2014-04-15T09:51:38-05:00 2013-12-31 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2013-01-01 530205923 NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION NATI 2028793365 1776 D STREET NW WASHINGTON DC 200065303 SARAH POTTS VOLL TREASURER GENERAL 2028793365 2014-04-10 1 DAVID TRIMNER P00444822 5712279500 2013 2015-11-30 17:44:51Z LYNN F YOUNG 1776 D STREET NW WASHINGTON DC 200065303 96374043 0 X WWW.DAR.ORG X 1896 DC PROMOTE HISTORIC PRESERVATION, EDUCATION, AND PATRIOTISM. 86 85 190 4775 43614 -4363 5255924 9192192 7415075 9135327 1957432 9791621 2223967 2414564 16852398 30533704 422466 1582997 0 0 6096582 7263592 0 0 1740023 6259987 7354357 12779035 16200946 4073363 14332758 90346818 107826548 8161365 9399192 82185453 98427356 X THE SOCIETY WAS ESTABLISHED TO PERPETUATE THE MEMORY AND SPIRIT OF THE MEN AND WOMEN WHO ACHIEVED AMERICAN INDEPENDENCE. THE SOCIETY ACHIEVES THIS OBJECTIVE THROUGH PROGRAMS WHICH ENCOURAGE HISTORICAL RESEARCH AND PUBLICATION, PRESERVATION OF HISTORICAL RELICS AND DOCUMENTS, EDUCATION AND PROMOTION OF PATRIOTIC ENDEAVORS. 0 0 3568336 3502178 GENEALOGY & RESEARCH: NSDAR MAINTAINS A RESEARCH AND AN EXTENSIVE GENEALOGICAL LIBRARY. THE LIBRARY CONTAINS OVER 195,000 VOLUMES, AS WELL AS MANY UNPUBLISHED GENEAOLOGY TYPESCRIPTS NOT AVAILABLE ELSEWHERE. THE LIBRARY IS OPEN TO MEMBERS AND NON-MEMBERS. 2777958 2468459 HISTORIC PRESERVATION: NSDAR MAINTAINS A MUSEUM FOR THE PURPOSE OF COLLECTING, EXHIBITING, AND PRESERVING OBJECTS RELATED TO THE AMERICAN REVOLUTION. THE MUSEUM IS OPEN TO MEMBERS AND THE GENERAL PUBLIC FREE OF CHARGE. NSDARS AMERICANA COLLECTION INCLUDES MANUSCRIPT AND IMPRINT MATERIALS PERTAINING TO LIFE IN COLONIAL AMERICA, THE REVOLUTIONARY WAR ERA, AND THE EARLY REPUBLIC. NSDAR ALSO MAINTAINS CONSTITUTION HALL, AN AUDITORIUM DEDICATED TO THE US CONSTITUTION. 2900986 256110 3552087 EDUCATION: NSDAR SUPPORTS TWO SCHOOLS IN THE APPALACHIAN AREA AND MAKES CONTRIBUTIONS TO SIX OTHER SCHOOLS. NSDAR AWARDS SCHOLARSHIPS IN POLITICAL SCIENCE, HISTORY, GOVERNMENT, ECONOMICS, BUSINESS, LAW, CHEMISTRY, NURSING, AND OCCUPATIONAL THERAPY. NSDAR ALSO PUBLISHES AMERICAN SPIRIT MAGAZINE, A BIMONTHY PUBLICATION FOCUSING ON AMERICAN HISTORY, HISTORIC PRESERVATION, PATRIOTISM, AND EDUCATION. 621854 1326887 552696 BOARD PROJECTS: THIS PROGRAM INCLUDES ACTIVITIES TARGETED FOR ACTION BY THE PRESIDENT GENERAL. THE MOST RECENT PROJECT INVOLVES THE ONGOING RESTORATION AND IMPROVEMENT OF THE NSDAR COMPLEX OF HISTORIC BUILDINGS, PROMOTING MEMBERSHIP, ADVANCING DAR'S TECHNOLOGICAL CAPABILITIES IN SUPPORT OF ITS MISSION, AND FUNDING COMMUNITY GRANTS FOR HISTORIC PRESERVATION, EDUCATION, AND PATRIOTISM. 621854 1326887 552696 9869134 1 1 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 49 0 190 1 1 1 0 0 0 0 1 1 0 0 0 0 X 86 85 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AL AR AZ CO CT FL GA HI IL KS KY MA ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT WA WI WV MD VA X SUSAN KINNECOME 2026281776 1776 D STREET NW WASHINGTON DC 200065303 LYNN F YOUNG PRESIDENT GENERAL 40.00 X X 12000 0 0 ANN T DILLON FIRST VICE PRESIDENT GENERAL 20.00 X X 0 0 0 ANN S CRIDER CHAPLAIN GENERAL 20.00 X X 0 0 0 BARBARA H CARPENTER RECORDING SECRETARY GENERAL 20.00 X X 0 0 0 KARON JARRARD CORRESPONDING SEC'Y GENERAL 20.00 X X 0 0 0 DENISE D VANBUREN ORGANIZING SECRETARY GENERAL 20.00 X X 0 0 0 MARTHA G BARNHART TREASURER GENERAL 20.00 X X 0 0 0 SHARON M WITHERS REGISTRAR GENERAL 20.00 X X 0 0 0 BANA W CASKEY HISTORIAN GENERAL 20.00 X X 0 0 0 JUDITH H CHAFFIN LIBRARIAN GENERAL 20.00 X X 0 0 0 JENNIE MAY REHNBERG CURATOR GENERAL 20.00 X X 0 0 0 MINDY T KAMMEYER REPORTER GENERAL 20.00 X X 0 0 0 JO B ANDRESS VICE PRESIDENT GENERAL 4.00 X 0 0 0 MARY ANN MIDDLETON VICE PRESIDENT GENERAL 4.00 X 0 0 0 DEBORA J REFLOR VICE PRESIDENT GENERAL 4.00 X 0 0 0 LEMIRA S PARKS VICE PRESIDENT GENERAL 4.00 X 0 0 0 VIRGINIA H TRADER VICE PRESIDENT GENERAL 4.00 X 0 0 0 SUSAN D HARRIS VICE PRESIDENT GENERAL 4.00 X 0 0 0 DIANE B KREIS VICE PRESIDENT GENERAL 4.00 X 0 0 0 DIANE B HAMILL VICE PRESIDENT GENERAL 4.00 X 0 0 0 MARGUERITE P HORTON VICE PRESIDENT GENERAL 4.00 X 0 0 0 CINDY M TOONE VICE PRESIDENT GENERAL 4.00 X 0 0 0 SUE T THOMPSON VICE PRESIDENT GENERAL 4.00 X 0 0 0 BARBARA W MAKANT VICE PRESIDENT GENERAL 4.00 X 0 0 0 SHARON THORNE-SULIMA VICE PRESIDENT GENERAL 4.00 X 0 0 0 JOY D HAGG VICE PRESIDENT GENERAL 4.00 X 0 0 0 NANCY G HEMMRICH VICE PRESIDENT GENERAL 4.00 X 0 0 0 JANET L WHITTINGTON VICE PRESIDENT GENERAL 4.00 X 0 0 0 ZADEEA G HARRIS VICE PRESIDENT GENERAL 4.00 X 0 0 0 MARY B FRISCH VICE PRESIDENT GENERAL 4.00 X 0 0 0 PATRICIA M HATFIELD VICE PRESIDENT GENERAL 4.00 X 0 0 0 ELIZABETH W JONES VICE PRESIDENT GENERAL 4.00 X 0 0 0 BONNIE P COOK VICE PRESIDENT GENERAL 4.00 X 0 0 0 LUCINDA D GRYDER STATE REGENT - AK 4.00 X 0 0 0 CONSTANCE H GRUND STATE REGENT - AL 4.00 X 0 0 0 JO ANN R COOPER STATE REGENT - AR 4.00 X 0 0 0 DANNA S KOELLING STATE REGENT - AZ 4.00 X 0 0 0 DEBRA P JAMISON STATE REGENT - CA 4.00 X 0 0 0 MARCY S KIMMINAU STATE REGENT - CO 4.00 X 0 0 0 APRIL B STALEY STATE REGENT - CT 4.00 X 0 0 0 JULIA M ROGERS STATE REGENT - DC 4.00 X 0 0 0 CLAUDIA M ONKEN STATE REGENT - DE 4.00 X 0 0 0 CYNTHIA W SYMANEK STATE REGENT - FL 4.00 X 0 0 0 VIRGINIA G LINGELBACH STATE REGENT - GA 4.00 X 0 0 0 MARY ELLEN C SMITH STATE REGENT - HI 4.00 X 0 0 0 BARBARA T HALPIN STATE REGENT - IA 4.00 X 0 0 0 REBECCA BOWEN-ODOM STATE REGENT - ID 4.00 X 0 0 0 PAMELA P BORK STATE REGENT - IL 4.00 X 0 0 0 JEANIE P HORNUNG STATE REGENT - IN 4.00 X 0 0 0 BRENDA J DOOLEY STATE REGENT - KS 4.00 X 0 0 0 BARBARA G ZINK STATE REGENT - KY 4.00 X 0 0 0 SUE L SIMPSON STATE REGENT - LA 4.00 X 0 0 0 GAIL S TERRY STATE REGENT - MA 4.00 X 0 0 0 LINDA MISTLER STATE REGENT - MD 4.00 X 0 0 0 SANDRA H SWALLOW STATE REGENT - ME 4.00 X 0 0 0 M ZANDRA BAKER STATE REGENT - MI 4.00 X 0 0 0 DIANE L CONE STATE REGENT - MN 4.00 X 0 0 0 PATRICIA WEST STATE REGENT - MO 4.00 X 0 0 0 BILLIE F BREEDLOVE STATE REGENT - MS 4.00 X 0 0 0 JOY E LINN STATE REGENT - MT 4.00 X 0 0 0 PEGGY C TROXELL STATE REGENT - NC 4.00 X 0 0 0 NANCY S LEGERSKI STATE REGENT - ND 4.00 X 0 0 0 JACQUELINE G OHLMANN STATE REGENT - NE 4.00 X 0 0 0 PHYLLIS M GAGNON STATE REGENT - NH 4.00 X 0 0 0 CORNELIA B OLDE STATE REGENT - NJ 4.00 X 0 0 0 JACQUELYN A CHASE STATE REGENT - NM 4.00 X 0 0 0 REBECCA S EISENMAN STATE REGENT - NV 4.00 X 0 0 0 MARTHA M CRAPSER STATE REGENT - NY 4.00 X 0 0 0 SANDRA M MCCANN STATE REGENT - OH 4.00 X 0 0 0 PATSY M MCFALL STATE REGENT - OK 4.00 X 0 0 0 ELLEN HOPKINS STATE REGENT - OR 4.00 X 0 0 0 ROBERTA P MCMULLEN STATE REGENT - PA 4.00 X 0 0 0 BARBARA P SIMMONS STATE REGENT - RI 4.00 X 0 0 0 DOROTHY R LIND STATE REGENT - SC 4.00 X 0 0 0 MARGARET BOBERTZ STATE REGENT - SD 4.00 X 0 0 0 SUSAN R THOMAS STATE REGENT - TN 4.00 X 0 0 0 PAMELA R WRIGHT STATE REGENT - TX 4.00 X 0 0 0 SHIRLEY W NELSON STATE REGENT - UT 4.00 X 0 0 0 VIRGINIA S STORAGE STATE REGENT - VA 4.00 X 0 0 0 ELIZABETH B BICKNELL STATE REGENT - VT 4.00 X 0 0 0 JANELLE L BRAITHWAIT STATE REGENT - WA 4.00 X 0 0 0 CLAUDETTE R FINKE STATE REGENT - WI 4.00 X 0 0 0 BARBARA M FRANKENBERRY STATE REGENT - WV 4.00 X 0 0 0 MARY AGNES MCALEENAN STATE REGENT - WY 4.00 X 0 0 0 DOMINIQUE FAVREUL STATE REGENT - FRANCE 4.00 X 0 0 0 JANET T FRY STATE REGENT - MEXICO 4.00 X 0 0 0 MERRY ANN WRIGHT PRESIDENT GENERAL 40.00 X X 12000 0 0 BEVERLY W JENSEN FIRST VICE PRESIDENT GENERAL 20.00 X X 0 0 0 LAURA M REID CHAPLAIN GENERAL 20.00 X X 0 0 0 JEAN D MANN ORGANIZING SECRETARY GENERAL 20.00 X X 0 0 0 SARAH P VOLL TREASURER GENERAL 20.00 X X 0 0 0 PATRICIA E CARPENTER REGISTRAR GENERAL 20.00 X X 0 0 0 ANN A HUNTER HISTORIAN GENERAL 20.00 X X 0 0 0 JOAN A HUNTER LIBRARIAN GENERAL 20.00 X X 0 0 0 BEVERLY D WEST CURATOR GENERAL 20.00 X X 0 0 0 CHASTAIN BARBARA VICE PRESIDENT GENERAL 4.00 X X 0 0 0 SANDLIN LINDA VICE PRESIDENT GENERAL 4.00 X X 0 0 0 GRIMES POLLY VICE PRESIDENT GENERAL 4.00 X X 0 0 0 MICOL JANE P STATE REGENT - AK 4.00 X 0 0 0 CRAFTON GALE A STATE REGENT - CO 4.00 X 0 0 0 CAHILL JOYCE A STATE REGENT - CT 4.00 X 0 0 0 FRAMPTON MARJORIE A STATE REGENT - DE 4.00 X 0 0 0 CULLEN DONNA G STATE REGENT - FL 4.00 X 0 0 0 KOOS-LEE KATHRYN A STATE REGENT - HI 4.00 X 0 0 0 JONES ELIZABETH A STATE REGENT - ID 4.00 X 0 0 0 FRYBURGER CANDACE STATE REGENT - IL 4.00 X 0 0 0 FRISCH MARY K STATE REGENT - KS 4.00 X 0 0 0 WELLS JESSIEANNE H STATE REGENT - KY 4.00 X 0 0 0 COOK BONNIE P STATE REGENT - LA 4.00 X 0 0 0 EACOTT JULIA R STATE REGENT - MA 4.00 X 0 0 0 SPILLER VIRGINIA M STATE REGENT - ME 4.00 X 0 0 0 KOTTSCHADE BONNIE R STATE REGENT - MN 4.00 X 0 0 0 WHITTINGTON JANET L STATE REGENT - MS 4.00 X 0 0 0 MCHENRY LAURIE L STATE REGENT - ND 4.00 X 0 0 0 KESSLER LAURA M STATE REGENT - NH 4.00 X 0 0 0 ARGRAVES EMILY D STATE REGENT - NJ 4.00 X 0 0 0 HARRIS ZADEEA J STATE REGENT - NM 4.00 X 0 0 0 VANBUREN DENISE D STATE REGENT - NY 4.00 X 0 0 0 SHOAF SHARLENE J STATE REGENT - OH 4.00 X 0 0 0 DAVIS DEBORAH L STATE REGENT - PA 4.00 X 0 0 0 GREINER MARCIA N STATE REGENT - RI 4.00 X 0 0 0 BAILEY ROSE E STATE REGENT - SD 4.00 X 0 0 0 HEMMRICH NANCY G STATE REGENT - TN 4.00 X 0 0 0 HATFIELD PATRICIA M STATE REGENT - VA 4.00 X 0 0 0 GRAY ANN STATE REGENT - VT 4.00 X 0 0 0 LESH NANCY BALDWIN STATE REGENT - WI 4.00 X 0 0 0 NUTTER CHARLA L STATE REGENT - WV 4.00 X 0 0 0 SIMONARD STEPHANIE H STATE REGENT FRANCE 4.00 X 0 0 0 CURTIS REE J STATE REGENT MEXICO 4.00 X 0 0 0 STEPHEN W NORDHOLT ADMINISTRATOR 40.00 X 136525 0 12922 SUSAN KINNECOME CONTROLLER 40.00 X 123535 0 10571 LEANNE VIGLIANO DIRECTOR OF HUMAN RESOURCES 40.00 X 112638 0 5768 396698 0 29261 3 0 0 0 THE CHRISTMAN COMPANY 1881 CAMPUS COMMONS SUITE 405 RESTON VA 20191 BUILDING RESTORATION 974439 HAMMOCK INC 3322 WEST END AVE SUITE 100 NASHVILLE TN 37203 MAGAZINE PUBLISHER 793657 AMERGENT 9 CENTENNIAL DRIVE PEABODY MA 01960 PRINTING, CONSULTING, AND MAILHOUSE SERV 568572 JS WAGNER COMPANY INC 4909 46TH AVE HYATTSVILLE MD 20781 COPPER ROOFING REPLACEMENT 297941 CRS FACILITY SERVICES LLC PARK 80 EAST 160 PEHLE AVE SUITE SADDLE BROOK NJ 07663 CLEANING SERVICES 281738 15 9192192 3267 9192192 MEMBERSHIP DUES 900099 5555526 5555526 APPLICATION OTHER MEMBER FEES 900099 2275399 2275399 MAGAZINE REVENUE 541800 973722 949108 24614 RECORD COPY 900099 314477 314477 LIBRARY AND OTHER FEES 900099 16203 16203 9135327 1870563 1870563 254105 254105 1201366 0 1201366 1201366 1201366 73269030 65347972 7921058 7921058 7921058 1150777 492367 658410 658410 MANAGEMENT FEES 900099 150474 150474 OTHER 900099 131209 131209 TICKETMASTER COMMISSION 711300 19000 19000 300683 30533704 10050806 43614 11247092 1230969 1230969 256110 256110 95918 95918 307553 87393 208737 11423 5784253 3398310 1941749 444194 167884 100332 54438 13114 580690 335947 200405 44338 423212 243542 147837 31833 150072 133453 16619 53580 4933 32526 16121 56926 56926 185510 136272 49238 170560 38535 42663 89362 7967 7967 2121821 1136378 660477 324966 30279 22744 2344 5191 612318 458829 144318 9171 120071 59602 20147 40322 512880 114720 329126 69034 1148330 916909 209300 22121 381197 95299 285898 PRINTING & PUBLICATIONS 1353387 723559 52281 577547 AWARDS AND GIFTS 136711 68485 50051 18175 REAL ESTATE TAXES 115803 79672 35877 254 SUBSCRIPTIONS & MEMBERS 80135 46625 21789 11721 116810 76631 29043 11136 16200946 9869134 4591789 1740023 5163934 1414556 3164549 6502815 368060 3896065 541082 628503 536363 646005 182741 288492 36024634 17820572 17071009 18204062 62415076 75340920 853753 904953 50251 177 90346818 107826548 1498155 1571191 5911096 7082211 219 14169 751895 731621 8161365 9399192 X 25366313 31136813 44344411 51247624 12474729 16042919 82185453 98427356 90346818 107826548 14332758 1909145 0 X 0 1 X 1 0 X 4508874 4586659 4081464 5255924 9192192 27625113 8522198 9342856 9327735 8336425 10261490 45790704 13031072 13929515 13409199 13592349 19453682 73415817 0 0 0 73415817 3538283 3948002 4706246 3380262 3326034 18898827 46749 64872 52161 34054 43614 241450 3585032 4012874 4758407 3414316 3369648 19140277 229196 239574 229779 248374 281683 1228606 16845300 18181963 18397385 17255039 23105013 93784700 0.78280 0.76520 0.20410 0.21970 X PART III, SECTION B, LINE 12 THE OTHER INCOME REPRESENTS MANAGEMENT FEES AND MISCELLANEOUS INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 0 1 X 45683427 8895167 -2455184 696540 51426870 43787812 5662058 2116850 5883293 45683427 40683147 1910798 1860942 667075 43787812 34971313 921881 5570664 780711 40683147 27911020 985317 6628363 694537 34971313 0.30660 0.24060 0.45280 0 0 207420 207420 30775640 13717868 17057772 5041574 4102704 938870 18204062 CHARITABLE GIFT ANNUITY 731621 731621 X 32552349 1909145 109500 2018645 30533704 0 30533704 16310446 109500 109500 16200946 0 16200946 PART III, LINE 1A: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION ACQUIRES ITS COLLECTIONS, WHICH INCLUDE MICROFILM, LIBRARY BOOKS AND HISTORICAL TREASURES OF ITS MUSEUM AND AMERICANA COLLECTION, THROUGH PURCHASE OR DONATION. NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION'S COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH AND ARE PROTECTED AND PRESERVED. AS PERMITTED BY U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, COLLECTIONS ARE NOT CAPITALIZED BY NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION, BUT RATHER EXPENSED CURRENTLY. AS OF DECEMBER 31, 2013, THE ESTIMATED FAIR VALUE OF THE COLLECTIONS WAS IN EXCESS OF $53 MILLION. NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION HAD NO SIGNIFICANT DEACCESSIONS OR DISPOSALS OF MUSEUM/LIBRARY COLLECTIONS DURING THE YEAR ENDED DECEMBER 31, 2013. PART III, LINE 4: NSDAR'S COLLECTIONS INCLUDE MICROFILM, LIBRARY BOOKS, AND HISTORICAL TREASURES OF ITS MUSEUM LIBRARY, AND AMERICANA COLLECTION. THE COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH AND ARE PROTECTED AND PRESERVED. PART IV, LINE 2B: NSDAR ACTS AS AN AGENT IN THE COLLECTION AND DISBURSEMENT OF FUNDS RECEIVED FROM CONTRIBUTORS TO DAR SCHOOLS. AS NSDAR DOES NOT HAVE VARIANCE POWER OVER THE DISBURSEMENT OF THESE FUNDS, AMOUNTS HELD FOR DAR SCHOOLS TOTALING $14,169 AT DECEMBER 31, 2013 ARE REFLECTED IN ACCOUNTS PAYABLE AND ACCRUED EXPENSES IN THE FINANCIAL STATEMENT. PART V, LINE 4: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION ENDOWMENT CONSISTS OF MULTIPLE FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES TO PROVIDE FOR THE LONG TERM SUPPORT OF THE ORGANIZATION AND ITS PROGRAMS. PART X, LINE 2: NSDAR FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN INCOME TAX POSITIONS. NSDAR EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS TAX POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. NSDAR'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR THE FISCAL YEARS ENDED FEBRUARY 28, 2011 AND 2012, AND FOR THE PERIOD MARCH 1, 2012 - DECEMBER 31, 2012 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION GRANTS 5000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION GRANTS 49218 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION GRANT 41700 0 0 0 0 0 0 95918 0 95918 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATIONAL WORKSHOPS FOR INNER CITY LONDON SCHOOL CHILDREN 5000 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) ASSISTANCE TO WOUNDED U.S. MILITARY PERSONNEL 41700 49218 GIFT CARDS, POLO SHIRTS, UNDERSHIRTS, PAJAMAS FMV 1 1 0 0 0 0 0 0 SCHEDULE F PART I # 2 NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) AWARDS SCHOLARSHIPS TO QUALIFIED APPLICANTS. THE APPLICATION PROCESS IS CONDUCTED WITHOUT REGARD TO RACE, SEX, RELIGION, OR NATIONAL ORIGIN. SCHOLARSHIPS ARE AWARDED BY THE SCHOLARSHIP COMMITTEE BASED ON ACADEMIC EXCELLENCE, COMMITMENT TO FIELD OF STUDY (AS REQUIRED), AND NEED. THE SPECIAL PROJECTS GRANTS COMMITTEE MONITORS THE USE OF NSDAR GRANT FUNDS BASED ON THE TERMS OF A GRANT AGREEMENT SIGNED BY THE GRANTEE ORGANIZATION. A FINAL WRITTEN REPORT MUST BE SUBMITTED TO THE COMMITTEE CHAIRMAN, INCLUDING PHOTOS OF THE PROJECT AND A COMPLETE FINANCIAL REPORT OF PROJECT EXPENDITURES, BEFORE THE SECOND HALF OF THE GRANT FUNDING IS RELEASED. FOR PROJECTS TAKING LONGER THAN SIX MONTHS TO COMPLETE, THE GRANTEE ORGANIZATION MUST SUBMIT A STATUS REPORT, INCLUDING THE PROJECT TIMELINE AND PHOTOS OF THE PROJECT PROGRESS. NSDAR MUST AUTHORIZE ANY PROPOSED MODIFICATIONS TO THE ORIGINAL PROJECT IN ADVANCE. NSDAR RESERVES THE RIGHT TO EXERCISE OVERSIGHT INCLUDING STATUS CALLS, INTERIM PROGRESS REPORTS, AND REVIEW OF FILES AND RECORDS. 1 GLENVILLE AREA WOMEN OF TODAY 85739 157TH ST GLENVILLE MN 56036 300064661 501(C)(3) 10000 CREATION OF VETERAN'S MEMORIAL IN BOHEMIAN NATIONAL CEMETERY KUMP EDUCATION CENTER PO BOX 1106 ELKINS WV 26241 271875896 501(C)(3) 10000 REPAIR, REPAINT FRONT AND BACK PORCHES SANTA BARBARA MARITIME MUSEUM 113 HARBOR WAY SUITE 190 SANTA BARBARA CA 93109 770392953 501(C)(3) 10000 POINT CONCEPTION LIGHTHOUSE PHASE II LENS RESTORATION & EXHIBIT REBECCA MOTTE CHAPTER NSDAR 122 EAST BAY ST CHARLESTON SC 29401 576021868 501(C)(3) 8950 RESTORATION AND PRESERVATION OF THE HISTORIC PARISH CHURCHYARD BERKELEY COUNTY BERKELEY COUNTY HISTORICAL SOCIETY PO BOX 1624 MARTINSBURG WV 25402 550726703 501(C)(3) 5108 UPGRADE MICROFILM READER/PRINTER EQUIPMENT IN RESEARCH CENTER BACONE COLLEGE 2299 OLD BACONE ROAD MUSLOGEE OK 74403 730590036 501(C)(3) 6355 ENDOWMENT ASSISTANCE, GENERAL SUPPORT BERRY COLLEGE PO BOX 490039 MOUNT BERRY GA 30149 580566133 501(C)(3) 27000 SCHOLARSHIP, DIGITAL ARCHIVES, HISTORIC GUIDEBOOK, INTERPRETIVE MARKERS CROSSNORE SCHOOL 100 DAR DRIVE CROSSMORE NC 28616 560567980 501(C)(3) 186068 ENDOWMENT INTEREST, FUNDING FOR NURSE PRACTIONER AND RECREATION DIRECTOR, FURNISHINGS, COTTAGE RENOVATION HILLSIDE SCHOOL INC 404 ROBIN HILL ROAD MARLBOROUGH MA 01752 042111216 501(C)(3) 34544 WORKBENCHES, DISPLAY CASE, MEDIA LAB, CLASSROOM PRINTERS, HEATING OIL FOR WINTER HINDMAN SETTLEMENT SCHOOL PO BOX 844 HINDMAN KY 41822 610447248 501(C)(3) 59262 DYSLEXIA PROGRAM, SUMMER TUTORING PROGRAM SCHOLARSHIPS, READING LAB PARTNERSHIP, AFTER SCHOOL TUTORING PROGRAM, ENDOWMENT INTEREST KATE DUNCAN SMITH SCHOOL 6077 MAIN STREET GRANT AL 35747 630338084 501(C)(3) 230848 ENDOWMENT INTEREST, POST SECONDARY EDUCATION SUPPORT, LAMINATING SYSTEM, SCHOOL NURSE SALARY, REFINISHING OF STAGE FLOOR, PARTIAL FUNDING OF MAINTENANCE STAFF, REPAIR OF MUSICAL INSTRUMENTS TAMASSEE DAR SCHOOL PO BOX 8 TAMASSEE SC 29686 576000973 501(C)(3) 364416 ENDOWMENT INTEREST, TECHNOLOGY SUPPORT SERVICES, LEAD TEACHER SALARY, BOARDING SCHOLARSHIP, LEARNING CENTER TUTOR, STUDENT WORK/STUDY PROGRAM,CHAPEL REPAIR WORK DOD VIETNAM WAR PROGRAM OFFICE 2521 S CLARKE STREET SUITE 650 ARLINGTON VA 22202 10000 50TH ANNIVERSARY COMMEMORATION VIETNAM WAR 13 0 SCHOLARSHIPS 87 162750 OUTSTANDING TEACHER AWARD 1 3000 U.S. MILITARY ACADEMY AWARDS 8 2631 FRIENDS OF AMERICAN HISTORY 12 7000 FRIENDS OF VETERANS 2 1600 JUNIOR AMERICAN CITIZENS 499 7933 GOOD CITIZENS AWARDS 58 16500 WARRIOR TRANSITIONAL BRIGADE WALTER REED NATIONAL MILITARY MEDICAL CENTER BETHESDA, MD 32349 FMV GIFT CARDS, DUFFLE BAGS, PACKPACKS, PILLOWS & CASES WOUNDED WARRIOR & FAMILY SUPPORT CENTER BROOKE ARMY MEDICAL CENTER SAN ANTONIO, TX 20667 FMV SWEATSHIRTS, SWEATPANTS, GIFT CARDS, UNDERGARMENTS CAMP ATTERBURY JOINT MANEUVER TRAINING CENTER EDINBURGH, IN 1680 FMV PHONE CARDS FOR DEPLOYING SERVICE MEMBERS PART I, LINE 2: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) AWARDS SCHOLARSHIPS TO QUALIFIED APPLICANTS. APPLICANTS MUST BE UNITED STATES CITIZENS AND MUST ATTEND AN ACCREDITED COLLEGE OR UNIVERSITY IN THE UNITED STATES. THE APPLICATION PROCESS IS CONDUCTED WITHOUT REGARD TO RACE, SEX, RELIGION, OR NATIONAL ORIGIN. SCHOLARSHIPS ARE AWARDED BY THE SCHOLARSHIP COMMITTEE BASED ON ACADEMIC EXCELLENCE, COMMITMENT TO FIELD OF STUDY (AS REQUIRED), AND NEED. THE SPECIAL PROJECTS GRANTS COMMITTEE MONITORS THE USE OF NSDAR GRANT FUNDS BASED ON THE TERMS OF A GRANT AGREEMENT SIGNED BY THE GRANTEE ORGANIZATION. A FINAL WRITTEN REPORT MUST BE SUBMITTED TO THE COMMITTEE CHAIRMAN, INCLUDING PHOTOS OF THE PROJECT AND A COMPLETE FINANCIAL REPORT OF PROJECT EXPENDITURES, BEFORE THE SECOND HALF OF THE GRANT FUNDING IS RELEASED. FOR PROJECTS TAKING LONGER THAN SIX MONTHS TO COMPLETE, THE GRANTEE ORGANIZATION MUST SUBMIT A STATUS REPORT, INCLUDING THE PROJECT TIMELINE AND PHOTOS OF THE PROJECT PROGRESS. NSDAR MUST AUTHORIZE ANY PROPOSED MODIFICATIONS TO THE ORIGINAL PROJECT IN ADVANCE. NSDAR RESERVES THE RIGHT TO EXERCISE OVERSIGHT INCLUDING STATUS CALLS, INTERIM PROGRESS REPORTS, AND REVIEW OF FILES AND RECORDS. X 44 X 2 3267 FAIR MARKET VALUE 0 0 1 0 PART I, LINE 33: HISTORICAL TREASURES WITH AN ESTIMATED VALUE OF $21,279 (BASED ON INDEPENDENT APPRAISALS AND INTERNAL ESTIMATES/COMPARABLES) WERE DONATED TO THE DAR MUSEUM COLLECTION. THE COLLECTION IS NOT CAPTITALIZED, AS PERMITTED BY U.S. GAAP. FORM 990, PART VI, SECTION A, LINE 1 THE TWELVE-MEMBER EXECUTIVE COMMITTEE CONSISTS OF NATIONAL OFFICERS, WHO ARE ALL MEMBERS OF THE NATIONAL BOARD OF MANAGEMENT (NBM). THE COMMITTEE HAS THE AUTHORITY TO MAKE RECOMMENDATIONS TO THE NBM AND PERFORM DUTIES OF THE BOARD BETWEEN MEETINGS, AS DEEMED EXPEDIENT. THE COMMITTEE HAS CHARGE OF ALL INVESTMENTS AND INSURANCE AS WELL AS THE AUTHORITY TO ENTER INTO CONTRACTS AND AGREEMENTS CONCERNING THE BUSINESS OF THE SOCIETY. IT ALSO MAKES RECOMMENDATIONS CONCERNING THE BUDGET TO THE NBM. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS IN THE NATIONAL SOCIETY THROUGH A CHAPTER OR AS A MEMBER-AT-LARGE. FORM 990, PART VI, SECTION A, LINE 7A EXECUTIVE OFFICERS ARE ELECTED BY MEMBERS AT THE ANNUAL MEETING, CONTINENTAL CONGRESS, EVERY THREE YEARS. ELECTIONS FOR THREE-YEAR TERMS FOR OTHER NBM POSITIONS ARE HELD ANNUALLY ON A ROTATING BASIS AT THE ANNUAL MEETING. OTHER HONORARY OFFICERS ARE ALSO ELECTED BY MEMBERS AT CONTINENTAL CONGRESS. FORM 990, PART VI, SECTION A, LINE 7B VOTING MEMBERS (STATE AND CHAPTER REGENTS AND DELEGATES) AT THE ANNUAL MEETING, CONTINENTAL CONGRESS, VOTE BY BALLOT UPON QUESTIONS INVOLVING NEW PROJECTS OR SPECIAL APPROPRIATIONS. 300 VOTING MEMBERS CONSTITUTE A QUORUM. FORM 990, PART VI, SECTION B, LINE 11 THE FINAL DRAFT OF THE FORM 990 (AS APPROVED BY THE PAID PREPARER) WILL BE REVIEWED BY THE 12-MEMBER EXECUTIVE COMMITTEE DURING A MEETING HELD PRIOR TO THE FILING DEADLINE. THE DETAILED REVIEW WILL BE CONDUCTED BY THE CONTROLLER. FORM 990, PART VI, SECTION B, LINE 12C MANAGEMENT AND THE EXECUTIVE COMMITTEE MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR POTENTIAL CONFLICTS. THE CONFLICT OF INTEREST POLICY COVERS ALL NATIONAL BOARD OF MANAGEMENT MEMBERS, AS WELL AS COMMITTEE CHAIRMEN. THOSE COVERED UNDER THE POLICY HAVE A DUTY TO DISCLOSE ANY DIRECT OR INDIRECT FINANCIAL INTEREST. ANY DISCLOSED FINANCIAL INTERESTS ARE REVIEWED AND DISCUSSED BY THE AUDIT COMMITTEE, WHICH THEN DECIDES IF A CONFLICT OF INTEREST EXISTS AND DETERMINES WHETHER OR NOT TO ENTER INTO THE TRANSACTION/ARRANGEMENT. THE AUDIT COMMITTEE ALSO QUESTIONS ANY NBM MEMBER WHO MAY HAVE FAILED TO DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. IF THE COMMITTEE DETERMINES SUCH FAILURE TOOK PLACE, IT IS AUTHORIZED TO TAKE APPROPRIATE DISCIPLINARY OR CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA IS OBTAINED AND REVIEWED ANNUALLY; COMPENSATION FOR TOP MANAGEMENT POSITIONS IS REVIEWED ANNUALLY WITH THE PERSONNEL COMMITTEE PRIOR TO THE BUDGET PROCESS. 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. IN ADDITION, BYLAWS ARE AVAILABLE TO MEMBERS ON THE MEMBERS WEBSITE AND ARE AVAILABLE FOR SALE AS PART OF THE MEMBER HANDBOOK TO ANYONE WHO VISITS NSDAR HEADQUARTERS.