2021-07-15T13:14:59-05:00 2020-08-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2019-09-01 530224364 THE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA NATI 2023372288 2715 Q STREET NW WASHINGTON DC 20007 ELIZABETH HAGOPIAN TREASURER 2023372288 2021-07-15 1 DANIEL L WEAVER P01249346 3019860600 2021-07-12 2019 2022-09-23 18:48:47Z ELIZABETH HAGOPIAN 158 LEWIS ROAD BELMONT MA 02478 4932837 0 X WWW.NSCDA.ORG X 1891 DC PROMOTION OF OUR HERITAGE THROUGH PRESERVATION, PATRIOTIC SERVICE, AND EDUCATIONAL PROJECTS. 75 75 49 229 0 0 1788853 1987831 916952 730259 290965 12869 70376 -27698 3067146 2703261 251713 710025 0 0 1001288 937679 0 0 181520 1446380 1141386 2699381 2789090 367765 -85829 13782940 14811687 473932 564265 13309008 14247422 THE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA ACTIVELY PROMOTES OUR NATIONAL HERITAGE THROUGH HISTORIC PRESERVATION, PATRIOTIC SERVICE, AND EDUCATIONAL PROJECTS. 0 0 808298 655304 MUSEUM PROPERTIES PRESERVATION, RESTORATION, AND INTERPRETATION OF HISTORIC SITES THAT OFFER INVALUABLE OPPORTUNITIES TO EXPERIENCE THE RICH VARIETY OF AMERICA'S HERITAGE. 1312812 HISTORIAL ACTIVITIES PROJECTS INCLUDE RESEARCH, PRESERVATION, AND EDUCATIONAL PUBLICATIONS. 54721 54721 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. 2175831 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 17 0 1 49 1 0 0 0 0 0 0 0 0 0 0 0 0 X 75 75 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 JOHN PARKS BOYLIN JR VICE-PRESIDENT, NHQ-DUMBAR 5.00 X X 0 0 0 MRS JAMES GOEDHART VICE-PRESIDENT RESIDING IN 5.00 X X 0 0 0 MRS CHARLES ANDREW LILES SR NATIONAL REGISTRAR 5.00 X X 0 0 0 MRS THOMAS RICHARD SCHULZ NATIONAL RECORDING SECRETA 5.00 X X 0 0 0 MRS STEVEN W DUFF NATIONAL PRESIDENT 5.00 X X 0 0 0 MS KAREN BUCKLEY NATIONAL PARLIAMENTARIAN 5.00 X X 0 0 0 MRS JAMES OTEY WALKER III NATIONAL CORRESPONDING SEC 5.00 X X 0 0 0 MRS JOSEPH M BLEW III CHAIR, NATIONAL STRATEGIC 5.00 X X 0 0 0 MRS ROBERT GIPSY LINEBERRY CHAIR, NATIONAL PATRIOTIC 5.00 X X 0 0 0 MRS JAMES PHILLIP ATKINSON CHAIR, NATIONAL MEMBERSHIP 5.00 X X 0 0 0 MRS DAVID GILBERT LINVILLE CHAIR, NATIONAL HISTORIC A 5.00 X X 0 0 0 MRS JOHN J SIKORA SR CHAIR, HISTORY HIGHLIGHTS 5.00 X X 0 0 0 MRS MARSHALL C HUNT JR CHAIR, HISTORY HIGHLIGHTS 5.00 X X 0 0 0 MRS LEONORA ALICE BRANCA CHAIR, CODIFICATION COMMIT 5.00 X X 0 0 0 MRS JAMES CHRIS CAMMACK III CHAIR, AUDIT COMMITTEE 5.00 X X 0 0 0 MRS JONATHAN TRACE CHAIR OF GUNSTON HALL REGE 5.00 X X 0 0 0 ELIZABETH MOORE HAGOPIAN ASSISTANT TREASURER 5.00 X X 0 0 0 MRS JAMES LEE OSBORNE JR NATIONAL BOARD MEMBER 1.00 X 0 0 0 MARY W DALEY NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS ROBERTS WYCKOFF BROKAW III NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS GEORGE MANNING RICHARDS NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MORTON NOEL LANE NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS LEE CRANDALL PARK NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS RONALD GRAHAM ALBURY NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS ROBERT ARMSTEAD NAUD NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS ERNEST WADDILL LARKIN III NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS JAMES G ROGERS NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS DONALD FRANK ROCHFORD NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS JOHN STEPHEN MOODY NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS RICHARD C DALE JR NATIONAL BOARD MEMBER 1.00 X 0 0 0 BARBARA JOAN MEYER NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS CHARLES STAKELY WILLCOX JR NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS ROBERT C CAYLOR II NATIONAL BOARD MEMBER 1.00 X 0 0 0 CHARBRA ADAMS JESTIN NATIONAL BOARD MEMBER 1.00 X 0 0 0 MARY SHEPHERD NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS KENAN E SAHIN NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS ROBERT HOUSTON PERRY NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS CHRISTY F JAMES NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS RICHARD THOMAS CRAWFORD NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS LEE SCOTT WAPLES NATIONAL BOARD MEMBER 1.00 X 0 0 0 MARGARET CECELIA MALLOY NATIONAL BOARD MEMBER 1.00 X 0 0 0 HOPE ALEXANDER NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS RICHARD WARD MUNDY NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS BARTHOLOMEW THOMAS LYNAM NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MALCOLM WALLOP NATIONAL BOARD MEMBER 1.00 X 0 0 0 MS HOPE POWEL ALEXANDER NATIONAL BOARD MEMBER 1.00 X 0 0 0 MS MARY JAQUELIN BENNETT NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS WILLIAM B BLAYLOCK NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS KATHERINE CAMMACK NATIONAL BOARD MEMBER 1.00 X 0 0 0 MISS RUTH HOWARD CLOUDMAN NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS JAMES RC COBB NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MARK ALAN COPES NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS WILLIAM MARSHALL COURTNEY JR NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MARTIN RICHARD DUNETZ NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS ROBERT FLETCHER GOLDSMITH SR NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS JOSEPH B HURST JR NATIONAL BOARD MEMBER 1.00 X 0 0 0 MS ROSALIE LANGE NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS EARNEST WADILL LARKIN III NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS HARRIS MATARAZZO NATIONAL BOARD MEMBER 1.00 X 0 0 0 TAMMIS A MCMILLAN NATIONAL BOARD MEMBER 1.00 X 0 0 0 MS ANNE CAMPBELL MERRIFIELD NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS HUGH A MERRILL NATIONAL BOARD MEMBER 1.00 X 0 0 0 BARBARA JOAN MEYER NATIONAL BOARD MEMBER 1.00 X 0 0 0 MISS JAYNE LOBDELL MIDDLETON NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS DENNIS THEODORE MILLER NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS DAVID THOMAS MOODY NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS NANCY DRAKE BULLARD REED NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS DAVID ALEXANDER ROBB NATIONAL BOARD MEMBER 1.00 X 0 0 0 MS ELIZABETH BREWSTAR ROBINSON NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS DONALD FRANK ROCHFORD NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS ROBERT G ROGERS JR NATIONAL BOARD MEMBER 1.00 X 0 0 0 MS GAIL SOLLID NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS JOHN M TURNER JR NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS CURTIS UHRE NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS GENE MASON WHITE NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MARK ADAMS WHITEHEAD NATIONAL BOARD MEMBER 1.00 X 0 0 0 KAREN DALY EXEC DIR DUMBARTON HOUSE 40.00 X 144846 0 79 144846 0 79 1 0 0 0 MID ATLANTIC POWER SPECIALISTS INC 114 OAKGROVE RD 103 STERLING VA 20166 REPLACEMENT AND REFURBISHMENT OF WINDOWS 104540 1 209886 1777945 1987831 MEMBERSHIP DUES 900099 603907 603907 SPECIAL PROJECT INCOME 900099 126347 126347 MEETINGS REVENUE 900099 5 5 730259 167993 167993 61769 97683 -35914 -35914 -35914 1971499 2126623 -155124 -155124 -155124 12772 5270 7502 7502 MISCELLANEOUS 900099 714 714 714 2703261 702561 0 12869 X 655304 655304 54721 54721 144925 98243 31985 14697 654305 443544 144408 66353 73956 50842 15837 7277 64493 43010 14720 6763 3381 2292 746 343 81735 55407 18039 8289 41127 41127 324184 219760 71549 32875 61325 41571 13535 6219 71485 48459 15777 7249 75853 51420 16741 7692 37235 25241 8218 3776 77891 52889 17131 7871 78901 53486 17414 8001 241791 205107 36684 26407 17901 5828 2678 DUES AND SUBSCRIPTIONS 10232 6936 2258 1038 TAXES AND LICENSES 6172 6172 OTHER EXPENSES 3667 2399 869 399 2789090 2175831 431739 181520 168358 686837 625212 554922 1286434 1157706 3636 3899 14959 14979 31007 30539 7379634 3714428 3674123 3665206 7979211 8697599 13782940 14811687 182500 90553 291432 473712 473932 564265 X 9879774 10886629 3429234 3360793 13309008 14247422 13782940 14811687 X -85829 1024278 -35 X X 0 1 X 1 0 X 1511533 1501812 1873228 1788853 1987831 8663257 779170 901276 857738 940814 743031 4222029 2290703 2403088 2730966 2729667 2730862 12885286 1082900 333200 335600 346400 171000 2269100 0 1082900 333200 335600 346400 171000 2269100 10616186 351462 337590 370818 373150 229762 1662782 351462 337590 370818 373150 229762 1662782 7479 2286 20 3220 714 13719 2649644 2742964 3101804 3106037 2961338 14561787 0.72900 0.70000 0.11420 0.13320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 636845 677201 132430 4992 1441484 631928 5250 333 636845 572955 5515 58782 5324 631928 539200 2500 36288 5033 572955 515439 2500 30659 9398 539200 0.37000 0.57000 0.06000 0 0 210238 210238 6838265 3531641 3306624 78851 57214 21637 252280 125573 126707 3665206 X 3686412 1024278 1024278 2662134 41127 41127 2703261 2747998 0 2747998 41127 -35 41092 2789090 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, 2020, 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, 2020. PART XII, LINE 4B - OTHER ADJUSTMENTS: COLLECTION ACQUISITIONS -35. 1 FRIENDS OF SULGRAVE MANOR 510244162 501C3 631036 FMV CONTRIBUTION GUNSTON HALL REGENTS FUND 521284368 501C3 16100 FMV CONTRIBUTION AMERICAN INDIAN NURSE PROGRAM SCHOLARSHIP 22 32500 GRADUATE HISTORY AWARD SCHOLARSHIP 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. 0 0 0 PART I, LINE 33: NSCDA DID NOT REPORT ANY REVENUE BECAUSE ITEMS ARE CONSIDERED COLLECTIONS AND ARE THUS ARE NOT RECOGNIZED AS ASSETS 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 58,277. MANAGEMENT AND GENERAL EXPENSES 18,973. FUNDRAISING EXPENSES 8,718. TOTAL EXPENSES 85,968. FACILITIES AND GROUND MAINTENANCE: PROGRAM SERVICE EXPENSES 38,897. MANAGEMENT AND GENERAL EXPENSES 12,664. FUNDRAISING EXPENSES 5,819. TOTAL EXPENSES 57,380. CONSULTANTS: PROGRAM SERVICE EXPENSES 122,586. MANAGEMENT AND GENERAL EXPENSES 39,912. FUNDRAISING EXPENSES 18,338. TOTAL EXPENSES 180,836. FORM 990, PART XI, LINE 9: COLLECTION ACQUISITIONS -35. 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.