2024-10-29T14:35:57-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2023-01-01 530205923 NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION NATI 2028793365 1776 D STREET NW WASHINGTON DC 200065303 CHERYL LYNN EDWARDS TREASURER GENERAL 2028793365 2024-10-29 1 0 ROBERT WILLIAMS P01345960 5712279500 2024-10-29 2023 2024-10-15 13:58:12Z PAMELA R WRIGHT 1776 D STREET NW WASHINGTON DC 200065303 40737060 0 1050 X WWW.DAR.ORG X 1896 DC PROMOTE HISTORIC PRESERVATION, EDUCATION, AND PATRIOTISM. 85 85 180 4775 125103 58342 17685007 18728185 3030593 2325724 3420480 7453389 5391410 6273259 29527490 34780557 2304088 3028988 0 0 9773274 10636759 0 0 2261331 12058062 15159866 24135424 28825613 5392066 5954944 203784359 229156397 5116126 6606333 198668233 222550064 X THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) WAS ESTABLISHED TO PERPETUATE THE MEMORY AND SPIRIT OF THE MEN AND WOMEN WHO ACHIEVED AMERICAN INDEPENDENCE. THE SOCIETY ACHIEVES THIS OBJECTIVE THROUGH PROGRAMS WHICH ENCOURAGE HISTORICAL RESEARCH AND PUBLICATION, PRESERVATION OF HISTORICAL RELICS AND DOCUMENTS, EDUCATION AND PROMOTION OF PATRIOTIC ENDEAVORS. 0 0 5343838 10228 HISTORIC PRESERVATIONNSDAR MAINTAINS A MUSEUM FOR THE PURPOSE OF COLLECTION, EXHIBITING, AND PRESERVING OBJECTS RELATED TO BOTH THE AMERICAN REVOLUTION AND THE AMERICAN HOME FROM THE COLONIAL PERIOD THROUGH THE EARLY 20TH CENTURY. THE MUSEUM IS OPEN TO MEMBERS AND THE GENERAL PUBLIC FREE OF CHARGE. NSDAR'S AMERICANA COLLECTION INCLUDES MANUSCRIPTS AND IMPRINT MATERIALS PERTAINING TO LIFE IN COLONIAL AMERICA, THE REVOLUTIONARY WAR ERA, AND THE EARLY REPUBLIC. NSDAR ALSO MAINTAINS CONSTITUTION HALL, AN AUDITORIUM DEDICATED TO THE US CONSTITUTION. 6062670 251971 287245 HISTORICAL AND GENEALOGY RESEARCH:THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) MAINTAINS AN EXTENSIVE GENEALOGICAL LIBRARY FOR PURPOSES OF RESEARCH. THE LIBRARY CONTAINS APPROXIMATELY 225,000 VOLUMES, AS WELL AS MANY UNPUBLISHED TYPESCRIPTS NOT AVAILABLE ELSEWHERE. THE LIBRARY IS OPEN TO MEMBERS AND NON-MEMBERS. 4054714 1502461 1013999 EDUCATION:NSDAR MAKES CONTRIBUTIONS TO DAR-APPROVED SCHOOLS, MANY OF WHICH ARE LOCATED IN APPALACHIA. THE DAR MARIAN ANDERSON LEGACY SCHOLARSHIP IS AWARDED TO A STUDENT PURSUING UNDERGRADUATE OR GRADUATE STUDY IN MUSIC. NSDAR ALSO AWARDS SCHOLORSHIPS IN: (1) POLITICAL SCIENCE, (2) HISTORY, (3) GOVERNMENT, (4) ECONOMICS, (5) BUSINESS LAW, (6) CHEMISTRY, (7) NURSING, AND (8) OCCUPATIONAL THERAPY. NSDAR ALSO PUBLISHES AMERICAN SPIRIT MAGAZINE, A BIMONTHLY MAGAZINEFOCUSING ON: (1) AMERICAN HISTORY, (2) HISTORIC PRESERVATION, (3) PATRIOTISM, AND (4) EDUCATION. 2167926 1264328 5901789 BOARD PROJECTS:THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION BOARD OF MANAGEMENT OVERSEES A VARIETY OF PROJECTS THAT ALIGN WITH THEIR MISSION OF PROMOTING HISTORIC PRESERVATION, EDUCATION, AND PATRIOTISM. 2167926 1264328 5901789 17629148 1 1 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 62 0 180 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 85 85 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MA MD MI MN MS NC ND NH NJ NM NY OR PA RI SC TN UT WI WV X CHRISTOPHER T FORBERG 2028473365 1776 D STREET NORTHWEST WASHINGTON DC 200065303 PAMELA WRIGHT PRESIDENT GENERAL 40.00 X X 30000 0 0 VIRGINIA SEBASTIAN STORAGE FIRST VICE PRESIDENT GENERAL 20.00 X X 0 0 0 VIRGINIA LINGELBACH CHAPLAIN GENERAL 20.00 X X 0 0 0 LANABETH HORGEN RECORDING SECRETARY GENERAL 20.00 X X 0 0 0 JANET MCFARLAND CORRESPONDING SECRETARY GENERAL 20.00 X X 0 0 0 NANCY WRIGHT ORGANIZING SECRETARY GENERAL 20.00 X X 0 0 0 CHERYL EDWARDS TREASURER GENERAL 32.00 X X 0 0 0 CYNTHIA PARNELL REGISTRAR GENERAL 20.00 X X 0 0 0 RHONDA KREN REGISTRAR GENERAL THROUGH 6/23 20.00 X X 0 0 0 SUZANNE HESKE HISTORIAN GENERAL 20.00 X X 0 0 0 CYNTHIA MCNAMARA LIBRARIAN GENERAL 20.00 X X 0 0 0 SUSAN METZGER CURATOR GENERAL 20.00 X X 0 0 0 JUNELLE MONGNO REPORTER GENERAL 20.00 X X 0 0 0 BEVERLY PRZYBYLSKI NATIONAL PARLIAMENTARIAN 20.00 X X 0 0 0 LESLIE R MILLER VICE PRESIDENT GENERAL 4.00 X 0 0 0 HOLLY STONE BLAIR VICE PRESIDENT GENERAL 4.00 X 0 0 0 JEANNINE ANGLE DOBBINS VICE PRESIDENT GENERAL 4.00 X 0 0 0 CYNTHIA BEALL SUICH VICE PRESIDENT GENERAL 4.00 X 0 0 0 ADELE ELLISOR LANCASTER VICE PRESIDENT GENERAL 4.00 X 0 0 0 SUSAN LEAKE HARVEY HOLT VICE PRESIDENT GENERAL 4.00 X 0 0 0 SUE SUTHERS ALLEN VICE PRESIDENT GENERAL 4.00 X 0 0 0 TAMMY CLEMONS VICE PRESIDENT GENERAL 4.00 X 0 0 0 KAY YARBROUGH VICE PRESIDENT GENERAL 4.00 X 0 0 0 SUSAN TILLMAN VICE PRESIDENT GENERAL 4.00 X 0 0 0 ELIZABETH BILLHAM VICE PRESIDENT GENERAL 4.00 X 0 0 0 MAUREEN TIPTON VICE PRESIDENT GENERAL 4.00 X 0 0 0 CAROLE WEISS VICE PRESIDENT GENERAL 4.00 X 0 0 0 LAEL MARLOW VICE PRESIDENT GENERAL 4.00 X 0 0 0 CECILE WIMBERLY VICE PRESIDENT GENERAL 4.00 X 0 0 0 LEANN FETHEROLF TURBYFILL VICE PRESIDENT GENERAL 4.00 X 0 0 0 ELIZABETH WATKINS VICE PRESIDENT GENERAL 4.00 X 0 0 0 CANDANCE CAIN VICE PRESIDENT GENERAL 4.00 X 0 0 0 CHARLOTTE WHITE VICE PRESIDENT GENERAL 4.00 X 0 0 0 HELLEN POLK VICE PRESIDENT GENERAL 4.00 X 0 0 0 PATRICE BIRNER VICE PRESIDENT GENERAL 4.00 X 0 0 0 MORGAN ELLIOTT VICE PRESIDENT GENERAL 4.00 X 0 0 0 KATHLEEN HUSTON VICE PRESIDENT GENERAL 4.00 X 0 0 0 AMANDA LAZARUS VICE PRESIDENT GENERAL 4.00 X 0 0 0 BETHE CLARK-URBAN VICE PRESIDENT GENERAL 4.00 X 0 0 0 KATHRYN ASAY VICE PRESIDENT GENERAL 4.00 X 0 0 0 SUSAN BRODERICK VICE PRESIDENT GENERAL 4.00 X 0 0 0 PAULA RENKAS VICE PRESIDENT GENERAL 4.00 X 0 0 0 PATRICE DONNELLY STATE REGENT - AL 4.00 X 0 0 0 MARYBETH GROVES STATE REGENT - AK 4.00 X 0 0 0 SARAH HEIB STATE REGENT - AK 4.00 X 0 0 0 SALLIE LOVORN STATE REGENT - AZ 4.00 X 0 0 0 GALE MARKLEY STATE REGENT - AR 4.00 X 0 0 0 SHARON LEE MAAS STATE REGENT - CA 4.00 X 0 0 0 COLLEEN JOYCE STATE REGENT - CO 4.00 X 0 0 0 LESLIE BRINKLEY STATE REGENT - CO 4.00 X 0 0 0 LISA MELLAND STATE REGENT - CT 4.00 X 0 0 0 ELIZABETH HICKS STATE REGENT - DC 4.00 X 0 0 0 BARBARA SENINGEN STATE REGENT - DE 4.00 X 0 0 0 DEBORAH DUAY STATE REGENT - FL 4.00 X 0 0 0 CYNTHIA ADDISON STATE REGENT - FL 4.00 X 0 0 0 BETTY HARRAH STATE REGENT - GA 4.00 X 0 0 0 JULENE IGNACIO STATE REGENT - HI 4.00 X 0 0 0 CATHERINE MCCLINTICK STATE REGENT - ID 4.00 X 0 0 0 JANICE BELLER STATE REGENT - ID 4.00 X 0 0 0 DEBBY COE STATE REGENT - IL 4.00 X 0 0 0 CHRISTINA BANNON STATE REGENT - IL 4.00 X 0 0 0 CHERYL BAXTER STATE REGENT - IN 4.00 X 0 0 0 EDITH BRUNIA STATE REGENT - IA 4.00 X 0 0 0 REBECCA KLINE STATE REGENT - KS 4.00 X 0 0 0 LINDA CONRADT STATE REGENT - KY 4.00 X 0 0 0 CHERYL GOTT STATE REGENT - LA 4.00 X 0 0 0 BEATRICE NUTT STATE REGENT - MA 4.00 X 0 0 0 MERNIE CRANE STATE REGENT - MD 4.00 X 0 0 0 MARY FELTON STATE REGENT - ME 4.00 X 0 0 0 ELIZABETH CALHOUN STATE REGENT - ME 4.00 X 0 0 0 KELLY VANWORMER STATE REGENT - MI 4.00 X 0 0 0 KATHLEEN HUSTON STATE REGENT - MN 4.00 X 0 0 0 CAROLYN LOEFFLER STATE REGENT - MN 4.00 X 0 0 0 RENEE POPE PACE STATE REGENT - MO 4.00 X 0 0 0 CYNTHIA MAGNUM STATE REGENT - MS 4.00 X 0 0 0 JENNIFER BUCKLEY STATE REGENT - MT 4.00 X 0 0 0 ANNA CHOI STATE REGENT - NC 4.00 X 0 0 0 ANNE SCHURIG MUIR STATE REGENT - ND 4.00 X 0 0 0 MARCIA SHA VLIK STATE REGENT - NE 4.00 X 0 0 0 KATHLEEN ADAIR STERNENBERG STATE REGENT - NH 4.00 X 0 0 0 DIANA WAUGH OLIVER STATE REGENT - NJ 4.00 X 0 0 0 PATRICE BARGER STATE REGENT - NM 4.00 X 0 0 0 ELEANOR ORTIZ STATE REGENT - NM 4.00 X 0 0 0 CYNTHIA BELL STATE REGENT - NV 4.00 X 0 0 0 PAMELA BARRACK STATE REGENT - NY 4.00 X 0 0 0 SUSAN LEININGER STATE REGENT - OH 4.00 X 0 0 0 NANCY LISLE STATE REGENT - OK 4.00 X 0 0 0 NANCY SLAGLE STATE REGENT - OR 4.00 X 0 0 0 MARGUERITE FRITSCH STATE REGENT - PA 4.00 X 0 0 0 AMANDA LAZARUS STATE REGENT - RI 4.00 X 0 0 0 ANNE HARRIGAN STATE REGENT - RI 4.00 X 0 0 0 BONNIBEL MOFFAT STATE REGENT - SC 4.00 X 0 0 0 KATHERINE TARRELL STATE REGENT - SD 4.00 X 0 0 0 EMILY ROBINSON STATE REGENT - TN 4.00 X 0 0 0 MARCY CARTER-LOVICK STATE REGENT - TX 4.00 X 0 0 0 KATHRYN MADSEN STATE REGENT - UT 4.00 X 0 0 0 LAURIE NESBITT STATE REGENT - VA 4.00 X 0 0 0 CATHERINE BROUDEUR-JOHNSON STATE REGENT - VT 4.00 X 0 0 0 JANET WEAVER STATE REGENT - VT 4.00 X 0 0 0 CHRISTINE CROWDER STATE REGENT - WA 4.00 X 0 0 0 SANDRA JEANNE SNOW STATE REGENT - WI 4.00 X 0 0 0 JANE LARKE STATE REGENT - WV 4.00 X 0 0 0 CLAIRE WHITE STATE REGENT - WY 4.00 X 0 0 0 MAIRE-LAURENCE DE ROCHEFORT-SIRIEYX STATE REGENT - FRANCE 4.00 X 0 0 0 SANDRA MCKINNON LORIDANS STATE REGENT - MEXICO 4.00 X 0 0 0 TORGRIM FORBERG CONTROLLER 40.00 X 159199 0 35024 STEPHEN NORDHOLT ADMINISTRATOR 40.00 X 109109 0 24004 PATRICIA BREICHNER DIRECTOR OF HUMAN RESOURCES 40.00 X 141200 0 31064 SANDRA POLLACK DEVELOPMENT DIRECTOR 40.00 X 140178 0 30839 VICTOR KUNZE DIRECTOR OF INFORMATION SYSTEMS 40.00 X 135745 0 29864 HEIDI CAMPBELL-SHOAF MUSEUM DIRECTOR AND HEAD CURATOR 40.00 X 104726 0 23039 CATHERINE LANDON DIRECTOR OF PUBLIC RELATIONS 40.00 X 104635 0 23020 924792 0 196854 7 0 1 0 AMERICA GHC INC POBOX 735 SWANSEA MA 02777 INVENTORY 2581587 THE CALMARK GROUP 6755 S SAYRE AVE BEDFORD PARK IL 60638 MAILING 933322 HAMMOCK INC PO BOX 331518 NASHVILLE TN 37203 PUBLISHING 928929 SIMONS BROTHERS 2438 EAST SERGEANT STREET PHILADELPHIA PA 19125 INVENTORY 470096 WILLIS TOWERS WATSON SOUTHEAST INC PO BOX 13784 NEWARK NJ 07189 INSURANCE 435143 26 8351062 10377123 150609 18728185 MAGAZINE REVENUE 541800 1013999 962879 51120 APPLICATION FEES 900099 666702 666702 MEMBER MEETING FEES 900099 357778 357778 RECORD COPY FEES 900099 285013 285013 LIBRARY RESEARCH FEES 900099 2232 2232 2325724 4246433 4246433 9110 9110 1378369 65512 1312857 1312857 1312857 6087676 2880720 3206956 3206956 3206956 6334109 3010271 3323838 3249855 73983 OTHER INCOME 900099 1627454 1627454 1627454 34780557 7151913 125103 8775356 2464913 2464913 564075 564075 372094 222023 122412 27659 8470357 5054143 2786598 629616 285166 170154 93815 21197 867988 517916 285553 64519 641154 382568 210928 47658 555333 301696 210519 43118 268406 268406 105332 105332 122318 122318 1060347 779095 169905 111347 7061292 4094721 2298299 668272 662403 449014 205513 7876 1551982 322479 914123 315380 2312015 1864620 379774 67621 408145 106557 301588 OTHER GRANT EXPENSES 717119 460051 257068 COLLECTIONS ADDITIONS 335174 335174 28825613 17629148 8935134 2261331 10192703 8320776 6856546 7298896 435552 212326 2443326 3765900 272440 301299 68793169 33657449 35048061 35135720 147619920 173129219 915811 992261 203784359 229156397 2747499 3362966 1848507 2734321 520120 509046 5116126 6606333 X 84267010 88519214 114401223 134030850 198668233 222550064 203784359 229156397 5954944 17926887 0 X 0 1 X 1 0 X 8631996 15979125 15811455 17685007 18728185 76835768 12291198 5586085 7348905 9819628 9958666 45004482 20923194 21565210 23160360 27504635 28686851 121840250 613372 237390 560120 449094 136285 1996261 0 613372 237390 560120 449094 136285 1996261 119843989 5089062 3589199 3738442 4752251 5633912 22802866 309715 309715 5398777 3589199 3738442 4752251 5633912 23112581 41963 66128 108091 473358 579081 560447 1612886 26795329 25733490 27459249 32298849 34386891 146673808 0.81710 0.81340 0.15760 0.15670 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 473,358. 2020 AMOUNT: $ 579,081. 2021 AMOUNT: $ 560,447. PART III, SECTION B, LINE 12: THE OTHER INCOME REPRESENTS MANAGEMENT FEES AND MISCELLANEOUS INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 0 1 X 72515609 692015 11849546 564952 84492218 87140869 558986 -14657365 526881 72515609 74747865 648573 12093937 349506 87140869 65958564 458557 8954339 623595 74747865 56003909 1172239 9963513 1181097 65958564 0.35000 0.65000 0 0 207420 207420 39537243 16322445 23214798 17759937 9158922 8601015 6384139 5544379 839760 4904430 2631703 2272727 35135720 CHARITABLE GIFT ANNUITY 509046 509046 X 52650638 17926887 17926887 34723751 122318 -65512 56806 34780557 28768807 65512 65512 28703295 122318 122318 28825613 PART III, LINE 1A: THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) ACQUIRES ITS COLLECTIONS, WHICH INCLUDE LIBRARY BOOKS AND HISTORICAL TREASURES OF ITS MUSEUM AND AMERICANA COLLECTION, THROUGH PURCHASE OR DONATION. NSDAR'S COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH AND ARE PROTECTED AND PRESERVED. AS PERMITTED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, COLLECTIONS ARE NOT CAPITALIZED BY NSDAR, BUT RATHER EXPENSED CURRENTLY. AS OF DECEMBER 31, 2023 AND 2022, THE ESTIMATED FAIR VALUE OF THE COLLECTIONS WAS APPROXIMATELY $51.6 MILLION AND $51 MILLION, RESPECTIVELY. NSDAR HAD NO SIGNIFICANT DEACCESSIONS OR DISPOSALS OF MUSEUM/LIBRARY COLLECTIONS DURING THE YEARS ENDED DECEMBER 31, 2023 AND 2022. NSDAR HAS ADOPTED A POLICY PERMITTING THE USE OF PROCEEDS FROM DEACCESSIONED COLLECTION ITEMS TO BE USED TO ACQUIRE NEW COLLECTION ITEMS, TO PROVIDE FOR THE DIRECT CARE OF COLLECTION ITEMS, OR BOTH. DIRECT CARE OF COLLECTION ITEMS INCLUDES: (A) CREATING A PROPER ENVIRONMENT FOR STORING AND DISPLAYING COLLECTION ITEMS TO PROTECT THE ITEMS FROM DAMAGE AND DETERIORATION; (B) CONSERVING COLLECTION ITEMS TO RESTORE AND/OR MAINTAIN ITS PHYSICAL CONDITION; (C) RESEARCHING THE HISTORY OF AN ARTWORK TO IDENTIFY AND UNDERSTAND APPROPRIATE CONSERVATION METHODS FOR THE COLLECTION ITEM; (D) DOCUMENTING THE CONDITION OF AN COLLECTION ITEMS FOR ARCHIVAL PURPOSES TO HELP INFORM CONSERVATION REQUIREMENTS FOR THE CURRENT AND FUTURE PRESERVATION OF THE WORK; AND (E) TAKING APPROPRIATE MEASURES FOR THE SAFE INSTALLATION, DE-INSTALLATION, AND TRANSPORT OF AN COLLECTION ITEM IN A MANNER THAT SAFEGUARDS THE PHYSICAL CONDITION OF THE ITEM. PART III, LINE 4: NSDAR'S COLLECTIONS INCLUDE LIBRARY BOOKS AND HISTORICAL TREASURES OF ITS MUSEUM LIBRARY AND AMERICANA COLLECTION. THE COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH AND ARE PROTECTED AND PRESERVED. PART IV, LINE 2B: NSDAR DISBURSES FUNDS RECEIVED UNDER GIFT INSTRUMENTS FOR CERTAIN DAR-APPROVED SCHOOLS. ON DECEMBER 31, 2023, $2,000 OF ACCOUNTS PAYABLE AND ACCRUED EXPENSES ON THE FINANCIAL STATEMENT WERE RELATED TO THESE FUNDS. PART V, LINE 4: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION ENDOWMENT CONSISTS OF MULTIPLE FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES TO PROVIDE FOR THE LONG TERM SUPPORT OF THE ORGANIZATION AND ITS PROGRAMS, INCLUDING GRANTS AND SCHOLORSHIPS. PART X, LINE 2: THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS SUBJECT TO TAX ONLY ON ITS NET UNRELATED BUSINESS INCOME. ADDITIONALLY, NSDAR IS EXEMPT FROM INCOME TAXES IN THE DISTRICT OF COLUMBIA. IT HAS BEEN DETERMINED THAT NSDAR IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. NSDAR FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN INCOME TAX POSITIONS. NSDAR EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS TAX POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. NSDAR'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED IN REVENUE -65,512. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED IN REVENUE 65,512. 1 KATE DUNCAN SMITH SCHOOL 6077 MAIN STREET GRANT AL 35747 630338084 501(C)(3) 292859 0 EDUCATION GRANT UNITED SERVICE ORGANIZATIONS-CAMP PENDELTON PO BOX 555195 CAMP PENDLETON CA 92055 131610451 501(C)(3) 24836 0 PATRIOTIC GRANT THE AMERICAN BATTLEFIELD TRUST 1156 15TH STREET NW SUITE 900 WASHINGTONDC DC 20005 541426643 501(C)(3) 200000 0 HISTORIC PRESERVATION GRANT MARINE CORPS COMMUNITY SERVICES 1 1ST ST NE WASHINGTON DC DC 20543 330340335 501(C)(3) 40000 0 PATRIOTIC GRANT BERRY COLLEGE 2277 MARTHA BERRY HWY NW MT BERRY GA 30149 580566133 501(C)(3) 76000 0 EDUCATION GRANT GENESIS JOY HOUSE HOMELESS SHELTER INC PO BOX 6425 WARNER ROBINS GA 31095 274421437 501(C)(3) 25000 0 EDUCATION GRANT AFRO-AMERICAN HISTORICAL AND GENEALOGICAL SOCIETY(AAHGS) PO B0X 37 7651 CHICAGO IL 60637 363254340 501(C)(3) 10000 0 EDUCATION GRANT UNITY TEMPLE RESTORATION FOUNDATION 875 LAKE ST OAK PARK IL 60301 237346437 501(C)(3) 6570 0 HISTORIC PRESERVATION GRANT MILITARY & FAMILY READINESS CENTER 53147 KANSAS ST MCCONNELL AFB KS 67221 849980000 501(C)(3) 21350 0 PATRIOTIC GRANT HINDMAN SETTLEMENT SCHOOL PO BOX 844 HINDMAN KY 41822 610447248 501(C)(3) 51350 0 EDUCATION GRANT HILLSIDE SCHOOL INC 404 ROBIN HILL ROAD MARLBOROUGH MA 01752 042111216 501(C)(3) 37132 0 EDUCATION GRANT NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY (NEHGS) 99 - 101 NEWBURY ST BOSTON MS 02108 042104757 501(C)(3) 350000 0 EDUCATION GRANT VICTORIAN SOCIETY OF THE VAILE MANSION DEWITT MUSEUM PO BOX 316 INDEPENDENCE MS 64051 431384217 501(C)(3) 10000 0 HISTORIC PRESERVATION GRANT HOMECOMING 250 NAVY MARINE CORPS 62 BATTLESHIP PL CAMDEN NJ 08103 863973336 501(C)(3) 250000 0 HISTORIC ANNIVERSARY GRANT CROSSNORE SCHOOL P O BOX 249 CROSSNORE NC 28616 352454917 501(C)(3) 277727 0 EDUCATION GRANT VETERANS LIFE CENTER PO BOX 37087 RALEIGH NC 27627 271696736 501(C)(3) 20000 0 PATRIOTIC GRANT CHEMAWA INDIAN SCHOOL 3700 CHEMAWA RDNE SALEM OR 97305 930735265 501(C)(3) 9000 0 EDUCATION GRANT CLACKAMAS WOMENS SERVICES 256 WARNER MILNE ROAD OREGON CITY OR 97045 930900119 501(C)(3) 15000 0 HISTORIC PRESERVATION GRANT MARIAN ANDERSON MUSEUM AND HISTORICAL SOCIETY 762 MARTIN STREET PHILADELPHIA PA 19146 232933902 501(C)(3) 30000 0 HISTORIC PRESERVATION GRANT MUSEUM OF THE AMERICAN REVOLUTION 101 S 3RD ST PHILADELPHIA PA 19106 232773714 501(C)(3) 10000 0 HISTORIC PRESERVATION GRANT BATTLEBETTY FOUNDATION PO BOX 277 FAIRFOREST SC 29336 832015836 501(C)(3) 40000 0 PATRIOTIC GRANT TAMASSEE DAR SCHOOL POBOX 8 TAMASSEE TN 29686 576000973 501(C)(3) 7559 0 EDUCATION GRANT MILITARY CHILD EDUCATION COALITION 909 MOUNTAIN LION CIR HARKER HTS TX 76548 742889416 501(C)(3) 10980 0 EDUCATION GRANT PTSD FOUNDATION OF AMERICA 9724 DERRINGTON RD HOUSTON TX 77064 203864341 501(C)(3) 50000 0 PATRIOTIC GRANT VETERANS WAR MEMORIAL FOUNDATION OF TEXAS 8609 N WARE RD MCALLEN TX 78504 742578892 501(C)(3) 40000 0 HISTORIC PRESERVATION GRANT NORTHWESTERN BAND OF THE SHOSHONE NATION 2575 COMMERCE WAY OGDEN UT 84401 830273501 501(C)(3) 10000 0 HISTORIC PRESERVATION GRANT MILITARY WOMEN'S MEMORIAL 200 N GLEBE ROAD SUITE 400 ARLINGTON VA 22203 521513535 501(C)(3) 200000 0 HISTORIC PRESERVATION GRANT NATIONAL MILITARY FAMILY ASSOCIATION 2800 EISENHOWER AVENUE SUITE 250 ALEXANDRIA VA 22314 520899384 501(C)(3) 8000 0 EDUCATION GRANT NAVY-MARINE CORPS RELIEF SOCIETY 875 NORTH RANDOLPH STREET SUITE 225 ARLINGTON VA 22203 530204618 501(C)(3) 10000 0 PATRIOTIC GRANT WISCONSIN SOCIETY DAR S4352 FOX HILL CIRCLE BARABOO WI 53913 530205923 501(C)(3) 7002 0 HISTORIC PRESERVATION GRANT 57 0 GOOD CITIZEN AWARD 46 27250 N/A N/A CLASSROOM GRANTS 135 155500 N/A N/A MILITARY AWARDS 6 3025 N/A N/A OUTSTANDING TEACHER 3 8500 N/A N/A AMERICAN HISTORY AWARDS 3 6500 N/A N/A YOUTH VOLUNTEER AWARDS 1 800 N/A N/A ESSAY CONTEST AWARDS 6 13500 N/A N/A DIVISION WINNERS 17 14500 N/A N/A SCHOLARSHIP 88 334500 N/A N/A PART I, LINE 2: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) AWARDS SCHOLARSHIPS TO QUALIFIED APPLICANTS. APPLICANTS MUST BE UNITED STATES CITIZENS AND MUST ATTEND AN ACCREDITED COLLEGE OR UNIVERSITY IN THE UNITED STATES. THE APPLICATION PROCESS IS CONDUCTED WITHOUT REGARD TO RACE, SEX, RELIGION, OR NATIONAL ORIGIN. SCHOLARSHIPS ARE AWARDED BY THE SCHOLARSHIP COMMITTEE BASED ON ACADEMIC EXCELLENCE, COMMITMENT TO FIELD OF STUDY (AS REQUIRED), AND NEED. X X X X 0 0 0 0 0 0 0 0 0 TORGRIM FORBERG CONTROLLER 159199 0 0 0 0 0 13039 0 21985 0 194223 0 0 0 PATRICIA BREICHNER DIRECTOR OF HUMAN RESOURCES 141200 0 0 0 0 0 8798 0 22266 0 172264 0 0 0 SANDRA POLLACK DEVELOPMENT DIRECTOR 140178 0 0 0 0 0 5729 0 25110 0 171017 0 0 0 VICTOR KUNZE DIRECTOR OF INFORMATION SYSTEMS 135745 0 0 0 0 0 9611 0 20253 0 165609 0 0 0 X 15 150609 PUBLISHED MARKET VALUE X ARCHIVAL 2149 0 X ARMAMENT 255 0 X CERAMICS 4371 0 X COSTUME 4640 0 X FURNISHINGS 1425 0 X GLASS 2005 0 X HISTORY 156 0 X INSTRUMENTS 295 0 X METALS 3542 0 X MISCELLANEOUS 632 0 X PAINTING 302 0 X PHOTOGRAHY 309 0 X SCULPTURE 25 0 X TEXTILES 2550 0 X TOYS 1487 0 X WORKS ON PAPER 600 0 0 0 1 0 PART I, LINE 33: NSDAR ACQUIRES ITS COLLECTIONS, WHICH INCLUDE LIBRARY BOOKS AND HISTORICAL TREASURES OF ITS MUSEUM AND AMERICANA COLLECTION, THROUGH PURCHASE OR DONATION. NSDAR'S COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH AND ARE PROTECTED AND PRESERVED. AS PERMITTED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, COLLECTIONS ARE NOT CAPITALIZED OR INCLUDED IN REVENUE BY NSDAR. FORM 990, PART VI, SECTION A, LINE 1A THE TWELVE-MEMBER EXECUTIVE COMMITTEE CONSISTS OF NATIONAL OFFICERS, WHO ARE ALL MEMBERS OF THE NATIONAL BOARD OF MANAGEMENT (NBM). THE COMMITTEE HAS THE AUTHORITY TO MAKE RECOMMENDATIONS TO THE NBM AND PERFORM DUTIES OF THE BOARD BETWEEN MEETINGS, AS DEEMED EXPEDIENT. THE COMMITTEE HAS CHARGE OF ALL INVESTMENTS AND INSURANCE AS WELL AS THE AUTHORITY TO ENTER INTO CONTRACTS AND AGREEMENTS CONCERNING THE BUSINESS OF THE SOCIETY. IT ALSO MAKES RECOMMENDATIONS CONCERNING THE BUDGET TO THE NBM. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS IN THE NATIONAL SOCIETY THROUGH A CHAPTER OR AS A MEMBER-AT-LARGE. FORM 990, PART VI, SECTION A, LINE 7A EXECUTIVE OFFICERS ARE ELECTED BY MEMBERS AT THE ANNUAL MEETING, CONTINENTAL CONGRESS, EVERY THREE YEARS. ELECTIONS FOR THREE-YEAR TERMS FOR OTHER NBM POSITIONS ARE HELD ANNUALLY ON A ROTATING BASIS AT THE ANNUAL MEETING. OTHER HONORARY OFFICERS ARE ALSO ELECTED BY MEMBERS AT CONTINENTAL CONGRESS. FORM 990, PART VI, SECTION A, LINE 7B VOTING MEMBERS (STATE AND CHAPTER REGENTS AND DELEGATES) AT THE ANNUAL MEETING, CONTINENTAL CONGRESS, VOTE BY BALLOT UPON QUESTIONS INVOLVING NEW PROJECTS OR SPECIAL APPROPRIATIONS. 300 VOTING MEMBERS CONSTITUTE A QUORUM. FORM 990, PART VI, SECTION B, LINE 11B THE DETAILED REVIEW OF FORM 990 WILL BE CONDUCTED BY THE CONTROLLER. THE FINAL DRAFT OF FORM 990 WAS REVIEWED BY ALL MEMBERS OF THE FINANCE COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MANAGEMENT AND THE EXECUTIVE COMMITTEE MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR POTENTIAL CONFLICTS. THE CONFLICT OF INTEREST POLICY COVERS ALL NATIONAL BOARD OF MANAGEMENT MEMBERS, AS WELL AS COMMITTEE CHAIRMEN. THOSE COVERED UNDER THE POLICY HAVE A DUTY TO DISCLOSE ANY DIRECT OR INDIRECT FINANCIAL INTEREST. ANY DISCLOSED FINANCIAL INTERESTS ARE REVIEWED AND DISCUSSED BY THE AUDIT COMMITTEE, WHICH THEN DECIDES IF A CONFLICT OF INTEREST EXISTS AND DETERMINES WHETHER OR NOT TO ENTER INTO THE TRANSACTION/ARRANGEMENT. THE AUDIT COMMITTEE ALSO QUESTIONS ANY NBM MEMBER WHO MAY HAVE FAILED TO DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. IF THE COMMITTEE DETERMINES SUCH FAILURE TOOK PLACE, IT IS AUTHORIZED TO TAKE APPROPRIATE DISCIPLINARY OR CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR TOP MANAGEMENT POSITIONS ARE REVIEWED ANNUALLY WITH THE HUMAN RESOURCES COMMITTEE. IN ADDITION, THE PRESIDENT GENERAL APPROVES ANY COMPENSATION CHANGES FOR TOP MANAGEMENT POSITIONS. A COMPREHENSIVE SALARY STUDY IS CONDUCTED EVERY THREE YEARS. COMPARABILITY DATA IS OBTAINED AND REVIEWED ANNUALLY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. 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. IN ADDITION, BYLAWS ARE AVAILABLE TO MEMBERS ON THE MEMBERS WEBSITE AND ARE AVAILABLE FOR SALE AS PART OF THE MEMBER HANDBOOK TO ANYONE WHO VISITS NSDAR HEADQUARTERS.