2023-02-10T09:43:01-06:00 2022-03-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2021-04-01 541426643 American Battlefield Trust AMER 2023671861 1156 15th Street NW 900 Washington DC 20005 Stephen D Wyngarden CAO 2023671861 2023-02-10 1 Stephen Wyngarden 999009999 Yong Zhang CPA P01249785 7038930300 2023-02-10 0 AAL1 IAL1 2021 2023-03-07 01:45:13Z Civil War Trust David Duncan 1156 15th Street NW 900 Washington DC 20005 34023969 0 X www.battlefields.org X 1987 VA The American Battlefield Trust preserves America's hallowed battlegrounds and educates the public about what happened there and why it matters. to facilitate awareness, appreciation and protection of the historical, cultural and environmental heritage of the united states through protection of battlefields, including but not limited to those related to the civil war and other wars and military conflicts in American history, with the ultimate intention of ensuring their perpetual preservation. 30 29 68 30 0 0 34533695 32803105 0 0 -349810 -2923239 65169 830455 34249054 30710321 1632963 2434176 0 0 5149443 5292552 8312 263907 1885204 7029957 8322371 13820675 16313006 20428379 14397315 188857362 203528693 8232866 8621653 180624496 194907040 X The American Battlefield Trust preserves America's hallowed battlegrounds and educates the public about what happened there and why it matters. To facilitate awareness, appreciation, and protection of the historical, cultural and environmental heritage of the United States through protection of battlefields, including but not limited to those related to the Civil War and other wars and military conflicts in American history, with the ultimate intention of ensuring their perpetual preservation. The purpose of the American Battlefield Trust is to inspire appreciation of America, its history, and its promise of liberty through an understanding of the wars fought on its soil, and of the sacrifices of earlier generations of Americans. 0 0 5592599 2354975 Land Preservation:Through acquisitions and grants, the American Battlefield Trust completed 30 individual transactions, protecting a total of 1,277.2 acres at 26 battlefields in 8 states during the fiscal year. This includes Belmont, KY; Mansfield, LA; Port Hudson, LA; Champion Hill, MS; Corinth, MS; Bentonville, NC; Guilford Courthouse, NC; Gettysburg, PA; Hobkirk Hill, SC; Chattanooga, TN; Davis Bridge, TN; Franklin, TN; Parker's Cross Roads, TN: Bristoe Station, VA; Cedar Creek, VA; Cold Harbor, VA; Great Bridge, VA; Manassas, VA; Sailor's Creek, VA; Second Deep Bottom, VA; Second Winchester, VA; Spotsylvania Court House, VA; Trevilian Station, VA; Upperville, VA; Ware Bottom Church, VA; and Williamsburg, VA. 3438609 Membership:The American Battlefield Trust is a membership-based organization with approximately 45,000 active members from all 50 states, and more than a dozen territories and other nations. Each quarter, every member receives our 48-page magazine, Hallowed Ground, as a free educational membership benefit. The magazine highlights how their direct support helps preserve endangered Civil War and Revolutionary War battlefield land, advances the cause of education about this key period in our Nation's history, and educates them directly on historical elements of importance about the Nation's first 100 years, and land preservation. The Trust depends upon its members and supporters to help fulfill its battlefield preservation and education missions every year through their dues payments, as well as additional charitable gifts. The Trust also has a major donor society, as a subset of its overall membership, called the Color Bearers, comprised of those members who make dues payments of $1,000 or more annually. Total membership in this group was approximately 1,500 members at the end of the fiscal year. The Trust also recognizes those nearly 1,500 members who have also made a planned gift to preservation in a special group called the Honor Guard. Further, the Trust enjoys the support of more than 409,000 followers on Facebook, 186,000 on YouTube, 45,500 on Twitter, 35,000 on Instagram, and 4,900 on LinkedIn, opening new pools of potential future supporters. 2628595 65390 Education:This fiscal year, the Education Department hosted its 20th Annual National Teacher Institute and, due to the pandemic, it was hosted on-line. More than 580 educators from 35 states participated in this 3-day professional development experience, offered free of charge. The Education Department expanded its many video offerings with more than 200 new videos including a first of its kind Battlefield Driving Tour, a series of animated short history videos for students, new animated maps and more. Our Field Trip Fund and Traveling Trunk Programs were suspended when the pandemic hit but we have worked on virtual field trips instead. Department staff also produced more than 250 new web articles and worked on new curricula, augmented and virtual reality programs, and more. 1630760 13811 782986 Other programs 1630760 13811 782986 13290563 1 1 0 1 0 0 1 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 1 X 126 0 1 68 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WV WI GA X X Edgar Lugo 2023671861 1156 15th Street NW 900 Washington DC 20005 Robert C Daum Chair 5.00 0.00 X X 0 0 0 Mary Abroe Vice Chair 5.00 0.00 X X 0 0 0 Travis K Anderson Treasurer 5.00 0.00 X X 0 0 0 William Vodra Secretary 5.00 1.00 X 0 0 0 O James Lighthizer President Emeritus 2.00 1.00 X 0 0 0 Don Barrett Trustee 1.00 0.00 X 0 0 0 John T Beaty Jr Trustee 1.00 0.00 X 0 0 0 John BT Campbell III Trustee 1.00 0.00 X 0 0 0 John Culberson Trustee 1.00 0.00 X 0 0 0 Vince Dooley Trustee 1.00 0.00 X 0 0 0 James L Elrod Jr Trustee 1.00 0.00 X 0 0 0 Richard G Etzkorn Trustee 1.00 0.00 X 0 0 0 Thomas P Hand Trustee 1.00 0.00 X 0 0 0 Van D Hipp Jr Trustee 1.00 0.00 X 0 0 0 William J Hupp Trustee 1.00 0.00 X 0 0 0 Kate Kelly Trustee 1.00 0.00 X 0 0 0 Thomas H Lauer Chairman Emeritus 1.00 0.00 X 0 0 0 Jeffrey P McClanathan Trustee 1.00 0.00 X 0 0 0 Noah B Mehrkam Trustee 1.00 0.00 X 0 0 0 Lt Gen Richard P Mills Trustee 1.00 0.00 X 0 0 0 John L Nau III Trustee 1.00 0.00 X 0 0 0 Stephan F Newhouse Trustee 1.00 0.00 X 0 0 0 Marshal A Oldman Trustee 1.00 0.00 X 0 0 0 J Dennis Sexton Trustee 1.00 0.00 X 0 0 0 Barbara L Stewart started 0921 Trustee 1.00 0.00 X 0 0 0 Madhu Tadikonda Trustee 1.00 0.00 X 0 0 0 Charles E Trefzger Trustee 1.00 0.00 X 0 0 0 Mr Robert Uhler Trustee 1.00 0.00 X 0 0 0 Christopher C Welton Trustee 1.00 0.00 X 0 0 0 Susan Whitaker Trustee 1.00 0.00 X 0 0 0 David N Duncan President 50.00 1.00 X X 314203 0 35191 Stephen D Wyngarden CAO 40.00 0.00 X 131116 0 25785 Ruth Hudspeth ending 0321 CFO 40.00 0.00 X 120420 0 17412 Edgar Lugo starting 0321 CFO 40.00 0.00 X 129472 0 8310 Thomas M Gilmore Chief Real Estate Officer 40.00 0.00 X 229100 0 26507 James J Campi Chief Policy & Communications Officer 40.00 0.00 X 219175 0 25198 Garry E Adelman Chief Historian 40.00 0.00 X 171927 0 23103 Lawrence Swiader Chief Digital Officer 40.00 0.00 X 168057 0 10793 Alice D Mullis Director of Development 40.00 0.00 X 125036 0 20298 1608506 0 192597 12 0 1 0 Newport One Inc 21 Railroad Avenue Duxbury MA 02332 Printing & Reproduction 1155389 South Carolina Battleground Preservation POBox 80668 Charleston SC 29416 Consulting 420922 Mercury Public Affairs 1285 Avenue of the Americas New York NY 10019 Strategic Consulting 179839 Makematic Limited 13 Pump Street DerryLondonderry EI Web Consulting/Marketing videos, stills 113665 4 44443 3660771 9292986 19804905 2653658 32803105 7728 7728 73316 73316 307207 376086 -68879 -68879 -68879 3483 0 2934450 3483 -2934450 -2930967 -2930967 46144 3112 43032 43032 Other Income 900099 782986 782986 782986 30710321 826018 0 -2918802 2434176 2434176 781281 548573 112494 120214 3510183 2464660 505419 540104 167857 117860 24169 25828 510821 358671 73551 78599 322410 226379 46423 49608 84375 71254 1448 11673 66155 66155 224830 224830 263907 263907 1403969 1383557 20412 234106 212402 105 21599 1978688 1382113 169979 426596 1023278 852831 44725 125722 922585 794347 38709 89529 313416 262852 7139 43425 171569 142981 1551 27037 166972 166972 617616 585792 15912 15912 29396 25806 1795 1795 Membership Fulfillment 211801 211454 347 Direct Mail Processing 174922 161851 13071 Hallowed Ground 162722 162722 Battlefield Interpretat 115010 115010 420961 383470 7253 30238 16313006 13290563 1137239 1885204 528876 791787 12851741 14478925 223361 74098 110212 106703 922257 301970 190047973 3387531 173179429 186660442 1041486 1114768 188857362 203528693 605072 1127770 97462 98860 2046378 1200000 4176051 5035586 1307903 1159437 8232866 8621653 X 4575048 12903408 176049448 182003632 180624496 194907040 188857362 203528693 14397315 -114771 0 X 0 0 0 X 37992722 33453492 36294263 34533695 32803105 175077277 37992722 33453492 36294263 34533695 32803105 175077277 21898440 153178837 316599 389046 420647 345371 388251 1859914 42388 64437 173521 38457 782986 1101789 178038980 914857 0.86040 0.86230 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Income - 2017 Amount: $ 42,388. 2018 Amount: $ 64,437. 2019 Amount: $ 14,977. 2020 Amount: $ 38,457. 2021 Amount: $ 782,986. Reimbursement - 2019 Amount: $ 158,544. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 224830 224830 16088176 16313006 965650 241413 0 0 1000000 1000000 841352 965650 3807002 5710503 281651 227240 218521 224830 952242 250000 250000 210338 241413 951751 1427627 1018 1206 1222 3446 X X X X 16 921.45 0 16 0 2 1 300.00 14717 1 174666597 174666597 13256179 2263818 10992361 861907 304448 557459 1263290 819265 444025 186660442 Deferred comp payable 774796 Deferred rent 383941 security deposit 700 1159437 Part II, Line 5: Any violations will be communicated in writing to the landowner, providing a period of time to remedy any violations. If any violations have not been corrected, or a resolution negotiated, legal action will be taken. Part II, Line 9: Conservation easements are recorded as an asset on the balance sheet. The Organization has a written document regarding the periodic monitoring inspection, violations, and enforcement of the conservation easements it holds. X X X X X X 1 Newport One 21 Railroad Ave Duxbury MA 02332 Direct marketing 0 7595878 162000 7433878 Public Interest Communiciations 770 Leesburg Pike Ste 41 Falls Church VA 22044 Telecommunications 0 2199 2894 -695 Winkler Group Consulting 1036 eWall St Mt Pleasant SC 29464 Capital campaign support 0 0 99013 -99013 7598077 263907 7334170 DC AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI 1 Reflection Riding Arboretum & Nature Center 400 Garden Road Chattanooga TN 37419 581311080 501(C)(3) 1892964 0 Conservation Easement preserving 304-acre Reflection Riding Tract Shenandoah Valley Battlefields Foundation PO Box 897 9386 S Congress St New Market VA 22844 542007460 501(C)(3) 80000 0 Acquisition of 153-acre McCann Tract at 2nd Winchester US Dept of Interior NPS 1849 C Street NW Washington DC 20240 530197094 Govt 63140 0 Gettysburg National Military Park long range interpretive plan US Dept of Interior NPS 1849 C Street NW Washington DC 20240 530197094 Govt 5500 0 Guilford Court House National Military Park appraisal Rimmer Tract American Veterans Archaeological Recovery 2222 W Grand River Ave Okemos MI 48864 811216427 501(C)(3) 10000 0 Archaeology Chesterfield County 9901 Lori Road Chesterfield VA 23832 546001208 Govt 50000 0 Acquisition of 51-acre Wells Tract at Ware Bottom Church Commonwealth of VA DHR 2801 Kensington Avenue Richmond VA 23221 540805908 Govt 6977 0 KOCOA Report for 539-acre Stock Tract at Brandy Station South Carolina Battleground Pres Trust PO Box 80668 Charleston SC 29416 571004102 501(C)(3) 151195 0 Acquisition of 1.72-acre Condor Tract at Hobkirk Hill battlefield US Dept of Interior NPS 1849 C Street NW Washington DC 20240 530197094 Govt 26740 0 Acquisition of Rimmer Tract at Guilford Court House by NPS Commonwealth of VA DHR 2801 Kensington Avenue Richmond VA 23221 540805908 Govt 10000 0 Easement Fees Rollins Tract at Bristoe Station Commonwealth of VA DHR 2801 Kensington Avenue Richmond VA 23221 540805908 Govt 5442 0 Easement Fees Palace Lane Tract at Great Bridge Kirkby Farm LLC PO Box 33 Upperville VA 20185 854399078 22707 0 Conservation Easement preserving 190-acre Tract at Upperville battlefield Friends of Franklin Park Inc PO Box 549 Franklin TN 37065 810993195 501(C)(3) 25000 0 Acquisition of Reed Tract at Franklin battlefield South Carolina Battleground Pres Trust PO Box 80668 Charleston SC 29416 571004102 501(C)(3) 9000 0 Appraisals of Hobkirk Hill Tracts - Noskwith and PCF North American Land Trust 100 Hickory Hill Road Chadds Ford PA 19317 232698266 501(C)(3) 25000 0 Acquisition of Baldino Tract at Brandywine Battlefield 15 1 Part I, Line 2: Most of the grants issued are reimbursement grants to aid in acquiring land or conservation easements. The grant is not issued until the land or easement has been acquired or at the time of settlement. These types of grants do not need monitoring. X X 0 0 0 0 0 0 0 0 0 David N Duncan President 313773 0 0 0 430 0 18211 0 16980 0 349394 0 0 0 Thomas M Gilmore Chief Real Estate Officer 228440 0 0 0 660 0 13706 0 12801 0 255607 0 0 0 James J Campi Chief Policy & Communications Office 218821 0 0 0 354 0 12397 0 12801 0 244373 0 0 0 Garry E Adelman Chief Historian 171697 0 0 0 230 0 10302 0 12801 0 195030 0 0 0 Lawrence Swiader Chief Digital Officer 167627 0 0 0 430 0 8432 0 2361 0 178850 0 0 0 Stephen D Wyngarden CAO 131066 0 0 0 50 0 6508 0 19277 0 156901 0 0 0 A Economic Development Auth Spotsylvania City VA 541237426 2010-04-07 5400000 Refund a prior issue dated 5/22/07 0 0 0 A 3900000 5400000 5400000 2010 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 1 1 Truist Bank 10.000000000000 0 0 0 0 1 A 1 X 19 2051 Donor appraisal X 35 1651357 FMV X 8 1000000 Land Appraisals X Other 1 250 FMV 0 1 0 Part I, Column (b): The amount represents number of contributions. Form 990, Part IV, Line 12b: The organization's consolidated independent audit was delayed due to Covid and is expected to be completed by May 31, 2023. Form 990, Part VI, Section A, line 1a There is an Executive Committee composed of the Chairmen of the Committees, Chairman & Vice-Chairman of the Board. They have the authority to approve land transactions. Form 990, Part VI, Section B, line 11b Audit Committee Members, Chairman of the ABT Board, President, COO, CFO and Key Employees review the 990 initially. If any corrections need to be made, the auditing firm is notified. After the corrections, the 990 is then distributed to the whole Board of Trustees before the 990 is filed either in paper or electronic form. Form 990, Part VI, Section B, line 12c Whenever a Trustee has a potential direct or indirect personal interest in a proposed transaction of the corporation, he shall disclose the material facts of the transaction, the nature of his potential interest in the transaction, any other relevant information regarding the transaction to the Board of Trustees. Thereafter, the Trustee shall not be permitted to participate in the final board deliberation regarding such transaction, and shall not be permitted to vote on such transaction. The Board of Trustees review the conflict of interest policy on a yearly basis. Form 990, Part VI, Section B, line 15 American Battlefield Trust will pay salaries that are competitive with those paid for comparable positions in other Non-Profit Organizations. Each employee's salary is reviewed annually. Salary adjustments, if any will be discussed at this time as well. Salary adjustments will be prepared and recommendations will be made at the time the budget is presented to the Board. If approved, they will become effective at the President's discretion. The President's compensation is determined by the Board Chair and Vice-Chair and reviewed by the Executive Committee. Form 990, Part VI, Section C, line 19 Copies of the governing documents, conflict of interest policy, and financial statements will be provided upon request to the public. Our audited financials and Form 990 are on the American Battlefield Trust website. Americans for Battlefield Preservation 1156 15th St NW Suite 900 Washington DC 20005 043843239 Part VII DC 501(c)(4) American Battlefield Trust 1 Endangered Battlefield Defense Fund 1156 15th St NW Suite 900 Washington DC 20005 271035136 To carry out the purposes of the American Battlefield Trust VA 501(c)(3) Line 12a, I American Battlefield Trust 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 FORM 990, SCHEDULE R, PART II, LINE B The mission of Americans for Battlefield Preservation (AFBP) is to promote awareness of the plight of our nation's remaining hallowed battlegrounds. It is a strictly non-partisan organization that seeks to build support for battlefield preservation among all lawmakers on all levels of government. The organization's primary focus is to encourage lawmakers on the federal, state and local levels to allocate public funds for battlefield preservation. In addition, AFBP supports local officials for public office in a very limited number of targeted communities, plus trains local people about how to successfully conduct community grassroots organizing, fundraising, and effective use of media.