2023-07-17T09:24:26-05:00 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 Mark Borcherding CFO 2023671861 2023-07-15 1 Mark Borcherding XXX-XX-XXXX Yong Zhang CPA P01249785 7038930300 2023-07-12 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z X Civil War Trust David Duncan 1156 15th Street NW 900 Washington DC 20005 33772201 0 X www.battlefields.org X 1987 VA 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. 31 30 68 30 0 0 34533695 32554823 0 0 -349810 -2357158 65169 830452 34249054 31028117 1632963 2446218 0 0 5149443 5375252 8312 263907 1910115 7029957 8742586 13820675 16827963 20428379 14200154 188857362 202192829 8232866 7527068 180624496 194665761 X 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. 0 0 7347836 2434468 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. 3439046 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. 2982406 11750 826015 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. 13769288 1 1 0 1 0 0 1 0 0 0 1 0 0 0 1 1 0 1 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 1 126 0 1 68 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 30 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 Mark Borcherding CFO 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 X 0 0 0 O James Lighthizer Trustee 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 Chair 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 Trustee (started 09/21) 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 Derry EI Web Consulting/Marketing videos, stills 113665 4 44443 3703252 9050820 19756308 2603658 32554823 7728 7728 73316 73316 307207 376086 -68879 -68879 -68879 2364886 -2364886 -2364886 -2364886 46144 3112 43032 43032 Other Income 900099 782983 782983 782983 31028117 826015 0 -2352721 X 2446218 2446218 781280 549983 111474 119823 3553534 2501516 507022 544996 167857 118163 23950 25744 550171 387294 78499 84378 322410 226961 46002 49447 82455 61712 20743 66155 66155 224830 224830 263907 263907 2136258 2039971 96287 276063 248201 105 27757 2160887 1534391 151142 475354 24820 22523 1391 906 490446 393933 30778 65735 333140 281825 7139 44176 174183 127017 47046 120 166972 166972 638743 605653 16545 16545 141321 124301 8510 8510 Membership Fulfillment 497132 401714 32059 63359 Land Maintenance 453341 443341 10000 Donated Land 258816 258816 Direct Mail Processing 179372 166301 13071 437652 437652 16827963 13769288 1148560 1910115 528876 2380415 12851741 12040643 223361 225823 110212 106703 922257 247291 188795865 3408660 173179429 185387205 26147 1041486 1778602 188857362 202192829 605072 1319133 97462 98860 2046378 553463 4176051 4519976 1307903 1035636 8232866 7527068 X 4575048 13929909 176049448 180735852 180624496 194665761 188857362 202192829 14200154 -111288 -47601 0 X 0 1 X 1 1 1 X 37992722 33453492 36294263 34533695 32554823 174828995 37992722 33453492 36294263 34533695 32554823 174828995 21908372 152920623 316599 389046 420647 345371 388251 1859914 42388 64437 173521 38457 782983 1101786 177790695 914857 0.86010 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: $ 782,983. Reimbursement - 2019 Amount: $ 158,544. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 801 224830 225631 16982331 17207962 1000000 250000 0 0 1000000 1000000 841352 1000000 3841352 5762028 281651 227240 218521 225631 953043 250000 250000 210338 250000 960338 1440507 1018 1206 1222 801 4247 X X X X 16 921.45 0 16 0 2 1 300.00 14717 1 173416088 173416088 13256179 2242175 11014004 861907 304448 557459 1261691 862037 399654 185387205 Deferred compensation payable 783881 Deferred rent 251755 1035636 X 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. 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 950000 Land Appraisals X Other 1 250 FMV 0 1 0 Part I, Column (b): The amount represents number of contributions. 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. 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) 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 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.