FURP.ORG / PUBLIC DATA EXPLORER

NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES (EIN 53-0210807)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-07-08
IRS object ID
202001909349301960
Schema version
2018v3.3
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-08T13:50:26-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18401 GREENSBORO DRIVE 800AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN530210807EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDENISE WISEPersonNm
Person TitleVP of Fin/ControllerPersonTitleTxt
Phone2025886000PhoneNum
Signature2020-07-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMarc BergerPreparerPersonNm
PTINP01871563PTIN
Phone7038930600PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.190.228.61IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id54621820201905000080FederalOriginalSubmissionId
Federal Original Submission Id2020-07-08FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id651D255A1A915A1FDEE8CC96D476D00223E3EE33AtSubmissionCreationDeviceId
At Submission Filing Device IdF80C4C4CE64063363A32333BB37C43EAD2BBFD59AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPAUL EDMONDSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 VIRGINIA AVENUE NW 1100AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$103,951,369GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressSAVINGPLACES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1949FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE O.ActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee401TotalEmployeeCnt
Total Volunteers865TotalVolunteersCnt
Total Gross UBI$999,646TotalGrossUBIAmt
PY Contributions Grants$65,970,800PYContributionsGrantsAmt
CY Contributions Grants$39,569,269CYContributionsGrantsAmt
PY Program Service Revenue$4,973,686PYProgramServiceRevenueAmt
CY Program Service Revenue$5,057,609CYProgramServiceRevenueAmt
PY Investment Income$7,134,608PYInvestmentIncomeAmt
CY Investment Income$16,484,676CYInvestmentIncomeAmt
PY Other Revenue$2,434,560PYOtherRevenueAmt
CY Other Revenue$2,846,230CYOtherRevenueAmt
PY Total Revenue$80,513,654PYTotalRevenueAmt
CY Total Revenue$63,957,784CYTotalRevenueAmt
PY Grants And Similar Paid$7,364,798PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,360,173CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$23,327,373PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$22,893,889CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$402,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$535,961CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$5,844,195CYTotalFundraisingExpenseAmt
PY Other Expenses$23,118,443PYOtherExpensesAmt
CY Other Expenses$28,448,407CYOtherExpensesAmt
PY Total Expenses$54,212,614PYTotalExpensesAmt
CY Total Expenses$60,238,430CYTotalExpensesAmt
PY Revenues Less Expenses$26,301,040PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,719,354CYRevenuesLessExpensesAmt
Total Assets BOY$357,126,901TotalAssetsBOYAmt
Total Assets EOY$354,581,540TotalAssetsEOYAmt
Total Liabilities BOY$52,775,390TotalLiabilitiesBOYAmt
Total Liabilities EOY$44,745,878TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$304,351,511NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$309,835,662NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE NATIONAL TRUST FOR HISTORIC PRESERVATION PROTECTS SIGNIFICANT PLACES REPRESENTING OUR DIVERSE CULTURAL HERITAGE BY TAKING DIRECT ACTION AND INSPIRING BROAD PUBLIC SUPPORT.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$19,931,823ExpenseAmt
Grant$1,308,503GrantAmt
Revenue$3,787,381RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$15,899,769ExpenseAmt
Grant$5,135,202GrantAmt
Revenue$696,852RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$11,712,146ExpenseAmt
Grant$1,916,468GrantAmt
Revenue$1,610,384RevenueAmt
DescSEE SCHEDULE ODesc
FieldValueIRS element (for citing)
Total Program Service Expenses$47,543,738TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document404IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee401EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (true)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDENISE WISEPersonNm
Phone2025886000PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Timothy P Whalen
Trustee, Chair2.00.0Yes (X)Yes (X)$0$0$0
Susan E Chapman-Hughes
Trustee, Vice Chair2.00.0Yes (X)Yes (X)$0$0$0
Jay C Clemens
Trustee, Vice Chair2.00.0Yes (X)Yes (X)$0$0$0
Christina Lee Brown
Trustee2.00.0Yes (X)$0$0$0
Linda Bruckheimer
Trustee2.00.0Yes (X)$0$0$0
Laura W Bush
Trustee2.00.0Yes (X)$0$0$0
Lawrence H Curtis
Trustee2.00.0Yes (X)$0$0$0
Damien Dwin
Trustee2.00.0Yes (X)$0$0$0
Kevin Gover
Trustee2.00.0Yes (X)$0$0$0
F Sheffield Hale
Trustee2.00.0Yes (X)$0$0$0
Luis G Hoyos
Trustee2.00.0Yes (X)$0$0$0
Shelley I Hoon Keith
Trustee2.00.0Yes (X)$0$0$0
CH Randolph Lyon
Trustee2.00.0Yes (X)$0$0$0
Martha Nelson
Trustee2.00.0Yes (X)$0$0$0
Charles M Royce
Trustee2.00.0Yes (X)$0$0$0
Fernando E Lloveras San Miguel
Trustee2.00.0Yes (X)$0$0$0
Lisa See
Trustee2.00.0Yes (X)$0$0$0
G Jackson Tankersley Jr
Trustee2.00.0Yes (X)$0$0$0
Phoebe Tudor
Trustee2.00.0Yes (X)$0$0$0
Edward J Passarelli
Statutory Ex-Officio Trustee2.00.0Yes (X)$0$0$0
Kaywin Feldman
Statutory Ex-Officio Trustee2.00.0Yes (X)$0$0$0
Todd Willens
Statutory Ex-Officio Trustee2.00.0Yes (X)$0$0$0
Donna Colson
NonStatutory ExOfficio Trustee2.00.0Yes (X)$0$0$0
Jean Follett
NonStatutory ExOfficio Trustee2.00.0Yes (X)$0$0$0
Kirk Huffaker
NonStatutory ExOfficio Trustee2.00.0Yes (X)$0$0$0
Stephanie Meeks
President & CEO thru 12/1839.01.0Yes (X)$601,731$0$25,943
Paul W Edmondson
President & CEO39.01.0Yes (X)$303,009$0$18,070
Carla Washinko
Chief Fin/Admin Ofcr thru 4/1940.00.0Yes (X)$254,952$0$34,000
Patricia Woodworth
Interim Chief Fin/Admin Offcr40.00.0Yes (X)$0$0$0
Thompson M Mayes
Acting Chf Legal Ofcr & Sectry40.00.0Yes (X)$172,574$0$29,463
Ross Bradford
Assistant Corporate Secretary40.00.0Yes (X)$135,142$0$17,183
David Brown
Chief Preservtn Ofcr thru 3/1940.00.0$340,206$0$36,083Yes (X)
Katherine Malone-France
Interim Chief Preservation Ofr40.00.0$174,181$0$20,008Yes (X)
Kimberly Skelly
Chief Development Officer40.00.0$196,126$0$38,100Yes (X)
Barbara Pahl
Senior VP - Field Offices40.00.0$214,453$0$21,364Yes (X)
Tom Cassidy
VP - Gov't Relations/Policy40.00.0$198,579$0$37,333Yes (X)
Marianna Knight
VP - Human Resources40.00.0$189,017$0$9,415Yes (X)
Andrew Simpson
VP - Marketing40.00.0$172,693$0$19,421Yes (X)
Denise Wise
Controller40.00.0$170,271$0$33,543Yes (X)
Jon Kevin Gosset
Chief Adcvmt Officer thru 5/1840.00.0$178,530$0$23,676Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,301,464TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$363,602TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K43IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BEACONFIRE RED
2300 CLARENDON BLVD SUITE 925ARLINGTONVA22201Digital Marketing$311,138
DAY ONE AGENCY
307 SEVENTH AVENUE 21st FloorNEW YORKNY10001Comm & Content Svcs$274,500
BDO USA LLP
PO BOX 642743PITTSBURGHPA152642743Audit & Tax Services$227,990
VIGET LABS LLC
105 WEST BROAD ST 4TH FLOORFALLS CHURCHVA22046Digital Engagement$131,062
SSKS LLC DBA SUNSHINE SACHS
136 MADISON AVE 17TH FLOORNEW YORKNY10016Social Media Consult$104,152
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Federated Campaigns$33,085FederatedCampaignsAmt
Membership Dues$3,514,995MembershipDuesAmt
Fundraising$261,271FundraisingAmt
Government Grants$618,685GovernmentGrantsAmt
All Other Contributions$35,141,233AllOtherContributionsAmt
Noncash Contributions$5,127,063NoncashContributionsAmt
Total Contributions$39,569,269TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
DUES900099$945,474$945,474
CONTRACT SERVICES/COMMISSIONS900099$246,803$246,803
ADMISSION AND SPECIAL EVENTS900099$3,112,329$2,981,821$130,508
ADVERTISING541800$513,941$513,941
REIMBURSEMENT OF EXPENSES900099$239,062$239,062
FieldValueIRS element (for citing)
Total Program Service Revenue$5,057,609TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,302,662TotalRevenueColumnAmt
Exclusion$8,302,662ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,276,682TotalRevenueColumnAmt
Unrelated Business Revenue$102,927UnrelatedBusinessRevenueAmt
Exclusion$1,173,755ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,924,222RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,311,051RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$613,171RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$613,171TotalRevenueColumnAmt
Related Or Exempt Func Income$613,171RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$45,278,843SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$37,096,829SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$8,182,014SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,182,014TotalRevenueColumnAmt
Exclusion$8,182,014ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$173,519FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$261,271ContriRptFundraisingEventAmt
Fundraising Direct Expenses$262,187FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$88,668TotalRevenueColumnAmt
Exclusion-$88,668ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$999,625GrossSalesOfInventoryAmt
Cost Of Goods Sold$323,518CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$676,107TotalRevenueColumnAmt
Related Or Exempt Func Income$423,837RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$252,270UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
INSURANCE REPAYMENTS900099$116,215$116,215
MISC INCOME900099$252,723$252,723
FieldValueIRS element (for citing)
Other Revenue Total$368,938OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$63,957,784TotalRevenueColumnAmt
Related Or Exempt Func Income$5,450,168RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$999,646UnrelatedBusinessRevenueAmt
Exclusion$17,938,701ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$8,351,602TotalAmt
Program Services$8,351,602ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$8,571TotalAmt
Program Services$8,571ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,189,760TotalAmt
Program Services$848,827ProgramServicesAmt
Management And General$707,304ManagementAndGeneralAmt
Fundraising$633,629FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$17,567,039TotalAmt
Program Services$13,614,909ProgramServicesAmt
Management And General$1,690,969ManagementAndGeneralAmt
Fundraising$2,261,161FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$673,811TotalAmt
Program Services$538,000ProgramServicesAmt
Management And General$36,607ManagementAndGeneralAmt
Fundraising$99,204FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,172,763TotalAmt
Program Services$970,089ProgramServicesAmt
Management And General$81,581ManagementAndGeneralAmt
Fundraising$121,093FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,290,516TotalAmt
Program Services$1,002,373ProgramServicesAmt
Management And General$93,122ManagementAndGeneralAmt
Fundraising$195,021FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$210,554TotalAmt
Program Services$152,994ProgramServicesAmt
Management And General$46,916ManagementAndGeneralAmt
Fundraising$10,644FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$158,100TotalAmt
Management And General$152,300ManagementAndGeneralAmt
Fundraising$5,800FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$17,500TotalAmt
Program Services$17,500ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$535,961TotalAmt
Fundraising$535,961FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$738,766TotalAmt
Program Services$669,692ProgramServicesAmt
Management And General$69,074ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,125,605TotalAmt
Program Services$2,358,008ProgramServicesAmt
Management And General$431,736ManagementAndGeneralAmt
Fundraising$335,861FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$354,565TotalAmt
Program Services$261,714ProgramServicesAmt
Management And General$65,532ManagementAndGeneralAmt
Fundraising$27,319FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,659,376TotalAmt
Program Services$1,091,353ProgramServicesAmt
Management And General$346,922ManagementAndGeneralAmt
Fundraising$221,101FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,879,933TotalAmt
Program Services$2,046,032ProgramServicesAmt
Management And General$456,212ManagementAndGeneralAmt
Fundraising$377,689FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,350,239TotalAmt
Program Services$1,068,289ProgramServicesAmt
Management And General$126,456ManagementAndGeneralAmt
Fundraising$155,494FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$342,468TotalAmt
Program Services$64,781ProgramServicesAmt
Management And General$277,687ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,870,490TotalAmt
Program Services$237,398ProgramServicesAmt
Management And General$1,633,092ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$751,053TotalAmt
Program Services$566,961ProgramServicesAmt
Management And General$184,092ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
REAL ESTATE$6,035,787$6,035,787
PROPERTY DEVELOPMENT$2,172,049$2,168,709$340$3,000
PRINTING$2,552,825$2,198,340$4,565$349,920
POSTAGE$1,302,079$1,078,798$30,572$192,709

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,927,018TotalAmt
Program Services$2,193,011ProgramServicesAmt
Management And General$415,418ManagementAndGeneralAmt
Fundraising$318,589FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$60,238,430TotalAmt
Program Services$47,543,738ProgramServicesAmt
Management And General$6,850,497ManagementAndGeneralAmt
Fundraising$5,844,195FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,515,416BOYAmt
EOY$16,857,337EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$42,288,312BOYAmt
EOY$45,126,899EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,614,502BOYAmt
EOY$1,524,933EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$443,944BOYAmt
EOY$461,012EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,018,114BOYAmt
EOY$801,386EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$16,675,109LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,831,913LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$11,056,177BOYAmt
EOY$9,843,196EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$42,876,545BOYAmt
EOY$37,403,756EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$254,529,362BOYAmt
EOY$241,570,162EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$784,529BOYAmt
EOY$992,859EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$357,126,901BOYAmt
EOY$354,581,540EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$8,548,753BOYAmt
EOY$7,909,251EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$10,477,315BOYAmt
EOY$8,005,258EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$9,870,463BOYAmt
EOY$6,953,055EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$23,878,859BOYAmt
EOY$21,878,314EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$52,775,390BOYAmt
EOY$44,745,878EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$99,399,027BOYAmt
EOY$103,622,249EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$86,999,256BOYAmt
EOY$86,245,927EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$117,953,228BOYAmt
EOY$119,967,486EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$304,351,511BOYAmt
EOY$309,835,662EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$357,126,901BOYAmt
EOY$354,581,540EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,719,354ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,764,797NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,924,529CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,018,553CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,300,800CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,970,800CurrentTaxYearMinus1YearAmt
Current Tax Year$39,485,669CurrentTaxYearAmt
Total$180,700,351TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,924,529CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,018,553CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,300,800CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,970,800CurrentTaxYearMinus1YearAmt
Current Tax Year$39,485,669CurrentTaxYearAmt
Total$180,700,351TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$53,823,858SubstantialContributorsTotAmt
Public Support Total170$126,876,493PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,285,099CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,870,870CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,332,079CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,133,752CurrentTaxYearMinus1YearAmt
Current Tax Year$9,476,418CurrentTaxYearAmt
Total$33,098,218TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$98,279CurrentTaxYearMinus1YearAmt
Current Tax Year$999,646CurrentTaxYearAmt
Total$1,097,925TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,948,166CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$701,190CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,494,689CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$217,551CurrentTaxYearMinus1YearAmt
Current Tax Year$452,538CurrentTaxYearAmt
Total$4,814,134TotalAmt
FieldValueIRS element (for citing)
Total Support$219,710,628TotalSupportAmt
Gross Receipts Rltd Activities$26,725,401GrossReceiptsRltdActivitiesAmt
Public Support CY1700.57747PublicSupportCY170Pct
Public Support PY1700.57269PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$157,572FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$310,918FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$468,490FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$59,769,940FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$60,238,430FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

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

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

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

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$482,024CurrentYearMinus3Amt
Current Year Minus2$329,059CurrentYearMinus2Amt
Current Year Minus1$486,393CurrentYearMinus1Amt
Current Year$468,490CurrentYearAmt
Total$1,765,966TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

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

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$54,445CurrentYearMinus3Amt
Current Year Minus2$171,856CurrentYearMinus2Amt
Current Year Minus1$116,090CurrentYearMinus1Amt
Current Year$157,572CurrentYearAmt
Total$499,963TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held6DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held1FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$10,000DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$0FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$366,433DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$0FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$6,923,674DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$164,135FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Historic Land AreaYes (X)HistoricLandAreaInd
Historic StructureYes (X)HistoricStructureInd
Total Easements125TotalEasementsCnt
Total Acreage953.11TotalAcreageCnt
Historic Structure Easements104HistoricStructureEasementsCnt
Historic Strctr Easements Aftr5HistoricStrctrEasementsAftrCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held26StatesEasementsHeldCnt
Written Policy MonitoringYes (true)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement3544.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$243,790ExpensesIncurredEnforcementAmt
Section170h Rqr StsfdYes (true)Section170hRqrStsfdInd
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SaleYes (true)SolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$245,073,534BeginningYearBalanceAmt
Contributions$1,367,899ContributionsAmt
Investment Earnings Or Losses$31,727,169InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,356,301GrantsOrScholarshipsAmt
Other Expenditures$9,234,158OtherExpendituresAmt
Administrative Expenses$5,014,989AdministrativeExpensesAmt
End Year Balance$262,563,154EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$270,110,391BeginningYearBalanceAmt
Contributions$1,387,561ContributionsAmt
Investment Earnings Or Losses-$7,987,480InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,563,495GrantsOrScholarshipsAmt
Other Expenditures$15,691,433OtherExpendituresAmt
Administrative Expenses$1,182,010AdministrativeExpensesAmt
End Year Balance$245,073,534EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$291,685,068BeginningYearBalanceAmt
Contributions-$63,855ContributionsAmt
Investment Earnings Or Losses-$4,930,949InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,372,952GrantsOrScholarshipsAmt
Other Expenditures$13,831,414OtherExpendituresAmt
Administrative Expenses$1,375,507AdministrativeExpensesAmt
End Year Balance$270,110,391EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.35000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.37000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.28000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,787,990OtherCostOrOtherBasisAmt
Depreciation$1,729,043DepreciationAmt
Book Value$5,058,947BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,269,629OtherCostOrOtherBasisAmt
Depreciation$1,218,582DepreciationAmt
Book Value$2,051,047BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,617,490OtherCostOrOtherBasisAmt
Depreciation$3,884,288DepreciationAmt
Book Value$2,733,202BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$9,843,196TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INVESTMENT IN SUBSIDIARIES$20,936,363C
OTHER NON-PUBLIC INVESTMENTS$220,633,799F
FieldValueIRS element (for citing)
Total Book Value Securities$241,570,162TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (12 entries)

DescDescAmtAmt
GIFT ANNUITIES$1,252,719
ENDOWMENT FOR CONGRESSIONAL CEMETARY$5,130,393
DEFERRED RENT$4,939,443
ENDOWMENT FOR MONTPELIER$9,307,522
ENDOWMENT FOR BELLE GROVE$258,905
CHARITABLE REMAINDER TRUSTS$366,929
EMERSON SCHOOL DEPOSIT RESERVE$23,134
NELLY'S NEEDLERS LIABILITY$23,984
457B PLAN BALANCE$373,807
RETAINED LIFE ESTATES$180,000
ENDOWMENT HELD FOR NMSC$3,773
POOLED INCOME FUND LIABILITY$17,705
FieldValueIRS element (for citing)
Total Liability$21,878,314TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$68,252,115TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,764,797NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$2,682,595DonatedServicesAndUseFcltsAmt
Revenue Not Reported$4,447,392RevenueNotReportedAmt
Revenue Subtotal$63,804,723RevenueSubtotalAmt
Investment Expenses Not Incld$738,766InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$585,705OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$153,061RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$63,957,784TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$62,767,964TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$2,682,595DonatedServicesUseFcltsAmt
Other Expenses Included$585,705OtherExpensesIncludedAmt
Expenses Not Reported$3,268,300ExpensesNotReportedAmt
Expenses Subtotal$59,499,664ExpensesSubtotalAmt
Investment Expenses Not Incld2$738,766InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$738,766ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$60,238,430TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 4:NUMBER OF STATES WHERE PROPERTIES SUBJECT TO CONSERVATION EASEMENTS ARE LOCATED WAS 25 PLUS THE DISTRICT OF COLUMBIA FOR A TOTAL OF 26.
PART II, LINE 5:The National Trust's Board-established easement policy sets out general standards for acquisition, inspection and enforcement. These policies are reflected in easement deeds, authorizing inspection rights and full enforcement powers. The National Trust physically inspects its easements on a regular basis. In addition to physical monitoring, the National Trust also monitors properties through the provision of technical advice to property owners related to the care and maintenance of their property. Also, the National Trust, using the Secretary of the interior's Standards for the Treatment of Historic Properties, reviews the existing condition of a property whenever it receives a request to make a change or alteration from a property owner. The National Trust enforces restrictions in easements, including through legal action when necessary.
PART II, LINE 9:Expenses relating to the administration of the National Trust's easement program are included as program-related expenses on the Statement of Functional Expenses. The value of easements is not included on the Statement of Financial Position.
PART III, LINE 1a:The Trust's museum collection includes historic sites, structures, landscapes and objects that are available to the public or held for that purpose. It acquires its collection by purchase or by donation. The Trust's Collections Management Policy includes guidance on the documentation, preservation, care, and management of the collections and procedures related to the accession and deaccession of collection items. In conformity with the practice generally follwed 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, 2016 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: $(323,518) Special Event Expense: (262,187) Total: $(585,705)
PART XII, LINE 2D:Cost of Goods Sold: $ 323,518 Special Event Expense: 262,187 Total: $ 585,705

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanInvestments$67,124,175
Europe (Including Iceland and Greenland)Grantmaking$8,571
FieldValueIRS element (for citing)
Subtotal Spent$67,132,746SubtotalSpentAmt
Total Spent$67,132,746TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionEurope (Including Iceland and Greenland)RegionTxt
Purpose Of GrantPRESERVATIONPurposeOfGrantTxt
Cash Grant$8,571CashGrantAmt
Manner Of Cash DisbursementWIRE TRANSFRMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Total Other Org1TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationThe 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. During 2019, Katherine Malone-France, Interim Chief Preservation Officer, sat on the Executive Committee of INTO where NTHP has a permanent seat. In that capacity, she reviewed budgets and expenditures of the INTO Secretariat and worked closely with the Head of the Secretariat on INTO issues of special interests in the United States.ExplanationTxt

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
BEACONFIRE RED
2300 Clarendon BlvdSuite 925ArlingtonVA22201ONLINE Fundraisingfalse$0$312,961$0
EIDOLON COMMUNICATIONS INC
15 Maiden LaneSuite 1401New YorkNY10038DIRECT MARKETINGfalse$0$223,000$0
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$535,961TotalRetainedByContractorsAmt
Total Net To Organization$0TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Glass HouseEvent1Nm
Gross Receipts Event1$309,175GrossReceiptsEvent1Amt
Charitable Contri Event1$193,885CharitableContriEvent1Amt
Gross Revenue Event1$115,290GrossRevenueEvent1Amt
Other Direct Expenses Event1$198,234OtherDirectExpensesEvent1Amt
Event2WoodlawnEvent2Nm
Gross Receipts Event2$50,944GrossReceiptsEvent2Amt
Charitable Contri Event2$12,000CharitableContriEvent2Amt
Gross Revenue Event2$38,944GrossRevenueEvent2Amt
Other Direct Expenses Event2$19,500OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$74,671GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$55,386CharitableContriOtherEventsAmt
Gross Revenue Other Events$19,285GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$44,453OthDirectExpnssOtherEventsAmt
Gross Receipts Total$434,790GrossReceiptsTotalAmt
Charitable Contributions Tot$261,271CharitableContributionsTotAmt
Gross Revenue Total Events$173,519GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$262,187OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$262,187DirectExpenseSummaryEventsAmt
Net Income Summary-$88,668NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II, EVENT TYPE:FormAndLineReferenceDesc
Explanation(A) EVENT #1: GLASS HOUSE FUNDRAISING EVENTS (B) EVENT #2: WOODLAWN SPRING EVENTExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (110 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
51 Street Business Assoc
220 E 51st StreetChicagoIL60615270881341501(c)(3)$20,000SAVE HISTORIC PLACES
ALLEN HISTORICAL SOCIETY
PO BOX 31ALLENMD21810522004423501(c)(3)$10,000Save Historic Places
AMERICAN COLLEGE OF THE BUILDING ARTS
21 MAGAZINE STREETCHARLESTONSC29401571075250501(c)(3)$10,000Save Historic Places
Archaeology Southwest
300 N Ash AlleyTucsonAZ85701860640183501(c)(3)$10,000Save Historic Places
ASS'N FOR PRESERV OF CONGRESSIONAL CEMETERY
1801 E ST SEWASHINGTONDC20003521071828501(c)(3)$233,272Save Historic Places
BELLE GROVE INC
PO BOX 537MIDDLETOWNVA22645541047175501(c)(3)$47,520Save Historic Places
BENT COUNTY HISTORICAL SOCIETY
PO BOX 68LAS ANIMASCO81054840576719501(c)(3)$6,581Save Historic Places
BISHOP BLUE
BOX 1724MARSHALLTX75671010906199501(c)(3)$15,000Save Historic PlacesC/O BETHEL WOOD CENTER FOR THE ARTS
BLUE TRIANGLE MULTICULTURAL ASSOC INC
3005 MCGOWEN STREETHOUSTONTX77004760578155501(c)(3)$15,000Save Historic Places
BOSCO-MILLIGAN FOUNDATION
701 SE GRAND AVEPORLANDOR97214943090169501(c)(3)$7,500Save Historic Places
BRUCEMORE INC
2160 LINDEN DR SECEDAR RAPIDSIA52403421170531501(c)(3)$50,000Save Historic Places
CAVE HILL HERITAGE FOUNDATION INC
701 BAXTER AVELOUISVILLEKY40204562498254501(c)(3)$7,500Save Historic Places
CHATTAHOOCHEE COUNTY HISTORIC PRESERVATION SOCIETY
113 SANDY ST PO BOX 2CUSSETAGA31805582139070501(c)(3)$10,000Save Historic Places
CITY AND COUNTY OF DENVER
1345 CHAMPA STREETDENVERCO80204846000580501(c)(3)$10,000Save Historic Places
CITY OF HAMMOND
PO BOX 2788HAMMONDLA704042788720573539501(c)(3)$15,000Save Historic Places
CITY OF LEADVILLE
800 HARRISON AVELEADVILLECO80461846000607501(c)(3)$180,000Save Historic Places
City of New Bern
300 Pollock StNew BernNC28563566000235501(c)(3)$10,000Save Historic Places
City of San Marcos TX
317 N LBI DrSan MarcosTX78666746002238501(c)(3)$20,000Save Historic Places8th FLOOR
CLAYBORN REBORN LLC
1548 POPLAR AVEMEMPHISTN38704814217792501(c)(3)$20,000Save Historic Places
CLIVEDEN INC
6401 GERMANTOWN AVEPHILADELPHIAPA19144232232675501(c)(3)$35,692Save Historic Places
CONGREGATION BETH AHABAH
1121 WEST FRANKLIN STREETRICHMONDVA23220540139980501(c)(3)$250,000Save Historic Places
CORNERSTONES COMMUNITY PARTNERSHIPS
227 OTERO STREETSANTA FENM87501850425771501(c)(3)$18,333Save Historic Places
COSTILLA COUNTY ECONOMIC DEVELOP COUNCIL
401 S CHURCH PL PO BOX 9SAN LUISCO81152742474472501(c)(3)$10,000Save Historic Places
DADE HERITAGE TRUST INC
190 SE 12TH TERRACEMIAMIFL33131592194849501(c)(3)$15,000Save Historic Places
DAISY WILSON ARTIST COMMUNITY INC
1621 BEDFORD AVENUEPITTSBURGHPA15219263433353501(c)(3)$50,000Save Historic Places
Dartmouth Heritage Program
P O Box 87026DartmouthMA02748260298162501(c)(3)$13,000Save Historic PlacesSUITE 225
DIOCESE OF EASTON
314 NORTH STREETEASTONMD21601526015614501(c)(3)$25,000Save Historic Places
DORCHESTER COUNTY MARYLAND
501 COURT LANECAMBRIDGEMD21613526000933501(c)(3)$24,500Save Historic Places
Downtown Danville VA
PO Box 853DanvilleVA24543542023394501(c)(3)$170,000Save Historic Places
Drayton Hall Preservation Trust
3380 Ashley River RoadCharlestonSC29414454938941501(c)(3)$6,000Save Historic Places
DUNBAR COALITION INC
325 W 2nd STREETTUCSONAZ85705860776891501(c)(3)$75,000Save Historic PlacesPO BOX 213
Earth Comm Garden UT
PO Box 220101Salt Lake CityUT84622260853465501(c)(3)$20,000Save Historic Places
EASTERN SHORE LAND CONSERVANCY
114 S WASHINGTON STREETEASTONMD21601521711989501(c)(3)$25,000Save Historic Places
EASTEND STUDIO & GALLERY
143 W MICHIGAN AVEMARCHALLMI49068432098353501(c)(3)$15,000Save Historic Places
EMANCIPATION PARK CONSERVANCY
3018 EMANCIPATION PARKHOUSTONTX77004472199904501(c)(3)$10,000Save Historic PlacesABERNATHY ELEMENTARY SCHOOL PTA
EPIPHANY CONSERVATION TRUST
2808 ALTURA STREETLOS ANGELESCA90031273690340501(c)(3)$170,000Save Historic Places
FILOLI CENTER INC
86 CANADA ROADWOODSIDECA940620000952996648501(c)(3)$15,000Save Historic Places
FIRST CONGREGATIONAL CHURCH OF DETROIT
33 E FOREST AVEDETROITMI48201381405585501(c)(3)$15,000Save Historic Places
FND FOR PRESERVATION 20 ARLINGTON ST INC
50 CONGRESS ST STE 925BOSTONMA02109811773306501(c)(3)$10,000Save Historic Places
FRIENDS COLTRANE HOME IN DIX HILLS INC
PO BOX 2171HUNTINGTONNY11743270140878501(c)(3)$75,000Save Historic Places
FRIENDS OF CAMP SECURITY
PO BOX 20008YORKPA17401233087149501(c)(3)$6,400Save Historic PlacesSTE 500W
FRIENDS OF THE STONE CHURCH INC
PO BOX 347GILBERTVILLEMA01031474575235501(c)(3)$15,000Save Historic PlacesNO 256
GARFIELD CENTER FOR THE ARTS
210 HIGH STREETCHESTERTOWNMD21620522343419501(c)(3)$6,000Save Historic Places
GEORGETOWN UNIVERSITY
37th and O STREET NWWASHINGTONDC20057530196603501(c)(3)$15,000Save Historic Places
GRACE UNITED METHODIST CHURCH
4105 JUNIUS STREETDALLASTX75246750808789501(c)(3)$100,000Save Historic Places
GREEN HILL CHURCH COMMITTEE
PO BOX 173QUANTICOMD21856526015614501(c)(3)$10,000Save Historic PlacesSTE 248
GUAM PRESERVATION TRUST
PO BOX 3036HAGATNAGU96932666013033501(c)(3)$10,000Save Historic PlacesC/O COMMUNITY FOUNDATION FUND INC
HARRODSBURG HISTORICAL SCIEETY
220 SOUTH CHILES STREETHARRODSBURGKY40330610651356501(c)(3)$10,000Save Historic Places558
Hawaiian Mission House
553 South King StreetHonoluluHI96813990073491501(c)(3)$9,500Save Historic Places
HEART OF BIDDEFORD
205 MAIN STREET STE 103BIDDEFORDME04005342003673501(c)(3)$170,000Save Historic PlacesSTE 102
HISPANIC SOCIETY OF AMERICA
613 WEST 155th STREETNEW YORKNY10032135661025501(c)(3)$20,000Save Historic Places
Historic Alexandria
220 N Washington StreetAlexandriaVA22314546001103501(c)(3)$50,000Save Historic Places
HISTORIC ANNAPOLIS INC
42 EAST STREETANNAPOLISMD21401520645783501(c)(3)$10,000Save Historic PlacesSTE 2203
HISTORIC HUDSON RIVER TOWNS INC
180 ROUTE 100KATONAHNY10536562479490501(c)(3)$7,500Save Historic Places
Kent Downtown PartnWA
202 W Gowe Street STE AKentWA98032911573465501(c)(3)$20,000Save Historic Places
LOUISVILLE PRESERVATION FUND INC
325 WEST MAIN ST SUITE 1110LOUISVILLEKY40202462871014501(c)(3)$15,000Save Historic Places
LUTHERAN CHURCH OF THE REFORMATION
212 EAST CAPITOL ST NEWASHINGTONDC20003530205695501(c)(3)$125,000Save Historic PlacesSUITE 1000
MADISON COUNTY EDUCATION FOUNDATION
5738 US 25/70 HWYMARSHALLNC28753581986660501(c)(3)$50,000Save Historic Places
Mai Wah Association (Mnst Uptown ButteMT)
66 W Park StreetButteMT597011726121234569501(c)(3)$152,000Save Historic Places
MAINSTREET YORK INC
2 EAST MARKET STREETYORKPA17401232411781501(c)(3)$15,000Save Historic Places
MARY ELIZA FREEMAN CENTER HISTORY COMMUNITY
1019 MAIN STREET STE 210BRIDGEPORTCT06604271427856501(c)(3)$50,000Save Historic Places
MASON COUNTY FISCAL COURT
31 WSET THIRD SREETMAYSVILLEKY41056616000876501(c)(3)$6,000Save Historic Places
MIAMI DADE COLLEGE
11011 SW 104th ST RM 9254MIAMIFL33176591210485501(c)(3)$20,000Save Historic Places
MILWAUKEE PRESERVATION ALLIANCE
PO BOX 510642MILWAUKEEWI53203432026706501(c)(3)$6,000Save Historic PlacesSUITE 200
Mnst Oakland County MI
303 East StreetRochesterMI48307382476777501(c)(3)$40,000Save Historic Places
MOKUAIKAUA CHURCH (CONGREGATIONAL)
75-5713 ALII DRKAILUA KONAHI96740990113266501(c)(3)$250,000Save Historic Places
Montana Heritage Commission MT Dept of Commerce
300 Wallace StreetVirginia CityMT59755810302402501(c)(3)$10,000Save Historic PlacesSUITE 105
MONTPELIER FOUNDATION
PO BOX 67MONTPELIER STATIONVA22957311620682501(c)(3)$158,036Save Historic Places
MUSEUM OF AFRICAN-AMERICAN HISTORY
46 JOY STBOSTONMA021140000042429556501(c)(3)$16,908Save Historic PlacesRM 235
NATIONAL MAIN ST CENTER INC
2600 VIRGINIA AVE NW 1000WASHINGTONDC20037461405965501(c)(3)$37,538Save Historic PlacesSUITE 201
NATIONAL WOMEN'S HALL OF FAME INC
76 FALL ST PO BOX 335SENECA FALLSNY13148237042891501(c)(3)$170,000Save Historic Places
NATIONAL ASSOCIATION COLORED WOMEN'S CLUBS
1601 R STREET NWWASHINGTONDC20009530182943501(c)(3)$50,000Save Historic Places
Nicholas County
125 East Main StCarlisleKY40311616000729501(c)(3)$10,000Save Historic Places
NIHONMACHI LITTLE FRIENDS
1830 SUTTER STREETSAN FRANCISCOCA94115942325686501(c)(3)$150,000Save Historic Places
OATLANDS INC
20850 OATLANDS PLANTATION LALEESBURGVA201750000541118635501(c)(3)$120,200Save Historic Places
OHIO HISTORICAL SOCIETY
800 E 17TH AVECOLUMBUSOH43211314389673501(c)(3)$15,000Save Historic Places
Old Spanish Mission Inc
PO Box 7804San AntonioTX78207742155244501(c)(3)$250,000Save Historic Places
PA Ave MNST MD
1700 Pennsylvania AvenueBaltimoreMD21217521016700501(c)(3)$148,000Save Historic Places
Paramount Arts Center Inc
1300 Winchester AveAshlandKY41101611181883501(c)(3)$7,500Save Historic Places
POINTE COUPEE PARISH POLICE JURY
160 EAST MAIN STREETNEW ROADSLA70760726001105501(c)(3)$10,000Save Historic Places
PRESERVATION DETROIT
PO BOX 6624DETROITMI48202382827377501(c)(3)$8,000SAVE HISTORIC PLACES
PRESERVATION MARYLAND INC
3600 CLIPPER MILL RD STE 248BALTIMOREMD21211520609575501(c)(3)$10,000SAVE HISTORIC PLACES
PRESERVATION RESOURCE CENTER OF NEW ORLEANS
923 TCHOUPITOULAS STREETNEW ORLEANSLA70130720760857501(c)(3)$24,000SAVE HISTORIC PLACES
PRESERVATION VIRGINIA
204 W FRANKLIN STRICHMONDVA23220540568800501(c)(3)$75,000SAVE HISTORIC PLACES
Pres Lincolns Cottage at the Soldiers Home
3700 North Capitol ST NW 558WashingtonDC200118400471453864501(c)(3)$68,400SAVE HISTORIC PLACES
QUINN CHAPEL AME CHURCH
2401 S WABASH AVECHICAGOIL60616362897358501(c)(3)$227,000SAVE HISTORIC PLACES
Retreat Colored Rosenwald
PO Box 181WestminsterSC29693463169952501(c)(3)$11,500SAVE HISTORIC PLACES
ROCKEFELLER BROTHERS FUND
200 LAKE ROADTARRYTOWNNY10591131760106501(c)(3)$791,208SAVE HISTORIC PLACES
Roslindale Village MA
4236A Washington StRoslindaleMA02131042883378501(c)(3)$20,000SAVE HISTORIC PLACES
Roxbury Cultural District
PO Box 191443RoxburyMA02119825330931501(c)(3)$50,000SAVE HISTORIC PLACES
ROXIE THEATER
3125 16TH STREETSAN FRANCISCOCA94103262408760501(c)(3)$150,000SAVE HISTORIC PLACES
San Fran Women Ctr CA
3543 18th Street 8San FranciscoCA94110941730620501(c)(3)$180,000SAVE HISTORIC PLACES
SAN FRANCISCO ARCHITECTURAL HERITAGE
2007 FRANKLIN STREETSAN FRANCISCOCA94109237135037501(c)(3)$150,000SAVE HISTORIC PLACES
SHRINE OF CHRIST THE KING SOVEREIGN PRIEST
6415 SOUTH WOODLAWN AVECHICAGOIL60637391897362501(c)(3)$375,000SAVE HISTORIC PLACES
Sit-In MovementNC
134 South Elm StreetGreensboroNC27401561856093501(c)(3)$20,000SAVE HISTORIC PLACES
SIXTEENTH STREET BAPTIST CHURCH
1530 6th AVENUE NORTHBIRMINGHAMAL35203630397962501(c)(3)$170,000SAVE HISTORIC PLACES
SOCIETY FOR PRES OF WEEKSVILLE & BEDFORD
158 BUFFALO AVENUEBROOKLYNNY11213237330454501(c)(3)$75,000SAVE HISTORIC PLACES
SOUTH SIDE COMMUNITY ART CENTER
3831 S MICHIGAN AVECHICAGOIL60653237359897501(c)(3)$75,000SAVE HISTORIC PLACES
ST JOSAPHAT BASILICA FOUNDATION INC
620 WEST LINCOLN AVENUEMILWAUKEEWI53215391688080501(c)(3)$250,000SAVE HISTORIC PLACES
ST PAUL'S UNITED METHODIST CHURCH
1340 3rd AVENUE SECEDAR RAPIDSIA52403420680303501(c)(3)$240,500SAVE HISTORIC PLACES
TEMPLE CONCORD INC
9 RIVERSIDE DRIVEBINGHAMTONNY13905150569360501(c)(3)$10,000SAVE HISTORIC PLACES
THE FIRST BAPTIST CHURCH OF BOSTON
110 COMMONWEALTH AVEBOSTONMA02116042214868501(c)(3)$250,000SAVE HISTORIC PLACES
TUSKEGEE UNIVERSITY
KRESGE CENTER RM 112TUSKEGEE INSTITUTEAL36088630288878501(c)(3)$153,750SAVE HISTORIC PLACES
UNIVERSITY OF MARYLAND COLLEGE PARK
ROUTE 1COLLEGE PARKMD20742526002033501(c)(3)$15,000SAVE HISTORIC PLACES
UNIVERSITY OF NEBRASKA-LINCOLN
151 PREM S PAUL RESEARCH CENTER 22LINCOLNNE68583470049123501(c)(3)$50,000SAVE HISTORIC PLACES
Urban Grace CO Downtown
902 Market StreetTacomaWA98402910577139501(c)(3)$250,000SAVE HISTORIC PLACES
URBAN JUNCTURE FOUNDATION
300 EAST 51st STREETCHICAGOIL60615272446701501(c)(3)$150,000SAVE HISTORIC PLACES
VILLAGE OF ROUND LAKE
PO BOX 85ROUND LAKENY12151141512910501(c)(3)$10,000SAVE HISTORIC PLACES
WILFANDEL CLUB INC
3425 W ADAMS BLVDLOS ANGELESCA90018952317857501(c)(3)$75,000SAVE HISTORIC PLACES
YOSEMITE CONSERVANCY
101 MONTGOMERY STREET STE 1700SAN FRANCISCOCA94104943058041501(c)(3)$50,000SAVE HISTORIC PLACES
FieldValueIRS element (for citing)
Total501c3 Org110Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Stephanie Meeks
President & CEO thru 12/18$583,731$0$0$0$18,000$0$13,500$0$12,443$0$627,674$0$0$0
Paul W Edmondson
President & CEO$303,009$0$0$0$0$0$13,500$0$4,570$0$321,079$0$0$0
Carla Washinko
Chief Fin/Admin Ofcr thru 4/19$254,952$0$0$0$0$0$13,300$0$20,700$0$288,952$0$0$0
Thompson M Mayes
Acting Chf Legal Ofcr & Sectry$172,574$0$0$0$0$0$9,149$0$20,314$0$202,037$0$0$0
Ross Bradford
Assistant Corporate Secretary$135,142$0$0$0$0$0$6,945$0$10,238$0$152,325$0$0$0
David Brown
Chief Preservtn Ofcr thru 3/19$340,206$0$0$0$0$0$13,500$0$22,583$0$376,289$0$0$0
Katherine Malone-France
Interim Chief Preservation Ofr$174,181$0$0$0$0$0$9,464$0$10,544$0$194,189$0$0$0
Jon Kevin Gosset
Chief Adcvmt Officer thru 5/18$178,530$0$0$0$0$0$9,447$0$14,229$0$202,206$0$0$0
Kimberly Skelly
Chief Development Officer$196,126$0$0$0$0$0$10,623$0$27,477$0$234,226$0$0$0
Barbara Pahl
Senior VP - Field Offices$214,453$0$0$0$0$0$10,820$0$10,544$0$235,817$0$0$0
Tom Cassidy
VP - Gov't Relations/Policy$198,579$0$0$0$0$0$10,744$0$26,589$0$235,912$0$0$0
Marianna Knight
VP - Human Resources$189,017$0$0$0$0$0$9,415$0$0$0$198,432$0$0$0
Andrew Simpson
VP - Marketing$172,693$0$0$0$0$0$9,173$0$10,284$0$192,150$0$0$0
Denise Wise
Controller$170,271$0$0$0$0$0$9,170$0$24,373$0$203,814$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1A:The Trust paid gross up payments of $97,500 to Stephanie Meeks in lieu of contributions directly to a retirement plan.
PART I, LINE 4B:Stephanie Meeks had a $18,000 contribution to a 457(b) Deferred Compensation Plan made by the Trust on her behalf.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonPATRICIA WOODWORTHPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionCONSULTANT BECAME INTERIM CFO ON APRIL 15, 2019RelationshipDescriptionTxt
Transaction$15,000TransactionAmt
TransactionCONSULTING SERVICESTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule M IRS990ScheduleM

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

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution35ContributionCnt
Noncash Contributions Rpt F990$1,500,901NoncashContributionsRptF990Amt
Method Of Determining RevenuesStock giftsMethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,946,758NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$378,716NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Donated Goods & Materials0$55,404FAIR MARKET VALUE
Yes (X)Charitable Remainder Unitrust1$1,245,2900
FieldValueIRS element (for citing)
Form8283 Received4Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, column (b):FormAndLineReferenceDesc
ExplanationThe Trust reports the number of contributions in Part I, column (b).ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1:THE NATIONAL TRUST FOR HISTORIC PRESERVATION PROTECTS SIGNIFICANT PLACES REPRESENTING OUR DIVERSE CULTURAL HERITAGE 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 2018/2019, THE NATIONAL TRUST OWNED AND MANAGED 10 OF THESE SITES; OWNED 11 SITES (ONE THROUGH A LONG-TERM LEASE) THAT ARE MANAGED BY INDEPENDENT LOCAL ORGANIZATIONS; AND PROVIDED LIMITED SUPPORT TO SIX OTHER SITES THAT ARE OWNED AND MANAGED BY OTHER ENTITIES. THESE HISTORIC SITES WELCOMED OVER ONE MILLION VISITORS IN 2018/2019. 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 OF NATIONAL SIGNIFICANCE AND WHERE THE PRESERVATION IMPLICATIONS ARE NATIONAL IN SCOPE; 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 TO ORGANIZATIONS TO FACILITATE PRESERVATION EDUCATION PROGRAMS, CONFERENCES AND RETENTION OF PROFESSIONAL CONSULTANTS; 4) PARTNERSHIPS WITH STATE AND LOCAL PRIVATE NONPROFIT PRESERVATION GROUPS TO STIMULATE AND RETAIN THEIR CAPACITY TO WORK IN THE FIELD, PROFESSIONALISM, LEADERSHIP IN THEIR GEOGRAPHICAL LOCATION, FINANCIAL STRENGTH, AND ABILITY TO SAVE HISTORIC RESOURCES; 5) TECHNICAL ASSISTANCE AND INFORMATION TO COMMUNITIES IN ALL PARTS OF THE COUNTRY WORKING TO REVITALIZE THEIR HISTORIC MAIN STREET COMMERCIAL DISTRICTS; 6) OPERATIONS OF NINE FIELD OFFICES INCLUDING ATLANTA; CHICAGO; DENVER; HOUSTON; LOS ANGELES; NEW YORK CITY; SAN FRANCISCO; SEATTLE; AND WASHINGTON, D. C., THAT WORK CLOSELY WITH ORGANIZATIONS AND GOVERNMENTS AT ALL LEVELS TO SAVE HISTORIC PLACES.
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 A QUARTERLY MAGAZINE, PROFESSIONAL JOURNAL, NICHE AUDIENCE NEWSLETTERS, AND A WEBSITE TO HIGHLIGHT IMPORTANT PRESERVATION ISSUES, COMMUNICATES PRESERVATION SUCCESSES, AND STIMULATES 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 CONSERVATION: PUBLICATIONS INCLUDE: 1) "PRESERVATION," THE QUARTERLY MAGAZINE CHRONICLING INDIVIDUALS AND PROGRAMS WORKING TO SAVE HISTORIC PLACES; 2) "FORUM JOURNAL," A SCHOLARLY JOURNAL SERVING A NETWORK OF PRESERVATION PROFESSIONALS, STUDENTS AND VOLUNTEERS; 3) WWW.SAVINGPLACES.ORG AND PRESERVATION LEADERSHIP FORUM OFFER ONLINE CONTENT AND EMAIL COMMUNICATIONS THAT INSPIRE AND EDUCATE 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 97,299 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, SECTION A, 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.
FORM 990, PART VI, SECTION C, LINES 18 AND 19:THE ORGANIZATION MAKES DIGITAL COPIES OF THE STATUTORY CHARTER, BYLAWS, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, DONOR BILL OF RIGHTS, FORM 990, AND CURRENT AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE, WWW.SAVINGPLACES.ORG UNDER "OUR WORK", "ABOUT THE NATIONAL TRUST." THESE DOCUMENTS ARE ALSO MADE AVAILABLE TO ANY PERSON IN HARD COPY UPON REQUEST.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
HERITAGE TRAVEL LLC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005261983358TRAVELDE$1,544,459$660,362NTCIC
National Trust Investment Management
1155 15th Street NW Suite 300WashingtonDC20005811853785Community InvDE-$10,836-$5,442NTCIC
National Trust Equity LLC
1155 15th Street NW Suite 300WashingtonDC20005818121733Community InvDE$2,296,153$6,296,640NTCIC
NT Historic Real Estate Equity Fund LLC
1155 15th Street NW Suite 300WashingtonDC20005811911360Community InvDE$2,296,982$6,370,156NTCIC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

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

US Address USAddress

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

Direct Controlling Entity Name DirectControllingEntityName

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

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
National Trust Insurance Services LLC
24 Commerce StreetBaltimoreMD21202200590526Insurance AgencyMDNTCICUnrelated$557,351$124,098falsefalse0.99000
Cooper-Molera Preservation LLC
1121 White Rock Rd 205El Dorado HillsCA95762814665814Historic Site MgtCANTHPUnrelated$303,720$7,466,325falsefalse0.98000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
National Trust Community Investment Corp
1155 15TH STREET NW STE 300WASHINGTONDC20005522267085Community InvestDENTHPC CORP$11,790,731$19,538,5011.00000Yes (true)
NT SOLAR INC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005471272855Community InvestDENTCICC CORP$1,004,134$195,2361.00000false
Greenrock Corporation
200 Lake RoadTarrytownNY10591131929826MaintenanceNYNTHPC Corp$3,607,101$2,333,0001.00000Yes (true)
Charitable Remainder Unitrusts for NTHP
2600 Virginia Ave NW Ste 1100WashingtonDC20037530210807Charitable TrustsDCNATrust-$20,308$764,0741.00000false
Permanent Unitrust
2600 Virginia Ave NW Ste 1100WashingtonDC20037530210807Charitable TrustsDCNATrust$0$237,0640.16670false
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationYes (true)DivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (9 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
National Trust Community Investment Corp
a-iii$802,095BOOK VALUE
NT Solar Inc
a-iii$60,248BOOK VALUE
National Trust Insurance Services LLC
a-iii$33,779BOOK VALUE
Cooper-Molera Preservation LLC
b$168,609BOOK VALUE
Cooper-Molera Preservation LLC
d$87,516BOOK VALUE
National Trust Community Investment Corp
f$2,034,000BOOK VALUE
National Trust Community Investment Corp
o$83,573BOOK VALUE
National Trust Community Investment Corp
q$468,821BOOK VALUE
National Trust Community Investment Corp
s$1,469,400BOOK VALUE

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart III, Column (a):FormAndLineReferenceDesc
Explanation(1) Name: National Trust Insurance Services, LLC EIN: 20-0590526 Address: 24 Commerce Street, Baltimore, MD 21202 (2) Name: Cooper-Molera Preservation, LLC EIN: 81-4665814 Address: 1121 White Rock Rd, #205 El Dorado Hills, CA 95762ExplanationTxt