2024-11-15T08:42:50-06:00 2023-12-31 420714325 RSM US LLP 6 S PATTERSON BLVD DAYTON OH 45402 990 2023-01-01 813985477 EPISCOPAL CHURCH HOME FOUNDATION INC EPIS 5132725555 7504 WESTPORT RD LOUISVILLE KY 402224108 DANIEL P STEWARD CFO 5132725555 2024-11-14 1 1 KAREN O CRIM P00368385 9372980201 2024-11-14 2023 2024-10-15 13:58:12Z DANIEL P STEWARD 7504 WESTPORT RD LOUISVILLE KY 402224108 1164292 0 X N/A X 2016 KY TO SUPPORT THE EPISCOPAL CHURCH HOME LOCATED IN LOUISVILLE, KENTUCKY. 10 10 0 11 0 0 403964 116094 0 0 236215 638277 0 0 640179 754371 953081 471654 0 0 0 0 0 0 0 234479 61820 1187560 533474 -547381 220897 8372878 8981785 559722 352144 7813156 8629641 TO SUPPORT THE EPISCOPAL CHURCH HOME LOCATED IN LOUISVILLE, KENTUCKY. 0 0 475810 471654 0 PROVIDE SUPPORT FOR THE ACTIVITIES OF THE EPISCOPAL CHURCH HOME. 475810 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 KY X DANIEL P STEWARD 5139792273 3870 VIRGINIA AVENUE CINCINNATI OH 45227 X REV JOHN FRITSCHNER CHAIR 0.50 0.20 X X 0 0 0 PAUL SCHEPER SECRETARY/TREASURER 0.50 0.00 X X 0 0 0 JON BOSS DIRECTOR 0.50 0.00 X 0 0 0 DAVID BROWN DIRECTOR 0.50 0.00 X 0 0 0 REV AMY REAL COULTAS DIRECTOR 0.50 0.20 X 0 0 0 MARY JOHNSON DIRECTOR (UNTIL 06/2023) 0.50 0.00 X 0 0 0 ROB KING DIRECTOR 0.50 0.30 X 0 0 0 GIBBS REESE DIRECTOR 0.50 0.20 X 0 0 0 REV HARVEY ROBERTS DIRECTOR 0.50 0.00 X 0 0 0 JOAN SHEPLER DIRECTOR 0.50 0.00 X 0 0 0 BARBARA TREVOR DIRECTOR 0.50 0.00 X 0 0 0 0 0 0 0 0 0 0 0 116094 116094 160817 160817 887381 409921 477460 477460 477460 754371 0 0 638277 471654 471654 11275 11275 43224 43224 3165 3165 RESIDENT EXPENSES 2377 2377 RESIDENT CREDIT 1322 1322 TUITION REIMBURSEMENT 457 457 533474 475810 57664 0 207563 41311 198733 170549 4394710 4338181 3571872 4431744 8372878 8981785 559722 352144 559722 352144 X 4789548 5243744 3023608 3385897 7813156 8629641 8372878 8981785 220897 595588 0 X 0 1 X 1 0 X X 1 EPISCOPAL CHURCH HOME 610461720 10 1 471654 0 1 471654 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 PART IV, SECTION E, LINE 2A: THE FOUNDATION'S BYLAWS SPECIFICALLY STATE THAT THE FOUNDATION HAS BEEN ORGANIZED FOR THE PURPOSE OF SUPPORTING THE EPISCOPAL CHURCH HOME OR ANY OF ITS CONTROLLED AFFILIATES OR ENTITIES IN WHICH IT IS A MEMBER. ALL OF THE ACTIVITIES OF THE FOUNDATION WERE UNDERTAKEN TO FURTHER THE EXEMPT PURPOSES OF THE EPISCOPAL CHURCH HOME, AS THE FOUNDATION SOLICITED CONTRIBUTIONS ON BEHALF OF THE HOME AND TRANSFERRED FUNDS TO THE HOME AS NEEDED. PART IV, SECTION E, LINE 2B: THE SUPPORTED ORGANIZATION HAS THE ABILITY TO SOLICIT CONTRIBUTIONS WITHOUT THE FOUNDATION'S INVOLVEMENT, AND HAS PREVIOUSLY DONE SO. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42517 42517 42517 42517 42517 42517 42517 42517 42517 42517 1.00000 0 0 0 MEMBERSHIP INTEREST IN ECH 1170000 BENEFICIAL INTEREST IN THIRD-PARTY TRUSTS 3261744 4431744 X 1306735 595588 595588 711147 43224 43224 754371 490250 0 490250 43224 43224 533474 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES AS A NOT-FOR-PROFIT ORGANIZATION DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE KENTUCKY OFFICE OF ATTORNEY GENERAL. AS OF DECEMBER 31, 2023 AND 2022, THE FOUNDATION DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED. 1 EPISCOPAL CHURCH HOME INC 3870 VIRGINIA AVE CINCINNATI OH 45227 610461720 501(C)(3) 471654 0 CASH N/A TO SUPPORT THE OPERATIONS OF THE HOME. 1 0 PART I, LINE 2: UNDER THE TERMS OF THE AFFILIATION AGREEMENT WITH THE EPISCOPAL CHURCH HOME, INC., THE ORGANIZATION IS REQUIRED TO GRANT TO THE HOME AN ANNUAL CONTRIBUTION EQUAL TO 4% OF AVERAGE INVESTMENT BALANCES, TO BE PAID QUARTERLY. FORM 990, PART VI, SECTION A, LINE 3 ADMINISTRATIVE AND ACCOUNTING DUTIES ARE PERFORMED BY EPISCOPAL RETIREMENT SERVICES. FORM 990, PART VI, SECTION A, LINE 7A EPISCOPAL RETIREMENT SERVICES HAS THE AUTHORITY TO APPOINT TWO MEMBERS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE OUTSIDE ACCOUNTING FIRM, REVIEWED BY ERS AND THEN PROVIDED TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES ARE COMPLETED AND SHARED WITH THE ENTIRE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME AS SET FORTH IN THE INTERNAL REVENUE CODE SECTION 6104(D). EPISCOPAL CHURCH HOME INC 3870 VIRGINIA AVE CINCINNATI OH 45227 610461720 RETIREMENT COMMUNITIES KY 501(C)(3) LINE 10 EPISCOPAL RETIREMENT SERVICES 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0