2022-11-02T16:26:40-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2021-01-01 530205923 NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION NATI 2028793365 1776 D STREET NW WASHINGTON DC 200065303 CHERYL LYNN EDWARDS TREASURER GENERAL 2028793365 2022-10-27 1 CHERYL LYNN EDWARDS 999009999 J ANDREW SMITH P00635175 5712279500 2022-10-26 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DENISE DORING VANBUREN 1776 D STREET NW WASHINGTON DC 200065303 32145614 0 1050 X WWW.DAR.ORG X 1896 DC PROMOTE HISTORIC PRESERVATION, EDUCATION, AND PATRIOTISM. 87 86 174 4775 95784 40162 15979125 15811455 3000339 3116338 6075308 6508117 1453492 3089095 26508264 28525005 1686845 2251476 0 0 9168490 9025757 21000 728495 2492232 7051659 9402920 17927994 21408648 8580270 7116357 207089115 232564820 4588155 6607442 202500960 225957378 X THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) WAS ESTABLISHED TO PERPETUATE THE MEMORY AND SPIRIT OF THE MEN AND WOMEN WHO ACHIEVED AMERICAN INDEPENDENCE. THE SOCIETY ACHIEVES THIS OBJECTIVE THROUGH PROGRAMS WHICH ENCOURAGE HISTORICAL RESEARCH AND PUBLICATION, PRESERVATION OF HISTORICAL RELICS AND DOCUMENTS, EDUCATION AND PROMOTION OF PATRIOTIC ENDEAVORS. 0 0 4681109 257708 GENEALOGY AND RESEARCH: THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) MAINTAINS A RESEARCH AND AN EXTENSIVE GENEALOGICAL LIBRARY. THE LIBRARY CONTAINS APPROXIMATELY 225,000 VOLUMES, AS WELL AS MANY UNPUBLISHED GENEALOGY TYPESCRIPTS NOT AVAILABLE ELSEWHERE. THE LIBRARY IS OPEN TO MEMBERS AND NON-MEMBERS. 4324751 HISTORIC PRESERVATION: NSDAR MAINTAINS A MUSEUM FOR THE PURPOSE OF COLLECTING, EXHIBITING, AND PRESERVING OBJECTS RELATED TO THE AMERICAN REVOLUTION. THE MUSEUM IS OPEN TO MEMBERS AND THE GENERAL PUBLIC FREE OF CHARGE. NSDAR'S AMERICANA COLLECTION INCLUDES MANUSCRIPT AND IMPRINT MATERIALS PERTAINING TO LIFE IN COLONIAL AMERICA, THE REVOLUTIONARY WAR ERA, AND THE EARLY REPUBLIC. NSDAR ALSO MAINTAINS CONSTITUTION HALL, AN AUDITORIUM DEDICATED TO THE US CONSTITUTION. 3955511 2251476 1099527 EDUCATION: NSDAR SUPPORTS TWO SCHOOLS IN THE APPALACHIAN AREA AND MAKES CONTRIBUTIONS TO SIX OTHER SCHOOLS. NSDAR AWARDS SCHOLARSHIPS IN POLITICAL SCIENCE, HISTORY, GOVERNMENT, ECONOMICS, BUSINESS, LAW, CHEMISTRY, NURSING, AND OCCUPATIONAL THERAPY. NSDAR ALSO PUBLISHES AMERICAN SPIRIT MAGAZINE, A BIMONTHY PUBLICATION FOCUSING ON AMERICAN HISTORY, HISTORIC PRESERVATION, PATRIOTISM, AND EDUCATION. 471330 BOARD PROJECTS: THIS PROGRAM INCLUDES ACTIVITIES TARGETED FOR ACTION BY THE PRESIDENT GENERAL. THE MOST RECENT PROJECT INVOLVES THE ONGOING PRESERVATION, RESTORATION AND IMPROVEMENT OF THE NSDAR COMPLEX OF HISTORIC BUILDINGS AND THE COLLECTIONS THEREIN, SUPPORTING CHAPTERS, ADVANCING DAR'S TECHNOLOGICAL CAPABILITIES IN SUPPORT OF ITS MISSION, FUNDING COMMUNITY GRANTS FOR HISTORIC PRESERVATION, EDUCATION, AND PATRIOTISM, AND IMPROVING NSDAR'S FINANCIAL STABILITY THROUGH PROMOTION OF ESTABLISHED PROGRAMS. 3970631 THE ORGANIZATION HAS OTHER PROGRAMS INCLUDING MEMBERSHIP AND MEETING ACTIVITIES. 471330 3970631 13432701 1 1 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 24 0 174 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 87 86 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MA MD MI MN MS NC ND NH NJ NM NY OR PA RI SC TN UT WI WV X CHRIS FORBERG 2028793365 1776 D STREET NW WASHINGTON DC 200065303 DENISE VANBUREN PRESIDENT GENERAL 40.00 X X 60000 0 0 PAMELA WRIGHT FIRST VICE PRESIDENT GENERAL 20.00 X X 0 0 0 PAMELA BORK CHAPLAIN GENERAL 20.00 X X 0 0 0 PEGGY CARNEY TROXELL RECORDING SECRETARY GENERAL 20.00 X X 0 0 0 KATHRYN WALKER WEST CORRESPONDING SECRETARY GENERAL 20.00 X X 0 0 0 VIRGINIA SEBASTIAN STORAGE ORGANIZING SECRETARY GENERAL 20.00 X X 0 0 0 DAWN CRUMLY LEMONGELLO TREASURER GENERAL 20.00 X X 0 0 0 PATSY MCFALL REGISTRAR GENERAL 20.00 X X 0 0 0 LAURA MCCRILLIS KESSLER HISTORIAN GENERAL 20.00 X X 0 0 0 CYNTHIA SWEENEY LIBRARIAN GENERAL 20.00 X X 0 0 0 JANET WHITTINGTON CURATOR GENERAL 20.00 X X 0 0 0 CYNTHIA PARNELL REPORTER GENERAL 20.00 X X 0 0 0 LINDA SEHRT NATIONAL PARLIAMENTARIAN 20.00 X X 0 0 0 DONNA EVELYN WEIGEL WEAVER VICE PRESIDENT GENERAL - 2018-2021 (SLOT 1) 4.00 X 0 0 0 ELIZABETH CANDLER GRAHAM VICE PRESIDENT GENERAL - 2018-2021 (SLOT 2) 4.00 X 0 0 0 JOYCE BALL PATTON VICE PRESIDENT GENERAL - 2018-2021 (SLOT 3) 4.00 X 0 0 0 JUDY CALLAWAY OSTLER VICE PRESIDENT GENERAL - 2018-2021 (SLOT 4) 4.00 X 0 0 0 DIANNE TUCKER CULBERTSON VICE PRESIDENT GENERAL - 2018-2021 (SLOT 5) 4.00 X 0 0 0 NANCY STURKIE FOLK VICE PRESIDENT GENERAL - 2018-2021 (SLOT 6) 4.00 X 0 0 0 ANN TAYLOR SCHAEFFER VICE PRESIDENT GENERAL - 2018-2021 (SLOT 7) 4.00 X 0 0 0 CHARLOTTE STOUT REYNOLDS VICE PRESIDENT GENERAL - 2019-2022 (SLOT 1) 4.00 X 0 0 0 CYNTHIA CLEVELAND MCNAMARA VICE PRESIDENT GENERAL - 2019-2022 (SLOT 2) 4.00 X 0 0 0 NANCY CHRISTINE SCHIRM WRIGHT VICE PRESIDENT GENERAL - 2019-2022 (SLOT 3) 4.00 X 0 0 0 MALINDA HORNER DAVIS VICE PRESIDENT GENERAL - 2019-2022 (SLOT 4) 4.00 X 0 0 0 CAROL PATTERSON SCHWENK VICE PRESIDENT GENERAL - 2019-2022 (SLOT 5) 4.00 X 0 0 0 JUDY NEWELL MASON VICE PRESIDENT GENERAL - 2019-2022 (SLOT 6) 4.00 X 0 0 0 ZORA MCGUFFEE OLSSON VICE PRESIDENT GENERAL - 2019-2022 (SLOT 7) 4.00 X 0 0 0 LESLIE R MILLER VICE PRESIDENT GENERAL - 2020-2023 (SLOT 1) 4.00 X 0 0 0 HOLLY STONE BLAIR VICE PRESIDENT GENERAL - 2020-2023 (SLOT 2) 4.00 X 0 0 0 JEANNINE ANGLE DOBBINS VICE PRESIDENT GENERAL - 2020-2023 (SLOT 3) 4.00 X 0 0 0 CYNTHIA BEALL SUICH VICE PRESIDENT GENERAL - 2020-2023 (SLOT 4) 4.00 X 0 0 0 ADELE ELLISOR LANCASTER VICE PRESIDENT GENERAL - 2020-2023 (SLOT 5) 4.00 X 0 0 0 SUSAN LEAKE HARVEY HOLT VICE PRESIDENT GENERAL - 2020-2023 (SLOT 6) 4.00 X 0 0 0 SUE SUTHERS ALLEN VICE PRESIDENT GENERAL - 2020-2023 (SLOT7) 4.00 X 0 0 0 TAMMY CLEMONS VICE PRESIDENT GENERAL - 2021-2024 (SLOT 1) 4.00 X 0 0 0 KAY YARBROUGH VICE PRESIDENT GENERAL - 2021-2024 (SLOT 2) 4.00 X 0 0 0 SUSAN TILLMAN VICE PRESIDENT GENERAL - 2021-2024 (SLOT 3) 4.00 X 0 0 0 ELIZABETH BILLHAM VICE PRESIDENT GENERAL - 2021-2024 (SLOT 4) 4.00 X 0 0 0 MAUREEN TIPTON VICE PRESIDENT GENERAL - 2021-2024 (SLOT 5) 4.00 X 0 0 0 CAROLE WEISS VICE PRESIDENT GENERAL - 2021-2024 (SLOT 6) 4.00 X 0 0 0 LAEL MARLOW VICE PRESIDENT GENERAL -2021-2024 (SLOT7) 4.00 X 0 0 0 LAEL ELIZABETH HARTLEY MARLOW STATE REGENT - AK 4.00 X 0 0 0 MARYBETH GROVES STATE REGENT - AK 4.00 X 0 0 0 TAMMY B CLEMONS STATE REGENT - AL 4.00 X 0 0 0 PATRICE DONNELLY STATE REGENT - AL 4.00 X 0 0 0 GRETCHEN ALECE MAGEE STATE REGENT - AR 4.00 X 0 0 0 MORGAN ELLIOTT STATE REGENT - AZ 4.00 X 0 0 0 SUSAN ABBOTT BRODERICK STATE REGENT - CA 4.00 X 0 0 0 ELIZABETH HAWLEY CLARK-URBAN STATE REGENT - CO 4.00 X 0 0 0 COLLEEN JOYCE STATE REGENT - CO 4.00 X 0 0 0 CHRISTY ANDERSON HENDRIE STATE REGENT - CT 4.00 X 0 0 0 CINDY SHELTON HAYS STATE REGENT - DC 4.00 X 0 0 0 GLORIA ANN CONTE LESTER STATE REGENT - DE 4.00 X 0 0 0 KAY YARBROUGH STATE REGENT - FL 4.00 X 0 0 0 DEBORAH DUAY STATE REGENT - FL 4.00 X 0 0 0 OB MCCORKLE STATE REGENT - GA 4.00 X 0 0 0 JANE ELLEN MORROW MANN STATE REGENT - HI 4.00 X 0 0 0 MARLA LOUISE HUEBLER SUTER STATE REGENT - IA 4.00 X 0 0 0 MARTHA ANN BIBBER SCHMIDT STATE REGENT - ID 4.00 X 0 0 0 CATHERINE MCCLINTICK STATE REGENT - ID 4.00 X 0 0 0 SHARLA LYNN WILSON LUKEN STATE REGENT - IL 4.00 X 0 0 0 DEBBY COE STATE REGENT - IL 4.00 X 0 0 0 CHARLOTTE SUE HURD BLAIR STATE REGENT - IN 4.00 X 0 0 0 CHERIE BAXTER STATE REGENT - IN 4.00 X 0 0 0 SUSAN THERESA LEE METZGER STATE REGENT - KS 4.00 X 0 0 0 CAROL JUNE DOAK ROGOW STATE REGENT - KY 4.00 X 0 0 0 CHARLOTTE HODGE WELCH WHITE STATE REGENT - LA 4.00 X 0 0 0 PAULA PRATT RENKAS STATE REGENT - MA 4.00 X 0 0 0 MAUREEN MARY DOUGHERTY TIPTON STATE REGENT - MD 4.00 X 0 0 0 MERNIE CRANE STATE REGENT - MD 4.00 X 0 0 0 BEVERLY ANN FOSTER ROBBINS STATE REGENT - ME 4.00 X 0 0 0 GINA MARIE LEMARBE LACROIX STATE REGENT - MI 4.00 X 0 0 0 KELLY VANWORMER STATE REGENT - MI 4.00 X 0 0 0 DIANNE PLUNKETT LATHAM STATE REGENT - MN 4.00 X 0 0 0 KATHLEEN HUSTON STATE REGENT - MN 4.00 X 0 0 0 JOAN ELIZABETH LEEPER MAGEE STATE REGENT - MO 4.00 X 0 0 0 HELLEN HICKS POLK STATE REGENT - MS 4.00 X 0 0 0 LEIGH HAISLIP SPENCER STATE REGENT - MT 4.00 X 0 0 0 CAROLE NUNALEE WEISS STATE REGENT - NC 4.00 X 0 0 0 ANNA CHOI STATE REGENT - NC 4.00 X 0 0 0 SANDRA ELIZABETH SIDLER STATE REGENT - ND 4.00 X 0 0 0 CANDACE J CAIN STATE REGENT - NE 4.00 X 0 0 0 PATRICIA MARIE JACKSON STATE REGENT - NH 4.00 X 0 0 0 BONNIE SUE NEVARD MATTHEWS STATE REGENT - NJ 4.00 X 0 0 0 CAMELLIA DIANE RADFORD HALVORSON STATE REGENT - NM 4.00 X 0 0 0 PATRICE BARGER STATE REGENT - NM 4.00 X 0 0 0 LORRAINE KATHERINE HORSELL BAGWELL STATE REGENT - NV 4.00 X 0 0 0 PATRICE FLORENCE POWLEY BIRNER STATE REGENT - NY 4.00 X 0 0 0 KATHLEEN ANNE GOBIN DIXON STATE REGENT - OH 4.00 X 0 0 0 TERESA JANE ELLIS CALES STATE REGENT - OK 4.00 X 0 0 0 DONNA SUE PETERSON DIAL STATE REGENT - OR 4.00 X 0 0 0 ELIZABETH ANNE WALKER WATKINS STATE REGENT - PA 4.00 X 0 0 0 LISA MARIE NIGRELLI DALEY STATE REGENT - RI 4.00 X 0 0 0 AMANDA LAZARUS STATE REGENT - RI 4.00 X 0 0 0 ELIZABETH ANN KRUEGER BILLHAM STATE REGENT - SC 4.00 X 0 0 0 BONNIBEL MOFFAT STATE REGENT - SC 4.00 X 0 0 0 ROBIN LOUISE DELL FANSLER STATE REGENT - SD 4.00 X 0 0 0 ROBERTA CECILE WIMBERLEY STATE REGENT - TN 4.00 X 0 0 0 SUSAN GREENE TILLMAN STATE REGENT - TX 4.00 X 0 0 0 MARCY CARTER-LOVICK STATE REGENT - TX 4.00 X 0 0 0 KATHRYN ASAY STATE REGENT - UT 4.00 X 0 0 0 LEANN FETHEROLF TURBYFILL STATE REGENT - VA 4.00 X 0 0 0 EDNA RUTH WHITEHEAD CURTIN STATE REGENT - VT 4.00 X 0 0 0 CATHERINE BROUDEUR-JOHNSON STATE REGENT - VT 4.00 X 0 0 0 LAURI J BASSO LANGTON STATE REGENT - WA 4.00 X 0 0 0 BRENDA ANN THOLE MAJEWSKI STATE REGENT - WI 4.00 X 0 0 0 CHERYL C ALEXANDER BROWN STATE REGENT - WV 4.00 X 0 0 0 JEANETTE SEARS HURSMAN STATE REGENT - WY 4.00 X 0 0 0 LAURENCE MICHEL CHATEL DE BRANCION STATE REGENT - XF 4.00 X 0 0 0 SANDRA MCKINNON LORIDANS STATE REGENT - XM 4.00 X 0 0 0 STEPHEN NORDHOLT ADMINISTRATOR 40.00 X 169351 0 35564 TORGRIM FORBERG CONTROLLER 40.00 X 58158 0 12213 SANDRA POLLACK DEVELOPMENT DIRECTOR 40.00 X 131901 0 27699 DAVID COPPEDGE BUILDING SUPERINTENDENT 40.00 X 122666 0 25760 VICTOR KUNZE DIRECTOR OF INFORMATION SYSTEMS 40.00 X 127053 0 26681 PATRICIA BREICHNER DIRECTOR OF HUMAN RESOURCES 40.00 X 131997 0 27719 801126 0 155636 5 0 1 0 THE CHRISTMAN COMPANY 22560 GLENN DRIVE SUITE 108 STERLING VA 201644440 BUILDING RESTORATION 6377652 SIMONS BROTHERS 2438 EAST SERGEANT STREET PHILADELPHIA PA 19125 SELL MERCHANDISE 1287096 HAMMOCK INC 209 10TH AVE SUITE 560 NASHVILLE TN 37203 MAGAZINE PUBLISHER 1035284 THE CALMARK GROUP 6755 S SAYRE AVE BEDFORD PARK IL 60638 MAILING 728495 TALISMAN CORPORATION JEWELRY 2033 OAK INDUSTRIAL DRIVE GRAND RAPIDS MI 49505 JEWELERY 367427 13 7668287 8143168 37122 15811455 APPLICATION FEES 900099 1432571 1432571 MAGAZINE REVENUE 541800 1099527 1054144 45383 MEMBER MEETING FEES 900099 326532 326532 RECORD COPY FEES 900099 255373 255373 LIBRARY RESEARCH FEES 900099 2335 2335 3116338 3317513 3317513 8536 8536 412393 103809 308584 308584 308584 4531859 1341255 3190604 3190604 3190604 4387073 2175545 2211528 2161127 50401 MANAGEMENT FEES 900099 553969 553969 6478 6478 560447 28525005 5786051 95784 6831715 1825882 1825882 425594 425594 335285 217544 89177 28564 7095999 4604126 1887343 604530 256290 166290 68166 21834 782002 507390 207991 66621 556181 360869 147929 47383 553898 359388 147322 47188 40989 40989 66555 66555 728495 728495 86824 56334 23093 7397 33836 21954 8999 2883 1377805 845474 403187 129144 792130 513961 210685 67484 1049620 681029 279171 89420 65403 42436 17395 5572 325178 210987 86488 27703 1966437 1275891 523019 167527 325167 210979 86486 27702 DEVO. MAILING JOINT COS 616705 400139 164027 52539 REPAIRS AND MAINTENANCE 520014 337403 138310 44301 PRINTING & PUBLICATIONS 362106 234947 96310 30849 COLLECTIONS ADDITIONS 78875 51177 20979 6719 1141378 82907 770094 288377 21408648 13432701 5483715 2492232 X 616705 400139 164027 52539 10133506 8030903 6519287 9217199 359852 23590 285666 780573 1417776 1606331 526038 387948 64973917 29289407 29326698 35684510 157598036 175974469 922256 859297 207089115 232564820 2121624 4102348 1529428 1746387 15514 4580 921589 754127 4588155 6607442 X 76876088 79941436 125624872 146015942 202500960 225957378 207089115 232564820 7116357 16340061 0 X 0 1 X 1 0 X 6455598 10581640 8631996 15979125 15811455 57459814 11520768 11759902 12291198 5586085 7348905 48506858 17976366 22341542 20923194 21565210 23160360 105966672 25693 160574 613372 237390 560120 1597149 0 25693 160574 613372 237390 560120 1597149 104369523 3968696 4570135 5089062 3589199 3738442 20955534 32192 -189312 309715 152595 4000888 4380823 5398777 3589199 3738442 21108129 467446 489288 473358 579081 560447 2569620 22444700 27211653 26795329 25733490 27459249 129644421 0.80500 0.80280 0.16280 0.16920 X PART III, SECTION B, LINE 12: THE OTHER INCOME REPRESENTS MANAGEMENT FEES AND MISCELLANEOUS INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 0 1 X 74747865 648573 11234640 349506 86281572 65958564 458557 8954339 623595 74747865 56003909 1172239 9963513 1181097 65958564 58259070 742601 -1963090 1034672 56003909 51357822 1166638 6600793 866183 58259070 0.32000 0.68000 0 0 207420 207420 56234245 22199003 34035242 8532252 7090404 1441848 35684510 CHARITABLE GIFT ANNUITY 754127 754127 X 44991551 16340061 109500 16449561 28541990 86824 -103809 -16985 28525005 21535133 109500 103809 213309 21321824 86824 86824 21408648 PART III, LINE 1A: THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) ACQUIRES ITS COLLECTIONS, WHICH INCLUDE MICROFILM, LIBRARY BOOKS AND HISTORICAL TREASURES OF ITS MUSEUM AND AMERICANA COLLECTION, THROUGH PURCHASE OR DONATION. NSDAR'S COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH AND ARE PROTECTED AND PRESERVED. PART III, LINE 4: NSDAR'S COLLECTIONS INCLUDE MICROFILM, LIBRARY BOOKS, AND HISTORICAL TREASURES OF ITS MUSEUM LIBRARY, AND AMERICANA COLLECTION. THE COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH AND ARE PROTECTED AND PRESERVED. PART IV, LINE 2B: NSDAR ACTS AS AN AGENT IN THE COLLECTION AND DISBURSEMENT OF FUNDS RECEIVED FROM CONTRIBUTORS TO DAR SCHOOLS. AS NSDAR DOES NOT HAVE VARIANCE POWER OVER THE DISBURSEMENT OF THESE FUNDS, AMOUNTS HELD FOR DAR SCHOOLS TOTALING $4,580 AT DECEMBER 31, 2021 ARE REFLECTED IN ACCOUNTS PAYABLE AND ACCRUED EXPENSES IN THE FINANCIAL STATEMENT. PART V, LINE 4: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION ENDOWMENT CONSISTS OF MULTIPLE FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES TO PROVIDE FOR THE LONG TERM SUPPORT OF THE ORGANIZATION AND ITS PROGRAMS, INCLUDING GRANTS AND SCHOLORSHIPS. PART X, LINE 2: THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS SUBJECT TO TAX ONLY ON ITS NET UNRELATED BUSINESS INCOME. ADDITIONALLY, NSDAR IS EXEMPT FROM INCOME TAXES IN THE DISTRICT OF COLUMBIA. IT HAS BEEN DETERMINED THAT NSDAR IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. NSDAR FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN INCOME TAX POSITIONS. NSDAR EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS TAX POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. NSDAR'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -103,809. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 103,809. X 1 CALMARK GROUP 6755 S SAYRE AVE BEDFORD PARK IL 60638 PLAN AND MANAGE MAIL CAMPAIGNS; ADVISE ON DONOR SEGMENT 0 1708268 728495 979773 1708268 728495 979773 AL AR CA FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OR PA RI SC TN UT VA WV WI SCHEDULE G, PART I, LINE 2B, COLUMN (V) NSDAR PAID CALMARK GROUP $728,495. CALMARK PROVIDES THE FOLLOWING SERVICES: (1) DESIGNS, (2) PRINTS, AND (3) PROVIDES CONSULTING ADVISE AS IT RELATES TO GENERATING: (A) MAILING LISTS, AND OVERALL (B) INDUSTRY TRENDS. 1 BACONE COLLEGE 2299 OLD BACONE ROAD MUSKOGEE OK 74403 730590036 501C3 66557 0 EDUCATIONAL GRANT BERRY COLLEGE 2277 MARTHA BERRY HIGHWAY MOUNT BERRY GA 30149 580566133 501C3 48000 0 EDUCATIONAL GRANT CHEMAWA INDIAN SCHOOL INC 3700 CHEMAWA ROAD NE SALEM OR 97305 930735265 501C3 20000 0 EDUCATIONAL GRANT CROSSNORE SCHOOL 100 DAR DRIVE CROSSNORE NC 28616 560567980 501C3 303041 0 EDUCATIONAL GRANT HILLSIDE SCHOOL INC 404 ROBIN HILL ROAD MARLBOROUGH MA 01752 042111216 501C3 46387 0 EDUCATIONAL GRANT HINDMAN SETTLEMENT SCHOOL 238 HIGHWAY 100 S HINDMAN KY 41822 610447248 501C3 37032 0 EDUCATIONAL GRANT INDIAN YOUTH OF AMERICA C/O PATRICIA GORDON PO BOX 2786 SIOUX CITY IA 51106 521150452 501C3 10000 0 EDUCATIONAL GRANT KATE DUNCAN SMITH SCHOOL 6077 MAIN STREET GRANT AL 35747 630338084 501C3 336437 0 EDUCATIONAL GRANT TAMASSEE DAR SCHOOL 1925 BUMGARDNER DRIVE TAMASSEE SC 29686 576000973 501C3 104723 0 EDUCATIONAL GRANT ARMY HISTORICAL FOUNDATION 1775 LIBERTY DRIVE SUITE 400 FORT BELVOIR VA 22060 521367225 501C3 150000 0 EDUCATIONAL GRANT FORT TICONDEROGA 390 FORT TI ROAD TICONDEROGA NY 12883 141440924 501C3 38000 0 EDUCATIONAL GRANT FRIENDS OF THE STATE HISTORIC SITES OF THE HUDSON HIGHLANDS 84 LIBERTY STREET NEW BURGH NY 12550 223325284 501C3 11500 0 EDUCATIONAL GRANT HASKELL INDIAN NATIONS UNIVERSITY 155 E INDIAN STREET LAWRENCE KS 66046 480988099 501C3 10000 0 EDUCATIONAL GRANT HAVEN FOR HEROES INC 2408 4TH AVE N ANOKA MN 55303 832869110 501C3 20000 0 EDUCATIONAL GRANT HONOR FLIGHT NETWORK PO BOX 1348 MILTON WA 983649318 202496491 501C3 10000 0 EDUCATIONAL GRANT MISSOURI STATE SOCIETY 16605 NW 126TH STREET PLATTE CITY MO 640797221 446015271 501C3 290943 0 EDUCATIONAL GRANT MOUNT VERNON LADIES ASSOCIATION PO BOX 110 MOUNT VERNON VA 22121 540564701 501C3 25000 0 EDUCATIONAL GRANT OFFICE OF THE VETERAN AND MILITARY AFFAIRS 101 WAVERLY AVE SYRACUSE NY 13244 521688621 501C3 25000 0 EDUCATIONAL GRANT ROBIN'S HOUSE INC 401 E PEARL STREET BUTLER PA 16001 822462989 501C3 40000 0 EDUCATIONAL GRANT SOCIETY OF THE HONOR GUARD PO BOX 1111 HERMITAGE PA 16148 541966099 501C3 10000 0 EDUCATIONAL GRANT THE CORPORATION FOR JEFFERSON'S POPLAR FOREST PO BOX 419 FOREST VA 245510419 541258296 501C3 10000 0 EDUCATIONAL GRANT THE GEORGE WASHINGTON FOUNDATION 1201 WASHINGTON AVE FREDERICKSBURG VA 22401 540525507 501C3 15000 0 EDUCATIONAL GRANT TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS 3033 WILSON BLVD THIRD FLOOR ARLINGTON VA 222013865 920152268 501C3 10000 0 EDUCATIONAL GRANT VETERAN LEADERSHIP PROGRAM 2934 SMALLMAN STREET PITTSBURGH PA 15201 251434643 501C3 40000 0 EDUCATIONAL GRANT WREATHS ACROSS AMERICA PO BOX 249 COLUMBIA FALLS ME 04623 208362270 501C3 15000 0 EDUCATIONAL GRANT BOSTERS OF OLD TOWN SAN DIEGO 4002 WALLACE STREET SAN DIEGO CA 92110 953613121 501C3 6000 0 EDUCATIONAL GRANT CONSERVATION FOUNDATION OF DUPAGE COUNTY 2250 DICKSON ROAD MONTGOMERY IL 60538 237221206 501C3 8716 0 EDUCATIONAL GRANT FIRST BAPTIST CHURCH CANASTOTA 304 S PETERBORO STREET CANASTONA NY 13032 161079318 501C3 10000 0 EDUCATIONAL GRANT HERITAGE ALLIANCE OF NE TENNESSEE & SW VIRGINIA 212 E SABIN DRIVE JONESBOROUGH TN 37659 621502600 501C3 10578 0 EDUCATIONAL GRANT HISTORICAL ROCK CHAPEL METHODIST CHURCH 840 TROLLEY ROAD YORK SPRING PA 17372 232041164 501C3 6050 0 EDUCATIONAL GRANT PRESERVE RHODE ISLAND 957 N MAIN STREET PROVIDENCE RI 02904 056012417 501C3 10000 0 EDUCATIONAL GRANT REPUBLIC COUNTY HISTORICAL SOCIETY MUSEUM 2107 R STREET BELLEVILLE KS 66935 237414313 501C3 5719 0 EDUCATIONAL GRANT VAN SCHIACK MANSION PROJECT 29 ERIE DRIVE SLINGERLANDS NY 12159 146020935 501C3 6351 0 EDUCATIONAL GRANT WARD MELVILLE HERITAGE ORGANIZATION PO BOX 572 STONY BROOK NY 11790 112440592 501C3 9848 0 EDUCATIONAL GRANT WARREN COUNTY HISTORICAL SOCIETY 195 SUNNYSIDE ROAD QUEENSBURY NY 12804 141802216 501C3 10000 0 EDUCATIONAL GRANT 45 0 OUTSTANDING TEACHER AWARD 3 8500 N/A N/A U.S. MILITARY ACADEMY AWARDS 6 15568 N/A N/A OUTSTANDING TEACHER OF AMERICAN HISTORY AWARD 15 10776 N/A N/A GOOD CITIZENS AWARDS 65 30750 N/A N/A JR. MEMBERSHIP CLASSROOM GRANT 103 51000 N/A N/A SCHOLARSHIPS 87 309000 N/A N/A PART I, LINE 2: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) AWARDS SCHOLARSHIPS TO QUALIFIED APPLICANTS. APPLICANTS MUST BE UNITED STATES CITIZENS AND MUST ATTEND AN ACCREDITED COLLEGE OR UNIVERSITY IN THE UNITED STATES. THE APPLICATION PROCESS IS CONDUCTED WITHOUT REGARD TO RACE, SEX, RELIGION, OR NATIONAL ORIGIN. SCHOLARSHIPS ARE AWARDED BY THE SCHOLARSHIP COMMITTEE BASED ON ACADEMIC EXCELLENCE, COMMITMENT TO FIELD OF STUDY (AS REQUIRED), AND NEED. X X X 0 0 0 0 0 0 0 0 0 STEPHEN NORDHOLT ADMINISTRATOR 169351 0 0 0 0 0 8898 0 26666 0 204915 0 0 0 PATRICIA BREICHNER DIRECTOR OF HUMAN RESOURCES 131997 0 0 0 0 0 5678 0 22041 0 159716 0 0 0 SANDRA POLLACK DEVELOPMENT DIRECTOR 131901 0 0 0 0 0 5276 0 22423 0 159600 0 0 0 VICTOR KUNZE DIRECTOR OF INFORMATION SYSTEMS 127053 0 0 0 0 0 7623 0 19058 0 153734 0 0 0 X 231 37122 PUBLISHED MARKET VALUE X ARMAMENT 55 0 X CERAMICS 23 0 X FURNISHINGS 9 0 X PAINTING 7 0 X TEXTILES 17 0 X TOYS 33 0 X WORKS ON PAPER 1 0 0 1 0 PART I, COLUMN (B): NUMBER OF SHARES RECEIVED. PART I, LINE 33: NSDAR ACQUIRES ITS COLLECTIONS, WHICH INCLUDE MICROFILM, LIBRARY BOOKS, AND HISTORICAL TREASURES OF ITS MUSEUM AND AMERICANA COLLECTION, THROUGH PURCHASE OR DONATION. NSDAR'S COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH AND ARE PROTECTED AND PRESERVED. AS PERMITTED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, COLLECTIONS ARE NOT CAPITALIZED OR INCLUDED IN REVENUE BY NSDAR. FORM 990, PART VI, SECTION A, LINE 1A THE TWELVE-MEMBER EXECUTIVE COMMITTEE CONSISTS OF NATIONAL OFFICERS, WHO ARE ALL MEMBERS OF THE NATIONAL BOARD OF MANAGEMENT (NBM). THE COMMITTEE HAS THE AUTHORITY TO MAKE RECOMMENDATIONS TO THE NBM AND PERFORM DUTIES OF THE BOARD BETWEEN MEETINGS, AS DEEMED EXPEDIENT. THE COMMITTEE HAS CHARGE OF ALL INVESTMENTS AND INSURANCE AS WELL AS THE AUTHORITY TO ENTER INTO CONTRACTS AND AGREEMENTS CONCERNING THE BUSINESS OF THE SOCIETY. IT ALSO MAKES RECOMMENDATIONS CONCERNING THE BUDGET TO THE NBM. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS IN THE NATIONAL SOCIETY THROUGH A CHAPTER OR AS A MEMBER-AT-LARGE. FORM 990, PART VI, SECTION A, LINE 7A EXECUTIVE OFFICERS ARE ELECTED BY MEMBERS AT THE ANNUAL MEETING, CONTINENTAL CONGRESS, EVERY THREE YEARS. ELECTIONS FOR THREE-YEAR TERMS FOR OTHER NBM POSITIONS ARE HELD ANNUALLY ON A ROTATING BASIS AT THE ANNUAL MEETING. OTHER HONORARY OFFICERS ARE ALSO ELECTED BY MEMBERS AT CONTINENTAL CONGRESS. FORM 990, PART VI, SECTION A, LINE 7B VOTING MEMBERS (STATE AND CHAPTER REGENTS AND DELEGATES) AT THE ANNUAL MEETING, CONTINENTAL CONGRESS, VOTE BY BALLOT UPON QUESTIONS INVOLVING NEW PROJECTS OR SPECIAL APPROPRIATIONS. 300 VOTING MEMBERS CONSTITUTE A QUORUM. FORM 990, PART VI, SECTION B, LINE 11B THE DETAILED REVIEW OF FORM 990 WILL BE CONDUCTED BY THE CONTROLLER. THE FINAL DRAFT OF FORM 990 WAS REVIEWED BY ALL MEMBERS OF THE FINANCE COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MANAGEMENT AND THE EXECUTIVE COMMITTEE MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR POTENTIAL CONFLICTS. THE CONFLICT OF INTEREST POLICY COVERS ALL NATIONAL BOARD OF MANAGEMENT MEMBERS, AS WELL AS COMMITTEE CHAIRMEN. THOSE COVERED UNDER THE POLICY HAVE A DUTY TO DISCLOSE ANY DIRECT OR INDIRECT FINANCIAL INTEREST. ANY DISCLOSED FINANCIAL INTERESTS ARE REVIEWED AND DISCUSSED BY THE AUDIT COMMITTEE, WHICH THEN DECIDES IF A CONFLICT OF INTEREST EXISTS AND DETERMINES WHETHER OR NOT TO ENTER INTO THE TRANSACTION/ARRANGEMENT. THE AUDIT COMMITTEE ALSO QUESTIONS ANY NBM MEMBER WHO MAY HAVE FAILED TO DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. IF THE COMMITTEE DETERMINES SUCH FAILURE TOOK PLACE, IT IS AUTHORIZED TO TAKE APPROPRIATE DISCIPLINARY OR CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR TOP MANAGEMENT POSITIONS ARE REVIEWED ANNUALLY WITH THE HUMAN RESOURCES COMMITTEE. IN ADDITION, THE PRESIDENT GENERAL APPROVES ANY COMPENSATION CHANGES FOR TOP MANAGEMENT POSITIONS. A COMPREHENSIVE SALARY STUDY IS CONDUCTED EVERY THREE YEARS. COMPARABILITY DATA IS OBTAINED AND REVIEWED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, BYLAWS ARE AVAILABLE TO MEMBERS ON THE MEMBERS WEBSITE AND ARE AVAILABLE FOR SALE AS PART OF THE MEMBER HANDBOOK TO ANYONE WHO VISITS NSDAR HEADQUARTERS.