Nonprofit · EIN 20-6559366
OAKDALE MEMORIAL GARDENS PERPETUAL CARE TR
Also known as WEERTS JAMES F TTEE
Tax-exempt · DAVENPORT, IA 52803
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $239,935 | $60,160 | $179,775 | $1,382,965 | $0 | $1,382,965 |
| December 31, 2024 | 990 | $208,066 | $50,000 | $158,066 | $1,203,190 | $0 | $1,203,190 |
| December 31, 2023 | 990 | $247,832 | $80,438 | $167,394 | $1,045,124 | $0 | $1,045,124 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $10,110
- Investment income
- $229,825
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $60,160
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $60,160
Balance sheet and other
- Total assets, start of year
- $1,203,190
- Total assets, end of year
- $1,382,965
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,382,965
- Publicly traded securities
- $1,382,965
- Gross receipts
- $239,935
- Employees
- 0
- Volunteers
- 4
- Year formed
- 2016
- State of legal domicile
- IA
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GHASOUB HARB | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT J WARD | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GHASOUB HARB | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT J WARD | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GHASOUB HARB | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT J WARD | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2501 EASTERN AVE, DAVENPORT, IA 52803-2009
- In care of
- % GHASOUB HARB & ROBERT JACK SCOTT
- Principal officer (990 for 2025)
- ROBERT S WARD, 1316 W 49TH ST, DAVENPORT, IA 52806
- Signed the 990
- ROBERT J WARD, CO-TRUSTEE
- Phone
- (563) 324-5121
- Return prepared by
- ROLING TAX
Mission
TRUST WAS FORMED TO RECEIVE, MAINTAIN, AND ADMINISTER FUNDS WHICH IT RECEIVES FROM A NONPROFIT CEMETERY ASSOCIATION PURSUANT TO IOWA CODE CHAPTER 523I.
Program accomplishments
- TRUST WAS FORMED TO RECEIVE, MAINTAIN, AND ADMINISTER FUNDS WHICH IT RECEIVES FROM A NONPROFIT CEMETERY ASSOCIATION PURSUANT TO IOWA CODE CHAPTER 523I, WHICH REQUIRES THAT A PORTION OF PAYMENTS RECEIVED BY A CEMETERY FOR THE PERPETUAL CARE OF INTERMENT RIGHTS BE PLACED IN TRUST AND DEPOSITED WITH A QUALIFIED TRUSTEE.Expenses $60,160 · grants $60,160
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-6559366
- Tax-exempt status
- 501(c)(13): Cemetery company
- Donations deductible (Pub 78)
- Organization other than a public charity or private foundation
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y50)
- Assets (IRS master file)
- $1,382,965
- Income (IRS master file)
- $239,935
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $239,935 | $60,160 | $1,382,965 | XML |
| 990 | December 2024 | $208,066 | $50,000 | $1,203,190 | XML |
| 990 | December 2023 | $247,832 | $80,438 | $1,045,124 | XML |
| 990 | December 2022 | -$184,229 | $0 | $877,730 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 20-6559366).
Questions about OAKDALE MEMORIAL GARDENS PERPETUAL CARE TR
- What is the EIN of OAKDALE MEMORIAL GARDENS PERPETUAL CARE TR?
- The employer identification number (EIN) of OAKDALE MEMORIAL GARDENS PERPETUAL CARE TR is 20-6559366.
- Is OAKDALE MEMORIAL GARDENS PERPETUAL CARE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(13) since 2019.
- Are donations to OAKDALE MEMORIAL GARDENS PERPETUAL CARE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation).
- Which annual return does OAKDALE MEMORIAL GARDENS PERPETUAL CARE TR 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 OAKDALE MEMORIAL GARDENS PERPETUAL CARE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAKDALE MEMORIAL GARDENS PERPETUAL CARE TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of OAKDALE MEMORIAL GARDENS PERPETUAL CARE TR?
- The 990 for the year ended December 31, 2025 names ROBERT S WARD.
- Who are the officers and directors of OAKDALE MEMORIAL GARDENS PERPETUAL CARE TR?
- The 990 for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does OAKDALE MEMORIAL GARDENS PERPETUAL CARE TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $239,935, expenses of $60,160 and total assets of $1,382,965 at year end.
Other nonprofits in DAVENPORT
- DAVENPORT COMMUNITY SCHOOL DISTRICT VEBA TRUST EIN 47-2311877 · last filed 990 for 2025
- ELECTA GRAND CHAPTER O E S P H A EASTERN STAR EIN 42-1119933 · last filed 990-EZ for 2026
- ELECTA O E S P H A EASTERN STAR EIN 27-2634752 · last filed 990-EZ for 2026
- DAVENPORT JEWISH CEMETERY ON FAIRMONT ASSOCIATION EIN 20-0298136 · last filed 990-N for 2025
- GENESIS HEALTH SYSTEM EIN 42-1418847 · last filed 990 for 2025
- ST AMBROSE UNIVERSITY EIN 42-0703280 · last filed 990 for 2025
- PALMER COLLEGE FOUNDATION EIN 42-6081293 · last filed 990 for 2025
- IMPACTLIFE EIN 42-0859501 · last filed 990 for 2025
All nonprofits in DAVENPORT · Iowa · Mutual and membership benefit