2017-07-25T12:40:12-05:00 2016-12-31 861065772 Deloitte Tax LLP 250 East Fifth Street Suite 1900 Cincinnati OH 45202 990 2016-01-01 521521276 Disabled American Veterans (DAV) Charitable Service Trust DISA 8594417300 3725 Alexandria Pike Cold Spring KY 410761712 David L Tannenbaum Secretary/Treasurer 8594417300 2017-07-24 1 Rebecca Lyons P01487105 5137847100 167.219.88.230 2017-07-24 16:51:40 ED P 5A960618A5B8A98016FE6358AE2A1850F11760C9 720F4AA0D2BB93153F44A445E722B199C924F3AC 2016 2021-01-29 14:40:06Z Richard E Marbes 3725 Alexandria Pike Cold Spring KY 410761712 22298385 0 X cst.dav.org X 1986 DC Empowering veterans to lead high-quality lives with respect and dignity. See Part III. 7 7 0 9 0 0 7052349 8377507 0 0 356945 471434 0 0 7409294 8848941 6224085 5500264 0 0 0 0 0 0 94492 405207 472482 6629292 5972746 780002 2876195 24290375 27301306 4219980 5012049 20070395 22289257 X 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. (See Schedule O for continuation)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. 0 0 5500264 5500264 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. 112752 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. 5613016 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 4 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AK AR CA CT FL GA HI IL KS KY MA MD MI MN MS NC NH NJ NM NY OK PA RI SC TN UT VA WI WV X X Bridgette G Sorrell 8594417300 3725 Alexandria Pike Cold Spring KY 410761712 X Richard E Marbes President 6.00 0.00 X X 0 0 0 J Marc Burgess Vice President 6.00 0.00 X X 0 0 0 David L Tannenbaum Secretary/Treasurer 6.00 0.00 X X 0 0 0 Nancy G Espinosa Director 4.00 0.00 X 0 0 0 George P Kanelos Director (1/16-8/16) 4.00 0.00 X 0 0 0 Moses A McIntosh Jr Director (1/16-8/16) 4.00 0.00 X 0 0 0 Danny Oliver Director (8/16-12/16) 4.00 0.00 X 0 0 0 David W Riley Director (8/16-12/16) 4.00 0.00 X 0 0 0 Denice T Williams Director 4.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 1666768 6710739 84456 8377507 462137 462137 13458741 13449444 9297 9297 9297 8848941 0 0 471434 5500264 5500264 6840 6840 33414 16707 16707 64656 64656 196474 495 121543 74436 32110 24083 1605 6422 42454 3204 38793 457 19019 3023 15996 3920 1960 1960 Grant Proposal Process 63280 63280 Registration Fees 10315 3978 6337 5972746 5613016 265238 94492 1984991 3678468 275616 292668 43535 293913 3140 3739 4983 3810 21919842 22969290 58268 59418 24290375 27301306 268737 499176 3951243 4512873 4219980 5012049 X 20070395 22289257 20070395 22289257 24290375 27301306 X 2876195 610472 -1267805 X 0 1 X 1 0 X 5504449 9541027 5589336 7052349 8377507 36064668 5504449 9541027 5589336 7052349 8377507 36064668 3598166 32466502 229741 322445 377032 450236 462136 1841590 37906258 0.85650 0.85180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5972746 5972746 448637 112159 0 0 498224 485873 481465 448637 1914199 2871299 124556 121468 120366 112159 478549 717824 0 Annuity Payment Liability 4512873 4512873 8356903 -427382 -427382 8784285 64656 64656 8848941 5899758 0 5899758 64656 8332 72988 5972746 Part XI, Line 2d - Other Adjustments: Uncollectible Pledges -416,428. Difference in Accounting for Charitable Gift Annuities -10,954. Part XII, Line 4b - Other Adjustments: Prior Year Grant Returned 8,332. 1 A Sanctuary for Military Families Inc Project Sanctuary PO Box 1563 5440 CR 41 Granby CO 80446 261410596 501(c)(3) 15000 Rehabilitation & Therapeutic Alachua County Organization for Rural Needs Inc ACORN Clinic 23320 N State Road 235 Brooker FL 326225266 591627845 501(c)(3) 30000 Health ALS Association Greater Philadelphia Chapter 321 Norristown Rd Suite 260 Ambler PA 19002 232387205 501(c)(3) 15000 Health Apple Tree Dental 8960 Springbrook Drive NW Ste 150 Coon Rapids MN 55433 363411437 501(c)(3) 35000 Health Applied Behavioral Rehabilitation Institute Inc Homes for the Brave 655 Park Avenue Bridgeport CT 06604 061520511 501(c)(3) 30000 Homeless/Indigent/Crisis Intervention Audio Information Network of Colorado Radio Reading Service of the Rockies 1700 55th St Suite A Boulder CO 80301 841147123 501(c)(3) 12500 Rehabilitation & Therapeutic Brain Injury Services of Southwest Virginia 3904 Franklin Road Suite B Roanoke VA 24014 542011536 501(c)(3) 25000 Rehabilitation & Therapeutic Brooklyn Defender Services 177 Livingston Street 7th Floor Brooklyn NY 11201 113305406 501(c)(3) 40000 Legal Canyon Heroes PO Box 404 Ligonier PA 15658 454722882 501(c)(3) 10000 Rehabilitation & Therapeutic Caregiver Volunteers of Central Jersey Inc 67 Route 37 West 2nd Floor Riverwood Plaza 2 Toms River NJ 08755 223197568 501(c)(3) 15000 Rehabilitation & Therapeutic CASA Community Alternatives for Supportive Abodes 624 W Jones Street Raleigh NC 27603 561778714 501(c)(3) 45000 Homeless/Indigent/Crisis Intervention Center for Respite Care Inc 3550 Washington Avenue Cincinnati OH 45229 202544994 501(c)(3) 40000 Homeless/Indigent/Crisis Intervention Christopher Coffland Memorial Fund Inc Catch A Lift Fund 2066 York Rd Suite 201 Timonium MD 21093 273901149 501(c)(3) 60000 Health CincySmiles Foundation 635 W 7th St Suite 405 Cincinnati OH 45203 310537044 501(c)(3) 10000 Health Columbia Oral Health Clinic 3425 1/2 North Main Street Columbia SC 29203 571073100 501(c)(3) 10000 Health Community Outreach Inc 865 Reiman Avenue Corvallis OR 97330 930602094 501(c)(3) 10000 Homeless/Indigent/Crisis Intervention Creative Alternatives of New York 153 West 27th Street Suite 300 New York NY 10001 133204610 501(c)(3) 8000 Rehabilitation & Therapeutic DAV Department of Maine PO Box 3415 Augusta ME 04330 510169791 501(c)(4) 10500 Homeless/Indigent/Crisis Intervention DAV Department of Oklahoma 2311 N Central Ave STE 1000B Oklahoma City OK 73105 736112085 501(c)(4) 12000 Homeless/Indigent/Crisis Intervention DAV Department of Texas 1015 Lee Ave Lufkin TX 75901 756053959 501(c)(4) 58454 Homeless/Indigent/Crisis Intervention Disability Rights Advocates for Technology Segs4Vets 500 Fox Ridge Road St Louis MO 63131 550877645 501(c)(3) 100000 Health Disabled American Veterans 3725 Alexandria Pike Cold Spring KY 41076 310263158 501(c)(4) 35200 Homeless/Indigent/Crisis Intervention Disabled American Veterans 3725 Alexandria Pike Cold Spring KY 41076 310263158 501(c)(4) 1685490 Rehabilitation & Therapeutic Disabled American Veterans 3725 Alexandria Pike Cold Spring KY 41076 310263158 501(c)(4) 200000 Transportation Disabled American Veterans 3725 Alexandria Pike Cold Spring KY 41076 310263158 501(c)(4) 15000 Educational Disabled American Veterans 3725 Alexandria Pike Cold Spring KY 41076 310263158 501(c)(4) 137069 Advocacy/Awareness Disabled American Veterans National Service Foundation 3725 Alexandria Pike Cold Spring KY 41076 521516071 501(c)(4) 800000 Transportation Disabled American Veterans National Service Foundation 3725 Alexandria Pike Cold Spring KY 41076 521516071 501(c)(3) 2100 General Support Disabled Sports USA 451 Hungerford Drive Suite 100 Rockville MD 20850 946174016 501(c)(3) 25000 Rehabilitation & Therapeutic East Coast Assistance Dogs Inc dba Educated Canines Assisting with Disabi PO Box 831 Torrington CT 06097 061436718 501(c)(3) 19500 Rehabilitation & Therapeutic Family Housing Advisory Services Inc FHAS 2401 Lake Street Omaha NE 68111 470526720 501(c)(3) 20000 Homeless/Indigent/Crisis Intervention Fenwick Foundation 23 North Fenwick Street Arlington VA 222011015 274879033 501(c)(3) 10000 Rehabilitation & Therapeutic Food Bank of South Jersey 1501 John Tipton Boulevard Pennsauken NJ 08110 222623089 501(c)(3) 20000 Health Fort Bend Seniors Meals on Wheels and Much Much More 1330 Band Road Rosenberg TX 77471 741918313 501(c)(3) 75487 Health Goodwill Industries of Denver 6850 Federal Blvd Denver CO 80221 840405513 501(c)(3) 17000 Educational Guitars for Vets 4700 W Ryan Rd Franklin WI 53132 510662347 501(c)(3) 25000 Rehabilitation & Therapeutic Harbor Homes Inc 45 High Street Nashua NH 03060 020351932 501(c)(3) 20000 Homeless/Indigent/Crisis Intervention Intrepid Fallen Heroes Fund One Intrepid Square W 46th Street 12th Avenue New York NY 10036 200366717 501(c)(3) 1000000 Rehabilitation & Therapeutic Island Dolphin Care Inc 150 Lorelane Place Key Largo FL 33037 650728047 501(c)(3) 15000 Rehabilitation & Therapeutic Jannus Inc Friends in Action 1607 W Jefferson Street Boise ID 83702 816035382 501(c)(3) 10000 Health Joseph House Inc 1526 Republic St PO Box 14608 Cincinnati OH 45202 311383835 501(c)(3) 60000 Homeless/Indigent/Crisis Intervention La Puente Home Incorporated PO Box 1235 Alamosa CO 81101 742224631 501(c)(3) 6500 Homeless/Indigent/Crisis Intervention LifeCare Alliance 1699 West Mound Street Columbus OH 43223 314379494 501(c)(3) 25000 Health Linden Resources 750 South 23rd Street Arlington VA 22202 540660113 501(c)(3) 8000 Employment Mountain Resource Center Inc PO Box 425 11030 Kitty Drive Conifer CO 80433 841178699 501(c)(3) 30000 Homeless/Indigent/Crisis Intervention New York University Veterans Writing Workshop Lillian Vernon Creative Write 58 West 10th Street New York NY 10011 135562308 501(c)(3) 10000 Rehabilitation & Therapeutic One80 Place Crisis Ministries PO Box 20038 Charleston SC 29413 570789483 501(c)(3) 10000 Homeless/Indigent/Crisis Intervention Opportunity Center for the Homeless 1208 Myrtle El Paso TX 79901 742634199 501(c)(3) 14000 Homeless/Indigent/Crisis Intervention Project Healing Waters Fly Fishing Inc PO Box 695 La Plata MD 20646 611518154 501(c)(3) 25000 Rehabilitation & Therapeutic Project HOME 1515 Fairmount Ave Philadelphia PA 19130 232555950 501(c)(3) 10000 Homeless/Indigent/Crisis Intervention Quality of Life Foundation Inc 2750 Killarney Drive Suite 100 Woodbridge VA 22192 261820245 501(c)(3) 75000 Health Quantum Leap Farm Inc 10401 Woodstock Road Odessa FL 33556 593469464 501(c)(3) 25000 Rehabilitation & Therapeutic Rutgers University Foundation 7 College Avenue New Brunswick NJ 08901 237318743 501(c)(3) 50000 Homeless/Indigent/Crisis Intervention San Antonio Metropolitan Ministry Inc SAMMinistries 5254 Blanco Road San Antonio TX 78216 742285793 501(c)(3) 10000 Homeless/Indigent/Crisis Intervention Sentinels of Freedom Scholarship Foundation P O Box 1316 San Ramon CA 94583 208139201 501(c)(3) 20000 Homeless/Indigent/Crisis Intervention Society of St Vincent de Paul 420 W Watkins Rd PO Box 13600 Phoenix AZ 85002 860096789 501(c)(3) 15000 Homeless/Indigent/Crisis Intervention Soldiers Project 4605 Lankershim Blvd Suite 202 North Hollywood CA 91602 272815356 501(c)(3) 8000 Rehabilitation & Therapeutic St Patrick Center 800 North Tucker Boulevard St Louis MO 63101 431263499 501(c)(3) 11000 Homeless/Indigent/Crisis Intervention Talbert House 2600 Victory Parkway Cincinnati OH 45206 310942232 501(c)(3) 35500 Homeless/Indigent/Crisis Intervention Thresholds 4101 North Ravenswood Avenue Chicago IL 60613 362518901 501(c)(3) 20000 Homeless/Indigent/Crisis Intervention United Way of Broward County 1300 South Andrews Avenue Ansin Building Fort Lauderdale FL 33316 590624402 501(c)(3) 15000 Homeless/Indigent/Crisis Intervention University of Florida Foundation Center for Entrepreneurship and Innovation 1938 W University Avenue Gainesville FL 32603 590974739 501(c)(3) 30000 Educational Urban Ministries of Durham 410 Liberty Street PO Box 249 Durham NC 27702 581505891 501(c)(3) 15000 Homeless/Indigent/Crisis Intervention USA Cares Inc 562 B North Dixie Blvd Suite 3 Radcliff KY 40160 050588761 501(c)(3) 50000 Rehabilitation & Therapeutic USA Warriors Ice Hockey Program 14414 Sylvan Glade Dr North Potomac MD 20878 263110186 501(c)(3) 40000 Rehabilitation & Therapeutic Veteran Tickets Foundation Vet Tix 404 S Mill Ave Suite C-201 Tempe AZ 85281 262291955 501(c)(3) 25000 Rehabilitation & Therapeutic Veterans Leadership Program of Western Pennsylvania Inc 2934 Smallman Street Pittsburgh PA 15201 251434643 501(c)(3) 30000 Homeless/Indigent/Crisis Intervention Veterans Multi-Service & Education Center Philadelphia 213-217 North 4th Street Philadelphia PA 191068460 232764079 501(c)(3) 20000 Homeless/Indigent/Crisis Intervention Welcome Home Inc 1206 Rangeline Street Columbia MO 65201 431372690 501(c)(3) 10000 Rehabilitation & Therapeutic Wings of Hope Equitherapy 4200 CR 806 Cleburne TX 76031 752646324 501(c)(3) 45000 Rehabilitation & Therapeutic Wounded Warrior Outdoors Inc 1041 Crown Park Circle Winter Garden FL 34787 271453102 501(c)(3) 16586 Rehabilitation & Therapeutic 62 9 Part I, Line 2: 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. X 4 84456 Cost or selling price 0 0 1 0 Part I, Column (b): The number reported on Schedule M, Part I, Column b is the number of contributions. Form 990, Part III, Line 4: 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 Following completion of Form 990 by the Trust's tax preparer, the administrator and accountants review the return. Upon acceptance, the administrator mails a paper copy (or for those with e-mail an electronic version) 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 2016, 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 $26,018.16 in 2016 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: Difference in Accounting for CGA -10,954. Uncollectible Pledges -416,428. CGA Valuation Adjustment -848,755. Returned Prior Year Grant 8,332.