FURP.ORG / PUBLIC DATA EXPLORER

NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES (EIN 53-0210807)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-04-29
IRS object ID
202221199349300017
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-04-29T09:08:55-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18401 GREENSBORO DRIVE 800AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN530210807EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1National Trust for Historic PreservationBusinessNameLine1Txt
Business Name Line2In the United StatesBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% DENISE WISEInCareOfNm
Business Name ControlNATIBusinessNameControlTxt
Phone2025886000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 VIRGINIA AVENUE NW Suite 1100AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURA BRACISPersonNm
Person TitleCFOPersonTitleTxt
Phone2025886000PhoneNum
Signature2022-04-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLAURAPersonFirstNm
Person LastBRACISPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMarc BergerPreparerPersonNm
PTINP01871563PTIN
Phone7038930600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPAUL EDMONDSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 VIRGINIA AVENUE NW1100AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$86,595,539GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressSAVINGPLACES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1949FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE O.ActivityOrMissionDesc
Voting Members Governing Body26VotingMembersGoverningBodyCnt
Voting Members Independent26VotingMembersIndependentCnt
Total Employee335TotalEmployeeCnt
Total Volunteers498TotalVolunteersCnt
Total Gross UBI$1,329,682TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$54,853,483PYContributionsGrantsAmt
CY Contributions Grants$45,761,893CYContributionsGrantsAmt
PY Program Service Revenue$3,350,264PYProgramServiceRevenueAmt
CY Program Service Revenue$2,369,864CYProgramServiceRevenueAmt
PY Investment Income$7,894,484PYInvestmentIncomeAmt
CY Investment Income$18,203,143CYInvestmentIncomeAmt
PY Other Revenue$1,811,003PYOtherRevenueAmt
CY Other Revenue$8,869,266CYOtherRevenueAmt
PY Total Revenue$67,909,234PYTotalRevenueAmt
CY Total Revenue$75,204,166CYTotalRevenueAmt
PY Grants And Similar Paid$7,716,112PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$10,077,787CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$19,761,424PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$16,730,228CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$567,314PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$423,444CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,466,616CYTotalFundraisingExpenseAmt
PY Other Expenses$27,645,759PYOtherExpensesAmt
CY Other Expenses$23,523,927CYOtherExpensesAmt
PY Total Expenses$55,690,609PYTotalExpensesAmt
CY Total Expenses$50,755,386CYTotalExpensesAmt
PY Revenues Less Expenses$12,218,625PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$24,448,780CYRevenuesLessExpensesAmt
Total Assets BOY$363,613,414TotalAssetsBOYAmt
Total Assets EOY$455,813,133TotalAssetsEOYAmt
Total Liabilities BOY$39,571,402TotalLiabilitiesBOYAmt
Total Liabilities EOY$43,942,621TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$324,042,012NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$411,870,512NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES PROTECTS SIGNIFICANT PLACES REPRESENTING OUR DIVERSE CULTURAL EXPERIENCES BY TAKING DIRECT ACTION AND INSPIRING BROAD PUBLIC SUPPORT.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$18,690,849ExpenseAmt
Grant$261,058GrantAmt
Revenue$2,316,906RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$15,546,252ExpenseAmt
Grant$9,373,559GrantAmt
Revenue$294,769RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$6,947,993ExpenseAmt
Grant$443,170GrantAmt
Revenue$404,695RevenueAmt
DescSEE SCHEDULE ODesc
FieldValueIRS element (for citing)
Total Program Service Expenses$41,185,094TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document231IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee335EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members26GoverningBodyVotingMembersCnt
Independent Voting Member26IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDENISE WISEPersonNm
Phone2025886000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 VIRGINIA AVENUE NW SUITE 1100AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Paul Edmondson
President & CEO39.01.0Yes (X)$370,298$0$14,762
Katherine Malone-France
Chief Preservation Officer40.00.0$237,340$0$18,151Yes (X)
Thompson Mayes
Chief Legal Ofcr & Secretary40.00.0Yes (X)$221,775$0$20,261
Geoffrey Handy TO 1220
Chief Marketing Officer40.00.0$215,040$0$16,478Yes (X)
Tabitha Almquist
Chief Administrative Officer40.00.0$209,001$0$10,794Yes (X)
Denise Wise
VP of Finance & Controller40.00.0$187,314$0$20,262Yes (X)
Thomas Cassidy
VP - Gov't Relations/Policy40.00.0$185,104$0$17,590Yes (X)
Marianna Knight
VP - Human Resources40.00.0$189,012$0$10,306Yes (X)
Susan Lattanzi
VP of Information Technology40.00.0$172,215$0$15,941Yes (X)
Elizabeth Merritt
Deputy General Counsel40.00.0$172,285$0$15,488Yes (X)
Patricia Woodworth-820
Interim Chief Fin. Officer40.00.0Yes (X)$168,239$0$8,921
Lynn English
Chief Development Officer40.00.0$163,732$0$1,754Yes (X)
Dennis Hockman
Acting Chief Marketing Officer40.00.0$144,403$0$16,497Yes (X)
Ross Bradford
Assistant Corporate Secretary40.00.0Yes (X)$146,170$0$14,103
Anne Nelson
Assistant Corporate Secretary40.00.0Yes (X)$117,793$0$12,498
Laura Bracis FROM 820
Chief Financial Officer40.00.0Yes (X)$74,379$0$1,685
Jay Clemens
Trustee, Chair2.00.0Yes (X)$0$0$0Yes (X)
Martha Nelson
Trustee, Vice-Chair2.00.0Yes (X)$0$0$0Yes (X)
Phoebe Tudor
Trustee, Vice-Chair2.00.0Yes (X)$0$0$0Yes (X)
William Bates
Trustee2.00.0$0$0$0Yes (X)
Christina Lee Brown
Trustee2.00.0$0$0$0Yes (X)
Elizabeth Kirkland Cahill
Trustee2.00.0$0$0$0Yes (X)
Lawrence H Curtis
TRUSTEE2.00.0$0$0$0Yes (X)
Sam Dixon
Trustee2.00.0$0$0$0Yes (X)
Damien Dwin
Trustee2.00.0$0$0$0Yes (X)
Tracy Frist
Trustee2.00.0$0$0$0Yes (X)
Kevin Gover
Trustee2.00.0$0$0$0Yes (X)
Linda Griego
Trustee2.00.0$0$0$0Yes (X)
Luis G Hoyos
Trustee2.00.0$0$0$0Yes (X)
Shelley Hoon Keith
Trustee2.00.0$0$0$0Yes (X)
CH Randolph Lyon
Trustee2.00.0$0$0$0Yes (X)
Lisa See
Trustee2.00.0$0$0$0Yes (X)
Jennifer Skylar
Trustee2.00.0$0$0$0Yes (X)
G Jackson Tankersley
Trustee2.00.0$0$0$0Yes (X)
Robert Joseph Vila
Trustee2.00.0$0$0$0Yes (X)
Tim Whalen
Trustee2.00.0$0$0$0Yes (X)
Kaywin Feldman
Ex Officio Trustee2.00.0$0$0$0Yes (X)
Kji Kelly
Ex Officio Trustee2.00.0$0$0$0Yes (X)
David Scott Parker
Ex Officio Trustee2.00.0$0$0$0Yes (X)
Edward Passarelli
Ex Officio Trustee2.00.0$0$0$0Yes (X)
Joseph E Quinata
Ex Officio Trustee2.00.0$0$0$0Yes (X)
Rob Wallace
Ex Officio Trustee2.00.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,974,100TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$215,491TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K51IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DATAPRISE INC
PO Box 62550BALTIMOREMD212642550IT services$324,315
BDO USA LLP
PO Box 642743PITTSBURGHPA152642743Audit & Tax Services$308,571
EIDOLON COMMUNICATIONS INC
247 Municipal RoadERWINNAPA18920Fundraising Services$288,500
BEACONFIRE RED
2300 Clarendon BoulevardARLINGTONVA22201Digital Marketing$218,089
RUSSELL REYNOLDS ASSOCIATES INC
101 California Street Suite 4200SAN FRANCISCOCA941115829Recruitment Services$211,280
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt
Federated Campaigns$39,947FederatedCampaignsAmt
Fundraising$53,526FundraisingAmt
Government Grants$4,344,513GovernmentGrantsAmt
All Other Contributions$41,323,907AllOtherContributionsAmt
Noncash Contributions$842,213NoncashContributionsAmt
Total Contributions$45,761,893TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
ADMISSION AND SPECIAL EVENTS900099$1,486,668$739,790$746,878
REIMBURSEMENT OF EXPENSES900099$357,448$357,448
CONTRACT SERVICES/COMMISSIONS900099$297,586$297,586
ADVERTISING541800$228,162$228,162
FieldValueIRS element (for citing)
Total Program Service Revenue$2,369,864TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$859,467TotalRevenueColumnAmt
Exclusion$859,467ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,200,540TotalRevenueColumnAmt
Unrelated Business Revenue$197,460UnrelatedBusinessRevenueAmt
Exclusion$1,003,080ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,377,502RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,019,161RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$358,341RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$358,341TotalRevenueColumnAmt
Exclusion$358,341ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$26,465,848SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$9,122,172SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$17,343,676SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,343,676TotalRevenueColumnAmt
Exclusion$17,343,676ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$469,329FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$53,526ContriRptFundraisingEventAmt
Fundraising Direct Expenses$99,699FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$369,630TotalRevenueColumnAmt
Exclusion$369,630ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$438,505GrossSalesOfInventoryAmt
Cost Of Goods Sold$150,341CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$288,164TotalRevenueColumnAmt
Unrelated Business Revenue$157,182UnrelatedBusinessRevenueAmt
Exclusion$130,982ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
EQUITY INTEREST IN SUBSIDIARIES900099$5,123,271$5,123,271
EARNINGS ALLOCATED TO ENDOWMENTS HELD FOR OTHERS900099$1,428,048$1,428,048
INSURANCE PAYMENTS900099$77,385$77,385

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,887TotalRevenueColumnAmt
Exclusion$23,887ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$6,652,591OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$75,204,166TotalRevenueColumnAmt
Related Or Exempt Func Income$1,394,824RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,329,682UnrelatedBusinessRevenueAmt
Exclusion$26,717,767ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$9,868,486TotalAmt
Program Services$9,868,486ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$200,000TotalAmt
Program Services$200,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$9,301TotalAmt
Program Services$9,301ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,238,769TotalAmt
Program Services$1,335,655ProgramServicesAmt
Management And General$1,456,968ManagementAndGeneralAmt
Fundraising$446,146FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$11,304,492TotalAmt
Program Services$7,901,116ProgramServicesAmt
Management And General$1,286,952ManagementAndGeneralAmt
Fundraising$2,116,424FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$231,687TotalAmt
Program Services$171,167ProgramServicesAmt
Management And General$13,364ManagementAndGeneralAmt
Fundraising$47,156FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$852,714TotalAmt
Program Services$551,914ProgramServicesAmt
Management And General$139,206ManagementAndGeneralAmt
Fundraising$161,594FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,102,566TotalAmt
Program Services$701,457ProgramServicesAmt
Management And General$198,145ManagementAndGeneralAmt
Fundraising$202,964FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$29,147TotalAmt
Program Services$7,761ProgramServicesAmt
Management And General$21,386ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$250,156TotalAmt
Management And General$250,156ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$423,444TotalAmt
Fundraising$423,444FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$765,018TotalAmt
Program Services$673,513ProgramServicesAmt
Management And General$91,505ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,116,224TotalAmt
Program Services$1,689,502ProgramServicesAmt
Management And General$327,432ManagementAndGeneralAmt
Fundraising$99,290FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$408,141TotalAmt
Program Services$210,340ProgramServicesAmt
Management And General$178,825ManagementAndGeneralAmt
Fundraising$18,976FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,166,845TotalAmt
Program Services$972,924ProgramServicesAmt
Management And General$68,686ManagementAndGeneralAmt
Fundraising$125,235FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,425,346TotalAmt
Program Services$1,784,612ProgramServicesAmt
Management And General$345,738ManagementAndGeneralAmt
Fundraising$294,996FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$37,401TotalAmt
Program Services$25,987ProgramServicesAmt
Management And General$2,864ManagementAndGeneralAmt
Fundraising$8,550FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$146,134TotalAmt
Program Services$146,134ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$102,532TotalAmt
Program Services$66,045ProgramServicesAmt
Management And General$36,487ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$797,150TotalAmt
Program Services$582,472ProgramServicesAmt
Management And General$143,573ManagementAndGeneralAmt
Fundraising$71,105FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$869,408TotalAmt
Program Services$664,447ProgramServicesAmt
Management And General$204,961ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
REAL ESTATE$9,676,967$9,676,967
PRINTING$1,421,810$1,176,065$7,551$238,194
POSTAGE$1,292,402$1,112,986$10,669$168,747
PROPERTY DEVELOPMENT$534,235$534,235

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,485,011TotalAmt
Program Services$1,122,008ProgramServicesAmt
Management And General$319,208ManagementAndGeneralAmt
Fundraising$43,795FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$50,755,386TotalAmt
Program Services$41,185,094ProgramServicesAmt
Management And General$5,103,676ManagementAndGeneralAmt
Fundraising$4,466,616FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$16,958,270BOYAmt
EOY$19,348,068EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$23,422,438BOYAmt
EOY$11,714,704EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,923,148BOYAmt
EOY$1,727,120EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$471,596BOYAmt
EOY$448,701EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$522,648BOYAmt
EOY$594,499EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$14,576,286LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,804,344LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,479,277BOYAmt
EOY$7,771,942EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$44,278,223BOYAmt
EOY$62,765,662EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$266,006,438BOYAmt
EOY$350,851,190EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$551,376BOYAmt
EOY$591,247EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$363,613,414BOYAmt
EOY$455,813,133EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$8,422,484BOYAmt
EOY$9,120,920EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$8,424,462BOYAmt
EOY$6,951,012EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,311,540BOYAmt
EOY$1,279,701EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,750,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$21,412,916BOYAmt
EOY$24,840,988EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$39,571,402BOYAmt
EOY$43,942,621EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$96,001,444BOYAmt
EOY$125,295,800EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$228,040,568BOYAmt
EOY$286,574,712EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$324,042,012BOYAmt
EOY$411,870,512EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$363,613,414BOYAmt
EOY$455,813,133EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$24,448,780ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$70,491,420NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$7,111,700OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,300,800CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$65,970,800CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,485,669CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,853,482CurrentTaxYearMinus1YearAmt
Current Tax Year$45,766,893CurrentTaxYearAmt
Total$230,377,644TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,300,800CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$65,970,800CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,485,669CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,853,482CurrentTaxYearMinus1YearAmt
Current Tax Year$45,766,893CurrentTaxYearAmt
Total$230,377,644TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$62,977,456SubstantialContributorsTotAmt
Public Support Total170$167,400,188PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,332,079CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,133,752CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,476,418CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,286,915CurrentTaxYearMinus1YearAmt
Current Tax Year$8,611,326CurrentTaxYearAmt
Total$28,840,490TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

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

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,494,689CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$217,551CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$452,538CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$410,818CurrentTaxYearMinus1YearAmt
Current Tax Year$101,272CurrentTaxYearAmt
Total$2,676,868TotalAmt
FieldValueIRS element (for citing)
Total Support$261,895,002TotalSupportAmt
Gross Receipts Rltd Activities$22,861,617GrossReceiptsRltdActivitiesAmt
Public Support CY1700.63919PublicSupportCY170Pct
Public Support PY1700.60607PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$38,729FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$216,030FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$254,759FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$50,500,627FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$50,755,386FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

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

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

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

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$486,393CurrentYearMinus3Amt
Current Year Minus2$468,490CurrentYearMinus2Amt
Current Year Minus1$354,883CurrentYearMinus1Amt
Current Year$254,759CurrentYearAmt
Total$1,564,525TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

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

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$116,090CurrentYearMinus3Amt
Current Year Minus2$157,572CurrentYearMinus2Amt
Current Year Minus1$78,660CurrentYearMinus1Amt
Current Year$38,729CurrentYearAmt
Total$391,051TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held6DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held1FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$25,000DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$0FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$274,402DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$14,500FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$8,955,670DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$210,734FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Historic Land AreaYes (X)HistoricLandAreaInd
Historic StructureYes (X)HistoricStructureInd
Total Easements129TotalEasementsCnt
Total Acreage953.00TotalAcreageCnt
Historic Structure Easements108HistoricStructureEasementsCnt
Historic Strctr Easements Aftr13HistoricStrctrEasementsAftrCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held26StatesEasementsHeldCnt
Written Policy MonitoringYes (true)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement3081.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$211,749ExpensesIncurredEnforcementAmt
Section170h Rqr StsfdYes (true)Section170hRqrStsfdInd
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SaleYes (true)SolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$271,911,308BeginningYearBalanceAmt
Contributions$4,021,401ContributionsAmt
Investment Earnings Or Losses$10,503,482InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,236,088GrantsOrScholarshipsAmt
Other Expenditures$10,674,984OtherExpendituresAmt
Administrative Expenses$25,032,260AdministrativeExpensesAmt
End Year Balance$249,492,859EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$262,563,154BeginningYearBalanceAmt
Contributions$3,454,987ContributionsAmt
Investment Earnings Or Losses$19,007,471InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,404,843GrantsOrScholarshipsAmt
Other Expenditures$8,372,955OtherExpendituresAmt
Administrative Expenses$3,336,506AdministrativeExpensesAmt
End Year Balance$271,911,308EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$245,073,534BeginningYearBalanceAmt
Contributions$1,367,899ContributionsAmt
Investment Earnings Or Losses$31,727,169InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,356,301GrantsOrScholarshipsAmt
Other Expenditures$9,234,158OtherExpendituresAmt
Administrative Expenses$5,014,989AdministrativeExpensesAmt
End Year Balance$262,563,154EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.35000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.54000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.11000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,714,477OtherCostOrOtherBasisAmt
Depreciation$2,072,269DepreciationAmt
Book Value$4,642,208BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,272,311OtherCostOrOtherBasisAmt
Depreciation$1,658,254DepreciationAmt
Book Value$1,614,057BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,589,497OtherCostOrOtherBasisAmt
Depreciation$3,073,820DepreciationAmt
Book Value$1,515,677BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$7,771,942TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INVESTMENT IN SUBSIDIARIES$21,284,385C
OTHER NON-PUBLIC INVESTMENTS$329,566,805F
FieldValueIRS element (for citing)
Total Book Value Securities$350,851,190TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
MONTPELIER FOUNDATION ENDOWMENT$10,669,932
ENDOWMENT FOR CONGRESSIONAL CE$6,718,982
DEFERRED RENT$4,330,093
GIFT ANNUITIES$1,909,416
OTHER LIABILITIES$1,212,565
FieldValueIRS element (for citing)
Total Liability$24,840,988TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$139,034,862TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$70,491,420NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$965,954DonatedServicesAndUseFcltsAmt
Other Revenue-$6,861,660OtherRevenueAmt
Revenue Not Reported$64,595,714RevenueNotReportedAmt
Revenue Subtotal$74,439,148RevenueSubtotalAmt
Investment Expenses Not Incld$765,018InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$765,018RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$75,204,166TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$51,206,362TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$965,954DonatedServicesUseFcltsAmt
Expenses Not Reported$965,954ExpensesNotReportedAmt
Expenses Subtotal$50,240,408ExpensesSubtotalAmt
Investment Expenses Not Incld2$765,018InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$250,040OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$514,978ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$50,755,386TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 4:NUMBER OF STATES WHERE PROPERTIES SUBJECT TO CONSERVATION EASEMENTS ARE LOCATED WAS 25 PLUS THE DISTRICT OF COLUMBIA FOR A TOTAL OF 26.
PART II, LINE 5:THE NATIONAL TRUST'S BOARD-ESTABLISHED EASEMENT POLICY SETS OUT GENERAL STANDARDS FOR ACQUISITION, INSPECTION AND ENFORCEMENT. THESE POLICIES ARE REFLECTED IN EASEMENT DEEDS, AUTHORIZING INSPECTION RIGHTS AND FULL ENFORCEMENT POWERS. THE NATIONAL TRUST PHYSICALLY INSPECTS ITS EASEMENTS ON A REGULAR BASIS. IN ADDITION TO PHYSICAL MONITORING, THE NATIONAL TRUST ALSO MONITORS PROPERTIES THROUGH THE PROVISION OF TECHNICAL ADVICE TO PROPERTY OWNERS RELATED TO THE CARE AND MAINTENANCE OF THEIR PROPERTY. ALSO, THE NATIONAL TRUST, USING THE SECRETARY OF THE INTERIOR'S STANDARDS FOR THE TREATMENT OF HISTORIC PROPERTIES, REVIEWS THE EXISTING CONDITION OF A PROPERTY WHENEVER IT RECEIVES A REQUEST TO MAKE A CHANGE OR ALTERATION FROM A PROPERTY OWNER. THE NATIONAL TRUST ENFORCES RESTRICTIONS IN EASEMENTS, INCLUDING THROUGH LEGAL ACTION WHEN NECESSARY.
PART II, LINE 9:EXPENSES RELATING TO THE ADMINISTRATION OF THE NATIONAL TRUST'S EASEMENT PROGRAM ARE INCLUDED AS PROGRAM-RELATED EXPENSES ON THE STATEMENT OF FUNCTIONAL EXPENSES. THE VALUE OF EASEMENTS IS NOT INCLUDED ON THE STATEMENT OF FINANCIAL POSITION.
PART III, LINE 1A:THE TRUST'S MUSEUM COLLECTION INCLUDES HISTORIC SITES, STRUCTURES, LANDSCAPES AND OBJECTS THAT ARE AVAILABLE TO THE PUBLIC OR HELD FOR THAT PURPOSE. IT ACQUIRES ITS COLLECTION BY PURCHASE OR BY DONATION. THE TRUST'S COLLECTIONS MANAGEMENT POLICY INCLUDES GUIDANCE ON THE DOCUMENTATION, PRESERVATION, CARE, AND MANAGEMENT OF THE COLLECTIONS AND PROCEDURES RELATED TO THE ACCESSION AND DEACCESSION OF COLLECTION ITEMS. IN CONFORMITY WITH THE PRACTICE GENERALLY FOLLOWED BY MUSEUMS, NO VALUE IS ASSIGNED TO THE COLLECTIONS IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. THE HISTORIC SITES, INCLUDING OBJECTS AND FURNISHINGS, OWNED BY THE TRUST WITH THE INTENT OF RETENTION ARE NOT REPORTED IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECOGNIZED AS REDUCTIONS IN UNRESTRICTED NET ASSETS IN THE PERIOD OF ACQUISITION. PER THE TRUST'S COLLECTIONS MANAGEMENT POLICY AND FOLLOWING PROFESSIONAL STANDARDS AND GUIDELINES, PROCEEDS FROM DEACCESSIONS OF COLLECTION ITEMS ARE designated FOR THE REPLENISHMENT OR CARE OF OTHER OBJECTS WITHIN THE MUSEUM COLLECTION AND THE PRESERVATION OF HISTORIC STRUCTURES OR HISTORIC LANDSCAPE FEATURES THAT ARE PART OF THE HISTORIC STRUCTURES AND LANDSCAPES COLLECTION. EXPENDITURES FOR RESTORATION, STABILIZATION, RECONSTRUCTION, AND DEVELOPMENT ARE CHARGED TO EXPENSE AS INCURRED.
PART III, LINE 4:THE NATIONAL TRUST OWNS CERTAIN HISTORIC SITES THAT ARE OPERATED AS MUSEUMS OR ARE OTHERWISE INTEGRAL TO THE TRUST'S CHARITABLE AND EDUCATIONAL PRESERVATION PROGRAM. THESE HISTORIC SITES, MOST OF WHICH CONTAIN SIGNIFICANT COLLECTIONS OF FURNISHINGS, ARE REGULARLY OPEN TO THE PUBLIC.
PART V, LINE 4:THE NATIONAL TRUST'S ENDOWMENT FUNDS ARE USED TO SUPPORT THE COSTS OF MAINTAINING ITS HISTORIC SITES, FOR GRANTS TO PRESERVATION ORGANIZATIONS AND SIMILAR PURPOSES, AND TO SUPPORT NATIONAL TRUST'S CHARITABLE AND EDUCATIONAL PROGRAMS AND ACTIVITIES.
PART X, LINE 2:THE TRUST ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES (ASC 740), WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TRUST DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS. THE TRUST IS STILL OPEN TO EXAMINATION BY TAXING AUTHORITIES FROM FISCAL YEAR ENDED JUNE 30, 2018 FORWARD. THE NATIONAL TRUST IS A SECTION 501(C)(3) ORGANIZATION EXEMPT FROM INCOME TAX AS PROVIDED UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS TAXABLE INCOME IS SUBJECT TO INCOME TAX.
PART XI, LINE 2d:adjustment of pledge receivable: $ (7,111,700) COST OF GOODS SOLD: $ 150,341 SPECIAL EVENT EXPENSE: $ 99,699 TOTAL: $ (6,681,660)
PART XII, LINE 4b:COST OF GOODS SOLD: $(150,341) SPECIAL EVENT EXPENSE: $(99,699) TOTAL: $(250,040)

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanInvestments$107,745,547
Europe (Including Iceland and Greenland)Investments$871,417
FieldValueIRS element (for citing)
Subtotal Spent$108,616,964SubtotalSpentAmt
Total Spent$108,616,964TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionEurope (Including Iceland and Greenland)RegionTxt
Purpose Of GrantPRESERVATIONPurposeOfGrantTxt
Cash Grant$9,301CashGrantAmt
Manner Of Cash DisbursementWIREMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE INTERNATIONAL NATIONAL TRUSTS ORGANIZATION (INTO) IS AN ASSOCIATION OF NATIONAL TRUSTS FROM THROUGHOUT THE WORLD. AS ONE OF THE OLDEST AND LARGEST NATIONAL TRUSTS, the National Trust PLAYS A LEADERSHIP ROLE IN THE OVERSIGHT AND MANAGEMENT OF INTO. KATHERINE MALONE-FRANCE, CHIEF PRESERVATION OFFICER, SITS ON THE BOARD OF INTO.ExplanationTxt

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
INTERACTIVE STRATEGIES
1133 CONNECTICUT AVE STE 600WASHINGTONDC20036ONLINE Fundraisingfalse$0$223,444-$223,444
EIDOLON COMMUNICATIONS INC
15 Maiden Lane Suite 1401New YorkNY10038DIRECT MARKETINGfalse$0$200,000-$200,000
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$423,444TotalRetainedByContractorsAmt
Total Net To Organization-$423,444TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Glass HouseEvent1Nm
Gross Receipts Event1$443,935GrossReceiptsEvent1Amt
Gross Revenue Event1$443,935GrossRevenueEvent1Amt
Other Direct Expenses Event1$76,621OtherDirectExpensesEvent1Amt
Event2Woodlawn SpringEvent2Nm
Gross Receipts Event2$29,719GrossReceiptsEvent2Amt
Charitable Contri Event2$12,000CharitableContriEvent2Amt
Gross Revenue Event2$17,719GrossRevenueEvent2Amt
Other Direct Expenses Event2$12,788OtherDirectExpensesEvent2Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Other Events$49,201GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$41,526CharitableContriOtherEventsAmt
Gross Revenue Other Events$7,675GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$10,290OthDirectExpnssOtherEventsAmt
Gross Receipts Total$522,855GrossReceiptsTotalAmt
Charitable Contributions Tot$53,526CharitableContributionsTotAmt
Gross Revenue Total Events$469,329GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$99,699OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$99,699DirectExpenseSummaryEventsAmt
Net Income Summary$369,630NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II, EVENT TYPE:FormAndLineReferenceDesc
Explanation(A) EVENT: WOODLAWN SPRING EVENTExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (141 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
HISTORIC VERNON AME CHURCH
307-311 North Greenwood AveTulsaOK74120842899684501(C)(3)$400,000SAVE HISTORIC PLACES
ASSN FOR THE PRESERV OF THE CONGRESSIONAL
PO Box 1059Ohkay OwingehNM87566850446828501(C)(3)$360,094SAVE HISTORIC PLACES
NATIONAL CITY CHRISTIAN CHURCH FOUNDATION
5 Thomas Circle NWWashingtonDC20005530204611501(C)(3)$250,000SAVE HISTORIC PLACES
ST JOSEPH SHRINE
1828 Jay StDetroitMI48207381411192501(C)(3)$250,000SAVE HISTORIC PLACES
PALMETTO TRUST FOR HIST PRESER
PO Box 506ProsperitySC29127570913191501(C)(3)$250,000SAVE HISTORIC PLACES
SIXTEENTH STREET BAPTIST CHURCH
1530 6th AveNorth BirminghamAL35203630397962501(C)(3)$250,000SAVE HISTORIC PLACES
CHURCH OF THE COVENANT
67 Newbury StbostonMA02116800905919501(C)(3)$250,000SAVE HISTORIC PLACES
LOVELY LANE UNITED METHODIST CHURCH
2200 St Paul StBaltimoreMD21218520660878501(C)(3)$250,000SAVE HISTORIC PLACES
KADESH AFRICAN METHODIST EPISCOPAL CHURCH
505 South Broad StEdentonNC27932223882270501(C)(3)$250,000SAVE HISTORIC PLACES
OLD FIRST REFORMED CHURCH
729 Carroll StBrooklynNY11215111797169501(C)(3)$250,000SAVE HISTORIC PLACES
FIRST CONGREGATIONAL CHURCH OF LONG BEACH
241 Cedar AveLong BeachCA90802951643320501(C)(3)$250,000SAVE HISTORIC PLACES
SAINT PETER'S LUTHERAN CHURCH
619 Lexington AveNew YorkNY10022411568278501(C)(3)$250,000SAVE HISTORIC PLACES
FIRST COVENANT CHURCH
810 S 7th StMinneapolisMN55415410705784501(C)(3)$250,000SAVE HISTORIC PLACES
ANNUNCIATION GREEK ORTHODOX CHURCH
9400 West Congress StMilwaukeeWI53225390806808501(C)(3)$250,000SAVE HISTORIC PLACES
ST VINCENT DE PAUL PARISH
109 East Price StPhiladelphiaPA19144231352488501(C)(3)$250,000SAVE HISTORIC PLACES
ST MARY ARCHANGEL MICHAEL COPTIC CHURCH
39 Chandler StNashuaNH03064475631578501(C)(3)$250,000SAVE HISTORIC PLACES
NUEVA VIDA NORRISTOWN MENNONITE CHURCH
3 E Marshall StNorristownPA19401232616129501(C)(3)$183,000SAVE HISTORIC PLACES
JACKSON STATE UNIVERSITY
1400 JR Lynch StJacksonMS39154237061115501(C)(3)$158,000SAVE HISTORIC PLACES
MORGAN STATE UNIVERSITY
1700 E Cold Spring LnBaltimoreMD21251526002033501(C)(3)$155,000SAVE HISTORIC PLACES
GIRL SCOUTS OF THE UNITED STATES OF AMERICA
420 5th AveNew YorkNY10018131624016501(C)(3)$150,000SAVE HISTORIC PLACES
VILLAGE OF HOLLY
300 East StHollyMI48442823520876501(C)(3)$150,000SAVE HISTORIC PLACES
WEST PHILADELPHIA CULTURAL ALLIANCE
4949 Walnut StPhiladelphiaPA19139222696971501(C)(3)$135,000SAVE HISTORIC PLACES
MONTPELIER FOUNDATION
PO Box 911OrangeVA22960311620682501(C)(3)$115,000SAVE HISTORIC PLACES
CITY OF BIRMINGHAM
710 N 20th StBirminghamAL35203636001201501(C)(3)$100,000SAVE HISTORIC PLACES
FIRST CONGREGATIONAL CHURCH OF DETROIT
33 E Forest AveDetroitMI48201381404585501(C)(3)$100,000SAVE HISTORIC PLACES
THE WOMEN'S CLUB OF MINNEAPOLIS
410 Oak Grove StMinneapolisMN55403410618870501(C)(3)$90,670SAVE HISTORIC PLACES
FIRST CONGREGATIONAL CHURCH - UCC
100 West Works StSheridanWY82801830315438501(C)(3)$83,000SAVE HISTORIC PLACES
TRINITY EPISCOPAL CHURCH IN SAN FRANCISCO
1620 Gough StSan FranciscoCA94109941207712501(C)(3)$80,000SAVE HISTORIC PLACES
LEONA TATE FOUNDATION FOR CHANGE
1116 Tennessee StNew OrleansLA70117264548819501(C)(3)$75,000SAVE HISTORIC PLACES
TENTH STREET RESIDENTIAL ORGANIZATION
1113 Betterton CirDallasTX75203843502509501(C)(3)$75,000SAVE HISTORIC PLACES
NATIONAL CENTER OF AFRO-AMERICAN ARTISTS
300 Walnut AveRoxburyMA02119042729933501(C)(3)$75,000SAVE HISTORIC PLACES
CLAYBORN REBORN NLLC
294 Hernando StMemphisTN38126581715927501(C)(3)$75,000SAVE HISTORIC PLACES
OKLAHOMA CITY URBAN RENEWAL AUTHORITY
105 N Hudson AveOklahoma CityOK73102730726103501(C)(3)$75,000SAVE HISTORIC PLACES
STILLMAN COLLEGE
3601 Stillman BlvdTuscaloosaAL35401630315935501(C)(3)$70,000SAVE HISTORIC PLACES
BRUCEMORE INC
2160 Linden Dr SECedar RapidsIA52403421170531501(C)(3)$66,592SAVE HISTORIC PLACES
LANE COLLEGE
545 Ln AveJacksonTN38301620570060501(C)(3)$65,000SAVE HISTORIC PLACES
BENEDICT COLLEGE
1600 Harden StColumbiaSC29204570314365501(C)(3)$65,000SAVE HISTORIC PLACES
SPELMAN COLLEGE
350 Spelman LnAtlantaGA30314580566243501(C)(3)$65,000SAVE HISTORIC PLACES
TUSKEGEE UNIV DEPARTMENT OF ARCHITECTURE
Wilcox Building CTuskegeeAL36088630288878501(C)(3)$65,000SAVE HISTORIC PLACES
PHILANDER SMITH COLLEGE
900 Daisy Bates DrLittle RockAR72202710239729501(C)(3)$65,000SAVE HISTORIC PLACES
AFRICATOWN HERITAGE PRESERVATION FOUNDATION
2557 Garfield StMobileAL36610842818332501(C)(3)$50,000SAVE HISTORIC PLACES
CITY OF MINNEAPOLIS HISTORIC PRESERVATION
505 4th Ave SouthMinneapolisMN55415416005375501(C)(3)$50,000SAVE HISTORIC PLACES
ST SIMONS AFRICAN AMERICAN HERITAGE COAL
291 S HarringtonSt Simons IslandGA31525951234567501(C)(3)$50,000SAVE HISTORIC PLACES
MUDDY WATERS MOJO MUSEUM INC
4339 S Lake Park AveChicagoIL60653843698915501(C)(3)$50,000SAVE HISTORIC PLACES
OMAHA ECONOMIC DEVELOPMENT CORPORATION
2221 North 24th StOmahaNE68110470597743501(C)(3)$50,000SAVE HISTORIC PLACES
SWEET WATER FOUNDATION
5749 S Perry AveChicagoIL60621271391983501(C)(3)$50,000SAVE HISTORIC PLACES
GEORGIA HISTORIC PRESERVATION DIVISION
60 Executive Park S NEAtlantaGA30329581130945501(C)(3)$50,000SAVE HISTORIC PLACES
HISTORIC MITCHELVILLE FREEDOM PARK
539 Wlam Hltn PkwyHltn Hd IslandSC29925272308109501(C)(3)$50,000SAVE HISTORIC PLACES
JOHN G RILEY MUSEUM
419 E Jefferson StTallahasseeFL32301593518113501(C)(3)$50,000SAVE HISTORIC PLACES
ASSOCIATION OF AFRICAN AMERICAN MUSEUMS
PO Box 23698WashingtonDC20026311609577501(C)(3)$50,000SAVE HISTORIC PLACES
SWEET AUBURN WORKS INC
522 Auburn AveAtlantaGA30312461784089501(C)(3)$50,000SAVE HISTORIC PLACES
THE CLIFTON HOUSE
2605 Talbot RoadBaltimoreMD21216842681779501(C)(3)$50,000SAVE HISTORIC PLACES
DENNIS FARM CHARITABLE LAND TRUST
3900 Ford RoadPhiladelphiaPA19131266000275501(C)(3)$50,000SAVE HISTORIC PLACES
MT HISTORIC PRESERV OFF MT HISTORICAL SOC
1301 E LockeyHelenaMT59620810302402501(C)(3)$50,000SAVE HISTORIC PLACES
FOUNDER'S CHURCH OF RELIGIOUS SCIENCE
3281 W 6th StLos AngelesCA90020953900047501(C)(3)$50,000SAVE HISTORIC PLACES
BANNEKER-DOUGLASS MUSEUM FND INC
84 Franklin StAnnapolisMD21214521095665501(C)(3)$50,000SAVE HISTORIC PLACES
SAPELO ISLAND CULTURAL & REVITALIZATION SOC
PO Box 6Sapelo IslandGA31327582180058501(C)(3)$50,000SAVE HISTORIC PLACES
MASON COUNTY FISCAL COURT
220 Stanley Reed CourtMaysvilleKY41056616000876501(C)(3)$50,000SAVE HISTORIC PLACES
WHILE WE ARE STILL HERE INC
555 Edgecombe Avnue 8BNew YorkNY10032473980592501(C)(3)$50,000SAVE HISTORIC PLACES
MAXVILLE HERITAGE INTERPRETIVE CENTER
PO Box 492EnterpriseOR97828264819577501(C)(3)$50,000SAVE HISTORIC PLACES
LEWIS H LATIMER FUND INC
3441 137th StFlushingNY11354112983131501(C)(3)$50,000SAVE HISTORIC PLACES
JEFFERSON SCH AFRICAN AMERICAN HERITAGE CTR
233 4th St NW ACharlottesvilleVA22903475411481501(C)(3)$50,000SAVE HISTORIC PLACES
SB MEDIA LLC
20510 LivernoisDetroitMI48221432104080$40,000SAVE HISTORIC PLACES
SWEETHEART CAFE & TEA
315 9th StOaklandCA94607261750708$40,000SAVE HISTORIC PLACES
DOOKY CHASE RESTAURANT INC
2301 Orleans AveNew OrleansLA70119720762509$40,000SAVE HISTORIC PLACES
DADDY D'Z INC DBA DADDY DZ BBQ JOYNT
264 Memorial Dr SE 2139AtlandaGA30312823470899$40,000SAVE HISTORIC PLACES
STVN MANAGEMENT CORP
1543 SW 8th StMiamiFL33135260673727$40,000SAVE HISTORIC PLACES
GALLOWAYS LANDING BAR & RESTAURANT INC
2 Calle Jose de DiegoBoqueronPR00622660894105$40,000SAVE HISTORIC PLACES
THE FOUR WAY LLC
998 Mississippi BlvdMemphisTN38126030455166$40,000SAVE HISTORIC PLACES
LEGAUX HOLDINGS LLC
2920 W Jefferson BlvdLos AngelesCA90018274819550$40,000SAVE HISTORIC PLACES
NAKATO INC DBA NAKATO JAPANESE RESTAURANT
1776 Cheshire Bridge RdAtlantaGA30324591417292$40,000SAVE HISTORIC PLACES
NEIR'S TAVERN INC
87-48 78th StWoodhavenNY11421263935803$40,000SAVE HISTORIC PLACES
FLORES RESTAURANT LLC
99 Walnut StMontclairNJ07042822766416$40,000SAVE HISTORIC PLACES
CHINATOWN GARDEN INC DBA CHINATOWN GARDEN
618 H St NWWashingtonDC20001522053229$40,000SAVE HISTORIC PLACES
KEGEL'S LLC DBA KEGEL'S INN
5901 W National AveWest AllisWI53214812235910$40,000SAVE HISTORIC PLACES
SUEHIRO CAFE INC DBA SUEHIRO CAFE
337 E 1st StLos AngelesCA90012954164344$40,000SAVE HISTORIC PLACES
LA FONDA EL TAQUITO INC
800 Southwest BlvdKansas CityMO64108742469250$40,000SAVE HISTORIC PLACES
LA POSTA GROUP INC DBA LA POSTA DE MESILLA
2410 Calle De San AlbinoMesillaNM88046850436492$40,000SAVE HISTORIC PLACES
TOASTERS HOUSTON LLC
5101 Almeda RdHoustonTX77004474427669$40,000SAVE HISTORIC PLACES
1213 U ST LLC DBA BEN'S CHILI BOWL
1213 U St NWWashingtonDC20009272378003$40,000SAVE HISTORIC PLACES
MIGHTY MANEKI LLC DBA MANEKI RESTAURANT
304 6th Ave SSeattleWA98104911379828$40,000SAVE HISTORIC PLACES
HARLEM BAKED GOODS LLC
283 West 118th StNew YorkNY10026861905900$40,000SAVE HISTORIC PLACES
FRIENDS OF CEDAR MESA
PO Box 338BluffUT84512352426283501(C)(3)$35,000SAVE HISTORIC PLACES
CLIVEDEN INC
6401 Germantown AvePhiladelphiaPA19144232232675501(C)(3)$27,215SAVE HISTORIC PLACES
HISTORIC KANSAS CITY FOUNDATION
3401 Broadway BlvdKansas CityMO64111237368504501(C)(3)$25,700SAVE HISTORIC PLACES
SOUTH BUSHWICK REFORMED CHURCH
15 Himrod StBrooklynNY11221116016212501(C)(3)$25,000SAVE HISTORIC PLACES
JEFFERSON COUNTY HISTORIC LANDMARKS COMM
PO Box 23Charles TownWV25414453213370501(C)(3)$25,000SAVE HISTORIC PLACES
ARCH ST METHODIST CHURCH
55 North Broad StPhiladelphiaPA19107231433905501(C)(3)$25,000SAVE HISTORIC PLACES
WASHINGTON COLLEGE
300 Washington AveChestertownMD21620520591691501(C)(3)$25,000SAVE HISTORIC PLACES
DRAYTON HALL PRESERVATION TRUST
3380 Ashley River RoadCharlestonSC29414454938941501(C)(3)$21,000SAVE HISTORIC PLACES
PRESERVATION MARYLAND
3600 Clipper Mill RdBaltimoreMD21211520609575501(C)(3)$20,000SAVE HISTORIC PLACES
JUDD FOUNDATION
101 Spring StNew YorkNY10012742798673501(C)(3)$20,000SAVE HISTORIC PLACES
COLORADO HISTORICAL FOUNDATION
PO Box 363GoldenCO80402846043555501(C)(3)$20,000SAVE HISTORIC PLACES
PRESIDENT LINCOLN'S COTTAGE SOLDIERS' HOME
3700 N Capitol St NWWashingtonDC20011471453864501(C)(3)$17,500SAVE HISTORIC PLACES
MICHIGAN HISTORIC PRESERVATION NETWORK
313 E Cesar E Chaves AveLansingMI48906386000134501(C)(3)$16,297SAVE HISTORIC PLACES
FILOLI CENTER INC
86 Canada RoadWoodsideCA94062952996648501(C)(3)$16,200SAVE HISTORIC PLACES
WHEATLEY METHODIST PROTESTANT CHURCH
5802 Wheatley ChurchRhodesdaleMD21659842466664501(C)(3)$15,000SAVE HISTORIC PLACES
UNIVERSITY OF MARYLAND
ROUTE 1COLLEGE PARKMD20742526002033501(C)(3)$15,000SAVE HISTORIC PLACES
THE UNIVERSITY OF TEXAS OF AUSTIN
110 INNER CAMPUS DrAUSTINTX78712746000203501(C)(3)$15,000SAVE HISTORIC PLACES
EDISTO ISLAND OPEN LAND TRUST
1 547 Highway 174Edisto IslandSC29438571007436501(C)(3)$15,000SAVE HISTORIC PLACES
SAN JUAN COUNTY
117 S Main PO Box 338MonticelloUT84535876000305501(C)(3)$15,000SAVE HISTORIC PLACES
ASTRODOME CONSERVANCY
2726 Bissonnet 240-417HoustonTX77005813660137501(C)(3)$15,000SAVE HISTORIC PLACES
EBELL FRIENDS
743 S Lucerne BlvdLos AngelesCA90005833447161501(C)(3)$15,000SAVE HISTORIC PLACES
PRESERVE RHODE ISLAND
957 North Main StProvidenceRI02904056012417501(C)(3)$15,000SAVE HISTORIC PLACES
URBAN LEAGUE OF DETROIT AND SOUTHEASTERN MI
208 Mack AveDetroitMI48201381358387501(C)(3)$12,000SAVE HISTORIC PLACES
COLORADO SPRINGS CHILD NURSERY CENTERS INC
104 E Rio GrandeColorado SpringsCO80903840632406501(C)(3)$10,000SAVE HISTORIC PLACES
FRIENDS OF OXMOOR FOUNDATION INC
720 Oxmoor AveLouisvilleKY40222813737766501(C)(3)$10,000SAVE HISTORIC PLACES
PRESERVATION TEXAS
PO Box 12832AustinTX78711752129913501(C)(3)$10,000SAVE HISTORIC PLACES
NATIONAL PRESERVATION PARTNERS NETWORK
PO Box 2446WoburnMA01888831010033501(C)(3)$10,000SAVE HISTORIC PLACES
BOSTON PRESERVATION ALLIANCE INC
141 Cambridge StBostonMA02114042748390501(C)(3)$10,000SAVE HISTORIC PLACES
CEDAR CREEK BATTLEFIELD FOUNDATION INC
8437 Valley PikeMiddletownVA22645541474233501(C)(3)$10,000SAVE HISTORIC PLACES
GAYLORD BUILDING HISTORIC SITE
200 W 8th StLockportIL60441831482428501(C)(3)$10,000SAVE HISTORIC PLACES
GREATER UNION LIFE CENTER INC
240 S Clara AveDeLandFL32724371455540501(C)(3)$10,000SAVE HISTORIC PLACES
WASHINGTON TRUST FOR HISTORIC PRESERVATION
1204 Minor AveSeattleWA98101910983680501(C)(3)$10,000SAVE HISTORIC PLACES
DOWNTOWN SPRINGFIELD HERITAGE FOUNDATION
227 S 7th StSpringfieldIL62701371382405501(C)(3)$10,000SAVE HISTORIC PLACES
LIBERTY THEATRE FOUNDATION
405 BalsaLaGrandeOR97850453781829501(C)(3)$10,000SAVE HISTORIC PLACES
MANASSAS BATTLEFIELD TRUST
12521 Lee HighwayManassasVA20109462501374501(C)(3)$10,000SAVE HISTORIC PLACES
BLACKWELL-ISRAEL SAMUEL AME ZION CHURCH
3956 S Langley AveChicagoIL60653363594682501(C)(3)$8,500SAVE HISTORIC PLACES
CLINTON CHURCH RESTORATION
9 Elm CourtGreat BarringtonMA01230821322151501(C)(3)$8,500SAVE HISTORIC PLACES
WHITE HOUSE HISTORICAL ASSOCIATION
1610 H St NWWashingtonDC20006520749685501(C)(3)$8,176SAVE HISTORIC PLACES
LOVINGTON MAINSTREET
201 S Main StLovingtonNM88260850477913501(C)(3)$8,000SAVE HISTORIC PLACES
BRANCH MUSEUM OF ARCHITECTURE AND DESIGN
2501 Monument AveRichmondVA23220546054855501(C)(3)$8,000SAVE HISTORIC PLACES
PRESERVATION PENNSYLVANIA INC
257 North StHarrisburgPA17101232219097501(C)(3)$7,866SAVE HISTORIC PLACES
CITY OF HAMMOND
310 E Charles StHammondLA70404720573539501(C)(3)$7,500SAVE HISTORIC PLACES
LOST PROVINCE CENTER FOR THE CULTURAL ARTS
PO Box 224LansingNC28643825326511501(C)(3)$7,500SAVE HISTORIC PLACES
UNIVERSITY OF CALIFORNIA BERKELEY
2195 HEARST Ave RM 159BERKELEYCA94720946002123501(C)(3)$7,500SAVE HISTORIC PLACES
FRIENDS OF ALICE AUSTEN HOUSE
2 Hylan BlvdStaten IslandNY10305133248928501(C)(3)$7,500SAVE HISTORIC PLACES
CHEVRA KOL ISRAEL
603 Saint Johns PlaceBrooklynNY11238113415616501(C)(3)$7,500SAVE HISTORIC PLACES
HISTORIC CHERRY HILL
523 1/2 S Pearl StAlbanyNY12202141482741501(C)(3)$7,500SAVE HISTORIC PLACES
TULANE UNIVERSITY
7029 Freret StNew OrleansLA70118720423889501(C)(3)$7,500SAVE HISTORIC PLACES
CLEVELAND RESTORATION SOCIETY
3751 Prospect AveClevelandOH44115237218767501(C)(3)$7,500SAVE HISTORIC PLACES
UNIVERSITY OF COLORADO DENVER
CAMPUS BX 125 PO BX 173364DENVERCO80217846000555501(C)(3)$7,500SAVE HISTORIC PLACES
KLEIN ARTS & CULTURE
4206 Wayfarer WayAustinTX78731832840605501(C)(3)$7,500SAVE HISTORIC PLACES
COLEBROOKDALE RAILROAD PRESERVATION TRUST
100 South Chestnut StBoyertownPA19512454265442501(C)(3)$7,500SAVE HISTORIC PLACES
FRIENDS OF THE EMBASSY THEATRE INC
c/o 114 2nd AveBurnhamPA17009251663561501(C)(3)$7,500SAVE HISTORIC PLACES
HOLT'S CHAPEL COMMUNITY CENTER INC
136 Janerio Rd PO Bx 616OrientalNC28571461315326501(C)(3)$6,500SAVE HISTORIC PLACES
HISTORIC HAWAII FOUNDATION
680 Iwilei RdHonoluluHI96817237441972501(C)(3)$6,484SAVE HISTORIC PLACES
LINCOLN COUNTY
181 North Main StPiocheNV89043886000094501(C)(3)$5,920SAVE HISTORIC PLACES
GLESSNER HOUSE MUSEUM
1800 S Prairie AveChicagoIL60616363985457501(C)(3)$5,500SAVE HISTORIC PLACES
MUSEUM OF NEW MEXICO FOUNDATION
1411 Paseo de PeraltaSantaFeNM87501850202503501(C)(3)$5,500SAVE HISTORIC PLACES
ELK COUNTY PRESERVATION SOCIETY INC
1533 KilldeerHowardKS67349834159507501(C)(3)$5,300SAVE HISTORIC PLACES
FieldValueIRS element (for citing)
Total501c3 Org121Total501c3OrgCnt
Total Other Org20TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtCash GrantCashGrantAmt
WANDA J'S, INC.$40,000
ALMEAD H. STUTTS$40,000
MARIA A. AGUILAR DBA CASA VICKY$40,000
MARY ALICE MCCLELLAN DBA JOHN'S PLACE$40,000
JAMES AND ADRIENNE HENDERSON$40,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGrant recipients are required to submit a final report at the end of the project within one year of the date of the disbursement. Grantees must submit a budget and state how the funds were used at the end of the project. If a funding match is required, proof of the receipts is required.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Paul Edmondson
President & CEO$368,012$0$0$0$2,286$0$14,000$0$762$0$385,060$0$0$0
Thompson Mayes
Chief Legal Ofcr & Secretary$220,587$0$0$0$1,188$0$11,350$0$8,911$0$242,036$0$0$0
Patricia Woodworth-820
Interim Chief Fin. Officer$154,038$0$0$0$14,201$0$8,413$0$508$0$177,160$0$0$0
Ross Bradford
Assistant Corporate Secretary$146,050$0$0$0$120$0$7,497$0$6,606$0$160,273$0$0$0
Katherine Malone-France
Chief Preservation Officer$237,070$0$0$0$270$0$11,518$0$6,633$0$255,491$0$0$0
Geoffrey Handy TO 1220
Chief Marketing Officer$191,269$0$0$0$23,771$0$11,250$0$5,228$0$231,518$0$0$0
Tabitha Almquist
Chief Administrative Officer$208,731$0$0$0$270$0$10,032$0$762$0$219,795$0$0$0
Lynn English
Chief Development Officer$163,111$0$0$0$621$0$0$0$1,754$0$165,486$0$0$0
Dennis Hockman
Acting Chief Marketing Officer$144,215$0$0$0$188$0$7,671$0$8,826$0$160,900$0$0$0
Denise Wise
VP of Finance & Controller$186,900$0$0$0$414$0$9,508$0$10,754$0$207,576$0$0$0
Thomas Cassidy
VP - Gov't Relations/Policy$183,001$0$0$0$2,103$0$10,989$0$6,601$0$202,694$0$0$0
Marianna Knight
VP - Human Resources$188,300$0$0$0$712$0$9,560$0$746$0$199,318$0$0$0
Susan Lattanzi
VP of Information Technology$171,847$0$0$0$368$0$9,208$0$6,733$0$188,156$0$0$0
Elizabeth Merritt
Deputy General Counsel$170,365$0$0$0$1,920$0$8,781$0$6,707$0$187,773$0$0$0

Schedule M IRS990ScheduleM

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

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution38ContributionCnt
Noncash Contributions Rpt F990$826,681NoncashContributionsRptF990Amt
Method Of Determining RevenuesStock giftsMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp

Historical Artifacts HistoricalArtifactsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution12ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesN/AMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescOther donated goodsDesc
Contribution47ContributionCnt
Noncash Contributions Rpt F990$15,532NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, column (b):THE TRUST REPORTS THE NUMBER OF ITEMS IN PART I, COLUMN (B).
PART I, LINE 22:IN CONFORMITY WITH THE PRACTICE GENERALLY FOLLOWED BY MUSEUMS, NO VALUE IS ASSIGNED TO THE COLLECTIONS, INCLUDING OBJECTS AND FURNISHINGS, IN THE CONSOLIDATED FINANCIAL STATEMENTS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1:THE NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES PROTECTS SIGNIFICANT PLACES REPRESENTING OUR DIVERSE CULTURAL EXPERIENCES BY TAKING DIRECT ACTION AND INSPIRING BROAD PUBLIC SUPPORT.
FORM 990, PART III, LINE 4A:HISTORIC SITES - THE NATIONAL TRUST AND ITS PARTNERS ARE THE STEWARDS OF 27 NATIONAL TRUST HISTORIC SITES WHICH ARE OPEN TO THE PUBLIC. THEY ARE A NATIONALLY SIGNIFICANT COLLECTION OF HISTORIC PLACES THAT include A WIDE VARIETY OF ARCHITECTURAL STYLES, STRUCTURES LANDSCAPES, and object collections that BRING diverse stories of AMERICAN HISTORY TO LIFE. IN 2020/2021, THE NATIONAL TRUST OWNED AND MANAGED 9 OF THESE SITES; OWNED 12 SITES (ONE THROUGH A LONG-TERM LEASE) THAT ARE MANAGED BY INDEPENDENT LOCAL ORGANIZATIONS; AND PROVIDED LIMITED SUPPORT TO SIX OTHER SITES THAT ARE OWNED AND MANAGED BY OTHER ENTITIES. THESE HISTORIC SITES WELCOMED OVER 625,000 VISITORS IN 2020/2021. THE HISTORY, STORIES, PEOPLE, COLLECTIONS, ARCHITECTURE AND LANDSCAPES OF THESE SITES ARE INTERPRETED TO ON-SITE VISITORS, AND THROUGH DIGITAL PROGRAMS, SOCIAL MEDIA, WEBSITES AND WRITTEN COMMUNICATION TO MILLIONS MORE. THE SITES SERVE THEIR COMMUNITIES BY PROVIDING EDUCATIONAL PROGRAMS, EVENTS AND UNIQUE GATHERING PLACES FOR COMMUNITY RESIDENTS. THE NATIONAL TRUST AND ITS PARTNER ORGANIZATIONS MAINTAIN THE SITES AS GOOD MODELS FOR HISTORIC PRESERVATION, COLLECTIONS MANAGEMENT, INTERPRETATION AND COMPREHENSIVE STEWARDSHIP.
FORM 990, PART III, LINE 4B:HISTORIC PRESERVATION & CONSERVATION: PRESERVATION SERVICES INCLUDES: 1) WORK TO SAVE THREATENED HISTORIC PLACES across the country; 2) Research, INFORMATION AND TECHNICAL ASSISTANCE TO MEMBERS, PRIVATE AND PUBLIC ORGANIZATIONS, AND GOVERNMENT BODIES WITH RESPECT TO CONTEMPORARY PRESERVATION ISSUES AND REHABILITATION PROJECTS RELATED TO IMPORTANT HISTORIC BUILDINGS, LANDSCAPES AND LANDMARKS; 3) FINANCIAL ASSISTANCE/GRANTS AND TECHNICAL SUPPORT THROUGH PROGRAMS INCLUDING THE AFRICAN AMERICAN CULTURAL HERITAGE ACTION FUND NATIONAL GRANT PROGRAM, THE BACKING HISTORIC SMALL RESTAURANTS GRANT PROGRAM AND THE NATIONAL FUND FOR SACRED PLACES; THESE PROGRAMS SUPPORT THE PRESERVATION OF HISTORIC BUILDINGS, LANDSCAPES, AND COLLECTIONS; PUBLIC INTERPRETATION OF HISTORIC PLACES; CAPACITY-BUILDING; PRESERVATION EDUCATION PROGRAMS,CONFERENCES, AND RETENTION OF PROFESSIONAL CONSULTANTS; 4) PARTNERSHIPS WITH STATE AND LOCAL PRIVATE NONPROFIT PRESERVATION GROUPS TO DEVELOP RESOURCES TO PROMOTE PRESERVATION AS A SOLUTION TO IMPORTANT NATIONAL ISSUES, SUPPORT THE FINANCIAL SUSTAINABILITY OF SIGNIFICANT HISTORIC SITES, AND ADVANCE BEST PRACTICES IN PRESERVATION
FORM 990, PART III, LINE 4C:HISTORIC PRESERVATION & CONSERVATION: EDUCATION - COMMUNICATES THE IMPORTANCE OF HISTORIC PRESERVATION, THREATS TO HISTORIC PLACES, AND ACHIEVEMENTS IN SAVING HISTORIC PLACES TO MEMBERS AND THE PUBLIC. PRODUCES AN ANNUAL CONFERENCE, WEBINARS AND IN-PERSON TRAININGS, QUARTERLY MAGAZINE, PROFESSIONAL JOURNAL, AUDIENCE NEWSLETTERS, AND WEBSITES TO HIGHLIGHT IMPORTANT PRESERVATION ISSUES, COMMUNICATE PRESERVATION SUCCESSES, AND STIMULATE NEW INTEREST IN HISTORIC PRESERVATION. TO INSPIRE ACTION BY THE PUBLIC, STAGES MEDIA CAMPAIGNS SUCH AS THE 11 MOST ENDANGERED HISTORIC PLACES LIST. PROVIDES INFORMATION ABOUT THE LEGAL AND POLICY ASPECTS OF HISTORIC PRESERVATION. HISTORIC PRESERVATION & CONSERVATION: MEMBERSHIP OUTREACH - EDUCATE THE GENERAL PUBLIC ON THE IMPORTANCE OF AND TECHNIQUES FOR PRESERVING THE NATION'S ARCHITECTURAL AND CULTURAL HERITAGE. HISTORIC PRESERVATION AND CONSERVATION: PUBLICATIONS INCLUDE: 1) "PRESERVATION," THE QUARTERLY MAGAZINE CHRONICLING INDIVIDUALS AND PROGRAMS WORKING TO SAVE HISTORIC PLACES; 2) "FORUM JOURNAL," A SCHOLARLY JOURNAL SERVING A NETWORK OF PRESERVATION PROFESSIONALS, STUDENTS AND VOLUNTEERS; 3) WWW.SAVINGPLACES.ORG AND WWW.FORUM.SAVINGPLACES.ORG (PRESERVATION LEADERSHIP FORUM) OFFER ONLINE CONTENT AND EMAIL COMMUNICATIONS THAT INSPIRE AND EDUCATE THE PUBLIC AND PRESERVATIONISTS AT ALL LEVELS.
FORM 990, PART VI, SECTION A, LINE 1A:The Executive Committee of the Board of Trustees consists of the Chair and two Vice Chairs and the Chair of each of the standing committees, including the Investments, Finance & Management, Audit, Trusteeship & Governance, Advancement, and Preservation & Historic Sites Committees and other Trustees. The Executive Committee shall have and exercise all the powers of the Board of Trustees between the meetings of the Board of Trustees, subject to general policies established by the Board, except that the full Board of Trustees shall retain exclusive authority to amend the Bylaws, to exercise the Board's authority to fill temporary vacancies on the Board, and to elect the Chair and Vice Chairs of the Corporation.
FORM 990, PART VI, SECTION A, LINE 2:A former Trustee is a principal of a company with which another Trustee's husband and stepson have a business relationship. In both of these cases, the former Trustee is within the one-year period following service on the Board covered by the National Trust's Conflict of Interest Policy. Neither of these involve transactions with the National Trust.
FORM 990, PART VI, SECTION A, LINE 4:On February 26, 2021, the Board of Trustees amended the bylaws of the National Trust to 1) incorporate qualifications for Honorary Trustees; 2) clarify that the Board of Trustees can remove Honorary and Emeritus Trustees; and 3) make provisions regarding attendance at Board meetings and voting consistent with regard to Honorary and Emeritus Trustees.
FORM 990, PART VI, SECTION A, LINE 6:THE NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES IS A MEMBER ORGANIZATION WITH 93,656 MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7A:THE ORGANIZATION'S MEMBERS HAVE THE RIGHT TO ELECT THE MEMBERS OF THE BOARD OF TRUSTEES (OTHER THAN STATUTORY EX-OFFICIO TRUSTEES). ELECTIONS ARE CONDUCTED AT AN ANNUAL MEMBERSHIP MEETING HELD IN CONJUNCTION WITH AN ANNUAL CONFERENCE IN THE FALL.
FORM 990, PART VI, SECTION B, LINE 11A:THE FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTING FIRM BDO USA, LLP AND REVIEWED BY MANAGEMENT. THE DRAFT IS THEN MADE AVAILABLE TO THE AUDIT COMMITTEE AND ALL BOARD MEMBERS (EITHER DIGITALLY OR IN HARD COPY DEPENDING ON THEIR PREFERENCE). ANY CHANGES FOLLOWING THESE REVIEWS ARE AGAIN REVIEWED BY BDO USA, LLP BEFORE THE FINAL 990 IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C:THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS SENT TO THE BOARD MEMBERS ONCE A YEAR WITH A DISCLOSURE FORM THAT ASKS TRUSTEES TO DESCRIBE INTEREST IN OR RELATIONSHIPS WITH BOTH FOR-PROFIT AND NON-PROFIT ENTITIES AND TO DESCRIBE ANY TRANSACTIONS (DIRECT OR INDIRECT) WITH THE ORGANIZATION. TRUSTEES ARE ALSO REQUIRED TO DISCLOSE ANNUALLY ANY BUSINESS OR FAMILY RELATIONSHIPS WITH OTHER TRUSTEES AND WITH OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION (IDENTIFIED BY NAME), CONSISTENT WITH THE DISCLOSURE OBLIGATION OF PART VI, LINE 2. TRUSTEES ARE REGULARLY REMINDED OF THEIR OBLIGATION UNDER THE POLICY FOR POTENTIAL TRANSACTIONS. THE POLICY ALSO PROVIDES A PROCESS FOR REVIEW OF POTENTIAL CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15A:THE ORGANIZATION'S COMPENSATION SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION OF THE PRESIDENT AND TOP MANAGEMENT STAFF (INCLUDING OFFICERS AND KEY EMPLOYEES). ALL MEMBERS OF THE COMPENSATION SUBCOMMITTEE ARE INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES. THE ORGANIZATION REGULARLY REVIEWS COMPENSATION STUDIES AND COMPARABILITY ANALYSES, AND SUCH INFORMATION FOR THE OFFICERS AND KEY EMPLOYEES IS MADE AVAILABLE TO THE COMPENSATION SUBCOMMITTEE. THE COMPENSATION SUBCOMMITTEE APPROVES COMPENSATION OF THE PRESIDENT IN ADVANCE AND IN WRITING. COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED BY THE COMPENSATION SUBCOMMITTEE, BUT IS SET BY THE PRESIDENT. IN FY 20 AND CONTINUING IN FY 21, COMPENSATION OF THE PRESIDENT AND TOP MANAGEMENT STAFF WAS REDUCED FOR BUDGETARY REASONS - 30% FOR THE PRESIDENT AND 10% FOR TOP MANAGEMENT STAFF. ADDITIONALLY, ALL EMPLOYEES WERE REQUIRED TO TAKE ONE WEEK OF FURLOUGH DURING FY 21.
FORM 990, PART VI, SECTION C, LINES 18 AND 19:THE ORGANIZATION MAKES DIGITAL COPIES OF THE STATUTORY CHARTER, BYLAWS, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, DONOR BILL OF RIGHTS, FORM 990, AND CURRENT AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE, WWW.SAVINGPLACES.ORG UNDER "OUR WORK", "ABOUT THE NATIONAL TRUST." THESE DOCUMENTS ARE ALSO MADE AVAILABLE TO ANY PERSON IN HARD COPY UPON REQUEST.
FORM 990, PART XI, LINE 9:During the year ended June 30, 2021, contributions receivable decreased by $7.1 million due to a change in the donor's intent.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
National Trust Tours LLC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005261983358TRAVELDE$83,351$186,580NTCIC
National Trust Investment Management
1155 15th Street NW Suite 300WashingtonDC20005811853785Community InvDE$0$784NTCIC
National Trust Equity LLC
1155 15th Street NW Suite 300WashingtonDC20005818121733Community InvDE$0$3,836,109NTCIC
NT Historic Real Estate Equity Fund LLC
1155 15th Street NW Suite 300WashingtonDC20005811911360Community InvDE$0$3,835,667NTCIC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 VIRGINIA AVE NW STE 1100AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd
FieldValueIRS element (for citing)
EIN461405965EIN
Primary Activitieshist. preservPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Statusline 10PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

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

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
National Trust Insurance Services LLC
24 Commerce StreetBaltimoreMD21202200590526Insurance AgeMDNTCICUNRELATED$659,452$163,525falseYes (true)0.99000
Cooper-Molera Preservation LLC
1121 White Rock Rd 205El Dorado HillsCA95762814665814Historic SiteCANTHPRELATED$489,330$7,309,536falsefalse0.98000
National Trust Historic Real Estate Debt
1155 15th Street NW Suite 300WASHINGTONDC20005811911756Community InvDENTHPUNRELATED$0$0falseYes (true)0.99990

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
National Trust Community Investment Corp
1155 15TH STREET NW STE 300WASHINGTONDC20005522267085Community InvDENTHPC CORP$10,967,593$20,555,0061.00000Yes (true)
NT SOLAR INC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005471272855Community InvDENTCICC CORP$2,858,141$973,8431.00000Yes (true)
Greenrock Corporation
200 Lake RoadTarrytownNY10591131929826MaintenanceNYNTHPC Corp$3,680,440$2,366,0531.00000Yes (true)
Charitable Remainder Unitrusts for NTHP
2600 Virginia Ave NW Ste 1100WashingtonDC20037530210807Charitable TrDCNATrust$0$00.00000false
Permanent Unitrust
2600 Virginia Ave NW Ste 1100WashingtonDC20037530210807Charitable TrDCNATrust$0$00.00000false
NT Initial Investor Inc
1155 15th Street NW Ste 300WASHINGTONDC20005273271845Community InvDENTCICC CORP$0$01.00000Yes (true)
NTCIC LIHTC Manager Inc
1155 15th Street NW Ste 300WASHINGTONDC20005274965820Community InvDENTCICC CORP$0$01.00000Yes (true)
NTCIC HTC Invest I Manager Inc
1155 15th Street NW Ste 300WASHINGTONDC20005821167754Community InvDENTCICC CORP$0$01.00000Yes (true)
NTCIC Fund Manager I Inc
1155 15th Street NW Ste 300WASHINGTONDC20005823791474Community InvDENTCICC CORP$0$47,7031.00000Yes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (8 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
National Trust Community Investment Corp
a-iii$658,460BOOK VALUE
Cooper-Molera Preservation LLC
d$4,510,252BOOK VALUE
National Trust Community Investment Corp
d$148,851BOOK VALUE
National Trust Community Investment Corp
o$80,640BOOK VALUE
National Trust Community Investment Corp
q$321,541BOOK VALUE
Greenrock Corporation
q$173,814BOOK VALUE
National Trust Community Investment Corp
s$1,215,825BOOK VALUE
Greenrock Corporation
s$172,078BOOK VALUE

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart III, Column (a):FormAndLineReferenceDesc
Explanation(1) NAME: NATIONAL TRUST INSURANCE SERVICES, LLC EIN: 20-0590526 ADDRESS: 24 COMMERCE STREET, BALTIMORE, MD 21202 (2) NAME: COOPER-MOLERA PRESERVATION, LLC EIN: 81-4665814 ADDRESS: 1121 WHITE ROCK RD, #205 EL DORADO HILLS, CA 95762 (3) NAME: NATIONAL TRUST HISTORIC REAL ESTATE DEBT FUND, LLC EIN: 81-1911756 ADDRESS: 1155 15TH STREET NW, SUITE 300 WASHINGTON, DC 20005ExplanationTxt