NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA (EIN 53-0224364)
Tax period
2012-09-01 to 2013-08-31
Filed
2014-02-27
IRS object ID
201410589349300511
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-02-27T11:15:57-06:00Timestamp
Tax Period End Date2013-08-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN521711839EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1COUNCILOR BUCHANAN & MITCHELL PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line17910 WOODMONT AVENUE SUITE 500AddressLine1
CityBETHESDACity
StateMDState
ZIP Code20814ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-09-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN530224364EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE NATIONAL SOCIETY OF THE COLONIALBusinessNameLine1
Business Name Line2DAMES OF AMERICABusinessNameLine2
FieldValueIRS element (for citing)
Name ControlNATINameControl
Phone2023372288Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12715 Q STREET NWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20007ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKATHERINE TAYLOR CAMMACKName
TitleTREASURERTitle
Phone2023372288Phone
Date Signed2014-02-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDANIEL L WEAVERName
PTINP01249346PTIN
Phone3019860600Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonKATHERINE TAYLOR CAMMACKNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11430 COMMONWEALTH DR SUITE 302AddressLine1
CityWILMINGTONCity
StateNCState
ZIP Code28403ZIPCode
FieldValueIRS element (for citing)
Gross Receipts5955136GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.NSCDA.ORGWebSite
Type Of Organization AssociationXTypeOfOrganizationAssociation
Year Formation1891YearFormation
State Legal DomicileDCStateLegalDomicile
Activity Or Mission DescriptionPROMOTION OF OUR HERITAGE THROUGH PRESERVATION, PATRIOTIC SERVICE, AND EDUCATIONAL PROJECTS.ActivityOrMissionDescription
Nbr Voting Members Governing Body73NbrVotingMembersGoverningBody
Nbr Independent Voting Members73NbrIndependentVotingMembers
Total Nbr Employees39TotalNbrEmployees
Total Nbr Volunteers184TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year481799ContributionsGrantsPriorYear
Contributions Grants Current Year542176ContributionsGrantsCurrentYear
Program Service Revenue Prior Year773521ProgramServiceRevenuePriorYear
Program Service Revenue CY864192ProgramServiceRevenueCY
Investment Income Prior Year387038InvestmentIncomePriorYear
Investment Income Current Year441718InvestmentIncomeCurrentYear
Other Revenue Prior Year-19066OtherRevenuePriorYear
Other Revenue Current Year19092OtherRevenueCurrentYear
Total Revenue Prior Year1623292TotalRevenuePriorYear
Total Revenue Current Year1867178TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year122869GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY150725GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year396095SalariesEtcPriorYear
Salaries Etc Current Year411312SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year80488TotalFundrsngExpCurrentYear
Other Expense Prior Year805627OtherExpensePriorYear
Other Expenses Current Year968353OtherExpensesCurrentYear
Total Expenses Prior Year1324591TotalExpensesPriorYear
Total Expenses Current Year1530390TotalExpensesCurrentYear
Revenues Less Expenses Prior Year298701RevenuesLessExpensesPriorYear
Revenues Less Expenses CY336788RevenuesLessExpensesCY
Total Assets BOY8592865TotalAssetsBOY
Total Assets EOY9009105TotalAssetsEOY
Total Liabilities BOY406909TotalLiabilitiesBOY
Total Liabilities EOY514166TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY8185956NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY8494939NetAssetsOrFundBalancesEOY
Mission DescriptionTHE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA ACTIVELY PROMOTES OUR NATIONAL HERITAGE THROUGH HISTORIC PRESERVATION, PATRIOTIC SERVICE, AND EDUCATIONAL PROJECTS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense687074Expense
Grants24978Grants
Revenue416547Revenue
DescriptionMUSEUM PROPERTIES PRESERVATION, RESTORATION, AND INTERPRETATION OF HISTORIC SITES THAT OFFER INVALUABLE OPPORTUNITIES TO EXPERIENCE THE RICH VARIETY OF AMERICA'S HERITAGE.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense112404Expense
Grants106736Grants
Revenue76733Revenue
DescriptionPATRIOTIC SERVICE PROGRAMS ARE DESIGNED TO PROMOTE RESPONSIBLE CITIZENSHIP AND THE STUDY OF AMERICAN HISTORY WITH PARTICULAR EMPHASIS ON THE FUNDAMENTAL DOCUMENTS, TRADITIONS AND WORKINGS OF OUR COUNTRY AND ITS GOVERNMENT.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense203770Expense
Grants19011Grants
DescriptionHISTORICAL ACTIVITIES PROJECTS INCLUDE RESEARCH, PRESERVATION, AND EDUCATIONAL PUBLICATIONS.Description
FieldValueIRS element (for citing)
Total Program Service Expense1003248TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art1CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109624NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees39NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Form1098 C Filed0Form1098CFiled
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members73NbrVotingGoverningBodyMembers
Number Independent Voting Members73NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters1LocalChapters
Policies Reference Chapters1PoliciesReferenceChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonKATHERINE TAYLOR CAMMACKNamePerson
Telephone Number9102391089TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11430 COMMONWEALTH DR SUITE 302AddressLine1
CityWILMINGTONCity
StateNCState
ZIP Code28403ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (112 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
MARCY M MOODY
PRESIDENT5.00XX000
SARAH B CONGDON
VICE PRESIDENT5.00XX000
VAUGHN I MORRISSETTE
VICE PRESIDENT5.00XX000
LOUISE I TAUSCHE
VICE PRESIDENT5.00XX000
CAROLINE H GOEDHART
VICE PRESIDENT5.00XX000
ANNA F DUFF
VICE PRESIDENT5.00XX000
KITTY W PETIT
RECORDING SECRETARY5.00XX000
KEITH B GAMMON
CORRESPONDING SECRETARY5.00XX000
KATHERINE T CAMMACK
TREASURER5.00XX000
DORA L ROGERS
ASSISTANT TREASURER5.00XX000
LUCY K BELL
REGISTRAR5.00XX000
BARBARA H SPAETH
HISTORIAN5.00XX000
MRS ROBERT WAYNE MONFORE
NATIONAL BOARD MEMBER1.00X000
MRS CHARLES ATHANS
NATIONAL BOARD MEMBER1.00X000
MRS RANDALL SCOTT BUETER
NATIONAL BOARD MEMBER1.00X000
MRS STANLEY K SOLLID
NATIONAL BOARD MEMBER1.00X000
MRS MARY ANNE SEHORN
NATIONAL BOARD MEMBER1.00X000
MRS N ALEXANDER MACCOLL JR
NATIONAL BOARD MEMBER1.00X000
MRS JOSEPH S MCDANIEL III
NATIONAL BOARD MEMBER1.00X000
MRS R KENDALL NOTTINGHAM
NATIONAL BOARD MEMBER1.00X000
MRS JOHN WARREN CAVEN JR
NATIONAL BOARD MEMBER1.00X000
MRS RICHARD DUDLEY WILLIAMS
NATIONAL BOARD MEMBER1.00X000
MRS PRESTON LENTZ
NATIONAL BOARD MEMBER1.00X000
MS JEAN E PERKINS
NATIONAL BOARD MEMBER1.00X000
MS ROSALIE LANGE
NATIONAL BOARD MEMBER1.00X000
MRS KENNETH DAVID WINBER
NATIONAL BOARD MEMBER1.00X000
MRS JAMES R SHEPHERD
NATIONAL BOARD MEMBER1.00X000
MRS HOWARD SCOTT CALHOUN
NATIONAL BOARD MEMBER1.00X000
MRS JAMES JOHNSTON MORRISONJR
NATIONAL BOARD MEMBER1.00X000
MISS WINAFRID AVERY JENKINS
NATIONAL BOARD MEMBER1.00X000
MS MARGARET ISABELLE OBERT
NATIONAL BOARD MEMBER1.00X000
MRS ROBERT WINSLOW HAGOPIAN
NATIONAL BOARD MEMBER1.00X000
MRS JOHN R NICHOLSON
NATIONAL BOARD MEMBER1.00X000
MRS CARL NORTON HENSEL
NATIONAL BOARD MEMBER1.00X000
MRS MARK F HEARNE
NATIONAL BOARD MEMBER1.00X000
MRS JAMES A HEDGPETH JR
NATIONAL BOARD MEMBER1.00X000
MRS RICHARD THOMAS CRAWFORD
NATIONAL BOARD MEMBER1.00X000
MRS WILLIAM B OGDEN
NATIONAL BOARD MEMBER1.00X000
MRS JIM LLOYD FLING JR
NATIONAL BOARD MEMBER1.00X000
MRS VINCENT S VILLARD JR
NATIONAL BOARD MEMBER1.00X000
MRS DAVID MURCHISON EGGLESTON
NATIONAL BOARD MEMBER1.00X000
CYNTHIA ANN COLE
NATIONAL BOARD MEMBER1.00X000
MRS MICHAEL EUGENE MCPHERSON
NATIONAL BOARD MEMBER1.00X000
MRS TODD S LIEBOW
NATIONAL BOARD MEMBER1.00X000
MRS JEFFREY S SHAVER
NATIONAL BOARD MEMBER1.00X000
MRS WILLIAM J BREDBECK SR
NATIONAL BOARD MEMBER1.00X000
MRS JULIAN WILSON WALKER JR
NATIONAL BOARD MEMBER1.00X000
MRS J OTEY WALKER III
NATIONAL BOARD MEMBER1.00X000
MRS MARVIN E BRADSHAW
NATIONAL BOARD MEMBER1.00X000
MRS CARY T GRAYSON JR
NATIONAL BOARD MEMBER1.00X000
MRS LAURA REYNOLDS TOWERS
NATIONAL BOARD MEMBER1.00X000
MRS PETER ALAN MOST
NATIONAL BOARD MEMBER1.00X000
MRS JOHN P BOYLIN
NATIONAL BOARD MEMBER1.00X000
DR ANNE VRAVICK
NATIONAL BOARD MEMBER1.00X000
MRS ROBERT L FERRIL
NATIONAL BOARD MEMBER1.00X000
MRS H ROBERT WARREN
CODIFICATION COMMITTEE1.00X000
MRS HENRY R RAAB
GUNSTON HALL BOARD OF REGENTS,FIRST REGENT1.00X000
MRS CHARLES M HAMANN
NATIONAL HISTORICAL ACTIVITIESCOMIITTEE1.00X000
MRS ROBERT CAMPBELL WITCHER
NATIONAL MUSEUM PROPERTIES COMMITTEE1.00X000
MRS THOMAS AIKEN WOODWARD
NATIONAL PATRIOTIC SERVICE COMMITTEE1.00X000
MRS DAVID FUCHS
SULGRAVE MANOR BOARD, SENIOR REPRESENTATIVE1.00X000
LIZ FORMAN
BRANDING COMMITTEE1.00X000
MRS JOHN FRAMPTON MAYBANK
CALENDAR COMMITTEE1.00X000
ELLEN F HOLT
COMMUNICATIONS COMMITTEE1.00X000
SALLY E SCHULZ
DAMES DISPATCH1.00X000
MRS JOHN ROBERT ALLEN
DUMBARTON HOUSE FUND FOR THE FUTURE COMMITTEE1.00X000
CAROL HOLLIDAY BLEW
MEMBERSHIP COMMITTEE1.00X000
FRANCES W LOUGHLIN
NOMINATING COMMITTEE REGENTS OF GUNSTON HALL1.00X000
MRS V CASSEL ADAMSON JR
ROLL OF HONOR COMMITTEE1.00X000
MELANIE M HUNT
WAR OF 1812 COMMITTEEE1.00X000
MORRIE KILLIAN
YOUNG DAMES COMMITTEE1.00X000
MS KAREN BUCKLEY
PARLIAMENTARIAN1.00X000
HILARY F GRIPEKOVEN
PRESIDENT5.00XX000
BARBARA B HARRISON
VICE PRESIDENT5.00XX000
JANE H GRANTHAM
VICE PRESIDENT5.00XX000
SUE K HALTON
RECORDING SECRETARY5.00XX000
ELLEN Z JOHNSON
ASSISTANT TREASURER5.00XX000
MRS PHILIP H GRANTHAM
DUMBARTON HOUSE BOARD1.00X000
MRS ALEXANDER C MCLEOD
NATIONAL PATRIOTIC SERVICE COMMITTEE1.00X000
MRS JOHN S RUTHERFORD
SULGRAVE MANOR BOARD, SENIOR REPRESENTATIVE1.00X000
MRS RALPH NICOLSON HOBBS
NATIONAL BOARD MEMBER1.00X000
MRS WILLIAM B BULL
NATIONAL BOARD MEMBER1.00X000
MRS JOHN CHARLES HARRIS
NATIONAL BOARD MEMBER1.00X000
MRS THOMAS KNIGHT MCATEER
NATIONAL BOARD MEMBER1.00X000
DR JEAN MCGINNIS
NATIONAL BOARD MEMBER1.00X000
MRS WILLIAM MOORE AUKAMP
NATIONAL BOARD MEMBER1.00X000
MRS J DAPRAY MUIR
NATIONAL BOARD MEMBER1.00X000
MRS BRUCE ARNOLD CHAPPELL
NATIONAL BOARD MEMBER1.00X000
MRS ALBERT CARLYLE ESPY III
NATIONAL BOARD MEMBER1.00X000
MRS PETER F C ARMSTRONG
NATIONAL BOARD MEMBER1.00X000
MRS DAVID G LINVILLE
NATIONAL BOARD MEMBER1.00X000
MRS BENJAMIN DOWNING DAY
NATIONAL BOARD MEMBER1.00X000
MRS MARSHALL GEORGE LINN III
NATIONAL BOARD MEMBER1.00X000
MS KATHERINE M DAVIS
NATIONAL BOARD MEMBER1.00X000
MRS HOWARD KENT SOPER
NATIONAL BOARD MEMBER1.00X000
MRS ROBERT P TIMOTHY
NATIONAL BOARD MEMBER1.00X000
JMRS MICHAEL E SCHULTES
NATIONAL BOARD MEMBER1.00X000
MS PRISCILLA BREWSTER
NATIONAL BOARD MEMBER1.00X000
MRS VAB PATTERSON
NATIONAL BOARD MEMBER1.00X000
MRS G ROBERT CHENOWETH
NATIONAL BOARD MEMBER1.00X000
MS PATRICIA S MEYERS
NATIONAL BOARD MEMBER1.00X000
JUDITH M PERINCHIEF
NATIONAL BOARD MEMBER1.00X000
MRS MATHIAS CONRAD ZERI
NATIONAL BOARD MEMBER1.00X000
MRS JOHN ANTHONY SIPP
NATIONAL BOARD MEMBER1.00X000
MRS MICHAEL DORING CONNELLY
NATIONAL BOARD MEMBER1.00X000
1MRS ROBERT M KANE
NATIONAL BOARD MEMBER1.00X000
1MRS ROBERT GRAY ROGERS JR
NATIONAL BOARD MEMBER1.00X000
MRS NORMAN J CATIR JR
NATIONAL BOARD MEMBER1.00X000
JMRS CHARLES M BINNICKER JR
NATIONAL BOARD MEMBER1.00X000
MRS ROBERT E MCCABE JR
NATIONAL BOARD MEMBER1.00X000
MS MARY CHRISTINE LOVE
NATIONAL BOARD MEMBER1.00X000
KAREN DALY
EXEC DIR DUMBARTON HOUSE40.00X8424405018
FieldValueIRS element (for citing)
Total Reportable Comp From Org84244TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation5018TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events11130FundraisingEvents
All Other Contributions531046AllOtherContributions
Noncash Contributions11130NoncashContributions
Total Contributions542176TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MEMBERSHIP DUES900099613247613247
MEETINGS REVENUE900099173144173144
SPECIAL PROJECT INCOME9000997072170721
PROCEEDS FROM DEACCESSIONS90009970807080
FieldValueIRS element (for citing)
Total Program Service Revenue864192TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column118541TotalRevenueColumn
Exclusion$118,541ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real151899Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real169831Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real-17932Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column-17932TotalRevenueColumn
Exclusion-$17,932ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities4228609Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities3905432Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities323177Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column323177TotalRevenueColumn
Exclusion$323,177ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events6680GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events11130CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses4043FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column2637TotalRevenueColumn
Exclusion$2,637ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory19360GrossSalesOfInventory
Cost Of Goods Sold8652CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column10708TotalRevenueColumn
Related Or Exempt Function Income10708RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Business Code900099BusinessCode
Total Revenue Column23679TotalRevenueColumn
Related Or Exempt Function Income23679RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue23679TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1867178TotalRevenueColumn
Related Or Exempt Function Income898579RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$426,423ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total43989Total
Program Services43989ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total106736Total
Program Services106736ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total89262Total
Program Services40168ProgramServices
Management And General36597ManagementAndGeneral
Fundraising12497Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total269384Total
Program Services175406ProgramServices
Management And General64359ManagementAndGeneral
Fundraising29619Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total23369Total
Program Services14316ProgramServices
Management And General6538ManagementAndGeneral
Fundraising2515Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total29297Total
Program Services17723ProgramServices
Management And General8058ManagementAndGeneral
Fundraising3516Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total3500Total
Management And General3500ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total53253Total
Program Services1431ProgramServices
Management And General46956ManagementAndGeneral
Fundraising4866Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total24752Total
Management And General24752ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total49724Total
Program Services2319ProgramServices
Management And General45811ManagementAndGeneral
Fundraising1594Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total13534Total
Program Services13200ProgramServices
Management And General81ManagementAndGeneral
Fundraising253Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total38110Total
Program Services18841ProgramServices
Management And General14840ManagementAndGeneral
Fundraising4429Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total13742Total
Program Services7573ProgramServices
Management And General1884ManagementAndGeneral
Fundraising4285Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total27639Total
Program Services24493ProgramServices
Management And General2995ManagementAndGeneral
Fundraising151Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total66100Total
Program Services32767ProgramServices
Management And General32423ManagementAndGeneral
Fundraising910Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total193402Total
Program Services102006ProgramServices
Management And General91333ManagementAndGeneral
Fundraising63Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total120710Total
Program Services106971ProgramServices
Management And General13080ManagementAndGeneral
Fundraising659Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total23950Total
Program Services18407ProgramServices
Management And General4944ManagementAndGeneral
Fundraising599Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
FACILITIES AND GROUND M15334813976212934652
EDUCATION/MUSEUM PROGRA79283780331250
PRINTING AND PUBLICATIO4314487612109313290
IDDL DATA PROJECT3896438964

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total25198Total
Program Services11382ProgramServices
Management And General13226ManagementAndGeneral
Fundraising590Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1530390Total
Program Services1003248ProgramServices
Management And General446654ManagementAndGeneral
Fundraising80488Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY260205BOY
EOY199132EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1342337BOY
EOY1425538EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY9125BOY
EOY34685EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1896BOY
EOY1982EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY20079BOY
EOY21353EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY28636BOY
EOY36422EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis4651845LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec2406490LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY2152595BOY
EOY2245355EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY4767992BOY
EOY5013183EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY10000BOY
EOY31455EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY8592865BOY
EOY9009105EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY102661BOY
EOY164070EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY282419BOY
EOY339366EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY21829BOY
EOY10730EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY406909BOY
EOY514166EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY7274294BOY
EOY7558062EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY748641BOY
EOY801678EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY163021BOY
EOY135199EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY8185956BOY
EOY8494939EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY8592865BOY
EOY9009105EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses336788ReconcilationRevenueExpenses
Reconciliation Unrealized Invest-27805ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years397310CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years695984CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years453417CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year481799CurrentTaxYearMinus1Year
Current Tax Year531046CurrentTaxYear
Total2559556Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years760690CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years744447CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years931296CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year792356CurrentTaxYearMinus1Year
Current Tax Year883552CurrentTaxYear
Total4112341Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1158000CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1440431CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1384713CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1274155CurrentTaxYearMinus1Year
Current Tax Year1414598CurrentTaxYear
Total6671897Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years5500CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years263377CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4675CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year55465CurrentTaxYearMinus1Year
Current Tax Year106741CurrentTaxYear
Total435758Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year9492CurrentTaxYearMinus1Year
Current Tax Year47394CurrentTaxYear
Total56886Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years5500CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years263377CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4675CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year64957CurrentTaxYearMinus1Year
Current Tax Year154135CurrentTaxYear
Total492644Total
FieldValueIRS element (for citing)
Public Support Total5096179253PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years330078CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years229670CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years278739CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year258360CurrentTaxYearMinus1Year
Current Tax Year270440CurrentTaxYear
Total1367287Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years330078CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years229670CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years278739CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year258360CurrentTaxYearMinus1Year
Current Tax Year270440CurrentTaxYear
Total1367287Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3055CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years5468CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years500CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3236CurrentTaxYearMinus1Year
Current Tax Year23679CurrentTaxYear
Total35938Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1491133CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1675569CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1663952CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1535751CurrentTaxYearMinus1Year
Current Tax Year1708717CurrentTaxYear
Total8075122Total
FieldValueIRS element (for citing)
Public Support Percentage5090.76520PublicSupportPercentage509
Prior Year Support Percentage0.76630PriorYearSupportPercentage
Investment Income Percentage0.16930InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.18420PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Solicited Assets For Sale0SolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance1173526BeginningOfYearBalance
Contributions217421Contributions
Investment Earnings Or Losses81678InvestmentEarningsOrLosses
Grants Or Scholarships68201GrantsOrScholarships
Other Expenditures168955OtherExpenditures
Administrative Expenses6811AdministrativeExpenses
End Of Year Balance1228658EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance1053454BeginningOfYearBalance
Contributions167784Contributions
Investment Earnings Or Losses64278InvestmentEarningsOrLosses
Grants Or Scholarships66660GrantsOrScholarships
Other Expenditures39528OtherExpenditures
Administrative Expenses5801AdministrativeExpenses
End Of Year Balance1173526EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance896615BeginningOfYearBalance
Contributions140267Contributions
Investment Earnings Or Losses109449InvestmentEarningsOrLosses
Grants Or Scholarships59430GrantsOrScholarships
Other Expenditures28128OtherExpenditures
Administrative Expenses5320AdministrativeExpenses
End Of Year Balance1053454EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance758942BeginningOfYearBalance
Contributions311308Contributions
Investment Earnings Or Losses34993InvestmentEarningsOrLosses
Grants Or Scholarships73944GrantsOrScholarships
Other Expenditures132134OtherExpenditures
Administrative Expenses2550AdministrativeExpenses
End Of Year Balance896615EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance784488BeginningOfYearBalance
Contributions180950Contributions
Investment Earnings Or Losses-78814InvestmentEarningsOrLosses
Grants Or Scholarships101350GrantsOrScholarships
Other Expenditures26332OtherExpenditures
End Of Year Balance758942EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.24000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.11000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.65000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis210238OtherCostOrOtherBasis
Book Value210238BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis3772966OtherCostOrOtherBasis
Depreciation2016801Depreciation
Book Value1756165BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis63224OtherCostOrOtherBasis
Depreciation55245Depreciation
Book Value7979BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis605417OtherCostOrOtherBasis
Depreciation334444Depreciation
Book Value270973BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings2245355TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionOTHER CURRENT LIABILITIESDescription
Amount$10,730Amount
FieldValueIRS element (for citing)
Total Of Amounts10730TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt1839373TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-27805NetUnrealizedGainsInvestments
Revenue Not Rptd F990-27805RevenueNotRptdF990
Revenue Subtotal1867178RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9901867178TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1530390TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal1530390ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9901530390TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART III, LINE 1A:THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE SOCIETY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED AS DECREASES IN UNRESTRICTED NET ASSETS, OR AS DECREASES IN TEMPORARILY OR PERMANENTLY RESTRICTRED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES.
PART III, LINE 4:THE SOCIETY COLLECTS AND PRESERVES MANUSCRIPTS, RELICS, AND MEMENTOS OF BYGONE DAYS TO EDUCATE FELLOW CITIZENS ABOUT AND CREATE INTEREST IN OUR COLONIAL HISTORY.
PART V, LINE 4:THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO SATISFY THE RESTRICTIONS THAT HAVE BEEN PLACED ON THOSE FUNDS.DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
PART X, LINE 2:THE SOCIETY FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION (FASB ASC), WHICH PROVIDES GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THE GUIDANCE PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AND ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. AS OF AUGUST 31, 2013, THE SOCIETY HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN ITS FINANCIAL STATEMENTS. THE SOCIETY'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ON TAX POSITIONS RELATED TO ITS UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IN THE FINANCIAL STATEMENTS. NO INTEREST AND PENALTIES WERE RECORDED DURING THE YEAR ENDED AUGUST 31, 2013.DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1AUCTIONNameOfEvent1
Gross Receipts Event117810GrossReceiptsEvent1
Charitable Contributions Event111130CharitableContributionsEvent1
Gross Revenue Event16680GrossRevenueEvent1
Food And Beverage Event13043FoodAndBeverageEvent1
Entertainment Event11000EntertainmentEvent1
Gross Receipts Total17810GrossReceiptsTotal
Charitable Contributions Total11130CharitableContributionsTotal
Gross Revenue Total Events6680GrossRevenueTotalEvents
Food And Beverage Total Events3043FoodAndBeverageTotalEvents
Entertainment Total Events1000EntertainmentTotalEvents
Direct Expense Summary Events4043DirectExpenseSummaryEvents
Net Income Summary2637NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (3 entries)

EIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
GUNSTON HALL REGENTS FUND
521284368501(C)324978CONTRIBUTION
WILTON HOUSE MUSEUM
540673671501(C)37000CONTRIBUTION
FRIENDS OF SULGRAVE MANOR
540244162501(C)37000CONTRIBUTION
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants3TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
AMERICAN HISTORY GRADUATE SCHOLARSHIP420000
INDIAN NURSE PROGRAM SCHOLARSHIP1519000
MUSEUM PROPERTY SCHOLARSHIP AT ATTINGHMA16595
WASHINGTON WORKSHOP SCHOLARSHIP5461141

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: GRANTS AWARDED TO HIGH SCHOOL STUDENTS TO ATTEND THE WASHINGTON WORKSHOPS CONGRESSIONAL SEMINAR ARE MONITORED BY NSCDA SOCIETY MEMBERS WHO ARE PRESENT WITH THE GROUP OF AWARDEES IN WASHINGTON FOR THE SPONSORED EVENTS AND ACTIVITIES. ATTENDANCE IS TAKEN BY SOCIETY MEMBERS AND ALL PAYMENTS ARE MADE DIRECTLY TO THE WASHINGTON WORKSHOPS FOUNDATION ON BEHALF OF THE AWARDEES. TRAVEL EXPENSES ARE REIMBURSED TO SOME ATTENDEES UPON REQUEST. GRANTS AWARDED FOR THE INDIAN NURSE SCHOLARSHIP PROGRAM ARE MADE DIRECTLY TO THE EDUCATIONAL INSTITUTION WHERE THE AWARDEES ARE ENROLLED. THE TRANSMITTAL LETTERS WITH THE CHECKS TO THE SCHOOLS RESTRICT THE FUNDS TO BE USED FOR ACADEMIC EXPENSES ONLY SUCH AS TUITION, BOOKS AND LAB FEES. THE NSCDA RELIES ON THE EDUCATIONAL INSTITUTION TO DISBURSE THE FUNDS AS DIRECTED. GRANTS AWARDED FOR AMERICAN HISTORY GRADUATE STUDIES ARE MADE DIRECTLY TO THE EDUCATIONAL INSTITUTION OF THE STUDENT AFTER THIS PERSON IS SELECTED. THE EDUCATIONAL INSTITUTION WHERE THAT STUDENT IS STUDYING GENERALLY RECOMMENDS TO WHOM THE SCHOLARSHIP SHOULD BE GIVEN. THAT INSTITUTION IS RELIED UPON TO DISBURSE THE FUNDS FOR EDUCATIONAL PURPOSES ONLY AS DIRECTED IN THE AWARD LETTER. GRANT AWARDED TO MUSEUM PROPERTY SCHOLAR TO ATTEND THE ATTINGHAM SUMMER PROGRAM FOR THE STUDY OF HISTORICAL HOUSES AND COLLECTIONS IN BRITAIN. THE GRANT IS PAID DIRECTLY TO THE COUNCIL OF THE ATTINGHAM TRUST FOR TUITION AND THERE IS AN ADDITIONAL TRAVEL REIMBURSEMENT AVAILABLE UP TO $1,000 PAID DIRECTLY TO THE GRANT RECIPIENT.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 6THE SOCIETY'S MEMBERS ARE MADE UP OF OVER 15,000 MEMBERS FROM THE FORTY-FOUR STATE SOCIETIES AROUND THE NATION.
FORM 990, PART VI, SECTION A, LINE 7ATHE DIRECTORS ARE ELECTED BY THE VOTING MEMBERS OF THE SOCIETY.
FORM 990, PART VI, SECTION A, LINE 7BDECISIONS AND ACTIONS OF THE SOCIETY'S NATIONAL BOARD WHICH MIGHT AFFECT THE SOCIETY'S CONSTITUTION ARE SUBJECT TO APPROVAL OF THE BIENNIAL COUNCIL. THE BIENNIAL COUNCIL INCLUDES FIVE DELEGATES FROM EACH COLONIAL STATE PLUS THE DISTRICT OF COLUMBIA AND ONE DELEGATE FROM EACH ASSOCIATE STATE.
FORM 990, PART VI, SECTION B, LINE 11DRAFT COPIES OF THE FORM 990 ARE PROVIDED TO PRESIDENT, TREASURER, ASSISTANT TREASURER, FINANCE COMMITTEE CHAIRMAN, EXECUTIVE DIRECTOR AND THE AUDIT COMMITTEE FOR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE SOCIETY CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY HAVING EACH MEMBER OF THE NATIONAL BOARD AND THE DUMBARTON HOUSE BOARD SIGN THE CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. THOSE FORMS ARE REVIEWED FOR POSSIBLE CONFLICTS OF INTEREST WHICH ARE INVESTIGATED IF NEEDED.
FORM 990, PART VI, SECTION B, LINE 15ABOARD SOURCE REFERENCES ARE USED TO ARRIVE AT PROPOSED SALARY RECOMMENDATIONS WHICH ARE DISCUSSED BY THE FINANCE COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD BEFORE APPROVAL.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST.
FORM 990, PART XII, LINE 2CTHE SOCIETY CREATED AN AUDIT COMMITTEE IN FY 2010 THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE PUBLIC ACCOUNTANT. THE PROCESS HAS NOT CHANGED SINCE PRIOR YEAR.

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