Form 990 for tax year 2024
Filed by NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA.
Totals
- Total revenue
- $3,865,498
- Total expenses
- $2,857,015
- Contributions and grants received
- $2,364,737
- Grants paid
- $324,473
- Program service revenue
- $1,071,514
- Investment income
- $435,966
- Other revenue
- -$6,719
- Total assets, end of year
- $17,679,554
- Total liabilities, end of year
- $680,425
- Net assets or fund balances, end of year
- $16,999,129
- Program services expenses (Part IX)
- $1,660,287
- Management and general expenses
- $1,033,746
- Fundraising expenses
- $162,982
- Program service expenses (Part III)
- $1,660,287
Program services were 58.1% 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.
-
1f · All other contributions, gifts and grants
$2,364,737
-
2a · Program service revenue: MEMBERSHIP DUES
total $767,814 · related or exempt $767,814
-
2b · Program service revenue: SPECIAL PROJECT INCOME
total $303,700 · related or exempt $303,700
-
3 · Investment income
total $263,000 · excluded $263,000
-
6a · Gross rents
real property $47,225
-
6b · Less rental expenses
real property $64,621
-
6c · Rental income or loss
real property -$17,396
-
6d · Net rental income or loss
total -$17,396 · related or exempt -$17,396
-
7a · Gross sales of assets other than inventory
securities $2,519,881
-
7b · Less cost or other basis and sales expenses
securities $2,346,915
-
7c · Gain or loss
securities $172,966
-
7d · Net gain or loss
total $172,966 · excluded $172,966
-
10a · Gross sales of inventory
$9,956
-
10b · Cost of goods sold
$1,092
-
10c · Net income from sales of inventory
total $8,864 · related or exempt $8,864
-
11a · Other revenue: MISCELLANEOUS
total $1,813 · related or exempt $1,813
-
11e · Other revenue, total
$1,813
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $102,828 · program services $102,828
-
2 · Grants to domestic individuals
total $221,645 · program services $221,645
-
5 · Compensation of officers, directors and key employees
total $148,841 · program services $81,920 · management and general $61,731 · fundraising $5,190
-
7 · Other salaries and wages
total $665,085 · program services $395,969 · management and general $239,430 · fundraising $29,686
-
9 · Other employee benefits
total $64,033 · program services $37,779 · management and general $23,052 · fundraising $3,202
-
10 · Payroll taxes
total $59,003 · program services $34,812 · management and general $21,241 · fundraising $2,950
-
11b · Fees: legal
total $8,207 · program services $4,842 · management and general $2,955 · fundraising $410
-
11c · Fees: accounting
total $162,039 · program services $95,603 · management and general $58,334 · fundraising $8,102
-
11f · Fees: investment management
total $52,063 · management and general $52,063
-
11g · Fees: other
total $339,261 · program services $202,493 · management and general $113,985 · fundraising $22,783
-
12 · Advertising and promotion
total $9,082 · program services $5,359 · management and general $3,269 · fundraising $454
-
13 · Office expenses
total $118,500 · program services $69,915 · management and general $42,660 · fundraising $5,925
-
14 · Information technology
total $171,287 · program services $101,060 · management and general $61,663 · fundraising $8,564
-
16 · Occupancy
total $57,945 · program services $34,188 · management and general $20,860 · fundraising $2,897
-
17 · Travel
total $187,053 · program services $27,789 · management and general $156,925 · fundraising $2,339
-
19 · Conferences, conventions and meetings
total $53,962 · program services $16,936 · management and general $36,980 · fundraising $46
-
22 · Depreciation, depletion and amortization
total $317,862 · program services $187,539 · management and general $114,430 · fundraising $15,893
-
23 · Insurance
total $32,237 · program services $19,020 · management and general $11,605 · fundraising $1,612
-
24a · Other expenses: BAD DEBT EXPENSE
total $51,184 · fundraising $51,184
-
24b · Other expenses: DUES AND SUBSCRIPTIONS
total $24,841 · program services $14,656 · management and general $8,943 · fundraising $1,242
-
24c · Other expenses: MISCELLANEOUS EXPENSES
total $8,383 · program services $4,946 · management and general $3,018 · fundraising $419
-
24d · Other expenses: TAXES AND LICENSES
total $1,674 · program services $988 · management and general $602 · fundraising $84
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $204,214 · end of year $496,420
-
2 · Savings and temporary cash investments
beginning of year $184,526 · end of year $1,606,467
-
3 · Pledges and grants receivable
beginning of year $449,427 · end of year $145,052
-
8 · Inventories for sale or use
beginning of year $17,906 · end of year $17,809
-
9 · Prepaid expenses and deferred charges
beginning of year $203,668 · end of year $94,320
-
10a · Land, buildings and equipment: cost or other basis
$9,231,048
-
10b · Land, buildings and equipment: accumulated depreciation
$4,828,002
-
10c · Land, buildings and equipment, net
beginning of year $4,720,110 · end of year $4,403,046
-
11 · Investments: publicly traded securities
beginning of year $10,147,558 · end of year $10,695,380
-
14 · Intangible assets
beginning of year $138,445 · end of year $212,348
-
15 · Other assets
beginning of year $11,391 · end of year $8,712
-
17 · Accounts payable and accrued expenses
beginning of year $84,651 · end of year $85,059
-
19 · Deferred revenue
beginning of year $436,180 · end of year $587,453
-
25 · Other liabilities
beginning of year $11,391 · end of year $7,913
-
27 · Net assets without donor restrictions
beginning of year $10,571,381 · end of year $10,284,442
-
28 · Net assets with donor restrictions
beginning of year $4,973,642 · end of year $6,714,687
Mission and programs · 2024
Mission
THE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA ACTIVELY PROMOTES OUR NATIONAL HERITAGE THROUGH HISTORIC PRESERVATION, PATRIOTIC SERVICE, AND EDUCATIONAL PROJECTS.
Activities or mission (Part I)
PROMOTION OF OUR HERITAGE THROUGH PRESERVATION, PATRIOTIC SERVICE, AND EDUCATIONAL PROJECTS.
-
MUSEUM PROPERTIES PRESERVATION, RESTORATION, AND INTERPRETATION OF HISTORIC SITES THAT OFFER INVALUABLE OPPORTUNITIES TO EXPERIENCE THE RICH VARIETY OF AMERICA'S HERITAGE.
Expenses $1,341,480 · Grants $131,403 · Revenue $1,071,504
-
PATRIOTIC SERVICE PROGRAMS ARE DESIGNED TO PROMOTE RESPONSIBLE CITIZENSHIP AND THE STUDY OF AMERICAN HISTORY WITH PARTICULAR EMPHASIS ON THE FUNDAMENTAL DOCUMENTS, TRADITIONS AND WORKINGS OF OUR COUNTRY AND ITS GOVERNMENT.
Expenses $196,184 · Grants $192,320 · Revenue $10
-
HISTORICAL ACTIVITIES PROJECTS INCLUDE RESEARCH, PRESERVATION, AND EDUCATIONAL PUBLICATIONS.
Expenses $122,623 · Grants $750
As filed on the 2024 return.
Listed in Part VII
-
Mrs Mary Heyward MundyMRS MARY HEYWARD MUNDY
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Edith Huntley StickneyMRS EDITH HUNTLEY STICKNEY
VP, NHQ DUMBARTON HOUSE
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Lisa Lacy WhiteMRS LISA LACY WHITE
VP, CORPORATE SOCIETY ENGAGEMENT
- Total calculated
- $0
- Hours/week
- 5
-
Ms Frances Anne RootMS FRANCES ANNE ROOT
VP, FINANCE & INVESTMENTS
- Total calculated
- $0
- Hours/week
- 5
-
Ms Elizabeth Brewster RobinsonMS ELIZABETH BREWSTER ROBINSON
VP, ADVANCEMENT
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Elsie SmithMRS ELSIE SMITH
VP, MISSION INITIATIVES
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Eileen N MoodyMRS EILEEN N MOODY
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Ms W Avery JenkinsMS W AVERY JENKINS
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Gail P FahertyMRS GAIL P FAHERTY
REGISTRAR
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Margaret D BeasleyMRS MARGARET D BEASLEY
HISTORIAN
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Laura RobertsMRS LAURA ROBERTS
CHAIR, CODIFICATION COMMITTEE
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Mary Jordan CareyMRS MARY JORDAN CAREY
CHAIR, FOUNDING FEMALES INITIATIVE
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Lisa LilesMRS LISA LILES
CHAIR, FOUNDING FEMALES INITIATIVE
- Total calculated
- $0
- Hours/week
- 5
-
Ms Jayne L MiddletonMS JAYNE L MIDDLETON
CHAIR, GOVERNANCE COMMITTEE
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Katherine BergholtzMRS KATHERINE BERGHOLTZ
CHAIR, MEDIA-PUBLICATIONS COMMITTEE
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Caroline B GoedhartMRS CAROLINE B GOEDHART
CHAIR, MEMBERSHIP COMMITTEE
- Total calculated
- $0
- Hours/week
- 5
-
Ms Marianna T MacIntyreMS MARIANNA T MACINTYRE
CHAIR, MISSION OUTREACH COMMITTEE
- Total calculated
- $0
- Hours/week
- 5
-
Ms Catherine Lanier CooperMS CATHERINE LANIER COOPER
CHAIR, MUSEUM ALLIANCE COMMITTEE
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Virginia WhelanMRS VIRGINIA WHELAN
CHAIR, NOMINATING COMMITTEE
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Kathryn ZabriskieMRS KATHRYN ZABRISKIE
CHAIR, PHILANTHROPY COMMITTEE
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Evelyn GriswoldMRS EVELYN GRISWOLD
CHAIR, SCHOLARSHIPS, GRANTS & AWARDS COMMITTEE
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Winifred D HayesMRS WINIFRED D HAYES
ASSISTANT TREASURER FOR MISSION
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Anne H DorMRS ANNE H DOR
ASSISTANT TREASURER FOR OPERATIONS
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Sarah Sage BoltMRS SARAH SAGE BOLT
ASSISTANT REGISTRAR
- Total calculated
- $0
- Hours/week
- 1
-
Julia Preston StoverJULIA PRESTON STOVER
NATIONAL ARCHIVIST
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Candice AinsworthMRS CANDICE AINSWORTH
ASSISTANT SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Virginia C NicholsonMRS VIRGINIA C NICHOLSON
FIRST REGENT - GUNSTON HALL
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Charbra A JestinMRS CHARBRA A JESTIN
SENIOR REP, SULGRAVE MANOR TRUST
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Anne FolkesMRS ANNE FOLKES
JUNIOR REP, SULGRAVE MANOR TRUST
- Total calculated
- $0
- Hours/week
- 1
-
Mrs A Corkran NimickMRS A CORKRAN NIMICK
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Joan WickershamMRS JOAN WICKERSHAM
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Virginia Stuart Chapman CobbVIRGINIA STUART CHAPMAN COBB
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Hilary F GripekovenHILARY F GRIPEKOVEN
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Marcy MoodyMRS MARCY MOODY
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Anna DuffMRS ANNA DUFF
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Katherine Taylor CammackKATHERINE TAYLOR CAMMACK
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Lucy M JacksonMRS LUCY M JACKSON
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Catherine Von StrohMRS CATHERINE VON STROH
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ms Katherine AdamsMS KATHERINE ADAMS
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Julie SarnoMRS JULIE SARNO
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Caro T WilliamsMRS CARO T WILLIAMS
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Alice HylandMRS ALICE HYLAND
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Mary L HendererMRS MARY L HENDERER
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Eleanore BoyseELEANORE BOYSE
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Elizabeth HowardMRS ELIZABETH HOWARD
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Mary H MonroeMRS MARY H MONROE
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Juanita AllenMRS JUANITA ALLEN
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ms Courtenay R WoodMS COURTENAY R WOOD
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ms Mary J BennettMS MARY J BENNETT
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ms Anne WilsonMS ANNE WILSON
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Joyce ArtzMRS JOYCE ARTZ
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Lisa BarrMRS LISA BARR
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Margaret ChabonnetMRS MARGARET CHABONNET
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Margaret B SchutrumpfMRS MARGARET B SCHUTRUMPF
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Carol S GouldMRS CAROL S GOULD
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Carolyn HawleyMRS CAROLYN HAWLEY
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Jane QuinnMRS JANE QUINN
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lois I MackinLOIS I MACKIN
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Hermine GranberryMRS HERMINE GRANBERRY
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Irene HolmesMRS IRENE HOLMES
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ms Elizabeth BucholzMS ELIZABETH BUCHOLZ
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Jeri CrawfordMRS JERI CRAWFORD
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Elaine BlaylockMRS ELAINE BLAYLOCK
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Ann W TalcottMRS ANN W TALCOTT
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Marguerite E H MorrisonMARGUERITE E H MORRISON
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Frances W SmythMRS FRANCES W SMYTH
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Charlotte GoeringMRS CHARLOTTE GOERING
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Patricia TagueMRS PATRICIA TAGUE
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Mary G TaylorMRS MARY G TAYLOR
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth HymanELIZABETH HYMAN
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Angelyn BridgesMRS ANGELYN BRIDGES
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Julia G SanfordMRS JULIA G SANFORD
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ms Betty Sue BirdMS BETTY SUE BIRD
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Jane GranthamMRS JANE GRANTHAM
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Anabel BowenMRS ANABEL BOWEN
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Julia ErnestMRS JULIA ERNEST
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Dixie H WilsonMRS DIXIE H WILSON
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Susanna MeyerMRS SUSANNA MEYER
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carol CadouCAROL CADOU
EXEC DIR - UNTIL 10/2024
- Total calculated
- $146,343
- From this org
- $146,343
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Stephen MuttySTEPHEN MUTTY
INTERIM EXEC DIR - FROM 11/2024
- Total calculated
- $16,200
- From this org
- $16,200
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Edith LaurencinEDITH LAURENCIN
DIRECTOR OF FINANCE & ADMINISTRATION
- Total calculated
- $100,796
- From this org
- $100,796
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
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
-
CONTRIBUTION
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 18 March 2026
- IRS schema version
- 2024v5.5
- Source object
- 202641059349302719
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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