NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA (EIN 53-0224364)
- Tax period
- 2009-09-01 to 2010-08-31
- Filed
- 2011-01-17
- IRS object ID
- 201120179349300017
- Schema version
- 2009v1.4
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-01-17T14:39:51-06:00 | Timestamp |
| Tax Period End Date | 2010-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Councilor Buchanan & Mitchell PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7910 Woodmont Avenue Suite 500 | AddressLine1 |
| City | Bethesda | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530224364 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The National Society of the Colonial | BusinessNameLine1 |
| Business Name Line2 | Dames of America | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NATI | NameControl |
| Phone | 2023372288 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2715 Q Street NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20007 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | katherine cammack | Name |
| Title | Treasurer | Title |
| Phone | 2023372288 | Phone |
| Date Signed | 2011-01-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Daniel L Weaver | Name |
| Phone | 3019860600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Katherine Cammack | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 Commonwealth Dr Suite 302 | AddressLine1 |
| City | Wilmington | City |
| State | NC | State |
| ZIP Code | 28403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5135247 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.nscda.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1891 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | PROMOTION OF OUR HERITAGE THROUGH PRESERVATION, PATRIOTIC SERVICE, AND EDUCATIONAL PROJECTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 68 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 68 | NbrIndependentVotingMembers |
| Total Nbr Employees | 46 | TotalNbrEmployees |
| Total Nbr Volunteers | 255 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 397310 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 695984 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 746189 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 727847 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 67119 | InvestmentIncomePriorYear |
| Investment Income Current Year | -154311 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -6647 | OtherRevenuePriorYear |
| Other Revenue Current Year | -35133 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1203971 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1234387 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 101350 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 105884 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 355990 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 378497 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 45277 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 820844 | OtherExpensePriorYear |
| Other Expenses Current Year | 912308 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1278184 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1396689 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -74213 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -162302 | RevenuesLessExpensesCY |
| Total Assets BOY | 7356588 | TotalAssetsBOY |
| Total Assets EOY | 7702999 | TotalAssetsEOY |
| Total Liabilities BOY | 343448 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 379545 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7013140 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7323454 | NetAssetsOrFundBalancesEOY |
| Mission Description | The 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 Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 776666 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Museum properties preservation, restoration, and interpretation of historic sites that offer invaluable opportunities to experience the rich variety of America's heritage. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 107929 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 103609 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Historical activities projects include research, preservation, and educational publications. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 988204 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 17 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 46 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Nbr Voting Governing Body Members | 68 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 68 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 0 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Katherine Cammack | NamePerson |
| Telephone Number | 9102391089 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 Commonwealth Dr Suite 302 | AddressLine1 |
| City | Wilmington | City |
| State | NC | State |
| ZIP Code | 28403 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (69 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Mrs V Cassel Adamson | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS JOHN ROBERT ALLEN | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| mrs richard m baty | ||||||
| national Board Member | 1.00 | X | 0 | 0 | 0 | |
| LUCY K BELL | ||||||
| REGISTRAR | 5.00 | X | 0 | 0 | 0 | X |
| NANCY H BERGERSON | ||||||
| REcording Secretary | 5.00 | X | 0 | 0 | 0 | X |
| MRS CHARLES M BINNICKE | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS G ROBERT CHENOWETH | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS JOSEPH M BLEW III | ||||||
| NAtional Board Member | 1.00 | X | 0 | 0 | 0 | |
| MARCIA E CONGDON | ||||||
| NAtional Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS NORMAN J CATIR JR | ||||||
| NAtional Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS MICHAEL D CONNELLY | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS JOHN P COOKE | ||||||
| national Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS RICHARD T CRAWFORD | ||||||
| national Board Member | 1.00 | X | 0 | 0 | 0 | |
| Mrs Robert B Field Jr | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS EDWARD S FINLEY J | ||||||
| national Board Member | 1.00 | X | 0 | 0 | 0 | |
| mrs louis m freeman | ||||||
| national Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS JAMES L GOEDHART | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| Jean C Grainger | ||||||
| national Board Member | 1.00 | X | 0 | 0 | 0 | |
| JANE H GRANTHAM | ||||||
| Vice President | 5.00 | X | 0 | 0 | 0 | X |
| HILARY F GRIPEKOVEN | ||||||
| PRESIDENT | 5.00 | X | 0 | 0 | 0 | X |
| SUSAN KATHLEEN HALTON | ||||||
| national Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS CHARLES M HAMANN | ||||||
| national Board Member | 1.00 | X | 0 | 0 | 0 | |
| meredith harding | ||||||
| national Board Member | 1.00 | X | 0 | 0 | 0 | |
| BARBARA B HARRISON | ||||||
| Vice President | 5.00 | X | 0 | 0 | 0 | X |
| ELLEN F HOLT JR | ||||||
| historian | 5.00 | X | 0 | 0 | 0 | X |
| mrs randolph b hopkins | ||||||
| national Board Member | 1.00 | X | 0 | 0 | 0 | |
| MELANIE M HUNT | ||||||
| Vice President | 5.00 | X | 0 | 0 | 0 | X |
| Laura S Johnson | ||||||
| vice President | 5.00 | X | 0 | 0 | 0 | X |
| MRS GEORGE Milton JOHNS | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| ELIZABETH B KING | ||||||
| vice President | 5.00 | X | 0 | 0 | 0 | X |
| Mrs Peter I C Knowles | ||||||
| national Board Member | 1.00 | X | 0 | 0 | 0 | |
| Mary Christine Love | ||||||
| national Board Member | 1.00 | X | 0 | 0 | 0 | |
| Mrs Robert E McCabe J | ||||||
| national Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS ALEXANDER C MCLEOD | ||||||
| national Board Member | 1.00 | X | 0 | 0 | 0 | |
| MARCY M MOODY | ||||||
| Treasurer | 5.00 | X | 0 | 0 | 0 | X |
| MRS ROBERT W NICHOLS | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| KAREN KOONTZ PARKER | ||||||
| national Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS VAB PATTERSON | ||||||
| national Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS BARRY V PETIT | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS JAMES W RILEY JR | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS ALEXANDER M ROE | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS ROBERT GRay ROGERS | ||||||
| national Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS JOHN S RUTHERFORD | ||||||
| national Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS MICHAEL E SCHULTES | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| SALLY E SCHULZ | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| Kathleen Seidel | ||||||
| national Board Member | 1.00 | X | 0 | 0 | 0 | |
| Mrs Geoffrey Seymour | ||||||
| national Board Member | 1.00 | X | 0 | 0 | 0 | |
| Mrs James R Shepherd | ||||||
| national Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS ROBERT H STILL JR | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| Katherine Grainger Taylo | ||||||
| Assistant Treasurer | 5.00 | X | 0 | 0 | 0 | X |
| MRS HAROLD C ULRICH | ||||||
| national Board Member | 1.00 | X | 0 | 0 | 0 | |
| mrs james u white jr | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRSALBERT C ESPY III | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS DAVID C FUCHS | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS WILLIAM J GAMBLE | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS MARK F HEARNE | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS MICHAEL VAN D JOHNS | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS DAVID G LINVILLE | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| FRANCES W LOUGHLIN | ||||||
| CORRESPONDING SECRETARY | 5.00 | X | 0 | 0 | 0 | X |
| DR JEAN GRAY MCGINNIS | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| PATRICIA S MEYERS | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS J DAPRAY MUIR | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| JUDITH M PERINCHIEF | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS HENRY R RAAB | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS GEORGE C TODD JR | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS RAYFIELD WEEDEN | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS JOHN H WELLFORD II | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| MRS MARVIN E BRADSHAW | ||||||
| National Board Member | 1.00 | X | 0 | 0 | 0 | |
| Karen Daly | ||||||
| EXEC DIR DUMBARTON HOUSE | 40.00 | 68634 | 0 | 7200 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 68634 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 7200 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 695984 | AllOtherContributions |
| Total Contributions | 695984 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 628280 | 628280 |
| MEETINGS revenue | 900099 | 55953 | 55953 |
| Special Project Income | 900099 | 43614 | 43614 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 727847 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 105363 | TotalRevenueColumn |
| Exclusion | $105,363 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 124307 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 175815 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -51508 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -51508 | TotalRevenueColumn |
| Exclusion | -$51,508 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3459678 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3719352 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -259674 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -259674 | TotalRevenueColumn |
| Exclusion | -$259,674 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 16600 | GrossSalesOfInventory |
| Cost Of Goods Sold | 5693 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10907 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10907 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 5468 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5468 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5468 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1234387 | TotalRevenueColumn |
| Related Or Exempt Function Income | 744222 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$205,819 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105884 | Total |
| Program Services | 105884 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75834 | Total |
| Program Services | 34125 | ProgramServices |
| Management And General | 31092 | ManagementAndGeneral |
| Fundraising | 10617 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241328 | Total |
| Program Services | 182900 | ProgramServices |
| Management And General | 51766 | ManagementAndGeneral |
| Fundraising | 6662 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35575 | Total |
| Program Services | 23284 | ProgramServices |
| Management And General | 10142 | ManagementAndGeneral |
| Fundraising | 2149 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25760 | Total |
| Program Services | 17738 | ProgramServices |
| Management And General | 6642 | ManagementAndGeneral |
| Fundraising | 1380 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3500 | Total |
| Management And General | 3500 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37682 | Total |
| Management And General | 37682 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17455 | Total |
| Management And General | 17455 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40674 | Total |
| Program Services | 1000 | ProgramServices |
| Management And General | 30529 | ManagementAndGeneral |
| Fundraising | 9145 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33193 | Total |
| Program Services | 17120 | ProgramServices |
| Management And General | 15130 | ManagementAndGeneral |
| Fundraising | 943 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246444 | Total |
| Program Services | 172779 | ProgramServices |
| Management And General | 61541 | ManagementAndGeneral |
| Fundraising | 12124 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26871 | Total |
| Program Services | 23836 | ProgramServices |
| Management And General | 2777 | ManagementAndGeneral |
| Fundraising | 258 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47159 | Total |
| Program Services | 22463 | ProgramServices |
| Management And General | 24488 | ManagementAndGeneral |
| Fundraising | 208 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69061 | Total |
| Program Services | 22824 | ProgramServices |
| Management And General | 46225 | ManagementAndGeneral |
| Fundraising | 12 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2209 | Total |
| Program Services | 1446 | ProgramServices |
| Management And General | 629 | ManagementAndGeneral |
| Fundraising | 134 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120732 | Total |
| Program Services | 107091 | ProgramServices |
| Management And General | 12480 | ManagementAndGeneral |
| Fundraising | 1161 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25397 | Total |
| Program Services | 21321 | ProgramServices |
| Management And General | 3734 | ManagementAndGeneral |
| Fundraising | 342 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| collection aquisitions | 119240 | 119240 | ||
| Museum/EDUCATION PROGRA | 47185 | 47185 | ||
| IDDL DATA PROJECT | 41284 | 41284 | ||
| GUNSTON HALL | 19000 | 19000 | ||
| MISCELLANEOUS | 15222 | 7684 | 7396 | 142 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1396689 | Total |
| Program Services | 988204 | ProgramServices |
| Management And General | 363208 | ManagementAndGeneral |
| Fundraising | 45277 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 986046 | BOY |
| EOY | 1063606 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2550 | BOY |
| EOY | 42045 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15434 | BOY |
| EOY | 12564 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24616 | BOY |
| EOY | 89598 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4413052 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2028539 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2538223 | BOY |
| EOY | 2384513 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3386172 | BOY |
| EOY | 3793624 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 391547 | BOY |
| EOY | 307049 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12000 | BOY |
| EOY | 10000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7356588 | BOY |
| EOY | 7702999 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38100 | BOY |
| EOY | 100253 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 281783 | BOY |
| EOY | 260911 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12141 | BOY |
| EOY | 5406 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11424 | BOY |
| EOY | 12975 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 343448 | BOY |
| EOY | 379545 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6254198 | BOY |
| EOY | 6641807 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 611703 | BOY |
| EOY | 529640 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147239 | BOY |
| EOY | 152007 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7013140 | BOY |
| EOY | 7323454 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7356588 | BOY |
| EOY | 7702999 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 234531 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 591184 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 418858 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 397310 | CurrentTaxYearMinus1Year |
| Current Tax Year | 695984 | CurrentTaxYear |
| Total | 2337867 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 711247 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 710174 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 605237 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 760690 | CurrentTaxYearMinus1Year |
| Current Tax Year | 744447 | CurrentTaxYear |
| Total | 3531795 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 945778 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1301358 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1024095 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1158000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1440431 | CurrentTaxYear |
| Total | 5869662 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 26135 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14577 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5500 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17185 | CurrentTaxYear |
| Total | 63397 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 36300 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21046 | CurrentTaxYearMinus1Year |
| Current Tax Year | 231380 | CurrentTaxYear |
| Total | 288726 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 26135 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 50877 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26546 | CurrentTaxYearMinus1Year |
| Current Tax Year | 248565 | CurrentTaxYear |
| Total | 352123 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 5517539 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 357947 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 340944 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 328160 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 330078 | CurrentTaxYearMinus1Year |
| Current Tax Year | 229670 | CurrentTaxYear |
| Total | 1586799 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 357947 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 340944 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 328160 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 330078 | CurrentTaxYearMinus1Year |
| Current Tax Year | 229670 | CurrentTaxYear |
| Total | 1586799 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16448 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 17742 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3055 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5468 | CurrentTaxYear |
| Total | 42713 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1320173 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1642302 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1369997 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1491133 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1675569 | CurrentTaxYear |
| Total | 7499174 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.73580 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.73570 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.21160 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.23690 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 758942 | BeginningOfYearBalance |
| Contributions | 311308 | Contributions |
| Investment Earnings Or Losses | 34993 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 73944 | GrantsOrScholarships |
| Other Expenditures | 132134 | OtherExpenditures |
| Administrative Expenses | 2550 | AdministrativeExpenses |
| End Of Year Balance | 896615 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 784488 | BeginningOfYearBalance |
| Contributions | 180950 | Contributions |
| Investment Earnings Or Losses | -78814 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 101350 | GrantsOrScholarships |
| Other Expenditures | 26332 | OtherExpenditures |
| End Of Year Balance | 758942 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.24000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.22000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.78000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 210238 | OtherCostOrOtherBasis |
| Book Value | 210238 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 107762 | OtherCostOrOtherBasis |
| Depreciation | 107762 | Depreciation |
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4006430 | OtherCostOrOtherBasis |
| Depreciation | 1849092 | Depreciation |
| Book Value | 2157338 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 88622 | OtherCostOrOtherBasis |
| Depreciation | 71685 | Depreciation |
| Book Value | 16937 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2384513 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER CURRENT LIABILITIES | Description |
| Amount | $12,975 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 12975 | TotalOfAmounts |
| Total Revenue | 1234387 | TotalRevenue |
| Total Expenses | 1396689 | TotalExpenses |
| Excess Or Deficit For Year | -162302 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 472616 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 472616 | TotalAdjustments |
| Excess Or Deficit Per FS | 310314 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1494061 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 1494061 | RevenueSubtotal |
| Other Revenues Not Included | -259674 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -259674 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1234387 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1277449 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -119240 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -119240 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1396689 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1396689 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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 XII, LINE 4B: REALIZED LOSSES ON INVESTMENTS ARE A NON-OPERATING LOSS ON THE FINANCIAL STATEMENTS SO THEY ARE NOT INCLUDED IN THE TOTAL REVENUES ON THE FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| american History Graduate Scholarship | 4 | 20000 |
| Indian Nurse Program Scholarship | 14 | 22000 |
| WASHINGTON WORKSHOP SCHOLARSHIP | 79 | 63884 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule M IRS990ScheduleM
Art Historical Treasures ArtHistoricalTreasures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | none | MethodOfDeterminingRevenues |
Historical Artifacts HistoricalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 58 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | none | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Method for Determining Number of Contributors: | Part I, Column (b): | THE ORGANIZATION IS REPORTING THE TOTAL NUMBER OF ITEMS RECEIVED. |
| 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. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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 10b | The Society does not have authority to govern the state societies of the National Society of the Colonial Dames of America. |
| Form 990, Part VI, Section B, line 11 | Draft copies of the Form 990 are provided to President, Treasurer, Assistant Treasurer, Finance Committee Chairman, and Executive Director 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. |
| The Society created an Audit Committee in FY2010 that assumes responsibility for oversight of the audit and selection of the public accountant. |
Comments