NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION (EIN 53-0116355)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-05-14
IRS object ID: 201541349349307519
Schema version: 2014v5.0
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-05-14T16:07:26-05:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	271235638	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MOUNTJOY CHILTON MEDLEY LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	462 S FOURTH ST SUITE 2600	AddressLine1Txt
City	LOUISVILLE	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	402023445	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2014-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	530116355	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NATIONAL SOCIETY OF THE SONS OF THE	BusinessNameLine1Txt
Business Name Line2	AMERICAN REVOLUTION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	NATI	BusinessNameControlTxt
Phone	5025891776	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	809 WEST MAIN STREET	AddressLine1Txt
City	LOUISVILLE	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40202	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DON SHAW	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	5025891776	PhoneNum
Signature	2015-05-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	REBECCA L PHILLIPS CPA	PreparerPersonNm
PTIN	P00024055	PTIN
Phone	5027491900	PhoneNum

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Principal Officer	DON SHAW	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	809 WEST MAIN STREET	AddressLine1Txt
City	LOUISVILLE	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40202	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$4,493,540	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Group Exemption	0690	GroupExemptionNum
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SAR.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1906	FormationYr
Legal Domicile State	DC	LegalDomicileStateCd
Activity Or Mission	TO EDUCATE THE PUBLIC ABOUT THE AMERICAN REVOLUTION AND FOSTER PATRIOTISM.	ActivityOrMissionDesc
Voting Members Governing Body	97	VotingMembersGoverningBodyCnt
Voting Members Independent	97	VotingMembersIndependentCnt
Total Employee	25	TotalEmployeeCnt
Total Volunteers	350	TotalVolunteersCnt
Total Gross UBI	$29,893	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$3,352,889	PYContributionsGrantsAmt
CY Contributions Grants	$1,568,011	CYContributionsGrantsAmt
PY Program Service Revenue	$327,249	PYProgramServiceRevenueAmt
CY Program Service Revenue	$327,758	CYProgramServiceRevenueAmt
PY Investment Income	$55,573	PYInvestmentIncomeAmt
CY Investment Income	$986,785	CYInvestmentIncomeAmt
PY Other Revenue	$155,357	PYOtherRevenueAmt
CY Other Revenue	$158,665	CYOtherRevenueAmt
PY Total Revenue	$3,891,068	PYTotalRevenueAmt
CY Total Revenue	$3,041,219	CYTotalRevenueAmt
PY Grants And Similar Paid	$2,578	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,143,543	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$864,350	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$905,270	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$749,090	PYOtherExpensesAmt
CY Other Expenses	$902,182	CYOtherExpensesAmt
PY Total Expenses	$1,616,018	PYTotalExpensesAmt
CY Total Expenses	$2,950,995	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,275,050	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$90,224	CYRevenuesLessExpensesAmt
Total Assets BOY	$13,532,443	TotalAssetsBOYAmt
Total Assets EOY	$14,498,480	TotalAssetsEOYAmt
Total Liabilities BOY	$376,618	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,402,958	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$13,155,825	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$13,095,522	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO EDUCATE THE MEMBERSHIP AND THE GENERAL PUBLIC ABOUT THE AMERICAN REVOLUTION AND ITS PATRIOTS AND TO FOSTER PATRIOTISM AND APPRECIATION OF AMERICAN FREEDOMS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$500,761	ExpenseAmt
Revenue	$331,412	RevenueAmt
Desc	GENEALOGY VALIDATION - EVALUATE AND AUTHENTICATE CURRENT GENEALOGICAL RESEARCH AND DOCUMENTATION FOR USE BY FUTURE GENERATIONS. TRAIN MEMBERS AND OTHERS IN GENEALOGICAL RESEARCH METHODS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$350,343	ExpenseAmt
Revenue	$32,895	RevenueAmt
Desc	SAR MAGAZINE- PUBLISHED QUARTERLY. ARTICLES DEAL WITH AMERICA'S HERITAGE AND PATRIOTISM. PURPOSE IS EDUCATIONAL AND INFORMATIONAL.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$1,416,040	ExpenseAmt
Grant	$1,143,543	GrantAmt
Revenue	$2,313	RevenueAmt
Desc	GENEALOGICAL LIBRARY AND MUSEUM- DISPLAY WORKS OF ART, MEMORABILIA, BOOKS, PERIODICALS, AND OTHER DOCUMENTS AND COLLECTIONS TO EDUCATE THE MEMBERSHIP AND GENERAL PUBLIC.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmt	DescDesc	RevenueRevenueAmt
$112,405	ORATIONS, ESSAY, AND OTHER AWARDS SPONSORED TO PROMOTE THE DEVELOPMENT OF PATRIOTISM IN THE ADULTS AND YOUTH OF THE COUNTRY.
$340,812	OUTREACH EDUCATION - SUPPORT MEMBER ACTIVITIES WITHIN THE EDUCATION COMMUNITY AND PROVIDE RESOURCES, ALONG WITH IMPLEMENTATION, THAT INCLUDE EDUCATIONAL PROGRAMS AND HANDS ON ACTIVITIES. ALSO CONDUCTS THE ANNUAL CONFERENCE ON THE AMERICAN REVOLUTION.	$87,819

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$453,217	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$87,819	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$2,720,361	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	9	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	25	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	97	GoverningBodyVotingMembersCnt
Independent Voting Member	97	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	Yes (1)	LocalChaptersInd
Policies Reference Chapters	Yes (1)	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ORGANIZATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5025891776	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	809 WEST MAIN STREET	AddressLine1Txt
City	LOUISVILLE	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40202	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (156 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
LINDSEY COOK BROCK
PRESIDENT GENERAL 14-15	30.00	3.00	Yes (X)	Yes (X)	$0	$0	$0
JUDGE THOMAS EUGENE LAWRENCE
SECRETARY GENERAL 14-15	15.00	3.00	Yes (X)	Yes (X)	$0	$0	$0
J MICHEAL TOMME SR
TREASURER GENERAL 14-15	15.00	3.00	Yes (X)	Yes (X)	$0	$0	$0
JOHN LINSON DODD
CHANCELLOR GENERAL 14-15	5.00		Yes (X)	Yes (X)	$0	$0	$0
COL LARRY PATRICK CORNWELL
GENEALOGIST GENERAL 13-14	15.00		Yes (X)	Yes (X)	$0	$0	$0
JOHN D SINKS
GENEALOGIST GENERAL 14-15	15.00		Yes (X)	Yes (X)	$0	$0	$0
ROBERT FORREST TOWNS
HISTORIAN GENERAL	5.00		Yes (X)	Yes (X)	$0	$0	$0
MICHAEL CHARLES WELLS
LIBRARIAN GENERAL 13-14	10.00		Yes (X)	Yes (X)	$0	$0	$0
C BRUCE PICKETTE
LIBRARIAN GENERAL 14-15	20.00		Yes (X)	Yes (X)	$0	$0	$0
LARRY T GUZY
REGISTRAR GENERAL 14-15	10.00		Yes (X)	Yes (X)	$0	$0	$0
DR ABRAHAM RUDDELL BYRD III
SURGEON GENERAL	5.00		Yes (X)	Yes (X)	$0	$0	$0
DR EDWARD PAUL RIGEL SR
SURGEON GENERAL 14-15	20.00		Yes (X)	Yes (X)	$0	$0	$0
RT REV LOUIS VICTOR CARLSON JR OST
CHAPLAIN GENERAL 13-14	1.00		Yes (X)	Yes (X)	$0	$0	$0
REV DR RANDY D MOODY
CHAPLAIN GENERAL 14-15	10.00		Yes (X)	Yes (X)	$0	$0	$0
WARREN M ALTER
INSPECTOR GENERAL 14-15	2.00		Yes (X)	Yes (X)	$0	$0	$0
COL RONALD EDWARD MCROBERTS
VICE PRESIDENT GENERAL 13-14	2.00		Yes (X)	Yes (X)	$0	$0	$0
EUGENE DAVID MELVIN
VICE PRESIDENT GENERAL 13-14	2.00		Yes (X)	Yes (X)	$0	$0	$0
FRANK MICHAEL MCGONIGLE
VICE PRESIDENT GENERAL 13-14	2.00		Yes (X)	Yes (X)	$0	$0	$0
JAMES ANDREW MOROCK SR MD
VICE PRESIDENT GENERAL 13-14	2.00		Yes (X)	Yes (X)	$0	$0	$0
JAMES TILLMAN JONES
VICE PRESIDENT GENERAL 13-14	2.00		Yes (X)	Yes (X)	$0	$0	$0
JOSEPH CHARLES CONGER
VICE PRESIDENT GENERAL 13-14	2.00		Yes (X)	Yes (X)	$0	$0	$0
LANCE CARTER
VICE PRESIDENT GENERAL 13-14	2.00		Yes (X)	Yes (X)	$0	$0	$0
LT COL H CHARLES BROWN
VICE PRESIDENT GENERAL 13-14	2.00		Yes (X)	Yes (X)	$0	$0	$0
REV DR RANDY DWIGHT MOODY
VICE PRESIDENT GENERAL 13-14	2.00		Yes (X)	Yes (X)	$0	$0	$0
ROBERT DOWNING EBERT
VICE PRESIDENT GENERAL 13-14	2.00		Yes (X)	Yes (X)	$0	$0	$0
SCOTT CARLTON SHEWMAKER
VICE PRESIDENT GENERAL 13-14	2.00		Yes (X)	Yes (X)	$0	$0	$0
STEPHEN MATTHEW BALDWIN
VICE PRESIDENT GENERAL 13-14	2.00		Yes (X)	Yes (X)	$0	$0	$0
WARREN MCCLURE ALTER
VICE PRESIDENT GENERAL 13-14	2.00		Yes (X)	Yes (X)	$0	$0	$0
WILLIAM GENE TETER
VICE PRESIDENT GENERAL 13-14	2.00		Yes (X)	Yes (X)	$0	$0	$0
AARON CHARLES KREBS AF
VICE PRESIDENT GENERAL 14-15	2.00		Yes (X)	Yes (X)	$0	$0	$0
COL PETER K GOEBEL
VICE PRESIDENT GENERAL 14-15	2.00		Yes (X)	Yes (X)	$0	$0	$0
COMTE JACQUES DE TRENTINIAN
VICE PRESIDENT GENERAL 14-15	2.00		Yes (X)	Yes (X)	$0	$0	$0
DAVID T MANN
VICE PRESIDENT GENERAL 14-15	2.00		Yes (X)	Yes (X)	$0	$0	$0
DOUGLAS T COLLINS
VICE PRESIDENT GENERAL 14-15	2.00		Yes (X)	Yes (X)	$0	$0	$0
GEORGE DAVID THOMPSON
VICE PRESIDENT GENERAL 14-15	2.00		Yes (X)	Yes (X)	$0	$0	$0
HON RICK D HOLLIS
VICE PRESIDENT GENERAL 14-15	2.00		Yes (X)	Yes (X)	$0	$0	$0
JAMES MORRIS LINDLEY
VICE PRESIDENT GENERAL 14-15	2.00		Yes (X)	Yes (X)	$0	$0	$0
JAMES TILLMAN JONES
VICE PRESIDENT GENERAL 14-15	2.00		Yes (X)	Yes (X)	$0	$0	$0
JOHN THOMAS PARSONS
VICE PRESIDENT GENERAL 14-15	2.00		Yes (X)	Yes (X)	$0	$0	$0
JOHN THOMAS SHOWLER
VICE PRESIDENT GENERAL 14-15	2.00		Yes (X)	Yes (X)	$0	$0	$0
LT COL JOE E HARRIS JR
VICE PRESIDENT GENERAL 14-15	2.00		Yes (X)	Yes (X)	$0	$0	$0
LTC COL DOUGLAS MCDONALD WOOD
VICE PRESIDENT GENERAL 14-15	2.00		Yes (X)	Yes (X)	$0	$0	$0
MARK C ANTHONY
VICE PRESIDENT GENERAL 14-15	2.00		Yes (X)	Yes (X)	$0	$0	$0
STEPHEN R RENOUF
VICE PRESIDENT GENERAL 14-15	2.00		Yes (X)	Yes (X)	$0	$0	$0
WM ANTHONY TONY ROBINSON
VICE PRESIDENT GENERAL 14-15	2.00		Yes (X)	Yes (X)	$0	$0	$0
WILLIAM C GIST JR
PRESIDENT GENERAL 95-96	1.00		Yes (X)	Yes (X)	$0	$0	$0
PROF CARL K HOFFMANN
PRESIDENT GENERAL 97-98	1.00		Yes (X)	Yes (X)	$0	$0	$0
HOWARD FRANKLYN HORNE JR
PRESIDENT GENERAL 99-00	1.00		Yes (X)	Yes (X)	$0	$0	$0
LARRY DUNCAN MCCLANAHAN
PRESIDENT GENERAL 01-02	10.00		Yes (X)	Yes (X)	$0	$0	$0
RAYMOND GERALD MUSGRAVE
PRESIDENT GENERAL 03-04	1.00		Yes (X)	Yes (X)	$0	$0	$0
HENRY N MCCARL PHD
PRESIDENT GENERAL 04-05	1.00		Yes (X)	Yes (X)	$0	$0	$0
ROLAND GRANVILLE DOWNING PHD
PRESIDENT GENERAL 05-06	1.00		Yes (X)	Yes (X)	$0	$0	$0
NATHAN EMMETT WHITE JR
PRESIDENT GENERAL 06-07	1.00		Yes (X)	Yes (X)	$0	$0	$0
GEN BRUCE A WILCOX
PRESIDENT GENERAL 07-08	1.00		Yes (X)	Yes (X)	$0	$0	$0
COL DAVID NELS APPLEBY
PRESIDENT GENERAL 08-09	1.00		Yes (X)	Yes (X)	$0	$0	$0
HON EDWARD FRANKLYN BUTLER SR
PRESIDENT GENERAL 09-10	1.00		Yes (X)	Yes (X)	$0	$0	$0
JAMES DAVID SYMPSON
PRESIDENT GENERAL 10-11	5.00	5.00	Yes (X)	Yes (X)	$0	$0	$0
LARRY JOHN MAGERKURTH
PRESIDENT GENERAL 11-12	1.00	20.00	Yes (X)	Yes (X)	$0	$0	$0
STEPHEN ARTHUR LEISHMAN
PRESIDENT GENERAL 12-13	1.00	1.00	Yes (X)	Yes (X)	$0	$0	$0
JOSEPH WILLIAM DOOLEY
PRESIDENT GENERAL 13-14	35.00	5.00	Yes (X)	Yes (X)	$0	$0	$0
TIMOTHY EDWARD WARD
EXECUTIVE COMMITTEE 13-14	10.00		Yes (X)	Yes (X)	$0	$0	$0
MARK S BRENNAN SR
EXECUTIVE COMMITTEE 13-14	10.00		Yes (X)	Yes (X)	$0	$0	$0
JOHN THOMAS MANNING MED
EXECUTIVE COMMITTEE 13-14	1.00		Yes (X)		$0	$0	$0
DAVIS LEE WRIGHT ESQ
EXECUTIVE COMMITTEE 14-15	5.00		Yes (X)	Yes (X)	$0	$0	$0
WILLIAM OLIVER STONE
EXECUTIVE COMMETTEE 14-15	25.00		Yes (X)	Yes (X)	$0	$0	$0
NATHAN EMMETT WHITE JR
EXECUTIVE COMMETTEE 14-15	3.00		Yes (X)	Yes (X)	$0	$0	$0
STEPHEN R RENOUF
EXECUTIVE COMMETTEE 14-15	5.00		Yes (X)	Yes (X)	$0	$0	$0
DR SAMUEL C POWELL
EXECUTIVE COMMITTEE 14-15	5.00	25.00	Yes (X)	Yes (X)	$0	$0	$0
C LOUIS RABORG JR
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
CDR GERALD PAGE BRENT USN
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
CHARLES DAVID BETZNER PHD
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
CHARLES NEWTON DAMMANN
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
CLIFFORD CHARLES OLSEN II
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
COL PETER KILIAN GOEBEL
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
CURTIS WILSON POSEY JR
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
DAVIS LEE WRIGHT ESQ
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
DONALD M STEARNS
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
DOUGLAS BRANTLEY DOSTER
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
DR EDWARD PAUL RIGEL SR
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
DR PHILIP GARY PETTETT
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
EUGENE DAVID MELVIN
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
GEORGE DAVID THOMPSON
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
HARRY DAVID GEIMEIER
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
HENRY PHILLIPS WILLIAMS III PHD
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
JOHN THOMAS PARSONS
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
KEITH LAWRENCE BIGBEE
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
LTC HERMAN CHARLES BROWN USMC RET
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
LTC PAUL ROBERT CALLANAN RET
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
MARTINUS JOHN DYRUD
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
PRES GEN LARRY DUNCAN MCCLANAHAN
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
RALPH LYNN ERICKSON
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
RICHARD DANA BROCKWAY
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
ROBERT ALLEN WAGEL USAF
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
ROBERT M CLARK JR
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
RONALD ALLEN STEFFENSMEIER
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
STEVEN ALLEN WILLIAMS BS
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
STEVEN ROBERT KELLEY
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
THOMAS ADAMS WELLBORN
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
WILLIAM HARRY LEES
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
WILLIAM J MCKIM
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
WILLIAM OLIVER HINDS SR
TRUSTEE 13-14	1.00		Yes (X)		$0	$0	$0
ALAN MCCULLOUGH
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
BRIAN IRWIN WORCESTER
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
CARROLL LOGAN CROWTHER
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
CHAP MARVIN KERON VICKERS JR
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
CHARLES LEROY CHILDS
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
COL ERNEST LORAN SUTTON
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
COLIN DOUGLAS WAKEFIELD
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
COMTE JACQUES DE TRENTINIAN
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
DAVID LEROY COOMER
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
DOUGLAS MATHER MABEE
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
DR ABRAHAM RUDDELL BYRD III
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
FRANKLIN J APPL PHD
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
FREDERICK ARTHUR WALDEN
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
GEORGE RUSSELL RUCH
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
GLENN PAUL SAPPIE
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
HON JAMES EDWARD STALLINGS SR
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
JAMES MORRIS LINDLEY
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
JAMES STEPHEN HURST
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
JEFFREY EUGENE BRUMMETTE
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
JOHN ARTHUR MOLLER
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
JOHN CARROLL ELLINGSON SR
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
JOHN EDGAR SPEAR
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
JOHN THOMAS MANNING MED
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
JOSEPH CHARLES CONGER
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
JOSEPH PATRICK WARNER
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
KENNETH DUANE ROACH
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
KENT SHEPARD WEBBER
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
LANCE CARTER
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
LANCE DAVID EHMCKE
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
MICHAEL ELLIS FISHBEIN
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
MICHAEL EUGENE BARGER
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
MICHAEL PERRY SCHENK
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
MSGT TONY LEE VETS
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
PAUL LORIN CHILD DDS
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
PETER ARROTT DIXON
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
PETER KENNETH MOLLER
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
PHILLIP HERBERT TARPLEY
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
REV DR RALPH ALAN LAWRENCE
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
RICHARD TODD BRYANT ESQ
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
RICHARD WARREN SAGE
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
ROBERT ANTHONY BOGARDUS
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
ROBERT DOUGLAS WARREN
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
ROBERT DOWNING EBERT
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
ROBERT WARREN ALLEN
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
SIDNEY CLIFFORD JR
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
STEPHEN ROBERT RENOUF
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
STEPHEN WALTER ROHRBOUGH
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
THOMAS ASHER BROWN
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
THOMAS CHARLES COCHRAN
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
THOMAS EDWIN GEIMEIER
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
WAYNE HOWARD MALLAR
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
WILLIAM OLIVER STONE
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
WILLIAM WESLEY TANNER
TRUSTEE 14-15	1.00		Yes (X)		$0	$0	$0
DONALD SHAW
EXECUTIVE DIRECTOR	35.00	5.00		Yes (X)	$91,860	$0	$7,805
MARY BUTTS
DIRECTOR OF FINANCE	35.00	5.00		Yes (X)	$44,915	$0	$6,904

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$136,775	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$14,709	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
AL POST INC
11301 DECIMAL DRIVE	LOUISVILLE	KY	40299	GENERAL CONTRACTOR	$815,540
SOLID LIGHT
438 SOUTH THIRD STREET	LOUISVILLE	KY	40202	EXHIBIT PLANNING	$375,000
VESTED PUBLISHING LLC
PO BOX 559	FRANKFORT	KY	40602	MAGAZINE PUBLISHING	$163,200

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt
Membership Dues	$907,331	MembershipDuesAmt
Related Organizations	$501,320	RelatedOrganizationsAmt
All Other Contributions	$159,360	AllOtherContributionsAmt
Noncash Contributions	$2,297	NoncashContributionsAmt
Total Contributions	$1,568,011	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSION FEES	900099	$232,947	$232,947
SUPPLEMENTAL FEES	900099	$72,915	$72,915
COPYING FEES	900009	$14,101	$14,101
EDUCATION FEES	900099	$5,184	$5,184
LIBRARY FEES	900099	$2,135	$2,135

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$476	TotalRevenueColumnAmt
Related Or Exempt Func Income	$476	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$327,758	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$34,301	TotalRevenueColumnAmt
Exclusion	$34,301	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,091	TotalRevenueColumnAmt
Exclusion	$2,091	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$876,757	SecuritiesAmt
Other	$1,138,000	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$658,308	SecuritiesAmt
Other	$403,965	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$218,449	SecuritiesAmt
Other	$734,035	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$952,484	TotalRevenueColumnAmt
Exclusion	$952,484	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$516,729	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$390,048	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$126,681	TotalRevenueColumnAmt
Related Or Exempt Func Income	$126,681	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MAGAZINE ADVERTISING	Desc
Business	541800	BusinessCd
Total Revenue Column	$29,893	TotalRevenueColumnAmt
Unrelated Business Revenue	$29,893	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$29,893	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,041,219	TotalRevenueColumnAmt
Related Or Exempt Func Income	$454,439	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$29,893	UnrelatedBusinessRevenueAmt
Exclusion	$988,876	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,143,543	TotalAmt
Program Services	$1,143,543	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$151,484	TotalAmt
Program Services	$125,919	ProgramServicesAmt
Management And General	$25,565	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$613,360	TotalAmt
Program Services	$510,717	ProgramServicesAmt
Management And General	$102,643	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$18,818	TotalAmt
Program Services	$15,394	ProgramServicesAmt
Management And General	$3,424	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$63,674	TotalAmt
Program Services	$52,090	ProgramServicesAmt
Management And General	$11,584	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$57,934	TotalAmt
Program Services	$48,175	ProgramServicesAmt
Management And General	$9,759	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$5,806	TotalAmt
Program Services	$4,354	ProgramServicesAmt
Management And General	$1,452	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$22,865	TotalAmt
Program Services	$17,148	ProgramServicesAmt
Management And General	$5,717	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$9,478	TotalAmt
Program Services	$9,478	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$163,200	TotalAmt
Program Services	$163,200	ProgramServicesAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$5,807	TotalAmt
Program Services	$5,807	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$87,686	TotalAmt
Program Services	$60,944	ProgramServicesAmt
Management And General	$26,742	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$33,831	TotalAmt
Program Services	$26,876	ProgramServicesAmt
Management And General	$6,955	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$106,905	TotalAmt
Program Services	$80,903	ProgramServicesAmt
Management And General	$26,002	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$6,476	TotalAmt
Program Services	$6,476	ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$11,541	TotalAmt
Program Services	$11,541	ProgramServicesAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$9,322	TotalAmt
Program Services	$9,322	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$204,443	TotalAmt
Program Services	$204,443	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$43,164	TotalAmt
Program Services	$32,373	ProgramServicesAmt
Management And General	$10,791	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
PROGRAM EXPENDITURE	$100,790	$100,790
RELOCATION	$50,832	$50,832
EDUCATION EXPENSES	$15,580	$15,580
MAGAZINE EXPENSES	$8,449	$8,449

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$16,007	TotalAmt
Program Services	$16,007	ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,950,995	TotalAmt
Program Services	$2,720,361	ProgramServicesAmt
Management And General	$230,634	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$207,714	BOYAmt
EOY	$147,766	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$423,950	BOYAmt
EOY	$363,732	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$28,450	BOYAmt
EOY	$35,632	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,354	BOYAmt
EOY	$11,086	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$223,945	BOYAmt
EOY	$195,932	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$65,760	BOYAmt
EOY	$72,084	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$9,740,440	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$662,835	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$7,949,045	BOYAmt
EOY	$9,077,605	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,755,370	BOYAmt
EOY	$1,685,200	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$2,873,855	BOYAmt
EOY	$2,909,443	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$13,532,443	BOYAmt
EOY	$14,498,480	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$256,555	BOYAmt
EOY	$183,093	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$42,663	BOYAmt
EOY	$36,465	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$77,400	BOYAmt
EOY	$1,183,400	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$376,618	BOYAmt
EOY	$1,402,958	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$11,181,955	BOYAmt
EOY	$11,206,087	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$978,213	BOYAmt
EOY	$849,496	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$995,657	BOYAmt
EOY	$1,039,939	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$13,155,825	BOYAmt
EOY	$13,095,522	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$13,532,443	BOYAmt
EOY	$14,498,480	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$90,224	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$150,527	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,823,356	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,452,877	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,658,709	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,352,889	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,568,011	CurrentTaxYearAmt
Total	$10,855,842	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$563,986	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$632,005	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$774,589	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$816,524	CurrentTaxYearMinus1YearAmt
Current Tax Year	$844,492	CurrentTaxYearAmt
Total	$3,631,596	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,387,342	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,084,882	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,433,298	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,169,413	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,412,503	CurrentTaxYearAmt
Total	$14,487,438	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$35,349	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$45,009	CurrentTaxYearMinus1YearAmt
Current Tax Year	$41,548	CurrentTaxYearAmt
Total	$121,906	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$35,349	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$45,009	CurrentTaxYearMinus1YearAmt
Current Tax Year	$41,548	CurrentTaxYearAmt
Total	$121,906	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$14,365,532	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$37,527	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$60,396	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$36,842	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$35,210	CurrentTaxYearMinus1YearAmt
Current Tax Year	$36,392	CurrentTaxYearAmt
Total	$206,367	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$37,527	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$60,396	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$36,842	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$35,210	CurrentTaxYearMinus1YearAmt
Current Tax Year	$36,392	CurrentTaxYearAmt
Total	$206,367	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$32,454	CurrentTaxYearMinus4YearsAmt
Total	$32,454	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,126	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$36	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$35	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,291	CurrentTaxYearMinus1YearAmt
Total	$4,488	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,458,449	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,145,314	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,470,175	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,207,914	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,448,895	CurrentTaxYearAmt
Total	$14,730,747	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.97520	PublicSupportCY509Pct
Public Support PY509	0.97400	PublicSupportPY509Pct
Investment Income CY	0.01400	InvestmentIncomeCYPct
Investment Income PY	0.01530	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$2,297	RevenuesIncludedAmt
Assets Included	$2,802,719	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

Field	Value	IRS element (for citing)
Collection Used Other Purposes	Yes (X)	CollectionUsedOtherPurposesInd
Other Purposes	ED PROGRAM, GENEALOGY RESEA	OtherPurposesDesc

Field	Value	IRS element (for citing)
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,561,361	BeginningYearBalanceAmt
Contributions	$91,778	ContributionsAmt
Investment Earnings Or Losses	$37,846	InvestmentEarningsOrLossesAmt
Other Expenditures	$20,722	OtherExpendituresAmt
End Year Balance	$1,670,263	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,365,935	BeginningYearBalanceAmt
Contributions	$73,312	ContributionsAmt
Investment Earnings Or Losses	$139,876	InvestmentEarningsOrLossesAmt
Other Expenditures	$17,762	OtherExpendituresAmt
End Year Balance	$1,561,361	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,238,117	BeginningYearBalanceAmt
Contributions	$58,780	ContributionsAmt
Investment Earnings Or Losses	$90,735	InvestmentEarningsOrLossesAmt
Other Expenditures	$21,697	OtherExpendituresAmt
End Year Balance	$1,365,935	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,194,009	BeginningYearBalanceAmt
Contributions	$48,486	ContributionsAmt
Investment Earnings Or Losses	$14,881	InvestmentEarningsOrLossesAmt
Other Expenditures	$19,259	OtherExpendituresAmt
End Year Balance	$1,238,117	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,066,536	BeginningYearBalanceAmt
Contributions	$42,618	ContributionsAmt
Investment Earnings Or Losses	$103,020	InvestmentEarningsOrLossesAmt
Other Expenditures	$18,165	OtherExpendituresAmt
End Year Balance	$1,194,009	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.63400	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.36600	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$819,480	OtherCostOrOtherBasisAmt
Book Value	$819,480	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$8,284,901	OtherCostOrOtherBasisAmt
Depreciation	$380,447	DepreciationAmt
Book Value	$7,904,454	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$374,537	OtherCostOrOtherBasisAmt
Depreciation	$235,781	DepreciationAmt
Book Value	$138,756	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$261,522	OtherCostOrOtherBasisAmt
Depreciation	$46,607	DepreciationAmt
Book Value	$214,915	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$9,077,605	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
LIBRARY AND MUSEUM COLLECTIONS	$2,802,719
DUE TO/FROM AFFILIATES	$106,724

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$2,909,443	TotalBookValueOtherAssetsAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 4:	THE ORGANIZATION HAS A MUSEUM THAT HOLDS COLLECTIONS OF ARTIFACTS AND WORKS OF ART FROM THE TIME PERIOD CIRCA 1763 TO 1801. THE ORGANIZATION ALSO HAS A COLLECTION OF BOOKS FROM THIS TIME PERIOD AND ABOUT THIS TIME PERIOD.
PART V, LINE 4:	TO PROVIDE FUNDS TO SUPPORT UNFUNDED AND UNDERFUNDED COMMITTEES AND SPECIAL PROJECTS OF THE NSSAR. MUCH OF THE FUNDING IS PROVIDED TO HELP COMMEMORATE REVOLUTIONARY WAR SITES AND/OR ACTIVITIES AROUND THE COUNTRY.
PART X, LINE 2:	NSSAR HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER INTERNAL REVENUE CODE 501(C)(3) AS A NON-PROFIT ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. NSSAR IS SUBJECT TO INCOME TAX ON CERTAIN UNRELATED BUSINESS ACTIVITY. HOWEVER, ALLOWABLE COST ALLOCATIONS HAVE RESULTED IN TAXABLE LOSSES. THE ORGANIZATION RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE "MORE-LIKELY-THAN-NOT" APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION'S 2011-2014 TAX YEARS REMAIN OPEN AND SUBJECT TO EXAMINATION.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE SAR FOUNDATION	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	809 WEST MAIN STREET	AddressLine1Txt
City	LOUISVILLE	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40202	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	364514524	RecipientEIN
IRC Section	501(C)(3)	IRCSectionDesc
Cash Grant	$1,143,543	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt
Purpose Of Grant	TO FURTHER ITS EXEMPT PURPOSE.	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	SELECT MEMBERS OF THE BOARD REVIEW THE FINANCIAL STATEMENTS OF THE SAR FOUNDATION, INC. TO ENSURE THE PROPER USE OF THE FUNDS.	ExplanationTxt

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$2,297	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4	NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION AMENDED THEIR BYLAWS TO BRING THE NSSAR'S INVESTMENT POLICY INTO LINE WITH "BEST PRACTICES" FOR NON-PROFIT CORPORATIONS AND THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT OF 2006 (UPMIFA) (AS ADOPTED BY THE COMMONWEALTH OF KENTUCKY AND THE DISTRICT OF COLUMBIA). BYLAW NO. 23 - FUND MANAGEMENT (AMENDED SECTIONS) SECTION 1. TYPES OF FUNDS. REMOVAL OF PERMANENT FUND (SECTION 1, A) ADDED - (A) ALEXANDER HAMILTON FUND. THE NATIONAL SOCIETY HAS CREATED THE ALEXANDER HAMILTON FUND, A BOARD-DESIGNATED INVESTMENT FUND. THE FUND WILL BE INVESTED IN ACCORDANCE WITH THE NATIONAL SOCIETY'S INVESTMENT POLICY STATEMENT AND EARNINGS OF THE FUND (DEFINED AS INCOME, DIVIDENDS, AND REALIZED AND UNREALIZED GAINS AND LOSSES) WILL BE PRUDENTLY DISTRIBUTED ANNUALLY TO THE NATIONAL SOCIETY, BASED ON HISTORICAL INVESTMENT RETURNS CONFIRMED BY THE INVESTMENT ADVISOR AND APPROVED BY THE BOARD OF TRUSTEES. ANY PART OF THE PRINCIPAL OF SUCH FUND SHALL BE EXPENDED ONLY UPON THE SUGGESTION AND CONSIDERATION OF THE EXECUTIVE COMMITTEE, APPROVED BY A THREE-FOURTHS(%) VOTE OF THOSE PRESENT AND VOTING AT A MEETING OF THE BOARD OF TRUSTEES AND RATIFIED BY A THREE-FOURTHS(%) VOTE OF THE DELEGATES PRESENT AND VOTING AT THE ANNUAL CONGRESS TO WHICH SUCH RECOMMENDATION OF THE EXECUTIVE COMMITTEE AND APPROVAL OF THE BOARD OF TRUSTEES SHALL BE REPORTED. NOTICE THAT SUCH A PROPOSAL IS TO BE PRESENTED AT AN ANNUAL CONGRESS SHALL BE GIVEN IN THE SAME MANNER AS AN AMENDMENT TO THE BYLAWS. (B) SPECIAL PURPOSE FUNDS. THE NATIONAL SOCIETY HAS CREATED SPECIAL PURPOSE FUNDS TO SEGREGATE MONIES RECEIVED FOR RESTRICTED PURPOSES OTHER THAN THE PURPOSES OF THE ALEXANDER HAMILTON FUND OR THE GENERAL OPERATING FUND OF THE SOCIETY. (1) THE PRINCIPAL OF EACH SUCH FUND SHALL BE IDENTIFIED AS A "SPECIAL PURPOSE INSTITUTIONAL FUND," AND COMBINED WITH THE ALEXANDER HAMILTON FUND PRINCIPAL FOR INVESTMENT PURPOSES ONLY. THE INVESTMENT INCOME FROM THE SPECIAL PURPOSE INSTITUTIONAL FUNDS, PLUS ANY INCOME EARNED FROM OTHER SOURCES OR FROM DONATIONS FOR OPERATING PURPOSES, SHALL BE DEEMED TO BE A SEPARATE "SPECIAL PURPOSE OPERATING FUND" FOR A SPECIFIED RESTRICTED PURPOSE, AND ACCOUNTED FOR SEPARATELY, BUT MAY BE COMBINED WITH OTHER SPECIAL PURPOSE OPERATING FUNDS FOR TEMPORARY INVESTMENT PURPOSES UNTIL DISBURSED UNLESS OTHERWISE PROVIDED BY THE INSTRUMENT TRUST OR BEQUEST PURSUANT TO WHICH THE SPECIAL FUND WAS CREATED. (2) WITHDRAWAL OF PART OR ALL OF THE PRINCIPAL IN A SPECIAL PURPOSE FUND SHALL BE BY REQUEST OF THE APPROPRIATE COMMITTEE HAVING AUTHORITY OVER THE FUND (OR THE TREASURER GENERAL FOR SPECIAL PURPOSE FUNDS NOT UNDER THE AUTHORITY OF AN APPROPRIATE COMMITTEE, UNLESS OTHERWISE PROVIDED), WITH THE CONCURRENCE OF THE PRESIDENT GENERAL CONSISTENT WITH THE TERMS OF ANY TRUST OR BEQUEST PURSUANT TO WHICH THE SPECIAL PURPOSE FUND WAS CREATED. (3) NEITHER THE PRINCIPAL NOR THE INCOME OF A SPECIAL PURPOSE FUND CAN BE EXPENDED FOR ANY PURPOSE OTHER THAN THAT FOR WHICH THE FUND IS ESTABLISHED UNLESS SUCH EXPENDITURE IS AUTHORIZED IN THE SAME MANNER AS AN EXPENDITURE OF PRINCIPAL OF THE ALEXANDER HAMILTON FUND. (4) WITHDRAWAL OF PART OR ALL OF THE INCOME IN THE GEORGE WASHINGTON ENDOWMENT FUND, THE HOWARD HORNE AWARD FUND AND THE BUCK MEEK AWARD FUND SHALL BE BY REQUEST OF THE GEORGE WASHINGTON ENDOWMENT FUND BOARD, WITH THE CONCURRENCE OF THE PRESIDENT GENERAL CONSISTENT WITH THE TERMS OF ANY TRUST OR BEQUEST PURSUANT TO WHICH THE SPECIAL FUND WAS CREATED. (5) NOTWITHSTANDING THE FOREGOING, NO PART OF THE PRINCIPAL OF THE GEORGE WASHINGTON ENDOWMENT FUND, THE HOWARD HORNE AWARD FUND OR THE BUCK MEEK AWARD FUND SHALL BE EXPENDED FOR ANY PURPOSE UNLESS SUCH EXPENDITURE IS (I) REQUESTED BY THE GEORGE WASHINGTON ENDOWMENT FUND BOARD; (II) AUTHORIZED IN THE SAME MANNER AS AN EXPENDITURE OF PRINCIPAL OF THE ALEXANDER HAMILTON FUND IS AUTHORIZED UNDER BYLAW NO. 23, SECTION L(A), AS IN EFFECT WHEN THIS AMENDMENT BECOMES EFFECTIVE AND (III) SUCH EXPENDITURE SHALL BE RATIFIED BY A THREE-FOURTHS (%)VOTE OF THOSE PRESENT AND VOTING AT MEETINGS OF THE BOARDS OF MANAGEMENT, OR BY SUCH NAME AS EACH MAY BE DESIGNATED, OF AT LEAST THREE-FOURTHS(%) OF THE STATE SOCIETIES THEN IN EXISTENCE AS ACTIVE ORGANIZATIONS OF THE NATIONAL SOCIETY; AND PROVIDED FURTHER THAT SUCH RATIFICATION BY EACH RATIFYING STATE SOCIETY SHALL BE DULY CERTIFIED IN WRITING TO THE SECRETARY GENERAL BY THE PRESIDENT AND SECRETARY OF EACH RATIFYING STATE SOCIETY WITHIN TWELVE MONTHS AFTER THE DATE OF THE AUTHORIZATION OF THE EXPENDITURE BY THE DELEGATES PRESENT AND VOTING AT THE ANNUAL CONGRESS; PROVIDED FURTHER NO SUCH EXPENDITURE FOR ANOTHER PURPOSE SHALL BE CONTRARY TO LAW OR THE TERMS OF ANY TRUST OR BEQUEST PURSUANT TO WHICH THE FUND WAS CREATED. (C) GENERAL OPERATING FUND. THE NATIONAL SOCIETY MAINTAINS A GENERAL OPERATING FUND, WHICH SHALL CONSIST OF THE MONIES USED FOR THE OPERATING EXPENSES OF THE SOCIETY AS AUTHORIZED BY THE CURRENT BUDGET. THE TEMPORARY INVESTMENT OF THESE FUNDS IS CONTROLLED BY THE INVESTMENT COMMITTEE. SECTION 2. INVESTMENT POLICY CHANGED TO: (A) SPECIAL PURPOSE AND OPERATING FUNDS. THE GENERAL OPERATING FUND AND ANY SPECIAL PURPOSE OPERATING FUNDS SHALL BE INVESTED IN INTEREST BEARING CHECKING ACCOUNTS OR SAVINGS OR SIMILAR ACCOUNTS OR CERTIFICATES OF DEPOSIT IN FEDERALLY INSURED BANKING INSTITUTIONS (UP TO THE FEDERALLY INSURED MAXIMUM), OR OBLIGATIONS OF THE U.S GOVERNMENT OR AGENCIES OF THE U.S. GOVERNMENT WHOSE OBLIGATIONS ARE GUARANTEED BY THE FULL FAITH AND CREDIT OF THE U.S. GOVERNMENT, OR IN MUTUAL FUNDS THAT INVEST EXCLUSIVELY IN OBLIGATIONS OF THE U.S. GOVERNMENT OR AGENCIES OF THE U.S. GOVERNMENT. (B) ALEXANDER HAMILTON FUND AND SPECIAL PURPOSE INSTITUTIONAL FUNDS. THE INVESTMENT COMMITTEE, WITH THE ADVICE AND GUIDANCE OF NATIONAL SOCIETY STAFF AND OUTSIDE FINANCIAL ADVISORS, SHALL DEVELOP AND MAINTAIN AN INVESTMENT POLICY APPROPRIATE FOR AN ORGANIZATION OF THE TYPE AND SIZE OF THE NATIONAL SOCIETY. ANY SUCH INVESTMENT POLICY, AS WELL AS ANY CHANGES TO THE INVESTMENT POLICY, SHALL BE SUBMITTED TO THE EXECUTIVE COMMITTEE, WHO SHALL REFER THE INVESTMENT POLICY TO THE TRUSTEES FOR APPROVAL. THE TRUSTEES MAY APPROVE CHANGES TO THE INVESTMENT POLICY BY A MAJORITY OF THE TRUSTEES PRESENT AND VOTING. THE INVESTMENT COMMITTEE SHALL CONSULT WITH OUTSIDE FINANCIAL ADVISORS AND ANY PROPOSED CHANGES TO THE INVESTMENT POLICY SHALL BE ACCOMPANIED BY A RECOMMENDATION FROM THE OUTSIDE FINANCIAL ADVISORS. THIS INVESTMENT POLICY MUST UTILIZE THE "BEST PRACTICES" RULE. (C) GEORGE WASHINGTON ENDOWMENT FUND, HOWARD HORNE AWARD FUND AND BUCK MEEK AWARD FUND. NOTWITHSTANDING THE FOREGOING, A MINIMUM OF FIFTY PERCENT (50%) OF THE PRINCIPAL OF THE GEORGE WASHINGTON ENDOWMENT FUND, THE HOWARD HOME AWARD FUND AND THE BUCK MEEK AWARD FUND, SHALL BE INVESTED IN OBLIGATIONS OF THE U.S. GOVERNMENT OR AGENCIES OF THE U.S. GOVERNMENT WHOSE OBLIGATIONS ARE GUARANTEED BY THE FULL FAITH AND CREDIT OF THE U.S. GOVERNMENT, OR IN MUTUAL FUNDS THAT ARE INVESTED EXCLUSIVELY IN OBLIGATIONS OF THE U.S. GOVERNMENT OR AGENCIES OF THE U.S. GOVERNMENT. UP TO FIFTY PERCENT (50%) OF THESE FUNDS MAY BE INVESTED IN BONDS AND/OR COMMON STOCKS APPROVED BY THE INVESTMENT COMMITTEE UNDER THE "BEST PRACTICES" RULE FOR INVESTMENT POLICIES. INVESTMENT INCOME, INCOME FROM OTHER SOURCES AND DONATIONS TO BE ADDED TO PRINCIPAL MAY BE INVESTED TEMPORARILY IN THE SAME MANNER AS OPERATING FUNDS. (D) GIFTS AND BEQUESTS. GIFTS AND BEQUESTS OF STOCKS, BONDS OR MUTUAL FUNDS MAY BE GIVEN TO, AND RECEIVED BY, THE SOCIETY. ALL SUCH GIFTS OR BEQUESTS SHALL BE DEPOSITED IN THE APPROPRIATE PORTFOLIO OF SECURITIES MANAGED BY THE INVESTMENT COMMITTEE AND SHALL BE EXEMPT FROM THE RESTRICTIONS OF SECTION 2, SUBSECTION (C) REGARDING THE MIX OF BONDS OR OTHER SECURITIES IN THE INVESTMENT PORTFOLIO. ADDITIONALLY, IF THE GIFT OR BEQUEST OF STOCKS, BONDS OR MUTUAL FUNDS IS GIVEN TO THE GENERAL OPERATING FUND, THE STOCK WILL BE DEPOSITED IN THE ALEXANDER HAMILTON FUND AND THE VALUE SHALL BE DETERMINED BY MULTIPLYING THE NUMBER OF SHARES RECEIVED BY THE CLOSING PRICE LISTED IN THE WALL STREET JOURNAL NEWSPAPER ON THE DATE OF RECEIPT. THIS MONETARY VALUE OF THE GIFT OR BEQUEST SHALL BE CREDITED TO THE ACCOUNT OF THE GENERAL OPERATING FUND AND THE ALEXANDER HAMILTON FUND SHALL BE DEBITED, OR REDUCED, BY THE SAME AMOUNT ONCE IT RECEIVES THE SECURITIES. SECTION 3. THE RAY HENSHAW NATIONAL LIFE MEMBERSHIP FUND CHANGES: (G) IN THE EVENT THAT THIS SECTION SHOULD BE REPEALED, THE PAYMENT OFNATIONAL DUES OF ENROLLED NATIONAL LIFE MEMBERS SHALL CONTINUE, AS PROVIDED HEREIN, UNTIL ALL ENROLLED MEMBERS ARE DECEASED OR HAVE BEEN SUSPENDED FOR TEN ( I 0) YEARS, AS PROVIDED HEREIN. THEREUPON, ALL FUNDS REMAINING IN THE FUND SHALL BE TRANSFERRED TO THE ALEXANDER HAMILTON FUND OF THE NATIONAL SOCIETY.
FORM 990, PART VI, SECTION A, LINE 6	THE ORGANIZATION HAS MEMBERS IN THE NATIONAL SOCIETY THROUGH A STATE SOCIETY, WHICH IS A SUBORDINATE OF THE NATIONAL SOCIETY.
FORM 990, PART VI, SECTION A, LINE 7A	NATIONAL GENERAL OFFICERS ARE ELECTED BY MEMBERS AT THE ANNUAL MEETING. THE ELECTION OF MEMBERS OF THE BOARD OF TRUSTEES SHALL BE CONDUCTED AFTER THE ELECTION OF GENERAL OFFICERS HAS BEEN COMPLETED UNLESS THE DELEGATES PRESENT, BY A TWO-THIRDS VOTE, PROVIDE FOR SOME OTHER ORDER OF BUSINESS.
FORM 990, PART VI, SECTION A, LINE 7B	VOTING MEMBERS AT THE ANNUAL MEETING VOTE BY BALLOT. THE CONSTITUTION MAY BE AMENDED BY A TWO-THIRDS AFFIRMATIVE VOTE OF THE DELEGATES PRESENT AND VOTING AT AN ANNUAL MEETING. THE BOARD OF TRUSTEES SHALL NOT HAVE THE POWER TO SELL, CONVEY, OR ENCUMBER ANY REAL ESTATE WHICH BELONGS TO THE NATIONAL SOCIETY, NOR SHALL IT INCUR ANY LIABILITY OTHER THAN FOR ORDINARY CURRENT EXPENSES OF THE SOCIETY, UNLESS SO ORDERED BY AN ANNUAL CONGRESS OR BY AN AFFIRMATIVE VOTE OF THREE-FOURTHS OF THE MEMBERS OF THE BOARD OF TRUSTEES PRESENT AND VOTING.
FORM 990, PART VI, SECTION B, LINE 11	BECAUSE THE ORGANIZATION CAN HAVE WELL OVER 100 VOTING MEMBERS OF THE GOVERNING BODY IN ANY GIVEN YEAR, THE FORM 990 IS PRELIMINARILY PROVIDED TO A GROUP OF INDIVIDUALS WHO ARE QUALIFIED TO CLOSELY REVIEW AND COMMENT ON THE RETURN. A DRAFT OF THE RETURN IS REVIEWED FIRST BY INTERNAL MANAGEMENT. AFTER INTERNAL MANAGEMENT HAS REVIEWED THE RETURN AND ANY CHANGES ARE MADE, A DRAFT IS PROVIDED TO THE FINANCE COMMITTEE CHAIRMAN, THE INDEPENDENT AUDIT COMMITTEE AND THE EXECUTIVE COMMITTEE FOR REVIEW. ONCE THE COMMENTS FROM THESE INDIVIDUALS ARE REVIEWED, THE FINAL DRAFT OF THE RETURN IS PREPARED AND SIGNED BY THE EXECUTIVE DIRECTOR.
FORM 990, PART VI, SECTION B, LINE 12C	THE ORGANIZATION REQUIRES INDIVIDUALS TO SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT AND THEN THE ORGANIZATION FOLLOWS UP TO INSURE THAT INDIVIDUALS WITHDRAW FROM DISCUSSIONS AND VOTES WHERE THERE IS A CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15A	THE BOARD COMPARES THE SALARY OF THE EXECUTIVE DIRECTOR TO OTHERS IN THE COMMUNITY AND DOCUMENTS THE PROCESS IN THE BOARD MINUTES. THERE ARE NO OTHER KEY EMPLOYEES OR OFFICERS WHO ARE COMPENSATED BY THE ORGANIZATION.
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. THE ORGANIZATION'S WEBSITE ALSO MAKES AVAILABLE THE GOVERNING DOCUMENTS (VOLUME I OF THE HANDBOOK) AND THE CONFLICT OF INTEREST (VOLUME III OF THE HANDBOOK).
FORM 990, PART XII, LINE 2C	THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE ORGANIZATION HAS AN INDEPENDENT AUDIT COMMITTEE THAT CONTINUES TO OVERSEE THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	THE SAR FOUNDATION INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	809 WEST MAIN STREET	AddressLine1Txt
City	LOUISVILLE	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40202	ZIPCd

Field	Value	IRS element (for citing)
EIN	364514524	EIN
Primary Activities	TO RECEIVE AND ADMINISTER FUNDS FOR THE NSSAR.	PrimaryActivitiesTxt
Legal Domicile State	KY	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	LINE 11A, I	PublicCharityStatusTxt
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	Yes (1)	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	Yes (1)	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd