Form 440-2929 "Irreducible Fund Cemetery Annual Report" - Oregon

What Is Form 440-2929?

This is a legal form that was released by the Oregon Department of Consumer and Business Services - a government authority operating within Oregon. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on February 1, 2017;
  • The latest edition provided by the Oregon Department of Consumer and Business Services;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a printable version of Form 440-2929 by clicking the link below or browse more documents and templates provided by the Oregon Department of Consumer and Business Services.

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Download Form 440-2929 "Irreducible Fund Cemetery Annual Report" - Oregon

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Oregon Department of Consumer and Business Services
Division of Financial Regulation
350 Winter St. NE, Room 410, Salem, Oregon 97301-3881
Mailing address: P.O. Box 14480, Salem, OR 97309-0405
503-378-4140 • Fax: 503-947-7862
dfr.oregon.gov
IRREDUCIBLE FUND CEMETERY
ANNUAL REPORT
Instructions for annual report
The following instructions pertain to the annual report to be filed with the director of the Department
of Consumer and Business Services, as required by ORS 97.665(2). This report is only for the irreducible fund. Do not
include information about any other cemetery operations.
The information requested must accurately show the financial condition of the trust as of year end. The statute authorizes
the DCBS director to require further reports deemed necessary.
Due date
ORS 97.665(2) requires irreducible fund annual report to be filed on or before April 15 of each year. Annual reports must
be filed with the Division of Financial Regulation using the mailing address above.
Other documents to be filed
A copy of the corporation’s bylaws establishing the irreducible fund and a current copy of any trust or custodial
agreement must be filed with this report if there have been any changes during the year.
dfr.mail@oregon.gov
Questions?
503-378-4140
Page 1 of 3
440-2929 (2/17/COM)
Oregon Department of Consumer and Business Services
Division of Financial Regulation
350 Winter St. NE, Room 410, Salem, Oregon 97301-3881
Mailing address: P.O. Box 14480, Salem, OR 97309-0405
503-378-4140 • Fax: 503-947-7862
dfr.oregon.gov
IRREDUCIBLE FUND CEMETERY
ANNUAL REPORT
Instructions for annual report
The following instructions pertain to the annual report to be filed with the director of the Department
of Consumer and Business Services, as required by ORS 97.665(2). This report is only for the irreducible fund. Do not
include information about any other cemetery operations.
The information requested must accurately show the financial condition of the trust as of year end. The statute authorizes
the DCBS director to require further reports deemed necessary.
Due date
ORS 97.665(2) requires irreducible fund annual report to be filed on or before April 15 of each year. Annual reports must
be filed with the Division of Financial Regulation using the mailing address above.
Other documents to be filed
A copy of the corporation’s bylaws establishing the irreducible fund and a current copy of any trust or custodial
agreement must be filed with this report if there have been any changes during the year.
dfr.mail@oregon.gov
Questions?
503-378-4140
Page 1 of 3
440-2929 (2/17/COM)
Oregon Department of Consumer and Business Services
Division of Financial Regulation
350 Winter St. NE, Rm. 410, Salem, Oregon 97301-3881
Mailing address: P.O. Box 14480, Salem, OR 97309-0405
503-378-4140 • Fax: 503-947-7862
http://dfcs.oregon.gov
IRREDUCIBLE FUND CEMETERY ANNUAL REPORT
As required by ORS 97.665(2)
Fiscal year covered by this report:
Cemetery board license no.:
Name of cemetery:
Cemetery address:
City/state/ZIP:
Corporate or business name:
Mailing address (if different):
City/state/ZIP:
Officers:
Name:
Title:
Name:
Title:
Name:
Title:
Name:
Title:
Name:
Title:
Irreducible fund investment is directed by:
Cemetery board of directors
Bank or trust company identified below:
Name:
Mailing address:
City/state/ZIP:
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440-2929 (2/17/COM)
Name of cemetery:
Irreducible fund cash flow transactions
Fund balance, beginning of fiscal year ........................................................................... $
Additions to principal pursuant to bylaws ...................................................................... $
Recognized gains (losses) on investment transactions .................................................... $
Fund gross income ............................................................ $
Cemetery preservation ...................................................... $
Cemetery embellishment................................................... $
Payments on authorized debts ........................................... $
Net income added to principal ........................................................................................ $
Unrecognized investment gain (loss) at year end ........................................................... $
Fund balance, end of fiscal year ...................................................................................... $
Irreducible fund investment summary at year end
Cash and cash equivalents................................................. $
Bonds ............................................................................... $
Securities .......................................................................... $
Mortgages ......................................................................... $
Other:
$
Fund balance, end of fiscal year ...................................................................................... $
Verification of officer
I, (name)
being the (title)
of the (name of cemetery)
,
hereby affirm that I have personal knowledge of the contents of the financial and statistical statements included in this
report, that the information contained herein is correct and in agreement with the financial and other records of the
cemetery, and that trust fund monies have been collected, deposited, and expended in accordance with applicable legal
requirements.
Date:
Signature:
Phone:
-
-
Fax:
-
-
Email address:
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440-2929 (2/17/COM)
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