Civic Intelligence

Oakwood Cemetery Association Trust

EIN 16-6022422 • 501(c)13 • Dallas, TX

Profile

Establish permanent trust fund to devote in perpetuity to the care of the oakwood cemetery in east aurora, erie county, new york

PO Box 653067Dallas, TX 75265-3067

none

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)13 • $1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-918%

Higher net margin than 1% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$0

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)13 • $1M-$5M nonprofits • Source year 2024

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

363%

Faster revenue growth than 98% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,343,991 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $1,343,991 (-100%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin1st percentile

Revenue

Up

$146,453

Up $114,839 (+363%) from 2023

Expenses

Up

$1,491,173

Up $1,464,073 (+5402%) from 2023

Net Income

Down

-$1,344,720

Down $1,349,234 (-29890%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth1st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2014: $924,058Liabilities 2014: $0Net Assets 2014: $924,0582014Assets 2015: $1,020,020Liabilities 2015: $0Net Assets 2015: $1,020,0202015Assets 2016: $1,023,493Liabilities 2016: $0Net Assets 2016: $1,023,4932016Assets 2017: $1,114,337Liabilities 2017: $0Net Assets 2017: $1,114,3372017Assets 2018: $1,128,054Liabilities 2018: $0Net Assets 2018: $1,128,0542018Assets 2019: $1,137,672Liabilities 2019: $0Net Assets 2019: $1,137,6722019Assets 2020: $1,168,032Liabilities 2020: $0Net Assets 2020: $1,168,0322020Assets 2021: $1,404,058Liabilities 2021: $0Net Assets 2021: $1,404,0582021Assets 2022: $1,340,024Liabilities 2022: $0Net Assets 2022: $1,340,0242022Assets 2023: $1,343,991Liabilities 2023: $0Net Assets 2023: $1,343,9912023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2014: $56,708Expenses 2014: $53,154Net Income 2014: $3,5542014Revenue 2015: $119,346Expenses 2015: $24,595Net Income 2015: $94,7512015Revenue 2016: $25,500Expenses 2016: $23,372Net Income 2016: $2,1282016Revenue 2017: $116,516Expenses 2017: $23,079Net Income 2017: $93,4372017Revenue 2018: $36,359Expenses 2018: $24,167Net Income 2018: $12,1922018Revenue 2019: $37,439Expenses 2019: $25,154Net Income 2019: $12,2852019Revenue 2020: $57,651Expenses 2020: $27,047Net Income 2020: $30,6042020Revenue 2021: $261,503Expenses 2021: $26,934Net Income 2021: $234,5692021Revenue 2022: -$36,779Expenses 2022: $27,312Net Income 2022: -$64,0912022Revenue 2023: $31,614Expenses 2023: $27,100Net Income 2023: $4,5142023Revenue 2024: $146,453Expenses 2024: $1,491,173Net Income 2024: -$1,344,7202024

Highlighted filing

2024

Revenue$146,453
Expenses$1,491,173
Net Income-$1,344,720
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$146,453
Expenses
$1,491,173
Net income
-$1,344,720
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.15$1.49$1.34
2023Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.03$0.03$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.04$0.03$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.26$0.03$0.23
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.06$0.03$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.04$0.03$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.04$0.02$0.01
2017Summary only. Only limited summary data is available for this year.$1.11$0.00$1.11$0.12$0.02$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.03$0.02$0.00
2015Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$0.12$0.02$0.09
2014Summary only. Only limited summary data is available for this year.$0.92$0.00$0.92$0.06$0.05$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 27, 2025
Return Version
2024v5.1
Gross Receipts
$1,464,882
Mission and Program Overview

Mission

Establish permanent trust fund to devote in perpetuity to the care of the oakwood cemetery in east aurora, erie county, new york

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,343,991$0▼ $1,343,991
Investments in Publicly Traded Securities$1,318,174--
Savings and Temporary Cash Investments$25,817$0▼ $25,817
Total Assets$1,343,991$0▼ $1,343,991
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,343,991$0▼ $1,343,991
Total Liabilities and Net Assets / Fund Balance$1,343,991$0▼ $1,343,991
Compensation and Service Providers
Top Officer Pay60th percentile

Board Members and Trustees

NameTitle
Bank of America N aTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$146,453
Other Revenue
$0
Change in Net Assets
$-1,344,720
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,490,876
Other Expenses$297
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,490,876--$1,490,876
All Other Expenses$297--$297
Total Functional Expenses$1,491,173$0$0$1,491,173
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“When decisions are made, they are documented in the permanent record”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“THERE ARE NO COMMITTEES”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“This organization is formed as a trust under state law, and bank of america is the institutional trustee. The form 990 is prepared by bank of america tax professionals under the direct supervision of a corporate officer. Thus, the form 990 is reviewed prior to filing by an officer of the bank, the sole trustee of the trust.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Annual statement by all institutional trustee employees are signed and documented”

FORM 990, PAGE 6, PART VI, LINE 15A

“Not applicable - trust has a corporate trustee.”

FORM 990, PAGE 6, PART VI, LINE 15B

“Not applicable - trust has a corporate trustee.”

Form 990, Page 6, Part VI, Line 18

“Upon request - see contact information for organization records and books below.”

Form 990, Page 6, Part VI, Line 19

“The trust and / or the bank as institutional trustee makes it goverance documents, conflicts of interest policy and financial statements available to the public as required by federal and state laws.”

Filing and Contact Details

Filer

Filer Name
Oakwood Cemetery Association Trust
EIN
16-6022422
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-03-27

Organization Details

Formed
1920
Legal Domicile
Ny
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Ctf adjustment $556; income adjustment $177; rounding $(4)”

Raw XML Appendix296 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AllOtherExpensesGrp/ProgramServicesAmt0297
IRS990/AllOtherExpensesGrp/TotalAmt0297
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BANK OF AMERICA NA
IRS990/BooksInCareOfDetail/PhoneNum08888663275
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 653067
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0752653067
IRS990/BusinessRlnWith35CtrlEntInd0false
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IRS990/ConservationEasementsInd0false
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IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
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IRS990/CYInvestmentIncomeAmt0146453
IRS990/CYOtherExpensesAmt0297
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-1344720
IRS990/CYSalariesCompEmpBnftPaidAmt00
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IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0146453
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0FOR THE CARE OF THE BUFFALO CITY CEMETERY
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt01490976
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01920
IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0146128
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt01490876
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01490876
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01490876
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01464557
IRS990/GrossReceiptsAmt01464882
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0325
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0325
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01318174
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01318429
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ESTABLISH PERMANENT TRUST FUND TO DEVOTE IN PERPETUITY TO THE CARE OF THE OAKWOOD CEMETERY IN EAST AURORA, ERIE COUNTY, NEW YORK
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01343991
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0146128
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0729
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/Desc1NY AG FILING FEE
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0BANK OF AMERICA NA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0GRAVE SITES SALES
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt022448
IRS990/PYInvestmentIncomeAmt031614
IRS990/PYOtherExpensesAmt02052
IRS990/PYRevenuesLessExpensesAmt04514
IRS990/PYSalariesCompEmpBnftPaidAmt02600
IRS990/PYTotalExpensesAmt027100
IRS990/PYTotalRevenueAmt031614
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-1344720
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01343991
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt025817
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc2CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc3CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc4CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0BUFFALO CITY CEMETERY INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt1BUFFALO CITY CEMETERY INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt2BUFFALO CITY CEMETERY INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt3BUFFALO CITY CEMETERY INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt4BUFFALO CITY CEMETERY INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02024-01-09
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12024-01-10
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt22024-01-11
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt32024-02-08
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt42024-06-04
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt1185000
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt2406000
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt31336
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt440
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(13)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1501(C)(13)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt2501(C)(13)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt3501(C)(13)
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01411 DELAWARE AVENUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt11411 DELAWARE AVENUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt21411 DELAWARE AVENUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt31411 DELAWARE AVENUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt41411 DELAWARE AVENUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0BUFFALO
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1BUFFALO
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm4BUFFALO
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd2NY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd3NY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd4NY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd0142091110
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd2142091110
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd3142091110
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd4142091110
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHEN DECISIONS ARE MADE, THEY ARE DOCUMENTED IN THE PERMANENT RECORD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS ORGANIZATION IS FORMED AS A TRUST UNDER STATE LAW, AND BANK OF AMERICA IS THE INSTITUTIONAL TRUSTEE. THE FORM 990 IS PREPARED BY BANK OF AMERICA TAX PROFESSIONALS UNDER THE DIRECT SUPERVISION OF A CORPORATE OFFICER. THUS, THE FORM 990 IS REVIEWED PRIOR TO FILING BY AN OFFICER OF THE BANK, THE SOLE TRUSTEE OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL STATEMENT BY ALL INSTITUTIONAL TRUSTEE EMPLOYEES ARE SIGNED AND DOCUMENTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NOT APPLICABLE - TRUST HAS A CORPORATE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NOT APPLICABLE - TRUST HAS A CORPORATE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPON REQUEST - SEE CONTACT INFORMATION FOR ORGANIZATION RECORDS AND BOOKS BELOW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE TRUST AND / OR THE BANK AS INSTITUTIONAL TRUSTEE MAKES IT GOVERANCE DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AS REQUIRED BY FEDERAL AND STATE LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CTF ADJUSTMENT $556; INCOME ADJUSTMENT $177; ROUNDING $(4)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt01343991
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt01343991
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01491173
IRS990/TotalFunctionalExpensesGrp/TotalAmt01491173
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01343991
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01490976
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0325
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0146453
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01343991
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 653067
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0752653067
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKWOOD CEMETERY ASSOCIATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0OAKW
ReturnHeader/Filer/EIN0166022422
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-03-27T12:04:16-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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