ANDREW M. CUOMO DIVISION OF CEMETERIES GOVERNOR STATE OF NEW YORK DEPARTMENT OF STATE CEMETERY BOARD 123 W ILLIAM S TREET R OSANNA R OSADO NEW YORK, NY 10038 SECRETARY OF STATE CHAIR TELEPHONE: (212) 417-5713 FAX: (212) 417-2322 LETITIA JAMES WWW.DOS.NY.GOV ATTORNEY GENERAL DR. HOWARD A. ZUCKER COMMISSIONER OF HEALTH

TO: NEW YORK STATE CEMETERY BOARD

FROM: LEWIS A. POLISHOOK, Director

CC: ANTONIO MILILLO, Counsel

DATE: JULY 22, 2020

RE: PINELAWN MEMORIAL PARK, NO. 52-044 INSTALLATION OF LAWN CRYPTS

By application dated July 8, 2020, Pinelawn Memorial Park (the Cemetery) seeks confirmation that the New York State Cemetery Board does not object to its application to develop additional lawn crypts adjacent to a section of lawn crypts approved by the New York State Cemetery Board on December 11, 2018.

The Cemetery is the largest regulated cemetery in New York. It consists of 786 acres spanning Wellwood Avenue, and is located in the Town of Babylon, in Suffolk County. It has a series of mausoleum buildings, but is primarily a memorial park, although it also has lawn crypt sections and sections with upright markers. The cemetery appears to be in compliance with all Division regulations; the cemetery is consistently well-maintained and generates few lot owner complaints.

The Cemetery maintains a conflict of interest policy. No related parties are involved in this transaction. An excerpt from the Cemetery’s most recent 990 showing compensation is included as an exhibit.

Summary of Recommendation

The Division recommends approval of the project. The cemetery has a demonstrated track record of selling such burial spaces profitably, and has built them before, so it is familiar with the additional engineering requirements of lawn crypts.

Exhibits

A. July 19, 2020 Report of Senior Accountant Vince Gimondo B. July 8, 2020 application by cemetery, attaching: 1. Minutes approving the project 2. Photos of current conditions 3. Map of Cemetery and Location of Project 4. Construction Project Budget 5. Cemetery Financial Reports 6. Specifications for Lawn Crypts 7. Conflict of Interest Policy

1

OVERVIEW OF FINANCES

As the accompanying memorandum of Senior Accountant Vincent Gimondo indicates, the Cemetery estimates the total cost of the project at $483,500, and projects a return on sales, net of expenses, of $3,843,000 (note that this includes contributions to the PM Fund from these sales). The Cemetery anticipates turning a profit in approximately two years and selling out this section in six years. Unfortunately, the Cemetery reports that the Covid-19 pandemic has increased demand.

THE PROJECT

The proposed lawn crypts are at the far western edge of the Cemetery; they are in the same general vicinity, but a little past, a section of lawn crypts installed 18 months ago.

The Cemetery reports increased sales this year, presumably as a result of the Covid-19 pandemic. Ferncliff lawn crypt sales have been as follows:

Year Sale 2017 1,231 2018 1,222 2019 1,162 2020 (as of 591 (1,481 5/31) annualized)

The current project will add 700 lawn crypts to inventory.

Unlike the recent lawn crypt installation at Ferncliff, this area will appear like any other memorial park section when completed; as with previous lawn crypt projects at the Cemetery, there will be minimal landscaping and no additional embellishments.

COMPLIANCE WITH 19 NYCRR SECTION 201.17

19 NYCRR §201.17(b)(1) (source of funds): The Cemetery will finance the project from its General Fund. As of December 31, 2019, the Cemetery had $15298,498 (at cost) in its General Fund.

19 NYCRR §201.17(b)(2) (method of drainage; results of percolation test): Per the June 9, 2020 report of Thomas E. Murray, P.E. (part of Exhibit 6 to the Application), the existing soils in this portion of the Cemetery are “free draining with excellent drainage characteristics” and that “[t] he percolation tests show that 5” of water will drain in 32 seconds to 3 minute. 24 seconds. These areas exhibit good drainage capabilities.” A further description of the percolation tests performed can be found in the report.

19 NYCRR § 201.17(b)(3) (certification): The manufacturer of the lawn crypts, Creter Vault Corp., have certified that the lawn crypts meet the design and performance standards of 19 NYCRR § 201.17(c). Exh. 6, certification dated June 4, 2020.

19 NYCRR § 201.17(c): Per the February 20, 2013 report of John Harrison, P.E. (note that the lawn crypt product is unchanged since 2013 so the manufacturer’s engineer has not prepared a new report on the product), the project meets the design and performance standards specified by this subparagraph. More particularly: 1. The concrete will have a strength of at least 5,000 psi at the end of 28 days, exceeding the required 4,500 psi. 2. As certified by the manufacturer, entrained air will be five percent to nine percent by volume.

2

3. Per the Harrison report sheets 2, 4 and 7, the live and dead load requirements of 19 NYCRR § 201.17(c)(3) are satisfied. 4. Per the Harrison report sheet 11 and 12, the standards for lateral earth pressure loads are satisfied.

3

EXHIBIT A ANDREW M. CUOMO DIVISION OF CEMETERIES GOVERNOR STATE OF NEW YORK DEPARTMENT OF STATE CEMETERY BOARD O NE C OMMERCE P LAZA R OSSANA R OSADO 99 W ASHINGTON A VENUE SECRETARY OF STATE CHAIR ALBANY, NY 12231-0001 TELEPHONE: (518) 474-6226 LETITIA JAMES FAX: (518) 473-0876 ATTORNEY GENERAL WWW.DOS.NY.GOV DR. HOWARD A. ZUCKER COMMISSIONER OF HEALTH

MEMORANDUM

DEPARTMENT OF STATE-DIVISION OF CEMETERIES

TO: LEWIS A. POLISHOOK, Director

FROM: VINCENT GIMONDO, Senior Accountant

SUBJECT: PINELAWN MEMORIAL PARK, No. 52-044

RE: INSTALLATION OF LAWN CRYPTS

DATE: JULY 19, 2020

Summary:

By application dated July 8, 2020, Pinelawn Cemetery Association (the Cemetery), located in Suffolk County, N.Y. seeks confirmation that the New York State Cemetery Board does not object to its application to develop a section consisting of 700 lawn crypts. The total budgeted cost of the project is $483,500, funded by the cemetery’s General Fund which has a balance of $15,298,418 as of 12/31/19. This project is expected to yield $3,843,000 in sales and will provide Pinelawn with an estimated 2 years of inventory based on the prior 4 years of lawn crypt sales. The cemetery has stated that their current inventory was impacted by the Covid-19 Pandemic.

Similar applications have been presented by Pinelawn in the past. Previously approved and developed sections have sold well. There are no Permanent Maintenance loans. Pinelawn Cemetery is current with annual filings, fees, and operates each year with a large surplus.

Currently, the cemetery has a balance of $15,298,418 in its Permanent Maintenance Fund. This translates to $72,850 per acre sold (210). The per acre sold number would be higher if the market value of the PM Fund was used to make that calculation.

Cemetery assets as of December 31, 2019 @ Cost are as follows:

General Funds $ 15,298,418 Permanent Maintenance $ 68,134,833 Perpetual Care $ 573,320 Special Fund $ 8,862,774 TOTAL: $ 92,869,345

Return on Investment:

The ROI= Gain from Investment-Cost of Investment divided by the Cost of investment.

With an investment of $ 483,500, sales of $ 3,843,000, and a profit of $ 3,359,500. They expect this to recover their investment within a few months and sell out within two years. Recommendation:

Pinelawn Memorial Park is the largest cemetery in New York State. It consists of 839 acres, 209 of which are sold, 18 developed and unsold, and 612 undeveloped. Pinelawn preforms over 4000 interments per year. Officers and Directors annually sign Conflict of Interest Polices. There are no related parties involved with this application. Pinelawn is consistentely well-maintained, in compliance with all Division filing requirements. They operate in a surplus.

The current inventory of this product, which has historically sold well, is nearly depleted. Approval will give the cemetery an estimated two years of inventory. Pinelawn has provided the necessary documentation, and both financial and operational assessments indicate that this proposal will be successful. The Division recommends approval of this project. f

EXHIBIT B Providing families with peace and tranquility since 1902, a promise fulfilled U Major Renovation Application

Lawn CryptInstallation Block 7 Section 55 July 8, 2020

FF;vrrIF;i-tsi’c’NI IAIT(11. Viiicv & CLVNE. III ATTORNEYS A Nb COuN%tLLOk S AT LAW

III WsJ-jjjGiON AVENUE. SurrE 501 ALBANY. NEW YORK 12210 WEBS[TE: FWC-LAW.COM PUONE:(518)436-0786 FEATI TERSTONI 1AUG11, WILEY & CLYNE, LEP ATTORNEYS AND CDUNSSLLORS AT LAW

III WASHINGTON AVENUE. SUITE 501 ALBANY. NEW YORK 12210 WEBSITE: FWC-LAW.COM DAVID F FLEMING. JR. PHONE: (518)436-0786 Ci-TIEFOPERATrNG OFFICER FAx: (518) 427-0452 [email protected]

July 8, 2020

VIA ELECTRONIC MAIL DELIVERY Lewis Polishook, Esq., Director New York State Division of Cemeteries Department of State 99 Washington Avenue Albany, New York 12210

Re: Pinelawn Memorial Park and Arboretum (52044) COVID-19 Pandemic Request

Dear Director Polishook:

Attached please find a copy of the application of Pinelawn Memorial Park and Arboremm for the installation of 700 lawn crypts. The Cemetery’s available inventory of lawn crypts has been dramatically impacted by pandemic demand. The short construction window available to the Cemetery by the supplier/coniracior necessitates an urgent application to the State Cemetery Board for their review and consent.

All construction of this inventory space will be done utilizing a fenced in area and therefore, the project will not interfere with the operations of the Cemetery or any interments.

The total budgeted cost of the project is $483,500. This will come from the Cemetery’s General Fund and will yield $3,843,000 in sales. This development would provide two years of additional inventory.

Our finn stands ready to answer any questions you might have in order to move this project forward for final approval of the State Cemetery Board as soon as possible.

Very truly yours,

Featberstonhaugh, Wiley & dyne, LLP

David F. Fleming, Jr. PIN EIAWN MEMoRIALPm AND ARBORETUM [.AwN CRypT INvmT0RY ExTENsIoN

Project Overview:

Pinelawn has been a state leader in cemetery response during the COVID-l 9 Pandemic. Time and again, the Cemetery has been sought afier by families to assist in this crisis. The result has been a significant impact on available lawn crypt inventory. In response, Pinelawn is proposing an immediate inventory increase via the installation of 700 units to extend their available inventory by two (2) years.

The lawncrypt manufacturer and installer being utilized by Pinelawn has a very small window in order to accommodate their urgent needs.

Pinelawn has a strong record of lawncrypt sales and this project in section Block 7 Section 55 will conform to already developed areas of lawn crypt installations.

This project will talce several weeks to complete (approximately three months). The cost per unit is $691 each with installation. These units will be sold at $5,490 each for a total project. Therefore, the budgeted cost of $483,500 for this project will produce estimated sales of $3,843,000.

Payoff for this project will occur in the first year. Pinelawn Block 7 Section 55 Project Financial Overview

Development Cost: $483,500 700 units

Sales of Burial Rights: $3,843,000 $5,490/per unit x 700 units

Gross Profit: $3,359,500

Annual Return on Project

On average, Pinelawn sells approximately 550 lawn crypt units per year in this price range. Therefore, the Cemetery estimates that the project will be frilly sold in two (2) years.

Projected gross profit is as follows and as outlined in the detailed financials attached herewith:

Project Gross Total: $3,843,000 Pinelawn Memorial Park and Arboretum Major Renovation Report

Block 7 Section 55 Lawn Crypt Application

§201.16 Major Renovation Information:

Pinelawn’s Board has provided unanimous consent to submit this application relative to the construction of up to 700 additional lawn crypts at the Cemetery due to the COVID- 19 Pandemic. This project will be located in Block 7 Section 55. The Cemetery has a strong record of lawn crypt sales and the pandemic has caused a rapid decrease in existing inventory due to demand.

The proposed project is adjacent to already developed lawn crypt areas.

The following is an outline of §201.16 required information related to the scope of this project.

(c)(1): Any modification or interference with existing graves and markers, crypts, mausoleums, roadways, and pathways resulting from the project

The renovation proposed will not result in any destruction, damage to, modification or interfere with existing graves and markers. crypts, mausoleums roadways or paths. The construction area will be fenced off during the installation. Additionally, there are buffer areas between those graves not yet sold and the construction area. Once the installation is complete the area is returned to landscaped grave space.

(c)(2) Location, design, and duration of the major renovation

The location and design of the lawn crypts conform to the existing area and immediately adjacent and previously approved lawn crypt projects. The project would commence immediately following approval and would be completed within the 2020 construction season (approximately three months).

None of the construction work in this area will interfere with normal operations of the cemetery with the only exception being the excavation for the crypts themselves.

(c)(3) Financial impact on the applicant

This project will have a positive financial impact on the Cemetery generally as well as the PM fund from sales. The project estimated cost before the Board is $483,500. This project would be financed from the ample General Fund and would yield approximately two-three more years of inventory and estimated sales of $3,843,000. (c)(4) Impact on lot owners

The lawn crypt installation will not interfere with any lot owners. There will be a positive financial benefit to the overall financial condition of the Pinelawn. The estimated sales of this project are $3,843,000 on a return of investment of $483,500.

(c)(5) Appropriateness for cemetery purposes

The renovation will be very appropriate for the cemetery’s purposes as it is a continuation of existing burial inventory in a price range which is in high demand. The sales generated from this project will provide revenue for the care and maintenance of the Cemetery.

(c)(6) Any adverse impact on the surrounding community

The renovation will not have an adverse impact on the surrounding community.

(c)(7) Effect on public health and safety, the environment, or natural resources

This project will not have any potential to adversely affect the public health and safety, the environment or any natural resources.

(c)(8) Measures taken to minimize or eliminate hazards to public health and safety, the environment, or natural resources.

The implementation of this project will not have any potential to adversely affect the public health arid safety, the environment or any natural resources.

(d) Approvals and Permits

The resolution as well as the unanimous written consent of the board may be found attached as an exhibit.

Upon receipt of a favorable determination of this project by the Division for Cemeteries and the State Cemetery Board, an application will be made for any and all municipal building permits necessary for the installation of this project.

Pinelawn Memorial Park and Arboretum expects that as soon a favorable determination is received, construction would begin as soon as possible. M. (

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of Building IJNANIMOLS WRITTEN CONSENT OF THE BOARD OF DIRECTORS OF

The undersigned, being of the Board of Directors (the “Board”) of Pinelawn Cemetery (“Pinelawn), hereby consent to the adoption of the following resoiutions authorizing the action therein set forth by unanimous written consent in lieu of a forrna meeting:

WHEREAS, Pinelawn’s inventoiw of lower priced lawn crypt was depleted during the height of the CCVII)- 19 pandemic; and

WHEREAS. Pinelawn determined that it needs to add 700 new lawn crypts in order to replenish its existing inventory in order to meet the continued demand and serve the needs of the public and victims of COVID-19 pandemic; and

WHEREAS. Block 7, Section 55, is in the area of Pinelawn where lower priced inventory exists and can accommodate installation of the needed lawn crypis; and

WHEREAS. members of the Board of Directors ha\:e been presented with site plan documents and financial return projections: and

WHEREAS, the installation of lawn crypt in Block 7, Section 55, is consistent with Pinelawn’s development plans, would financially benefit Pinelawn, and sen’e the interest of the lot owners and need of the public;

WHEREAS, subject to the approval of the appropriate state agencies, Pinelawn is prepared to proceed with said lawn crypt installation,

NOW, THEREFORE, BE IT:

RESOLVED, the Board of Directors hereby authorizes the installation of the necessary lawn crypts in Block 7, Section 55, as defined in the site plan documents and financial return projections presented to the Board of Directors; and belt ffirther

RESOLVED, that one of more of the officers of Pinelawn be and each of them hereby is authorized, empowered, and directed by the Board of Directors to take all actions necessary begin immediate installation of the needed lawn crypts in Block 7, Section 55, and be it further

RESOLVED, that Pinelawn estimates that the cost for the lawn crypis is Four Hundred Eighty Three Thousand and Five Hundred Dollars (5483,500.00) for 700 lawn crypts, which amount may be impacted by any and all unforeseen circumstances, conditions, and issues, which could or may arise during the course of said installation.

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The undersigned, being of the Board of Directors (the “Board”) of Pinelawn Cemetery (“Pinelawn”),hereby consent to the adoption of the following resolutions authorizing the action thereinset forth by unanimous Titten consent in lieu of a formalmeeting:

WHEREAS, Pinelawn’s inventory ot’ lower priced lawn crypt was depleted during the height of the COVID-I9 pandemic;and

WHEREAS, Pinelawn determined that it needs to add 700 new lawn crypts in order to replenish its existing inventory in order to meet the continued demand and serve the needs of the public and victims of COVID-19 pandemic; and

WHEREAS, Block 7, Section 55, is in the area of Pinelawn where lower priced inventory exists and can accommodate installation of the needed lawn crypts; and

WHEREAS, members of the Board of Directors have been presented with site plan documents and financial return projections; and

WHEREAS, the installation of lawn crypt in Block 7, Section 55, is consistent with Pinelawn’s development plans, would financially benefit Pinelawn, and serve the interest of the lot owners and need of the public;

WHEREAS, subject to the approval of the appropriate state agencies, Pinelawn is prepared to proceed with said lawn crypt installation,

NOW, THEREFORE, BE IT:

RESOLVED, the Board of Directors hereby authorizes the installation of the necessary lawn czypts in Block 7, Section 55, as defined in the site plan documents and financial return projections presented to the Board of Directors; and be it further

RESOLVED, that one or more of the officers of Pinelawn be and each of them hereby is authorized, empowered, and directed by the Board of Directors to take all actions necessary begin immediate installation of the needed lawn crypts in Block 7, Section 55, and be it further

RESOLVED, that Pinelawn estimates that the cost for the lawn crypts is Four Hundred Eighty Three Thousand and Five Hundred Dollars ($483,500.00) for 700 lawn crypts, which amount may be impacted by any and all unforeseen circumstances, conditions, and issues, which could or may arise during the course of said installation.

This Consentmay be executed in counterparts, each of which shall be deemed an originaland all of which, when taken together, shall be deemed one and the same document.This Consent may be executedby fcsimile signatureor other electronic means. &i1’ ThiWIINESS WHEREOF, theundersignedhaveexecutedthis Consentas ofthe_day o .j,kj-44_, 2020.

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Costs

on

an

Fees

PROJECT

2020

Number

average

Number

591 1231 1222 1162

1205 1205 1205

Items

Fees

Items

as

of

Lawn

of

the

of

of

May

COST:

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previous

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Lawn

31,

$406,500 $15,000

$12,000 $50,000

Crypt

Crypt

three

Crypt

2020

7

years

Section

Sales

(1418

Sales

of

Project

$483,500

sales

Per

projected

Per

Year

55

Year*

Budget

for

2020) Exhibit 5 Cemetery Financial Reports Acres-Total Acres-Developed SIZE brief AIrs-I For crypts, BURIALS Nornoer Burials Foundations Interment Lots INCOME Dividends attacfl Otnei-specfy; ahacli Other-specify. Donations

attach

205-2135 SCHEDULE

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12/31/17

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55.469,502.30 $1

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or

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noon

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752,571.00

83,407.00

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$79522700

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$682,257.00!

$983.00

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New York Stste

.1 Departmental State NEW YORK DIVISIONOFCEMETERIES IDivision of I STATEOF One Commerce Ple - OPPORTUNITY. 99 Washington Arue Cemeteries Alban NY12231-0001 Te;ephone: iS2)4flS22E

- ‘kWW dos.ny.9ov ANNUALFINANCJALREPORT OF CEMETERYCORPORATION CEMETERIESTHATFILECPA REPORTS MUSTALSOCOMPI.ETC THIS REPORT. ATTACH ADDONAL PAG€$ IF NEECED. PART ONE - GENERAL INFORMATION

Reporting Year End Dale — Report due 90 days after end of fiscal year (March 31 for most cemetedes) DECEMBER31, 2019 Cemetery Name Genetery County PINELAWN CEMETERY SUFFOLK

Now Ycrk State — Cemetery Five Digit ID Number Fonor& ID Nunter — Nine Digit IDNumber 5 2 — 0 4 4 111190044 Maihng Address (include name if address is that of an Officer) P.O. BOX 420

Oily. Town or Village . . Zip Code FARMINGDALE NY 11735

PERSON KEEPING FINANCIALRECORDS Name and Title MeltingAddress JUSTIN D.LOCKE,PRESIDENT P.O. BOX420, FARMINGDALE, NY 11735 Telephone Nun-bar E-MailAddress (631) 249-6100 JLoci<@PINEt.wN.coM NUMBER OF BURIALS—FORMEPQRTIt4QYEAR CEMETERYLANDS—INACRES Sold - Ta Dale l;arttLcs4mult}P 21052 [ [ Number of Crernains Buried Adul Interment Fee Unsold - Developed omNYSCrnlofles 256 —-______iJnsolo - Undeveloped F Number of Crem&ns Buried Cremat;on Interment Fee 225 — 81Z08 I from Out-of-Stale Crematories Total Burials for Reporting Year Cremation Fee for Crematory J Total Acreage 838.99 —.. — - !rhL______. Number Cremations Performed Estimated BurialSpaces RemaIning.á locluding InGround, Mausoleum jandcolumbariumniches —.______INSURANCE COVERAGE — Cornniereial Crirn&Employee Dishonesty $ I .000,000.00 NOVEMBER 18,2020 •ourgo’ (). Errr.A1IONOArcOEPCJGY ‘‘L :—;Ct li;—)[N:M4i; i,1Pi-NSA LU pILi( (i-: ARCHINSURANCECO. CL6SE O PERSONS jI.aC’)-S .-,L1.) • orFrcrRs. riG.) COV€R€O NAME 0 CMRZR CheckifIhe Division has previously granted e reduction, waiver or modificalion of this requiremenT. Threctors and trustees must annually disclose any poss;ble conflictsof Interest in a wrItten statement. Check here to confirmthat your [ to your Annual Financial Report. drectors and trustees have done so. Do not attach the statements FINANCIAL STATEMENT CERTIFICATION

Tna undersigned ofLciatsof liii, i;V’. EMEtti<, - cemetery Corporadon certifyihat we have throrcjIrly reviewed this Annual rci& Report. To the bent of our knowlodge this Annual Financial Report and the cemetery’s operating are complete, accurate, free fromany misstatements and are not :,I in any respect

X/J1

j,lIt.) II I l)I Tirir Pa Nfl x T.U5r& sCNArJPF

NAL’&W) JITLS rPgrNr

Page 1 of e 003-0415 tPart I-3)’!(Rev 11119) ANNUAL

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52044

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aw, TRANSFERS

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TOTAL flNELAWN From From

c’emated way

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attach

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(gross)

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musideposil

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Contractor Funds (Res

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FROM

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its

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of

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schedule

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19

Page

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6 ANNUAL

PART Other —______

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cost ______

basis. ______

12/31/2019

18,991,19700

$ ___

18,991,197.0

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at ______

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16,298,416.00

¶5,298,418.02

End-

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Page

3

of

6 LcruEtfrrVijSlpRAuh ANNUAL

:52044 PART

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bronze —

Pa&

all

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on

2

of? OTHER 52044 PAGE3OF6 PART

Grave

Grave Crypt Bronze Land Record Town Gain Suffolk Land Bank Reservation Proceeds Fuel Insurance

Tax

(Loss)

Purchase

Lease

Inscriptions and

of

TWO

Liners DecoratIons

PINELAWN

County

Services

RECEIPTS

Babylon

Refunds Total

Credit From

Reimbursements

- on

Rental

Deposits

OPERATING

Other Treasurer

Sale

Fund

Sale

Card

Property

CEMETERY

Income

-

of

DETAIL of

-

Receipts

Reward

Pinelawn

General

Equipment

-

Tax

Town

STATEMENT -

Colonial

SCHEDULE

-

Fund

Colonial

Certificates

of

Babylon

Investments

Springs

STMT

Springs

Property

I

Taxes ____

$

3,270009.00

1,108,579.00

854,670.00 406,040.00

438269.00 122,319.00 379,532.00 114,984.00

103,865.00

32,970.00

51,400.00 36,35600 32,857.00

796.00

25.00 52044 PART PAGE Advertising-Land OTHER Advertising Advertising

Payroll Repurchases

Materials,

Association Directors’ Pre-Need Office Guard Mausoleum Security Professional

Lawn Land interment Land Distribut,ons Features Administrative Lawn Mausoleum Town Interest Town Investment Land Repayment

Union Payroll Union Union Retirement Insurance Payments Non-Union Grave Allocable Entombments Interments Bronze Current Grave Crypt Development

TWO

Sales- Acquisition

3

Crypts

Purchase Crypt

Expense PINELAWN of of

booth Related

DISBURSEMENTS

OF

Expense

Welfare Inscriptions 401K Supplemental

Babylon Babylon

Liners Decorations

Taxes & Supplies

Total Bronze

Tax

- -

Maintenance

- 6

Management Audit Dues

Sales Construction Mausoleum

Lawn

of Sales

Items

OPERATING

Fees of

to Under

Refunds

401K

Plan

Matching

Expenses: Sank Expense

Deeded

Cthe Land

Fund

Costs Benefits

As Committee Property Plaques Property

crypt

- -

CEMETERY

&

Funding

Matching Refunds Deferred

Refunds

Loan Allocated

SeMces:

Purchase

D,isbursements

Certificate

Pension

Plots As

As

Contributions

Fees

and

STATEMENT

Taxes

Taxes

Allocated -

Allocated

DETAIL

Compensation Fees

Contributions

Scrolls

Fund

Contributions

Repurchases

-

Reimbursement

SCHEDULE

Plan

SPAT .

to

Colonial

2

Springs . .

$

1,164847.00 3,151,531.00

1,113,120.00

3,336,88500 211,32800 47513000

896,907.00 702,873.00

748,092.00 693,83100 192,175.00 737,062.00

341,000.00 148,310.00 296,089,00 199451.00 338,397.00

529,751

576752.00

310,570.00

404,61500 614,569.00 127,38800

229,623.00 168,983.00 41,601.00

177,300.00

52,186.00 319,532.00 80,015.00

39,202.00 97,350.00

60000.00

33,600.00

43,419.00 34,938.00 57,664.00 37,619.00 97,33300

20752.00

1,010.00

6,93700

16400

00 52044 PINELAWN CEMETERY FUNDS & TRUST FUNDS PART THREE - A - STATEMENT OF OPERATING PAGESOFG AND BALANCES GENERAL FUND (GF) - SCHEDULE OF ACCOUNTS

LAST 4 DIGITS OF BALANCE-REPORTING BALANCE-REPORTING ACCOUNT TYPE YEAR END- YEAR ENO Ar COST FINANCIAL INSTITUTION OF ACCOUNT AT MARKET 15814 $ 15,314 I BANK OF AMERICA 4065 CHECKING $ 205530 $ 205.530 2 SANK OF AMERIcA 4078 CHECKING $ 100:000 100.000 3 BANK OF AMERICA 4081 CHECKING $ $ 576,858 $ 576,858 4 BANK OF AMERICA 7713 MONEY MARKET $ 157 $ 167 5 GOLDMAN SACHS 6378 MONEY MARKET $ $ 46154 $ 46,154 6 GOLDMAN SACHS 6204 MONEY MARKET $ 71.566 $ 71,566 7 GOLDMAN SACHS 4984 MONEY MARKET $ 22 $ 22 & GOLDMAN SACKS 8127 MONEY MARKET $ 2,495 $ 2,495 GOLDMAN SACKS 7599 MONEY MARKET 9 4415 $ 4:415 10 GOLDMAN SACKS 7437 MONEY MARKET $ $ 18.317 $ 18,317 11 GOLDMAN SACKS 7445 MONEY MARKIET $ 3,495.280 $ 3,366,894 10 GOLDMAN SACHS 4964 BONDS $ 9,994,037 $ 9.246337 11 GOLDMAN SACKS 6204 MUTUAL FUNDS $ 743,914 $ 71G,998 12 GOLDMAN SACKS 7699 MUTUAL FUNDS S 548,689 $ 471,879 13 GOLDMAN SACKS 7437 STOCKS $ 515,359 S 454,981 14 GOLDMAN SACHS 7445 STOCKS

END TOTAL OF GENERAL FUNDS ASSETS AT REPORTiNG YEAR

STOCKS, ETC. ‘TYPE = CD, MUTUAL FUND. SAVINGS ACCOUNT.

STMT3 52044 PINELAWN CEMETERY TRUST FUNDS PART THREE - A - STATEMENT OF OPERATING FUNDS & PAGE 4 OF 6 PERMANENT MAINTENANCE FUND - SCHEDULE OF ACCOUNTS AND BALANCES

LAST 4 worrs OF BALANCE-REPORTING BALANCE-REPORTING - ACCOUNT YEAR END - YEAR END AT COST FINANCIAL INSTITUTION TYPEt OF ACCOUNT AT MARKET 23,663 $ 23,663 1 GOLDMAN SACHS 6394 MONEY MARKET $ 7,000 $ 7,000 2 MORGAN STANLEY 8819 MONEY MARKET $ 16,715.916 5 16,143,763 3 GOLDMAN SACHS 4992 BONDS $ 46.981,468 S 43,531,847 4 GOLDMAN SACHS 6196 MUTUAL FUND $ 3,430 $ 21,903 MORGAN STANLEY 9305 HEDGE FUND $ 5 145I63 $ 965,484 6 MORGAN STANLEY 9323 PRIVATE EQUITY FUND $ $ 2307 $ 113,439 7 MORGAN STANLEY 8423 PRIVATE EQUITY FUND 3.093,532 $ 1.951 697 STANLEY 8509 PRIVATE EQUITY FUND $ 8 MORGAN 202,721 $ 207,374 MORGAN STANLEY 8544 PRIVATE EQUITY FUND $ 9 46,406 $ 450.935 MORGAN STANLEY 9366 PRIVATE EQUITY FUND $ 10 221,012 $ 197.141 11 MORGAN STANLEY 9119 PRIVATE EQUITY FUND $ $ 199,510 $ 272.619 12 MORGAN STANLEY 8600 PRIVATE EQUITY FUND S 2,384,495 $ 2,106,640 13 GOLDMAN SACHS 7429 STOCKS $ 2,486,863 $ 2,141.128 14 GOLDMAN SACHS 7452 STOCKS

YEAR END S 7: - a’s: A. TOTAL OF PERMANENT MAJNTENANCE ASSETS AT REPORTING

ETC. TYPE = CD, MUTUAL FUND, SAVINGS ACCOUNT, STOCKS,

STMT4 52644 PINEL.,AWN CEMETERY FUNDS PART FOUR A - PERPETUAL CARE TRUST PAGE 1 OF 2 AND BALANCES PERPETUAL CARE FUNDS - SCHEDULE OF ACCOUNTS

LAST 4 BALANCE-REPORTING DIGITS OF BALANCE-REPORTING END - YEAR END - ACCOUNT TYPE’ INTEREST MATURITY YEAR OATh AT MARKET AT COST FINANCIAL INSTITUTION U OF ACCOUNT RATE 0.100% S 346 $ 346 I APPLE SANK 2842 SAVINGS 0.1(20% $ 2,386 S 2,088 2 APPLE BANK 1546 SAVINGS 2760% 5/06(24 S 519 $ 518 3 APPLE SANK 7715 CD 1,445 7723 CD 1.240% 511021 $ 1A45 $ 4 APPLE SANK 4,593 $ 4.593 7731 CD 1.240% 5110/21 $ 5 APPLE SANK 9,461 S 9,461 7749 CD 1.240% 910/21 $ 5 APPLE SANK 1,019 S 1.019 7756 CD 1,240% 5/17/21 $ 7 APPLE BANK 785 785 7764 CD 1.240% 5(10(21 S $ S APPLE SANK 14,165 $ 14155 777200 ‘.730% 5/10/21 5 9 APPLE BANK 1,083 $ 1,063 778000 1,780% &1Z’2v $ ¶OAPPLE8ANK 1,566 $ 1,588 779800 1.240% 5/10/21 S II APPLE BANK 975 S 975 7806CC 1.730% 5/10/21 S 12 APPLE BANK 12,227 $ 12,227 7814CC 1.130% 5110)21 S 13 APPLE BANK 604 S 604 7822 CD 1.780% 8112/20 5 14 APPLE BANK 1,120 $ 1,120 7830CC 1240% 5/10/21 $ 15 APPLE BANK 639 $ 639 7848 CD 1.780% 8/12/20 $ 16 APPLE BANK 1,301 S ¶301 7855 CD 2,760% 5108/24 5 17 APPLE BANK 572 $ 572 78.63 CC 2.780% 5/06.24 $ 18 APPLE SANK 1,089 5 1,089 7871 CD 1.780% 8/12j20 5 19 APPLE SANK 1,292 $ 1,292 788900 1240% 5117121 $ 20 APPLE BANK 5/1//21 $ 1,005 3 1.005 . 1,240% 21 APF’LE BANK 789700 179 $ 119 7905 CD 1240% 5/17/21 $ 22 APPLE BANK 14,444 $ 24,444 7913 CL) 1.730% 5/10,21 5 23 APPLE BANK 24 $ 24 2523 CD 1.780% 7/28,20 5 24 APPLE BANK 1.8 $ 1,899 /521 CD 1.950% 2)06122 S 25 APPLE BANK 2 5 2 1885 SAVINGS 0,100% $ 26 APPLE BANK 3.49 349 488000 1.240% 4119/20 $ 27 APPLE BANK 9,180 $ 9,180 531000 2.760% 5106/24 S 28 APPLE BANK 46,047 $ 46.041 2.760% ‘ 5/08/24 S SANK 5393 CD 44.679 29 APPLE 2.760% 5/08/24 $ 44,679 $ BANK 5419CC 29,586 30 APPLE 2.760% 5/08,24 $ 29.686 $ BANK 5435 CD 5,593 II APPLE 1.980% 10129/22 $ 5,393 S BANK 65 CD 7.313 32 APPLE 1.730% 5/11/21 5 7,313 S SANK 7921 CD 5,926 33 APPLE 1.730% 5/11121 S 5,928 S BANK ‘ 793900 9l2 34 APPLE 1330% 5/11/21 $ 6,912 $ 7947CC 5,916 35 APPLE SANK 5/11/21 5 5,916 $ 7954 CD 1.730% 5,871 36 APPLE BANK 1.730% SF11/21 S 5,871 $ BANK 796200 6,127 37 APPLE 2.130% 4/23121 S 8,127 $ 38 APPLE SANK 9749 CD 59,957 $ 59?57 8861 CD 2.760% 5/08/24 $ 39 APPLE BANK 4366 $ 4,366 5989 MONEY MARKET 0.500% $ 40 BANK OF AMERICA 14,455 5 14,455 5579 MONEY MARKET (>350% S 42 BANK OF AMERICA S 243,781 $ 243,781 42 TRANSAMERICA 5213 ANNUrrY 573,320 YEAR END S 573.320 S A. TOTAL OF PERPETUAL CARE ASSETS AT REPORTING STMT 5 7VP6’ CD, MUTUAL FUND. SAVINGS ACCOUNT, STOCKS, ETC. 52044

PAGE PART INSTALLMENT

CRYPT CUMULATIVE 10%

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ci:

2019

I:, 07-FEB-20

01/14/2019 01/14/2019 02/14/2019 02/26/2019 02/14/2019 04/09/2019 04/09/201.9 04/09/2019 C4/09/2019 06/17/2019 04/24/2019 08/27/2019 08/2.7/2019 09/13/2019 08/27/2019 10/04/2019 09/17/2019

11/12/2019 10/24/2019 10/24/2019 11/22/2019 11/12/2019

12/20/2013 12/20/2019 12/27/2019

FROM:

NUMBER FROM

109179 109178

110668 109095 111362 111359

111376 109033 109204 109252 109252 109204 109232 109232 109027

01/01/2019

1025

751 975

617

949 949 732

653

94 94

FOLIO

817 817 712 711

846 194 754 581 764 794 850

750 859 860 824 358

833 824 833 829 785 829

95 95

66

TO:

12/31/2019

1000 1000

SHARES

275

292 275 291

333 100 334

150

150 13 12 50

17 18

63 53

38 37 22 22

1 2

3

10 NUMBER

111355

111356 111357

111358 111360 111359 111361

111362 111363 111365 111364 111376 TRANSACTION 111352 111366 111367 111369 111368 111378 111379

111380

616

516

996

616

616

FOLIO

858 859 859 859 859

859 859 860

849 860 860 860 860 REPORT

860 858 861 361 861 861 861

861 28

28

28

28

P

SHARES

1000 1000

275

291 292

275

100 324 333

150 150 13 12

50

18 17

63 63 38 37 22 22

2 1.

3

PAGE ______

STATE OF NEW YORK DEPARTMENTOF STATE Division of Division of Cemeteries OPPORTuNITY ri One Commerce Plaza 99 Washineton Avenue Albany, NY 12231-0001 Cemetery Cemetery Trustee Contact Update Fern, 52044 Pinelawn review for accuracy. Submit corrections in your online contact information of aN cemetery trustees of record for this cemelery. Please Listed here are the names and above. corrections, additions, or deletions, If mailing, send to the address provided annual report submission OR return this form by mail with any required Prone Email Nan E.:.je;

NY 11757 631-249-6100 aare5to%pinelawn.com - SEC/TRE/Di ARESTOU, ADAMAND4 149 N LEWIS AyE, LINDENHURST,

AyE, HUNTINGTON, NY 11743 631-351-3501 [email protected] DIRECTOR CUTHBERTSON, MARK 434 NEW YORK

ST 1ST FL, LONG BEACH, NY 11561 646-732-0456 jsgayningmaii.com DIRECTOR GAYNIN, JONATHAN 414W MARKET om LANE, E GREENBUSH, NY 12061 518-477-1151 bruce@bwgassociates DIRECTOR GEIGER, BRUCE W 9 MADELINE

AVE APT lOS, NEW YORK, NY 10128 516-663-6600 [email protected] DIRECTOR KREMER, ARTHUR i liii PARK

ELMW000 PK, Ni 07407 201-675-3089 [email protected] DIRECTOR UN, liEN H 3122 CORY LN, jIockepinela n corn DRIVE FORTSAWNGA, NY 1268 631 249-61% D LOCKE JUSTN 0 38 SOUTHVIEW

L. — —.——— c,To ——-—————-——.—..—.-...— .-.-—-———--.-.-—_——_. .—. — — ——.--.-.-. 631-M3-1O53 sdl@coIonIsphnIsgoILcom CRANE RD. HUNTINGTON, NY 1.1743 CH OF BOAR LOCKE, STEPHEN D 15 973-214-6664 [email protected] 9STANDISHDR,MORRISTOWN,NJ07960 DEcTOR LOSEE,PETERT 718-291-2676 )[email protected] 169:16 115TH AyE, JAMAICA, NY 11434 DECTOR MCCAIN, LEON

._ - 631-249-6100 s-t”- F 3 COLLiNS CT, RAYPORT, NY 11705 DIRECTOR . SCEPPA, MICHAEL ‘manzipnocpa.com LN, GREENLAWN, NY 11710 631-757-2947 DIRECTOR STEBSINS, ROGER S PINE HOLLOW ....4” ,

005-533 {Rrv. 12/18 neitbertha

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PINELO11

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4

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it. PINELAWNCEMETERY ANNUAL REPORT YEAR ENDED: DECEMBER 31, 2019 Grave

Retirement

Expenses

Total

Less:

Fund Interest Pinetawn

Gain lnterest-JP Interest-Bank Investment

Ins Retirement

Total Total

FundAssetsatflec

Care

P’rnUmPension

Balance

on

Assets

Cash Wflhdrawals Bank

and

Plan: Earned

Sale

Cemetery

Morgan

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31,

31

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Trust

2018

2018

to

2019

RetIrees

31,

For

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Sachs

Accounts:

Guarsnty

2019

Year

PINELAWN

Sachs

Corp.

Ended

of

I

Dec.

Earmarked CEMETERY

31,2019

Funds

S

43,470.00

_97

$

$

$

2U22?LJHL

9,023635.23

9,714,952,19

575,721.74 563,082.3

341,00000

252,296.73

.1.

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71107 l9

11.37

I

76 —

Fund Goldman Bank Investments

204,741

115025

11,869

24,047 11

3,913

7531 9169 3,734

7,720

of

Assets

194

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sha shs shs shs

she shs shs

shs shs shs

in at

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Total

Goldman Energy Goldman Checking Ishares

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Xtrackers SPOR Ishares

Total

shares

31,

Financial

Inveatmenis

Fund

Market

S&P Funds:

Select

Preferred MSCI MSCI

Russell 2019:

Sachs Sacha

Account

MSCI

Assets

500

EAFE

Emerging Sector Select

2000

Exchange High Core

EASE

in Stock

at

Mutual

Exchange

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fixed

Hedged

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Exchange Markets Year

31, Traded

Fund Income

Funds

SPOR Fund

Ended PINELAWN

2019

itaded

Equity

Traded

Class

Exchange

Fund Traded

Fund Fund

Dec.

Exchange

Fund

P

of

Fund

Trust

2

Eannarked CEMETERY

31,

Fund

Traded

2019

Traded

Fund

(Cont’d)

Funds

Fund

S

S

$

Market

$

2,205.05987

2,951,13434

215,315.80

234,936.52

824,183.36 747,686.87

420,78246 337,915.97

61861178

237,621 814307

U5);,():)iA; 53,118,33

Value

Li

80

‘*;

_!t’°’277

$ $

$

2.229,828.78

2,390,864.21

215,315,60 286,259.03

603,287.27 733,682,81 433,477.04 335,589.20 562,017.72 227,740.00 791.613,94

53,118.33

Cost a

Investments Cash:

Investments

104,383 148,866

l1l,llSshs

6

98.290 85,397 40,614

50,749

8,l4Sshs

2,214 6.262 7.223

1,425shs 1,641 7,930

shs shs shs shs shs shs shs shs shs shs

shs

In in

Money Mutiual

Goldman Total Bank Bank Total Bank Total

tWA Ishares DFA Goldman Eaton MulIiManager lsharos Federated Stale Ishares Multi-Manager Ishares Vanguard lshares

Cash of of of

of

of Real International

Street

Markets:

Vance

Funds:

America Investments America

America

Investments

MSCI S&P Russell Short-Term

1-3

Sachs

Sachs

Estate

High

High

Yea

Emerging

500

Group

EAFE

t.J.S. lnternationa

Dividend

2000

rTreasury - YIeld

Tactical

Securities

Regular PayroH

Index

Real

in

Corporate

SmaH

in Eaton

International

Small Bond

Money

Mutual

Markets

Estate

Fund

Cash

Till

Yi&d

Bond

Capital

Vance

Fund

Institutional

Capital

Equity

Overlay

Class

Markets

Securities Funds

and

Bond

Exchange

Equity

Fund

PINELAWN

Index Income

Equity

investments

Fund

Index G

Exchange

Fund

General

Index

Fund

Institutional

I

3 Fund

Traded

Fund Fund

Fund

CEMETERY

Fund

I

Traded

at

Fund

Dcc,

Fund

31,2019

$

$ S

$ $

Market

10,737,951.09

2,396,601.97

1,363.277.16 1,078,076,58

1269,302.79

321.34389 ,):>,5:;

576,858.11

719,984.68 335,444.38 841,094.55 335,744.63 143,126.57

847,973,01

696,270.31 118,736.82

558,035.28 120,597.75 743,120.30

15,813,65

33,675,56

Value

$

$

$

$

$

$

1,096,145.78

1,931.256.28 1,373,257.61

9.n:’.

1.152.023.42

321343.69

340,216.17 847,374.78 576,858.11 846,945.45 288,809.49 719,984.68

143128.57

Cost

621,060.96

543,895.11 115,763.05 1

653A12.St

15.81365

35,107.29

15,056.96

j’.8C

i]: —.

a.

Investments

10000000 150,00000 100,000.00 150,000.00 175,000.00 100,000.00 175,000,00 150,000.00 100,000.00

125,000.00

100.00000

100,000.00

100,00000 iooooo.oo 75,000.00 100.000,00 100,000.00 75,000.00 75,000,00 75,000.00 75,000.00

75,000,00 75.000,00 75.00000 75,000.00 75,000.00

75,00000 25000.00 75,000.00 75,000.00 75,000.00 50,000.00 50,000.00 75,000.00 75,000.00

75,000.00 75,000.00

in

Fixed

U.S.

Federal Angen, OP KFW Bank U.S.

Astrazeneca MPLX Asia U.S. Federal General U.S. U.S Avatonbay FederaiHome Total Pfizer. Toyota Novartls U.S. Xilinx, Burlington Oracle CNA Huntington Stanbucks Sank Honeweli Morgan Wells United Varlzon Ontario CocaCola U.S. IJ.S.TreasusyNole’

Capital

Treasury income

Treasury Treasury Treasury Mid-Tern Treasury

Treasury

Group

of

Treasury Financial of

of

IF’

inc. Fargo

Inc.

Technologies Systems Motor

Home Nova

Home

Inc.

Investments

Dynamics

America Province Stanley

Communications, Capital

Markets

Northern Corp.

Communities,

Internaonai

Baneshares

Company,

Securities:

PLC

&

Sill Scotia

Credit Note

Note Note Notes Note Loan

Loan

Note

Loan

Note

Company Corpration

Corporation Corporation

Hybrid

Corporation

of

Corp.

PLC Cash

Bank

Santa Bank

Corp. Canada Bank

in

Corp.

Inc.

Fixed

Mid-Term

Corp. Inc.

and Inc.

Fe

nc.

Income

Investments

PINELAWN

Notes

General

Securities

4

at

CEMETERY

Fund

Dec.

tnt

2.125% 2.315% 4.100% 2.625% 1.910% 3.125% 1.625% 3.000% Rate 2.750% 3.375% 4.500% 1,250% 3,500% 1.875% 4.200% 3.375% 1,875% 3.450% 3.200% 2.250% 3.750% 3.950% 3.400% 2.950% 3.400% 2.625% 2.300% 3.458% 2.720% 3,950% 3.800% 2.250% 3.550% 2.300%

2.250% 2.250% 2.625%

31,

2019

Maturity

(cont’d)

Date

10/12/21 10/31/21

12)15/23

2)11/20 2113120 4/12/21 1/02120 4/20121 6115/21 7131/20

2128/22 11/15/25 5115/23 3/17/23 1/31/22 9/08123 8/17/23 11/15/26 9/15/23 7/15123 9/20/23

4101/24 5/06/24 5/15/24 1/31/24 6/01/24 6108/24 7/08/24 8/15/24

7/22/25 3/15/25 9/29/25 8)15/25 8/16/25 6/15/26

9101/26 8/15/26

$

Market

$

100,000.00 3495.280.10 150,079.50

101,207.00

173,946,50 153,669.00 103,324.00 150,919.50 176,025.50

132,613.75

102,318.00 75,017.25

99,996.10

77,054.25 76.185,00

101,264.00 78,367.50

102,723.00 79,711.50 101,339.00 78,490.50 100,673.00 78,251.25

80,526.00 101.16000 78,930.00

80,158.50 79,428.75 79,998.75 79,176.75 50,614.50 50,714.50 77,090,25 26,107.25

80,820.00 81,703.50

79418.25

76,170.00

Value

$

S

3

148.977,00

149902.50 Cost 170,351.57 160,906.25

145,769.53 126,131.25

99,410.88 ‘ 74,336.25

96085.94 100,172.00 74,752.50 99,566.00

76,632.00

100,942.00 75,471.75 99,58500 565,894.08 74,920.50 77,131.50 75,111.75 77,080.50 97,535.16 74.843,25 76,353.75 75,306.00 75,386.50 49.896,50 49890.50 75,149.25 71,969.25 25,000.00

73,039.50 75,068.25 96,093.75 75,279.00 70074.00 97,790.00 __

Investments

250

258 265 223 147 325 118 190 148 110 261 lIOshs 198

lSSshs 117

87 89 26 50 28 21 76 50 51 20 61 65 35 17s1,s 40 34 30 42 24 19 12 31 42 23 84 63 74

4

8

shs she she she shs she she she she she stis she she she she she she she she she she she she she she she she she she she she she she she she she ShS she she she

in

Corporate

Sub-Total

Axalta Airbus Abbott Archer-Daniels-Midland Ailbaba Midas Alphabet, Alphabet, Adobe, Apple, Aniazon.com Amercian AsIraeneca American Charles Constellation Cirnarex Charter Booking Berkshire Borgwarner, Blomarin Comcast Chevron Boston Boeing Crown Chipotle Costco Coupa Citigroup. DIscover Exact Eastman Danaher General Edwards’Lifesciences Dexcom, GHead Estoc Firel Fleetcar Facebook, Fidelity

Republic

Sciences

Lauder

Coating

S.E.

Inc. Laboratories,

Castie

AG Software

Sciences

Scientific Company Wholesale

Inc.

Group National

Communications,

Schwab

Holdin9s,

Mexican Technologies, Motors Energy

Corporation

Corporation

Pharmaceutical, Financial Corporation

Chemical Stoclc

Inc.

of

Tower Inc. Hathaway, International

Inc.

Inc.

ADR

Inc.

AUR

Investments

Inc.

PLC

Brands, Inc. -

Companies, international

‘Class

Sank

Holding

Systems

Class

Corp.

Company

Co..

Corporation Corporation Information Incororated

Carp.

Cash Grill,

Sponsored

Inc. Corporation

Services

Company

Inc.

Inc.

Inc.

A C

Inc.

Corporation

Group,

Limited

Inc.

Inc.

and

Company

LTD

in

Inc. Inc.

Inc.

Corp.

Corporate

Investments

Services,

ADR

PINELAWN

Inc.

Sponsored

General

Stock

5

Inc

at

ADR

(exchange

CEMETERY

Fund

Dec.

31,2019

from

Wodpay,

(cont’d)

i

Market

$

492,069.11 21,715.00

34824.14 31,413.28

16,490.50 25,547.55 18,876.90

16,044.24 13,602.45

17,214.00 11,118.78

25,964.25 11,192.04

10,186.68

13,256.10

31,813.75

8,295.15 5,419.17

4,366.58 5,469.30

4,468.80 8,214.92 4,227.50 9121.28 9,036,40

8,904.06 6,696.88 2,758.42 6,641.25 5,773.90 9,993.28

9,923.94 2,925.00 3,411.60 6,139.20 6.56220

6,151.90 5,365.67 8,674.88 3,884.16

8,762.67 8,681.30 8,919.32 9,552.60 5,458.32

Value

$

428.29667

Cost

30,823.75

29,612.46 13,704.85 18,916.58

13,517.63

20.666,43 13,776.60 13,978.51

16283.33 15,322.40

12,843.13

27,907,78

4,824.11 7,771.46

4,557.53

6,962.72 8,993.73 4.326,32 9,057,16 9,713.74 3,661.17 3,872,52

2,73360 7,156.17 6,974.52 7,904.28

2,790.19 8.497,26 5,480,34 4,512.44 7,169.62 5,244,10 8,419.36 6,938.63 4,413.70 9,056.13 3,050.88 3,908.30

4,482.92 8,335.19 9,035.14 8,214.69 5,614.11 7,271.21 Investments

275

319 286 228 366 422

169 152 147 196 135 100 181 125

86 82 45 60 34 81 46 36 22 48 46 54 54 32 22 27 72 51 34 27 76 58 13 55 22

17

16

3

she she she she she she she she she shs she she she she she she she she she she she she she shs she shs she she she she she she she she she she she she she she she she

in

Corporate

Sub-Total

Sub-Total

Kering Kimberly-Clark Marrott 3. Salesforce.com PepsIco, O’Reilley Nettlix, Metlife, Linde Humane, Hanesbrarid, SAP Parker-Hannifin Nike Microsoft Marsh Loews Hartford S&P Paypal Nvidia Morgan Mastercard Lululemon KKR Honeywell Guardant Teela, Shopity, Safran Proctor NVR. Medtronic Sptunk, Qualcomm, Ulurnina. Pfizer, Intuitive Square, Servicenow. Philip

P.

Class Global, & Morgan SE

PLC

Inc.

Morris

&

Corporahon AOR

Inc. inc. Corporation

Co.,

SA

Inc.

Holdinos,

& International,

Inc.

Inc. Stanley Surgical,

Financial Inc.

(Sponsored Inc.

Mclennan

Inc.

Inc.

Automaotive, of

Corporation Stock: Inc. of

Health, Gamble

Public

Aihietica,

Sponsored

Intemationsi,

8

incorporated

Investments Inc.

Inc.

lnvestrnonts

Inc.

International, Inc.

Chase

Inc.

Corporation

Inc. Corp.

Limited

Inc.

Inc. Inc.

Cash

Services

Company

Co.,

&

Inc.

ADR)

Inc.

ADR Co.

Inc.

and

Inc.

inc.

in

In Conpany

Inc.

Corporate

Corporate Group

Investments

PINELAWN

Getieral

Stock

Stock

8

at

CEMETERY

Fund

Dec. .

31,2019

(cont’d)

$

Market

S

492069.11

938,329.98

11,101.44 24,484.38 10,594.40 10,615.68 43,367.50 10,676.22

10,656.82 10,019.52 15,423.20 16,259.43

14,884.22

11,114.28 12,000.30 20,330.00 11,425.23 15,399.12

11,07027 11.20548 15,401.29 12,490.00

2,109.78 6,268.70

806344 8,933.19 8,253.00 7,684.95 6,018.00 6,016,14 4,514.14

7,664.40

5,148.62

7,012.16

8,807.18 7,788.24

6,163,54 5,117.34 7,372,35

6,211.04 6,758.86 3,440.80 :1.203.26 7,188.96

Value

$

$

428,296.67

811.438,81

Cost

20,642.18

34,530,06 12,338.91 12,723.97

16,059.49 14,971.82

10,596.20 11,984.70 15,124.13 10,574.78 19,160.54

6733.97 4,473.53 9,822.40 6,129.77 5,670.09 6.719,02 8,239.93 5,919.01 9.426,42 7865.92 7896.57 9,118.84 1.966,37 4,236.28 5,210.74 7,940.00

7,887.60 7,516.54 8,333.16 9,687.53 6,057.49 5,789.36 8,620.83

8,113.60 3,858.16 5,837.21 5,682.89 7,520.60 6,122.33

3,486.84 4,272.35 a

Investments

266

107 101 151

25 25 72 43 59 24 31 81 32

shs shs shs slis shs sha she shs shs shs sha shs shs

In

Corporate

Sub-Total

Total

Total Total Total

Inctease

Texas TJX The Workday Visa, Thermo Walt Vertex United Uber United Union Twilo,

Home Companies,

Cash of Cash Investments

Disney Technologies,

Inc.

Pacific Inc.

instruments,

Airlines

Continental Pharmaceuticals

Investments

Fisher

in

of

Stock

Inc

and and Depot, General

investments

Company

Corp.

Holdings, Scientific,

Investments investments

Inc.

Inc.

Cash

Holding,

Inc.

Funds

Inc.

In

Corporate

Inc. in

and

Inc.

Inc.

Corporate

Inc. at at

Investments

Dec. Dec.

PINELAWN

Stock

31,2019

31,

General

Stock

2018

7

at

CEMETERY

Fund

bec.

31,

2019

(contd)

$

SI

S $ $

62

Market

16,335,607.16

14 iCt

938,329.96

,/.

?1 16,241. 10,070,97

20,105,30 21,839.13

15125.78

I 9,236.88 5459.50

7,773.97 2,457.00 5,254.80 7,135.29 1754.66

1.2611!

Value

71/

‘19?

i’

‘12 -

..i

$

S S $ $ —

15 15,298,417.33

1491/973,1

81143881

Cast

015509.79

•:Ravu

13.86945 20,315.16 13,312.53 17,335.97

4806.46 7.60849 2,187.38 3072.94 8,31942 4,113.72 6,588.46 7.342,21

‘..J

W a

Gain Pinalawn Pinelewn Pineiawn-CoToniai Pinsiawn

on

Sale

land Mausoleum Lawn

P.M.

Tot& P.M.

of

Contributions

Crypt

investments

Fund

Fund

Additions

Springs-Rental

Contributions

Cohiributlons

Principal

Principal

at

at

Dcc.

income

Dec. Reconciliation

Penrianent

31,

31,

PINEL.AWN

2018

2019

8

Maintenance

of

investments

CEMETERY

Fund

-

2010

$

I

ciu779.$0 159,207.48

$

85,339,452S6

2,795,370.92 investments

investments

459.971 413,359 662.785 381,923 233,128 510,624 327,599

188,991

41.433 27,114

35,750

3

shs shs shs shs sns sha shs shs shs sha shs

shs

In

in

Morwy Funds:

AlP MS MS FraniPoint Goldman. MSREF K4SREF Total Total Marathon Morgan MS

Eaton Slate Multi-Manager OFA ishares Federated OFAReaI Varguard Multi-Manager Ishares Guidman

Asia

Capital Offshore Private

of investmen!s

Iniernahonal

Street

Marknts

Vance

Stanley Investments

VII V

SW

MSCI

Private

Sachs

Special

Offshore Sachs

SJC

H’gb Estate

Partners High

Offshore Markets

Infrastructure

Emerging

500

Group

EAFE

International Offshore U.S.

Dividend

Equity

Yield

Tactical

Securities Opportunity

index in

Real

investors

Fund

V Money

Small

in Investors Eaion

Intenabonaf

8ond

Cayman,

iii Funds

Markets

Esiale

Fund

Capital

Ut

Yield

ill,

Partners Capital

Vance

Markets

Fund

Institutional

Equity

L.P.

Overlay

International,

Fund Class

Global,

Securities

Permanent

Exchange

Investments

Ecuily L.P.

Finance

Index Income

Equity

PINELAWN

Fund

El,

A,

0

Fund

L.P.

L.P.

index

L.P

Fund

Fun

I Fund!

ins!ituE’onal

Traded

Fund

9

L.

Maintenance

K

Private Pvate Private Private Private Rivate Private

at Hedge

Class CEMETERY

Dcc.

Fund

Fund

Equity Equity EgLity Equity Equity Equity Equity

31,2019

Fund

Fund

Fund Fund Fund Fund

Fund Fund

$

$ $

Market

10,376,904,95

3003,532.00

3,792.49USD 4,927,518.53 3,744,738.46 5,733,710.74

5,958,047.85 1,695,441.67 2.569,255.34 3,350.132.50 3,198,511.91

1,634,717,03

221,012.00 202721.00

145,463.00

199,510.00

3’

23,662,87

30,662S0

46,406.00

2,307.00 3,430.16 7000.03

Value

‘-l:i

UI

$ $

$

:LLR,.i*9

3176,06005 3.790,783,75 1951,697.00 5,007,131.54 2,511,64923 5,450,189.05 5,806,730.51 2,685.153,85 8255. 1655.75553

1,459,411.07 2,iM.3,’n:.

Cost

207,374.00

272,819.00 450,935,00 965,484.00 197141.00 113,438.90

30862.90 23,662.87

21,902.88

700003

560.41

15 a

investments

1,000,000.00

375,00000 475,000.00 725,000.00 500,000.00 300,000.00 250,000.00 450,000.00 300,000.00 500003.00 425,000.00 800,00000 800,000.00 400,00000 500,000.00 250000.00 700,000.00

225,000.00 300,000.00 450000.00 300,000.00 450,000.00 275,000.03 500,000.00 150,000.00 400,000.00 300,00000 400,000.00 300,000.03 500,000.00 400,00000 375,000.00 375,000.00 500,000.00 875,00000 275,000.00 375.00000

in

Fixed

SF GE Federal Anigen, Ingersoll-Rand U.S. Federal KFW Asia U.S. Bank General Sysco U.S. U.S. Total Astrazeneca MPLX Avalonbay Pfizer, U.S. Fiserv, Oracle Xiiinx, Novarlis Unilever CNA Burlington United Republic U.S. Starbucks VIsa, Verlzon U.S. Nike, U.S.

Capital

Capita!

Irtcoaie

Treasury Treasury Treasury Treasury

Mid-Tern

Treasury

Treasury Group Treasury of Treasury of

Financial

Inc.

Inc.

Corporation

LP

Inc.

Technologies nc. Inc.

Systems

Home

Nova

Home Investments Inc.

Dynamics

Communications Capital

Capitar

Services,

Markets

Northern Corp.

Communities, international

Securities:

PLC

Scotia

Note

Note Note Note Loan Notes

Note

Loan

Global Note Note Note

Corpration

Corporation Corporation

Corporalon

Corp.

PLC

inc. Cash

Bank

Bank Sante

in

Corp.

Holding

Fixed

Fund

inc. and ‘

Inc.

Fe

Permanent

income

Investments

PINELAWN

Securities

Maintenance

10

at

CEMETERY

Dcc.

hit

2.315% 2.125%

2.342% 2.900% 1.375% 2.625% 1.625% 4.100% 3.125% Rate 3.000% 2.600% 2.750% 1.878% 1.250% 4.500% 3.500% 3.375% 1.875% 2.250% 4.200% 3.200% 3.600%

3.400% 3.750% 3.250% 2.950% 3.950% 2.500% 3.400% 3.800% 2.250% 3.950% 2.625% 3.150% 2.625% 2.375% 1.625%

31,2019

Fund

Maturity

(cont’d)

Date 11/15/20

10/12/21

10131/21

10/01(23 12/15/23

2111/20 8(15/20 2113)20

7/31)20 4/12/21 12/14/25 4/20/21 2/21/21 12131/25 6/15/21 11(01/26 2/28/22 11/15/25 8/12/22 3/17/23

8117/23 5/I 9/15/23 7115/23 1/31/22

3/07/24 4/01/24 5115/24 6/01/24 5/06/24 1/31/24

8/16/25 8/15/24 8/15/25 7/08/24

2/15/26 8/15/26

5/23

$

Market

1,005,860.00

lii,7i5,9lU2

375,086.25 474,335.00 499,980.50 725,384.25 300243.00 302,757.00

457,110,00 256,847.50 506,035.00 795,164,00 717,122,00

253,477.50 804.90400 444,082.50 425,128.00 516,620.00

313,962.00 483,156.00 166,602.50 511,580.00 237,676.76

480,951.00 293,328.75 314,364.00 404,580.00 411,148.00 317,715.00

408,967.50 316,707.00

431,040.00

513,615.00 495,605.00 398,472.50 707,933.25

380,850.00

Value -

$

3.61’1

474183.00

490429.69 371881.25 720,055.50 497,840.00 298,752.00 298,044.00 255,440.00 699,545.00 448,515.00 763,000.00 973,437.50 Cost 427,673.25 497,626.00 777,437.50 411.38800 300.447,00 238.987,50 462,483.00 487,675.78 224,158.50 298,641.00 279,963.75 149,841.00 451 301,554.00 300597.00 404,600.00 383,836.00 480,468.75 400,364.00 392,475.00 376,395.00 488.417,97 350,370.00 711,307.62 27.1.117.5

836.00

/b2 Investments

1152

1011

1205

1,249

1,380

1,260 225 231 668 401

548 120 681 393 228 350

277

511 880 125 884 509 101

539 156 158

105 313 179 109 881 138 79 293 ISOshs 55 341 190 85 372 138

19

37

89

shs she shs skis she she she she she she she she she she she she she shs shs she

she she she in she she she she shs she she she she she she

she she she she shs

she she she she

CQrporatc

AdidasAGADR Abbott Adobe. Alit’ ,J1L.’aha Alphabet, Amazon.com American Alphabet, Apple, Amercian Archer!)anieis-Midland

!st:

Biomarln Boeing Berkshire Booking Boston Charter Charles Borgwarner, Chevron

Cimarex Citigroup, Chipotle Comcast Coetco Consteflation Coupa SubTotaI Crown Danaher Discover Dexcom, Eastman EsteeLeuderCompanios. Edwards-Litesciences Exact

Fl:itj Fic€’ho:jk. First General Fleetcar Gileed

.

Republic

SE Laboratories,

Inc.

Sciences

Company Group Castle Scientific nc. Software

Wholesale

Communications, Sciences

Schwab

National Holdings,

Stock:

Mexican

Energy Corporation Pharmaceutical,

Inc. Tower Inc. Technologies, Motors InternatIonal

Corporation Corporation Hathaway,

Financial

Chemical Inc.

Inc. at

ADR

Inc.

Inc.

Inc. Invesirnenis -

Brands,

Holdtng

InternatIonal

Systems

Clasfl Class

Bank

CSponsoredADR

Corporation

Corp. Co.,

Corporation

Company Corp. tncorporated

Information

Grill,

Inc.

Corporation

Seniices

Inc. Company

Inc.

C

Inc.

Inc. Investments

Limited Group,

Corporation

Inc.

Company

LTD

Inc.

Permanent

Inc.

in

nc.

Inc.

Corp.

Corporate

PINELAWN

ServIces,

Inc.

Sponsored

at

Maintenance

Dec.

Stock

11

Inc.

ADR CEMETERY .

31,2019

Fund

(cont’d)

$

Market

$

104,66630

160728.80

145,979.36

2,246311.28 115,404.45

7420725 37,572.15 86,052.10 2445949 110,248.20 73536.10 59,132.16

25,399.80

20,702.40 50,408.46 19,534.70

79,275.00 40,720.00 39,020.87 46,993.08 54,181.62 41,852.80 19,277.40 139,775.25 61,580.61 12,525.94 26,717.41 30,973.07

45,851.52 29,980.50 39,753.48

27,472.92 30,186,12

45,717.98 13,016.25 24,808.38 15,494.35

24,495.45 40,753.37 39,242.60

17,57 40,050.45 39,705.36 46,116.00

24,172.56

Value

1.20

S

$

137,35343 143,624.33 1,959,319.29

91,177.69 35,20802 Cost 21731.36 63,055.52 61.66603

62,637.55 59,748.48 21,166.02 41,118,30 73,456.77 17,311,77 70,55382

123,616.49 33,297.26 43,364.94 18,960.92 43,539,39 19,768.31 33,134.01

59,663.42 38,015.83 33,087.65 25,256.69 12,416,80 87,715.05

32,542.42 38,040.55 38,636.19 23,420.49 41,725.77 20,328.40 12,426.74 13,856.08 21,729.12

20,250.74 31,328.04

38,174.13 17,842,24 33,546,49 43,617.92 37,236.38 24,954.62 a

Investments

1906

1.694

1,506 1,250

1,348

1,029

609

290 418 763 248 210 124 144 163 104 657 175 948 368 152 205 260 458 690 323 232 374

264 636

208 563

216 123 250 101

61

59

75 13

78 98

she she she she stis she hs shs she she shs she she she she she shs she she she she she she she she shs she she she she

she she she she she she she she she she she in she

Corporate

Sub-Total

I Hanesbrand, Guardant Honeywell Humana, Linde Hartford Kimbefly-Clark lIIunina. Loews KKR Kering Intuilive Sub-TolsI Marsh Lululemon Mastercard Marroti Medtronic Morgan Metlife, Netflix, Microsoft Nike

Parker-Hannifin NVR, Paypal O’Reilly Nvidia Qualcorim, Pepsico. Proctor Pfizer. Phihp Splunk, Servicenow, Salesforce.com S&P Shopify, SAP Safran Tesla,

Square,

P.

Morgan

&

Class

Global,

SE

PLC

Morris

&

nc. ADR

Corporation

Corporation

Co..

Inc.

Inc.

Holdings, SA Inc.

International,

Inc.

Surgical. &

Stanley

Automotive,

FnanciaI

Inc.

Mclennan

Inc. of

Spnsor

Stock:

Inc. nc.

Inc. Inc.

Heah,

Corporation

of

Gamble

Pubiic

lnternaftnal,

Athietica,

Sponsored 8

investments

incorporated

Inc.

inc.

investments

Chase Inc.

Inc. International,

Inc.

Corporation

Corp.

Inc.

ADR

Limited

inc.

Inc.

SeMces

nc.

Company

Ca.,

&

Inc.

Inc.

Inc.

Co.

Investments ADR

Inc.

Inc.

ri

Company

In

Permanent

Corporate

Inc.

Group

Corporate

PINELAWN

at

Stock

Maintenance 12

Stock

Dec.

CEMETERY

31,

2019

Fund

(cont’d) . .

52.246311.26

Market

$

4,283,250.54

109,881.12 197,125.00

47,77056 28,651.00 28,304.10 37,00893

34,877.85 38,118.08 4851

49,41398 50,120.71 48,850,70 37,257.50 39,889.50 21940,82

23,017.36 27,629.68

74,536.85 48,461.76

69,903.90 76,760.82 66,655.42

49,509.33 54,589.80

32,889.50 53.51320 34,938.91 71135,24 52,814.84 SI 33,585.15 57,204.20 39,748.21 23,29272 9,689.36 91,586.32

28,514.32 31 27,869.92

40,996.34 32,649.86

15,640.00

Value

.114.58

.011,24

1.20

$

S

1959,319.29

3.716.709.32

157,381.88

Cost 30467.03

32 44,117.06 27183,07 42,614.91 27,780.15 28,003.40 37,731.18

42,455.28 38.01862 21,743,44

23,930.78 32,661,91 92,639.37

36,264.06

59,607.84 40,305.26 70,655.80 18,938.65 34,336,29 71,918.58 41,979.28 57,766.92 28,413.80

46,930.27 41507.70 45,909,00 56461.11 35384.65 69,830.98 26,339.61

28,847.05

34,351.99 86,233.35

27,616.66 17561.28

25,950,66

28,054.53

8,981.98

15,848.58

19,025.72

€60.37 Inveatmonts

Total

1214

349

268 14$ 114 375 462 114 485 193 702 110

145

Investments

shs she

shs she cbs shs shs cbs she abs

shs cbs cbs

In

Corporate

Sub-Total

Total Texas The TJX Therrno Twito,

Vertex Union Uber United United Workday, Waft VIsa,

Home

Companies,

of at Disney

Technologies,

Inc

Inc Pacific instruments,

Airlines Technologies Pharmaceuticals

Investments Dec.

Fisher

of

Stock:

Inc.

Depot,

Investments

Company

31,

Corp.

Scientific,

Holding,

2010

Inc

Inc

Inc

Inc

in

Corporation

Corporate

Inc

Inc in

Investments

inc

Corporate

Permanent

PINELAWN

Stock

Stock

at

Maintenance

Dec.

13

CEMmRY

31,

2019

Fund

(czont’d)

$

S

Market

72.613,786.21 4283,260.54

4.B71.35Fs.U2

101,530.26

44,77321 24,895.32 47,431,02

74126.84 34,892.47

24,084,50 91,131,50 89,189.12 33,033.75 11,203.92

7970.32

Value

S

!..

S

68,134,632.88

3,71670932

l111?L

Cost

36,860.05 21,899,40 39,152.66

83,375.17

30506.44 32,925.99 80,932.16 13,959.18

94,376.08 78,529.99 29785.16 18,854.54

9,862,15 Perpetual

Total

Grave

Trust

Total

Perpetual

Grave

Funds

Decorations:

Care

Graham Srlnkmsri lIorner Ecklebe MUler Kaufman Solenius Olson Mormile Lang, GuggenheIm Pagan Muenzar Locks-Hughes Locke-Hughes Giffin Brendel Clzmarik Lang,M. Bietz Mueller Koll NiacLardy-Teece Kruse Monigan Klein Lob Noes Link Schmidt Peatoom Naber Sach Perseon Sexton Schnaubelt Rooribeck Wilcox Solan Wypasek Taylor Stephen

Decorations

on

Accounts:

Care

DeposIt

H

Accounts

at

Accounts

Dec.

Balances

31.2017 .

Balances .

Trust . .

Funds

PINEUWN

on

14

Deposit

S

$ $

$

S

CEMETERY

497,608.68

44678.97

46,046.61 59,957.03

29,885.70

5iJ.319.(

14,454.61

12,227.47

14,444.03

812735 14,165.00 Z1i1 5,926.21

7,313.40 5,915.87 5,39236 9,179.94 6,912.18 4,366.41 5,871.00

1444.61

1,893.87

1,119.53 1,019.27

at 1,082.50 9,460.94

1,088.58 1,292.26 2,086.36 4,593.43 1,301.14 1,587.78

1,904.67

639.09

519.28 974.78 349.08 571.83

604.02

179.38

785.11

345,52

Dec.

24.22

:

2.13

.‘

31,

Apply

Transamerica J.P. Apple

2019

Morgan

“

Bank

Bank

Chase

Life

Insurance

Bank

Co. I

PINELAWN CEMETERY 0epartmen:ized esWts of S.’ce Dpera::ors Years Enced Dec. 31., 2019 and Dcc, 31. 2018

2019

137.45 S 4,881596.20 Receipts From Grave Openings & Closings: $ 5,047, 1,418,904.46 . 5 Less: Labor & Supervisory Wages 5 1,421699.20 663,616.86 Payroll Related Charges 618,490.35 145,421.15 Materials, Supplies & Ser.ices 244,060.02 212,378.17 Allocated Materials, Supplies & Services 188538,57 302,594.81 Allocated Equipment Purchases 134,922.18 1,114,584.37 Allocated Overhead Expenses 1,204.094.53 9,213.00 N.Y.S. Cemetery Board Assessment 9,420.00 N.Y.S. Cemetery board Vandalism — 1&430,D{J Assessment 3,882,142M4 Tot Charges 3 36,$99.S5 99O,453.7k Net Surplus-(Defldt) from Interments 894,519.00 $ 830,335.00 From Entoinbments: $ Receipts $ 268,774.66 Supervisory Wages $ 280567.85 Less: Labor & 125,705.01 Charges 122,057.11 Payroll Related 74,581.66 Supplies & Services 52,186.23 Materials, 40,229.54 Supplies & Services 37,207,49 Allocated Materials, 57,318.74 Purchases 26,626.47 Allocated Equipment 189,585.22 Expenses 273,405.16 Allocated Overhead 1,944.00 N.V.S. Cemetery Board Assessment 1,974.00 Vandalism N.Y,S, Cemetery Board ,? C” Assessment — 9000 737,314.31 761,378.83 Total Charges 157 2’rr ZSS,95617 Net Surplus.(Deticit) from Entorribments S

15 3

PINELAWN CEMETERY :nm::ea es.Hts of Service Deraop.s

Dec. . 2019 and 0cc. 31, 2018

2019 2018

$ 840,617.30 Receipts From Grave LIners: $ 864,670.00 $ 96,364.58 Less: Labor & SupeMsoiy Wages $ 96,528.35 45,069.39 Payroll Related Charges 41,993,30 311,902.00 Purchases of Grave Liners 338,397.00 14,423,62 Allocated Matenals, Supplies & Seivices 12,S01. 1 20,550.66 Allocated Equipment Purctiases 9,160.74 Allocated Overhead Expenses 2 .898.55 80O,243.24 Total Charges 702_779.05 SiSC374.06 Net Surplus-(Deficit) from Grave Liners

$ 1,000,811.55 Receipts From Grave Decorations: $1,108,578.83 $ 56,727.89 Labor & Supervisory Wages $ 60,897.06 Less: 26.53144 Related Charges 26,492.41 Payroll 472,062.73 Supplies & Services 529,751.38 Materials. 8,490.89 Materials, Supplies & Services 8,075.87 Allocated 12,097.76 Equipment Purchases 5,779.26 Allocated 228,SD8,95 Allocated Overhead Expenses 8s5,46.32 804,419,66 Total Charges C 213, .E.51 w Net Surp!us4Deficit) from Grave Dectrations $

15 I

PINELAWN CEMETERY I:c’ca.erta:lzeci Results of Serv!ce Operations years Er.dec! Dcc, 31,2019 arid Dec. 31, 2018

2019 2018 CE•3.95 $ 3270,00900 S 239 Rezetp From 3rr:’ze Pacut: aria Fou2oaJo:s Recepts From xaons - 2Ltsc :ahrs 3,272674,50 S 3 30’ 9E.2E Total Receipts Bronze Plaques & Foundations $ 357,902.35 $ 414655.68 $ Less: Labor and SupeMsory Wages 180,39014 167,38972 Payroll Related Charges 1,216,875.79 1,043394.14 Materials, Supplies & Services 54.98955 53,569.96 Allocated Materials, Supohes & Services 39,351.68 76,326.06 Allocated Equipment Purchases 780,809.12 685,406.38 Allocated Overhead Expenses

Totai Charges Net Surplus-(Deficit} from Bronze 617,919.14 $ ¶58&.i30254 $ Plaques & Foundations 3),717.00 $ 406,040.00 $ Receipts From Inscriptions 68,374CC $ 80,015.00 $ Less: Inscription Cost 96.868,76 B.209.96 Allocated Overhead Expenses

17$ 383.76 —- i57,&L396 Total Charges Li Net Surptus-(Deflcit) tram Inscriptions

TOTAL ALL SERVICES $2,275,227.fl $2,547,301.53 Net Surplus-(DeTicit)

17 Associatron

Admnistration Officer’s Audit Office Office Other Legal Payroll General National Directors’ Guard Security Interest

Fees

Fees

Professional

Expenses Salaries

Booth

Related

Expense

Salaries

Insurance

Cemetery

&

&

Dues Audit

Expenses

Expenses

Charges

Committee

lnterrncnt Fees

Years

Tax

Fees

Ended

PINELAWN

General

Dec.

31,2019

18

Overhead

CEMETERY

$

and

1,531,15913 1)095,081.43

846,125.27

2019 61 288,64517

141,031.97

158,983.30

97,35000 57,66419

62,394.33 53,575.00 39,20233

37.61904

Dec.

4,570.S3

1,070.011

163.50

31,2018 ______

$

1,371,554.35

,t1i,051.59

960,128.32 2018

803,732.92 540,89864

262,175.26

141,269.45 158,902.61

43,063.63

97,350.00 43,101.96

52275.00

1,070.00

225.50 Direct Net Direct Net

Cash Direct Net Net Net Net Soiling Net Cash Land Cash Crypts Lawn

Advertising

Advertising Commissions Conmissions Cost Advertising Commissions Total Cost Cost Total & Total Greve

Selling Total

Land Sales Sales Lawn Mausoleum Sates Sales

lnscriptibns

&

Receipts

ReceIpts

ReDeiots

Crypts

Selling Selling Selling

&

Costs:

Bronze

to to

to

Direct Direct

Direct

Selling

Niches

Liners Sales

Total - - -

Crypt

Cost

Sell Sell

Sell

Crypts Plots Pre-Jeerj Lawn

&

Costs:

Costs:

Costs:

With

As As as

(Advertisin9 Selling Selling Percentage Percentage from Selling f;om Percentage

from

Bronze

Sales

Percentage

Cost

Contracts

Sales and and and Sales

Allocated

Crypts

Allocated Allocated

&

Comparative

Internients, Grave Bronze

Niches

Salaries Salaries

Salaries

Generated Bronze

Costs Costs

Cosl

Contracts

Plots,

Decorations

&

PJaqes.

Statement

Commissions

Paid Paid

Paid

Entomtmcnts

Crypts,

SellIng

Statement

Foundetions

of

Costa

Lawn

Land,

Paid)

PINELAWN

&

of

Crypts,

for

IS

Mausoleum

Cost

Years .

to

Bronze,

CEMETERY

Ended

Generate

&

Lawn and

Dec. .

$

$

$ $

$ $

Sales $

.: $

$

$

$ $ Related

31,

Crypt ,,

27,842,644.78

2,187000.00

4,917,049.00

9,281,945.00

2,355,925.74

9,281,945.00 2,187,000.00 1,659,019.06 ...

6,786,326.45 4917.049.00 3,678,914

2,355,925.74

3,649,279.03 1,108,578.83

2019

(I

218169.51 211328.00 ‘i2i1i)/5j 2019

388,725.41 475,130.37 863,855.78

896,906.66

of

429,497.51 863,855.78

27.169.00)

Sales

ServIces

iQ!,.

17.57%

and

14

50

Dec.

31,2018 —-

$

$ $

$ $

$ $

$ $ -. $

$

$ $ .-,. -

27,134,739.41

1

,,, 5,235,584.00

9,486,386.00

2,381,020.24

1.444.973.39

9,486,388.00 5,235.584.00

6,552,548.50 1638,061.00

3,392,625.25

2,381020.24 1,000.811.66

3,628,246.08

$38,061.00

(171.277.00)

261,153.43 2018

469,463.47

516,608,94 986.072,4 161631.82

936,046.85

986,072.41

281.153,43

99,521,61

1883%

1 Lawn Statutory

SoiliaqJrxponse

81.5555%

Advertising, Commissions

Commission

Net

Construction C[iargeableto

10% 15%

keceipts

i;lLawncyitlit;.le.

Total Cypt

Receipts

P.M. Total CM.

Deductions:

6/10/88- 6/10188

of Selhrig

I’iots

lo,u

Fund

Fund

Deductions Tbial

eto.

Related

Cod from

Qljjiye

Paid

La’.vn

Balance Receipts

Expenses

as Charge

Charge

Selling

12/31/19- 12’3l/l9

Lawn

of

Allocated

Crypt

Disbursements

ReceIpts

I

&rona.

(Carried

Expenses

of Crypt

of$

Disbursed Sales

$

.i,i:

Plot

Statement

$ S

S FoTwa7d) $

&

211,781,036.00

Disbursed

Inslaliments Sales

/2

5,871,462.58

5671,482.58

For

&

of PINELAWN

Installments Year

Amount

Ended

20

Due

CEMETERY

Dec.

Certificate

31,

2012

Holders

_____1.58S5%

$

$

$

2,852,618.26 1415,246.49

2,327,322.87

567,370.29 869,999.45

587,148.26 321829.95

88O.7iu5

58,520,615.40

14.117,018.47

63 Statutory Land Brought

$ $

Advertising, Cornmis&ons Commission Receipts

Net Land NolPlot&SalasC:’;:’r:v,0v’

Tc:aI

Net

NI

Chargeable

10% 15%

Plots:

Receipts

.aW,ft.

and

‘1.•tt,4

8,520,B15.40

Forward

Setng

Deductions:

P.M. 111188- CM,

from

98.8075%

Lawn

.r1r’licrlificsi-2O19

etc.

Total

Due

514.00

Related

lvI&R9c!iPt9

from

Fund PaId

Expenses Fund

Plot

Total

to

Crypt as

12131)19

Certif,vatu

Land

Receipts

Sales

Plot

Allocated

Charge

Chargeof

Statutory

of

Balance

Disbursements ,

Balance

Total &

and

Disbursed

a

Sales -

.2019

lnstaflatlons

of

Holders

Lawn

SeVing

Deduct

Instanments

$ $98,770,006.34 $

Crypt

01:516

@112 EMpenses

1.224,321.61 1.221,321.61

ons

Balance t

•

(Carried

Statement

D:sbursed

For

Forward) v:I =

Year

$

$

$

52,198,R5O.COt

51,721,738.50

of PINELAWN

Ended

248,018.79

516,599.36 211180.07 500,416.89 Amount

122,132.16

18:.198.24

87,402.50

96.6675%

).d>’ss

21

Dec.

Due

CEMETERY

31,

$1,721,738.50

Certificate

S

2&l,2

2019 ..

(Cont’d.)

Holders

510,242,35390

$

$

4,403,696.93

5.319,588,14

915991.21

Q4.249%

$5,013,685.22

$2,506,842.61 PINELAWNCEMETERY Statement of Amount Due Certificate Holders For Year Ended Dec. 31,2019 (Cont’d.)

Brought Foiward: $2,506,842.61

Certification of Crvps & Niches $ 4,521286,00

Sbtutorv Deductions: Commissions Paid $ 388,725.41 Commission Related Disbursements 155,839.24 Advertising, etc. as Allocated 475,130.37 Total Selling Expenses $ 1,019,695.02

Crypt& Niche Certifications lIl!i3tt 12131/19 155,948,90313 Crtpt & Niche Sales Contracts 111/68 - 12131/19 - $ 178,041,796.45 87.5912%

875912% of Total Selling Expenses Disbursed

Chargeable to Certifications $ 893,163.10 Construction costof Spaces Certified 1,094051.94 P.M. Fund Charged under Ferncliff Method 253,407.10 CM. Fund Charged under Femciiff Method 3k:U.i10.t54 Total Deductions Balance

Due Certificate Holders @ 1/2 $ 950,276.61 Add: Ad). Balance Due Certificete Holders at Dec. 31, 2018 530,431.09 Total $ 3,987,550.31

Less: Distribution #130 $ 1.591,732.50 Distribution #131 1,745,152.50 Total Distributions for 2019

Balance Due Certificate Holders at 12/31/19

22 nnec[ea C• FOR CASH AND THE STATEMENT INDEPENDENTAUDITORS’

P!T’JLi;/tVVN DISBURSEMENTS YEAR ENDED OF CASH DECEMBER (GENERAL

(:4:A4E1’:zuY RECEIPTS

CFiNI REPORT 31, FUND) ) AWD 2019 AND

TABLE STATEMENT Statement FOR Notes Audited IndependentAuditors

THE

Jiifl.f

to

OF

Financial

Financial

YEAR

of

COM’ENI’S

‘iNn!

Cash

OF

ENDED

CASH

Statement

Receipts

Statement

VIAUDITORS’REPORT

Report

RECEIPTS

DECEMBER

and

and

Cash

Related

AND

Disbursements

31,

CASH

201,9

Notes

DISBURSEMENTS

(Cneral ______

Fund)

PTNELAWN

(GENERAL ______

CEMETERY

FUND)

1-2

3-5

6 Management’s To 31, Auditors’ Farmingdale, in General Report Pinelawn judgment, statement States and X\e financial Our conducted Management An disclosures reasonable that circumstances, statement, considers evaluating financial We accounting Pinelawn’s

basis financial

accordance

the

2019,

have

believe audit

maintenance responsibility

the

tor

Board

of

on

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and

cash our statement

s

audited

Cemetery

Responsibility

America.

ta in the

statement involves

internal

the assiirancL

our

including

estimates whether

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that

ternent

in

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of

with basis

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the

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not

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internal

made

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express

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with

design

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have error.

arahon

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obtained audit

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p

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making

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determining

error.

to

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the

l)ecernber

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statement

audit.

to

provide

auditors financial

financial

includes

auditor

United

in

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attention

19,

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is

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UI’)

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it

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-2- Ike CASH ‘transfer F Cash Sales Grave Grave Gifts Fntomhments Land Colonial Crypt lawn STATEMENT

Insurance Record FOR Proceeds invesinent Suffolk Pie-need Fuel Bank lnterrnents Land Land,

lE3ronze Mausoleum Land nun

accompanying tax dcitions - and arid and purchase sales

TilE lease crypts mausoleum, RECEIPTS: inscriptions decorations plot liners services County refunds of Springs bronze from redempdons cash credit reimbursements income and

YEAR rental owners investment sales sales equivalents, sale

OF fund installments Treasurer card plaques reimbursement income

notes and

ENDED and and and

CASH of distributions rewards equipment installments installments income of lawn others are and - investnents reimbursement

RECEIPTS Colonial

DECEMBER an beginning crypt scrolls integral from — — Town TO’lAI, reservation Pirwiawn Springs Permanent installments of

AND part year of

31. — Town Babylon CASH

of

CASH

2019 Cemetery

this deposits Mahilenance of TO

Iinantial TOFAT.

DISBURSEMENTS property Babylon ______BE certificates ACCOUNTED CASH statement. property Fund taxes

PINELAWN RECEIPTS taxes

(GENERAL FOR

CEMETERY

S

S

FUND) ______36,400351 31,618,509 1,781,842 4,920,943 2,015J86 9,503,890 5,047,137 3,270,009

I 3,1 1,697,644 fl•f 854,670 894,519 406,040 429,527 438,269 379,532 103,865 1.22,319 71,089 32,970

32,857 t)7, 36,356 51,400 2,866 8, 579 866 796 155 25 -3- CASH

The

Commissions Commissions Advertising SJATEMENT FOR Sales Commissions Officers Office Advertising Advertising Labor Repurchases Labor Labor

Fayroll Materials,

Pre-need Office

New Association Director Professional

Union Grave Payroll Payments insuranc Union Interinents Retirement Non-union Union Current Development Crypt Grave tironze Vandalism Entornl’nients Allocable Annual

accompanying

salaries

York THE

DISBURSEMEWIS: - -

salaries

expense

related

non-union supervisory

inscription

employee liners

decorations welfare supplement

salaries

and

plaques

taxes

bronze

assessment

maintenance

supplies,

State

YEAR

items

under — - -

dues

of

lees employee

plan assessmenl

audit

lawn mausoleum

land - -

-land

expenses

OF

mausoleum lawn

deeded

Cemetery

benefits

plaques

and

notes ENDED

funding

deferred 401(k)

CASH

crypts

committee

and

salaries

crvpts

pension

foundations

401(k)

plots

are

servwes

plan

and

RECEIPTS

Board

DECEMBER

an

compensation

contributions

scrolls

plan

fees contributions

zntçqral

contributions

AND

part

32.

plans

ofthisfinancial

CASH

2019

DISBURSEMENTS

statement,

PThIELA

(GENERAL

14W _____

CEMETERY

$ -

FUND)

1,531,159 1,391,746 3,745,230

1,095,081

1.220,338

1,164,847

3,151,531

353,088 211328 475,130 896,907 202,319

702,673 118,761

602,612

748,092

737,062 192,175 130,874

341,000

148,310 296,089 338,397 199,461

310,570 529,751 576,752

127,388 614,569

404,615

41,bOl

80,015 52,186

97,350

11,391 19,065

1,070

—4— ______

P.INELAWN CEMETERY

STATEMENT OF CASH RECEIPTS AND CASH DISBURSEMENTS (GENERAL FIEND) FOR THE YEAR ENDED DECEMBER 31. 2019

CASH DISBURSEMENTS (continued):

Gericial insurance $ 193,857 Permanent Maintenance Fund conbihutions 1,636,172 Guard booth 39,202 Security 158,983 Mausoleum construction 1,113,120 lawn crypts 229523 Interment tax 163 Furniture, fixtures, and equipment 694.894 Garage. warehouse, and storage facility purchases 6,005 Features 60,000 Land acquisition cost 33.600 Distributions to land purchase funds 3,3.36,885 Purchases of investments 4,109,060

Land sale.s — refunds 8,937

Lawn crypt sales — refunds 1.77,300 Mausoleum sales - refunds 34,938 Interest paid 37,619 Administrative expense 57,664 lnvcstment management fees 43,419 lown of Babylon property taxes 379,532 Town o.f Babylon property taxes - reimbursement to Colonial Springs 97,334 Land purchase fund certificate repurchases 20,753 Repayments of bank loan 9,525

TOTAL. CASH DISBURSEMENTS 35,359,022

Cash and cash equivents, end of year $

Tirerccoinpanyingnotes are an integral part of this financial statement. ended net 2016 Pinelawn The America accouithng

determined disbursements/receipts Fund ‘the pertaining other States comprehensive

Pinelawn General All liabilities Basis

balances presented FOR revenue purpose below,

Income mausoleums, Non-cash land Pinelawn the are NOTE

Organiza This NOTES income financial representations other accompanying are accompanying summary consisting

Accounting liabilities

THE

of of and 1-ORGANIZATION December

Taxes

Accounting riot Fund, have and TO of America.

are tim; is of is maintains disclosures to transactions to

YEAR from principles have exempt that Pinelawn sul4ect a statement. assist

El recogruzed. the the expenses and been New Permanent of are

WA basis ot there unrelated been statement significant General lawn

ENDED 31,

.NC1A not approximately in tinder omitted financial York to of from financial its of understanding were consistently generally examination required is l’inelawn’s recognized 2019. crypts. These are arc in accounting hooks to not-for-profit

federal £ All the such Maintenance business

STATEMENT of Fund.

DECEMBER no not not provide accounting statement Pinelawn transactions cash accounting AND cash statement Operations uncertain, of financial accepted recognized. by recognized income management, in 840 applied accounts As receipts by accounting basis, other SUMMARY activities. Pinelawns the internient the acres such, corporation has evaluated Fund, policies statement tax statement. tax in includes policies are 31, Internal than the are in and been the based under positions in Investments, in the

2019 recognized transfers only regulated Pinelawn and accounting the cash United and principles the financial who of preparation OF prepared conform Revenue or on its InternaL only Town asset incorporated the Perpetual financial entombment disbursements SIGNIFICANT cash is for the activities States Pinelawn responsible by to/from had the recognized as statement. 2019. of property receipts principles to generally principles on the Service. Revenue either of no Babylon activity the of Care statement. the New ‘lax the unrelated America for cash in Cemeter other services cash cash and financial Fund returns 1902 have York and for The Code uncertain is AU accepted of generally basis on and

PINELA cash basis cash receipts the fund funds equipment. and financial Long been primarily The are State OuNlINC; business Section cash and for of

(hereinafter integrity’ disbursements. statement. and of is accounted accounting, accounling, cash disclosed Cemetery the in island, accepted or tax the accounting.. care are and

YIN cash the statement 50l(c)(13), cash years because income owner basis positions reflected and for oilier cash Pt)! Unites equivalents. New CEMETERY disbursements. in for ended graves, Pinetavri’) in Board. objectivity as differs of whereby these equivalents tar assets, Only the accruals separately. which York. arid described except a States and as the prior tract United notes. plots, notes items from year cash The and is has No -6- on its of of of of to is a compensation.

Non-Union Advertising Non-Union

2019 Pinelawn hours period and FOR $41,601, Pinelawn contribution non-union equivalents

Pinelawn Non—Union 2E% NOTE Pinelawn paid elective 31, NOTES Pinelawn advertising All

Events NOTE Pinelawn’s USWU, 19, Pinelawn Union

Cash 2019 2020, short—term recognition of were

and upon

THE of

401(k) have 2- 1—

Occurring all employer was representing IUJAT.

TO service which has uses

Cash has has has has PINELAWN-SPONSORED $199,461. SUM remaining employees

YEAR contribution 401(k) totaled Death Deferred and the been $148,310,

FINANCIAL is

Plan deferred a evaluated a a advertising No investments based

Equivalents union death 401(k) include is death The in for IAI1’

After disclosed

ENDED

Benefit contribution Plan benefits the $1,583,365 the such

Compensation both on plan contnbutions. representing 401(k) who benefit date compensation of

Report retirement OF financial checking, is events matching

Plan a month. its to based SIGNIFICANT were covers SIATEMENT in

DECEMBER are with the currently-employed, promote retirement employer for the plan

Date at of financial and paid original on the ensuing statement savings, Pinelawit’s least $50 plan each all its for

I’lans Pine-lawn’s a transactions year plans in 15% its eligible employer per RETIREMENT eligible match 21 for employee’s 2019. plan statement services maturities

ended 31, notes. and month veai’s match ACCOIJR for eligible Any

2019 for contribution and union eligible money non-uruon contribution match. December of eligible that among of for significant eligible non-elective age was non-union contribution each of each employees occurred market non-union PLANS three with available employees the employee’s employees. participant 31, participant br ‘OiiC markets to months one events accounts. 2019. employees. the contributions. between this dollar with employees. or to year plan who is more be that or qualified it

PINELAWN Th based who one for serves. ended issued, less January for are took ‘ears 9 dollar plan is or he are the members Total on credited Cash contribution December place more plan for accounted calls yeas of 1, on years benefit sen’ice. possible 2020 disbursements covers the during ended years for

CEMETERY ivith of of first and benefits 31, the payments service for Pinelawn’s and all of disclosure at December $300 this February 2019 Local least as service. eligible a to non- time cash plus was and for

-7- 74, be 80 in NOTES Non—Union NOTE at Pinelawn FOR contribute January plan’s Active 2019, for recent accumulated a industry

different aspeeLs: For NO Pi.nelawn

Bricklayers Metal General Cement Empire

)rt’oi

member

retirement

• 2019. • •

union

IRE

Pinelawn

:4_

funded

2- Plans

actuarial

Assets other If withdrawal may If to

Lathers

30,

TO

State

than Pinelawn

a and

Building Masons

contributes

has

PINELAWN-SPONSORFD pay

Mui:ni-i’icws The of

annually

ernployee, TAR

participating 2008,

Dçfined

have

FTNANCL4L

companies. and

the

interest

status

based

a contributed Carpenters

union the

those

plan

contributed

Local

valuation, qualified

plan

ihe

only

Trowel

to

l.ncal ENDED

Funded single—employer Actuarial Fair

Laborers

liability,

stops

Benefit

cover

the

at

froze

l’Iai

plans

on

46

to

through representatives.

on eniplovees

Pinelawu December

value

780

1 the

Pension

company Trades

or years

parti

any

Pension

nsion benetit

defined

STATEMENT

status to

DECEMBER an

Plan

$341,000 Pension Pinelawn’s

after following

present

Local

of

a

unfunded

amount

the

ipating

(VtIQMIwJi1ciiMtN1.’

of

plan plan

International

Fund

costs

such cont:ributes

who

31,2019:

accruals

66

Fund

date service

discontinues

benefit

(Pinclawn—sponsored)

Fund

value

assets

to

by

Pension

plans

had

date.

as RETJREMI-’. The

[}

in

based

the

required

of

l’inelawn [d]

liability

31,_2019 determined

some

[ci

of

at

funding and

effective plan.

The risks

least obligation

to

‘mimi

on

Pension Fund -

of

multiemployer compensation.

plan contributions

which that

minimum the

‘f

one

its

may

($341,411 [hi

plan

December

participation

xnultieniployer calls

underhincled may

by

hour

Fund UI

be included

the

ANS

for

for

exist, ‘I

plan-s

used

of

[ci A contribution

j[an’s

eligible

benefits if

N% service

to

The

31,

pension

and

paid .

to described

a

the

plan, in

$

S

status

2008.

provide

actuary.

13-1626710

114974385 11-199-1772 S2-6127?46

FIN

[3-6106419

Cemetervs

pension

niinimum

on prior

non—union PINELA

these to

Plan

plans

other of

he

September

The

for

of

9,932,863 9,680,471

(252.392)

to

the

in

paid

benefits

Based

multiemployer

the

plans.

January

2019

following

Note

jointly

participating

required

WN

funding

to plan,

employees.

December December December December

on

was

eligible

2

it ______

15,

Plan

to

June Most

administered

in

30, may

CEMETERY

the

referred

participants

$321,026 2020).

sets

the

contributions

2008

Year-End

policy

plan’s

30,

be

Recent

employees

employers

plans

following

31,

LIIecth’e 31, 31, forth 31,

2019

required

became

During

to

2018 2018

21)18

2018

most is

plus

as

are the

by

-8-

to

of

a During as etfective a related These The such Amounts than included presented plan current Pinelawn pending have is NOTES Among Withdrrrun Pinelawn’s NQTh3 muihemplover following (“FIP”)/Rehahilitation FOR [he final based other Ic] [e] [d] [N [a] fuhire unions assessments 65%. is THE a audits payment in interest. the funded other on benefits. or —MULTIEMPLUYhR TO projected September the the presented withdrew above. A tables. minimum YEAR in year hire information Plait participation plan first FINANCIAL are Green place. factors, pension Contributions Such of percentage outside ended conducted The required Due were is 5162,674,433 $106,944,503 ENDED $35,076. $14,111,957 56,554,403 57273,162 credit in Zone above 30. horn 2022 2021 1nt 2020 liability obligations Total Pension to the the made Plan December included plans 2014. accounting impracticality, (healthy) in Yellow a plan payment balance for STATEMENT DECEMBER of union-sponsored, per (“RP” these for will depending less Pinelawn’s to Protection Pinelawn i’4N.!.Q.N). iodicallv is the for in Zone be in 31, than if plans each deficit firms for status year this paid the Contributions it Pinelawn’s 2019, has (endangered) the the 80% the and liability plan’s Red was ended upon 5175,725 to Act !LUjMLN1*VlANc&YIjW1fJ) 31, in For 560,683 contribution 52,206 year a column within Pinelawn amount conduct Union twenty-nine 5- 5- or current may Zone 2019 assessed ç’PPA’’) the non-contributory a most projects ending December plan’s are 2019 year result (critical) seven indicates contributed to as recently-available audits funded or paid zone a follows to current ended December Orange a in withdrawal installments, each credit years. 31, S224608 an on if status percentage plans 2019. assessment PPA it the December for unio.n and Zone Yellow qualified Yellow to Green Green Green has balance ______31, benefits the each columns The Zone projected for related $ S a liability 2020. (seriouLsly include years PINEI each current IRS which greater individual Funding deficit defined 31. For 168,456 484292 224,608 received Form totaling 91,228 to ending rank funding. benefits of pension 2019 this funded AWN an than endangered) within $1,332,011. 3500 the benefit PIP [II Improvement arrangement, pension December is 556,152, for 80% ______funded Schedule not benefits, outlined The 1

flre

‘c’rtifit:ate aOftt

Pinelawri’s

rent

also July

than

Cemetery

Course,

equivalents,

totaled

and

TflE

Purchase

directors

4- 5-

are ,mn

of $438,269.

2(19. calculation

and

clubhouse,

officers,

1,

TO

ten Springs

Springs

Cash

instruments rental

a1ities. and

for

the CONCENTRATION

RELATED

holders, makes

as 1992, in

YEAR

certain of are

royalty

$379,532.

FINANCL4L acres

Inc.

believes

per

financial

lease any

gross

General

formula

being

Equivalents

receives

owned

Fund

totaled

Pinelawn

income

are

(“Colonial

Golf

an

semi—annual

which

ENDED

is

available

taxes

and

and

and

at legal

income

receipts

also

agreement

obligated

appropriatew

PARTY

Pinelawn any

Cowse

that

by

S3ij9,199 institutions.

remittance management

Fund,

that activities for

rents

paid

shareholders

exceeded

rulings

began

Once

time

STATEMENT

potentially DECEMBER

201.9

into

for

Springs”)

from

factors

on

TRANSACTIONS

of

Contributions

such

distributions

for

after

is

with

OF

its directors

in leasing

totaled

a

Colonial

related

that

not

Colonial

of

Permanent

lederallv—msured

fixed

2019. real

CREI)IT

Pinclawn

implemented.

in purposes.

the

the

is

these

exposed

for

and/or

affect subject

net confident

5175,307,

approximately

estate

fiftieth

New

dollar

A

a thereto.

31r

of

Springs’

Springs’

term

distributions.

sales

total

Pinelawn.

RISK

to

2019

to

the

dircctoics

has to

York Maintenance

T’inelawn

taxes

year

amount

land

of the

any of

figures

that

Presently.

calculation

75

not

Procedures

3,336,885 behalf,

State operation

Permanent

upon

limits significant assessed

years, purchase

its

one

225

experienced

and

pins

to

Such and

interpretations

Cemeteiy

need

acres

Real

of at

credit

officers

Fund.

to

four

certificate the

of

of whom various

be

was against procedures

are

fund

risk

of

Maintenance

estate

ui

the

dishihutions

used directors

greater

‘l’he

risk

land ______

its

distributed

of performed

board.

on

any

golf

is

certificate

PINELAWN

unUsed

Colonial

times solely remaining consist

the tax

these

also

.tor

ownership

of

losses

course.

of

have

of

reimbursement

contributes

properties

such

interments

an

a

during

br accounts.

Pinelawn,

Fund

land

principally

lixed

Springs.

to

to

amiually

officer.

in

not

holders

the

rulings

Rent

sixty

all

land

such

to

revealed

operation

attributable percentages.

the

doHar

certificate

Colonial

receipts

and

CEMETERY

percent

if

forh.’

Distributions

purchase Pinelawn

are

year,

two

accounts

based

Pinelawn

to

of

receipts

reimburses

amount

reasonable,

ensure

percent

cash

any

of

of

that

tom

Springs

remains

holders

upon

whom

to

a

errors

Some

2019

may

fund

and

and

golf

-20-

has

are

the

for

tiw

or

of

to

a 23,108

NOTES FOR

c N(

InCltIk’.{ilt’;l’IlrH’i\lV:’J’d;0ilII;’iIlIO inipail

l’inelatvn’s

its Maintenance ‘p.’r.itit’i. General S1,4h0,865,

Permanent to management and

3.l’); IltuL

respectively. principal Future

)‘I’L

ti’,itids.

its jn’i’i-itn,ns

THE

[inn- that

h—.

/

Ill,

‘7

General

TO

‘n

minimum Fund

I

c’r’llIllllu,lti

‘‘‘‘‘1

i;1-

YEAR

I it,t’,’’t

]‘FRMANIiN’l

IlI(AI

and It’

Also Perrnanei’it FINANCIAL

IVIiiii’n,1

‘listIw,

\.iiih’,,rice

ii

‘vr

I’ii

Iol’—’t’.

of Fund ‘hi’

In,’,

to

interest

Fund It’

the during ‘l.l’\”Il viiH ENDED

its t’,il;-ii

‘l,Illil’fli

Ii:’

kiN

payments

jiivnnlo (tI,’h

Permanent income

Permanent

lcLnVl is

IiialuMl

‘III

2020 to \iaititeiian,’e ,IP,j

71

IOl(’lVVS

of 2019,

I iii

i’, of

Fund

MAIN’l’ONAN support STATTMEWI

t,l’, DECEMBER

ln,’v;iI

i”si’,’In’,i S373.

--

i’n\’,IVI’ my

hin’l,itvn

‘oiiij’li,n’’ hat

for

under

Pielawn

oiil;,Iitjc”k,

i

lili\’l’’’

tetI,l

Maintenance is lht’

iii’

c,in”’iv

\i,lti’{,iI(’l,’

d’-t1:; \‘,

.It’J’4t01\

current

H, these outcome ,‘,‘j’

1,1 I

Is

‘i

lv’ -it,I

I 1

i’;

.t :‘II7,

:‘;iltcd

transferred (‘I

0- 31, 1,’..;;

cs—iL hii’

,ilinii’, loans 1

‘i

‘‘v..’.

tI

maintenance

:i’’Ii

•‘‘.

2019

I tertaiji

.lI.lIIIIi\’

,L

ti’Lv Fund.

of II’tt ‘,Ii.L;, t,JNI)

I’’

I 1,115

lid;

nil ,1,ii,i,’ii

are

IIt•i.Ii

any

gid

‘hi it;.’

31,

arplir.kI’

as p.’t!t’ (Ito $I,e9?,644

I,,’Iw,lv,’iiltitI,.,tl,-:.

ttiiflN

itO such

‘iItliii.

follows

‘Jltft p’u

‘,it,iii”iI’

1,

-h--i hit

,-.;-; ii’t,il’I’

I’flis

1i,inlde

si’

needs.

iii

claims

il am

jht, iti,

ti!’

I,;’ ,llI

N,

211’). for

Hi--IlsI of

laws

JiT[’’dtiOIlt l’tm,ii’id

It,i, iii’ hisitifions

for It

‘, Per :,.

‘1 ti

ct the

II

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titit

Li’: PINELAWN li,thi1’v vt) aol

iii years Ii

i’,Iti,,I

i,iwIF5

liv’

in-fl-’,

I’.llt

v

jilt

41U

ir1c’Iiiai v[’s’h’ry

tils

F1’

York

,I;’,l 1

‘ \I,lIi’ii’I

ending ll

on

I).

(lb iJ,,,,,’;’ilot,çh

\‘laiii(

and II

1rc,ll’lI,

‘Ii\i.; 30,705 v-Hi 31,933 85,74çs 1

t’t’t’lv

‘i

hl.U,/2’’

the tI

LiH’

F’’’

‘.,si,’,s,

vo,; ‘Ii

it145 loin,l

lii ‘‘it

December

I

i,It]I,IllI\

‘v,jI

use

lIit’ ‘‘‘Hi; CEMETERY

;L,,’’LIO’,

n’

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liii

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of

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ii

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—12—

lii Farmingdale, Pinelawn

Co

,;tUIlcItrI ItIti

Ni;ul: requirement

ni

II

‘turpise

Connect-eu

t;• the

ICHtcI

1)

ii’,.

2)

Board

on

investments. Requirement: Cash Procedures

hand differences. i!lEii.iiiliicut; brokers Requirement:

We Procedures investments of

the basel investments. on fi American Our

understanding Cernete

lii

nj;

its

our ,.

c

have n

of

1

Xew

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icitlill’

‘units examination were

icuir

was Hi cash,

,IS’Iti

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Exhibit for Lawn

6 Crypts Creer Vice Matthew Sincerely, project that To and The Cemetery The Junf4,2020

44 whom performance have signed lawn President Vault in Creter not erypts Section Law. it / may Corporation sealed had

CRETER produced concern, standards any 7-55 structural structural Five of Pinelawn GeneraUons by

VAULT of Creter cakulations subdivision changes Memorial of Vault

CORP. Experience, in (c) attached for the of delivery Park. last Quaflty, section ten represent Service years to 201 Pinelawn 417 and 17 lawn Route Lawn will crypts Memorial be 202, Crypts used provided Flamlngion, of for Park the the by meet Phone: New expansion Creter Fax: New the York 800-352-4890 908782-7771 908-782-4381 Jersey design Vault 08822 Harrison •iia!rlrleu P.C. Consulting &ructurai Engineers

STRUCTURAL CALCULATION

Pine)awn Memorial Park Farrningdale, New York

Double/Quad Crypts 20” Cover

For Creter Vault Flemngnn. New Jersey

February 20, 2013

N. Harrison,

46 Knowles Street Ptnrigton, Nt”, Jersey08534 PIoe6O9-8i8-L808 F&x6O9$L8-SO9 in — S C • %j tfl os,l —o ‘4 0 V Ct

1 - ViN7. O — & ‘4’ I - S u — S a - n 1 “i- ‘N -. a) 3 ‘3 0 x

‘4 0’ 4 — -‘ .) — / j’ :t. n. ZA 9 (1

/4 - J -L

i) * — N fl ‘14 pJ

.JQ ___

Sheet No.2 of 21 ‘4 1R1Ci Ai T C SQL’ ONSOLDA D “ NI I) Coh IONS (ASTM D3080)

35DO-CCC46S ReportNo. 2758 Crate VauLt UbNo. 1Q70 iU!t: Name: Crer Vault Dark Matsrl& BoringNo: NP date: NP — Depth. MR DarkSrown wall;raded sand w4thsh and gavel

Type ofTeat: r Undisturbed f Remolded to 95% moiSture

flAIL Pitt NAME: Norma!VerliI:31 Load. ksf L. howalte: •1 ZJ4 Wàt RS 2.Soil 200.67 i97ie 198.481 - Wt Ot9. 44A1 158.1 1$&ti! 15t0L z RbDlrie, htF 2Atd pAlsrz4Th óttiitbatsL onu Moisture,% 11.5 11.5 11:5 owetWçi[zrr— W4 Wo’ Rav4ewed By äiiji ik41 18121 17931 EiwelV’t, g. 1819 i6i.?4 - NjEbiwU1;iWiEtTKa4L 139-9F Cailce E Acero. RCE — —“czn OensI!y,pcf 118.41 I18JJ Moisture Con’ent W 1yr I!Dl JI!J

j A RunT J..! H ticr O.S(H31 - Normal bOG 2000j Phi angle 39j2 PSF) $hnr f 1153 ii4il 3555 Cotin,ori Direct Shr

• 35s5

floe

00% I15X ‘ox 4ii I ----I I 500 I— F••_ I 0 .1 L-t 0 00 1000 1500 2000 *500 3000 ,w_4co0 4nJ C8013x.348 EffectIveNormalSir,e, psi)

Direct Shear Test Results ftfiii iEII’1T14LTSV UI U.,i 13 CreteerVauk 1’ Drwm CAcero 1 0r0;1 1 Date: .4/13 .1Volurneof ______

Sheet No.S of iw:(; AitttiTSdiCO&buibATED DRAINEDCONDI1IONS (ASIMD3080)

No. 36069-000488 Report No. 2159

Ciato vAult - Lab No. 10971 Name: Cjel’t ‘j:iuit 1 .: Bodrç No: NR cate: NH Qeplh: NR -tic Vegow bco poor graded said

Type of Teat r’Undisturbed 7 Remoided to moisture

- r-A.v&

tiiEn Late : —. R:nij S SoO (wet). . i;3e 54 16Q.63 173 3U A tRn5 4 412W 304 vVLofSo J. 9! i4oMJ 13sj, n8s91 Rinc Diameter. 7.4Th 2.415 .t.,2.41& -- - Th9o.23; Rsv4wed By: GiaOr1g.EøWi71UwirK:rrLm T?ôlit Zr___ - J44 15083 NetoryW!.i.J :::R 1)1.24 13071 E. ?c,r.) RU U;) [(tO 1.00’ :i.uLYj3.. 0.U Oenpcf ti*

0.834 [Thun T’j I Norm& 10001 .92!I Phi angle (;o;.ñ CoheiJon:. I 793 InS. 315j Direct Shear —

3351

C. -I 36OO i I 23001

C •0

300 $000 1500 2X0 XVD 3500 C000 •SdO Ii Nofl.fl& EtfntJn Sir,,:.. (pit y0.834x+20

DIrect Shear TnI Raiults ‘ [‘ Tcsting EngincersVerticalV 7895Convoy CourUSuilo t Creter Vault SiuiDicgoCA92ItI R Ip4i1I q Ut p. &587155800 t587I5 5810 FIure: 7 Client: Creter Vault Double/Quad Vault Design SheetNo. I of 21 Project: Pinelawn Memorial Park Contract No.:

Design Ci1era Eaih Cover - uø to fr!eel Load - 6000 lbs over I sqft area nsde Shef Load - lfl bs Soil Weight - 116 5 pet Assured Equhsalert Fluid Pressure - 26 5 pcf Assured Concrete Weight - 14à ocf

Material Properties Concrete (ft)- 5000 psI Concrete Flexural Sfrength - V(ftG 5) PCA Iltereture WWWReinforment (Fy) - 75000 psi ASTMA487 grade 75 Bar Reinforcement - 00000 pi ASTMA615 grade 60 Structural Fibers - Tut-Stanc SF by Eucc Chemical Company ASTM01118 References Precast concrete quad lawn ciypts *scgn Dimensions Box Height = 57 inches 57 Inches Box WdUi = 71 inches 355 inches Box Length 90 inches 90 Inches Side WaHThickness Thp 15 ncnes 15 inches S:deWaF; Thickness Bgtjom 2.5 IncHes 2.5 inches nd WaP Thickness Top = 15 inches 1.5 rces rd Wa Thickness Borom = 2 Inches 2 Inc,es ACt 318- Building Code Requiranents for Structural Concrete Shearphi= 055

Harrison-Hamnet!, P.C. Consulting Engineers 40 Knowles Street Per.ninzton, NJ 08534 609-818-1808 Fax 609-88-1S09 Client: Creter Vault Double/QuadVaultDesign Sheet No. S ofV Project: Pinelawn Memorial Park Contract No,:

H —4-—-- ,.f. ‘at ‘at

a H !C4 •: n $‘ S C.

9 F 1—

IIs ci) I

1) >— U 4 -.---1 a 0 (ii I I

-q r S

Hanison-Hatneg.. C. ConsultingEngineers 40 Knowles Street PenningLon, NJ 08534 609-818-1808 Fax 609-818-1809 -

Client: Creter Vault Double/Quad Vault Design SeetNo. of LI Prwecc: Pinelawn Memorial Park Contract No.: t h [iifl t h d •i U z—9 i1

dIII u(I, I I d

I (f (I

H

LH

4 .1

Harrison-HanneL:,P.C. Con3ulcingEngin 40 Knowles Swe Pennington,NJ 08534 609-ala-I 808 Fax 609-818-1809 Client: Creter Vault Double/Quad Vault Design Sheet No. 7 of’ 2.I Project: Pinelawn Memorial Park Contract No.:

Ccver DesIgn 2 Loads - 213.5633 psf Self Weight •..35 ‘concrete 42.29167 psf Concrete Cover = ‘Q,;75Inches

Case I - VTheelload over soils .. assume 45 degree distribution Liveload: 2755102 paf Dead Load 255.875 psf

Factored Load -Wu = 1.20L • 1.811. 747.8683 paf Moment - Mu = Wut’218 0.818141 ft-klps ShearVu= Wu*!/2= 1.106219 kips

alpha = ASFy/(phiF’cb) 1.470586 eAs Mu 0.G’AsFy(d-alpha/2)

8= 4.138029 = -15,4688 As = 0.05388 i ft strip 0,818141

Mc= 2*r*c)A2 • bd = 4.686905 kips phiWc/2 1.983435 kips No Shear Rein!. Needed

Case 2 W,esi cad w/o soil Live load = 6000 lbs over 1 sciftarea Dead Load = 42.29187 psf

Factored Load - Wu I VOL = 50.75 psf Factored Load - Pu = 1.&LL 9600 lbs Moment - Mu Wu*1A2/8+ Pu/VU -1)/2+(PW2)/(2Pufl/(1.711)= 1.225575 ft-kips Shear- Vu = Wu*l/2+Pu1211= 1.697603 klps

alpha As*y/(phitPc*b) 1.470588 As Mu = 0.9AstFy(d-alpha/2)

8= 4.136029 b = -15,4688 As = 0.061192 Ift strip C’ = 1,228673

Va 2(Pc2 bd = 4.668906 klps pN’Vc/2 1.98335 kips No Shear Rein!, Needed

V%M1As 0.081192/ ft strip Gas? 2 Governs Using 09.0 wire © 10 cc. Maximum Spacing 3 thickness = 10.5 inches As = 0,108 Relnf, Okay

Harrison-Hamnett,P.C. ConsultingEngineers 40 Knowles Street Pennington,NJ 08534 609-818.1808 Fax 609-818-1809 Client: Creter Vault Double/Quad Vault Design SheetNo.& of 11 Project: Pinelawn Menoriai Park Contract No,:

L ID RE ENFORCEMENT

- e#ie to t-nr A8Th14*31-Ce - STEEL MNlMl TEILD 6TTW TO e 1g?Øø 4 øL% e1wAN - 4r-rj1uaD S44EAR TO E 3$t Lea

Harrison-Harnnett, PC. Consulting Engineers 40 Knowles Suet Penningcon, NJ 08534 609418.1808 Fax 609-Slg-1809 Client: &eter Vault Double/Quad Vault Design Sheet No. of Project: Pinelawn Memorial Park Contract No.:

Wail Design 3 Vertca Loads Factored Loads Soils - 4738.88 lbs 7582.208 lbs ConcroteLid- 938.3404 lbs 1126.018 lbs 1.2 Mieet Load - 8000 bs 8600 lbs 1 5 TotaI 11677,23 Totai 16308.22 lbs

Wall pressure (Assirne load equal on two long waJis) 1220.548 plfor 6780824 ps:

Wail Desgn Capadty o.45.ph1*rc*Ag(1acj32hr2) ACi 318 22-14 ph 5000 psi 18in2/ft Ic = 28.6 inches 1.5 inches

Pn = 18355.52 plf Okay, Rn fl Pu

Center wall is double loaded and is aiso double size If perimeter wall works, interior wafl is fine.

Base Siab Design 3” corcrfl 36.25 psf

Vertcal Loads Factored Loads Soils- 9477.76 lbs 1516442 lbs 1.6 2 Concrete Lid- 1876.693 lbs 2252.031 lbs 1.2 Quad C.rypt -.4 ‘66fi2 lbs 7910,4 lbs 1.2 2 lnterrnedateShe4f- BUlbs 96 lbs 1.2 4 CoflSns- 1600 lbs 2560 lbs 1.6 V1,eel Load - 6000 lbs 9600 lbs 1.6 Total = 25628.45 ThtaL 37562,85 lbs

Soil pressure = tJaree = 848.9374 sf Mu = w’i42110= 6489.163 iri-lbsfft Parlial Fixed end S = b’d42/6= 18 n3 Ri = MuIS = 380.5091 psi Fr, = 9’(rc0.5) 836.3961 psi Okay, Fn = Fu

Shear at slab depti, from shell face Vi 935.1801 lbs/ft phi = 0.7 Ad 318 22-9 Vn = phi4I3rc.5 bh 2375.879 bs/ft Okay, Vn > Vu

Hanison-Flamnett, P.C. Consulting Engineers 40 Knowles Street ?ennkng:on, NJ 08534 6C9-818-1808 Fax 609-sl8-lsOg ____

C!ient: Cretr Vault Doub!e/QcadVaultDesign SheetNo. 10 of 2? Project: Pin&awrj Memorial Park Con:ract Noi

3 1/20 NOTES: - OESN FO UP TO 22” SOIL COVER OVER L - ALL VAULT OX CONCRETE TO CONTAIN S I 5/CXD 0f SPECIFIED -i I1 STRUCTURAL MACRCFISERS

I t

I 2”

EL flF

L

lmsDr-ha;a1et:. PC Consuin Engineers 40KnowlesStreet ?eimingtcn,?J 08534 609-818-1808 PaxeOg-S18-t8D9 Client: Creter Vault Doub[eiQuadVault Design Sheet No. I of Project: Pinelawn Memorial Park Contract No.:

WaHDesign - Lateai Loading -

Lateral Loads Equivent Fluid Pressure - 26.5 pef 12 RIpaxial equMlent Ic 2 additIonal feet of soil

Tcp”Ssam’ Member tNckness 35 nches Member w:dth 5 inches Concte Ccver* 1/2 oar = 1.0625 inches 3/4’ cover Average Loading 24” add’i soil + box cover 4 lidthickness + Ialf 15.5’ trtbutarywidth 5725 inches Soil pressure Wu = 269.7111 pif Moment - Mu = Wut’2/8 1.896406 ft-Rips Shear.Vu=WuY2: 10l14l7 Rips

alpha AsFyI(phiFt’b2 = 2.352941 ‘As Mu 0.9’ArFy(d-alpha/2)

5.294118 br .10.9688 As = 0.190387 ir’2 C 1.898406 As provided 0.31 in2 (1)#SBarOkay Vt = 2(Fc2 - btd= 4.136575 Rips phi’Vr12 I .758044 Rips No Shear Relnf. Needed

Bottom Beam’ Member thickness = 3.5 inches Member widtF: 12 inches Concrete Cover = 0.75 Inches Loading 24’ ado’isoil + box cover lidthckness + twof top beam + half 24’ trbutarj width 77 inches Soii pressure Wu 352.7556 plf MomentS Mu fiA2/S 2.550625 ft-ips Shear- Vu = Wui2 1.360333 Rips

alpha As’FyI(phFt’b) 1.176471 As M O.9ACFy(d-alpha/2)

a’ = 2.647059 -12,375 A5 0.2151 in2 C’ 2.550625 As proved = 0.4 in2 (2) #4 Ears Okay Vt z 2(F’c2 bd = 4.666905 kios ph?Vc2 1.983435 kios No Shear Reinf, Needed

Harrison-Hamnen,P.C.ConsultingEngineers 40 Knowles Street Penningron, NJ 08534 609-818-1808 Fax 609-SiS-i 809 Contr9ct

Cliern: Projec’:

WaU

De&gn

Creter

Pinelawn No. -

Laterat

Vault

Loadir

Short

Memorial

nd

40

Soli

(coni)

639-8184808

Hanison-Hnrnnett.

Knowles

Wal

Vn pressure Shear Vu

Mu Ft S Total Loading

Fbsllow =

Pk = =

Oe&gn =

at

Double/Quad

Street slab =

phl’4!3ffc W1A210 $‘(ftAQ$)

MufS b’d”216 +

24’

469.5139 1583.919

box

depth

1/3rd

add}

Wu

phI

cover 87.5 c

P

from =

from soIl

C. -

lbs/ft lbs/ft

inches +

635.398 539.7641 4122222 6.722222 3825.414

Vauft

to •

Consulting shell

tottom

lid

account

Pennington,

thIckness

01

face

Fac

Design

psi. 1n-lbs!ff p& plf

n3

60981R1809

for

Engineers +

wheel

2(3rd

NJ

08534

loading

Okay, Okay,

Partial

depth

Vr’=Vu Pb

Fixed

(see

Sheet

allow’Fb

ACI

previous

end

No.

318

22-9

I

page)

Z

of

5

1

coniract

?roect:

Client:

Creter

Pinelawn

No. Vault .

I H

ii II I.

I I;

,

II II

I i I

;i 1enioria1

I—

40

6098U-18)8 Knoviles __C)I I

I.—. Park

.

Double/Quad

Sree

PCConsulting

--I Vautt

I

.... Fennbgon,

I

H

H

‘I

H

Design

I I I -1

I

Engineers

Ni j fl3534

\:IH

I...

.__ SheeNo,)’

•-

H

a]

o

4—

cv

U (3j Client; Creter Vault Double/Quad Vault Design Sheet No. ) of 21 Project: Pineiawn Memorial Park

Jftng On lie ad liftingdevise

S& weight- 42.29 67 psf Factored Weight - 50Th ps

Design double cntEever Left Cantiever- IS inches Centef Section - 54 Inches Rlght Cantilever - 13 inche

Momentencs (Me - (2W2 24321 94 in-lbs Moment :erter (Mc) - (t1A21/8_Me= 30402 42 r4bs S lid = b*dA216 72.47917 in3 Pbe 335.S?l4ps; Fcc = 419.4643 psi Pb ma = 419.4643 psi

Pb al:cw= r(ft0.5) 636,3961 ps Okay1 Fb allow>Fb

LidTotal WeIght. 938,3464 lbs on 4 anchors 234 5888 lbs!anchcr - tension DRA 31 055 anchors in 5000 psi concrete Allowable Anchor Tension - 1343 lbs ALowableConcrete Tension - 2020 lbs Anchor Is Okay In Tension

Usln sling t 45 degaes - tension equals shear Allowable Archer Shear. 750 lbs Ailcwabte Concrete Snear- 1140 lbs Anchor is okay In Shear

Maxilrum cal in each of 4 chains (at 45 degrees 331,7555 lbs

LiftingUnit DRLO1- 2000 lbs Product Okay Lck-A-LoyConnecting Lrk 5/t6” - 5700 lbs Product Okay Spectrun 10 AlloyC?tai, r- S’flQ lbs Product Okay Allfour cnains are connectec to Master LInk A-342N Master LrkAssemty X3- ‘7100 lbs Product Okay

iTarnson-Hmne:t, P.C. Consulting Zagincers 40 Knowles Sueet Persington, NJ 08534 509-SIS-ISOg Psx 6C9-8l8-l809

Contract

Project:

Client:

Creter

Pinelawn

No.:

Vault

Memorial

40

lIantson-E{arnne:t.

Knowles

a

Park

Double/Quad

Street

Ij

.1ZJ

PC

Corisu’mg

Vault

Pennington, I

—‘‘:

Fac

Design

5J-8S-18O Engnttrs rc

-

Hz

N sc

CF

05534

Sheet

No.

5

of

2 1 ___

n Z03 -cIflrf;1 FR Sc-; - ,s:c LIRS 4j J$sllllt% ____i__uMdTa Anchor WeigbtStggnted k.ow Allow Limiting CotiMtt c) -r Cr ozct PsnNq. L-e*igth w100 Edge Loadu LodatConcrcto Teiott Loadat Loiedát rnt-: -- pLCv4S Distanee2,2Q0psi6,0C0psiI3ttige Factor 2,20psi6,00t1p&Strgft Factor 0< • LtiO]J1b]JJJ9PTw[ThFTiij!ip$ (717 CSps CSP 23/16 154 3-314 30I 2070 $X 26.0 750 16,08 Ct DRA 01065 2-9/16 16,4 4-1/2 l,ÔBO 2,070 3,350 35,83 ),020 t,6o >6,000, 21,78 C 0’ DRACi 0*5 3.3/g IS.5 5-314 20 2070 <2,000 51.85 l,SQO zmo 4J,60 S2j4 0 C ‘0 DaAulllo 4-fl/lb 210 j 7-3/4 2.0W 1 2,070 <2,000 8441 2,070 2,070 <2,000 $029 9-4 9.7/16 34.2 14.314 2,0701 2,070 <2000. Z39S 2mo;_Z07ô ‘z2IJC 2$2. I

thncalwoictc. -

0 Cl) — 0, u’I. C 44 (cs V/eDx 8agths - - j: trLQ ,-.,dll 23 Part No. Cspacky P

.. E.: A I , . .T X [bj T,J.b’ -.b ‘f lb p Tx7ib 43(’ I i/O 1,6Ska 18 1,920 ‘‘ — C 2ffl0;2,070 2,070 2,070 -u DaA0l005lTxi9116 4. -7; 1390 1MG Z0?CzG70 C!’ C,, 2j170 UI 0251 Tx 3-3/8 5-3/4 2,010 2,070 . 2,070 2,070 2,070 2070 2070 2070 2,070 2,070 1101 Tyo4-U1t6 7-3/4 2,070 2,070 2,070 2,070 2,010 2,070 2070 2,070 2,070 ‘ B’ ;DRAVI ,_- Q’2 C J2077’ - •nR; 41240 r 9c7fl5 L’s-?z 70J 49z 7.22c2q..j 2cZLL.P29 2•qyO 20. z qj — - (4 1-- c- Instil — 70 cc — -,,. C “ city Dsct • A’ “jgb’t Sh’:r - ,- 3- - Fart No. Cap -C VAt_ -, V.. x[-c’ga. is t’). V - -V° S_tt? )7 JHZ 1J40 1,240 flJ-,0105 CT2-i:6 . 3-Y4 1,460 1,540 - 1,600- 1,690 1,290 - DRAG) 065 I T 2-9116 4-1/2 970 1,020 1090 1,190 2,00 2,070 - 2,070 4,070 2,00 DRAG! 085 1 TA 3-3/B 5-314 L440 I,500 1,610 1,760 1,900 I 2,070 2.070 2,070 - 2.070 :- 2,070 2,070 Oak fl 1U Tx 4.11/lb 7-3/4 2,070 2,0io 2070 1 2.070 1 2,070 2,070 2,070 2,070 2,070 DRA01 240 ITxO-i/16 14-314’ 2,270 2170 .WU 3 ss

Stud

Used \4gnetic Rubber

•dtng

)R

s12e1

Set

Contract Project: Clienu

cc,

(or

Recess

I

to

Lifting

4

5,’

body Units

anchor Recesses

inchor -

Rei’ess

s Creter

DR

-?‘)3

Pinelawn

No,:

I,,nr:,:

pwpoca.

t

Anchors

to

Forcttcr

fle

VuIs

stamped

For

1,

ota

System

form.

Tht

use

reiacive

M2morial

i

mar,eIic with

on

nazertat

40

ettob

609-8I8•S08

IC

OR

Harrisor-lIarnntt, Knowles

the

Apchnrs. unit

surfaces

concrete

Park

and

DRLO8 ORLI6 Lifting ORLO4 Parr Lfling8,eST L:r(c,gEye Lftlng DRLD Lfling

t’4dmber KA-75m Number KA-t)Om KA-13m ORRO4 DRRO2 KA-530m KA-250m KA-25n DRRO€ I

Part

to

fitted

Doubie!Qvad

match

Street

Rora:cs tye

Eye Eye

sea,e,

surface,

*ith

Parl

2

4t

2T

it wth

LeT

on

cotectmg

the

Each

P.C.

Sys:cm

gh.rfln’nar:ce SytIem

System

the System

Code

Codt

Code Code

2.5 contct 2.5

I.) 2.5 1.3 20

Rubber 20

Rubbc, ,jobcr rtjbc,r 10 ID

5 20

5

5

Vauft

0

er,hor

Cor,sujtine

Rubber

Penningien,

the

anchor Seal Seal Seal Seal

Fax

syt

to

Design

Recess

tho

em

Par For 7cr Foe

(1094181809 System

System

System

System

c’atytetic

type. F.nineers

direcuon

against

Ma,ei Manet Magnet Magnet

12&

l2&

requre

6 6&8

Tons

NJ

6 2 ‘fins

Tee

&

4 2 4 Capactly Capacity

2 I &

& 4

CapacIty 2 8

‘a 2 Capacicy

I

R

08534

IC

16

8

conosion

IS

sy;E:n,

of

one

cad.

Wing

provrdirg

Sheet

a,d

System

2’S’Ió’ 3-11/16”

45r’

4.5/5”

Diem,

D:am.

25I16xl 3

7/8’

4 2

dernacs

Nut,

54x2

?1a

;/:exI

RCCCB

Recess

No.

X X X

X

Coot

X X

a

Pste,

X

2.5/La’

2-5/16”

5/16’

7116”

1-7116’

Depth

Depth

2/Is” hiI-pcwercd

t’51t6”

718’

I-’g’ I?

is

and

of

2.

1 C) CC_ 4---. ci I 0’ I -- o1 ci a -

3. <0) r 3 - - 1

- 0 &.- C n C 3 n i ‘c.1c Di p r O 4— -< : 0 > 6:3 4 0 G’ ir-, it “a ‘0 I_ o g —:. I) i-< - IA>. C-

- ! 0’ ; -4 — -- € L.t) a. g ‘ -r 3 C -C C C w ‘F Ii-, -r C, i-C Ct 0 a F a 0 0- 0’ Qfl 0’ C CL

- Cr -<2 n 0’ C In I i-v C 0 “11 •0

-- C t; c-fl. o’I o, -‘C o ° ---2 a D1 ow DC C) F. — Ge 7U

Ca

F, a 4’ 2; C

a- 9r-’

Project: Contract Cilent:

=

1•

A -

Creter 4

.-

Pinelawn

No.: 4

A

A-

-1_a

-I345N

...-

k*48? 342N

Vault

1 ,1-

Memorial

‘I

Matn A4342N A Master •Pro’f • • • • • a 4 * • • • •

40

::anP--

6098:8-1808

-‘ a A,a4arl Fogi Au Eng Pta,, nlti’ PonI ,.-lg’rjuc, A?)

-134

nd,r ‘a?

uaak :-,

,d.-,itfo.I

nut

x..

Hr--asor-Harnneu, 1’ Knowles

i-i

.,.,...,-. ...

‘rs wra

na -

wcr

5N Spyi tsr

it’

(or ar Cs,!.lWlInh,::C.:Os?;’Co

l.,,O,

Park

7.{a’

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ml

LInk

O,

hCftit*’foOO dro

I

are

Id

tiw )hc C

rióoJ

A1346N

IOifSi rn’’ 5fl-.•E

Double/Quad

Pf.:

Ha!

drop

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pLar

tIl’c.llo.’l’ .‘.f

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iii Sceet

r.i

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Z foi 44

fi1

mom

1

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aim

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v.:.

ff477 .i

;r

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a

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Ii

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I

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nib

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Vault

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:Invn

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-.0

cr1

5k

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a.,

tpiar

muafphI Crd

CrldC

f,x’jre!,,,,,nI

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.Zc-41 Proof

Design

nt

tiii.

.

0$ -- -- -‘ .i

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I

l

109418-1809

ink rsra,hcatnai

crtfacalon. i

WaIaji,I

a

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lb, I-.

ar?

liv

NJ

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is

08534

w*Ig’t

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I’

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4

-

-

I-’.)

a

I:..

No.

3

ta

19

F

IC)

of

or;

I ± Connet CJien:: Project:

inside

Maximum

Tensile

Shelf

Mcdius

Creter

Flextiral

Pinejawn

Shelf

No.: essng

Resistmg PVC Fiterg;ass

Loads

S:ear

Design

Veild

Iced

Assume

F’.’ Physical

Is of

Mr

Vault Member yr

Coffin

Stength Strength

Strength

constricted

Elasticity

on

Self

Snear Mome,t

Compose

assume

one

Memorial

405.5063

Weign!-

W&ght-

oa&ng

Properties

span

12015

plpa-

(Pb) CFV)-

(Py)

2253

(E)-

M

40 A V:

S

6094

loading

of

= - -

will

Harrison-Hamnen, Knowles

Member

psI lbs

nbs

1300000

Park

occur

18.1803

0.4005 0.039

15000 15000

can

0.089

140.8

4!

056

32.5

Double/Quad 400

176

40

03

Properies

at

be

3

Srect 1

los fiberglass psi psi 5l psi :bs r cmac

n2 nO nches ri4 n-lbs

up

max

to

20%

75

P.C.

renrced

from

Okay

Okay higher

Vauk

Consulting

face

Penninton.

at

Fax

Design

composfte

one

of

concrete

609-8181859

end

Engineers

F3

NJ

members

08534

2

113/TM

650013

equally

Sheet

spaced No.ZP

or

t

7

I ______

0°C) a GENERAL JNFQRMAON 0 C

1 Physical Properties of Charlotte Pipe® ABS and PVC Materi&s* PROPERTY UNITS - ABS ASTMNO. ri!!MNO L______(5 Specific (raAty S q/cc 1,05 0792 1.40 0 792 C “[ensile Srrpriglh (73°F) Minimum Psi 4,500 0638 7UtD — 0638

-I’— - -C, *1 ModulLiscf Elasticity in Tension (73°F) Minimum Psi 240,000 0 638 4,6JG ,u5o 0 EFiexuralSLsength (73°F) Psi 10,585 - 0790 4,000 0790 C Izod Impact (notched at 73°F) Liinimumn ft hi in. ol notch 6.00 0 256 0.65 0 256 P. Harcness (Ourorneter U) 70 02240 80±3 02240 ;liardness (Rockwell R) 00 0785 110-120 0785 Zmcesre Strerith (7VF) Psi 7,000 0 695 9,600 0 695 2hydrostatic Design Stress Psi N/A 0 1598 in/Li______0 Cnefficient of Linear Expansion in.! 5.5x IO 0 696 3.0 x 10’ 0 696 a C ‘p Heat Distortion Temperature at 254 pSi Minimum degrees F 180 0648 160 0648 00 cc $toefficient of Thermal ConductWity BTU/ hrlsq ft’°F/ in. 1.1 11 C177 heat 13T1J?°F/Ih 0,35 02756 0.25 C 1Specific 02766 ‘0 Water Absorption (24 hrs at 73°F) % weight gain 0.0 0570 .05 0570 Cell Classi&ation Pipe 42222 03965 12454 01784 CM (5 I Cell Classfication - Fktins 32222 0 3965 2454 01/8q z 3I1mg Rate - S&f Ext. p Burnng Class V-a UL94 Aoove data s based upon information providec by the raw materia manufacturers. It should be used only as a recommendation and not at a gua-antce of per orn-ance. “Urderwriters LaboratoHes standard SA v (1K MURRAY AOvIONOr[)CAK’ MSA

June 9, 2020

Justin Locke Pinelawn Memorial Park P0. Box 420 Farrningdale, NY11735

RE: PINELAwNMEMORIALPARK PERCOLATIONTESTS

DearMr. Locke:

Savik & Murray performed percolation tests at various locations in four (4) areas per the attached letter and test results on April 5,2017.

All tests exhibited excellent drainage characteristics

You are now proposing to nstall cn;pts on adjacent land bordering the prior test areas.

It is my opinion this proposed area will exhbit the same drainage characteristics as the adjacent areas and therefore additional percolation tests are not required.

If you should have any questions, please do riot hesitate to call.

Ver’j truly yours. SAvIK&1 MURRAY / C-- - Th / L. Thr RE.

35.3 CARLOuGHROAD.BOHEMIA,NEWYORK117I5TEu. i631) 4&-1’5nF.s’. 467-7843 ENGiNEERSc3AVHKANDMURRAY0DM WhW.SAVIKANDMUWAY0DM SAWKMURRAY Anws:opJorDCAK MSA

April 14, 2017

Justin Locke P.O. 8ox420 Farrningdale, NY11735

R&; PERCOLATIONTESTS SAVIK& MURRAYPROJECTNo.: 217020

Dear Mr. Locke:

Four (4) percolation tests were performed at various locations Adams Dr., Amagaisett Ave.. Greenlawn Ave., and Samuel Hofstader Memorial Dr.) on April 5, 2017.

The material is free draining with excellent drainage characteristics.

The percoiation tests show that 5” of water will drain in 32 seconds to 3 minute. 24 seconds. These areas exhibit good drainage capabilities.

The crvpts can be installed on the native soil which complies with Section (201.17 (b(2), (c)Uiand (c)iv}) of the Cernetenj Law Manual.

The percolation test results are attached.

If you should have any questions, please do not hesitate to call.

Very truly yours, SAvtK& MuRRAY

Thomas E. RE.

35.3 CARLOUGH ROAD, BOHEM.A, NEW YORK 11716TEL: 631) 467.7?YENrAX:(63

ENG[NEERS@S4Vl1cCNDMURRkcOOMN ‘AWW.SAVlK4NDMURAY.cOM I

ARCIENG:

Have Tests Job Reference Al Client: PerccIatorte: Samples By: 4 21 2” 3” ConsIt 4” TEST 5 TEST 5’ 223

4” 2” 1” 4” 3” TEST#1 5’ 3° 3”

1’

Project: nd,ag, ‘Meet’ “ci

,le.ob.;tocnnoo,’pct

T’ Nat.ona:iy Corporate 73

4 TEST#1 6 3 2150 43 49 I 21 32 59 1 15 10 1 tests F,oid

LOCATiON

63L491

Location:

LOCATION LOCATION

Otis LOCATION

MINUTE MINUTES MINUTES MINUTES MINUTE MINUTE e.eur: MINUTE n,’o.d/’r,ctee

SECONDS SECONDS SECONDS reference SECONDS were SECONDS SECONDS SECONDS SECONDS

#1 0

#1

ur:r,o, R:pr tw

were

Sr:.:n:)wn St., cold

Savik

Teslinc;

(Type): cl,e,,, s’.2

Accredited

Drawings

measued

5252

‘A’ prcrci

Headquarters e.”e

38

11

:ruft:uuo

7 59 Ti,,

&

Babylon, ,e’:,eeeaFs,rs’’Jc,s,,anc’r,’.’,L

WeILvvuc’

Pinelawn

24 28

57

SECONDS

(ADEMS

drawings “F

(AMAGANSETT

(SAMUEL

SECONDS SECONDS (GREENLAWN Murray prycace

SECONDS

F: C Ijoverefo F

SECONDS SECONDS &

SECONDS

Ave. I,

631.491

Percolation

pi:•iar:ied orverM Qeer.ccso’aogcoas,’re.seec,’a,

IIspcuirt

in

A4SHTO he

NY

o,c,,ehiec t:me

reuo Ronkonkoma

Cemetarv

,rd DRVE Ave

(Jo’ticale

been

11704

HOFSTADER

‘eilo

5959 .5

by client,)

E329

witn fle

Tests m

inch.

AVE) 4’HL

approved

AVE.) ft e’,,0’

existing

Services

a [r,rsmmrhn

a,

acfiyi.Cies

)(l”lai.

to

cochnuous

2” 33 4”4MINUTES ry’, 4” 2’ TEST 1” TEST 5” 3” 5” 227 338 1” 4”

TEST 51

TEST eo

NY ‘ICY!

5”

2 ely

4 6 55 2 5 1

3

49

14 ,,r!pe,,.,,,,

MOMORAL

grade.

MINUTES MINUTE MINUTES

MINUTES MINUTES M’NUTES inches 11779 MiNUTES MINUTES ‘“‘tee

MINUTE a

by ,c

SECONDS a!

SECONDS SECONDS SECONDS SECONDS

#2

#2

2

#2 “m7tC LLW#: ,‘hs.an’t,de,m DOB#:

Inc.

observed)

s”ursra: ihe

4”

fa:.;ng reeoe. ce,,rn”,fli,i 0

below ,I’i’

33

inside

3

FIELD ,‘

27 40 41

45 42

SECONDS 51 e’,’eer,rocd itce

22

SECONDS

DR.) ope;atow

heat.

start

SECONDS SECONDS SECONDS

SECONDS SECONDS SECONDS

,.t’cw,,ior.

SECONDS ‘cay

diaee:er

Drilling iyr

ol

AS ,t’theeayi,ncla,Is,.

NARRATIVE be

Yes e’ereI-’orw-oe’.c’.kor.rn

test. po”’’, tests met:

&C. UflS

General

pipe “h”

&

Rev coca

were

Borin9 “Sw”

Representative.

Inspector:

U ocecti.

vas

Weather

#: twfl,t

Contractor:

No .jr,,’d s.

used

reror’ . n, ]

Contractors

F yes, wt,’,c:

SPECIAL Thr—’oyo,i

&Ternp oni,ideeda

or neore

‘‘nc. “cnI’,o

H

UTIS win

tesls reioreocniy.,

Approvai

Revision

Time at . re.ç.J,,e

Jeff

Robert

40 cyeir,,et

ccnsecuovey, :%J,l

Paqo

P.c

INSPECTION Pipe

Raininc rococo

Patenjo ii,

port Joc’,.’xenaE;c’r”ec, rc.re,,s.y4’c,,

Date: I

Morley

Date: Th,yenr,,c,or

was out:

Date:

I

Cl”

:1 2,

Testing

fLied

4517 9: hA 170129

in e.1,O

OOanii3 fCl€iEi5

to the yei.jns

5’’’, 4’

Labs 305

58:

REPORT

b ho,!

REVO ce,p<

:

“v

thi

0012 repoil ;re,h’iri>’ .

qiide

1/12

hew ‘.1 for hlly cot ______

Testing & Inspection Services, Inc. Drilling l Boring Contractors Testing Labs

Corporate Headquarters LLW#: Pajo of 73 Otis St., W. Babylon, NY 11734 DOB#: Date: 4-5-17 1:631491 5252 F 531 491 5959 FID#: Time rn/out: 9:OOarn/3:OOprn NaI:onaIy Acerecced MSI’jTO E329 LJTIS Hoport#: 17-Uiii, HELD NARRA11VE SPECiAL INSPECTION REPORT

SECONDS 1-43 SECONDS 21 MINUTE 12 SECONDS 2’ 1 MINUTE 31 SECONDS 31 MINUTE 54 SECONDS 3’ 2 MINUTES 18 SECONDS 4 2 MINUTES 46 SECONDS 43 MINUTES 7 SECONDS 5 3 MINUTES 35 SECONDS 5 3 MINUTES 59 SECONDS

Visitors: Representing:

Forms El Yes No Specfy forrn(s Attached-

Follow-up from prior report: Yes fl No Date of prior report:

- - Nan-conformance corrected: -

What in particular, should be observed checked, or tested during the next visit?

I ritf ‘It? Owna:cc-l fso,1 $j Ii:sjcC (in,, liT/S Ro,iw,l I c..ji,n, aicet’, Aititishet til iqIfpflIO’Jt jii .hP/IbCObILJ Calibration Date:

liftS SI Representative: Robert Morley Date: 4-5-17

Reviewed By: Fable Scaldaferri Date: 4-7-i 7

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ego] oNigiehee, so yase pan Qsaot]ons Gasnn’,mc, 0 0:050 cot c-sac; 851, U1’iiSi47 REVLi 9,12 Exhibit 7 Pinelawn’s Conflict of Interest Policy PINELA4N CEMETERY

(.‘oiiflict of Interest Polie>

ARTICLE! PURPOSE

[he purpose of this Conflicts of Interest Policy (“Polkv”) is to protect the interests ofPiiieiawn Cetneten (“Pinelawn”) when it is contemplating entering into a transaction or arrangement that might benefit the private interest of an officer or Director of Piiteiavn or other Interested Person, as such term is defined in tins Policy. Pinelawn’s directors, officers, and oUer Interested Persons, owe a duty of loaltv to Pinelawn and must act in good Thithand in Pinelawn’s best interests, rather than in their own interests or the interests of any other person or entity. [his Policy is designed to ensure that the Board of Directors (“Board”) and Board committees make decisions in an objective manner without undue intluence by officers, Directors or other Interested Persons, and sets for the procedures for monitoring, reporting. review and oversight of and review, approval or ratification olany action taken in connection with. conflicts of interest and related part)’ transactions. Pinclawn encourages individuals to avoid conflicts of interest in appearance and in flict. This Policy is intended to uppletnent hut nor replace any applicable state and fderal law (“Applicable Law’’) governing conflicts of interest applicable to not—for—profitand charitable corporations. To the extent (here is a conflict or inconsistency between the provisions of this Policy and Applicable Law, the provisions of Applicable Law shall govern.

ARTICLE II. jIf! /.\/ I/1J\s

Section 2. I Affiliate, An atfiliate of Pinelawn is a person or entity that is directly or indirectly, through one or more intermediaries, controlled b in control ofi or tinder common control with Pinelawn.

Section 2.2 Interested Person. Any Director, officer, member of a committee with Board- delegated powers, or Key Person, or the Family, as defined below, of any such individual, who has a direct or indirect financial intercst. as detined below, is an interested person (“Interested Person”).

Section 2.3 Financial lnterest.A person has a financial intercst it the person. or a Family member has. directly or indirectly, through business. inveslnlenL an actual or potential ownership or investment nitcrcst in, or any compensation arrangement with, an> eniitv with which Pinelawn (i) has a is •obe in a ‘n1tK nor anaeme 1 I il is it’ n&,otianon tot in tcti rot ci anlUt,,_ to” tnt) likek direct coinpct:ti’n.

Section 2.4 Family .A spouse, ancestor, child, grandchild, great-grandchild, sibling, half- sibling, or a spouse of the individual’s child, grandchild, ereai-grandchild, sibling or parent.

Section 2.5 Ke Person, Any person, other than a director or otficer, whether or not an employee of the corporation, who (i) has responsibilities, or exercises powers or influence over the corporation as a whole similar to the responsibilities, powers, or influence of directors and officers; (ii’ manages the corporation, or a segment of the corporation that represents a substantial portion of the activities. assets, income or expenses of the corporatjon; or (iii) alone or with others controls or determines a substantial portion of the corpora:ions capital exoenditures or operating budget. Section 2.6 Related Party, ,F) Any Director. Officer. Key Person of Pinelawn or any Affiliate of Pneiaxn. or any of their relatives, or aiw entity in which an of those irtchviduals has a thiitv five percent (35%) or greater ownership or beneficial interest or in the case ofa partnership or prolcssic:na; corporation, a direct or indirect ownership interest in excess of five percent (5%).

Section 2.7 Related Party Transaction. An transaction, agreement or other aiTanemenl in which a related party has a financial interest and in hich PineIan or art Affiliate is a participant. except that a transaction shall not be a related part transaction if: (i) the transaction or the related party’s financial interest in the transaction is de mininiis. (ii) the transaction would riot customarily he reviewed by the board or boards of similar organizations in the ordinary course of business and is available to others on the same or sanilar terms, or (iii) the transaction constitutes a benefit provided to a related party solely as a member of a class of the beneficiaries that the corporation intends to benefit as part of the accomplishment of its mission which benefit is available to all similarl situated members of the same class on the same terms. the Board shall review any proposed Related Part” Transaction in the same manner as a Conflict of Interest pursuant to the terms ot this Policy.

ARTICLE ill. COAFLICTh’ OF INTEREST

Sectton 3.1 Conflict of Interest. Conflicts of interest arise whenever Pinelawn’s intere,ts come in? conflict with a financial or personal interest of an h,terested Person, or v hen an interested person’s personal or financial interest could be viewed as affecting his or her ohjec’i’ it’ or independence in fulfilling ifs duties to Pinch” n. Lsanipies of situations where Conflicts of Interest nay’arise include but are not limited to the following:

(a) A compensarioa arrangement or other interest in a transaction with Pinelawn;

(1,)a compensation arrangement or other interest in or affiliation with an entity or individual that: (U sells goods or services to, or purchases g’oodsor services from, Pinelawn; (ii) competes with Pinelawn; or (iii) Pinelawn has. or is negotiating. or contemplating negotiating, any other transaction or arrangement with;

(ci an Interested Person having the ability to use his or her position, or confidentiai information or the assets of l’tnetasn, to his or her (or an :t!filiatcd party’s) personal advantage or for all an proper or illegal purpose:

(di an interested Person solcitng or accepting any gi, or other t’a or where such gift might create the appearance of nfl nerice over Pinelaw:i other than gills of nominal valuel:

(e) an Interested Person acquiring au propert’ or other rights in wInch Pinelawn has or the interested Person knows or has reason to believe at the time of acquisition that Pinelawn is likely to have, an intercst:

(flan Interested Person having been indebted to Pinelawn. other than for amounts due for ordinary travel and expense advances:

(gi any’other circumstance that may. in fact or in aopearance. make it difficult for the lntores’cd Person to exercise independent, ohiecttve juduuuent or other i,e perthrm affectively.

Related

Transaction.

shall

its disclosed

interest.

resolution

participate

time L]

Transaction an

Iesrionnaae

niecting

Interested

as

document

e

whether

whether

whether

circumstances

Board

transaction

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transaction

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exempt

confidence

transaction

consider,

arrangement.

Board

ith

Section it

Pan;

Section

Section

undertaken

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otherwise

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of

respect

in

minutes.

Financial

and

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Person

shall Transaction: any

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required

when

conflict

(c)

(I’) organizations.

to

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(a)

4.3

4.2

4.!

all

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appropriate,

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(iv)

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into iii)

Board.

(i)

making

Procedures

a

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to

and/or

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exercising

the

Board

limitation:

reasonable

interest

would committee

disclose

alternative

to

result the

Pinelawn’s

whether

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the

advantageous

reputation flicts

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a or

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to

Board.

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as

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members

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possibility

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arrangement

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whether

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members

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to

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interest

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to

ransaction

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wn:

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alternatives Conflict

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to

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under

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resources:

to Board

a

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person,

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result

disclosure

reasonable

Board,

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or an

by

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of

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Pinclawn

additional

or

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arrangement

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appearance

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interest

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committee

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reputation

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and

all

Party

disclosed

best

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interest.

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determined

determination

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material

determine

actual

infbrmation

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vote

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interest

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proposed

laws

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or

be

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regarding

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if

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made

or

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on

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a

person,

facts

make

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possible

conflict

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and tite

reasonably’

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that

“hether

regard

violation

a

or

neavai

transaction

either

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relevant

such

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or

and

person

questionnaire,

Party

related

for by

a

committee

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and

the

the

Party

or

conflict

the

person

underlying

to

its

that

determination. decision

of

conflicts

through

nonprofit

committee.

(it

excess

(iii)

Related

has

existence

can

such

of

own

or

interest

Chair

to

thereto,

attainable

Party

Transaction,

the

might

applicable

entity

disclosed

that

the

or

obtain

who

of

disclosure

benefit

proposed

members

benefit

as

an

of

of

interest

financial

Party

the

at

tax

exists

impair

findings

to

and

shall

has

that

the

annual

interesu

such

will

a

tinder

more

and

a

law

the

not

and

the in (d) The Interested Person shall leave the room while the mailer gis ttg rise to the conflict is deliberated and voted on and only disinterested Directors or committee members may vote to determine whether to approve the transaction or arrangement, although the Interested Person or Related Party may provide the Board or committee with in)rmatiol1 related to such transaction prior to such deliberations. lo the extent permitted by Applicable Law and Pinclawn’s governing documents. Interested Persons or a Related Porn’ may he counted in detennining the presence of a quorum at a meeting of the l3oard or committee where a potential conflict of interest has been disclosed.

Section 43. Violations of the Conflicts of Interest Polk’.

‘al lfthe Boad or committee has reasonable cause to believe that an Interested Person has railed to dkclose acniai or possible conflicts of interest or a Rehued Part’ transaction, it shall infirm the Interested Person of the basis flwsuch belief and afford rIte Interested Person an opportunity to explain the alleged failure to disclose.

çh If, after hearitw the response of the member and ,iakng such further investigation as may he warranted in the circumstances, the Board or coimnittee determnes that the Interested Person has in fact failed to disclose an actual or possible conflict of interest, it shall take stich action as it considers appropriate, including dismissing such Interested Person from the Board and termination ofeniployment it’warranted.

Section 4.5 Records oJProceedings. When the Bc:rd convenes to address a disclosed cojifitet of interest, the Board shafl maintain records of the proeeedinu which shall contain the follo%4ing:

‘(a) the names otthe persons who disclosed or otherwise “crc round to have a financial interest in connection with an actual or possible conflict of interest or a Related Part) Iransaction. a genera] statement as to the nature of’the Financial Interest or a Related Party Transaction, any’action taken to determine whether a coutlict of interest was present. and the Board’s or committee’s decsieoi as to whetheraconflict of interest in flictexisted.

(h) the names of the persons who were poesent thr discussions and votes relating to the transaction or arrangement, a summary 01 the content a] the discussionthat cotitatn5the type of information re.iarlv reported in Board or c. samitee m,ntttcsan’J identifies whether any alternatives to the proposed transaction or arrangement were cn.idered. and a record of any otes taken in connect ion therewith.

ARTICLE I’ ANNL4L STATEMENTS

Section 5.1 Annual Statement. Each Director, officer, member of a committee with Board. delegated powers, and Key Person shall annually sign a statement wlnen aI’flnns that such person has:

(a) received a copy of this Policy:

(h) read and understood this Policy;

(c) agreed to comply with this Policy;

officers,

continuing

may

oversee

may.

with

the

compensation

of

needed

Statement

committee

Directors.

affirmative

he

its

but

Section

Section

to

and

written Section

Section

status

an

Section

activities

Related

New

need

implement

then

with

suitahility annual

Key

A York

ofdirectors

as vote

8.1 not,

used

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or

board

loon 5.2

7.1

(e)

Party

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Persons

an

which

oral.

review

State

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disclosed

seek

understands

by

organization

this

of

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delegated

a

01:

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the

majority

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the

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accomplish

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law

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and

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services

policy,

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review

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powers

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of

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to

of

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exempt

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maintain

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Directors

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of

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and

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POLk’

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Policy,

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or 4. c) a) engaged transactions 3.

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1

Please I

personal

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youithev purchases might or Pinelawn, any A agreement assets Acquired Solicited Pinelawn: A do that A urn’elateu gifts Alfihate toran Used

Name:

Date:

you

trustee.

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direct compensation eompensaton

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\n opportuna related to the activi ies of Pinclawri that is naiiahle to Pinelawn or to you/them unless the Board has made an informed

Idecision that Pinciawn will not purse that opponunity? indebtedness to Pinelawn other than for amounts due for ordinary

and evpense advances. - I) Am’ otner circumstances that may. in flict or in appearance. make it difficult for you! them to exercise indeperdeau objective judgment or otherwiseperform effectively?

If you answered es to any of the above, please describe the relevant facts:

To Be Completed by Directors Only:

No a) Have voj been an emolovee of Pnc]axvn or an Affiliate of Pinelawn within the last three years. Do you have a relative who has been a Key Person of Pinelawn or an Affiliate of Pinelawn within the las three years:’ c) Have you received and/or do you have a relative who has received more than $10,001) in direct compensation Ibm Pinelawn or an Affiliate of Pinclawn in any of he last three tisca! years (not including reasonable compensation or reimbursement thr services

asa director)’? - - - ci) Do you have a financial interest in anchor are ou an employee of, any entity that has made payments to or received payments from. Pinelawn or an Affiliate of Pinelawn in excess of the lesser of (a) $25,000 or (h) 2% of such entity’s consolidated gross revenue over the last three years (which payments do not include charitable contributions)? If so, what is or was the nature of your financial interest or relationship? Do you have a relative who has a financial interest in and/or who is an officer of any entity that has made payments to or received payments from Pinelawn or an Affiliate of Pineiawn in excess at’ the lesser of (a) S25.000 or ib) 2% of such entIty’s consolidated gross revenue over the last three years (wh:ch payments do not include charitable contributions)? If so, xvhat is or was the nature of our relative’s financial interest or relationship?

Date:

engage

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