AMERICAN BATTLEFIELD TR: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN BATTLEFIELD TR (EIN 54-1426643)
- Tax period
- 2021-04-01 to 2022-03-31
- Filed
- 2023-07-17
- IRS object ID
- 202331989349301018
- Schema version
- 2021v4.2
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-17T09:24:26-05:00 | ReturnTs |
| Tax Period End | 2022-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582676261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 Boone Boulevard Suite 600 | AddressLine1Txt |
| City | Vienna | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541426643 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Battlefield Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2023671861 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1156 15th Street NW 900 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark Borcherding | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2023671861 | PhoneNum |
| Signature | 2023-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mark | PersonFirstNm |
| Person Last | Borcherding | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Yong Zhang CPA | PreparerPersonNm |
| PTIN | P01249785 | PTIN |
| Phone | 7038930300 | PhoneNum |
| Preparation | 2023-07-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Civil War Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | David Duncan | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1156 15th Street NW 900 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,772,201 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.battlefields.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | 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. The American Battlefield Trust tells our extraordinary national story through the conflicts of the first century of the United States. We present this history as accurately and completely as possible, with special emphasis on soldiers engaged on the battlefield. Our vision is that a better understanding of these notable conflicts will inspire all Americans to appreciate more fully their history, on the ground where it actually happened, and why it matters today. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 68 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $34,533,695 | PYContributionsGrantsAmt |
| CY Contributions Grants | $32,554,823 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$349,810 | PYInvestmentIncomeAmt |
| CY Investment Income | -$2,357,158 | CYInvestmentIncomeAmt |
| PY Other Revenue | $65,169 | PYOtherRevenueAmt |
| CY Other Revenue | $830,452 | CYOtherRevenueAmt |
| PY Total Revenue | $34,249,054 | PYTotalRevenueAmt |
| CY Total Revenue | $31,028,117 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,632,963 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,446,218 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,149,443 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,375,252 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $8,312 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $263,907 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,910,115 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,029,957 | PYOtherExpensesAmt |
| CY Other Expenses | $8,742,586 | CYOtherExpensesAmt |
| PY Total Expenses | $13,820,675 | PYTotalExpensesAmt |
| CY Total Expenses | $16,827,963 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $20,428,379 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,200,154 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $188,857,362 | TotalAssetsBOYAmt |
| Total Assets EOY | $202,192,829 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,232,866 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,527,068 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $180,624,496 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $194,665,761 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. The American Battlefield Trust tells our extraordinary national story through the conflicts of the first century of the United States. We present this history as accurately and completely as possible, with special emphasis on soldiers engaged on the battlefield. Our vision is that a better understanding of these notable conflicts will inspire all Americans to appreciate more fully their history, on the ground where it actually happened, and why it matters today. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,347,836 | ExpenseAmt |
| Grant | $2,434,468 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,439,046 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,982,406 | ExpenseAmt |
| Grant | $11,750 | GrantAmt |
| Revenue | $826,015 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $13,769,288 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 126 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 68 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mark Borcherding CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023671861 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1156 15th Street NW 900 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Robert C Daum | ||||||||
| Chair | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mary Abroe | ||||||||
| Vice Chair | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Travis K Anderson | ||||||||
| Treasurer | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| William Vodra | ||||||||
| Secretary | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| O James Lighthizer | ||||||||
| Trustee | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Don Barrett | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| John T Beaty Jr | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| John BT Campbell III | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| John Culberson | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Vince Dooley | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| James L Elrod Jr | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard G Etzkorn | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas P Hand | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Van D Hipp Jr | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| William J Hupp | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kate Kelly | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas H Lauer | ||||||||
| Chair Emeritus | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jeffrey P McClanathan | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Noah B Mehrkam | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lt Gen Richard P Mills | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| John L Nau III | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Stephan F Newhouse | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Marshal A Oldman | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| J Dennis Sexton | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Barbara L Stewart | ||||||||
| Trustee (started 09/21) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Madhu Tadikonda | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Charles E Trefzger | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Robert Uhler | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Christopher C Welton | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Susan Whitaker | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| David N Duncan | ||||||||
| President | 50.00 | 1.00 | Yes (X) | Yes (X) | $314,203 | $0 | $35,191 | |
| Stephen D Wyngarden | ||||||||
| CAO | 40.00 | 0.00 | Yes (X) | $131,116 | $0 | $25,785 | ||
| Ruth Hudspeth ending 0321 | ||||||||
| CFO | 40.00 | 0.00 | Yes (X) | $120,420 | $0 | $17,412 | ||
| Edgar Lugo starting 0321 | ||||||||
| CFO | 40.00 | 0.00 | Yes (X) | $129,472 | $0 | $8,310 | ||
| Thomas M Gilmore | ||||||||
| Chief Real Estate Officer | 40.00 | 0.00 | $229,100 | $0 | $26,507 | Yes (X) | ||
| James J Campi | ||||||||
| Chief Policy & Communications Officer | 40.00 | 0.00 | $219,175 | $0 | $25,198 | Yes (X) | ||
| Garry E Adelman | ||||||||
| Chief Historian | 40.00 | 0.00 | $171,927 | $0 | $23,103 | Yes (X) | ||
| Lawrence Swiader | ||||||||
| Chief Digital Officer | 40.00 | 0.00 | $168,057 | $0 | $10,793 | Yes (X) | ||
| Alice D Mullis | ||||||||
| Director of Development | 40.00 | 0.00 | $125,036 | $0 | $20,298 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,608,506 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $192,597 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| Newport One Inc | ||||||||
| 21 Railroad Avenue | Duxbury | MA | 02332 | Printing & Reproduction | $1,155,389 | |||
| South Carolina Battleground Preservation | ||||||||
| POBox 80668 | Charleston | SC | 29416 | Consulting | $420,922 | |||
| Mercury Public Affairs | ||||||||
| 1285 Avenue of the Americas | New York | NY | 10019 | Strategic Consulting | $179,839 | |||
| Makematic Limited | ||||||||
| Web Consulting/Marketing videos, stills | $113,665 | 13 Pump Street | Derry | EI | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $44,443 | FederatedCampaignsAmt |
| Membership Dues | $3,703,252 | MembershipDuesAmt |
| Government Grants | $9,050,820 | GovernmentGrantsAmt |
| All Other Contributions | $19,756,308 | AllOtherContributionsAmt |
| Noncash Contributions | $2,603,658 | NoncashContributionsAmt |
| Total Contributions | $32,554,823 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,728 | TotalRevenueColumnAmt |
| Exclusion | $7,728 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,316 | TotalRevenueColumnAmt |
| Exclusion | $73,316 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $307,207 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $376,086 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$68,879 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$68,879 | TotalRevenueColumnAmt |
| Exclusion | -$68,879 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,364,886 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$2,364,886 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,364,886 | TotalRevenueColumnAmt |
| Exclusion | -$2,364,886 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $46,144 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,112 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,032 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,032 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $782,983 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $782,983 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $782,983 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,028,117 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $826,015 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$2,352,721 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,446,218 | TotalAmt |
| Program Services | $2,446,218 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $781,280 | TotalAmt |
| Program Services | $549,983 | ProgramServicesAmt |
| Management And General | $111,474 | ManagementAndGeneralAmt |
| Fundraising | $119,823 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,553,534 | TotalAmt |
| Program Services | $2,501,516 | ProgramServicesAmt |
| Management And General | $507,022 | ManagementAndGeneralAmt |
| Fundraising | $544,996 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,857 | TotalAmt |
| Program Services | $118,163 | ProgramServicesAmt |
| Management And General | $23,950 | ManagementAndGeneralAmt |
| Fundraising | $25,744 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550,171 | TotalAmt |
| Program Services | $387,294 | ProgramServicesAmt |
| Management And General | $78,499 | ManagementAndGeneralAmt |
| Fundraising | $84,378 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,410 | TotalAmt |
| Program Services | $226,961 | ProgramServicesAmt |
| Management And General | $46,002 | ManagementAndGeneralAmt |
| Fundraising | $49,447 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,455 | TotalAmt |
| Program Services | $61,712 | ProgramServicesAmt |
| Management And General | $20,743 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,155 | TotalAmt |
| Management And General | $66,155 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,830 | TotalAmt |
| Program Services | $224,830 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,907 | TotalAmt |
| Fundraising | $263,907 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,136,258 | TotalAmt |
| Program Services | $2,039,971 | ProgramServicesAmt |
| Fundraising | $96,287 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,063 | TotalAmt |
| Program Services | $248,201 | ProgramServicesAmt |
| Management And General | $105 | ManagementAndGeneralAmt |
| Fundraising | $27,757 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,160,887 | TotalAmt |
| Program Services | $1,534,391 | ProgramServicesAmt |
| Management And General | $151,142 | ManagementAndGeneralAmt |
| Fundraising | $475,354 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,820 | TotalAmt |
| Program Services | $22,523 | ProgramServicesAmt |
| Management And General | $1,391 | ManagementAndGeneralAmt |
| Fundraising | $906 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,446 | TotalAmt |
| Program Services | $393,933 | ProgramServicesAmt |
| Management And General | $30,778 | ManagementAndGeneralAmt |
| Fundraising | $65,735 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,140 | TotalAmt |
| Program Services | $281,825 | ProgramServicesAmt |
| Management And General | $7,139 | ManagementAndGeneralAmt |
| Fundraising | $44,176 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,183 | TotalAmt |
| Program Services | $127,017 | ProgramServicesAmt |
| Management And General | $47,046 | ManagementAndGeneralAmt |
| Fundraising | $120 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,972 | TotalAmt |
| Program Services | $166,972 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $638,743 | TotalAmt |
| Program Services | $605,653 | ProgramServicesAmt |
| Management And General | $16,545 | ManagementAndGeneralAmt |
| Fundraising | $16,545 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,321 | TotalAmt |
| Program Services | $124,301 | ProgramServicesAmt |
| Management And General | $8,510 | ManagementAndGeneralAmt |
| Fundraising | $8,510 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Membership Fulfillment | $497,132 | $401,714 | $32,059 | $63,359 |
| Land Maintenance | $453,341 | $443,341 | $10,000 | |
| Donated Land | $258,816 | $258,816 | ||
| Direct Mail Processing | $179,372 | $166,301 | $13,071 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,652 | TotalAmt |
| Program Services | $437,652 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,827,963 | TotalAmt |
| Program Services | $13,769,288 | ProgramServicesAmt |
| Management And General | $1,148,560 | ManagementAndGeneralAmt |
| Fundraising | $1,910,115 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $528,876 | BOYAmt |
| EOY | $2,380,415 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,851,741 | BOYAmt |
| EOY | $12,040,643 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,361 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $225,823 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,212 | BOYAmt |
| EOY | $106,703 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $922,257 | BOYAmt |
| EOY | $247,291 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $188,795,865 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,408,660 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,179,429 | BOYAmt |
| EOY | $185,387,205 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $26,147 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,041,486 | BOYAmt |
| EOY | $1,778,602 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,857,362 | BOYAmt |
| EOY | $202,192,829 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,072 | BOYAmt |
| EOY | $1,319,133 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,462 | BOYAmt |
| EOY | $98,860 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,046,378 | BOYAmt |
| EOY | $553,463 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,176,051 | BOYAmt |
| EOY | $4,519,976 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,307,903 | BOYAmt |
| EOY | $1,035,636 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,232,866 | BOYAmt |
| EOY | $7,527,068 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,575,048 | BOYAmt |
| EOY | $13,929,909 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,049,448 | BOYAmt |
| EOY | $180,735,852 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,624,496 | BOYAmt |
| EOY | $194,665,761 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,857,362 | BOYAmt |
| EOY | $202,192,829 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $14,200,154 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$111,288 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$47,601 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,992,722 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,453,492 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,294,263 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,533,695 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,554,823 | CurrentTaxYearAmt |
| Total | $174,828,995 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,992,722 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,453,492 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,294,263 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,533,695 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,554,823 | CurrentTaxYearAmt |
| Total | $174,828,995 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $21,908,372 | SubstantialContributorsTotAmt |
| Public Support Total170 | $152,920,623 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $316,599 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $389,046 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $420,647 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $345,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $388,251 | CurrentTaxYearAmt |
| Total | $1,859,914 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,388 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,437 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $173,521 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,457 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $782,983 | CurrentTaxYearAmt |
| Total | $1,101,786 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $177,790,695 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $914,857 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86230 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Other Income - 2017 Amount: $ 42,388. 2018 Amount: $ 64,437. 2019 Amount: $ 14,977. 2020 Amount: $ 38,457. 2021 Amount: $ 782,983. Reimbursement - 2019 Amount: $ 158,544. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $801 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $224,830 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $225,631 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,982,331 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,207,962 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $841,352 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,841,352 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,762,028 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $281,651 | CurrentYearMinus3Amt |
| Current Year Minus2 | $227,240 | CurrentYearMinus2Amt |
| Current Year Minus1 | $218,521 | CurrentYearMinus1Amt |
| Current Year | $225,631 | CurrentYearAmt |
| Total | $953,043 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $210,338 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $960,338 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,440,507 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,018 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,206 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,222 | CurrentYearMinus1Amt |
| Current Year | $801 | CurrentYearAmt |
| Total | $4,247 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Total Easements | 16 | TotalEasementsCnt |
| Total Acreage | 921.45 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 16 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 2 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 300.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $14,717 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $173,416,088 | OtherCostOrOtherBasisAmt |
| Book Value | $173,416,088 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,256,179 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,242,175 | DepreciationAmt |
| Book Value | $11,014,004 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $861,907 | OtherCostOrOtherBasisAmt |
| Depreciation | $304,448 | DepreciationAmt |
| Book Value | $557,459 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,261,691 | OtherCostOrOtherBasisAmt |
| Depreciation | $862,037 | DepreciationAmt |
| Book Value | $399,654 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $185,387,205 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred compensation payable | $783,881 |
| Deferred rent | $251,755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,035,636 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II, Line 5: | The Organization has a written document regarding the periodic monitoring inspection, violations, and enforcement of the conservation easements it holds. 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 not negotiated, legal action will be taken. |
| Part II, Line 9: | Conservation easements are recorded as assets. |
| Part X, Line 2: | Management has evaluated the Trust's tax positions and concluded that the Trust's consolidated financial statements do not include any uncertain tax positions. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Newport One | ||||||||
| 21 Railroad Ave | Duxbury | MA | 02332 | Direct marketing | 0 | $7,595,878 | $162,000 | $7,433,878 |
| Public Interest Communiciations | ||||||||
| 770 Leesburg Pike Ste 41 | Falls Church | VA | 22044 | Telecommunications | 0 | $2,199 | $2,894 | -$695 |
| Winkler Group Consulting | ||||||||
| 1036 eWall St | Mt Pleasant | SC | 29464 | Capital campaign support | 0 | $0 | $99,013 | -$99,013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $7,598,077 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $263,907 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $7,334,170 | TotalNetToOrganizationAmt |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Reflection Riding Arboretum & Nature Center | ||||||||
| 400 Garden Road | Chattanooga | TN | 37419 | 581311080 | 501(C)(3) | $1,892,964 | $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) | $80,000 | $0 | Acquisition of 153-acre McCann Tract at 2nd Winchester |
| US Dept of Interior NPS | ||||||||
| 1849 C Street NW | Washington | DC | 20240 | 530197094 | Govt | $63,140 | $0 | Gettysburg National Military Park long range interpretive plan |
| US Dept of Interior NPS | ||||||||
| 1849 C Street NW | Washington | DC | 20240 | 530197094 | Govt | $5,500 | $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) | $10,000 | $0 | Archaeology |
| Chesterfield County | ||||||||
| 9901 Lori Road | Chesterfield | VA | 23832 | 546001208 | Govt | $50,000 | $0 | Acquisition of 51-acre Wells Tract at Ware Bottom Church |
| Commonwealth of VA DHR | ||||||||
| 2801 Kensington Avenue | Richmond | VA | 23221 | 540805908 | Govt | $6,977 | $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) | $151,195 | $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 | $26,740 | $0 | Acquisition of Rimmer Tract at Guilford Court House by NPS |
| Commonwealth of VA DHR | ||||||||
| 2801 Kensington Avenue | Richmond | VA | 23221 | 540805908 | Govt | $10,000 | $0 | Easement Fees Rollins Tract at Bristoe Station |
| Commonwealth of VA DHR | ||||||||
| 2801 Kensington Avenue | Richmond | VA | 23221 | 540805908 | Govt | $5,442 | $0 | Easement Fees Palace Lane Tract at Great Bridge |
| Kirkby Farm LLC | ||||||||
| PO Box 33 | Upperville | VA | 20185 | 854399078 | $22,707 | $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) | $25,000 | $0 | Acquisition of Reed Tract at Franklin battlefield |
| South Carolina Battleground Pres Trust | ||||||||
| PO Box 80668 | Charleston | SC | 29416 | 571004102 | 501(C)(3) | $9,000 | $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) | $25,000 | $0 | Acquisition of Baldino Tract at Brandywine Battlefield |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David N Duncan | ||||||||||||||
| President | $313,773 | $0 | $0 | $0 | $430 | $0 | $18,211 | $0 | $16,980 | $0 | $349,394 | $0 | $0 | $0 |
| Thomas M Gilmore | ||||||||||||||
| Chief Real Estate Officer | $228,440 | $0 | $0 | $0 | $660 | $0 | $13,706 | $0 | $12,801 | $0 | $255,607 | $0 | $0 | $0 |
| James J Campi | ||||||||||||||
| Chief Policy & Communications Office | $218,821 | $0 | $0 | $0 | $354 | $0 | $12,397 | $0 | $12,801 | $0 | $244,373 | $0 | $0 | $0 |
| Garry E Adelman | ||||||||||||||
| Chief Historian | $171,697 | $0 | $0 | $0 | $230 | $0 | $10,302 | $0 | $12,801 | $0 | $195,030 | $0 | $0 | $0 |
| Lawrence Swiader | ||||||||||||||
| Chief Digital Officer | $167,627 | $0 | $0 | $0 | $430 | $0 | $8,432 | $0 | $2,361 | $0 | $178,850 | $0 | $0 | $0 |
| Stephen D Wyngarden | ||||||||||||||
| CAO | $131,066 | $0 | $0 | $0 | $50 | $0 | $6,508 | $0 | $19,277 | $0 | $156,901 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Economic Development Auth Spotsylvania City VA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 541237426 | BondIssuerEIN |
| Bond Issued | 2010-04-07 | BondIssuedDt |
| Issue Price | $5,400,000 | IssuePriceAmt |
| Purpose | Refund a prior issue dated 5/22/07 | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $3,900,000 | RetiredAmt |
| Total Proceeds | $5,400,000 | TotalProceedsAmt |
| Unspent | $5,400,000 | UnspentAmt |
| Substantial Completion | 2010 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Truist Bank | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 10.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,051 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Donor appraisal | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 35 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,651,357 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $950,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Land Appraisals | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Other | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $250 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The amount represents number of contributions. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Box B: Amended Return | 2021 ABT Form 990 was amended to reflect the finalized 2021 (FY 22) Audited Financial Statements. Parts were amended include Parts I, III, VIII, IX, and X which reflect the finalized financial information. |
| Form 990, Part VI, Section A, line 1a | There is an Executive Committee composed of the Chair of the Committees, Chair & Vice-Chair of the Board. They have the authority to approve land transactions. |
| Form 990, Part VI, Section B, line 11b | Audit Committee Members, Chair 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 | The conflict of interest policy is provided in a Trustee Orientation Manual given to new Trustees shortly after they are elected to the Board and they are asked to return a signed acknowledgment of receipt. In addition, Trust staff working with Trustees, landowners, grantors, and other parties involved in a prospective land transaction are required to look for and avoid any conflicts of interest or the appearance of such. That requirement is documented in an internal control procedure, which the Trust's Chief Administrative Officer (CAO) is responsible for administering and has full authority to enforce. The CAO will elevate matters to the Trust President who may also involve the Chair of the Board if needed. Corrective measures may include up to and including termination termination of employment, office, or Board membership. |
| Form 990, Part VI, Section B, line 15 | American Battlefield Trust will use comparability date and 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. |
| Form 990, Part IX, line 11g | Other Professional Services: Program service expenses 2,039,971. Management and general expenses 0. Fundraising expenses 96,287. Total expenses 2,136,258. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| Americans for Battlefield Preservation | ||||||||||
| PO Box 34555 | Washington | DC | 20043 | 043843239 | See Part VII | DC | 501(c)(4) | 0 | ||
| 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) | Yes (1) | Line 12a, I | American Battlefield Trust |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART II, LINE B | FormAndLineReferenceDesc |
| Explanation | The mission of Americans for Battlefield Preservation (AFBP) is to promote awareness of our nation's endangered historic battlegrounds. It is a strictly non-partisan organization that seeks to build support for battlefield preservation among lawmakers on all levels of government. In addition, AFBP supports public funding for battlefield preservation and trains local advocates to successfully conduct community grassroots organizing, fundraising, and media relations. | ExplanationTxt |
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