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research dossier

THE SOCIETY OF COLONIAL WARS

NEW YORK, NY · EIN 131325190 · Form 990 · FY2024 · NTEE A80Z · Arts, Culture & Humanities · Small ($100K-$1M) · colonialwarsny.org
revenue
$349K
expenses
$304K
net assets
$5.8M
employees
1
program ratio
88%
mission · from form 990

THE SOCIETY OF COLONIAL WARS (THE "SOCIETY") IS A NOT-FOR-PROFIT ORGANIZATION IN THE STATE OF NEW YORK THAT COLLECTS AND PRESERVES INFORMATION REPRESENTING THE COLONIAL PERIOD. THE SOCIETY IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).

profile · synthesized from sources

The Society of Colonial Wars is a historical and patriotic organization founded in 1892 to honor ancestors who served during the colonial period from 1607 to 1775. It preserves the legacy of early American history through scholarly publications, annual events, and the recognition of significant works on colonial-era history. The organization is composed of hereditary members and maintains a focus on education and commemoration rather than direct public services.

named programs · 3 · from sources

What they call their work

Annual Banquet and General Court
Yearly gathering featuring historical addresses and commemorative activities, held since 1893 (with exceptions)
Citations of Honor
Annual award recognizing outstanding published works on colonial American history, first awarded in 1952
Publications Program
Supports the editing and publication of historical source records and scholarly works related to colonial history
activities · 4 groups

What they do

  • Historic Preservation Support Grants 2 activities
    • Award citations for scholarly works on colonial history
      Recognizes excellence in historical scholarship by awarding citations for books and editorial work related to colonial American history, including biographies, revolutionary landmarks, and foundational colonial narratives.
    • Fund graduate-level research in colonial American history
      Provides funding for graduate-level research in colonial-era American history through the Samuel Victor Constant Fellowship Program.
  • Union-Linked Educational Scholarships 1 activity
    • Administer undergraduate scholarships for members' descendants
      Offers the Renwick Washington Hurry Scholarship and the Gordon Cumnock Wilcox Scholarship to daughters and sons of members, providing up to $40,000 and $80,000 respectively, distributed in annual installments for undergraduate study.
  • Local History Archival Access 1 activity
    • Preserve and collect colonial-era historical information
      Collects and preserves information from the colonial period, including primary source records and genealogical data, to support historical research and educational purposes.
  • Uncategorized 1 activity
    • Establish and govern state and national organizational structures
      Established a Board of Governors, enrolled founding and additional members, and approved the formation of state societies in Pennsylvania, Massachusetts, and Maryland, leading to the creation of the General Society of Colonial Wars.
financials · form 990 · fy2024
revenue
Total revenue$349K
Contributions & grants$120K34%
Program service revenue$00%
Investment income$271K78%
Other revenue$-42K
expenses
Total expenses$304K
Program expenses88%
Admin / overhead12%
Fundraising0%
Salaries & benefits$118K
Grants paid out$5K
Largest expense lineFacilities
balance sheet
Total assets$6.14M
Cash$1.40M
Investments$4.39M
Liabilities$297K
Net assets$5.84M
Liquid reserves228.7 mo
4 years on record · 2020–2024 · YoY revenue +311.7%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 1
NameTitleHours/wkCompensation
DIANE E MONTGOMERY EXECUTIVE DIRECTOR 40 $106K
board members · 24
  • ADAM P HESS — GENTLEMEN OF THE COUNCIL
  • ADAM VAN DOREN — GENTLEMEN OF THE COUNCIL
  • BRIAN T EGAN — GENTLEMEN OF THE COUNCIL
  • C SCHUYLER NEUHAUSER — GENTLEMEN OF THE COUNCIL
  • CHARLES E DORKEY III — DEPUTY GOVERNOR GENERAL
  • CHARLES R MACKENZIE — GENEALOGIST
  • CHESTER C BURLEY — GENTLEMEN OF THE COUNCIL
  • DAVID A DISI — DEPUTY SECRETARY
  • DAVID B RICH III — LIEUTENANT GOVERNOR
  • FRANCIS P-H POWERS MD — SURGEON
  • GARY DYCUS — GENTLEMEN OF THE COUNCIL
  • IAN B MONTGOMERY — CHAPLAINS
  • J BARCLAY COLLINS — GOVERNOR
  • JAMES W GERARD V — GENTLEMEN OF THE COUNCIL
  • JAMES W MCGOVERN — GENTLEMEN OF THE COUNCIL
  • JEFFREY B FERRIS — LIEUTENANT GOVERNOR
  • JOHN A O'MALLEY — REGISTRAR
  • JUSTIN D ABELOW — LIEUTENANT GOVERNOR
  • OWEN A KLOTER — VICE CHANCELLOR
  • PATRICK D SMITH — TREASURER (FORMER)
  • PAUL L COLBY — GENTLEMEN OF THE COUNCIL
  • RICHARD L WEST — DEPUTY GOVERNOR
  • ROBB A ALLAN — GENTLEMEN OF THE COUNCIL
  • ROBERT H SCARBOROUGH III — SECRETARY
relationships · 9

Who they work with

  • American Red Cross Partner — Members of the Society participated in civilian war efforts through affiliation with the American Red Cross during World War I.
  • Columbia University Partner — Partner institution for administering the Samuel Victor Constant Fellowship Program.
  • General Society of Colonial Wars Network — Member society within the national network formed in 1893.
  • General Society of Colonial Wars Network — State society affiliated with the General Society of Colonial Wars, as referenced in the historical narrative.
  • Gordon Cumnock Wilcox Funder — Long-time member whose bequest established the scholarship fund.
  • New York State Government — State in which the Society was incorporated.
  • Stephen D. Fuller Funder — Established the Hurry Memorial Fund in 1961 with his wife to support the scholarship.
  • The American Philosophical Society Partner — Co-publisher of The Papers of Benjamin Franklin, recipient of a lifetime achievement award.
  • Yale University Partner — Co-publisher of The Papers of Benjamin Franklin, recipient of a lifetime achievement award.
strategies · 3

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.