2012-10-04T16:14:23-05:00 2012-02-29 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2011-03-01 530205923 NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION NATI 2028793365 1776 D STREET NW WASHINGTON DC 200065303 SARAH POTTS VOLL 2028793365 2012-10-03 1 KAREN A GRIES P00078514 5712279500 2011 2016-02-24 21:20:13Z MERRY ANN T WRIGHT 1776 D STREET NW WASHINGTON DC 200065303 165316026 0 X WWW.DAR.ORG X 1896 DC THE MISSION OF THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION IS TO PROMOTE HISTORIC PRESERVATION, EDUCATION, AND PATRIOTISM. 86 85 176 4775 52161 -11498 4586659 4081464 8385626 8144117 2010680 552249 2465119 2651922 17448084 15429752 283665 357430 0 0 7489941 7596160 0 0 1505376 8133626 7322565 15907232 15276155 1540852 153597 82030697 84603858 7606120 8121272 74424577 76482586 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 3563792 3489758 GENEALOGY & RESEARCH: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION MAINTAINS A RESEARCH STAFF AND AN EXTENSIVE GENEALOGICAL LIBRARY. THE LIBRARY CONTAINS OVER 195,000 VOLUMES, AS WELL AS MANY UNPUBLISHED GENEALOGY TYPESCRIPTS NOT AVAILABLE ELSEWHERE. THE LIBRARY IS OPEN TO MEMBERS AND NON-MEMBERS. 2742351 2399495 HISTORIC PRESERVATION: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 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. NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION'S AMERICANA COLLECTION INCLUDES MANUSCRIPT AND IMPRINT MATERIALS PERTAINING TO LIFE IN COLONIAL AMERICA, THE REVOLUTIONARY WAR ERA, AND THE EARLY REPUBLIC. NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION ALSO MAINTAINS CONSTITUTION HALL, AN AUDITORIUM DEDICATED TO THE U.S. CONSTITUTION. 2549225 155551 2921047 EDUCATION: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION SUPPORTS TWO SCHOOLS IN THE APPALACHIAN AREA AND MAKES CONTRIBUTIONS TO SIX OTHER SCHOOLS. NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION AWARDS SCHOLARSHIPS IN POLITICAL SCIENCE, HISTORY, GOVERNMENT, ECONOMICS, BUSINESS, LAW, CHEMISTRY, NURSING, AND OCCUPATIONAL THERAPY. NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION ALSO PUBLISHES AMERICAN SPIRIT MAGAZINE, A BIMONTHLY PUBLICATION FOCUSING ON AMERICAN HISTORY, HISTORIC PRESERVATION, PATRIOTISM, AND EDUCATION. 278615 201879 242825 BOARD PROJECTS: THIS PROGRAM INCLUDES ACTIVITIES TARGETED FOR ACTION BY THE PRESIDENT GENERAL. THE MOST RECENT PROJECT INVOLVES THE ONGOING RESTORATION OF THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION COMPLEX OF HISTORIC BUILDINGS, STRENGTHENING MEMBERSHIP THROUGH SUPPORT AND TRAINING, AND A FINANCIAL GRANT PROGRAM BENEFITTING PROJECTS THAT FURTHER THE DAR MISSION IN LOCAL COMMUNITIES. 278615 201879 242825 9133983 1 1 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 47 0 1 176 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 THE SOCIETY 2026281776 1776 D STREET NW WASHINGTON DC 200065303 MERRY ANN WRIGHT 40.00 X X 24000 0 0 BEVERLY W JENSEN 20.00 X X 0 0 0 LAURA M REID 20.00 X X 0 0 0 LYNN F YOUNG 20.00 X X 0 0 0 SALLY N BUENO 20.00 X X 0 0 0 JEAN D MANN 20.00 X X 0 0 0 SARAH P VOLL 20.00 X X 0 0 0 PATRICIA E CARPENTER 20.00 X X 0 0 0 ANN A HUNTER 20.00 X X 0 0 0 JOAN A HUNTER 20.00 X X 0 0 0 BEVERLY D WEST 20.00 X X 0 0 0 JEAN W VAUGHAN 20.00 X X 0 0 0 TOLLE MARY LYNN 4.00 X X 0 0 0 JONES MARTHA B 4.00 X X 0 0 0 HINSHAW JOYCE S 4.00 X X 0 0 0 HESKE SUZANNE M 4.00 X X 0 0 0 HUNTSMAN IVERNA L 4.00 X X 0 0 0 REICHENBERG LOA L 4.00 X X 0 0 0 LERUD-CHUBB DIANNE B 4.00 X X 0 0 0 CARPENTER BARBARA H 4.00 X X 0 0 0 STOUT CYNTHIA T 4.00 X X 0 0 0 WARD SHELBY D 4.00 X X 0 0 0 BRATTON SUE C 4.00 X X 0 0 0 STUHLMACHER JULIE F 4.00 X X 0 0 0 GLASGOW BONNIE S 4.00 X X 0 0 0 VORK FAYE W 4.00 X X 0 0 0 WITHERS SHARON M 4.00 X X 0 0 0 CHAFFIN JUDITH H 4.00 X X 0 0 0 CHASTAIN BARBARA B 4.00 X X 0 0 0 CASKEY BANA W 4.00 X X 0 0 0 ARCHER GRETTA B 4.00 X X 0 0 0 SANDLIN LINDA S 4.00 X X 0 0 0 GRIMES POLLY H 4.00 X X 0 0 0 MICOL JANE P 4.00 X 0 0 0 HORTON MARGUERITE P 4.00 X 0 0 0 THOMPSON SUE E 4.00 X 0 0 0 TROTH STEPHANIE H 4.00 X 0 0 0 JARRARD KARON 4.00 X 0 0 0 CRAFTON GALE A 4.00 X 0 0 0 CAHILL JOYCE A 4.00 X 0 0 0 THORNE-SULIMA SHARON K 4.00 X 0 0 0 FRAMPTON MARJORIE A 4.00 X 0 0 0 CULLUN DONNA G 4.00 X 0 0 0 BALDWIN SALLY M 4.00 X 0 0 0 KOOS-LEE KATHRYN A 4.00 X 0 0 0 VAN NIEWAAL LINDA D 4.00 X 0 0 0 JONES ELIZABETH A 4.00 X 0 0 0 FRYBURGER CANDACE 4.00 X 0 0 0 BARNHART MARTHA 4.00 X 0 0 0 FRISCH MARY K 4.00 X 0 0 0 WELLS JESSIEANNE H 4.00 X 0 0 0 COOK BONNIE P 4.00 X 0 0 0 EACOTT JULIA R 4.00 X 0 0 0 GEORGE RUANN 4.00 X 0 0 0 SPILLER VIRGINIA M 4.00 X 0 0 0 DENNERT PATRICIA 4.00 X 0 0 0 KOTTSCHADE BONNIE R 4.00 X 0 0 0 NASH DONNA C 4.00 X 0 0 0 WHITTINGTON JANET L 4.00 X 0 0 0 SALITROS PEGGY F 4.00 X 0 0 0 ANDERSON SUE 4.00 X 0 0 0 MCHENRY LAURIE L 4.00 X 0 0 0 EKELER JUDY K 4.00 X 0 0 0 KESSLER LAURA M 4.00 X 0 0 0 ARGRAVES EMILY D 4.00 X 0 0 0 HARRIS ZADEEA J 4.00 X 0 0 0 LAMPUS KAREN W 4.00 X 0 0 0 VANBUREN DENISE D 4.00 X 0 0 0 SHOAF SHARLENE J 4.00 X 0 0 0 HAMILL DIANE B 4.00 X 0 0 0 BUCK JANE H 4.00 X 0 0 0 DAVIS DEBORAH L 4.00 X 0 0 0 GREINER MARCIA N 4.00 X 0 0 0 ALTMAN MARILYN 4.00 X 0 0 0 BAILEY ROSE E 4.00 X 0 0 0 HEMMRICH NANCY G 4.00 X 0 0 0 HAGG JOY 4.00 X 0 0 0 TOONE CINDY M 4.00 X 0 0 0 HATFIELD PATRICIA M 4.00 X 0 0 0 KREIS DIANE 4.00 X 0 0 0 NELSON JANICE D 4.00 X 0 0 0 MILLER SHERRON P 4.00 X 0 0 0 NUTTER CHARLA L 4.00 X 0 0 0 TETER DARLA C 4.00 X 0 0 0 SIMONARD STEPHANIE H 4.00 X 0 0 0 CURTIS REE J 4.00 X 0 0 0 STEPHEN NORDHOLT 40.00 X 136538 0 10999 SUSAN KINNECOME 40.00 X 121595 0 10136 LEANNE VIGLIANO 40.00 X 109343 0 5625 391476 0 26760 3 0 0 0 THE CHRISTMAN COMPANY 901 NORTH PITT ST SUITE 230 ALEXANDRIA VA 22314 BUILDING RESTORATION 1807427 HAMMOCK INC 3322 WEST END AVE SUITE 100 NASHVILLE TN 37203 MAGAZINE PUBLISHER 678787 WILLIS OF MARYLAND INC 12505 PARK POTOMAC AVE 300 POTOMAC MD 20854 INSURANCE BROKER 433953 CRS FACILITY SERVICES LLC 475 MARKET ST SUITE 105 ELMWOOD PARK NJ 07407 CLEANING SERVICES 312382 CULBERTSON COMPANY OF VIRGINIA 11996 BALLS FORD ROAD MANASSAS VA 20109 ROOF REPAIR & REPLACEMENT 305500 10 4081464 80746 4081464 MEMBERSHIP DUES 900099 5223553 5223553 APPLICATION OTHER MEMB 900099 1831610 1831610 MAGAZINE REVENUE 541800 717434 690533 26901 RECORD COPY 900099 354927 354927 LIBRARY AND OTHER FEES 900099 16593 16593 8144117 2015493 2015493 296713 296713 1394040 0 1394040 1394040 1394040 147918641 149381885 -1463244 -1463244 -1463244 1209970 504389 705581 705581 OTHER 900099 134964 134964 MANAGEMENT FEES 900099 95364 95364 TICKETMASTER COMMISSIO 711300 25260 25260 255588 15429752 9053125 52161 2243002 136397 136397 155551 155551 65482 65482 265343 71888 184853 8602 6108664 3542429 2142333 423902 176840 104358 59994 12488 602280 342460 217667 42153 443033 252572 160237 30224 94279 85812 8467 60910 6055 35922 18933 65006 65006 202965 177143 25822 150947 89935 32512 28500 18793 18793 1857910 927406 625855 304649 33791 17731 14322 1738 636665 478728 147692 10245 80594 7712 22914 49968 337380 47635 218476 71269 1047547 829065 196205 22277 421171 105293 315878 PRINTING & PUBLICATIONS 1170905 689329 19242 462334 CONTRIBUTIONS 776252 767752 8500 0 OTHER EXPENSES 142411 81727 51980 8704 REAL ESTATE TAXES 120389 82930 37215 244 104650 49800 45704 9146 15276155 9133983 4636796 1505376 1024600 1126751 3769466 1655675 432734 225115 160678 179266 438298 481734 365768 278637 32070995 15748042 14513018 16322953 60359410 63391378 857608 848226 109117 94123 82030697 84603858 1967864 2066106 4844013 5253135 103367 51536 690876 750495 7606120 8121272 X 23150837 23777955 39184151 40430916 12089589 12273715 74424577 76482586 82030697 84603858 X 153597 1904412 X X 0 1 1 X 0 X 8283225 10654031 9545225 9954010 9305017 47741508 3547483 3522115 3485847 3975505 4104182 18635132 11830708 14176146 13031072 13929515 13409199 66376640 0 0 0 66376640 7277221 3993586 3538283 3948002 4706246 23463338 7277221 3993586 3538283 3948002 4706246 23463338 292163 396346 229196 239574 229779 1387058 19400092 18566078 16798551 18117091 18345224 91227036 0.72760 0.70430 0.25720 0.28020 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: 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 40683147 1910798 1860942 667075 43787812 34971313 921881 5570664 780711 40683147 27911020 985317 6628363 694537 34971313 41820747 1724828 -15160418 474137 27911020 0.29910 0.27780 0.42310 0 0 207420 207420 27594235 12215307 15378928 4269340 3532735 736605 16322953 MINERAL INTERESTS 237045 F PERPETUAL TRUSTS 611181 F 848226 INTEREST RECEIVABLE 94123 94123 CHARITABLE GIFT ANNUITY 750495 750495 15429752 15276155 153597 1904412 1904412 2058009 17443667 1904412 109500 2013912 15429755 -3 -3 15429752 15385658 109500 109500 15276158 -3 -3 15276155 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 FEBRUARY 29, 2012, THE ESTIMATED FAIR VALUE OF THE COLLECTIONS WAS IN EXCESS OF $50 MILLION. NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION HAD NO SIGNIFICANT DEACQUISITIONS OR DISPOSALS OF MUSEUM/LIBRARY COLLECTIONS DURING THE FISCAL YEAR ENDED FEBRUARY 29, 2012. PART III, LINE 4: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION'S COLLECTIONS INCLUDE MICROFILM, LIBRARY BOOKS, AND HISTORICAL TREASURES OF ITS MUSEUM AND AMERICANA COLLECTION. THE COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH AND ARE PROTECTED AND PRESERVED. PART IV, LINE 2B: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION ACTS AS AN AGENT IN THE COLLECTION AND DISBURSEMENT OF FUNDS RECEIVED FROM CONTRIBUTORS TO DAR SCHOOLS. AS NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION DOES NOT HAVE VARIANCE POWER OVER THE DISBURSEMENT OF THESE FUNDS, AMOUNTS HELD FOR DAR SCHOOLS TOTALING $51,536 AT FEBRUARY 29, 2012 ARE REFLECTED IN ACCOUNTS PAYABLE AND ACCRUED EXPENSES IN THE FINANCIAL STATEMENT. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS SUBJECT TO TAX ONLY ON ITS NET UNRELATED BUSINESS INCOME. ADDITIONALLY, NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION IS EXEMPT FROM INCOME TAXES IN THE DISTRICT OF COLUMBIA. IT HAS BEEN DETERMINED THAT NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN INCOME TAX POSITIONS. NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS TAX POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION'S INCOME TAX RETURN ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR THE FISCAL YEARS ENDED 2009 THROUGH 2011 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING DIFFERENCE -3. PART XIII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING DIFFERENCE -3. 0 0 0 0 0 0 0 0 0 0 X EUROPE ASSISTANCE TO WOUNDED U.S. MILITARY PERSONNEL 40482 SWEATSHIRTS, GLOVES, UNDERGARMENTS, DUFFLE BAGS, BACKPACKS, JACKETS, STRESS REDUCTION PROGRAM FMV MIDDLE EAST AND NORTH AFRICA ASSISTANCE TO ACTIVE U.S. MILITARY PERSONNEL 25000 0 TELEPHONE CARDS FMV 2 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: THE GRANT WAS SENT TO LANDSTUHL REGIONAL MEDICAL CENTER U.S. MILITARY HOSPITAL, WOUNDED WARRIOR FUND TO PROVIDE CLOTHING AND OTHER ASSISTANCE TO WOUNDED U.S. MILITARY PERSONNEL. 1 LIBERTAD CHAPTER NSDAR PO BOX 1439 DAYTON TX 775350024 746061048 10000 HISTORICAL PRESERVATION GRANT HOPE 4 TODAY 2204 E STREET SW MIAMI OK 74354 161694019 10000 EDUCATIONAL GRANT PONY EXPRESS INC 914 PENN STREET ST JOSEPH MO 64503 431567246 10000 EDUCATIONAL GRANT WYE RIVER UPPER SCHOOL INC PO BOX 36 WYE MILLS MD 21679 352166557 10000 EDUCATIONAL GRANT DODGE COUNTY HISTORICAL SOCIETY PO BOX 766 FREMONT NE 680260766 476026633 10000 HISTORICAL PRESERVATION GRANT THUNDERBIRD SCHOOL OF GLOBAL MANAGEMENT 1 GLOBAL PLACE GLENDALE AZ 85306 860105586 10000 PATRIOTIC ENDEAVORS GRANT 44 SCHOLARSHIPS 59 118500 FRIENDS OF AMERICAN HISTORY 12 4400 FRIENDS OF VETERANS 2 1600 OUTSTANDING TEACHER AWARD 1 3000 GOOD CITIZEN AWARDS 59 16750 U.S. MILLITARY ACADEMY AWARDS 8 2521 AUGUSTIN RUDD FUND 1 300 JUNIOR AMERICAN CITIZENS 543 8480 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 18 0 X 3 60716 FAIR MARKET VALUE X COMPUTER EQUIPMENT 1 20030 MARKET VALUE/SALE PRICE 0 1 0 NON REPORTING OF REVENUE: PART I, LINE 33: HISTORICAL TREASURES WERE DONATED TO THE DAR MUSEUM COLLECTION. THE COLLECTION IS NOT CAPITALIZED, AS PERMITTED BY US 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 AUDITING COMMITTEE, WHICH THEN DECIDES IF A CONFLICT OF INTEREST EXISTS AND DETERMINES WHETHER OR NOT TO ENTER INTO THE TRANSACTION/ARRANGEMENT. THE AUDITING 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 PUBLIC UPON REQUEST. IN ADDITION, BYLAWS ARE AVAILABLE TO MEMBERS ON THE MEMBER WEBSITE AND ARE AVAILABLE FOR SALE AS PART OF THE MEMBER HANDBOOK TO ANYONE WHO VISITS NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION HEADQUARTERS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,904,412. PART XII, LINE 2C THERE WERE NO CHANGES TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR.