2024-01-15T15:54:22-06:00 2023-08-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990EZ 2022-09-01 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 2024-01-15 1 DEBORAH MULLINS XXX-XX-XXXX 0 ROBERT WILLIAMS P01345960 5712279500 2024-01-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z 0882 MODIFIED CASH X N/A X X 59292 X 11439 3081 53 2884 2734 150 65 365 -300 41770 56193 6045 3627 33942 6928 50542 5651 113922 0 119573 X 116601 122252 116601 122252 2679 2679 113922 119573 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. *TO ASSIST DESCENDANTS OF WORTHY CONFEDERATES IN SECURING A PROPER EDUCATION.*TO FULFILL THE SACRED DUTY OF BENEVOLENCE TOWARD THE SURVIVORS OF THE WAR AND THOSE DEPENDENT UPON THEM.*TO HONOR THE MEMORY OF THOSE WHO SERVED AND THOSE WHO FELL IN THE SERVICE OF THE CONFEDERATE STATES OF AMERICA.*TO RECORD THE PART PLAYED DURING THE WAR BY SOUTHERN WOMEN, INCLUDING THEIR PATIENT ENDURANCE OF HARDSHIP, THEIR PATRIOTIC DEVOTION DURING THE STRUGGLE, AND THEIR UNTIRING EFFORTS DURING THE POST-WAR RECONSTRUCTION OF THE SOUTH. *TO CHERISH THE TIES OF FRIENDSHIP AMONG THE MEMBERS OF THE ORGANIZATION.DURING THE FISCAL YEAR, VOLUNTEERS PERFORMED PROGRAMMATIC SERVICES FOR THE ORGANIZATION. THESE IMPORTANT VOLUNTEER HOURS APPROXIMATELY TOTALED 1,209 DURING THE FISCAL YEAR 6045 6047 6047 DEBORAH MULLINS CHAPTER PRESIDENT 20.00 0 0 0 KELLY FAHEL CHAPTER VP 1.00 0 0 0 NATALIE FLOYD CHAPTER 3RD VICE PRES. 2.00 0 0 0 CHARLOTTE PAYNE WRIGHT CHAPTER TREASURER 5.00 0 0 0 SHERRY BROWNE CHAPTER RECORDING SECRETARY 1.00 0 0 0 CAROLINE EATON HOUSE OVERSIGHT BD MEMBER 2.00 0 0 0 LUANN WHITTENBURG HOUSE OVERSIGHT BD MEMBER 1.00 0 0 0 JANET CASHION HOUSE OVERSIGHT BD MEMBER 2.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLOTTE PAYNE WRIGHT 806 PRINCE STREET ALEXANDRIA VA 22314 7035048114 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 15251 21449 13709 17122 14520 82051 15251 21449 13709 17122 14520 82051 82051 43857 43859 43844 40994 39853 212407 42 580 580 736 516 2454 296912 7726 0.27630 0.26720 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 27.63%.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 LIVE 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 WAS HELD IN DECEMBER. A FUNDRAISER TEA WAS HELD IN JUNE, ALSO TO BENEFIT THE MUSEUM. MORE FUNDRAISING EVENTS ARE PLANNED FOR THE FUTURE. 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. SEVERAL NEW ARTIFACTS WERE PURCHASED THIS YEAR.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. THERE WAS NO RECIPIENT IN FY 2022.5. THE ORGANIZATION DONATED $675 TO BINNS COUNTS COMMUNITY CENTER IN SUPPORT OF THE SERVICES THEY PROVIDE THEIR CLIENTS.6. THE ORGANIZATION COLLECTS AND DONATES PERSONAL CARE ITEMS AND CHRISTMAS CARDS FOR THE PATIENTS AT THE VETERANS' HOSPITAL IN WASHINGTON, DC WITH ESTIMATED VALUE $350.00.7. THE ORGANIZATION DONATED PERSONAL/FEMININE CARE ITEMS TO AN OUTREACH PROJECT HEADED BY A LOCAL POLICE OFFICER TO ASSIST THE ALEXANDRIA HOMELESS. ESTIMATED VALUE APPROXIMATELY $150.008. THE ORGANIZATION DONATED $252 TO THE VIRGINIA DIVISION COFC (CHILDREN OF THE CONFEDERACY) PRESIDENT'S PROJECT. FUNDS TO GO TO REFURBISHING THE WOODEN DOORS AT HISTORIC BLANDFORD CHURCH IN PETERSBURG, VA. 9. THE ORGANIZATION DONATED $100 TO SOCIAL RESPONSIBILITY GROUP/FRIENDS OF DOUGLASS CEMETERY. THIS HISTORIC AFRICAN-AMERICAN CEMETERY IN ALEXANDRIA IS ATTEMPTING TO SOLVE A MAJOR DRAINAGE ISSUE AND CLEAN UP THE CEMETERY. 10. THE ORGANIZATION DONATED $75.00 TO ST. ANDREW AND ST. MARGARET'S OF SCOTLAND ANGLICAN CHURCH.11. THE ORGANIZATION DONATED $100 TO VAVS (VETERANS ADMINISTRATION VOLUNTEER SERVICE) FOR A SUMMER INTERN. FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST. AMOUNT: 53. TOTAL TO FORM 990-EZ, LINE 14: 33,942. FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY INCOME: GROSS RECEIPTS: 65. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 365. GROSS PROFIT: -300. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 365. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 365. FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: UDC MAGAZINE SUBSCRIPTIONS. AMOUNT: 340. DESCRIPTION: DIVISION MINUTES. AMOUNT: 23. DESCRIPTION: MISCELLANEOUS. AMOUNT: 155. DESCRIPTION: COINS FROM WASHER AND DRYER. AMOUNT: 21. DESCRIPTION: MVCC LUNCHES. AMOUNT: 1,431. DESCRIPTION: RESIDENTIAL RENTAL PROPERTY AT 806 PRINCE STREET. AMOUNT: 39,800. TOTAL TO FORM 990-EZ, LINE 8: 41,770. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: UNITED DAUGHTERS OF THE CONFEDERACY NATIONAL. AFFILIATE ADDRESS: 328 N ARTHUR ASHE BOULEVARD RICHMOND, VA 23220. PURPOSE OF PAYMENT: DUES. AMOUNT OF PAYMENT: 2,762. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: E. SNEDDEN SCHOLARSHIP. AMOUNT GIVEN: 100. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: PRESIDENT'S PROJECT. AMOUNT GIVEN: 252. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: ALL OTHER DONATIONS. AMOUNT GIVEN: 2,931. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 3,283. FORM 990-EZ, PART I, LINE 14 DESCRIPTION: INSURANCE. AMOUNT: 6,989. DESCRIPTION: MAINTENANCE & UPKEEP. AMOUNT: 7,416. DESCRIPTION: UTILITIES. AMOUNT: 10,440. DESCRIPTION: TAXES (CITY OF ALEXANDRIA). AMOUNT: 2,286. DESCRIPTION: ALARM EXPENSE. AMOUNT: 324. DESCRIPTION: CLEANING. AMOUNT: 2,330. DESCRIPTION: SUPPLIES. AMOUNT: 329. DESCRIPTION: STORM WATER FEE, CITY OF ALEXANDRIA. AMOUNT: 147. DESCRIPTION: VA WATER. AMOUNT: 2,514. DESCRIPTION: EXTERMINATORS. AMOUNT: 634. DESCRIPTION: INSPECTION. AMOUNT: 195. DESCRIPTION: STATUE MOVING. AMOUNT: 300. DESCRIPTION: PAINT SUPPLIES. AMOUNT: 38. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: MISCELLANEOUS. AMOUNT: 397. DESCRIPTION: CHRISTMAS LUNCHEON. AMOUNT: 1,155. DESCRIPTION: DIVISION MINUTES. AMOUNT: 24. DESCRIPTION: SUBSCRIPTIONS. AMOUNT: 549. DESCRIPTION: IRON CROSS CEREMONY EXPENSES. AMOUNT: 531. DESCRIPTION: OFFICERS' EXPENSES. AMOUNT: 338. DESCRIPTION: GIFTS/GOODWILL. AMOUNT: 575. DESCRIPTION: ARTIFACT CONSERVATION. AMOUNT: 117. DESCRIPTION: PURCHASE OF ARTIFACT TO DISPLAY. AMOUNT: 2,692. DESCRIPTION: AWARDS FOR MEMBERS. AMOUNT: 190. DESCRIPTION: SAFE DEPOSIT BOX AT BANK. AMOUNT: 60. DESCRIPTION: MARCH LUNCHEON . AMOUNT: 300. TOTAL TO FORM 990-EZ, LINE 16: 6,928. 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.