Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and 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 |
||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 12,299 | 15,251 | 21,449 | 13,709 | 17,122 | 79,830 |
| 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 | 12,299 | 15,251 | 21,449 | 13,709 | 17,122 | 79,830 |
| 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. | 79,830 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 12,299 | 15,251 | 21,449 | 13,709 | 17,122 | 79,830 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 43,859 | 43,857 | 43,859 | 43,844 | 40,994 | 216,413 |
| 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 | 580 | 580 | 736 | 2,558 |
| 11 | Total support. Add lines 7 through 10 | 298,801 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (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) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (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 on 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) |
||||
| 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) |
||||
| 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): |
|||||
| 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 0.015 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 0.035 | 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 | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2021 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2021 |
(iii) Distributable Amount for 2021 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2021 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI). See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2021: | ||||
| a From 2016....... | ||||
| b From 2017....... | ||||
| c From 2018....... | ||||
| d From 2019....... | ||||
| e From 2020....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2021 distributable amount | ||||
|
i
Carryover from 2016 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2021 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2021 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2021, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2021. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2022. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2017..... | ||||
| b Excess from 2018..... | ||||
| c Excess from 2019..... | ||||
| d Excess from 2020..... | ||||
| e Excess from 2021..... | ||||
| 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 26.70%.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 SILENT 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 $28.85 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. 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.4. THE ORGANIZATION ADMINISTERS THE CAROLINE KEYS MEMORIAL SCHOLARSHIP. THE FUND PROVIDES UP TO $500 PER SEMESTER FOR REQUIRED TEXTBOOKS TO A VIRGINIA RESIDENT WITH DOCUMENTED CONFEDERATE LINEAGE, ATTENDING A VIRGINIA INSTITUTION OF HIGHER EDUCATION MAJORING IN NURSING OR A HEALTH-RELATED FIELD. $255.49 WAS AWARDED THIS YEAR.5. THE ORGANIZATION COLLECTS CANCELLED POSTAGE STAMPS THAT ARE SENT TO BATH ABBEY IN ENGLAND. THEY HAVE AN OUTREACH 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, 10,000 STAMPS WERE DONATED LAST YEAR.6. THE ORGANIZATION DONATED $635 TO BINNS COUNTS COMMUNITY CENTER IN SUPPORT OF THE SERVICES THEY PROVIDE THEIR CLIENTS.7. THE ORGANIZATION COLLECTS AND DONATES PERSONAL CARE ITEMS TO THE VETERANS' HOSPITAL IN WASHINGTON, DC WITH ESTIMATED VALUE $200.00.8. 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 $200.009. THE ORGANIZATION DONATED $312.50 TO THE UDC MEMORIAL BUILDING.10. THE ORGANIZATION DONATED $250.00 IN GIFT CARDS FOR KENTUCKY TORNADO VICTIMS' RELIEF.11. THE ORGANIZATION DONATED $50.00 TO THE LEE CHAPEL MAUSOLEUM.12. THE ORGANIZATION DONATED $25.00 TO CEDAR CREEK BATTLEFIELD TRUST TOWARDS THE PURCHASE OF A NEW LAWNMOWER. |
| 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: 19. TOTAL TO FORM 990-EZ, LINE 14: 58,022. |
| FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY | INCOME: GROSS RECEIPTS: 985. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 365. GROSS PROFIT: 620. 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: 480. DESCRIPTION: DIVISION MINUTES. AMOUNT: 30. DESCRIPTION: MISCELLANEOUS. AMOUNT: 256. DESCRIPTION: MVCC LUNCHES. AMOUNT: 1,205. DESCRIPTION: RESIDENTIAL RENTAL PROPERTY AT 806 PRINCE STREET. AMOUNT: 40,975. TOTAL TO FORM 990-EZ, LINE 8: 42,946. |
| 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: 2,279. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: LEE CHAPEL. AMOUNT GIVEN: 50. |
| 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: SCHOLARSHIP TO RECIPIENT. AMOUNT GIVEN: 511. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: ALL OTHER DONATIONS. AMOUNT GIVEN: 4,322. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 4,983. |
| FORM 990-EZ, PART I, LINE 14 | DESCRIPTION: INSURANCE. AMOUNT: 6,562. DESCRIPTION: MAINTENANCE & UPKEEP. AMOUNT: 29,528. DESCRIPTION: UTILITIES. AMOUNT: 16,011. DESCRIPTION: TAXES (CITY OF ALEXANDRIA). AMOUNT: 2,098. DESCRIPTION: ALARM EXPENSE. AMOUNT: 775. DESCRIPTION: CLEANING. AMOUNT: 80. DESCRIPTION: SUPPLIES. AMOUNT: 58. DESCRIPTION: STORM WATER FEE, CITY OF ALEXANDRIA. AMOUNT: 280. DESCRIPTION: DRINKING WATER. AMOUNT: 1,822. DESCRIPTION: VA WATER. AMOUNT: 808. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: MISCELLANEOUS. AMOUNT: 167. DESCRIPTION: CHRISTMAS LUNCHEON. AMOUNT: 1,535. DESCRIPTION: DIVISION MINUTES. AMOUNT: 36. DESCRIPTION: SUBSCRIPTIONS. AMOUNT: 592. DESCRIPTION: IRON CROSS CEREMONY EXPENSES. AMOUNT: 200. DESCRIPTION: OFFICERS' EXPENSES. AMOUNT: 1,800. DESCRIPTION: GIFTS/GOODWILL. AMOUNT: 380. DESCRIPTION: ARTIFACT CONSERVATION. AMOUNT: 656. DESCRIPTION: PURCHASE OF ARTIFACT TO DISPLAY. AMOUNT: 10,280. DESCRIPTION: AWARDS FOR MEMBERS. AMOUNT: 265. DESCRIPTION: SAFE DEPOSIT BOX AT BANK. AMOUNT: 60. TOTAL TO FORM 990-EZ, LINE 16: 15,971. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: SECURITY DEPOSITS. BEG. OF YEAR AMOUNT: 2,679. END OF YEAR AMOUNT: 2,679. |
| Software ID: | |
| Software Version: |