2026-02-03T14:37:08-06:00 2025-08-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990EZ 2024-09-01 546073727 MARY CUSTIS LEE - 17TH VA REGIMENT CH #7 UNITED DAUGHTERS OF THE CONFEDERACY MARY 7035192123 806 PRINCE STREET ALEXANDRIA VA 22314 DEBORAH A MULLINS CHAPTER PRESIDENT 7035192123 2026-02-03 1 1 ROBERT WILLIAMS P01345960 5712279500 2026-02-02 2024 2025-03-06 01:10:19Z 0882 MODIFIED CASH N/A X X 69444 X 23146 3248 164 1425 1751 -326 41461 67693 4937 4247 72809 57 3384 85434 -17741 121394 6698 110351 X 124073 113030 124073 113030 2679 2679 121394 110351 X TO COLLECT AND PRESERVE THE MATERIAL NECESSARY FOR THE TRUTHFUL HISTORY OF THE WAR BETWEEN THE STATES AND TO PROTECT, PRESERVE, AND MARK THE PLACES MADE HISTORIC BY CONFEDERATE VALOR. E. ELIZABETH SNEDDEN SCHOLARSHIP-THIS SCHOLARSHIP IS MADE AVAILABLE THROUGH VIRGINIA DIVISION UDC. THE ORGANIZATION BUDGETS $100.00 EACH YEAR TO THIS FUND. MISS SNEDDEN WAS A MEMBER OF THE CHAPTER AT THE TIME OF HER DEATH. THIS AWARD GOES TO STUDENTS ATTENDING A COMMUNITY COLLEGE OR TECHNICAL SCHOOL. 0 100 VIRGINIA DIVISION COFC PRESIDENT'S PROJECT-COFC (CHILRDEN OF THE CONFEDERACY). THE ORGANIZATION BUDGETS $100.00 EACH YEAR TO THE VIRGINIA DIVISION COFC PRESIDENT'S PROJECT. FOR 2024-2025, THE PROJECT TO HELP FUND NEEDED REPAIRS TO THE R. E. LEE CAMP MEMORIAL CHAPEL IN RICHMOND, VA. 0 100 200 X DEBORAH MULLINS CHAPTER & HOUSE COMMITTEE 25.00 0 0 0 CAROLINE EATON CHAPTER VP 10.00 0 0 0 ANNE CRUMP CHAPTER 2ND VICE PRES. 2.00 0 0 0 NATALIE FLOYD CHAPTER 3RD VICE PRES. 5.00 0 0 0 SHERRY BROWNE CHAPTER & HOUSE RECORDING SECRETARY 3.00 0 0 0 CHARLOTTE PAYNE WRIGHT TREASURER 8.00 0 0 0 RITA HOLTZ HISTORIAN 5.00 0 0 0 ROBERTA DAWSON REGISTRAR 2.00 0 0 0 LUANN WHITTENBURG REC. MILITARY SERVICE AWARDS 1.00 0 0 0 JANET CASHION CHAPTER CHAPLAIN, HOUSE BOARD TREAS 8.00 0 0 0 LOIS MURCHISON AS OF 1024 HOUSE OVERSIGHT BD MEMBER 5.00 0 0 0 TONI SANFORD HOUSE OVERSIGHT BD MEMBER 5.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NATALIE FLOYD 806 PRINCE STREET ALEXANDRIA VA 22314 7035048114 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 13709 17122 14520 16543 26394 88288 13709 17122 14520 16543 26394 88288 88288 43844 40994 39853 40854 41625 207170 580 736 516 1425 3257 298715 8116 0.29560 0.28240 X THE MARY CUSTIS LEE - 17TH VA REGIMENT CH #7 UNITED DAUGHTERS OF THE CONFEDERACY QUALIFIES AS PUBLICLY SUPPORTED BECAUSE IT MEETS THE "10% PLUS FACTS AND CIRCUMSTANCES" TEST UNDER TREAS. REG. 1.170A-9(E)(3) IN THE FOLLOWING RESPECTS:10% OF SUPPORT LIMITATION. THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE IS 29.56%.ATTRACTION OF PUBLIC SUPPORT- THE ORGANIZATION ENGAGES IN A NUMBER OF FUNDRAISING ACTIVITIES EACH YEAR AND IS CONTINUING TO DEVELOP NEW IDEAS FOR FUND RAISING EVENTS. A SILENT AUCTION WAS HELD AT THE HOLIDAY LUNCHEON IN DECEMBER. A WINE AND CHEESE PARTY, SERVING AS A FUND RAISER FOR THE R. E. LEE CAMP HALL MUSEUM'S MAINTENENCE AND UPKEEP WAS HELD IN DECEMBER. SOURCES OF SUPPORT- THE ORGANIZATION IS PRIMARILY SUPPORTED BY UNRELATED INDIVIDUAL DONORS WITH AN INTEREST IN THE ORGANIZATION'S EXEMPT PURPOSE. THE VAST MAJORITY OF THE DONATIONS TO THE ORGANIZATION ARE WITHIN THE $5.00 TO $10.00 RANGE. ANNUAL MEMBERSHIP DUES ARE $45.00 PER YEAR, OF THAT AMOUNT $36.85 GOES TO THE GENERAL (NATIONAL) AND DIVISION (STATE) GOVERNING BODIES. REPRESENTATIVE GOVERNING BODY- THE GOVERNING BODY IS ELECTED FROM MEMBERS OF THE ORGANIZATION WHO HAVE AN INTEREST IN THE ORGANIZATION'S EXEMPT PURPOSE.AVAILABILITY OF PUBLIC FACILITIES OR SERVICES; PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES- THE MISSION OF THE ORGANIZATION IS TO COLLECT AND PRESERVE THE MATERIAL NECESSARY FOR A TRUTHFUL HISTORY OF THE WAR BETWEEN THE STATES AND TO PROTECT, PRESERVE, AND MARK THE PLACES MADE HISTORIC BY CONFEDERATE VALOR. THE ORGANIZATION ENGAGES IN A NUMBER OF ACTIVITIES TO FURTHER THIS MISSION:1. THE ORGANIZATION ADMINISTERS AND PRESERVES THE R.E. LEE CAMP HALL AND A GROWING COLLECTION OF CONFEDERATE ARTIFACTS. THE ORGANIZATION HAS PAINTINGS ON LOAN FROM PRIVATE INDIVIDUALS, MARSHALL KATZ (ROBERT E. LEE ON TRAVELLER), WALTON OWEN (THE KILLING OF ELLSWORTH). ON PERMANENT LOAN FROM THE DESCENDANTS OF EDGAR WARFIELD TO THE ORGANIZATION ARE PORTRAITS OF ROBERT E. LEE AND STONEWALL JACKSON. THESE HAVE BEEN IN THE ORGANIZATION'S POSSESSION SINCE THE 1920'S. THE ORGANIZATION HAS PAID TO HAVE THESE PORTRAITS RESTORED AND CLEANED AS NECESSARY. ON SEMI-PERMANENT LOAN FROM THE DESCENDANTS OF EDGAR WARFIELD ARE HIS POST-WAR SCRAPBOOKS. THESE HAVE BECOME AN INVALUABLE RESEARCH TOOL. ALSO ON SEMI-PERMANENT LOAN IS A PEN AND INK DRAWING OF REV. JAMES T. JOHNSON, FIRST OWNER OF 806 PRINCE STREET. ON SEMI-PERMANENT LOAN FROM THE SAMUEL COOPER CHAPTER MOS&B IS A PORTRAIT OF GEN. MONTGOMERY DENT CORSE. ON LOAN FROM THE R.E. LEE CAMP #726 SCV IS THE ETCHING "VIRGINIA." LUCY BURKE GODDIN HAS PLACED ON LOAN A VANITY SET WHICH BELONGED TO ROBERT E. LEE'S DAUGHTER. LUCY BURKE GODDIN HAS ALSO PLACED ON LOAN A SELF-PORTRAIT OF FRANCES MAURY BURKE. THE MUSEUM IS OPEN ON CONFEDERATE DAYS OF REMEMBRANCE. TOURS OF THE MUSEUM ARE MADE AVAILABLE BY APPOINTMENT.2. THE ORGANIZATION DONATED $100 TO BETHEL CEMETERY FOR THE MAINTENANCE OF CONFEDERATE GRAVES.3. THE ORGANIZATION DONATES $100 ANNUALLY TO THE E. ELIZABETH SNEDDEN SCHOLARSHIP FUND ADMINISTERED BY VIRGINIA DIVISION UDC. MISS SNEDDEN WAS A CHAPTER MEMBER AT THE TIME OF HER DEATH. THE AWARD BEGAN WITH A DONATION FROM HER FAMILY FOLLOWING HER DEATH. THIS AWARD IS FOR A STUDENT ATTENDING A COMMUNITY COLLEGE OR TRADE SCHOOL.4. THE ORGANIZATION ADMINISTERS THE CAROLINE KEYS MEMORIAL SCHOLARSHIP. THE FUND PROVIDES $500 ANNUALLY TO A VIRGINIA RESIDENT WITH DOCUMENTED CONFEDERATE LINEAGE, ATTENDING A VIRGINIA INSTITUTION OF HIGHER EDUCATION MAJORING IN NURSING OR A HEALTH RELATED FIELD. IT HAS BEEN AWARDED FOR ACADEMIC 2024-2025 TO A STUDENT WHO IS ATTENDING RADFORD UNIVERSITY.5. THE ORGANIZATION DONATED $100 TO THE VIRGINIA DIVISION COFC (CHILDREN OF THE CONFEDERACY) PRESIDENT'S PROJECT. TO RESTORE THE CHAPEL ON THE FORMER GROUNDS OF THE R. E. LEE CONFEDERATE SOLDIERS' HOME IN RICHMOND.6. THE ORGANIZATION DONATED $100 TO BINNS-COUNTS COMMUNITY CENTER, MCCLURE, VA. THE FUNDS ARE TO HELP WITH THEIR COMMUNITY EFFORTS AT CHRISTMAS.7. THE ORGANIZATION DONATED $100 TO SAMARITAN'S PURSE. DONATION TO HELP FLOOD RELIEF EFFORTS IN WESTERN VIRGINIA AND NORTH CAROLINA.8. THE ORGANIZATION DONATED $100 TO SUSAN G. KOMEN FOR THE CURE. DONATION DURING BREAST CANCER AWARENESS MONTH.9. THE ORGANIZATION DONATED $75 TO ST. ANDREW AND ST. MARGARET OF SCOTLAND ANGLICAN CHURCH. DONATION TO PURCHASE FLOWERS FOR THE ALTAR ON CONFEDERATE MEMORIAL DAY (MAY 24).10. THE ORGANIZATION DONATED $100 TO WASHINGTON FARMS UMC CHURCH. THEY PERMITTED US TO USE THEIR HALL FOR A MEETING. WE MADE A DONATION AS A THANK YOU.11. THE ORGANIZATION DONATED $100 TO TEXAS DIVISION UDC TO ASSIST WITH RELIEF EFFORTS FOR THE VICTIMS OF THE SPRING FLOODS. AT LEAST ONE TEXAS DIVISION MEMBER LOST A GRANDCHILD WHEN THE CAMP WAS WASHED AWAY.12. THE ORGANIZATION DONATED $85 TO UNITED SOLDIERS AND SAILORS OF AMERICA. FOR A WINTER SURVIVAL KIT FOR HOMELESS VETERANS IN THE DC AREA.13. THE ORGANIZATION DONATED $75 TO VETERANS ADMIN. VOLUNTEER SERVICE FOR A SUMMER YOUTH INTERN. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST. AMOUNT: 164. TOTAL TO FORM 990-EZ, LINE 14: 72,809. FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: UDC MAGAZINE SUBSCRIPTIONS. AMOUNT: 625. DESCRIPTION: DIVISION MINUTES. AMOUNT: 36. DESCRIPTION: RESIDENTIAL RENTAL PROPERTY AT 806 PRINCE STREET. AMOUNT: 40,800. TOTAL TO FORM 990-EZ, LINE 8: 41,461. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: UNITED DAUGHTERS OF THE CONFEDERACY. AFFILIATE ADDRESS: 328 N ARTHUR ASHE BOULEVARD RICHMOND, VA 23220. PURPOSE OF PAYMENT: DUES. AMOUNT OF PAYMENT: 4,937. FORM 990-EZ, PART I, LINE 14 DESCRIPTION: ALARM EXP.. AMOUNT: 444. DESCRIPTION: ALEX RENEWAL. AMOUNT: 1,159. DESCRIPTION: CITY TAXES. AMOUNT: 2,512. DESCRIPTION: CLEANING. AMOUNT: 1,850. DESCRIPTION: DOMINION VA POWER. AMOUNT: 1,908. DESCRIPTION: EXTERMINATORS. AMOUNT: 576. DESCRIPTION: HVAC. AMOUNT: 195. DESCRIPTION: INSURANCE. AMOUNT: 12,190. DESCRIPTION: MASONRY. AMOUNT: 26,835. DESCRIPTION: PAINT/REPAIRS. AMOUNT: 12,497. DESCRIPTION: R&M ELECTRIC. AMOUNT: 1,401. DESCRIPTION: SUPPLIES. AMOUNT: 807. DESCRIPTION: VA AM WATER. AMOUNT: 546. DESCRIPTION: WASHINGTON GAS. AMOUNT: 4,113. DESCRIPTION: YARD MAINTENANCE. AMOUNT: 5,776. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,845. DESCRIPTION: DIVISION MINUTES. AMOUNT: 15. DESCRIPTION: SUBSCRIPTIONS. AMOUNT: 625. DESCRIPTION: IRON CROSS CEREMONY EXPENSES. AMOUNT: 680. DESCRIPTION: REIMBURSEMENTS. AMOUNT: 219. TOTAL TO FORM 990-EZ, LINE 16: 3,384. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS AMOUNT: 6,698. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: SECURITY DEPOSITS. BEG. OF YEAR AMOUNT: 2,679. END OF YEAR AMOUNT: 2,679. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.