Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 8,200 | 10,186 | 22,074 | 12,299 | 15,251 | 68,010 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 8,200 | 10,186 | 22,074 | 12,299 | 15,251 | 68,010 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 68,010 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 8,200 | 10,186 | 22,074 | 12,299 | 15,251 | 68,010 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 44,735 | 44,387 | 44,344 | 43,859 | 43,857 | 221,182 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 620 | 42 | 662 | |||
| 11 | Total support. Add lines 7 through 10 | 289,854 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2018 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
|---|
| 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 23.46%.ATTRACTION OF PUBLIC SUPPORT- THE ORGANIZATION ENGAGES IN A NUMBER OF FUND RAISING ACTIVITIES EACH YEAR AND IS CONTINUING TO DEVELOP NEW IDEAS FOR FUND RAISING EVENTS. A SILENT AUCTION WAS HELD AT THE HOLIDAY LUNCHEON IN DECEMBER. A WINE AND CHEESE PARTY, SERVING AS A FUND RAISER FOR NEEDED REPAIRS TO THE HISTORIC HOUSE WAS HELD IN DECEMBER. MORE FUND RAISING EVENTS ARE PLANNED FOR THE FUTURE. THE MUSEUM HAS BEEN A STOP ON SEVERAL TOURS. 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 $25.85 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 CAMP MEMBER 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. JOHNSTON, FIRST OWNER OF 806 PRINCE STREET. THIS ITEM IS ON LOAN FROM ST. PAUL'S EPISCOPAL CHURCH. ON SEMI-PERMANENT LOAN FROM THE SAMUEL COOPER CAMP, MOS&B IS PORTRAIT OF GEN. MONTGOMERY DENT CORSE. ALSO, ON LOAN FROM THE R.E. LEE CAMP #726 SCV IS AN ETCHING, "VIRGINIA." LUCY BURKE GODDIN HAS PLACED A VANITY SET OF MARY CUSTIS LEE'S. THE MUSEUM IS OPEN ON CONFEDERATE DAYS OF REMEMBRANCE SUCH AS ROBERT E. LEE'S BIRTHDAY (JAN. 19), AND CONFEDERATE MEMORIAL DAY (MAY 24), AND FOR PRIVATE TOURS. SEVERAL NEW ARTIFACTS WERE PURCHASED THIS YEAR.2. THE ORGANIZATION DONATED $100.00 TO BETHEL CEMETERY IN ALEXANDRIA, VA TO HELP WITH THE MAINTENANCE OF GRAVES.3. THE ORGANIZATION DONATES $50.00 ANNUALLY TO THE LEE CHAPEL MAUSOLEUM FUND AT WASHINGTON AND LEE UNIVERSITY, LEXINGTON, VA.4. THE ORGANIZATION DONATES $100 ANNUALLY TO THE E. ELIZABETH SNEDDEN SCHOLARSHIP FUND THROUGH VIRGINIA DIVISION UDC. THE FIRST AWARD OF THIS SCHOLARSHIP WAS MADE FOR THE FALL 2017 SEMESTER. MS. SNEDDEN WAS A CHAPTER MEMBER AT THE TIME OF HER DEATH.5. THE ORGANIZATION SPONSORS THE CAROLINE KEYS MEMORIAL SCHOLARSHIP FUND. THE FUND PROVIDES UP TO $500.00 PER SEMESTER FOR REQUIRED TEXT BOOKS TO A VIRGINIA RESIDENT, WITH DOCUMENTED CONFEDERATE HERITAGE, ATTENDING A VIRGINIA INSTITUTION OF HIGHER EDUCATION MAJORING IN NURSING OR A HEALTH RELATED FIELD.6. THE ORGANIZATION PAID $75.00 TO THE VAVS (VA HOSPITAL IN WASHINGTON, DC) TO SPONSOR A SUMMER INTERN. IN ADDITION, THE ORGANIZATION DONATED OVER $1,500.00 WORTH OF TOILET ARTICLES, BOOKS, MAGAZINES, SOCKS AND T-SHIRTS TO BENEFIT THE PATIENTS AT THE VA HOSPITAL. 7. THE ORGANIZATION COLLECTS CANCELLED POSTAGE STAMPS THAT ARE SENT TO BATH ABBEY IN ENGLAND. THEY HAVE AN OUT-REACH PROJECT (A LEPER COLONY IN AFRICA). THE EXACT LOCATION IS UNDISCLOSED. THE PATIENTS FLOAT THE STAMPS, WHICH HELPS BUILD MANUAL DEXTERITY. THE STAMPS ARE THEN SOLD TO RAISE FUNDS. CONSERVATIVELY, 20,000 STAMPS WERE DONATED LAST YEAR. THIS IS AN ON-GOING PROJECT. |
| Return Reference | Explanation |
|---|
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST. AMOUNT: 57. |
| FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY | INCOME: GROSS RECEIPTS: 93. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 0. GROSS PROFIT: 93. |
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: MISCELLANEOUS. AMOUNT: 42. DESCRIPTION: RESIDENTIAL RENTAL PROPERTY AT 806 PRINCE STREET. AMOUNT: 43,800. TOTAL TO FORM 990-EZ, LINE 8: 43,842. |
| FORM 990-EZ, PART I, LINE 14 | DESCRIPTION: BEAUTIFICATION. AMOUNT: 7,186. DESCRIPTION: INSURANCE. AMOUNT: 4,959. DESCRIPTION: MAINTENANCE & UPKEEP. AMOUNT: 21,357. DESCRIPTION: UTILITIES. AMOUNT: 7,005. DESCRIPTION: TAXES (CITY OF ALEXANDRIA). AMOUNT: 2,389. DESCRIPTION: ALARM EXPENSE. AMOUNT: 467. DESCRIPTION: CLEANING. AMOUNT: 1,750. DESCRIPTION: SUPPLIES. AMOUNT: 535. DESCRIPTION: STORM WATER FEE, CITY OF ALEXANDRIA. AMOUNT: 140. DESCRIPTION: DRINKING WATER. AMOUNT: 1,268. TOTAL TO FORM 990-EZ, LINE 14: 47,056. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: DONATIONS. AMOUNT: 827. DESCRIPTION: GENERAL PER CAPITA DUES. AMOUNT: 1,900. DESCRIPTION: DIVISION PER CAPITA DUES. AMOUNT: 500. DESCRIPTION: MISCELLANEOUS. AMOUNT: 90. DESCRIPTION: CHRISTMAS LUNCHEON GUESTS. AMOUNT: 126. DESCRIPTION: DIVISION MINUTES. AMOUNT: 12. DESCRIPTION: UDC MAGAZINE AD. AMOUNT: 393. DESCRIPTION: VA DIVISION CREDENTIALS. AMOUNT: 40. DESCRIPTION: VAVS INTERN. AMOUNT: 75. DESCRIPTION: DISTRICT SALES TABLE FEE. AMOUNT: 40. DESCRIPTION: AWARDS - TWO IRON CROSSES. AMOUNT: 200. DESCRIPTION: SALES TAX PAID TO STATE OF VA. AMOUNT: 2. DESCRIPTION: GIFTS/GOODWILL. AMOUNT: 260. DESCRIPTION: PURCHASE OF ARTIFACT TO DISPLAY. AMOUNT: 845. DESCRIPTION: AWARDS FOR MEMBERS. AMOUNT: 45. DESCRIPTION: MUSEUM CLEANING. AMOUNT: 80. DESCRIPTION: IRON CROSSES. AMOUNT: 2,176. DESCRIPTION: PURCHASE OF FLAGS. AMOUNT: 37. DESCRIPTION: MUSEUM SUPPLIES. AMOUNT: 148. DESCRIPTION: FRAMING OF MUSEUM ITEMS. AMOUNT: 694. DESCRIPTION: SAFE DEPOSIT BOX AT BANK. AMOUNT: 50. DESCRIPTION: PURCHASE OF PORTABLE SCREEN PROJECTOR. AMOUNT: 20. DESCRIPTION: FURNITURE FOR LIBRARY. AMOUNT: 365. DESCRIPTION: WINDOW TREATMENT TO PROTECT ARTWORK. AMOUNT: 388. DESCRIPTION: FUND RAISING. AMOUNT: 262. DESCRIPTION: MEMORIAL FLOWERS. AMOUNT: 93. DESCRIPTION: CONSERVATION OF LETTERS, LIBRARY OF VA. AMOUNT: 200. DESCRIPTION: FLOWERS FOR MEMORIAL DAY. AMOUNT: 53. DESCRIPTION: MATERIALS AND SUPPLIES. AMOUNT: 2,161. TOTAL TO FORM 990-EZ, LINE 16: 12,082. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: SECURITY DEPOSITS. BEG. OF YEAR AMOUNT: 2,674. END OF YEAR AMOUNT: 2,675. |
| Software ID: | |
| Software Version: |