2024-04-19T15:01:15-05:00 2023-12-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990 2023-01-01 636053721 NATIONAL SOCIETY OF COLONIAL DAMES OF AM COLO 2058203141 P O BOX 11647 BIRMINGHAM AL 35202 REGIONS BANK TRUSTEE TRUST OFFICER 2058203141 2024-04-18 true true JEFFREY E KUHLIN P00353001 4123556000 2024-04-18 X 2023 2023-04-26 12:10:37Z REGIONS BANK 250 RIVERCHASE PKWAY BIRMINGHAM AL 35244 215721 false X N/A X 1965 AL TO SUPPORT THE NATIONAL SOCIETY OF COLONIAL DAMES BY PROVIDING FOR UPKEEP, PERPETUAL CARE, PRESERVATION, RESTORATION AND FURNISHING OF FORT CONDE-CHARLOTTE HOUSE IN MOBILE, ALABAMA. 13 12 0 0 0 13145 10305 0 201300 50612 0 214445 60917 39925 41545 0 1076 3723 0 0 1854 2093 42855 47361 171590 13556 956262 969791 0 0 956262 969791 TO SUPPORT THE NATIONAL SOCIETY OF COLONIAL DAMES BY PROVIDING FOR UPKEEP, PERPETUAL CARE, PRESERVATION, RESTORATION AND FURNISHING OF FORT CONDE-CHARLOTTE HOUSE IN MOBILE, ALABAMA. false false 41545 41545 PROVIDED FUNDS TO THE NATIONAL SOCIETY OF COLONIAL DAMES FOR USES AS PROVIDED FOR IN THE TRUST DOCUMENT AND UPON RECOMMENDATION OF THE GOVERNING COMMITTEE FOR THE FORT CONDE-CHARLOTTE HOUSE. 41545 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 false false true false false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false false X 13 12 false false false false false false false true false false false false false false false true false false AL X REGIONS BANK 2058203141 250 RIVERCHASE PARKWAY EAST BIRMINGHAM AL 35244 MRS THOMAS TROY ZIEMAN JR COMMITTEE MEMBER X 0 0 0 REGIONS BANK TRUSTEE 1.0 X 3485 0 0 MRS JAMES WALLACE PORTER II SECOND VICE-PRESIDENT X 0 0 0 LIBBY SHAW CHAIRMAN X 0 0 0 LOUISE RAYFORD STATE PRESIDENT X 0 0 0 MRS WILLIS JAMES MERIWETHER III VICE-PRESIDENT X 0 0 0 MRS EDWARD GUERRANT WOODSON JR VICE-PRESIDENT X 0 0 0 MRS RICHARD LAMAR JEFFERS III VICE-PRESIDENT X 0 0 0 MRS RUBEN WRIGHT COOK TREASUER X 0 0 0 MRS JAMES WALLACE PORTER II VICE PRESIDENT X 0 0 0 MRS CAROLINE CHILDERS MAJORS SELMA CENTER CHAIR X 0 0 0 LAURA CLARK CHAIRPERSON X 0 0 0 TOODY SULLIVAN BIRMINGHAM CENTER CHAIR X 0 0 0 LOUISE RAYFORD CO-CHAIR, MUSEUM PROPERTIES COMMITTEE X 0 0 0 ANNE TIDMORE MONTGOMERY CENTER CHAIR X 0 0 0 MISSY RIDGEWAY SHOALS CENTER CHAIR X 0 0 0 DIBBA SPEARS AUBURN/OPELIKA TOWN COMMITTEE CHAIR X 0 0 0 EVIE MAULDIN SHOALS TOWN COMMITTEE CHAIR X 0 0 0 KATHLEEN NOOJIN TENNESSEE VALLEY TOWN COMMITTEE CHAIR X 0 0 0 KATHRINE BUTLER CO-CHAIR, MUSEUM PROPERTIES COMMITTEE X 0 0 0 CHRISTINE WARREN CO-CHAIR, MUSEUM PROPERTIES COMMITTEE X 0 0 0 MARGARET TROIANO BIRMINGHAM COMMITTE CHAIR X 0 0 0 LINYER ZIEMAN MOBILE COMMITTEE CHAIR X 0 0 0 NANCY BRADFORD MONTGOMERY COMMITTEE CHAIR X 0 0 0 KATHRYN HARWOOD TUSCALOOSA COMMITTEE CHAIR X 0 0 0 EARLE WILKES AUBURN COMMITTEE CHAIR X 0 0 0 SHIRLEY MCCRARY TENN. VALLEY COMMITTEE CHAIR X 0 0 0 MARGARET TROIANO BIRMINGHAM X 0 0 0 MARY TURNER PRESIDENT X 0 0 0 ELIZABETH MATTHEWS STATE TREASURER X 0 0 0 GRACE HOBBS STATE AT LARGE X 0 0 0 LIBBY SHAW CHAIRMAN X 0 0 0 KATHRINE BUTLER CO-CHAIR X 0 0 0 CHRISTINE WARREN CO-CHAIR X 0 0 0 MARGARET TROIANO BIRMINGHAM COMMITEE CHAIR X 0 0 0 LINYER ZIEMAN MOBILE COMMITTEE CHAIR X 0 0 0 NANCY BRADFORD MONTGOMERY COMMITTEE CHAIR X 0 0 0 KATHRYNHARWOOD TUSCALOOSA COMMITTEE CHAIR X 0 0 0 EMILY SPARROW AUBURN/OPELIKA COMMITTEE CHAIR X 0 0 0 MISSY RIDGEWAY SHOALS COMMITTEE CHAIR X 0 0 0 SHIRLEY MCCRARY TENNESSEE VALLEY COMITTEE CHAIR X 0 0 0 ALIE CAUSEY STATE AT LARGE COMMITTEE CHAIR X 0 0 0 3485 0 0 true false false 10305 10305 23058 23058 182358 154804 27554 27554 27554 60917 50612 41545 41545 3723 3723 1300 1300 793 793 OTHER INVESTMENT EXPENSES FOREIGN TAX WITHHELD 47361 41545 5816 0 56706 26693 899556 943098 956262 969791 0 0 X 956262 969791 956262 969791 956262 969791 X 13556 -27 X false false false X 3925 2600 7460 13145 10305 37435 3925 2600 7460 13145 10305 37435 37435 28707 26970 25053 30133 22997 133860 171295 0.21850 0.18800 X 0 0 0 0 0 0 SCH A PART 2 LINE 17A THE ORGANIZATION IS A TRUST ESTABLISHED TO FUND AND ACCEPT CONTRIBUTIONS FROM DONORS IN ORDER TO SUPPORT THE COLONIAL DAMES OF AMERICAN IN ALABAMA IN THEIR WORK TO BENEFIT THE PUBLIC IN THE UPKEEP, PERPETUAL CARE, PRESERVATION RESTORATION AND FURNISHING OF FORT CONDE CHARLOTTE HOUSE IN MOBILE AL. THE TRUST CONSISTS OF THE CORPORATE TRUSTEE AND DIRECTORS OF THE MEMORIAL TRUST, THE MAJORITY SCH A PART 2 LINE 17A CONT OF WHOM ARE SELECTED BY THE PRESIDENT OF THE ALABAMA SOCIETY OF DAMES. THE GOVERNING COMMITTEE IS TO CONSIST OF SEVEN (7) MEMBERS. THE GOVERNING COMMITTEE APPROPRIATES AND DIRECTS THE DISTRIBUTIONS OF ANNUAL INCOME AVAILABLE. true NATIONAL SOCIETY OF COLONIAL DAMES 104 THEATRE STREET MOBILE AL 36602 591164289 170(b)(1)(A)(vi) 41545 Book Value TO SUPPORT THE NATIONAL SOCIETY OF COLONIAL DAMES BY PROVIDING FOR UPKEEP, CARE AND PRESERVATION OF FORT CONDE-CHARLOTTE HOUSE IN MOBILE, AL. EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 THE GOVERNING COMMITTEE ANNUALLY ADOPTS A BUDGET TO FUND VARIOUS PROJECTS THAT BENEFIT THE FORT CONDE-CHARLOTTE HOUSE, AND ARE VOTED ON BY THE COMMITTEE MEMBERS. PART VI, SECTION B, POLICIES 12a, 13 and 14 WHILE THE COLONIAL DAMES OF ALABAMA TRUST DOES NOT HAVE A WRITTEN CONF LICT OF INTEREST POLICY, A WRITTEN WHISTLEBLOWER OR A WRITTEN RETENTIO N AND DESTRUCTION POLICY, REGIONS BANK, THE CORPORATE TRUSTEE,DOES HAV E A WRITTEN CONFLICT OF INTEREST, WHISTLEBLOWER, AND DOCUMENT RETENTIO N AND DESTRUCTION POLICIES. ALL BANK POLICIES ARE MONITORED BY BANK MA NAGEMENT. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a THE CURRENT GOVERNING COMMITTEE OF THE COLONIAL DAMES ARE DIRECTORS OF THE TRUST. REGIONS BANK IS THE CORPORATE TRUSTEE. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b CORPORATE TRUSTEE HAS NOT SET UP ANY COMMITTEES TO ACT ON ITS BEHALF .THE GOVERNING COMMITTEE FOR THE TRUST, WHICH IS MADE UP OF THE CURRENT BOARD MEMBERS OF THE COLONIAL DAMES IN ALABAMA, DOCUMENTS ITS PERIODIC MEETINGS AND PROVIDES ITS RECOMMENDATIONS REGARDING DISTRIBUTIONS AS TO AMOUNT AND TIMING, TO THE CORPORATE TRUSTEE. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW THE CORPORATE TRUSTEE PREPARES THE FORM 990. SENIOR TAX DEPARTMENT STAFF REVIEWS THE RETURN FOR ACCURACY AS TO CONTENT AND CALCULATIONS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 15a CORPORATE TRUSTEE IS THE ONLY COMPENSATED MEMBER OF THE FOUNDATION'S GOVERNING BODY. CORPORATE TRUSTEE FEES ARE BASED UPON PUBLISHED FEE SCHEDULES. FORM 990, PAGE 6, PART VI, LINE 19 THE CORPORATE TRUSTEE MAKES THE TAX RETURN AND GOVERNING DOCUMENTS AVAILABLE UPON WRITTEN REQUEST. PAPER COPIES WILL BE PROVIDED. EXPLANATION FOR FORM 990, PART XI, LINE 9 MUTUAL FUND TIMING DIFFERENCE ($42), CY PURCHASE OF ACCRUED INTEREST ($-16), PY PURCHASE OF ACCRUED INTEREST ($9), CY PENDING SALES ($-29), PY PENDING SALES ($-8), COST BASIS ADJUSTMENT ($-25) NATIONAL SOCIETY OF COLONIAL DAMES 104 THEATRE STREET MOBILE AL 36602 591164289 SUPPORT HISTORICAL SITE AL 170 (b) (1) (A) (vi) 501 (c) (3) N/A false false true false false false false false false false false false false false false false false false false false