2023-03-08T15:41:21-06:00 2022-08-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2021-09-01 530224364 THE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA NATI 2023372288 2715 Q STREET NW WASHINGTON DC 20007 ELIZABETH HAGOPIAN TREASURER 2023372288 2023-02-09 1 ELIZABETH HAGOPIAN 999009999 DANIEL L WEAVER P01249346 3019860600 2023-02-11 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ELIZABETH HAGOPIAN 158 LEWIS ROAD BELMONT MA 02478 5182193 0 X WWW.NSCDA.ORG X 1891 DC PROMOTION OF OUR HERITAGE THROUGH PRESERVATION, PATRIOTIC SERVICE, AND EDUCATIONAL PROJECTS. 69 69 48 216 0 0 1762637 1434505 674095 750753 271444 776160 78667 340595 2786843 3302013 196437 412602 0 0 937289 1070003 0 0 206613 1137072 1340708 2270798 2823313 516045 478700 17260658 15915610 733063 1050435 16527595 14865175 THE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA ACTIVELY PROMOTES OUR NATIONAL HERITAGE THROUGH HISTORIC PRESERVATION, PATRIOTIC SERVICE, AND EDUCATIONAL PROJECTS. 0 0 1350004 160202 MUSEUM PROPERTIES PRESERVATION, RESTORATION, AND INTERPRETATION OF HISTORIC SITES THAT OFFER INVALUABLE OPPORTUNITIES TO EXPERIENCE THE RICH VARIETY OF AMERICA'S HERITAGE. 150405 HISTORIAL ACTIVITIES PROJECTS INCLUDE RESEARCH, PRESERVATION, AND EDUCATIONAL PUBLICATIONS. 323457 252400 PATRIOTIC SERVICE PROGRAMS ARE DESIGNED OT PROMOTE RESPONSIBLE CITIZENSHIP AND THE STUDY OF AMERICAN HISTORY WITH PARTICULAR EMPHASIS ON THE FUNDAMENTAL DOCUMENTS, TRADITIONS AND WORKINGS OF OUR COUNTRY AND ITS GOVERNMENT. 1823866 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 1 48 1 0 0 0 0 0 0 0 0 0 0 0 0 X 69 69 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X ELIZABETH HAGOPIAN 2023372288 2715 Q STREET NW WASHINGTON DC 20007 MRS KATHERINE CAMMACK PRESIDENT - NSCDA 5.00 X X 0 0 0 MRS JOHN PARKS BOYLIN JR VICE-PRESIDENT, NHQ-DUMBAR 5.00 X X 0 0 0 MRS ROBERT WINSLOW HAGOPIAN TREASURER 5.00 X X 0 0 0 MS ROSALIE LANGE ASSISTANT TREASURER 5.00 X X 0 0 0 MRS CHARLES ANDREW LILES SR REGISTRAR 5.00 X X 0 0 0 SALLY CONGDON SENIOR REPRESENTATIVE - SU 5.00 X X 0 0 0 MRS JAMES OTEY WALKER III NATIONAL CORRESPONDING SEC 5.00 X X 0 0 0 MRS JERE D FREEMAN III CHAIR, NATIONAL PATRIOTIC 5.00 X X 0 0 0 MRS WILLIAM B BLAYLOCK CHAIR, CODIFICATION COMMITTEE 5.00 X X 0 0 0 MRS ERNEST EDWARD HUNT IV CHAIR, MEMBERSHIP COMMITTEE 5.00 X X 0 0 0 MRS HUGH A MERRILL CHAIR, NATIONAL MUSEUM ALL 5.00 X X 0 0 0 MS ELIZABETH BREWSTER ROBINSON CHAIR, NATIONAL STRATEGIC 5.00 X X 0 0 0 MRS ROBERT G ROGERS JR CHAIR, NATIONAL FINANCE CO 5.00 X X 0 0 0 ELSIE SMITH CHAIR, NATIONAL HISTORICAL 5.00 X X 0 0 0 MS GAIL SOLLID CHAIR, NEW BUSINESS COMMITTEE 5.00 X X 0 0 0 MRS JONATHAN TRACE CHAIR, GHR NOMINATING COMMITTEE 5.00 X X 0 0 0 MRS MALCOLM WALLOP CHAIR, DEVELOPMENT COMMITTEE 5.00 X X 0 0 0 MRS GENE MASON WHITE CHAIR, GOVERNANCE COMMITTEE 5.00 X 0 0 0 MRS MARK WOLSEY-PAIGE CHAIR, COMMUNICATIONS-MARK 5.00 X X 0 0 0 MRS MARK RICHARD ALLEN NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS JOHN ROBERTSON ARNOLD JR NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS JEFFREY A ARTZ NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS PETER RAYMOND BEASLEY II ARCHIVIST 1.00 X 0 0 0 MS MARY JAQUELIN BENNETT NATIONAL BOARD MEMBER 1.00 X 0 0 0 ELLEN MACBETH BOOMER VP OF REGION IV 1.00 X 0 0 0 MRS LEONORA ALICE BRANCA NATIONAL PARLIAMENTARIAN 1.00 X 0 0 0 MRS SAUNDERS M BRIDGES JR NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MICHAEL DORING CONNELLY HISTORIAN 1.00 X 0 0 0 MRS RICHARD THOMAS CRAWFORD NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS ELIZABETH LONGLEY DONALD NATIONAL BOARD MEMBER 1.00 X 0 0 0 MARTA MILLER DUNETZ NATIONAL BOARD MEMBER 1.00 X 0 0 0 MS SUSAN GRIFFITHS DUNLAP NATIONAL BOARD MEMBER 1.00 X 0 0 0 SUSAN DUNNAVAN NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS WILLIAM WORTH GEDDES JR NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS L MARTIN GIBBS NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MARK DAVID GOULD NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS C KIRTLAND HAYES JR NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MARK MARION HEATWOLE NATIONAL BOARD MEMBER 1.00 X 0 0 0 MARGARET MYER HURST VP OF REGION III 1.00 X 0 0 0 MRS CHRISTY F JAMES NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS JAMES GOEDHART JUNIOR REPRESENTATIVE - SU 1.00 X 0 0 0 MRS JEFFREY LOUD KERN NATIONAL BOARD MEMBER 1.00 X 0 0 0 SALLY KERNAN NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS DANIEL MARTIN KIMBALL NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS WALTER MILLS LUCY NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS HARRIS MATARAZZO NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS THOMAS K MCATEER FIRST REGENT - GUNSTON HAL 1.00 X 0 0 0 BARBARA JOAN MEYER NATIONAL BOARD MEMBER 1.00 X 0 0 0 MS PATRICIA MICHL NATIONAL BOARD MEMBER 1.00 X 0 0 0 MISS JAYNE LOBDELL MIDDLETON NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS JOHN STEPHEN MOODY NATIONAL BOARD MEMBER 1.00 X 0 0 0 MS ELIZABETH KINNEY MOORE NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS RICHARD WARD MUNDY RECORDING SECRETARY 1.00 X 0 0 0 MRS WALTER WATSON NIXON III NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS ROBERT HOUSTON PERRY NATIONAL BOARD MEMBER 1.00 X 0 0 0 MS LEE FINDLAY POTTER NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS K DERRICK POWELL VP OF REGION II 1.00 X 0 0 0 MRS STEPHEN LAWRENCE PRENDERGAST NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS THOMAS FORRESS RAYFORD SR NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS WILLIAM AYRES ROBERTS NATIONAL BOARD MEMBER 1.00 X 0 0 0 ELIZABETH STEWART STANDISH SACKSON NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRSBRIAN E SCHUTRUMPF NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS DAVID ARTHUR SPOONER NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS LEE DOUGHERTY STAAK NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MARK ADAMS WHITEHEAD NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS GRAHAM BERKELEY WILLIAMS VP OF REGION 1 1.00 X 0 0 0 MRS RICHARD LEE WILSON NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS STEVEN B WIRTS NATIONAL BOARD MEMBER 1.00 X 0 0 0 CAROL CADOU EXEC DIR DUMBARTON HOUSE 40.00 X 45538 0 0 45538 0 0 0 0 0 0 VAUGHAN RESTORATION MASONARY INC 3917 WHEELER AVE ALEXANDRIA VA 22304 REPOINTING PROJECT LABOR 148249 1 249983 1184522 1434505 MEMBERSHIP DUES 900099 601613 601613 SPECIAL PROJECT INCOME 900099 149140 149140 750753 137624 137624 408430 106181 302249 302249 302249 2421167 1782631 638536 638536 638536 23508 -8632 32140 32140 MISCELLANEOUS 900099 6206 6206 6206 3302013 1091348 0 776160 X 119522 119522 293080 293080 156308 78154 39077 39077 763760 452901 269516 41343 70908 40927 23783 6198 79027 45614 26506 6907 94594 54599 31727 8268 49905 49905 465595 268738 156161 40696 71432 41230 23959 6243 110722 63909 37136 9677 91507 51538 31706 8263 35600 20548 11940 3112 68442 39505 22955 5982 54172 31268 18169 4735 245953 141962 82493 21498 22814 13168 7652 1994 OTHER EXPENSES 11013 6355 3695 963 DUES AND SUBSCRIPTIONS 9678 5586 3246 846 TAXES AND LICENSES 9281 5357 3113 811 2823313 1823866 792834 206613 1182592 1668647 847000 890228 1116098 887722 295 2555 11436 30660 37503 109059 7587846 4237242 3415498 3350604 10650236 8976135 17260658 15915610 89945 276097 643118 774338 733063 1050435 X 12556022 10683515 3971573 4181660 16527595 14865175 17260658 15915610 478700 -2141120 0 X X 0 1 X 1 0 X 1873228 1788853 1987831 1497905 1184522 8332339 857738 940814 743031 688671 774261 4004515 2730966 2729667 2730862 2186576 1958783 12336854 335600 346400 171000 298788 594565 1746353 0 335600 346400 171000 298788 594565 1746353 10590501 370818 373150 229762 252099 546054 1771883 370818 373150 229762 252099 546054 1771883 20 3220 714 28 6206 10188 3101804 3106037 2961338 2438703 2511043 14118925 0.75010 0.78710 0.12550 0.10890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 1851259 137357 -290972 8937 1688707 1441484 16895 400622 7742 1851259 636845 677201 132430 4992 1441484 631928 5250 333 636845 572955 5515 58782 5324 631928 0.36000 0.56000 0.08000 0 0 210238 210238 7054408 4003653 3050755 70920 55740 15180 252280 177849 74431 3350604 X 1110988 -2141120 -2141120 3252108 49905 49905 3302013 2773408 0 2773408 49905 49905 2823313 PART III, LINE 1A: THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE SOCIETY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED AS DECREASES IN UNRESTRICTED NET ASSETS, OR AS DECREASES IN TEMPORARILY OR PERMANENTLY RESTRICTRED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. PART III, LINE 4: THE SOCIETY COLLECTS AND PRESERVES MANUSCRIPTS, RELICS, AND MEMENTOS OF BYGONE DAYS TO EDUCATE FELLOW CITIZENS ABOUT AND CREATE INTEREST IN OUR COLONIAL HISTORY. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO SATISFY THE RESTRICTIONS THAT HAVE BEEN PLACED ON THOSE FUNDS. PART X, LINE 2: THE SOCIETY FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION (FASB ASC), WHICH PROVIDES GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THE GUIDANCE PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AND ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. AS OF AUGUST 31, 2022, THE SOCIETY HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN ITS FINANCIAL STATEMENTS. THE SOCIETY'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ON TAX POSITIONS RELATED TO ITS UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IN THE FINANCIAL STATEMENTS. NO INTEREST AND PENALTIES WERE RECORDED DURING THE YEAR ENDED AUGUST 31, 2022. PART XII, LINE 4B - OTHER ADJUSTMENTS: COLLECTION ACQUISITIONS 1 FRIENDS OF SULGRAVE MANOR 510244162 501C3 50000 0 FMV CONTRIBUTION GUNSTON HALL REGENTS FUND 521284368 501C3 16000 0 FMV CONTRIBUTION AMERICAN INDIAN NURSE PROGRAM SCHOLARSHIP 12 18000 WASHINGTON WORKSHOP FOUNDATION 127 215900 AMERICAN FRIENDS OF ATTINGHAM 1 6100 GREAT AMERICAN TREASURES (GAT) GRANTS 4 20000 PART I, LINE 2: GRANTS AWARDED TO HIGH SCHOOL STUDENTS TO ATTEND THE WASHINGTON WORKSHOPS CONGRESSIONAL SEMINAR ARE MONITORED BY NSCDA SOCIETY MEMBERS WHO ARE PRESENT WITH THE GROUP OF AWARDEES IN WASHINGTON FOR THE SPONSORED EVENTS AND ACTIVITIES. ATTENDANCE IS TAKEN BY SOCIETY MEMBERS AND ALL PAYMENTS ARE MADE DIRECTLY TO THE WASHINGTON WORKSHOPS FOUNDATION ON BEHALF OF THE AWARDEES. TRAVEL EXPENSES ARE REIMBURSED TO SOME ATTENDEES UPON REQUEST. GRANTS AWARDED FOR THE INDIAN NURSE SCHOLARSHIP PROGRAM ARE MADE DIRECTLY TO THE EDUCATIONAL INSTITUTION WHERE THE AWARDEES ARE ENROLLED. THE TRANSMITTAL LETTERS WITH THE CHECKS TO THE SCHOOLS RESTRICT THE FUNDS TO BE USED FOR ACADEMIC EXPENSES ONLY SUCH AS TUITION, BOOKS AND LAB FEES. THE NSCDA RELIES ON THE EDUCATIONAL INSTITUTION TO DISBURSE THE FUNDS AS DIRECTED. GRANTS AWARDED FOR AMERICAN HISTORY GRADUATE STUDIES ARE MADE DIRECTLY TO THE EDUCATIONAL INSTITUTION OF THE STUDENT AFTER THIS PERSON IS SELECTED. THE EDUCATIONAL INSTITUTION WHERE THAT STUDENT IS STUDYING GENERALLY RECOMMENDS TO WHOM THE SCHOLARSHIP SHOULD BE GIVEN. THAT INSTITUTION IS RELIED UPON TO DISBURSE THE FUNDS FOR EDUCATIONAL PURPOSES ONLY AS DIRECTED IN THE AWARD LETTER. GRANT AWARDED TO MUSEUM PROPERTY SCHOLAR TO ATTEND THE ATTINGHAM SUMMER PROGRAM FOR THE STUDY OF HISTORICAL HOUSES AND COLLECTIONS IN BRITAIN. THE GRANT IS PAID DIRECTLY TO THE COUNCIL OF THE ATTINGHAM TRUST FOR TUITION AND THERE IS AN ADDITIONAL TRAVEL REIMBURSEMENT AVAILABLE UP TO $1,000 PAID DIRECTLY TO THE GRANT RECIPIENT. FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY'S MEMBERS ARE MADE UP OF OVER 15,000 MEMBERS FROM THE FORTY-FOUR STATE SOCIETIES AROUND THE NATION. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS ARE ELECTED BY THE VOTING MEMBERS OF THE SOCIETY. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS AND ACTIONS OF THE SOCIETY'S NATIONAL BOARD WHICH MIGHT AFFECT THE SOCIETY'S CONSTITUTION ARE SUBJECT TO APPROVAL OF THE BIENNIAL COUNCIL. THE BIENNIAL COUNCIL INCLUDES FIVE DELEGATES FROM EACH COLONIAL STATE PLUS THE DISTRICT OF COLUMBIA AND ONE DELEGATE FROM EACH ASSOCIATE STATE. FORM 990, PART VI, SECTION B, LINE 11B DRAFT COPIES OF THE FORM 990 ARE PROVIDED TO PRESIDENT, TREASURER, ASSISTANT TREASURER, FINANCE COMMITTEE CHAIRMAN, EXECUTIVE DIRECTOR AND THE AUDIT COMMITTEE FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE SOCIETY CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY HAVING EACH MEMBER OF THE NATIONAL BOARD AND THE DUMBARTON HOUSE BOARD SIGN THE CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. THOSE FORMS ARE REVIEWED FOR POSSIBLE CONFLICTS OF INTEREST WHICH ARE INVESTIGATED IF NEEDED. FORM 990, PART VI, SECTION B, LINE 15A BOARD SOURCE REFERENCES ARE USED TO ARRIVE AT PROPOSED SALARY RECOMMENDATIONS WHICH ARE DISCUSSED BY THE FINANCE COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD BEFORE APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G PRINTING AND PUBLICATIONS: PROGRAM SERVICE EXPENSES 28,935. MANAGEMENT AND GENERAL EXPENSES 16,814. FUNDRAISING EXPENSES 4,382. TOTAL EXPENSES 50,131. FACILITIES AND GROUND MAINTENANCE: PROGRAM SERVICE EXPENSES 163,398. MANAGEMENT AND GENERAL EXPENSES 94,949. FUNDRAISING EXPENSES 24,744. TOTAL EXPENSES 283,091. CONSULTANTS: PROGRAM SERVICE EXPENSES 76,405. MANAGEMENT AND GENERAL EXPENSES 44,398. FUNDRAISING EXPENSES 11,570. TOTAL EXPENSES 132,373. FORM 990, PART XII, LINE 2C: HE SOCIETY HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE PUBLIC ACCOUNTANT. THE PROCESS HAS NOT CHANGED SINCE PRIOR YEAR.