2025-03-17T09:26:26-05:00 2024-12-31 621132325 WLC CERTIFIED PUBLIC ACCOUNTANTS PC PO BOX 6274 OAK RIDGE TN 37831 990 2024-01-01 620583181 OAK RIDGE CEMETERY ASSOCIATION OAKR 8654836055 116 NEWHAVEN ROAD OAK RIDGE TN 378308112 DAVID W CARR TREASURER 8654822457 2025-03-12 1 0 DAVID W CARR P01365400 8654822457 2025-03-12 2024 2025-03-06 01:10:19Z DAVID W CARR 570 OAK RIDGE TURNPIKE OAK RIDGE TN 37830 212029 0 X N/A X 1956 TN IMPROVEMENT, CARE AND MAINTENANCE OF CEMETERY 7 7 0 0 0 0 0 0 0 100000 15712 60761 0 0 15712 160761 0 0 0 0 9838 0 0 0 0 36070 35775 45908 35775 -30196 124986 2360234 2449597 0 0 2360234 2449597 IMPROVEMENT, CARE AND MAINTENANCE OF CEMETERY 0 0 35775 IMPROVEMENT, CARE AND MAINTENANCE OF CEMETERY 35775 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 TN X DAVID W CARR 8654822457 570 OAK RIDGE TURNPIKE OAK RIDGE TN 37830 X DAVID W CARR TREASURER 10.00 X X 0 0 0 JIM NORMAND PRESIDENT 1.00 X X 0 0 0 ELLEN K CARR SECRETARY 1.00 X X 0 0 0 BYRAN MILLS VICE PRESIDENT 1.00 X 0 0 0 MARY NORMAND DIRECTOR 1.00 X 0 0 0 DAWN MCAMIS DIRECTOR 1.00 X 0 0 0 JAWRELL COOK ASST TREASURER 1.00 X 0 0 0 KATHY EDWARDS DIRECTOR 1.00 X 0 0 0 TRUIST BANK TRUSTEE 1.00 X 0 0 0 HOME FEDERAL BANK TRUSTEE 1.00 X 0 0 0 MICHELLE COOK ASST SECRETARY 1.00 X 0 0 0 0 0 0 0 0 0 0 0 MAINTENANCE SUBSIDY 561700 100000 100000 100000 52047 52047 59982 51268 8714 8714 8714 160761 160761 0 0 10800 10800 2309 2309 2095 2095 232 232 11232 11232 1125 1125 CEMETERY MAINTENANCE 6888 6888 STATE REGISTRATION & CO 1021 1021 ADMINISTRATIVE 73 73 35775 35775 0 0 52791 45478 87675 89109 10752 10282 1696602 645169 1062665 1051433 1146351 1167508 85787 2360234 2449597 0 0 X 2360234 2449597 2360234 2449597 2360234 2449597 124986 -35623 0 X 0 0 0 912637 912637 440013 381610 58403 311450 239861 71589 32502 23698 8804 1051433 EATON VANCE ATLANTA CAP SMID CAP FUND 18631 F PIMCO INVT GRADE CORP BD FD 33697 F T ROWE PRICE QM US SMALL-CAP GROWTH FD 5548 F VANGUARD RUSSELL 1000 GRW INDEX 67489 F HARTFORD DIV & GRW FD 36437 F VANGUARD INSTL INDEX FD 62007 F VANGUARD TOTAL BD MKT INDEX FD 47348 F VANGUARD INTL GR FD 6256 F VANGUARD SM-CAP INDEX FD 15523 F JOHCM INTL SELECT FD 7703 F DODGE & COX INC FD 32992 F ARTISAN INTL VAL FD 12235 F INVESCO S&P 500 EQ WGT ETF 13142 F VANGUARD FTSE EMERGING MKTS ETF 8456 F VANGUARD RUSSELL 1000 VAL ETF 32663 F DOUBLELINE TOTAL RTN BD FD 18762 F CERTIFICATES OF DEPOSIT 50307 F FEDERATED SHORT-INTERM TOT 33 F FEDERATED HERMES TOT RTN 17432 F VANGUARD TOTAL BD MKT INDEX 44410 F VANGUARD ST FED 10296 F ISHARES CORE S&P 500 ETF 3532 F ISHARES S&P 500 VAL ETF 2672 F VANGUARD FQUITY INC FD 1735 F CERTIFICATES OF DEPOSIT 189055 F US GOV OBLIGATIONS 64181 F HENNEPIN CO MN MUNI 22479 F MEMPHIS TN MUNI 24899 F ST PAUL MN PORT AUTH 24195 F ISHARES CORE S&P 500 ETF 78294 F ISHARES S&P 500 VAL ETF 33213 F ISHARES S&P SMALL-CAP 600 VAL 4887 F DODGE & COX STOCK FD 5302 F T ROWE PRICE GROWTH FD 24877 F VANGUARD FQUITY INC FD 12711 F VANGUARD MID-CAP IND 12767 F ISHARES CORE US AGGR. BD ETF 34593 F ARIEL FD 9333 F ISHARES CORE S&P MID-CAP ETF 11091 F LOOMIS SAYLES GR FD 29177 F FED FARM CREDIT BANK 15210 F FEDERATED SHORT-INTERM BOND 8839 F VANGUARD TOTAL BD MKT INDEX 3291 F FEDERATED HERMES TOT RTN 3631 F VANGUARD ST FED 6177 F 1167508 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS DISTRIBUTED TO BOARD MEMBERS AND REVIEWED PRIOR TO SUBMISSION TO INTERNAL REVENUE SERVICE FORM 990, PART VI, SECTION B, LINE 12C AT THE FIRST BOARD MEETING OF THE YEAR DISCUSSION IS HELD TO DETERMINE IF THERE ARE ANY CONFLICTS OF INTEREST. BOARD MEMBERS ARE ENCOURAGED TO BRING UP FOR DISCUSSION FORM 990, PART VI, SECTION C, LINE 18 COPIES ARE PROVIDED UPON REQUEST AT THE ENTITY'S OFFICE FORM 990, PART VI, SECTION C, LINE 19 COPIES ARE PROVIDED UPON REQUEST AT THE ENTITY'S OFFICE TUA OAK RIDGE CEMETERY SUNTRUST BANK PO BOX 1638 CHATTANOOGA TN 37401 626113476 IMPROVEMENT CARE AND MAINTENANCE OF CEMETERY TN 501(C)(13) 0 OAK RIDGE MEMORIAL PRENEED MERCHANDISE & SERVICES TRUST FUND 515 MARKET STREET KNOXVILLE TN 37902 626260119 PRENEED MERCHANDISE & SERVICES TRUST FUND TN 501(C)(13) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0