Totals
- Total revenue
- $33,358
- Total expenses
- $57,042
- Contributions and grants received
- $10,184
- Grants paid
- $41,250
- Program service revenue
- $1,760
- Investment income
- $21,414
- Other revenue
- $0
- Total assets, end of year
- $501,304
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $501,304
- Program services expenses (Part IX)
- $52,248
- Management and general expenses
- $4,794
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $52,248
Program services were 91.6% 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
$7,480
-
1f · All other contributions, gifts and grants
$2,704
-
2a · Program service revenue: Annual Meeting
total $1,760 · related or exempt $1,760
-
3 · Investment income
total $12,495 · excluded $12,495
-
7a · Gross sales of assets other than inventory
securities $45,310
-
7b · Less cost or other basis and sales expenses
securities $36,391
-
7c · Gain or loss
securities $8,919
-
7d · Net gain or loss
total $8,919 · excluded $8,919
-
8c · Net income from fundraising events
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $41,250 · program services $41,250
-
11c · Fees: accounting
total $1,100 · management and general $1,100
-
11f · Fees: investment management
total $3,205 · management and general $3,205
-
13 · Office expenses
total $239 · management and general $239
-
16 · Occupancy
total $3,426 · program services $3,426
-
17 · Travel
total $1,608 · program services $1,608
-
19 · Conferences, conventions and meetings
total $1,987 · program services $1,987
-
21 · Payments to affiliates
total $3,330 · program services $3,330
-
24a · Other expenses: Excellence in History Award
total $477 · program services $477
-
24b · Other expenses: VRA Award
total $250 · management and general $250
-
24c · Other expenses: National Guard Reception
total $170 · program services $170
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $86,027 · end of year $84,168
-
11 · Investments: publicly traded securities
beginning of year $420,780 · end of year $417,136
-
27 · Net assets without donor restrictions
beginning of year $69,596 · end of year $68,606
-
28 · Net assets with donor restrictions
beginning of year $437,211 · end of year $432,698
Mission and programs · 2025
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.
-
Educational programs: awarded grants for graduate scholarships; conducted Excellence in History Awards program for local students.
Expenses $41,476 · Grants $41,000
-
Chapter Programs: includes activities related to lectures and meetings.
Expenses $3,766 · Revenue $1,760
-
Other: National Dues & CDA Museum
Expenses $3,580
-
Abner Cloud House: operated and maintained as a house museum open to the public.
Expenses $3,426
As filed on the 2025 return.
Listed in Part VII
-
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
-
Margy Whitmore
Corresponding Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Cecelia Hale
President
- Total calculated
- $0
- Hours/week
- 10
-
Jane McSwain
Director
- Total calculated
- $0
- Hours/week
- 5
-
Barbara Carpenter
Registrar
- Total calculated
- $0
- Hours/week
- 8
-
Christine Emery
Director
- Total calculated
- $0
- Hours/week
- 1
-
Eve Stocker
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mary Pinckney
Recording Secretary
- Total calculated
- $0
- Hours/week
- 1
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
-
$26,000
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 30 March 2026
- IRS schema version
- 2025v4.0
- Source object
- 202600929349300215
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