2026-09-10T15:56:06-05:00 2025-12-31 042536173 LIVINGSTON & HAYNES PC 40 GROVE STREET WELLESLEY MA 024827711 990 2025-01-01 042104718 THE NATIONAL SOC OF THE COLONIAL DAMES OF AMERICA IN THE COMM OF MA NATI 6177423190 55 BEACON STREET BOSTON MA 02108 CAROLYN SAALFIELD HAWLEY PRESIDENT 6177423190 2026-09-08 1 MARIA BUNKER P00652618 7812373339 2026-09-08 2025 CAROLYN SAALFIELD HAWLEY 55 BEACON STREET BOSTON MA 02108 1391159 0 X WWW.NSCDAMA.ORG X 1893 MA TO PROMOTE NATIONAL HERITAGE THROUGH HISTORIC PRESERVATION, PATRIOTIC SERVICE AND EDUCATIONAL PROJECTS. 19 19 3 125 0 0 507765 274946 77097 56187 231552 345509 124931 127130 941345 803772 0 0 0 0 119441 131704 0 0 18328 369702 444221 489143 575925 452202 227847 5726281 6304208 79377 121724 5646904 6182484 X THE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA ACTIVELY PROMOTES OUR NATIONAL HERITAGE THROUGH HISTORIC PRESERVATION, PATRIOTIC SERVICE AND EDUCATIONAL PROJECTS. 0 0 403757 63667 THE MASSACHUSETTS COLONIAL DAMES OWNS OR OPERATES THREE HISTORIC HOUSES IN MASSACHUSETTS - THE PRESCOTT HOUSE IN BOSTON, QUINCY HOMESTEAD IN QUINCY, AND MARTIN HOUSE FARM IN SWANSEA. OUR PROPERTIES ARE OPEN TO THE PUBLIC FROM MAY TO NOVEMBER AND AT OTHER TIMES BY SPECIAL ARRANGEMENT.PRESCOTT HOUSE:REFERRED TO AS A "NEIGHBORHOOD HIDDEN GEM" BY THE BEACON HILL TIMES. THIS BEAUTIFUL MANSION IS LOCATED ACROSS FROM THE BOSTON COMMON. VOTED IN 2018, ONE OF THE TOP 8 EXAMPLES OF FEDERAL ARCHITECTURE BY BOSTON CURBED AND ONE OF THE SEVEN BOSTON HOUSE MUSEUMS TO VISIT BY BOSTON MAGAZINE, THE WILLIAM HICKLING PRESCOTT HOUSE, AT 55 BEACON STREET, AND THE ADJOINING HOME AT 54 BEACON STREET, WERE BUILT IN 1808 FOR THE BOSTON MERCHANT, JAMES SMITH COLBURN. THESE FEDERAL PERIOD TWIN HOUSES OVERLOOK BOSTON COMMON. THE LAND WAS ONCE OWNED BY JOHN SINGLETON COPLEY, AMERICA'S MOST ACCOMPLISHED COLONIAL PORTRAIT PAINTER.QUINCY HOMESTEAD:A NATIONAL HISTORIC LANDMARK, THE QUINCY HOMESTEAD IS SIGNIFICANT FOR ITS ROLE IN EARLY AMERICAN HISTORY, FOR ITS ARCHITECTURE, AND FOR ITS QUINCY FAMILY ASSOCIATION. THE PROPERTY, LOCATED AT THE CORNER OF HANCOCK STREET AND BUTLER ROAD, IS PART OF THE ORIGINAL LAND THAT EDMUND QUINCY ACQUIRED FOR A FARM IN THE 1630S. THE PRESENT HOUSE, DATING FROM 1686, WAS ENLARGED AND ENHANCED OVER A PERIOD OF MORE THAN 200 YEARS. ITS MAJESTIC GEORGIAN FRONTISPIECE AND GAMBREL ROOF, WITH DISTINCTIVE DORMER WINDOWS, GIVE THE BUILDING A STATELY AND SUBSTANTIAL APPEARANCE.THE HOMESTEAD SERVED AS A HOME FOR FIVE GENERATIONS OF QUINCYS, ONE OF THE LEADING FAMILIES OF MASSACHUSETTS. THEIR PROGENY INCLUDE PRESIDENT JOHN QUINCY ADMMS AND DR. OLIVER WENDELL HOLMES. LEADING UP TO THE AMERICAN REVOLUTION, THE RESIDENCE WAS A MEETING PLACE FOR MANY AMERICAN PATRIOTS SUCH AS JOHN ADAMS, JOSIAH QUINCY AND JOHN HANCOCK. THE HOUSE WAS ALSO THE CHILDHOOD HOME OF DOROTHY QUINCY HANCOCK, THE FIRST FIRST LADY OF MASSACHUSETTS, THE WIFE OF JOHN HANCOCK, THE PRESIDENT OF THE SECOND CONTINENTAL CONGRESS, THE FIRST SIGNER OF THE DECLARATION OF INDEPENDENCE, AND THE FIRST GOVERNOR OF THE COMMONWEALTH.MARTIN HOUSE FARM:THE MARTIN HOUSE FARM IS A RARE EXAMPLE OF AN 18TH AND EARLY 19TH CENTURY FARM WHICH STILL RETAINS THE CHARACTER OF ITS ORIGINAL SETTING. IT CONSISTS OF THE HOUSE, TWO BARNS AND CULTIVATED FIELDS SURROUNDED BY DRY STONE WALLS AND WOODLANDS. THE HOME WAS LIVED IN CONTINUOUSLY BY MEMBERS OF THE MARTIN FAMILY FOR OVER 200 YEARS. IN 1930 IT WAS GIVEN TO THE NATIONAL SOCIETY OF THE COLONIAL DAMES IN THE COMMONWEALTH OF MASSACHUSETTS BY SUSAN TABER MARTIN ALLIEN, AN EIGHTH-GENERATION MARTIN AND A MEMBER OF THE NEW YORK SOCIETY OF THE COLONIAL DAMES. IN 1979 THE MARTIN HOUSE FARM WAS PLACED ON THE NATIONAL REGISTER OF HISTORIC PLACES, AN OFFICIAL LIST OF CULTURAL RESOURCES WORTHY OF PRESERVATION.WE ALSO MAINTAIN AN IMPORTANT COSTUME COLLECTION (ANTIQUE WOMEN'S CLOTHING COLLECTION). WE REGULARLY DISPLAY SELECTED ITEMS FROM OUR COSTUME COLLECTION IN OUR HOUSES, AND OFFER SPECIAL EXHIBITS FROM TIME TO TIME. OUR COSTUME COLLECTION IS OPEN TO PEOPLE DOING RESEARCH IN THE FIELD, AND APPROPRIATE ITEMS CAN BE LOANED TO OTHER ORGANIZATIONS FOR SPECIAL EVENTS.WE SPONSOR OR HOST PROJECTS RELATED TO PATRIOTIC SERVICE, SUCH AS A RECEPTION FOR VETERANS. WE ARE ONE OF 44 STATE SOCIETIES OF THE NATIONAL NSCDA. THROUGH THE NATIONAL ORGANIZATION WE CONTRIBUTE TO AN INDIAN NURSE SCHOLARSHIP PROGRAM, A SCHOLARSHIP PROGRAM FOR GRADUATE STUDENTS IN AMERICAN HISTORY, A HIGH SCHOOL ESSAY CONTEST, AND THE SUPPORT OF THREE NATIONAL HISTORIC HOUSES. WE PARTICIPATE IN THE SMITHSONIAN INSTITUITION'S NATIONAL PORTRAIT SURVEY AND THE NDCSA'S HISTORIC SAMPLER SURVEY, EACH OF WHICH ADDS TO OUR UNDERSTANDING OF OUR PAST. 403757 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 MA X X X JANE COBB TREASURER 6177423190 55 BEACON STREET BOSTON MA 02108 X CAROLYN SAALFIELD HAWLEY PRESIDENT 2.00 0.00 X X 0 0 0 PAULA PIERCE VICE PRESIDENT 2.00 0.00 X X 0 0 0 ELIZABETH CRAMER GRAHAM BOARD MANAGER 1.00 0.00 X 0 0 0 SUSAN PHINNEY RECORDING SECRETARY 2.00 0.00 X X 0 0 0 SARAH PARKER MEIGS VICE PRESIDENT/CORRESPONDING SECRETARY 2.00 0.00 X X 0 0 0 JANE WHITMAN COBB TREASURER 2.00 0.00 X X 0 0 0 GAIL SMITH MURPHY ASSISTANT TREASURER 2.00 0.00 X X 0 0 0 AMY LOWELL FLYNN BOARD MANAGER 1.00 0.00 X 0 0 0 MARY BOWLING KEATING BOARD MANAGER 1.00 0.00 X 0 0 0 SUSAN SPINNEY HOOPER BOARD MANAGER 1.00 0.00 X 0 0 0 ELIZABETH HERSEY GARDNER BOARD MANAGER 1.00 0.00 X 0 0 0 PAMELA BOWERS NOTMAN BOARD MANAGER 1.00 0.00 X 0 0 0 ELIZABETH DOYLE ROSENTHALL BOARD MANAGER 1.00 0.00 X 0 0 0 MARGARET CHRISTIAN RYAN BOARD MANAGER 1.00 0.00 X 0 0 0 SARAH GOVE WILSTERMAN BOARD MANAGER 1.00 0.00 X 0 0 0 MELISSA WINSPEAR BANTA BOARD MANAGER 1.00 0.00 X 0 0 0 ANNE STOUTENBURG FARRINGTON BOARD MANAGER 1.00 0.00 X 0 0 0 KAREN MELICAN REGISTRAR 2.00 0.00 X X 0 0 0 ELIZABETH ADAMS REGISTRAR FOR ASSOCIATE STATES 2.00 0.00 X X 0 0 0 0 0 0 0 0 0 0 0 121605 41995 111346 22329 274946 COMMITTEE FEES 900099 32987 32987 ENTRANCE FEES 713990 22450 22450 EVENT FEES 713990 750 750 56187 231598 231598 119650 0 119650 119650 119650 701298 587387 113911 113911 113911 MISCELLANEOUS INCOME 900099 7480 7480 7480 803772 63667 0 465159 121219 70191 40820 10208 10485 6071 3531 883 16000 16000 21364 21364 346 346 175 175 55883 55883 11332 5786 4834 712 59952 54670 2641 2641 42748 42266 241 241 45704 40193 3401 2110 BRANCH STREET EXPENSES 43848 43848 COMMITTEE AND OTHER EDU 40566 40566 QUINCY HOMESTEAD 28934 28934 PER CAPITA FEES 26100 26100 51269 45132 4604 1533 575925 403757 153840 18328 298 168 461918 393653 9133 4477 1429632 829150 515221 600482 4574374 5137101 165337 168327 5726281 6304208 27812 54884 51565 66840 79377 121724 X 3113994 3727532 2532910 2454952 5646904 6182484 5726281 6304208 227847 307733 0 X X 0 1 X 1 0 X 889733 223438 239887 507765 274946 2135769 35319 85498 74849 77097 56187 328950 925052 308936 314736 584862 331133 2464719 272500 15000 25000 25000 41122 378622 0 272500 15000 25000 25000 41122 378622 2086097 216304 84462 129734 183146 231598 845244 216304 84462 129734 183146 231598 845244 1136 1626 2804 14881 7480 27927 1142492 395024 447274 782889 570211 3337890 0.62500 0.63980 0.25320 0.24370 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 1,136. 2022 AMOUNT: $ 1,626. 2023 AMOUNT: $ 2,804. 2024 AMOUNT: $ 14,881. 2025 AMOUNT: $ 7,480. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 75502 75502 1212936 760190 452746 141194 68960 72234 600482 X 1120141 307733 30000 337733 782408 21364 21364 803772 584561 30000 30000 554561 21364 21364 575925 PART III, LINE 1A: THE SOCIETY HAS CAPITALIZED ITS COLLECTIONS, WHICH INCLUDE FINE ART AND FURNISHINGS, SINCE ITS INCEPTION. IF PURCHASED, ITEMS ACCESSIONED INTO THE COLLECTION ARE CAPITALIZED AT COST, AND IF DONATED, THEY ARE CAPITALIZED AT FAIR VALUE AS OF THE ACCESSION DATE (THE DATE ON WHICH THE ITEM IS ACCEPTED BY THE BOARD OF DIRECTORS). GAINS OR LOSSES ON THE DEACCESSION OF COLLECTION ITEMS ARE CLASSIFIED IN THE STATEMENT OF ACTIVITIES AS SUPPORT WITHOUT DONOR RESTRICTION OR SUPPORT WITH DONOR RESTRICTION DEPENDING ON DONOR RESTRICTIONS, IF ANY, PLACED ON THE ITEM AT THE TIME OF ACCESSION. PROCEEDS FOR DEACCESSION OF COLLECTION ITEMS MAY BE USED TO ACQUIRE NEW COLLECTION ITEMS OR FOR THE DIRECT CARE OF EXISTING COLLECTION ITEMS. THE SOCIETY HAS DEFINED DIRECT CARE AS ANY INVESTMENT OR EXPENDITURE THAT ENHANCES THE LIFE, USEFULNESS, OR QUALITY OF A COLLECTION ITEM. COLLECTION ITEMS ARE DEPRECIATED OVER THEIR ESTIMATED USEFUL LIVES UNLESS THEY HAVE CULTURAL, AESTHETIC, OR HISTORICAL VALUE THAT IS WORTH PRESERVING PERPETUALLY, AND THE SOCIETY IS PROTECTING AND PRESERVING ESSENTIALLY UNDIMINISHED THE SERVICE POTENTIAL OF THE COLLECTION ITEM. THE FINE ART AND FURNISHINGS ARE NOT BEING DEPRECIATED. PART III, LINE 4: THE SOCIETY'S COLLECTIONS ARE COMPOSED OF FURNISHINGS AND FINE ART FROM HISTORICAL TIME PERIODS AND ARE USED TO EDUCATE OTHERS ON THOSE TIME PERIODS AND HISTORY AND MAINTAINED FOR HISTORICAL PRESERVATION WHICH IS THE MISSION OF THE SOCIETY. PART X, LINE 2: THE SOCIETY RECOGNIZES THE TAX BENEFIT FROM ANY UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE TAX POSITION. ANY TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE RESOLUTION. MANAGEMENT HAS ANALYZED THE SOCIETY'S TAX POSITIONS, AND HAS CONCLUDED THAT NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS SHOULD BE RECORDED RELATED TO UNCERTAIN TAX POSITIONS TAKEN ON RETURNS FILED FOR OPEN YEARS (2023-2024) OR EXPECTED TO BE TAKEN IN THE SOCIETY'S TAX RETURNS FOR 2025. THE SOCIETY IDENTIFIES ITS MAJOR TAX JURISDICTIONS AS U.S. FEDERAL AND THE COMMONWEALTH OF MASSACHUSETTS; HOWEVER, THE SOCIETY IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE MATERIALLY IN THE NEXT TWELVE MONTHS. THE SOCIETY ALSO FOLLOWS THE POLICY TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS (IF ANY) IN INCOME TAX EXPENSE. NO SUCH INTEREST AND PENALTIES HAVE BEEN RECORDED AS OF DECEMBER 31, 2025 AND 2024. FORM 990, PART VI, SECTION B, LINE 11B SENIOR MANAGEMENT AND THE FINANCE COMMITTEE RECEIVES THE COMPLETED DRAFT FORM 990 TO REVIEW AND SUBMITS COMMENTS AND QUESTIONS TO THE ACCOUNTANTS WHO PREPARE THE RETURN. ONCE THE QUESTIONS ARE ADEQUATELY ANSWERED AND IS APPROVED BY THE FINANCE COMMITTEE, A COMPLETE COPY OF TAX RETURN IS THEN SUBMITTED TO THE ENTIRE BOARD FOR REVIEW AND CONSIDERATION PRIOR TO FILING. ANY QUESTIONS OR CONCERNS WILL BE NOTED AND ADDRESSED, AND SENIOR MANAGEMENT WILL ENSURE THAT CHANGES ARE INCORPORATED INTO THE FORM 990 AS APPROPRIATE BEFORE FILING. FORM 990, PART VI, LINE 12B: THE ORGANIZATION'S BOARD OF MANAGERS IS CURRENTLY EVALUATING THE APPROPRIATE CONFLICT POLICY, WHISTLEBLOWER POLICY AND DOCUMENT DESTRUCTION POLICY FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF MANAGERS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. EACH BOARD MANAGER, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS SUCH PERSON A) HAS RECEIVED A COPY OF THE CONFLICT-OF-INTEREST POLICY, B) HAS READ AND UNDERSTOOD THE POLICY, C) HAS AGREED TO COMPLY WITH THE POLICY, AND D) UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE UPON REQUEST; GUIDESTAR.ORG; MASS. ATTORNEY GENERAL WEBSITE-HTTP://WWW.CHARITIES.AGO.STATE.MA.US/CHARITIES/AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, FORMS 990 AND 1023 AS WELL AS THE FINANCIAL STATEMENTS AND CONFLICTS OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION UPON REQUEST AND ALSO ON THE WEBSITE OF THE MASSACHUSETTS DIVISION OF PUBLIC CHARITIES. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.