2024-02-14T10:15:16-06:00 2023-03-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2022-04-01 131677400 COLONIAL DAMES OF AMERICA COLO 2128385489 417 E 61ST STREET NEW YORK NY 10065 EVELYN AUCOIN TREASURER 2128385489 2024-02-13 1 EVELYN AUCOIN 999009999 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z EVELYN AUCOIN 417 E 61ST STREET NEW YORK NY 10065 2394857 0 X CDA1890.ORG X 1890 NY TO MAINTAIN A HEADQUARTERS AS WELL AS A MUSEUM OPEN TO THE PUBLIC FOR EDUCATIONAL PURPOSES. 15 15 8 20 0 0 382815 352506 62301 81632 487036 280405 38810 16704 970962 731247 60100 21600 0 0 294905 367537 0 0 12807 423537 513283 778542 902420 192420 -171173 9474220 8542310 97800 126624 9376420 8415686 X SEE SCHEDULE O 0 0 309514 80275 CDA PROGRAMS: INCLUDES ACTIVITIES RELATED TO GENEALOGY, LIBRARY, AND ARCHIVES, LECTURES AND MEETINGS. 269823 1357 MUSEUM PROGRAMS AND ACTIVITIES: COLONIAL DAMES OF AMERICA MAINTAINS THE MOUNT VERNON HOTEL MUSEUM AND GARDEN, A HISTORICAL MUSEUM IN NEW YORK CITY. THE MUSEUM IS A HISTORICAL HOUSE MUSEUM WHICH OFFERS TOURS, PUBLIC AND EDUCATIONAL PROGRAMS DURING THE YEAR. THE MUSEUM WAS CLOSED DURING FISCAL YEAR DUE TO COVID-19. 21602 21600 SCHOLARSHIP PROGRAMS: PROVIDES SCHOLARSHIPS TO STUDENTS ENGAGED IN THE STUDY OF AMERICAN HISTORY. 950 950 600939 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 17 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 NY X X THE COLONIAL DAMES OF AMERICA 2128385489 417 E 61ST STREET NEW YORK NY 10065 REBECCA HOWARD MADSEN PRESIDENT 3.00 X X 0 0 0 MARGARET BRYANT KARSNER IVANCEVICH 1ST VICE PRESIDENT 3.00 X X 0 0 0 KATHI LENE HOBBS CHULICK 2ND VICE PRESIDENT 3.00 X X 0 0 0 EVELYN CHAPMAN AUCOIN TREASURER 3.00 X X 0 0 0 SANDRA PEARL CORRESPONDING SECRETARY 3.00 X X 0 0 0 LAURIE ALDINGER RECORDING SECRETARY 3.00 X X 0 0 0 ANGELA MASAND BOARD MEMBER 3.00 X 0 0 0 LAURA RAMSAY BOARD MEMBER 3.00 X 0 0 0 ANNA RICH BOARD MEMBER 3.00 X 0 0 0 JOCELYN LANCE BOARD MEMBER 3.00 X 0 0 0 ROBIN DOUGHERTY BOARD MEMBER 3.00 X 0 0 0 SHARON HARE BOARD MEMBER 3.00 X 0 0 0 ELLEN TOZER BOARD MEMBER 3.00 X 0 0 0 DIANNE ROBINSON BOARD MEMBER 3.00 X 0 0 0 LAUREN ROSE BOARD MEMBER 3.00 X 0 0 0 DEBORAH MCWILLIAMS EXECUTIVE DIRECTOR THRU JAN. 2023 40.00 X 101882 0 22938 NICOLE SHOLET EXECUTIVE DIRECTOR 40.00 X 65984 0 16826 167866 0 39764 1 0 0 0 0 137237 42775 37600 134894 352506 MEETINGS AND FUNCTIONS 611430 57575 57575 CLAIMS 900099 22700 22700 EDUCATIONAL PROGRAMS 611710 1357 1357 81632 172323 172323 8135 0 8135 8135 8135 1763492 1655410 108082 108082 108082 0 42775 19 -19 -19 15819 8181 7638 7638 OTHER 900099 950 950 950 731247 82582 0 296159 21600 21600 212030 112627 94599 4804 113471 62852 48172 2447 18139 9635 8093 411 23897 12694 10662 541 14324 10520 3629 175 76618 56273 19409 936 59846 59846 56425 41443 14293 689 594 594 27006 17018 7184 2804 892 682 210 103271 89860 13411 2462 1302 1160 56017 56017 30283 24836 5447 PROGRAM AND EVENTS 70991 70991 CHAPTER EXPENSES 7373 7373 COLLECTION 2945 2945 FOREIGN TAX WITHHOLDING 2559 2559 1677 1677 902420 600939 288674 12807 4386 3119 330188 320206 17144 23766 16292 15167 176854 175200 4227360 2464031 1765246 1763329 7164110 6241523 9474220 8542310 54035 82314 43765 44310 97800 126624 X 7928048 6989155 1448372 1426531 9376420 8415686 9474220 8542310 -171173 -789561 0 X 0 1 X 1 0 X 403858 560332 439572 382815 352506 2139083 403858 560332 439572 382815 352506 2139083 61893 2077190 201748 235624 150910 186182 180458 954922 4612 51167 1726 2893 950 61348 3155353 365181 0.65830 0.66350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 822246 X X 0 1448372 5261 27102 1426531 1472321 8671 32620 1448372 1483344 4479 15502 1472321 1495411 17705 29772 1483344 1502468 35863 42920 1495411 0.61537 0.38463 0 0 3053315 2145712 907603 32183 32182 1 1141862 286137 855725 1763329 -112519 -789561 8200 -781361 668842 59846 2559 62405 731247 848215 8200 8200 840015 59846 2559 62405 902420 PART III, LINE 4: THE SOCIETY MAINTAINS A MUSEUM TO EDUCATE ABOUT EARLY NINETEENTH CENTURY AMERICA. THE COLLECTION CONSISTS OF PERIOD FURNISHING AND WORKS OF ART. IT WAS ACQUIRED BY DONATION AND PURCHASE. PART V, LINE 4: TEMPORARILY RESTRICTED NET ASSETS, WHICH CONSIST OF CONTRIBUTIONS TO BE USED FOR DESIGNATED PURPOSES OR FUTURE PERIODS: SCHOLARSHIP FUND - AMOUNTS RESTRICTED FOR SCHOLARSHIPS FOR STUDENTS ENGAGED IN AREAS OF STUDY RELATING TO COLONIAL HISTORY. PERMANENTLY RESTRICTED NET ASSETS, WHICH CONSIST OF CONTRIBUTIONS, THE PRINCIPAL OF WHICH IS PERMANENTLY RESTRICTED. THE SOCIETY CONSIDERS ANY INVESTMENT REVENUE, INCLUDING REALIZED CAPITAL GAINS, IN THE PERMANENTLY RESTRICTED NET ASSETS CATEGORY TO BE UNRESTRICTED REVENUE USED FOR BOARD DETERMINED EDUCATIONAL AND CHARITABLE PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: GROSS-UP OF FUNDRAISING EVENTS 19. COST OF GOODS SOLD 8,181. PART XI, LINE 4B - OTHER ADJUSTMENTS: GROSS UP OF INTEREST INCOME NET WITH FOREIGN TAX EXP. 2,559. PART XII, LINE 2D - OTHER ADJUSTMENTS: GROSS-UP OF FUNDRAISING EVENTS 19. COST OF GOOD SOLD 8,181. PART XII, LINE 4B - OTHER ADJUSTMENTS: GROSS UP OF FOREIGN TAX EXPENSE 2,559. FALL FUNDRAISER 42775 42775 19 42775 42775 19 19 -19 X 1 0 FMV 0 0 0 PART I, LINE 33: COLONIAL DAMES OF AMERICA DOES NOT TREAT DONATIONS OF HISTORICAL TREASURES DESCRIBED IN PART I, LINE 2 SCHEDULE M AS REVENUE OR CAPITALIZE AS ASSETS ON ITS BALANCE SHEET. SHOULD SUCH PROPERTY BE SOLD, PROCEEDS FROM SUCH SALE WOULD BE USED SOLELY TO ACQUIRE OTHER ITEMS FOR THE COLLECTION. PART III - LINE 1 TO MAINTAIN A HEADQUARTERS FOR THE SOCIETY AS WELL AS A MUSEUM OPEN TO THE PUBLIC FOR EDUCATIONAL PURPOSES; TO PROVIDE EDUCATIONAL OPPORTUNITIES AND SCHOLARSHIPS; TO PROMOTE HISTORIC PRESERVATION AND PATRIOTIC ACTIVITIES; TO COMMEMORATE AND CELEBRATE THE HISTORY OF THE THIRTEEN ORIGINAL COLONIES; AND TO CREATE POPULAR INTEREST IN AMERICAN HISTORY. FORM 990, PART VI, SECTION A, LINE 6 THE COLONIAL DAMES OF AMERICA (THE "SOCIETY") WAS INCORPORATED AS A MEMBERSHIP ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE COLONIAL DAMES OF AMERICA, AS A PATRIOTIC SOCIETY, HAS MEMBERS WHO SUPPORT THE ORGANIZATION. IN ADDITION, INDIVIDUALS JOIN THE MUSEUM AS PATRONS AND DONORS. A CANDIDATE FOR ADMISSION TO THE SOCIETY SHALL BE PROPOSED AND SECONDED BY LETTERS ADDRESSED TO THE CHAIRMAN OF THE MEMBERSHIP COMMITTEE OF THE CHAPTER THROUGH WHICH HER ADMISSION IS PROPOSED. FORM 990, PART VI, SECTION B, LINE 11B THE ORIGINAL FORM 990 IS PROVIDED TO THE PRESIDENT, FINANCE CHAIR, AND/OR TREASURER FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO THE BOARD FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY THE PERSONNEL COMMITTEE AND APPROVED BY THE BOARD. THE SOCIETY DOES NOT COMPENSATE ANY DIRECTORS ON THE BOARD OF MANAGERS. FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. COLONIAL DAMES OF AMERICA AFFILIATED GROUP 417 EAST 61ST STREET NEW YORK NY 10065 510244811 SCHOLARSHIP NY 501(C)(3) 9 HEADQUARTERS 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 COLONIAL DAMES OF AMERICA AFFILIATED GROUP S 86703 FMV