2026-07-29T11:12:34-04:00 2025-12-31 810769816 KAYEN & LIEPMANN PC PO BOX 1 NORWICH VT 050550001 990 2025-01-01 822783783 DARTMOUTH DRAGON FOUNDATION INC DART 6034431977 PO BOX 801 HANOVER NH 03755 HENRY NOLAN TREASURER AS OF 2026 2026-07-24 true KAREN G KAYEN P01282308 8026491689 2026-07-24 2025 2025-03-06 01:10:19Z JEFFREY W DAVIDSON 12455 STEPHEN PLACE ELM GROVE WI 531221960 683527 false X WWW.DARTMOUTHDRAGONFOUNDATION.ORG X 2018 NH TO PRESERVE AND CARRY ON THE EDUCATIONAL AND CHARITABLE TRADITIONS AND CEREMONIES OF THE DRAGON SENIOR SOCIETY ORGANIZATION WHICH, SINCE ITS FOUNDING IN 1898, HAS PROMOTED THE IDEALS OF ACADEMIC EXCELLENCE, COMMUNITY SERVICE, LEADERSHIP, HIGH MORAL PURPOSE, AND RESPECT FOR THE TRADITIONS OF THE COLLEGE; AND TO TRAIN AND EDUCATE SELECTED UNDERGRADUATE MEMBERS OF DARTMOUTH COLLEGE TO BECOME PROSPECTIVE LEADERS OF THE COLLEGE, LOCAL,NATIONAL, AND GLOBAL COMMUNITIES. 8 8 0 0 834130 546147 0 6246 1552 0 840376 547699 1750 3500 0 0 0 30000 178715 211641 180465 215141 659911 332558 930032 1301294 0 930032 1301294 X TO PRESERVE AND CARRY ON THE EDUCATIONAL AND CHARITABLE TRADITIONS AND CEREMONIES OF THE DRAGON SENIOR SOCIETY ORGANIZATION WHICH, SINCE ITS FOUNDING IN 1898, HAS PROMOTED THE IDEALS OF ACADEMIC EXCELLENCE, COMMUNITY SERVICE, LEADERSHIP, HIGH MORAL PURPOSE, AND RESPECT FOR THE TRADITIONS OF THE COLLEGE; AND TO TRAIN AND EDUCATE SELECTED UNDERGRADUATE MEMBERS OF DARTMOUTH COLLEGE TO BECOME PROSPECTIVE LEADERS OF THE COLLEGE, LOCAL,NATIONAL, AND GLOBAL COMMUNITIES. false false 118354 EDUCATION IN 2025, THE FOUNDATION ORGANIZED AND FULLY UNDERWROTE TWO PRIMARY EDUCATIONAL PROGRAMS. THE FIRST PROGRAM IS A DAY-LONG PROGRAM OF CAREER PANELS AND NETWORKING OPPORTUNITIES WHICH SERVES 35-50 UNDERGRADUATES ANNUALLY. THE FOUNDATION ALSO PLANS AND UNDERWRITES AN ANNUAL EDUCATIONAL WEBINAR SERIES, WHICH REACHES MORE THAN 1,500 DARTMOUTH ALUMNI AND THEIR FAMILIES AND APPROXIMATELY 60 UNDERGRADUATES ANNUALLY. IN ADDITION TO THE TWO FORMAL EDUCATIONAL PROGRAMS, THE FOUNDATION PROVIDES INFORMAL MENTORING OPPORTUNITIES TO THE UNDERGRADUATE STUDENTS THROUGH THE HOSTING OF ALUMNI VISITS. THE FOUNDATION ALSO MAKES THE DRAGON FACILITY AVAILABLE, FREE OF CHARGE, TO THE UNDERGRADUATE MEMBERS (APPROXIMATELY 60 STUDENTS ANNUALLY), WHO MAKE EXTENSIVE USE OF THE BUILDING'S MEETING AND STUDY SPACES THROUGH PEER-DRIVEN LEARNING ACTIVITIES INCLUDING INFORMAL ACADEMIC DISCOURSE, FULFILLMENT OF GROUP LEADERSHIP ROLES, GROUP GOAL SETTING AND PLANNING, COMMUNITY SERVICE PLANNING, AND BASIC FINANCIAL MANAGEMENT ACTIVITIES. THE FOUNDATION MAINTAINS THE FACILITY'S WIRELESS HIGH-SPEED CONNECTIVITY TO ENSURE THE STRONGEST SUPPORT OF UNDERGRADUATE LEARNING ACTIVITIES. 6859 3500 COMMUNITY SERVICE THE FOUNDATION MADE CHARITABLE DONATIONS TO LOCAL 501(C)(3) ORGANIZATIONS THAT SUPPORT THE UPPER VALLEY COMMUNITY IN THE AREAS OF EDUCATION, FOOD INSECURITY, DOMESTIC VIOLENCE PREVENTION AND COUNSELING, HOUSING INSECURITY/SHELTER SERVICES AND CHILDREN'S PROGRAMS. THE FOUNDATION ALSO MADE A DONATION TO PARTIALLY UNDERWRITE A PUBLIC SPEAKER SERIES, WHICH IS OPEN TO THE PUBLIC THROUGH BOTH IN-PERSON AND VIRTUAL DELIVERY OF THE PROGRAMMING, AT DARTMOUTH COLLEGE. 27340 HISTORICAL PRESERVATION THE FOUNDATION IS COMMITTED TO PRESERVING THE MORE THAN 125-YEAR HISTORY AND HISTORICAL ARCHITECTURE OF THE DARTMOUTH DRAGON SENIOR SOCIETY ON OBSERVATORY ROAD IN HANOVER, NH. IN 2025 THE FOUNDATION UNDERWROTE COSTS ASSOCIATED WITH MAINTAINING AND PRESERVING THE HISTORICAL PHYSICAL STRUCTURE. THE DRAGON BUILDING ALSO SERVES AS A REPOSITORY FOR BOTH DRAGON SENIOR SOCIETY AND DARTMOUTH COLLEGE-RELATED HISTORICAL DOCUMENTS AND MEMORABILIA. 152553 true true false false false false false false false false 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 true false false false false false false false false false false false true 9 0 0 false false false false false false false false X 8 8 false false false false false false false true true false false true true true true true true false false false NH X SHAFIKA KHAYATT 6036673187 2618 HILLSIDE RD WOODSTOCK VT 050914481 SHAFIKA KHAYATT EXEC DIRECTO 25.00 X 95000 0 0 DAVID ADAMS DIRECTOR EX 0.50 X 0 0 0 CHRISTIAN ATWOOD CIRECTOR 0.50 X 0 0 0 MARTIN BERNSTEIN DIRECTOR 0.50 X 0 0 0 TREVOR BYRNE DIRECTOR 0.50 X 0 0 0 HUGH JESSIMAN DIRECTOR 0.50 X 0 0 0 W JOSEPH MALONEY DIRECTOR 0.50 X 0 0 0 JAMES MORRISON SECRETARY 0.50 X X 0 0 0 JEFFREY W DAVIDSON CHAIR 1.00 X 0 0 0 JEFFREY A ELDRIDGE VICE CHAIR/T 1.00 X 0 0 0 95000 false false false 546147 546147 11065 11065 126301 14 135828 -9527 14 -9513 14 -9527 547699 14 1538 X 3500 3500 3734 3734 8395 8395 6725 6725 95969 67178 9597 19194 6355 6355 3614 787 885 1942 9781 7825 1956 50144 49106 853 185 13527 13159 368 11000 11000 2397 2397 215141 152555 32586 30000 14645 32436 475387 414737 440000 11000 440000 429000 425121 930032 1301294 0 0 X 930032 1301294 930032 1301294 930032 1301294 332558 38704 X false false X 58557 161508 295504 394130 546147 1455846 58557 161508 295504 394130 546147 1455846 17501 58811 156000 50000 111730 394042 17501 58811 156000 50000 111730 394042 1061804 1719 6246 11065 19030 1719 6246 11065 19030 58557 161508 297223 400376 557212 1474876 0.71990 0.66880 0.01000 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 440000 11000 429000 429000 BOOMA SOLUTIONS LLC EXECUTIVE DIREC CONSULTANT FEES false TREVOR BYRNE VOTING DIRECTOR false SCHEDULE L, PART V THE ORGANIZATION'S EXECUTIVE DIRECTOR, SHAFIKA KHAYATT, IS A FORMER VOTING DIRECTOR. SHE IS AN INDEPENDENT CONTRACTOR WHO, THROUGH HER BUSINESS, BOOMA SOLUTIONS LLC, FUNCTIONS AS THE ORGANIZATION'S NON-VOTING EXECUTIVE DIRECTOR. TREVOR BYRNE IS A CURRENT VOTING DIRECTOR WHO WORKS AT MORGAN STANLEY. MR. BYRNE FACILITATED THE WAIVING OF THE STANDARD 2 MILLION MINIMUM FUNDS THRESHOLD REQUIRED FOR THEIR INVESTMENT TEAM TO MANAGE THE FOUNDATION'S FUNDS THUS PROVIDING THE ORGANIZATION WITH ACCESS TO THE BANK'S EXTENSIVE RESOURCES AND INVESTMENT EXPERTISE THAT WOULD OTHERWISE BE UNAVAILABLE TO A PORTFOLIO OF THE ORGANIZATION'S SIZE. IN ADDITIOIN, MR. BYRNE SIGNED A MEMORANDUM OF UNDERSTANDING (MOU) WITH THE ORGANIZATION THAT RECUSES HIM FROM ANY AND ALL VOTES CONCERNING THE INVESTMENT ACCOUNT, PROHIBITS HIM FROM MANAGING THE ACCOUNT AT MORGAN STANLEY, AND PROHIBITS HIM FROM SERVING ON THE ORGANIZATION'S FINANCE COMMITTEE (THE COMMITTEE WITH RESPONSIBILITY OVER THE INVESTMENT ACCOUNT) AS LONG AS THE FUNDS ARE INVESTED AT MORGAN STANLEY. FORM 990 - ORGANIZATION'S MISSION TO PRESERVE AND CARRY ON THE EDUCATIONAL AND CHARITABLE TRADITIONS AND CEREMONIES OF THE DRAGON SENIOR SOCIETY ORGANIZATION WHICH, SINCE ITS FOUNDING IN 1898, HAS PROMOTED THE IDEALS OF ACADEMIC EXCELLENCE, COMMUNITY SERVICE, LEADERSHIP, HIGH MORAL PURPOSE, AND RESPECT FOR THE TRADITIONS OF THE COLLEGE; AND TO TRAIN AND EDUCATE SELECTED UNDERGRADUATE MEMBERS OF DARTMOUTH COLLEGE TO BECOME PROSPECTIVE LEADERS OF THE COLLEGE, LOCAL,NATIONAL, AND GLOBAL COMMUNITIES. FORM 990, PAGE 2, PART III, LINE 4A EDUCATION IN 2025, THE FOUNDATION ORGANIZED AND FULLY UNDERWROTE TWO PRIMARY EDUCATIONAL PROGRAMS. THE FIRST PROGRAM IS A DAY-LONG PROGRAM OF CAREER PANELS AND NETWORKING OPPORTUNITIES WHICH SERVES 35-50 UNDERGRADUATES ANNUALLY. THE FOUNDATION ALSO PLANS AND UNDERWRITES AN ANNUAL EDUCATIONAL WEBINAR SERIES, WHICH REACHES MORE THAN 1,500 DARTMOUTH ALUMNI AND THEIR FAMILIES AND APPROXIMATELY 60 UNDERGRADUATES ANNUALLY. IN ADDITION TO THE TWO FORMAL EDUCATIONAL PROGRAMS, THE FOUNDATION PROVIDES INFORMAL MENTORING OPPORTUNITIES TO THE UNDERGRADUATE STUDENTS THROUGH THE HOSTING OF ALUMNI VISITS. THE FOUNDATION ALSO MAKES THE DRAGON FACILITY AVAILABLE, FREE OF CHARGE, TO THE UNDERGRADUATE MEMBERS (APPROXIMATELY 60 STUDENTS ANNUALLY), WHO MAKE EXTENSIVE USE OF THE BUILDING'S MEETING AND STUDY SPACES THROUGH PEER-DRIVEN LEARNING ACTIVITIES INCLUDING INFORMAL ACADEMIC DISCOURSE, FULFILLMENT OF GROUP LEADERSHIP ROLES, GROUP GOAL SETTING AND PLANNING, COMMUNITY SERVICE PLANNING, AND BASIC FINANCIAL MANAGEMENT ACTIVITIES. THE FOUNDATION MAINTAINS THE FACILITY'S WIRELESS HIGH-SPEED CONNECTIVITY TO ENSURE THE STRONGEST SUPPORT OF UNDERGRADUATE LEARNING ACTIVITIES. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS CIRCULATED TO BOARD MEMBERS IN ADVANCE OF FILING. THE MEMBERS HAVE AN OPPORTUNITY TO REVIEW, ASK QUESTIONS AND MAKE SUGGESTIONS BEFORE THE RETURN IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C EACH BOARD MEMBER IS REQUIRED TO SIGN AN ANNUAL STATEMENT AFFIRMING THAT HE/SHE HAS RECEIVED THE CONFLICT OF INTEREST POLICY, READ IT AND AGREES TO COMPLY WITH THE POLICY. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S FORM 990 AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT & PROFESSIONAL FEES 67,178 9,597 19,194