2014-02-27T11:15:57-06:00 2013-08-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVENUE SUITE 500 BETHESDA MD 20814 990 2012-09-01 530224364 THE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA NATI 2023372288 2715 Q STREET NW WASHINGTON DC 20007 KATHERINE TAYLOR CAMMACK 2023372288 2014-02-15 1 DANIEL L WEAVER P01249346 3019860600 2012 2015-11-30 17:44:51Z KATHERINE TAYLOR CAMMACK 1430 COMMONWEALTH DR SUITE 302 WILMINGTON NC 28403 5955136 0 X WWW.NSCDA.ORG X 1891 DC PROMOTION OF OUR HERITAGE THROUGH PRESERVATION, PATRIOTIC SERVICE, AND EDUCATIONAL PROJECTS. 73 73 39 184 0 0 481799 542176 773521 864192 387038 441718 -19066 19092 1623292 1867178 122869 150725 0 0 396095 411312 0 0 80488 805627 968353 1324591 1530390 298701 336788 8592865 9009105 406909 514166 8185956 8494939 THE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA ACTIVELY PROMOTES OUR NATIONAL HERITAGE THROUGH HISTORIC PRESERVATION, PATRIOTIC SERVICE, AND EDUCATIONAL PROJECTS. 0 0 687074 24978 416547 MUSEUM PROPERTIES PRESERVATION, RESTORATION, AND INTERPRETATION OF HISTORIC SITES THAT OFFER INVALUABLE OPPORTUNITIES TO EXPERIENCE THE RICH VARIETY OF AMERICA'S HERITAGE. 112404 106736 76733 PATRIOTIC 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. 203770 19011 HISTORICAL ACTIVITIES PROJECTS INCLUDE RESEARCH, PRESERVATION, AND EDUCATIONAL PUBLICATIONS. 1003248 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 1 39 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 73 73 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X KATHERINE TAYLOR CAMMACK 9102391089 1430 COMMONWEALTH DR SUITE 302 WILMINGTON NC 28403 MARCY M MOODY 5.00 X X 0 0 0 SARAH B CONGDON 5.00 X X 0 0 0 VAUGHN I MORRISSETTE 5.00 X X 0 0 0 LOUISE I TAUSCHE 5.00 X X 0 0 0 CAROLINE H GOEDHART 5.00 X X 0 0 0 ANNA F DUFF 5.00 X X 0 0 0 KITTY W PETIT 5.00 X X 0 0 0 KEITH B GAMMON 5.00 X X 0 0 0 KATHERINE T CAMMACK 5.00 X X 0 0 0 DORA L ROGERS 5.00 X X 0 0 0 LUCY K BELL 5.00 X X 0 0 0 BARBARA H SPAETH 5.00 X X 0 0 0 MRS ROBERT WAYNE MONFORE 1.00 X 0 0 0 MRS CHARLES ATHANS 1.00 X 0 0 0 MRS RANDALL SCOTT BUETER 1.00 X 0 0 0 MRS STANLEY K SOLLID 1.00 X 0 0 0 MRS MARY ANNE SEHORN 1.00 X 0 0 0 MRS N ALEXANDER MACCOLL JR 1.00 X 0 0 0 MRS JOSEPH S MCDANIEL III 1.00 X 0 0 0 MRS R KENDALL NOTTINGHAM 1.00 X 0 0 0 MRS JOHN WARREN CAVEN JR 1.00 X 0 0 0 MRS RICHARD DUDLEY WILLIAMS 1.00 X 0 0 0 MRS PRESTON LENTZ 1.00 X 0 0 0 MS JEAN E PERKINS 1.00 X 0 0 0 MS ROSALIE LANGE 1.00 X 0 0 0 MRS KENNETH DAVID WINBER 1.00 X 0 0 0 MRS JAMES R SHEPHERD 1.00 X 0 0 0 MRS HOWARD SCOTT CALHOUN 1.00 X 0 0 0 MRS JAMES JOHNSTON MORRISONJR 1.00 X 0 0 0 MISS WINAFRID AVERY JENKINS 1.00 X 0 0 0 MS MARGARET ISABELLE OBERT 1.00 X 0 0 0 MRS ROBERT WINSLOW HAGOPIAN 1.00 X 0 0 0 MRS JOHN R NICHOLSON 1.00 X 0 0 0 MRS CARL NORTON HENSEL 1.00 X 0 0 0 MRS MARK F HEARNE 1.00 X 0 0 0 MRS JAMES A HEDGPETH JR 1.00 X 0 0 0 MRS RICHARD THOMAS CRAWFORD 1.00 X 0 0 0 MRS WILLIAM B OGDEN 1.00 X 0 0 0 MRS JIM LLOYD FLING JR 1.00 X 0 0 0 MRS VINCENT S VILLARD JR 1.00 X 0 0 0 MRS DAVID MURCHISON EGGLESTON 1.00 X 0 0 0 CYNTHIA ANN COLE 1.00 X 0 0 0 MRS MICHAEL EUGENE MCPHERSON 1.00 X 0 0 0 MRS TODD S LIEBOW 1.00 X 0 0 0 MRS JEFFREY S SHAVER 1.00 X 0 0 0 MRS WILLIAM J BREDBECK SR 1.00 X 0 0 0 MRS JULIAN WILSON WALKER JR 1.00 X 0 0 0 MRS J OTEY WALKER III 1.00 X 0 0 0 MRS MARVIN E BRADSHAW 1.00 X 0 0 0 MRS CARY T GRAYSON JR 1.00 X 0 0 0 MRS LAURA REYNOLDS TOWERS 1.00 X 0 0 0 MRS PETER ALAN MOST 1.00 X 0 0 0 MRS JOHN P BOYLIN 1.00 X 0 0 0 DR ANNE VRAVICK 1.00 X 0 0 0 MRS ROBERT L FERRIL 1.00 X 0 0 0 MRS H ROBERT WARREN 1.00 X 0 0 0 MRS HENRY R RAAB 1.00 X 0 0 0 MRS CHARLES M HAMANN 1.00 X 0 0 0 MRS ROBERT CAMPBELL WITCHER 1.00 X 0 0 0 MRS THOMAS AIKEN WOODWARD 1.00 X 0 0 0 MRS DAVID FUCHS 1.00 X 0 0 0 LIZ FORMAN 1.00 X 0 0 0 MRS JOHN FRAMPTON MAYBANK 1.00 X 0 0 0 ELLEN F HOLT 1.00 X 0 0 0 SALLY E SCHULZ 1.00 X 0 0 0 MRS JOHN ROBERT ALLEN 1.00 X 0 0 0 CAROL HOLLIDAY BLEW 1.00 X 0 0 0 FRANCES W LOUGHLIN 1.00 X 0 0 0 MRS V CASSEL ADAMSON JR 1.00 X 0 0 0 MELANIE M HUNT 1.00 X 0 0 0 MORRIE KILLIAN 1.00 X 0 0 0 MS KAREN BUCKLEY 1.00 X 0 0 0 HILARY F GRIPEKOVEN 5.00 X X 0 0 0 BARBARA B HARRISON 5.00 X X 0 0 0 JANE H GRANTHAM 5.00 X X 0 0 0 SUE K HALTON 5.00 X X 0 0 0 ELLEN Z JOHNSON 5.00 X X 0 0 0 MRS PHILIP H GRANTHAM 1.00 X 0 0 0 MRS ALEXANDER C MCLEOD 1.00 X 0 0 0 MRS JOHN S RUTHERFORD 1.00 X 0 0 0 MRS RALPH NICOLSON HOBBS 1.00 X 0 0 0 MRS WILLIAM B BULL 1.00 X 0 0 0 MRS JOHN CHARLES HARRIS 1.00 X 0 0 0 MRS THOMAS KNIGHT MCATEER 1.00 X 0 0 0 DR JEAN MCGINNIS 1.00 X 0 0 0 MRS WILLIAM MOORE AUKAMP 1.00 X 0 0 0 MRS J DAPRAY MUIR 1.00 X 0 0 0 MRS BRUCE ARNOLD CHAPPELL 1.00 X 0 0 0 MRS ALBERT CARLYLE ESPY III 1.00 X 0 0 0 MRS PETER F C ARMSTRONG 1.00 X 0 0 0 MRS DAVID G LINVILLE 1.00 X 0 0 0 MRS BENJAMIN DOWNING DAY 1.00 X 0 0 0 MRS MARSHALL GEORGE LINN III 1.00 X 0 0 0 MS KATHERINE M DAVIS 1.00 X 0 0 0 MRS HOWARD KENT SOPER 1.00 X 0 0 0 MRS ROBERT P TIMOTHY 1.00 X 0 0 0 JMRS MICHAEL E SCHULTES 1.00 X 0 0 0 MS PRISCILLA BREWSTER 1.00 X 0 0 0 MRS VAB PATTERSON 1.00 X 0 0 0 MRS G ROBERT CHENOWETH 1.00 X 0 0 0 MS PATRICIA S MEYERS 1.00 X 0 0 0 JUDITH M PERINCHIEF 1.00 X 0 0 0 MRS MATHIAS CONRAD ZERI 1.00 X 0 0 0 MRS JOHN ANTHONY SIPP 1.00 X 0 0 0 MRS MICHAEL DORING CONNELLY 1.00 X 0 0 0 1MRS ROBERT M KANE 1.00 X 0 0 0 1MRS ROBERT GRAY ROGERS JR 1.00 X 0 0 0 MRS NORMAN J CATIR JR 1.00 X 0 0 0 JMRS CHARLES M BINNICKER JR 1.00 X 0 0 0 MRS ROBERT E MCCABE JR 1.00 X 0 0 0 MS MARY CHRISTINE LOVE 1.00 X 0 0 0 KAREN DALY 40.00 X 84244 0 5018 84244 0 5018 0 0 0 0 0 11130 531046 11130 542176 MEMBERSHIP DUES 900099 613247 613247 MEETINGS REVENUE 900099 173144 173144 SPECIAL PROJECT INCOME 900099 70721 70721 PROCEEDS FROM DEACCESSIONS 900099 7080 7080 864192 118541 118541 151899 169831 -17932 -17932 -17932 4228609 3905432 323177 323177 323177 6680 11130 4043 2637 2637 19360 8652 10708 10708 MISCELLANEOUS 900099 23679 23679 23679 1867178 898579 0 426423 43989 43989 106736 106736 89262 40168 36597 12497 269384 175406 64359 29619 23369 14316 6538 2515 29297 17723 8058 3516 3500 3500 53253 1431 46956 4866 24752 24752 49724 2319 45811 1594 13534 13200 81 253 38110 18841 14840 4429 13742 7573 1884 4285 27639 24493 2995 151 66100 32767 32423 910 193402 102006 91333 63 120710 106971 13080 659 23950 18407 4944 599 FACILITIES AND GROUND M 153348 139762 12934 652 EDUCATION/MUSEUM PROGRA 79283 78033 1250 PRINTING AND PUBLICATIO 43144 8761 21093 13290 IDDL DATA PROJECT 38964 38964 25198 11382 13226 590 1530390 1003248 446654 80488 260205 199132 1342337 1425538 9125 34685 1896 1982 20079 21353 28636 36422 4651845 2406490 2152595 2245355 4767992 5013183 10000 31455 8592865 9009105 102661 164070 282419 339366 21829 10730 406909 514166 X 7274294 7558062 748641 801678 163021 135199 8185956 8494939 8592865 9009105 336788 -27805 0 X X 0 1 X 1 0 X 397310 695984 453417 481799 531046 2559556 760690 744447 931296 792356 883552 4112341 1158000 1440431 1384713 1274155 1414598 6671897 5500 263377 4675 55465 106741 435758 9492 47394 56886 5500 263377 4675 64957 154135 492644 6179253 330078 229670 278739 258360 270440 1367287 330078 229670 278739 258360 270440 1367287 3055 5468 500 3236 23679 35938 1491133 1675569 1663952 1535751 1708717 8075122 0.76520 0.76630 0.16930 0.18420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 1173526 217421 81678 68201 168955 6811 1228658 1053454 167784 64278 66660 39528 5801 1173526 896615 140267 109449 59430 28128 5320 1053454 758942 311308 34993 73944 132134 2550 896615 784488 180950 -78814 101350 26332 758942 0.24000 0.11000 0.65000 0 0 210238 210238 3772966 2016801 1756165 63224 55245 7979 605417 334444 270973 2245355 OTHER CURRENT LIABILITIES 10730 10730 X 1839373 -27805 -27805 1867178 0 1867178 1530390 0 1530390 0 1530390 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO SATISFY THE RESTRICTIONS THAT HAVE BEEN PLACED ON THOSE FUNDS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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. AUCTION 17810 11130 6680 3043 1000 17810 11130 6680 3043 1000 4043 2637 1 GUNSTON HALL REGENTS FUND 521284368 501(C)3 24978 CONTRIBUTION WILTON HOUSE MUSEUM 540673671 501(C)3 7000 CONTRIBUTION FRIENDS OF SULGRAVE MANOR 540244162 501(C)3 7000 CONTRIBUTION 3 AMERICAN HISTORY GRADUATE SCHOLARSHIP 4 20000 INDIAN NURSE PROGRAM SCHOLARSHIP 15 19000 MUSEUM PROPERTY SCHOLARSHIP AT ATTINGHMA 1 6595 WASHINGTON WORKSHOP SCHOLARSHIP 54 61141 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. FORM 990, PART VI, SECTION A, LINE 6 THE 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 7A THE DIRECTORS ARE ELECTED BY THE VOTING MEMBERS OF THE SOCIETY. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS 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 11 DRAFT 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 12C THE 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 15A BOARD 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 19 DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C THE 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.