DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST (EIN 52-1521276)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-11
- IRS object ID
- 202142239349300804
- Schema version
- 2020v4.1
- 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 | 2021-08-11T06:59:23-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 WALNUT STREET SUITE 3000 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521521276 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISABLED AMERICAN VETERANS (DAV) CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | SERVICE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRIDGETTE G SORRELL | InCareOfNm |
| Business Name Control | DISA | BusinessNameControlTxt |
| Phone | 8594417300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 DOLWICK DRIVE | AddressLine1Txt |
| City | ERLANGER | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID L TANNENBAUM | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 8594417300 | PhoneNum |
| Signature | 2021-05-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | TANNENBAUM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aaron Hershberger | PreparerPersonNm |
| PTIN | P00961884 | PTIN |
| Phone | 5136218300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | RICHARD E MARBES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 DOLWICK DRIVE | AddressLine1Txt |
| City | ERLANGER | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,946,020 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | CST.DAV.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | EMPOWERING VETERANS TO LEAD HIGH-QUALITY LIVES WITH RESPECT AND DIGNITY. SEE PART III. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $10,540,326 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,110,451 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,010,103 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,084,943 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $11,550,429 | PYTotalRevenueAmt |
| CY Total Revenue | $11,195,394 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,758,750 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,198,417 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $131,547 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $510,627 | PYOtherExpensesAmt |
| CY Other Expenses | $421,116 | CYOtherExpensesAmt |
| PY Total Expenses | $9,269,377 | PYTotalExpensesAmt |
| CY Total Expenses | $7,619,533 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,281,052 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,575,861 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,250,220 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,402,343 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,117,401 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,819,143 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,132,819 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,583,200 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE DISABLED AMERICAN VETERANS (DAV) CHARITABLE SERVICE TRUST IS DEDICATED TO ONE, SINGLE PURPOSE: EMPOWERING VETERANS TO LEAD HIGH-QUALITY LIVES WITH RESPECT AND DIGNITY. (CONTINUED ON SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $7,198,417 | ExpenseAmt |
| Grant | $7,198,417 | GrantAmt |
| Desc | GRANTS AND ALLOCATIONS TO CHARITABLE PROGRAMS. SEE SCHEDULE I LISTING SUPPORT PROVIDED TO PROGRAMS ASSISTING SICK AND INJURED VETERANS AND THEIR FAMILIES AND SCHEDULE O DESCRIBING THE NEED FOR THESE PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $111,775 | ExpenseAmt |
| Desc | GRANT PROCESSING AND MISCELLANEOUS SERVICE EXPENDITURES. SEE SCHEDULE I LISTING SUPPORT PROVIDED TO PROGRAMS ASSISTING SICK AND INJURED VETERANS AND THEIR FAMILIES AND SCHEDULE O DESCRIBING THE NEED FOR THESE PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,310,192 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | 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 |
| 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 | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | 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 | 4 | 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | 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 | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIDGETTE G SORRELL | PersonNm |
| Phone | 8594417300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 DOLWICK DRIVE | AddressLine1Txt |
| City | ERLANGER | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| DANNY OLIVER | |||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID L TANNENBAUM | |||||||
| SECRETARY/TREASURER | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DENICE T WILLIAMS | |||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| J MARC BURGESS | |||||||
| VICE PRESIDENT | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JO ANN M MARTINEZ | |||||||
| DIRECTOR (1/2020 - 11/2020) | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RICHARD E MARBES | |||||||
| PRESIDENT | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEPHEN E WHITEHEAD | |||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| 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 |
| Federated Campaigns | $1,140,707 | FederatedCampaignsAmt |
| All Other Contributions | $8,969,744 | AllOtherContributionsAmt |
| Noncash Contributions | $74,509 | NoncashContributionsAmt |
| Total Contributions | $10,110,451 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $702,544 | TotalRevenueColumnAmt |
| Exclusion | $702,544 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,133,025 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,750,626 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $382,399 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $382,399 | TotalRevenueColumnAmt |
| Exclusion | $382,399 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,195,394 | TotalRevenueColumnAmt |
| Exclusion | $1,084,943 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,198,417 | TotalAmt |
| Program Services | $7,198,417 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,840 | TotalAmt |
| Fundraising | $6,840 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,700 | TotalAmt |
| Program Services | $17,350 | ProgramServicesAmt |
| Management And General | $17,350 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,288 | TotalAmt |
| Management And General | $81,288 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,199 | TotalAmt |
| Management And General | $22,001 | ManagementAndGeneralAmt |
| Fundraising | $103,198 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,259 | TotalAmt |
| Program Services | $12,194 | ProgramServicesAmt |
| Management And General | $813 | ManagementAndGeneralAmt |
| Fundraising | $3,252 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,047 | TotalAmt |
| Program Services | $3,755 | ProgramServicesAmt |
| Management And General | $42,520 | ManagementAndGeneralAmt |
| Fundraising | $5,772 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,645 | TotalAmt |
| Program Services | $4,306 | ProgramServicesAmt |
| Management And General | $8,339 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,725 | TotalAmt |
| Program Services | $1,725 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,766 | TotalAmt |
| Program Services | $1,883 | ProgramServicesAmt |
| Management And General | $1,883 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GRANT PROPOSAL PROCESSING | $70,562 | $70,562 | ||
| REGISTRATION FEES | $16,085 | $3,600 | $12,485 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,619,533 | TotalAmt |
| Program Services | $7,310,192 | ProgramServicesAmt |
| Management And General | $177,794 | ManagementAndGeneralAmt |
| Fundraising | $131,547 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,350,564 | BOYAmt |
| EOY | $7,321,261 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,889 | BOYAmt |
| EOY | $77,965 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,264 | BOYAmt |
| EOY | $105,849 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,752 | BOYAmt |
| EOY | $678 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,955 | BOYAmt |
| EOY | $12,040 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $42,282 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,036 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,312 | BOYAmt |
| EOY | $36,246 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,437,590 | BOYAmt |
| EOY | $36,784,982 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,894 | BOYAmt |
| EOY | $63,322 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,250,220 | BOYAmt |
| EOY | $44,402,343 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $471,536 | BOYAmt |
| EOY | $320,601 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,645,865 | BOYAmt |
| EOY | $4,498,542 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,117,401 | BOYAmt |
| EOY | $4,819,143 | 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 | $34,132,819 | BOYAmt |
| EOY | $39,522,200 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $61,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,132,819 | BOYAmt |
| EOY | $39,583,200 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,250,220 | BOYAmt |
| EOY | $44,402,343 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,575,861 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,505,507 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$630,987 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,377,507 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,426,034 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,093,585 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,540,326 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,110,451 | CurrentTaxYearAmt |
| Total | $50,547,903 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,377,507 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,426,034 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,093,585 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,540,326 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,110,451 | CurrentTaxYearAmt |
| Total | $50,547,903 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,340,632 | SubstantialContributorsTotAmt |
| Public Support Total170 | $49,207,271 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $462,136 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $626,263 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $871,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $800,663 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $702,544 | CurrentTaxYearAmt |
| Total | $3,463,521 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $54,011,424 | TotalSupportAmt |
| Public Support CY170 | 0.91105 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90305 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,619,533 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,619,533 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $530,977 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $132,744 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $505,179 | CurrentYearMinus3Amt |
| Current Year Minus2 | $603,106 | CurrentYearMinus2Amt |
| Current Year Minus1 | $613,469 | CurrentYearMinus1Amt |
| Current Year | $530,977 | CurrentYearAmt |
| Total | $2,252,731 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,379,097 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $126,295 | CurrentYearMinus3Amt |
| Current Year Minus2 | $150,777 | CurrentYearMinus2Amt |
| Current Year Minus1 | $153,367 | CurrentYearMinus1Amt |
| Current Year | $132,744 | CurrentYearAmt |
| Total | $563,183 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $844,775 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,282 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,036 | DepreciationAmt |
| Book Value | $36,246 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $36,246 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY PAYMENT LIABILITY | Desc |
| Amt | $4,498,542 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,498,542 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $12,988,626 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,505,507 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$630,987 | OtherRevenueAmt |
| Revenue Not Reported | $1,874,520 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,114,106 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $81,288 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $81,288 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,195,394 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,538,245 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $7,538,245 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $81,288 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $81,288 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,619,533 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XI, LINE 2D | FormAndLineReferenceDesc |
| Explanation | OTHER ADJUSTMENTS Uncollectible Pledges $ (461,006) Difference in Accounting for Charitable Gift Annuities $ (3,572) CGA Valuation Adjustment $ (166,409) Total $ (630,987) | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (80 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| A Sanctuary for Military Families Inc | |||||||
| 5440 CR 41 PO BOX 1563 | Granby | CO | 80446 | 261410596 | 501(c)(3) | $10,000 | Health |
| Achilles International | |||||||
| 315 West 39th St | New York | NY | 10018 | 133318293 | 501(c)(3) | $25,000 | Rehabilitation/ Therapeutic |
| Adaptive Adventures | |||||||
| 1315 Nelson St UNIT 1 | Lakewood | CO | 80215 | 841512653 | 501(c)(3) | $85,850 | Rehabilitation/ Therapeutic |
| Adaptive Sports Program New Mexico Inc | |||||||
| PO Box 5676 | Santa Fe | NM | 87502 | 850403958 | 501(c)(3) | $15,000 | Rehabilitation/ Therapeutic |
| American Humane | |||||||
| 1400 16th St NW | Washington | DC | 20036 | 840432950 | 501(c)(3) | $45,000 | Rehabilitation/ Therapeutic |
| Applied Behavioral Rehab Institute | |||||||
| 655 Park Ave | Bridgeport | CT | 06604 | 061520511 | 501(c)(3) | $20,000 | Homeless/Indigent/ Crisis Intervention |
| Assistance Dogs of the West | |||||||
| 1590 San Mateo Ln | Santa Fe | NM | 87505 | 850431646 | 501(c)(3) | $25,000 | Rehabilitation/ Therapeutic |
| Audio Information Network of Colorado | |||||||
| 1700 55th St STE A | Boulder | CO | 80301 | 841147123 | 501(c)(3) | $13,400 | Rehabilitation/ Therapeutic |
| Barron Heights Community Develop Corp | |||||||
| 1385 Lamar Ave | Memphis | TN | 38104 | 621599468 | 501(c)(3) | $10,000 | Homeless/Indigent/ Crisis Intervention |
| Blue Skies Good GuysGals Warrior Fnd | |||||||
| 1711 Run Way | Middletown | OH | 45042 | 474583313 | 501(c)(3) | $25,000 | Rehabilitation/ Therapeutic |
| Break the Barriers Inc | |||||||
| 8555 N Cedar Ave | Fresno | CA | 93720 | 770106437 | 501(c)(3) | $10,000 | Rehabilitation/ Therapeutic |
| Canines for Service Inc | |||||||
| 221 Old Dairy Rd | Wilmington | NC | 28405 | 562118747 | 501(c)(3) | $20,000 | Rehabilitation/ Therapeutic |
| CASA | |||||||
| 624 W Jones St | Raleigh | NC | 27603 | 561778714 | 501(c)(3) | $65,100 | Homeless/Indigent/ Crisis Intervention |
| Central Union Mission | |||||||
| 65 Massachusetts Ave | Washington | DC | 20001 | 530218650 | 501(c)(3) | $30,000 | Homeless/Indigent/ Crisis Intervention |
| Community Hope Inc | |||||||
| 959 Rt 46 East | Parsippany | NJ | 07054 | 222647038 | 501(c)(3) | $40,000 | Homeless/Indigent/ Crisis Intervention |
| Community Legal Aid Services Inc | |||||||
| 50 S Main St STE 800 | Akron | OH | 44308 | 340753560 | 501(c)(3) | $20,000 | Legal |
| Community Rowing Inc | |||||||
| 20 Nonantum Rd | Brighton | MA | 02135 | 042863756 | 501(c)(3) | $10,000 | Rehabilitation/ Therapeutic |
| Continuum of Care Inc | |||||||
| 109 Legion Ave | New Haven | CT | 06519 | 060836524 | 501(c)(3) | $10,000 | Health |
| Disabled American Veterans | |||||||
| 3725 Alexandria Pike | Cold Spring | KY | 41076 | 310263158 | 501(c)(4) | $117,407 | Homeless/Indigent/ Crisis Intervention |
| Disabled American Veterans | |||||||
| 3725 Alexandria Pike | Cold Spring | KY | 41076 | 310263158 | 501(c)(4) | $239,000 | Rehabilitation/ Therapeutic |
| Disabled American Veterans | |||||||
| 3725 Alexandria Pike | Cold Spring | KY | 41076 | 310263158 | 501(c)(4) | $200,000 | Transportation |
| Disabled American Veterans | |||||||
| 3725 Alexandria Pike | Cold Spring | KY | 41076 | 310263158 | 501(c)(4) | $1,667,225 | Employment Assistance |
| Disabled American Veterans | |||||||
| 3725 Alexandria Pike | Cold Spring | KY | 41076 | 310263158 | 501(c)(4) | $115,000 | Advocacy/Awareness |
| Disabled American Veterans | |||||||
| 3725 Alexandria Pike | Cold Spring | KY | 41076 | 310263158 | 501(c)(4) | $99,500 | Counseling & Claims/ Filing Assistance |
| DAV National Service Fnd | |||||||
| 3725 Alexandria Pike | Cold Spring | KY | 41076 | 521516071 | 501(c)(4) | $635,000 | Transportation |
| Disabled Sports USA | |||||||
| 451 Hungerford Dr | Rockville | MD | 20850 | 946174016 | 501(c)(3) | $15,000 | Rehabilitation/ Therapeutic |
| Five Star Veterans Center Inc | |||||||
| 40 Acme St | Jacksonville | FL | 32211 | 453545974 | 501(c)(3) | $20,000 | Homeless/Indigent/ Crisis Intervention |
| Flagstaff Shelter Services Inc | |||||||
| 4185 E Huntington Dr | Flagstaff | AZ | 86004 | 204921369 | 501(c)(3) | $10,000 | Homeless/Indigent/ Crisis Intervention |
| Food & Friends Inc | |||||||
| 219 Riggs Rd NE | Washington | DC | 20011 | 521648941 | 501(c)(3) | $25,000 | Health |
| Food Bank of South Jersey | |||||||
| 1501 John Tipton Bvld | Pennsauken | NJ | 08110 | 222623089 | 501(c)(3) | $15,000 | Health |
| ForcesUnited Inc | |||||||
| 701 Greene St STE 104 | Augusta | GA | 30903 | 261176267 | 501(c)(3) | $10,000 | Health |
| Gary Sinise Foundation | |||||||
| 21700 Oxnard St | Woodland Hills | CA | 91367 | 800587086 | 501(c)(3) | $500,000 | Rehabilitation/ Therapeutic |
| Guitars for Vets | |||||||
| 6501 3rd Ave | Kenosha | WI | 53143 | 510662347 | 501(c)(3) | $15,000 | Rehabilitation/ Therapeutic |
| Heavenly Hoofs Inc | |||||||
| 4651 Rummell Rd | Saint Cloud | FL | 34771 | 134205662 | 501(c)(3) | $24,300 | Rehabilitation/ Therapeutic |
| Higher Ground Sun Valley Inc | |||||||
| 160 W 7th St PO BOX 6791 | Ketchum | ID | 83340 | 820512146 | 501(c)(3) | $30,000 | Rehabilitation/ Therapeutic |
| Hope for the Warriors | |||||||
| 8003 Forbes Pl | Springfield | VA | 22151 | 205182295 | 501(c)(3) | $15,000 | Transportation |
| Housing Crisis Center | |||||||
| 4210 Junius St | Dallas | TX | 75246 | 751633304 | 501(c)(3) | $15,000 | Homeless/Indigent/ Crisis Intervention |
| Injured Marine Semper Fi Fund | |||||||
| 825 College Bvld | Oceanside | CA | 92057 | 260086305 | 501(c)(3) | $25,000 | Employment |
| Intrepid Fallen Heroes Fund | |||||||
| W 46 St 12th Ave | New York | NY | 10036 | 200366717 | 501(c)(3) | $500,000 | Rehabilitation/ Therapeutic |
| Island Dolphin Care Inc | |||||||
| 150 Lorelane Pl | Key Largo | FL | 33037 | 650728047 | 501(c)(3) | $20,000 | Rehabilitation/ Therapeutic |
| Legal Aid of Southeastern Pennsylvania | |||||||
| 625 Swede St | Norristown | PA | 19401 | 231901014 | 501(c)(3) | $25,000 | Legal |
| LifeCare Alliance | |||||||
| 1699 West Mound St | Columbus | OH | 43223 | 314379494 | 501(c)(3) | $45,000 | Health |
| Lockwood Animal Rescue Center | |||||||
| PO Box 1510 | Frazier Park | CA | 93225 | 813020602 | 501(c)(3) | $40,000 | Employment |
| Lutheran Family Services of Nebraska | |||||||
| 124 South 24th St STE 230 | Omaha | NE | 68102 | 237267972 | 501(c)(3) | $7,500 | Health |
| Mental Health America of Greater Houston | |||||||
| 2211 Norfolk STE 810 | Houston | TX | 77098 | 741272394 | 501(c)(3) | $15,000 | Health |
| Mercy Housing Lakefront | |||||||
| 120 S LaSalle St | Chicago | IL | 60603 | 363453183 | 501(c)(3) | $10,000 | Homeless/Indigent/ Crisis Intervention |
| Mountain Resource Center Inc | |||||||
| 11030 Kitty Dr | Conifer | CO | 80433 | 841178699 | 501(c)(3) | $50,000 | Homeless/Indigent/ Crisis Intervention |
| Music Conservatory of Westchester | |||||||
| 216 Central Ave | White Plains | NY | 10606 | 136007082 | 501(c)(3) | $20,000 | Rehabilitation/ Therapeutic |
| NEADS Inc | |||||||
| 305 Redemption Rock Tr | Princeton | MA | 01541 | 237281887 | 501(c)(3) | $30,000 | Rehabilitation/ Therapeutic |
| New Hampshire Catholic Charities Inc | |||||||
| 100 William Loeb Dr | Manchester | NH | 03109 | 020222163 | 501(c)(3) | $25,000 | Homeless/Indigent/ Crisis Intervention |
| New York Legal Assistance Group | |||||||
| 7 Hanover Square | New York | NY | 10004 | 133505428 | 501(c)(3) | $100,000 | Legal |
| NewView Oklahoma | |||||||
| 501 N Douglas Ave | Oklahoma City | OK | 73106 | 730592386 | 501(c)(3) | $40,000 | Health |
| One80 Place | |||||||
| PO Box 20038 | Charleston | SC | 29413 | 570789483 | 501(c)(3) | $15,000 | Homeless/Indigent/ Crisis Intervention |
| Operation Homefront Inc | |||||||
| 1355 Central Parkway | San Antonio | TX | 78232 | 320033325 | 501(c)(3) | $25,000 | Homeless/Indigent/ Crisis Intervention |
| Our Military Kids Inc | |||||||
| 6861 Elm St STE 2A | McLean | VA | 22101 | 562483648 | 501(c)(3) | $100,000 | Rehabilitation/ Therapeutic |
| Outward Bound Inc | |||||||
| 119 W 24th St 4TH FLOOR | New York | NY | 10011 | 042375956 | 501(c)(3) | $15,000 | Rehabilitation/ Therapeutic |
| Patient AirLift Services (PALS) | |||||||
| 7110 Republic Airport | Farmingdale | NY | 11735 | 272370028 | 501(c)(3) | $10,000 | Transportation |
| Pentagon Federal Credit Union Foundation | |||||||
| 2930 Eisenhower Ave | Alexandria | VA | 22314 | 542062271 | 501(c)(3) | $400,000 | Homeless/Indigent/ Crisis Intervention |
| Quality of Life Foundation Inc | |||||||
| 2750 Killarney Dr | Woodbridge | VA | 22192 | 261820245 | 501(c)(3) | $100,000 | Rehabilitation/ Therapeutic |
| REBOOT Alliance | |||||||
| PO Box 381 | Pleasant View | TN | 37146 | 453305357 | 501(c)(3) | $10,000 | Rehabilitation/ Therapeutic |
| Rebuilding Together DC Alexandria | |||||||
| 700 Princess St | Alexandria | VA | 22314 | 541389286 | 501(c)(3) | $10,000 | Rehabilitation/ Therapeutic |
| Rush University Medical Center | |||||||
| 1653 W Congress Parkway | Chicago | IL | 60612 | 362174823 | 501(c)(3) | $35,000 | Health |
| Stack Up | |||||||
| 14913 W Navarre Way 1 | Sylmar | CA | 91342 | 475424265 | 501(c)(3) | $25,000 | Health |
| ALS Assoc Oregon & SW WA Chapter | |||||||
| 700 NE Multnomah St | Portland | OR | 97232 | 680516066 | 501(c)(3) | $10,000 | Health |
| The PTSD Foundation of America | |||||||
| 9724 Derrington Dr | Houston | TX | 77064 | 203864341 | 501(c)(3) | $15,000 | Health |
| The Thresholds | |||||||
| 4101 North Ravenswood Ave | Chicago | IL | 60613 | 362518901 | 501(c)(3) | $15,000 | Homeless/Indigent/ Crisis Intervention |
| University of Cincinnati Foundation | |||||||
| PO Box 19970 | Cincinnati | OH | 45219 | 310896555 | 501(c)(3) | $20,000 | Educational |
| USA Cares Inc | |||||||
| 11760 Commonwealth Dr | Louisville | KY | 40299 | 050588761 | 501(c)(3) | $60,000 | Health |
| USA Warriors Ice Hockey Program | |||||||
| 13424 Query Mill Rd | North Potomac | MD | 20878 | 263110186 | 501(c)(3) | $30,000 | Rehabilitation/ Therapeutic |
| Veterans Alternative Inc | |||||||
| 1750 Arcadia Rd | Holiday | FL | 34690 | 472601144 | 501(c)(3) | $15,000 | Rehabilitation/ Therapeutic |
| Veterans Education Success | |||||||
| 1250 H St NW | Washington | DC | 20005 | 462070196 | 501(c)(3) | $30,000 | Legal |
| Vietnam Veterans Workshop Inc | |||||||
| 17 Court St | Boston | MA | 02108 | 043007211 | 501(c)(3) | $10,000 | Homeless/Indigent/ Crisis Intervention |
| Warrior Canine Connection Inc | |||||||
| 14934 Schaeffer Rd | Boyds | MD | 20841 | 452981579 | 501(c)(3) | $150,000 | Rehabilitation/ Therapeutic |
| Warrior Meditation Foundation | |||||||
| PO Box 694 | New Albany | OH | 43054 | 455571507 | 501(c)(3) | $1,000,000 | Health |
| Wasatch Adaptive Sports Inc | |||||||
| 9385 S Snowbird Center | Snowbird | UT | 84092 | 942864171 | 501(c)(3) | $10,000 | Rehabilitation/ Therapeutic |
| Wildwood Hill Inc | |||||||
| 2552 Union Ln | St Charles | IA | 50240 | 421517411 | 501(c)(3) | $10,000 | Rehabilitation/ Therapeutic |
| Wilmington Area Rebuilding Ministry | |||||||
| 5058 Wrightsville Ave | Wilmington | NC | 28403 | 562076795 | 501(c)(3) | $25,000 | Rehabilitation/ Therapeutic |
| Working Wardrobes for a New Start | |||||||
| 1851 Kettering St | Irvine | CA | 92614 | 330669145 | 501(c)(3) | $20,000 | Employment |
| Workshops for Warriors | |||||||
| 2970 Main St | San Diego | CA | 92113 | 261721255 | 501(c)(3) | $20,000 | Employment |
| Yellow Ribbon Fund Inc | |||||||
| PO Box 41048 | Bethesda | MD | 20824 | 364567583 | 501(c)(3) | $30,000 | Health |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 73 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANT RECIPIENTS ARE REQUIRED TO EXECUTE A GRANT AGREEMENT, WHICH OUTLINES THE TERMS AND CONDITIONS OF THE GRANT, INCLUDING BUT NOT LIMITED TO THE FOLLOWING PROVISIONS: (1) PURPOSE FOR WHICH FUNDING IS AWARDED; (2) THE FUNDS CANNOT BE RE-GRANTED WITHOUT THE EXPRESS PERMISSION OF THE TRUST AND IN NO CASE TO ORGANIZATIONS OR FOR PROJECTS OUTSIDE THE UNITED STATES; (3) THE GRANTEE AGREES TO PROVIDE WRITTEN EXPENDITURE REPORTS OUTLINING FULFILLMENT OF THE PROGRAM GOALS; (4) THE GRANTEE CERTIFIES THAT IT IS NOT ON ANY FEDERAL TERRORISM WATCH LISTS AND DOES NOT, WILL NOT AND HAS NOT KNOWINGLY PROVIDED FINANCIAL, TECHNICAL IN-KIND OR OTHER MATERIAL SUPPORT OR RESOURCES TO ANY INDIVIDUAL OR ENTITY THAT IS A TERRORIST OR TERRORIST ORGANIZATION, OR THAT SUPPORTS OR FUNDS TERRORISM; AND (5) THE GRANTEE ACCEPTS AND WILL DISCHARGE FULL CONTROL OF THE GRANT FUNDS AND DISPOSITION OF SAME. THE RECIPIENT IS REQUIRED TO PROVIDE PERFORMANCE/EXPENDITURE REPORTS AT NO LESS THAN 6-MONTH INTERVALS UNTIL THE GRANT FUNDS ARE EXPENDED IN THEIR ENTIRETY. THE PERFORMANCE REPORTS ARE REVIEWED AND MONITORED TO ENSURE COMPLIANCE WITH THE PURPOSE OF THE GRANT AWARDED AND THE IMPACT ON AMERICA'S SICK AND INJURED VETERANS. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $74,509 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST / SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Column (b) | FormAndLineReferenceDesc |
| Explanation | The number reported on Schedule M, Part I, Column b is the number of contributions. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | ORGANIZATION'S MISSION (CONTINUED) TO CARRY OUT THIS RESPONSIBILITY, THE CHARITABLE SERVICE TRUST SUPPORTS PHYSICAL AND PSYCHOLOGICAL REHABILITATION PROGRAMS; ENHANCES RESEARCH AND MOBILITY FOR VETERANS WITH AMPUTATIONS AND SPINAL CORD INJURIES; BENEFITS AGING VETERANS; AIDS AND SHELTERS HOMELESS VETERANS; AND EVALUATES AND ADDRESSES THE NEEDS OF VETERANS WOUNDED IN RECENT WARS AND CONFLICTS AND THEIR CAREGIVERS. |
| FORM 990, PART III, LINE 4 | PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED) THE DISABLED AMERICAN VETERANS (DAV) Charitable Service Trust is dedicated to one single purpose: empowering veterans to lead high-quality lives with respect and dignity. In an effort to fulfill that purpose throughout the nation, the Trust awards grant funds to nonprofit organizations with programs or services that benefit service members of every era. The Trust generally supports initiatives that provide the following: -Food, shelter, and other necessary items; -Mobility items or assistance specific to individuals with blindness or vision loss; hearing loss; or amputations; -Qualified therapeutic or recreational activities; -Physical or psychological rehabilitation; -Education, training and career-readiness; and -Other forms of direct assistance as appropriate for short- or long-term relief for veterans, caregivers and/or their families. Though the specific needs of veterans from each era may vary, the Trust has supported veterans suffering from post-traumatic stress disorder, traumatic brain injuries, substance abuse ISSUES, amputations, spinal cord injuries, and other physical or mental afflictions. Grant funds have allowed for veterans to secure meaningful employment, healthcare, housing, food, education, camaraderie, and overall support for the many challenges that service members face upon returning from combat. Through financial assistance grants, the Trust enables organizations to sustain quality programming to millions of veterans and dependents each year. |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS OF THE REVIEW OF FORM 990 FOLLOWING COMPLETION OF FORM 990 BY THE TRUST'S TAX PREPARER, THE ADMINISTRATOR AND ACCOUNTANTS REVIEW THE RETURN. UPON ACCEPTANCE, THE ADMINISTRATOR EMAILS AN ELECTRONIC VERSION (OR MAILS A PAPER COPY FOR THOSE WITHOUT EMAIL) OF THE FINAL RETURN TO ALL OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND QUESTIONS. SUBSEQUENTLY THE RETURN IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ORGANIZATION'S PRACTICE FOR MONITORING COMPLIANCE THE CONFLICT OF INTEREST POLICY APPLIES TO ALL APPLICATIONS FOR FINANCIAL AID AND ASSISTANCE, ALL STAFFING MATTERS, AND ALL OTHER ACTIONS BY ANY OFFICER OR THE BOARD OF DIRECTORS OF THE TRUST AND APPLIES TO ALL ACTIVITIES IN WHICH THE TRUST IS CURRENTLY ENGAGED OR IN ANY WAY MAY BE ENGAGED AT ANY TIME IN THE FUTURE. THE POLICY PROVIDES THAT A CONFLICT OF INTEREST MAY EXIST WHEN THE INTERESTS OR CONCERNS OF ANY MEMBER OF THE BOARD OF DIRECTORS, AN OFFICER, ANY MEMBER OF THE STAFF SERVING THE TRUST, OR SAID PERSON'S IMMEDIATE FAMILY, OR ANY PARTY, GROUP OR ORGANIZATION TO WHICH SAID PERSON HAS ALLEGIANCE, MAY BE SEEN AS COMPETING WITH THE INTERESTS OR CONCERNS OF THE TRUST. WHEN A CONFLICT IS DISCLOSED AND IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF DIRECTORS, THE INTERESTED PARTY MUST CALL THE CONFLICT TO THE ATTENTION OF THE BOARD AND SHALL NOT VOTE ON THE MATTER. IN FACE-TO-FACE MEETINGS, ANY PERSON HAVING A CONFLICT WILL RETIRE FROM THE ROOM AND SHALL NOT PARTICIPATE IN FINAL DELIBERATIONS OR DECISIONS REGARDING THE MATTER UNDER CONSIDERATION. THE PERSON WILL PROVIDE THE BOARD OF DIRECTORS WITH ANY AND ALL RELEVANT INFORMATION. THE OFFICERS AND BOARD OF DIRECTORS REVIEW THE POLICY NO LESS THAN ANNUALLY TO DETERMINE NEED FOR REVISION. A COPY OF THE POLICY IS PROVIDED TO EACH OFFICER, MEMBER OF THE BOARD OF DIRECTORS AND EACH STAFF MEMBER SERVING THE TRUST OR WHO MAY BECOME ASSOCIATED WITH IT AT THE TIME OF THEIR ASSOCIATION. THE POLICY IS REVIEWED NO LESS THAN ANNUALLY FOR THE INFORMATION AND GUIDANCE OF ALL SUCH PERSONS. ANY NEW OFFICER, MEMBER OF THE BOARD OF DIRECTORS, AND NEW STAFF MEMBER IS ADVISED OF THE POLICY UPON UNDERTAKING THE DUTIES OF THEIR POSITION. EACH PERSON ANNUALLY SIGNS A STATEMENT AFFIRMING: RECEIPT OF A COPY OF THE POLICY; HIS/HER UNDERSTANDING OF THE POLICY; AGREEMENT TO COMPLY WITH THE POLICY; AND VERIFICATION THAT HE/SHE HAS DISCLOSED ANY POTENTIAL CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION REVIEW PROCESS IN ACCORDANCE WITH THE ORGANIZATION'S Bylaws, there is no compensation paid to Officers or Directors. In 2020, the Board of Directors reaffirmed its policy that authorizes a per diem be paid to Directors and Officers whose duties require their attendance at Board of Directors meetings or such other events where they serve as representatives of or travel on business for the Trust. The President does not receive compensation for services rendered in conjunction with his position and exercises supervision over the Trust's affairs in accordance with policies, decisions and mandates of the Board. As all of the members of the Board are volunteers, the Board has contracted with Disabled American Veterans (DAV) to utilize the services of a DAV employee to serve as the Administrator of the Trust. The Trust reimbursed the DAV $32,613.93 in 2020 for those services. The Administrator assists the President and other officers in the implementation of Board directives. She also ensures that the President and board members are kept fully abreast of even routine matters so that they may fully carry out their responsibilities. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AND ACCESSIBLE FROM THE TRUST'S WEBSITE CST.DAV.ORG. THE ANNUAL REPORT AND MOST RECENT FORM 990 ARE ALSO ACCESSIBLE FROM THE TRUST'S WEBSITE, CST.DAV.ORG, AND UPON REQUEST OR FOR PUBLIC INSPECTION AT THE TRUST'S ADMINISTRATIVE OFFICE, 860 DOLWICK DRIVE, ERLANGER, KY 41018. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS Uncollectible pledges $ (461,006) CGA adjustment calculation $ (3,572) CGA valuation adjustment $ (166,409) Total $ (630,987) |