2013-02-27T08:38:22-06:00 2012-08-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVENUE SUITE 500 BETHESDA MD 20814 990 2011-09-01 530224364 THE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA NATI 2023372288 2715 Q STREET NW WASHINGTON DC 20007 KATHERINE TAYLOR CAMMACK 2023372288 2013-02-19 1 DANIEL L WEAVER P01249346 3019860600 2011 2016-02-25 16:41:14Z KATHERINE TAYLOR CAMMACK 1430 COMMONWEALTH DR SUITE 302 WILMINGTON NC 28403 3943106 0 X WWW.NSCDA.ORG X 1891 DC PROMOTION OF OUR HERITAGE THROUGH PRESERVATION, PATRIOTIC SERVICE, AND EDUCATIONAL PROJECTS. 76 76 35 186 0 0 453417 481799 886360 773521 305557 387038 6833 -19066 1652167 1623292 91370 122869 0 0 408704 396095 0 0 59672 868190 805627 1368264 1324591 283903 298701 8271266 8592865 335041 406909 7936225 8185956 THE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA ACTIVELY PROMOTES OUR NATIONAL HERITAGE THROUGH HISTORIC PRESERVATION, PATRIOTIC SERVICE, AND EDUCATIONAL PROJECTS. 0 0 699312 26169 MUSEUM PROPERTIES PRESERVATION, RESTORATION, AND INTERPRETATION OF HISTORIC SITES THAT OFFER INVALUABLE OPPORTUNITIES TO EXPERIENCE THE RICH VARIETY OF AMERICA'S HERITAGE. 101150 96700 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. 113788 HISTORICAL ACTIVITIES PROJECTS INCLUDE RESEARCH, PRESERVATION, AND EDUCATIONAL PUBLICATIONS. 914250 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 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 0 1 18 0 1 35 1 0 0 0 0 0 0 0 0 0 0 0 0 X 76 76 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 HILARY F GRIPEKOVEN 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 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 KEITH B GAMMON 5.00 X X 0 0 0 KATHERINE T CAMMACK 5.00 X X 0 0 0 ELLEN Z JOHNSON 5.00 X X 0 0 0 LUCY K BELL 5.00 X X 0 0 0 ELLEN F HOLT 5.00 X X 0 0 0 MRS RALPH NICOLSON HOBBS 1.00 X 0 0 0 MRS THOMAS KNIGHT MCATEER 1.00 X 0 0 0 MRS WILLIAM MOORE AUKAMP 1.00 X 0 0 0 MRS ALBERT CARLYLE ESPY III 1.00 X 0 0 0 MRS BENJAMIN DOWNING DAY 1.00 X 0 0 0 MS KATHERINE M DAVIS 1.00 X 0 0 0 MS MARGARET ISABELLE OBERT 1.00 X 0 0 0 MRS PRISCILLA BREWSTER 1.00 X 0 0 0 MRS G ROBERT CHENOWETH 1.00 X 0 0 0 JUDITH M PERINCHIEF 1.00 X 0 0 0 MRS WILLIAM B BULL 1.00 X 0 0 0 DR JEAN MCGINNIS 1.00 X 0 0 0 MRS J DAPRAY MUIR 1.00 X 0 0 0 MRS PETER FORBES CAMPBELL 1.00 X 0 0 0 MRS MARSHALL GEORGE LINN III 1.00 X 0 0 0 MRS HOWARD KENT SOPER 1.00 X 0 0 0 MRS ROBERT WINSLOW HAGOPIAN 1.00 X 0 0 0 MRS VAB PATTERSON 1.00 X 0 0 0 MRS RICHARD THOMAS CRAWFORD 1.00 X 0 0 0 MRS MATHIAS CONRAD ZERI 1.00 X 0 0 0 MRS JOHN CHARLES HARRIS 1.00 X 0 0 0 MRS N ALEXANDER MACCOLL JR 1.00 X 0 0 0 MRS BRUCE ARNOLD CHAPPELL 1.00 X 0 0 0 MRS DAVID G LINVILLE 1.00 X 0 0 0 MRS JAMES R SHEPHERD 1.00 X 0 0 0 MRS ROBERT P TIMOTHY 1.00 X 0 0 0 MRS MICHAEL E SCHULTES 1.00 X 0 0 0 MRS MARK F HEARNE 1.00 X 0 0 0 MS PATRICIA S MEYERS 1.00 X 0 0 0 MRS JOHN ANTHONY SIPP 1.00 X 0 0 0 MRS DAVID MURCHISON EGGLESTON 1.00 X 0 0 0 MRS TODD S LIEBOW 1.00 X 0 0 0 MRS JULIAN WILSON WALKER JR 1.00 X 0 0 0 MRS CARY T GRAYSON JR 1.00 X 0 0 0 MRS JOHN P BOYLIN 1.00 X 0 0 0 MRS ROBERT E MCCABE JR 1.00 X 0 0 0 MRS MICHAEL DORING CONNELLY 1.00 X 0 0 0 MRS ROBERT GRAY ROGERS JR 1.00 X 0 0 0 MRS CHARLES M BINNICKER JR 1.00 X 0 0 0 MRS LAURA REYNOLDS TOWERS 1.00 X 0 0 0 DR ANNE VRAVICK 1.00 X 0 0 0 MRS ROBERT M KANE 1.00 X 0 0 0 MRS NORMAN J CATIR JR 1.00 X 0 0 0 MRS MARVIN E BRADSHAW 1.00 X 0 0 0 MRS JAMES L GOEDHART 1.00 X 0 0 0 MS MARY CHRISTINE LOVE 1.00 X 0 0 0 MRS PETER I C KNOWLES 1.00 X 0 0 0 MS KAREN BUCKLEY 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 STEVEN DUFF 1.00 X 0 0 0 MRS ALEXANDER MCLEOD 1.00 X 0 0 0 MRS JAMES GOEDHART 1.00 X 0 0 0 MRS ROBERT ROGERS 1.00 X 0 0 0 LAURA RUTHERFORD 1.00 X 0 0 0 BESS FUCHS 1.00 X 0 0 0 LIZ FORMAN 1.00 X 0 0 0 MRS JOHN F MAYBANK 1.00 X 0 0 0 SALLY E SCHULTZ 1.00 X 0 0 0 MRS JOHN R ALLEN 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 MRS H ROBERT WARREN 1.00 X 0 0 0 CAROL HOLLIDAY BLEW 1.00 X 0 0 0 KAREN DALY 40.00 X 82053 0 4938 82053 0 4938 0 0 0 0 0 481799 481799 MEMBERSHIP DUES 900099 616828 616828 SPECIAL PROJECT INCOME 900099 70718 70718 MEETINGS REVENUE 900099 59800 59800 PROCEEDS FROM DEACCESS 900099 26175 26175 773521 138798 138798 119562 153142 -33580 -33580 -33580 2406916 2158676 248240 248240 248240 439 336 103 103 18835 7660 11175 11175 MISCELLANEOUS 900099 3236 3236 3236 1623292 787932 0 353561 122869 122869 86991 39146 35667 12178 253572 192006 54167 7399 27800 17896 8935 969 27732 19082 7073 1577 3500 3500 46276 38600 7676 22616 22616 30486 25812 4674 15116 14673 443 56576 25789 26171 4616 21588 9915 6212 5461 28138 24935 3049 154 52795 23733 27319 1743 62440 19257 43183 121907 108032 13209 666 24686 20663 3754 269 EDUCATION/MUSEUM PROGRA 118076 115923 2153 FACILITIES AND GROUND M 91225 80842 9885 498 PRINTING AND PUBLICATIO 43702 16214 17196 10292 IDDL DATA PROJECT 41342 41342 25158 21933 1725 1500 1324591 914250 350669 59672 142267 260205 1189398 1342337 10805 9125 150 1896 22962 20079 28106 28636 4448436 2295841 2255067 2152595 4607511 4767992 15000 10000 8271266 8592865 56369 102661 262288 282419 16384 21829 335041 406909 X 7121804 7274294 654884 748641 159537 163021 7936225 8185956 8271266 8592865 X 298701 -48970 X X 0 1 1 X 0 X 418858 397310 695984 453417 481799 2447368 605237 760690 744447 931296 792356 3834026 1024095 1158000 1440431 1384713 1274155 6281394 14577 5500 263377 4675 55465 343594 9492 9492 14577 5500 263377 4675 64957 353086 5928308 328160 330078 229670 278739 258360 1425007 328160 330078 229670 278739 258360 1425007 17742 3055 5468 500 3236 30001 1369997 1491133 1675569 1663952 1535751 7736402 0.76630 0.75150 0.18420 0.19220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 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 0.22000 0.14000 0.64000 0 0 210238 210238 3815537 1916256 1899281 74595 61157 13438 348066 318428 29638 2152595 OTHER CURRENT LIABILITIES 21829 21829 1623292 1324591 298701 -48970 -48970 249731 1574322 -48970 -48970 1623292 0 1623292 1324591 0 1324591 0 1324591 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: THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE SOCIETY MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE SOCIETY AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. ANY TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR FISCAL YEAR 2012. 1 GUNSTON HALL REGENTS FUND 521284368 501(C)3 24669 FMV CONTRIBUTION WILTON HOUSE MUSEUM 540673671 501(C)3 500 0 FMV CONTRIBUTION FRIENDS OF SULGRAVE MANOR 540244162 501(C)3 500 FMV CONTRIBUTION NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA IN THE STATE OF TENNESSEE 626049480 501(C)3 500 FMV CONTRIBUTION AMERICAN HISTORY GRADUATE SCHOLARSHIP 4 20000 INDIAN NURSE PROGRAM SCHOLARSHIP 18 17000 WASHINGTON WORKSHOP SCHOLARSHIP 60 59700 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. 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. X 3 NONE 0 1 0 NON REPORTING OF REVENUE: PART I, LINE 33: ART - HISTORICAL TREASURES AND HISTORICAL ARTIFACTS ARE CONSIDERED COLLECTIONS BY THE SOCIETY. THE COLLECTIONS ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION AND CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS IN ACCORDANCE WITH GAAP. FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY'S MEMBERS ARE MADE UP OF OVER 15,000 MEMBERS FROM THE FORTY-FIVE 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -48,970. 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.