Society of Colonial Wars in Pa

“The tax return is reviewed and approved by an officer. A copy of the return is provided to the Council for review by its members.”

“Although there is no written conflict of interest policy, the finncial transactions of the Society are presented at Council meetings and large expenditures are approved.”

“Although there is no written document and distruction policy, the Treasurer has complied with the Internal Revenue Service's record retention requirements.”

“William Forbes and David Forbes are siblings.”

“To perpetuate the menory of events in the colonial wars and men and women who, in military, naval and civil positions of high trust and responsibility, by their acts of counsel assisted in the establishment, dedfense and (cont)”

“preservation of the American Colonies, and were in truth the founders of this Nation. The collection and preservation of manuscripts, rolls, relics and records, to provide suitable commemorations or memorials (continued)”

“relating to the American Colonial period, and to inspire in its members fraternal and patriotic spirit.”

“The grants approved by the Council in November 2022 and paid in 2023 were reported on the 2022 Form 990 and listed as Grants Payable on the Balace Sheet. All other receipts and disbursements were reported on a cash basis.”

“General support for 11 historic churches in the greater Philadelphia area (11 x $1000) = $11,000”

“Support for historic preservation at Fort Ligonier ($2,500), Fort Louden Historical Society ($1,000), Museum of the American Revolution ($500), Christ Church Preservation Trust ($500). Total $4.500.”

“For the Tax Year 2021, Block 10 (Sec 509(a)(2)) was checked. For the Tax Year 2022, Block 7 (Sec 509(a)(1)) was checked. The Society qualifies as a public charity.”

“The Grant Committee reviews the qualifications for each donee recommended as a grant recipient consistent with the purposes of the Society.”