2015-08-04T09:14:15-05:00 2014-12-31 861065772 Deloitte Tax LLP 250 East Fifth Street Suite 1900 Cincinnati OH 45202 990 2014-01-01 521521276 Disabled American Veterans (DAV) Charitable Service Trust DISA 8594417300 3725 Alexandria Pike Cold Spring KY 410761712 David L Tannenbaum Secretary/Treasurer 8594417300 2015-08-04 1 Rebecca Lyons P01487105 5137847100 2015-07-31 2014 2016-04-25 22:37:26Z Richard E Marbes 3725 Alexandria Pike Cold Spring KY 410761712 53858826 0 X www.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 9541027 5589336 0 0 1092606 2548343 0 0 10633633 8137679 6619549 6384064 0 0 16320 0 0 0 77909 328615 333405 6964484 6717469 3669149 1420210 25709004 24540545 4671982 4486045 21037022 20054500 Empowering veterans to lead high-quality lives with respect and dignity by supporting a broad spectrum of physical/psychological rehabilitation and assistive programs. See Schedule O for detailed statement of program service accomplishments. 0 0 6384064 6384064 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. 99496 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. 6483560 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 3 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AK AL AR CA CT FL GA HI IL KS KY MA MD MI MN MS NC NH NJ NM NY OK PA RI SC TN UT VA WI WV X X Bridgette G Shaffer 8594417300 3725 Alexandria Pike Cold Spring KY 410761712 X Richard E Marbes Chairman 6.00 0.00 X X 0 0 0 J Marc Burgess Vice Chairman 6.00 0.00 X X 0 0 0 David L Tannenbaum Secretary/Treasurer 6.00 0.00 X X 0 0 0 Ron F Hope Director (Start 8/14) 4.00 0.00 X 0 0 0 Joseph W Johnston Director (End 8/14) 4.00 0.00 X 0 0 0 Eugene A Murphy Director 4.00 0.00 X 0 0 0 Dennis R Nixon Director 4.00 0.00 X 0 0 0 James E Sursely Director 4.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 1672668 3916668 81088 5589336 377032 377032 47892458 45721147 2171311 2171311 2171311 8137679 0 0 2548343 6384064 6384064 6840 6840 39350 19675 19675 61153 61153 92352 754 35013 56585 32788 24591 1639 6558 26722 3662 20910 2150 16305 546 15759 3670 1835 1835 Grant Proposal Process 48313 48313 Registration Fees 5792 16 5776 Project Costs 120 120 6717469 6483560 156000 77909 1806648 2163059 356681 271986 22 450 5163 4431 22161 25515 45362 0 45362 45362 23420279 21982564 52688 47178 25709004 24540545 177844 194117 4494138 4291928 4671982 4486045 X 21037022 20054500 21037022 20054500 25709004 24540545 X 1420210 -1667721 -735011 X 0 1 X 1 0 X 5295582 6200987 5504449 9541027 5589336 32131381 5295582 6200987 5504449 9541027 5589336 32131381 3954776 28176605 234045 215477 229741 322445 377032 1378740 33510121 0.84080 0.84320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6717469 6717469 485873 121468 0 0 370775 367134 498224 485873 1722006 2583009 92694 91784 124556 121468 430502 645753 45362 45362 45362 Annuity Payment Liabilities 4291928 4291928 7341515 -735011 -735011 8076526 61153 61153 8137679 6656316 0 6656316 61153 61153 6717469 Part XI, Line 2d - Other Adjustments: Difference in Accounting for Charitable Gift Annuities -331,963. Uncollectible Pledges -403,048. 1 Disabled American Veterans 3725 Alexandria Pike Cold Spring KY 41076 310263158 501(c)(4) 1400000 Employment Intrepid Fallen Heroes Fund One Intrepid Square W 46th St 12th Ave New York NY 10036 200366717 501(c)(3) 1000000 Rehabilitation & Therapeutic Disabled American Veterans National Service Foundation 3725 Alexandria Pike Cold Spring KY 41076 521516071 501(c)(4) 800000 Transportation Gary Sinise Foundation 1901 Ave of the Stars Suite 1050 Los Angeles CA 90067 800587086 501(c)(3) 500000 Homeless/Crisis Intervention Disability Rights Advocates for Technology dba Segs4Vets 500 Fox Ridge Rd St Louis MO 63131 550877645 501(c)(3) 300000 Health Disabled American Veterans 3725 Alexandria Pike Cold Spring KY 41076 310263158 501(c)(4) 250000 Counseling & Claims Filing Assistance Disabled American Veterans 3725 Alexandria Pike Cold Spring KY 41076 310263158 501(c)(4) 236133 Rehabilitation & Therapeutic Disabled American Veterans 3725 Alexandria Pike Cold Spring KY 41076 310263158 501(c)(4) 200000 Transportation President and Fellows of Harvard College 1350 Massachusetts Avenue Cambridge MA 02138 042103580 501(c)(3) 175000 Legal Assistance, Counseling, & Representation New York Legal Assistance Group Inc 7 Hanover Square 18th Floor New York NY 10004 133505428 501(c)(3) 100000 Legal Assistance, Counseling, & Representation USA Cares Inc 562 B North Dixie Blvd Suite 3 Radcliff KY 40160 050588761 501(c)(3) 100000 Rehabilitation & Therapeutic Arkansas State University PO Box 910 State University AR 72476 716000556 501(c)(3) 60000 Educational Department of Veterans Affairs Medical Center 50 Irving St NW Washington DC 20422 Gov't Entity 60000 Homeless/Indigent/Crisis Intervention Disabled American Veterans DAV National Service & Legislative Headquarters 807 Maine Avenue SW Washington DC 20024 310263158 501(c)(4) 59426 Educational Our Military Kids Inc 6861 Elm St Suite 2A McLean VA 22101 562483648 501(c)(3) 55000 Rehabilitation & Therapeutic HVAF of Indiana Inc dba Hoosier Veterans Assistance Foundation Inc 964 N Pennsylvania St Indianapolis IN 46204 351890547 501(c)(3) 50000 Homeless/Indigent/Crisis Intervention Joseph House Inc 1526 Republic St Cincinnati OH 45202 311383835 501(c)(3) 50000 Homeless/Indigent/Crisis Intervention Mountain Resource Center PO Box 425 Conifer CO 80433 841178699 501(c)(3) 50000 Homeless/Indigent/Crisis Intervention Wounded Warrior Outdoors Inc 1041 Crown Park Circle Winter Garden FL 34787 271453102 501(c)(3) 50000 Rehabilitation & Therapeutic Fort Bend Seniors Meals on Wheels & Much Much More PO Box 1488 Rosenberg TX 77471 741918313 501(c)(3) 47815 Health National Education for Assistance Dog Services Inc NEADS National Campus 305 Redemption Rock Trail S Princeton MA 01541 237281887 501(c)(3) 45000 Rehabilitation & Therapeutic Achilles International dba Achilles Track Club 42 W 38th St Suite 400 New York NY 10018 133318293 501(c)(3) 35000 Rehabilitation & Therapeutic Wings of Hope Equitherapy 4200 County Rd Suite 806 Cleburne TX 76031 752646324 501(c)(3) 35000 Rehabilitation & Therapeutic Apple Tree Dental 8960 Springbrook Dr NW Suite 160 Minneapolis MN 06604 363411437 501(c)(3) 30000 Health Applied Behavioral Rehabilitation Institute Inc dba Homes for the Brave 655 Park Avenue Bridgeport CT 06604 061520511 501(c)(3) 30000 Homeless/Indigent/Crisis Intervention Disabled American Veterans - Prince William County #15 PO Box 4208 Manassas VA 20108 311114549 501(c)(4) 29330 Homeless/Indigent/Crisis Intervention Disabled American Veterans - Russell Leicht #3 1253 Schuering Rd Suite A De Pere WI 54115 396105368 501(c)(4) 27000 Homeless/Indigent/Crisis Intervention Disabled Sports USA 451 Hungerford Dr Suite 100 Rockville MD 20850 946174016 501(c)(3) 25000 Rehabilitation & Therapeutic Project Healing Waters Fly Fishing Inc PO Box 695 La Plata MD 20646 611518154 501(c)(3) 25000 Rehabilitation & Therapeutic Tulsa Day Center for the Homeless Inc 415 W Archer St Tulsa OK 74103 731557819 501(c)(3) 25000 Homeless/Indigent/Crisis Intervention Canines for Service Inc 1200 N 23rd St Suite 101 Wilmington NC 28405 562118747 501(c)(3) 20000 Rehabilitation & Therapeutic Family Violence Project dba Heroes and Healthy Families 1505 E 17th St Suite 101 Santa Ana CA 92705 562282113 501(c)(3) 20000 Rehabilitation & Therapeutic Island Dolphin Care Inc 150 Loreland Place Key Largo FL 33037 650728047 501(c)(3) 20000 Rehabilitation & Therapeutic Swords to Plowshares 1060 Howard Street San Francisco CA 94103 942260626 501(c)(3) 20000 Homeless/Indigent/Crisis Intervention Veterans Moving Forward 12895 Livia Dr Catharpin VA 20143 273117964 501(c)(3) 20000 Rehabilitation & Therapeutic Artsteam Inc 620 Pershing Dr Silver Spring MD 20910 371516235 501(c)(3) 18000 Rehabilitation & Therapeutic Family Housing Advisory Services Inc 2401 Lake Street Omaha NE 68111 470526720 501(c)(3) 16000 Homeless/Indigent/Crisis Intervention A Sanctuary for Military Families dba Project Sanctuary Inc 5440 CR 41 Granby CO 80446 261410596 501(c)(3) 15000 Rehabilitation & Therapeutic Adult Day Care Services Inc dba The Susan J Rheem Adult Day Center 844 Sunset Ave Prescott AZ 86305 742425293 501(c)(3) 15000 Health Caregiver Volunteers of Central Jersey Inc 253 Chestnut St Toms River NJ 08753 223197568 501(c)(3) 15000 Rehabilitation & Therapeutic Hospitalized Veterans Writing Project Inc 406 W 34th St Suite 103 Kansas City MO 64111 480987617 501(c)(3) 15000 Rehabilitation & Therapeutic New England Ctr for Homeless Veterans dba Vietnam Veterans Workshop Inc 17 Court St Boston MA 02108 043007211 501(c)(3) 15000 Homeless/Indigent/Crisis Intervention Society of St Vincent de Paul 420 W Watkins Rd Phoenix AZ 85002 860096789 501(c)(3) 15000 Homeless/Indigent/Crisis Intervention Soldiers Who Salsa 4445 Eastgate Mall Suite 200 San Diego CA 92121 274091893 501(c)(3) 15000 Rehabilitation & Therapeutic United Way of Broward County 1300 S Andrews Ave Fort Lauderdale FL 33316 590624402 501(c)(3) 15000 Homeless/Indigent/Crisis Intervention University of Connecticut Foundation Inc 2390 Alumni Dr U3206 Storrs CT 06269 080275408 501(c)(3) 15000 Employment Urban Ministries of Durham 410 Liberty Street PO Box 249 Durham NC 27702 581505891 501(c)(3) 15000 Homeless/Indigent/Crisis Intervention Operation Homefront Inc 1355 Central Pkwy S Suite 100 San Antonio TX 78232 320033325 501(c)(3) 14000 Rehabilitation & Therapeutic New York University Liallian Vernon Creative Writers House 58 W 10th St New York NY 10011 135562308 501(c)(3) 13000 Rehabilitation & Therapeutic Audio Info Network of CO dba Radio Reading Service of the Rockies Inc 1700 55th St Suite A Boulder CO 80301 841147123 501(c)(3) 12500 Rehabilitation & Therapeutic Columbia Oral Health Clinic 3425 1/2 North Main Street Columbia SC 29203 571073100 501(c)(3) 12500 Health Abilities Inc of Florida dba Service Source 1700 55th St Suite A Boulder CO 80301 590874493 501(c)(3) 12000 Employment Food Bank of South Jersey 1501 John Tipton Blvd Pennsauken NJ 08110 222623089 501(c)(3) 12000 Health Family Eldercare Inc 1700 Rutherford Ln Austin TX 78754 742286387 501(c)(3) 10000 Homeless/Indigent/Crisis Intervention Linden Resources 750 S 23rd St Arlington VA 22202 540660113 501(c)(3) 10000 Employment NACE International Education 1440 S Creek Dr Houston TX 77084 680517788 501(c)(3) 10000 Educational Project HOME 1515 Fairmount Ave Philadelphia PA 19130 232555950 501(c)(3) 10000 Homeless/Indigent/Crisis Intervention Project New Hope Inc PO Box 91 Leicester MA 01524 274555998 501(c)(3) 10000 Rehabilitation & Therapeutic Soldiers Project 4605 Lankerhim Blvd Suite 202 North Hollywood CA 91602 272815356 501(c)(3) 10000 Rehabilitation & Therapeutic Wheels of Success 5420 W Cypress St Tampa FL 33607 562372792 501(c)(3) 10000 Transportation Catholic Charities of the Archdiocese of Denver Inc 4045 Pecos St Denver CO 80211 840686679 501(c)(3) 8000 Homeless/Indigent/Crisis Intervention Creative Alternatives of New York 153 W 27th St Suite 300 New York NY 10001 133204610 501(c)(3) 8000 Rehabilitation & Therapeutic Hospital Hospitality House of Richmond 612 East Marshall Street Richmond VA 23219 541240348 501(c)(3) 8000 Health Share Your Care Adult Day Services Inc 2651 Pan American Freeway NE Suite A Albuquerque NM 87107 850237569 501(c)(3) 8000 Rehabilitation & Therapeutic Vetgroup Inc 103 N Main St Forked River NJ 08731 222840165 501(c)(3) 8000 Homeless/Indigent/Crisis Intervention Bay Area Outreach and Recreation Programs 3075 Adeline St Suite 200 Berkeley CA 94703 942324340 501(c)(3) 6000 Rehabilitation & Therapeutic Jewish Family & Children's Services of the Suncoast Inc 2688 Fruitville Rd Sarasota FL 34237 592693318 501(c)(3) 5200 Homeless/Indigent/Crisis Intervention Disabled American Veterans 3725 Alexandria Pike Cold Spring KY 41076 310263158 501(c)(4) 5000 Educational 59 4 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 9 81088 Cost or selling price 0 0 1 0 Part I, Column (b): The number reported on Schedule M, Part I, Column b is the number of contributors. Form 990, Part III, Line 4: 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 11 Following completion of Form 990 by the Trust's tax preparer, the administrator and accountants review the return. Upon acceptance, the administrator mails a paper copy (or an electronic version for those with e-mail) 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 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 In accordance with the organization's Bylaws, there is no compensation paid to Officers or Directors. In 2014, 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 Trust does not employ any personnel. The Disabled American Veterans (DAV) provides the services of an Administrator on a part-time basis to the Trust. The Trust reimbursed the DAV $22,880 in 2014 for those services. Form 990, Part VI, Section C, line 19 Governing documents and the Conflict of Interest Policy are available upon request and accessible from the Trust's website, www.cst.dav.org. The annual report and most recent Form 990 are also accessible from the Trust's website, www.cst.dav.org, and upon request or for public inspection at the Trust's administrative office: 3725 Alexandria Pike, Cold Spring, KY 41076. Form 990, Part XI, line 9: Difference in Accounting for Charitable Gift Annuities -331,963. Uncollectible Pledges -403,048.