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← SOCIETY OF THE CINCINNATI IN THE STATE OF VIRGINIA

Form 990 for tax year 2023

Filed by SOCIETY OF THE CINCINNATI IN THE STATE OF VIRGINIA.

Totals

Total revenue
$911,728
Total expenses
$496,020
Contributions and grants received
$192,871
Grants paid
$331,078
Program service revenue
$12,215
Investment income
$706,642
Other revenue
$0
Total assets, end of year
$8,447,551
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$8,447,551
Program services expenses (Part IX)
$338,078
Management and general expenses
$157,942
Fundraising expenses
$0
Program service expenses (Part III)
$338,078

Program services were 68.2% 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

    $10,600

  • 1f · All other contributions, gifts and grants

    $182,271

  • 2a · Program service revenue: ANNUAL MEETING

    total $7,700 · related or exempt $7,700

  • 2b · Program service revenue: MEMBER EVENTS

    total $4,515 · related or exempt $4,515

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $188,037 · excluded $188,037

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $4,061,160

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

    securities $3,542,555

  • 7c · Gain or loss

    securities $518,605 · other assets $0

  • 7d · Net gain or loss

    total $518,605 · excluded $518,605

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $260,641 · program services $260,641

  • 2 · Grants to domestic individuals

    total $70,437 · program services $70,437

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 11c · Fees: accounting

    total $23,480 · management and general $23,480

  • 11f · Fees: investment management

    total $43,219 · management and general $43,219

  • 11g · Fees: other

    total $8,843 · program services $0 · management and general $8,843 · fundraising $0

  • 13 · Office expenses

    total $10,976 · management and general $10,976

  • 19 · Conferences, conventions and meetings

    total $72,438 · program services $7,000 · management and general $65,438

  • 23 · Insurance

    total $5,463 · management and general $5,463

  • 24a · Other expenses: YORKTOWN DAY ASSOC DUES

    total $500 · management and general $500

  • 24b · Other expenses: MISCELLANEOUS COSTS

    total $23 · management and general $23

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $93,736 · end of year $45,647

  • 2 · Savings and temporary cash investments

    beginning of year $677,599 · end of year $129,855

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $6,869,040 · end of year $8,272,049

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $7,640,375 · end of year $8,447,551

Mission and programs · 2023

Mission

To perpetuate the memory and ideals of the American revolution, including awarding scholarships, funding research grants and historical programs, and supporting educational and historical programs of the society of the Cincinnati.

  • CONTRIBUTIONS TO THE SOCIETY OF THE CINCINNATI, INC., WASHINGTON, DC, EIN: 53-0205423 TO SUPPORT ITS PROGRAMS FOR HISTORICAL, PATRIOTIC AND EDUCATIONAL PURPOSES.

    Expenses $187,000 · Grants $187,000

  • GRANTS FOR RESEARCH, LECTURES AND HISTORICAL PROJECTS CONSISTENT WITH THE ORGANIZATION'S HISTORICAL AND EDUCATIONAL MISSION TO THE VIRGINIA HISTORICAL SOCIETY, THE NATIONAL INSTITUTE OF AMERICAN HISTORY AND DEMOCRACY, VIRGINIA COMMONWEALTH UNIVERSITY, THE UNIVERSITY OF RICHMOND, YORKTOWN FIFE & DRUM, AND VIRGINIA CAPITOL FOUNDATION.

    Expenses $73,641 · Grants $73,641

  • SCHOLARSHIPS AND AWARDS TO UNDERGRADUATE AND GRADUATE STUDENTS IN FURTHERANCE OF THE ORGANIZATION'S EDUCATIONAL MISSION.

    Expenses $70,437 · Grants $70,437

  • VARIOUS MEETINGS THROUGHOUT THE YEAR

    Expenses $7,000 · Revenue $12,215

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

Listed in Part VII

  • FRANK TALBOTT IV

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • HENRY R MILLER IV

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • MARK C WILLIAMS

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • MINOR T WEISIGER

    REGISTRAR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT C FARMER

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • ADDISON BAKER THOMPSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANDREW RONALD WHEELER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHARLES LORRAINE CABELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVE ARRINGTON SOUTHWORTH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR EDWARD MCDONNELL KENDALL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR JAMES WHITE RAWLES JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • FRANCIS CLAIBORNE JOHNSTON III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MUSCOE RUSSELL HUNTER GARNETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT EDWARD HENLEY III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ARTHUR LEE WEISIGER

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • BENJAMIN H TURNBULL

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JOHN C KOLBE

    ASSISTANT REGISTRAR

    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

Provenance

Return type
form_990
Tax year
2023
Filed
23 December 2024
IRS schema version
2023v5.1
Source object
202413589349300621

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