2020-07-08T13:50:26-05:00 2019-06-30 BDO USA LLP 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2018-07-01 530210807 National Trust for Historic Preservation In the United States % DENISE WISE NATI 2025886000 2600 VIRGINIA AVENUE NW Suite 1100 Washington DC 20037 DENISE WISE VP of Fin/Controller 2025886000 2020-07-07 true Marc Berger P01871563 7038930600 67.190.228.61 54621820201905000080 2020-07-08 P 651D255A1A915A1FDEE8CC96D476D00223E3EE33 F80C4C4CE64063363A32333BB37C43EAD2BBFD59 2018 2020-11-19 02:30:22Z PAUL EDMONDSON 2600 VIRGINIA AVENUE NW 1100 Washington DC 20037 103951369 false X SAVINGPLACES.ORG X 1949 DC SEE SCHEDULE O. 25 25 401 865 999646 65970800 39569269 4973686 5057609 7134608 16484676 2434560 2846230 80513654 63957784 7364798 8360173 0 0 23327373 22893889 402000 535961 5844195 23118443 28448407 54212614 60238430 26301040 3719354 357126901 354581540 52775390 44745878 304351511 309835662 X THE NATIONAL TRUST FOR HISTORIC PRESERVATION PROTECTS SIGNIFICANT PLACES REPRESENTING OUR DIVERSE CULTURAL HERITAGE BY TAKING DIRECT ACTION AND INSPIRING BROAD PUBLIC SUPPORT. false false 19931823 1308503 3787381 SEE SCHEDULE O 15899769 5135202 696852 SEE SCHEDULE O 11712146 1916468 1610384 SEE SCHEDULE O 47543738 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 404 0 true 401 true true true false false false true true true true false false false false false false false false true X 25 25 false false false false true true false true true false false true true true true true true true true true true AK 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 Timothy P Whalen Trustee, Chair 2.0 0.0 X X 0 0 0 Susan E Chapman-Hughes Trustee, Vice Chair 2.0 0.0 X X 0 0 0 Jay C 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 W Bush Trustee 2.0 0.0 X 0 0 0 Lawrence H Curtis 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 F Sheffield Hale Trustee 2.0 0.0 X 0 0 0 Luis G Hoyos Trustee 2.0 0.0 X 0 0 0 Shelley I 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 M Royce Trustee 2.0 0.0 X 0 0 0 Fernando E 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 Jr Trustee 2.0 0.0 X 0 0 0 Phoebe Tudor Trustee 2.0 0.0 X 0 0 0 Edward J Passarelli Statutory Ex-Officio Trustee 2.0 0.0 X 0 0 0 Kaywin Feldman Statutory Ex-Officio Trustee 2.0 0.0 X 0 0 0 Todd Willens Statutory Ex-Officio Trustee 2.0 0.0 X 0 0 0 Donna Colson NonStatutory ExOfficio Trustee 2.0 0.0 X 0 0 0 Jean Follett NonStatutory ExOfficio Trustee 2.0 0.0 X 0 0 0 Kirk Huffaker NonStatutory ExOfficio Trustee 2.0 0.0 X 0 0 0 Stephanie Meeks President & CEO thru 12/18 39.0 1.0 X 601731 0 25943 Paul W Edmondson President & CEO 39.0 1.0 X 303009 0 18070 Carla Washinko Chief Fin/Admin Ofcr thru 4/19 40.0 0.0 X 254952 0 34000 Patricia Woodworth Interim Chief Fin/Admin Offcr 40.0 0.0 X 0 0 0 Thompson M Mayes Acting Chf Legal Ofcr & Sectry 40.0 0.0 X 172574 0 29463 Ross Bradford Assistant Corporate Secretary 40.0 0.0 X 135142 0 17183 David Brown Chief Preservtn Ofcr thru 3/19 40.0 0.0 X 340206 0 36083 Katherine Malone-France Interim Chief Preservation Ofr 40.0 0.0 X 174181 0 20008 Kimberly Skelly Chief Development Officer 40.0 0.0 X 196126 0 38100 Barbara Pahl Senior VP - Field Offices 40.0 0.0 X 214453 0 21364 Tom Cassidy VP - Gov't Relations/Policy 40.0 0.0 X 198579 0 37333 Marianna Knight VP - Human Resources 40.0 0.0 X 189017 0 9415 Andrew Simpson VP - Marketing 40.0 0.0 X 172693 0 19421 Denise Wise Controller 40.0 0.0 X 170271 0 33543 Jon Kevin Gosset Chief Adcvmt Officer thru 5/18 40.0 0.0 X 178530 0 23676 3301464 0 363602 43 true true false BEACONFIRE RED 2300 CLARENDON BLVD SUITE 925 ARLINGTON VA 22201 Digital Marketing 311138 DAY ONE AGENCY 307 SEVENTH AVENUE 21st Floor NEW YORK NY 10001 Comm & Content Svcs 274500 BDO USA LLP PO BOX 642743 PITTSBURGH PA 152642743 Audit & Tax Services 227990 VIGET LABS LLC 105 WEST BROAD ST 4TH FLOOR FALLS CHURCH VA 22046 Digital Engagement 131062 SSKS LLC DBA SUNSHINE SACHS 136 MADISON AVE 17TH FLOOR NEW YORK NY 10016 Social Media Consult 104152 5 33085 3514995 261271 618685 35141233 5127063 39569269 DUES 900099 945474 945474 CONTRACT SERVICES/COMMISSIONS 900099 246803 246803 ADMISSION AND SPECIAL EVENTS 900099 3112329 2981821 130508 ADVERTISING 541800 513941 513941 REIMBURSEMENT OF EXPENSES 900099 239062 239062 5057609 8302662 8302662 0 1276682 102927 1173755 2924222 2311051 613171 0 613171 613171 45278843 37096829 8182014 8182014 8182014 173519 261271 262187 -88668 -88668 0 0 0 999625 323518 676107 423837 252270 INSURANCE REPAYMENTS 900099 116215 116215 MISC INCOME 900099 252723 252723 368938 63957784 5450168 999646 17938701 8351602 8351602 0 8571 8571 0 2189760 848827 707304 633629 0 17567039 13614909 1690969 2261161 673811 538000 36607 99204 1172763 970089 81581 121093 1290516 1002373 93122 195021 0 210554 152994 46916 10644 158100 152300 5800 17500 17500 535961 535961 738766 669692 69074 3125605 2358008 431736 335861 0 354565 261714 65532 27319 1659376 1091353 346922 221101 0 2879933 2046032 456212 377689 1350239 1068289 126456 155494 0 0 342468 64781 277687 0 1870490 237398 1633092 751053 566961 184092 REAL ESTATE 6035787 6035787 PROPERTY DEVELOPMENT 2172049 2168709 340 3000 PRINTING 2552825 2198340 4565 349920 POSTAGE 1302079 1078798 30572 192709 2927018 2193011 415418 318589 60238430 47543738 6850497 5844195 X 0 0 2515416 16857337 42288312 45126899 1614502 1524933 0 0 0 0 0 0 443944 461012 1018114 801386 16675109 6831913 11056177 9843196 42876545 37403756 254529362 241570162 0 0 0 0 784529 992859 357126901 354581540 8548753 7909251 0 0 10477315 8005258 0 0 0 0 0 0 0 0 9870463 6953055 23878859 21878314 52775390 44745878 X 99399027 103622249 86999256 86245927 117953228 119967486 304351511 309835662 357126901 354581540 3719354 1764797 X false true X true true true X 24924529 26018553 24300800 65970800 39485669 180700351 0 0 24924529 26018553 24300800 65970800 39485669 180700351 53823858 126876493 7285099 7870870 4332079 4133752 9476418 33098218 98279 999646 1097925 1948166 701190 1494689 217551 452538 4814134 219710628 26725401 0.57747 0.57269 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 157572 310918 468490 59769940 60238430 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 482024 329059 486393 468490 1765966 250000 250000 250000 250000 1000000 1500000 54445 171856 116090 157572 499963 6 1 10000 0 366433 0 6923674 164135 true true X X X X 125 953.11 104 5 0 26 true 3544.00 243790 true X X X X true false 271911308 4021401 10503482 1236088 10674984 25032260 249492859 262563154 3454987 19007471 1404843 8372955 3336506 271911308 245073534 1367899 31727169 1356301 9234158 5014989 262563154 270110391 1387561 -7987480 1563495 15691433 1182010 245073534 291685068 -63855 -4930949 1372952 13831414 1375507 270110391 0.35000 0.37000 0.28000 false false 6787990 1729043 5058947 3269629 1218582 2051047 6617490 3884288 2733202 9843196 INVESTMENT IN SUBSIDIARIES 20936363 C OTHER NON-PUBLIC INVESTMENTS 220633799 F 241570162 0 GIFT ANNUITIES 1252719 ENDOWMENT FOR CONGRESSIONAL CEMETARY 5130393 DEFERRED RENT 4939443 ENDOWMENT FOR MONTPELIER 9307522 ENDOWMENT FOR BELLE GROVE 258905 CHARITABLE REMAINDER TRUSTS 366929 EMERSON SCHOOL DEPOSIT RESERVE 23134 NELLY'S NEEDLERS LIABILITY 23984 457B PLAN BALANCE 373807 RETAINED LIFE ESTATES 180000 ENDOWMENT HELD FOR NMSC 3773 POOLED INCOME FUND LIABILITY 17705 21878314 X 68252115 1764797 2682595 4447392 63804723 738766 -585705 153061 63957784 62767964 2682595 585705 3268300 59499664 738766 738766 60238430 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 true Central America and the Caribbean Investments 67124175 Europe (Including Iceland and Greenland) Grantmaking 8571 67132746 67132746 Europe (Including Iceland and Greenland) PRESERVATION 8571 WIRE TRANSFR 1 true false true true true false PART I, LINE 2: 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. 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. X X X X X X X true BEACONFIRE RED 2300 Clarendon Blvd Suite 925 Arlington VA 22201 ONLINE Fundraising false 0 312961 0 EIDOLON COMMUNICATIONS INC 15 Maiden Lane Suite 1401 New York NY 10038 DIRECT MARKETING false 0 223000 0 0 535961 0 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 TX UT VT VA WA WV WI WY Glass House 309175 193885 115290 198234 Woodlawn 50944 12000 38944 19500 2 74671 55386 19285 44453 434790 261271 173519 262187 262187 -88668 PART II, EVENT TYPE: (A) EVENT #1: GLASS HOUSE FUNDRAISING EVENTS (B) EVENT #2: WOODLAWN SPRING EVENT true 51 Street Business Assoc 220 E 51st Street Chicago IL 60615 270881341 501(c)(3) 20000 SAVE HISTORIC PLACES ALLEN HISTORICAL SOCIETY PO BOX 31 ALLEN MD 21810 522004423 501(c)(3) 10000 Save Historic Places AMERICAN COLLEGE OF THE BUILDING ARTS 21 MAGAZINE STREET CHARLESTON SC 29401 571075250 501(c)(3) 10000 Save Historic Places Archaeology Southwest 300 N Ash Alley Tucson AZ 85701 860640183 501(c)(3) 10000 Save Historic Places ASS'N FOR PRESERV OF CONGRESSIONAL CEMETERY 1801 E ST SE WASHINGTON DC 20003 521071828 501(c)(3) 233272 Save Historic Places BELLE GROVE INC PO BOX 537 MIDDLETOWN VA 22645 541047175 501(c)(3) 47520 Save Historic Places BENT COUNTY HISTORICAL SOCIETY PO BOX 68 LAS ANIMAS CO 81054 840576719 501(c)(3) 6581 Save Historic Places BISHOP BLUE BOX 1724 C/O BETHEL WOOD CENTER FOR THE ARTS MARSHALL TX 75671 010906199 501(c)(3) 15000 Save Historic Places BLUE TRIANGLE MULTICULTURAL ASSOC INC 3005 MCGOWEN STREET HOUSTON TX 77004 760578155 501(c)(3) 15000 Save Historic Places BOSCO-MILLIGAN FOUNDATION 701 SE GRAND AVE PORLAND OR 97214 943090169 501(c)(3) 7500 Save Historic Places BRUCEMORE INC 2160 LINDEN DR SE CEDAR RAPIDS IA 52403 421170531 501(c)(3) 50000 Save Historic Places CAVE HILL HERITAGE FOUNDATION INC 701 BAXTER AVE LOUISVILLE KY 40204 562498254 501(c)(3) 7500 Save Historic Places CHATTAHOOCHEE COUNTY HISTORIC PRESERVATION SOCIETY 113 SANDY ST PO BOX 2 CUSSETA GA 31805 582139070 501(c)(3) 10000 Save Historic Places CITY AND COUNTY OF DENVER 1345 CHAMPA STREET DENVER CO 80204 846000580 501(c)(3) 10000 Save Historic Places CITY OF HAMMOND PO BOX 2788 HAMMOND LA 704042788 720573539 501(c)(3) 15000 Save Historic Places CITY OF LEADVILLE 800 HARRISON AVE LEADVILLE CO 80461 846000607 501(c)(3) 180000 Save Historic Places City of New Bern 300 Pollock St New Bern NC 28563 566000235 501(c)(3) 10000 Save Historic Places City of San Marcos TX 317 N LBI Dr 8th FLOOR San Marcos TX 78666 746002238 501(c)(3) 20000 Save Historic Places CLAYBORN REBORN LLC 1548 POPLAR AVE MEMPHIS TN 38704 814217792 501(c)(3) 20000 Save Historic Places CLIVEDEN INC 6401 GERMANTOWN AVE PHILADELPHIA PA 19144 232232675 501(c)(3) 35692 Save Historic Places CONGREGATION BETH AHABAH 1121 WEST FRANKLIN STREET RICHMOND VA 23220 540139980 501(c)(3) 250000 Save Historic Places CORNERSTONES COMMUNITY PARTNERSHIPS 227 OTERO STREET SANTA FE NM 87501 850425771 501(c)(3) 18333 Save Historic Places COSTILLA COUNTY ECONOMIC DEVELOP COUNCIL 401 S CHURCH PL PO BOX 9 SAN LUIS CO 81152 742474472 501(c)(3) 10000 Save Historic Places DADE HERITAGE TRUST INC 190 SE 12TH TERRACE MIAMI FL 33131 592194849 501(c)(3) 15000 Save Historic Places DAISY WILSON ARTIST COMMUNITY INC 1621 BEDFORD AVENUE PITTSBURGH PA 15219 263433353 501(c)(3) 50000 Save Historic Places Dartmouth Heritage Program P O Box 87026 SUITE 225 Dartmouth MA 02748 260298162 501(c)(3) 13000 Save Historic Places DIOCESE OF EASTON 314 NORTH STREET EASTON MD 21601 526015614 501(c)(3) 25000 Save Historic Places DORCHESTER COUNTY MARYLAND 501 COURT LANE CAMBRIDGE MD 21613 526000933 501(c)(3) 24500 Save Historic Places Downtown Danville VA PO Box 853 Danville VA 24543 542023394 501(c)(3) 170000 Save Historic Places Drayton Hall Preservation Trust 3380 Ashley River Road Charleston SC 29414 454938941 501(c)(3) 6000 Save Historic Places DUNBAR COALITION INC 325 W 2nd STREET PO BOX 213 TUCSON AZ 85705 860776891 501(c)(3) 75000 Save Historic Places Earth Comm Garden UT PO Box 220101 Salt Lake City UT 84622 260853465 501(c)(3) 20000 Save Historic Places EASTERN SHORE LAND CONSERVANCY 114 S WASHINGTON STREET EASTON MD 21601 521711989 501(c)(3) 25000 Save Historic Places EASTEND STUDIO & GALLERY 143 W MICHIGAN AVE MARCHALL MI 49068 432098353 501(c)(3) 15000 Save Historic Places EMANCIPATION PARK CONSERVANCY 3018 EMANCIPATION PARK ABERNATHY ELEMENTARY SCHOOL PTA HOUSTON TX 77004 472199904 501(c)(3) 10000 Save Historic Places EPIPHANY CONSERVATION TRUST 2808 ALTURA STREET LOS ANGELES CA 90031 273690340 501(c)(3) 170000 Save Historic Places FILOLI CENTER INC 86 CANADA ROAD WOODSIDE CA 940620000 952996648 501(c)(3) 15000 Save Historic Places FIRST CONGREGATIONAL CHURCH OF DETROIT 33 E FOREST AVE DETROIT MI 48201 381405585 501(c)(3) 15000 Save Historic Places FND FOR PRESERVATION 20 ARLINGTON ST INC 50 CONGRESS ST STE 925 BOSTON MA 02109 811773306 501(c)(3) 10000 Save Historic Places FRIENDS COLTRANE HOME IN DIX HILLS INC PO BOX 2171 HUNTINGTON NY 11743 270140878 501(c)(3) 75000 Save Historic Places FRIENDS OF CAMP SECURITY PO BOX 20008 STE 500W YORK PA 17401 233087149 501(c)(3) 6400 Save Historic Places FRIENDS OF THE STONE CHURCH INC PO BOX 347 NO 256 GILBERTVILLE MA 01031 474575235 501(c)(3) 15000 Save Historic Places GARFIELD CENTER FOR THE ARTS 210 HIGH STREET CHESTERTOWN MD 21620 522343419 501(c)(3) 6000 Save Historic Places GEORGETOWN UNIVERSITY 37th and O STREET NW WASHINGTON DC 20057 530196603 501(c)(3) 15000 Save Historic Places GRACE UNITED METHODIST CHURCH 4105 JUNIUS STREET DALLAS TX 75246 750808789 501(c)(3) 100000 Save Historic Places GREEN HILL CHURCH COMMITTEE PO BOX 173 STE 248 QUANTICO MD 21856 526015614 501(c)(3) 10000 Save Historic Places GUAM PRESERVATION TRUST PO BOX 3036 C/O COMMUNITY FOUNDATION FUND INC HAGATNA GU 96932 666013033 501(c)(3) 10000 Save Historic Places HARRODSBURG HISTORICAL SCIEETY 220 SOUTH CHILES STREET 558 HARRODSBURG KY 40330 610651356 501(c)(3) 10000 Save Historic Places Hawaiian Mission House 553 South King Street Honolulu HI 96813 990073491 501(c)(3) 9500 Save Historic Places HEART OF BIDDEFORD 205 MAIN STREET STE 103 STE 102 BIDDEFORD ME 04005 342003673 501(c)(3) 170000 Save Historic Places HISPANIC SOCIETY OF AMERICA 613 WEST 155th STREET NEW YORK NY 10032 135661025 501(c)(3) 20000 Save Historic Places Historic Alexandria 220 N Washington Street Alexandria VA 22314 546001103 501(c)(3) 50000 Save Historic Places HISTORIC ANNAPOLIS INC 42 EAST STREET STE 2203 ANNAPOLIS MD 21401 520645783 501(c)(3) 10000 Save Historic Places HISTORIC HUDSON RIVER TOWNS INC 180 ROUTE 100 KATONAH NY 10536 562479490 501(c)(3) 7500 Save Historic Places Kent Downtown PartnWA 202 W Gowe Street STE A Kent WA 98032 911573465 501(c)(3) 20000 Save Historic Places LOUISVILLE PRESERVATION FUND INC 325 WEST MAIN ST SUITE 1110 LOUISVILLE KY 40202 462871014 501(c)(3) 15000 Save Historic Places LUTHERAN CHURCH OF THE REFORMATION 212 EAST CAPITOL ST NE SUITE 1000 WASHINGTON DC 20003 530205695 501(c)(3) 125000 Save Historic Places MADISON COUNTY EDUCATION FOUNDATION 5738 US 25/70 HWY MARSHALL NC 28753 581986660 501(c)(3) 50000 Save Historic Places Mai Wah Association (Mnst Uptown ButteMT) 66 W Park Street Butte MT 597011726 121234569 501(c)(3) 152000 Save Historic Places MAINSTREET YORK INC 2 EAST MARKET STREET YORK PA 17401 232411781 501(c)(3) 15000 Save Historic Places MARY ELIZA FREEMAN CENTER HISTORY COMMUNITY 1019 MAIN STREET STE 210 BRIDGEPORT CT 06604 271427856 501(c)(3) 50000 Save Historic Places MASON COUNTY FISCAL COURT 31 WSET THIRD SREET MAYSVILLE KY 41056 616000876 501(c)(3) 6000 Save Historic Places MIAMI DADE COLLEGE 11011 SW 104th ST RM 9254 MIAMI FL 33176 591210485 501(c)(3) 20000 Save Historic Places MILWAUKEE PRESERVATION ALLIANCE PO BOX 510642 SUITE 200 MILWAUKEE WI 53203 432026706 501(c)(3) 6000 Save Historic Places Mnst Oakland County MI 303 East Street Rochester MI 48307 382476777 501(c)(3) 40000 Save Historic Places MOKUAIKAUA CHURCH (CONGREGATIONAL) 75-5713 ALII DR KAILUA KONA HI 96740 990113266 501(c)(3) 250000 Save Historic Places Montana Heritage Commission MT Dept of Commerce 300 Wallace Street SUITE 105 Virginia City MT 59755 810302402 501(c)(3) 10000 Save Historic Places MONTPELIER FOUNDATION PO BOX 67 MONTPELIER STATION VA 22957 311620682 501(c)(3) 158036 Save Historic Places MUSEUM OF AFRICAN-AMERICAN HISTORY 46 JOY ST RM 235 BOSTON MA 021140000 042429556 501(c)(3) 16908 Save Historic Places NATIONAL MAIN ST CENTER INC 2600 VIRGINIA AVE NW 1000 SUITE 201 WASHINGTON DC 20037 461405965 501(c)(3) 37538 Save Historic Places NATIONAL WOMEN'S HALL OF FAME INC 76 FALL ST PO BOX 335 SENECA FALLS NY 13148 237042891 501(c)(3) 170000 Save Historic Places NATIONAL ASSOCIATION COLORED WOMEN'S CLUBS 1601 R STREET NW WASHINGTON DC 20009 530182943 501(c)(3) 50000 Save Historic Places Nicholas County 125 East Main St Carlisle KY 40311 616000729 501(c)(3) 10000 Save Historic Places NIHONMACHI LITTLE FRIENDS 1830 SUTTER STREET SAN FRANCISCO CA 94115 942325686 501(c)(3) 150000 Save Historic Places OATLANDS INC 20850 OATLANDS PLANTATION LA LEESBURG VA 201750000 541118635 501(c)(3) 120200 Save Historic Places OHIO HISTORICAL SOCIETY 800 E 17TH AVE COLUMBUS OH 43211 314389673 501(c)(3) 15000 Save Historic Places Old Spanish Mission Inc PO Box 7804 San Antonio TX 78207 742155244 501(c)(3) 250000 Save Historic Places PA Ave MNST MD 1700 Pennsylvania Avenue Baltimore MD 21217 521016700 501(c)(3) 148000 Save Historic Places Paramount Arts Center Inc 1300 Winchester Ave Ashland KY 41101 611181883 501(c)(3) 7500 Save Historic Places POINTE COUPEE PARISH POLICE JURY 160 EAST MAIN STREET NEW ROADS LA 70760 726001105 501(c)(3) 10000 Save Historic Places PRESERVATION DETROIT PO BOX 6624 DETROIT MI 48202 382827377 501(c)(3) 8000 SAVE HISTORIC PLACES PRESERVATION MARYLAND INC 3600 CLIPPER MILL RD STE 248 BALTIMORE MD 21211 520609575 501(c)(3) 10000 SAVE HISTORIC PLACES PRESERVATION RESOURCE CENTER OF NEW ORLEANS 923 TCHOUPITOULAS STREET NEW ORLEANS LA 70130 720760857 501(c)(3) 24000 SAVE HISTORIC PLACES PRESERVATION VIRGINIA 204 W FRANKLIN ST RICHMOND VA 23220 540568800 501(c)(3) 75000 SAVE HISTORIC PLACES Pres Lincolns Cottage at the Soldiers Home 3700 North Capitol ST NW 558 Washington DC 200118400 471453864 501(c)(3) 68400 SAVE HISTORIC PLACES QUINN CHAPEL AME CHURCH 2401 S WABASH AVE CHICAGO IL 60616 362897358 501(c)(3) 227000 SAVE HISTORIC PLACES Retreat Colored Rosenwald PO Box 181 Westminster SC 29693 463169952 501(c)(3) 11500 SAVE HISTORIC PLACES ROCKEFELLER BROTHERS FUND 200 LAKE ROAD TARRYTOWN NY 10591 131760106 501(c)(3) 791208 SAVE HISTORIC PLACES Roslindale Village MA 4236A Washington St Roslindale MA 02131 042883378 501(c)(3) 20000 SAVE HISTORIC PLACES Roxbury Cultural District PO Box 191443 Roxbury MA 02119 825330931 501(c)(3) 50000 SAVE HISTORIC PLACES ROXIE THEATER 3125 16TH STREET SAN FRANCISCO CA 94103 262408760 501(c)(3) 150000 SAVE HISTORIC PLACES San Fran Women Ctr CA 3543 18th Street 8 San Francisco CA 94110 941730620 501(c)(3) 180000 SAVE HISTORIC PLACES SAN FRANCISCO ARCHITECTURAL HERITAGE 2007 FRANKLIN STREET SAN FRANCISCO CA 94109 237135037 501(c)(3) 150000 SAVE HISTORIC PLACES SHRINE OF CHRIST THE KING SOVEREIGN PRIEST 6415 SOUTH WOODLAWN AVE CHICAGO IL 60637 391897362 501(c)(3) 375000 SAVE HISTORIC PLACES Sit-In MovementNC 134 South Elm Street Greensboro NC 27401 561856093 501(c)(3) 20000 SAVE HISTORIC PLACES SIXTEENTH STREET BAPTIST CHURCH 1530 6th AVENUE NORTH BIRMINGHAM AL 35203 630397962 501(c)(3) 170000 SAVE HISTORIC PLACES SOCIETY FOR PRES OF WEEKSVILLE & BEDFORD 158 BUFFALO AVENUE BROOKLYN NY 11213 237330454 501(c)(3) 75000 SAVE HISTORIC PLACES SOUTH SIDE COMMUNITY ART CENTER 3831 S MICHIGAN AVE CHICAGO IL 60653 237359897 501(c)(3) 75000 SAVE HISTORIC PLACES ST JOSAPHAT BASILICA FOUNDATION INC 620 WEST LINCOLN AVENUE MILWAUKEE WI 53215 391688080 501(c)(3) 250000 SAVE HISTORIC PLACES ST PAUL'S UNITED METHODIST CHURCH 1340 3rd AVENUE SE CEDAR RAPIDS IA 52403 420680303 501(c)(3) 240500 SAVE HISTORIC PLACES TEMPLE CONCORD INC 9 RIVERSIDE DRIVE BINGHAMTON NY 13905 150569360 501(c)(3) 10000 SAVE HISTORIC PLACES THE FIRST BAPTIST CHURCH OF BOSTON 110 COMMONWEALTH AVE BOSTON MA 02116 042214868 501(c)(3) 250000 SAVE HISTORIC PLACES TUSKEGEE UNIVERSITY KRESGE CENTER RM 112 TUSKEGEE INSTITUTE AL 36088 630288878 501(c)(3) 153750 SAVE HISTORIC PLACES UNIVERSITY OF MARYLAND COLLEGE PARK ROUTE 1 COLLEGE PARK MD 20742 526002033 501(c)(3) 15000 SAVE HISTORIC PLACES UNIVERSITY OF NEBRASKA-LINCOLN 151 PREM S PAUL RESEARCH CENTER 22 LINCOLN NE 68583 470049123 501(c)(3) 50000 SAVE HISTORIC PLACES Urban Grace CO Downtown 902 Market Street Tacoma WA 98402 910577139 501(c)(3) 250000 SAVE HISTORIC PLACES URBAN JUNCTURE FOUNDATION 300 EAST 51st STREET CHICAGO IL 60615 272446701 501(c)(3) 150000 SAVE HISTORIC PLACES VILLAGE OF ROUND LAKE PO BOX 85 ROUND LAKE NY 12151 141512910 501(c)(3) 10000 SAVE HISTORIC PLACES WILFANDEL CLUB INC 3425 W ADAMS BLVD LOS ANGELES CA 90018 952317857 501(c)(3) 75000 SAVE HISTORIC PLACES YOSEMITE CONSERVANCY 101 MONTGOMERY STREET STE 1700 SAN FRANCISCO CA 94104 943058041 501(c)(3) 50000 SAVE HISTORIC PLACES 110 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 true true X X X X X false true false false false false false false false Stephanie Meeks President & CEO thru 12/18 583731 0 0 0 18000 0 13500 0 12443 0 627674 0 0 0 Paul W Edmondson President & CEO 303009 0 0 0 0 0 13500 0 4570 0 321079 0 0 0 Carla Washinko Chief Fin/Admin Ofcr thru 4/19 254952 0 0 0 0 0 13300 0 20700 0 288952 0 0 0 Thompson M Mayes Acting Chf Legal Ofcr & Sectry 172574 0 0 0 0 0 9149 0 20314 0 202037 0 0 0 Ross Bradford Assistant Corporate Secretary 135142 0 0 0 0 0 6945 0 10238 0 152325 0 0 0 David Brown Chief Preservtn Ofcr thru 3/19 340206 0 0 0 0 0 13500 0 22583 0 376289 0 0 0 Katherine Malone-France Interim Chief Preservation Ofr 174181 0 0 0 0 0 9464 0 10544 0 194189 0 0 0 Jon Kevin Gosset Chief Adcvmt Officer thru 5/18 178530 0 0 0 0 0 9447 0 14229 0 202206 0 0 0 Kimberly Skelly Chief Development Officer 196126 0 0 0 0 0 10623 0 27477 0 234226 0 0 0 Barbara Pahl Senior VP - Field Offices 214453 0 0 0 0 0 10820 0 10544 0 235817 0 0 0 Tom Cassidy VP - Gov't Relations/Policy 198579 0 0 0 0 0 10744 0 26589 0 235912 0 0 0 Marianna Knight VP - Human Resources 189017 0 0 0 0 0 9415 0 0 0 198432 0 0 0 Andrew Simpson VP - Marketing 172693 0 0 0 0 0 9173 0 10284 0 192150 0 0 0 Denise Wise Controller 170271 0 0 0 0 0 9170 0 24373 0 203814 0 0 0 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. PATRICIA WOODWORTH CONSULTANT BECAME INTERIM CFO ON APRIL 15, 2019 15000 CONSULTING SERVICES false X 35 1500901 Stock gifts X 1 1946758 FAIR MARKET VALUE X 3 378716 FAIR MARKET VALUE X Donated Goods & Materials 0 55404 FAIR MARKET VALUE X Charitable Remainder Unitrust 1 1245290 0 4 false true false Part I, column (b): The Trust reports the number of contributions in Part I, column (b). 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. 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