DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST (EIN 52-1521276)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201843189349305774
- Schema version
- 2017v2.3
- 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 | 2018-11-14T12:47:06-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 3725 ALEXANDRIA PIKE | AddressLine1Txt |
| City | COLD SPRING | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 410761712 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID L TANNENBAUM | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 8594417300 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aaron Hershberger | PreparerPersonNm |
| PTIN | P00961884 | PTIN |
| Phone | 5136218300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 31025420183185000031 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B985028A542B2775CCE13DD3ACBBCA85F654F7D0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 95F02E44193A7EB980C89D6EE4057E2120311306 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD E MARBES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3725 ALEXANDRIA PIKE | AddressLine1Txt |
| City | COLD SPRING | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 410761712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,975,198 | 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 | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $8,377,507 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,426,034 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $471,434 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,135,255 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,848,941 | PYTotalRevenueAmt |
| CY Total Revenue | $10,561,289 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,500,264 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,618,811 | 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 | $118,705 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $472,482 | PYOtherExpensesAmt |
| CY Other Expenses | $484,769 | CYOtherExpensesAmt |
| PY Total Expenses | $5,972,746 | PYTotalExpensesAmt |
| CY Total Expenses | $7,103,580 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,876,195 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,457,709 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,301,306 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,175,864 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,012,049 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,852,752 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,289,257 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,323,112 | 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 | $6,618,811 | ExpenseAmt |
| Grant | $6,618,811 | 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 | $104,162 | 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 | $6,722,973 | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 |
| 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 | CT | 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 | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | 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 | 3725 ALEXANDRIA PIKE | AddressLine1Txt |
| City | COLD SPRING | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 410761712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| RICHARD E MARBES | |||||||
| PRESIDENT | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| J MARC BURGESS | |||||||
| VICE PRESIDENT | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID L TANNENBAUM | |||||||
| SECRETARY / TREASURER | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DANNY OLIVER | |||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DENICE T WILLIAMS | |||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID W RILEY | |||||||
| DIRECTOR (1/17-7/17) | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DELPHINE METCALF-FOSTER | |||||||
| DIRECTOR (7/17-12/17) | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| NANCY G ESPINOSA | |||||||
| 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 | $1,697,320 | FederatedCampaignsAmt |
| All Other Contributions | $7,728,714 | AllOtherContributionsAmt |
| Noncash Contributions | $62,562 | NoncashContributionsAmt |
| Total Contributions | $9,426,034 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $626,263 | TotalRevenueColumnAmt |
| Exclusion | $626,263 | 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 | $9,922,901 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,413,909 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $508,992 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $508,992 | TotalRevenueColumnAmt |
| Exclusion | $508,992 | 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 | $10,561,289 | TotalRevenueColumnAmt |
| Exclusion | $1,135,255 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,618,811 | TotalAmt |
| Program Services | $6,618,811 | 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 | $32,855 | TotalAmt |
| Program Services | $16,428 | ProgramServicesAmt |
| Management And General | $16,427 | 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 | $68,798 | TotalAmt |
| Management And General | $68,798 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,241 | TotalAmt |
| Management And General | $109,085 | ManagementAndGeneralAmt |
| Fundraising | $102,156 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,206 | TotalAmt |
| Program Services | $14,405 | ProgramServicesAmt |
| Management And General | $960 | ManagementAndGeneralAmt |
| Fundraising | $3,841 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,517 | TotalAmt |
| Program Services | $4,207 | ProgramServicesAmt |
| Management And General | $43,214 | ManagementAndGeneralAmt |
| Fundraising | $96 | 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 | $24,037 | TotalAmt |
| Program Services | $2,594 | ProgramServicesAmt |
| Management And General | $21,443 | 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 | $862 | TotalAmt |
| Program Services | $862 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,920 | TotalAmt |
| Program Services | $1,960 | ProgramServicesAmt |
| Management And General | $1,960 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Grant proposal processing | $63,706 | $63,706 | ||
| Registration fees | $5,787 | $15 | $5,772 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,103,580 | TotalAmt |
| Program Services | $6,722,973 | ProgramServicesAmt |
| Management And General | $261,902 | ManagementAndGeneralAmt |
| Fundraising | $118,705 | 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 | $3,678,468 | BOYAmt |
| EOY | $5,459,989 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,668 | BOYAmt |
| EOY | $120,869 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,913 | BOYAmt |
| EOY | $261,432 | 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 | $3,739 | BOYAmt |
| EOY | $3,101 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,810 | BOYAmt |
| EOY | $4,700 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,624 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $862 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $7,762 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,969,290 | BOYAmt |
| EOY | $26,266,208 | 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 | $59,418 | BOYAmt |
| EOY | $51,803 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,301,306 | BOYAmt |
| EOY | $32,175,864 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $499,176 | BOYAmt |
| EOY | $489,673 | 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 | $4,512,873 | BOYAmt |
| EOY | $4,363,079 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,012,049 | BOYAmt |
| EOY | $4,852,752 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,289,257 | BOYAmt |
| EOY | $27,323,112 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,289,257 | BOYAmt |
| EOY | $27,323,112 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,301,306 | BOYAmt |
| EOY | $32,175,864 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,457,709 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $1,576,146 | 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 | $9,541,027 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,589,336 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,052,349 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,377,507 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,426,034 | CurrentTaxYearAmt |
| Total | $39,986,253 | 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 | $9,541,027 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,589,336 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,052,349 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,377,507 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,426,034 | CurrentTaxYearAmt |
| Total | $39,986,253 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,909,276 | SubstantialContributorsTotAmt |
| Public Support Total170 | $36,076,977 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $322,445 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $377,032 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $450,236 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $462,136 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $626,263 | CurrentTaxYearAmt |
| Total | $2,238,112 | 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 | $42,224,365 | TotalSupportAmt |
| Public Support CY170 | 0.85441 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
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 | $7,103,580 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,103,580 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $505,179 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $126,295 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $485,873 | CurrentYearMinus3Amt |
| Current Year Minus2 | $481,465 | CurrentYearMinus2Amt |
| Current Year Minus1 | $448,637 | CurrentYearMinus1Amt |
| Current Year | $505,179 | CurrentYearAmt |
| Total | $1,921,154 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,881,731 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $121,468 | CurrentYearMinus3Amt |
| Current Year Minus2 | $120,366 | CurrentYearMinus2Amt |
| Current Year Minus1 | $112,159 | CurrentYearMinus1Amt |
| Current Year | $126,295 | CurrentYearAmt |
| Total | $480,288 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $720,432 | 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 | $8,624 | OtherCostOrOtherBasisAmt |
| Depreciation | $862 | DepreciationAmt |
| Book Value | $7,762 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,762 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Annuity payment liability | Desc |
| Amt | $4,363,079 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,363,079 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,966,250 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | -$526,241 | OtherRevenueAmt |
| Revenue Not Reported | -$526,241 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,492,491 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $68,798 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $68,798 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,561,289 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,034,782 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $7,034,782 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $68,798 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $68,798 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,103,580 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XI, LINE 2D - OTHER ADJUSTMENTS | FormAndLineReferenceDesc |
| Explanation | Uncollectible Pledges $(518,981) Difference in Accounting for Charitable Gift Annuities $(7,260) Total $(526,241) | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (77 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 | |||||||
| PO Box 1563 | Granby | CO | 80446 | 261410596 | 501(c)(3) | $10,000 | Homeless/Indigent/ Crisis Intervention |
| Achilles International | |||||||
| 42 W 38th St Ste 400 | New York | NY | 10018 | 133318293 | 501(c)(3) | $35,000 | Rehabilitation/ Therapeutic |
| Adaptive Adventures | |||||||
| 1315 Nelson St Unit 1 | Lakewood | CO | 80215 | 841512653 | 501(c)(3) | $100,000 | Rehabilitation/ Therapeutic |
| Adaptive Sports Program New Mexico Inc | |||||||
| PO Box 5676 | Santa Fe | NM | 875025676 | 850403958 | 501(c)(3) | $18,000 | Rehabilitation/ Therapeutic |
| Applied Behavioral Rehabilitation Institute | |||||||
| 655 Park Avenue | Bridgeport | CT | 06604 | 061520511 | 501(c)(3) | $30,000 | Homeless/Indigent/ Crisis Intervention |
| Artstream Inc | |||||||
| 8401 Connecticut Ave | Chevy Chase | MD | 20815 | 371516235 | 501(c)(3) | $15,000 | Rehabilitation/ Therapeutic |
| Audio Information Network of Colorado | |||||||
| 1700 55th Street Suite A | Boulder | CO | 80301 | 841147123 | 501(c)(3) | $12,500 | Rehabilitation/ Therapeutic |
| Boulder Crest Retreat Foundation | |||||||
| 18370 Bluemont Vlg Ln | Bluemont | VA | 20135 | 273228310 | 501(c)(3) | $124,000 | Rehabilitation/ Therapeutic |
| Brooklyn Defender Services | |||||||
| 177 Livingston Street | Brooklyn | NY | 11201 | 113305406 | 501(c)(3) | $30,650 | Legal |
| California Aquatic Therapy & Wellness Cntr | |||||||
| 6801 Long Beach Blvd | Long Beach | CA | 90805 | 952382016 | 501(c)(3) | $15,000 | Rehabilitation/ Therapeutic |
| Canines for Service Inc | |||||||
| 221 Old Dairy Rd | Wilmington | NC | 28405 | 562118747 | 501(c)(3) | $10,000 | Rehabilitation/ Therapeutic |
| Catholic Charities and Community Services | |||||||
| 4045 Pecos Street | Denver | CO | 80211 | 840686679 | 501(c)(3) | $10,000 | Homeless/Indigent/ Crisis Intervention |
| Center for Life Management | |||||||
| 10 Tsienneto Road | Derry | NH | 03038 | 020301530 | 501(c)(3) | $20,000 | Health |
| Central Union Mission | |||||||
| 65 Mass Ave NW | Washington | DC | 20001 | 530218650 | 501(c)(3) | $30,000 | Homeless/Indigent/ Crisis Intervention |
| Challenged Athletes Foundation | |||||||
| 9591 Waples Street | San Diego | CA | 92191 | 330739596 | 501(c)(3) | $10,000 | Rehabilitation/ Therapeutic |
| Comitis Crisis Center Inc | |||||||
| 2178 Victor Street | Aurora | CO | 80045 | 742348147 | 501(c)(3) | $50,000 | Homeless/Indigent/ Crisis Intervention |
| Community Hope Inc | |||||||
| 959 Rt 46 East | Parsippany | NJ | 07054 | 222647038 | 501(c)(3) | $50,000 | Homeless/Indigent/ Crisis Intervention |
| Community Outreach Inc | |||||||
| 865 Reiman Avenue | Corvallis | OR | 97330 | 930602094 | 501(c)(3) | $10,000 | Homeless/Indigent/ Crisis Intervention |
| Community Rowing Inc | |||||||
| 20 Nonantum Road | Brighton | MA | 02139 | 042863756 | 501(c)(3) | $9,000 | Rehabilitation/ Therapeutic |
| Coral Springs Museum of Arts Inc | |||||||
| 2855 Coral Spgs Dr | Coral Springs | FL | 33065 | 650747980 | 501(c)(3) | $10,000 | Rehabilitation/ Therapeutic |
| Decatur Cooperative Ministry | |||||||
| PO Box 457 | Decatur | GA | 30031 | 581082247 | 501(c)(3) | $10,000 | Homeless/Indigent/ Crisis Intervention |
| Disability Advocates of Kent County | |||||||
| 3600 Camelot Dr | Grand Rapids | MI | 49546 | 383114474 | 501(c)(3) | $10,000 | Health |
| Disability Rights Advocates for Technology | |||||||
| 500 Fox Ridge Road | St Louis | MO | 63131 | 550877645 | 501(c)(3) | $200,000 | Health |
| Disabled American Veterans | |||||||
| 3725 Alexandria Pike | Cold Spring | KY | 41076 | 310263158 | 501(c)(4) | $353,534 | Homeless/Indigent/ Crisis Intervention |
| Disabled American Veterans | |||||||
| 3725 Alexandria Pike | Cold Spring | KY | 41076 | 310263158 | 501(c)(4) | $649,267 | Rehabilitation/ Therapeutic |
| Disabled American Veterans | |||||||
| 3725 Alexandria Pike | Cold Spring | KY | 41076 | 310263158 | 501(c)(4) | $214,000 | Transportation |
| Disabled American Veterans | |||||||
| 3725 Alexandria Pike | Cold Spring | KY | 41076 | 310263158 | 501(c)(4) | $1,400,000 | Employment |
| Disabled American Veterans | |||||||
| 3725 Alexandria Pike | Cold Spring | KY | 41076 | 310263158 | 501(c)(4) | $37,728 | Advocacy/Awareness |
| Disabled American Veterans | |||||||
| 3725 Alexandria Pike | Cold Spring | KY | 41076 | 310263158 | 501(c)(4) | $78,000 | Counseling & Claims/ Filing Assistance |
| Disabled American Veterans National Service Founda | |||||||
| 3725 Alexandria Pike | Cold Spring | KY | 41076 | 521516071 | 501(c)(4) | $800,000 | Transportation |
| Disabled Sports USA | |||||||
| 451 Hungerford Dr | Rockville | MD | 20850 | 946174016 | 501(c)(3) | $25,000 | Rehabilitation/ Therapeutic |
| Food & Friends Inc | |||||||
| 219 Riggs Road NE | Washington | DC | 20011 | 521648941 | 501(c)(3) | $25,000 | Health |
| Gary Sinise Foundation | |||||||
| 1901 Ave of the Stars | Los Angeles | CA | 90067 | 800587086 | 501(c)(3) | $500,000 | Health |
| Guitars for Vets | |||||||
| 6501 3rd Avenue | Kenosha | WI | 53143 | 510662347 | 501(c)(3) | $20,000 | Rehabilitation/ Therapeutic |
| Higher Ground Sun Valley Inc | |||||||
| 160 W 7th Street | Ketchum | ID | 833406791 | 820512146 | 501(c)(3) | $10,175 | Rehabilitation/ Therapeutic |
| Home Front Cares | |||||||
| 1120 N Circle Dr | Colorado Springs | CO | 80909 | 200564493 | 501(c)(3) | $15,000 | Homeless/Indigent/ Crisis Intervention |
| Homeward Bound of Marin | |||||||
| 1385 N Hamilton Pkwy | Novato | CA | 94949 | 680011405 | 501(c)(3) | $10,000 | Homeless/Indigent/ Crisis Intervention |
| Hospitalized Veterans Writing Project Inc | |||||||
| 406 West 34th Street | Kansas City | MO | 64111 | 480987617 | 501(c)(3) | $10,000 | Rehabilitation/ Therapeutic |
| Housing Crisis Center | |||||||
| 4210 Junius Street | Dallas | TX | 75246 | 751633304 | 501(c)(3) | $15,000 | Homeless/Indigent/ Crisis Intervention |
| HVAF of Indiana Inc | |||||||
| 964 N Penn St | Indianapolis | IN | 46204 | 351890547 | 501(c)(3) | $20,000 | Homeless/Indigent/ Crisis Intervention |
| Injured Marine | |||||||
| 825 College Blvd | Oceanside | CA | 92057 | 260086305 | 501(c)(3) | $12,500 | Employment |
| Intrepid Fallen Heroes Fund | |||||||
| W 46th St 12th Ave | New York | NY | 10036 | 200366717 | 501(c)(3) | $500,000 | Rehabilitation/ Therapeutic |
| Joseph House Inc | |||||||
| 1526 Republic St | Cincinnati | OH | 45202 | 311383835 | 501(c)(3) | $60,000 | Homeless/Indigent/ Crisis Intervention |
| Kentucky Center for the Arts Foundation | |||||||
| 501 West Main Street | Louisville | KY | 40202 | 310999046 | 501(c)(3) | $12,000 | Rehabilitation/ Therapeutic |
| La Puente Home Incorporated | |||||||
| PO Box 1235 | Alamosa | CO | 81101 | 742224631 | 501(c)(3) | $6,500 | Homeless/Indigent/ Crisis Intervention |
| Mental Health America of Greater Houston | |||||||
| 2211 Norfolk Suite 810 | Houston | TX | 77098 | 741272394 | 501(c)(3) | $20,000 | Legal |
| Mercy Housing Lakefront | |||||||
| 120 S LaSalle Street | Chicago | IL | 606033585 | 363453183 | 501(c)(3) | $15,000 | Homeless/Indigent/ Crisis Intervention |
| Mountain Resource Center Inc | |||||||
| 11030 Kitty Drive | Conifer | CO | 80433 | 841178699 | 501(c)(3) | $40,000 | Homeless/Indigent/ Crisis Intervention |
| Music Conservatory of Westchester | |||||||
| 216 Central Avenue | White Plains | NY | 10606 | 136007082 | 501(c)(3) | $15,000 | Rehabilitation/ Therapeutic |
| Nat'l Education for Assistance Dog Services | |||||||
| 305 Redemption Rock Trl | Princeton | MA | 01541 | 237281887 | 501(c)(3) | $45,000 | Rehabilitation/ Therapeutic |
| New York Legal Assistance Group | |||||||
| 7 Hanover Square | New York | NY | 10004 | 133505428 | 501(c)(3) | $100,000 | Legal |
| New York University | |||||||
| 58 West 10th Street | New York | NY | 10011 | 135562308 | 501(c)(3) | $10,000 | Rehabilitation/ Therapeutic |
| Oklahoma State University Foundation | |||||||
| 400 South Monroe | Stillwater | OK | 74074 | 736097060 | 501(c)(3) | $10,000 | Educational |
| One80 Place | |||||||
| PO Box 20038 | Charleston | SC | 29413 | 570789483 | 501(c)(3) | $15,000 | Homeless/Indigent/ Crisis Intervention |
| Operation Homefront Inc | |||||||
| 1355 Central Pkwy | San Antonio | TX | 78232 | 320033325 | 501(c)(3) | $15,000 | Homeless/Indigent/ Crisis Intervention |
| Our Military Kids Inc | |||||||
| 6861 Elm Street Suite 2A | McLean | VA | 22101 | 562483648 | 501(c)(3) | $100,000 | Rehabilitation/ Therapeutic |
| Outdoors for All Foundation | |||||||
| 6344 NE 74th Street | Seattle | WA | 98115 | 911085999 | 501(c)(3) | $10,000 | Rehabilitation/ Therapeutic |
| Outward Bound Inc | |||||||
| 85 Broad Street | New York | NY | 10004 | 042375956 | 501(c)(3) | $25,000 | Rehabilitation/ Therapeutic |
| Pentagon Federal Credit Union Foundation | |||||||
| 2930 Eisenhower Ave | Alexandria | VA | 22314 | 542062271 | 501(c)(3) | $250,000 | Homeless/Indigent/ Crisis Intervention |
| Recovery Resource Council | |||||||
| 2700 Airport Freeway | Fort Worth | TX | 76111 | 756005093 | 501(c)(3) | $30,000 | Homeless/Indigent/ Crisis Intervention |
| Rush University Medical Center | |||||||
| 1653 W Congress Parkway | Chicago | IL | 60612 | 362174823 | 501(c)(3) | $45,000 | Health |
| Rutgers University Foundation | |||||||
| 335 George Street | New Brunswick | NJ | 08901 | 237318743 | 501(c)(3) | $40,000 | Homeless/Indigent/ Crisis Intervention |
| San Antonio Metropolitan Ministry Inc | |||||||
| 5254 Blanco Road | San Antonio | TX | 782167017 | 742285793 | 501(c)(3) | $10,000 | Homeless/Indigent/ Crisis Intervention |
| Senior Resources Inc | |||||||
| 2817 Millwood Avenue | Columbia | SC | 29205 | 570484965 | 501(c)(3) | $13,000 | Homeless/Indigent/ Crisis Intervention |
| Sentinels of Freedom Scholarship Foundation | |||||||
| P O Box 1316 | San Ramon | CA | 94583 | 208139201 | 501(c)(3) | $20,000 | Educational |
| Soldiers Project | |||||||
| 4605 Lankershim Blvd | N Hollywood | CA | 91602 | 272815356 | 501(c)(3) | $10,000 | Health |
| St Patrick Center | |||||||
| 800 N Tucker Blvd | St Louis | MO | 63101 | 431263499 | 501(c)(3) | $10,000 | Homeless/Indigent/ Crisis Intervention |
| Strongwater Farm Therapeutic Equestrian | |||||||
| 500 Livingston St | Tewksbury | MA | 01876 | 043436653 | 501(c)(3) | $10,000 | Rehabilitation/ Therapeutic |
| Swords to Plowshares | |||||||
| 1060 Howard Street | San Francisco | CA | 94103 | 942260626 | 501(c)(3) | $15,000 | Homeless/Indigent/ Crisis Intervention |
| Therapeutic Riding of Tucson Inc | |||||||
| 8920 E Woodland Road | Tucson | AZ | 85749 | 860329294 | 501(c)(3) | $9,000 | Rehabilitation / Therapeutic |
| University of Cincinnati Foundation | |||||||
| PO Box 19970 | Cincinnati | OH | 45219 | 310896555 | 501(c)(3) | $10,000 | Educational |
| Vail Veterans Foundation Incorporated | |||||||
| 12 Vail Road Suite 200 | Vail | CO | 81657 | 205254885 | 501(c)(3) | $50,000 | Rehabilitation / Therapeutic |
| Veterans Multi-Service Center | |||||||
| 213 N 4th Street | Philadelphia | PA | 19106 | 232764079 | 501(c)(3) | $10,000 | Employment |
| Vietnam Veterans Workshop Inc | |||||||
| 17 Court Street | Boston | MA | 02108 | 043007211 | 501(c)(3) | $10,000 | Homeless/Indigent/ Crisis Intervention |
| Virginia Beach Community Development Corp | |||||||
| 2400 Potters Road | Virginia Beach | VA | 23454 | 541378797 | 501(c)(3) | $6,000 | Rehabilitation / Therapeutic |
| Wheels of Success Inc | |||||||
| 4100 W Kennedy Blvd | Tampa | FL | 33609 | 562372792 | 501(c)(3) | $6,000 | Transportation |
| Wilmington Area Rebuilding Ministry Inc | |||||||
| 5058 Wrightsville Ave | Wilmington | NC | 28403 | 562076795 | 501(c)(3) | $10,000 | Health |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 70 | Total501c3OrgCnt |
| Total Other Org | 7 | 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 | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $62,562 | 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 | The DAV (Disabled American Veterans) 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 | 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 | 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 | In accordance with the Organization's Bylaws, there is no compensation paid to Officers or Directors. In 2017, 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 $25,953.71 in 2017 for those services. The Administrator assists the President and other officers in the implementation of Board directives. She also ensures that the President and other 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 | 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, 3725 ALEXANDRIA PIKE, COLD SPRING, KY 41076-1712. |
| FORM 990, PART XI, LINE 9 | Uncollectible pledges $(518,981) CGA adjustment calculation $(7,260) Change in unrealized appreciation of investments $2,114,663 CGA valuation adjustment $(12,276) Total $1,576,146 |
Comments