2025-11-13T16:16:22-06:00 2024-12-31 815162857 BERNARD E REA CPA PO BOX 492 AUBREY TX 762270492 990 2024-01-01 680252546 PARK VIEW CEMETERY ENDOWMENT CARE TRUST FUND PARK 2099821611 520 N SUTTER STREET STOCKTON CA 95202 DAVID MASSEY PRESIDENT 2099821611 2025-11-13 1 1 BERNARD E REA CPA P01346857 2099339113 2025-11-12 X 2024 2025-03-06 01:10:19Z DAVID MASSEY 520 N SUTTER STREET STOCKTON CA 95202 2283155 0 X WWW.PARKVIEWMORTUARY.COM X 1992 CA TO PROVIDE FOR CARE, MAINTENANCE, AND EMBELLISHMENT OF THE CEMETERY GROUNDS. 5 3 0 0 0 0 0 0 0 0 86698 101862 0 0 86698 101862 0 0 0 0 0 0 0 0 0 81022 86805 81022 86805 5676 15057 3533177 4035482 6531 27762 3526646 4007720 NONPROFIT CEMETERY TO PROVIDE FOR CARE, MAINTENANCE, AND EMBELLISHMENT OF THE PARK VIEW CEMETERY GROUNDS. 0 0 86805 PARK VIEW CEMETERY ENDOWMENT CARE TRUST FUND WAS ESTABLISHED TO COMPLY WITH CALIFORNIA STATE LAW AND REGULATIONS. THE FUND ACCOUNTS FOR CORPUS CONTRIBUTIONS COLLECTED BY PARK VIEW CEMETERY ASSOCIATION, A RELATED NON-PROFIT ORGANIZATION. THE INCOME FROM THE INVESTED CONTRIBUTIONS IS USED FOR THE CARE, MAINTENANCE, AND EMBELLISHMENT OF THE CEMETERY IN ACCORDANCE WITH THE PROVISIONS OF CALIFORNIA STATE LAW AND REGULATIONS. 86805 0 0 0 0 0 0 0 0 1 0 0 1 0 1 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 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 CA X X DAVID MASSEY 2099821611 520 N SUTTER STREET STOCKTON CA 95202 AMBER MASSEY SECRETARY/TRE 1.00 40.00 X X 0 32700 0 DAVID MASSEY PRESIDENT 5.00 40.00 X X 0 122000 0 TED TALLY TRUSTEE 1.00 X 0 0 0 0 154700 0 0 0 0 0 0 83437 83437 2199718 2181293 18425 18425 18425 101862 101862 0 0 X 24847 24847 61807 61807 MISCELLANEOUS EXPENSE 151 151 86805 86805 0 0 52890 775900 22864 27618 3457423 3231964 3533177 4035482 6531 27762 6531 27762 X 3526646 4007720 3526646 4007720 3533177 4035482 X 15057 466017 X X 0 1 X 1 0 3526646 63775 417300 4007721 3082936 66099 377611 3526646 3653133 62370 -632567 3082936 3137890 79221 436022 3653133 2833436 64475 239979 3137890 0.40970 0.59030 1 0 0 BONDS AND MUTUAL FUNDS - FIXED INCOME 638500 F CORPORATE STOCKS 2593464 F 3231964 PAYABLE TO PARK VIEW CEMETERY 27762 27762 X 101862 0 101862 0 101862 86805 0 86805 0 86805 PART V, LINE 4: PERPETUAL CARE OF THE CEMETERY. PART X, LINE 2: INCOME TAXES PARK VIEW CEMETERY ENDOWMENT CARE TRUST FUND IS A NON-PROFIT ORGANIZATION AND IS TAX EXEMPT UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(13). UNCERTAIN TAX POSITIONS MANAGEMENT HAS DETERMINED THAT THE TRUST DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AND ASSOCIATED UNRECOGNIZED BENEFITS OR LIABILITIES THAT MATERIALLY IMPACT THE FINANCIAL STATEMENTS OR RELATED DISCLOSURES. SINCE TAX MATTERS ARE SUBJECT TO SOME DEGREE OF UNCERTAINTY, THERE CAN BE NO ASSURANCE THAT THE TRUST'S TAX RETURNS WILL NOT BE CHALLENGED BY THE TAXING AUTHORITIES AND THAT THE TRUST WOULD NOT BE SUBJECT TO ADDITIONAL TAX, PENALTIES, AND INTEREST AS A RESULT OF SUCH CHALLENGE. GENERALLY, THE TRUST'S TAX RETURNS REMAIN OPEN FOR THREE TO FOUR YEARS AFTER FILING OF THE RETURNS. THERE ARE NO TAX EXAMINATIONS CURRENTLY IN PROCESS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES TO DETERMINE ITS APPROPRIATENESS FOR FILING BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION C, LINE 19 THIS INFORMATION IS MADE AVAILABLE UPON REQUEST AND/OR ON GUIDESTAR.COM. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC AMBER MASSEY - 520 N SUTTER STREET, STOCKTON, CA 95202. DAVID MASSEY - 520 N SUTTER STREET, STOCKTON, CA 95202. TED TALLY - 520 N SUTTER STREET, STOCKTON, CA 95202. FORM 990, PART IX, LINE 11G MAINTENANCE DISTRIBUTION TO PARK VIEW CEMETERY: PROGRAM SERVICE EXPENSES 61,807. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,807. FORM 990, PART XI, LINE 9: CORPUS CONTRIBUTIONS TO TRUST PRINCIPAL 63,774. UNREALIZED MARKET VALUE GAIN (LOSS) ON EQUITY SECURITIES 402,243. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR. PARK VIEW CEMETERY ASSOCIATION 520 N SUTTER STREET STOCKTON CA 95202 940735575 CEMETERY CA 501 C13 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0