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Nonprofit · EIN 62-6045608

COLONIAL DAMES OF AMERICA IN TENN FOUNDATION FOR TRAVELERS REST

Tax-exempt · NASHVILLE, TN 37203

Financials

$215K$89K2022$289K$89K2023$186K$96K2024
Revenue Expenses · by fiscal year end
Financials of COLONIAL DAMES OF AMERICA IN TENN FOUNDATION FOR TRAVELERS REST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$186,197$95,685$90,512$2,476,931$0$2,476,931
June 30, 2024990$288,824$88,783$200,041$2,308,117$0$2,308,117
June 30, 2023990 (amended)$215,312$89,306$126,006$2,108,076$0$2,108,076
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$186,197
Net gain from sales of assets
$121,200
Other revenue
$0

Expenses

Grants and similar amounts paid
$66,500
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$66,500
Management and general (functional)
$29,185

Balance sheet and other

Total assets, start of year
$2,308,117
Total assets, end of year
$2,476,931
Total liabilities, end of year
$0
Net assets, end of year
$2,476,931
Publicly traded securities
$2,402,740
Net assets without donor restrictions
$2,476,931
Gross receipts
$556,429
Employees
0
Volunteers
16
Year formed
1964
State of legal domicile
TN

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
LAURA STOCKETT ROBERTSPRESIDENT
Trustee or director, Officer
1$0
ASHLEY HENRYPRESIDENT ELECT
Trustee or director, Officer
1$0
ANN KELLYSECRETARY
Trustee or director, Officer
1$0
JAMES C GARDNER IIITREASURER
Trustee or director, Officer
1$0
DIVERSIFIED TRUSTINSTITUTIONAL TRUSTEE
Institutional trustee
1$0
MARK BUCHANANDIRECTOR
Trustee or director
1$0
GARY BURKEDIRECTOR
Trustee or director
1$0
PAMELA GARRETTDIRECTOR
Trustee or director
1$0
ASHLEY HOWELLDIRECTOR
Trustee or director
1$0
SARA PURYEAR HUNZIKERDIRECTOR
Trustee or director
1$0
OPHELIA PAINEDIRECTOR
Trustee or director
1$0
JULIA SANFORDDIRECTOR
Trustee or director
1$0
LYSSA STYERSDIRECTOR
Trustee or director
1$0
FELICIA TIBBSDIRECTOR
Trustee or director
1$0
SUSAN WALKERDIRECTOR
Trustee or director
1$0
2 more people on this return
NameTitleHours / weekCompensation
ALICE WHITSONDIRECTOR
Trustee or director
1$0
LUKE YORDYDIRECTOR
Trustee or director
1$0
990 for the year ended June 30, 2024: 18 people
NameTitleHours / weekCompensation
DIVERSIFIED TRUST MARY RAYMONDTRUSTEE
Institutional trustee
1$0
LAURA ROBERTSNSCDA-TN PRE
Officer
1$0
ALICE WHITSONNSCDA-TN TRE
Officer
1$0
CLINT HOLLOWAYDIRECTOR
Trustee or director
1$0
ANN KELLYDIRECTOR
Trustee or director
1$0
MARK BUCHANANDIRECTOR
Trustee or director
1$0
JAMES GARDNERDIRECTOR
Trustee or director
1$0
OPHELIA PAINEDIRECTOR
Trustee or director
1$0
PAMELA GARRETTDIRECTOR
Trustee or director
1$0
WILL KRUGMANDIRECTOR
Trustee or director
1$0
ELLEN SMITHDIRECTOR
Trustee or director
1$0
FELICIA TIBBSDIRECTOR
Trustee or director
1$0
SUSAN WALKERDIRECTOR
Trustee or director
1$0
KATHERINE O'BRYANEXECUTIVE DI
Trustee or director
40$0
GARY BURKEDIRECTOR
Trustee or director
1$0
CARDIN BRADLEYDIRECTOR
Trustee or director
1$0
ASHLEY HOWELLDIRECTOR
Trustee or director
1$0
LYSSA STYERSDIRECTOR
Trustee or director
–$0
990 for the year ended June 30, 2023: 14 people
NameTitleHours / weekCompensation
DIVERSIFIED TRUST MARY RAYMONDTRUSTEE
Institutional trustee
1$0
LAURA ROBERTSNSCDA-TN PRE
Officer
1$0
ALICE WHITSONNSCDA-TN TRE
Officer
1$0
CLINT HOLLOWAYDIRECTOR
Trustee or director
1$0
ANN KELLYDIRECTOR
Trustee or director
1$0
MARK BUCHANANDIRECTOR
Trustee or director
1$0
JAMES GARDNERDIRECTOR
Trustee or director
1$0
OPHELIA PAINEDIRECTOR
Trustee or director
1$0
PAMELA GARRETTDIRECTOR
Trustee or director
1$0
G BRIAN JACKSONDIRECTOR
Trustee or director
1$0
WILL KRUGMANDIRECTOR
Trustee or director
1$0
ELLEN SMITHDIRECTOR
Trustee or director
1$0
FELICIA TIBBSDIRECTOR
Trustee or director
1$0
SUSAN WALKERDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
3102 WEST END AVE STE 600, NASHVILLE, TN 37203-1464
In care of
% DIVERSIFIED TRUST
Principal officer (990 for 2024)
DIVERSIFIED TRUST, 3102 WEST END AVE SUITE 600, NASHVILLE, TN 37203
Signed the 990
DIVERSIFIED TRUST, TRUSTEE
Phone
(615) 386-7302
Return prepared by
LBMC PC

Mission

TO DISTRIBUTE NET INCOME TO COLONIAL DAMES OF AMERICA IN TENNESSEE FOR MAINTENANCE AND PRESERVATION OF THE TRAVELLERS REST HISTORIC MUSEUM.

990 for the year ended June 30, 2025

Program accomplishments

  • TO DISTRIBUTE NET INCOME TO COLONIAL DAMES OF AMERICA IN TENNESSEE FOR MAINTENANCE AND PRESERVATION OF THE TRAVELLERS REST HISTORIC MUSEUM.
    Expenses $66,500 · grants $66,500

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
62-6045608
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1965
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,476,931
Income (IRS master file)
$556,429

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$186,197$95,685$2,476,931XML
990June 2024$288,824$88,783$2,308,117IRS
990June 2023$215,312$89,306$2,108,076XML
990June 2022$28,927$49,936$1,982,070IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 62-6045608).

Questions about COLONIAL DAMES OF AMERICA IN TENN FOUNDATION FOR TRAVELERS REST

What is the EIN of COLONIAL DAMES OF AMERICA IN TENN FOUNDATION FOR TRAVELERS REST?
The employer identification number (EIN) of COLONIAL DAMES OF AMERICA IN TENN FOUNDATION FOR TRAVELERS REST is 62-6045608.
Is COLONIAL DAMES OF AMERICA IN TENN FOUNDATION FOR TRAVELERS REST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
Are donations to COLONIAL DAMES OF AMERICA IN TENN FOUNDATION FOR TRAVELERS REST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does COLONIAL DAMES OF AMERICA IN TENN FOUNDATION FOR TRAVELERS REST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of COLONIAL DAMES OF AMERICA IN TENN FOUNDATION FOR TRAVELERS REST due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did COLONIAL DAMES OF AMERICA IN TENN FOUNDATION FOR TRAVELERS REST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of COLONIAL DAMES OF AMERICA IN TENN FOUNDATION FOR TRAVELERS REST?
The 990 for the year ended June 30, 2025 names DIVERSIFIED TRUST.
Who are the officers and directors of COLONIAL DAMES OF AMERICA IN TENN FOUNDATION FOR TRAVELERS REST?
The 990 for the year ended June 30, 2025 lists 17 people; 0 received compensation from the organization.
How much revenue does COLONIAL DAMES OF AMERICA IN TENN FOUNDATION FOR TRAVELERS REST have?
On its 990 for the year ended June 30, 2025 it reported revenue of $186,197, expenses of $95,685 and total assets of $2,476,931 at year end.

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