2018-08-07T10:35:48-05:00 2017-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2017-01-01 530205923 NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION NATI 2028793365 1776 D STREET NW WASHINGTON DC 200065303 CAROL O JACKSON TREASURER GENERAL 2028793365 2018-08-06 1 IVY BECKHAM P01316131 5712279500 2017 2022-09-23 18:48:47Z ANN T DILLON 1776 D STREET NW WASHINGTON DC 200065303 31116041 0 X WWW.DAR.ORG X 1896 DC PROMOTE HISTORIC PRESERVATION, EDUCATION, AND PATRIOTISM. 86 85 166 4775 368587 0 9073021 6455598 10470248 10894910 2195216 4279089 3309371 2017726 25047856 23647323 1607785 1735309 0 0 7515675 7239348 734597 729164 1973952 7487308 6563970 17345365 16267791 7702491 7379532 137482635 155631124 10013916 10422156 127468719 145208968 X THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) WAS ESTABLISHED TO PERPETUATE THE MEMORY AND SPIRIT OF THE MEN AND WOMEN WHO ACHIEVED AMERICAN INDEPENDENCE. THE SOCIETY ACHIEVES THIS OBJECTIVE THROUGH PROGRAMS WHICH ENCOURAGE HISTORICAL RESEARCH AND PUBLICATION, PRESERVATION OF HISTORICAL RELICS AND DOCUMENTS, EDUCATION AND PROMOTION OF PATRIOTIC ENDEAVORS. 0 0 3869687 0 4118307 GENEALOGY AND RESEARCH: THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) MAINTAINS A RESEARCH AND AN EXTENSIVE GENEALOGICAL LIBRARY. THE LIBRARY CONTAINS APPROXIMATELY 225,000 VOLUMES, AS WELL AS MANY UNPUBLISHED GENEALOGY TYPESCRIPTS NOT AVAILABLE ELSEWHERE. THE LIBRARY IS OPEN TO MEMBERS AND NON-MEMBERS. 2911305 1059550 3901612 EDUCATION: NSDAR SUPPORTS TWO SCHOOLS IN THE APPALACHIAN AREA AND MAKES CONTRIBUTIONS TO SIX OTHER SCHOOLS. NSDAR AWARDS SCHOLARSHIPS IN POLITICAL SCIENCE, HISTORY, GOVERNMENT, ECONOMICS, BUSINESS, LAW, CHEMISTRY, NURSING, AND OCCUPATIONAL THERAPY. NSDAR ALSO PUBLISHES AMERICAN SPIRIT MAGAZINE, A BIMONTHY PUBLICATION FOCUSING ON AMERICAN HISTORY, HISTORIC PRESERVATION, PATRIOTISM, AND EDUCATION. 2387972 547631 2892968 HISTORIC PRESERVATION: NSDAR MAINTAINS A MUSEUM FOR THE PURPOSE OF COLLECTING, EXHIBITING, AND PRESERVING OBJECTS RELATED TO THE AMERICAN REVOLUTION. THE MUSEUM IS OPEN TO MEMBERS AND THE GENERAL PUBLIC FREE OF CHARGE. NSDAR'S AMERICANA COLLECTION INCLUDES MANUSCRIPT AND IMPRINT MATERIALS PERTAINING TO LIFE IN COLONIAL AMERICA, THE REVOLUTIONARY WAR ERA, AND THE EARLY REPUBLIC. NSDAR ALSO MAINTAINS CONSTITUTION HALL, AN AUDITORIUM DEDICATED TO THE US CONSTITUTION. 824927 128128 802902 BOARD PROJECTS: THIS PROGRAM INCLUDES ACTIVITIES TARGETED FOR ACTION BY THE PRESIDENT GENERAL. THE MOST RECENT PROJECT INVOLVES THE ONGOING PRESERVATION, RESTORATION AND IMPROVEMENT OF THE NSDAR COMPLEX OF HISTORIC BUILDINGS AND THE COLLECTIONS THEREIN, SUPPORTING CHAPTERS, ADVANCING DAR'S TECHNOLOGICAL CAPABILITIES IN SUPPORT OF ITS MISSION, FUNDING COMMUNITY GRANTS FOR HISTORIC PRESERVATION, EDUCATION, AND PATRIOTISM, AND IMPROVING NSDAR'S FINANCIAL STABILITY THROUGH PROMOTION OF ESTABLISHED PROGRAMS. 824927 128128 802902 9993891 1 1 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 48 0 166 1 1 1 0 0 0 0 1 1 0 0 0 0 X 86 85 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 0 1 1 1 1 0 AK AL AR AZ CO CT FL GA HI IL KS KY MA ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT WA WI WV X SUSAN KINNECOME 2028793365 1776 D STREET NW WASHINGTON DC 200065303 ANN T DILLON PRESIDENT GENERAL 40.00 X X 24000 0 0 DENISE D VANBUREN FIRST VICE PRESIDENT GENERAL 20.00 X X 0 0 0 PAMELA R WRIGHT CHAPLAIN GENERAL 20.00 X X 0 0 0 MORGAN LAKE RECORDING SECRETARY GENERAL 20.00 X X 0 0 0 VIRGINIA LINGELBACH CORRESPONDING SECRETARY GENERAL 20.00 X X 0 0 0 NANCY HEMMRICH ORGANIZING SECRETARY GENERAL 20.00 X X 0 0 0 CAROL O JACKSON TREASURER GENERAL 20.00 X X 0 0 0 MARY FRISCH REGISTRAR GENERAL 20.00 X X 0 0 0 VIRGINIA TRADER HISTORIAN GENERAL 20.00 X X 0 0 0 PATRICIA M HATFIELD LIBRARIAN GENERAL 20.00 X X 0 0 0 BARBARA FRANKENBERRY CURATOR GENERAL 20.00 X X 0 0 0 CONNIE OLDE REPORTER GENERAL 20.00 X X 0 0 0 APRIL STALEY VICE PRESIDENT GENERAL 4.00 X 0 0 0 BARBARA ZINK VICE PRESIDENT GENERAL 4.00 X 0 0 0 BARBARA THRAIKILL HALPIN 01-0617 VICE PRESIDENT GENERAL 4.00 X 0 0 0 BILLIE FOUTCH BREEDLOVE VICE PRESIDENT GENERAL 4.00 X 0 0 0 CANDACE FRYBURGER VICE PRESIDENT GENERAL 4.00 X 0 0 0 CLAUDIA ONKEN VICE PRESIDENT GENERAL 4.00 X 0 0 0 CONSTANCE GRUND VICE PRESIDENT GENERAL 4.00 X 0 0 0 DANNA KOELLING 01-0617 VICE PRESIDENT GENERAL 4.00 X 0 0 0 DONNA NASH 01-0617 VICE PRESIDENT GENERAL 4.00 X 0 0 0 DOROTHY LIND VICE PRESIDENT GENERAL 4.00 X 0 0 0 GAIL TERRY VICE PRESIDENT GENERAL 4.00 X 0 0 0 GALE AUSTON CRAFTON 01-0617 VICE PRESIDENT GENERAL 4.00 X 0 0 0 JEANIE HORNUNG VICE PRESIDENT GENERAL 4.00 X 0 0 0 JULIA ROGERS VICE PRESIDENT GENERAL 4.00 X 0 0 0 LAURA KESSLER 01-0617 VICE PRESIDENT GENERAL 4.00 X 0 0 0 LUANNE F BRUCKNER 01-0617 VICE PRESIDENT GENERAL 4.00 X 0 0 0 LYNDA W CLOSSON 01-0617 VICE PRESIDENT GENERAL 4.00 X 0 0 0 MARCY KIMMINAU VICE PRESIDENT GENERAL 4.00 X 0 0 0 MARTHA MORRIS CRAPSER VICE PRESIDENT GENERAL 4.00 X 0 0 0 MARY MCALEENAN VICE PRESIDENT GENERAL 4.00 X 0 0 0 PATSY MCFALL VICE PRESIDENT GENERAL 4.00 X 0 0 0 PEGGY CARNEY TROXELL VICE PRESIDENT GENERAL 4.00 X 0 0 0 ROBERTA PATTON MCMULLEN VICE PRESIDENT GENERAL 4.00 X 0 0 0 SANDRA MCCANN VICE PRESIDENT GENERAL 4.00 X 0 0 0 STEPHANIE TROTH VICE PRESIDENT GENERAL 4.00 X 0 0 0 SUSAN THOMAS VICE PRESIDENT GENERAL 4.00 X 0 0 0 VIRGINIA GINGER POFFENBERGER VICE PRESIDENT GENERAL 4.00 X 0 0 0 VIRGINIA SEBASTIAN STORAGE VICE PRESIDENT GENERAL 4.00 X 0 0 0 JUDITH DEAN 01-0617 STATE REGENT - AK 4.00 X 0 0 0 TRACY DODGE STATE REGENT - AK 4.00 X 0 0 0 NANCY FOLK STATE REGENT - AL 4.00 X 0 0 0 JERRIE TOWNSEND STATE REGENT - AR 4.00 X 0 0 0 TERRI MOTT STATE REGENT - AZ 4.00 X 0 0 0 BEVERLY MONCRIEFF STATE REGENT - CA 4.00 X 0 0 0 MARGARET NORTON 01-0617 STATE REGENT - CO 4.00 X 0 0 0 JEANNINE DOBBINS STATE REGENT - CO 4.00 X 0 0 0 ALICE RIDGWAY STATE REGENT - CT 4.00 X 0 0 0 JANET MCFARLAND STATE REGENT - DC 4.00 X 0 0 0 SUSAN BEACHELL STATE REGENT - DE 4.00 X 0 0 0 DAWN LEMONGELLO STATE REGENT - FL 4.00 X 0 0 0 JOYCE PATTON STATE REGENT - GA 4.00 X 0 0 0 KATHERINE JOHNSON STATE REGENT - HI 4.00 X 0 0 0 LUCINDA CARTER STATE REGENT - IA 4.00 X 0 0 0 SUSAN DAVIS STATE REGENT - ID 4.00 X 0 0 0 RHONDA KREN 01-0617 STATE REGENT - ID 4.00 X 0 0 0 GLORIA FLATHOM STATE REGENT - IL 4.00 X 0 0 0 SHARON FRIZZELL 01-0617 STATE REGENT - IL 4.00 X 0 0 0 LOIS HUNTINGTON STATE REGENT - IN 4.00 X 0 0 0 KATHRYN WALKER WEST STATE REGENT - KS 4.00 X 0 0 0 LESLIE MILLER STATE REGENT - KY 4.00 X 0 0 0 ZORA OLSSON STATE REGENT - LA 4.00 X 0 0 0 HOLLY BLAIR STATE REGENT - MA 4.00 X 0 0 0 CAROL LARKIN STATE REGENT - MD 4.00 X 0 0 0 ELIZABETH HOTCHKISS STATE REGENT - ME 4.00 X 0 0 0 DIANE SCHRIFT STATE REGENT - MI 4.00 X 0 0 0 FAYE LEACH STATE REGENT - MN 4.00 X 0 0 0 RACHEL SANISIDRO 01-0617 STATE REGENT - MN 4.00 X 0 0 0 SUSAN BOWMAN STATE REGENT - MO 4.00 X 0 0 0 CYNTHIA CLEVELAND MCNAMARA STATE REGENT - MS 4.00 X 0 0 0 JANE LEE HAMMAN STATE REGENT - MT 4.00 X 0 0 0 ELIZABETH GRAHAM STATE REGENT - NC 4.00 X 0 0 0 ENID LYNCH STATE REGENT - ND 4.00 X 0 0 0 CONSTANCE PLETTNER STATE REGENT - NE 4.00 X 0 0 0 WENDY STANLEY JONES STATE REGENT - NH 4.00 X 0 0 0 KAREN STROEVER STATE REGENT - NJ 4.00 X 0 0 0 GEORGIANNA MCDOUGLE STATE REGENT - NM 4.00 X 0 0 0 GENORA CANON 01-0617 STATE REGENT - NM 4.00 X 0 0 0 LYNN WALLACE KINSELL STATE REGENT - NV 4.00 X 0 0 0 NANCY ZWETSCH STATE REGENT - NY 4.00 X 0 0 0 NANCY WRIGHT STATE REGENT - OH 4.00 X 0 0 0 CYNTHIA HENDERSON STATE REGENT - OK 4.00 X 0 0 0 ALICE MILES STATE REGENT - OR 4.00 X 0 0 0 CYNTHIA SWEENEY STATE REGENT - PA 4.00 X 0 0 0 JACQUELYN KALAFATIS STATE REGENT - RI 4.00 X 0 0 0 BARBARA WATROUS 01-0617 STATE REGENT - RI 4.00 X 0 0 0 DIANNE CULBERTSON STATE REGENT - SC 4.00 X 0 0 0 SHARON YOUNG STATE REGENT - SD 4.00 X 0 0 0 CHARLOTTE REYNOLDS STATE REGENT - TN 4.00 X 0 0 0 JUDY OSTLER STATE REGENT - TX 4.00 X 0 0 0 BRENDA REEDER STATE REGENT - UT 4.00 X 0 0 0 JUDITH SUBER STATE REGENT - VA 4.00 X 0 0 0 CAROL SCHWENK STATE REGENT - VT 4.00 X 0 0 0 JULIE PITTMANN STATE REGENT - WA 4.00 X 0 0 0 JUDY MASON STATE REGENT - WI 4.00 X 0 0 0 MALINDA DAVIS STATE REGENT - WV 4.00 X 0 0 0 DONNA WEAVER STATE REGENT - WY 4.00 X 0 0 0 LUCY MORIN STATE REGENT - FRANCE 4.00 X 0 0 0 LINDA SHIFLETT STATE REGENT - MEXICO 4.00 X 0 0 0 STEPHEN W NORDHOLT HQ ADMINISTRATOR 40.00 X 145771 0 15786 SUSAN KINNECOME CONTROLLER 40.00 X 137755 0 12004 LEANNE VIGLIANO DIRECTOR OF HUMAN RESOURCES 40.00 X 130799 0 8026 SANDRA POLLACK DEVELOPMENT DIRECTOR 40.00 X 119325 0 4877 VICTOR KUNZE DIRECTOR OF INFORMATION SYSTEMS 40.00 X 115731 0 7034 DAVID COPPEDGE BUILDING SUPERINTENDENT 40.00 X 115344 0 6921 ERIC GRUNDSET DIRECTOR OF LIBRARY PUBLICATIONS 40.00 X 101312 0 11075 890037 0 65723 7 0 1 0 THE CHRISTMAN COMPANY 1881 CAMPUS COMMONS SUITE 405 RESTON VA 20191 BUILDING RESTORATION 1619971 HAMMOCK INC 814 CHURCH STREET SUITE 500 NASHVILLE TN 37203 MAGAZINE PUBLISHER 750085 AMERGENT 9 CENTENNIAL DRIVE PEABODY MA 01960 PRINTING, CONSULTING, AND MAILHOUSE SERV 551323 THE NATIONAL PARK SERVICE 143 S 3RD STREET PHILADELPHIA PA 19106 PLANT 76 TREES IN THE PARK, IN CELEBRATI 380000 GRAND HYATT WASHINGTON DC 1000 H STREET NW WASHINGTON DC 20001 BANQUET/RECEPTION SERVICES, LODGING 356573 7 6455598 62522 6455598 MEMBERSHIP DUES 900099 7412748 7412748 APPLICATION & OTHER MEMBER FEES 900099 2062192 2062192 MAGAZINE REVENUE 541800 1068034 1039011 29023 RECORD COPY 900099 348261 348261 LIBRARY & RESEARCH FEES 900099 3675 3675 10894910 2452893 2452893 312229 312229 1203574 786402 417172 417172 417172 8042923 6216727 1826196 1826196 1826196 1286468 465589 820879 481315 339564 MANAGEMENT FEES 900099 401045 401045 COMMISSIONS FROM VENDORS 900099 26871 26871 TICKETMASTER COMMISSION 711300 21245 21245 18285 18285 467446 23647323 11347202 368587 5475936 1434839 1434839 300470 300470 335316 95231 227261 12824 5756382 3422462 1838454 495466 166883 100747 51551 14585 557974 326638 183925 47411 422793 245497 141756 35540 400784 367142 33642 42847 159 4033 38655 64940 64940 729164 729164 73093 44790 28303 87635 51994 35641 17238 17238 1870576 910713 557198 402665 128566 38844 53932 35790 681943 509895 162464 9584 110414 37462 42160 30792 418282 57430 299259 61593 1129379 881954 217612 29813 346427 86607 259820 PRINTING & PUBLICATIONS 727416 727416 REAL ESTATE TAXES 97597 92821 4214 562 CONTRIBUTIONS 79883 79883 SUBSCRIPTIONS & MEMBERS 63314 38596 22485 2233 223636 125063 71298 27275 16267791 9993891 4299948 1973952 1423690 4333803 18280727 8105898 1626219 902663 1097290 670017 645625 610462 343363 301358 44939316 22626017 21645172 22313299 91545529 117452390 875020 941234 137482635 155631124 1239281 1826763 7902015 7816447 1084 645 871536 778301 10013916 10422156 X 46211686 52051148 57199634 67925110 24057399 25232710 127468719 145208968 137482635 155631124 7379532 10360717 0 X 0 1 X 1 0 X 9192192 5796086 10142552 9073021 6455598 40659449 10261490 11182365 11729820 11208107 11520768 55902550 19453682 16978451 21872372 20281128 17976366 96561999 540844 110722 25693 677259 0 540844 110722 25693 677259 95884740 3326034 3736635 3425582 4009423 3968696 18466370 43614 50877 66640 110603 32192 303926 3369648 3787512 3492222 4120026 4000888 18770296 281683 329839 330946 398436 467446 1808350 23105013 21095802 25695540 24799590 22444700 117140645 0.81850 0.81750 0.16020 0.16240 X PART III, SECTION B, LINE 12: THE OTHER INCOME REPRESENTS MANAGEMENT FEES AND MISCELLANEOUS INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 0 1 X 67719580 8227841 7231183 6808647 76369957 61427748 16443739 -248646 9903261 67719580 56006728 11579418 -654894 122500 5381004 61427748 51426870 9006848 -4010686 416304 56006728 45683427 8895167 -2455184 696540 51426870 0.27700 0.32140 0.40150 0 0 207420 207420 38678922 17451221 21227701 6052974 5174796 878178 22313299 CHARITABLE GIFT ANNUITY 778301 778301 X 34903942 10360717 109500 10470217 24433725 -786402 -786402 23647323 17163693 109500 109500 17054193 -786402 -786402 16267791 PART III, LINE 1A: THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) ACQUIRES ITS COLLECTIONS, WHICH INCLUDE MICROFILM, LIBRARY BOOKS AND HISTORICAL TREASURES OF ITS MUSEUM AND AMERICANA COLLECTION, THROUGH PURCHASE OR DONATION. NSDAR'S COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH AND ARE PROTECTED AND PRESERVED. AS PERMITTED BY U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, COLLECTIONS ARE NOT CAPITALIZED BY NSDAR, BUT RATHER EXPENSED CURRENTLY. AS OF DECEMBER 31, 2017, THE ESTIMATED FAIR VALUE OF THE COLLECTIONS WAS IN EXCESS OF $52.0 MILLION. NSDAR HAD NO SIGNIFICANT DEACCESSIONS OR DISPOSALS OF MUSEUM/LIBRARY COLLECTIONS DURING THE YEAR ENDED DECEMBER 31, 2017. PART III, LINE 4: NSDAR'S COLLECTIONS INCLUDE MICROFILM, LIBRARY BOOKS, AND HISTORICAL TREASURES OF ITS MUSEUM LIBRARY, AND AMERICANA COLLECTION. THE COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH AND ARE PROTECTED AND PRESERVED. PART IV, LINE 2B: NSDAR ACTS AS AN AGENT IN THE COLLECTION AND DISBURSEMENT OF FUNDS RECEIVED FROM CONTRIBUTORS TO DAR SCHOOLS. AS NSDAR DOES NOT HAVE VARIANCE POWER OVER THE DISBURSEMENT OF THESE FUNDS, AMOUNTS HELD FOR DAR SCHOOLS TOTALING $645 AT DECEMBER 31, 2017 ARE REFLECTED IN ACCOUNTS PAYABLE AND ACCRUED EXPENSES IN THE FINANCIAL STATEMENT. PART V, LINE 4: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION ENDOWMENT CONSISTS OF MULTIPLE FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES TO PROVIDE FOR THE LONG TERM SUPPORT OF THE ORGANIZATION AND ITS PROGRAMS. PART X, LINE 2: THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS SUBJECT TO TAX ONLY ON ITS NET UNRELATED BUSINESS INCOME. ADDITIONALLY, NSDAR IS EXEMPT FROM INCOME TAXES IN THE DISTRICT OF COLUMBIA. IT HAS BEEN DETERMINED THAT NSDAR IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. NSDAR FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN INCOME TAX POSITIONS. NSDAR EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS TAX POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. NSDAR'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -786,402. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -786,402. X X 1 AMERGENT 9 CENTENNIAL DRIVE PEABODY MA 01960 PLAN & MANAGE DIRECT MAIL CAMPAIGNS; ADVICE ON DONOR SEGMENT 0 0 551323 -551323 BARTON COTTON 3030 WATERVIEW AVENUE BALTIMORE MD 21230 PLAN & MANAGE DIRECT MAIL CAMPAIGNS; ADVICE ON DONOR SEGMENT 0 0 177841 -177841 729164 -729164 SCHEDULE G, PART I, LINE 2B, COLUMN (V) NSDAR PAID AMERGENT AND BARTON COTTON FOR PROFESSIONAL FUNDRAISING SERVICES $28,000 AND $73,702, RESPECTIVELY. NSDAR ALSO PAID AMERGENT AND BARTON COTTON FOR PROCESSING DIRECT MAIL PRINTING AND POSTAGE, MAILHOUSE HANDLING AND POSTAGE. THE TOTAL EXPENSES OF PRINTING, POSTAGE, AND DIRECT MAIL POSTAGE AND PRINTING PAID TO AMERGENT AND BARTON COTTON WERE $523,323 AND $104,140, RESPECTIVELY. 1 AVERY MEMORIAL ASSOCIATION PO BOX 7245 GROTON CT 063407245 237073820 501(C)(3) 10000 HOUSE AND MUSEUM ROOF & CHIMNEY RESTORATION BACONE COLLEGE 2299 OLD BACONE ROAD MUSKOGEE OK 744031568 730590036 501(C)(3) 6174 ENDOWMENT INTEREST, LANGUAGE STUDIES, INTERACTIVE WHITEBOARD BERRY COLLEGE 2277 MARTHA BERRY HIGHWAY MOUNT BERRY GA 30149 580566133 501(C)(3) 36000 SCHOLARSHIPS, AUDITORIUM RESTORATION, STUDENT EMERGENCY FUND CASSINA GARDEN CLUB PO BOX 20191 SAINT SIMONS ISLAND GA 31522 581308464 501(C)(3) 10000 CABIN RESTORATION PROJECT CHEMAWA INDIAN SCHOOL INC 3700 CHEMAWA ROAD NE SALEM OR 97305 930735265 15100 ROBOTIC PROGRAMMING SOFTWARE, MATERIAL/SUPPLIES FOR CULTURAL PROGRAMS CHILDREN OF THE AMERICAN REVOLUTION CAR 1776 D STREET NW WASHINGTON DC 20006 530116337 501(C)(3) 11983 SUPPORT CAR THROUGH ALLOCATIONS OF FUNDS COLLECTED FOR CHAPTER ACHIEVEMENT, AND OCCASIONALLY FOR OTHER SPECIFIC REQUESTS CROSSNORE SCHOOL 100 DAR DRIVE CROSSNORE NC 286160249 560567980 501(C)(3) 146126 ENDOWMENT INTEREST, CLASSROOM WITHOUT WALLS, OIL ROYALTIES HILLSIDE SCHOOL INC 404 ROBIN HILL ROAD MARLBOROUGH MA 017521099 042111216 501(C)(3) 38432 ACADEMIC PROGRAM, DORM UPGRADE, ENDOWMENT INTEREST, REPLACE GYM FLOOR, SCHOLARSHIP AID HINDMAN SETTLEMENT SCHOOL 238 HIGHWAY 100 S HINDMAN KY 41822 610447248 501(C)(3) 40979 DYSLEXIA PROGRAM, SUMMER TUTORING PROGRAM FOOD, ENDOWMENT INTEREST INDIAN YOUTH OF AMERICA INC C/O PATRICIA GORDON PO BOX 2786 SIOUX CITY IA 51106 521150452 501(C)(3) 11500 0 FMV SCHOLARSHIPS, YOUTH CAMP FOOD, LODGING AND RENT. KATE DUNCAN SMITH SCHOOL 6077 MAIN STREET GRANT AL 357478331 630338084 501(C)(3) 151075 ENDOWMENT INTEREST, TENNIS COURT, ART & MUSIC SUPPLIES, CHILDRENS FUND, ART KILN, SCHOLARSHIPS, OIL WELL ROYALTIES MUSEUM OF THE AMERICAN REVOLUTION 101 SOUTH THIRD STREET PHILADELPHIA PA 19106 232773714 501(C)(3) 10000 SPONSORSHIP OF MUSEUM'S OPENING GALA NATIONAL PARK SERVICE INDEPENDENCE NATIONAL HISTORICAL PARK 143 SOUTH THIRD STREET PHILADELPHIA PA 19106 380000 SPONSORSHIP OF TREES IN INDEPENDENCE HISTORICAL NATIONAL PARK NATIONAL PROJECT PURPLE HEARTS REUNITED PO BOX 2121 GEORGIA VT 05468 460769514 501(C)(3) 10000 SPONSORSHIP FOR PROJECT TO LOCATE VETERANS' MEDALS NAVY-MARINE CORPS RELIEF SOCIETY 875 NORTH RANDOLPH STREET SUITE 225 225 ARLINGTON VA 22203 530204618 501(C)(3) 20000 USS FITZGERALD: SUPPORT MILITARY PERSONNEL AFFECTED BY JUNE 2017 SHIP COLLISION ONTARIO HISTORICAL SOCIETY 55 NORTH MAIN STREET CANANDAIGUA NY 14424 160768680 501(C)(3) 10000 MUSEUM SLATE ROOF REPAIR PROJECT TAMASSEE DAR SCHOOL 1925 BUMGARDNER DRIVE TAMASSEE SC 29686 576000973 501(C)(3) 258582 COMMERCIAL STEAMER, ENDOWMENT INTEREST, MAINTENANCE TRUCK, CAMPUS SECURITY SERVICE, RENOVATE SIDEWALK, OFF-CAMPUS STUDENT ENRICHMENT PROGRAM, OIL WELL ROYALITES THE INSTITUTE OF VETERANS & MILITARY FAMILIES SYRACUSE UNIVERSITY 150 CROUSE DRIVE SYRACUSE NY 13244 150532081 501(C)(3) 10000 V-WISE PROGRAM FOR TRANSITIONING WOMEN OUT OF ACTIVE DUTY ROLES WITH THE ARMED FORCES USO OF INDIANA CAMP ATTERBURY PO BOX 441160 INDIANAPOLIS IN 46244 208349270 501(C)(3) 16100 17449 FMV 15 LAPTOPS AND RELATED ACCESSORIES RENOVATION OF USO KITCHEN AT CAMP ATTERBURY JOINT MANEUVER TRAINING CENTER; 15 LAPTOPS AND RELATED ACCESSORIES WARRIOR AND FAMILY SUPPORT CENTER 3628 RAWLEY E CHAMBERS ROAD SAN ANTONIO TX 78219 161762964 501(C)(3) 17142 FMV GIFT CARDS, LAPTOPS AND ACCESSORIES 5 LAPTOPS AND ACCESSORIES; LAPTOPS, GIFT CARDS WASHBURN-NORLANDS FOUNDATION 290 NORLANDS ROAD LIVERMORE ME 04253 237324567 501(C)(3) 6155 MEETING HOUSE STEEPLE PRESERVATION PROJECT 21 0 SCHOLARSHIPS 82 273000 OUTSTANDING TEACHER AWARD 1 3000 U.S. MILITARY ACADEMY AWARDS 6 2120 FRIENDS OF AMERICAN HISTORY 4 4000 FRIENDS OF VETERANS 3 1600 GOOD CITIZENS AWARDS 60 16750 PART I, LINE 2: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) AWARDS SCHOLARSHIPS TO QUALIFIED APPLICANTS. APPLICANTS MUST BE UNITED STATES CITIZENS AND MUST ATTEND AN ACCREDITED COLLEGE OR UNIVERSITY IN THE UNITED STATES. THE APPLICATION PROCESS IS CONDUCTED WITHOUT REGARD TO RACE, SEX, RELIGION, OR NATIONAL ORIGIN. SCHOLARSHIPS ARE AWARDED BY THE SCHOLARSHIP COMMITTEE BASED ON ACADEMIC EXCELLENCE, COMMITMENT TO FIELD OF STUDY (AS REQUIRED), AND NEED. THE SPECIAL PROJECTS GRANTS COMMITTEE MONITORS THE USE OF NSDAR GRANT FUNDS BASED ON THE TERMS OF A GRANT AGREEMENT SIGNED BY THE GRANTEE ORGANIZATION. A FINAL WRITTEN REPORT MUST BE SUBMITTED TO THE COMMITTEE CHAIRMAN, INCLUDING PHOTOS OF THE PROJECT AND A COMPLETE FINANCIAL REPORT OF PROJECT EXPENDITURES, BEFORE THE SECOND HALF OF THE GRANT FUNDING IS RELEASED. FOR PROJECTS TAKING LONGER THAN SIX MONTHS TO COMPLETE, THE GRANTEE ORGANIZATION MUST SUBMIT A STATUS REPORT, INCLUDING THE PROJECT TIMELINE AND PHOTOS OF THE PROJECT PROGRESS. NSDAR MUST AUTHORIZE ANY PROPOSED MODIFICATIONS TO THE ORIGINAL PROJECT IN ADVANCE. NSDAR RESERVES THE RIGHT TO EXERCISE OVERSIGHT INCLUDING STATUS CALLS, INTERIM PROGRESS REPORTS, AND REVIEW OF FILES AND RECORDS. X X 0 0 0 0 0 0 0 0 0 STEPHEN W NORDHOLT HQ ADMINISTRATOR 145771 0 0 0 0 0 7692 0 8094 0 161557 0 0 0 X 3 X 7 X 8 62522 FAIR MARKET VALUE 0 1 0 PART I, LINE 33: WORKS OF ART AND HISTORICAL TREASURES WITH AN ESTIMATED VALUE OF $24,250 (BASED ON INDEPENDENT APPRAISALS AND INTERNAL ESTIMATES/COMPARABLES) WERE DONATED TO THE DAR MUSEUM COLLECTION. THE COLLECTION IS NOT CAPTITALIZED, AS PERMITTED BY U.S. GAAP. FORM 990, PART VI, SECTION A, LINE 1 THE TWELVE-MEMBER EXECUTIVE COMMITTEE CONSISTS OF NATIONAL OFFICERS, WHO ARE ALL MEMBERS OF THE NATIONAL BOARD OF MANAGEMENT (NBM). THE COMMITTEE HAS THE AUTHORITY TO MAKE RECOMMENDATIONS TO THE NBM AND PERFORM DUTIES OF THE BOARD BETWEEN MEETINGS, AS DEEMED EXPEDIENT. THE COMMITTEE HAS CHARGE OF ALL INVESTMENTS AND INSURANCE AS WELL AS THE AUTHORITY TO ENTER INTO CONTRACTS AND AGREEMENTS CONCERNING THE BUSINESS OF THE SOCIETY. IT ALSO MAKES RECOMMENDATIONS CONCERNING THE BUDGET TO THE NBM. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS IN THE NATIONAL SOCIETY THROUGH A CHAPTER OR AS A MEMBER-AT-LARGE. FORM 990, PART VI, SECTION A, LINE 7A EXECUTIVE OFFICERS ARE ELECTED BY MEMBERS AT THE ANNUAL MEETING, CONTINENTAL CONGRESS, EVERY THREE YEARS. ELECTIONS FOR THREE-YEAR TERMS FOR OTHER NBM POSITIONS ARE HELD ANNUALLY ON A ROTATING BASIS AT THE ANNUAL MEETING. OTHER HONORARY OFFICERS ARE ALSO ELECTED BY MEMBERS AT CONTINENTAL CONGRESS. FORM 990, PART VI, SECTION A, LINE 7B VOTING MEMBERS (STATE AND CHAPTER REGENTS AND DELEGATES) AT THE ANNUAL MEETING, CONTINENTAL CONGRESS, VOTE BY BALLOT UPON QUESTIONS INVOLVING NEW PROJECTS OR SPECIAL APPROPRIATIONS. 300 VOTING MEMBERS CONSTITUTE A QUORUM. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL DRAFT OF THE FORM 990 (AS APPROVED BY THE PAID PREPARER) WILL BE REVIEWED BY THE 12-MEMBER EXECUTIVE COMMITTEE DURING A MEETING HELD PRIOR TO THE FILING DEADLINE. THE DETAILED REVIEW WILL BE CONDUCTED BY THE CONTROLLER. FORM 990, PART VI, SECTION B, LINE 12 MANAGEMENT AND THE EXECUTIVE COMMITTEE MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR POTENTIAL CONFLICTS. THE CONFLICT OF INTEREST POLICY COVERS ALL NATIONAL BOARD OF MANAGEMENT MEMBERS, AS WELL AS COMMITTEE CHAIRMEN. THOSE COVERED UNDER THE POLICY HAVE A DUTY TO DISCLOSE ANY DIRECT OR INDIRECT FINANCIAL INTEREST. ANY DISCLOSED FINANCIAL INTERESTS ARE REVIEWED AND DISCUSSED BY THE AUDIT COMMITTEE, WHICH THEN DECIDES IF A CONFLICT OF INTEREST EXISTS AND DETERMINES WHETHER OR NOT TO ENTER INTO THE TRANSACTION/ARRANGEMENT. THE AUDIT COMMITTEE ALSO QUESTIONS ANY NBM MEMBER WHO MAY HAVE FAILED TO DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. IF THE COMMITTEE DETERMINES SUCH FAILURE TOOK PLACE, IT IS AUTHORIZED TO TAKE APPROPRIATE DISCIPLINARY OR CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA IS OBTAINED AND REVIEWED ANNUALLY; COMPENSATION FOR TOP MANAGEMENT POSITIONS IS REVIEWED ANNUALLY WITH THE HUMAN RESOURCES COMMITTEE PRIOR TO THE BUDGET PROCESS. THE MOST RECENT YEAR IN WHICH THE PROCESS INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION WAS 2017. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, BYLAWS ARE AVAILABLE TO MEMBERS ON THE MEMBERS WEBSITE AND ARE AVAILABLE FOR SALE AS PART OF THE MEMBER HANDBOOK TO ANYONE WHO VISITS NSDAR HEADQUARTERS.