2026-02-06T13:51:29-06:00 2025-03-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2024-04-01 131677400 COLONIAL DAMES OF AMERICA COLO 2128385489 417 E 61ST STREET NEW YORK NY 10065 EVELYN CHAPMAN AUCOIN TREASURER 2128385489 2026-02-03 1 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2024 2025-03-06 01:10:19Z EVELYN CHAPMAN AUCOIN 417 E 61ST STREET NEW YORK NY 10065 8350669 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 14 98 0 0 504025 292243 86059 73738 746586 1355630 25567 -50816 1362237 1670795 25000 16000 0 0 471999 440857 0 0 30482 579871 492511 1076870 949368 285367 721427 9085507 8486622 152664 106302 8932843 8380320 X SEE SCHEDULE O 0 0 328694 10009 THE 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. 224937 1000 38335 CDA PROGRAMS INCLUES ACIVITIES RELATED TO GENEALOGY, LIBRARY, ARCIVES, LECTURES, MEETINGS, HISTORICAL COMMEMORATIONS, BOOK AWARDS, AND HISTORIC PRESERVATION PROJECTS. 15013 15000 26479 THE CDA SCHOLARSHIP PROGRAM PROVIDES SCHOLARSHIPS TO INSTITUTIONS FOR STUDENT FELLOWSHIPS, HISTORY EDUCATION INITIATIVES, ARCHAEOLOGICAL STUDIES, AND HISTORIC PRESERVATION PROJECTS. 568644 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 14 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 1 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 LAURIE ALDINGER PRESIDENT 3.00 X X 0 0 0 ANNA RICH 1ST VICE PRESIDENT 3.00 X X 0 0 0 ELLEN TOZER 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 RACHEL TRIBBLE RECORDING SECRETARY 3.00 X X 0 0 0 LINDA AGUIRRE BOARD MEMBER 3.00 X 0 0 0 JENNIFER WALLACE DOBBS BOARD MEMBER 3.00 X 0 0 0 ANNE FARLEY 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 LAUREN ROSE BOARD MEMBER 3.00 X 0 0 0 VICKI SMITH BOARD MEMBER 3.00 X 0 0 0 NICOLE SHOLET EXECUTIVE DIRECTOR 40.00 X 125094 0 18616 125094 0 18616 1 0 0 0 0 120245 67622 104376 292243 MEETINGS AND FUNCTIONS 611430 26433 26433 MUSEUM ADMISSIONS, TOURS AND GIFT 900099 19636 19636 CLAIMS 900099 15000 15000 EDUCATIONAL PROGRAMS 611710 12669 12669 73738 126753 126753 7807370 6578493 1228877 1228877 1228877 5000 67622 43025 -38025 -38025 44480 58356 -13876 -13876 OTHER 900099 1085 1085 1085 1670795 74823 0 1303729 16000 16000 142144 74256 59403 8485 226582 118368 94689 13525 4062 2122 1698 242 40509 21162 16929 2418 27560 14397 11518 1645 1608 1238 370 71772 55256 16516 57053 57053 76505 58899 17606 3581 2496 1085 39634 29003 7549 3082 2250 1300 950 63909 49396 14513 5462 5462 65603 32871 32732 30962 15156 15806 PROGRAM AND EVENTS 52175 52175 CHAPTER EXPENSES 12682 11783 899 OTHER 7050 7050 FOREIGN TAX WITHHOLDING 1874 1874 391 254 137 949368 568644 350242 30482 3779 1980 258209 110777 28432 19741 24928 13024 185564 175182 4385770 2589118 1820446 1796652 6764149 6369266 9085507 8486622 104269 57244 48395 49058 152664 106302 X 7533258 7003712 1399585 1376608 8932843 8380320 9085507 8486622 721427 -1273950 0 X 0 1 X 1 0 X 439572 382815 352506 504025 292243 1971161 439572 382815 352506 504025 292243 1971161 57583 1913578 150910 186182 180458 163346 126753 807649 1726 2893 950 63 1085 6717 2785527 351842 0.68700 0.66290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 822246 822246 X X 1 1399585 3556 26533 1376608 1426531 4064 31010 1399585 1448372 5261 27102 1426531 1472321 8671 32620 1448372 1483344 4479 15502 1472321 0.63769 0.36231 0 0 3205911 2264812 941099 357613 292123 65490 822246 32183 790063 1796652 439162 -1273950 101381 -1172569 1611731 57053 2011 59064 1670795 991685 101381 101381 890304 57053 2011 59064 949368 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 58,356. GROSS-UP OF SPECIAL EVENT EXPENSES 43,025. PART XI, LINE 4B - OTHER ADJUSTMENTS: GROSS UP OF INTEREST INCOME NET WITH FOREIGN TAX EXP. 1,874. CASH RESERVE INTEREST EXPENSE 137. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 58,356. GROSS-UP OF SPECIAL EVENT EXPENSES 43,025. PART XII, LINE 4B - OTHER ADJUSTMENTS: GROSS UP OF FOREIGN TAX EXPENSE 1,874. CASH RESERVE INTEREST EXPENSE 137. ANNIVERSARY GALA 72622 67622 5000 34225 8800 72622 67622 5000 34225 8800 43025 -38025 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.