2025-02-17T17:53:15-06:00 2024-03-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2023-04-01 131677400 COLONIAL DAMES OF AMERICA COLO 2128385489 417 E 61ST STREET NEW YORK NY 10065 EVELYN AUCOIN TREASURER 2128385489 2025-02-17 1 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2023 2025-03-06 01:10:19Z EVELYN CHAPMAN AUCOIN 417 E 61ST STREET NEW YORK NY 10065 3967197 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 16 20 0 0 352506 504025 81632 86059 280405 746586 16704 25567 731247 1362237 21600 25000 0 0 367537 471999 0 0 34369 513283 579871 902420 1076870 -171173 285367 8542310 9085507 126624 152664 8415686 8932843 X SEE SCHEDULE O 0 0 312574 4976 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. 279109 81083 CDA PROGRAMS: INCLUDES ACTIVITIES RELATED TO GENEALOGY, LIBRARY, AND ARCHIVES, LECTURES AND MEETINGS. 25010 25000 SCHOLARSHIP PROGRAMS: PROVIDES SCHOLARSHIPS TO STUDENTS ENGAGED IN THE STUDY OF AMERICAN HISTORY AND OTHER NON-PROFITS FOR EDUCATIONAL PROGRAMMINGS. 616693 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 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 17 0 1 16 1 0 0 0 0 0 1 1 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 JENNIFER WALLACE DOBBS BOARD MEMBER 3.00 X 0 0 0 ASHLEY GANZ BOARD MEMBER 3.00 X 0 0 0 SHARON HARE BOARD MEMBER 3.00 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 LAUREN ROSE BOARD MEMBER 3.00 X 0 0 0 VICKI SMITH BOARD MEMBER 3.00 X 0 0 0 ELLEN TOZER BOARD MEMBER 3.00 X 0 0 0 DEBORAH MCWILLIAMS FORMER EXECUTIVE DIRECTOR 40.00 X 17300 0 10182 NICOLE SHOLET EXECUTIVE DIRECTOR 40.00 X 115654 0 17708 132954 0 27890 1 1 0 0 0 134404 90876 10725 268020 504025 MEETINGS AND FUNCTIONS 611430 65790 65790 CLAIMS 900099 15140 15140 EDUCATIONAL PROGRAMS 611710 4976 4976 MUSEUM ADMISSIONS, TOURS AND GIFT 153 153 86059 163346 163346 3177323 2594083 583240 583240 583240 23200 90876 0 23200 23200 13181 10877 2304 2304 OTHER 900099 63 63 63 1362237 86122 0 772090 X 25000 25000 166759 66993 88622 11144 226484 90986 120362 15136 4330 1734 2306 290 43808 17604 23277 2927 30618 12300 16272 2046 3590 2602 988 73996 53623 20373 55348 55348 125266 90776 34490 1473 1118 355 36382 23612 9944 2826 1026 746 280 82252 70044 12208 1101 818 283 59484 29775 29709 34065 25133 8932 PROGRAM AND EVENTS 66394 66364 30 OTHER 23121 23121 CHAPTER EXPENSES 10847 10847 COLLECTION 2497 2497 3029 1000 2029 1076870 616693 425808 34369 3119 3779 320206 258209 23766 28432 15167 24928 175200 185564 4343961 2523515 1763329 1820446 6241523 6764149 8542310 9085507 82314 104269 44310 48395 126624 152664 X 6989155 7533258 1426531 1399585 8415686 8932843 8542310 9085507 285367 231790 0 X 0 1 X 1 0 X 560332 439572 382815 352506 504025 2239250 560332 439572 382815 352506 504025 2239250 109792 2129458 235624 150910 186182 180458 163346 916520 51167 1726 2893 950 63 56799 3212569 347133 0.66290 0.65830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 822246 X X 1 1426531 4064 31010 1399585 1448372 5261 27102 1426531 1472321 8671 32620 1448372 1483344 4479 15502 1472321 1495411 17705 29772 1483344 0.62722 0.37278 0 0 3167652 2202795 964857 32183 32182 1 1144126 288538 855588 1820446 1547527 231790 10877 242667 1304860 55348 2029 57377 1362237 1030370 10877 10877 1019493 55348 2029 57377 1076870 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 AS WELL AS OTHER NON-PROFITS FOR EDUCATIONAL PROGRAMMING. 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: COST OF GOODS SOLD 10,877. PART XI, LINE 4B - OTHER ADJUSTMENTS: GROSS UP OF INTEREST INCOME NET WITH FOREIGN TAX EXP. 2,029. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 10,877. PART XII, LINE 4B - OTHER ADJUSTMENTS: GROSS UP OF FOREIGN TAX EXPENSE 2,029. ANNIVERSARY GALA 114076 90876 23200 114076 90876 23200 23200 1 PRESERVATION PARTNERS OF THE FOX VALLEY PO BOX 903 ST CHARLES ST CHARLES IL 60174 237421954 501(C)(3) 8100 0 GENERAL SUPPORT 1 PART I, LINE 2: THE ORGANIZATION REQUIRES A WRITTEN REPORT FROM EVERY GRANT RECIPIENT ON THE USE OF THE MONIES GRANTED FOR THE PURPOSE UNDER WHICH THEY WERE ORIGINALLY REQUESTED. GRANT RECIPIENTS ARE REQUIRED TO SUBMIT A FINAL REPORT ON THEIR PROJECT FOR PROOF OF PROJECT COMPLETION WITHIN TWO WEEKS OF COMPLETING THE PROJECT. 1 0 0 0 0 0 0 0 0 PART I, LINE 4A THE FORMER EXECUTIVE DIRECTOR, DEBORAH MCWILLIAMS, WAS PAID SEVERANCE DURING THE FISCAL YEAR OF $17,300 X 1 0 FMV 0 1 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. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 69,577. MANAGEMENT AND GENERAL EXPENSES 26,435. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 96,012. CONSULTING: PROGRAM SERVICE EXPENSES 21,199. MANAGEMENT AND GENERAL EXPENSES 8,055. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,254.