Form 990 for tax year 2024
Filed by NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA RESIDENT STATE OF CALIF.
Totals
- Total revenue
- $377,798
- Total expenses
- $317,900
- Contributions and grants received
- $210,664
- Grants paid
- $20,902
- Program service revenue
- $0
- Investment income
- $143,656
- Other revenue
- $23,478
- Total assets, end of year
- $3,661,780
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $3,661,780
- Program services expenses (Part IX)
- $206,710
- Management and general expenses
- $111,190
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $206,710
Program services were 65.0% 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.
-
1b · Membership dues
$102,512
-
1f · All other contributions, gifts and grants
$108,152
-
3 · Investment income
total $82,489 · excluded $82,489
-
7a · Gross sales of assets other than inventory
securities $865,710
-
7b · Less cost or other basis and sales expenses
securities $804,543
-
7c · Gain or loss
securities $61,167
-
7d · Net gain or loss
total $61,167 · excluded $61,167
-
11a · Other revenue: SOCIETY AFFAIRS
total $23,478 · related or exempt $23,478
-
11e · Other revenue, total
$23,478
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $15,971 · program services $15,971
-
2 · Grants to domestic individuals
total $4,931 · program services $4,931
-
11g · Fees: other
total $34,400 · management and general $34,400
-
13 · Office expenses
total $2,955 · program services $1,384 · management and general $1,571
-
22 · Depreciation, depletion and amortization
total $21,204 · program services $21,204
-
23 · Insurance
total $14,418 · management and general $14,418
-
24a · Other expenses: OCTAGON HOUSE EXPENSES
total $91,333 · program services $91,333
-
24b · Other expenses: SOCIETY MEETINGS
total $26,912 · program services $18,121 · management and general $8,791
-
24c · Other expenses: DUES & SUBSCRIPTIONS
total $25,200 · management and general $25,200
-
24d · Other expenses: BANK CHARGES
total $25,003 · program services $7,827 · management and general $17,176
-
24e · All other expenses
total $55,573 · program services $45,939 · management and general $9,634
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $245,512 · end of year $324,581
-
10a · Land, buildings and equipment: cost or other basis
$788,754
-
10b · Land, buildings and equipment: accumulated depreciation
$183,834
-
10c · Land, buildings and equipment, net
beginning of year $472,580 · end of year $604,920
-
11 · Investments: publicly traded securities
beginning of year $2,869,103 · end of year $2,701,181
-
13 · Investments: program-related
beginning of year $25,450 · end of year $25,450
-
15 · Other assets
beginning of year $5,648 · end of year $5,648
-
27 · Net assets without donor restrictions
beginning of year $2,194,663 · end of year $2,180,094
-
28 · Net assets with donor restrictions
beginning of year $1,423,630 · end of year $1,481,686
Mission and programs · 2024
Mission
THE OBJECTIVES OF THE SOCIETY SHALL BE TO COLLECT AND PRESERVE MANUSCRIPTS, TRADITIONS, RELICS, AND MEMENTOS OF BYGONE DAYS; TO PRESERVE AND RESTORE BUILDINGS CONNECTED WITH THE EARLY HISTORY OF OUR COUNTRY; TO EDUCATE OUR FELLOW CITIZENS AND OURSELVES ABOUT OUR COUNTRY'S HISTORY AND THUS DIFFUSE HELPFUL AND INTELLIGENT INFORMATION CONCERNING THE PAST; TO CREATE A POPULAR INTEREST IN OUR COLONIAL HISTORY; TO STIMULATE A SPIRIT OF TRUE PATRIOTISM.
-
ACTIVITIES ARE DIRECTED TOWARD THE PRESERVATION OF HISTORICAL AND PATRIOTIC SITES. THE STATE SOCIETY IN SAN FRANCISCO, CA HAS THREE COMMITTEES LOCATED IN LA/PASADENA/SANTA BARBARA, SAN DIEGO, AND MONTEREY.
Expenses $206,710 · Grants $20,902
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Julie SarnoJULIE SARNO
PRESIDENT
- Total calculated
- $0
- Hours/week
- 10
-
Ann Barta CrichtonANN BARTA CRICHTON
FIRST VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Tempe JavitzTEMPE JAVITZ
SECOND VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Mary CollierMARY COLLIER
THIRD VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Lynda JeffriesLYNDA JEFFRIES
FOURTH VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Margaret MartinMARGARET MARTIN
FIFTH VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Susanna RiceSUSANNA RICE
RECORDING SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
Marilyn GilmerMARILYN GILMER
TREASURER
- Total calculated
- $0
- Hours/week
- 10
-
Brenda NardiBRENDA NARDI
REGISTRAR
- Total calculated
- $0
- Hours/week
- 10
-
Margot WallMARGOT WALL
HISTORIAN
- Total calculated
- $0
- Hours/week
- 4
-
Holly OchoaHOLLY OCHOA
CORRESPONDING SECRETARY
- Total calculated
- $0
- Hours/week
- 4
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
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA
501(C)(3) · NATIONAL CHAPTER-HISTORIC PRESERVATION, RESTORATION, AND INTERPRETATION · DC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 12 February 2026
- IRS schema version
- 2024v5.5
- Source object
- 202610449349302171
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