2016-07-21T15:06:09-05:00 2015-12-31 861065772 Deloitte Tax LLP 250 East Fifth Street Suite 1900 Cincinnati OH 45202 990 2015-01-01 521521276 Disabled American Veterans (DAV) Charitable Service Trust DISA 8594417300 3725 Alexandria Pike Cold Spring KY 410761712 David L Tannenbaum Secretary/Treasurer 8594417300 2016-07-21 1 Rebecca Lyons P01487105 5137847100 2015 2016-09-27 15:27:22Z Richard E Marbes 3725 Alexandria Pike Cold Spring KY 410761712 23377821 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 11 0 0 5589336 7052349 0 0 2548343 356945 0 0 8137679 7409294 6384064 6224085 0 0 0 0 0 0 89532 333405 405207 6717469 6629292 1420210 780002 24540545 24290375 4486045 4219980 20054500 20070395 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 6224085 6224085 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. 104210 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. 6328295 1 1 0 0 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 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AK AL 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 Shaffer 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 (8/15-12/15) 4.00 0.00 X 0 0 0 Ron F Hope Director (1/15-8/15) 4.00 0.00 X 0 0 0 George P Kanelos Director (8/15-12/15) 4.00 0.00 X 0 0 0 Moses A McIntosh Jr Director (8/15-12/15) 4.00 0.00 X 0 0 0 Eugene A Murphy Director (1/15-8/15) 4.00 0.00 X 0 0 0 Dennis R Nixon Director (1/15-8/15) 4.00 0.00 X 0 0 0 James E Sursely Director (1/15-8/15) 4.00 0.00 X 0 0 0 Denice T Williams Director (8/15-12/15) 4.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 1676900 5375449 150986 7052349 450236 450236 15875236 15968527 -93291 -93291 -93291 7409294 0 0 356945 6224085 6224085 6840 6840 29078 14539 14539 66090 66090 146503 76183 70320 30017 22513 1501 6003 34456 3732 29729 995 19371 1476 17895 3712 1856 1856 Grant Proposal Process 60094 60094 Registration Fees 9046 3672 5374 6629292 6328295 211465 89532 2163059 1984991 271986 275616 450 43535 4431 3140 25515 4983 0 45362 21982564 21919842 47178 58268 24540545 24290375 194117 268737 4291928 3951243 4486045 4219980 X 20054500 20070395 20054500 20070395 24540545 24290375 X 780002 -359750 -404357 X 0 1 X 1 0 X 6200987 5504449 9541027 5589336 7052349 33888148 6200987 5504449 9541027 5589336 7052349 33888148 3662896 30225252 215477 229741 322445 377032 450236 1594931 35483079 0.85180 0.84080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6629292 6629292 481465 120366 0 0 367134 498224 485873 481465 1832696 2749044 91784 124556 121468 120366 458174 687261 0 Annuity Payment Liability 3951243 3951243 6938847 -404357 -404357 7343204 66090 66090 7409294 6563202 0 6563202 66090 66090 6629292 Part XI, Line 2d - Other Adjustments: Uncollectible Pledges -401,102. Difference in Accounting for Charitable Gift Annuities -3,255. 1 Abilities Inc of Florida dba Service Source 1700 55th St Suite A Boulder CO 80301 590874493 501(c)(3) 8000 Employment Achilles International dba Achilles Track Club 42 W 38th St Ste 400 New York NY 10018 133318293 501(c)(3) 35000 Rehabilitation & Therapeutic Adaptive Adventures 1315 Nelson St Unit 1 Lakewood CO 80215 841512653 501(c)(3) 100000 Rehabilitation & Therapeutic Advocates for Basic Legal Equality 525 Jefferson Ave Suite 300 Toldeo OH 43604 237376131 501(c)(3) 20000 Counseling & Claims Filing Assistance Alachua County Organization for Rural Needs Inc 23320 N State Rd 235 Brooker FL 32622 591627845 501(c)(3) 25000 Health ALS Association Greater Philadelphia Chapter 321 Norristown Rd Suite 260 Ambler PA 19002 232387205 501(c)(3) 10000 Health Apple Tree Dental 8960 Springbrook Dr NW Ste 160 Minneapolis MN 06604 363411437 501(c)(3) 35000 Health Artsteam Inc 620 Pershing Dr Silver Spring MD 20910 371516235 501(c)(3) 15000 Rehabilitation & Therapeutic Bobby Dodd Institute 2120 Marietta Blvd NW Atlanta GA 30318 581847107 501(c)(3) 10000 Employment Boulder Crest Retreat for Military and Veteran Wellness 18370 Bluemont Village Lane Bluemont VA 20135 273228310 501(c)(3) 89000 Rehabilitation & Therapeutic Break the Barriers Inc 8555 N Cedar Fresno CA 93720 770106437 501(c)(3) 30000 Rehabilitation & Therapeutic Catholic Charities and Community Services of the Archdiocese of Denver Inc 4045 Pecos St Denver CO 80211 840686679 501(c)(3) 8000 Homeless/Indigent/Crisis Intervention Catholic Charities of the Archdiocese of Chicago 721 N LaSalle Dr Chicago IL 60654 362170821 501(c)(3) 15000 Homeless/Indigent/Crisis Intervention Center for Life Management Mental Health Center for Southern New Hampshire 10 Tsienneto Rd Derry NH 03038 020301530 501(c)(3) 30000 Rehabilitation & Therapeutic Center for Respite Care Inc PO Box 29137 3550 Washington Ave Cincinnati OH 45229 202544994 501(c)(3) 20000 Homeless/Indigent/Crisis Intervention Child & Family Services of Yuma Inc 257 S 3rd Ave Yuma AZ 85364 860654864 501(c)(3) 18000 Homeless/Indigent/Crisis Intervention Comitis Crisis Center Inc 2178 Victor St Aurora CO 80045 742348147 501(c)(3) 30000 Health Community Alternatives for Supportive Abodes 624 W Jones St Raleigh NC 27605 561778714 501(c)(3) 30528 Homeless/Indigent/Crisis Intervention Community Hope Inc 959 Rt 46 E Suite 402 Parsippany NJ 07054 222647034 501(c)(3) 50000 Homeless/Indigent/Crisis Intervention Creative Alternatives of New York 153 W 27th St Suite 300 New York NY 10001 133204610 501(c)(3) 6000 Rehabilitation & Therapeutic Disability Advocates of Kent County 3600 Camelot Dr SE Grand Rapids MI 49546 383114474 501(c)(3) 25000 Health Disability Rights Advocates for Technology 500 Fox Ridge Rd St Louis MO 63131 550877645 501(c)(3) 200000 Health Disabled American Veterans 3725 Alexandria Pike Cold Spring KY 41076 310263158 501(c)(4) 738090 Rehabilitation & Therapeutic Disabled American Veterans 3725 Alexandria Pike Cold Spring KY 41076 310263158 501(c)(4) 1173000 Employment Disabled American Veterans 3725 Alexandria Pike Cold Spring KY 41076 310263158 501(c)(4) 29823 Transportation Disabled American Veterans 3725 Alexandria Pike Cold Spring KY 41076 310263158 501(c)(4) 50000 Counseling & Claims Filing Assistance Disabled American Veterans DAV National Service & Legislative Headquarters 807 Maine Ave SW Washington DC 20024 310263158 501(c)(4) 10000 Educational Disabled American Veterans - Department of Maine PO Box 3415 Augusta ME 04330 510169791 501(c)(4) 14000 Homeless/Indigent/Crisis Intervention Disabled American Veterans - Dewey Powell #12 13580 Springlake Rd Klamath Falls OR 97603 936033090 501(c)(4) 13176 Homeless/Indigent/Crisis Intervention Disabled American Veterans - Veterans City #68 PO Box 25 Branson MO 65615 320392601 501(c)(4) 5800 Transportation Disabled American Veterans National Service Foundation 3725 Alexandria Pike Cold Spring KY 41076 521516071 501(c)(4) 801000 Transportation Disabled Sports USA 451 Hungerford Dr Ste 100 Rockville MD 20850 946174016 501(c)(3) 25000 Rehabilitation & Therapeutic Family Services Inc 610 E Diamond Ave Gaithersburg MD 20877 520730225 501(c)(3) 25500 Rehabilitation & Therapeutic Food & Friends Inc 219 Riggs Rd NE Washington DC 20011 521648941 501(c)(3) 25000 Health Food Bank of Delaware 14 Garfield Way Newark DE 19713 510258984 501(c)(3) 9000 Employment Food Bank of South Jersey 1501 John Topton Boulevard Pennsauken NJ 08110 222623089 501(c)(3) 15000 Health Gary Sinise Foundation 1901 Ave of the Stars Ste 1050 Los Angeles CA 90067 800587086 501(c)(3) 500000 Rehabilitation & Therapeutic Guitars for Vets 4700 W Ryan Rd Franklin WI 53132 510662234 501(c)(3) 25000 Rehabilitation & Therapeutic Habitat for Humanity San FernandoSanta Clara Valleys 21031 Ventura Blvd Ste 610 Woodland Hills CA 91364 954290935 501(c)(3) 25000 Rehabilitation & Therapeutic Home Front Cares 1120 N Circle Dr Ste 7 Colorado Springs CO 80909 200564493 501(c)(3) 12000 Homeless/Indigent/Crisis Intervention Hospital Hospitality House of Richmond dba The Doorways 612 E Main St Richmond VA 23219 541240348 501(c)(3) 8000 Health HVAF of Indiana Inc dba Hoosier Veterans Assistance Foundation Inc 964 N Pennsylvania St Indianapolis IN 46204 351890547 501(c)(3) 50000 Homeless/Indigent/Crisis Intervention La Puente Home Incorporated PO Box 1235 Alamosa CO 81101 742224631 501(c)(3) 6500 Homeless/Indigent/Crisis Intervention Make A Home Foundation Inc 23 Commerical St Waterbury CT 06702 272932637 501(c)(3) 7500 Homeless/Indigent/Crisis Intervention Mental Health America of Greater Houston Inc 2211 Norfolk Ste 810 Houston TX 77098 741272394 501(c)(3) 25000 Rehabilitation & Therapeutic Mental Health Association of Montgomery County 1000 Twinbrook Parkway Rockville MD 20851 520681147 501(c)(3) 10000 Homeless/Indigent/Crisis Intervention Military Assistance Project 2005 Market St Ste 3500 Philadelphia PA 19103 454154294 501(c)(3) 13800 Counseling & Claims Filing Assistance Minnesota Assistance Council for Veterans 360 Robert St N Ste 306 Saint Paul MN 55101 411694717 501(c)(3) 20000 Homeless/Indigent/Crisis Intervention Mt Carmel Health Wellness and Community Center 530 Communication Circle Colorado Springs CO 80905 273546373 501(c)(3) 16105 Rehabilitation & Therapeutic National Education for Assistance Dog Services Inc NEADS National Campus 305 Redemption Rock Trail S Pinceton MA 01541 237281887 501(c)(3) 45000 Rehabilitation & Therapeutic New York Legal Assistance Group Inc 7 Hanover Sq 18th Fl New York NY 10004 133505428 501(c)(3) 100000 Counseling & Claims Filing Assistance NewView Oklahoma dba Oklahoma League for the Blind 501 N Douglas Ave Oklahoma City OK 73106 730592386 501(c)(3) 15000 Educational Oklahoma State University Foundation 400 S Monroe Stillwater OK 74074 736097060 501(c)(3) 15000 Employment Osceola Council on Aging Inc 700 Generation Pt Kissimmee FL 34744 591595398 501(c)(3) 10000 Homeless/Indigent/Crisis Intervention Our Military Kids Inc 6861 Elm St Ste 2A McLean VA 22101 562483648 501(c)(3) 100000 Rehabilitation & Therapeutic Outward Bound Inc 381 Baltic St Brooklyn NY 11201 042375956 501(c)(3) 30000 Rehabilitation & Therapeutic Paws and Stripes PO Box 46253 Rio Rancho NM 87174 272908352 501(c)(3) 15000 Rehabilitation & Therapeutic Pentagon Federal Credit Union Foundation dba PenFed Foundation 2930 Eisenhower Ave 6th Fl Alexandria VA 22314 542062271 501(c)(3) 250000 Rehabilitation & Therapeutic Phoenix Programs Inc 90 E Lesile Lane Columbia MO 65202 431047634 501(c)(3) 10000 Homeless/Indigent/Crisis Intervention Quantum Leap Farm Inc 10401 Woodstock Rd Odessa FL 33556 593469464 501(c)(3) 20000 Rehabilitation & Therapeutic Recovery Resource Council dba The Council 2700 Airport Freeway Forth Worth TX 76111 756005093 501(c)(3) 20000 Rehabilitation & Therapeutic Rush University Medical Center 1700 W Van Buren St Ste 250 Chicago IL 60612 362174823 501(c)(3) 50000 Employment Ruth Meiers Hospitality House 110 E Bvld Ave Bismark ND 58501 363531940 501(c)(3) 50000 Homeless/Indigent/Crisis Intervention San Antonio Metropolitan Ministry Inc dba SAMMinistries 5254 Blanco Rd San Antonio TX 78216 742285793 501(c)(3) 10000 Homeless/Indigent/Crisis Intervention Share Your Care Adult Day Services Inc 2651 Pan American Freeway NE Ste A Albuquerque NM 87107 850237569 501(c)(3) 6500 Rehabilitation & Therapeutic Southern Maine Agency on Aging 136 US Rt One Scarborough ME 04106 010360259 501(c)(3) 8500 Homeless/Indigent/Crisis Intervention St Patrick Center 800 N Tucker Blvd St Louis MO 63101 431263499 501(c)(3) 8000 Homeless/Indigent/Crisis Intervention Swords to Plowshares 1060 Howard Street San Francisco CA 94103 942260626 501(c)(3) 15000 Homeless/Indigent/Crisis Intervention Therapeutic Riding of Tuscon Inc 8920 E Woodland Rd Tucson AZ 85749 860329294 501(c)(3) 12000 Rehabilitation & Therapeutic Thresholds 4101 N Ravenswood Ave Chicago IL 60613 362518901 501(c)(3) 20000 Homeless/Indigent/Crisis Intervention University of Cincinnati Foundation 9555 Plainfield Rd Blue Ash OH 45236 310896555 501(c)(3) 10000 Educational University of Connecticut Foundation Inc 2390 Alumni Dr Ste 3206 Storrs CT 06269 066070722 501(c)(3) 17500 Employment USA Warriors Ice Hockey Program 14414 Sylvan Glade Dr North Potomac MD 20878 263110186 501(c)(3) 40000 Rehabilitation & Therapeutic Veteran Tickets Foundation 404 S Mill Ave Ste C-201 Tempe AZ 85281 262291955 501(c)(3) 10000 Rehabilitation & Therapeutic Veterans Multi-Service Center dba Philadelphia Veterans Multi-Service & Edu 213-217 N 4th St Philadelphia PA 19106 232764079 501(c)(3) 20000 Homeless/Indigent/Crisis Intervention Vietnam Veterans Memorial Fund 2600 Virginia Ave NW Ste 104 Washington DC 20037 521149668 501(c)(3) 15000 Educational Vietnam Veterans Workshop Inc dba New England Center for Homeless Veteran 17 Ct St Boston MA 02108 043007211 501(c)(3) 15000 Homeless/Indigent/Crisis Intervention Volunteers of America Dakotas 1309 W 51st St Box 89306 Sioux Falls SD 57109 237353508 501(c)(3) 6000 Homeless/Indigent/Crisis Intervention Warrior Canine Connection Inc 23222 George Ave Brookeville MD 20833 452981579 501(c)(3) 100000 Rehabilitation & Therapeutic Wheels of Success 5420 W Cypress St Tampa FL 33607 562372792 501(c)(3) 7500 Transportation President and Fellows of Harvard College Office for Sponsored Programs Holyoke Center Suite 600 1350 Massa Cambridge MA 02138 042103580 501(c)(3) 675000 Counseling & Claims Filing Assistance 72 5 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 6 150986 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 A, line 4 In 2015, the Trust's bylaws and policies were revised. There were six (6) primary modifications to the bylaws which included: 1) the deletion of the corporate purposes section; 2) the specification of the DAV officers, employees, and/or directors which may serve on the Board; 3) the replacement of language deemed outdated for standard procedures; 4) the reaffirmation of the nature of officer duties; 5) the addition of a section describing the Foundation's relationship with DAV; and 6) the renaming of Chairman and Vice Chairman positions to reflect President and Vice President. Form 990, Part VI, Section B, line 11 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 2015, 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 $25,162.67 in 2015 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 Charitable Gift Annuities -3,255. Uncollectable Pledges -401,102.