2020-11-25T10:34:12-06:00 2019-12-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2019-01-01 813985477 EPISCOPAL CHURCH HOME FOUNDATION INC EPIS 5132725555 7504 WESTPORT ROAD LOUISVILLE KY 40222 DANIEL STEWARD CFO 5139792273 2020-11-24 1 MELINDA L HECK P01392306 5024269660 2019 2022-09-23 18:48:47Z DANIEL STEWARD 3870 VIRGINIA AVENUE CINCINNATI OH 45227 7006741 0 X N/A X 2016 KY TO SUPPORT THE EPISCOPAL CHURCH HOME LOCATED IN LOUISVILLE, KENTUCKY. 11 11 0 12 0 0 1610996 28944 0 0 576264 460111 0 0 2187260 489055 421095 303907 0 0 0 0 0 0 0 80141 105356 501236 409263 1686024 79792 7472521 8932626 317012 319882 7155509 8612744 TO SUPPORT THE EPISCOPAL CHURCH HOME LOCATED IN LOUISVILLE, KENTUCKY. 0 0 362295 303907 PROVIDE SUPPORT FOR THE ACTIVITIES OF THE EPISCOPAL CHURCH HOME. 362295 1 1 0 0 0 0 0 0 0 0 0 0 0 0 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 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 KY X DANIEL STEWARD 5139792273 3870 VIRGINIA AVENUE CINCINNATI OH 45227 X GIBBS REESE DIRECTOR 0.50 X 0 0 0 DEBORAH STOVER DIRECTOR 0.50 X 0 0 0 ROBERT VICEJR DIRECTOR 0.50 X 0 0 0 JON B BOSS DIRECTOR 0.50 X 0 0 0 CAROLINE EDDLEMAN DIRECTOR 0.50 X 0 0 0 MASON RUMMEL CHAIRPERSON 0.50 X 0 0 0 TOM REGAN DIRECTOR 0.50 X 0 0 0 MICHAEL BERRY SECRETARY/TREASURER 0.50 X X 0 0 0 REV JOHN FRITSCHNER VICE CHAIR 0.50 X X 0 0 0 THOMAS JAMES III MD DIRECTOR 0.50 X 0 0 0 ROB KING DIRECTOR 0.50 X 0 0 0 BARBARA MERRICK NONVOTING DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 0 25813 3131 28944 175477 175477 6802320 6517686 284634 284634 284634 489055 460111 0 0 303907 303907 44098 44098 2870 2870 RESIDENT EXPENSES 52404 52404 MUSIC MINISTRY 4028 4028 EMPLOYEE EDUCATION 990 990 GARDEN MAINTENANCE 966 966 409263 362295 46968 0 65000 65000 279676 247101 6827845 8320525 300000 300000 7472521 8932626 317012 319882 317012 319882 X 5285037 5944370 1870472 2668374 7155509 8612744 7472521 8932626 79792 1377443 0 X 0 1 X 1 0 X 5407972 3486 1610995 28944 7051397 5407972 3486 1610995 28944 7051397 5407972 3486 1603344 25813 7040615 0 5407972 3486 1603344 25813 7040615 10782 79107 32863 161478 175478 448926 79107 32863 161478 175478 448926 5487079 36349 1772473 204422 7500323 X PART III, SHORT YEAR EXPLANATION: THE ORGANIZATION FILED A SHORT PERIOD RETURN FOR 9/1/17-12/31/17 DUE TO A CHANGE IN ACCOUNTING PERIOD. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 1822400 1377443 1377443 444957 44098 44098 489055 365165 0 365165 44098 44098 409263 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL, KENTUCKY AND LOCAL INCOME TAXES AS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE FOUNDATION FILES AN INFORMATIONAL TAX RETURN IN THE U.S FEDERAL JURISDICTION AND WITH THE KENTUCKY ATTORNEY GENERAL. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. MANAGEMENT DOES NOT BELIEVE THAT THE FOUNDATION HAS UNRELATED BUSINESS INCOME FOR THE PERIODS ENDED DECEMBER 31, 2019 AND 2018. AS OF DECEMBER 31, 2019 AND 2018, 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 PERIOD THEN ENDED. 1 THE EPISCOPAL CHURCH HOME INC 7504 WESTPORT ROAD LOUISVILLE KY 40222 610461720 501(C)3 303907 CASH TO SUPPORT THE OPERATIONS OF THE HOME. 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 PUBILC UPON REQUEST. THE EPISCOPAL CHURCH HOME INC 7504 WESTPORT ROAD LOUISVILLE KY 40222 610461720 CONTINUUM OF CARE RETIREMENT COMMUNITY KY 501(C)3 PUBLIC CHARITY 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0