2025-11-17T15:44:08-06:00 2024-12-31 273858252 DEAN DORTON ALLEN FORD PLLC 435 N WHITTINGTON PKWY STE 400 LOUISVILLE KY 40222 990 2024-01-01 364514524 THE SAR FOUNDATION INC SARF 5025891776 809 WEST MAIN STREET LOUISVILLE KY 40202 THOMAS B LYLES JR TREASURER 5025891776 2025-11-17 1 0 AMELIA SEBASTIAN P01251828 5025896050 2024 2025-03-06 01:10:19Z PHILLIP BLOYD 809 WEST MAIN STREET LOUISVILLE KY 40202 5581188 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 40 0 0 970400 4440018 0 0 92153 192109 0 0 1062553 4632127 160027 3992822 0 0 0 0 0 0 283200 226228 290605 386255 4283427 676298 348700 2804817 5097640 1870112 2472924 934705 2624716 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 3992822 3992822 TO ASSIST THE NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION IN EDUCATING THE PUBLIC ABOUT THE AMERICAN REVOLUTION AND PROMOTING PATRIOTISM 3992822 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 0 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 C BRUCE PICKETTE DIRECTOR TO 7/25 1.00 5.00 X X 0 0 0 DANIEL MCKELVIE VP TO 7/24; PRES TO 7/25 5.00 X X 0 0 0 DARRYL S ADDINGTON SECRETARY TO 7/24; CHAIRMAN TO 7/25 5.00 10.00 X X 0 0 0 DAVIS L WRIGHT DIRECTOR TO 7/25 1.00 5.00 X X 0 0 0 DOUGLAS T COLLINS DIRECTOR TO 7/24 2.00 X X 0 0 0 DR SAMUEL C POWELL DIRECTOR TO 7/24; VP TO 7/25 1.00 X X 0 0 0 JAMES W KLINGER DIRECTOR TO 7/25 1.00 X X 0 0 0 JEFFREY D THOMAS DIRECTOR TO 7/25 1.00 X X 0 0 0 JOHN L DODD CHAIRMAN TO 7/24 0.00 10.00 X X 0 0 0 MICHAEL J ELSTON TREASURER TO 7/24; SECRETARY TO 7/25 5.00 10.00 X X 0 0 0 WILLIAM A GREENLY TREASURER TO 7/25 3.00 20.00 X X 0 0 0 WILLIAM LEE POPHAM PRESIDENT TO 7/24 1.00 X X 0 0 0 TODD BALE EXECUTIVE DIRECTOR 7/24 5.00 35.00 X 0 101381 7153 MEGAN KREBS DIRECTOR OF FINANCE 5.00 35.00 X 0 86599 11986 MICHAEL SCROGGINS EXECUTIVE DIRECTOR 7/25 5.00 35.00 X 0 80638 12142 PHILLIP BLOYD DIRECTOR OF FOUNDATION 35.00 5.00 X 0 107598 12731 0 376216 44012 0 0 0 0 0 3566646 873372 10293 4440018 87538 87538 1053632 949061 104571 104571 104571 4632127 0 0 192109 3992822 3992822 10811 10811 7405 7405 14203 14203 53858 53858 10473 10473 8745 8745 198 198 REIMBURSED PAYROLL EXPE 174485 174485 LICENSES AND FEES 9975 9975 OTHER EXPENSES 452 452 4283427 3992822 7405 283200 411239 571198 405783 417487 2600 2018 5313 5313 198 0 1984997 4103378 0 3559 2804817 5097640 30958 5683 1839154 2467241 1870112 2472924 X 102075 219575 832630 2405141 934705 2624716 2804817 5097640 X 348700 -92043 1433354 X X 0 1 X 1 0 X X 1 NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION 530116355 10 1 3992822 0 1 3992822 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 97012 9148 45870 60290 4719108 14069 4636165 97012 5722740 7320 -830843 180109 4719108 5229229 625 665495 172609 5722740 5051200 971 477361 300303 5229229 0.63270 0.36730 0 0 5313 5313 0 0 DUE TO/FROM AFFILIATE 2467241 2467241 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) 3992822 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. 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. FORM 990, PART XI, LINE 9: TRANSFERS TO NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION 1,433,354. 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 3992822