2021-05-10T07:07:03-05:00 2020-06-30 BDO USA LLP 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2019-07-01 530210807 National Trust for Historic Preservation In the United States % DENISE WISE NATI 2025886000 2600 VIRGINIA AVENUE NW STE 1100 Washington DC 20037 LAURA BRACIS CFO 2025886000 2021-04-30 true Marc Berger P01871563 7038930600 2019 2022-09-23 18:48:47Z PAUL EDMONDSON 2600 VIRGINIA AVENUE NW 1100 Washington DC 20037 84741140 false X SAVINGPLACES.ORG X 1949 DC SEE SCHEDULE O. 25 25 375 540 944218 39569269 54853483 5057609 3350264 16484676 7894484 2846230 1811003 63957784 67909234 8360173 7716112 0 0 22893889 19761424 535961 567314 5382721 28448407 27645759 60238430 55690609 3719354 12218625 354581540 363613414 44745878 39571402 309835662 324042012 X The National Trust for Historic Preservation protects significant places representing our diverse cultural experiences by taking direct action and inspiring broad public support. false false 20202976 735490 2654445 SEE SCHEDULE O 13255505 5468791 475592 SEE SCHEDULE O 10553483 1511830 960900 SEE SCHEDULE O 44011964 true true false true false true true true false true true true false false true true false true false false true true false true true false false true false true false false false false false true false false true true false false true true true true false false true 525 0 true 375 true true true false false false true true true true false false false false false false false false false X 25 25 true false false false true true false true true false false true true true true true true true true true true AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X X X DENISE WISE 2025886000 2600 VIRGINIA AVENUE NW SUITE 1100 WASHINGTON DC 20037 X Paul Edmondson President & CEO 39.0 1.0 X 416015 0 15025 Kimberly Skelly To 120 Chief Development Officer 40.0 0.0 X 243538 0 23906 Carla Washinko To 419 Chief Financial Officer 40.0 0.0 X 247576 0 8789 Katherine Malone-France Chief Preservation Officer 40.0 0.0 X 226471 0 18414 Thompson Mayes Chief Legal Ofcr & Secretary 40.0 0.0 X 216990 0 20524 Barbara Pahl Senior VP - Field Offices 40.0 0.0 X 218758 0 17925 Geoffrey Handy Chief Marketing Officer 40.0 0.0 X 217539 0 17010 Thomas Cassidy VP - Gov't Relations/Policy 40.0 0.0 X 205161 0 17898 Tabitha Almquist Chief Administrative Officer 40.0 0.0 X 196753 0 16872 Marianna Knight VP - Human Resources 40.0 0.0 X 191897 0 10556 Denise Wise VP of Finance & Controller 40.0 0.0 X 176785 0 20480 Andrew Simpson VP - Marketing 40.0 0.0 X 176658 0 18440 Patricia Woodworth Interim Chief Fin. Officer 40.0 0.0 X 169092 0 9096 Ross Bradford Assistant Corporate Secretary 40.0 0.0 X 145564 0 14299 David Brown To 319 Chief Preservation Officer 40.0 0.0 X 126344 0 8180 Anne Nelson Assistant Corporate Secretary 40.0 0.0 X 116642 0 12620 Tim Whalen Trustee, Chair 2.0 0.0 X X 0 0 0 Susan Chapman-Hughes Trustee, Vice-Chair 2.0 0.0 X X 0 0 0 Jay Clemens Trustee, Vice-Chair 2.0 0.0 X X 0 0 0 Christina Lee Brown Trustee 2.0 0.0 X 0 0 0 Linda Bruckheimer Trustee 2.0 0.0 X 0 0 0 Laura Bush Trustee 2.0 0.0 X 0 0 0 Laurence Curtis Trustee 2.0 0.0 X 0 0 0 Sam Dixon Trustee 2.0 0.0 X 0 0 0 Damien Dwin Trustee 2.0 0.0 X 0 0 0 Kevin Gover Trustee 2.0 0.0 X 0 0 0 Luis Hoyos Trustee 2.0 0.0 X 0 0 0 Shelley Hoon Keith Trustee 2.0 0.0 X 0 0 0 CH Randolph Lyon Trustee 2.0 0.0 X 0 0 0 Martha Nelson Trustee 2.0 0.0 X 0 0 0 Charles Royce Trustee 2.0 0.0 X 0 0 0 Fernando Lloveras San Miguel Trustee 2.0 0.0 X 0 0 0 Lisa See Trustee 2.0 0.0 X 0 0 0 G Jackson Tankersley Trustee 2.0 0.0 X 0 0 0 Phoebe Tudor Trustee 2.0 0.0 X 0 0 0 Jean Follett Ex Officio Trustee 2.0 0.0 X 0 0 0 Donna Colson Ex Officio Trustee 2.0 0.0 X 0 0 0 Kirk Huffaker Ex Officio Trustee 2.0 0.0 X 0 0 0 Edward Passarelli Ex Officio Trustee 2.0 0.0 X 0 0 0 Kaywin Feldman Ex Officio Trustee 2.0 0.0 X 0 0 0 Rob Wallace Ex Officio Trustee 2.0 0.0 X 0 0 0 3291783 0 250034 58 true true false BEACONFIRE RED 2300 CLARENDON BLVD SUITE 925 ARLINGTON VA 22201 Digital Marketing 526999 NATIONAL GEOGRAPHIC PO Box 417131 BOSTON MA 02241 MARKETING 488441 BDO USA LLP PO BOX 642743 PITTSBURGH PA 152642743 Audit & Tax Services 331051 EIDOLON COMMUNICATIONS INC 247 Municipal Road ERWINNA PA 18920 Fundraising Services 284550 DATAPRISE INC PO Box 62550 BALTIMORE MD 21264 IT services 275288 11 9899 17554 687652 54138378 3408004 54853483 DUES 900099 CONTRACT SERVICES/COMMISSIONS 900099 309430 309430 0 0 ADMISSION AND SPECIAL EVENTS 900099 2253173 2051884 201289 0 ADVERTISING 541800 522524 0 522524 0 REIMBURSEMENT OF EXPENSES 900099 265137 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EMERSON SCHOOL DEPOSIT RESERVE 20028 NELLY'S NEEDLERS LIABILITY 17383 POOLED INCOME FUND LIABILITY 16129 21412916 X 71134000 1987725 1823135 259136 4069996 67064004 845230 845230 67909234 56927651 1823136 1823136 55104515 845230 -259136 586094 55690609 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 true Central America and the Caribbean Investments 75356962 Europe (Including Iceland and Greenland) Investments 1011039 76368001 76368001 Europe (Including Iceland and Greenland) Preservation 12000 WIRE Europe (Including Iceland and Greenland) PRESERVATION 8829 WIRE 2 true false true true true false PART I, LINE 2: 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. X X X X X X X true BEACONFIRE RED 2300 Clarendon Blvd Suite 925 ARLINGTON VA 22201 ONLINE Fundraising false 276314 -276314 EIDOLON COMMUNICATIONS INC 15 Maiden Lane Suite 1401 NEW YORK NY 10038 DIRECT MARKETING false 198000 -198000 INTEGRAL-DC LLC 1350 CONNECTICUT AVE NW STE 206 WASHINGTON DC 20036 DIRECT MARKETING false 0 93000 -93000 0 567314 -567314 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY WOODLAWN EVENT 30708 14629 16079 25259 0 30708 14629 16079 25259 25259 -9180 PART II, EVENT TYPE: (A) EVENT: WOODLAWN SPRING EVENT true ASSN FOR THE PRESERV OF THE CONGRESSIONAL PO Box 1059 Ohkay Owingeh NM 87566 850446828 501(c)(3) 349088 Save Historic Places BROAD BAY CONGREGATIONAL PO Box 161 Waldoboro ME 04572 010389572 501(c)(3) 250000 Save Historic Places DIVINE REDEEMER PRESBYTERIAN CHURCH 407 N Calaveras San Antonio TX 78207 741903903 501(c)(3) 250000 Save Historic Places FIRST 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501(c)(3) 150000 Save Historic Places HISTORIC KANSAS CITY 234 W 10th St Kansas City MO 64105 237368504 501(c)(3) 134500 Save Historic Places MONROE COUNTY HERITAGE MUSEUM 31 North Alabama Ave Monroeville AL 36460 631085886 501(c)(3) 125000 Save Historic Places EMMETT TILL MEMORIAL COMMISSION 300 Cassidy St Sumner MS 38957 272895136 501(c)(3) 120000 Save Historic Places CLIVEDEN INC 6401 Germantown Ave Philadelphia PA 19144 232232675 501(c)(3) 106175 Save Historic Places GREATER UNION LIFE CENTER INC 240 S Clara Ave SUITE 225 DeLand FL 32724 371455540 501(c)(3) 100000 Save Historic Places NORTH CHRISTIAN CHURCH 850 Tipton Lane Columbus IN 47201 350992119 501(c)(3) 100000 Save Historic Places UNITED BAPT CHURCH POULTNEY PO Box 601 Poultney VT 05764 030306898 501(c)(3) 100000 Save Historic Places URBAN JUNCTURE FOUNDATION 300 East 51st Street Chicago IL 60615 272446701 501(c)(3) 100000 Save Historic Places EDISTO ISLAND OPEN LAND TRUST INC PO Box 1 547 Hhwy Edisto Island SC 29438 571007436 501(c)(3) 90000 Save Historic Places FND PRESERVATION OF 108 S JACKSON ST 108 South Jackson St PO BOX 213 Janesville WI 53548 391824893 501(c)(3) 89330 Save Historic Places MUSEUM OF AFRICAN-AMERICAN HISTORY 31 Milk Street Suite 705 Boston MA 02109 042429556 501(c)(3) 88000 Save Historic Places ATLANTA BRANCH OF ASALH INC 2897 N Druid Hills Rd Atlanta GA 30329 474259386 501(c)(3) 75000 Save Historic Places BAY AREA COMMUNITY LAND TRUST P O Box 2652 Berkeley CA 94702 205420298 501(c)(3) 75000 Save Historic Places CLINTON CHURCH RESTORATION INC PO Box 1075 9 Elm Ct ABERNATHY ELEM Barrington MA 01230 821322151 501(c)(3) 75000 Save Historic Places ENRICHMOND FOUNDATION 100 North 17th St Richmond VA 23219 541610700 501(c)(3) 75000 Save Historic Places OATLANDS INC 20850 Oatlands Plnton Ln Leesburg VA 20175 541118636 501(c)(3) 72279 Save Historic Places PRESERVATION RESOURCE CENTER OF NEW ORLEANS 923 Tchoupitoulas St New Orleans LA 70130 720760857 501(c)(3) 63000 Save Historic Places TEXAS A&M UNIVERSITY 3137 TAMU college station TX 77843 746000531 501(c)(3) 60000 Save Historic Places VIRGINIA HUMANITIES 145 Ednam Drive Charlottesville VA 22903 541435523 501(c)(3) 60000 Save Historic Places NEVADA PRESERVATION FOUNDATION 330 W Washington Ave STE 500W Las Vegas NV 89106 463397538 501(c)(3) 55000 Save Historic Places ALABAMA HISTORICAL COMMISSION 468 South Perry Street NO 256 Montgomery AL 36104 636000619 501(c)(3) 50000 Save Historic Places OREGON BLACK PIONEERS CORPORATION 117 Commercial St NE Rm 210 Salem OR 97301 931156374 501(c)(3) 50000 Save Historic Places PAULI MURRAY CENTER PO Box 541 Durham NC 27702 454926223 501(c)(3) 50000 Save Historic Places PRESERVATION SOCIETY OF NEWPORT COUNTY 424 Bellevue Avenue Newport RI 02840 050252708 501(c)(3) 50000 Save Historic Places SOUTH CAROLINA AFRICAN AMERHERIT FND PO Box 1053 STE 248 Hartsville SC 29551 261280649 501(c)(3) 50000 Save Historic Places HARRIET TUBMAN HOME INC 180 South Street C/O COMMUNITY FOUNDATION FUND INC Auburn NY 13021 161534405 501(c)(3) 50000 Save Historic Places PRESIDENT LINCOLN'S COTTAGE AT THE SOLDIERS HOME 3700 N Capitol St NW Washington DC 20011 471453864 501(c)(3) 25230 Save Historic Places THE CHURCH HILL THEATRE INC 103 Walnut St Box 91 Church Hill MD 21623 521350573 501(c)(3) 25000 Save Historic Places WHEATLAND UNITED METHODIST CHURCH 8000 S Hampton Road STE 102 Dallas TX 75232 751325931 501(c)(3) 25000 Save Historic Places ARCHAEOLOGY SOUTHWEST 300 North Ash Alley Tucson AZ 85701 860640183 501(c)(3) 25000 Save Historic Places FILOLI CENTER INC 86 Canada Road Woodside CA 94062 952996648 501(c)(3) 23584 Save Historic Places TOWN OF HURLOCK PO Box 327 Charles St Hurlock MD 21643 520852017 501(c)(3) 22000 Save Historic Places PRESERVATION VIRGINIA 204 West Franklin Street Richmond VA 23220 540568800 501(c)(3) 20000 Save Historic Places KENT COUNTY ARTS COUNCIL PO Box 330 Chestertown MD 21620 521236800 501(c)(3) 19000 Save Historic Places HISTORIC WHIDBEY 82 S Ebey Rd Coupeville WA 98239 463720372 501(c)(3) 17000 Save Historic Places THE ARCHAEOLOGICAL CONSERVANCY 1717 Girard Blvd NE SUITE 1000 Albuquerque NM 87106 953403273 501(c)(3) 15000 Save Historic Places AUGUSTA COLONIAL THEATER 295 Water Street Augusta ME 04330 453012131 501(c)(3) 15000 Save Historic Places CAMBRIDGEPORT NEIGHBORHOOD ASSOCIATION INC 202 Hamilton St Cambridge MA 02139 203299641 501(c)(3) 15000 Save Historic Places HISTORIC OAKLAND FOUNDATION INC 248 Oakland Avenue SE Atlanta GA 30312 581276032 501(c)(3) 15000 Save Historic Places MANITOGA INC PO Box 249 Garrison NY 10524 133221841 501(c)(3) 15000 Save Historic Places OHKAY OWINGEH HOUSING AUTHORITY PO Box 1059 Ohkay Owingeh NM 87566 850446828 501(c)(3) 15000 Save Historic Places STEEPLE SQUARE PO Box 3188 Dubuque IA 52004 464898142 501(c)(3) 15000 Save Historic Places BELLE GROVE INC PO Box 537 SUITE 200 Middletown VA 22645 541047175 501(c)(3) 12624 Save Historic Places DOWNTOWN PARTNERS INC 610 N 4th St 200 Burlington IA 52601 421449669 501(c)(3) 12500 Save Historic Places FAIRMOUNT PARK CONSERVANCY 1617 JFK Blvd Philadelphia PA 19103 232703821 501(c)(3) 12100 Save Historic Places DRAYTON HALL PRESERVATION TRUST 3380 Ashley River Road SUITE 105 Charleston SC 29414 454938941 501(c)(3) 10530 Save Historic Places ANN NORTON SCULPTURE GARDENS 253 Barcelona Rd W Palm Beach FL 33401 591874060 501(c)(3) 10000 Save Historic Places ASTORIA DOWNTOWN HIST DIST ASSOCIATION PO Box 261 RM 235 Astoria OR 97103 930878314 501(c)(3) 10000 Save Historic Places AUSTIN COMMUNITY FOUNDATION 4315 Guadalupe St Austin TX 78751 741934031 501(c)(3) 10000 Save Historic Places CITY OF NEW BERN 300 Pollock St New Bern NC 28563 566000235 501(c)(3) 10000 Save Historic Places CITY OF PADUCAH KY 300 South 5th St Paducah KY 42002 616001891 501(c)(3) 10000 Save Historic Places COLORADO HISTORICAL FOUNDATION PO Box 363 Golden CO 80402 846043555 501(c)(3) 10000 Save Historic Places DOWNTOWN PAINESVILLE ORGANIZATION 47 S State 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501(c)(3) 10000 SAVE HISTORIC PLACES UNITED MINE WORKERS OF AMERICA 906 E Main Street Trinidad CO 81082 530159200 501(c)(3) 10000 SAVE HISTORIC PLACES VILLAGE OF HOLLY 300 East Street Holly MI 48442 823520876 501(c)(3) 10000 SAVE HISTORIC PLACES YWCA OF SEATTLE I KING I SNOHOMISH 1118 Fifth Ave Seattle WA 98101 910482890 501(c)(3) 10000 SAVE HISTORIC PLACES FRIENDS OF FORT HALIFAX PARK 570 N River Rd Halifax PA 17032 208377179 501(c)(3) 10000 SAVE HISTORIC PLACES MT HOLLY SPRINGS BOROUGH 200 Harman St Mt Holly Springs PA 17065 236002996 501(c)(3) 10000 SAVE HISTORIC PLACES STONY BROOK FOUNDATION INC 260 Mountain Trail Lane Acme PA 15610 116077945 501(c)(3) 10000 SAVE HISTORIC PLACES WASHINGTON ARCHITECTURAL FOUNDATION 421 7th Street Washington DC 20004 521592783 501(c)(3) 9600 SAVE HISTORIC PLACES MARYLAND & PENNSYLVANIA RAILROAD PRESERVATION SOCI PO Box 2262 York PA 17405 232441623 501(c)(3) 9000 SAVE HISTORIC PLACES LOS ANGELES CONSERVANCY 523 W 6th St 826 Los Angeles CA 90014 953273046 501(c)(3) 8600 SAVE HISTORIC PLACES THE STEEPLES PROJECT 913 Lina St Johnstown PA 15902 251888918 501(c)(3) 7750 SAVE HISTORIC PLACES CITY OF SOUTH BEND 227 W Jefferson Blvd South Bend IN 46601 356001201 501(c)(3) 7500 SAVE HISTORIC PLACES KANSAS STATE UNIVERSITY 105 ANDERSON HALL MAHHATTAN KS 66506 480771751 501(c)(3) 7500 SAVE HISTORIC PLACES LANDMARKS ILLINOIS 30 N Michigan Ave Chicago IL 60602 362879987 501(c)(3) 7500 SAVE HISTORIC PLACES NEW YORK UNIVERSITY 105 E 17TH ST NEW YORK NY 10003 135562308 501(c)(3) 7500 SAVE HISTORIC PLACES THE UNIVERSITY OF TEXAS OF AUSTIN 110 INNER CAMPUS DR AUSTIN TX 78712 746000203 501(c)(3) 7500 SAVE HISTORIC PLACES UNIVERSITY OF CALIFORNIA BERKELEY 2195 HEARST AVE BERKELEY CA 94720 946002123 501(c)(3) 7500 SAVE HISTORIC PLACES UNIVERSITY OF COLORADO DENVER CAMPUS BOX 125 DENVER CO 80217 846000555 501(c)(3) 7500 SAVE HISTORIC PLACES UNIVERSITY OF MARYLAND COLLEGE PARK ROUTE 1 COLLEGE PARK MD 20742 526002033 501(c)(3) 7500 SAVE HISTORIC PLACES UNIVERSITY OF PENNSYLVANIA 3451 WALNUT ST PHILADELPHIA PA 19104 231352685 501(c)(3) 7500 SAVE HISTORIC PLACES SAVE OUR CEMETERIES INC PO Box 56762 New Orleans LA 70156 510138358 501(c)(3) 7100 PRESERVATION ROCKEFELLER BROTHERS FUND 200 LAKE ROAD TARRYTOWN NY 10591 131760106 501(c)(3) 6000 MARBLEHEAD MUSEUM 170 Washington Street Marblehead MA 01945 046003248 501(c)(3) 5800 VILLA FINALE MUSEUM & GARDENS 401 King William St San Antonio TX 78204 530210807 501(c)(3) 5169 114 0 PART I, LINE 2: Grant recipients are required to submit a final report at the end of the project within one year of the date of the disbursement. Grantees must submit a budget and state how the funds were used at the end of the project. If a funding match is required, proof of the receipts is required. X X true true false false false false false false false Paul Edmondson President & CEO 414850 0 0 0 1165 0 14000 0 1025 0 431040 0 0 0 Kimberly Skelly To 120 Chief Development Officer 243273 0 0 0 265 0 12888 0 11018 0 267444 0 0 0 Carla Washinko To 419 Chief Financial Officer 83632 0 0 0 163944 0 5910 0 2879 0 256365 0 0 0 Katherine Malone-France Chief Preservation Officer 226212 0 0 0 259 0 11518 0 6896 0 244885 0 0 0 Thompson Mayes Chief Legal Ofcr & Secretary 215825 0 0 0 1165 0 11350 0 9174 0 237514 0 0 0 Barbara Pahl Senior VP - Field Offices 216516 0 0 0 2242 0 11029 0 6896 0 236683 0 0 0 Geoffrey Handy Chief Marketing Officer 217133 0 0 0 406 0 11250 0 5760 0 234549 0 0 0 Thomas Cassidy VP - Gov't Relations/Policy 202919 0 0 0 2242 0 10989 0 6909 0 223059 0 0 0 Tabitha Almquist Chief Administrative Officer 196594 0 0 0 159 0 10032 0 6840 0 213625 0 0 0 Marianna Knight VP - Human Resources 191197 0 0 0 700 0 9560 0 996 0 202453 0 0 0 Denise Wise VP of Finance & Controller 176340 0 0 0 445 0 9508 0 10972 0 197265 0 0 0 Andrew Simpson VP - Marketing 176417 0 0 0 241 0 9301 0 9139 0 195098 0 0 0 Patricia Woodworth Interim Chief Fin. Officer 168269 0 0 0 823 0 8413 0 683 0 178188 0 0 0 Ross Bradford Assistant Corporate Secretary 145446 0 0 0 118 0 7497 0 6802 0 159863 0 0 0 David Brown To 319 Chief Preservation Officer 85248 0 0 0 41096 0 6453 0 1727 0 134524 0 0 0 PART I, LINE 4A: Carla Washinko received a Severance Payment of $132,999. Lynn English Consultant became Interim CDO on January 6, 2020 39875 CONSULTING SERVICES false X 5 0 N/A X 49 3408004 Stock gifts X 10 0 N/A false true false 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. 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. 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