2025-07-16T15:06:44+00:00 2024-12-31 440160260 Forvis Mazars LLP 312 Walnut Street Suite 3000 Cincinnati OH 45202 990 2024-01-01 521521276 Disabled American Veterans (DAV) Charitable Service Trust DISA 8594417300 860 Dolwick Drive Erlanger KY 41018 DENNIS R NIXON SECRETARY/TREASURER 8594417300 2025-07-16 true true Aaron Hershberger P00961884 5136218300 2025-06-09 2024 2025-03-06 01:10:19Z J Marc Burgess 860 Dolwick Drive Erlanger KY 41018 41876145 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 9 0 19055895 17598710 0 0 1164384 3201740 0 0 20220279 20800450 21466149 10917539 0 0 0 0 0 0 92068 498140 492816 21964289 11410355 -1744010 9390095 61885409 77256489 3553034 5317438 58332375 71939051 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 10917539 10917539 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. 106706 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. 11024245 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 MN MS NH NJ NM NY NC OR PA RI SC TN UT VA AR WV WI X X BRIDGETTE G SORRELL 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 Director (1/24-8/24), PRESIDENT (8/24-12/24) 6.0 0.0 X X 0 0 0 RICHARD E MARBES PRESIDENT (1/24-8/24) 6.0 0.0 X X 0 0 0 DANIEL CONTRERAS DIRECTOR (8/24-12/24) 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 NANCY G ESPINOSA DIRECTOR (1/24-8/24) 4.0 0.0 X 0 0 0 0 0 0 0 false false false 0 964201 0 0 0 0 16634509 50317 17598710 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 2288840 0 0 2288840 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 21988595 21075695 912900 0 912900 0 0 912900 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 20800450 0 0 3201740 10917539 10917539 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 6840 0 0 6840 36400 18200 18200 0 0 0 0 0 0 0 125380 0 125380 0 158333 0 89051 69282 18312 13734 916 3662 43899 4674 38849 376 0 0 0 0 0 0 0 0 0 0 0 0 16096 172 15924 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8555 8555 0 0 4244 2122 2122 0 GRANT PROPOSAL PROCESSING 59249 59249 0 0 REGISTRATION FEES 15508 0 3600 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Taxes ANNUITY PAYMENT LIABILITY 5163600 5163600 24988025 4818995 0 0 -506040 4312955 20675070 125380 0 125380 20800450 11284975 0 0 0 0 0 11284975 125380 0 125380 11410355 Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Uncollectible Pledges - -193502 Difference in Accounting for Charitable Gift Annuities - -312538 true Disabled American Veterans 860 Dolwick Drive Erlanger KY 41018 310263158 501(c)(4) 136250 Advocacy / Awareness Disabled American Veterans 860 Dolwick Drive Erlanger KY 41018 310263158 501(c)(4) 494381 Counseling & Claims / Filing Assistance Disabled American Veterans 860 Dolwick Drive Erlanger KY 41018 310263158 501(c)(4) 25000 Employment Disabled American Veterans 860 Dolwick Drive Erlanger KY 41018 310263158 501(c)(4) 91120 Homeless / Indigent / Crisis Intervention Disabled American Veterans 860 Dolwick Drive Erlanger KY 41018 310263158 501(c)(4) 327500 Rehabilitation / Therapeutic Disabled American Veterans 860 Dolwick Drive Erlanger KY 41018 310263158 501(c)(4) 205000 Transportation Disabled American Veterans 860 Dolwick Dr Erlanger KY 41018 310263158 501(c)(4) 252119 Transportation - NCA Golf Cart Program Disabled American Veterans 860 Dolwick Drive Erlanger KY 41018 310263158 501(c)(4) 500000 Rehabilitation / Therapeutic - Camp Corral Disabled American Veterans 860 Dolwick Drive Erlanger KY 41018 310263158 501(c)(4) 150000 Rehabilitation / Therapeutic - Boulder Crest Retreat Foundation Disabled American Veterans 860 Dolwick Drive Erlanger KY 41018 310263158 501(c)(4) 800000 Homeless / Indigent / Crisis Intervention - Disaster Relief Fund Disabled American Veterans 860 Dolwick Drive Erlanger KY 41018 310263158 501(c)(4) 1746716 Employment - Employment Initiative Disabled American Veterans National Service Foundation 860 Dolwick Drive Erlanger KY 41018 521516071 501(c)(4) 572403 Transportation - Transportation Network K9s For Warriors Inc 114 Camp K9 Road Ponte Vedra FL 320817011 275219467 501(c)(3) 35000 Rehabilitation / Therapeutic Rush University Medical Center 1201 West Harrison Street Suite 300 Chicago IL 60607 362174823 501(c)(3) 35000 Health Community Rowing Inc 20 Nonantum Road Brighton MA 02135 042863756 501(c)(3) 8000 Rehabilitation / Therapeutic Mountain Resource Center Inc PO Box 425 Conifer CO 80433 841178699 501(c)(3) 75000 Homeless / Indigent / Crisis Intervention University of Cincinnati Foundation PO Box 19970 Cincinnati OH 45219 310896555 501(c)(3) 50000 Educational Mental Health America of Greater Houston Inc 2211 Norfolk Suite 810 Houston TX 77098 741272394 501(c)(3) 25000 Health Homes for Families 21031 Ventura Boulevard Suite 610 Woodland Hills CA 91364 262932191 501(c)(3) 50000 Homeless / Indigent / Crisis Intervention Welcome Home Inc 2120 Business Loop 70 East Columbia MO 65201 431372690 501(c)(3) 50000 Homeless / Indigent / Crisis Intervention Rutgers University Foundation 335 George Street Suite 4000 New Brunswick NJ 08901 237318742 501(c)(3) 50000 Health Salute Inc 18 North Bothwell Street Palatine IL 600675022 061718308 501(c)(3) 50000 Homeless / Indigent / Crisis Intervention USA Cares Inc 11760 Commonwealth Drive Louisville KY 40299 050588761 501(c)(3) 150000 Homeless / Indigent / Crisis Intervention Harbor Homes 77 Northeastern Boulevard Nashua NH 03062 020351932 501(c)(3) 20000 Employment Disability Rights Advocates for Technology 500 Fox Ridge Road St Louis MO 63131 550877645 501(c)(3) 225000 Health University of Connecticut Foundation Inc 2390 Alumni Drive Unit 3206 Storrs CT 062693206 066070722 501(c)(3) 6000 Educational The Thresholds 4101 North Ravenswood Avenue Chicago IL 60613 362518901 501(c)(3) 15000 Health Intrepid Fallen Heroes Fund West 46th Street 12th Avenue New York NY 10036 200366717 501(c)(3) 465000 Health Mercy Medical Angels 101 West Main Street 1000 Norfolk VA 23510 521374161 501(c)(3) 20000 Transportation Project MEND 5015 Wurzbach Road San Antonio TX 78238 742647324 501(c)(3) 14000 Health Audio Information Network of Colorado 1700 55th Street Suite A Boulder CO 80301 841147123 501(c)(3) 23000 Rehabilitation / Therapeutic A Sanctuary for Military Families Inc 135 Country Center Drive Suite F274 Pagosa Springs CO 81147 261410596 501(c)(3) 20000 Health Senior Resources Inc 2817 Millwood Avenue Columbia SC 29205 570484965 501(c)(3) 30000 Health Our Military Kids 2911 Hunter Mill Road Suite 203 Oakton VA 22124 562483648 501(c)(3) 225000 Rehabilitation / Therapeutic Warrior Canine Connection Inc 14934 Schaeffer Road Boyds MD 20841 452981579 501(c)(3) 225000 Rehabilitation / Therapeutic LifeCare Alliance 1699 West Mound Street Columbus OH 43223 314379494 501(c)(3) 45000 Health Music Conservatory of Westchester 216 Central Avenue White Plains NY 10606 136007082 501(c)(3) 18000 Rehabilitation / Therapeutic Minnesota Assistance Council for Veterans 1000 University Avenue West Suite 10 Saint Paul MN 55140 411694717 501(c)(3) 50000 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 Swords to Plowshares 401 Van Ness Avenue Suite 313 San Francisco CA 94102 942260626 501(c)(3) 30000 Homeless / Indigent / Crisis Intervention Home Front Military Network 1120 North Circle Drive Suite 230 Colorado Springs CO 80909 200778121 501(c)(3) 25000 Homeless / Indigent / Crisis Intervention Adaptive Adventures 9053 Harlan Street Suite 34 Westminster CO 80031 841512653 501(c)(3) 150000 Rehabilitation / Therapeutic Semper Fi & America's Fund 825 College Boulevard Suite 102 Oceanside CA 92057 260086305 501(c)(3) 25000 Employment Adaptive Sports Program New Mexico Inc PO Box 5676 Santa Fe NM 875025676 850403958 501(c)(3) 23000 Rehabilitation / Therapeutic Community Hope Inc 959 Route 46 East Suite 402 Parsippany NJ 07054 222647038 501(c)(3) 25000 Homeless / Indigent / Crisis Intervention Achilles International 315 West 39th Street Suite 205 New York NY 10018 133318293 501(c)(3) 17500 Rehabilitation / Therapeutic United Veterans Beacon House Inc 1715 Union Boulevard Bay Shore NY 11706 113246402 501(c)(3) 42000 Homeless / Indigent / Crisis Intervention Society of St Vincent de Paul 420 West Watkins Road Phoenix AZ 850032830 860096789 501(c)(3) 15000 Homeless / Indigent / Crisis Intervention NewView Oklahoma 501 North Douglas Avenue Oklahoma City OK 73106 730592386 501(c)(3) 43500 Health Gary Sinise Foundation PO Box 40726 Nashville TN 37204 800587086 501(c)(3) 500000 Rehabilitation / Therapeutic Quality of Life Foundation Inc 2750 Killarney Drive Suite 100 Woodbridge VA 22192 261820245 501(c)(3) 70500 Rehabilitation / Therapeutic Hope for the Warriors 8003 Forbes Place Suite 320 Springfield VA 22151 205182295 501(c)(3) 15000 Health Five STAR Veterans Center Inc 40 Acme Street Jacksonville FL 322117996 453545974 501(c)(3) 57000 Homeless / Indigent / Crisis Intervention Warrior Wellness Program Inc 1750 ARCADIA ROAD HOLIDAY FL 34690 472601144 501(c)(3) 60000 Health Community Legal Aid Services Inc 50 South Main Street Suite 800 Akron OH 443081823 340753560 501(c)(3) 20000 Legal Wilmington Area Rebuilding Ministry Inc 909 Market Street Wilmington NC 284014732 562076795 501(c)(3) 75000 Homeless / Indigent / Crisis Intervention Homeward Bound of Marin 1385 North Hamilton Parkway Novato CA 94949 680011405 501(c)(3) 10000 Homeless / Indigent / Crisis Intervention Higher Ground Sun Valley Inc 160 West 7th Street PO Box 6791 Ketchum ID 833406791 820512146 501(c)(3) 25000 Rehabilitation / Therapeutic Soldiers Angels 2895 Northeast Loop 410 Suite 107 San Antonio TX 78218 200583415 501(c)(3) 22500 Homeless / Indigent / Crisis Intervention Working Wardrobes for a New Start 2000 East McFadden Avenue Santa Ana CA 927054706 330669145 501(c)(3) 25000 Employment Support The Enlisted Project Inc 9915 Businesspark Avenue Suite A San Diego CA 921311172 203051279 501(c)(3) 25000 Homeless / Indigent / Crisis Intervention Wasatch Adaptive Sports Inc 9385 South Snowbird Center Drive Snowbird UT 84092 942864171 501(c)(3) 20000 Rehabilitation / Therapeutic Stack Up PO BOX 834 Van Nuys CA 91406 475424265 501(c)(3) 15000 Health REBOOT Recovery PO Box 381 Pleasant View TN 371460381 453305357 501(c)(3) 32000 Health Headstrong Project Inc 4504 162nd Street Suite 203 Flushing NY 11358 455261907 501(c)(3) 25000 Health Veterans Recovery Resources 1200 Springhill Avenue Mobile AL 366042726 474013431 501(c)(3) 32000 Rehabilitation / Therapeutic University of Texas Foundation 9011 Mountain Ridge Drive Suite 150 Austin TX 78759 741587488 501(c)(3) 15750 Rehabilitation / Therapeutic Patient AirLift Services (PALS) 7110 Republic Airport 2nd Floor Farmingdale NY 11735 272370028 501(c)(3) 10000 Transportation Samaritan Center for Counseling and Pastoral Care Inc 8956 Research Boulvard Building 2 Austin TX 787585969 741832864 501(c)(3) 40000 Health Blue Skies for the Good Guys and Gals Warrior Foundation 1711 Run Way Middletown OH 450422300 474583313 501(c)(3) 50000 Rehabilitation / Therapeutic The Chicago Lighthouse for the Blind and Visually Impaired 1850 West Roosevelt Road Chicago IL 60608 362169139 501(c)(3) 15000 Employment Yellow Ribbon Fund Inc PO Box 41048 Bethesda MD 208241048 364567583 501(c)(3) 130000 Health Comfort Crew for Military Kids 8127 Mesa Drive Suite B206 117 Austin TX 78759 260141940 501(c)(3) 19500 Rehabilitation / Therapeutic Save A Warrior PO Box 218117 Columbus OH 43221 455571507 501(c)(3) 1000000 Health Crown Point Chapter #80 PO Box 693 Crown Point IN 463080693 356071212 501(c)(4) 10000 Homeless / Indigent / Crisis Intervention J Robert Graham Chapter #26 1012 Crowell Avenue Chesapeake VA 233241018 237060764 501(c)(4) 30000 Homeless / Indigent / Crisis Intervention CITIZENS DEVELOPMENT CENTER 8800 AMBASSADOR ROW DALLAS TX 752474621 751008422 501(c)(3) 15000 Employment EDWARD KLINE MEMORIAL HOMELESS VETERANS FUND 7881 WEST CHARLESTON BOULVARD SUITE 165 LAS VEGAS NV 891178324 452285031 501(c)(3) 37500 Homeless / Indigent / Crisis Intervention THE UNITED WAY OF CENTRAL MARYLAND INC 1800 WASHINGTON BOULVARD SUITE 340 BALTIMORE MD 212301732 520591543 501(c)(3) 30000 Legal GRATITUDE AMERICA INC PO Box 16956 Fernandina Beach FL 320344313 453969258 501(c)(3) 24000 Rehabilitation / Therapeutic NEIGHBORHOOD HOUSING SERVICES OF BIRMINGHAM INC 601 19TH STREET NORTH SUITE 103 BIRMINGHAM AL 352032230 630713056 501(c)(3) 24000 Homeless / Indigent / Crisis Intervention TEAM RED WHITE & BLUE INC PO Box 127 Floyds Knobs IN 47119 272196347 501(c)(3) 40000 Rehabilitation / Therapeutic SILVER KEY SENIOR SERVICES 1625 South Murray Boulvard Colorado Springs CO 80829 237109922 501(c)(3) 25000 Rehabilitation / Therapeutic SOUTHEAST MISSOURI FOOD BANK 600 STATE HIGHWAY H SIKESTON MO 638015352 431395863 501(c)(3) 63700 Health THE NATIONAL MILITARY FAMILY ASSOCIATION 2800 EISENHOWER AVENUE SUITE 250 ALEXANDRIA VA 223144587 520899384 501(c)(3) 20000 Rehabilitation / Therapeutic ARMED SERVICES ARTS PARTNERSHIP 2461 EISENHOWER AVENUE FLOOR 2 ALEXANDRIA VA 223144684 474007504 501(c)(3) 59000 Rehabilitation / Therapeutic FEEDING PETS OF THE HOMELESS 710 West Washington Street Carson City NV 897033826 263010540 501(c)(3) 50000 Homeless / Indigent / Crisis Intervention TRAVIS MANION FOUNDATION 140 East State Street Doylestown PA 189014313 412237951 501(c)(3) 10000 Health WOUNDED WARRIORS FAMILY SUPPORT INC 11218 JOHN GALT BOULVARD SUITE 103 OMAHA NE 681372358 201407520 501(c)(3) 20000 Rehabilitation / Therapeutic ROBERT IRVINE FOUNDATION INC 1227 NORTH FRANKLIN STREET TAMPA FL 336023313 465420676 501(c)(3) 145000 Rehabilitation / Therapeutic TWILIGHT WISH FOUNDATION PO BOX 1042 DOYLESTOWN PA 189010017 731670060 501(c)(3) 25000 Rehabilitation / Therapeutic NEW BRIDGE PLACE 645 WOOSTER STREET LODI OH 442541325 510598275 501(c)(3) 30000 Homeless / Indigent / Crisis Intervention DONKA INCORPORATED 400 NORTH COUNTY FARM ROAD WHEATON IL 601873908 363284578 501(c)(3) 32500 Employment THE FOOD BANK FOR CENTRAL & NORTHEAST MISSOURI INC 2101 VANDIVER DRIVE SUITE B COLUMBIA MO 652021910 431238934 501(c)(3) 20000 Health HOMEWARD PIKES PEAK 2010 EAST BIJOU STREET COLORADO SPRINGS CO 809095819 134242773 501(c)(3) 9000 Homeless / Indigent / Crisis Intervention METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE 420 NORTH 20TH STREET PHILADELPHIA PA 191303828 232586142 501(c)(3) 8000 Health CONCERTS IN MOTION INC PO BOX 231097 NEW YORK NY 100230019 271367692 501(c)(3) 18000 Rehabilitation / Therapeutic PROJECT ANGEL HEART 4950 WASHINGTON STREET DENVER CO 802162026 841199481 501(c)(3) 17000 Health CATALYST SPORTS INC 2020 Howell Mill Road Northwest Suite D560 ATLANTA GA 30318 800760565 501(c)(3) 17500 Rehabilitation / Therapeutic FOLDS OF HONOR FOUNDATION 5971 PATRIOT DRIVE OWASSO OK 740558201 753240683 501(c)(3) 25000 Educational TAMPA LIGHTHOUSE FOR THE BLIND INC 1106 WEST PLATT STREET TAMPA FL 336062142 590637876 501(c)(3) 20000 Rehabilitation / Therapeutic 87 4 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. 3 50317 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 - -193502; Difference in Accounting for Charitable Gift Annuities - -408912; 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 2024, 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 $32,477.59 in 2024 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.