Skip to main content

Nonprofit · EIN 13-3582509

PERPETUAL CARE TR FUND ADMINISTERED BY THE KENSICO CEMETERY AS TTEE

Tax-exempt · VALHALLA, NY 10595

Financials

$5.2M$1.3M2023$3.4M$1.5M2024
Revenue Expenses · by fiscal year end
Financials of PERPETUAL CARE TR FUND ADMINISTERED BY THE KENSICO CEMETERY AS TTEE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,421,256$1,467,942$1,953,314$72,895,722$192,761$72,702,961
December 31, 2023990$5,150,264$1,335,404$3,814,860$66,339,129$42,311$66,296,818
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$539,992
Investment income
$2,881,264
Net gain from sales of assets
$1,371,797
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$66,339,129
Total assets, end of year
$72,895,722
Total liabilities, end of year
$192,761
Net assets, end of year
$72,702,961
Publicly traded securities
$71,823,236
Net assets without donor restrictions
$72,702,961
Gross receipts
$22,697,348
Employees
0
Volunteers
0
Year formed
1899
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Michael J FarmerVP, Sales & Development Mgr; Ass't Treasurer
Officer
0$0$341,908$78,462
Matthew G ParisiPresident, CEO, Counsel & Director
Trustee or director, Officer
5$0$293,173$61,819
Theresa M DoranVP, CFO, Treasurer & Assist. Secretary
Officer
5$0$310,363$34,878
Michael RyanSalesperson & Office Mgr
Highest-paid employee
0$0$276,152$47,765
Peter J TelferSalesperson
Highest-paid employee
0$0$254,739$49,946
Barbara J CardanySalesperson
Highest-paid employee
0$0$248,146$27,533
Michael H Cook JrVP & Superintendent
Officer
0$0$220,363$50,076
Lillian ColladoSalesperson
Highest-paid employee
0$0$262,275$7,423
Joaquim C PedrosaDeputy Superintendent of Grounds
Highest-paid employee
0$0$178,670$52,133
Raymond M PlanellChairman of the Board & Assistant Counsel
Trustee or director
1$0$63,600$0
Richard A SchnallVice Chairman of the Board
Trustee or director
1$0$53,400$0
Mary Ann AlonsoSecretary & Director
Trustee or director
1$0$41,040$0
Kevin J BannonDirector
Trustee or director
1$0$41,040$0
Catherine U BiddleDirector
Trustee or director
1$0$41,040$0
Elizabeth PayneDirector
Trustee or director
1$0$41,040$0
3 more people on this return
NameTitleHours / weekCompensationFrom related orgs
Howard WeintraubDirector
Trustee or director
1$0$41,040
Raymond LouDirector
Trustee or director
1$0$34,200
Eric ChengDirector
Trustee or director
1$0$6,840
990 for the year ended December 31, 2023: 18 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Michael J FarmerVP, Sales & Development Manager
Officer
0$0$309,437$87,621
Michael RyanSalesperson & Office Mgr
Highest-paid employee
0$0$293,100$48,783
Theresa M DoranVP, CFO, Treasurer & Assist. Secretary
Officer
5$0$305,434$33,173
Matthew G ParisiPresident, CEO, Counsel & Director
Trustee or director, Officer
5$0$267,342$55,767
Peter J TelferSalesperson
Highest-paid employee
0$0$273,222$48,783
Michael H Cook JrVP & Superintendent
Officer
0$0$215,430$55,094
Lillian ColladoSalesperson
Highest-paid employee
0$0$262,299$8,188
Jack CunhaDeputy Superintendent of Grounds
Highest-paid employee
0$0$158,863$56,173
Joaquim C PedrosaDeputy Superintendent of Grounds
Highest-paid employee
0$0$158,863$45,923
Barbara J CardanySalesperson
Highest-paid employee
0$0$172,376$27,151
Raymond M PlanellChairman of the Board & Assistant Counsel
Trustee or director
1$0$62,400$0
Richard A SchnallVice Chairman of the Board
Trustee or director
1$0$52,200$0
Mary Ann AlonsoSecretary & Director
Trustee or director
1$0$39,840$0
Kevin J BannonDirector
Trustee or director
1$0$39,840$0
Catherine U BiddleDirector
Trustee or director
1$0$39,840$0
Raymond LouDirector
Trustee or director
1$0$39,840$0
Elizabeth PayneDirector
Trustee or director
1$0$39,840$0
Howard WeintraubDirector
Trustee or director
1$0$39,840$0

Address and contacts

Address (IRS master file)
PO BOX 7, VALHALLA, NY 10595-0007
Principal officer (990 for 2024)
Matthew G Parisi, PO Box 7, Valhalla, NY 10595
Signed the 990
Matthew Parisi, President
Phone
(914) 949-0347

Mission

The Perpetual Care Trust Fund consists of funds provided by lot owners pursuant to endowed care agreements. The principal of the fund is dedicated in perpetuity for the maintenance & care of the lot & is invested so that only the income earned can be used for the annual maintenance & care per the endowment agreement and the administration of the fund. Perpetual care maintenance provides for a higher standard of cemetery maintenance consisting of mowing, trimming, fertilization, cleaning and pointing of monuments.

990 for the year ended December 31, 2024

Program accomplishments

  • To provide perpetual care maintenance services per the endowment agreements. Perpetual care maintenance services include the care and maintenance of cemetery lots consisting of mowing, reseeding, fertilization, liming of lawn and other special lawn treatments, plant care and flowers, cleaning and pointing of monuments and mausoleums, insurance expense for mausoleum windows & administrative charges paid to The Kensico Cemetery (EIN #13-1715053) for administering and servicing the Perpetual Care Trust Fund for both principal and income accounts.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
13-3582509
Tax-exempt status
501(c)(13): Cemetery company
Donations deductible
No
Exempt since
1990
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$72,895,722
Income (IRS master file)
$22,697,348

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,421,256$1,467,942$72,895,722IRS
990December 2023$5,150,264$1,335,404$66,339,129XML
990December 2022$1,984,894$1,325,256$60,590,594IRS
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3582509).

Questions about PERPETUAL CARE TR FUND ADMINISTERED BY THE KENSICO CEMETERY AS TTEE

What is the EIN of PERPETUAL CARE TR FUND ADMINISTERED BY THE KENSICO CEMETERY AS TTEE?
The employer identification number (EIN) of PERPETUAL CARE TR FUND ADMINISTERED BY THE KENSICO CEMETERY AS TTEE is 13-3582509.
Is PERPETUAL CARE TR FUND ADMINISTERED BY THE KENSICO CEMETERY AS TTEE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(13) since 1990.
Are donations to PERPETUAL CARE TR FUND ADMINISTERED BY THE KENSICO CEMETERY AS TTEE tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PERPETUAL CARE TR FUND ADMINISTERED BY THE KENSICO CEMETERY AS TTEE file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PERPETUAL CARE TR FUND ADMINISTERED BY THE KENSICO CEMETERY AS TTEE due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PERPETUAL CARE TR FUND ADMINISTERED BY THE KENSICO CEMETERY AS TTEE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of PERPETUAL CARE TR FUND ADMINISTERED BY THE KENSICO CEMETERY AS TTEE?
The 990 for the year ended December 31, 2024 names Matthew G Parisi.
Who are the officers and directors of PERPETUAL CARE TR FUND ADMINISTERED BY THE KENSICO CEMETERY AS TTEE?
The 990 for the year ended December 31, 2024 lists 18 people; 0 received compensation from the organization.
How much revenue does PERPETUAL CARE TR FUND ADMINISTERED BY THE KENSICO CEMETERY AS TTEE have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,421,256, expenses of $1,467,942 and total assets of $72,895,722 at year end.

Other nonprofits in VALHALLA

All nonprofits in VALHALLA · New York