2025-03-03T15:36:25-05:00 2024-05-31 742516372 REYNOLDS & FRANKE PC 6836 AUSTIN CENTER BLVD STE 190 AUSTIN TX 78731 990 2023-06-01 741193444 DAUGHTERS OF THE REPUBLIC OF TEXAS DAUG 5123391997 810 SAN MARCOS ST AUSTIN TX 78702 ELLEN MCCAFFERY TREASURER GENERAL 5123391997 2025-03-01 true true RONALD H REYNOLDS CPA P00964479 5122063141 2025-03-03 2023 2025-03-06 01:10:19Z X CAROL STEAKLEY 810 SAN MARCOS ST AUSTIN TX 78702 1300805 false X WWW.DRTINFO.ORG X 1895 TX TO PRESERVE AND PROTECT TEXAS HISTORICAL SITES AND PROMOTE TEXAS HISTORY EDUCATION 19 19 5 3151 0 1005907 1129934 82363 58216 1547903 52124 42366 28289 2678539 1268563 0 0 141281 217618 0 10495 1124023 1022162 1265304 1239780 1413235 28783 11022319 10512574 855296 216698 10167023 10295876 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 914930 82923 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 2024. THEY HAD 6,649 PAID MEMBERS AND APPROXIMATELY 222,344 VOLUNTEER HOURS TOWARDS DRT'S PROGRAMS AND ADMINISTRATIVE FUNCTIONS. 800 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. 915730 true true false false false false false true false true true false false false 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 true false false false false false false false true 21 0 true 5 true false false false false false false false false false false false false X 19 19 false false true 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 CAROL STEAKLEY PRESIDENT GE 40.00 X X 0 0 0 ORA JANE JOHNSON PRES. GENERA 20.00 X X 0 0 0 CLAIRE HAYNES CHAPLAIN GEN 10.00 X X 0 0 0 TIFFANY MILLER SEC GEN (6/2 20.00 X X 0 0 0 JAN RICH SEC GEN (9/2 20.00 X X 0 0 0 ELLEN MCCAFFREY TREASURER GE 25.00 X X 0 0 0 SHARON FARNSWORTH REGISTRAR GE 40.00 X X 0 0 0 JEANNE WALLACE CUSTODIAN GE 25.00 X X 0 0 0 JOHNNIE MCWILLIAMS EXECUTIVE SE 10.00 X X 0 0 0 BARBARA STEVENS HISTORIAN GE 10.00 X X 0 0 0 CHERYL GIORDANO PARLIAMENTAR 5.00 X 0 0 0 GERRY JAMES DIS 1 REP 6/ 10.00 X X 0 0 0 CORINNA BILBREY DIS1 REP (02 10.00 X X 0 0 0 JUDITH D'AMICO 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 DIS 6 REP 6- 10.00 X X 0 0 0 PATTI JOHNSON DIS 6 REP 11 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 385126 744808 600 1129934 CONVENTION 900099 56655 56655 REPUBLIC OF TEXAS MUSEUM 453220 1561 1561 58216 52124 52124 1874 1874 745 745 745 745 1708 785 923 923 56164 31457 24707 24707 OTHER INCOME 900099 40 40 40 1268563 82923 55706 201940 109425 92515 15678 7839 7839 900 900 41100 41100 475 475 7018 6242 776 43949 20789 23160 69786 14986 54800 223411 171728 51683 224 224 50754 50754 524766 498528 15743 10495 39408 14739 24669 PRESERVATION COSTS 16265 16265 PAVERS 3035 3035 MISCELLANEOUS 571 571 VISION EXPENSE 500 500 1239780 915730 313555 10495 1108630 635627 916811 1399095 2190 1618 131 49991 46460 46288 57088 9584857 1213367 8890559 8371490 6232 2683 11022319 10512574 127716 13563 67319 57295 653869 143055 6392 2785 855296 216698 X 9287130 9473806 879893 822070 10167023 10295876 11022319 10512574 28783 100070 X true X false true false X 825326 1348552 1194275 1005907 1129934 5503994 36179 124983 112528 114663 47584 435937 12544 1810 375 10398 25127 874049 1475345 1307178 1130968 1177518 5965058 87704 175854 137620 27851 410857 839886 87704 175854 137620 27851 410857 839886 5125172 58081 35604 21496 48219 54743 218143 58081 35604 21496 48219 54743 218143 229 3158 14 13521 40 16962 932359 1514107 1328688 1192708 1232301 6200163 0.82660 0.84780 0.04000 0.04000 X PART III, LINE 12 OTHER INCOME 3,953 INSURANCE PROCEEDS 13,009 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 325221 41336 1601 364956 325868 -647 325221 380581 5460 -14244 45929 325868 328974 8000 45214 1607 380581 360916 10029 41971 328974 0.00370 0.92980 0.06650 false false 1429058 1429058 7607996 1147683 6460313 547803 65684 482119 8371490 OPERATING LEASE LIABILITY 2683 SALES TAX PAYABLE 102 2785 X 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 BEING HELD BY 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. NO ITEMS WERE PURCHASED FOR THE COLLECTION DURING THE FISCAL YEAR ENDED MAY 31, 2024 (UNAUDITED). TWO MAPS WERE PURCHASED FOR 500 FOR THE COLLECTION DURING THE FISCAL YEAR ENDED MAY 31, 2023 (AUDITED). NO ITEMS WERE SOLD OR REMOVED FROM THE COLLECTION DURING THE FISCAL YEARS ENDED MAY 31, 2024 (UNAUDITED) AND 2023 (AUDITED). 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 GENERAL 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, 2024 (UNAUDITED), THE LIVING LEGACY ENDOWMENT FUND HAS 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. MARY POWER MEMORIAL FUND - 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 ENDED MAY 31, 2024 (UNAUDITED) AND 2023 (AUDITED). 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. X 2 600 ESTIMATED FMV false false false 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 4 DURING THE FISCAL YEAR THE THE ORGANIZATION AMENDED ITS BYLAWS TO: - REMOVE THE REQUIREMENT THAT THE TREASURER GENERAL SERVED AS A CHAPTER TREASURER. - ADD THAT THE PRESIDENT GENERAL-ELECT BE A NON-VOTING MEMBER OF THE FINANCE COMMITTEE. - UPDATE THE TREASURER GENERAL'S DUTIES TO ENSURE ANNUAL ACKNOWLEDGMENTS OF DONATIONS ARE SENT TO EACH DONOR. - CHANGE THE REQUIREMENTS FOR MEMBERS TO BE A CHAPTER MEMBER FROM TWO YEARS TO ONE YEAR BEFORE BEING ELIGIBILE TO SERVE ON A COMMITTEE. - CREATE THE INFORMATION TECHNOLOGY COMMITTEE, DESCRIBE ITS RESPONSIBILITIES, AND REQUIREMENTS TO BE A PART OF THE COMMITTEE. 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 810 SAN MARCOS, AUSTIN, TEXAS 78702. ANNUAL (AUDITED/REVIEWED) FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND MAY BE PURCHASED FOR A NOMINAL FEE.