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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-29T15:46:49-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18401 GREENSBORO DRIVE 800AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN530210807EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL TRUST FOR HISTORIC PRESERVATIONBusinessNameLine1Txt
Business Name Line2IN THE UNITED STATESBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% DENISE WISEInCareOfNm
Business Name ControlNATIBusinessNameControlTxt
Phone2025886000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 14TH STREET NW Suite 500AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDENISE WISEPersonNm
Person TitleVP, FIN & CONTROLLERPersonTitleTxt
Phone2025886000PhoneNum
Signature2024-04-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDENISEPersonFirstNm
Person LastWISEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMarc BergerPreparerPersonNm
PTINP01871563PTIN
Phone7038930600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCAROL QUILLENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 14TH STREET NW500AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$138,616,988GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressSAVINGPLACES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1949FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE O.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee317TotalEmployeeCnt
Total Volunteers726TotalVolunteersCnt
Total Gross UBI$2,289,120TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$63,345,381PYContributionsGrantsAmt
CY Contributions Grants$63,104,275CYContributionsGrantsAmt
PY Program Service Revenue$3,883,904PYProgramServiceRevenueAmt
CY Program Service Revenue$3,921,341CYProgramServiceRevenueAmt
PY Investment Income$22,112,475PYInvestmentIncomeAmt
CY Investment Income$9,819,898CYInvestmentIncomeAmt
PY Other Revenue$4,699,928PYOtherRevenueAmt
CY Other Revenue$6,794,494CYOtherRevenueAmt
PY Total Revenue$94,041,688PYTotalRevenueAmt
CY Total Revenue$83,640,008CYTotalRevenueAmt
PY Grants And Similar Paid$8,756,331PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$13,395,063CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$18,422,381PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$21,484,579CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$456,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$470,326CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$5,569,846CYTotalFundraisingExpenseAmt
PY Other Expenses$26,336,534PYOtherExpensesAmt
CY Other Expenses$25,609,707CYOtherExpensesAmt
PY Total Expenses$53,971,246PYTotalExpensesAmt
CY Total Expenses$60,959,675CYTotalExpensesAmt
PY Revenues Less Expenses$40,070,442PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$22,680,333CYRevenuesLessExpensesAmt
Total Assets BOY$439,626,174TotalAssetsBOYAmt
Total Assets EOY$482,874,449TotalAssetsEOYAmt
Total Liabilities BOY$48,214,985TotalLiabilitiesBOYAmt
Total Liabilities EOY$56,965,018TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$391,411,189NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$425,909,431NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$23,073,305ExpenseAmt
Grant$12,801,599GrantAmt
Revenue$118,318RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$18,947,606ExpenseAmt
Grant$555,963GrantAmt
Revenue$4,121,658RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$6,692,799ExpenseAmt
Grant$37,500GrantAmt
Revenue$707,568RevenueAmt
DescSEE SCHEDULE ODesc
FieldValueIRS element (for citing)
Total Program Service Expenses$48,713,710TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document413IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee317EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDENISE WISEPersonNm
Phone2025886000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 14TH ST NW SUITE 500AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
PAUL EDMONDSON
PRESIDENT & CEO39.01.0Yes (X)$468,630$0$15,262
KATHERINE MALONE-FRANCE
CHIEF PRESERVATION OFFICER40.00.0$289,235$0$21,471Yes (X)
THOMPSON M MAYES
CHIEF LEGAL OFCR & SECRETARY40.00.0Yes (X)$251,913$0$24,958
ANN MCELWAIN
CHIEF DEVELOPMENT OFFICER40.00.0$266,331$0$6,940Yes (X)
LAURA BRACIS
CHIEF FINANCIAL OFFICER40.00.0Yes (X)$251,398$0$19,115
TABITHA ALMQUIST
CHIEF ADMINISTRATIVE OFFICER40.00.0$236,313$0$11,367Yes (X)
MATTHEW MONTGOMERY
CHIEF MARKETING OFFICER40.00.0$237,652$0$8,313Yes (X)
DEMOND LEGGS
EXEC DIR, AACHAF & SR VP, NTHP40.00.0$221,622$0$20,316Yes (X)
DENISE WISE
VP OF FINANCE & CONTROLLER40.00.0$198,448$0$22,212Yes (X)
MARIANNA KNIGHT
VP, HUMAN RESOURCES40.00.0$198,703$0$10,126Yes (X)
SUSAN LATTANZI
VP, IT & REAL ESTATE40.00.0$185,875$0$18,249Yes (X)
HILARY BAAR
VP, ANNUAL GIVING40.00.0$183,795$0$17,861Yes (X)
ROSS M BRADFORD
ASSISTANT CORPORATE SECRETARY40.00.0Yes (X)$161,013$0$16,364
JAY C CLEMENS
TRUSTEE, CHAIR2.00.0Yes (X)$0$0$0Yes (X)
MARTHA NELSON
TRUSTEE, VICE CHAIR2.00.0Yes (X)$0$0$0Yes (X)
PHOEBE TUDOR
TRUSTEE, VICE CHAIR2.00.0Yes (X)$0$0$0Yes (X)
WILLIAM BATES
TRUSTEE2.00.0$0$0$0Yes (X)
CHRISTINA LEE BROWN
TRUSTEE2.00.0$0$0$0Yes (X)
ELIZABETH KIRKLAND CAHILL
TRUSTEE2.00.0$0$0$0Yes (X)
SAM DIXON
TRUSTEE2.00.0$0$0$0Yes (X)
DAMIEN DWIN
TRUSTEE2.00.0$0$0$0Yes (X)
TRACY FRIST
TRUSTEE2.00.0$0$0$0Yes (X)
ALISON K HOAGLAND
TRUSTEE2.00.0$0$0$0Yes (X)
SHELLEY I HOON KEITH
TRUSTEE2.00.0$0$0$0Yes (X)
CH RANDOLPH LYON
TRUSTEE2.00.0$0$0$0Yes (X)
JENNIFER SKYLER
TRUSTEE2.00.0$0$0$0Yes (X)
G JACKSON TANKERSLEY JR
TRUSTEE2.00.0$0$0$0Yes (X)
ROBERT JOSEPH VILA
TRUSTEE2.00.0$0$0$0Yes (X)
KAYWIN FELDMAN
EX OFFICIO TRUSTEE2.00.0$0$0$0Yes (X)
SAMANTHA KLEIN FRANK
EX OFFICIO TRUSTEE2.00.0$0$0$0Yes (X)
KJI KELLY
EX OFFICIO TRUSTEE2.00.0$0$0$0Yes (X)
DAVID SCOTT PARKER
EX OFFICIO TRUSTEE2.00.0$0$0$0Yes (X)
JOSEPH E QUINATA
EX OFFICIO TRUSTEE2.00.0$0$0$0Yes (X)
CHARLES F SAMS III
EX OFFICIO TRUSTEE2.00.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,150,928TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$212,554TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K57IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DATAPRISE INC
PO BOX 22645NEW YORKNY10087IT SERVICES$373,097
EIDOLON COMMUNICATIONS INC
15 MAIDEN LANE SUITE 1401NEW YORKNY10038FUNDRAISING SERVICES$289,550
INTERACTIVE STRATEGIES
1133 CONNECTICUT AVENUE NW SUITE 6WASHINGTONDC20036DIGITAL MARKETING$252,234
BDO USA
8401 GREENSBORO DRIVE SUITE 800MCLEANVA22102AUDIT & TAX SERVICES$250,627
CORBAN ONESOURCE LLC
235 3RD STREET SOUTH SUITE 300ST PETERSBURGFL33701PAYROLL SERVICES$191,942
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K8CntrctRcvdGreaterThan100KCnt
Federated Campaigns$10,322FederatedCampaignsAmt
Fundraising$4,836,483FundraisingAmt
Government Grants$2,734,254GovernmentGrantsAmt
All Other Contributions$55,523,216AllOtherContributionsAmt
Noncash Contributions$809,044NoncashContributionsAmt
Total Contributions$63,104,275TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
ADMISSION AND SPECIAL EVENTS900099$2,746,163$2,031,549$714,614
REIMBURSEMENT OF EXPENSES900099$459,770$459,770
CONTRACT SERVICES/COMMISSIONS900099$307,634$307,634
ADVERTISING541800$407,774$407,774
FieldValueIRS element (for citing)
Total Program Service Revenue$3,921,341TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,377,258TotalRevenueColumnAmt
Unrelated Business Revenue$628,060UnrelatedBusinessRevenueAmt
Exclusion$2,749,198ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,092,274TotalRevenueColumnAmt
Unrelated Business Revenue$329,164UnrelatedBusinessRevenueAmt
Exclusion$763,110ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$3,803,461RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,943,005RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,860,456RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,860,456TotalRevenueColumnAmt
Exclusion$1,860,456ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$58,961,469SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$52,518,829SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,442,640SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,442,640TotalRevenueColumnAmt
Exclusion$6,442,640ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$126,310FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$4,836,483ContriRptFundraisingEventAmt
Fundraising Direct Expenses$254,494FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$128,184TotalRevenueColumnAmt
Exclusion-$128,184ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$537,128GrossSalesOfInventoryAmt
Cost Of Goods Sold$260,652CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$276,476TotalRevenueColumnAmt
Unrelated Business Revenue$209,508UnrelatedBusinessRevenueAmt
Exclusion$66,968ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
EQUITY INTEREST IN SUBSIDIARIES900099$2,570,147$2,570,147
EARNINGS ALLOCATED TO ENDOWMENTS HELD FOR OTHERS900099$973,343$973,343
SALE OF PROPERTY900099$40,986$40,986

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$108,996TotalRevenueColumnAmt
Exclusion$108,996ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,693,472OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$83,640,008TotalRevenueColumnAmt
Related Or Exempt Func Income$2,798,953RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,289,120UnrelatedBusinessRevenueAmt
Exclusion$15,447,660ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$13,235,063TotalAmt
Program Services$13,235,063ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$160,000TotalAmt
Program Services$160,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,646,694TotalAmt
Program Services$1,057,526ProgramServicesAmt
Management And General$863,778ManagementAndGeneralAmt
Fundraising$725,390FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$15,553,807TotalAmt
Program Services$11,469,318ProgramServicesAmt
Management And General$1,936,285ManagementAndGeneralAmt
Fundraising$2,148,204FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$614,145TotalAmt
Program Services$468,777ProgramServicesAmt
Management And General$75,034ManagementAndGeneralAmt
Fundraising$70,334FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,371,276TotalAmt
Program Services$962,385ProgramServicesAmt
Management And General$232,966ManagementAndGeneralAmt
Fundraising$175,925FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,298,657TotalAmt
Program Services$880,786ProgramServicesAmt
Management And General$242,681ManagementAndGeneralAmt
Fundraising$175,190FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$319,411TotalAmt
Program Services$26,985ProgramServicesAmt
Management And General$283,844ManagementAndGeneralAmt
Fundraising$8,582FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$285,772TotalAmt
Program Services$13,650ProgramServicesAmt
Management And General$272,122ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$27,000TotalAmt
Program Services$27,000ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$470,326TotalAmt
Fundraising$470,326FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$689,866TotalAmt
Program Services$605,950ProgramServicesAmt
Management And General$83,916ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,411,355TotalAmt
Program Services$2,362,036ProgramServicesAmt
Management And General$752,234ManagementAndGeneralAmt
Fundraising$297,085FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$483,879TotalAmt
Program Services$208,464ProgramServicesAmt
Management And General$249,752ManagementAndGeneralAmt
Fundraising$25,663FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,434,820TotalAmt
Program Services$1,091,893ProgramServicesAmt
Management And General$205,674ManagementAndGeneralAmt
Fundraising$137,253FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,533,433TotalAmt
Program Services$2,010,420ProgramServicesAmt
Management And General$168,345ManagementAndGeneralAmt
Fundraising$354,668FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$714,796TotalAmt
Program Services$539,803ProgramServicesAmt
Management And General$63,389ManagementAndGeneralAmt
Fundraising$111,604FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$202,184TotalAmt
Program Services$202,184ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$224,310TotalAmt
Program Services$49,567ProgramServicesAmt
Management And General$174,743ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$781,855TotalAmt
Program Services$606,315ProgramServicesAmt
Management And General$94,229ManagementAndGeneralAmt
Fundraising$81,311FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,116,414TotalAmt
Program Services$897,567ProgramServicesAmt
Management And General$218,847ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
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

FieldValueIRS element (for citing)
Total$3,833,150TotalAmt
Program Services$3,251,898ProgramServicesAmt
Management And General$221,648ManagementAndGeneralAmt
Fundraising$359,604FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$60,959,675TotalAmt
Program Services$48,713,710ProgramServicesAmt
Management And General$6,676,119ManagementAndGeneralAmt
Fundraising$5,569,846FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$17,427,779BOYAmt
EOY$6,933,556EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$17,276,398BOYAmt
EOY$16,363,668EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,320,217BOYAmt
EOY$9,615,135EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$521,000BOYAmt
EOY$374,197EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$474,489BOYAmt
EOY$553,813EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$596,042BOYAmt
EOY$555,260EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$14,582,632LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$8,352,603LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,982,623BOYAmt
EOY$6,230,029EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$71,412,847BOYAmt
EOY$99,169,516EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$319,511,360BOYAmt
EOY$334,197,752EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,103,419BOYAmt
EOY$8,881,523EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$439,626,174BOYAmt
EOY$482,874,449EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$10,000,312BOYAmt
EOY$3,920,352EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$8,080,676BOYAmt
EOY$10,895,536EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,863,965BOYAmt
EOY$5,577,242EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,249,365BOYAmt
EOY$1,227,045EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$5,000,000BOYAmt
EOY$2,500,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,020,667BOYAmt
EOY$32,844,843EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$48,214,985BOYAmt
EOY$56,965,018EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$110,127,222BOYAmt
EOY$116,342,446EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$281,283,967BOYAmt
EOY$309,566,985EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$391,411,189BOYAmt
EOY$425,909,431EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$439,626,174BOYAmt
EOY$482,874,449EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$22,680,333ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$12,755,056NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$937,147OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$39,485,669CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$54,853,482CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,766,893CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$63,345,381CurrentTaxYearMinus1YearAmt
Current Tax Year$63,104,275CurrentTaxYearAmt
Total$266,555,700TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$39,485,669CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$54,853,482CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,766,893CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$63,345,381CurrentTaxYearMinus1YearAmt
Current Tax Year$63,104,275CurrentTaxYearAmt
Total$266,555,700TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$82,587,989SubstantialContributorsTotAmt
Public Support Total170$183,967,711PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,476,417CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,286,916CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,611,236CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,179,872CurrentTaxYearMinus1YearAmt
Current Tax Year$7,055,798CurrentTaxYearAmt
Total$31,610,239TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$452,538CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$410,818CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$101,272CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$158,328CurrentTaxYearMinus1YearAmt
Current Tax Year$149,981CurrentTaxYearAmt
Total$1,272,937TotalAmt
FieldValueIRS element (for citing)
Total Support$299,438,876TotalSupportAmt
Gross Receipts Rltd Activities$21,769,526GrossReceiptsRltdActivitiesAmt
Public Support CY1700.61438PublicSupportCY170Pct
Public Support PY1700.62308PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$88,763FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$161,314FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,077FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$60,709,598FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$60,959,675FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
FieldValueIRS element (for citing)
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$354,883CurrentYearMinus3Amt
Current Year Minus2$254,759CurrentYearMinus2Amt
Current Year Minus1$248,251CurrentYearMinus1Amt
Current Year$250,077CurrentYearAmt
Total$1,107,970TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$78,660CurrentYearMinus3Amt
Current Year Minus2$38,729CurrentYearMinus2Amt
Current Year Minus1$58,239CurrentYearMinus1Amt
Current Year$88,763CurrentYearAmt
Total$264,391TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held6DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held1FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$10,000DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$0FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$358,862DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$7,541FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$7,954,800DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$186,826FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Historic Land AreaYes (X)HistoricLandAreaInd
Historic StructureYes (X)HistoricStructureInd
Total Easements131TotalEasementsCnt
Total Acreage953.00TotalAcreageCnt
Historic Structure Easements110HistoricStructureEasementsCnt
Historic Strctr Easements Aftr5HistoricStrctrEasementsAftrCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held27StatesEasementsHeldCnt
Written Policy MonitoringYes (true)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement3658.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$205,807ExpensesIncurredEnforcementAmt
Section170h Rqr StsfdYes (true)Section170hRqrStsfdInd
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SaleYes (true)SolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$297,729,719BeginningYearBalanceAmt
Contributions$4,189,950ContributionsAmt
Investment Earnings Or Losses$20,928,055InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,437,361GrantsOrScholarshipsAmt
Other Expenditures$8,566,234OtherExpendituresAmt
Administrative Expenses$3,489,603AdministrativeExpensesAmt
End Year Balance$309,354,526EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$336,519,087BeginningYearBalanceAmt
Contributions$14,493,119ContributionsAmt
Investment Earnings Or Losses-$40,512,414InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,376,538GrantsOrScholarshipsAmt
Other Expenditures$8,301,486OtherExpendituresAmt
Administrative Expenses$3,092,049AdministrativeExpensesAmt
End Year Balance$297,729,719EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$252,274,995BeginningYearBalanceAmt
Contributions$4,959,759ContributionsAmt
Investment Earnings Or Losses$91,713,667InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,297,860GrantsOrScholarshipsAmt
Other Expenditures$8,860,037OtherExpendituresAmt
Administrative Expenses$2,271,437AdministrativeExpensesAmt
End Year Balance$336,519,087EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$249,492,859BeginningYearBalanceAmt
Contributions$6,128,185ContributionsAmt
Investment Earnings Or Losses$8,893,946InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,264,073GrantsOrScholarshipsAmt
Other Expenditures$8,627,772OtherExpendituresAmt
Administrative Expenses$2,348,150AdministrativeExpensesAmt
End Year Balance$252,274,995EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$271,911,308BeginningYearBalanceAmt
Contributions$4,021,401ContributionsAmt
Investment Earnings Or Losses$10,503,482InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,236,088GrantsOrScholarshipsAmt
Other Expenditures$10,674,984OtherExpendituresAmt
Administrative Expenses$25,032,260AdministrativeExpensesAmt
End Year Balance$249,492,859EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.32000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.54000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.14000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$6,714,477OtherCostOrOtherBasisAmt
Depreciation$2,473,415DepreciationAmt
Book Value$4,241,062BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$3,272,311OtherCostOrOtherBasisAmt
Depreciation$2,091,870DepreciationAmt
Book Value$1,180,441BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$4,595,844OtherCostOrOtherBasisAmt
Depreciation$3,787,318DepreciationAmt
Book Value$808,526BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$6,230,029TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INVESTMENT IN SUBSIDIARIES$19,494,938C
OTHER NON-PUBLIC INVESTMENTS$314,702,814F
FieldValueIRS element (for citing)
Total Book Value Securities$334,197,752TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
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
FieldValueIRS element (for citing)
Total Liability$32,844,843TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$96,457,326TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$12,755,056NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$1,174,130DonatedServicesAndUseFcltsAmt
Other Revenue-$422,002OtherRevenueAmt
Revenue Not Reported$13,507,184RevenueNotReportedAmt
Revenue Subtotal$82,950,142RevenueSubtotalAmt
Investment Expenses Not Incld$689,866InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$689,866RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$83,640,008TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$61,959,085TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$1,174,130DonatedServicesUseFcltsAmt
Other Expenses Included$515,146OtherExpensesIncludedAmt
Expenses Not Reported$1,689,276ExpensesNotReportedAmt
Expenses Subtotal$60,269,809ExpensesSubtotalAmt
Investment Expenses Not Incld2$689,866InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$689,866ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$60,959,675TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Investments$125,159,717
Europe (Including Iceland and Greenland)00Investments$374,683
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$125,534,400SubtotalSpentAmt
Total Spent$125,534,400TotalSpentAmt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
INTERACTIVE STRATEGIES
1133 CONNECTICUT AVE STE 600WASHINGTONDC20036ONLINE FUNDRAISINGfalse$254,326-$254,326
EIDOLON COMMUNICATIONS INC
15 MAIDEN LANE SUITE 1401NEW YORKNY10038DIRECT MARKETINGfalse$216,000-$216,000
FieldValueIRS element (for citing)
Total Retained By Contractors$470,326TotalRetainedByContractorsAmt
Total Net To Organization-$470,326TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Art AuctionEvent1Nm
Gross Receipts Event1$4,399,253GrossReceiptsEvent1Amt
Charitable Contri Event1$4,399,253CharitableContriEvent1Amt
Event2GLASS HOUSEEvent2Nm
Gross Receipts Event2$433,945GrossReceiptsEvent2Amt
Charitable Contri Event2$389,750CharitableContriEvent2Amt
Gross Revenue Event2$44,195GrossRevenueEvent2Amt
Other Direct Expenses Event2$166,234OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$129,595GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$47,480CharitableContriOtherEventsAmt
Gross Revenue Other Events$82,115GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$88,260OthDirectExpnssOtherEventsAmt
Gross Receipts Total$4,962,793GrossReceiptsTotalAmt
Charitable Contributions Tot$4,836,483CharitableContributionsTotAmt
Gross Revenue Total Events$126,310GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$254,494OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$254,494DirectExpenseSummaryEventsAmt
Net Income Summary-$128,184NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART II, EVENT TYPE:FormAndLineReferenceDesc
Explanation(C) OTHER EVENT: LYNDHURST/FARNSWORTH/WOODLAWN EVENTSExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (237 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ASSN FOR THE PRESERV OF THE CONGRESSIONAL
1801 E STREET SEWASHINGTONDC20003521071828501(C)(3)$536,660HISTORIC PRESERVATION
FIRST BAPTIST CHURCH ASHEVILLE
5 OAK STREETASHEVILLENC28801560554211501(C)(3)$250,000HISTORIC PRESERVATION
HERITAGE FUND BARTHOLOMEW
538 FRANKLIN STREETCOLUMBUSIN47201351343903501(C)(3)$250,000HISTORIC PRESERVATION
LAFAYETTE AVE PRESBYTERIAN
85 S OXFORD STREETBROOKLYNNY11238111633515501(C)(3)$250,000HISTORIC PRESERVATION
OLD PINE STREET CHURCH
412 PINE STREETPHILADELPHIAPA19106232631389501(C)(3)$250,000HISTORIC PRESERVATION
ST PAUL'S CHURCH
310 MONTGOMERY STREETSYRACUSENY13202150532151501(C)(3)$250,000HISTORIC PRESERVATION
BURK'S CHAPEL AME CHURCH
635 OHIO STREETPADUCAHKY42003611136913501(C)(3)$200,000HISTORIC PRESERVATION
CONGREGATIONAL CHURCH OF CHRISTIAN FLLWSHP
2085 SOUTH HOBARTLOS ANGELESCA90018952111152501(C)(3)$200,000HISTORIC PRESERVATION
HISTORIC BROWN CHAPEL AME
117 LANDLINE ROADSELMAAL36701270790354501(C)(3)$200,000HISTORIC PRESERVATION
OLD SHIP AME ZION CHURCH
483 HOLCOMBE STREETMONTGOMERYAL36104630988510501(C)(3)$200,000HISTORIC PRESERVATION
PLEASANT STREET CIVIL RIGHTS & CULTURAL ARTS CENTE
5429 SW 89TH STREETOCALAFL34476871523824501(C)(3)$200,000HISTORIC PRESERVATION
SIXTEENTH STREET BAPTIST CHURCH INC
1530 SIXTH AVENUE NBIRMINGHAMAL35203630397962501(C)(3)$200,000HISTORIC PRESERVATION
SCOTLAND AFRICAN METHODIST ZION CHURCH
10902 SEVEN LOCKS ROADPOTOMACMD20850521759384501(C)(3)$200,000HISTORIC PRESERVATION
VARICK MEMORIAL AFRICAN METHODIST CHURCH
806 QUINCY STREETBROOKLYNNY11221743202146501(C)(3)$200,000HISTORIC PRESERVATION
FIRST BRYAN BAPTIST CHURCH
575 W BRYAN STREETSAVANNAHGA31401581224414501(C)(3)$175,000HISTORIC PRESERVATION
FILOLI CENTER INC
86 CANADA ROADWOODSIDECA94062952996648501(C)(3)$162,800HISTORIC PRESERVATION
FIRST BAPTIST CHURCH OF HAYNEVILLE INC
361 PINE STREETHAYNEVILLEAL36040631217915501(C)(3)$160,000HISTORIC PRESERVATION
HUALAPAI TRIBE
941 HUALAPAI WAYPEACH SPRINGSAZ86434860092282501(C)(3)$158,000HISTORIC PRESERVATION
BIG NFP
6011 S ST LAWRENCECHICAGOIL60637452453557501(C)(3)$153,278HISTORIC PRESERVATION
ANNE SPENSER HOUSE
1313 PIERCE STREETLYNCHBURGVA24501521470973501(C)(3)$150,000HISTORIC PRESERVATION
BROWN CHAPEL AME
1400 BOYLE STREETPITTSBURGHPA15212251899818501(C)(3)$150,000HISTORIC PRESERVATION
CITY OF CHICAGO DEPT OF PLANNING & DEVELOP
121 NORTH LASALLECHICAGOIL60620366005820GOVERNMENT$150,000HISTORIC PRESERVATION
CORY UNITED METHODIST CHURCH
1117 E 105TH STREETCLEVELANDOH44108346004310501(C)(3)$150,000HISTORIC PRESERVATION
SECOND BAPTIST CHURCH (CA)
2412 GRIFFITH AVENUELOS ANGELESCA90011956002905501(C)(3)$150,000HISTORIC PRESERVATION
TACOMA CITY ASSOC OF COLORED WOMEN INC
2316 YAKIMA AVENUETACOMAWA98405910871113501(C)(3)$150,000HISTORIC PRESERVATION
THE FIRST AFRICAN BAPTIST CHURCH
601 NEW STREETBEAUFORTSC29902571019152501(C)(3)$150,000HISTORIC PRESERVATION
BILLY WEBB ELKS LODGE #1050
6 N TILLAMOOK STREETPORTLANDOR97211800501574501(C)(3)$140,000HISTORIC PRESERVATION
STILLMAN COLLEGE
3601 STILLMAN BLVDTUSCALOOSAAL35401630315935501(C)(3)$135,000HISTORIC PRESERVATION
ASBURY PARK-AFRICAN AMERICAN
1403 3RD AVEASBURY PARKNE07712832203838501(C)(3)$125,000HISTORIC PRESERVATION
CENTRAL PRESBYTERIAN CHURCH
70 MAPLE STREETSUMMITNJ07901221494432501(C)(3)$125,000HISTORIC PRESERVATION
HISTORIC SHILOH MISSIONARY BAPTIST CHURCH
7 SHILOH ROADNOTASULGAAL36866621323460501(C)(3)$120,000HISTORIC PRESERVATION
THE WHITNEY INSTITUTE
5099 HIGHWAY 18WALLACELA70049474417039501(C)(3)$100,825HISTORIC PRESERVATION
CITY OF BELTON TEXAS
PO BOX 120BELTONTX76513746000356GOVERNMENT$100,000HISTORIC PRESERVATION
DETROIT SOUND CONSERVANCY
440 BURROUGHS SUITE 195DETROITMI48202471039285501(C)(3)$100,000HISTORIC PRESERVATION
DEVELOP LOUISVILLE
444 S 5TH STREETLOUISVILLEKY40202320049006501(C)(3)$100,000HISTORIC PRESERVATION
EBENEZER AME ZION
1716 23RD AVENUESEATTLEWA98122237265871501(C)(3)$100,000HISTORIC PRESERVATION
EBENEZER MISSIONARY BAPTIST
4501 S VINCENNES AVENUECHICAGOIL60653362423240501(C)(3)$100,000HISTORIC PRESERVATION
FOUNDATION APPALACHIAN OH
35 PUBLIC SQUARENELSONVILLEOH45764311620483501(C)(3)$100,000HISTORIC PRESERVATION
HOLY AID AND COMFORT SPIRITUAL CHURCH
1644 N VILLERE STNEW ORLEANSLA70116364658770501(C)(3)$100,000HISTORIC PRESERVATION
LET FREEDOM RING FOUNDATION
727 SCOTLAND STREETWILLIAMSBURGVA23185831053673501(C)(3)$100,000HISTORIC PRESERVATION
MANZANOLA UNITED METHODIST
PO BOX 32MANZANOLACO81058341980209501(C)(3)$100,000HISTORIC PRESERVATION
OKAHUMPKA COMMUNITY CLUB
PO BOX 174OKAHUMPKAFL34762264286119501(C)(3)$100,000HISTORIC PRESERVATION
PROJECT ROW HOUSES
PO BOX 1011HOUSTONTX77251760411778501(C)(3)$100,000HISTORIC PRESERVATION
REEDY CHAPEL AME CHURCH
PO BOX 16047GALVESTONTX77552760328755501(C)(3)$100,000HISTORIC PRESERVATION
ST JAMES AME CHURCH
419 S 8TH STREETMAYFIELDKY42066621421651501(C)(3)$100,000HISTORIC PRESERVATION
ST RITA CATHOLIC CHURCH
1733 DR ANDREW AVEINDIANAPOLISIN46202350869038501(C)(3)$100,000HISTORIC PRESERVATION
ST STEPHEN AME CHURCH
501 RED CROSS STREETWILMINGTONNC28401566146372501(C)(3)$100,000HISTORIC PRESERVATION
WESLEY TEMPLE AME ZION CHURCH
104 NORTH PROSPECT STREETAKRONOH44304341973064501(C)(3)$100,000HISTORIC PRESERVATION
WHIRLWIND JOHNSON FOUNDATION
PO BOX 6293RICHMONDVA23230472482919501(C)(3)$100,000HISTORIC PRESERVATION
JAMES WELDON JOHNSON
101 ALFORD ROADEAT BARRINGTONMA01230812932928501(C)(3)$96,000HISTORIC PRESERVATION
MISSISSIPPI HERITAGE TRUST
PO BOX 577JACKSONMS39205582020318501(C)(3)$94,000HISTORIC PRESERVATION
SHAW UNIVERSITY
118 E SOUTH STREETRALEIGHNC27601560530235501(C)(3)$90,000HISTORIC PRESERVATION
CLIVEDEN INC
6401 GERMANTOWN AVEPHILADELPHIAPA19144232232675501(C)(3)$88,096HISTORIC PRESERVATION
EAST MOUNT ZION BAPTIST
9990 EUCLID AVENUECLEVELANDOH44106341432055501(C)(3)$85,000HISTORIC PRESERVATION
MONTPELIER FOUNDATION
PO BOX 67MONTPELIER STATIONVA22957311620682501(C)(3)$83,527HISTORIC PRESERVATION
HALLTOWN MEMORIAL CHAPEL ASSOCIATION
RURAL ROUTE 230HALLTOWNWV23414550773244501(C)(3)$80,000HISTORIC PRESERVATION
WILLIAMS DUMAS BUILDING REST
707 FRANKLIN STNATCHEZMI39120873574800501(C)(3)$80,000HISTORIC PRESERVATION
ANYONE CAN FLY FOUNDATION
127 JONES ROADENGLEWOODNJ07631223762980501(C)(3)$75,000HISTORIC PRESERVATION
HISTORIC KAPPA HOUSE
PO BOX 90473WASHINGTONDC20090530205684501(C)(3)$75,000HISTORIC PRESERVATION
HISTORIC PRESERVATION CORP
1124 S 18TH STREETCENTERVILLEIA52544421471954501(C)(3)$75,000HISTORIC PRESERVATION
LEE HAVEN UNITED METHODIST CHURCH
413 BLACKBIRD LANDINGTOWNSENDDE19734510336941501(C)(3)$75,000HISTORIC PRESERVATION
LOUIS ARMSTRONG HOUSE
34-56 107TH STREETCORONANY11368264178283501(C)(3)$75,000HISTORIC PRESERVATION
ROBERTS CHAPEL CHURCH & BURIAL ASSOCIATION
PO BOX 561NOBLESVILLEIN46061351595534501(C)(3)$75,000HISTORIC PRESERVATION
PRESIDENT LINCOLN'S COTTAGE
3700 NCAPITOL STREETWASHINGTONDC20011471453864501(C)(3)$61,758HISTORIC PRESERVATION
LATINOS IN HERITAGE CONSERVATION
5349 S GILA AVENUETUCSONAZ85746843204802501(C)(3)$60,000HISTORIC PRESERVATION
ROUTE 66 ROAD AHEAD
114 SW ARCH STREETATLAUTAIL61723813387871501(C)(3)$60,000HISTORIC PRESERVATION
NEW BERN PRESERVATION
510-B POLLOCK STREETNEW BERNNC28563237276105501(C)(3)$59,000HISTORIC PRESERVATION
PRESERVATION PENNSYLVANIA INC
257 NORTH STREETHARRISBURGPA17101232219097501(C)(3)$55,957HISTORIC PRESERVATION
CLEVELAND RESTORATION SOCIETY
3751 PROSPECT AVENUECLEVELANDOH44115237218767501(C)(3)$55,000HISTORIC PRESERVATION
OLD SARDIS REVITALIZATION CDC
1240 4TH STREET NBIRMINGHAMAL35204461532435501(C)(3)$55,000HISTORIC PRESERVATION
SOUTH SIDE COMMUNITY ART CTR
3831 S MICHIGAN AVENUECHICAGOIL60653237359897501(C)(3)$55,000HISTORIC PRESERVATION
BALL STATE UNIVERSITY
2000 W UNIVERSITY AVENUEMUNCIEIN47306356000221501(C)(3)$50,000HISTORIC PRESERVATION
BRUCEMORE INC
2160 LINDEN DR SECEDAR RAPIDSIA52403421170531501(C)(3)$50,000HISTORIC PRESERVATION
BUFFALO SOLDIERS NATIONAL MUSEUM
3816 CAROLINE STREETHOUSTONTX77004760658661501(C)(3)$50,000HISTORIC PRESERVATION
CHUBB CHAPEL UNITED METHODIST
PO BOX 771CAVE SPRINGGA30124582220861501(C)(3)$50,000HISTORIC PRESERVATION
CITY OF TARPON SPRINGS
324 E PINE STREETTARPON SPRINGSFL34689596000437GOVERNMENT$50,000HISTORIC PRESERVATION
DAUFUSKIE ISLAND GULLAH
PO BOX 93DAUFUSKIE ISLANDSC29915842610397501(C)(3)$50,000HISTORIC PRESERVATION
FIRST IMMANUEL LUTHERAN CHURCH CHICAGO
1124 S ASHLAND AVENUECHICAGOIL60607366008129501(C)(3)$50,000HISTORIC PRESERVATION
FLORIDA BLACK HISTORICAL
80 NW 51ST STREETMIAMIFL33127650658184501(C)(3)$50,000HISTORIC PRESERVATION
HART ISLAND PROJECT
PO BOX 4327NEW YORKNY10163275559861501(C)(3)$50,000HISTORIC PRESERVATION
LANE COLLEGE
545 LANE AVENUEJACKSONTN38301620570060501(C)(3)$50,000HISTORIC PRESERVATION
LEAKE TEMPLE AME
430 N HOYT STREETANCHORAGEAK99508920108558501(C)(3)$50,000HISTORIC PRESERVATION
MATHEWSON STREET CHURCH
134 MATHEWSON STREETPROVIDENCERI02903050512660501(C)(3)$50,000HISTORIC PRESERVATION
MATHEWSON ST UNITED METHODIST
PO BOX 6046PROVIDENCERI029406046050258904501(C)(3)$50,000HISTORIC PRESERVATION
MEDGAR & MYRLIE EVERS INS
PO BOX 13222JACKSONMS39236931238641501(C)(3)$50,000HISTORIC PRESERVATION
MICHIGAN STREET AA HERITAGE
111 GENESEE ST STE 401BUFFALONY14203271273797501(C)(3)$50,000HISTORIC PRESERVATION
NATIONAL COAL HERITAGE AREA AUTH
PO BOX 15OAK HILLWV25901550865745501(C)(3)$50,000HISTORIC PRESERVATION
NEW MEXICO HISTORIC PRESERVATION DIVISION
407 GALISTEO ST STE 236SANTA FENM87501856000565501(C)(3)$50,000HISTORIC PRESERVATION
ELAINE LEGACY CENTER
PO BOX 42ELAINEAR72333842992317501(C)(3)$49,567HISTORIC PRESERVATION
CINEFEMME
1507 7TH STREETSANTA MONICACA90401522374579501(C)(3)$48,000HISTORIC PRESERVATION
COUNTY OF EL PASO
800 E OVERLAND STE 406EL PASOTX79901746000762501(C)(3)$43,374HISTORIC PRESERVATION
CARLITO'S SOUL KITCHEN
753 MAIN STREETWHEELINGWV26003872113384$40,000BACKING HISTORIC SMALL RESTAURANTS
CARMEN'S ICECREAM INC DBA FREIGHTHOUSE MKT & CAFE
1000 BROAD STREETLYNDONVILLEVT05851030364283$40,000BACKING HISTORIC SMALL RESTAURANTS
COZY INN RESTAURANT
214 W MILWAUKEE STJANESVILLEWI53548810827462$40,000BACKING HISTORIC SMALL RESTAURANTS
CROISSANT CONSORTIUM DBA THE HUNGARIAN PASTRY SHOP
1030 AMSTERDAM AVENUENEW YORKNY10025132865751$40,000BACKING HISTORIC SMALL RESTAURANTS
DELGADILLO'S SNOW CAP
22235 W ROUTE 66SELIGMANAZ86337202689402$40,000BACKING HISTORIC SMALL RESTAURANTS
EL ADOBE INC
472 S MISSISSIPPI AVENUEATOKAOK74525731292605$40,000BACKING HISTORIC SMALL RESTAURANTS
FAR EAST CAFE
631 GRANT AVENUESAN FRACISCOCA94108943336827$40,000BACKING HISTORIC SMALL RESTAURANTS
FISHSCALE INC DBA FISHSCALE
637 FLORIDA AVE NWWASHINGTONDC20001812055369$40,000BACKING HISTORIC SMALL RESTAURANTS
FLESOR'S CANDY KITCHEN
101 WEST SALE STREETTUSCOLAIL61953362205822$40,000BACKING HISTORIC SMALL RESTAURANTS
GOLD HILL HOTEL MGMNT LLC-DBA CROWN POINT REST
1540 SOUTH MAIN STVIRGINIA CITYNV89440861549876$40,000BACKING HISTORIC SMALL RESTAURANTS
HANDS ON HARTFORD INC DBA GATHER55
55 BARTHOLOMEW AVENUEHARTFORDCT06109060861268$40,000BACKING HISTORIC SMALL RESTAURANTS
HOLLY MANAGEMENT INC DBA THE HOLLY HOTEL
110 BATTLE ALLEYHOLLYMI48442382257367$40,000BACKING HISTORIC SMALL RESTAURANTS
JEFF'S DRIVE IN INC
3901 N CICERO AVENUECHICAGOIL60641363513932$40,000BACKING HISTORIC SMALL RESTAURANTS
JOHNNY'S BBQ
139 MAUREEN CRMAPLEVILLERI02839821294573$40,000BACKING HISTORIC SMALL RESTAURANTS
KELLY'S GINGERNUT PUB
133 MASON AVENUECAPE CHARLESVA23310412141966$40,000BACKING HISTORIC SMALL RESTAURANTS
MITLA CAFE
602 MT VERNON AVESAN BERNARDINOCA92411461608069$40,000BACKING HISTORIC SMALL RESTAURANTS
PEKIN CAFE & LOUNGE INC
117 S MAIN STREETBUTTEMT59701810456096$40,000BACKING HISTORIC SMALL RESTAURANTS
PNT HOSPITALITY INC DBA PENTAGOET INN & PUB
26 MAIN STREETCASTINEME04421882442103$40,000BACKING HISTORIC SMALL RESTAURANTS
RADIUS BREWING COMPANY
610 MERCHANT STREETEMPORIAKS66801460897300$40,000BACKING HISTORIC SMALL RESTAURANTS
SNOCAP DRIVE-IN
618 WEST AVENUENORTH AUGUSTASC29841833441148$40,000BACKING HISTORIC SMALL RESTAURANTS
TREMONT DEVELOPMENT DBA THE TREEHOUSE
820 COLLEGE AVENUECLEVELANDOH44113341805350$40,000BACKING HISTORIC SMALL RESTAURANTS
MAIN STREET ALABAMA
880 MONTCLAIR ROADBIRMINGHAMAL35213271847357501(C)(3)$35,000HISTORIC PRESERVATION
UNIVERSITY OF NEW HAMPSHIRE
51 COLLEGE RD SRVC BLDNGDURHAMNH03824026000937501(C)(3)$30,773HISTORIC PRESERVATION
FDR MEMORIAL LEGACY
1629 K ST NW STE 300WASHINGTONDC20006461931507501(C)(3)$30,000HISTORIC PRESERVATION
WASHINGTON ST HISTORIC
93 4TH AVENUE 645NEW YORKNY10003463951577501(C)(3)$28,953HISTORIC PRESERVATION
THINKCHINATOWN
231 W 29 SUITE 602NEW YORKNY10001200434850501(C)(3)$27,991HISTORIC PRESERVATION
GRAND RAPIDS PUBLIC MUSEUM
272 PEARL STREET NWGRAND RAPIDSMI49504382837266501(C)(3)$26,948HISTORIC PRESERVATION
WASHINGTON TRUST HIST
1204 MINOR AVENUESEATTLEWA98101910983680501(C)(3)$26,881HISTORIC PRESERVATION
UNIVERSITY OF MAINE SYSTEM
5717 CORBETT HALLORONOME044695717016000769501(C)(3)$25,008HISTORIC PRESERVATION
AM INDIAN COUNCIL MARIPOSA
4630 BEN HUR ROADMARIPOSACA95338770161686501(C)(3)$25,000HISTORIC PRESERVATION
APPLEGARTH TUBMAN MEDICINE
607 BRIDGEWAY LANENAPLESFL34108320628732501(C)(3)$25,000HISTORIC PRESERVATION
CITY OF ALAMOGORDO
1376 E 9TH STREETALAMOGORDONM88310856000099GOVERNMENT$25,000HISTORIC PRESERVATION
CITY OF PROVIDENCE
25 DORRANCE STREETPROVIDENCERI02903056000329GOVERNMENT$25,000HISTORIC PRESERVATION
COLORADO PRESERVATION INC
1420 OGDEN ST 104DENVERCO80218742403583501(C)(3)$25,000HISTORIC PRESERVATION
EASTERN SHORE HERITAGE INC
P O BOX 727CHESTERTOWNMD21620522270316501(C)(3)$25,000HISTORIC PRESERVATION
ELMORE BOLLING INITIATIVE
PO BOX 83LOWNDESBOROAL36752352333112501(C)(3)$25,000HISTORIC PRESERVATION
FRIENDS SONS & DAUGHTERS HAM
6734 STUART AVENUERICHMONDVI23226842753418501(C)(3)$25,000HISTORIC PRESERVATION
HISTORIC SOTTERLEY
44300 SOTTERLEY LANEHOLLYWOODMD20636526037721501(C)(3)$25,000HISTORIC PRESERVATION
MAKER SPACE 307
2255 BRUNTON CT STE ARIVERTONWY82501843048784501(C)(3)$25,000HISTORIC PRESERVATION
MIAMI DADE COLLEGE
11011 SW 104TH ST RM 9254MIAMIFL33176591210485501(C)(3)$25,000HISTORIC PRESERVATION
PUI TAK CENTER
2216 S WENTWORTH AVENUECHICAGOIL60616363972943501(C)(3)$25,000HISTORIC PRESERVATION
QUEEN ANNE'S COUNTY HISTORICAL SOCIETY
PO BOX 62CENTREVILLEMD21617526049578501(C)(3)$25,000HISTORIC PRESERVATION
SELMA DALLAS CO HIST
PO BOX 586 622 MCLEOD AVESELMAAL36702237269474501(C)(3)$25,000HISTORIC PRESERVATION
SPRINGFIELD COMMUNITY CENTER
1278 SPRINGFIELD ROADUNION POINTGA30669582528349501(C)(3)$25,000HISTORIC PRESERVATION
ST JOHNS COUNTY CULTURAL
184 SAN MARCO AVEST AUGUSTINEFL32084593581209501(C)(3)$25,000HISTORIC PRESERVATION
UNITARIAN UNIVERSALIST URBAN
10 PUTNAM STREETROXBURYMA02119042105897501(C)(3)$25,000HISTORIC PRESERVATION
WARREN PRESERVATION SOCIETY
PO BOX 624WARRENRI02885055446654501(C)(3)$25,000HISTORIC PRESERVATION
YSLETA DEL SUR PUEBLO
119 S OLDYSLETA DEL SUR PUEBLOTX79907741851338501(C)(3)$25,000HISTORIC PRESERVATION
METROPOLITAN HISTORICAL COMM
3000 GRANNY WHITE PIKENASHVILLETN37204455164106501(C)(3)$24,570HISTORIC PRESERVATION
SUSAN LAFLESCHE PICOTTE CNTR
PO BOX 36WALTHILLNE68067470746797501(C)(3)$23,345HISTORIC PRESERVATION
ACADIANA GROWERS ALLIANCE
6615 LEE STATION ROADNEW IBERIALA70560474142071501(C)(3)$23,301HISTORIC PRESERVATION
CITY OF BIRMINGHAM - AL
710 N 20TH ST STE A100BIRMINGHAMAL35203636001201GOVERNMENT$22,500HISTORIC PRESERVATION
NATHPO
1618 BELVEDERE BLVDSILVER SPRINGMD20902742893040501(C)(3)$20,243HISTORIC PRESERVATION
MARTHA'S VINEYARD PRES TRUST
PO BOX 5277EDGARTOWNMA02539046387676501(C)(3)$20,000HISTORIC PRESERVATION
STATE OF SOUTH DAKOTA
800 GOVERNORS DRIVEPIERRESD57501466000364501(C)(3)$20,000HISTORIC PRESERVATION
CASITA MARIA
928 SIMPSON ST 6TH FLBRONXNE10459131623994501(C)(3)$19,966HISTORIC PRESERVATION
NORTHEAST IOWA RCD
101 E GREENE STREETPOSTVILLEIA52162421309260501(C)(3)$19,938HISTORIC PRESERVATION
HIKA'ALANI
1015 AOLOA PL 241KAILUAHI96734011958081501(C)(3)$18,760HISTORIC PRESERVATION
JAPANESE AMERICAN NATIONAL
100 N CENTRAL AVELOS ANGELESCA90012953966024501(C)(3)$18,484HISTORIC PRESERVATION
GEORGIA O'KEEFE MUSEUM
217 JOHNSON STREETSANTA FENM87501850437114501(C)(3)$18,000HISTORIC PRESERVATION
HECKSCHER MUSEUM
2 PRIME AVENUEHUNTINGTONNY11743116038031501(C)(3)$18,000HISTORIC PRESERVATION
RENEE & CHAIM GROSS FOUNDATION
526 LAGUARDIA PLACENEW YORKNY10012133490010501(C)(3)$18,000HISTORIC PRESERVATION
ROSENWALD CENTER
712 W HARPER STREETSNOW HILLNC28580010708553501(C)(3)$17,600HISTORIC PRESERVATION
DRAYTON HALL PRESERVATION TRUST
3380 ASHLEY RIVER ROADCHARLESTONSC29414454938941501(C)(3)$17,454HISTORIC PRESERVATION
SHEBOYGAN COUNTY HIST SOC
3110 ERLE AVENUESHEBOYGANWI53081396076921501(C)(3)$17,136HISTORIC PRESERVATION
TOWN OF ATLANTIC BEACH
717 30TH AVENUE SATLANTIC BEACHSC29582570574873501(C)(3)$16,544HISTORIC PRESERVATION
ARCH STREET MEETING HOUSE
1515 CHERRY STREETPHILADELPHIAPA19102464125404501(C)(3)$16,500HISTORIC PRESERVATION
ALLIANCE HIST HILLSBOROUGH
150 E KING STREETHILLSBOROUGHNC27278561818934501(C)(3)$16,406HISTORIC PRESERVATION
LATINITAS
1023 SPRINGDALE RD UNIT 9EAUSTINTX78721770603754501(C)(3)$16,332HISTORIC PRESERVATION
ST PETER THE APOSTLE CHURCH
303 CHESTERFIELD AVECENTREVILLEMD21617520887613501(C)(3)$15,500HISTORIC PRESERVATION
TUCSON HISTORIC PRESERVATION FOUNDATION
PO BOX 40008TUCSONAZ85717860549490501(C)(3)$15,500HISTORIC PRESERVATION
BEARS EARS PARTNERSHIP
567 W MAIN ST PO BOX 338BLUFFUT84512352426283501(C)(3)$15,000HISTORIC PRESERVATION
LYNCHING SITES PROJECT OF MEMPHIS
1960 NORTH PKWY APT 504MEMPHISTN38112815213596501(C)(3)$15,000HISTORIC PRESERVATION
PRESERVATION BUFFALO NIAGARA
617 MAIN STREET STE 201BUFFALONY14203222986810501(C)(3)$15,000HISTORIC PRESERVATION
ROCKEFELLER BROTHERS FUND
200 LAKE ROADTARRYTOWNNY10591131760106501(C)(3)$15,000HISTORIC PRESERVATION
THE L'ENFANT TRUST
1307 NEW HAMPSHIRE AVEWASHINGTONDC20036521154054501(C)(3)$15,000HISTORIC PRESERVATION
THREATT FILLING STATION FOUNDATION
21765 NE 178TH STREETLUTHEROK73054834091024501(C)(3)$15,000HISTORIC PRESERVATION
UPWARD BOUND CAMP
40151 GATES SCHOOL ROADGATESOR97346930749992501(C)(3)$15,000HISTORIC PRESERVATION
CENTRAL DISTRICT COMMUNITY
1143 MARTIN LUTHER KINGSEATTLEWA98122852881355501(C)(3)$14,982HISTORIC PRESERVATION
SAINT-GAUDENS MEMORIAL
34 S HIGHLAND AVENUEOSSINGNY10562020223438501(C)(3)$14,500HISTORIC PRESERVATION
OLD CHURCH THEATER
PO BOX 304BRADFORDVT05033453187491501(C)(3)$14,000HISTORIC PRESERVATION
DONALDSONVILLE AREA FOUNDATION
PO BOX 220PRAIRIEVILLELA70769811891472501(C)(3)$13,750HISTORIC PRESERVATION
THOMAS COLE HISTORIC HOUSE
218 SPRING STREETCATSKILLNY12414270599147501(C)(3)$13,146HISTORIC PRESERVATION
GAY LESBIAN BISEXUAL
1301 E COLFAX AVENUEDENVERCO80218840738879501(C)(3)$13,090HISTORIC PRESERVATION
HOLLYWOOD UNITED ME
6817 FRANKLIN AVENUEHOLLYWOODCA90028951660355501(C)(3)$13,000HISTORIC PRESERVATION
FT ROSS CONSERVANCY
19005 COAST HWY 1JENNERCA95450942370751501(C)(3)$12,638HISTORIC PRESERVATION
HISTORIC NEW ENGLAND
141 CAMBRIDGE STREETBOSTONMA02114042104937501(C)(3)$12,500HISTORIC PRESERVATION
TOWN OF SYKESVILLE
7547 MAIN STREETSYKESVILLEMD21784526001575501(C)(3)$12,500HISTORIC PRESERVATION
WHITE HOUSE HISTORICAL ASSOCIATION
1610 H STREET NWWASHINGTONDC20006520749685501(C)(3)$12,332HISTORIC PRESERVATION
VANPORT MOSAIC
5131 NE 23RD AVENUEPORTLANDOR97212475299448501(C)(3)$12,100HISTORIC PRESERVATION
EMPOWER DC
1419 V STREET NWWASHINGTONDC20009272623232501(C)(3)$12,072HISTORIC PRESERVATION
SHAWNEE TRIBE
29 HIGHWAY 69AMIAMIOK74534731611444501(C)(3)$11,049HISTORIC PRESERVATION
CHINA ALLEY PRES SOCIETY
12 CHINA ALLEY PO BOX 728HANFORDCA93232770026558501(C)(3)$11,033HISTORIC PRESERVATION
SHENANDOAH VALLEY BLACK
425 HILL STREETHARRISONBURGVA22802811709430501(C)(3)$10,787HISTORIC PRESERVATION
ACCOKEEK FOUNDATION
3400 BRYAN POINT ROADACCOKEEKMD20607526037288501(C)(3)$10,000HISTORIC PRESERVATION
ARTSPACE PROJECTS
250 3RD AVENUEMINNEAPOLISMN55401411350071501(C)(3)$10,000HISTORIC PRESERVATION
BUCKLAND HISTORICAL SOCIETY
PO BOX 88BUCKLANDMA01338042743050501(C)(3)$10,000HISTORIC PRESERVATION
EARLY CONNECTIONS LEARNING CENTERS
104 E RIO GRANDECOLORADO SPRINGSCO80903840632406501(C)(3)$10,000HISTORIC PRESERVATION
GEORGIA TRUST FOR HISTORIC
1516 PEACHTREE ST NWATLANTAGA30309237357226501(C)(3)$10,000HISTORIC PRESERVATION
GLOUCESTER MEETINGHOUSE FOUNDATION
10 CHURCH STREETGLOUCESTERMA01930474519160501(C)(3)$10,000HISTORIC PRESERVATION
HISTORIC DENVER INC
1420 OGDEN ST SUITE 202DENVERCO80218840605731501(C)(3)$10,000HISTORIC PRESERVATION
HISTORIC SEATTLE
1117 MINOR AVENUESEATTLEWA98101911729777501(C)(3)$10,000HISTORIC PRESERVATION
KENOSHA COUNTY
1010 56TH STREETKENOSHAWI53140396005707501(C)(3)$10,000HISTORIC PRESERVATION
LEWES HISTORICAL SOCIETY
110 SHIPCARPENTER STREETLEWESDE19958516017951501(C)(3)$10,000HISTORIC PRESERVATION
PRESERVATION SOC CHARLESTON
147 KING STREETCHARLESTONSC29401570439524501(C)(3)$10,000HISTORIC PRESERVATION
QUAPAW QUARTER ASSOCIATION
PO BOX 165023LITTLE ROCKAR72216522192406501(C)(3)$10,000HISTORIC PRESERVATION
SCENIC AMERICA
727 15TH STREET NWWASHINGTONDC20005232188166501(C)(3)$10,000HISTORIC PRESERVATION
TETON RAPTOR CENTER
5450 W HWY 22 PO BOX 1805WILSONWY83014830328068501(C)(3)$10,000HISTORIC PRESERVATION
THE PANIDA THEATER
PO BOX 1981SANDPOINTID83864820233559501(C)(3)$10,000HISTORIC PRESERVATION
UNIVERSITY OF COLORADO DENVER
CAMPUS BOX 125DENVERCO80217846000555501(C)(3)$10,000HISTORIC PRESERVATION
TOWN OF TILTON
257 MAIN STREETTILTONNH03276026000916501(C)(3)$9,863HISTORIC PRESERVATION
PHILADELPHIA FOLKLORE PROJECT
735 S 50TH STREETPHILADELPHIAPA19143232568080501(C)(3)$9,500HISTORIC PRESERVATION
BOSCO-MILLIGAN FOUNDATION
701 SE GRAND AVENUEPORLANDOR97214943090169501(C)(3)$9,482HISTORIC PRESERVATION
OJAI VALLEY MUSEUM
130 W OJAI AVENUEOJAIOR93023952478853501(C)(3)$9,434HISTORIC PRESERVATION
GREATER PORTLAND LANDMARKS
93 HIGH STREETPORTLANDCA04102010276272501(C)(3)$9,037HISTORIC PRESERVATION
DENVER RAIL HERITAGE
PO BOX 216SEVERANCEME80546742511800501(C)(3)$9,000HISTORIC PRESERVATION
FRIENDS OF OXMOOR
200 S FIFTH STREETLOUISVILLECO40202813737766501(C)(3)$8,996HISTORIC PRESERVATION
TABOR OPERA HOUSE
308 HARRISON AVENUELEADVILLEKY80461061714846501(C)(3)$8,750HISTORIC PRESERVATION
MONTANA DEPTARTMENT OF FISH
1420 E 6TH AVENUEHELENACO59620810302402501(C)(3)$8,346HISTORIC PRESERVATION
THE ARCHAEOLOGICAL CONSERVANCY
1717 GIRARD BLVD NEALBUQUERQUEMT87106952403273501(C)(3)$8,000HISTORIC PRESERVATION
UTAH DIVISION OF STATE HISTORY
3760 S HIGHLAND DRSALT LAKE CITYNM84106876000545GOVERNMENT$8,000HISTORIC PRESERVATION
CARNEGIE CENTER OF CORBIN INC
PO B0X 114CORBINUT40702475575198501(C)(3)$7,750HISTORIC PRESERVATION
CENTRAL TERMINAL REST
495 PADEREWSKI DRIVEBUFFALOKY14212161536196501(C)(3)$7,500HISTORIC PRESERVATION
CLEMSON UNIVERSITY
391 COLLEGE AVE STE 302CLEMSONNY29634576000254501(C)(3)$7,500HISTORIC PRESERVATION
COLUMBIA UNIVERSITY
615 W 131ST 3RD FLOORNEW YORKSC10027135598093501(C)(3)$7,500HISTORIC PRESERVATION
FRIENDS OF HARRIET BEECH
2950 GILBERT AVENUECINCINNATINY45206203642161501(C)(3)$7,500HISTORIC PRESERVATION
FRIENDS OF SELLERS HALL
9 PILGRIM LANEDREXEL HILLOH19026270233770501(C)(3)$7,500HISTORIC PRESERVATION
GOUCHER COLLEGE
1021 DULANEY VALLEY RDBALTIMOREPA21204520591613501(C)(3)$7,500HISTORIC PRESERVATION
PRATT INSTITUTE
200 WILLOUGHBY AVENUEBROOKLYNMD11205111630822501(C)(3)$7,500HISTORIC PRESERVATION
STATE OF ARKANSAS
1100 NORTH STREETLITTLE ROCKNY72201710847443Government$7,500HISTORIC PRESERVATION
TALBOT HISTORIC SOCIETY
30 S WASHINGTON STREETEASTONAR21301526044645501(C)(3)$7,500HISTORIC PRESERVATION
UNIVERSITY OF MARYLAND
1109 LEE BUILDINGCOLLEGE PARKMD20742526002033Government$7,500HISTORIC PRESERVATION
PRESERVATION ALLIANCE OF MINNESOTA
75 W 5TH STREET 416ST PAULMD55102411427970501(C)(3)$7,464HISTORIC PRESERVATION
RIVER PIERCE FOUNDATION
PO BOX 249SAN YGNACIOMN78067760281751501(C)(3)$7,300HISTORIC PRESERVATION
HISTORIC BEVERLY PRES
4 COURT STREETBEVERLYTX26253300004839501(C)(3)$7,000HISTORIC PRESERVATION
WOODLAWN CONSERVANCY
4199 WEBSTER AVENUEBRONXWV10470311695037501(C)(3)$7,000HISTORIC PRESERVATION
CITY & BOROUGH OF JUNEAU
155 S SEWARD STREETJUNEAUNY99801920038816GOVERNMENT$6,673HISTORIC PRESERVATION
KOHALA CENTER
PO BOX 437462KAMUELAAK96743990354676501(C)(3)$6,210HISTORIC PRESERVATION
DEMUTH FOUNDATION
120 EAST KING STREETLANCASTERHI17602232176299501(C)(3)$6,186HISTORIC PRESERVATION
APPALACHIAN BARN ALLIANCE
PO BOX 1441MARS HILLPA28754460880358501(C)(3)$6,000HISTORIC PRESERVATION
THE PRIDE OF ATMORE
5415 HIGHWAY 21ATMORENC36502464416506501(C)(3)$6,000HISTORIC PRESERVATION
GENOA US INDIAN SCHOOL
PO BOX 382GENOAAL68640470739293501(C)(3)$5,523HISTORIC PRESERVATION
PRESERVE ARKANSAS
201 W FOURTH STNORTH LITTLE ROCKNE72114710569359501(C)(3)$5,500HISTORIC PRESERVATION
OATLANDS INC
20850 OATLANDS PLATATNLEESBURGAR20175541118635501(C)(3)$5,433HISTORIC PRESERVATION
KASHIA BAND OF POMO INDIANS
1420 GUERNEVILLE ROADSANTA ROSAVA95403942193845501(C)(3)$5,357HISTORIC PRESERVATION
PAULI MURRAY CENTER
PO BOX 541DURHAMCA27702454926223501(C)(3)$5,249HISTORIC PRESERVATION
FieldValueIRS element (for citing)
Total501c3 Org216Total501c3OrgCnt
Total Other Org21TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeBACKING HISTORIC SMALL RESTAURANTSGrantTypeTxt
Recipient4RecipientCnt
Cash Grant$160,000CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANT 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

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp 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

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J, PART I, LINE 1AFormAndLineReferenceDesc
ExplanationIn 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

FieldValueIRS element (for citing)
Total Balance Due$0TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Susan Chapman Hughes
See Part V$110,111Consulting servicesfalse
Jay Clemens
See Part V$18,954Salaryfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule 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 CEOExplanationTxt

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution17ContributionCnt
Noncash Contributions Rpt F990$809,044NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE TRUST REPORTS THE NUMBER OF ITEMS IN PART I, COLUMN (B).ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
NATIONAL TRUST TOURS LLC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005261983358TRAVELDE$1,356,173$916,876NTCIC
NATIONAL TRUST INVESTMENT MGMNT LLC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005811853785COMMUNITY INVDE$0$683NTCIC
NATIONAL TRUST EQUITY LLC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005818121733COMMUNITY INVDE$0$2,821,379NTCIC
NT HISTORIC REAL ESTATE EQUITY FUND LLC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005811911360COMMUNITY INVDE$0$2,821,257NTCIC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL MAIN STREET CENTER INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 14TH ST NW SUITE 500AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
EIN461405965EIN
Primary ActivitiesHIST. PRESERVPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 10PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NTHPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
NATIONAL TRUST INSURANCE SERVICES LLC
24 COMMERCE STREETBALTIMOREMD21202200590526INSURANCE AGENCYMDNTCICUNRELATED$878,449$104,926falseYes (true)0.99000
COOPER-MOLERA PRESERVATION LLC
1121 WHITE ROCK RD 200EL DORADO HILLSCA95762814665814HISTORIC SITECANTHPRELATED$670,865$8,293,452falsefalse0.98000
NT HISTORIC REAL ESTATE DEBT FUND LLC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005811911756COMMUNITY INVDENTHPUNRELATED$0$0falseYes (true)0.99990

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
NATIONAL TRUST COMMUNITY INVESTMENT CORP
1155 15TH STREET NW STE 300WASHINGTONDC20005522267085COMMUNITY INVDENTHPC CORP$6,138,741$20,122,2241.00000Yes (true)
NT SOLAR INC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005471272855COMMUNITY INVDENTCICC CORP$4,798,649-$73,3641.00000Yes (true)
GREENROCK CORPORATION
200 LAKE ROADTARRYTOWNNY10591131929826MAINTENANCENYNTHPC CORP$4,844,444$2,783,8811.00000Yes (true)
CHARITABLE REMAINDER UNITRUSTS FOR NTHP
600 14TH STREET NW SUITE 500WASHINGTONDC20005530210807CHARITABLE TRDCNATRUST$0$0false
PERMANENT UNITRUST
600 14TH STREET NW SUITE 500WASHINGTONDC20005530210807CHARITABLE TRDCNATRUST$0$0false
NT INITIAL INVESTOR INC
1155 15TH STREET NW STE 300WASHINGTONDC20005273271845COMMUNITY INVDENTCICC CORP$0$01.00000Yes (true)
NTCIC LIHTC MANAGER INC
1155 15TH STREET NW STE 300WASHINGTONDC20005274965820COMMUNITY INVDENTCICC CORP$0$01.00000Yes (true)
NTCIC HTC INVEST I MANAGER INC
1155 15TH STREET NW STE 300WASHINGTONDC20005821167754COMMUNITY INVDENTCICC CORP$0$01.00000Yes (true)
NTCIC FUND MANAGER I INC
1155 15TH STREET NW STE 300WASHINGTONDC20005823791474COMMUNITY INVDENTCICC CORP$0$89,8141.00000Yes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationYes (true)DivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (21 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
COOPER-MOLERA PRESERVATION LLC
A(i)$101,330BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORP
A(iii$368,324BOOK VALUE
NT SOLAR INC
A(iii$287,919BOOK VALUE
NATIONAL TRUST INSURANCE SERVICES LLC
A(iii$53,241BOOK VALUE
COOPER-MOLERA PRESERVATION LLC
D$5,083,915BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORP
F$4,615,000BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORP
L$30,000BOOK VALUE
COOPER-MOLERA PRESERVATION LLC
L$34,032BOOK VALUE
GREENROCK CORPORATION
L$40,500BOOK VALUE
NATIONAL MAIN STREET CENTER INC
M$900BOOK VALUE
NATIONAL MAIN STREET CENTER INC
N$48,353BOOK VALUE
COOPER-MOLERA PRESERVATION LLC
N-$24,000BOOK VALUE
GREENROCK CORPORATION
N$6,860BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORP
O$64,993BOOK VALUE
NATIONAL MAIN STREET CENTER INC
O$131,199BOOK VALUE
GREENROCK CORPORATION
Q$183,334BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORP
Q$224,417BOOK VALUE
NATIONAL MAIN STREET CENTER INC
Q$8,325,628BOOK VALUE
GREENROCK CORPORATION
S$205,834BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORP
S$1,079,509BOOK VALUE
NATIONAL MAIN STREET CENTER INC
S$8,604,065BOOK VALUE

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE 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 20005ExplanationTxt

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