2022-04-29T09:08:55-05:00 2021-06-30 BDO USA LLP 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2020-07-01 530210807 National Trust for Historic Preservation In the United States % DENISE WISE NATI 2025886000 2600 VIRGINIA AVENUE NW Suite 1100 Washington DC 20037 LAURA BRACIS CFO 2025886000 2022-04-27 true LAURA BRACIS 999009999 Marc Berger P01871563 7038930600 2 2020 2022-09-23 18:48:47Z PAUL EDMONDSON 2600 VIRGINIA AVENUE NW1100 Washington DC 20037 86595539 false X SAVINGPLACES.ORG X 1949 DC SEE SCHEDULE O. 26 26 335 498 1329682 0 54853483 45761893 3350264 2369864 7894484 18203143 1811003 8869266 67909234 75204166 7716112 10077787 0 0 19761424 16730228 567314 423444 4466616 27645759 23523927 55690609 50755386 12218625 24448780 363613414 455813133 39571402 43942621 324042012 411870512 X 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. false false 18690849 261058 2316906 SEE SCHEDULE O 15546252 9373559 294769 SEE SCHEDULE O 6947993 443170 404695 SEE SCHEDULE O 41185094 true true false true false true true true false true true true false false true true false true false false true true false true true false false true true true false false false false false false false false true true false false true true true true false false true 231 0 true 335 true true true false false false true true true true false false false false false false false false false X 26 26 true false true false true true false true true false false true true true true true true true true true true AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X DENISE WISE 2025886000 2600 VIRGINIA AVENUE NW SUITE 1100 WASHINGTON DC 20037 X Paul Edmondson President & CEO 39.0 1.0 X 370298 0 14762 Katherine Malone-France Chief Preservation Officer 40.0 0.0 X 237340 0 18151 Thompson Mayes Chief Legal Ofcr & Secretary 40.0 0.0 X 221775 0 20261 Geoffrey Handy TO 1220 Chief Marketing Officer 40.0 0.0 X 215040 0 16478 Tabitha Almquist Chief Administrative Officer 40.0 0.0 X 209001 0 10794 Denise Wise VP of Finance & Controller 40.0 0.0 X 187314 0 20262 Thomas Cassidy VP - Gov't Relations/Policy 40.0 0.0 X 185104 0 17590 Marianna Knight VP - Human Resources 40.0 0.0 X 189012 0 10306 Susan Lattanzi VP of Information Technology 40.0 0.0 X 172215 0 15941 Elizabeth Merritt Deputy General Counsel 40.0 0.0 X 172285 0 15488 Patricia Woodworth-820 Interim Chief Fin. 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410818 101272 2676868 261895002 22861617 0.63919 0.60607 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38729 216030 254759 50500627 50755386 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 486393 468490 354883 254759 1564525 250000 250000 250000 250000 1000000 1500000 116090 157572 78660 38729 391051 6 1 25000 0 274402 14500 8955670 210734 true true X X X X 129 953.00 108 13 0 26 true 3081.00 211749 true X X X X true false 252274995 4959759 91713667 1297860 8860037 2271437 336519087 249492859 6128185 8893946 1264073 8627772 2348150 252274995 271911308 4021401 10503482 1236088 10674984 25032260 249492859 262563154 3454987 19007471 1404843 8372955 3336506 271911308 245073534 1367899 31727169 1356301 9234158 5014989 262563154 0.35000 0.54000 0.11000 false false 6714477 2072269 4642208 3272311 1658254 1614057 4589497 3073820 1515677 7771942 INVESTMENT IN SUBSIDIARIES 21284385 C OTHER NON-PUBLIC INVESTMENTS 329566805 F 350851190 0 MONTPELIER FOUNDATION ENDOWMENT 10669932 ENDOWMENT FOR CONGRESSIONAL CE 6718982 DEFERRED RENT 4330093 GIFT ANNUITIES 1909416 OTHER LIABILITIES 1212565 24840988 X 139034862 70491420 965954 -6861660 64595714 74439148 765018 765018 75204166 51206362 965954 965954 50240408 765018 -250040 514978 50755386 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) true Central America and the Caribbean Investments 107745547 Europe (Including Iceland and Greenland) Investments 871417 108616964 108616964 Europe (Including Iceland and Greenland) PRESERVATION 9301 WIRE 1 true false true false true false PART I, LINE 2: THE 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. 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DC 20011 471453864 501(C)(3) 17500 SAVE HISTORIC PLACES MICHIGAN HISTORIC PRESERVATION NETWORK 313 E Cesar E Chaves Ave Lansing MI 48906 386000134 501(C)(3) 16297 SAVE HISTORIC PLACES FILOLI CENTER INC 86 Canada Road Woodside CA 94062 952996648 501(C)(3) 16200 SAVE HISTORIC PLACES WHEATLEY METHODIST PROTESTANT CHURCH 5802 Wheatley Church Rhodesdale MD 21659 842466664 501(C)(3) 15000 SAVE HISTORIC PLACES UNIVERSITY OF MARYLAND ROUTE 1 COLLEGE PARK MD 20742 526002033 501(C)(3) 15000 SAVE HISTORIC PLACES THE UNIVERSITY OF TEXAS OF AUSTIN 110 INNER CAMPUS Dr AUSTIN TX 78712 746000203 501(C)(3) 15000 SAVE HISTORIC PLACES EDISTO ISLAND OPEN LAND TRUST 1 547 Highway 174 Edisto Island SC 29438 571007436 501(C)(3) 15000 SAVE HISTORIC PLACES SAN JUAN COUNTY 117 S Main PO Box 338 Monticello UT 84535 876000305 501(C)(3) 15000 SAVE HISTORIC PLACES ASTRODOME CONSERVANCY 2726 Bissonnet 240-417 Houston TX 77005 813660137 501(C)(3) 15000 SAVE HISTORIC PLACES EBELL FRIENDS 743 S Lucerne Blvd Los Angeles CA 90005 833447161 501(C)(3) 15000 SAVE HISTORIC PLACES PRESERVE RHODE ISLAND 957 North Main St Providence RI 02904 056012417 501(C)(3) 15000 SAVE HISTORIC PLACES URBAN LEAGUE OF DETROIT AND SOUTHEASTERN MI 208 Mack Ave Detroit MI 48201 381358387 501(C)(3) 12000 SAVE HISTORIC PLACES COLORADO SPRINGS CHILD NURSERY CENTERS INC 104 E Rio Grande Colorado Springs CO 80903 840632406 501(C)(3) 10000 SAVE HISTORIC PLACES FRIENDS OF OXMOOR FOUNDATION INC 720 Oxmoor Ave Louisville KY 40222 813737766 501(C)(3) 10000 SAVE HISTORIC PLACES PRESERVATION TEXAS PO Box 12832 Austin TX 78711 752129913 501(C)(3) 10000 SAVE HISTORIC PLACES NATIONAL PRESERVATION PARTNERS NETWORK PO Box 2446 Woburn MA 01888 831010033 501(C)(3) 10000 SAVE HISTORIC PLACES BOSTON PRESERVATION ALLIANCE INC 141 Cambridge St Boston MA 02114 042748390 501(C)(3) 10000 SAVE HISTORIC PLACES CEDAR CREEK BATTLEFIELD FOUNDATION INC 8437 Valley Pike Middletown VA 22645 541474233 501(C)(3) 10000 SAVE HISTORIC PLACES GAYLORD BUILDING HISTORIC SITE 200 W 8th St Lockport IL 60441 831482428 501(C)(3) 10000 SAVE HISTORIC PLACES GREATER UNION LIFE CENTER INC 240 S Clara Ave DeLand FL 32724 371455540 501(C)(3) 10000 SAVE HISTORIC PLACES WASHINGTON TRUST FOR HISTORIC PRESERVATION 1204 Minor Ave Seattle WA 98101 910983680 501(C)(3) 10000 SAVE HISTORIC PLACES DOWNTOWN SPRINGFIELD HERITAGE FOUNDATION 227 S 7th St Springfield IL 62701 371382405 501(C)(3) 10000 SAVE HISTORIC PLACES LIBERTY THEATRE FOUNDATION 405 Balsa LaGrande OR 97850 453781829 501(C)(3) 10000 SAVE HISTORIC PLACES MANASSAS BATTLEFIELD TRUST 12521 Lee Highway Manassas VA 20109 462501374 501(C)(3) 10000 SAVE HISTORIC PLACES BLACKWELL-ISRAEL SAMUEL AME ZION CHURCH 3956 S Langley Ave Chicago IL 60653 363594682 501(C)(3) 8500 SAVE HISTORIC PLACES CLINTON CHURCH RESTORATION 9 Elm Court Great Barrington MA 01230 821322151 501(C)(3) 8500 SAVE HISTORIC PLACES WHITE HOUSE HISTORICAL ASSOCIATION 1610 H St NW Washington DC 20006 520749685 501(C)(3) 8176 SAVE HISTORIC PLACES LOVINGTON MAINSTREET 201 S Main St Lovington NM 88260 850477913 501(C)(3) 8000 SAVE HISTORIC PLACES BRANCH MUSEUM OF ARCHITECTURE AND DESIGN 2501 Monument Ave Richmond VA 23220 546054855 501(C)(3) 8000 SAVE HISTORIC PLACES PRESERVATION PENNSYLVANIA INC 257 North St Harrisburg PA 17101 232219097 501(C)(3) 7866 SAVE HISTORIC PLACES CITY OF HAMMOND 310 E Charles St Hammond LA 70404 720573539 501(C)(3) 7500 SAVE HISTORIC PLACES LOST PROVINCE CENTER FOR THE CULTURAL ARTS PO Box 224 Lansing NC 28643 825326511 501(C)(3) 7500 SAVE HISTORIC PLACES UNIVERSITY OF CALIFORNIA BERKELEY 2195 HEARST Ave RM 159 BERKELEY CA 94720 946002123 501(C)(3) 7500 SAVE HISTORIC PLACES FRIENDS OF ALICE AUSTEN HOUSE 2 Hylan Blvd Staten Island NY 10305 133248928 501(C)(3) 7500 SAVE HISTORIC PLACES CHEVRA KOL ISRAEL 603 Saint Johns Place Brooklyn NY 11238 113415616 501(C)(3) 7500 SAVE HISTORIC PLACES HISTORIC CHERRY HILL 523 1/2 S Pearl St Albany NY 12202 141482741 501(C)(3) 7500 SAVE HISTORIC PLACES TULANE UNIVERSITY 7029 Freret St New Orleans LA 70118 720423889 501(C)(3) 7500 SAVE HISTORIC PLACES CLEVELAND RESTORATION SOCIETY 3751 Prospect Ave Cleveland OH 44115 237218767 501(C)(3) 7500 SAVE HISTORIC PLACES UNIVERSITY OF COLORADO DENVER CAMPUS BX 125 PO BX 173364 DENVER CO 80217 846000555 501(C)(3) 7500 SAVE HISTORIC PLACES KLEIN ARTS & CULTURE 4206 Wayfarer Way Austin TX 78731 832840605 501(C)(3) 7500 SAVE HISTORIC PLACES COLEBROOKDALE RAILROAD PRESERVATION TRUST 100 South Chestnut St Boyertown PA 19512 454265442 501(C)(3) 7500 SAVE HISTORIC PLACES FRIENDS OF THE EMBASSY THEATRE INC c/o 114 2nd Ave Burnham PA 17009 251663561 501(C)(3) 7500 SAVE HISTORIC PLACES HOLT'S CHAPEL COMMUNITY CENTER INC 136 Janerio Rd PO Bx 616 Oriental NC 28571 461315326 501(C)(3) 6500 SAVE HISTORIC PLACES HISTORIC HAWAII FOUNDATION 680 Iwilei Rd Honolulu HI 96817 237441972 501(C)(3) 6484 SAVE HISTORIC PLACES LINCOLN COUNTY 181 North Main St Pioche NV 89043 886000094 501(C)(3) 5920 SAVE HISTORIC PLACES GLESSNER HOUSE MUSEUM 1800 S Prairie Ave Chicago IL 60616 363985457 501(C)(3) 5500 SAVE HISTORIC PLACES MUSEUM OF NEW MEXICO FOUNDATION 1411 Paseo de Peralta SantaFe NM 87501 850202503 501(C)(3) 5500 SAVE HISTORIC PLACES ELK COUNTY PRESERVATION SOCIETY INC 1533 Killdeer Howard KS 67349 834159507 501(C)(3) 5300 SAVE HISTORIC PLACES 121 20 WANDA J'S, INC. 40000 ALMEAD H. STUTTS 40000 MARIA A. AGUILAR DBA CASA VICKY 40000 MARY ALICE MCCLELLAN DBA JOHN'S PLACE 40000 JAMES AND ADRIENNE HENDERSON 40000 PART I, LINE 2: Grant 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. X X X X X false false false false false false false false false Paul Edmondson President & CEO 368012 0 0 0 2286 0 14000 0 762 0 385060 0 0 0 Thompson Mayes Chief Legal Ofcr & Secretary 220587 0 0 0 1188 0 11350 0 8911 0 242036 0 0 0 Patricia Woodworth-820 Interim Chief Fin. Officer 154038 0 0 0 14201 0 8413 0 508 0 177160 0 0 0 Ross Bradford Assistant Corporate Secretary 146050 0 0 0 120 0 7497 0 6606 0 160273 0 0 0 Katherine Malone-France Chief Preservation Officer 237070 0 0 0 270 0 11518 0 6633 0 255491 0 0 0 Geoffrey Handy TO 1220 Chief Marketing Officer 191269 0 0 0 23771 0 11250 0 5228 0 231518 0 0 0 Tabitha Almquist Chief Administrative Officer 208731 0 0 0 270 0 10032 0 762 0 219795 0 0 0 Lynn English Chief Development Officer 163111 0 0 0 621 0 0 0 1754 0 165486 0 0 0 Dennis Hockman Acting Chief Marketing Officer 144215 0 0 0 188 0 7671 0 8826 0 160900 0 0 0 Denise Wise VP of Finance & Controller 186900 0 0 0 414 0 9508 0 10754 0 207576 0 0 0 Thomas Cassidy VP - Gov't Relations/Policy 183001 0 0 0 2103 0 10989 0 6601 0 202694 0 0 0 Marianna Knight VP - Human Resources 188300 0 0 0 712 0 9560 0 746 0 199318 0 0 0 Susan Lattanzi VP of Information Technology 171847 0 0 0 368 0 9208 0 6733 0 188156 0 0 0 Elizabeth Merritt Deputy General Counsel 170365 0 0 0 1920 0 8781 0 6707 0 187773 0 0 0 X 38 826681 Stock gifts X 12 0 N/A X Other donated goods 47 15532 FMV false true false 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. 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. 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