2025-07-15T07:54:07-05:00 2024-08-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2023-09-01 530224364 THE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA NATI 2023372288 2715 Q STREET NW WASHINGTON DC 20007 ELIZABETH HAGOPIAN TREASURER 2023372288 2025-07-01 1 1 DANIEL L WEAVER P01249346 3019860600 2025-07-01 2023 2025-03-06 01:10:19Z ELIZABETH HAGOPIAN 158 LEWIS ROAD BELMONT MA 02478 8147125 0 X WWW.NSCDA.ORG X 1891 DC PROMOTION OF OUR HERITAGE THROUGH PRESERVATION, PATRIOTIC SERVICE, AND EDUCATIONAL PROJECTS. 81 81 38 215 0 0 1407238 829093 872785 794267 1369146 666843 118681 122740 3767850 2412943 308041 309562 0 0 1003756 1020156 0 0 172810 1432348 1415436 2744145 2745154 1023705 -332211 16061950 16077245 779236 532222 15282714 15545023 THE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA ACTIVELY PROMOTES OUR NATIONAL HERITAGE THROUGH HISTORIC PRESERVATION, PATRIOTIC SERVICE, AND EDUCATIONAL PROJECTS. 0 0 1503339 99222 587683 MUSEUM PROPERTIES PRESERVATION, RESTORATION, AND INTERPRETATION OF HISTORIC SITES THAT OFFER INVALUABLE OPPORTUNITIES TO EXPERIENCE THE RICH VARIETY OF AMERICA'S HERITAGE. 218057 209340 206584 PATRIOTIC SERVICE PROGRAMS ARE DESIGNED TO 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. 35231 1000 0 HISTORICAL ACTIVITIES PROJECTS INCLUDE RESEARCH, PRESERVATION, AND EDUCATIONAL PUBLICATIONS. 1756627 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 38 1 0 0 0 0 0 0 0 0 0 0 X 81 81 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 TAYLOR CAMMACK PRESIDENT - NSCDA 5.00 X X 0 0 0 MRS KEMP STICKNEY VICE-PRESIDENT, NHQ-DUMBAR 5.00 X X 0 0 0 MRS CARO WILLIAMS VP OF REGION I 5.00 X X 0 0 0 MRS STEVEN E KELLER VP OF REGION II 5.00 X X 0 0 0 LISA WHITE VP OF REGION III 5.00 X X 0 0 0 ELLEN MACBETH BOOMER VP OF REGION IV 5.00 X X 0 0 0 MRS MARY H MUNDY RECORDING SECRETARY 5.00 X X 0 0 0 MRS MOLLY CAREY CORRESPONDING SECRETARY 5.00 X X 0 0 0 MRS ROBERT W HAGOPIAN TREASURER 5.00 X X 0 0 0 FRANCES ANNE ROOT ASSISTANT TREASURER 5.00 X X 0 0 0 MRS ROBERT GOLDSMITH REGISTRAR 5.00 X X 0 0 0 MRS SALLY CONNELLY HISTORIAN 5.00 X X 0 0 0 MRS WILLIAM AYERS ROBERTS CHAIR, CODIFICATION COMMITTEE 5.00 X 0 0 0 SONYA WOSLEY-PAIGE CHAIR, COMMUNICATIONS-MARKETING 5.00 X 0 0 0 MRS GENEVIEVE BROWN CHAIR, DEVELOPMENT COMMITTEE 5.00 X 0 0 0 MS JAYNE MIDDLETON CHAIR, GOVERNANCE COMMITTEE 5.00 X 0 0 0 MRS JONATHAN TRACE CHAIR, GH REGENTS NOM. COMMITTEE 5.00 X 0 0 0 MRS HOLLY HUNT CHAIR, MEMBERSHIP COMMITTEE 5.00 X 0 0 0 MRS ELSIE SMITH CHAIR, HISTORICAL ACT. COMMITTEE 5.00 X 0 0 0 MRS CATHERINE L COOPER CHAIR, MUSEUM ALLIANCE COMMITTEE 5.00 X 0 0 0 MRS MARGARET FREEMAN CHAIR, PATRIOTIC SERVICES COMMITTEE 5.00 X 0 0 0 MRS STEVEN B WIRTS CHAIR, NOMINATING COMMITTEE 5.00 X 0 0 0 MS ELIZABETH BREWSTER ROBINSON CHAIR, STRATEGIC PLANNING COMMITTEE 5.00 X 0 0 0 MRS JUSTIN MARSHALL NICOLSON FIRST REGENT-GUNSTON HALL 1.00 X 0 0 0 MRS JAMES GOEDHART SENIOR REPRESENTATIVE-SULGRAVE MANOR 1.00 X 0 0 0 MRS CHABRA JESTIN JUNIOR REPRESENTATIVE-SULGRAVE MANOR 1.00 X 0 0 0 MRS PETER RAYMOND BEASLEY II ARCHIVIST 1.00 X 0 0 0 MRS CHARLES ANDREW LILES SR NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS JAMES OTEY WALKER III NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS ELIZABETH LEE SCOTT NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MARY FIELDS NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS JEFFREY STEWART AMLING NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS STEVEN MICHAEL LOGAN NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS A CORKRAN NIMICK NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS JOAN WICKERSHAM NATIONAL BOARD MEMBER 1.00 X 0 0 0 VIRGINIA STUART COBB NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS HILARY GRIPEKOVEN NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MARCY MOODY NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS STEVEN WAYNE DUFF NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS LAURA CLARK NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS RUEDIGER SCHULTZ NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS SUSAN BETTS NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MARIAN J BLISS NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS JANE COLONNO NATIONAL BOARD MEMBER 1.00 X 0 0 0 ALICE HYLAND NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MARY LAWSHE HENDERER NATIONAL BOARD MEMBER 1.00 X 0 0 0 ELEANOR KUHN BOYSE NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS HAROLD EDWARD GIPPE NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS LYN HUNT NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MARK RICHARD ALLEN NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS WINIFRED HAYES NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS DAVID LEWIS CAIN NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS LEE DOUGHERTY STAAK NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS JEFFREY A ARTZ NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS KENNETH C FLEMING NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS HUNTER NUMA CHARBONNET NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MARGARET BOYD SCHUTRUMPF NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MARK DAVID GOULD NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS DANIEL MARTIN KIMBALL NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS ROBERT WHITTEMORE BOOMER NATIONAL BOARD MEMBER 1.00 X 0 0 0 LOIS MACKIN NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS WILLIAM SENTON GRANBERRY JR NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS RICHARD THOMAS CRAWFORD NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS DANIEL PRADO NATIONAL BOARD MEMBER 1.00 X 0 0 0 MARGERITE E H MORRISON NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS ELIZABETH LONGLEY DONALD NATIONAL BOARD MEMBER 1.00 X 0 0 0 MS ELIZABETH KINNEY MOORE NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS RUSSELL JAMES WALKER NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS HOWARD MILTON WALL JR NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MARTIN A HYMAN NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS ANGELYN BRIDGES NATIONAL BOARD MEMBER 1.00 X 0 0 0 CATHERINE CARDIN BRADLEY NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS ANN HARDER NATIONAL BOARD MEMBER 1.00 X 0 0 0 STEPHANIE HOCKENSMITH NATIONAL BOARD MEMBER 1.00 X 0 0 0 ELIZABETH SACKSON NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS TODD LIGHTBODY NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS RICHARD LEE WILSON NATIONAL BOARD MEMBER 1.00 X 0 0 0 BARBARA JOAN MEYER NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MARK ALLEN KOLTISKA NATIONAL BOARD MEMBER 1.00 X 0 0 0 IRENE HOLMES NATIONAL BOARD MEMBER 1.00 X 0 0 0 ELIZABETH BUCHOLZ NATIONAL BOARD MEMBER 1.00 X 0 0 0 CAROL CADOU EXEC DIR DUMBARTON HOUSE 40.00 X 160000 0 0 160000 0 0 1 0 1 0 CORBETT CONSTRUCTION 2810 DORR AVE FAIRFAX VA 22031 CONSTRUCTION SERVICES 1050635 BAILEY SYSTEMS 8300 BOONE BLVD STE 500 VIENNA VA 22182 IT SERVICES 375265 FIREFLI 109 NORFOLK AVE SW ROANOKE VA 24011 WEBSITE SERVICES 103527 3 829093 829093 MEMBERSHIP DUES 900099 595825 595825 SPECIAL PROJECT INCOME 900099 198442 198442 794267 255659 255659 158331 51365 106966 106966 106966 6090465 5679281 411184 411184 411184 15838 3536 12302 12302 MISCELLANEOUS 900099 3472 3472 3472 2412943 917007 0 666843 X 64722 64722 244840 244840 160000 76800 57600 25600 717906 474920 202699 40287 68137 42820 20203 5114 74113 46577 21974 5562 3500 2200 1038 262 143608 90250 42580 10778 49662 49662 375224 235810 111254 28160 17756 11158 5265 1333 85711 53865 25414 6432 101212 63607 30009 7596 59620 37467 17678 4475 86290 54226 25587 6477 69852 43899 20711 5242 280937 176555 83298 21084 31612 19867 9373 2372 BAD DEBT EXPENSE 83333 83333 MISCELLANEOUS EXPENSE 11150 7008 3305 837 DUES AND SUBSCRIPTIONS 11121 6989 3297 835 TAXES AND LICENSES 4848 3047 1437 364 2745154 1756627 815717 172810 523494 204214 167924 184526 769190 449427 17874 17906 67855 203668 9298142 4578032 4936705 4720110 9564943 10147558 138445 13965 11391 16061950 16077245 360818 84651 404453 436180 13965 11391 779236 532222 X 10052766 10571381 5229948 4973642 15282714 15545023 16061950 16077245 X -332211 739695 -145175 X X 0 1 X 1 0 X 1987831 1497905 1184522 1407238 829093 6906589 743031 688671 774261 884867 810105 3900935 2730862 2186576 1958783 2292105 1639198 10807524 171000 298788 594565 409952 381730 1856035 0 171000 298788 594565 409952 381730 1856035 8951489 229762 252099 546054 455912 413990 1897817 229762 252099 546054 455912 413990 1897817 714 28 6206 4678 3472 15098 2961338 2438703 2511043 2752695 2056660 12720439 0.70370 0.73180 0.14920 0.13490 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 714. 2020 AMOUNT: $ 28. 2021 AMOUNT: $ 6,206. 2022 AMOUNT: $ 4,678. 2023 AMOUNT: $ 3,472. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 1920554 35709 350608 6457 2300414 1688707 50549 187180 5882 1920554 1851259 137357 -290972 8937 1688707 1441484 16895 400622 7742 1851259 636845 677201 132430 4992 1441484 0.39109 0.44657 0.16234 0 0 210238 210238 8987347 4516223 4471124 100557 61809 38748 4720110 OTHER LIABILITIES 11391 11391 X 3102976 739695 739695 2363281 49662 49662 2412943 2695667 175 175 2695492 49662 49662 2745154 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 RESTRICTED 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 SOCIETY'S ENDOWMENT FUNDS ARE USED TO SATISFY THE RESTRICTIONS THAT HAVE BEEN PLACED ON THOSE FUNDS. PART X, LINE 2: THE SOCIETY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED THAT THE SOCIETY IS NOT A PRIVATE FOUNDATION. THE SOCIETY REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN- NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SOCIETY DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE, OR REFLECT, ANY UNCERTAIN TAX POSITIONS. THE SOCIETY'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES GENERALLY FOR THREE YEARS AFTER FILING. PART XII, LINE 2D - OTHER ADJUSTMENTS: COLLECTION ACQUISTIONS 175. 1 FRIENDS OF SULGRAVE MANOR C/O P BROADBENT 901 E CARY ST STE 1800 RICHMOND VA 23219 510244162 501(C)(3) 64022 0 FMV CONTRIBUTION AMERICAN HERITAGE AWARDS 4 4000 AMERICAN INDIAN MEDICAL SCHOLARSHIP 17 40500 GREAT AMERICAN TREASURES (GAT) GRANTS 3 25000 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. X X 0 0 0 0 0 0 0 0 0 CAROL CADOU EXEC DIR DUMBARTON HOUSE 160000 0 0 0 0 0 0 0 0 0 160000 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY'S MEMBERS ARE MADE UP OF APPROXIMATELY 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 WERE 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 33,187. MANAGEMENT AND GENERAL EXPENSES 15,658. FUNDRAISING EXPENSES 3,963. TOTAL EXPENSES 52,808. FACILITIES AND GROUND MAINTENANCE: PROGRAM SERVICE EXPENSES 26,968. MANAGEMENT AND GENERAL EXPENSES 12,723. FUNDRAISING EXPENSES 3,220. TOTAL EXPENSES 42,911. CONSULTANTS: PROGRAM SERVICE EXPENSES 148,802. MANAGEMENT AND GENERAL EXPENSES 70,204. FUNDRAISING EXPENSES 17,770. TOTAL EXPENSES 236,776. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 26,853. MANAGEMENT AND GENERAL EXPENSES 12,669. FUNDRAISING EXPENSES 3,207. TOTAL EXPENSES 42,729. FORM 990, PART XI, LINE 9: PRIOR PERIOD ADJUSTMENTS -145,000. COLLECTION ACQUISTIONS -175. FORM 990, PART XII, LINE 2C: THE 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.