2023-07-17T12:46:52-05:00 2022-08-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2021-09-01 821821173 DIOCESE ROCKVILLE CENTRE CATHOLIC CEMETERY PERMANENT MAINT TRUST DIOC 5163347990 111 OLD COUNTRY ROAD WESTBURY NY 11590 JOHN F KENNEDY CHIEF FINANCIAL OFFICER 5163347990 2023-07-17 1 JOHN KENNEDY 999009999 GARRETT M HIGGINS P00543209 9143818900 2023-07-06 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JOHN F KENNEDY 111 OLD COUNTRY ROAD WESTBURY NY 11590 19988172 0 X N/A X 2017 NY TO PROVIDE FOR THE PERMANENT MAINTENANCE OF THE CATHOLIC CEMETERIES AND MAUSOLEUMS OF THE ROMAN CATHOLIC DIOCESE OF ROCKVILLE CENTRE, NEW YORK. 11 11 0 11 0 0 0 0 2228081 1963649 2500649 3500591 278568 258617 5007298 5722857 2268415 2469363 0 0 0 0 0 0 0 620362 659278 2888777 3128641 2118521 2594216 96690868 83387470 43801 0 96647067 83387470 TO PROVIDE FOR THE PERMANENT MAINTENANCE OF THE CATHOLIC CEMETERIES AND MAUSOLEUMS OF THE ROMAN CATHOLIC DIOCESE OF ROCKVILLE CENTRE, NEW YORK. 0 0 THE DIOCESE OF ROCKVILLE CENTRE CATHOLIC CEMETERY PERMANENT MAINTENANCE TRUST PROVIDES FUNDS TO RESPECTFULLY MAINTAIN AND PRESERVE THE CEMETERY GROUNDS OF THE CATHOLIC CEMETERIES OF THE ROMAN CATHOLIC DIOCESE OF ROCKVILLE CENTRE, NEW YORK. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X JOHN F KENNEDY CFO 5163347990 111 OLD COUNTRY ROAD WESTBURY NY 11590 RICHARD SULLIVAN CHAIRMAN 1.00 1.00 X X 0 0 0 CHARLES ADAMS VICE CHAIRMAN 1.00 1.00 X X 0 0 0 JOHN O BARRES DIRECTOR 1.00 1.00 X 0 0 0 JAMES M FOLKS JR DIRECTOR 1.00 1.00 X 0 0 0 DOUGLAS J HAYDEN DIRECTOR 1.00 1.00 X 0 0 0 JOHN P LANE DIRECTOR 1.00 1.00 X 0 0 0 PATRICIA NAZEMETZ DIRECTOR 1.00 1.00 X 0 0 0 GUS NUZZOLESE DIRECTOR 1.00 1.00 X 0 0 0 PETER QUICK DIRECTOR 1.00 1.00 X 0 0 0 REV IRINEL RACOS DIRECTOR 1.00 1.00 X 0 0 0 JOSEPH TANTILLO DIRECTOR 1.00 1.00 X 0 0 0 RICHARD C BIE PRESIDENT/CEO 1.00 40.00 X 0 362829 75431 JOHN F KENNEDY CFO 1.00 40.00 X 0 231005 52016 0 593834 127447 0 0 1 0 JP MORGAN SECURITIES LLC 277 PARK AVE 3RD FLOOR NEW YORK NY 10172 INVESTMENT MANAGEMENT 344527 GOLDMAN SACHS 200 WEST ST NEW YORK NY 10282 INVESTMENT MANAGEMENT 305215 2 MAINTENANCE CARE FEES 900099 1963649 1963649 1963649 2719057 2719057 257763 257763 15046849 14265315 781534 781534 781534 MISCELLANEOUS INCOME 900099 854 854 854 5722857 1963649 0 3759208 2469363 659278 3128641 1907685 3027800 0 10577 87268687 74070293 4550000 3600000 2964496 2678800 96690868 83387470 6055 0 37746 0 43801 0 X 96647067 83387470 96647067 83387470 96690868 83387470 2594216 -15853813 0 X X 0 1 X 1 0 0 X 926929 -15853813 14186526 -1667287 2594216 659278 2469363 3128641 5722857 12612169 12612169 12612169 0 659278 2469363 3128641 3128641 PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. TAX YEARS SINCE FROM SEPTEMBER 1, 2019 REMAIN OPEN TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE ATTRIBUTABLE TO CONSOLIDATED ENTITY 14,186,526. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS FROM COMBINED FINANCIAL STATEMENTS 2,469,363. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES ATTRIBUTABLE TO CONSOLIDATED ENTITY 12,612,169. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS FROM COMBINED FINANCIAL STATEMENTS 2,469,363. 1 CATHOLIC CEMETERIES OF THE ROMAN CATHOLIC DIOCESE OF ROCKVILLE CENTRE INC 111 OLD COUNTRY ROAD WESTBURY NY 11590 812659126 501(C)(3) 2469363 0 FOR MAINTENANCE COSTS 1 0 PART I, LINE 2: THE PERMANENT MAINTENANCE TRUST MONITORS ITS GRANT TO ITS AFFILIATED ORGANIZATION, CATHOLIC CEMETERIES, THROUGH INTERNAL REPORTING TO ENSURE THAT SUCH GRANTS ARE USED FOR PROPER PURPOSES AND ARE NOT OTHERWISE DIVERTED FROM THE INTENDED USE. 0 0 0 RICHARD C BIE PRESIDENT/CEO 0 360984 0 400 0 1445 0 31349 0 44082 0 438260 0 0 JOHN F KENNEDY CFO 0 229338 0 400 0 1267 0 23195 0 28821 0 283021 0 0 PART I, LINE 3 THE PRESIDENT/CEO AND THE CFO ARE COMPENSATED BY A RELATED ORGANIZATION, CATHOLIC CEMETERIES OF THE ROMAN CATHOLIC DIOCESE OF ROCKVILLE CENRE INC. THE FOLLOWING IS THE COMPENSATION REVIEW PROCESS FOR THE OFFICERS: THE COMPENSATION OF THE PRESIDENT/CEO AND THE CFO WERE DETERMINED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE COMPENSATION REVIEW PROCESS OF THE CEO AND THE CFO INCLUDED A REVIEW OF BOTH INDIVIDUAL AND CORPORATE-WIDE PERFORMANCE DURING THE YEAR. RECOMMENDATIONS FOR ADJUSTMENT WERE APPROVED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE BOARD MINUTES. THE PROCESS FOR COMPENSATION REVIEW WAS LAST UNDERTAKEN IN 2021. FORM 990, PART VI, SECTION B, LINE 11B CATHOLIC CEMETERIES HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY THE PRESIDENT/CEO, CFO AND THE CHAIRMAN OF THE BOARD AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD FOR APPROVAL. ONCE THE BOARD HAS APPROVED THE RETURN IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. FORM 990, PART VI, SECTION B, LINES 12 - 14: THE ORGANIZATION FOLLOWS THE POLICIES OF ITS' PARENT COMPANY, CATHOLIC CEMETERIES OF THE ROMAN CATHOLIC DIOCESE OF ROCKVILLE CENTRE INC, BUT HAS NOT FORMALLY ADOPTED THEM AS ITS' OWN POLICIES. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CATHOLIC CEMETERIES OF THE ROMAN CATHOLIC DIOCESE OF ROCKVILLE CENTRE INC 111 OLD COUNTRY ROAD WESTBURY NY 11590 812659126 TO OPERATE CATHOLIC CEMETERIES NY 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0