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← COLONIAL DAMES OF AMERICA

Form 990 for tax year 2023

Filed by COLONIAL DAMES OF AMERICA.

Totals

Total revenue
$32,237
Total expenses
$50,552
Contributions and grants received
$11,434
Grants paid
$30,250
Program service revenue
$2,955
Investment income
$17,848
Other revenue
$0
Total assets, end of year
$509,729
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$509,729
Program services expenses (Part IX)
$45,366
Management and general expenses
$5,186
Fundraising expenses
$0
Program service expenses (Part III)
$45,366

Program services were 89.7% 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

    $7,740

  • 1f · All other contributions, gifts and grants

    $3,694

  • 2a · Program service revenue: Annual Meeting

    total $2,465 · related or exempt $2,465

  • 2b · Program service revenue: Educational Programs

    total $490 · related or exempt $490

  • 3 · Investment income

    total $14,244 · excluded $14,244

  • 7a · Gross sales of assets other than inventory

    securities $52,480

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

    securities $48,876

  • 7c · Gain or loss

    securities $3,604

  • 7d · Net gain or loss

    total $3,604 · excluded $3,604

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $30,250 · program services $30,250

  • 11c · Fees: accounting

    total $109 · management and general $109

  • 11f · Fees: investment management

    total $4,486 · management and general $4,486

  • 13 · Office expenses

    total $246 · management and general $246

  • 16 · Occupancy

    total $4,704 · program services $4,704

  • 17 · Travel

    total $1,858 · program services $1,858

  • 19 · Conferences, conventions and meetings

    total $3,706 · program services $3,706

  • 21 · Payments to affiliates

    total $3,420 · program services $3,420

  • 24a · Other expenses: Miscellaneous

    total $1,773 · program services $1,428 · management and general $345

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $54,794 · end of year $66,426

  • 11 · Investments: publicly traded securities

    beginning of year $451,014 · end of year $443,303

  • 27 · Net assets without donor restrictions

    beginning of year $42,650 · end of year $53,568

  • 28 · Net assets with donor restrictions

    beginning of year $463,158 · end of year $456,161

Mission and programs · 2023

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, in partnership with the National Park Service.

  • Educational programs: awarded grants for graduate scholarships; conducted Excellence in History Awards program for local students.

    Expenses $30,426 · Grants $30,000

  • Chapter Programs: includes activities related to lectures and meetings.

    Expenses $6,054 · Revenue $2,955

  • Abner Cloud House: operated and maintained as a house museum open to the public.

    Expenses $5,216

  • Other:National Dues & CDA Museum

    Expenses $3,670

As filed on the 2023 return.

Listed in Part VII

  • Samantha McGrath

    Director

    Total calculated
    $0
    Hours/week
    1

  • Eve Stocker

    Director

    Total calculated
    $0
    Hours/week
    1

  • Christie Martin

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jane McSwain

    Corresponding Secretary

    Total calculated
    $0
    Hours/week
    2

  • Barbara Carpenter

    Registrar

    Total calculated
    $0
    Hours/week
    2

  • Linda Aguirre

    President

    Total calculated
    $0
    Hours/week
    10

  • Catherine Ball

    Treasurer

    Total calculated
    $0
    Hours/week
    10

  • Belle Duchin

    First Vice President

    Total calculated
    $0
    Hours/week
    1

  • Cecelia Hale

    Recording Secretary

    Total calculated
    $0
    Hours/week
    2

  • Priscilla Roberts

    Second Vice President

    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
8 January 2024
IRS schema version
2023v6.0
Source object
202520159349302682

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