2026-04-15T21:12:42-05:00 2025-08-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2024-09-01 530224364 THE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA NATI 2023372288 2715 Q STREET NW WASHINGTON DC 20007 W AVERY JENKINS TREASURER 2023372288 2026-03-18 1 1 DANIEL L WEAVER P01249346 3019860600 2026-03-18 2024 2025-03-06 01:10:19Z W AVERY JENKINS 2715 Q STREET NW WASHINGTON DC 20007 6278126 0 X WWW.NSCDA.ORG X 1891 DC PROMOTION OF OUR HERITAGE THROUGH PRESERVATION, PATRIOTIC SERVICE, AND EDUCATIONAL PROJECTS. 78 78 27 175 0 0 829093 2364737 794267 1071514 666843 435966 122740 -6719 2412943 3865498 309562 324473 0 0 1020156 936962 0 0 162982 1415436 1595580 2745154 2857015 -332211 1008483 16077245 17679554 532222 680425 15545023 16999129 THE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA ACTIVELY PROMOTES OUR NATIONAL HERITAGE THROUGH HISTORIC PRESERVATION, PATRIOTIC SERVICE, AND EDUCATIONAL PROJECTS. 0 0 1341480 131403 1071504 MUSEUM PROPERTIES PRESERVATION, RESTORATION, AND INTERPRETATION OF HISTORIC SITES THAT OFFER INVALUABLE OPPORTUNITIES TO EXPERIENCE THE RICH VARIETY OF AMERICA'S HERITAGE. 196184 192320 10 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. 122623 750 0 HISTORICAL ACTIVITIES PROJECTS INCLUDE RESEARCH, PRESERVATION, AND EDUCATIONAL PUBLICATIONS. 1660287 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 0 0 0 0 0 0 0 0 1 28 0 1 27 1 0 0 0 0 0 0 0 0 0 0 0 0 X 78 78 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X W AVERY JENKINS 2023372288 2715 Q STREET NW WASHINGTON DC 20007 MRS MARY HEYWARD MUNDY PRESIDENT 5.00 X X 0 0 0 MRS EDITH HUNTLEY STICKNEY VP, NHQ DUMBARTON HOUSE 5.00 X X 0 0 0 MRS LISA LACY WHITE VP, CORPORATE SOCIETY ENGAGEMENT 5.00 X X 0 0 0 MS FRANCES ANNE ROOT VP, FINANCE & INVESTMENTS 5.00 X X 0 0 0 MS ELIZABETH BREWSTER ROBINSON VP, ADVANCEMENT 5.00 X X 0 0 0 MRS ELSIE SMITH VP, MISSION INITIATIVES 5.00 X X 0 0 0 MRS EILEEN N MOODY SECRETARY 5.00 X X 0 0 0 MS W AVERY JENKINS TREASURER 5.00 X X 0 0 0 MRS GAIL P FAHERTY REGISTRAR 5.00 X X 0 0 0 MRS MARGARET D BEASLEY HISTORIAN 5.00 X X 0 0 0 MRS LAURA ROBERTS CHAIR, CODIFICATION COMMITTEE 5.00 X 0 0 0 MRS MARY JORDAN CAREY CHAIR, FOUNDING FEMALES INITIATIVE 5.00 X 0 0 0 MRS LISA LILES CHAIR, FOUNDING FEMALES INITIATIVE 5.00 X 0 0 0 MS JAYNE L MIDDLETON CHAIR, GOVERNANCE COMMITTEE 5.00 X 0 0 0 MRS KATHERINE BERGHOLTZ CHAIR, MEDIA-PUBLICATIONS COMMITTEE 5.00 X 0 0 0 MRS CAROLINE B GOEDHART CHAIR, MEMBERSHIP COMMITTEE 5.00 X 0 0 0 MS MARIANNA T MACINTYRE CHAIR, MISSION OUTREACH COMMITTEE 5.00 X 0 0 0 MS CATHERINE LANIER COOPER CHAIR, MUSEUM ALLIANCE COMMITTEE 5.00 X 0 0 0 MRS VIRGINIA WHELAN CHAIR, NOMINATING COMMITTEE 5.00 X 0 0 0 MRS KATHRYN ZABRISKIE CHAIR, PHILANTHROPY COMMITTEE 5.00 X 0 0 0 MRS EVELYN GRISWOLD CHAIR, SCHOLARSHIPS, GRANTS & AWARDS COMMITTEE 5.00 X 0 0 0 MRS WINIFRED D HAYES ASSISTANT TREASURER FOR MISSION 5.00 X 0 0 0 MRS ANNE H DOR ASSISTANT TREASURER FOR OPERATIONS 5.00 X 0 0 0 MRS SARAH SAGE BOLT ASSISTANT REGISTRAR 1.00 X 0 0 0 JULIA PRESTON STOVER NATIONAL ARCHIVIST 1.00 X 0 0 0 MRS CANDICE AINSWORTH ASSISTANT SECRETARY 1.00 X 0 0 0 MRS VIRGINIA C NICHOLSON FIRST REGENT - GUNSTON HALL 1.00 X 0 0 0 MRS CHARBRA A JESTIN SENIOR REP, SULGRAVE MANOR TRUST 1.00 X 0 0 0 MRS ANNE FOLKES JUNIOR REP, SULGRAVE MANOR TRUST 1.00 X 0 0 0 MRS A CORKRAN NIMICK NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS JOAN WICKERSHAM NATIONAL BOARD MEMBER 1.00 X 0 0 0 VIRGINIA STUART CHAPMAN COBB NATIONAL BOARD MEMBER 1.00 X 0 0 0 HILARY F GRIPEKOVEN NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MARCY MOODY NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS ANNA DUFF NATIONAL BOARD MEMBER 1.00 X 0 0 0 KATHERINE TAYLOR CAMMACK NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS LUCY M JACKSON NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS CATHERINE VON STROH NATIONAL BOARD MEMBER 1.00 X 0 0 0 MS KATHERINE ADAMS NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS JULIE SARNO NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS CARO T WILLIAMS NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS ALICE HYLAND NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MARY L HENDERER NATIONAL BOARD MEMBER 1.00 X 0 0 0 ELEANORE BOYSE NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS ELIZABETH HOWARD NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MARY H MONROE NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS JUANITA ALLEN NATIONAL BOARD MEMBER 1.00 X 0 0 0 MS COURTENAY R WOOD NATIONAL BOARD MEMBER 1.00 X 0 0 0 MS MARY J BENNETT NATIONAL BOARD MEMBER 1.00 X 0 0 0 MS ANNE WILSON NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS JOYCE ARTZ NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS LISA BARR NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MARGARET CHABONNET NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MARGARET B SCHUTRUMPF NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS CAROL S GOULD NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS CAROLYN HAWLEY NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS JANE QUINN NATIONAL BOARD MEMBER 1.00 X 0 0 0 LOIS I MACKIN NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS HERMINE GRANBERRY NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS IRENE HOLMES NATIONAL BOARD MEMBER 1.00 X 0 0 0 MS ELIZABETH BUCHOLZ NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS JERI CRAWFORD NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS ELAINE BLAYLOCK NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS ANN W TALCOTT NATIONAL BOARD MEMBER 1.00 X 0 0 0 MARGUERITE E H MORRISON NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS FRANCES W SMYTH NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS CHARLOTTE GOERING NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS PATRICIA TAGUE NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS MARY G TAYLOR NATIONAL BOARD MEMBER 1.00 X 0 0 0 ELIZABETH HYMAN NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS ANGELYN BRIDGES NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS JULIA G SANFORD NATIONAL BOARD MEMBER 1.00 X 0 0 0 MS BETTY SUE BIRD NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS JANE GRANTHAM NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS ANABEL BOWEN NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS JULIA ERNEST NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS DIXIE H WILSON NATIONAL BOARD MEMBER 1.00 X 0 0 0 MRS SUSANNA MEYER NATIONAL BOARD MEMBER 1.00 X 0 0 0 CAROL CADOU EXEC DIR - UNTIL 10/2024 40.00 X 146343 0 0 STEPHEN MUTTY INTERIM EXEC DIR - FROM 11/2024 40.00 X 16200 0 0 EDITH LAURENCIN DIRECTOR OF FINANCE & ADMINISTRATION 40.00 X 100796 0 0 263339 0 0 2 0 0 0 CHAZIN & COMPANY 12774 WISTERIA DRIVE UNIT 790 GERMANTOWN MD 20875 ACCOUNTING SERVICES 107240 1 2364737 2364737 MEMBERSHIP DUES 900099 767814 767814 SPECIAL PROJECT INCOME 900099 303700 303700 1071514 263000 263000 47225 64621 -17396 -17396 -17396 2519881 2346915 172966 172966 172966 9956 1092 8864 8864 MISCELLANEOUS 900099 1813 1813 1813 3865498 1064795 0 435966 X 102828 102828 221645 221645 148841 81920 61731 5190 665085 395969 239430 29686 64033 37779 23052 3202 59003 34812 21241 2950 8207 4842 2955 410 162039 95603 58334 8102 52063 52063 339261 202493 113985 22783 9082 5359 3269 454 118500 69915 42660 5925 171287 101060 61663 8564 57945 34188 20860 2897 187053 27789 156925 2339 53962 16936 36980 46 317862 187539 114430 15893 32237 19020 11605 1612 BAD DEBT EXPENSE 51184 51184 DUES AND SUBSCRIPTIONS 24841 14656 8943 1242 MISCELLANEOUS EXPENSES 8383 4946 3018 419 TAXES AND LICENSES 1674 988 602 84 2857015 1660287 1033746 162982 204214 496420 184526 1606467 449427 145052 17906 17809 203668 94320 9231048 4828002 4720110 4403046 10147558 10695380 138445 212348 11391 8712 16077245 17679554 84651 85059 436180 587453 11391 7913 532222 680425 X 10571381 10284442 4973642 6714687 15545023 16999129 16077245 17679554 X 1008483 622290 -210000 33333 X X 0 1 X 1 0 X 1497905 1184522 1407238 829093 2364737 7283495 688671 774261 884867 810105 1081470 4239374 2186576 1958783 2292105 1639198 3446207 11522869 298788 594565 409952 381730 212920 1897955 0 298788 594565 409952 381730 212920 1897955 9624914 252099 546054 455912 413990 310225 1978280 252099 546054 455912 413990 310225 1978280 28 6206 4678 3472 1813 16197 2438703 2511043 2752695 2056660 3758245 13517346 0.71200 0.70370 0.14640 0.14920 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 28. 2021 AMOUNT: $ 6,206. 2022 AMOUNT: $ 4,678. 2023 AMOUNT: $ 3,472. 2024 AMOUNT: $ 1,813. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 2300414 32782 300505 7190 2626511 1920554 35709 350608 6457 2300414 1688707 50549 187180 5882 1920554 1851259 137357 -290972 8937 1688707 1441484 16895 400622 7742 1851259 0.39505 0.39151 0.21344 0 0 210238 210238 8954951 4762143 4192808 65859 65859 0 4403046 OTHER LIABILITIES 7913 7913 X 4435725 622290 622290 3813435 52063 52063 3865498 2804952 0 2804952 52063 52063 2857015 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 RESTRICTED 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 SOCIETY'S ENDOWMENT FUNDS ARE USED TO SATISFY THE RESTRICTIONS THAT HAVE BEEN PLACED ON THOSE FUNDS. PART X, LINE 2: THE SOCIETY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED THAT THE SOCIETY IS NOT A PRIVATE FOUNDATION. THE SOCIETY REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN- NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SOCIETY DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE, OR REFLECT, ANY UNCERTAIN TAX POSITIONS. THE SOCIETY'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES GENERALLY FOR THREE YEARS AFTER FILING. 1 FRIENDS OF SULGRAVE MANOR C/O P BROADBENT 901 E CARY ST STE 1800 RICHMOND VA 23219 510244162 501(C)(3) 0 101989 FMV CONTRIBUTION 1 0 AMERICAN HERITAGE AWARDS 4 4000 AMERICAN INDIAN MEDICAL SCHOLARSHIP 19 45000 GREAT AMERICAN TREASURES (GAT) GRANTS 3 25000 PART I, LINE 2: GRANTS AWARDED TO HIGH SCHOOL STUDENTS TO ATTEND THE WASHINGTON WORKSHOPS CONGRESSIONAL SEMINAR ARE MONITORED BY NSCDA SOCIETY MEMBERS WHO ARE PRESENT WITH THE GROUP OF AWARDEES IN WASHINGTON FOR THE SPONSORED EVENTS AND ACTIVITIES. ATTENDANCE IS TAKEN BY SOCIETY MEMBERS AND ALL PAYMENTS ARE MADE DIRECTLY TO THE WASHINGTON WORKSHOPS FOUNDATION ON BEHALF OF THE AWARDEES. TRAVEL EXPENSES ARE REIMBURSED TO SOME ATTENDEES UPON REQUEST. GRANTS AWARDED FOR THE INDIAN NURSE SCHOLARSHIP PROGRAM ARE MADE DIRECTLY TO THE EDUCATIONAL INSTITUTION WHERE THE AWARDEES ARE ENROLLED. THE TRANSMITTAL LETTERS WITH THE CHECKS TO THE SCHOOLS RESTRICT THE FUNDS TO BE USED FOR ACADEMIC EXPENSES ONLY SUCH AS TUITION, BOOKS, AND LAB FEES. THE NSCDA RELIES ON THE EDUCATIONAL INSTITUTION TO DISBURSE THE FUNDS AS DIRECTED. GRANTS AWARDED FOR AMERICAN HISTORY GRADUATE STUDIES ARE MADE DIRECTLY TO THE EDUCATIONAL INSTITUTION OF THE STUDENT AFTER THIS PERSON IS SELECTED. THE EDUCATIONAL INSTITUTION WHERE THAT STUDENT IS STUDYING GENERALLY RECOMMENDS TO WHOM THE SCHOLARSHIP SHOULD BE GIVEN. THAT INSTITUTION IS RELIED UPON TO DISBURSE THE FUNDS FOR EDUCATIONAL PURPOSES ONLY AS DIRECTED IN THE AWARD LETTER. FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY'S MEMBERS ARE MADE UP OF APPROXIMATELY 15,000 MEMBERS FROM THE FORTY-FOUR STATE SOCIETIES AROUND THE NATION. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS ARE ELECTED BY THE VOTING MEMBERS OF THE SOCIETY. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS AND ACTIONS OF THE SOCIETY'S NATIONAL BOARD WHICH MIGHT AFFECT THE SOCIETY'S CONSTITUTION ARE SUBJECT TO APPROVAL OF THE BIENNIAL COUNCIL. THE BIENNIAL COUNCIL INCLUDES FIVE DELEGATES FROM EACH COLONIAL STATE PLUS THE DISTRICT OF COLUMBIA AND ONE DELEGATE FROM EACH ASSOCIATE STATE. FORM 990, PART VI, SECTION B, LINE 11B DRAFT COPIES OF THE FORM 990 WERE PROVIDED TO PRESIDENT, TREASURER, ASSISTANT TREASURER, FINANCE COMMITTEE CHAIRMAN, EXECUTIVE DIRECTOR, AND THE AUDIT COMMITTEE FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE SOCIETY CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY HAVING EACH MEMBER OF THE NATIONAL BOARD AND THE DUMBARTON HOUSE BOARD SIGN THE CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. THOSE FORMS ARE REVIEWED FOR POSSIBLE CONFLICTS OF INTEREST WHICH ARE INVESTIGATED IF NEEDED. FORM 990, PART VI, SECTION B, LINE 15A BOARD SOURCE REFERENCES ARE USED TO ARRIVE AT PROPOSED SALARY RECOMMENDATIONS WHICH ARE DISCUSSED BY THE FINANCE COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD BEFORE APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G PRINTING AND PUBLICATIONS: PROGRAM SERVICE EXPENSES 12,698. MANAGEMENT AND GENERAL EXPENSES 7,748. FUNDRAISING EXPENSES 1,076. TOTAL EXPENSES 21,522. FACILITIES AND GROUND MAINTENANCE: PROGRAM SERVICE EXPENSES 44,690. MANAGEMENT AND GENERAL EXPENSES 27,268. FUNDRAISING EXPENSES 3,787. TOTAL EXPENSES 75,745. CONSULTANTS: PROGRAM SERVICE EXPENSES 139,291. MANAGEMENT AND GENERAL EXPENSES 75,422. FUNDRAISING EXPENSES 17,427. TOTAL EXPENSES 232,140. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 5,814. MANAGEMENT AND GENERAL EXPENSES 3,547. FUNDRAISING EXPENSES 493. TOTAL EXPENSES 9,854. FORM 990, PART XI, LINE 9: PRIOR PERIOD ADJUSTMENT TO REDUCE ALLOWANCE FOR DOUBTFUL PLEDGES. 33,333. FORM 990, PART XII, LINE 2C: THE SOCIETY HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE PUBLIC ACCOUNTANT. THE PROCESS HAS NOT CHANGED SINCE PRIOR YEAR.