2026-07-15T09:46:36+00:00 2025-12-31 440160260 Forvis Mazars LLP 312 Walnut Street Suite 3000 Cincinnati OH 45202 990 2025-01-01 521521276 Disabled American Veterans (DAV) Charitable Service Trust DISA 8594417300 860 Dolwick Drive Erlanger KY 41018 J Marc Burgess President 8594417300 2026-07-15 true Aaron Hershberger P00961884 5136218300 2026-06-22 2025 2025-03-06 01:10:19Z J Marc Burgess 860 Dolwick Drive Erlanger KY 41018 78422315 false X CST.DAV.ORG X 1986 DC EMPOWERING VETERANS TO LEAD HIGH-QUALITY LIVES WITH RESPECT AND DIGNITY. SEE PART III. 7 7 0 8 0 0 17598710 21657531 0 0 3201740 12040568 0 0 20800450 33698099 10917539 17862856 0 0 0 0 0 0 94467 492816 527212 11410355 18390068 9390095 15308031 77256489 91075366 5317438 5196398 71939051 85878968 THE DISABLED AMERICAN VETERANS (DAV) CHARITABLE SERVICE TRUST IS DEDICATED TO ONE, SINGLE PURPOSE: EMPOWERING VETERANS TO LEAD HIGH-QUALITY LIVES WITH RESPECT AND DIGNITY. TO CARRY OUT THIS RESPONSIBILITY, THE CHARITABLE SERVICE TRUST SUPPORTS PHYSICAL AND PSYCHOLOGICAL REHABILITATION PROGRAMS; ENHANCES MOBILITY FOR VETERANS WITH AMPUTATIONS AND SPINAL CORD INJURIES; BENEFITS AGING VETERANS; AIDS AND SHELTERS HOMELESS VETERANS; AND EVALUATES AND ADDRESSES THE NEEDS OF VETERANS WOUNDED IN RECENT WARS AND CONFLICTS AND THEIR CAREGIVERS. false false 17862856 17862856 0 GRANTS AND ALLOCATIONS TO CHARITABLE PROGRAMS. SEE SCHEDULE I LISTING SUPPORT PROVIDED TO PROGRAMS ASSISTING SICK AND INJURED VETERANS AND THEIR FAMILIES AND SCHEDULE O DESCRIBING THE NEED FOR THESE PROGRAMS. 116176 0 0 GRANT PROCESSING AND MISCELLANEOUS SERVICE EXPENDITURES. SEE SCHEDULE I LISTING SUPPORT PROVIDED TO PROGRAMS ASSISTING SICK AND INJURED VETERANS AND THEIR FAMILIES AND SCHEDULE O DESCRIBING THE NEED FOR THESE PROGRAMS. 17979032 true true false true false false false false false false true false false false true false true false false false false false false false false false false true false false false false false false false false false false false false true false false false false false false false false false true 3 0 true 0 false false false false false false false false false false false false X 7 7 false false false false false false false true true false false false true true true true true true false false false false CA FL GA AL HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA AR WV WI X X JENNIE STRICKER 8594417300 860 DOLWICK DRIVE ERLANGER KY 41018 X BARRY A JESINOSKI VICE PRESIDENT 6.0 0.0 X X 0 0 0 DENNIS R NIXON SECRETARY / TREASURER 6.0 0.0 X X 0 0 0 J MARC BURGESS PRESIDENT 6.0 0.0 X X 0 0 0 Coleman F Nee Director (8/25-12/25) 4.0 0.0 X 0 0 0 DANIEL CONTRERAS DIRECTOR (1/25-8/25) 4.0 0.0 X 0 0 0 DANNY OLIVER DIRECTOR 4.0 0.0 X 0 0 0 DENICE T WILLIAMS DIRECTOR 4.0 0.0 X 0 0 0 KIM K HUBERS DIRECTOR 4.0 0.0 X 0 0 0 0 0 0 0 false false false 0 958809 0 0 0 0 20698722 315769 21657531 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 3009598 0 0 3009598 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 53755186 0 44724216 0 9030970 0 9030970 0 0 9030970 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 0 0 0 0 0 33698099 0 0 12040568 17862856 17862856 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 0 0 0 0 7743 0 0 7743 51682 22050 29632 0 0 0 0 0 0 0 148566 0 148566 0 153756 0 83272 70484 16726 12545 836 3345 38712 4065 34475 172 0 0 0 0 0 0 0 0 0 0 0 0 13916 240 13676 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8856 8856 0 0 5024 2512 2512 0 GRANT PROPOSAL PROCESSING 65908 65908 0 0 REGISTRATION FEES 16323 0 3600 12723 0 0 0 0 18390068 17979032 316569 94467 0 0 5404656 5453809 89284 85125 164897 420113 0 0 0 0 0 0 319 319 22172 15143 50895 47313 12438 3582 71429397 84941275 0 0 0 0 133326 156000 77256489 91075366 153838 128627 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5163600 5067771 5317438 5196398 X 71626380 85878968 312671 0 0 0 0 0 0 0 71939051 85878968 77256489 91075366 X 15308031 -871928 0 0 0 -496186 X false true true false X 14449181 17081488 19055895 17598710 21657531 89842805 0 0 0 0 0 0 0 0 0 0 0 0 14449181 17081488 19055895 17598710 21657531 89842805 11383273 78459532 1365270 1117971 1766107 2288840 3009598 9547786 0 0 0 0 0 0 0 0 0 0 0 0 99390591 0 0.78941 0.84126 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 18390068 0 18390068 0 1000000 0 250000 0 0 0 0 0 false 667708 1000000 720518 1000000 3388225 5082338 0 0 0 0 0 166927 250000 180129 250000 847056 1270585 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 50895 47313 3582 3582 Federal Income Taxes ANNUITY PAYMENT LIABILITY 5067771 5067771 32469628 -871928 0 0 -356543 -1228471 33698099 0 0 0 33698099 18241502 0 0 0 0 0 18241502 148566 0 148566 18390068 Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 UNCOLLECTIBLE PLEDGES - -186799 DIFFERENCE IN ACCOUNTING FOR CHARITABLE GIFT ANNUITIES - -21178 Investment Expenses Included in Revenue Per Audited Financial Statements but Not Included on Form 990, Part VIII, Line 12 - -148566 true Assistance Dogs of the West 1590 San Mateo Ln Santa Fe NM 875053918 850431646 501(c)(3) 18000 Rehabilitation / Therapeutic DAV National Service Foundation 860 Dolwick Drive Erlanger KY 41018 521516071 501(c)(4) 484544 Transportation DONKA INCORPORATED 400 N COUNTY FARM RD WHEATON IL 601873908 363284578 501(c)(3) 50000 Educational FOLDS OF HONOR FOUNDATION 5971 PATRIOT DRIVE OWASSO OK 740558201 753240683 501(c)(3) 35000 Educational Island Dolphin Care Inc 150 Lorelane Place Key Largo FL 33037 650728047 501(c)(3) 45200 Rehabilitation / Therapeutic K9s For Warriors Inc 114 Camp K9 Road Ponte Vedra FL 320817011 275219467 501(c)(3) 20000 Rehabilitation / Therapeutic LifeCare Alliance 1699 West Mound St Columbus OH 43223 314379494 501(c)(3) 45000 Health Marine Raider Foundation PO Box 977 Fishers IN 46038 452913544 501(c)(3) 15000 Health NewView Oklahoma 501 N Douglas Ave Oklahoma City OK 73106 730592386 501(c)(3) 35000 Health New York Legal Assistance Group 100 PEARL STREET New York NY 10004 133505428 501(c)(3) 108000 Legal Senior Resources Inc 2817 Millwood Avenue Columbia SC 29205 570484965 501(c)(3) 35000 Health Achilles International 315 West 39th Street Suite 205 New York NY 10018 133318293 501(c)(3) 25000 Rehabilitation / Therapeutic Adaptive Adventures 9053 Harlan Street Suite 34 Westminster CO 80031 841512653 501(c)(3) 150000 Rehabilitation / Therapeutic Adaptive Sports Program New Mexico Inc PO Box 5676 Santa Fe NM 875025676 850403958 501(c)(3) 20900 Rehabilitation / Therapeutic ALS United Mid-Atlantic 1015 Virginia Drive Suite 110 Fort Washington PA 19034 232387205 501(c)(3) 20000 Health American Humane Society 1400 16th Street NW Suite 360 Washington DC 200362215 840432950 501(c)(3) 40000 Rehabilitation / Therapeutic ANDERSON INTERFAITH MINISTRIES INC 1202 S MURRAY AVENUE ANDERSON SC 296242725 570896524 501(c)(3) 25000 Homeless / Indigent / Crisis Intervention Applied Behavioral Rehabilitation Institute Inc 655 Park Avenue Bridgeport CT 06604 061520511 501(c)(3) 30000 Homeless / Indigent / Crisis Intervention ARMED SERVICES ARTS PARTNERSHIP 2461 EISENHOWER AVENUE FLOOR 2 ALEXANDRIA VA 223144684 474007504 501(c)(3) 150000 Rehabilitation / Therapeutic A Sanctuary for Military Families Inc 1099 Blue Creek Road Pagosa Springs CO 81147 261410596 501(c)(3) 25000 Health Audio Information Network of Colorado 1805 Hwy 42 Suite 220 Louisville CO 80027 841147123 501(c)(3) 30000 Rehabilitation / Therapeutic Blue Skies for the Good Guys and Gals Warrior Foundation 1711 Run Way Middletown OH 450422300 474583313 501(c)(3) 21600 Rehabilitation / Therapeutic BROWARD COUNTY COMMUNITY DEVELOPMENT CORPORATION INC 500 SE 17TH STREET SUITE 101 FT LAUDERDALE FL 333162547 650407370 501(c)(3) 41500 Homeless / Indigent / Crisis Intervention California Aquatic Therapy & Wellness Center Inc 6801 Long Beach Boulevard Long Beach CA 90805 952382016 501(c)(3) 50000 Rehabilitation / Therapeutic Canines for Service Inc 221 Old Dairy Road Unit 1 Wilmington NC 28405 562118747 501(c)(3) 65000 Rehabilitation / Therapeutic Cape and Islands Veterans Outreach Center 247 Stevens Street Suite E Hyannis MA 02601 222747295 501(c)(3) 40000 Health Central Union Mission 6811 Kenilworth Avenue B Riverdale MD 20737 530218650 501(c)(3) 26000 Homeless / Indigent / Crisis Intervention Comfort Crew for Military Kids 8127 Mesa Drive Suite B206 117 Austin TX 78759 260141940 501(c)(3) 21750 Rehabilitation / Therapeutic Community Hope Inc 959 Route 46 East Parsippany NJ 07054 222647038 501(c)(3) 40000 Homeless / Indigent / Crisis Intervention Community Legal Aid Services Inc 50 S Main Street Suite 800 Akron OH 443081823 340753560 501(c)(3) 20000 Legal COTS INC 819 S WEST AVENUE APPLETON WI 549152392 391913179 501(c)(3) 23000 Homeless / Indigent / Crisis Intervention Dept of Michigan PO Box 26031 Fraser MI 480266031 380489155 501(c)(4) 20242 Homeless / Indigent / Crisis Intervention Disabled American Veterans 860 Dolwick Drive Erlanger KY 41018 310263158 501(c)(4) 12056918 Advocacy / Awareness: $150,000; Counseling & Claims / Filing Assistance: $85,000; Rehabilitation / Therapeutic: $107,000; Rehabilitation / Therapeutic (Camp Corral): $600,000; Rehabilitation / Therapeutic (Boulder Crest Retreat Foundation): $200,000; Transportation: $200,000; Unrestricted: $8,882,313; Employment (Employment Initiative): $1,825,105; Employment: $5,000; Homeless / Indigent / Crisis Intervention: $2,500 EDWARD KLINE MEMORIAL HOMELESS VETERANS FUND 7881 W CHARLESTON Boulevard STE 165 LAS VEGAS NV 891178324 452285031 501(c)(3) 42000 Homeless / Indigent / Crisis Intervention FEEDING PETS OF THE HOMELESS 710 West Washington Street Carson City NV 897033826 263010540 501(c)(3) 50000 Homeless / Indigent / Crisis Intervention Fisher House Foundation Inc 12300 Twinbrook Pkwy Suite 410 Rockville MD 20852 113158401 501(c)(3) 50000 Transportation Five STAR Veterans Center Inc 40 Acme Street Jacksonville FL 322117996 453545974 501(c)(3) 41500 Homeless / Indigent / Crisis Intervention Food Bank of South Jersey 1501 John Tipton Boulevard Pennsauken NJ 08110 222623089 501(c)(3) 15000 Homeless / Indigent / Crisis Intervention FOUNDATION FOR WOMEN WARRIORS 1185 PARK CENTER DRIVE SUITE R VISTA CA 920818305 205523954 501(c)(3) 26000 Homeless / Indigent / Crisis Intervention Freedom Service Dogs Inc 7193 S Dillon Court Englewood CO 80112 841068936 501(c)(3) 20000 Rehabilitation / Therapeutic FRIENDS OF DISABLED ADULTS AND CHILDREN TOO INC 4900 LEWIS ROAD STONE MTN GA 300831104 581709436 501(c)(3) 30000 Health Gary Sinise Foundation PO Box 40726 Nashville TN 37204 800587086 501(c)(3) 250000 Rehabilitation / Therapeutic GODS LOVE WE DELIVER INC 166 AVENUE OF THE AMERICAS NEW YORK NY 100131207 133366846 501(c)(3) 25000 Health Habitat for Humanity Metro Maryland 8380 Colesville Rd Silver Spring MD 20910 521299516 501(c)(3) 10000 Homeless / Indigent / Crisis Intervention Harbor Homes 77 Northeastern Boulevard Nashua NH 03062 020351932 501(c)(3) 19000 Employment Headstrong Project Inc 4504 162nd Street Suite 203 Flushing NY 11358 455261907 501(c)(3) 25000 Health HOMEMORE PROJECT INC 8821 Aviation Boulevard 90237 Los Angeles CA 90009 852644419 501(c)(3) 9800 Homeless / Indigent / Crisis Intervention Homeward Bound of Marin 1385 N Hamilton Parkway Novato CA 94949 680011405 501(c)(3) 10000 Homeless / Indigent / Crisis Intervention HORSEPOWER INC 4537 WALPOLE ROAD HIGH POINT NC 272659125 561907424 501(c)(3) 10000 Rehabilitation / Therapeutic John F Mcpherson Chapter #1 23 Highland Hts Winthrop ME 043641508 911951159 501(c)(4) 20000 Homeless / Indigent / Crisis Intervention Joseph House Inc 3304 Colerain Avenue PO Box 14608 Cincinnati OH 45225 311383835 501(c)(3) 75000 Homeless / Indigent / Crisis Intervention Mental Health America of Greater Houston 2211 Norfolk Houston TX 77098 741272394 501(c)(3) 20000 Health Mercy Housing Lakefront 120 S LaSalle Street Suite 1915 Chicago IL 606033585 363453183 501(c)(3) 20000 Homeless / Indigent / Crisis Intervention Mercy Medical Angels 101 West Main Street 1000 Norfolk VA 23510 521374161 501(c)(3) 25000 Transportation Minnesota Assistance Council for Veterans 1000 University Avenue West Suite 10 Saint Paul MN 55104 411694717 501(c)(3) 75000 Homeless / Indigent / Crisis Intervention Monroe Powers Chapter #15 1239 University Avenue Suite 410 Rochester NY 146071636 116101243 501(c)(4) 22928 Homeless / Indigent / Crisis Intervention Mountain Resource Center Inc PO Box 425 Conifer CO 80433 841178699 501(c)(3) 90000 Homeless / Indigent / Crisis Intervention Music Conservatory of Westchester 216 Central Avenue White Plains NY 10606 136007082 501(c)(3) 20000 Rehabilitation / Therapeutic Musicians On Call Inc 618 Grassmere Park Suite 1 Nashville TN 372113643 134067116 501(c)(3) 10000 Rehabilitation / Therapeutic NEADS Inc 305 Redemption Rock Trail PO Box 1100 Princeton MA 01541 237281887 501(c)(3) 50000 Rehabilitation / Therapeutic NEW BRIDGE PLACE 645 WOOSTER STREET LODI OH 442541325 510598275 501(c)(3) 30000 Homeless / Indigent / Crisis Intervention One80 Place PO Box 20038 Charleston SC 29413 570789483 501(c)(3) 7500 Homeless / Indigent / Crisis Intervention Operation Troop Appreciation 2017 Pennsylvania Avenue West Mifflin PA 15122 810651982 501(c)(3) 9500 Homeless / Indigent / Crisis Intervention Our Military Kids 2911 Hunter Mill Road Suite 203 Oakton VA 22124 562483648 501(c)(3) 216000 Rehabilitation / Therapeutic Palmetto Animal Assisted Life Services 221 North Grampian Hills Road Columbia SC 29223 208666026 501(c)(3) 18000 Rehabilitation / Therapeutic Patient AirLift Services (PALS) 7110 Republic Airport 2nd Floor Farmingdale NY 11735 272370028 501(c)(3) 12000 Transportation PROJECT ANGEL HEART 4950 WASHINGTON STREET DENVER CO 802162026 841199481 501(c)(3) 20000 Health PROJECT HOME INC 3841 KIPP STREET MADISON WI 537186878 391279307 501(c)(3) 7300 Homeless / Indigent / Crisis Intervention Project MEND 5015 Wurzbach Road San Antonio TX 78238 742647324 501(c)(3) 25000 Health Quality of Life Foundation Inc 2750 Killarney Drive Suite 100 Woodbridge VA 22192 261820245 501(c)(3) 100000 Rehabilitation / Therapeutic REBOOT Recovery PO Box 381 Pleasant View TN 371460381 453305357 501(c)(3) 50000 Health ROBERT IRVINE FOUNDATION INC 1227 N FRANKLIN STREET TAMPA FL 336023313 465420676 501(c)(3) 200000 Rehabilitation / Therapeutic Rush University Medical Center 1201 W Harrison Street Chicago IL 60607 362174823 501(c)(3) 35000 Health Salute Inc 18 N Bothwell Street Palatine IL 600675022 061718308 501(c)(3) 50000 Homeless / Indigent / Crisis Intervention Samaritan Center for Counseling and Pastoral Care Inc 8956 Research Boulevard Bldg 2 Austin TX 787585969 741832864 501(c)(3) 50000 Health Save A Warrior INC PO Box 218117 Columbus OH 43221 455571507 501(c)(3) 1000000 Health SECOND HARVEST HEARTLAND 7101 WINNETKA AVE N BROOKLYN PARK MN 554281619 237417654 501(c)(3) 10000 Homeless / Indigent / Crisis Intervention Semper Fi & America's Fund 825 College Boulevard Suite 102 PMB 609 Oceanside CA 92057 260086305 501(c)(3) 30000 Employment Society of St Vincent de Paul 420 W Watkins Road Phoenix AZ 850032830 860096789 501(c)(3) 17000 Homeless / Indigent / Crisis Intervention Soldiers Angels 2895 NE Loop 410 Suite 107 San Antonio TX 78218 200583415 501(c)(3) 40000 Homeless / Indigent / Crisis Intervention SOUTH SHORE YOUNG MENS CHRISTIAN ASSOCIATION 79 CODDINGTON STREET QUINCY MA 021694525 042105881 501(c)(3) 10800 Health ST JOHNS COMMUNITY HEALTH 808 W 58TH STREET LOS ANGELES CA 900373632 954067758 501(c)(3) 45000 Legal ST JOSEPH COMMUNITY SERVICES INC 46 MILFORD STREET MANCHESTER NH 031024769 020335003 501(c)(3) 30000 Health Support The Enlisted Project Inc 8320 Juniper Creek Ln San Diego CA 92126 203051279 501(c)(3) 20000 Homeless / Indigent / Crisis Intervention TASK FORCE DAGGER FOUNDATION PO BOX 250 TERRA CEIA FL 342500250 800439987 501(c)(3) 20000 Health The Chicago Lighthouse for the Blind and Visually Impaired 1850 W Roosevelt Road Chicago IL 60608 362169139 501(c)(3) 25000 Employment THE FOOD BANK FOR CENTRAL & NORTHEAST MISSOURI INC 2101 Vandiver Drive Columbia MO 652021910 431238934 501(c)(3) 25000 Health The Give an Hour Nonprofit Corporation PO Box 1532 Clarksburg MD 20871 611493378 501(c)(3) 19000 Health THE NATIONAL MILITARY FAMILY ASSOCIATION 2800 EISENHOWER AVENUE STE 250 ALEXANDRIA VA 223144587 520899384 501(c)(3) 20000 Rehabilitation / Therapeutic The Thresholds 4101 North Ravenswood Avenue Chicago IL 60613 362518901 501(c)(3) 15000 Health University of Cincinnati Foundation PO Box 19970 Cincinnati OH 45219 310896555 501(c)(3) 50000 Educational USA Cares Inc 11760 Commonwealth Drive Louisville KY 40299 050588761 501(c)(3) 200000 Homeless / Indigent / Crisis Intervention Veterans City Chapter #68 5571 N Gretna Road Suite C Branson MO 65616 320392601 501(c)(4) 8500 Homeless / Indigent / Crisis Intervention Veterans' Outreach 17 Colonial Drive Youngstown OH 445052163 223272976 501(c)(3) 25000 Homeless / Indigent / Crisis Intervention Veterans Recovery Resources 1200 Springhill Avenue Mobile AL 366042726 474013431 501(c)(3) 30000 Rehabilitation / Therapeutic VETJOBS 13971 Lake Mahogany Boulevard 2611 Fort Myers FL 33907 201130252 501(c)(3) 20000 Employment Volunteers of America Dakotas 1309 W 51st Street Box 89306 Sioux Falls SD 571099306 237353508 501(c)(3) 15000 Employment Warrior Expeditions 6621 Fairway View Trail Roanoke VA 240187473 465201997 501(c)(3) 10000 Rehabilitation / Therapeutic Wasatch Adaptive Sports Inc 9385 S Snowbird Center Drive Snowbird UT 84092 942864171 501(c)(3) 20000 Rehabilitation / Therapeutic WESLEY COMMUNITY SERVICES ORGANIZATION 2091 RADCLIFF DRIVE CINCINNATI OH 452040000 310537097 501(c)(3) 150000 Health Wilmington Area Rebuilding Ministry Inc 909 Market Street Wilmington NC 284014732 562076795 501(c)(3) 75000 Homeless / Indigent / Crisis Intervention WISCONSIN VETERANS NETWORK INC 6317 W GREENFIELD AVENUE WEST ALLIS WI 532145047 821043745 501(c)(3) 10000 Homeless / Indigent / Crisis Intervention Workshops for Warriors 2970 Main Street San Diego CA 92113 261721255 501(c)(3) 20000 Employment Yellow Ribbon Fund Inc PO Box 41048 Bethesda MD 208241048 364567583 501(c)(3) 140000 Health YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER CINCINNATI 1105 ELM STREET CINCINNATI OH 452027513 310537178 501(c)(3) 10000 Rehabilitation / Therapeutic 99 6 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds GRANT RECIPIENTS ARE REQUIRED TO EXECUTE A GRANT AGREEMENT, WHICH OUTLINES THE TERMS AND CONDITIONS OF THE GRANT, INCLUDING BUT NOT LIMITED TO THE FOLLOWING PROVISIONS: (1) PURPOSE FOR WHICH FUNDING IS AWARDED; (2) THE FUNDS CANNOT BE RE-GRANTED WITHOUT THE EXPRESS PERMISSION OF THE TRUST AND IN NO CASE TO ORGANIZATIONS OR FOR PROJECTS OUTSIDE THE UNITED STATES; (3) THE GRANTEE AGREES TO PROVIDE WRITTEN EXPENDITURE REPORTS OUTLINING FULFILLMENT OF THE PROGRAM GOALS; (4) THE GRANTEE CERTIFIES THAT IT IS NOT ON ANY FEDERAL TERRORISM WATCH LISTS AND DOES NOT, WILL NOT AND HAS NOT KNOWINGLY PROVIDED FINANCIAL, TECHNICAL IN-KIND OR OTHER MATERIAL SUPPORT OR RESOURCES TO ANY INDIVIDUAL OR ENTITY THAT IS A TERRORIST OR TERRORIST ORGANIZATION, OR THAT SUPPORTS OR FUNDS TERRORISM; AND (5) THE GRANTEE ACCEPTS AND WILL DISCHARGE FULL CONTROL OF THE GRANT FUNDS AND DISPOSITION OF SAME. THE RECIPIENT IS REQUIRED TO PROVIDE PERFORMANCE/EXPENDITURE REPORTS AT NO LESS THAN 6-MONTH INTERVALS UNTIL THE GRANT FUNDS ARE EXPENDED IN THEIR ENTIRETY. THE PERFORMANCE REPORTS ARE REVIEWED AND MONITORED TO ENSURE COMPLIANCE WITH THE PURPOSE OF THE GRANT AWARDED AND THE IMPACT ON AMERICA'S SICK AND INJURED VETERANS. 4 315769 Market value false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - THE NUMBER REPORTED ON SCHEDULE M, PART I, COLUMN B IS THE NUMBER OF CONTRIBUTIONS. Form 990, Part VI, Line 11b Review of form 990 by governing body FOLLOWING COMPLETION OF FORM 990 BY THE TRUST'S TAX PREPARER, THE ADMINISTRATOR AND ACCOUNTANTS REVIEW THE RETURN. UPON ACCEPTANCE, THE ADMINISTRATOR EMAILS AN ELECTRONIC VERSION OF THE FINAL RETURN TO ALL OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND QUESTIONS. SUBSEQUENTLY THE RETURN IS FILED WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy THE CONFLICT OF INTEREST POLICY APPLIES TO ALL APPLICATIONS FOR FINANCIAL AID AND ASSISTANCE, ALL STAFFING MATTERS, AND ALL OTHER ACTIONS BY ANY OFFICER OR THE BOARD OF DIRECTORS OF THE TRUST AND APPLIES TO ALL ACTIVITIES IN WHICH THE TRUST IS CURRENTLY ENGAGED OR IN ANY WAY MAY BE ENGAGED AT ANY TIME IN THE FUTURE. THE POLICY PROVIDES THAT A CONFLICT OF INTEREST MAY EXIST WHEN THE INTERESTS OR CONCERNS OF ANY MEMBER OF THE BOARD OF DIRECTORS, AN OFFICER, ANY MEMBER OF THE STAFF SERVING THE TRUST, OR SAID PERSON'S IMMEDIATE FAMILY, OR ANY PARTY, GROUP OR ORGANIZATION TO WHICH SAID PERSON HAS ALLEGIANCE, MAY BE SEEN AS COMPETING WITH THE INTERESTS OR CONCERNS OF THE TRUST. WHEN A CONFLICT IS DISCLOSED AND IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF DIRECTORS, THE INTERESTED PARTY MUST CALL THE CONFLICT TO THE ATTENTION OF THE BOARD AND SHALL NOT VOTE ON THE MATTER. IN FACE-TO-FACE MEETINGS, ANY PERSON HAVING A CONFLICT WILL RETIRE FROM THE ROOM AND SHALL NOT PARTICIPATE IN FINAL DELIBERATIONS OR DECISIONS REGARDING THE MATTER UNDER CONSIDERATION. THE PERSON WILL PROVIDE THE BOARD OF DIRECTORS WITH ANY AND ALL RELEVANT INFORMATION. THE OFFICERS AND BOARD OF DIRECTORS REVIEW THE POLICY NO LESS THAN ANNUALLY TO DETERMINE NEED FOR REVISION. A COPY OF THE POLICY IS PROVIDED TO EACH OFFICER, MEMBER OF THE BOARD OF DIRECTORS AND EACH STAFF MEMBER SERVING THE TRUST OR WHO MAY BECOME ASSOCIATED WITH IT AT THE TIME OF THEIR ASSOCIATION. THE POLICY IS REVIEWED NO LESS THAN ANNUALLY FOR THE INFORMATION AND GUIDANCE OF ALL SUCH PERSONS. ANY NEW OFFICER, MEMBER OF THE BOARD OF DIRECTORS, AND NEW STAFF MEMBER IS ADVISED OF THE POLICY UPON UNDERTAKING THE DUTIES OF THEIR POSITION. EACH PERSON ANNUALLY SIGNS A STATEMENT AFFIRMING: RECEIPT OF A COPY OF THE POLICY; HIS/HER UNDERSTANDING OF THE POLICY; AGREEMENT TO COMPLY WITH THE POLICY; AND VERIFICATION THAT HE/SHE HAS DISCLOSED ANY POTENTIAL CONFLICTS OF INTEREST. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AND ACCESSIBLE FROM THE TRUST'S WEBSITE CST.DAV.ORG. THE ANNUAL REPORT AND MOST RECENT FORM 990 ARE ALSO ACCESSIBLE FROM THE TRUST'S WEBSITE, CST.DAV.ORG, AND UPON REQUEST OR FOR PUBLIC INSPECTION AT THE TRUST'S ADMINISTRATIVE OFFICE, 860 DOLWICK DRIVE, ERLANGER, KY 41018. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Uncollectible Pledges - -186799; Difference in Accounting for Charitable Gift Annuities - -309387; Total - -496186; FORM 990, PART III, LINE 4 PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED) THE DISABLED AMERICAN VETERANS (DAV) Charitable Service Trust is dedicated to one single purpose: empowering veterans to lead high-quality lives with respect and dignity. In an effort to fulfill that purpose throughout the nation, the Trust awards grant funds to nonprofit organizations with programs or services that benefit service members of every era. The Trust generally supports initiatives that provide the following: - Food, shelter, and other necessary items; - Mobility items or assistance specific to individuals with blindness or vision loss; hearing loss; or amputations; - Qualified Therapeutic or recreational activities; - Physical or psychological rehabilitation; - Education, training and career-readiness; and - Other forms of direct assistance as appropriate for short or long-term relief for veterans, caregivers and/or their families. Though the specific needs of veterans from each era may vary, the Trust has supported veterans suffering from post-traumatic stress disorder, traumatic brain injuries, substance abuse issues, amputations, spinal cord injuries, and other physical or mental afflictions. Grant funds have allowed for veterans to secure meaningful employment, healthcare, housing, food, education, camaraderie, and overall support for the many challenges that service members face upon returning from combat. Through financial assistance grants, the Trust enables organizations to sustain quality programming to millions of veterans and dependents each year. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW PROCESS IN ACCORDANCE WITH THE ORGANIZATION'S Bylaws, there is no compensation paid to Officers or Directors. In 2025, the Board of Directors reaffirmed its policy that authorizes a per diem be paid to Directors and Officers whose duties require their attendance at Board of Directors meetings or such other events where they serve as representatives of or travel on business for the Trust. The President does not receive compensation for services rendered in conjunction with his position and exercises supervision over the Trust's affairs in accordance with policies, decisions and mandates of the Board. As all the members of the Board are volunteers, the Board has contracted with Disabled American Veterans (DAV) to utilize the services of a DAV employee to serve as the Administrator of the Trust. The Trust reimbursed the DAV $37,316.69 in 2025 for those services. The Administrator assists the President and other officers in the implementation of Board directives. She also ensures that the President and board members are kept fully abreast of even routine matters so that they may fully carry out their responsibilities.