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Nonprofiteer
← CAA CEMETERY FUND INC

Form 990 for tax year 2024

Filed by CAA CEMETERY FUND INC.

Totals

Total revenue
$160,782
Total expenses
$85,974
Contributions and grants received
$377
Grants paid
$0
Program service revenue
$0
Investment income
$77,249
Other revenue
$83,156
Total assets, end of year
$1,961,092
Total liabilities, end of year
$20,119
Net assets or fund balances, end of year
$1,940,973
Program services expenses (Part IX)
$75,579
Management and general expenses
$10,395
Fundraising expenses
$0
Program service expenses (Part III)
$75,579

Program services were 87.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $377

  • 3 · Investment income

    total $49,638 · excluded $49,638

  • 7a · Gross sales of assets other than inventory

    securities $80,641

  • 7b · Less cost or other basis and sales expenses

    securities $53,030

  • 7c · Gain or loss

    securities $27,611

  • 7d · Net gain or loss

    total $27,611 · related or exempt $27,611

  • 11a · Other revenue: CEMETERY INCOME

    total $83,156 · related or exempt $83,156

  • 11e · Other revenue, total

    $83,156

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $10,395 · management and general $10,395

  • 21 · Payments to affiliates

    total $70,664 · program services $70,664

  • 24a · Other expenses: LICENSE & FEES

    total $4,915 · program services $4,915

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $103,904 · end of year $26,974

  • 11 · Investments: publicly traded securities

    beginning of year $1,640,620 · end of year $1,903,463

  • 12 · Investments: other securities

    beginning of year $30,000 · end of year $30,000

  • 15 · Other assets

    beginning of year $935 · end of year $655

  • 17 · Accounts payable and accrued expenses

    end of year $2,453

  • 25 · Other liabilities

    beginning of year $17,618 · end of year $17,666

  • 27 · Net assets without donor restrictions

    beginning of year $1,757,018 · end of year $1,940,318

  • 28 · Net assets with donor restrictions

    beginning of year $823 · end of year $655

Mission and programs · 2024

Mission

TO BE ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF CONGREGATION AGUDAS ACHIM, AND THE CORPORATION IS EXPRESSLY NOT PERMITTED TO ENGAGE IN ACTIVITIES WHICH ARE NOT IN FURTHERANCE OF THESE PURPOSES. CONGREGATION AGUDAS ACHIM IS AN ORGANIZATION EXEMPT UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE.

Activities or mission (Part I)

TO BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, AND TO PERFORM THE CHARITABLE FUNCTIONS/PURPOSES OF CONGREGATION AGUDAS ACHIM WHICH IS A RELIGIOUS, CHARITABLE ORGANIZATION EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.

  • PROVIDED CEMETERY MAINTENANCE/MANAGEMENT AND INVESTMENT MANAGEMENT SERVICES ON BEHALF OF CONGREGATION AGUDAS ACHIM 501(C)(3) RELIGIOUS NOT FOR PROFIT ORGANIZATION.

    Expenses $75,579

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Michael Kelne

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Craig Berkowitch

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Robi Jalnos

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Barbie Scharff-Zeldes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Dr Richard Throner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
19 May 2025
IRS schema version
2024v5.1
Source object
202511419349300316

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