NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES (EIN 53-0210807)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-29
- IRS object ID
- 202441209349301534
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-29T15:46:49-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DRIVE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530210807 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL TRUST FOR HISTORIC PRESERVATION | BusinessNameLine1Txt |
| Business Name Line2 | IN THE UNITED STATES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DENISE WISE | InCareOfNm |
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2025886000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 14TH STREET NW Suite 500 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENISE WISE | PersonNm |
| Person Title | VP, FIN & CONTROLLER | PersonTitleTxt |
| Phone | 2025886000 | PhoneNum |
| Signature | 2024-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DENISE | PersonFirstNm |
| Person Last | WISE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marc Berger | PreparerPersonNm |
| PTIN | P01871563 | PTIN |
| Phone | 7038930600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAROL QUILLEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 14TH STREET NW500 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $138,616,988 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SAVINGPLACES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 317 | TotalEmployeeCnt |
| Total Volunteers | 726 | TotalVolunteersCnt |
| Total Gross UBI | $2,289,120 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $63,345,381 | PYContributionsGrantsAmt |
| CY Contributions Grants | $63,104,275 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,883,904 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,921,341 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,112,475 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,819,898 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,699,928 | PYOtherRevenueAmt |
| CY Other Revenue | $6,794,494 | CYOtherRevenueAmt |
| PY Total Revenue | $94,041,688 | PYTotalRevenueAmt |
| CY Total Revenue | $83,640,008 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,756,331 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,395,063 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,422,381 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,484,579 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $456,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $470,326 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,569,846 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,336,534 | PYOtherExpensesAmt |
| CY Other Expenses | $25,609,707 | CYOtherExpensesAmt |
| PY Total Expenses | $53,971,246 | PYTotalExpensesAmt |
| CY Total Expenses | $60,959,675 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $40,070,442 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $22,680,333 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $439,626,174 | TotalAssetsBOYAmt |
| Total Assets EOY | $482,874,449 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $48,214,985 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $56,965,018 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $391,411,189 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $425,909,431 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES PROTECTS SIGNIFICANT PLACES REPRESENTING OUR DIVERSE CULTURAL EXPERIENCES BY TAKING DIRECT ACTION AND INSPIRING BROAD PUBLIC SUPPORT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $23,073,305 | ExpenseAmt |
| Grant | $12,801,599 | GrantAmt |
| Revenue | $118,318 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,947,606 | ExpenseAmt |
| Grant | $555,963 | GrantAmt |
| Revenue | $4,121,658 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,692,799 | ExpenseAmt |
| Grant | $37,500 | GrantAmt |
| Revenue | $707,568 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $48,713,710 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 413 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 317 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENISE WISE | PersonNm |
| Phone | 2025886000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 14TH ST NW SUITE 500 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| PAUL EDMONDSON | |||||||||
| PRESIDENT & CEO | 39.0 | 1.0 | Yes (X) | $468,630 | $0 | $15,262 | |||
| KATHERINE MALONE-FRANCE | |||||||||
| CHIEF PRESERVATION OFFICER | 40.0 | 0.0 | $289,235 | $0 | $21,471 | Yes (X) | |||
| THOMPSON M MAYES | |||||||||
| CHIEF LEGAL OFCR & SECRETARY | 40.0 | 0.0 | Yes (X) | $251,913 | $0 | $24,958 | |||
| ANN MCELWAIN | |||||||||
| CHIEF DEVELOPMENT OFFICER | 40.0 | 0.0 | $266,331 | $0 | $6,940 | Yes (X) | |||
| LAURA BRACIS | |||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 0.0 | Yes (X) | $251,398 | $0 | $19,115 | |||
| TABITHA ALMQUIST | |||||||||
| CHIEF ADMINISTRATIVE OFFICER | 40.0 | 0.0 | $236,313 | $0 | $11,367 | Yes (X) | |||
| MATTHEW MONTGOMERY | |||||||||
| CHIEF MARKETING OFFICER | 40.0 | 0.0 | $237,652 | $0 | $8,313 | Yes (X) | |||
| DEMOND LEGGS | |||||||||
| EXEC DIR, AACHAF & SR VP, NTHP | 40.0 | 0.0 | $221,622 | $0 | $20,316 | Yes (X) | |||
| DENISE WISE | |||||||||
| VP OF FINANCE & CONTROLLER | 40.0 | 0.0 | $198,448 | $0 | $22,212 | Yes (X) | |||
| MARIANNA KNIGHT | |||||||||
| VP, HUMAN RESOURCES | 40.0 | 0.0 | $198,703 | $0 | $10,126 | Yes (X) | |||
| SUSAN LATTANZI | |||||||||
| VP, IT & REAL ESTATE | 40.0 | 0.0 | $185,875 | $0 | $18,249 | Yes (X) | |||
| HILARY BAAR | |||||||||
| VP, ANNUAL GIVING | 40.0 | 0.0 | $183,795 | $0 | $17,861 | Yes (X) | |||
| ROSS M BRADFORD | |||||||||
| ASSISTANT CORPORATE SECRETARY | 40.0 | 0.0 | Yes (X) | $161,013 | $0 | $16,364 | |||
| JAY C CLEMENS | |||||||||
| TRUSTEE, CHAIR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARTHA NELSON | |||||||||
| TRUSTEE, VICE CHAIR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| PHOEBE TUDOR | |||||||||
| TRUSTEE, VICE CHAIR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM BATES | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| CHRISTINA LEE BROWN | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ELIZABETH KIRKLAND CAHILL | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| SAM DIXON | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DAMIEN DWIN | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| TRACY FRIST | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ALISON K HOAGLAND | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| SHELLEY I HOON KEITH | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| CH RANDOLPH LYON | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JENNIFER SKYLER | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| G JACKSON TANKERSLEY JR | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT JOSEPH VILA | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| KAYWIN FELDMAN | |||||||||
| EX OFFICIO TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| SAMANTHA KLEIN FRANK | |||||||||
| EX OFFICIO TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| KJI KELLY | |||||||||
| EX OFFICIO TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DAVID SCOTT PARKER | |||||||||
| EX OFFICIO TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JOSEPH E QUINATA | |||||||||
| EX OFFICIO TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| CHARLES F SAMS III | |||||||||
| EX OFFICIO TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,150,928 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $212,554 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 57 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DATAPRISE INC | |||||
| PO BOX 22645 | NEW YORK | NY | 10087 | IT SERVICES | $373,097 |
| EIDOLON COMMUNICATIONS INC | |||||
| 15 MAIDEN LANE SUITE 1401 | NEW YORK | NY | 10038 | FUNDRAISING SERVICES | $289,550 |
| INTERACTIVE STRATEGIES | |||||
| 1133 CONNECTICUT AVENUE NW SUITE 6 | WASHINGTON | DC | 20036 | DIGITAL MARKETING | $252,234 |
| BDO USA | |||||
| 8401 GREENSBORO DRIVE SUITE 800 | MCLEAN | VA | 22102 | AUDIT & TAX SERVICES | $250,627 |
| CORBAN ONESOURCE LLC | |||||
| 235 3RD STREET SOUTH SUITE 300 | ST PETERSBURG | FL | 33701 | PAYROLL SERVICES | $191,942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $10,322 | FederatedCampaignsAmt |
| Fundraising | $4,836,483 | FundraisingAmt |
| Government Grants | $2,734,254 | GovernmentGrantsAmt |
| All Other Contributions | $55,523,216 | AllOtherContributionsAmt |
| Noncash Contributions | $809,044 | NoncashContributionsAmt |
| Total Contributions | $63,104,275 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ADMISSION AND SPECIAL EVENTS | 900099 | $2,746,163 | $2,031,549 | $714,614 |
| REIMBURSEMENT OF EXPENSES | 900099 | $459,770 | $459,770 | |
| CONTRACT SERVICES/COMMISSIONS | 900099 | $307,634 | $307,634 | |
| ADVERTISING | 541800 | $407,774 | $407,774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,921,341 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,377,258 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $628,060 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,749,198 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,092,274 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $329,164 | UnrelatedBusinessRevenueAmt |
| Exclusion | $763,110 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,803,461 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,943,005 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,860,456 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,860,456 | TotalRevenueColumnAmt |
| Exclusion | $1,860,456 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $58,961,469 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $52,518,829 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,442,640 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,442,640 | TotalRevenueColumnAmt |
| Exclusion | $6,442,640 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $126,310 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $4,836,483 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $254,494 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$128,184 | TotalRevenueColumnAmt |
| Exclusion | -$128,184 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $537,128 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $260,652 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $276,476 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $209,508 | UnrelatedBusinessRevenueAmt |
| Exclusion | $66,968 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| EQUITY INTEREST IN SUBSIDIARIES | 900099 | $2,570,147 | $2,570,147 |
| EARNINGS ALLOCATED TO ENDOWMENTS HELD FOR OTHERS | 900099 | $973,343 | $973,343 |
| SALE OF PROPERTY | 900099 | $40,986 | $40,986 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,996 | TotalRevenueColumnAmt |
| Exclusion | $108,996 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,693,472 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,640,008 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,798,953 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,289,120 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,447,660 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,235,063 | TotalAmt |
| Program Services | $13,235,063 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,000 | TotalAmt |
| Program Services | $160,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,646,694 | TotalAmt |
| Program Services | $1,057,526 | ProgramServicesAmt |
| Management And General | $863,778 | ManagementAndGeneralAmt |
| Fundraising | $725,390 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,553,807 | TotalAmt |
| Program Services | $11,469,318 | ProgramServicesAmt |
| Management And General | $1,936,285 | ManagementAndGeneralAmt |
| Fundraising | $2,148,204 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,145 | TotalAmt |
| Program Services | $468,777 | ProgramServicesAmt |
| Management And General | $75,034 | ManagementAndGeneralAmt |
| Fundraising | $70,334 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,371,276 | TotalAmt |
| Program Services | $962,385 | ProgramServicesAmt |
| Management And General | $232,966 | ManagementAndGeneralAmt |
| Fundraising | $175,925 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,298,657 | TotalAmt |
| Program Services | $880,786 | ProgramServicesAmt |
| Management And General | $242,681 | ManagementAndGeneralAmt |
| Fundraising | $175,190 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,411 | TotalAmt |
| Program Services | $26,985 | ProgramServicesAmt |
| Management And General | $283,844 | ManagementAndGeneralAmt |
| Fundraising | $8,582 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,772 | TotalAmt |
| Program Services | $13,650 | ProgramServicesAmt |
| Management And General | $272,122 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,000 | TotalAmt |
| Program Services | $27,000 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $470,326 | TotalAmt |
| Fundraising | $470,326 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $689,866 | TotalAmt |
| Program Services | $605,950 | ProgramServicesAmt |
| Management And General | $83,916 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,411,355 | TotalAmt |
| Program Services | $2,362,036 | ProgramServicesAmt |
| Management And General | $752,234 | ManagementAndGeneralAmt |
| Fundraising | $297,085 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $483,879 | TotalAmt |
| Program Services | $208,464 | ProgramServicesAmt |
| Management And General | $249,752 | ManagementAndGeneralAmt |
| Fundraising | $25,663 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,434,820 | TotalAmt |
| Program Services | $1,091,893 | ProgramServicesAmt |
| Management And General | $205,674 | ManagementAndGeneralAmt |
| Fundraising | $137,253 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,533,433 | TotalAmt |
| Program Services | $2,010,420 | ProgramServicesAmt |
| Management And General | $168,345 | ManagementAndGeneralAmt |
| Fundraising | $354,668 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $714,796 | TotalAmt |
| Program Services | $539,803 | ProgramServicesAmt |
| Management And General | $63,389 | ManagementAndGeneralAmt |
| Fundraising | $111,604 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,184 | TotalAmt |
| Program Services | $202,184 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,310 | TotalAmt |
| Program Services | $49,567 | ProgramServicesAmt |
| Management And General | $174,743 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $781,855 | TotalAmt |
| Program Services | $606,315 | ProgramServicesAmt |
| Management And General | $94,229 | ManagementAndGeneralAmt |
| Fundraising | $81,311 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,116,414 | TotalAmt |
| Program Services | $897,567 | ProgramServicesAmt |
| Management And General | $218,847 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REAL ESTATE | $5,369,629 | $5,369,629 | ||
| LOSS ON LEASE | $525,021 | $525,021 | ||
| PRINTING | $2,084,799 | $1,864,685 | $2,724 | $217,390 |
| POSTAGE | $1,572,013 | $1,351,809 | $8,887 | $211,317 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,833,150 | TotalAmt |
| Program Services | $3,251,898 | ProgramServicesAmt |
| Management And General | $221,648 | ManagementAndGeneralAmt |
| Fundraising | $359,604 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,959,675 | TotalAmt |
| Program Services | $48,713,710 | ProgramServicesAmt |
| Management And General | $6,676,119 | ManagementAndGeneralAmt |
| Fundraising | $5,569,846 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,427,779 | BOYAmt |
| EOY | $6,933,556 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,276,398 | BOYAmt |
| EOY | $16,363,668 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,320,217 | BOYAmt |
| EOY | $9,615,135 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $521,000 | BOYAmt |
| EOY | $374,197 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,489 | BOYAmt |
| EOY | $553,813 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $596,042 | BOYAmt |
| EOY | $555,260 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,582,632 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,352,603 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,982,623 | BOYAmt |
| EOY | $6,230,029 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,412,847 | BOYAmt |
| EOY | $99,169,516 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,511,360 | BOYAmt |
| EOY | $334,197,752 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,103,419 | BOYAmt |
| EOY | $8,881,523 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,626,174 | BOYAmt |
| EOY | $482,874,449 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000,312 | BOYAmt |
| EOY | $3,920,352 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,080,676 | BOYAmt |
| EOY | $10,895,536 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,863,965 | BOYAmt |
| EOY | $5,577,242 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,249,365 | BOYAmt |
| EOY | $1,227,045 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000,000 | BOYAmt |
| EOY | $2,500,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,020,667 | BOYAmt |
| EOY | $32,844,843 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,214,985 | BOYAmt |
| EOY | $56,965,018 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,127,222 | BOYAmt |
| EOY | $116,342,446 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,283,967 | BOYAmt |
| EOY | $309,566,985 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $391,411,189 | BOYAmt |
| EOY | $425,909,431 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,626,174 | BOYAmt |
| EOY | $482,874,449 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $22,680,333 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,755,056 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$937,147 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,485,669 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,853,482 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,766,893 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,345,381 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,104,275 | CurrentTaxYearAmt |
| Total | $266,555,700 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,485,669 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,853,482 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,766,893 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,345,381 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,104,275 | CurrentTaxYearAmt |
| Total | $266,555,700 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $82,587,989 | SubstantialContributorsTotAmt |
| Public Support Total170 | $183,967,711 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,476,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,286,916 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,611,236 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,179,872 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,055,798 | CurrentTaxYearAmt |
| Total | $31,610,239 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $452,538 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $410,818 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $101,272 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $158,328 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $149,981 | CurrentTaxYearAmt |
| Total | $1,272,937 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $299,438,876 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $21,769,526 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61438 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62308 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $88,763 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $161,314 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,077 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $60,709,598 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $60,959,675 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $354,883 | CurrentYearMinus3Amt |
| Current Year Minus2 | $254,759 | CurrentYearMinus2Amt |
| Current Year Minus1 | $248,251 | CurrentYearMinus1Amt |
| Current Year | $250,077 | CurrentYearAmt |
| Total | $1,107,970 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $78,660 | CurrentYearMinus3Amt |
| Current Year Minus2 | $38,729 | CurrentYearMinus2Amt |
| Current Year Minus1 | $58,239 | CurrentYearMinus1Amt |
| Current Year | $88,763 | CurrentYearAmt |
| Total | $264,391 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 6 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 1 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $10,000 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $358,862 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $7,541 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $7,954,800 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $186,826 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 131 | TotalEasementsCnt |
| Total Acreage | 953.00 | TotalAcreageCnt |
| Historic Structure Easements | 110 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 5 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 27 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 3658.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $205,807 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (true) | Section170hRqrStsfdInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | Yes (true) | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $297,729,719 | BeginningYearBalanceAmt |
| Contributions | $4,189,950 | ContributionsAmt |
| Investment Earnings Or Losses | $20,928,055 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,437,361 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,566,234 | OtherExpendituresAmt |
| Administrative Expenses | $3,489,603 | AdministrativeExpensesAmt |
| End Year Balance | $309,354,526 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $336,519,087 | BeginningYearBalanceAmt |
| Contributions | $14,493,119 | ContributionsAmt |
| Investment Earnings Or Losses | -$40,512,414 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,376,538 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,301,486 | OtherExpendituresAmt |
| Administrative Expenses | $3,092,049 | AdministrativeExpensesAmt |
| End Year Balance | $297,729,719 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $252,274,995 | BeginningYearBalanceAmt |
| Contributions | $4,959,759 | ContributionsAmt |
| Investment Earnings Or Losses | $91,713,667 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,297,860 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,860,037 | OtherExpendituresAmt |
| Administrative Expenses | $2,271,437 | AdministrativeExpensesAmt |
| End Year Balance | $336,519,087 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $249,492,859 | BeginningYearBalanceAmt |
| Contributions | $6,128,185 | ContributionsAmt |
| Investment Earnings Or Losses | $8,893,946 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,264,073 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,627,772 | OtherExpendituresAmt |
| Administrative Expenses | $2,348,150 | AdministrativeExpensesAmt |
| End Year Balance | $252,274,995 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $271,911,308 | BeginningYearBalanceAmt |
| Contributions | $4,021,401 | ContributionsAmt |
| Investment Earnings Or Losses | $10,503,482 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,236,088 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,674,984 | OtherExpendituresAmt |
| Administrative Expenses | $25,032,260 | AdministrativeExpensesAmt |
| End Year Balance | $249,492,859 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.32000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.54000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $6,714,477 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,473,415 | DepreciationAmt |
| Book Value | $4,241,062 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,272,311 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,091,870 | DepreciationAmt |
| Book Value | $1,180,441 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $4,595,844 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,787,318 | DepreciationAmt |
| Book Value | $808,526 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $6,230,029 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN SUBSIDIARIES | $19,494,938 | C |
| OTHER NON-PUBLIC INVESTMENTS | $314,702,814 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $334,197,752 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITY | $14,234,770 |
| MONTPELIER FOUNDATION ENDOWMENT | $9,170,219 |
| ENDOW. FOR CONGRESSIONAL CEMETERY | $5,846,390 |
| GIFT ANNUITIES | $1,794,735 |
| OTHER LIABILITIES | $1,048,983 |
| OTHERS-BELLE GROVE ENDOWMENT | $749,746 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $32,844,843 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $96,457,326 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,755,056 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,174,130 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$422,002 | OtherRevenueAmt |
| Revenue Not Reported | $13,507,184 | RevenueNotReportedAmt |
| Revenue Subtotal | $82,950,142 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $689,866 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $689,866 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $83,640,008 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $61,959,085 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,174,130 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $515,146 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,689,276 | ExpensesNotReportedAmt |
| Expenses Subtotal | $60,269,809 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $689,866 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $689,866 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $60,959,675 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART II, LINE 4: | NUMBER OF STATES WHERE PROPERTIES SUBJECT TO CONSERVATION EASEMENTS ARE LOCATED WAS 26 PLUS THE DISTRICT OF COLUMBIA FOR A TOTAL OF 27. |
| SCHEDULE D, PART II, LINE 5: | THE NATIONAL TRUST'S BOARD-ESTABLISHED EASEMENT POLICY SETS OUT GENERAL STANDARDS FOR ACQUISITION, INSPECTION, AND ENFORCEMENT. THESE POLICIES ARE REFLECTED IN EASEMENT DEEDS, AUTHORIZING INSPECTION RIGHTS AND FULL ENFORCEMENT POWERS. THE NATIONAL TRUST ALSO HAS STANDARD OPERATING PROCEDURES TO PROVIDE GUIDANCE TO THE ORGANIZATION'S STAFF ON THE PROCEDURES FOR ADMINISTERING ITS EASEMENT PROGRAM. THE NATIONAL TRUST PHYSICALLY INSPECTS ITS EASEMENTS ON A REGULAR BASIS. IN ADDITION TO PHYSICAL MONITORING, THE NATIONAL TRUST ALSO MONITORS PROPERTIES THROUGH THE PROVISION OF TECHNICAL ADVICE TO PROPERTY OWNERS RELATED TO THE CARE AND MAINTENANCE OF THEIR PROPERTY. ALSO, THE NATIONAL TRUST, USING THE SECRETARY OF THE INTERIOR'S STANDARDS FOR THE TREATMENT OF HISTORIC PROPERTIES, REVIEWS THE EXISTING CONDITION OF A PROPERTY WHENEVER IT RECEIVES A REQUEST TO MAKE A CHANGE OR ALTERATION FROM A PROPERTY OWNER. THE NATIONAL TRUST ENFORCES RESTRICTIONS IN EASEMENTS, INCLUDING THROUGH LEGAL ACTION WHEN NECESSARY. |
| SCHEDULE D, PART II, LINE 9: | EXPENSES RELATING TO THE ADMINISTRATION OF THE NATIONAL TRUST'S EASEMENT PROGRAM ARE INCLUDED AS PROGRAM-RELATED EXPENSES ON THE STATEMENT OF FUNCTIONAL EXPENSES. THE VALUE OF EASEMENTS IS NOT INCLUDED ON THE STATEMENT OF FINANCIAL POSITION. |
| SCHEDULE D, PART III, LINE 1A: | THE TRUST'S MUSEUM COLLECTION INCLUDES HISTORIC SITES, STRUCTURES, LANDSCAPES AND OBJECTS THAT ARE AVAILABLE TO THE PUBLIC OR HELD FOR THAT PURPOSE. IT ACQUIRES ITS COLLECTION BY PURCHASE OR BY DONATION. THE TRUST'S COLLECTIONS MANAGEMENT POLICY INCLUDES GUIDANCE ON THE DOCUMENTATION, PRESERVATION, CARE, AND MANAGEMENT OF THE COLLECTIONS AND PROCEDURES RELATED TO THE ACCESSION AND DEACCESSION OF COLLECTION ITEMS. IN CONFORMITY WITH THE PRACTICE GENERALLY FOLLOWED BY MUSEUMS, NO VALUE IS ASSIGNED TO THE COLLECTIONS IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. THE HISTORIC SITES, INCLUDING OBJECTS AND FURNISHINGS, OWNED BY THE TRUST WITH THE INTENT OF RETENTION ARE NOT REPORTED IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECOGNIZED AS REDUCTIONS IN UNRESTRICTED NET ASSETS IN THE PERIOD OF ACQUISITION. PER THE TRUST'S COLLECTIONS MANAGEMENT POLICY AND FOLLOWING PROFESSIONAL STANDARDS AND GUIDELINES, PROCEEDS FROM DEACCESSIONS OF COLLECTION ITEMS ARE DESIGNATED FOR THE REPLENISHMENT OR CARE OF OTHER OBJECTS WITHIN THE MUSEUM COLLECTION AND THE PRESERVATION OF HISTORIC STRUCTURES OR HISTORIC LANDSCAPE FEATURES THAT ARE PART OF THE HISTORIC STRUCTURES AND LANDSCAPES COLLECTION. EXPENDITURES FOR RESTORATION, STABILIZATION, RECONSTRUCTION, AND DEVELOPMENT ARE CHARGED TO EXPENSE AS INCURRED. |
| SCHEDULE D, PART III, LINE 4: | THE NATIONAL TRUST OWNS CERTAIN HISTORIC SITES THAT ARE OPERATED AS MUSEUMS OR ARE OTHERWISE INTEGRAL TO THE TRUST'S CHARITABLE AND EDUCATIONAL PRESERVATION PROGRAM. THESE HISTORIC SITES, MOST OF WHICH CONTAIN SIGNIFICANT COLLECTIONS OF FURNISHINGS, ARE REGULARLY OPEN TO THE PUBLIC. |
| SCHEDULE D, PART V, LINE 4: | THE NATIONAL TRUST'S ENDOWMENT FUNDS ARE USED TO SUPPORT THE COSTS OF MAINTAINING ITS HISTORIC SITES, FOR GRANTS TO PRESERVATION ORGANIZATIONS AND SIMILAR PURPOSES, AND TO SUPPORT NATIONAL TRUST'S CHARITABLE AND EDUCATIONAL PROGRAMS AND ACTIVITIES. |
| SCHEDULE D, PART X, LINE 2: | THE TRUST ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES (ASC 740), WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TRUST DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS. THE TRUST IS STILL OPEN TO EXAMINATION BY TAXING AUTHORITIES FROM FISCAL YEAR ENDED JUNE 30, 2020 FORWARD. THE NATIONAL TRUST IS A SECTION 501(C)(3) ORGANIZATION EXEMPT FROM INCOME TAX AS PROVIDED UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS TAXABLE INCOME IS SUBJECT TO INCOME TAX. |
| SCHEDULE D, PART XI, LINE 2D: | ADJUSTMENT OF PLEDGE RECEIVABLE: $ (937,148) COST OF GOODS SOLD: $ 260,652 SPECIAL EVENT EXPENSE: $ 254,493 TOTAL: $ (422,002) |
| SCHEDULE D, PART XII, LINE 2D: | COST OF GOODS SOLD: $ 260,652 FUNDRAISING EXPENSE: $ 254,493 TOTAL: $ 515,146 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $125,159,717 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $374,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $125,534,400 | SubtotalSpentAmt |
| Total Spent | $125,534,400 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|
| INTERACTIVE STRATEGIES | |||||||
| 1133 CONNECTICUT AVE STE 600 | WASHINGTON | DC | 20036 | ONLINE FUNDRAISING | false | $254,326 | -$254,326 |
| EIDOLON COMMUNICATIONS INC | |||||||
| 15 MAIDEN LANE SUITE 1401 | NEW YORK | NY | 10038 | DIRECT MARKETING | false | $216,000 | -$216,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $470,326 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$470,326 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Art Auction | Event1Nm |
| Gross Receipts Event1 | $4,399,253 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $4,399,253 | CharitableContriEvent1Amt |
| Event2 | GLASS HOUSE | Event2Nm |
| Gross Receipts Event2 | $433,945 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $389,750 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $44,195 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $166,234 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $129,595 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $47,480 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $82,115 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $88,260 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $4,962,793 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $4,836,483 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $126,310 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $254,494 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $254,494 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$128,184 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART II, EVENT TYPE: | FormAndLineReferenceDesc |
| Explanation | (C) OTHER EVENT: LYNDHURST/FARNSWORTH/WOODLAWN EVENTS | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (237 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ASSN FOR THE PRESERV OF THE CONGRESSIONAL | |||||||
| 1801 E STREET SE | WASHINGTON | DC | 20003 | 521071828 | 501(C)(3) | $536,660 | HISTORIC PRESERVATION |
| FIRST BAPTIST CHURCH ASHEVILLE | |||||||
| 5 OAK STREET | ASHEVILLE | NC | 28801 | 560554211 | 501(C)(3) | $250,000 | HISTORIC PRESERVATION |
| HERITAGE FUND BARTHOLOMEW | |||||||
| 538 FRANKLIN STREET | COLUMBUS | IN | 47201 | 351343903 | 501(C)(3) | $250,000 | HISTORIC PRESERVATION |
| LAFAYETTE AVE PRESBYTERIAN | |||||||
| 85 S OXFORD STREET | BROOKLYN | NY | 11238 | 111633515 | 501(C)(3) | $250,000 | HISTORIC PRESERVATION |
| OLD PINE STREET CHURCH | |||||||
| 412 PINE STREET | PHILADELPHIA | PA | 19106 | 232631389 | 501(C)(3) | $250,000 | HISTORIC PRESERVATION |
| ST PAUL'S CHURCH | |||||||
| 310 MONTGOMERY STREET | SYRACUSE | NY | 13202 | 150532151 | 501(C)(3) | $250,000 | HISTORIC PRESERVATION |
| BURK'S CHAPEL AME CHURCH | |||||||
| 635 OHIO STREET | PADUCAH | KY | 42003 | 611136913 | 501(C)(3) | $200,000 | HISTORIC PRESERVATION |
| CONGREGATIONAL CHURCH OF CHRISTIAN FLLWSHP | |||||||
| 2085 SOUTH HOBART | LOS ANGELES | CA | 90018 | 952111152 | 501(C)(3) | $200,000 | HISTORIC PRESERVATION |
| HISTORIC BROWN CHAPEL AME | |||||||
| 117 LANDLINE ROAD | SELMA | AL | 36701 | 270790354 | 501(C)(3) | $200,000 | HISTORIC PRESERVATION |
| OLD SHIP AME ZION CHURCH | |||||||
| 483 HOLCOMBE STREET | MONTGOMERY | AL | 36104 | 630988510 | 501(C)(3) | $200,000 | HISTORIC PRESERVATION |
| PLEASANT STREET CIVIL RIGHTS & CULTURAL ARTS CENTE | |||||||
| 5429 SW 89TH STREET | OCALA | FL | 34476 | 871523824 | 501(C)(3) | $200,000 | HISTORIC PRESERVATION |
| SIXTEENTH STREET BAPTIST CHURCH INC | |||||||
| 1530 SIXTH AVENUE N | BIRMINGHAM | AL | 35203 | 630397962 | 501(C)(3) | $200,000 | HISTORIC PRESERVATION |
| SCOTLAND AFRICAN METHODIST ZION CHURCH | |||||||
| 10902 SEVEN LOCKS ROAD | POTOMAC | MD | 20850 | 521759384 | 501(C)(3) | $200,000 | HISTORIC PRESERVATION |
| VARICK MEMORIAL AFRICAN METHODIST CHURCH | |||||||
| 806 QUINCY STREET | BROOKLYN | NY | 11221 | 743202146 | 501(C)(3) | $200,000 | HISTORIC PRESERVATION |
| FIRST BRYAN BAPTIST CHURCH | |||||||
| 575 W BRYAN STREET | SAVANNAH | GA | 31401 | 581224414 | 501(C)(3) | $175,000 | HISTORIC PRESERVATION |
| FILOLI CENTER INC | |||||||
| 86 CANADA ROAD | WOODSIDE | CA | 94062 | 952996648 | 501(C)(3) | $162,800 | HISTORIC PRESERVATION |
| FIRST BAPTIST CHURCH OF HAYNEVILLE INC | |||||||
| 361 PINE STREET | HAYNEVILLE | AL | 36040 | 631217915 | 501(C)(3) | $160,000 | HISTORIC PRESERVATION |
| HUALAPAI TRIBE | |||||||
| 941 HUALAPAI WAY | PEACH SPRINGS | AZ | 86434 | 860092282 | 501(C)(3) | $158,000 | HISTORIC PRESERVATION |
| BIG NFP | |||||||
| 6011 S ST LAWRENCE | CHICAGO | IL | 60637 | 452453557 | 501(C)(3) | $153,278 | HISTORIC PRESERVATION |
| ANNE SPENSER HOUSE | |||||||
| 1313 PIERCE STREET | LYNCHBURG | VA | 24501 | 521470973 | 501(C)(3) | $150,000 | HISTORIC PRESERVATION |
| BROWN CHAPEL AME | |||||||
| 1400 BOYLE STREET | PITTSBURGH | PA | 15212 | 251899818 | 501(C)(3) | $150,000 | HISTORIC PRESERVATION |
| CITY OF CHICAGO DEPT OF PLANNING & DEVELOP | |||||||
| 121 NORTH LASALLE | CHICAGO | IL | 60620 | 366005820 | GOVERNMENT | $150,000 | HISTORIC PRESERVATION |
| CORY UNITED METHODIST CHURCH | |||||||
| 1117 E 105TH STREET | CLEVELAND | OH | 44108 | 346004310 | 501(C)(3) | $150,000 | HISTORIC PRESERVATION |
| SECOND BAPTIST CHURCH (CA) | |||||||
| 2412 GRIFFITH AVENUE | LOS ANGELES | CA | 90011 | 956002905 | 501(C)(3) | $150,000 | HISTORIC PRESERVATION |
| TACOMA CITY ASSOC OF COLORED WOMEN INC | |||||||
| 2316 YAKIMA AVENUE | TACOMA | WA | 98405 | 910871113 | 501(C)(3) | $150,000 | HISTORIC PRESERVATION |
| THE FIRST AFRICAN BAPTIST CHURCH | |||||||
| 601 NEW STREET | BEAUFORT | SC | 29902 | 571019152 | 501(C)(3) | $150,000 | HISTORIC PRESERVATION |
| BILLY WEBB ELKS LODGE #1050 | |||||||
| 6 N TILLAMOOK STREET | PORTLAND | OR | 97211 | 800501574 | 501(C)(3) | $140,000 | HISTORIC PRESERVATION |
| STILLMAN COLLEGE | |||||||
| 3601 STILLMAN BLVD | TUSCALOOSA | AL | 35401 | 630315935 | 501(C)(3) | $135,000 | HISTORIC PRESERVATION |
| ASBURY PARK-AFRICAN AMERICAN | |||||||
| 1403 3RD AVE | ASBURY PARK | NE | 07712 | 832203838 | 501(C)(3) | $125,000 | HISTORIC PRESERVATION |
| CENTRAL PRESBYTERIAN CHURCH | |||||||
| 70 MAPLE STREET | SUMMIT | NJ | 07901 | 221494432 | 501(C)(3) | $125,000 | HISTORIC PRESERVATION |
| HISTORIC SHILOH MISSIONARY BAPTIST CHURCH | |||||||
| 7 SHILOH ROAD | NOTASULGA | AL | 36866 | 621323460 | 501(C)(3) | $120,000 | HISTORIC PRESERVATION |
| THE WHITNEY INSTITUTE | |||||||
| 5099 HIGHWAY 18 | WALLACE | LA | 70049 | 474417039 | 501(C)(3) | $100,825 | HISTORIC PRESERVATION |
| CITY OF BELTON TEXAS | |||||||
| PO BOX 120 | BELTON | TX | 76513 | 746000356 | GOVERNMENT | $100,000 | HISTORIC PRESERVATION |
| DETROIT SOUND CONSERVANCY | |||||||
| 440 BURROUGHS SUITE 195 | DETROIT | MI | 48202 | 471039285 | 501(C)(3) | $100,000 | HISTORIC PRESERVATION |
| DEVELOP LOUISVILLE | |||||||
| 444 S 5TH STREET | LOUISVILLE | KY | 40202 | 320049006 | 501(C)(3) | $100,000 | HISTORIC PRESERVATION |
| EBENEZER AME ZION | |||||||
| 1716 23RD AVENUE | SEATTLE | WA | 98122 | 237265871 | 501(C)(3) | $100,000 | HISTORIC PRESERVATION |
| EBENEZER MISSIONARY BAPTIST | |||||||
| 4501 S VINCENNES AVENUE | CHICAGO | IL | 60653 | 362423240 | 501(C)(3) | $100,000 | HISTORIC PRESERVATION |
| FOUNDATION APPALACHIAN OH | |||||||
| 35 PUBLIC SQUARE | NELSONVILLE | OH | 45764 | 311620483 | 501(C)(3) | $100,000 | HISTORIC PRESERVATION |
| HOLY AID AND COMFORT SPIRITUAL CHURCH | |||||||
| 1644 N VILLERE ST | NEW ORLEANS | LA | 70116 | 364658770 | 501(C)(3) | $100,000 | HISTORIC PRESERVATION |
| LET FREEDOM RING FOUNDATION | |||||||
| 727 SCOTLAND STREET | WILLIAMSBURG | VA | 23185 | 831053673 | 501(C)(3) | $100,000 | HISTORIC PRESERVATION |
| MANZANOLA UNITED METHODIST | |||||||
| PO BOX 32 | MANZANOLA | CO | 81058 | 341980209 | 501(C)(3) | $100,000 | HISTORIC PRESERVATION |
| OKAHUMPKA COMMUNITY CLUB | |||||||
| PO BOX 174 | OKAHUMPKA | FL | 34762 | 264286119 | 501(C)(3) | $100,000 | HISTORIC PRESERVATION |
| PROJECT ROW HOUSES | |||||||
| PO BOX 1011 | HOUSTON | TX | 77251 | 760411778 | 501(C)(3) | $100,000 | HISTORIC PRESERVATION |
| REEDY CHAPEL AME CHURCH | |||||||
| PO BOX 16047 | GALVESTON | TX | 77552 | 760328755 | 501(C)(3) | $100,000 | HISTORIC PRESERVATION |
| ST JAMES AME CHURCH | |||||||
| 419 S 8TH STREET | MAYFIELD | KY | 42066 | 621421651 | 501(C)(3) | $100,000 | HISTORIC PRESERVATION |
| ST RITA CATHOLIC CHURCH | |||||||
| 1733 DR ANDREW AVE | INDIANAPOLIS | IN | 46202 | 350869038 | 501(C)(3) | $100,000 | HISTORIC PRESERVATION |
| ST STEPHEN AME CHURCH | |||||||
| 501 RED CROSS STREET | WILMINGTON | NC | 28401 | 566146372 | 501(C)(3) | $100,000 | HISTORIC PRESERVATION |
| WESLEY TEMPLE AME ZION CHURCH | |||||||
| 104 NORTH PROSPECT STREET | AKRON | OH | 44304 | 341973064 | 501(C)(3) | $100,000 | HISTORIC PRESERVATION |
| WHIRLWIND JOHNSON FOUNDATION | |||||||
| PO BOX 6293 | RICHMOND | VA | 23230 | 472482919 | 501(C)(3) | $100,000 | HISTORIC PRESERVATION |
| JAMES WELDON JOHNSON | |||||||
| 101 ALFORD ROAD | EAT BARRINGTON | MA | 01230 | 812932928 | 501(C)(3) | $96,000 | HISTORIC PRESERVATION |
| MISSISSIPPI HERITAGE TRUST | |||||||
| PO BOX 577 | JACKSON | MS | 39205 | 582020318 | 501(C)(3) | $94,000 | HISTORIC PRESERVATION |
| SHAW UNIVERSITY | |||||||
| 118 E SOUTH STREET | RALEIGH | NC | 27601 | 560530235 | 501(C)(3) | $90,000 | HISTORIC PRESERVATION |
| CLIVEDEN INC | |||||||
| 6401 GERMANTOWN AVE | PHILADELPHIA | PA | 19144 | 232232675 | 501(C)(3) | $88,096 | HISTORIC PRESERVATION |
| EAST MOUNT ZION BAPTIST | |||||||
| 9990 EUCLID AVENUE | CLEVELAND | OH | 44106 | 341432055 | 501(C)(3) | $85,000 | HISTORIC PRESERVATION |
| MONTPELIER FOUNDATION | |||||||
| PO BOX 67 | MONTPELIER STATION | VA | 22957 | 311620682 | 501(C)(3) | $83,527 | HISTORIC PRESERVATION |
| HALLTOWN MEMORIAL CHAPEL ASSOCIATION | |||||||
| RURAL ROUTE 230 | HALLTOWN | WV | 23414 | 550773244 | 501(C)(3) | $80,000 | HISTORIC PRESERVATION |
| WILLIAMS DUMAS BUILDING REST | |||||||
| 707 FRANKLIN ST | NATCHEZ | MI | 39120 | 873574800 | 501(C)(3) | $80,000 | HISTORIC PRESERVATION |
| ANYONE CAN FLY FOUNDATION | |||||||
| 127 JONES ROAD | ENGLEWOOD | NJ | 07631 | 223762980 | 501(C)(3) | $75,000 | HISTORIC PRESERVATION |
| HISTORIC KAPPA HOUSE | |||||||
| PO BOX 90473 | WASHINGTON | DC | 20090 | 530205684 | 501(C)(3) | $75,000 | HISTORIC PRESERVATION |
| HISTORIC PRESERVATION CORP | |||||||
| 1124 S 18TH STREET | CENTERVILLE | IA | 52544 | 421471954 | 501(C)(3) | $75,000 | HISTORIC PRESERVATION |
| LEE HAVEN UNITED METHODIST CHURCH | |||||||
| 413 BLACKBIRD LANDING | TOWNSEND | DE | 19734 | 510336941 | 501(C)(3) | $75,000 | HISTORIC PRESERVATION |
| LOUIS ARMSTRONG HOUSE | |||||||
| 34-56 107TH STREET | CORONA | NY | 11368 | 264178283 | 501(C)(3) | $75,000 | HISTORIC PRESERVATION |
| ROBERTS CHAPEL CHURCH & BURIAL ASSOCIATION | |||||||
| PO BOX 561 | NOBLESVILLE | IN | 46061 | 351595534 | 501(C)(3) | $75,000 | HISTORIC PRESERVATION |
| PRESIDENT LINCOLN'S COTTAGE | |||||||
| 3700 NCAPITOL STREET | WASHINGTON | DC | 20011 | 471453864 | 501(C)(3) | $61,758 | HISTORIC PRESERVATION |
| LATINOS IN HERITAGE CONSERVATION | |||||||
| 5349 S GILA AVENUE | TUCSON | AZ | 85746 | 843204802 | 501(C)(3) | $60,000 | HISTORIC PRESERVATION |
| ROUTE 66 ROAD AHEAD | |||||||
| 114 SW ARCH STREET | ATLAUTA | IL | 61723 | 813387871 | 501(C)(3) | $60,000 | HISTORIC PRESERVATION |
| NEW BERN PRESERVATION | |||||||
| 510-B POLLOCK STREET | NEW BERN | NC | 28563 | 237276105 | 501(C)(3) | $59,000 | HISTORIC PRESERVATION |
| PRESERVATION PENNSYLVANIA INC | |||||||
| 257 NORTH STREET | HARRISBURG | PA | 17101 | 232219097 | 501(C)(3) | $55,957 | HISTORIC PRESERVATION |
| CLEVELAND RESTORATION SOCIETY | |||||||
| 3751 PROSPECT AVENUE | CLEVELAND | OH | 44115 | 237218767 | 501(C)(3) | $55,000 | HISTORIC PRESERVATION |
| OLD SARDIS REVITALIZATION CDC | |||||||
| 1240 4TH STREET N | BIRMINGHAM | AL | 35204 | 461532435 | 501(C)(3) | $55,000 | HISTORIC PRESERVATION |
| SOUTH SIDE COMMUNITY ART CTR | |||||||
| 3831 S MICHIGAN AVENUE | CHICAGO | IL | 60653 | 237359897 | 501(C)(3) | $55,000 | HISTORIC PRESERVATION |
| BALL STATE UNIVERSITY | |||||||
| 2000 W UNIVERSITY AVENUE | MUNCIE | IN | 47306 | 356000221 | 501(C)(3) | $50,000 | HISTORIC PRESERVATION |
| BRUCEMORE INC | |||||||
| 2160 LINDEN DR SE | CEDAR RAPIDS | IA | 52403 | 421170531 | 501(C)(3) | $50,000 | HISTORIC PRESERVATION |
| BUFFALO SOLDIERS NATIONAL MUSEUM | |||||||
| 3816 CAROLINE STREET | HOUSTON | TX | 77004 | 760658661 | 501(C)(3) | $50,000 | HISTORIC PRESERVATION |
| CHUBB CHAPEL UNITED METHODIST | |||||||
| PO BOX 771 | CAVE SPRING | GA | 30124 | 582220861 | 501(C)(3) | $50,000 | HISTORIC PRESERVATION |
| CITY OF TARPON SPRINGS | |||||||
| 324 E PINE STREET | TARPON SPRINGS | FL | 34689 | 596000437 | GOVERNMENT | $50,000 | HISTORIC PRESERVATION |
| DAUFUSKIE ISLAND GULLAH | |||||||
| PO BOX 93 | DAUFUSKIE ISLAND | SC | 29915 | 842610397 | 501(C)(3) | $50,000 | HISTORIC PRESERVATION |
| FIRST IMMANUEL LUTHERAN CHURCH CHICAGO | |||||||
| 1124 S ASHLAND AVENUE | CHICAGO | IL | 60607 | 366008129 | 501(C)(3) | $50,000 | HISTORIC PRESERVATION |
| FLORIDA BLACK HISTORICAL | |||||||
| 80 NW 51ST STREET | MIAMI | FL | 33127 | 650658184 | 501(C)(3) | $50,000 | HISTORIC PRESERVATION |
| HART ISLAND PROJECT | |||||||
| PO BOX 4327 | NEW YORK | NY | 10163 | 275559861 | 501(C)(3) | $50,000 | HISTORIC PRESERVATION |
| LANE COLLEGE | |||||||
| 545 LANE AVENUE | JACKSON | TN | 38301 | 620570060 | 501(C)(3) | $50,000 | HISTORIC PRESERVATION |
| LEAKE TEMPLE AME | |||||||
| 430 N HOYT STREET | ANCHORAGE | AK | 99508 | 920108558 | 501(C)(3) | $50,000 | HISTORIC PRESERVATION |
| MATHEWSON STREET CHURCH | |||||||
| 134 MATHEWSON STREET | PROVIDENCE | RI | 02903 | 050512660 | 501(C)(3) | $50,000 | HISTORIC PRESERVATION |
| MATHEWSON ST UNITED METHODIST | |||||||
| PO BOX 6046 | PROVIDENCE | RI | 029406046 | 050258904 | 501(C)(3) | $50,000 | HISTORIC PRESERVATION |
| MEDGAR & MYRLIE EVERS INS | |||||||
| PO BOX 13222 | JACKSON | MS | 39236 | 931238641 | 501(C)(3) | $50,000 | HISTORIC PRESERVATION |
| MICHIGAN STREET AA HERITAGE | |||||||
| 111 GENESEE ST STE 401 | BUFFALO | NY | 14203 | 271273797 | 501(C)(3) | $50,000 | HISTORIC PRESERVATION |
| NATIONAL COAL HERITAGE AREA AUTH | |||||||
| PO BOX 15 | OAK HILL | WV | 25901 | 550865745 | 501(C)(3) | $50,000 | HISTORIC PRESERVATION |
| NEW MEXICO HISTORIC PRESERVATION DIVISION | |||||||
| 407 GALISTEO ST STE 236 | SANTA FE | NM | 87501 | 856000565 | 501(C)(3) | $50,000 | HISTORIC PRESERVATION |
| ELAINE LEGACY CENTER | |||||||
| PO BOX 42 | ELAINE | AR | 72333 | 842992317 | 501(C)(3) | $49,567 | HISTORIC PRESERVATION |
| CINEFEMME | |||||||
| 1507 7TH STREET | SANTA MONICA | CA | 90401 | 522374579 | 501(C)(3) | $48,000 | HISTORIC PRESERVATION |
| COUNTY OF EL PASO | |||||||
| 800 E OVERLAND STE 406 | EL PASO | TX | 79901 | 746000762 | 501(C)(3) | $43,374 | HISTORIC PRESERVATION |
| CARLITO'S SOUL KITCHEN | |||||||
| 753 MAIN STREET | WHEELING | WV | 26003 | 872113384 | $40,000 | BACKING HISTORIC SMALL RESTAURANTS | |
| CARMEN'S ICECREAM INC DBA FREIGHTHOUSE MKT & CAFE | |||||||
| 1000 BROAD STREET | LYNDONVILLE | VT | 05851 | 030364283 | $40,000 | BACKING HISTORIC SMALL RESTAURANTS | |
| COZY INN RESTAURANT | |||||||
| 214 W MILWAUKEE ST | JANESVILLE | WI | 53548 | 810827462 | $40,000 | BACKING HISTORIC SMALL RESTAURANTS | |
| CROISSANT CONSORTIUM DBA THE HUNGARIAN PASTRY SHOP | |||||||
| 1030 AMSTERDAM AVENUE | NEW YORK | NY | 10025 | 132865751 | $40,000 | BACKING HISTORIC SMALL RESTAURANTS | |
| DELGADILLO'S SNOW CAP | |||||||
| 22235 W ROUTE 66 | SELIGMAN | AZ | 86337 | 202689402 | $40,000 | BACKING HISTORIC SMALL RESTAURANTS | |
| EL ADOBE INC | |||||||
| 472 S MISSISSIPPI AVENUE | ATOKA | OK | 74525 | 731292605 | $40,000 | BACKING HISTORIC SMALL RESTAURANTS | |
| FAR EAST CAFE | |||||||
| 631 GRANT AVENUE | SAN FRACISCO | CA | 94108 | 943336827 | $40,000 | BACKING HISTORIC SMALL RESTAURANTS | |
| FISHSCALE INC DBA FISHSCALE | |||||||
| 637 FLORIDA AVE NW | WASHINGTON | DC | 20001 | 812055369 | $40,000 | BACKING HISTORIC SMALL RESTAURANTS | |
| FLESOR'S CANDY KITCHEN | |||||||
| 101 WEST SALE STREET | TUSCOLA | IL | 61953 | 362205822 | $40,000 | BACKING HISTORIC SMALL RESTAURANTS | |
| GOLD HILL HOTEL MGMNT LLC-DBA CROWN POINT REST | |||||||
| 1540 SOUTH MAIN ST | VIRGINIA CITY | NV | 89440 | 861549876 | $40,000 | BACKING HISTORIC SMALL RESTAURANTS | |
| HANDS ON HARTFORD INC DBA GATHER55 | |||||||
| 55 BARTHOLOMEW AVENUE | HARTFORD | CT | 06109 | 060861268 | $40,000 | BACKING HISTORIC SMALL RESTAURANTS | |
| HOLLY MANAGEMENT INC DBA THE HOLLY HOTEL | |||||||
| 110 BATTLE ALLEY | HOLLY | MI | 48442 | 382257367 | $40,000 | BACKING HISTORIC SMALL RESTAURANTS | |
| JEFF'S DRIVE IN INC | |||||||
| 3901 N CICERO AVENUE | CHICAGO | IL | 60641 | 363513932 | $40,000 | BACKING HISTORIC SMALL RESTAURANTS | |
| JOHNNY'S BBQ | |||||||
| 139 MAUREEN CR | MAPLEVILLE | RI | 02839 | 821294573 | $40,000 | BACKING HISTORIC SMALL RESTAURANTS | |
| KELLY'S GINGERNUT PUB | |||||||
| 133 MASON AVENUE | CAPE CHARLES | VA | 23310 | 412141966 | $40,000 | BACKING HISTORIC SMALL RESTAURANTS | |
| MITLA CAFE | |||||||
| 602 MT VERNON AVE | SAN BERNARDINO | CA | 92411 | 461608069 | $40,000 | BACKING HISTORIC SMALL RESTAURANTS | |
| PEKIN CAFE & LOUNGE INC | |||||||
| 117 S MAIN STREET | BUTTE | MT | 59701 | 810456096 | $40,000 | BACKING HISTORIC SMALL RESTAURANTS | |
| PNT HOSPITALITY INC DBA PENTAGOET INN & PUB | |||||||
| 26 MAIN STREET | CASTINE | ME | 04421 | 882442103 | $40,000 | BACKING HISTORIC SMALL RESTAURANTS | |
| RADIUS BREWING COMPANY | |||||||
| 610 MERCHANT STREET | EMPORIA | KS | 66801 | 460897300 | $40,000 | BACKING HISTORIC SMALL RESTAURANTS | |
| SNOCAP DRIVE-IN | |||||||
| 618 WEST AVENUE | NORTH AUGUSTA | SC | 29841 | 833441148 | $40,000 | BACKING HISTORIC SMALL RESTAURANTS | |
| TREMONT DEVELOPMENT DBA THE TREEHOUSE | |||||||
| 820 COLLEGE AVENUE | CLEVELAND | OH | 44113 | 341805350 | $40,000 | BACKING HISTORIC SMALL RESTAURANTS | |
| MAIN STREET ALABAMA | |||||||
| 880 MONTCLAIR ROAD | BIRMINGHAM | AL | 35213 | 271847357 | 501(C)(3) | $35,000 | HISTORIC PRESERVATION |
| UNIVERSITY OF NEW HAMPSHIRE | |||||||
| 51 COLLEGE RD SRVC BLDNG | DURHAM | NH | 03824 | 026000937 | 501(C)(3) | $30,773 | HISTORIC PRESERVATION |
| FDR MEMORIAL LEGACY | |||||||
| 1629 K ST NW STE 300 | WASHINGTON | DC | 20006 | 461931507 | 501(C)(3) | $30,000 | HISTORIC PRESERVATION |
| WASHINGTON ST HISTORIC | |||||||
| 93 4TH AVENUE 645 | NEW YORK | NY | 10003 | 463951577 | 501(C)(3) | $28,953 | HISTORIC PRESERVATION |
| THINKCHINATOWN | |||||||
| 231 W 29 SUITE 602 | NEW YORK | NY | 10001 | 200434850 | 501(C)(3) | $27,991 | HISTORIC PRESERVATION |
| GRAND RAPIDS PUBLIC MUSEUM | |||||||
| 272 PEARL STREET NW | GRAND RAPIDS | MI | 49504 | 382837266 | 501(C)(3) | $26,948 | HISTORIC PRESERVATION |
| WASHINGTON TRUST HIST | |||||||
| 1204 MINOR AVENUE | SEATTLE | WA | 98101 | 910983680 | 501(C)(3) | $26,881 | HISTORIC PRESERVATION |
| UNIVERSITY OF MAINE SYSTEM | |||||||
| 5717 CORBETT HALL | ORONO | ME | 044695717 | 016000769 | 501(C)(3) | $25,008 | HISTORIC PRESERVATION |
| AM INDIAN COUNCIL MARIPOSA | |||||||
| 4630 BEN HUR ROAD | MARIPOSA | CA | 95338 | 770161686 | 501(C)(3) | $25,000 | HISTORIC PRESERVATION |
| APPLEGARTH TUBMAN MEDICINE | |||||||
| 607 BRIDGEWAY LANE | NAPLES | FL | 34108 | 320628732 | 501(C)(3) | $25,000 | HISTORIC PRESERVATION |
| CITY OF ALAMOGORDO | |||||||
| 1376 E 9TH STREET | ALAMOGORDO | NM | 88310 | 856000099 | GOVERNMENT | $25,000 | HISTORIC PRESERVATION |
| CITY OF PROVIDENCE | |||||||
| 25 DORRANCE STREET | PROVIDENCE | RI | 02903 | 056000329 | GOVERNMENT | $25,000 | HISTORIC PRESERVATION |
| COLORADO PRESERVATION INC | |||||||
| 1420 OGDEN ST 104 | DENVER | CO | 80218 | 742403583 | 501(C)(3) | $25,000 | HISTORIC PRESERVATION |
| EASTERN SHORE HERITAGE INC | |||||||
| P O BOX 727 | CHESTERTOWN | MD | 21620 | 522270316 | 501(C)(3) | $25,000 | HISTORIC PRESERVATION |
| ELMORE BOLLING INITIATIVE | |||||||
| PO BOX 83 | LOWNDESBORO | AL | 36752 | 352333112 | 501(C)(3) | $25,000 | HISTORIC PRESERVATION |
| FRIENDS SONS & DAUGHTERS HAM | |||||||
| 6734 STUART AVENUE | RICHMOND | VI | 23226 | 842753418 | 501(C)(3) | $25,000 | HISTORIC PRESERVATION |
| HISTORIC SOTTERLEY | |||||||
| 44300 SOTTERLEY LANE | HOLLYWOOD | MD | 20636 | 526037721 | 501(C)(3) | $25,000 | HISTORIC PRESERVATION |
| MAKER SPACE 307 | |||||||
| 2255 BRUNTON CT STE A | RIVERTON | WY | 82501 | 843048784 | 501(C)(3) | $25,000 | HISTORIC PRESERVATION |
| MIAMI DADE COLLEGE | |||||||
| 11011 SW 104TH ST RM 9254 | MIAMI | FL | 33176 | 591210485 | 501(C)(3) | $25,000 | HISTORIC PRESERVATION |
| PUI TAK CENTER | |||||||
| 2216 S WENTWORTH AVENUE | CHICAGO | IL | 60616 | 363972943 | 501(C)(3) | $25,000 | HISTORIC PRESERVATION |
| QUEEN ANNE'S COUNTY HISTORICAL SOCIETY | |||||||
| PO BOX 62 | CENTREVILLE | MD | 21617 | 526049578 | 501(C)(3) | $25,000 | HISTORIC PRESERVATION |
| SELMA DALLAS CO HIST | |||||||
| PO BOX 586 622 MCLEOD AVE | SELMA | AL | 36702 | 237269474 | 501(C)(3) | $25,000 | HISTORIC PRESERVATION |
| SPRINGFIELD COMMUNITY CENTER | |||||||
| 1278 SPRINGFIELD ROAD | UNION POINT | GA | 30669 | 582528349 | 501(C)(3) | $25,000 | HISTORIC PRESERVATION |
| ST JOHNS COUNTY CULTURAL | |||||||
| 184 SAN MARCO AVE | ST AUGUSTINE | FL | 32084 | 593581209 | 501(C)(3) | $25,000 | HISTORIC PRESERVATION |
| UNITARIAN UNIVERSALIST URBAN | |||||||
| 10 PUTNAM STREET | ROXBURY | MA | 02119 | 042105897 | 501(C)(3) | $25,000 | HISTORIC PRESERVATION |
| WARREN PRESERVATION SOCIETY | |||||||
| PO BOX 624 | WARREN | RI | 02885 | 055446654 | 501(C)(3) | $25,000 | HISTORIC PRESERVATION |
| YSLETA DEL SUR PUEBLO | |||||||
| 119 S OLD | YSLETA DEL SUR PUEBLO | TX | 79907 | 741851338 | 501(C)(3) | $25,000 | HISTORIC PRESERVATION |
| METROPOLITAN HISTORICAL COMM | |||||||
| 3000 GRANNY WHITE PIKE | NASHVILLE | TN | 37204 | 455164106 | 501(C)(3) | $24,570 | HISTORIC PRESERVATION |
| SUSAN LAFLESCHE PICOTTE CNTR | |||||||
| PO BOX 36 | WALTHILL | NE | 68067 | 470746797 | 501(C)(3) | $23,345 | HISTORIC PRESERVATION |
| ACADIANA GROWERS ALLIANCE | |||||||
| 6615 LEE STATION ROAD | NEW IBERIA | LA | 70560 | 474142071 | 501(C)(3) | $23,301 | HISTORIC PRESERVATION |
| CITY OF BIRMINGHAM - AL | |||||||
| 710 N 20TH ST STE A100 | BIRMINGHAM | AL | 35203 | 636001201 | GOVERNMENT | $22,500 | HISTORIC PRESERVATION |
| NATHPO | |||||||
| 1618 BELVEDERE BLVD | SILVER SPRING | MD | 20902 | 742893040 | 501(C)(3) | $20,243 | HISTORIC PRESERVATION |
| MARTHA'S VINEYARD PRES TRUST | |||||||
| PO BOX 5277 | EDGARTOWN | MA | 02539 | 046387676 | 501(C)(3) | $20,000 | HISTORIC PRESERVATION |
| STATE OF SOUTH DAKOTA | |||||||
| 800 GOVERNORS DRIVE | PIERRE | SD | 57501 | 466000364 | 501(C)(3) | $20,000 | HISTORIC PRESERVATION |
| CASITA MARIA | |||||||
| 928 SIMPSON ST 6TH FL | BRONX | NE | 10459 | 131623994 | 501(C)(3) | $19,966 | HISTORIC PRESERVATION |
| NORTHEAST IOWA RCD | |||||||
| 101 E GREENE STREET | POSTVILLE | IA | 52162 | 421309260 | 501(C)(3) | $19,938 | HISTORIC PRESERVATION |
| HIKA'ALANI | |||||||
| 1015 AOLOA PL 241 | KAILUA | HI | 96734 | 011958081 | 501(C)(3) | $18,760 | HISTORIC PRESERVATION |
| JAPANESE AMERICAN NATIONAL | |||||||
| 100 N CENTRAL AVE | LOS ANGELES | CA | 90012 | 953966024 | 501(C)(3) | $18,484 | HISTORIC PRESERVATION |
| GEORGIA O'KEEFE MUSEUM | |||||||
| 217 JOHNSON STREET | SANTA FE | NM | 87501 | 850437114 | 501(C)(3) | $18,000 | HISTORIC PRESERVATION |
| HECKSCHER MUSEUM | |||||||
| 2 PRIME AVENUE | HUNTINGTON | NY | 11743 | 116038031 | 501(C)(3) | $18,000 | HISTORIC PRESERVATION |
| RENEE & CHAIM GROSS FOUNDATION | |||||||
| 526 LAGUARDIA PLACE | NEW YORK | NY | 10012 | 133490010 | 501(C)(3) | $18,000 | HISTORIC PRESERVATION |
| ROSENWALD CENTER | |||||||
| 712 W HARPER STREET | SNOW HILL | NC | 28580 | 010708553 | 501(C)(3) | $17,600 | HISTORIC PRESERVATION |
| DRAYTON HALL PRESERVATION TRUST | |||||||
| 3380 ASHLEY RIVER ROAD | CHARLESTON | SC | 29414 | 454938941 | 501(C)(3) | $17,454 | HISTORIC PRESERVATION |
| SHEBOYGAN COUNTY HIST SOC | |||||||
| 3110 ERLE AVENUE | SHEBOYGAN | WI | 53081 | 396076921 | 501(C)(3) | $17,136 | HISTORIC PRESERVATION |
| TOWN OF ATLANTIC BEACH | |||||||
| 717 30TH AVENUE S | ATLANTIC BEACH | SC | 29582 | 570574873 | 501(C)(3) | $16,544 | HISTORIC PRESERVATION |
| ARCH STREET MEETING HOUSE | |||||||
| 1515 CHERRY STREET | PHILADELPHIA | PA | 19102 | 464125404 | 501(C)(3) | $16,500 | HISTORIC PRESERVATION |
| ALLIANCE HIST HILLSBOROUGH | |||||||
| 150 E KING STREET | HILLSBOROUGH | NC | 27278 | 561818934 | 501(C)(3) | $16,406 | HISTORIC PRESERVATION |
| LATINITAS | |||||||
| 1023 SPRINGDALE RD UNIT 9E | AUSTIN | TX | 78721 | 770603754 | 501(C)(3) | $16,332 | HISTORIC PRESERVATION |
| ST PETER THE APOSTLE CHURCH | |||||||
| 303 CHESTERFIELD AVE | CENTREVILLE | MD | 21617 | 520887613 | 501(C)(3) | $15,500 | HISTORIC PRESERVATION |
| TUCSON HISTORIC PRESERVATION FOUNDATION | |||||||
| PO BOX 40008 | TUCSON | AZ | 85717 | 860549490 | 501(C)(3) | $15,500 | HISTORIC PRESERVATION |
| BEARS EARS PARTNERSHIP | |||||||
| 567 W MAIN ST PO BOX 338 | BLUFF | UT | 84512 | 352426283 | 501(C)(3) | $15,000 | HISTORIC PRESERVATION |
| LYNCHING SITES PROJECT OF MEMPHIS | |||||||
| 1960 NORTH PKWY APT 504 | MEMPHIS | TN | 38112 | 815213596 | 501(C)(3) | $15,000 | HISTORIC PRESERVATION |
| PRESERVATION BUFFALO NIAGARA | |||||||
| 617 MAIN STREET STE 201 | BUFFALO | NY | 14203 | 222986810 | 501(C)(3) | $15,000 | HISTORIC PRESERVATION |
| ROCKEFELLER BROTHERS FUND | |||||||
| 200 LAKE ROAD | TARRYTOWN | NY | 10591 | 131760106 | 501(C)(3) | $15,000 | HISTORIC PRESERVATION |
| THE L'ENFANT TRUST | |||||||
| 1307 NEW HAMPSHIRE AVE | WASHINGTON | DC | 20036 | 521154054 | 501(C)(3) | $15,000 | HISTORIC PRESERVATION |
| THREATT FILLING STATION FOUNDATION | |||||||
| 21765 NE 178TH STREET | LUTHER | OK | 73054 | 834091024 | 501(C)(3) | $15,000 | HISTORIC PRESERVATION |
| UPWARD BOUND CAMP | |||||||
| 40151 GATES SCHOOL ROAD | GATES | OR | 97346 | 930749992 | 501(C)(3) | $15,000 | HISTORIC PRESERVATION |
| CENTRAL DISTRICT COMMUNITY | |||||||
| 1143 MARTIN LUTHER KING | SEATTLE | WA | 98122 | 852881355 | 501(C)(3) | $14,982 | HISTORIC PRESERVATION |
| SAINT-GAUDENS MEMORIAL | |||||||
| 34 S HIGHLAND AVENUE | OSSING | NY | 10562 | 020223438 | 501(C)(3) | $14,500 | HISTORIC PRESERVATION |
| OLD CHURCH THEATER | |||||||
| PO BOX 304 | BRADFORD | VT | 05033 | 453187491 | 501(C)(3) | $14,000 | HISTORIC PRESERVATION |
| DONALDSONVILLE AREA FOUNDATION | |||||||
| PO BOX 220 | PRAIRIEVILLE | LA | 70769 | 811891472 | 501(C)(3) | $13,750 | HISTORIC PRESERVATION |
| THOMAS COLE HISTORIC HOUSE | |||||||
| 218 SPRING STREET | CATSKILL | NY | 12414 | 270599147 | 501(C)(3) | $13,146 | HISTORIC PRESERVATION |
| GAY LESBIAN BISEXUAL | |||||||
| 1301 E COLFAX AVENUE | DENVER | CO | 80218 | 840738879 | 501(C)(3) | $13,090 | HISTORIC PRESERVATION |
| HOLLYWOOD UNITED ME | |||||||
| 6817 FRANKLIN AVENUE | HOLLYWOOD | CA | 90028 | 951660355 | 501(C)(3) | $13,000 | HISTORIC PRESERVATION |
| FT ROSS CONSERVANCY | |||||||
| 19005 COAST HWY 1 | JENNER | CA | 95450 | 942370751 | 501(C)(3) | $12,638 | HISTORIC PRESERVATION |
| HISTORIC NEW ENGLAND | |||||||
| 141 CAMBRIDGE STREET | BOSTON | MA | 02114 | 042104937 | 501(C)(3) | $12,500 | HISTORIC PRESERVATION |
| TOWN OF SYKESVILLE | |||||||
| 7547 MAIN STREET | SYKESVILLE | MD | 21784 | 526001575 | 501(C)(3) | $12,500 | HISTORIC PRESERVATION |
| WHITE HOUSE HISTORICAL ASSOCIATION | |||||||
| 1610 H STREET NW | WASHINGTON | DC | 20006 | 520749685 | 501(C)(3) | $12,332 | HISTORIC PRESERVATION |
| VANPORT MOSAIC | |||||||
| 5131 NE 23RD AVENUE | PORTLAND | OR | 97212 | 475299448 | 501(C)(3) | $12,100 | HISTORIC PRESERVATION |
| EMPOWER DC | |||||||
| 1419 V STREET NW | WASHINGTON | DC | 20009 | 272623232 | 501(C)(3) | $12,072 | HISTORIC PRESERVATION |
| SHAWNEE TRIBE | |||||||
| 29 HIGHWAY 69A | MIAMI | OK | 74534 | 731611444 | 501(C)(3) | $11,049 | HISTORIC PRESERVATION |
| CHINA ALLEY PRES SOCIETY | |||||||
| 12 CHINA ALLEY PO BOX 728 | HANFORD | CA | 93232 | 770026558 | 501(C)(3) | $11,033 | HISTORIC PRESERVATION |
| SHENANDOAH VALLEY BLACK | |||||||
| 425 HILL STREET | HARRISONBURG | VA | 22802 | 811709430 | 501(C)(3) | $10,787 | HISTORIC PRESERVATION |
| ACCOKEEK FOUNDATION | |||||||
| 3400 BRYAN POINT ROAD | ACCOKEEK | MD | 20607 | 526037288 | 501(C)(3) | $10,000 | HISTORIC PRESERVATION |
| ARTSPACE PROJECTS | |||||||
| 250 3RD AVENUE | MINNEAPOLIS | MN | 55401 | 411350071 | 501(C)(3) | $10,000 | HISTORIC PRESERVATION |
| BUCKLAND HISTORICAL SOCIETY | |||||||
| PO BOX 88 | BUCKLAND | MA | 01338 | 042743050 | 501(C)(3) | $10,000 | HISTORIC PRESERVATION |
| EARLY CONNECTIONS LEARNING CENTERS | |||||||
| 104 E RIO GRANDE | COLORADO SPRINGS | CO | 80903 | 840632406 | 501(C)(3) | $10,000 | HISTORIC PRESERVATION |
| GEORGIA TRUST FOR HISTORIC | |||||||
| 1516 PEACHTREE ST NW | ATLANTA | GA | 30309 | 237357226 | 501(C)(3) | $10,000 | HISTORIC PRESERVATION |
| GLOUCESTER MEETINGHOUSE FOUNDATION | |||||||
| 10 CHURCH STREET | GLOUCESTER | MA | 01930 | 474519160 | 501(C)(3) | $10,000 | HISTORIC PRESERVATION |
| HISTORIC DENVER INC | |||||||
| 1420 OGDEN ST SUITE 202 | DENVER | CO | 80218 | 840605731 | 501(C)(3) | $10,000 | HISTORIC PRESERVATION |
| HISTORIC SEATTLE | |||||||
| 1117 MINOR AVENUE | SEATTLE | WA | 98101 | 911729777 | 501(C)(3) | $10,000 | HISTORIC PRESERVATION |
| KENOSHA COUNTY | |||||||
| 1010 56TH STREET | KENOSHA | WI | 53140 | 396005707 | 501(C)(3) | $10,000 | HISTORIC PRESERVATION |
| LEWES HISTORICAL SOCIETY | |||||||
| 110 SHIPCARPENTER STREET | LEWES | DE | 19958 | 516017951 | 501(C)(3) | $10,000 | HISTORIC PRESERVATION |
| PRESERVATION SOC CHARLESTON | |||||||
| 147 KING STREET | CHARLESTON | SC | 29401 | 570439524 | 501(C)(3) | $10,000 | HISTORIC PRESERVATION |
| QUAPAW QUARTER ASSOCIATION | |||||||
| PO BOX 165023 | LITTLE ROCK | AR | 72216 | 522192406 | 501(C)(3) | $10,000 | HISTORIC PRESERVATION |
| SCENIC AMERICA | |||||||
| 727 15TH STREET NW | WASHINGTON | DC | 20005 | 232188166 | 501(C)(3) | $10,000 | HISTORIC PRESERVATION |
| TETON RAPTOR CENTER | |||||||
| 5450 W HWY 22 PO BOX 1805 | WILSON | WY | 83014 | 830328068 | 501(C)(3) | $10,000 | HISTORIC PRESERVATION |
| THE PANIDA THEATER | |||||||
| PO BOX 1981 | SANDPOINT | ID | 83864 | 820233559 | 501(C)(3) | $10,000 | HISTORIC PRESERVATION |
| UNIVERSITY OF COLORADO DENVER | |||||||
| CAMPUS BOX 125 | DENVER | CO | 80217 | 846000555 | 501(C)(3) | $10,000 | HISTORIC PRESERVATION |
| TOWN OF TILTON | |||||||
| 257 MAIN STREET | TILTON | NH | 03276 | 026000916 | 501(C)(3) | $9,863 | HISTORIC PRESERVATION |
| PHILADELPHIA FOLKLORE PROJECT | |||||||
| 735 S 50TH STREET | PHILADELPHIA | PA | 19143 | 232568080 | 501(C)(3) | $9,500 | HISTORIC PRESERVATION |
| BOSCO-MILLIGAN FOUNDATION | |||||||
| 701 SE GRAND AVENUE | PORLAND | OR | 97214 | 943090169 | 501(C)(3) | $9,482 | HISTORIC PRESERVATION |
| OJAI VALLEY MUSEUM | |||||||
| 130 W OJAI AVENUE | OJAI | OR | 93023 | 952478853 | 501(C)(3) | $9,434 | HISTORIC PRESERVATION |
| GREATER PORTLAND LANDMARKS | |||||||
| 93 HIGH STREET | PORTLAND | CA | 04102 | 010276272 | 501(C)(3) | $9,037 | HISTORIC PRESERVATION |
| DENVER RAIL HERITAGE | |||||||
| PO BOX 216 | SEVERANCE | ME | 80546 | 742511800 | 501(C)(3) | $9,000 | HISTORIC PRESERVATION |
| FRIENDS OF OXMOOR | |||||||
| 200 S FIFTH STREET | LOUISVILLE | CO | 40202 | 813737766 | 501(C)(3) | $8,996 | HISTORIC PRESERVATION |
| TABOR OPERA HOUSE | |||||||
| 308 HARRISON AVENUE | LEADVILLE | KY | 80461 | 061714846 | 501(C)(3) | $8,750 | HISTORIC PRESERVATION |
| MONTANA DEPTARTMENT OF FISH | |||||||
| 1420 E 6TH AVENUE | HELENA | CO | 59620 | 810302402 | 501(C)(3) | $8,346 | HISTORIC PRESERVATION |
| THE ARCHAEOLOGICAL CONSERVANCY | |||||||
| 1717 GIRARD BLVD NE | ALBUQUERQUE | MT | 87106 | 952403273 | 501(C)(3) | $8,000 | HISTORIC PRESERVATION |
| UTAH DIVISION OF STATE HISTORY | |||||||
| 3760 S HIGHLAND DR | SALT LAKE CITY | NM | 84106 | 876000545 | GOVERNMENT | $8,000 | HISTORIC PRESERVATION |
| CARNEGIE CENTER OF CORBIN INC | |||||||
| PO B0X 114 | CORBIN | UT | 40702 | 475575198 | 501(C)(3) | $7,750 | HISTORIC PRESERVATION |
| CENTRAL TERMINAL REST | |||||||
| 495 PADEREWSKI DRIVE | BUFFALO | KY | 14212 | 161536196 | 501(C)(3) | $7,500 | HISTORIC PRESERVATION |
| CLEMSON UNIVERSITY | |||||||
| 391 COLLEGE AVE STE 302 | CLEMSON | NY | 29634 | 576000254 | 501(C)(3) | $7,500 | HISTORIC PRESERVATION |
| COLUMBIA UNIVERSITY | |||||||
| 615 W 131ST 3RD FLOOR | NEW YORK | SC | 10027 | 135598093 | 501(C)(3) | $7,500 | HISTORIC PRESERVATION |
| FRIENDS OF HARRIET BEECH | |||||||
| 2950 GILBERT AVENUE | CINCINNATI | NY | 45206 | 203642161 | 501(C)(3) | $7,500 | HISTORIC PRESERVATION |
| FRIENDS OF SELLERS HALL | |||||||
| 9 PILGRIM LANE | DREXEL HILL | OH | 19026 | 270233770 | 501(C)(3) | $7,500 | HISTORIC PRESERVATION |
| GOUCHER COLLEGE | |||||||
| 1021 DULANEY VALLEY RD | BALTIMORE | PA | 21204 | 520591613 | 501(C)(3) | $7,500 | HISTORIC PRESERVATION |
| PRATT INSTITUTE | |||||||
| 200 WILLOUGHBY AVENUE | BROOKLYN | MD | 11205 | 111630822 | 501(C)(3) | $7,500 | HISTORIC PRESERVATION |
| STATE OF ARKANSAS | |||||||
| 1100 NORTH STREET | LITTLE ROCK | NY | 72201 | 710847443 | Government | $7,500 | HISTORIC PRESERVATION |
| TALBOT HISTORIC SOCIETY | |||||||
| 30 S WASHINGTON STREET | EASTON | AR | 21301 | 526044645 | 501(C)(3) | $7,500 | HISTORIC PRESERVATION |
| UNIVERSITY OF MARYLAND | |||||||
| 1109 LEE BUILDING | COLLEGE PARK | MD | 20742 | 526002033 | Government | $7,500 | HISTORIC PRESERVATION |
| PRESERVATION ALLIANCE OF MINNESOTA | |||||||
| 75 W 5TH STREET 416 | ST PAUL | MD | 55102 | 411427970 | 501(C)(3) | $7,464 | HISTORIC PRESERVATION |
| RIVER PIERCE FOUNDATION | |||||||
| PO BOX 249 | SAN YGNACIO | MN | 78067 | 760281751 | 501(C)(3) | $7,300 | HISTORIC PRESERVATION |
| HISTORIC BEVERLY PRES | |||||||
| 4 COURT STREET | BEVERLY | TX | 26253 | 300004839 | 501(C)(3) | $7,000 | HISTORIC PRESERVATION |
| WOODLAWN CONSERVANCY | |||||||
| 4199 WEBSTER AVENUE | BRONX | WV | 10470 | 311695037 | 501(C)(3) | $7,000 | HISTORIC PRESERVATION |
| CITY & BOROUGH OF JUNEAU | |||||||
| 155 S SEWARD STREET | JUNEAU | NY | 99801 | 920038816 | GOVERNMENT | $6,673 | HISTORIC PRESERVATION |
| KOHALA CENTER | |||||||
| PO BOX 437462 | KAMUELA | AK | 96743 | 990354676 | 501(C)(3) | $6,210 | HISTORIC PRESERVATION |
| DEMUTH FOUNDATION | |||||||
| 120 EAST KING STREET | LANCASTER | HI | 17602 | 232176299 | 501(C)(3) | $6,186 | HISTORIC PRESERVATION |
| APPALACHIAN BARN ALLIANCE | |||||||
| PO BOX 1441 | MARS HILL | PA | 28754 | 460880358 | 501(C)(3) | $6,000 | HISTORIC PRESERVATION |
| THE PRIDE OF ATMORE | |||||||
| 5415 HIGHWAY 21 | ATMORE | NC | 36502 | 464416506 | 501(C)(3) | $6,000 | HISTORIC PRESERVATION |
| GENOA US INDIAN SCHOOL | |||||||
| PO BOX 382 | GENOA | AL | 68640 | 470739293 | 501(C)(3) | $5,523 | HISTORIC PRESERVATION |
| PRESERVE ARKANSAS | |||||||
| 201 W FOURTH ST | NORTH LITTLE ROCK | NE | 72114 | 710569359 | 501(C)(3) | $5,500 | HISTORIC PRESERVATION |
| OATLANDS INC | |||||||
| 20850 OATLANDS PLATATN | LEESBURG | AR | 20175 | 541118635 | 501(C)(3) | $5,433 | HISTORIC PRESERVATION |
| KASHIA BAND OF POMO INDIANS | |||||||
| 1420 GUERNEVILLE ROAD | SANTA ROSA | VA | 95403 | 942193845 | 501(C)(3) | $5,357 | HISTORIC PRESERVATION |
| PAULI MURRAY CENTER | |||||||
| PO BOX 541 | DURHAM | CA | 27702 | 454926223 | 501(C)(3) | $5,249 | HISTORIC PRESERVATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 216 | Total501c3OrgCnt |
| Total Other Org | 21 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | BACKING HISTORIC SMALL RESTAURANTS | GrantTypeTxt |
| Recipient | 4 | RecipientCnt |
| Cash Grant | $160,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT RECIPIENTS ARE REQUIRED TO SUBMIT A FINAL REPORT AT THE END OF THE PROJECT WITHIN ONE YEAR OF THE DATE OF THE DISBURSEMENT. GRANTEES MUST SUBMIT A BUDGET AND STATE HOW THE FUNDS WERE USED AT THE END OF THE PROJECT. IF A FUNDING MATCH IS REQUIRED, PROOF OF THE RECEIPTS IS REQUIRED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAUL EDMONDSON | ||||||||||||||
| PRESIDENT & CEO | $466,344 | $0 | $0 | $0 | $2,286 | $0 | $14,500 | $0 | $762 | $0 | $483,892 | $0 | $0 | $0 |
| KATHERINE MALONE-FRANCE | ||||||||||||||
| CHIEF PRESERVATION OFFICER | $288,821 | $0 | $0 | $0 | $414 | $0 | $12,255 | $0 | $9,216 | $0 | $310,706 | $0 | $0 | $0 |
| THOMPSON M MAYES | ||||||||||||||
| CHIEF LEGAL OFCR & SECRETARY | $250,725 | $0 | $0 | $0 | $1,188 | $0 | $11,784 | $0 | $13,174 | $0 | $276,871 | $0 | $0 | $0 |
| ANN MCELWAIN | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $250,925 | $0 | $15,072 | $0 | $334 | $0 | $0 | $0 | $6,940 | $0 | $273,271 | $0 | $0 | $0 |
| LAURA BRACIS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $251,235 | $0 | $0 | $0 | $163 | $0 | $11,784 | $0 | $7,331 | $0 | $270,513 | $0 | $0 | $0 |
| TABITHA ALMQUIST | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFICER | $236,043 | $0 | $0 | $0 | $270 | $0 | $10,606 | $0 | $761 | $0 | $247,680 | $0 | $0 | $0 |
| MATTHEW MONTGOMERY | ||||||||||||||
| CHIEF MARKETING OFFICER | $232,950 | $0 | $0 | $0 | $4,702 | $0 | $0 | $0 | $8,313 | $0 | $245,965 | $0 | $0 | $0 |
| DEMOND LEGGS | ||||||||||||||
| EXEC DIR, AACHAF & SR VP, NTHP | $221,209 | $0 | $0 | $0 | $413 | $0 | $11,317 | $0 | $8,999 | $0 | $241,938 | $0 | $0 | $0 |
| DENISE WISE | ||||||||||||||
| VP OF FINANCE & CONTROLLER | $197,674 | $0 | $0 | $0 | $774 | $0 | $9,947 | $0 | $12,265 | $0 | $220,660 | $0 | $0 | $0 |
| MARIANNA KNIGHT | ||||||||||||||
| VP, HUMAN RESOURCES | $197,541 | $0 | $0 | $0 | $1,162 | $0 | $9,365 | $0 | $761 | $0 | $208,829 | $0 | $0 | $0 |
| SUSAN LATTANZI | ||||||||||||||
| VP, IT & REAL ESTATE | $185,125 | $0 | $0 | $0 | $750 | $0 | $9,250 | $0 | $8,999 | $0 | $204,124 | $0 | $0 | $0 |
| HILARY BAAR | ||||||||||||||
| VP, ANNUAL GIVING | $183,087 | $0 | $0 | $0 | $708 | $0 | $8,657 | $0 | $9,204 | $0 | $201,656 | $0 | $0 | $0 |
| ROSS M BRADFORD | ||||||||||||||
| ASSISTANT CORPORATE SECRETARY | $160,875 | $0 | $0 | $0 | $138 | $0 | $7,460 | $0 | $8,904 | $0 | $177,377 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | In FY2023, the National Trust provided a grossed up bonus payment to one key employee. The bonus was treated as taxable compensation. | ExplanationTxt |
Schedule L IRS990ScheduleL
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $0 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Susan Chapman Hughes | |||
| See Part V | $110,111 | Consulting services | false |
| Jay Clemens | |||
| See Part V | $18,954 | Salary | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV, Column (b) | FormAndLineReferenceDesc |
| Explanation | (1) Susan Chapman Hughes: Former Trustee became consultant to the organization starting in February 2023. (2) Jay Clemens: Board Chair became Interim President and CEO starting in March 2023 while organization undertook a search for a new President and CEO | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $809,044 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE TRUST REPORTS THE NUMBER OF ITEMS IN PART I, COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1: | THE NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES PROTECTS SIGNIFICANT PLACES REPRESENTING OUR DIVERSE CULTURAL EXPERIENCES BY TAKING DIRECT ACTION AND INSPIRING BROAD PUBLIC SUPPORT. |
| FORM 990, PART III, LINE 4A: | HISTORIC PRESERVATION & CONSERVATION: PRESERVATION SERVICES INCLUDES: 1) WORK TO SAVE THREATENED HISTORIC PLACES ACROSS THE COUNTRY; 2) RESEARCH, INFORMATION AND TECHNICAL ASSISTANCE TO MEMBERS, PRIVATE AND PUBLIC ORGANIZATIONS, AND GOVERNMENT BODIES WITH RESPECT TO CONTEMPORARY PRESERVATION ISSUES AND REHABILITATION PROJECTS RELATED TO IMPORTANT HISTORIC BUILDINGS, LANDSCAPES AND LANDMARKS; 3) FINANCIAL ASSISTANCE/GRANTS AND TECHNICAL SUPPORT THROUGH PROGRAMS INCLUDING THE AFRICAN AMERICAN CULTURAL HERITAGE ACTION FUND, THE BACKING HISTORIC SMALL RESTAURANTS, AND THE NATIONAL FUND FOR SACRED PLACES GRANT PROGRAMS; THESE PROGRAMS SUPPORT THE PRESERVATION OF HISTORIC BUILDINGS, LANDSCAPES, AND COLLECTIONS; PUBLIC INTERPRETATION OF HISTORIC PLACES; CAPACITY-BUILDING; PRESERVATION EDUCATION PROGRAMS, CONFERENCES, AND RETENTION OF PROFESSIONAL CONSULTANTS; 4) PARTNERSHIPS WITH STATE AND LOCAL PRIVATE NONPROFIT PRESERVATION GROUPS TO DEVELOP RESOURCES TO PROMOTE PRESERVATION AS A SOLUTION TO IMPORTANT NATIONAL ISSUES, SUPPORT THE FINANCIAL SUSTAINABILITY OF SIGNIFICANT HISTORIC SITES, AND ADVANCE BEST PRACTICES IN PRESERVATION. |
| FORM 990, PART III, LINE 4B: | HISTORIC SITES - THE NATIONAL TRUST AND ITS PARTNERS ARE THE STEWARDS OF 27 NATIONAL TRUST HISTORIC SITES WHICH ARE OPEN TO THE PUBLIC. THEY ARE A NATIONALLY SIGNIFICANT COLLECTION OF HISTORIC PLACES THAT INCLUDE A WIDE VARIETY OF ARCHITECTURAL STYLES, STRUCTURES LANDSCAPES, AND OBJECT COLLECTIONS THAT BRING DIVERSE STORIES OF AMERICAN HISTORY TO LIFE. IN 2022/2023, THE NATIONAL TRUST OWNED AND MANAGED 9 OF THESE SITES; OWNED 12 SITES (ONE THROUGH A LONG-TERM LEASE) THAT ARE MANAGED BY INDEPENDENT LOCAL ORGANIZATIONS; AND PROVIDED LIMITED SUPPORT TO SIX OTHER SITES THAT ARE OWNED AND MANAGED BY OTHER ENTITIES. THESE HISTORIC SITES WELCOMED OVER 931,000 VISITORS IN 2022/2023. THE HISTORY, STORIES, PEOPLE, COLLECTIONS, ARCHITECTURE AND LANDSCAPES OF THESE SITES ARE INTERPRETED TO ON-SITE VISITORS, AND THROUGH DIGITAL PROGRAMS, SOCIAL MEDIA, WEBSITES AND WRITTEN COMMUNICATION TO MILLIONS MORE. THE SITES SERVE THEIR COMMUNITIES BY PROVIDING EDUCATIONAL PROGRAMS, EVENTS AND UNIQUE GATHERING PLACES FOR COMMUNITY RESIDENTS. THE NATIONAL TRUST AND ITS PARTNER ORGANIZATIONS MAINTAIN THE SITES AS GOOD MODELS FOR HISTORIC PRESERVATION, COLLECTIONS MANAGEMENT, INTERPRETATION AND COMPREHENSIVE STEWARDSHIP. |
| FORM 990, PART III, LINE 4C: | HISTORIC PRESERVATION & CONSERVATION: EDUCATION - COMMUNICATES THE IMPORTANCE OF HISTORIC PRESERVATION, THREATS TO HISTORIC PLACES, AND ACHIEVEMENTS IN SAVING HISTORIC PLACES TO MEMBERS AND THE PUBLIC. PRODUCES AN ANNUAL CONFERENCE, WEBINARS AND IN-PERSON TRAININGS, QUARTERLY MAGAZINE, PROFESSIONAL JOURNAL, AUDIENCE NEWSLETTERS, AND WEBSITES TO HIGHLIGHT IMPORTANT PRESERVATION ISSUES, COMMUNICATE PRESERVATION SUCCESSES, AND STIMULATE NEW INTEREST IN HISTORIC PRESERVATION. TO INSPIRE ACTION BY THE PUBLIC, STAGES MEDIA CAMPAIGNS SUCH AS THE 11 MOST ENDANGERED HISTORIC PLACES LIST. PROVIDES INFORMATION ABOUT THE LEGAL AND POLICY ASPECTS OF HISTORIC PRESERVATION. HISTORIC PRESERVATION & CONSERVATION: MEMBERSHIP OUTREACH - EDUCATE THE GENERAL PUBLIC ON THE IMPORTANCE OF AND TECHNIQUES FOR PRESERVING THE NATION'S ARCHITECTURAL AND CULTURAL HERITAGE. HISTORIC PRESERVATION AND CONSERVATION: PUBLICATIONS INCLUDE: 1) "PRESERVATION," THE QUARTERLY MAGAZINE CHRONICLING INDIVIDUALS AND PROGRAMS WORKING TO SAVE HISTORIC PLACES; 2) "FORUM JOURNAL," A SCHOLARLY JOURNAL SERVING A NETWORK OF PRESERVATION PROFESSIONALS, STUDENTS AND VOLUNTEERS; 3) WWW.SAVINGPLACES.ORG AND WWW.SAVINGPLACES.ORG/preservation-leadership-forum (PRESERVATION LEADERSHIP FORUM) OFFER ONLINE CONTENT AND EMAIL COMMUNICATIONS THAT INSPIRE AND EDUCATE THE PUBLIC AND PRESERVATIONISTS AT ALL LEVELS. |
| FORM 990, PART VI, SECTION A, LINE 1A: | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONSISTS OF THE CHAIR AND TWO VICE CHAIRS AND THE CHAIR OF EACH OF THE STANDING COMMITTEES, INCLUDING THE INVESTMENTS, FINANCE & MANAGEMENT, AUDIT, TRUSTEESHIP & GOVERNANCE, ADVANCEMENT, AND PRESERVATION & HISTORIC SITES COMMITTEES AND OTHER TRUSTEES. THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL THE POWERS OF THE BOARD OF TRUSTEES BETWEEN THE MEETINGS OF THE BOARD OF TRUSTEES, SUBJECT TO GENERAL POLICIES ESTABLISHED BY THE BOARD, EXCEPT THAT THE FULL BOARD OF TRUSTEES SHALL RETAIN EXCLUSIVE AUTHORITY TO AMEND THE BYLAWS, TO EXERCISE THE BOARD'S AUTHORITY TO FILL TEMPORARY VACANCIES ON THE BOARD, AND TO ELECT THE CHAIR AND VICE CHAIRS OF THE CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 6: | THE NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES IS A MEMBER ORGANIZATION WITH 83,297 MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A: | THE ORGANIZATION'S MEMBERS HAVE THE RIGHT TO ELECT THE MEMBERS OF THE BOARD OF TRUSTEES (OTHER THAN STATUTORY EX-OFFICIO TRUSTEES). ELECTIONS ARE CONDUCTED AT AN ANNUAL MEMBERSHIP MEETING HELD IN CONJUNCTION WITH AN ANNUAL CONFERENCE IN THE FALL. |
| FORM 990, PART VI, SECTION B, LINE 11A: | THE FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTING FIRM BDO USA, LLP AND REVIEWED BY MANAGEMENT. THE DRAFT IS THEN MADE AVAILABLE TO THE AUDIT COMMITTEE AND ALL BOARD MEMBERS (EITHER DIGITALLY OR IN HARD COPY DEPENDING ON THEIR PREFERENCE). ANY CHANGES FOLLOWING THESE REVIEWS ARE AGAIN REVIEWED BY BDO USA BEFORE THE FINAL 990 IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C: | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS SENT TO THE BOARD MEMBERS ONCE A YEAR WITH A DISCLOSURE FORM THAT ASKS TRUSTEES TO DESCRIBE INTEREST IN OR RELATIONSHIPS WITH BOTH FOR-PROFIT AND NON-PROFIT ENTITIES AND TO DESCRIBE ANY TRANSACTIONS (DIRECT OR INDIRECT) WITH THE ORGANIZATION. TRUSTEES ARE ALSO REQUIRED TO DISCLOSE ANNUALLY ANY BUSINESS OR FAMILY RELATIONSHIPS WITH OTHER TRUSTEES AND WITH OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION (IDENTIFIED BY NAME), CONSISTENT WITH THE DISCLOSURE OBLIGATION OF PART VI, LINE 2. TRUSTEES ARE REGULARLY REMINDED OF THEIR OBLIGATION UNDER THE POLICY FOR POTENTIAL TRANSACTIONS. THE POLICY ALSO PROVIDES A PROCESS FOR REVIEW OF POTENTIAL CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15A: | THE ORGANIZATION'S COMPENSATION SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION OF THE PRESIDENT AND TOP MANAGEMENT STAFF (INCLUDING OFFICERS AND KEY EMPLOYEES). ALL MEMBERS OF THE COMPENSATION SUBCOMMITTEE ARE INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES. THE ORGANIZATION REGULARLY REVIEWS COMPENSATION STUDIES AND COMPARABILITY ANALYSES, AND SUCH INFORMATION FOR THE OFFICERS AND KEY EMPLOYEES IS MADE AVAILABLE TO THE COMPENSATION SUBCOMMITTEE. THE COMPENSATION SUBCOMMITTEE APPROVES COMPENSATION OF THE PRESIDENT IN ADVANCE AND IN WRITING. COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED BY THE COMPENSATION SUBCOMMITTEE, BUT IS SET BY THE PRESIDENT. |
| FORM 990, PART VI, SECTION C, LINES 18 AND 19: | THE ORGANIZATION MAKES DIGITAL COPIES OF THE STATUTORY CHARTER, BYLAWS, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, DONOR BILL OF RIGHTS, FORM 990, AND CURRENT AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE, WWW.SAVINGPLACES.ORG UNDER "OUR WORK", "ABOUT THE NATIONAL TRUST." THESE DOCUMENTS ARE ALSO MADE AVAILABLE TO ANY PERSON IN HARD COPY UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | DURING THE YEAR ENDED JUNE 30, 2023, PLEDGE RECEIVABLE DECREASED BY $937,147 DUE TO A CHANGE IN THE DONOR'S INTENT. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| NATIONAL TRUST TOURS LLC | |||||||||
| 1155 15TH STREET NW SUITE 300 | WASHINGTON | DC | 20005 | 261983358 | TRAVEL | DE | $1,356,173 | $916,876 | NTCIC |
| NATIONAL TRUST INVESTMENT MGMNT LLC | |||||||||
| 1155 15TH STREET NW SUITE 300 | WASHINGTON | DC | 20005 | 811853785 | COMMUNITY INV | DE | $0 | $683 | NTCIC |
| NATIONAL TRUST EQUITY LLC | |||||||||
| 1155 15TH STREET NW SUITE 300 | WASHINGTON | DC | 20005 | 818121733 | COMMUNITY INV | DE | $0 | $2,821,379 | NTCIC |
| NT HISTORIC REAL ESTATE EQUITY FUND LLC | |||||||||
| 1155 15TH STREET NW SUITE 300 | WASHINGTON | DC | 20005 | 811911360 | COMMUNITY INV | DE | $0 | $2,821,257 | NTCIC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL MAIN STREET CENTER INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 14TH ST NW SUITE 500 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461405965 | EIN |
| Primary Activities | HIST. PRESERV | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NTHP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NATIONAL TRUST INSURANCE SERVICES LLC | |||||||||||||
| 24 COMMERCE STREET | BALTIMORE | MD | 21202 | 200590526 | INSURANCE AGENCY | MD | NTCIC | UNRELATED | $878,449 | $104,926 | false | Yes (true) | 0.99000 |
| COOPER-MOLERA PRESERVATION LLC | |||||||||||||
| 1121 WHITE ROCK RD 200 | EL DORADO HILLS | CA | 95762 | 814665814 | HISTORIC SITE | CA | NTHP | RELATED | $670,865 | $8,293,452 | false | false | 0.98000 |
| NT HISTORIC REAL ESTATE DEBT FUND LLC | |||||||||||||
| 1155 15TH STREET NW SUITE 300 | WASHINGTON | DC | 20005 | 811911756 | COMMUNITY INV | DE | NTHP | UNRELATED | $0 | $0 | false | Yes (true) | 0.99990 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NATIONAL TRUST COMMUNITY INVESTMENT CORP | ||||||||||||
| 1155 15TH STREET NW STE 300 | WASHINGTON | DC | 20005 | 522267085 | COMMUNITY INV | DE | NTHP | C CORP | $6,138,741 | $20,122,224 | 1.00000 | Yes (true) |
| NT SOLAR INC | ||||||||||||
| 1155 15TH STREET NW SUITE 300 | WASHINGTON | DC | 20005 | 471272855 | COMMUNITY INV | DE | NTCIC | C CORP | $4,798,649 | -$73,364 | 1.00000 | Yes (true) |
| GREENROCK CORPORATION | ||||||||||||
| 200 LAKE ROAD | TARRYTOWN | NY | 10591 | 131929826 | MAINTENANCE | NY | NTHP | C CORP | $4,844,444 | $2,783,881 | 1.00000 | Yes (true) |
| CHARITABLE REMAINDER UNITRUSTS FOR NTHP | ||||||||||||
| 600 14TH STREET NW SUITE 500 | WASHINGTON | DC | 20005 | 530210807 | CHARITABLE TR | DC | NA | TRUST | $0 | $0 | false | |
| PERMANENT UNITRUST | ||||||||||||
| 600 14TH STREET NW SUITE 500 | WASHINGTON | DC | 20005 | 530210807 | CHARITABLE TR | DC | NA | TRUST | $0 | $0 | false | |
| NT INITIAL INVESTOR INC | ||||||||||||
| 1155 15TH STREET NW STE 300 | WASHINGTON | DC | 20005 | 273271845 | COMMUNITY INV | DE | NTCIC | C CORP | $0 | $0 | 1.00000 | Yes (true) |
| NTCIC LIHTC MANAGER INC | ||||||||||||
| 1155 15TH STREET NW STE 300 | WASHINGTON | DC | 20005 | 274965820 | COMMUNITY INV | DE | NTCIC | C CORP | $0 | $0 | 1.00000 | Yes (true) |
| NTCIC HTC INVEST I MANAGER INC | ||||||||||||
| 1155 15TH STREET NW STE 300 | WASHINGTON | DC | 20005 | 821167754 | COMMUNITY INV | DE | NTCIC | C CORP | $0 | $0 | 1.00000 | Yes (true) |
| NTCIC FUND MANAGER I INC | ||||||||||||
| 1155 15TH STREET NW STE 300 | WASHINGTON | DC | 20005 | 823791474 | COMMUNITY INV | DE | NTCIC | C CORP | $0 | $89,814 | 1.00000 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (true) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (21 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| COOPER-MOLERA PRESERVATION LLC | ||
| A(i) | $101,330 | BOOK VALUE |
| NATIONAL TRUST COMMUNITY INVESTMENT CORP | ||
| A(iii | $368,324 | BOOK VALUE |
| NT SOLAR INC | ||
| A(iii | $287,919 | BOOK VALUE |
| NATIONAL TRUST INSURANCE SERVICES LLC | ||
| A(iii | $53,241 | BOOK VALUE |
| COOPER-MOLERA PRESERVATION LLC | ||
| D | $5,083,915 | BOOK VALUE |
| NATIONAL TRUST COMMUNITY INVESTMENT CORP | ||
| F | $4,615,000 | BOOK VALUE |
| NATIONAL TRUST COMMUNITY INVESTMENT CORP | ||
| L | $30,000 | BOOK VALUE |
| COOPER-MOLERA PRESERVATION LLC | ||
| L | $34,032 | BOOK VALUE |
| GREENROCK CORPORATION | ||
| L | $40,500 | BOOK VALUE |
| NATIONAL MAIN STREET CENTER INC | ||
| M | $900 | BOOK VALUE |
| NATIONAL MAIN STREET CENTER INC | ||
| N | $48,353 | BOOK VALUE |
| COOPER-MOLERA PRESERVATION LLC | ||
| N | -$24,000 | BOOK VALUE |
| GREENROCK CORPORATION | ||
| N | $6,860 | BOOK VALUE |
| NATIONAL TRUST COMMUNITY INVESTMENT CORP | ||
| O | $64,993 | BOOK VALUE |
| NATIONAL MAIN STREET CENTER INC | ||
| O | $131,199 | BOOK VALUE |
| GREENROCK CORPORATION | ||
| Q | $183,334 | BOOK VALUE |
| NATIONAL TRUST COMMUNITY INVESTMENT CORP | ||
| Q | $224,417 | BOOK VALUE |
| NATIONAL MAIN STREET CENTER INC | ||
| Q | $8,325,628 | BOOK VALUE |
| GREENROCK CORPORATION | ||
| S | $205,834 | BOOK VALUE |
| NATIONAL TRUST COMMUNITY INVESTMENT CORP | ||
| S | $1,079,509 | BOOK VALUE |
| NATIONAL MAIN STREET CENTER INC | ||
| S | $8,604,065 | BOOK VALUE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART III, COLUMN (A): | FormAndLineReferenceDesc |
| Explanation | (1) NAME: NATIONAL TRUST INSURANCE SERVICES, LLC EIN: 20-0590526 ADDRESS: 24 COMMERCE STREET, BALTIMORE, MD 21202 (2) NAME: COOPER-MOLERA PRESERVATION, LLC EIN: 81-4665814 ADDRESS: 1121 WHITE ROCK RD, #200 EL DORADO HILLS, CA 95762 (3) NAME: NATIONAL TRUST HISTORIC REAL ESTATE DEBT FUND, LLC EIN: 81-1911756 ADDRESS: 1155 15TH STREET NW, SUITE 300 WASHINGTON, DC 20005 | ExplanationTxt |
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