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← COLONIAL DAMES OF AMERICA

Form 990 for tax year 2024

Filed by COLONIAL DAMES OF AMERICA.

Totals

Total revenue
$36,918
Total expenses
$46,623
Contributions and grants received
$14,172
Grants paid
$25,250
Program service revenue
$2,850
Investment income
$19,616
Other revenue
$280
Total assets, end of year
$506,807
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$506,807
Program services expenses (Part IX)
$39,906
Management and general expenses
$6,717
Fundraising expenses
$0
Program service expenses (Part III)
$39,906

Program services were 85.6% 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

    $7,740

  • 1c · Fundraising events

    $4,000

  • 1f · All other contributions, gifts and grants

    $2,432

  • 2a · Program service revenue: Annual Meeting

    total $2,850 · related or exempt $2,850

  • 3 · Investment income

    total $16,039 · excluded $16,039

  • 7a · Gross sales of assets other than inventory

    securities $29,302

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

    securities $25,725

  • 7c · Gain or loss

    securities $3,577

  • 7d · Net gain or loss

    total $3,577 · excluded $3,577

  • 8a · Fundraising events: contributions included on line 1c

    $4,000

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: Miscellaneous

    total $280 · related or exempt $280

  • 11e · Other revenue, total

    $280

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $25,250 · program services $25,250

  • 11c · Fees: accounting

    total $1,050 · management and general $1,050

  • 11f · Fees: investment management

    total $4,391 · management and general $4,391

  • 13 · Office expenses

    total $891 · management and general $891

  • 16 · Occupancy

    total $5,059 · program services $5,059

  • 17 · Travel

    total $1,378 · program services $1,378

  • 19 · Conferences, conventions and meetings

    total $3,346 · program services $3,346

  • 21 · Payments to affiliates

    total $3,465 · program services $3,465

  • 24a · Other expenses: Excellence in History Award

    total $311 · program services $311

  • 24b · Other expenses: Insurance Appraisal

    total $825 · program services $825

  • 24c · Other expenses: Abner Cloud House Expense

    total $272 · program services $272

  • 24d · Other expenses: Refinish Presidents Pin

    total $95 · management and general $95

  • 24e · All other expenses

    total $290 · management and general $290

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $66,426 · end of year $86,027

  • 11 · Investments: publicly traded securities

    beginning of year $443,303 · end of year $420,780

  • 27 · Net assets without donor restrictions

    beginning of year $53,568 · end of year $69,596

  • 28 · Net assets with donor restrictions

    beginning of year $456,161 · end of year $437,211

Mission and programs · 2024

Mission

To carry out educational activities and award scholarships; to engage in historic preservation and patriotic activities; to operate the Abner Cloud House as a house museum open to the public, in partnership with the National Park Service.

  • Educational programs: awarded grants for graduate scholarships; conducted Excellence in History Awards program for local students.

    Expenses $25,311 · Grants $25,000

  • Abner Cloud House: operated and maintained as a house museum open to the public.

    Expenses $6,156

  • Chapter Programs: includes activities related to lectures and meetings.

    Expenses $4,724 · Revenue $2,850

  • Other:National Dues & CDA Museum

    Expenses $3,715

As filed on the 2024 return.

Listed in Part VII

  • Jane McSwain

    Director

    Total calculated
    $0
    Hours/week
    2
  • Samantha McGrath

    Director

    Total calculated
    $0
    Hours/week
    1
  • Eve Stocker

    Director

    Total calculated
    $0
    Hours/week
    1
  • Catherine Ball

    Treasurer

    Total calculated
    $0
    Hours/week
    10
  • Robin Dougherty

    Second Vice President

    Total calculated
    $0
    Hours/week
    1
  • Belle Brent Duchin

    First Vice President

    Total calculated
    $0
    Hours/week
    1
  • Catherine Ort-Mabry

    Recording Secretary

    Total calculated
    $0
    Hours/week
    1
  • Cecelia Hale

    President

    Total calculated
    $0
    Hours/week
    10
  • Barbara Carpenter

    Registrar

    Total calculated
    $0
    Hours/week
    8
  • Mary Pinckney

    Corresponding Secretary

    Total calculated
    $0
    Hours/week
    2

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
2024
Filed
21 November 2025
IRS schema version
2024v5.2
Source object
202523259349300522

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