SOCIETY OF COLONIAL WARS IN THE COMMONWEALTH OF PENNSYLVANIA: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF COLONIAL WARS IN THE COMMONWEALTH OF PENNSYLVANIA (EIN 23-6229665)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-02
- IRS object ID
- 202343069349300739
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-02T10:01:51-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274803282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stewart and Neilson | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7926 QS | AddressLine1Txt |
| City | Wyndmoor | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236229665 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Society of Colonial Wars PA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 Monroe Avenue | AddressLine1Txt |
| City | GLENSIDE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19038 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Sterling Forbes | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 6107169996 | PhoneNum |
| Signature | 2023-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | David S Forbes | PersonFirstNm |
| Person Last | Treasurer | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lewis L Neilson Jr | PreparerPersonNm |
| PTIN | P01378162 | PTIN |
| Phone | 2157355999 | PhoneNum |
| Preparation | 2023-11-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | William F Forbes | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 E Central Ave Apt J6 | AddressLine1Txt |
| City | PAOLI | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $48,963 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.colonialwarspa.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | Preservation and furtherance of the general publics knowledge of American colonial history and heritage through education | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $16,328 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,480 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,625 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,681 | CYProgramServiceRevenueAmt |
| PY Investment Income | $39,260 | PYInvestmentIncomeAmt |
| CY Investment Income | $34,802 | CYInvestmentIncomeAmt |
| PY Other Revenue | $885 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $64,098 | PYTotalRevenueAmt |
| CY Total Revenue | $48,963 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,944 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,239 | PYOtherExpensesAmt |
| CY Other Expenses | $13,670 | CYOtherExpensesAmt |
| PY Total Expenses | $38,183 | PYTotalExpensesAmt |
| CY Total Expenses | $32,670 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $25,915 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $16,293 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,036,671 | TotalAssetsBOYAmt |
| Total Assets EOY | $863,744 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $18,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,036,671 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $845,744 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Preservation and furtherance of the general public knowledge of American colonial history and heritage through education. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,500 | ExpenseAmt |
| Grant | $3,500 | GrantAmt |
| Desc | Support for educational programs, History Hunters, delivered by | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,209 | ExpenseAmt |
| Revenue | $7,681 | RevenueAmt |
| Desc | Support for meetings of the organization including educational | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $347 | ExpenseAmt |
| Desc | Information technology - The Society maintains a website including | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $15,500 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $15,500 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $27,556 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | true | Form8899Filedind |
| Form1098 C Filed | Yes (true) | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Excs Tax Sect4951 Or4952 Or4953 | false | ExcsTaxSect4951Or4952Or4953Ind |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Sterling Forbes | PersonNm |
| Phone | 6107169996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 Monroe Ave | AddressLine1Txt |
| City | GLENSIDE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19038 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| J Tuten | |||||||
| Past Gov | 1 | Yes (X) | $0 | $0 | $0 | ||
| L Neilson | |||||||
| Past Gov | 1 | Yes (X) | $0 | $0 | $0 | ||
| C Lewis | |||||||
| Dep Gov Genl | 1 | Yes (X) | $0 | $0 | $0 | 0 | |
| W Forbes | |||||||
| Governor | 2 | Yes (X) | $0 | $0 | $0 | 0 | Yes (X) |
| R Distefano | |||||||
| Dep Gov | 2 | Yes (X) | $0 | $0 | $0 | 0 | Yes (X) |
| RFenstermacher | |||||||
| Lt Gov | 2 | Yes (X) | $0 | $0 | $0 | 0 | Yes (X) |
| T Forbes | |||||||
| Secretary | 2 | Yes (X) | $0 | $0 | $0 | 0 | Yes (X) |
| A Lamac | |||||||
| Asst Secty | 2 | Yes (X) | $0 | $0 | $0 | 0 | Yes (X) |
| D Forbes | |||||||
| Treasurer | 2 | Yes (X) | $0 | $0 | $0 | 0 | Yes (X) |
| G McNeely | |||||||
| Asst Treasurer | 2 | Yes (X) | $0 | $0 | $0 | 0 | Yes (X) |
| J Congdon | |||||||
| Registrar | 2 | Yes (X) | $0 | $0 | $0 | 0 | Yes (X) |
| D Kollock | |||||||
| Marshall | 2 | Yes (X) | $0 | $0 | $0 | 0 | Yes (X) |
| G Ames | |||||||
| Chaplain | 2 | Yes (X) | $0 | $0 | $0 | 0 | Yes (X) |
| W Strasbaugh | |||||||
| Chancellor | 2 | Yes (X) | $0 | $0 | $0 | 0 | Yes (X) |
| A Markle IV | |||||||
| Historian | 2 | Yes (X) | $0 | $0 | $0 | 0 | Yes (X) |
| F Jacobs | |||||||
| Councillor | 1 | Yes (X) | $0 | $0 | $0 | 0 | |
| J Smith | |||||||
| Councilor | 1 | Yes (X) | $0 | $0 | $0 | 0 | |
| S Chew | |||||||
| Councilor | 1 | Yes (X) | $0 | $0 | $0 | 0 | |
| D Ermine | |||||||
| Councilor | 1 | Yes (X) | $0 | $0 | $0 | 0 | |
| T Hennessay | |||||||
| Councilor | 1 | Yes (X) | $0 | $0 | $0 | 0 | |
| A Webster | |||||||
| Councilor | 1 | Yes (X) | $0 | $0 | $0 | 0 | |
| J Coleman | |||||||
| Asst Register | 1 | Yes (X) | $0 | $0 | $0 | 0 | |
| F Spano | |||||||
| Councilor | 1 | Yes (X) | $0 | $0 | $0 | 0 | |
| R Pagano | |||||||
| Councilor | 1 | Yes (X) | $0 | $0 | $0 | 0 | |
| R Van Gulick | |||||||
| Councillor | 1 | Yes (X) | $0 | $0 | $0 | 0 | |
| L Graham | |||||||
| Past Gov | 1 | Yes (X) | $0 | $0 | $0 | 0 | |
| T Kellogg | |||||||
| Past Gov | 1 | Yes (X) | $0 | $0 | $0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $6,480 | MembershipDuesAmt |
| Total Contributions | $6,480 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Educational Events | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,681 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,681 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,681 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,931 | TotalRevenueColumnAmt |
| Exclusion | $14,931 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,871 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,871 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,871 | TotalRevenueColumnAmt |
| Exclusion | $19,871 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,963 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,681 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $34,802 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,000 | TotalAmt |
| Program Services | $19,000 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347 | TotalAmt |
| Program Services | $347 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,408 | TotalAmt |
| Program Services | $8,209 | ProgramServicesAmt |
| Management And General | $1,199 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,878 | TotalAmt |
| Management And General | $1,878 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| Printing and Mailing | $1,121 | $1,121 |
| Genealogy Fees | $150 | $150 |
| Administrative Expenses | $535 | $535 |
| Prepaid Expenses | $231 | $231 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,670 | TotalAmt |
| Program Services | $27,556 | ProgramServicesAmt |
| Management And General | $5,114 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,115 | BOYAmt |
| EOY | $11,835 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,031,325 | BOYAmt |
| EOY | $851,909 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,036,671 | BOYAmt |
| EOY | $863,744 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $18,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $18,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $738,095 | BOYAmt |
| EOY | $604,888 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,576 | BOYAmt |
| EOY | $240,856 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,036,671 | BOYAmt |
| EOY | $845,744 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,036,671 | BOYAmt |
| EOY | $863,744 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $16,293 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$207,220 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,115 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,940 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,690 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,328 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,480 | CurrentTaxYearAmt |
| Total | $45,553 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,925 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $7,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,681 | CurrentTaxYearAmt |
| Total | $25,081 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,790 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,690 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,953 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,161 | CurrentTaxYearAmt |
| Total | $70,634 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $70,634 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,672 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,713 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,416 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,027 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,931 | CurrentTaxYearAmt |
| Total | $70,759 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $141,393 | TotalSupportAmt |
| Public Support CY170 | 0.49960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.50250 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Grants | $11,000 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $250,855 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $298,576 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$46,720 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $240,856 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $239,657 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $69,919 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $298,576 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $216,740 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $32,817 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,900 | GrantsOrScholarshipsAmt |
| End Year Balance | $239,657 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $166,575 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $61,165 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $216,740 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $213,153 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$35,578 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $166,575 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| NSCDA PA | |||||||||
| 4601 N 15th St | PHILADELPHI | PA | 19106 | 231352271 | 501c3 | $3,500 | $0 | Cash | Youth Edu |
| Fort Ligonier As | |||||||||
| 200 S Market St | LIGONIER | PA | 15658 | 251090680 | 501c3 | $2,500 | $0 | Cash | Hist Pres |
| (no name) | |||||||||
| $0 | |||||||||
| (no name) | |||||||||
| $0 | |||||||||
| (no name) | |||||||||
| $0 | |||||||||
| (no name) | |||||||||
| $0 | |||||||||
| (no name) | |||||||||
| $0 | |||||||||
| (no name) | |||||||||
| $0 | |||||||||
| (no name) | |||||||||
| $0 | |||||||||
| (no name) | |||||||||
| $0 | |||||||||
| (no name) | |||||||||
| $0 | |||||||||
| (no name) | |||||||||
| $0 | |||||||||
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Page 2 Part III, Line 1 - Expanded Mission | To perpetuate the menory of events in the colonial wars and men and women who, in military, naval and civil positions of high trust and responsibility, by their acts of counsel assisted in the establishment, dedfense and (cont) |
| Page 2 Part 333, Line 1 - mission continued | preservation of the American Colonies, and were in truth the founders of this Nation. The collection and preservation of manuscripts, rolls, relics and records, to provide suitable commemorations or memorials (continued) |
| Page 2, Part III, line 1 - mission continued | relating to the American Colonial period, and to inspire in its members fraternal and patriotic spirit. |
| Page 6, Part VI, Line 11b | The tax return is reviewed and approved by an officer. A copy of the return is provided to the Council for review by its members. |
| Page 6, Part VI, Line 12a - | Although there is no written conflict of interest policy, the finncial transactions of the Society are presented at Council meetings and large expenditures are approved. |
| Page 6, Part VI, Line 14 | Although there is no written document and distruction policy, the Treasurer has complied with the Internal Revenue Service's record retention requirements. |
| Page 12, Part XII, Accounting Change | The grants approved by the Council in November 2022 and paid in 2023 were reported on the 2022 Form 990 and listed as Grants Payable on the Balace Sheet. All other receipts and disbursements were reported on a cash basis. |
| Page 2, Part III - Program Service Accomplishments | General support for 11 historic churches in the greater Philadelphia area (11 x $1000) = $11,000 |
| Page 2, Part III - Program Service Accomplishments | Support for historic preservation at Fort Ligonier ($2,500), Fort Louden Historical Society ($1,000), Museum of the American Revolution ($500), Christ Church Preservation Trust ($500). Total $4.500. |
| Schedule A, Page I - Change in public Charity Status | For the Tax Year 2021, Block 10 (Sec 509(a)(2)) was checked. For the Tax Year 2022, Block 7 (Sec 509(a)(1)) was checked. The Society qualifies as a public charity. |
| Schedule I, Page 1 - | The Grant Committee reviews the qualifications for each donee recommended as a grant recipient consistent with the purposes of the Society. |
| Schedule A, Part VI, Section A, Line 2 - Relationships | William Forbes and David Forbes are siblings. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gen Soc of Col Wars | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Conn Ave | AddressLine1Txt |
| City | HOLLYWOOD | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20636 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236393310 | EIN |
| Primary Activities | Historical | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501c3 | ExemptCodeSectionTxt |
| Public Charity Status | 509a2 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | No | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | General Society of Colonial Wars | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | p | TransactionTypeTxt |
| Involved | $1,879 | InvolvedAmt |
| Method Of Amount Determination | Cash-Dues-Supplies | MethodOfAmountDeterminationTxt |
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