345160
LOW INCOME HOUSING OH RACHEL COURT GP
 
EXCLUDED -297,290 6,213,117   No   Yes   80.000 %
(27) SCHEPER RIDGE LIMITED LIABILITY LIMITED PARTNERSHIP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
83-4405161
LOW INCOME HOUSING OH SCHEPER RIDGE GP
 
EXCLUDED -244,087 9,300,143   No   Yes   99.900 %
(28) MADISON VILLA LIMITED PARTNERSHIP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
37-1870376
LOW INCOME HOUSING OH MADISON VILLA GP LLC
 
EXCLUDED -330,481 12,153,081   No   Yes   0.100 %
(29) SUNRISE TERRACE LIMITED PARTNERSHIP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
38-4048980
LOW INCOME HOUSING OH SUNRISE TERRACE GP LLC
 
EXCLUDED -224,163 5,524,676   No   Yes   0.100 %
(30) WESTMINSTER COURT I LIMITED PARTNERSHIP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
83-1562584
LOW INCOME HOUSING OH WESTMINSTER COURT I GP LLC
 
EXCLUDED -222,278 8,212,851   No   Yes   0.100 %
(31) WESTMINSTER COURT II LIMITED PARTNERSHIP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
83-1562853
LOW INCOME HOUSING OH WESTMINSTER COURT II GP LLC
 
EXCLUDED       No   Yes   0.100 %
(32) PRAIRIE GARDENS LIMITED PARTNERSHIP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
85-2913484
LOW INCOME HOUSING OH PRAIRIE GARDENS GP LLC
 
EXCLUDED       No   Yes   0.100 %
(33) PEDRETTI PLACE LIMITED PARTNERSHIP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
88-2431982
LOW INCOME HOUSING OH PEDRETTI PLACE GP LLC
 
EXCLUDED       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) ERHAL INC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
80-0872042
GP OF VARIOUS PARTNERSHIPS OH EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
C     100.000 %   No
(2) ERH ANDERSON GP LLC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
90-0950283
GP OF ERH AL SENIOR HOUSING AT ANDERSON LIMITED PARTNERSHIP OH EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
C   9 100.000 %   No
(3) ST PAUL I INC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
90-0607146
GP OF ST. PAUL VILLAGE I LIMITED PARTNERSHIP OH ST PAUL VILLAGE I INC
 
C   845 80.000 %   No
(4) ST PAUL II INC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
80-0707896
GP OF ST. PAUL VILLAGE II LIMITED PARTNERSHIP OH ST PAUL VILLAGE I INC
 
C 33 -1,692 80.000 %   No
(5) WALNUT COURT GENERAL PARTNER LLC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
36-4776567
GP OF WALNUT COURT LIMITED PARTNERSHIP OH EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
C   -737 100.000 %   No
(6) TRENT SENIOR VILLAGE GENERAL PARTNER LLC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
30-0812171
GP OF TRENT SENIOR VILLAGE LIMITED LIABILITY LIMITED PARTNERSHIP OH EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
C   539,906 100.000 %   No
(7) KNOWLTON NORTHSIDE GP LLC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
32-0446794
GP OF KNOWLTON NORTHSIDE LIMITED PARTNERSHIP OH EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
C   380,495 99.990 %   No
(8) MARLOWE COURT GP LLC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
38-3978543
GP OF MARLOWE COURT LIMITED PARTNERSHIP OH EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
C   530,725 90.000 %   No
(9) PRAIRIE VIEW GP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
84-2308633
GP OF PRAIRIE VIEW LIMITED PARTNERSHIP OH EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
C     100.000 %   No
(10) RACHEL COURT GP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
84-2297232
GP OF RACHEL COURT LIMITED PARTNERSHIP OH EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
C     20.000 %   No
(11) SCHEPER RIDGE GP

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
32-0597100
GP OF SCHEPER RIDGE LIMITED LIABILITY LIMITED PARTNERSHIP OH EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
C   1,118,000 100.000 %   No
(12) MADISON VILLA GP LLC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
36-4873828
GP OF MADISON VILLA LIMITED LIABILITY PARTNERSHIP OH EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
C     90.000 %   No
(13) SUNRISE TERRACE GP LLC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
35-2602346
GP OF SUNRISE TERRACE LIMITED LIABILITY PARTNERSHIP OH EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
C     80.000 %   No
(14) WESTMINSTER COURT I GP LLC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
35-2636465
GP OF WESTMINSTER COURT I LIMITED LIABILITY PARTNERSHIP OH EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
C     100.000 %   No
(15) WESTMINSTER COURT II GP LLC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
30-1120126
GP OF WESTMINSTER COURT II LIMITED LIABILITY PARTNERSHIP OH EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
C     100.000 %   No
(16) PRAIRIE GARDENS GP LLC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
85-2804223
GP OF PRAIRIE GARDENS LIMITED LIABILITY PARTNERSHIP OH EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
C     100.000 %   No
(17) PEDRETTI PLACE GP LLC

3870 VIRGINIA AVENUE
CINCINNATI,OH45227
88-2393487
GP OF PEDRETTI PLACE LIMITED LIABILITY PARTNERSHIP OH EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC
 
C     100.000 %   No
Schedule R (Form 990) 2021
Page 3
Schedule R (Form 990) 2021
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
 
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
 
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
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
(1) EPISCOPAL RETIREMENT HOMES INC

M 1,743,028 FMV
(2) EPISCOPAL CHURCH HOME

R 600,000 FMV
(3) EPISCOPAL RETIREMENT SERVICES FOUNDATION

C 401,918 FMV



Schedule R (Form 990) 2021
Page 4
Schedule R (Form 990) 2021
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) 2021
Page 5
Schedule R (Form 990) 2021
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) 2021

Additional Data


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