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Nonprofit · EIN 82-5422914

HISTORIC OAKWOOD CEMETERY FOUNDATION

Tax-exempt · RALEIGH, NC 27601

Financials

$3.1M$53K2024
Revenue Expenses · by fiscal year end
Financials of HISTORIC OAKWOOD CEMETERY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,074,505$53,431$3,021,074$3,055,422$0$3,055,422
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$3,065,385
Program service revenue
$0
Investment income
$9,120
Other revenue
$0

Expenses

Grants and similar amounts paid
$48,835
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$53,431

Balance sheet and other

Total assets, start of year
$34,348
Total assets, end of year
$3,055,422
Total liabilities, end of year
$0
Net assets, end of year
$3,055,422
Gross receipts
$3,074,505
Employees
0
Volunteers
6
Year formed
2018
State of legal domicile
NC

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 orgs
ROBIN SIMONTONEXECUTIVE DIRECTOR
Officer
1$0$152,431
JOHN R BRATTONPRESIDENT
Trustee or director, Officer
1$0$0
JODY MOORESECRETARY
Trustee or director, Officer
1$0$0
JIMMY GLOVERTREASURER
Trustee or director, Officer
1$0$0
S MONTGOMERY WHITE JRBOARD MEMBER
Trustee or director
1$0$0
CHARLES WINSTONBOARD MEMBER
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
701 OAKWOOD AVE, RALEIGH, NC 27601-1161
In care of
% RAY D MUNFORD JR
Mailing address (990-N for 2023)
701 OAKWOOD AVE, RALEIGH NC 27601
Principal officer (990 for 2024)
JOHN R BRATTON, 701 OAKWOOD AVENUE, RALEIGH, NC 27601
Principal officer (990-N for 2023)
ROBIN SIMONTON, 701 OAKWOOD AVE, RALEIGH NC 27601
Signed the 990
JIMMY GLOVER, TREASURER
Phone
(919) 832-6077
Return prepared by
BATCHELOR TILLERY & ROBERTS LLP

Mission

OPERATION OF THE HISTORIC OAKWOOD CEMETERY

990 for the year ended December 31, 2024

Program accomplishments

  • OPERATION OF THE HISTORIC OAKWOOD CEMETERY
    Expenses $53,431 · grants $48,835 · revenue $9,120

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-N on file

IRS record

EIN
82-5422914
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2019
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$3,055,422
Income (IRS master file)
$3,074,505

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,074,505$53,431$3,055,422XML
990-N for 2023
Officer: ROBIN SIMONTON
December 31, 2023≤ $50,000 receipts––e-Postcard
990-N for 2022
Officer: JOHN BRATTON
December 31, 2022≤ $50,000 receipts––e-Postcard
990-N for 2020
Officer: ROBIN SIMONTON
December 31, 2020≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: ROBIN SIMONTON
December 31, 2019≤ $50,000 receipts––e-Postcard

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 82-5422914).

Questions about HISTORIC OAKWOOD CEMETERY FOUNDATION

What is the EIN of HISTORIC OAKWOOD CEMETERY FOUNDATION?
The employer identification number (EIN) of HISTORIC OAKWOOD CEMETERY FOUNDATION is 82-5422914.
Is HISTORIC OAKWOOD CEMETERY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to HISTORIC OAKWOOD CEMETERY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HISTORIC OAKWOOD CEMETERY FOUNDATION 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 HISTORIC OAKWOOD CEMETERY FOUNDATION 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 HISTORIC OAKWOOD CEMETERY FOUNDATION 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 HISTORIC OAKWOOD CEMETERY FOUNDATION?
The 990 for the year ended December 31, 2024 names JOHN R BRATTON.
Who are the officers and directors of HISTORIC OAKWOOD CEMETERY FOUNDATION?
The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does HISTORIC OAKWOOD CEMETERY FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,074,505, expenses of $53,431 and total assets of $3,055,422 at year end.

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