2024-07-15T10:06:30+00:00 2023-12-31 440160260 Forvis Mazars LLP 312 Walnut Street Suite 3000 Cincinnati OH 45202 990 2023-01-01 521521276 Disabled American Veterans (DAV) Charitable Service Trust DISA 8594417300 860 DOLWICK DRIVE ERLANGER KY 41018 DENNIS R NIXON SEC./TREASURER 8594417300 2024-07-15 true DENNIS NIXON 999009999 true Aaron Hershberger P00961884 5136218300 2024-07-15 2023 2023-04-26 12:10:37Z RICHARD E MARBES 860 DOLWICK DRIVE ERLANGER KY 41018 51971485 false X CST.DAV.ORG X 1986 DC EMPOWERING VETERANS TO LEAD HIGH-QUALITY LIVES WITH RESPECT AND DIGNITY. SEE PART III. 7 7 0 9 0 0 17081488 19055895 0 0 3172722 1164384 0 0 20254210 20220279 9838621 21466149 0 0 0 0 0 0 112106 515529 498140 10354150 21964289 9900060 -1744010 56720432 61885409 3698982 3553034 53021450 58332375 THE DISABLED AMERICAN VETERANS (DAV) CHARITABLE SERVICE TRUST IS DEDICATED TO ONE, SINGLE PURPOSE: EMPOWERING VETERANS TO LEAD HIGH-QUALITY LIVES WITH RESPECT AND DIGNITY. TO CARRY OUT THIS RESPONSIBILITY, THE CHARITABLE SERVICE TRUST SUPPORTS PHYSICAL AND PSYCHOLOGICAL REHABILITATION PROGRAMS; ENHANCES RESEARCH AND MOBILITY FOR VETERANS WITH AMPUTATIONS AND SPINAL CORD INJURIES; BENEFITS AGING VETERANS; AIDS AND SHELTERS HOMELESS VETERANS; AND EVALUATES AND ADDRESSES THE NEEDS OF VETERANS WOUNDED IN RECENT WARS AND CONFLICTS AND THEIR CAREGIVERS. false false 21466149 21466149 0 GRANTS AND ALLOCATIONS TO CHARITABLE PROGRAMS. SEE SCHEDULE I LISTING SUPPORT PROVIDED TO PROGRAMS ASSISTING SICK AND INJURED VETERANS AND THEIR FAMILIES AND SCHEDULE O DESCRIBING THE NEED FOR THESE PROGRAMS. 113095 0 0 GRANT PROCESSING AND MISCELLANEOUS SERVICE EXPENDITURES. SEE SCHEDULE I LISTING SUPPORT PROVIDED TO PROGRAMS ASSISTING SICK AND INJURED VETERANS AND THEIR FAMILIES AND SCHEDULE O DESCRIBING THE NEED FOR THESE PROGRAMS. 21579244 true true false true false false false false false true false false false true false true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 3 0 true 0 false false false false false false false false false false false false X 7 7 false false false false false false false true true false false true true true true true true false false false CA FL GA AL HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA AR WV WI X X BRIDGETTE G SORRELL 8594417300 860 DOLWICK DRIVE ERLANGER KY 41018 X BARRY A JESINOSKI VICE PRESIDENT (6/23-12/23) 6.0 0.0 X X 0 0 0 David l Tannenbaum Secretary/Treasurer (1/23-2/23) 6.0 0.0 X X 0 0 0 DENNIS R NIXON SECRETARY/TREASURER (2/23-12/23) 6.0 0.0 X X 0 0 0 J MARC BURGESS VICE PRESIDENT (1/23-5/23), DIRECTOR (8/23-12/23) 6.0 0.0 X X 0 0 0 RICHARD E MARBES PRESIDENT 6.0 0.0 X X 0 0 0 DANNY OLIVER DIRECTOR 4.0 0.0 X 0 0 0 DENICE T WILLIAMS DIRECTOR 4.0 0.0 X 0 0 0 JOSEPH P PARSETICH DIRECTOR (1/23-8/23) 4.0 0.0 X 0 0 0 NANCY G ESPINOSA DIRECTOR (8/23-12/23) 4.0 0.0 X 0 0 0 0 0 0 0 false false false 0 942600 18113295 19055895 0 0 0 0 0 1766107 1766107 0 0 31149483 31751206 -601723 0 -601723 -601723 0 0 0 0 0 20220279 0 0 1164384 21466149 21466149 6844 0 0 6844 34250 17125 17125 0 104121 0 104121 0 184569 0 95838 88731 21579 16184 1079 4316 39523 3685 35494 344 12651 0 12651 0 7736 7736 0 0 4088 2044 2044 0 GRANT PROPOSAL PROCESSING 66321 66321 0 0 REGISTRATION FEES 16458 0 4587 11871 0 0 0 0 21964289 21579244 272939 112106 0 0 5856468 6158220 81260 95667 732669 247347 0 0 0 0 0 0 311 328 15812 16556 50895 29903 28728 20992 49945259 55220280 0 0 0 59925 126019 56720432 61885409 101491 117874 0 0 0 0 0 0 0 0 3597491 3435160 3698982 3553034 X 52938841 58312875 82609 19500 53021450 58332375 56720432 61885409 X -1744010 7357784 -302849 X false true X true false X 10540326 10110451 14449181 17081488 19055895 71237341 0 0 10540326 10110451 14449181 17081488 19055895 71237341 6319099 64918242 800663 702544 1365270 1117971 1766107 5752555 0 0 0 0 0 0 0 76989896 0 0.8432 0.9285 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21964289 21964289 1000000 0 250000 0 0 false 530977 506170 667708 1000000 2704855 4057282 0 0 0 132744 126543 166927 250000 676214 1014321 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 50895 29903 20992 20992 ANNUITY PAYMENT LIABILITY 3435160 3435160 27105640 7357784 -368302 6989482 20116158 104121 0 104121 20220279 21860168 0 0 21860168 104121 0 104121 21964289 Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 UNCOLLECTIBLE PLEDGES - -167422 Difference in Accounting for Charitable Gift Annuities - -200880 true DISABLED AMERICAN VETERANS 860 DOLWICK DRIVE Erlanger KY 41018 310263158 501(c)(4) 73000 Advocacy / Awareness DISABLED AMERICAN VETERANS 860 DOLWICK DRIVE Erlanger KY 41018 310263158 501(c)(4) 7327983 Counseling & Claims / Filing Assistance DISABLED AMERICAN VETERANS 860 DOLWICK DRIVE Erlanger KY 41018 310263158 501(c)(4) 25000 Employment DISABLED AMERICAN VETERANS 860 DOLWICK DRIVE Erlanger KY 41018 310263158 501(c)(4) 357500 Rehabilitation / Therapeutic DISABLED AMERICAN VETERANS 860 DOLWICK DRIVE Erlanger KY 41018 310263158 501(c)(4) 200000 Transportation DAV - CAMP CORRAL 860 DOLWICK DRIVE Erlanger KY 41018 310263158 501(c)(4) 400000 Rehabilitation / Therapeutic DAV - BOULDER CREST RETREAT FOUNDATION 860 DOLWICK DRIVE Erlanger KY 41018 310263158 501(c)(4) 150000 Rehabilitation / Therapeutic DAV - EMPLOYMENT INITIATIVE 860 DOLWICK DRIVE Erlanger KY 41018 310263158 501(c)(4) 1838805 Employment DAV NSF - TRANSPORTATION NETWORK 860 DOLWICK DRIVE Erlanger KY 41018 521516071 501(c)(4) 1233446 Transportation CASA 624 W JONES STREET Raleigh NC 27603 561778714 501(c)(3) 94800 Homeless / Indigent / Crisis Intervention K9S FOR WARRIORS INC 114 CAMP K9 ROAD Ponte Vedra FL 32081 275219467 501(c)(3) 25000 Rehabilitation / Therapeutic RUSH UNIVERSITY MEDICAL CENTER 1201 W HARRISON STREET SUITE 300 Chicago IL 60607 362174823 501(c)(3) 31000 Health MOUNTAIN RESOURCE CENTER INC PO BOX 425 Conifer CO 80433 841178699 501(c)(3) 58000 Homeless / Indigent / Crisis Intervention CHRISTOPHER COFFLAND MEMORIAL FUND INC 2066 YORK ROAD SUITE 205A Timonium MD 21093 273901149 501(c)(3) 61625 Rehabilitation / Therapeutic UNIVERSITY OF CINCINNATI FOUNDATION PO BOX 19970 Cincinnati OH 45219 310896555 501(c)(3) 50000 Educational MENTAL HEALTH AMERICA OF GREATER HOUSTON INC 2211 NORFOLK SUITE 810 Houston TX 77098 741272394 501(c)(3) 15000 Health HOMES FOR FAMILIES 21031 VENTURA BOULEVARD SUITE 610 Woodland Hills CA 91364 262932191 501(c)(3) 45000 Homeless / Indigent / Crisis Intervention WELCOME HOME INC 2120 BUSINESS LOOP 70 E Columbia MO 65201 431372690 501(c)(3) 20000 Homeless / Indigent / Crisis Intervention RUTGERS UNIVERSITY FOUNDATION 335 GEORGE STREET SUITE 4000 LIBE New Brunswick NJ 08901 237318742 501(c)(3) 50000 Health SALUTE INC 18 N BOTHWELL STREET Palatine IL 60067 061718308 501(c)(3) 50000 Homeless / Indigent / Crisis Intervention USA CARES INC 11760 COMMONWEALTH DRIVE Louisville KY 40299 050588761 501(c)(3) 150000 Homeless / Indigent / Crisis Intervention HARBOR HOMES 77 NORTHEASTERN BOULEVARD Nashua NH 03062 020351932 501(c)(3) 20000 Employment CENTER FOR RESPITE CARE INC 1615 REPUBLIC STREET Cincinnati OH 45202 202544994 501(c)(3) 22500 Homeless / Indigent / Crisis Intervention DISABILITY RIGHTS ADVOCATES FOR TECHNOLOGY 500 FOX RIDGE ROAD St Louis MO 63131 550877645 501(c)(3) 250000 Health UNIVERSITY OF CONNECTICUT FOUNDATION INC 2390 ALUMNI DRIVE UNIT 3206 Storrs CT 06269 066070722 501(c)(3) 8000 Educational THE THRESHOLDS 4101 NORTH RAVENSWOOD AVENUE Chicago IL 60613 362518901 501(c)(3) 15000 Health PROJECT HEALING WATERS FLY FISHING INC PO BOX 695 La Plata MD 20646 611518154 501(c)(3) 42500 Rehabilitation / Therapeutic FORT BEND SENIORS MEALS ON WHEELS AND MUCH MUCH MORE PO BOX 1488 1330 BAND ROAD Rosenberg TX 77471 741918313 501(c)(3) 50000 Health INTREPID FALLEN HEROES FUND ONE INTREPID SQUARE W 46TH STREET New York NY 10036 200366717 501(c)(3) 450000 Health PROJECT MEND 5015 WURZBACH ROAD San Antonio TX 78238 742647324 501(c)(3) 15000 Health ISLAND DOLPHIN CARE INC 150 LORELANE PLACE Key Largo FL 33037 650728047 501(c)(3) 45200 Rehabilitation / Therapeutic DISABILITY ADVOCATES OF KENT COUNTY 160 68TH STREET SW 125 GRAND RAPIDS MI 49423 383114474 501(c)(3) 40000 Health AUDIO INFORMATION NETWORK OF COLORADO 1700 55TH STREET SUITE A Boulder CO 80301 841147123 501(c)(3) 18000 Rehabilitation / Therapeutic A SANCTUARY FOR MILITARY FAMILIES INC 5440 CR 41 PO BOX 1563 Granby CO 80446 261410596 501(c)(3) 15000 Health NEADS INC 305 REDEMPTION ROCK TRAIL SOUTH P Princeton MA 01541 237281887 501(c)(3) 55000 Rehabilitation / Therapeutic SENIOR RESOURCES INC 2817 MILLWOOD AVENUE Columbia SC 29205 570484965 501(c)(3) 25400 Health OUR MILITARY KIDS 2911 HUNTER MILL ROAD SUITE 203 Oakton VA 22124 562483648 501(c)(3) 200000 Rehabilitation / Therapeutic WARRIOR CANINE CONNECTION INC 14934 SCHAEFFER ROAD Boyds MD 20841 452981579 501(c)(3) 200000 Rehabilitation / Therapeutic PRESIDENT AND FELLOWS OF HARVARD COLLEGE 1033 MASSACHUSETTS AVENUE Cambridge MA 02138 042103580 501(c)(3) 1919897 Legal SAN ANTONIO METROPOLITAN MINISTRY INC 1919 NW LOOP 410 STE 100 San Antonio TX 78213 742285793 501(c)(3) 10000 Homeless / Indigent / Crisis Intervention MUSIC CONSERVATORY OF WESTCHESTER 216 CENTRAL AVENUE White Plains NY 10606 136007082 501(c)(3) 16500 Rehabilitation / Therapeutic CALIFORNIA AQUATIC THERAPY & WELLNESS CENTER INC 6801 LONG BEACH BOULEVARD Long Beach CA 90805 952382016 501(c)(3) 50000 Rehabilitation / Therapeutic SWORDS TO PLOWSHARES 401 VAN NESS AVENUE SUITE 313 San Francisco CA 94102 942260626 501(c)(3) 30000 Homeless / Indigent / Crisis Intervention RETRIEVING FREEDOM INC 20360 TANGLE NOOK ROAD Sedalia MO 65301 453282513 501(c)(3) 15000 Rehabilitation / Therapeutic VIETNAM VETERANS WORKSHOP INC 17 COURT STREET Boston MA 02108 043007211 501(c)(3) 20000 Homeless / Indigent / Crisis Intervention VETERANS CONSORTIUM PRO BONO PROGRAM 2101 L STREET NW SUITE 225 Washington DC 20037 201934881 501(c)(3) 1700000 Legal ADAPTIVE ADVENTURES 9053 HARLAN STREET SUITE 34 Westminster CO 80031 841512653 501(c)(3) 106800 Rehabilitation / Therapeutic NEW YORK LEGAL ASSISTANCE GROUP LEGALHEALTH DIVISION 100 PEARL STREET 19TH FLOOR New York NY 10004 133505428 501(c)(3) 120000 Legal ADAPTIVE SPORTS PROGRAM NEW MEXICO INC PO BOX 5676 Santa Fe NM 875025676 850403958 501(c)(3) 30890 Rehabilitation / Therapeutic ONE80 PLACE PO BOX 20038 Charleston SC 29413 570789483 501(c)(3) 10000 Homeless / Indigent / Crisis Intervention APPLIED BEHAVIORAL REHABILITATION INSTITUTE INC 655 PARK AVENUE Bridgeport CT 06604 061520511 501(c)(3) 40000 Homeless / Indigent / Crisis Intervention SOCIETY OF ST VINCENT DE PAUL 420 W WATKINS ROAD Phoenix AZ 850032830 860096789 501(c)(3) 15000 Homeless / Indigent / Crisis Intervention FOOD BANK OF SOUTH JERSEY 1501 JOHN TIPTON BOULEVARD Pennsauken NJ 08110 222623089 501(c)(3) 15000 Health SENTINELS OF FREEDOM SCHOLARSHIP FOUNDATION PO BOX 1316 San Ramon CA 94583 208139201 501(c)(3) 20000 Educational COMMUNITY OUTREACH INC 865 REIMAN AVENUE Corvallis OR 97330 930602094 501(c)(3) 10000 Homeless / Indigent / Crisis Intervention CANINES FOR SERVICE INC 221 OLD DAIRY ROAD UNIT 1 Wilmington NC 28405 562118747 501(c)(3) 75000 Rehabilitation / Therapeutic NEWVIEW OKLAHOMA 501 N DOUGLAS AVENUE Oklahoma City OK 73106 730592386 501(c)(3) 45000 Health FOOD & FRIENDS INC 219 RIGGS ROAD NE Washington DC 20011 521648941 501(c)(3) 20000 Health QUALITY OF LIFE FOUNDATION INC 2750 KILLARNEY DRIVE SUITE 100 Woodbridge VA 22192 261820245 501(c)(3) 125000 Rehabilitation / Therapeutic HOPE FOR THE WARRIORS 8003 FORBES PL STE 201 Springfield VA 22151 205182295 501(c)(3) 30000 Transportation FIVE STAR VETERANS CENTER INC 40 ACME STREET Jacksonville FL 32211 453545974 501(c)(3) 65000 Homeless / Indigent / Crisis Intervention CENTRAL UNION MISSION 65 MASSACHUSETTS AVENUE NW Washington DC 20001 530218650 501(c)(3) 7500 Homeless / Indigent / Crisis Intervention VETERANS ALTERNATIVE INC 1750 ARCADIA ROAD HOLIDAY FL 34690 472601144 501(c)(3) 40000 Health WARRIOR EXPEDITIONS 6621 FAIRWAY VIEW TRAIL Roanoke VA 24018 465201997 501(c)(3) 10000 Rehabilitation / Therapeutic COMMUNITY LEGAL AID SERVICES INC 50 S MAIN STREET STE 800 Akron OH 44308 340753560 501(c)(3) 13500 Legal WILMINGTON AREA REBUILDING MINISTRY INC 909 MARKET STREET Wilmington NC 28401 562076795 501(c)(3) 50000 Rehabilitation / Therapeutic MERCY HOUSING LAKEFRONT 120 S LASALLE STREET SUITE 1915 Chicago IL 60603 363453183 501(c)(3) 20000 Homeless / Indigent / Crisis Intervention WORKING WARDROBES FOR A NEW START 2000 E MCFADDEN AVENUE Santa Ana CA 92705 330669145 501(c)(3) 25000 Employment SUPPORT THE ENLISTED PROJECT INC 9915 BUSINESSPARK AVENUE SUITE A San Diego CA 92131 203051279 501(c)(3) 25000 Homeless / Indigent / Crisis Intervention AMERICAN HUMANE 1400 16TH STREET NW STE 360 Washington DC 20036 840432950 501(c)(3) 40000 Rehabilitation / Therapeutic LOCKWOOD ANIMAL RESCUE CENTER PO BOX 1510 Frazier Park CA 93225 813020602 501(c)(3) 40000 Employment REBOOT RECOVERY PO BOX 381 Pleasant View TN 37146 453305357 501(c)(3) 24000 Health VETERANS OUTREACH OF WISCONSIN 1624 YOUT STREET Racine WI 53404 464449307 501(c)(3) 50000 Homeless / Indigent / Crisis Intervention MARINE RAIDER FOUNDATION PO BOX 977 Fishers IN 46038 452913544 501(c)(3) 10000 Health PATIENT AIRLIFT SERVICES (PALS) 7110 REPUBLIC AIRPORT 2ND FLOOR Farmingdale NY 11735 272370028 501(c)(3) 11000 Transportation SAMARITAN CENTER FOR COUNSELING AND PASTORAL CARE INC 8956 RESEARCH BOULEVARD BLDG 2 Austin TX 78758 741832864 501(c)(3) 40000 Health BLUE SKIES FOR THE GOOD GUYS AND GALS WARRIOR FOUNDATION 1711 RUN WAY Middletown OH 45042 474583313 501(c)(3) 35000 Rehabilitation / Therapeutic THE CHICAGO LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED 1850 W ROOSEVELT ROAD Chicago IL 60608 362169139 501(c)(3) 10000 Employment YELLOW RIBBON FUND INC PO BOX 41048 Bethesda MD 20824 364567583 501(c)(3) 125000 Health COMFORT CREW FOR MILITARY KIDS 8127 MESA DRIVE SUITE B206 117 Austin TX 78759 260141940 501(c)(3) 18750 Rehabilitation / Therapeutic SAVE A WARRIOR PO BOX 218117 Columbus OH 43221 455571507 501(c)(3) 2050000 Health SONOMA CHAPTER #48 PO BOX 762 Santa Rosa CA 95402 946173131 501(c)(4) 11007 Homeless / Indigent / Crisis Intervention EDWARD KLINE MEMORIAL HOMELESS VETERANS FUND 7881 W CHARLESTON BOULEVARD SUITE LAS VEGAS NV 89117 452285031 501(c)(3) 29500 Homeless / Indigent / Crisis Intervention THE UNITED WAY OF CENTRAL MARYLAND INC 1800 WASHINGTON BOULEVARD SUITE 34 BALTIMORE MD 21230 520591543 501(c)(3) 20000 Legal NEIGHBORHOOD HOUSING SERVICES OF BIRMINGHAM INC 601 19TH STREET N SUITE 103 BIRMINGHAM AL 35203 630713056 501(c)(3) 22000 Homeless / Indigent / Crisis Intervention TEAM RED WHITE & BLUE INC 198 14TH STREET NW ATLANTA GA 30318 272196347 501(c)(3) 40000 Rehabilitation / Therapeutic HOMEFRONT INC 88 HAMILTON AVENUE STAMFORD CT 06902 300281085 501(c)(3) 10000 Homeless / Indigent / Crisis Intervention YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER CINCINNATI 1105 ELM STREET CINCINNATI OH 45202 310537178 501(c)(3) 8500 Rehabilitation / Therapeutic COTS INC 819 S WEST AVENUE APPLETON WI 54915 391913179 501(c)(3) 15000 Homeless / Indigent / Crisis Intervention THE NATIONAL MILITARY FAMILY ASSOCIATION 2800 EISENHOWER AVENUE SUITE 250 ALEXANDRIA VA 22314 520899384 501(c)(3) 20000 Rehabilitation / Therapeutic ARMED SERVICES ARTS PARTNERSHIP 2461 EISENHOWER AVENUE FLOOR 2 ALEXANDRIA VA 22314 474007504 501(c)(3) 50000 Rehabilitation / Therapeutic FEEDING PETS OF THE HOMELESS 710 WEST WASHINGTON STREET Carson City NV 89703 263010540 501(c)(3) 25000 Homeless / Indigent / Crisis Intervention TRAVIS MANION FOUNDATION 164 E STATE STREET DOYLESTOWN PA 18901 412237951 501(c)(3) 10000 Health ENDEAVOR THERAPEUTIC HORSEMANSHIP INC 556 CROTON LAKE ROAD Mount Kisco NY 10549 472323887 501(c)(3) 30000 Rehabilitation / Therapeutic NPOWER INC 55 WASHINGTON STREET SUITE 560 BROOKLYN NY 11201 134145441 501(c)(3) 50000 Educational CINCINNATI OPERA ASSOCIATION 1243 ELM STREET CINCINNATI OH 45202 310549044 501(c)(3) 30000 Rehabilitation / Therapeutic POVERELLO CENTER INC 1110 W BROADWAY STREET MISSOULA MT 59802 237439391 501(c)(3) 40000 Homeless / Indigent / Crisis Intervention PROJECT HOME INC 3841 KIPP STREET MADISON WI 53718 391279307 501(c)(3) 11000 Homeless / Indigent / Crisis Intervention ROBERT IRVINE FOUNDATION INC 1227 N FRANKLIN STREET TAMPA FL 33602 465420676 501(c)(3) 97000 Rehabilitation / Therapeutic HUDSON RIVER COMMUNITY SAILING INC PO BOX 20677 NEW YORK NY 10011 261784215 501(c)(3) 25000 Rehabilitation / Therapeutic TWILIGHT WISH FOUNDATION PO BOX 1042 DOYLESTOWN PA 18901 731670060 501(c)(3) 8500 Rehabilitation / Therapeutic DONKA INCORPORATED 400 N COUNTY FARM ROAD WHEATON IL 60187 363284578 501(c)(3) 20000 Employment HOMEWARD PIKES PEAK 2010 E BIJOU STREET COLORADO SPGS CO 80909 134242773 501(c)(3) 10000 Homeless / Indigent / Crisis Intervention 100 3 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. GRANT RECIPIENTS ARE REQUIRED TO EXECUTE A GRANT AGREEMENT, WHICH OUTLINES THE TERMS AND CONDITIONS OF THE GRANT, INCLUDING BUT NOT LIMITED TO THE FOLLOWING PROVISIONS: (1) PURPOSE FOR WHICH FUNDING IS AWARDED; (2) THE FUNDS CANNOT BE RE-GRANTED WITHOUT THE EXPRESS PERMISSION OF THE TRUST AND IN NO CASE TO ORGANIZATIONS OR FOR PROJECTS OUTSIDE THE UNITED STATES; (3) THE GRANTEE AGREES TO PROVIDE WRITTEN EXPENDITURE REPORTS OUTLINING FULFILLMENT OF THE PROGRAM GOALS; (4) THE GRANTEE CERTIFIES THAT IT IS NOT ON ANY FEDERAL TERRORISM WATCH LISTS AND DOES NOT, WILL NOT AND HAS NOT KNOWINGLY PROVIDED FINANCIAL, TECHNICAL IN-KIND OR OTHER MATERIAL SUPPORT OR RESOURCES TO ANY INDIVIDUAL OR ENTITY THAT IS A TERRORIST OR TERRORIST ORGANIZATION, OR THAT SUPPORTS OR FUNDS TERRORISM; AND (5) THE GRANTEE ACCEPTS AND WILL DISCHARGE FULL CONTROL OF THE GRANT FUNDS AND DISPOSITION OF SAME. THE RECIPIENT IS REQUIRED TO PROVIDE PERFORMANCE/EXPENDITURE REPORTS AT NO LESS THAN 6-MONTH INTERVALS UNTIL THE GRANT FUNDS ARE EXPENDED IN THEIR ENTIRETY. THE PERFORMANCE REPORTS ARE REVIEWED AND MONITORED TO ENSURE COMPLIANCE WITH THE PURPOSE OF THE GRANT AWARDED AND THE IMPACT ON AMERICA'S SICK AND INJURED VETERANS. Form 990, Part VI, Line 11b Review of form 990 by governing body FOLLOWING COMPLETION OF FORM 990 BY THE TRUST'S TAX PREPARER, THE ADMINISTRATOR AND ACCOUNTANTS REVIEW THE RETURN. UPON ACCEPTANCE, THE ADMINISTRATOR EMAILS AN ELECTRONIC VERSION OF THE FINAL RETURN TO ALL OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND QUESTIONS. SUBSEQUENTLY THE RETURN IS FILED WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy THE CONFLICT OF INTEREST POLICY APPLIES TO ALL APPLICATIONS FOR FINANCIAL AID AND ASSISTANCE, ALL STAFFING MATTERS, AND ALL OTHER ACTIONS BY ANY OFFICER OR THE BOARD OF DIRECTORS OF THE TRUST AND APPLIES TO ALL ACTIVITIES IN WHICH THE TRUST IS CURRENTLY ENGAGED OR IN ANY WAY MAY BE ENGAGED AT ANY TIME IN THE FUTURE. THE POLICY PROVIDES THAT A CONFLICT OF INTEREST MAY EXIST WHEN THE INTERESTS OR CONCERNS OF ANY MEMBER OF THE BOARD OF DIRECTORS, AN OFFICER, ANY MEMBER OF THE STAFF SERVING THE TRUST, OR SAID PERSON'S IMMEDIATE FAMILY, OR ANY PARTY, GROUP OR ORGANIZATION TO WHICH SAID PERSON HAS ALLEGIANCE, MAY BE SEEN AS COMPETING WITH THE INTERESTS OR CONCERNS OF THE TRUST. WHEN A CONFLICT IS DISCLOSED AND IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF DIRECTORS, THE INTERESTED PARTY MUST CALL THE CONFLICT TO THE ATTENTION OF THE BOARD AND SHALL NOT VOTE ON THE MATTER. IN FACE-TO-FACE MEETINGS, ANY PERSON HAVING A CONFLICT WILL RETIRE FROM THE ROOM AND SHALL NOT PARTICIPATE IN FINAL DELIBERATIONS OR DECISIONS REGARDING THE MATTER UNDER CONSIDERATION. THE PERSON WILL PROVIDE THE BOARD OF DIRECTORS WITH ANY AND ALL RELEVANT INFORMATION. THE OFFICERS AND BOARD OF DIRECTORS REVIEW THE POLICY NO LESS THAN ANNUALLY TO DETERMINE NEED FOR REVISION. A COPY OF THE POLICY IS PROVIDED TO EACH OFFICER, MEMBER OF THE BOARD OF DIRECTORS AND EACH STAFF MEMBER SERVING THE TRUST OR WHO MAY BECOME ASSOCIATED WITH IT AT THE TIME OF THEIR ASSOCIATION. THE POLICY IS REVIEWED NO LESS THAN ANNUALLY FOR THE INFORMATION AND GUIDANCE OF ALL SUCH PERSONS. ANY NEW OFFICER, MEMBER OF THE BOARD OF DIRECTORS, AND NEW STAFF MEMBER IS ADVISED OF THE POLICY UPON UNDERTAKING THE DUTIES OF THEIR POSITION. EACH PERSON ANNUALLY SIGNS A STATEMENT AFFIRMING: RECEIPT OF A COPY OF THE POLICY; HIS/HER UNDERSTANDING OF THE POLICY; AGREEMENT TO COMPLY WITH THE POLICY; AND VERIFICATION THAT HE/SHE HAS DISCLOSED ANY POTENTIAL CONFLICTS OF INTEREST. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AND ACCESSIBLE FROM THE TRUST'S WEBSITE CST.DAV.ORG. THE ANNUAL REPORT AND MOST RECENT FORM 990 ARE ALSO ACCESSIBLE FROM THE TRUST'S WEBSITE, CST.DAV.ORG, AND UPON REQUEST OR FOR PUBLIC INSPECTION AT THE TRUST'S ADMINISTRATIVE OFFICE, 860 DOLWICK DRIVE, ERLANGER, KY 41018. Form 990, Part XI, Line 9 Other changes in net assets or fund balances UNCOLLECTIBLE PLEDGES - -167422; CGA Valuation Adjustment - 65453; CGA Adjustment Calculation - -200880; FORM 990, PART III, LINE 4 PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED) THE DISABLED AMERICAN VETERANS (DAV) Charitable Service Trust is dedicated to one single purpose: empowering veterans to lead high-quality lives with respect and dignity. In an effort to fulfill that purpose throughout the nation, the Trust awards grant funds to nonprofit organizations with programs or services that benefit service members of every era. The Trust generally supports initiatives that provide the following: - Food, shelter, and other necessary items; - Mobility items or assistance specific to individuals with blindness or vision loss; hearing loss; or amputations; - Qualified Therapeutic or recreational activities; - Physical or psychological rehabilitation; - Education, training and career-readiness; and - Other forms of direct assistance as appropriate for short or long-term relief for veterans, caregivers and/or their families. Though the specific needs of veterans from each era may vary, the Trust has supported veterans suffering from post-traumatic stress disorder, traumatic brain injuries, substance abuse ISSUES, amputations, spinal cord injuries, and other physical or mental afflictions. Grant funds have allowed for veterans to secure meaningful employment, healthcare, housing, food, education, camaraderie, and overall support for the many challenges that service members face upon returning from combat. Through financial assistance grants, the Trust enables organizations to sustain quality programming to millions of veterans and dependents each year. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW PROCESS IN ACCORDANCE WITH THE ORGANIZATION'S Bylaws, there is no compensation paid to Officers or Directors. In 2023, the Board of Directors reaffirmed its policy that authorizes a per diem be paid to Directors and Officers whose duties require their attendance at Board of Directors meetings or such other events where they serve as representatives of or travel on business for the Trust. The President does not receive compensation for services rendered in conjunction with his position and exercises supervision over the Trust's affairs in accordance with policies, decisions and mandates of the Board. As all the members of the Board are volunteers, the Board has contracted with Disabled American Veterans (DAV) to utilize the services of a DAV employee to serve as the Administrator of the Trust. The Trust reimbursed the DAV $45,729.53 in 2023 for those services. The Administrator assists the President and other officers in the implementation of Board directives. She also ensures that the President and board members are kept fully abreast of even routine matters so that they may fully carry out their responsibilities.