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← SOCIETY OF COLONIAL WARS IN THE STATE OF MARYLAND

Form 990 for tax year 2023

Filed by SOCIETY OF COLONIAL WARS IN THE STATE OF MARYLAND.

Totals

Total revenue
$39,180
Total expenses
$29,823
Contributions and grants received
$23,090
Grants paid
$15,500
Program service revenue
$0
Investment income
$16,090
Other revenue
$0
Total assets, end of year
$880,983
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$880,983
Program services expenses (Part IX)
$15,500
Management and general expenses
$14,323
Fundraising expenses
$0
Program service expenses (Part III)
$15,500

Program services were 52.0% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $14,765

  • 1c · Fundraising events

    $3,745

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $4,580

  • 1g · Noncash contributions included above

    $0

  • 3 · Investment income

    total $16,090 · related or exempt $16,090 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

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

  • 5 · Royalties

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

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

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

    $3,745

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $15,500 · program services $15,500

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

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

  • 6 · Compensation of disqualified persons

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

  • 7 · Other salaries and wages

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

  • 8 · Pension plan contributions

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

  • 9 · Other employee benefits

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

  • 10 · Payroll taxes

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

  • 11a · Fees: management

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

  • 11b · Fees: legal

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

  • 11c · Fees: accounting

    total $2,688 · program services $0 · management and general $2,688 · fundraising $0

  • 11d · Fees: lobbying

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

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

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

  • 11g · Fees: other

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

  • 12 · Advertising and promotion

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

  • 13 · Office expenses

    total $870 · management and general $870

  • 14 · Information technology

    total $378 · management and general $378

  • 19 · Conferences, conventions and meetings

    total $675 · management and general $675

  • 21 · Payments to affiliates

    total $2,460 · management and general $2,460

  • 24a · Other expenses: Postage, printing and costs for member communications

    total $6,697 · program services $0 · management and general $6,697 · fundraising $0

  • 24b · Other expenses: member event proceeds less costs

    total $555 · program services $0 · management and general $555 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $34,788 · end of year $40,733

  • 11 · Investments: publicly traded securities

    beginning of year $784,852 · end of year $840,250

  • 27 · Net assets without donor restrictions

    beginning of year $819,640 · end of year $880,983

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

The Society provides financial support to educational and historic preservation institutions relating to the American colonial period.

  • The Society made a grant to Historic St. Marys City Foundation, a 501(c)3 organization to fund improvements to the Brick Chapel

    Expenses $8,000 · Grants $8,000

  • The Society made a grant to the American Revolution Institute of the Society of the Cincinnati (SOC), another 501(c)3 grantee, to fund research into the American colonial period relating to Maryland and the Chesapeake region at the SOC library.

    Expenses $7,500 · Grants $7,500

As filed on the 2023 return.

Listed in Part VII

  • Alfred T Gundry III

    Deputy Governor

    Total calculated
    $0
    Hours/week
    0

  • Gregg W Hawes

    Deputy Governor General and Treasurer

    Total calculated
    $0
    Hours/week
    5

  • William J D Somerville III

    Governor

    Total calculated
    $0
    Hours/week
    5

  • Hugh L Robinson

    Chaplain

    Total calculated
    $0
    Hours/week
    0

  • Carlton L Hoskins

    Lieutenant Governor

    Total calculated
    $0
    Hours/week
    0

  • Daniel R Beirne

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Alexander M Hopkins

    Deputy Secretary

    Total calculated
    $0
    Hours/week
    0

  • Harry T Aycock IV

    Registrar

    Total calculated
    $0
    Hours/week
    0

  • David M Trebing

    Historian

    Total calculated
    $0
    Hours/week
    0

  • Mortimer N S Sellers

    Chancellor

    Total calculated
    $0
    Hours/week
    0

  • Iredell W Iglehart

    Surgeon

    Total calculated
    $0
    Hours/week
    0

  • Arthur M Koppelman

    Gentleman of the Council

    Total calculated
    $0
    Hours/week
    0

  • Worthington Peter Pearre

    Chair, Historical Projects Committee

    Total calculated
    $0
    Hours/week
    0

  • Robert B Lyon Jr

    Education Chairman

    Total calculated
    $0
    Hours/week
    0

  • Thomas Jenkins

    Gentleman of the Council

    Total calculated
    $0
    Hours/week
    0

  • James Stone

    Gentleman of the Council

    Total calculated
    $0
    Hours/week
    0

  • Alexander B Montague

    Gentleman of the Council

    Total calculated
    $0
    Hours/week
    0

  • William H Wilmer III

    Chair, Installation Committee

    Total calculated
    $0
    Hours/week
    0

  • George A Hughes

    Chair, Communicatoins Committee

    Total calculated
    $0
    Hours/week
    0

  • Peter J Schwab

    Deputy Treasurer

    Total calculated
    $0
    Hours/week
    0

  • Michael H Mobbs Jr

    Marshal

    Total calculated
    $0
    Hours/week
    0

  • Daniel B Fisher

    Gentleman of the Council

    Total calculated
    $0
    Hours/week
    0

  • Frank W Dingle

    Gentleman of the Council

    Total calculated
    $0
    Hours/week
    0

  • Gregory D Jones

    Gentleman of the Council

    Total calculated
    $0
    Hours/week
    0

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
14 November 2024
IRS schema version
2023v5.0
Source object
202403199349316745

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