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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T07:07:03-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DRIVE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530210807 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | National Trust for Historic Preservation | BusinessNameLine1Txt |
| Business Name Line2 | In the United States | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DENISE WISE | InCareOfNm |
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2025886000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 VIRGINIA AVENUE NW STE 1100 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA BRACIS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2025886000 | PhoneNum |
| Signature | 2021-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marc Berger | PreparerPersonNm |
| PTIN | P01871563 | PTIN |
| Phone | 7038930600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL EDMONDSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 VIRGINIA AVENUE NW 1100 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $84,741,140 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SAVINGPLACES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 375 | TotalEmployeeCnt |
| Total Volunteers | 540 | TotalVolunteersCnt |
| Total Gross UBI | $944,218 | TotalGrossUBIAmt |
| PY Contributions Grants | $39,569,269 | PYContributionsGrantsAmt |
| CY Contributions Grants | $54,853,483 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,057,609 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,350,264 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,484,676 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,894,484 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,846,230 | PYOtherRevenueAmt |
| CY Other Revenue | $1,811,003 | CYOtherRevenueAmt |
| PY Total Revenue | $63,957,784 | PYTotalRevenueAmt |
| CY Total Revenue | $67,909,234 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,360,173 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,716,112 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,893,889 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,761,424 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $535,961 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $567,314 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,382,721 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,448,407 | PYOtherExpensesAmt |
| CY Other Expenses | $27,645,759 | CYOtherExpensesAmt |
| PY Total Expenses | $60,238,430 | PYTotalExpensesAmt |
| CY Total Expenses | $55,690,609 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,719,354 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,218,625 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $354,581,540 | TotalAssetsBOYAmt |
| Total Assets EOY | $363,613,414 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $44,745,878 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,571,402 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $309,835,662 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $324,042,012 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $20,202,976 | ExpenseAmt |
| Grant | $735,490 | GrantAmt |
| Revenue | $2,654,445 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,255,505 | ExpenseAmt |
| Grant | $5,468,791 | GrantAmt |
| Revenue | $475,592 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,553,483 | ExpenseAmt |
| Grant | $1,511,830 | GrantAmt |
| Revenue | $960,900 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $44,011,964 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 525 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 375 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENISE WISE | PersonNm |
| Phone | 2025886000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 VIRGINIA AVENUE NW SUITE 1100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Paul Edmondson | ||||||||||
| President & CEO | 39.0 | 1.0 | Yes (X) | $416,015 | $0 | $15,025 | ||||
| Kimberly Skelly To 120 | ||||||||||
| Chief Development Officer | 40.0 | 0.0 | $243,538 | $0 | $23,906 | Yes (X) | ||||
| Carla Washinko To 419 | ||||||||||
| Chief Financial Officer | 40.0 | 0.0 | $247,576 | $0 | $8,789 | Yes (X) | ||||
| Katherine Malone-France | ||||||||||
| Chief Preservation Officer | 40.0 | 0.0 | $226,471 | $0 | $18,414 | Yes (X) | ||||
| Thompson Mayes | ||||||||||
| Chief Legal Ofcr & Secretary | 40.0 | 0.0 | Yes (X) | $216,990 | $0 | $20,524 | ||||
| Barbara Pahl | ||||||||||
| Senior VP - Field Offices | 40.0 | 0.0 | $218,758 | $0 | $17,925 | Yes (X) | ||||
| Geoffrey Handy | ||||||||||
| Chief Marketing Officer | 40.0 | 0.0 | $217,539 | $0 | $17,010 | Yes (X) | ||||
| Thomas Cassidy | ||||||||||
| VP - Gov't Relations/Policy | 40.0 | 0.0 | $205,161 | $0 | $17,898 | Yes (X) | ||||
| Tabitha Almquist | ||||||||||
| Chief Administrative Officer | 40.0 | 0.0 | $196,753 | $0 | $16,872 | Yes (X) | ||||
| Marianna Knight | ||||||||||
| VP - Human Resources | 40.0 | 0.0 | $191,897 | $0 | $10,556 | Yes (X) | ||||
| Denise Wise | ||||||||||
| VP of Finance & Controller | 40.0 | 0.0 | $176,785 | $0 | $20,480 | Yes (X) | ||||
| Andrew Simpson | ||||||||||
| VP - Marketing | 40.0 | 0.0 | $176,658 | $0 | $18,440 | Yes (X) | ||||
| Patricia Woodworth | ||||||||||
| Interim Chief Fin. Officer | 40.0 | 0.0 | Yes (X) | $169,092 | $0 | $9,096 | ||||
| Ross Bradford | ||||||||||
| Assistant Corporate Secretary | 40.0 | 0.0 | Yes (X) | $145,564 | $0 | $14,299 | ||||
| David Brown To 319 | ||||||||||
| Chief Preservation Officer | 40.0 | 0.0 | $126,344 | $0 | $8,180 | Yes (X) | ||||
| Anne Nelson | ||||||||||
| Assistant Corporate Secretary | 40.0 | 0.0 | Yes (X) | $116,642 | $0 | $12,620 | ||||
| Tim Whalen | ||||||||||
| Trustee, Chair | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Susan Chapman-Hughes | ||||||||||
| Trustee, Vice-Chair | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Jay Clemens | ||||||||||
| Trustee, Vice-Chair | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Christina Lee Brown | ||||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Linda Bruckheimer | ||||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Laura Bush | ||||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Laurence Curtis | ||||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Sam Dixon | ||||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Damien Dwin | ||||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Kevin Gover | ||||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Luis Hoyos | ||||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Shelley Hoon Keith | ||||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| CH Randolph Lyon | ||||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Martha Nelson | ||||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Charles Royce | ||||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Fernando Lloveras San Miguel | ||||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Lisa See | ||||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| G Jackson Tankersley | ||||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Phoebe Tudor | ||||||||||
| Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Jean Follett | ||||||||||
| Ex Officio Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Donna Colson | ||||||||||
| Ex Officio Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Kirk Huffaker | ||||||||||
| Ex Officio Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Edward Passarelli | ||||||||||
| Ex Officio Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Kaywin Feldman | ||||||||||
| Ex Officio Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Rob Wallace | ||||||||||
| Ex Officio Trustee | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,291,783 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $250,034 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 58 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BEACONFIRE RED | |||||
| 2300 CLARENDON BLVD SUITE 925 | ARLINGTON | VA | 22201 | Digital Marketing | $526,999 |
| NATIONAL GEOGRAPHIC | |||||
| PO Box 417131 | BOSTON | MA | 02241 | MARKETING | $488,441 |
| BDO USA LLP | |||||
| PO BOX 642743 | PITTSBURGH | PA | 152642743 | Audit & Tax Services | $331,051 |
| EIDOLON COMMUNICATIONS INC | |||||
| 247 Municipal Road | ERWINNA | PA | 18920 | Fundraising Services | $284,550 |
| DATAPRISE INC | |||||
| PO Box 62550 | BALTIMORE | MD | 21264 | IT services | $275,288 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $9,899 | FederatedCampaignsAmt |
| Fundraising | $17,554 | FundraisingAmt |
| Government Grants | $687,652 | GovernmentGrantsAmt |
| All Other Contributions | $54,138,378 | AllOtherContributionsAmt |
| Noncash Contributions | $3,408,004 | NoncashContributionsAmt |
| Total Contributions | $54,853,483 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| DUES | 900099 | ||||
| CONTRACT SERVICES/COMMISSIONS | 900099 | $309,430 | $309,430 | $0 | $0 |
| ADMISSION AND SPECIAL EVENTS | 900099 | $2,253,173 | $2,051,884 | $201,289 | $0 |
| ADVERTISING | 541800 | $522,524 | $0 | $522,524 | $0 |
| REIMBURSEMENT OF EXPENSES | 900099 | $265,137 | $265,137 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,350,264 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,609,143 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,609,143 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $677,773 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $53,616 | UnrelatedBusinessRevenueAmt |
| Exclusion | $624,157 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,769,480 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,272,383 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $497,097 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $497,097 | TotalRevenueColumnAmt |
| Exclusion | $497,097 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,585,727 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,300,386 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,285,341 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,285,341 | TotalRevenueColumnAmt |
| Exclusion | $6,285,341 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $17,839 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $17,554 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $36,099 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$18,260 | TotalRevenueColumnAmt |
| Exclusion | -$18,260 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $466,615 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $223,038 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $243,577 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $166,789 | UnrelatedBusinessRevenueAmt |
| Exclusion | $76,788 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| INSURANCE REPAYMENTS | 900099 | $239,342 | $0 | $0 | $239,342 |
| SALE OF PROPERTY | 900099 | $160,684 | $0 | $0 | $160,684 |
| MISC INCOME | 900099 | $10,790 | $0 | $0 | $10,790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $410,816 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,909,234 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,626,451 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $944,218 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,485,082 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,695,283 | TotalAmt |
| Program Services | $7,695,283 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,829 | TotalAmt |
| Program Services | $20,829 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,541,819 | TotalAmt |
| Program Services | $1,884,721 | ProgramServicesAmt |
| Management And General | $1,200,858 | ManagementAndGeneralAmt |
| Fundraising | $456,240 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,688,470 | TotalAmt |
| Program Services | $9,676,804 | ProgramServicesAmt |
| Management And General | $1,377,687 | ManagementAndGeneralAmt |
| Fundraising | $2,633,979 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,411 | TotalAmt |
| Program Services | $176,307 | ProgramServicesAmt |
| Management And General | $20,553 | ManagementAndGeneralAmt |
| Fundraising | $38,551 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,039,476 | TotalAmt |
| Program Services | $742,399 | ProgramServicesAmt |
| Management And General | $135,052 | ManagementAndGeneralAmt |
| Fundraising | $162,025 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,256,248 | TotalAmt |
| Program Services | $880,281 | ProgramServicesAmt |
| Management And General | $180,843 | ManagementAndGeneralAmt |
| Fundraising | $195,124 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,621 | TotalAmt |
| Program Services | $106,986 | ProgramServicesAmt |
| Management And General | $4,635 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,405 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $234,605 | ManagementAndGeneralAmt |
| Fundraising | $5,800 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $567,314 | TotalAmt |
| Fundraising | $567,314 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $845,231 | TotalAmt |
| Program Services | $674,163 | ProgramServicesAmt |
| Management And General | $171,068 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,876,321 | TotalAmt |
| Program Services | $2,345,422 | ProgramServicesAmt |
| Management And General | $502,835 | ManagementAndGeneralAmt |
| Fundraising | $28,064 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $427,658 | TotalAmt |
| Program Services | $311,144 | ProgramServicesAmt |
| Management And General | $62,643 | ManagementAndGeneralAmt |
| Fundraising | $53,871 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,235,052 | TotalAmt |
| Program Services | $861,734 | ProgramServicesAmt |
| Management And General | $209,233 | ManagementAndGeneralAmt |
| Fundraising | $164,085 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,740,086 | TotalAmt |
| Program Services | $2,078,793 | ProgramServicesAmt |
| Management And General | $217,840 | ManagementAndGeneralAmt |
| Fundraising | $443,453 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $660,834 | TotalAmt |
| Program Services | $535,176 | ProgramServicesAmt |
| Management And General | $57,292 | ManagementAndGeneralAmt |
| Fundraising | $68,366 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,812 | TotalAmt |
| Program Services | $491,812 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,392 | TotalAmt |
| Program Services | $143,788 | ProgramServicesAmt |
| Management And General | $98,506 | ManagementAndGeneralAmt |
| Fundraising | $8,098 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,632,476 | TotalAmt |
| Program Services | $246,709 | ProgramServicesAmt |
| Management And General | $1,385,767 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $770,697 | TotalAmt |
| Program Services | $595,395 | ProgramServicesAmt |
| Management And General | $172,155 | ManagementAndGeneralAmt |
| Fundraising | $3,147 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,571,579 | TotalAmt |
| Program Services | $1,209,069 | ProgramServicesAmt |
| Management And General | $242,263 | ManagementAndGeneralAmt |
| Fundraising | $120,247 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,690,609 | TotalAmt |
| Program Services | $44,011,964 | ProgramServicesAmt |
| Management And General | $6,295,924 | ManagementAndGeneralAmt |
| Fundraising | $5,382,721 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,857,337 | BOYAmt |
| EOY | $16,958,270 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,126,899 | BOYAmt |
| EOY | $23,422,438 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,524,933 | BOYAmt |
| EOY | $2,923,148 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $461,012 | BOYAmt |
| EOY | $471,596 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $801,386 | BOYAmt |
| EOY | $522,648 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,943,666 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,464,389 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,843,196 | BOYAmt |
| EOY | $8,479,277 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,403,756 | BOYAmt |
| EOY | $44,278,223 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,570,162 | BOYAmt |
| EOY | $266,006,438 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $992,859 | BOYAmt |
| EOY | $551,376 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,581,540 | BOYAmt |
| EOY | $363,613,414 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,909,251 | BOYAmt |
| EOY | $8,422,484 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,005,258 | BOYAmt |
| EOY | $8,424,462 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,338,616 | BOYAmt |
| EOY | $1,311,540 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,614,439 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,878,314 | BOYAmt |
| EOY | $21,412,916 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,745,878 | BOYAmt |
| EOY | $39,571,402 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,622,249 | BOYAmt |
| EOY | $96,001,444 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,213,413 | BOYAmt |
| EOY | $228,040,568 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,835,662 | BOYAmt |
| EOY | $324,042,012 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,581,540 | BOYAmt |
| EOY | $363,613,414 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $12,218,625 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,987,725 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,018,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,300,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,970,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,485,669 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,853,482 | CurrentTaxYearAmt |
| Total | $210,629,304 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,018,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,300,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,970,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,485,669 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,853,482 | CurrentTaxYearAmt |
| Total | $210,629,304 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $63,956,095 | SubstantialContributorsTotAmt |
| Public Support Total170 | $146,673,209 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,870,870 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,332,079 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,133,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,476,418 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,286,915 | CurrentTaxYearAmt |
| Total | $28,100,034 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $701,190 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,494,689 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $217,551 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $452,538 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $410,818 | CurrentTaxYearAmt |
| Total | $3,276,786 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $242,006,124 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $28,430,659 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.60607 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57747 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $78,660 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $276,223 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $354,883 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $55,335,726 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $55,690,609 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $329,059 | CurrentYearMinus3Amt |
| Current Year Minus2 | $486,393 | CurrentYearMinus2Amt |
| Current Year Minus1 | $468,490 | CurrentYearMinus1Amt |
| Current Year | $354,883 | CurrentYearAmt |
| Total | $1,638,825 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $171,856 | CurrentYearMinus3Amt |
| Current Year Minus2 | $116,090 | CurrentYearMinus2Amt |
| Current Year Minus1 | $157,572 | CurrentYearMinus1Amt |
| Current Year | $78,660 | CurrentYearAmt |
| Total | $524,178 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 6 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 1 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $262,350 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $15,089 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,821,693 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $161,091 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 128 | TotalEasementsCnt |
| Total Acreage | 953.11 | TotalAcreageCnt |
| Historic Structure Easements | 107 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 12 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 26 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 3940.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $224,704 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (true) | Section170hRqrStsfdInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | Yes (true) | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $249,492,859 | BeginningYearBalanceAmt |
| Contributions | $6,128,185 | ContributionsAmt |
| Investment Earnings Or Losses | $8,893,946 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,264,073 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,627,772 | OtherExpendituresAmt |
| Administrative Expenses | $2,348,150 | AdministrativeExpensesAmt |
| End Year Balance | $252,274,995 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $271,911,308 | BeginningYearBalanceAmt |
| Contributions | $4,021,401 | ContributionsAmt |
| Investment Earnings Or Losses | $10,503,482 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,236,088 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,674,984 | OtherExpendituresAmt |
| Administrative Expenses | $25,032,260 | AdministrativeExpensesAmt |
| End Year Balance | $249,492,859 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $262,563,154 | BeginningYearBalanceAmt |
| Contributions | $3,454,987 | ContributionsAmt |
| Investment Earnings Or Losses | $19,007,471 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,404,843 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,372,955 | OtherExpendituresAmt |
| Administrative Expenses | $3,336,506 | AdministrativeExpensesAmt |
| End Year Balance | $271,911,308 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $245,073,534 | BeginningYearBalanceAmt |
| Contributions | $1,367,899 | ContributionsAmt |
| Investment Earnings Or Losses | $31,727,169 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,356,301 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,234,158 | OtherExpendituresAmt |
| Administrative Expenses | $5,014,989 | AdministrativeExpensesAmt |
| End Year Balance | $262,563,154 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $270,110,391 | BeginningYearBalanceAmt |
| Contributions | $1,387,561 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,987,480 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,563,495 | GrantsOrScholarshipsAmt |
| Other Expenditures | $15,691,433 | OtherExpendituresAmt |
| Administrative Expenses | $1,182,010 | AdministrativeExpensesAmt |
| End Year Balance | $245,073,534 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.35000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.38000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.27000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,770,359 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,917,483 | DepreciationAmt |
| Book Value | $4,852,876 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,287,261 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,461,394 | DepreciationAmt |
| Book Value | $1,825,867 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,886,046 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,085,512 | DepreciationAmt |
| Book Value | $1,800,534 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $8,479,277 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN SUBSIDIARIES | $17,453,723 | C |
| OTHER NON-PUBLIC INVESTMENTS | $248,552,715 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $266,006,438 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (11 entries)
| DescDesc | AmtAmt |
|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $21,412,916 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $71,134,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,987,725 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,823,135 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $259,136 | OtherRevenueAmt |
| Revenue Not Reported | $4,069,996 | RevenueNotReportedAmt |
| Revenue Subtotal | $67,064,004 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $845,230 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $845,230 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $67,909,234 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $56,927,651 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,823,136 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $1,823,136 | ExpensesNotReportedAmt |
| Expenses Subtotal | $55,104,515 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $845,230 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$259,136 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $586,094 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $55,690,609 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Central America and the Caribbean | Investments | $75,356,962 |
| Europe (Including Iceland and Greenland) | Investments | $1,011,039 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $76,368,001 | SubtotalSpentAmt |
| Total Spent | $76,368,001 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Preservation | $12,000 | WIRE |
| Europe (Including Iceland and Greenland) | PRESERVATION | $8,829 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 2 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | The 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt | Gross ReceiptsGrossReceiptsAmt |
|---|---|---|---|---|---|---|---|---|
| BEACONFIRE RED | ||||||||
| 2300 Clarendon Blvd Suite 925 | ARLINGTON | VA | 22201 | ONLINE Fundraising | false | $276,314 | -$276,314 | |
| EIDOLON COMMUNICATIONS INC | ||||||||
| 15 Maiden Lane Suite 1401 | NEW YORK | NY | 10038 | DIRECT MARKETING | false | $198,000 | -$198,000 | |
| INTEGRAL-DC LLC | ||||||||
| 1350 CONNECTICUT AVE NW STE 206 | WASHINGTON | DC | 20036 | DIRECT MARKETING | false | $93,000 | -$93,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $567,314 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$567,314 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WOODLAWN EVENT | Event1Nm |
| Gross Receipts Event1 | $30,708 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $14,629 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,079 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $25,259 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $30,708 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $14,629 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $16,079 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $25,259 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $25,259 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$9,180 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, EVENT TYPE: | FormAndLineReferenceDesc |
| Explanation | (A) EVENT: WOODLAWN SPRING EVENT | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (114 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASSN FOR THE PRESERV OF THE CONGRESSIONAL | ||||||||
| PO Box 1059 | Ohkay Owingeh | NM | 87566 | 850446828 | 501(c)(3) | $349,088 | Save Historic Places | |
| BROAD BAY CONGREGATIONAL | ||||||||
| PO Box 161 | Waldoboro | ME | 04572 | 010389572 | 501(c)(3) | $250,000 | Save Historic Places | |
| DIVINE REDEEMER PRESBYTERIAN CHURCH | ||||||||
| 407 N Calaveras | San Antonio | TX | 78207 | 741903903 | 501(c)(3) | $250,000 | Save Historic Places | |
| FIRST CHURCH IN OBERLIN | ||||||||
| 106 N Main St | Oberlin | OH | 44074 | 346001059 | 501(c)(3) | $250,000 | Save Historic Places | |
| JUDSON MEMORIAL CHURCH | ||||||||
| 239 Thompson Street | New York | NY | 10012 | 132664489 | 501(c)(3) | $250,000 | Save Historic Places | |
| ROSSIA INC | ||||||||
| PO Box 212315 | Anchorage | AK | 99521 | 710879791 | 501(c)(3) | $250,000 | Save Historic Places | |
| ST JOAN ARC CATHOLLC CHURCH INDIANAPOLIS | ||||||||
| 4217 Central Ave | Indianapolis | IN | 46205 | 350901290 | 501(c)(3) | $250,000 | Save Historic Places | |
| CHURCH OF EPIPHANY | ||||||||
| 2808 Altura St | Los Angeles | CA | 90031 | 956062483 | 501(c)(3) | $250,000 | Save Historic Places | C/O BETHEL WOOD CENTER FOR THE ARTS |
| PATRONATO ST XAVIER | ||||||||
| POBox 522 | Tucson | AZ | 85746 | 742354509 | 501(c)(3) | $250,000 | Save Historic Places | |
| MONTPELIER FOUNDATION | ||||||||
| PO Box 911 | Orange | VA | 22960 | 311620682 | 501(c)(3) | $243,699 | Save Historic Places | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 208 Grant Avenue | Santa Fe | NM | 87501 | 850125823 | 501(c)(3) | $230,000 | Save Historic Places | |
| GAYLORD BUILDING HISTORIC SITE | ||||||||
| 200 W 8TH ST | LOCKPORT | IL | 60441 | 831482428 | 501(c)(3) | $214,401 | Save Historic Places | |
| SOCIETY FOR PRESOF WEEKSVILLE & BEDFORD | ||||||||
| 158 Buffalo Avenue | Brooklyn | NY | 11213 | 237330454 | 501(c)(3) | $200,000 | Save Historic Places | |
| MAIN STREET MOUNT PLEASANT | ||||||||
| 124 S Main St | Mount Pleasant | IA | 52641 | 421124755 | 501(c)(3) | $165,000 | Save Historic Places | |
| BETTER DAYS 2020 | ||||||||
| 5513 W 11000 N Ste 515 | Highland | UT | 84003 | 814071025 | 501(c)(3) | $160,000 | Save Historic Places | |
| CASA BELVEDERETHE ITALIAN CULTURAL FOUNDATION | ||||||||
| 79 Howard Avenue | Staten Island | NY | 10301 | 264411728 | 501(c)(3) | $160,000 | Save Historic Places | |
| CHESTER COUNTY HISTORICAL SOCIETY | ||||||||
| 225 N High St | W Chester | PA | 19380 | 231371942 | 501(c)(3) | $160,000 | Save Historic Places | |
| ASTORIA ARTS & MOVEMENT CENTER | ||||||||
| 342 10th st | Astoria | OR | 97103 | 472409238 | 501(c)(3) | $150,000 | Save Historic Places | 8th FLOOR |
| BLACK AMERICAN WEST MUSEUM | ||||||||
| 3091 California St | Denver | CO | 80205 | 846117163 | 501(c)(3) | $150,000 | Save Historic Places | |
| LAKE ERIE COLLEGE | ||||||||
| 391 W Washington St | Painesville | OH | 44077 | 340733165 | 501(c)(3) | $150,000 | Save Historic Places | |
| EMANUEL AFRICAN METHODIST EPISCOPAL CHURCH | ||||||||
| 110 Calhoun Street | Charleston | SC | 29401 | 570575525 | 501(c)(3) | $150,000 | Save Historic Places | |
| HISTORIC KANSAS CITY | ||||||||
| 234 W 10th St | Kansas City | MO | 64105 | 237368504 | 501(c)(3) | $134,500 | Save Historic Places | |
| MONROE COUNTY HERITAGE MUSEUM | ||||||||
| 31 North Alabama Ave | Monroeville | AL | 36460 | 631085886 | 501(c)(3) | $125,000 | Save Historic Places | |
| EMMETT TILL MEMORIAL COMMISSION | ||||||||
| 300 Cassidy St | Sumner | MS | 38957 | 272895136 | 501(c)(3) | $120,000 | Save Historic Places | |
| CLIVEDEN INC | ||||||||
| 6401 Germantown Ave | Philadelphia | PA | 19144 | 232232675 | 501(c)(3) | $106,175 | Save Historic Places | |
| GREATER UNION LIFE CENTER INC | ||||||||
| 240 S Clara Ave | DeLand | FL | 32724 | 371455540 | 501(c)(3) | $100,000 | Save Historic Places | SUITE 225 |
| NORTH CHRISTIAN CHURCH | ||||||||
| 850 Tipton Lane | Columbus | IN | 47201 | 350992119 | 501(c)(3) | $100,000 | Save Historic Places | |
| UNITED BAPT CHURCH POULTNEY | ||||||||
| PO Box 601 | Poultney | VT | 05764 | 030306898 | 501(c)(3) | $100,000 | Save Historic Places | |
| URBAN JUNCTURE FOUNDATION | ||||||||
| 300 East 51st Street | Chicago | IL | 60615 | 272446701 | 501(c)(3) | $100,000 | Save Historic Places | |
| EDISTO ISLAND OPEN LAND TRUST INC | ||||||||
| PO Box 1 547 Hhwy | Edisto Island | SC | 29438 | 571007436 | 501(c)(3) | $90,000 | Save Historic Places | |
| FND PRESERVATION OF 108 S JACKSON ST | ||||||||
| 108 South Jackson St | Janesville | WI | 53548 | 391824893 | 501(c)(3) | $89,330 | Save Historic Places | PO BOX 213 |
| MUSEUM OF AFRICAN-AMERICAN HISTORY | ||||||||
| 31 Milk Street Suite 705 | Boston | MA | 02109 | 042429556 | 501(c)(3) | $88,000 | Save Historic Places | |
| ATLANTA BRANCH OF ASALH INC | ||||||||
| 2897 N Druid Hills Rd | Atlanta | GA | 30329 | 474259386 | 501(c)(3) | $75,000 | Save Historic Places | |
| BAY AREA COMMUNITY LAND TRUST | ||||||||
| P O Box 2652 | Berkeley | CA | 94702 | 205420298 | 501(c)(3) | $75,000 | Save Historic Places | |
| CLINTON CHURCH RESTORATION INC | ||||||||
| PO Box 1075 9 Elm Ct | Barrington | MA | 01230 | 821322151 | 501(c)(3) | $75,000 | Save Historic Places | ABERNATHY ELEM |
| ENRICHMOND FOUNDATION | ||||||||
| 100 North 17th St | Richmond | VA | 23219 | 541610700 | 501(c)(3) | $75,000 | Save Historic Places | |
| OATLANDS INC | ||||||||
| 20850 Oatlands Plnton Ln | Leesburg | VA | 20175 | 541118636 | 501(c)(3) | $72,279 | Save Historic Places | |
| PRESERVATION RESOURCE CENTER OF NEW ORLEANS | ||||||||
| 923 Tchoupitoulas St | New Orleans | LA | 70130 | 720760857 | 501(c)(3) | $63,000 | Save Historic Places | |
| TEXAS A&M UNIVERSITY | ||||||||
| 3137 TAMU | college station | TX | 77843 | 746000531 | 501(c)(3) | $60,000 | Save Historic Places | |
| VIRGINIA HUMANITIES | ||||||||
| 145 Ednam Drive | Charlottesville | VA | 22903 | 541435523 | 501(c)(3) | $60,000 | Save Historic Places | |
| NEVADA PRESERVATION FOUNDATION | ||||||||
| 330 W Washington Ave | Las Vegas | NV | 89106 | 463397538 | 501(c)(3) | $55,000 | Save Historic Places | STE 500W |
| ALABAMA HISTORICAL COMMISSION | ||||||||
| 468 South Perry Street | Montgomery | AL | 36104 | 636000619 | 501(c)(3) | $50,000 | Save Historic Places | NO 256 |
| OREGON BLACK PIONEERS CORPORATION | ||||||||
| 117 Commercial St NE Rm 210 | Salem | OR | 97301 | 931156374 | 501(c)(3) | $50,000 | Save Historic Places | |
| PAULI MURRAY CENTER | ||||||||
| PO Box 541 | Durham | NC | 27702 | 454926223 | 501(c)(3) | $50,000 | Save Historic Places | |
| PRESERVATION SOCIETY OF NEWPORT COUNTY | ||||||||
| 424 Bellevue Avenue | Newport | RI | 02840 | 050252708 | 501(c)(3) | $50,000 | Save Historic Places | |
| SOUTH CAROLINA AFRICAN AMERHERIT FND | ||||||||
| PO Box 1053 | Hartsville | SC | 29551 | 261280649 | 501(c)(3) | $50,000 | Save Historic Places | STE 248 |
| HARRIET TUBMAN HOME INC | ||||||||
| 180 South Street | Auburn | NY | 13021 | 161534405 | 501(c)(3) | $50,000 | Save Historic Places | C/O COMMUNITY FOUNDATION FUND INC |
| PRESIDENT LINCOLN'S COTTAGE AT THE SOLDIERS HOME | ||||||||
| 3700 N Capitol St NW | Washington | DC | 20011 | 471453864 | 501(c)(3) | $25,230 | Save Historic Places | |
| THE CHURCH HILL THEATRE INC | ||||||||
| 103 Walnut St Box 91 | Church Hill | MD | 21623 | 521350573 | 501(c)(3) | $25,000 | Save Historic Places | |
| WHEATLAND UNITED METHODIST CHURCH | ||||||||
| 8000 S Hampton Road | Dallas | TX | 75232 | 751325931 | 501(c)(3) | $25,000 | Save Historic Places | STE 102 |
| ARCHAEOLOGY SOUTHWEST | ||||||||
| 300 North Ash Alley | Tucson | AZ | 85701 | 860640183 | 501(c)(3) | $25,000 | Save Historic Places | |
| FILOLI CENTER INC | ||||||||
| 86 Canada Road | Woodside | CA | 94062 | 952996648 | 501(c)(3) | $23,584 | Save Historic Places | |
| TOWN OF HURLOCK | ||||||||
| PO Box 327 Charles St | Hurlock | MD | 21643 | 520852017 | 501(c)(3) | $22,000 | Save Historic Places | |
| PRESERVATION VIRGINIA | ||||||||
| 204 West Franklin Street | Richmond | VA | 23220 | 540568800 | 501(c)(3) | $20,000 | Save Historic Places | |
| KENT COUNTY ARTS COUNCIL | ||||||||
| PO Box 330 | Chestertown | MD | 21620 | 521236800 | 501(c)(3) | $19,000 | Save Historic Places | |
| HISTORIC WHIDBEY | ||||||||
| 82 S Ebey Rd | Coupeville | WA | 98239 | 463720372 | 501(c)(3) | $17,000 | Save Historic Places | |
| THE ARCHAEOLOGICAL CONSERVANCY | ||||||||
| 1717 Girard Blvd NE | Albuquerque | NM | 87106 | 953403273 | 501(c)(3) | $15,000 | Save Historic Places | SUITE 1000 |
| AUGUSTA COLONIAL THEATER | ||||||||
| 295 Water Street | Augusta | ME | 04330 | 453012131 | 501(c)(3) | $15,000 | Save Historic Places | |
| CAMBRIDGEPORT NEIGHBORHOOD ASSOCIATION INC | ||||||||
| 202 Hamilton St | Cambridge | MA | 02139 | 203299641 | 501(c)(3) | $15,000 | Save Historic Places | |
| HISTORIC OAKLAND FOUNDATION INC | ||||||||
| 248 Oakland Avenue SE | Atlanta | GA | 30312 | 581276032 | 501(c)(3) | $15,000 | Save Historic Places | |
| MANITOGA INC | ||||||||
| PO Box 249 | Garrison | NY | 10524 | 133221841 | 501(c)(3) | $15,000 | Save Historic Places | |
| OHKAY OWINGEH HOUSING AUTHORITY | ||||||||
| PO Box 1059 | Ohkay Owingeh | NM | 87566 | 850446828 | 501(c)(3) | $15,000 | Save Historic Places | |
| STEEPLE SQUARE | ||||||||
| PO Box 3188 | Dubuque | IA | 52004 | 464898142 | 501(c)(3) | $15,000 | Save Historic Places | |
| BELLE GROVE INC | ||||||||
| PO Box 537 | Middletown | VA | 22645 | 541047175 | 501(c)(3) | $12,624 | Save Historic Places | SUITE 200 |
| DOWNTOWN PARTNERS INC | ||||||||
| 610 N 4th St 200 | Burlington | IA | 52601 | 421449669 | 501(c)(3) | $12,500 | Save Historic Places | |
| FAIRMOUNT PARK CONSERVANCY | ||||||||
| 1617 JFK Blvd | Philadelphia | PA | 19103 | 232703821 | 501(c)(3) | $12,100 | Save Historic Places | |
| DRAYTON HALL PRESERVATION TRUST | ||||||||
| 3380 Ashley River Road | Charleston | SC | 29414 | 454938941 | 501(c)(3) | $10,530 | Save Historic Places | SUITE 105 |
| ANN NORTON SCULPTURE GARDENS | ||||||||
| 253 Barcelona Rd | W Palm Beach | FL | 33401 | 591874060 | 501(c)(3) | $10,000 | Save Historic Places | |
| ASTORIA DOWNTOWN HIST DIST ASSOCIATION | ||||||||
| PO Box 261 | Astoria | OR | 97103 | 930878314 | 501(c)(3) | $10,000 | Save Historic Places | RM 235 |
| AUSTIN COMMUNITY FOUNDATION | ||||||||
| 4315 Guadalupe St | Austin | TX | 78751 | 741934031 | 501(c)(3) | $10,000 | Save Historic Places | |
| CITY OF NEW BERN | ||||||||
| 300 Pollock St | New Bern | NC | 28563 | 566000235 | 501(c)(3) | $10,000 | Save Historic Places | |
| CITY OF PADUCAH KY | ||||||||
| 300 South 5th St | Paducah | KY | 42002 | 616001891 | 501(c)(3) | $10,000 | Save Historic Places | |
| COLORADO HISTORICAL FOUNDATION | ||||||||
| PO Box 363 | Golden | CO | 80402 | 846043555 | 501(c)(3) | $10,000 | Save Historic Places | |
| DOWNTOWN PAINESVILLE ORGANIZATION | ||||||||
| 47 S State Street | Painesville | OH | 44077 | 841716245 | 501(c)(3) | $10,000 | Save Historic Places | |
| DOWNTOWN WOMEN'S CENTER | ||||||||
| 442 S San Pedro St | Los Angeles | CA | 90013 | 311597223 | 501(c)(3) | $10,000 | Save Historic Places | |
| FRANK LLOYD WRIGHT FOUNDATION | ||||||||
| 12621 N FL Wright | Scottsdale | AZ | 85259 | 860197576 | 501(c)(3) | $10,000 | Save Historic Places | |
| FRIENDS OF THE NATIONAL ARBORETUM | ||||||||
| 3501 NY Ave NE | Washington | DC | 20002 | 521257712 | 501(c)(3) | $10,000 | Save Historic Places | |
| GIRL SCOUTS OF THE UNITED STATES OF AMERICA | ||||||||
| 420 5th Avenue | New York | NY | 10018 | 131624016 | 501(c)(3) | $10,000 | Save Historic Places | |
| HAIGHT STREET ART CENTER | ||||||||
| 229 Haight St | San Francisco | CA | 94941 | 463070890 | 501(c)(3) | $10,000 | Save Historic Places | |
| HANCOCK SHAKER VILLAGE | ||||||||
| 1843 W Housatonic St | PITTSFIELD | MA | 01201 | 042281657 | 501(c)(3) | $10,000 | Save Historic Places | |
| HARRODSBURG HISTORICAL SOCIETY | ||||||||
| 220 S Chiles St | Harrodsburg | KY | 40330 | 610651356 | 501(c)(3) | $10,000 | SAVE HISTORIC PLACES | |
| HERITAGE FND OF FRANKLIN & WILLIAMSON COUNTY | ||||||||
| PO Box 723 112 Bridge St | Franklin | TN | 37064 | 237042596 | 501(c)(3) | $10,000 | SAVE HISTORIC PLACES | |
| HISTORIC DENVER INC | ||||||||
| 1420 Ogden St Suite 202 | Denver | CO | 80218 | 840605731 | 501(c)(3) | $10,000 | SAVE HISTORIC PLACES | |
| HISTORIC NORTHEAST EVENTS | ||||||||
| 2657 Indepen Blvd | Kansas City | MO | 64124 | 204497834 | 501(c)(3) | $10,000 | SAVE HISTORIC PLACES | |
| JUDD FOUNDATION | ||||||||
| 101 Spring Street | New York | NY | 10012 | 742798673 | 501(c)(3) | $10,000 | SAVE HISTORIC PLACES | |
| LOUISIANA TRUST HISTORIC PRESERVATION | ||||||||
| PO Box 1587 | Baton Rouge | LA | 70821 | 720866133 | 501(c)(3) | $10,000 | SAVE HISTORIC PLACES | |
| MISSISSIPPI HERITAGE TRUST | ||||||||
| PO Box 577 | Jackson | MS | 39205 | 582020318 | 501(c)(3) | $10,000 | SAVE HISTORIC PLACES | |
| MONROEVILLE MAIN STREET | ||||||||
| 86 North Alabama Ave | Monroeville | AL | 36460 | 472490735 | 501(c)(3) | $10,000 | SAVE HISTORIC PLACES | |
| RAWLINS DOWNTOWN DEVELOPMENT AUTHORITYMAIN STREET | ||||||||
| PO Box 1778 | Rawlins | WY | 82301 | 836000086 | 501(c)(3) | $10,000 | SAVE HISTORIC PLACES | |
| RUTH HARTLEY MOSLEY MEMORIAL WOMEN'S CENTER | ||||||||
| 626 Spring Street | Macon | GA | 31201 | 586120821 | 501(c)(3) | $10,000 | SAVE HISTORIC PLACES | |
| THE WOMEN'S CLUB OF MINNEAPOLIS | ||||||||
| 410 Oak Grove Street | Minneapolis | MN | 55403 | 410618870 | 501(c)(3) | $10,000 | SAVE HISTORIC PLACES | |
| UNITED MINE WORKERS OF AMERICA | ||||||||
| 906 E Main Street | Trinidad | CO | 81082 | 530159200 | 501(c)(3) | $10,000 | SAVE HISTORIC PLACES | |
| VILLAGE OF HOLLY | ||||||||
| 300 East Street | Holly | MI | 48442 | 823520876 | 501(c)(3) | $10,000 | SAVE HISTORIC PLACES | |
| YWCA OF SEATTLE I KING I SNOHOMISH | ||||||||
| 1118 Fifth Ave | Seattle | WA | 98101 | 910482890 | 501(c)(3) | $10,000 | SAVE HISTORIC PLACES | |
| FRIENDS OF FORT HALIFAX PARK | ||||||||
| 570 N River Rd | Halifax | PA | 17032 | 208377179 | 501(c)(3) | $10,000 | SAVE HISTORIC PLACES | |
| MT HOLLY SPRINGS BOROUGH | ||||||||
| 200 Harman St | Mt Holly Springs | PA | 17065 | 236002996 | 501(c)(3) | $10,000 | SAVE HISTORIC PLACES | |
| STONY BROOK FOUNDATION INC | ||||||||
| 260 Mountain Trail Lane | Acme | PA | 15610 | 116077945 | 501(c)(3) | $10,000 | SAVE HISTORIC PLACES | |
| WASHINGTON ARCHITECTURAL FOUNDATION | ||||||||
| 421 7th Street | Washington | DC | 20004 | 521592783 | 501(c)(3) | $9,600 | SAVE HISTORIC PLACES | |
| MARYLAND & PENNSYLVANIA RAILROAD PRESERVATION SOCI | ||||||||
| PO Box 2262 | York | PA | 17405 | 232441623 | 501(c)(3) | $9,000 | SAVE HISTORIC PLACES | |
| LOS ANGELES CONSERVANCY | ||||||||
| 523 W 6th St 826 | Los Angeles | CA | 90014 | 953273046 | 501(c)(3) | $8,600 | SAVE HISTORIC PLACES | |
| THE STEEPLES PROJECT | ||||||||
| 913 Lina St | Johnstown | PA | 15902 | 251888918 | 501(c)(3) | $7,750 | SAVE HISTORIC PLACES | |
| CITY OF SOUTH BEND | ||||||||
| 227 W Jefferson Blvd | South Bend | IN | 46601 | 356001201 | 501(c)(3) | $7,500 | SAVE HISTORIC PLACES | |
| KANSAS STATE UNIVERSITY | ||||||||
| 105 ANDERSON HALL | MAHHATTAN | KS | 66506 | 480771751 | 501(c)(3) | $7,500 | SAVE HISTORIC PLACES | |
| LANDMARKS ILLINOIS | ||||||||
| 30 N Michigan Ave | Chicago | IL | 60602 | 362879987 | 501(c)(3) | $7,500 | SAVE HISTORIC PLACES | |
| NEW YORK UNIVERSITY | ||||||||
| 105 E 17TH ST | NEW YORK | NY | 10003 | 135562308 | 501(c)(3) | $7,500 | SAVE HISTORIC PLACES | |
| THE UNIVERSITY OF TEXAS OF AUSTIN | ||||||||
| 110 INNER CAMPUS DR | AUSTIN | TX | 78712 | 746000203 | 501(c)(3) | $7,500 | SAVE HISTORIC PLACES | |
| UNIVERSITY OF CALIFORNIA BERKELEY | ||||||||
| 2195 HEARST AVE | BERKELEY | CA | 94720 | 946002123 | 501(c)(3) | $7,500 | SAVE HISTORIC PLACES | |
| UNIVERSITY OF COLORADO DENVER | ||||||||
| CAMPUS BOX 125 | DENVER | CO | 80217 | 846000555 | 501(c)(3) | $7,500 | SAVE HISTORIC PLACES | |
| UNIVERSITY OF MARYLAND COLLEGE PARK | ||||||||
| ROUTE 1 | COLLEGE PARK | MD | 20742 | 526002033 | 501(c)(3) | $7,500 | SAVE HISTORIC PLACES | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | 231352685 | 501(c)(3) | $7,500 | SAVE HISTORIC PLACES | |
| SAVE OUR CEMETERIES INC | ||||||||
| PO Box 56762 | New Orleans | LA | 70156 | 510138358 | 501(c)(3) | $7,100 | PRESERVATION | |
| ROCKEFELLER BROTHERS FUND | ||||||||
| 200 LAKE ROAD | TARRYTOWN | NY | 10591 | 131760106 | 501(c)(3) | $6,000 | ||
| MARBLEHEAD MUSEUM | ||||||||
| 170 Washington Street | Marblehead | MA | 01945 | 046003248 | 501(c)(3) | $5,800 | ||
| VILLA FINALE MUSEUM & GARDENS | ||||||||
| 401 King William St | San Antonio | TX | 78204 | 530210807 | 501(c)(3) | $5,169 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 114 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A: | FormAndLineReferenceDesc |
| Explanation | Carla Washinko received a Severance Payment of $132,999. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lynn English | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Consultant became Interim CDO on January 6, 2020 | RelationshipDescriptionTxt |
| Transaction | $39,875 | TransactionAmt |
| Transaction | CONSULTING SERVICES | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 49 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,408,004 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Stock gifts | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| National Trust Tours LLC | |||||||||
| 1155 15TH STREET NW SUITE 300 | WASHINGTON | DC | 20005 | 261983358 | TRAVEL | DE | $906,602 | $460,230 | NTCIC |
| National Trust Investment Management | |||||||||
| 1155 15th Street NW Suite 300 | Washington | DC | 20005 | 811853785 | Community Inv | DE | $0 | $913 | NTCIC |
| National Trust Equity LLC | |||||||||
| 1155 15th Street NW Suite 300 | Washington | DC | 20005 | 818121733 | Community Inv | DE | $0 | $5,128,064 | NTCIC |
| NT Historic Real Estate Equity Fund LLC | |||||||||
| 1155 15th Street NW Suite 300 | Washington | DC | 20005 | 811911360 | Community Inv | DE | $0 | $5,128,677 | NTCIC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL MAIN STREET CENTER INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 VIRGINIA AVE NW STE 1100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461405965 | EIN |
| Primary Activities | hist. preserv | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | line 10 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NTHP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| National Trust Insurance Services LLC | |||||||||||||
| 24 Commerce Street | Baltimore | MD | 21202 | 200590526 | Insurance Age | MD | NTCIC | Unrelated | $543,553 | $99,985 | false | false | 0.99000 |
| Cooper-Molera Preservation LLC | |||||||||||||
| 1121 White Rock Rd 205 | El Dorado Hills | CA | 95762 | 814665814 | Historic Site | CA | NTHP | related | $502,545 | $7,362,052 | false | false | 0.98000 |
| National Trust Historic Real Estate Debt | |||||||||||||
| 1155 15th Street NW Suite 300 | WASHINGTON | DC | 20005 | 811911756 | Community Inv | DE | NTHP | Unrelated | $0 | $0 | false | false | 0.99990 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| National Trust Community Investment Corp | ||||||||||||
| 1155 15TH STREET NW STE 300 | WASHINGTON | DC | 20005 | 522267085 | Community Inv | DE | NTHP | C CORP | $3,882,659 | $15,282,640 | 1.00000 | Yes (true) |
| NT SOLAR INC | ||||||||||||
| 1155 15TH STREET NW SUITE 300 | WASHINGTON | DC | 20005 | 471272855 | Community Inv | DE | NTCIC | C CORP | $192,001 | $272,915 | 1.00000 | false |
| Greenrock Corporation | ||||||||||||
| 200 Lake Road | Tarrytown | NY | 10591 | 131929826 | Maintenance | NY | NTHP | C Corp | $3,399,841 | $2,229,805 | 1.00000 | Yes (true) |
| Charitable Remainder Unitrusts for NTHP | ||||||||||||
| 2600 Virginia Ave NW Ste 1100 | Washington | DC | 20037 | 530210807 | Charitable Tr | DC | NA | Trust | $0 | $0 | false | |
| Permanent Unitrust | ||||||||||||
| 2600 Virginia Ave NW Ste 1100 | Washington | DC | 20037 | 530210807 | Charitable Tr | DC | NA | Trust | $0 | $0 | false | |
| NT Initial Investor Inc | ||||||||||||
| 1155 15th Street NW Ste 300 | WASHINGTON | DC | 20005 | 273271845 | Community Inv | DE | NTCIC | C CORP | $0 | 1.00000 | false | |
| NTCIC LIHTC Manager Inc | ||||||||||||
| 1155 15th Street NW Ste 300 | WASHINGTON | DC | 20005 | 274965820 | Community Inv | DE | NTCIC | C CORP | $0 | 1.00000 | false | |
| NTCIC HTC Invest I Manager Inc | ||||||||||||
| 1155 15th Street NW Ste 300 | WASHINGTON | DC | 20005 | 821167754 | Community Inv | DE | NTCIC | C CORP | $0 | 1.00000 | false | |
| NTCIC Fund Manager I Inc | ||||||||||||
| 1155 15th Street NW Ste 300 | WASHINGTON | DC | 20005 | 823791474 | Community Inv | DE | NTCIC | C CORP | $0 | 1.00000 | false | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (true) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| National Trust Community Investment Corp | ||
| a-iii | $223,020 | BOOK VALUE |
| Cooper-Molera Preservation LLC | ||
| d | $4,487,208 | BOOK VALUE |
| National Trust Community Investment Corp | ||
| f | $1,800,000 | BOOK VALUE |
| National Trust Community Investment Corp | ||
| o | $96,562 | BOOK VALUE |
| National Trust Community Investment Corp | ||
| q | $375,956 | BOOK VALUE |
| Greenrock Corporation | ||
| q | $156,431 | BOOK VALUE |
| National Trust Community Investment Corp | ||
| s | $954,200 | BOOK VALUE |
| Greenrock Corporation | ||
| s | $175,213 | BOOK VALUE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part 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 20005 | ExplanationTxt |