Civic Intelligence

Sherwood Memorial Park Equity Trust

EIN 54-6132315 • 501(c)13 • Glen Allen, VA

Profile

Purpose of perpetually maintaining a cemetery situated in the city of salem, va

4300 Cox RoadGlen Allen, VA 23060

n/A

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

501(c)13 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

501(c)13 • $5M-$10M nonprofits • Source year 2024

Net Margin

82nd percentile

58%

Higher net margin than 82% of similar nonprofits.

501(c)13 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$24,197

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

501(c)13 • $5M-$10M nonprofits • Source year 2024

Asset Growth

64th percentile

8.6%

Faster asset growth than 64% of similar nonprofits.

501(c)13 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

130%

Faster revenue growth than 94% of similar nonprofits.

501(c)13 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$5,666,489

Up $448,484 (+8.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,666,489

Up $448,484 (+8.6%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin82nd percentile

Revenue

Up

$779,018

Up $439,837 (+130%) from 2023

Expenses

Up

$325,445

Up $30,851 (+10%) from 2023

Net Income

Up

$453,573

Up $408,986 (+917%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,210,572Liabilities 2011: $0Net Assets 2011: $3,210,5722011Assets 2012: $3,264,026Liabilities 2012: $0Net Assets 2012: $3,264,0262012Assets 2013: $3,429,293Liabilities 2013: $0Net Assets 2013: $3,429,2932013Assets 2014: $3,653,839Liabilities 2014: $0Net Assets 2014: $3,653,8392014Assets 2015: $3,838,654Liabilities 2015: $0Net Assets 2015: $3,838,6542015Assets 2016: $4,034,913Liabilities 2016: $0Net Assets 2016: $4,034,9132016Assets 2017: $4,075,228Liabilities 2017: $0Net Assets 2017: $4,075,2282017Assets 2018: $4,401,307Liabilities 2018: $0Net Assets 2018: $4,401,3072018Assets 2019: $4,452,919Liabilities 2019: $0Net Assets 2019: $4,452,9192019Assets 2020: $4,516,564Liabilities 2020: $0Net Assets 2020: $4,516,5642020Assets 2021: $4,939,571Liabilities 2021: $0Net Assets 2021: $4,939,5712021Assets 2022: $5,178,441Liabilities 2022: $0Net Assets 2022: $5,178,4412022Assets 2023: $5,218,005Liabilities 2023: $0Net Assets 2023: $5,218,0052023Assets 2024: $5,666,489Liabilities 2024: $0Net Assets 2024: $5,666,4892024

Highlighted filing

2024

Assets$5,666,489
Liabilities$0
Net Assets$5,666,489
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $57,197Expenses 2011: $220,115Net Income 2011: -$162,9182011Revenue 2012: $262,777Expenses 2012: $209,933Net Income 2012: $52,8442012Revenue 2013: $311,352Expenses 2013: $147,230Net Income 2013: $164,1222013Revenue 2014: $463,409Expenses 2014: $242,436Net Income 2014: $220,9732014Revenue 2015: $404,191Expenses 2015: $219,437Net Income 2015: $184,7542015Revenue 2016: $426,001Expenses 2016: $227,734Net Income 2016: $198,2672016Revenue 2017: $268,125Expenses 2017: $228,103Net Income 2017: $40,0222017Revenue 2018: $527,703Expenses 2018: $200,959Net Income 2018: $326,7442018Revenue 2019: $240,836Expenses 2019: $189,402Net Income 2019: $51,4342019Revenue 2020: $315,453Expenses 2020: $251,571Net Income 2020: $63,8822020Revenue 2021: $690,769Expenses 2021: $264,981Net Income 2021: $425,7882021Revenue 2022: $519,139Expenses 2022: $277,774Net Income 2022: $241,3652022Revenue 2023: $339,181Expenses 2023: $294,594Net Income 2023: $44,5872023Revenue 2024: $779,018Expenses 2024: $325,445Net Income 2024: $453,5732024

Highlighted filing

2024

Revenue$779,018
Expenses$325,445
Net Income$453,573
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$5,666,489
Liabilities
$0
Net assets
$5,666,489
Revenue
$779,018
Expenses
$325,445
Net income
$453,573
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.78$0.33$0.45
2023Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.34$0.29$0.04
2022Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.52$0.28$0.24
2021Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.69$0.26$0.43
2020Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.32$0.25$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.24$0.19$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.53$0.20$0.33
2017Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.27$0.23$0.04
2016Summary only. Only limited summary data is available for this year.$4.03$0.00$4.03$0.43$0.23$0.20
2015Summary only. Only limited summary data is available for this year.$3.84$0.00$3.84$0.40$0.22$0.18
2014Summary only. Only limited summary data is available for this year.$3.65$0.00$3.65$0.46$0.24$0.22
2013Summary only. Only limited summary data is available for this year.$3.43$0.00$3.43$0.31$0.15$0.16
2012Summary only. Only limited summary data is available for this year.$3.26$0.00$3.26$0.26$0.21$0.05
2011Summary only. Only limited summary data is available for this year.$3.21$0.00$3.21$0.06$0.22$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 14, 2025
Return Version
2024v5.1
Gross Receipts
$1,878,654
Mission and Program Overview

Mission

Purpose of perpetually maintaining a cemetery situated in the city of salem, va

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,838,029$5,184,222▲ $346,193
Savings and Temporary Cash Investments$379,976$482,267▲ $102,291
Total Assets$5,218,005$5,666,489▲ $448,484
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,218,005$5,666,489▲ $448,484
Total Net Assets Fund Balance$5,218,005$5,666,489▲ $448,484
Total Liabilities and Net Assets / Fund Balance$5,218,005$5,666,489▲ $448,484
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseTotal
Susan MiniTrustee$24,197$24,197

Board Members and Trustees

NameTitle
-CEO/president
Revenue and Support

Revenue Composition

Contributions and Grants
$27,393
Program Service Revenue
$0
Investment Income
$655,027
Other Revenue
$96,598
All Other Contributions
$27,393
Change in Net Assets
$453,573
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$264,643
Other Expenses$36,605
Salaries, Compensation, and Employee Benefits$24,197
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$264,643--$264,643
Fees for Service Investment Mgmnt Fees-$33,404-$33,404
Current Officers, Directors, Trustees, and Key Employees-$24,197-$24,197
Fees for Services Other$2,786$415-$3,201
Total Functional Expenses$267,429$58,016$0$325,445
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Perpetual Care Fund for SherwoodSalem, VA501 (c) (13)-$264,643
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

“Atltantic union bank, as trustee, keeps written copies of actions.”

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

“The governing body is the sherwood memorial park board of directors.”

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

“Form 990 is reviewed by the board of directors and atlantic union bank.”

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

“Organization is monitored by atlantic union bank, and compliance with the policy is enforced by the sherwood memorial park board of directors. Written funds and requests are presented to union for distribution with appropriate authorizations. These requests are kept in the trustee account files.”

Form 990, Page 6, Part VI, Line 18

“VIA GUIDESTAR”

Form 990, Page 6, Part VI, Line 19

“No documents are made available to the public.”

Filing and Contact Details

Filer

Filer Name
Sherwood Memorial Park Equity Trust
EIN
54-6132315
Phone
5403816725
Address
4300 COX ROAD, GLEN ALLEN, VA 23060

Signing Officer

Name
Stuart Blain
Title
President
Phone
5403816725
Signed
2025-04-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Atlantic Union Bank
Formed
1996
Legal Domicile
Va
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Reliance Integrated Solutions LLC
Address
4900 W BROWN DEER RD, BROWN DEER, WI 53223
Preparer
Steven M Mccormick
Phone
3026089908
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Timing Difference $ 5,089.68”

Raw XML Appendix275 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/ActivitiesConductedPrtshpInd0false
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IRS990/AllOtherContributionsAmt027393
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ATLANTIC UNION BANK
IRS990/BooksInCareOfDetail/PhoneNum05403816725
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04300 COX ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0GLEN ALLEN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd023060
IRS990/BusinessRlnWith35CtrlEntInd0false
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IRS990/CollectionsOfArtInd0false
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt024197
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt027393
IRS990/CYGrantsAndSimilarPaidAmt0264643
IRS990/CYInvestmentIncomeAmt0655027
IRS990/CYOtherExpensesAmt036605
IRS990/CYOtherRevenueAmt096598
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0453573
IRS990/CYSalariesCompEmpBnftPaidAmt024197
IRS990/CYTotalExpensesAmt0325445
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0779018
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PERPETUAL CARE FUND FOR SHERWOOD
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt0264643
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0415
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02786
IRS990/FeesForServicesOtherGrp/TotalAmt03201
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt033404
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt033404
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0ATLANTIC UNION BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0SUSAN MINI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt024197
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CEO/PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd0true
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0463428
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0264643
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0264643
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01563064
IRS990/GrossReceiptsAmt01878654
IRS990/GrossRentsGrp/RealAmt096598
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0191599
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0191599
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04838029
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05184222
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01099636
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PURPOSE OF PERPETUALLY MAINTAINING A CEMETERY SITUATED IN THE CITY OF SALEM, VA
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05218005
IRS990/NetAssetsOrFundBalancesEOYAmt05666489
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0463428
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0463428
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt096598
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt096598
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05218005
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05666489
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-5089
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ATLANTIC UNION BANK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt028748
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0237745
IRS990/PYInvestmentIncomeAmt0214765
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IRS990/PYOtherRevenueAmt095668
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IRS990/PYTotalExpensesAmt0294594
IRS990/PYTotalRevenueAmt0339181
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0453573
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt096598
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0379976
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0482267
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0264643
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (c) (13)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Perpetual Care Fund for Sherwood
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0C/O Susan Mini CEO/President
IRS990ScheduleI/RecipientTable/RecipientEIN0546132315
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0P O Box 30
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Salem
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd024153
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE USE OF GRANT FUNDS IS MONITORED BY THE SHERWOOD MEMORIAL PARK BOARD OF DIRECTORS AND BY ATLANTIC UNION BANK.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ATLTANTIC UNION BANK, AS TRUSTEE, KEEPS WRITTEN COPIES OF ACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY IS THE SHERWOOD MEMORIAL PARK BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AND ATLANTIC UNION BANK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION IS MONITORED BY ATLANTIC UNION BANK, AND COMPLIANCE WITH THE POLICY IS ENFORCED BY THE SHERWOOD MEMORIAL PARK BOARD OF DIRECTORS. WRITTEN FUNDS AND REQUESTS ARE PRESENTED TO UNION FOR DISTRIBUTION WITH APPROPRIATE AUTHORIZATIONS. THESE REQUESTS ARE KEPT IN THE TRUSTEE ACCOUNT FILES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4VIA GUIDESTAR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Timing Difference $ 5,089.68
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 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05218005
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04300 COX ROAD
IRS990/USAddress/CityNm0GLEN ALLEN
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd023060
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART BLAIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05403816725
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERWOOD MEMORIAL PARK EQUITY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0546132315
ReturnHeader/Filer/PhoneNum05403816725
ReturnHeader/Filer/USAddress/AddressLine1Txt04300 COX ROAD
ReturnHeader/Filer/USAddress/CityNm0GLEN ALLEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023060
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481248384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RELIANCE INTEGRATED SOLUTIONS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04900 W BROWN DEER RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROWN DEER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053223
ReturnHeader/PreparerPersonGrp/PhoneNum03026089908
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN M MCCORMICK
ReturnHeader/ReturnTs02025-04-30T17:01:23-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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