2023-07-27T09:48:42-05:00 2022-12-31 FORVIS LLP 312 WALNUT STREET SUITE 3000 CINCINNATI OH 45202 990 2022-01-01 521521276 DISABLED AMERICAN VETERANS (DAV) CHARITABLE SERVICE TRUST % BRIDGETTE G SORRELL DISA 8594417300 860 DOLWICK DRIVE ERLANGER KY 41018 DENNIS R NIXON SEC./TREASURER 8594417300 2023-11-15 true DENNIS R NIXON 999009999 Aaron Hershberger P00961884 5136218300 2 2022 2023-04-26 12:10:37Z RICHARD E MARBES 860 DOLWICK DRIVE ERLANGER KY 41018 32306643 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 14449181 17081488 0 0 6816833 3172722 0 0 21266014 20254210 6637105 9838621 0 0 0 0 0 0 93337 486291 515529 7123396 10354150 14142618 9900060 56693498 56720432 4171803 3698982 52521695 53021450 X 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. (CONTINUED ON SCHEDULE O) false false 9838621 9838621 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. 111515 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. 9950136 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 true 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 true true true true true true false false false AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X BRIDGETTE G SORRELL 8594417300 860 DOLWICK DRIVE ERLANGER KY 41018 X J MARC BURGESS VICE PRESIDENT 6.0 0.0 X X 0 0 0 RICHARD E MARBES PRESIDENT 6.0 0.0 X X 0 0 0 ANDREW H MARSHALL DIRECTOR (1/22-8/22) 4.0 0.0 X 0 0 0 DENNIS R NIXON DIRECTOR 4.0 0.0 X 0 0 0 DANNY OLIVER DIRECTOR 4.0 0.0 X 0 0 0 JOSEPH P PARSETICH DIRECTOR (8/22-12/22) 4.0 0.0 X X 0 0 0 DAVID L TANNENBAUM SECRETARY/TREASURER 6.0 0.0 X 0 0 0 DENICE T WILLIAMS DIRECTOR 4.0 0.0 X 0 0 0 0 0 0 0 false false false 0 1176945 15904543 132099 17081488 0 1117971 1117971 0 0 0 0 0 14107184 12052433 2054751 2054751 2054751 0 0 0 0 0 0 0 0 0 0 20254210 3172722 9838621 9838621 0 0 0 0 0 0 0 0 0 0 6841 6841 32150 16075 16075 0 0 87442 87442 212684 140448 72236 15626 11720 781 3125 53710 4144 49555 11 0 0 0 12494 2356 10138 0 0 0 0 10179 10179 4088 2044 2044 GRANT PROPOSAL PROCESSING 64997 64997 REGISTRATION FEES 15318 4194 11124 10354150 9950136 310677 93337 0 0 11682989 5856468 83259 81260 568418 732669 0 0 0 0 0 0 735 311 19552 15812 50895 22167 38907 28728 44262533 49945259 0 0 0 0 0 0 37105 59925 56693498 56720432 283920 101491 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3887883 3597491 4171803 3698982 X 52502695 52938841 19000 82609 52521695 53021450 56693498 56720432 X 9900060 -9371647 -28658 X false true X true false X 12093585 10540326 10110451 14449181 17081488 64275031 0 0 12093585 10540326 10110451 14449181 17081488 64275031 87582 64187449 871915 800663 702544 1365270 1117971 4858363 0 0 69133394 0.92846 0.91334 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10354150 10354150 667708 166927 false 613469 530977 506170 667708 2318324 3477486 153367 132744 126543 166927 579581 869372 50895 22167 28728 28728 0 ANNUITY PAYMENT LIABILITY 3597491 3597491 10592651 -9371647 -202470 -9574117 20166768 87442 87442 20254210 10266708 10266708 87442 87442 10354150 PART XI, LINE 2D OTHER ADJUSTMENTS Uncollectible Pledges $ 186,509 Difference in Accounting for Charitable Gift Annuities $ 15,961 Total $ 202,470 true A Sanctuary for Military Families Inc 5440 CR 41 PO Box 1563 Granby CO 80446 261410596 501(C)(3) 15000 Health Achilles International 315 West 39th Street New York NY 10018 133318293 501(C)(3) 25000 Rehabilitation/ Therapeutic Adaptive Adventures 9053 Harlan Street Westminster CO 80031 841512653 501(C)(3) 107000 Rehabilitation/ Therapeutic Adaptive Sports Program New Mexico Inc PO Box 5676 Santa FE NM 87502 850403958 501(C)(3) 22400 Rehabilitation/ Therapeutic ALS ASSOCIATION OR & SW WA CHAPTER 825 NE Multnomah Street Street Address Portland OR 97232 680516066 501(C)(3) 6500 Health American Humane 1400 16th St NW Washington DC 20036 840432950 501(C)(3) 38000 Rehabilitation/ Therapeutic Applied Behavioral Rehabilitation Institute Inc 655 Park Avenue 315 West 39th Street Bridgeport CT 06604 061520511 501(C)(3) 30000 Homeless/Indigent/ Crisis Intervention ARMED SERVICES ARTS PARTNERSHIP 2461 EISENHOWER AVE Alexandria VA 22314 474007504 501(C)(3) 20000 Rehabilitation/ Therapeutic Asheville Buncombe Comm Christian Ministry 20 20th Street Asheville NC 28806 560945001 501(C)(3) 25000 Homeless/Indigent/ Crisis Intervention Assistance Dogs of the West 1590 San Mateo Ln Santa FE NM 87550 850431646 501(C)(3) 18000 Rehabilitation/ Therapeutic Audio Information Network of Colorado 1700 55th Street Boulder CO 80301 841147123 501(C)(3) 17000 Rehabilitation/ Therapeutic Bastion Community of Resilience 1901 Mirabeau Ave New Orleans LA 70122 274383654 501(C)(3) 62000 Health Blue Skies for Good Guys & Gals Warrior FDN 1707 Run Way Middletown OH 45042 474583313 501(C)(3) 49000 GENERAL NEEDS Camillus House Inc 1603 NW 7th Avenue Miami FL 33136 065003862 501(C)(3) 25000 Homeless/Indigent/ Crisis Intervention Canines for Service Inc 221 Old Dairy Rd Wilmington NC 28405 562118747 501(C)(3) 50000 Rehabilitation/ Therapeutic CASA 624 W Jones Street Raleigh NC 27603 561778714 501(C)(3) 82000 Homeless/Indigent/ Crisis Intervention Central Arizona Shelter Services Inc 230 S 12th Avenue Phoenix AZ 85007 860500753 501(C)(3) 8000 Homeless/Indigent/ Crisis Intervention CITIZENS DEVELOPMENT CENTER 8800 AMBASSADOR ROW Dallas TX 75247 751008422 501(C)(3) 12000 Employment Community Hope Inc 959 Rt 46 East Parsippany NJ 07054 222647038 501(C)(3) 40000 Homeless/Indigent/ Crisis Intervention Community Legal Aid Services Inc 50 S Main St Ste 800 Akron OH 44308 340753560 501(C)(3) 15000 Legal Community Outreach Inc 865 Reiman Avenue Corvallis OR 97330 930602094 501(C)(3) 10000 Homeless/Indigent/ Crisis Intervention Continuum of Care Inc 109 Legion Ave New Haven CT 06519 060836524 501(C)(3) 15000 Health COTS INC 819 S WEST AVENUE Appleton WI 54915 391913179 501(C)(3) 15000 Homeless/Indigent/ Crisis Intervention DAV - Boulder Crest Retreat Foundation 860 Dolwick Drive Erlanger KY 41018 310263158 501(C)(4) 150000 Rehabilitation/ Therapeutic Disabled American Veterans 860 Dolwick Drive Erlanger KY 41018 310263158 501(C)(4) 71000 Advocacy/ Awareness Disabled American Veterans 860 Dolwick Drive Erlanger KY 41018 310263158 501(C)(4) 1779364 Counseling & Claims/ Filing Assistance Disabled American Veterans 860 Dolwick Drive Erlanger KY 41018 310263158 501(C)(4) 32500 Homeless/Indigent/ Crisis Intervention Disabled American Veterans 860 Dolwick Drive Erlanger KY 41018 310263158 501(C)(4) 99526 Rehabilitation/ Therapeutic Disabled American Veterans 860 Dolwick Drive Erlanger KY 41018 310263158 501(C)(4) 200000 Transportation Disabled American Veterans - Camp Corral 860 Dolwick Drive Erlanger KY 41018 310263158 501(C)(4) 300000 Rehabilitation/ Therapeutic DAV - Employment Initiative 860 Dolwick Drive Erlanger KY 41018 310263158 501(C)(4) 1600000 Employment Disabled American Veterans NSF 860 Dolwick Drive Erlanger KY 41018 521516071 501(C)(4) 11000 Rehabilitation/ Therapeutic DAV NSF - Transportation 860 Dolwick Drive Erlanger KY 41018 521516071 501(C)(4) 331156 Transportation EDWARD KLINE MEMORIAL HOMELESS VETS FUND 7881 W CHARLESTON BLVD Las Vegas NV 89117 452285031 501(C)(3) 20625 Homeless/Indigent/ Crisis Intervention Family Eldercare Inc 1700 Rutherford Lane Austin TX 78754 742286387 501(C)(3) 10000 Health Flagstaff Shelter Services Inc 4185 E Huntington Dr Flagstaff AZ 86004 204921369 501(C)(3) 10000 Homeless/Indigent/ Crisis Intervention Food & Friends Inc 219 Riggs Road NE Washington DC 20011 521648941 501(C)(3) 25000 Health Fort Bend Seniors Meals on Wheels PO Box 1488 Rosenberg TX 77471 741918313 501(C)(3) 50000 Health Gary Sinise Foundation 21700 Oxnard St Woodland Hills CA 91367 800587086 501(C)(3) 500000 Rehabilitation/ Therapeutic Habitat for Humanity of Hillsborough County 509 East Jackson Street Tampa FL 33602 592850410 501(C)(3) 9750 Homeless/Indigent/ Crisis Intervention Harbor Homes 77 Northeastern Blvd Nashua NH 03062 020351932 501(C)(3) 20000 Employment HOMEFRONT INC 88 HAMILTON AVE Stamford CT 06902 300281085 501(C)(3) 10000 Homeless/Indigent/ Crisis Intervention Homeward Bound of Marin 1385 N Hamilton Parkway Novato CA 94949 680011405 501(C)(3) 15000 Homeless/Indigent/ Crisis Intervention Housing Crisis Center 4210 Junius Street Dallas TX 75246 751633304 501(C)(3) 20000 Homeless/Indigent/ Crisis Intervention Injured Marine Semper Fi Fund 825 College Boulevard Oceanside CA 92057 260086305 501(C)(3) 25000 Employment Island Dolphin Care Inc 150 Lorelane Place Key Largo FL 33037 650728047 501(C)(3) 67700 Rehabilitation/ Therapeutic Joseph House Inc 1526 Republic Street Cincinnati OH 45202 311383835 501(C)(3) 1500000 Homeless/Indigent/ Crisis Intervention Legal Aid of Southeastern Pennsylvania 625 Swede St Norristown PA 19401 231901014 501(C)(3) 20000 Legal LifeCare Alliance 1699 West Mound Street Columbus OH 43223 314379494 501(C)(3) 20000 Health Mental Health America of Greater Houston 2211 Norfolk Houston TX 77098 741272394 501(C)(3) 25000 Health Mercy Housing Lakefront 120 S LaSalle St Chicago IL 60603 363453183 501(C)(3) 15000 Homeless/Indigent/ Crisis Intervention Music Conservatory of Westchester 216 Central Avenue White Plains NY 10606 136007082 501(C)(3) 17500 Rehabilitation/ Therapeutic New Hampshire Catholic Charities Inc 100 William Loeb Dr Manchester NH 03109 020222163 501(C)(3) 19000 Homeless/Indigent/ Crisis Intervention New York Legal Assistance Group 100 PEARL ST New York NY 10004 133505428 501(C)(3) 110000 Legal Operation Troop Appreciation 1219 Schweitzer Road Mckeesport PA 15135 810651982 501(C)(3) 9500 Homeless/Indigent/ Crisis Intervention Our Military Kids 2911 Hunter Mill Road Oakton VA 22124 562483648 501(C)(3) 200000 Rehabilitation/ Therapeutic Patient AirLift Services (PALS) 7110 Republic Airport Farmingdale NY 11735 272370028 501(C)(3) 10000 Rehabilitation/ Therapeutic Quality of Life Foundation Inc 2750 Killarney Drive Woodbridge VA 22192 261820245 501(C)(3) 122200 Rehabilitation/ Therapeutic Quantum Leap Farm Inc 10401 Woodstock Road Odessa FL 33556 593469464 501(C)(3) 30000 Rehabilitation/ Therapeutic REBOOT Recovery PO Box 381 Pleasant View TN 37146 453305357 501(C)(3) 15000 Health RUSTYS BICYCLE RECYCLE INC 1275 BENNETT DR UNIT 126 Longwood FL 32750 824975971 501(C)(3) 5800 Homeless/Indigent/ Crisis Intervention Rutgers University Foundation 335 George Street New Brunswick NJ 08901 237318742 501(C)(3) 50000 Health Samaritan CTR Counseling & Pastoral Care 8956 Research Blvd Austin TX 78758 741832864 501(C)(3) 30000 Health Senior Resources Inc 2817 Millwood Avenue Columbia SC 29205 570484965 501(C)(3) 24300 Health SILVER KEY SENIOR SERVICES 1625 S MURRAY BLVD Colorado SPGS CO 80916 237109922 501(C)(3) 25000 Health SOUTHEAST MISSOURI FOOD BANK 600 STATE HIGHWAY H Sikeston MO 63801 431395863 501(C)(3) 46500 Homeless/Indigent/ Crisis Intervention Stack Up PO BOX 834 Van Nuys CA 91342 475424265 501(C)(3) 15000 Health Support The Enlisted Project Inc 9951 Business Park Ave San Diego CA 92131 203051279 501(C)(3) 25000 Homeless/Indigent/ Crisis Intervention Swords to Plowshares 401 Van Ness Ave San Francisco CA 94102 942260626 501(C)(3) 30000 Homeless/Indigent/ Crisis Intervention The Chicago Lighthouse 1850 W Roosevelt Rd Chicago IL 60608 362169139 501(C)(3) 10000 GENERAL NEEDS THE NATIONAL MILITARY FAMILY ASSOCIATION 2800 EISENHOWER AVE Alexandria VA 22314 520899384 501(C)(3) 15000 Rehabilitation/ Therapeutic The Thresholds 4101 North Ravenswood Ave Chicago IL 60613 362518901 501(C)(3) 15000 Homeless/Indigent/ Crisis Intervention University of Cincinnati Foundation PO Box 19970 Cincinnati OH 45219 310896555 501(C)(3) 25000 Educational University of Texas Foundation 9011 Mountain Ridge Dr Austin TX 75759 741587488 501(C)(3) 16500 Rehabilitation/ Therapeutic USA Cares Inc 11760 Commonwealth Dr Louiville KY 40299 050588761 501(C)(3) 100000 Homeless/Indigent/ Crisis Intervention Veterans Education Success 1501 K Street NW Washington DC 20005 462070196 501(C)(3) 20000 Legal Vietnam Veterans Workshop Inc 17 Court Street Boston MA 02108 043007211 501(C)(3) 15000 Homeless/Indigent/ Crisis Intervention Warrior Meditation Foundation PO Box 218117 Columbus OH 43221 455571507 501(C)(3) 1000000 Health Welcome Home Inc 2120 Business Loop 70 E Columbia MO 65201 431372690 501(C)(3) 10000 Homeless/Indigent/ Crisis Intervention Working Wardrobes for a New Start 2000 E McFadden Ave Santa Ana CA 92705 330669145 501(C)(3) 25000 Employment Workshops for Warriors 2970 Main Street San Deigo CA 92113 261721255 501(C)(3) 40000 Employment Yellow Ribbon Fund Inc PO Box 41048 Bethesda MD 20824 364567583 501(C)(3) 100000 Health 72 2 SCHEDULE I, PART I, LINE 2 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. X 6 132099 COST/SELLING PRICE false true false Schedule M, Part I, Column (b) The number reported on Schedule M, Part I, Column b is the number of contributions. FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION (CONTINUED) TO CARRY OUT THIS RESPONSIBILITY, THE CHARITABLE SERVICE TRUST SUPPORTS PHYSICAL AND PSYCHOLOGICAL REHABILITATION PROGRAMS; ENHANCES RESEARCH AND 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. 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 11B PROCESS OF THE REVIEW OF FORM 990 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, SECTION B, LINE 12C ORGANIZATION'S PRACTICE FOR MONITORING COMPLIANCE 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, SECTION B, LINE 15 COMPENSATION REVIEW PROCESS IN ACCORDANCE WITH THE ORGANIZATION'S Bylaws, there is no compensation paid to Officers or Directors. In 2022, 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 $42,545.98 in 2022 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. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS 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 UNCOLLECTIBLE PLEDGES $ (186,509) CGA ADJUSTMENT CALCULATION $ (15,961) CGA VALUATION ADJUSTMENT $ 173,812 TOTAL $ 28,658