2024-04-15T16:41:14-04:00 2023-05-31 742516372 REYNOLDS & FRANKE PC 6850 AUSTIN CENTER BLVD STE 100 AUSTIN TX 787313184 990 2022-06-01 741193444 DAUGHTERS OF THE REPUBLIC OF TEXAS DAUG 5123391997 PO BOX 6290 AUSTIN TX 78762 ELLEN MCCAFFERY TREASURER GENERAL 5123391997 2024-04-15 true ELLEN MCCAFFERY true RONALD H REYNOLDS CPA P00964479 5122063141 2024-04-15 2022 2023-04-26 12:10:37Z EXTENDED TO APRIL 15 2024 CAROL STEAKLEY PO BOX 6290 AUSTIN TX 78762 2807172 false X WWW.DRTINFO.ORG X 1895 TX TO PRESERVE AND PROTECT TEXAS HISTORICAL SITES AND PROMOTE TEXAS HISTORY EDUCATION 19 19 3 3380 0 1195745 1005907 68575 82363 23947 1547903 24249 42366 1312516 2678539 0 0 149852 141281 0 7395 437091 1124023 586943 1265304 725573 1413235 10570037 11022319 1771524 855296 8798513 10167023 X THE PURPOSE OF THE DAUGHTERS OF THE REPUBLIC OF TEXAS (THE DRT) IS: (1) TO PERPETUATE THE MEMORY AND SPIRIT OF THE MEN AND WOMEN WHO ACHIEVED AND MAINTAINED THE INDEPENDENCE OF TEXAS; (2) TO ENCOURAGE HISTORICAL RESEARCH INTO THE EARLIEST RECORDS OF TEXAS, ESPECIALLY THOSE RELATING TO THE REVOLUTION OF 1835 AND THE EVENTS WHICH FOLLOWED; TO FOSTER THE PRESERVATION OF DOCUMENTS AND RELICS; TO ENCOURAGE THE PUBLICATION OF RECORDS OF INDIVIDUAL SERVICE OF THE SOLDIERS AND PATRIOTS OF THE REPUBLIC AND OTHER SOURCE MATERIAL FOR THE HISTORY OF TEXAS; AND (3) TO PROMOTE THE CELEBRATION OF TEXAS HONOR DAYS AS DEFINED BY THE MEMBERS. false false 337711 102222 THE DRT OPERATES ITS BUSINESS OFFICE AND HEADQUARTERS ALONGSIDE THE REPUBLIC OF TEXAS MUSEUM IN AUSTIN, TEXAS. THEY PROVIDED MEMBER SERVICES AND ADMINISTRATIVE SUPPORT FOR THE DRT DURING THE FISCAL YEAR 2023. THEY HAD 5,940 PAID MEMBERS AND APPROXIMATELY 226,057 VOLUNTEER HOURS TOWARDS DRT'S PROGRAMS AND ADMINISTRATIVE FUNCTIONS. 17652 THE DRT OWNS THE DRT LIBRARY COLLECTION IN SAN ANTONIO, TEXAS. IT CONTAINS MATERIAL PERTAINING TO THE HISTORY OF TEXAS FOR THE USE OF ALL RESEARCHERS. 355363 true true false false false false false true false true true false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 13 0 true 3 true false false false false false false false false false false false false X 19 19 false false false false true true true true true false true true true true true true true true false false false X ELLEN MCCAFFERY 5123391997 810 SAN MARCOS ST AUSTIN TX 78702 X KIM ZAPALAC PRESIDENT GE 40.00 X X 0 0 0 CAROL STEAKLEY PRES. GENERA 20.00 X X 0 0 0 JAN RICH CHAPLAIN GEN 10.00 X X 0 0 0 TIFFANY MILLER RECORDING SE 20.00 X X 0 0 0 SHARON SKROBARCEK TREASURER GE 25.00 X X 0 0 0 MARY ANN OLIVER REGISTRAR GE 40.00 X X 0 0 0 DUSKY WATERS CUSTODIAN GE 25.00 X X 0 0 0 JOHNNIE MCWILLIAMS EXECUTIVE SE 10.00 X X 0 0 0 ELIANE VETTER HISTORIAN GE 10.00 X X 0 0 0 MARGARET BRUGGEMAN PARLIMENTARI 5.00 X 0 0 0 GERRY JAMES DISTRICT 1 R 10.00 X X 0 0 0 JUDITH DAMICO DISTRICT 2 R 10.00 X X 0 0 0 CAROLYN RANEY DISTRICT 3 R 10.00 X X 0 0 0 MERLE HOWARD DISTRICT 4 R 10.00 X X 0 0 0 MARY BETH BRUNSON DISTRICT 5 R 10.00 X X 0 0 0 COYLA HOLMES DISTRICT 6 R 10.00 X X 0 0 0 CARLA MILLER DISTRICT 7 R 10.00 X X 0 0 0 MARILYN WADE DISTRICT 8 R 10.00 X X 0 0 0 CHARLENE BUCK DISTRICT 9 R 10.00 X X 0 0 0 RONDA HELTON DISTRICT 10 10.00 X X 0 0 0 false false false BARTLET COCKE GENERAL CONTRACTORS L 8706 LOCKWAY ST SAN ANTONIO TX 78217 CONTRACTOR 865399 MUSEUM ARTS INC 2639 FREEWOOD DR DALLAS TX 75220 CONTRACTOR 468310 2 346151 4125 655631 4125 1005907 CONVENTION 900099 81013 81013 REPUBLIC OF TEXAS MUSEUM 453220 1350 1350 82363 45506 45506 2713 2713 1614464 112067 1502397 1502397 1502397 10398 4125 4125 6273 6273 32300 12441 19859 19859 INSURANCE PROCEEDS 900099 13009 13009 OTHER INCOME 900099 512 512 13521 2678539 102222 1570410 130995 73466 57529 270 135 135 10016 5008 5008 22888 2961 19927 31950 31950 655 325 330 3150 1725 1425 88006 31665 56341 71480 18120 53360 277050 78452 198598 265 265 71686 71686 447448 447448 31902 12760 19142 PRESERVATION COSTS 64364 58288 6076 VISION EXPENSE 11316 3921 7395 MISCELLANEOUS 1091 1091 PAVERS 772 772 1265304 355363 902546 7395 1605974 1108630 1041364 916811 19471 2190 1425 1618 46584 49991 28075 46288 9579159 688600 7827144 8890559 6232 10570037 11022319 487443 127716 56575 67319 1227227 653869 279 6392 1771524 855296 X 7499720 9351685 1298793 815338 8798513 10167023 10570037 11022319 1413235 -44725 X false true X true false X 941373 825326 1348552 1194275 1005907 5315433 53028 36179 124983 112528 114663 441381 4824 12544 1810 375 10398 29951 999225 874049 1475345 1307178 1130968 5786765 172847 87704 175854 166198 27851 630454 172847 87704 175854 166198 27851 630454 5156311 79662 58081 35604 21496 48219 243062 79662 58081 35604 21496 48219 243062 35193 229 3158 14 13521 52115 1114080 932359 1514107 1328688 1192708 6081942 0.84780 0.83940 0.04000 0.03000 X PART III, LINE 12 OTHER INCOME 39,106 INSURANCE PROCEEDS 13,009 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 325868 -647 325221 380581 5460 -14244 45929 325868 328974 8000 45214 1607 380581 360916 10029 41971 328974 358712 1000 1355 151 360916 0.97010 0.02990 false false 1429058 1429058 7607996 625926 6982070 542105 62674 479431 8890559 OPERATING LEASE LIABILITY 6232 SALES TAX PAYABLE 160 6392 X 2646255 -44725 12441 -32284 2678539 2678539 1277745 12441 12441 1265304 1265304 SCHEDULE D, PAGE 1, PART III, LINE 1A DRT HAS A COLLECTION OF BOOKS, MANUSCRIPTS, PHOTOGRAPHS, ARTWORK, MAPS, MICROFILM AND OTHER MEMORABILIA ALONG WITH FURNITURE, DECORATIVE FURNISHINGS AND ACCESSORIES, RELATED TO THE HISTORY OF TEXAS THAT IS AVAILABLE TO THE GENERAL PUBLIC FOR VIEWING. DRT HAS ADOPTED A POLICY OF NOT CAPITALIZING THE COLLECTION IN ITS FINANCIAL STATEMENTS. ACCORDINGLY, NO COLLECTION ITEMS ARE RECOGNIZED AS ASSETS, WHETHER THEY ARE PURCHASED OR RECEIVED AS A DONATION. PURCHASES OF COLLECTION ITEMS REDUCE NET ASSETS IN THE PERIOD WHEN PURCHASED. PROCEEDS FROM SALES OR INSURANCE RECOVERIES ARE RECORDED AS INCREASES IN NET ASSETS WHEN RECEIVED. VARIOUS STAFF ARE EMPLOYED TO ENSURE THAT THE COLLECTION IS PROTECTED, PRESERVED, AND MADE ACCESSIBLE TO THE PUBLIC. CURRENTLY, THE DRT LIBRARY COLLECTION IS ON LOAN TO BEXAR COUNTY. IT IS THE POLICY OF DRT THAT THE PROCEEDS FROM THE SALE OF ANY COLLECTION ITEMS ARE TO BE USED TO PURCHASE ADDITIONAL COLLECTION ITEMS. TWO MAPS WERE PURCHASED FOR 500 FOR THE COLLECTION DURING THE FISCAL YEAR ENDED MAY 31, 2023 (AUDITED). NO ITEMS WERE PURCHASED FOR THE COLLECTION DURING THE FISCAL YEAR ENDED MAY 31, 2022 (UNAUDITED). ANTIQUE FURNITURE ITEMS WITH APPROXIMATE VALUES OF 0 AND 15,000 WERE REMOVED FROM THE COLLECTION DURING THE FISCAL YEARS ENDED MAY 31, 2023 (AUDITED) AND 2022 (UNAUDITED), RESPECTIVELY. IN JUNE 2022, THOSE ITEMS WERE EITHER DONATED OR SOLD AND DRT RECEIVED APPROXIMATELY 1,260 OF SALES PROCEEDS. SCHEDULE D, PAGE 2, PART III, LINE 4 THE DRT HAS A COLLECTION OF BOOKS, MANUSCRIPTS, PHOTOGRAPHS AND ARTWORK, MAPS, MICROFILM, AND OTHER MEMORABILIA RELATED TO THE HISTORY OF TEXAS THAT IS AVAILABLE TO THE GENRAL PUBLIC. VARIOUS STAFF ARE EMPLOYED TO ENSURE THAT THE COLLECTION IS PROTECTED, PRESERVED, AND MADE ACCESSIBLE TO THE PUBLIC AT THE VARIOUS DRT LOCATIONS. SCHEDULE D, PAGE 2, PART V, LINE 4 DRT PERMANENT ENDOWMENT FUND CONSISTS OF DONOR-RESTRICTED FUNDS. AS REQUIRED BY ITS GOVERNING DOCUMENT, THE CORPUS IS TO BE INVESTED IN PERPETUITY WITH ONLY THE INVESTMENT INCOME AND NET APPRECIATION TO BE USED AS FOLLOWS: 10% TO BE ADDED BACK TO THE CORPUS AND 90% TO BE USED FOR OPERATING PURPOSES. LIVING LEGACY ENDOWMENT FUND CONSISTS OF DONOR-RESTRICTED FUNDS. AS REQUIRED BY ITS GOVERNING DOCUMENT, THE CORPUS IS TO BE INVESTED IN PERPETUITY. INVESTMENT INCOME AND NET APPRECIATION IS TO BE ADDED BACK TO THE CORPUS UNTIL IT REACHES 10,000. UPON REACHING 10,000, THE INVESTMENT RETURN CAN BE USED FOR OPERATING PURPOSES, AT THE DISCRETION OF THE BOARD OF MANAGEMENT. AS OF MAY 31, 2023 (AUDITED) AND 2022 (UNAUDITED), THE LIVING LEGACY ENDOWMENT FUND HAD NOT REACHED 10,000. MARY POWER MEMORIAL FUND CONSISTS OF DONOR-RESTRICTED FUNDS. AS REQUIRED BY ITS GOVERNING DOCUMENT, THE CORPUS IS TO BE INVESTED IN PERPETUITY WITH ONLY THE INVESTMENT RETURN TO BE USED FOR GENERAL PURPOSES. META EMILY VIBROCK CREPPON TRUST - THE FUND WAS ESTABLISHED THROUGH A BEQUEST TO DRT FOR THE SOLE PURPOSE OF PUBLISHING BOOKS. AS REQUIRED BY THE GOVERNING DOCUMENT, THE CORPUS IS TO BE INVESTED IN PERPETUITY. INVESTMENT INCOME MAY BE USED FOR THE SELECTION OF BOOKS TO BE PUBLISHED. ALL INVESTMENT INCOME IS TEMPORARILY RESTRICTED UNTIL APPROPRIATED. KATE HARDING BATES PARKER ENDOWMENT FUND - THE FUND WAS ESTABLISHED BY THE DONOR AS A MEMORIAL FOR OPERATIONAL SUPPORT. ANY INVESTMENT INCOME IS TEMPORARILY RESTRICTED UNTIL APPROPRIATED. LAVINIA GRIFFITH MEMORIAL FUND - THE FUND WAS ESTABLISHED BY THE DONOR AS A MEMORIAL TO PROMOTE THE STUDY OF TEXAS HISTORY, TO ENCOURAGE THE RESPECT OF THE HISTORY OF THE FOUNDERS OF THE STATE OF TEXAS, AND TO PRESERVE THE BOOKS, DOCUMENTS, AND PAPERS THAT RECORD TEXAS HISTORY. 5% OF THE INVESTMENT INCOME IS TO BE ALLOCATED TO THE PERMANENT ENDOWMENT. THE REMAINING 95% OF INVESTMENT INCOME IS TEMPORARILY RESTRICTED UNTIL APPROPRIATED. HERPICH RESTORATION AND CONSERVATION FUND - THE FUND WAS ESTABLISHED BY A DONOR FOR THE PURPOSE OF ART RESTORATION AND PAPER CONSERVATION. THE INVESTMENT INCOME IS TEMPORARILY RESTRICTED UNTIL APPROPRIATED. JUNE FRANKLIN NAYLOR FUND - THE FUND WAS ESTABLISHED THROUGH MEMORIALS TO PROVIDE THE ANNUAL AWARDS FOR THE BEST BOOK FOR CHILDREN ON TEXAS HISTORY AND TO PAY THE EXPENSES OF THE SELECTION PROCESS. 5% OF THE INVESTMENT INCOME IS TO BE ALLOCATED TO THE PERMANENT ENDOWMENT. THE REMAINING 95% OF THE INVESTMENT INCOME IS TEMPORARILY RESTRICTED UNTIL APPROPRIATED. VIRGINIA M. LAW FUND - THE FUND WAS ESTABLISHED BY A DONOR AS A MEMORIAL WITH THE PURPOSE OF PROVIDING AN ANNUAL AWARD FOR THE MOST DISTINGUISHED BOOK ON TEXAS HISTORY FOR YOUNG ADULTS. THE INVESTMENT INCOME IS TEMPORARILY RESTRICTED UNTIL APPROPRIATED. VIVIAN A. AND WILLIAM B. RUDISILL, JR. MEMORIAL FUND - THE FUND WAS ESTABLISHED BY THE DONOR AS A MEMORIAL. THE CORPUS IS PERMANENTLY RESTRICTED, BUT INVESTMENT INCOME CAN BE USED TO MEET THE NEEDS OF THE LIBRARY. SCHEDULE D, PAGE 3, PART X THE MOST SIGNIFICANT TAX POSITIONS OF DRT ARE ITS ASSERTION THAT IS EXEMPT FROM INCOME TAXES AND ITS DETERMINATION OF WHETHER ANY AMOUNTS ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT). MANAGEMENT HAS DETERMINED THAT DRT HAD NO ACTIVITY SUBJECT TO UBIT DURING THE FISCAL YEARS MAY 31, 2023 (AUDITED) AND 2022 (UNAUDITED). ALL SIGNIFICANT TAX POSITIONS HAVE BEEN CONSIDERED BY MANAGEMENT AND IT HAS BEEN DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT ALL POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. SCHEDULE D, PAGE 4, PART XI, LINE 2D COSTS OF GOODS SOLD 12,441 SCHEDULE D, PAGE 4, PART XII, LINE 2D COSTS OF GOODS SOLD 12,441 FORM 990 - ORGANIZATION'S MISSION THE PURPOSE OF THE DAUGHTERS OF THE REPUBLIC OF TEXAS (THE DRT) IS: (1) TO PERPETUATE THE MEMORY AND SPIRIT OF THE MEN AND WOMEN WHO ACHIEVED AND MAINTAINED THE INDEPENDENCE OF TEXAS; (2) TO ENCOURAGE HISTORICAL RESEARCH INTO THE EARLIEST RECORDS OF TEXAS, ESPECIALLY THOSE RELATING TO THE REVOLUTION OF 1835 AND THE EVENTS WHICH FOLLOWED; TO FOSTER THE PRESERVATION OF DOCUMENTS AND RELICS; TO ENCOURAGE THE PUBLICATION OF RECORDS OF INDIVIDUAL SERVICE OF THE SOLDIERS AND PATRIOTS OF THE REPUBLIC AND OTHER SOURCE MATERIAL FOR THE HISTORY OF TEXAS; AND (3) TO PROMOTE THE CELEBRATION OF TEXAS HONOR DAYS AS DEFINED BY THE MEMBERS. FORM 990, PAGE 6, PART VI, LINE 6 THE DRT HAS MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7A THE BOARD OF MANAGEMENT SHALL CONSIST OF THE ELECTED OFFICERS, PRESIDENT GENERAL, PRESIDENT GENERAL ELECT, CHAPLAIN GENERAL, RECORDING SECRETARY GENERAL, EXECUTIVE SECRETARY GENERAL, TREASURER GENERAL, REGISTRAR GENERAL, HISTORIAN GENERAL, CUSTODIAN GENERAL, AND TEN DISTRICT REPRESENTATIVES. THE BOARD OF MANAGEMENT SERVES A 2 YEAR TERM. EACH MEMBER PRESENT AT THE CONVENTION SHALL BE ENTITLED TO ONE VOTE. FORM 990, PAGE 6, PART VI, LINE 7B ALL SIGNIFICANT GOVERNANCE DECISIONS OF THE BOARD ARE GOVERNED BY THE BYLAWS WHICH ARE SUBJECT TO APPROVAL BY THE MEMBERSHIP. FORM 990, PAGE 6, PART VI, LINE 11B A DRAFT OF THE 990 IS PROVIDED TO EACH MEMBER OF THE FINANCE COMMITTEE FOR REVIEW WITH THE PREPARING CPA. THE FINAL FORM 990 IS SENT TO THE BOARD OF MANAGEMENT BEFORE FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE TREASURER GENERAL WITH ASSISTANCE FROM THE FINANCE COMMITTEE AS NEEDED. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS AND POLICIES OF THE DRT ARE AVAILABLE UPON REQUEST OR MAY BE PURCHASED FOR A NOMINAL FEE (BY MEMBERS OR NON-MEMBERS) AT THE DRT BUSINESS OFFICE LOCATED AT PO BOX 6290, AUSTIN, TEXAS 78762. ANNUAL (AUDITED/REVIEWED) FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND MAY BE PURCHASED FOR A NOMINAL FEE.