FURP.ORG / PUBLIC DATA EXPLORER

NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES (EIN 53-0210807)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-10
IRS object ID
202101309349300510
Schema version
2019v5.1
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)
Return2021-05-10T07:07:03-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 Begin2019-07-01TaxPeriodBeginDt

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 STE 1100AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURA BRACISPersonNm
Person TitleCFOPersonTitleTxt
Phone2025886000PhoneNum
Signature2021-04-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMarc BergerPreparerPersonNm
PTINP01871563PTIN
Phone7038930600PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
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 NW 1100AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$84,741,140GrossReceiptsAmt
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 Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee375TotalEmployeeCnt
Total Volunteers540TotalVolunteersCnt
Total Gross UBI$944,218TotalGrossUBIAmt
PY Contributions Grants$39,569,269PYContributionsGrantsAmt
CY Contributions Grants$54,853,483CYContributionsGrantsAmt
PY Program Service Revenue$5,057,609PYProgramServiceRevenueAmt
CY Program Service Revenue$3,350,264CYProgramServiceRevenueAmt
PY Investment Income$16,484,676PYInvestmentIncomeAmt
CY Investment Income$7,894,484CYInvestmentIncomeAmt
PY Other Revenue$2,846,230PYOtherRevenueAmt
CY Other Revenue$1,811,003CYOtherRevenueAmt
PY Total Revenue$63,957,784PYTotalRevenueAmt
CY Total Revenue$67,909,234CYTotalRevenueAmt
PY Grants And Similar Paid$8,360,173PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,716,112CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$22,893,889PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$19,761,424CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$535,961PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$567,314CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$5,382,721CYTotalFundraisingExpenseAmt
PY Other Expenses$28,448,407PYOtherExpensesAmt
CY Other Expenses$27,645,759CYOtherExpensesAmt
PY Total Expenses$60,238,430PYTotalExpensesAmt
CY Total Expenses$55,690,609CYTotalExpensesAmt
PY Revenues Less Expenses$3,719,354PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$12,218,625CYRevenuesLessExpensesAmt
Total Assets BOY$354,581,540TotalAssetsBOYAmt
Total Assets EOY$363,613,414TotalAssetsEOYAmt
Total Liabilities BOY$44,745,878TotalLiabilitiesBOYAmt
Total Liabilities EOY$39,571,402TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$309,835,662NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$324,042,012NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe National Trust for Historic Preservation 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$20,202,976ExpenseAmt
Grant$735,490GrantAmt
Revenue$2,654,445RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$13,255,505ExpenseAmt
Grant$5,468,791GrantAmt
Revenue$475,592RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$10,553,483ExpenseAmt
Grant$1,511,830GrantAmt
Revenue$960,900RevenueAmt
DescSEE SCHEDULE ODesc
FieldValueIRS element (for citing)
Total Program Service Expenses$44,011,964TotalProgramServiceExpensesAmt
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 IndividualsfalseGrantsToIndividualsInd
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 MemYes (true)BusinessRlnWithOrgMemInd
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 Document525IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee375EmployeeCnt
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 Members25GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
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
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

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 (41 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Paul Edmondson
President & CEO39.01.0Yes (X)$416,015$0$15,025
Kimberly Skelly To 120
Chief Development Officer40.00.0$243,538$0$23,906Yes (X)
Carla Washinko To 419
Chief Financial Officer40.00.0$247,576$0$8,789Yes (X)
Katherine Malone-France
Chief Preservation Officer40.00.0$226,471$0$18,414Yes (X)
Thompson Mayes
Chief Legal Ofcr & Secretary40.00.0Yes (X)$216,990$0$20,524
Barbara Pahl
Senior VP - Field Offices40.00.0$218,758$0$17,925Yes (X)
Geoffrey Handy
Chief Marketing Officer40.00.0$217,539$0$17,010Yes (X)
Thomas Cassidy
VP - Gov't Relations/Policy40.00.0$205,161$0$17,898Yes (X)
Tabitha Almquist
Chief Administrative Officer40.00.0$196,753$0$16,872Yes (X)
Marianna Knight
VP - Human Resources40.00.0$191,897$0$10,556Yes (X)
Denise Wise
VP of Finance & Controller40.00.0$176,785$0$20,480Yes (X)
Andrew Simpson
VP - Marketing40.00.0$176,658$0$18,440Yes (X)
Patricia Woodworth
Interim Chief Fin. Officer40.00.0Yes (X)$169,092$0$9,096
Ross Bradford
Assistant Corporate Secretary40.00.0Yes (X)$145,564$0$14,299
David Brown To 319
Chief Preservation Officer40.00.0$126,344$0$8,180Yes (X)
Anne Nelson
Assistant Corporate Secretary40.00.0Yes (X)$116,642$0$12,620
Tim Whalen
Trustee, Chair2.00.0Yes (X)$0$0$0Yes (X)
Susan Chapman-Hughes
Trustee, Vice-Chair2.00.0Yes (X)$0$0$0Yes (X)
Jay Clemens
Trustee, Vice-Chair2.00.0Yes (X)$0$0$0Yes (X)
Christina Lee Brown
Trustee2.00.0$0$0$0Yes (X)
Linda Bruckheimer
Trustee2.00.0$0$0$0Yes (X)
Laura Bush
Trustee2.00.0$0$0$0Yes (X)
Laurence 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)
Kevin Gover
Trustee2.00.0$0$0$0Yes (X)
Luis 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)
Martha Nelson
Trustee2.00.0$0$0$0Yes (X)
Charles Royce
Trustee2.00.0$0$0$0Yes (X)
Fernando Lloveras San Miguel
Trustee2.00.0$0$0$0Yes (X)
Lisa See
Trustee2.00.0$0$0$0Yes (X)
G Jackson Tankersley
Trustee2.00.0$0$0$0Yes (X)
Phoebe Tudor
Trustee2.00.0$0$0$0Yes (X)
Jean Follett
Ex Officio Trustee2.00.0$0$0$0Yes (X)
Donna Colson
Ex Officio Trustee2.00.0$0$0$0Yes (X)
Kirk Huffaker
Ex Officio Trustee2.00.0$0$0$0Yes (X)
Edward Passarelli
Ex Officio Trustee2.00.0$0$0$0Yes (X)
Kaywin Feldman
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$3,291,783TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$250,034TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K58IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
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
BEACONFIRE RED
2300 CLARENDON BLVD SUITE 925ARLINGTONVA22201Digital Marketing$526,999
NATIONAL GEOGRAPHIC
PO Box 417131BOSTONMA02241MARKETING$488,441
BDO USA LLP
PO BOX 642743PITTSBURGHPA152642743Audit & Tax Services$331,051
EIDOLON COMMUNICATIONS INC
247 Municipal RoadERWINNAPA18920Fundraising Services$284,550
DATAPRISE INC
PO Box 62550BALTIMOREMD21264IT services$275,288
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K11CntrctRcvdGreaterThan100KCnt
Federated Campaigns$9,899FederatedCampaignsAmt
Fundraising$17,554FundraisingAmt
Government Grants$687,652GovernmentGrantsAmt
All Other Contributions$54,138,378AllOtherContributionsAmt
Noncash Contributions$3,408,004NoncashContributionsAmt
Total Contributions$54,853,483TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
DUES900099
CONTRACT SERVICES/COMMISSIONS900099$309,430$309,430$0$0
ADMISSION AND SPECIAL EVENTS900099$2,253,173$2,051,884$201,289$0
ADVERTISING541800$522,524$0$522,524$0
REIMBURSEMENT OF EXPENSES900099$265,137$265,137$0$0
FieldValueIRS element (for citing)
Total Program Service Revenue$3,350,264TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,609,143TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,609,143ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$677,773TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$53,616UnrelatedBusinessRevenueAmt
Exclusion$624,157ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,769,480RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,272,383RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$497,097RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$497,097TotalRevenueColumnAmt
Exclusion$497,097ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$20,585,727SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$14,300,386SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,285,341SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,285,341TotalRevenueColumnAmt
Exclusion$6,285,341ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$17,839FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$17,554ContriRptFundraisingEventAmt
Fundraising Direct Expenses$36,099FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$18,260TotalRevenueColumnAmt
Exclusion-$18,260ExclusionAmt
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$466,615GrossSalesOfInventoryAmt
Cost Of Goods Sold$223,038CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$243,577TotalRevenueColumnAmt
Unrelated Business Revenue$166,789UnrelatedBusinessRevenueAmt
Exclusion$76,788ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
INSURANCE REPAYMENTS900099$239,342$0$0$239,342
SALE OF PROPERTY900099$160,684$0$0$160,684
MISC INCOME900099$10,790$0$0$10,790
FieldValueIRS element (for citing)
Other Revenue Total$410,816OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$67,909,234TotalRevenueColumnAmt
Related Or Exempt Func Income$2,626,451RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$944,218UnrelatedBusinessRevenueAmt
Exclusion$9,485,082ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$7,695,283TotalAmt
Program Services$7,695,283ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$20,829TotalAmt
Program Services$20,829ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,541,819TotalAmt
Program Services$1,884,721ProgramServicesAmt
Management And General$1,200,858ManagementAndGeneralAmt
Fundraising$456,240FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$13,688,470TotalAmt
Program Services$9,676,804ProgramServicesAmt
Management And General$1,377,687ManagementAndGeneralAmt
Fundraising$2,633,979FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$235,411TotalAmt
Program Services$176,307ProgramServicesAmt
Management And General$20,553ManagementAndGeneralAmt
Fundraising$38,551FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,039,476TotalAmt
Program Services$742,399ProgramServicesAmt
Management And General$135,052ManagementAndGeneralAmt
Fundraising$162,025FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,256,248TotalAmt
Program Services$880,281ProgramServicesAmt
Management And General$180,843ManagementAndGeneralAmt
Fundraising$195,124FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$111,621TotalAmt
Program Services$106,986ProgramServicesAmt
Management And General$4,635ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$240,405TotalAmt
Program Services$0ProgramServicesAmt
Management And General$234,605ManagementAndGeneralAmt
Fundraising$5,800FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$567,314TotalAmt
Fundraising$567,314FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$845,231TotalAmt
Program Services$674,163ProgramServicesAmt
Management And General$171,068ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,876,321TotalAmt
Program Services$2,345,422ProgramServicesAmt
Management And General$502,835ManagementAndGeneralAmt
Fundraising$28,064FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$427,658TotalAmt
Program Services$311,144ProgramServicesAmt
Management And General$62,643ManagementAndGeneralAmt
Fundraising$53,871FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,235,052TotalAmt
Program Services$861,734ProgramServicesAmt
Management And General$209,233ManagementAndGeneralAmt
Fundraising$164,085FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,740,086TotalAmt
Program Services$2,078,793ProgramServicesAmt
Management And General$217,840ManagementAndGeneralAmt
Fundraising$443,453FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$660,834TotalAmt
Program Services$535,176ProgramServicesAmt
Management And General$57,292ManagementAndGeneralAmt
Fundraising$68,366FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$491,812TotalAmt
Program Services$491,812ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$250,392TotalAmt
Program Services$143,788ProgramServicesAmt
Management And General$98,506ManagementAndGeneralAmt
Fundraising$8,098FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,632,476TotalAmt
Program Services$246,709ProgramServicesAmt
Management And General$1,385,767ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$770,697TotalAmt
Program Services$595,395ProgramServicesAmt
Management And General$172,155ManagementAndGeneralAmt
Fundraising$3,147FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
REAL ESTATE$9,539,147$9,539,147$0$0
PRINTING$1,978,655$1,697,611$4,292$276,752
POSTAGE$1,250,223$1,074,821$17,797$157,605
PROPERTY DEVELOPMENT$1,023,570$1,023,570$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,571,579TotalAmt
Program Services$1,209,069ProgramServicesAmt
Management And General$242,263ManagementAndGeneralAmt
Fundraising$120,247FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$55,690,609TotalAmt
Program Services$44,011,964ProgramServicesAmt
Management And General$6,295,924ManagementAndGeneralAmt
Fundraising$5,382,721FundraisingAmt
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$16,857,337BOYAmt
EOY$16,958,270EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$45,126,899BOYAmt
EOY$23,422,438EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,524,933BOYAmt
EOY$2,923,148EOYAmt

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$461,012BOYAmt
EOY$471,596EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$801,386BOYAmt
EOY$522,648EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$16,943,666LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$8,464,389LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$9,843,196BOYAmt
EOY$8,479,277EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$37,403,756BOYAmt
EOY$44,278,223EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$241,570,162BOYAmt
EOY$266,006,438EOYAmt

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$992,859BOYAmt
EOY$551,376EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$354,581,540BOYAmt
EOY$363,613,414EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,909,251BOYAmt
EOY$8,422,484EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$8,005,258BOYAmt
EOY$8,424,462EOYAmt

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$1,338,616BOYAmt
EOY$1,311,540EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$5,614,439BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$21,878,314BOYAmt
EOY$21,412,916EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$44,745,878BOYAmt
EOY$39,571,402EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$103,622,249BOYAmt
EOY$96,001,444EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$206,213,413BOYAmt
EOY$228,040,568EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$309,835,662BOYAmt
EOY$324,042,012EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$354,581,540BOYAmt
EOY$363,613,414EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$12,218,625ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,987,725NetUnrlzdGainsLossesInvstAmt
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$26,018,553CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,300,800CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,970,800CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,485,669CurrentTaxYearMinus1YearAmt
Current Tax Year$54,853,482CurrentTaxYearAmt
Total$210,629,304TotalAmt

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$26,018,553CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,300,800CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,970,800CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,485,669CurrentTaxYearMinus1YearAmt
Current Tax Year$54,853,482CurrentTaxYearAmt
Total$210,629,304TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$63,956,095SubstantialContributorsTotAmt
Public Support Total170$146,673,209PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,870,870CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,332,079CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,133,752CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,476,418CurrentTaxYearMinus1YearAmt
Current Tax Year$2,286,915CurrentTaxYearAmt
Total$28,100,034TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
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$701,190CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,494,689CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$217,551CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$452,538CurrentTaxYearMinus1YearAmt
Current Tax Year$410,818CurrentTaxYearAmt
Total$3,276,786TotalAmt
FieldValueIRS element (for citing)
Total Support$242,006,124TotalSupportAmt
Gross Receipts Rltd Activities$28,430,659GrossReceiptsRltdActivitiesAmt
Public Support CY1700.60607PublicSupportCY170Pct
Public Support PY1700.57747PublicSupportPY170Pct
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$78,660FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$276,223FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$354,883FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$55,335,726FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$55,690,609FilingOrganizationsTotalAmt

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$329,059CurrentYearMinus3Amt
Current Year Minus2$486,393CurrentYearMinus2Amt
Current Year Minus1$468,490CurrentYearMinus1Amt
Current Year$354,883CurrentYearAmt
Total$1,638,825TotalAmt

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$171,856CurrentYearMinus3Amt
Current Year Minus2$116,090CurrentYearMinus2Amt
Current Year Minus1$157,572CurrentYearMinus1Amt
Current Year$78,660CurrentYearAmt
Total$524,178TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held6DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held1FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$0DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$0FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$262,350DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$15,089FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$6,821,693DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$161,091FundsAndOtherAccountsVlEOYAmt
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 Easements128TotalEasementsCnt
Total Acreage953.11TotalAcreageCnt
Historic Structure Easements107HistoricStructureEasementsCnt
Historic Strctr Easements Aftr12HistoricStrctrEasementsAftrCnt
States Easements Held26StatesEasementsHeldCnt
Written Policy MonitoringYes (true)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement3940.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$224,704ExpensesIncurredEnforcementAmt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$270,110,391BeginningYearBalanceAmt
Contributions$1,387,561ContributionsAmt
Investment Earnings Or Losses-$7,987,480InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,563,495GrantsOrScholarshipsAmt
Other Expenditures$15,691,433OtherExpendituresAmt
Administrative Expenses$1,182,010AdministrativeExpensesAmt
End Year Balance$245,073,534EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.35000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.38000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.27000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,770,359OtherCostOrOtherBasisAmt
Depreciation$1,917,483DepreciationAmt
Book Value$4,852,876BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,287,261OtherCostOrOtherBasisAmt
Depreciation$1,461,394DepreciationAmt
Book Value$1,825,867BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,886,046OtherCostOrOtherBasisAmt
Depreciation$5,085,512DepreciationAmt
Book Value$1,800,534BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$8,479,277TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INVESTMENT IN SUBSIDIARIES$17,453,723C
OTHER NON-PUBLIC INVESTMENTS$248,552,715F
FieldValueIRS element (for citing)
Total Book Value Securities$266,006,438TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (11 entries)

DescDescAmtAmt
ENDOWMENT FOR MONTPELIER$8,634,380
ENDOWMENT FOR CONGRESSIONAL CE$5,105,978
DEFERRED RENT$4,655,072
GIFT ANNUITIES$1,972,654
457B PLAN BALANCE$363,056
CHARITABLE REMAINDER TRUSTS$317,861
ENDOWMENT FOR BELLE GROVE$257,970
ENDOWMENT HELD FOR NMSC$52,405
EMERSON SCHOOL DEPOSIT RESERVE$20,028
NELLY'S NEEDLERS LIABILITY$17,383
POOLED INCOME FUND LIABILITY$16,129
FieldValueIRS element (for citing)
Total Liability$21,412,916TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$71,134,000TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,987,725NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$1,823,135DonatedServicesAndUseFcltsAmt
Other Revenue$259,136OtherRevenueAmt
Revenue Not Reported$4,069,996RevenueNotReportedAmt
Revenue Subtotal$67,064,004RevenueSubtotalAmt
Investment Expenses Not Incld$845,230InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$845,230RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$67,909,234TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$56,927,651TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$1,823,136DonatedServicesUseFcltsAmt
Expenses Not Reported$1,823,136ExpensesNotReportedAmt
Expenses Subtotal$55,104,515ExpensesSubtotalAmt
Investment Expenses Not Incld2$845,230InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$259,136OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$586,094ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$55,690,609TotalExpensesPerForm990Amt

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 designed 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 chartitable 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 the variety of 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, 2017 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. ASC 740 ALSO REQUIRES THAT DEFERRED INCOME TAXES BE RECOGNIZED FOR THE DIFFERENCE BETWEEN THE FINANCIAL AND TAX-REPORTING BASIS OF ASSETS AND LIABILITIES USING ENACTED TAX RATES AND LAWS THAT ARE EXPECTED TO BE IN EFFECT WHEN DIFFERENCES ARE EXPECTED TO REVERSE.
PART XI, LINE 4B:Cost of Goods Sold: $(223,038) Special Event Expense: (36,098) Total: $(259,136)
PART XII, LINE 2D:Cost of Goods Sold: 223,038 Special Event Expense: 36,098 Total: $ 259,136

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$75,356,962
Europe (Including Iceland and Greenland)Investments$1,011,039
FieldValueIRS element (for citing)
Subtotal Spent$76,368,001SubtotalSpentAmt
Total Spent$76,368,001TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Europe (Including Iceland and Greenland)Preservation$12,000WIRE
Europe (Including Iceland and Greenland)PRESERVATION$8,829WIRE
FieldValueIRS element (for citing)
Total Other Org2TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationThe Climate Heritage Network is a voluntary, mutual support network of arts, culture, and heritage organizations committed to aiding their communities in tackling climate change and achieving the ambitions of the Paris Agreement. The National Trust supported the launch of this new network by awarding a $12,000 grant to ICOMOS to support a two-day program (October 24-25, 2019) in Edinburgh, Scotland devoted to mobilizing the arts, culture, and heritage sectors for climate action across the globe. The International National Trust Organization (INTO) is an association of National Trusts from throughout the world. As one of the oldest and largest National Trusts, NTHP 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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmtGross ReceiptsGrossReceiptsAmt
BEACONFIRE RED
2300 Clarendon Blvd Suite 925ARLINGTONVA22201ONLINE Fundraisingfalse$276,314-$276,314
EIDOLON COMMUNICATIONS INC
15 Maiden Lane Suite 1401NEW YORKNY10038DIRECT MARKETINGfalse$198,000-$198,000
INTEGRAL-DC LLC
1350 CONNECTICUT AVE NW STE 206WASHINGTONDC20036DIRECT MARKETINGfalse$93,000-$93,000$0
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$567,314TotalRetainedByContractorsAmt
Total Net To Organization-$567,314TotalNetToOrganizationAmt
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 StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1WOODLAWN EVENTEvent1Nm
Gross Receipts Event1$30,708GrossReceiptsEvent1Amt
Charitable Contri Event1$14,629CharitableContriEvent1Amt
Gross Revenue Event1$16,079GrossRevenueEvent1Amt
Other Direct Expenses Event1$25,259OtherDirectExpensesEvent1Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$30,708GrossReceiptsTotalAmt
Charitable Contributions Tot$14,629CharitableContributionsTotAmt
Gross Revenue Total Events$16,079GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$25,259OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$25,259DirectExpenseSummaryEventsAmt
Net Income Summary-$9,180NetIncomeSummaryAmt

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 (114 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
ASSN FOR THE PRESERV OF THE CONGRESSIONAL
PO Box 1059Ohkay OwingehNM87566850446828501(c)(3)$349,088Save Historic Places
BROAD BAY CONGREGATIONAL
PO Box 161WaldoboroME04572010389572501(c)(3)$250,000Save Historic Places
DIVINE REDEEMER PRESBYTERIAN CHURCH
407 N CalaverasSan AntonioTX78207741903903501(c)(3)$250,000Save Historic Places
FIRST CHURCH IN OBERLIN
106 N Main StOberlinOH44074346001059501(c)(3)$250,000Save Historic Places
JUDSON MEMORIAL CHURCH
239 Thompson StreetNew YorkNY10012132664489501(c)(3)$250,000Save Historic Places
ROSSIA INC
PO Box 212315AnchorageAK99521710879791501(c)(3)$250,000Save Historic Places
ST JOAN ARC CATHOLLC CHURCH INDIANAPOLIS
4217 Central AveIndianapolisIN46205350901290501(c)(3)$250,000Save Historic Places
CHURCH OF EPIPHANY
2808 Altura StLos AngelesCA90031956062483501(c)(3)$250,000Save Historic PlacesC/O BETHEL WOOD CENTER FOR THE ARTS
PATRONATO ST XAVIER
POBox 522TucsonAZ85746742354509501(c)(3)$250,000Save Historic Places
MONTPELIER FOUNDATION
PO Box 911OrangeVA22960311620682501(c)(3)$243,699Save Historic Places
FIRST PRESBYTERIAN CHURCH
208 Grant AvenueSanta FeNM87501850125823501(c)(3)$230,000Save Historic Places
GAYLORD BUILDING HISTORIC SITE
200 W 8TH STLOCKPORTIL60441831482428501(c)(3)$214,401Save Historic Places
SOCIETY FOR PRESOF WEEKSVILLE & BEDFORD
158 Buffalo AvenueBrooklynNY11213237330454501(c)(3)$200,000Save Historic Places
MAIN STREET MOUNT PLEASANT
124 S Main StMount PleasantIA52641421124755501(c)(3)$165,000Save Historic Places
BETTER DAYS 2020
5513 W 11000 N Ste 515HighlandUT84003814071025501(c)(3)$160,000Save Historic Places
CASA BELVEDERETHE ITALIAN CULTURAL FOUNDATION
79 Howard AvenueStaten IslandNY10301264411728501(c)(3)$160,000Save Historic Places
CHESTER COUNTY HISTORICAL SOCIETY
225 N High StW ChesterPA19380231371942501(c)(3)$160,000Save Historic Places
ASTORIA ARTS & MOVEMENT CENTER
342 10th stAstoriaOR97103472409238501(c)(3)$150,000Save Historic Places8th FLOOR
BLACK AMERICAN WEST MUSEUM
3091 California StDenverCO80205846117163501(c)(3)$150,000Save Historic Places
LAKE ERIE COLLEGE
391 W Washington StPainesvilleOH44077340733165501(c)(3)$150,000Save Historic Places
EMANUEL AFRICAN METHODIST EPISCOPAL CHURCH
110 Calhoun StreetCharlestonSC29401570575525501(c)(3)$150,000Save Historic Places
HISTORIC KANSAS CITY
234 W 10th StKansas CityMO64105237368504501(c)(3)$134,500Save Historic Places
MONROE COUNTY HERITAGE MUSEUM
31 North Alabama AveMonroevilleAL36460631085886501(c)(3)$125,000Save Historic Places
EMMETT TILL MEMORIAL COMMISSION
300 Cassidy StSumnerMS38957272895136501(c)(3)$120,000Save Historic Places
CLIVEDEN INC
6401 Germantown AvePhiladelphiaPA19144232232675501(c)(3)$106,175Save Historic Places
GREATER UNION LIFE CENTER INC
240 S Clara AveDeLandFL32724371455540501(c)(3)$100,000Save Historic PlacesSUITE 225
NORTH CHRISTIAN CHURCH
850 Tipton LaneColumbusIN47201350992119501(c)(3)$100,000Save Historic Places
UNITED BAPT CHURCH POULTNEY
PO Box 601PoultneyVT05764030306898501(c)(3)$100,000Save Historic Places
URBAN JUNCTURE FOUNDATION
300 East 51st StreetChicagoIL60615272446701501(c)(3)$100,000Save Historic Places
EDISTO ISLAND OPEN LAND TRUST INC
PO Box 1 547 HhwyEdisto IslandSC29438571007436501(c)(3)$90,000Save Historic Places
FND PRESERVATION OF 108 S JACKSON ST
108 South Jackson StJanesvilleWI53548391824893501(c)(3)$89,330Save Historic PlacesPO BOX 213
MUSEUM OF AFRICAN-AMERICAN HISTORY
31 Milk Street Suite 705BostonMA02109042429556501(c)(3)$88,000Save Historic Places
ATLANTA BRANCH OF ASALH INC
2897 N Druid Hills RdAtlantaGA30329474259386501(c)(3)$75,000Save Historic Places
BAY AREA COMMUNITY LAND TRUST
P O Box 2652BerkeleyCA94702205420298501(c)(3)$75,000Save Historic Places
CLINTON CHURCH RESTORATION INC
PO Box 1075 9 Elm CtBarringtonMA01230821322151501(c)(3)$75,000Save Historic PlacesABERNATHY ELEM
ENRICHMOND FOUNDATION
100 North 17th StRichmondVA23219541610700501(c)(3)$75,000Save Historic Places
OATLANDS INC
20850 Oatlands Plnton LnLeesburgVA20175541118636501(c)(3)$72,279Save Historic Places
PRESERVATION RESOURCE CENTER OF NEW ORLEANS
923 Tchoupitoulas StNew OrleansLA70130720760857501(c)(3)$63,000Save Historic Places
TEXAS A&M UNIVERSITY
3137 TAMUcollege stationTX77843746000531501(c)(3)$60,000Save Historic Places
VIRGINIA HUMANITIES
145 Ednam DriveCharlottesvilleVA22903541435523501(c)(3)$60,000Save Historic Places
NEVADA PRESERVATION FOUNDATION
330 W Washington AveLas VegasNV89106463397538501(c)(3)$55,000Save Historic PlacesSTE 500W
ALABAMA HISTORICAL COMMISSION
468 South Perry StreetMontgomeryAL36104636000619501(c)(3)$50,000Save Historic PlacesNO 256
OREGON BLACK PIONEERS CORPORATION
117 Commercial St NE Rm 210SalemOR97301931156374501(c)(3)$50,000Save Historic Places
PAULI MURRAY CENTER
PO Box 541DurhamNC27702454926223501(c)(3)$50,000Save Historic Places
PRESERVATION SOCIETY OF NEWPORT COUNTY
424 Bellevue AvenueNewportRI02840050252708501(c)(3)$50,000Save Historic Places
SOUTH CAROLINA AFRICAN AMERHERIT FND
PO Box 1053HartsvilleSC29551261280649501(c)(3)$50,000Save Historic PlacesSTE 248
HARRIET TUBMAN HOME INC
180 South StreetAuburnNY13021161534405501(c)(3)$50,000Save Historic PlacesC/O COMMUNITY FOUNDATION FUND INC
PRESIDENT LINCOLN'S COTTAGE AT THE SOLDIERS HOME
3700 N Capitol St NWWashingtonDC20011471453864501(c)(3)$25,230Save Historic Places
THE CHURCH HILL THEATRE INC
103 Walnut St Box 91Church HillMD21623521350573501(c)(3)$25,000Save Historic Places
WHEATLAND UNITED METHODIST CHURCH
8000 S Hampton RoadDallasTX75232751325931501(c)(3)$25,000Save Historic PlacesSTE 102
ARCHAEOLOGY SOUTHWEST
300 North Ash AlleyTucsonAZ85701860640183501(c)(3)$25,000Save Historic Places
FILOLI CENTER INC
86 Canada RoadWoodsideCA94062952996648501(c)(3)$23,584Save Historic Places
TOWN OF HURLOCK
PO Box 327 Charles StHurlockMD21643520852017501(c)(3)$22,000Save Historic Places
PRESERVATION VIRGINIA
204 West Franklin StreetRichmondVA23220540568800501(c)(3)$20,000Save Historic Places
KENT COUNTY ARTS COUNCIL
PO Box 330ChestertownMD21620521236800501(c)(3)$19,000Save Historic Places
HISTORIC WHIDBEY
82 S Ebey RdCoupevilleWA98239463720372501(c)(3)$17,000Save Historic Places
THE ARCHAEOLOGICAL CONSERVANCY
1717 Girard Blvd NEAlbuquerqueNM87106953403273501(c)(3)$15,000Save Historic PlacesSUITE 1000
AUGUSTA COLONIAL THEATER
295 Water StreetAugustaME04330453012131501(c)(3)$15,000Save Historic Places
CAMBRIDGEPORT NEIGHBORHOOD ASSOCIATION INC
202 Hamilton StCambridgeMA02139203299641501(c)(3)$15,000Save Historic Places
HISTORIC OAKLAND FOUNDATION INC
248 Oakland Avenue SEAtlantaGA30312581276032501(c)(3)$15,000Save Historic Places
MANITOGA INC
PO Box 249GarrisonNY10524133221841501(c)(3)$15,000Save Historic Places
OHKAY OWINGEH HOUSING AUTHORITY
PO Box 1059Ohkay OwingehNM87566850446828501(c)(3)$15,000Save Historic Places
STEEPLE SQUARE
PO Box 3188DubuqueIA52004464898142501(c)(3)$15,000Save Historic Places
BELLE GROVE INC
PO Box 537MiddletownVA22645541047175501(c)(3)$12,624Save Historic PlacesSUITE 200
DOWNTOWN PARTNERS INC
610 N 4th St 200BurlingtonIA52601421449669501(c)(3)$12,500Save Historic Places
FAIRMOUNT PARK CONSERVANCY
1617 JFK BlvdPhiladelphiaPA19103232703821501(c)(3)$12,100Save Historic Places
DRAYTON HALL PRESERVATION TRUST
3380 Ashley River RoadCharlestonSC29414454938941501(c)(3)$10,530Save Historic PlacesSUITE 105
ANN NORTON SCULPTURE GARDENS
253 Barcelona RdW Palm BeachFL33401591874060501(c)(3)$10,000Save Historic Places
ASTORIA DOWNTOWN HIST DIST ASSOCIATION
PO Box 261AstoriaOR97103930878314501(c)(3)$10,000Save Historic PlacesRM 235
AUSTIN COMMUNITY FOUNDATION
4315 Guadalupe StAustinTX78751741934031501(c)(3)$10,000Save Historic Places
CITY OF NEW BERN
300 Pollock StNew BernNC28563566000235501(c)(3)$10,000Save Historic Places
CITY OF PADUCAH KY
300 South 5th StPaducahKY42002616001891501(c)(3)$10,000Save Historic Places
COLORADO HISTORICAL FOUNDATION
PO Box 363GoldenCO80402846043555501(c)(3)$10,000Save Historic Places
DOWNTOWN PAINESVILLE ORGANIZATION
47 S State StreetPainesvilleOH44077841716245501(c)(3)$10,000Save Historic Places
DOWNTOWN WOMEN'S CENTER
442 S San Pedro StLos AngelesCA90013311597223501(c)(3)$10,000Save Historic Places
FRANK LLOYD WRIGHT FOUNDATION
12621 N FL WrightScottsdaleAZ85259860197576501(c)(3)$10,000Save Historic Places
FRIENDS OF THE NATIONAL ARBORETUM
3501 NY Ave NEWashingtonDC20002521257712501(c)(3)$10,000Save Historic Places
GIRL SCOUTS OF THE UNITED STATES OF AMERICA
420 5th AvenueNew YorkNY10018131624016501(c)(3)$10,000Save Historic Places
HAIGHT STREET ART CENTER
229 Haight StSan FranciscoCA94941463070890501(c)(3)$10,000Save Historic Places
HANCOCK SHAKER VILLAGE
1843 W Housatonic StPITTSFIELDMA01201042281657501(c)(3)$10,000Save Historic Places
HARRODSBURG HISTORICAL SOCIETY
220 S Chiles StHarrodsburgKY40330610651356501(c)(3)$10,000SAVE HISTORIC PLACES
HERITAGE FND OF FRANKLIN & WILLIAMSON COUNTY
PO Box 723 112 Bridge StFranklinTN37064237042596501(c)(3)$10,000SAVE HISTORIC PLACES
HISTORIC DENVER INC
1420 Ogden St Suite 202DenverCO80218840605731501(c)(3)$10,000SAVE HISTORIC PLACES
HISTORIC NORTHEAST EVENTS
2657 Indepen BlvdKansas CityMO64124204497834501(c)(3)$10,000SAVE HISTORIC PLACES
JUDD FOUNDATION
101 Spring StreetNew YorkNY10012742798673501(c)(3)$10,000SAVE HISTORIC PLACES
LOUISIANA TRUST HISTORIC PRESERVATION
PO Box 1587Baton RougeLA70821720866133501(c)(3)$10,000SAVE HISTORIC PLACES
MISSISSIPPI HERITAGE TRUST
PO Box 577JacksonMS39205582020318501(c)(3)$10,000SAVE HISTORIC PLACES
MONROEVILLE MAIN STREET
86 North Alabama AveMonroevilleAL36460472490735501(c)(3)$10,000SAVE HISTORIC PLACES
RAWLINS DOWNTOWN DEVELOPMENT AUTHORITYMAIN STREET
PO Box 1778RawlinsWY82301836000086501(c)(3)$10,000SAVE HISTORIC PLACES
RUTH HARTLEY MOSLEY MEMORIAL WOMEN'S CENTER
626 Spring StreetMaconGA31201586120821501(c)(3)$10,000SAVE HISTORIC PLACES
THE WOMEN'S CLUB OF MINNEAPOLIS
410 Oak Grove StreetMinneapolisMN55403410618870501(c)(3)$10,000SAVE HISTORIC PLACES
UNITED MINE WORKERS OF AMERICA
906 E Main StreetTrinidadCO81082530159200501(c)(3)$10,000SAVE HISTORIC PLACES
VILLAGE OF HOLLY
300 East StreetHollyMI48442823520876501(c)(3)$10,000SAVE HISTORIC PLACES
YWCA OF SEATTLE I KING I SNOHOMISH
1118 Fifth AveSeattleWA98101910482890501(c)(3)$10,000SAVE HISTORIC PLACES
FRIENDS OF FORT HALIFAX PARK
570 N River RdHalifaxPA17032208377179501(c)(3)$10,000SAVE HISTORIC PLACES
MT HOLLY SPRINGS BOROUGH
200 Harman StMt Holly SpringsPA17065236002996501(c)(3)$10,000SAVE HISTORIC PLACES
STONY BROOK FOUNDATION INC
260 Mountain Trail LaneAcmePA15610116077945501(c)(3)$10,000SAVE HISTORIC PLACES
WASHINGTON ARCHITECTURAL FOUNDATION
421 7th StreetWashingtonDC20004521592783501(c)(3)$9,600SAVE HISTORIC PLACES
MARYLAND & PENNSYLVANIA RAILROAD PRESERVATION SOCI
PO Box 2262YorkPA17405232441623501(c)(3)$9,000SAVE HISTORIC PLACES
LOS ANGELES CONSERVANCY
523 W 6th St 826Los AngelesCA90014953273046501(c)(3)$8,600SAVE HISTORIC PLACES
THE STEEPLES PROJECT
913 Lina StJohnstownPA15902251888918501(c)(3)$7,750SAVE HISTORIC PLACES
CITY OF SOUTH BEND
227 W Jefferson BlvdSouth BendIN46601356001201501(c)(3)$7,500SAVE HISTORIC PLACES
KANSAS STATE UNIVERSITY
105 ANDERSON HALLMAHHATTANKS66506480771751501(c)(3)$7,500SAVE HISTORIC PLACES
LANDMARKS ILLINOIS
30 N Michigan AveChicagoIL60602362879987501(c)(3)$7,500SAVE HISTORIC PLACES
NEW YORK UNIVERSITY
105 E 17TH STNEW YORKNY10003135562308501(c)(3)$7,500SAVE HISTORIC PLACES
THE UNIVERSITY OF TEXAS OF AUSTIN
110 INNER CAMPUS DRAUSTINTX78712746000203501(c)(3)$7,500SAVE HISTORIC PLACES
UNIVERSITY OF CALIFORNIA BERKELEY
2195 HEARST AVEBERKELEYCA94720946002123501(c)(3)$7,500SAVE HISTORIC PLACES
UNIVERSITY OF COLORADO DENVER
CAMPUS BOX 125DENVERCO80217846000555501(c)(3)$7,500SAVE HISTORIC PLACES
UNIVERSITY OF MARYLAND COLLEGE PARK
ROUTE 1COLLEGE PARKMD20742526002033501(c)(3)$7,500SAVE HISTORIC PLACES
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STPHILADELPHIAPA19104231352685501(c)(3)$7,500SAVE HISTORIC PLACES
SAVE OUR CEMETERIES INC
PO Box 56762New OrleansLA70156510138358501(c)(3)$7,100PRESERVATION
ROCKEFELLER BROTHERS FUND
200 LAKE ROADTARRYTOWNNY10591131760106501(c)(3)$6,000
MARBLEHEAD MUSEUM
170 Washington StreetMarbleheadMA01945046003248501(c)(3)$5,800
VILLA FINALE MUSEUM & GARDENS
401 King William StSan AntonioTX78204530210807501(c)(3)$5,169
FieldValueIRS element (for citing)
Total501c3 Org114Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
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 (15 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$414,850$0$0$0$1,165$0$14,000$0$1,025$0$431,040$0$0$0
Kimberly Skelly To 120
Chief Development Officer$243,273$0$0$0$265$0$12,888$0$11,018$0$267,444$0$0$0
Carla Washinko To 419
Chief Financial Officer$83,632$0$0$0$163,944$0$5,910$0$2,879$0$256,365$0$0$0
Katherine Malone-France
Chief Preservation Officer$226,212$0$0$0$259$0$11,518$0$6,896$0$244,885$0$0$0
Thompson Mayes
Chief Legal Ofcr & Secretary$215,825$0$0$0$1,165$0$11,350$0$9,174$0$237,514$0$0$0
Barbara Pahl
Senior VP - Field Offices$216,516$0$0$0$2,242$0$11,029$0$6,896$0$236,683$0$0$0
Geoffrey Handy
Chief Marketing Officer$217,133$0$0$0$406$0$11,250$0$5,760$0$234,549$0$0$0
Thomas Cassidy
VP - Gov't Relations/Policy$202,919$0$0$0$2,242$0$10,989$0$6,909$0$223,059$0$0$0
Tabitha Almquist
Chief Administrative Officer$196,594$0$0$0$159$0$10,032$0$6,840$0$213,625$0$0$0
Marianna Knight
VP - Human Resources$191,197$0$0$0$700$0$9,560$0$996$0$202,453$0$0$0
Denise Wise
VP of Finance & Controller$176,340$0$0$0$445$0$9,508$0$10,972$0$197,265$0$0$0
Andrew Simpson
VP - Marketing$176,417$0$0$0$241$0$9,301$0$9,139$0$195,098$0$0$0
Patricia Woodworth
Interim Chief Fin. Officer$168,269$0$0$0$823$0$8,413$0$683$0$178,188$0$0$0
Ross Bradford
Assistant Corporate Secretary$145,446$0$0$0$118$0$7,497$0$6,802$0$159,863$0$0$0
David Brown To 319
Chief Preservation Officer$85,248$0$0$0$41,096$0$6,453$0$1,727$0$134,524$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4A:FormAndLineReferenceDesc
ExplanationCarla Washinko received a Severance Payment of $132,999.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonLynn EnglishPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionConsultant became Interim CDO on January 6, 2020RelationshipDescriptionTxt
Transaction$39,875TransactionAmt
TransactionCONSULTING SERVICESTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesN/AMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
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
Contribution49ContributionCnt
Noncash Contributions Rpt F990$3,408,004NoncashContributionsRptF990Amt
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
Contribution10ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesN/AMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
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, LINES 1 & 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 (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1:The National Trust for Historic Preservation 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 REPRESENT A WIDE VARIETY OF ARCHITECTURAL STYLES AND STRUCTURES AND MAGNIFICENT LANDSCAPES WITH REMARKABLE OBJECT COLLECTIONS AND DIVERSE STORIES THAT BRING AMERICAN HISTORY TO LIFE. IN 2019/2020, 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 APPROXIMATELY 800,000 VISITORS IN 2019/2020. THE HISTORY, STORIES, PEOPLE, COLLECTIONS, ARCHITECTURE AND LANDSCAPES OF THESE SITES ARE INTERPRETED TO ON-SITE VISITORS, AND THROUGH 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) 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 NATIONAL FUND FOR SACRED PLACES, THE AFRICAN AMERICAN CULTURAL HERITAGE ACTION FUND, TO ORGANIZATIONS TO SUPPORT: 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 5) TECHNICAL ASSISTANCE AND INFORMATION TO COMMUNITIES IN ALL PARTS OF THE COUNTRY WORKING TO REVITALIZE THEIR HISTORIC MAIN STREET COMMERCIAL DISTRICTS;
FORM 990, PART III, LINE 4C:HISTORIC PRESERVATION & CONSERVATION: EDUCATION - COMMUNICATES THE BENEFITS OF HISTORIC PRESERVATION, THREATS TO HISTORIC PLACES, AND ACHIEVEMENTS IN SAVING HISTORIC PLACES TO MEMBERS AND THE PUBLIC. PROVIDES 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 MOBILIZE 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 CONVERSATION: 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 for 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. 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 Boards 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:One Trustee, who is in the regular business of managing investments, manages a flow-through entity in which another Trustee has invested.
FORM 990, PART VI, SECTION A, LINE 6:THE NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES IS A MEMBER ORGANIZATION WITH 89,222 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 11B: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 WERE AGAIN REVIEWED BY BDO USA, LLP BEFORE THE FINAL 990 WAS 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 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 FY20, COMPENSATION OF THE PRESIDENT AND TOP MANAGEMENT STAFF WAS CARRIED OVER FROM THE PREVIOUS FISCAL YEAR WITH A REDUCTION FOR BUDGETARY REASONS OF 30% FOR THE PRESIDENT AND 10% FOR THE TOP MANAGEMENT STAFF BEGINNING IN FY20, AS WELL AS ONE WEEK OF FURLOUGH TO BE IMPLEMENTED IN FY21.
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.

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$906,602$460,230NTCIC
National Trust Investment Management
1155 15th Street NW Suite 300WashingtonDC20005811853785Community InvDE$0$913NTCIC
National Trust Equity LLC
1155 15th Street NW Suite 300WashingtonDC20005818121733Community InvDE$0$5,128,064NTCIC
NT Historic Real Estate Equity Fund LLC
1155 15th Street NW Suite 300WashingtonDC20005811911360Community InvDE$0$5,128,677NTCIC

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$543,553$99,985falsefalse0.99000
Cooper-Molera Preservation LLC
1121 White Rock Rd 205El Dorado HillsCA95762814665814Historic SiteCANTHPrelated$502,545$7,362,052falsefalse0.98000
National Trust Historic Real Estate Debt
1155 15th Street NW Suite 300WASHINGTONDC20005811911756Community InvDENTHPUnrelated$0$0falsefalse0.99990

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$3,882,659$15,282,6401.00000Yes (true)
NT SOLAR INC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005471272855Community InvDENTCICC CORP$192,001$272,9151.00000false
Greenrock Corporation
200 Lake RoadTarrytownNY10591131929826MaintenanceNYNTHPC Corp$3,399,841$2,229,8051.00000Yes (true)
Charitable Remainder Unitrusts for NTHP
2600 Virginia Ave NW Ste 1100WashingtonDC20037530210807Charitable TrDCNATrust$0$0false
Permanent Unitrust
2600 Virginia Ave NW Ste 1100WashingtonDC20037530210807Charitable TrDCNATrust$0$0false
NT Initial Investor Inc
1155 15th Street NW Ste 300WASHINGTONDC20005273271845Community InvDENTCICC CORP$01.00000false
NTCIC LIHTC Manager Inc
1155 15th Street NW Ste 300WASHINGTONDC20005274965820Community InvDENTCICC CORP$01.00000false
NTCIC HTC Invest I Manager Inc
1155 15th Street NW Ste 300WASHINGTONDC20005821167754Community InvDENTCICC CORP$01.00000false
NTCIC Fund Manager I Inc
1155 15th Street NW Ste 300WASHINGTONDC20005823791474Community InvDENTCICC CORP$01.00000false
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 OrganizationYes (true)DivRelatedOrganizationInd
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 FacilitiesfalseSharingOfFacilitiesInd
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$223,020BOOK VALUE
Cooper-Molera Preservation LLC
d$4,487,208BOOK VALUE
National Trust Community Investment Corp
f$1,800,000BOOK VALUE
National Trust Community Investment Corp
o$96,562BOOK VALUE
National Trust Community Investment Corp
q$375,956BOOK VALUE
Greenrock Corporation
q$156,431BOOK VALUE
National Trust Community Investment Corp
s$954,200BOOK VALUE
Greenrock Corporation
s$175,213BOOK 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