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← NATIONAL SOCIETY COLONIAL DAMES XVII CENTURY

Form 990 for tax year 2023

Filed by NATIONAL SOCIETY COLONIAL DAMES XVII CENTURY.

Totals

Total revenue
$685,115
Total expenses
$516,254
Contributions and grants received
$377,604
Grants paid
$37,222
Program service revenue
$124,864
Investment income
$176,670
Other revenue
$5,977
Total assets, end of year
$3,892,500
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,892,500
Program services expenses (Part IX)
$366,998
Management and general expenses
$149,256
Fundraising expenses
$0
Program service expenses (Part III)
$366,998

Program services were 71.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $292,806

  • 1f · All other contributions, gifts and grants

    $84,798

  • 2a · Program service revenue: APPLICATION FEES

    total $67,991 · related or exempt $67,991

  • 2b · Program service revenue: HERALDRY & COA

    total $29,545 · related or exempt $29,545

  • 2c · Program service revenue: CONFERENCE

    total $27,328 · related or exempt $27,328

  • 3 · Investment income

    total $114,028 · excluded $114,028

  • 7a · Gross sales of assets other than inventory

    securities $825,793

  • 7b · Less cost or other basis and sales expenses

    securities $763,151

  • 7c · Gain or loss

    securities $62,642

  • 7d · Net gain or loss

    total $62,642 · related or exempt $62,642

  • 10a · Gross sales of inventory

    $26,115

  • 10b · Cost of goods sold

    $25,209

  • 10c · Net income from sales of inventory

    total $906 · related or exempt $906

  • 11a · Other revenue: OTHER INCOME

    total $5,071 · related or exempt $5,071

  • 11e · Other revenue, total

    $5,071

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $17,672 · program services $17,672

  • 2 · Grants to domestic individuals

    total $19,550 · program services $19,550

  • 7 · Other salaries and wages

    total $79,964 · program services $55,975 · management and general $23,989

  • 9 · Other employee benefits

    total $9,341 · program services $6,539 · management and general $2,802

  • 10 · Payroll taxes

    total $6,361 · program services $4,453 · management and general $1,908

  • 11b · Fees: legal

    total $1,944 · management and general $1,944

  • 11c · Fees: accounting

    total $7,180 · management and general $7,180

  • 11g · Fees: other

    total $24,716 · management and general $24,716

  • 13 · Office expenses

    total $27,702 · management and general $27,702

  • 14 · Information technology

    total $12,500 · program services $4,356 · management and general $8,144

  • 17 · Travel

    total $24,491 · program services $150 · management and general $24,341

  • 19 · Conferences, conventions and meetings

    total $38,859 · program services $38,607 · management and general $252

  • 23 · Insurance

    total $19,983 · program services $13,988 · management and general $5,995

  • 24a · Other expenses: REVIEW MAGAZINE AND NAT

    total $109,300 · program services $109,300

  • 24b · Other expenses: HQ OPERATIONS

    total $59,556 · program services $41,689 · management and general $17,867

  • 24c · Other expenses: MAINTENANCE AND REPAIRS

    total $34,538 · program services $34,143 · management and general $395

  • 24d · Other expenses: HERALDRY AND COAT OF AR

    total $8,206 · program services $8,189 · management and general $17

  • 24e · All other expenses

    total $14,391 · program services $12,387 · management and general $2,004

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $93 · end of year $93

  • 2 · Savings and temporary cash investments

    beginning of year $602,228 · end of year $580,554

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,748 · end of year $11,306

  • 11 · Investments: publicly traded securities

    beginning of year $3,067,334 · end of year $3,300,547

  • 27 · Net assets without donor restrictions

    beginning of year $321,839 · end of year $340,679

  • 28 · Net assets with donor restrictions

    beginning of year $3,352,564 · end of year $3,551,821

Mission and programs · 2023

Mission

PRESERVATION OF RECORDS AND HISTORIC SITES, FOSTER INTEREST IN HISTORICAL COLONIAL RESEARCH,AID IN THE EDUCATION OF YOUTH, COMMEMORATE THE NOBLE AND HEROIC DEEDS OF OUR ANCESTORS, MAINTAIN A LIBRARY OF HERALDRY, PRESERVE THE LINEAGE AND COATS OF ARMS OF OUR ANCESTORS, DEVELOP A LIBRARY SPECIALIZING IN SEVENTEENTH CENTURY AMERICAN COLONIAL DATA.

Activities or mission (Part I)

TO AID IN THE PRESERVATION OF THE RECORDS AND OF THE HISTORIC SITES OF OUR COUNTRY.

  • THE SOCIETY IS COMPRISED OF 45 STATE SOCIETIES AND ONE INTERNATIONAL SOCIETY IN CANADA. THESE STATE SOCIETIES ARE FURTHER DIVIDED INTO CHAPTERS. OUR 8,500 MEMBERS SHARE A COMMON INTEREST IN AMERICAN HISTORY, LOVE OF AND RESPECT FOR OUR NATION, AND A DESIRE TO WORK TOGETHER IN HARMONIOUS FELLOWSHIP TO ACHIEVE THE IMPORTANT GOALS OF THE SOCIETY. THE SOCIETY MAINTAINS NATIONAL HEADQUARTERS IN A HISTORICAL BUILDING IN WASHINGTON, D.C. WHICH INCLUDES A MUSEUM, A LIBRARY AND A FAMILY NAME FILE FOR OVER 5,000 17TH CENTURY FAMILIES. THE BUILDING IS OPEN TO MEMBERS AND THE PUBLIC. THE SOCIETY GRANTS SCHOLARSHIPS WHICH FOSTER HISTORICAL EDUCATION.

    Expenses $366,998 · Grants $37,222 · Revenue $129,935

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Yvonne Hiteshue

    PRESIDENT GENERAL

    Total calculated
    $0
    Hours/week
    30

  • Rebecca Eisenman

    1ST VICE PRESIDENT GENERAL

    Total calculated
    $0
    Hours/week
    10

  • Courtenay Stanley

    2ND VICE PRESIDENT GENERAL

    Total calculated
    $0
    Hours/week
    5

  • Linda White

    3RD VICE PRESIDENT GENERAL

    Total calculated
    $0
    Hours/week
    5

  • Janet Langley

    RECORDING SECRETARY GENERA

    Total calculated
    $0
    Hours/week
    10

  • Faye Sobel

    CHAPLAIN GENERAL

    Total calculated
    $0
    Hours/week
    5

  • Mary Tatum

    ORGANIZING SECRETARY GENER

    Total calculated
    $0
    Hours/week
    10

  • Edwinna Denning

    TREASURER GENERAL

    Total calculated
    $0
    Hours/week
    25

  • Sharon McIntire

    REGISTRAR GENERAL

    Total calculated
    $0
    Hours/week
    45

  • Karen Landers

    HISTORIAN GENERAL

    Total calculated
    $0
    Hours/week
    5

  • Vicki Presley

    LIBRARIAN GENERAL

    Total calculated
    $0
    Hours/week
    5

  • Mary Armstrong

    CURATOR GENERAL

    Total calculated
    $0
    Hours/week
    5

  • Kimberly Alexander

    CORRESPONDING SECRETARY GE

    Total calculated
    $0
    Hours/week
    10

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
7 February 2025
IRS schema version
2023v6.0
Source object
202500389349300340

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