2023-08-01T08:06:47-05:00 2022-12-31 273858252 DEAN DORTON ALLEN FORD PLLC 435 N WHITTINGTON PKWY STE 400 LOUISVILLE KY 40222 990 2022-01-01 364514524 THE SAR FOUNDATION INC SARF 5025891776 809 WEST MAIN STREET LOUISVILLE KY 40202 DARRYL ADDINGTON TREASURER 5025891776 2023-07-26 1 DARRYL ADDINGTON 999009999 0 AMELIA SEBASTIAN P01251828 5025896050 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z TODD BALE 809 WEST MAIN STREET LOUISVILLE KY 40202 5623720 0 X WWW.SARFOUNDATION.ORG X 2002 KY TO RECEIVE AND ADMINISTER FUNDS FOR THE NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION, A TAX-EXEMPT AFFILIATE, TO ASSIST WITH THE PURPOSE OF EDUCATING THE GENERAL PUBLIC ABOUT THE AMERICAN REVOLUTION AND TO PROMOTE PATRIOTISM. 9 9 0 35 0 0 1975095 660405 0 0 1093777 664809 0 21457 3068872 1346671 749669 8830456 0 0 0 0 0 0 217393 236972 238508 986641 9068964 2082231 -7722293 12240583 2055750 211968 108643 12028615 1947107 TO RECEIVE AND ADMINISTER FUNDS FOR THE NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION (NSSAR), A TAX-EXEMPT AFFILIATE, TO ASSIST WITH THE PURPOSE OF EDUCATING THE GENERAL PUBLIC ABOUT THE AMERICAN REVOLUTION AND TO PROMOTE PATRIOTISM. 0 0 8830456 8830456 TO ASSIST THE NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION IN EDUCATING THE PUBLIC ABOUT THE AMERICAN REVOLUTION AND PROMOTING PATRIOTISM 8830456 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 KY X TODD BALE 5025891776 809 WEST MAIN STREET LOUISVILLE KY 40202 JOSEPH W DOOLEY PRESIDENT TO 7/2023 15.00 5.00 X X 0 0 0 DOUGLAS T COLLINS VICE PRESIDENT TO 7/2022;DIRECTOR TO 7/2023 5.00 0.00 X X 0 0 0 DAVIS L WRIGHT VICE PRESIDENT TO 7/2023; CHAIR 5.00 20.00 X X 0 0 0 C BRUCE PICKETTE SECRETARY TO 7/2022; CHAIR 5.00 20.00 X X 0 0 0 JOHN L DODD TREASURER TO 7/2022;SECRETARY TO 7/2023 5.00 10.00 X X 0 0 0 DANIEL MCKELVIE DIRECTOR TO 7/2023 1.00 0.00 X X 0 0 0 DR SAMUEL C POWELL DIRECTOR TO 7/2023 1.00 1.00 X X 0 0 0 DARRYL S ADDINGTON DIRECTOR TO 7/2022;TREASURER TO 7/2023 3.00 20.00 X X 0 0 0 WARREN M ALTER DIRECTOR TO 7/2022 3.00 5.00 X X 0 0 0 WILLIAM LEE POPHAM DIRECTOR TO 7/2023 1.00 1.00 X X 0 0 0 DANIEL K WOODRUFF DIRECTOR TO 7/2022 1.00 0.00 X X 0 0 0 MEGAN KREBS DIRECTOR OF FINANCE 5.00 35.00 X 0 74131 10587 DONALD SHAW EXECUTIVE DIRECTOR TO 7/2022 5.00 35.00 X 0 72942 7105 PHILLIP BLOYD DEVELOPMENT MANAGER 35.00 5.00 X 0 76364 10658 TODD BALE EXECUTIVE DIRECTOR FROM 10/2022 5.00 35.00 X 0 17538 7946 0 240975 36296 0 0 0 0 0 660405 25022 660405 109850 109850 4832008 4277049 554959 554959 554959 OTHER INCOME 900099 21457 21457 21457 1346671 21457 0 664809 8830456 8830456 6781 6781 21115 21115 5156 5156 68666 68666 7771 7771 5094 5094 380 380 REIMBURSED PAYROLL EXPE 115455 115455 LICENSES AND FEES 7631 7631 OTHER EXPENSES 459 459 9068964 8830456 21115 217393 166440 220300 209384 190358 2486 2329 5313 4861 832 452 11861441 1642311 12240583 2055750 40850 17356 171118 91287 211968 108643 X 5658198 1925191 6370417 21916 12028615 1947107 12240583 2055750 -7722293 -2359215 0 X X 0 1 X 1 0 X X 1 NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION 530116355 10 1 8830456 0 1 8830456 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5722740 7320 -830843 180109 4719108 5229229 625 665495 172609 5722740 5051200 971 477361 300303 5229229 4451768 2020 884648 -287236 5051200 4861911 2902 -306245 106800 4451768 0.64758 0.24601 0.10641 0 0 5313 4861 452 452 DUE TO/FROM AFFILIATE 91287 91287 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS WERE ESTABLISHED TO HELP FUND THE OPERATIONS OF THE NSSAR HEADQUARTERS, MUSEUM, AND LIBRARY AND TO SUPPORT SPECIFIC PROGRAMS AND CONTESTS DESIGNED TO PROMOTE PATRIOTISM AND A DEEPER APPRECIATION FOR THE SACRIFICES MADE BY PATRIOTS DURING THE AMERICAN REVOLUTIONARY WAR ERA. 1 THE NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION 809 WEST MAIN STREET LOUISVILLE KY 40202 530116355 501(C)(3) 8830456 0 FMV TO ASSIST THE NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION IN EDUCATING THE PUBLIC ABOUT THE AMERICAN REVOLUTION AND PROMOTING PATRIOTISM. PART I, LINE 2: THE BOARD REVIEWS THE FINANCIAL STATEMENTS OF THE NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION FOUNDATION; INVOICES, WITH SUPPORTING DOCUMENTATION, ARE REVIEWED AND APPROVED; INTERNAL FINANCIAL APPROVAL PROCEDURES ARE IN PLACE. X 1 25022 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF MEMBERS WHICH CONSIST OF A CORPORATE MEMBER, THE NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION. FORM 990, PART VI, SECTION A, LINE 7A ANNUALLY, THE CORPORATE MEMBER SHALL ELECT DIRECTORS TO SUCCEED DIRECTORS WHOSE TERMS HAVE EXPIRED AND TO FILL VACANCIES THAT HAVE OCCURRED. SUCH ACTION BY THE CORPORATE MEMBER SHALL CONSTITUTE THE ANNUAL MEETING OF MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE RETURN IS REVIEWED FIRST BY INTERNAL MANAGEMENT. AFTER INTERNAL MANAGEMENT HAS REVIEWED THE RETURN AND ANY CHANGES ARE MADE, A DRAFT IS PROVIDED TO THE FINANCE COMMITTEE CHAIRMAN AND MADE AVAILABLE TO THE GOVERNING BODY FOR REVIEW. ONCE THE COMMENTS FROM THESE INDIVIDUALS ARE REVIEWED, THE FINAL DRAFT OF THE RETURN IS PREPARED AND SIGNED BY THE TREASURER GENERAL. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY SHALL BE DEVELOPED AND CONTINUALLY REVIEWED FOR COMPLIANCE WITH APPLICABLE FEDERAL AND STATE LAWS AND "BEST PRACTICES" BY THE LEGAL ADVISORY COMMITTEE WITH INPUT FROM THE CHANCELLOR GENERAL AND THE EXECUTIVE DIRECTOR. SIGNATORIES ACKNOWLEDGING RECEIPT OF, AND COMPLIANCE WITH, SAID CONFLICT OF INTEREST POLICY SHALL INCLUDE, WITHOUT LIMITATION, ALL GENERAL OFFICERS, EXECUTIVE COMMITTEE MEMBERS, MEMBERS OF THE BOARD OF TRUSTEES, COMMITTEE MEMBERS AND FULL OR PART-TIME EMPLOYEES OF NSSAR. EXECUTION OF SAID CONFLICT OF INTEREST POLICY SHALL BE REQUIRED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C THE ORGANIZATION'S POLICY HAS NOT CHANGED FROM PRIOR YEAR. THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT CONTINUES TO OVERSEE THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENENT AUDITOR. THE NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION 809 WEST MAIN STREET LOUISVILLE KY 40202 530116355 EDUCATION-THE AMERICAN REVOLUTION AND IT PATRIOTS AND TO FOSTER PATRIOTISM KY 501(C)(3) 10 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION B 8830456