2020-05-26T12:26:09-05:00 2019-03-31 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990 2018-04-01 541426643 AMERICAN BATTLEFIELD TRUST AMER 3016651400 1140 PROFESSIONAL COURT HAGERSTOWN MD 21740 O JAMES LIGHTHIZER PRESIDENT 3016651400 2020-01-28 1 WILLIAM E TURCO CPA P00369217 3012963600 66.98.98.135 2020-01-28 15:52:43 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 00BFBB601F26E6691F3C42FDB75EEBE807206D5E 2018 2020-09-23 17:36:50Z CIVIL WAR TRUST O JAMES LIGHTHIZER 1140 PROFESSIONAL COURT HAGERSTOWN MD 21740 34092302 0 X WWW.BATTLEFIELDS.ORG X 1987 VA THE AMERICAN BATTLEFIELD TRUST PRESERVES AMERICA'S HALLOWED BATTLEGROUNDS AND EDUCATES THE PUBLIC ABOUT WHAT HAPPENED THERE AND WHY IT MATTERS. TO FACILITATE AWARENESS, APPRECIATION AND PROTECTION OF THE HISTORICAL, CULTURAL AND ENVIRONMENTAL HERITAGE OF THE UNITED STATES THROUGH PROTECTION OF BATTLEFIELDS, INCLUDING BUT NOT LIMITED TO THOSE RELATED TO THE CIVIL WAR AND OTHER WARS AND MILITARY CONFLICTS IN AMERICAN HISTORY, WITH THE ULTIMATE INTENTION OF ENSURING THEIR PERPETUAL PRESERVATION. 27 26 62 60 0 0 37992722 33453492 193471 159854 19321 -88336 319094 89471 38524608 33614481 5534411 8830882 0 0 4496755 4725213 62153 28614 2584599 8521748 8600983 18615067 22185692 19909541 11428789 132745796 147165417 4891602 7879275 127854194 139286142 X THE AMERICAN BATTLEFIELD TRUST PRESERVES AMERICA'S HALLOWED BATTLEGROUNDS AND EDUCATES THE PUBLIC ABOUT WHAT HAPPENED THERE AND WHY IT MATTERS. TO FACILITATE AWARENESS, APPRECIATION AND PROTECTION OF THE HISTORICAL, CULTURAL AND ENVIRONMENTAL HERITAGE OF THE UNITED STATES THROUGH PROTECTION OF BATTLEFIELDS, INCLUDING BUT NOT LIMITED TO THOSE RELATED TO THE CIVIL WAR AND OTHER WARS AND MILITARY CONFLICTS IN AMERICAN HISTORY, WITH THE ULTIMATE INTENTION OF ENSURING THEIR PERPETUAL PRESERVATION. 0 0 13317737 8830882 IN 2018, THE AMERICAN BATTLEFIELD TRUST (THE "TRUST") CONTINUED ITS RECORD OF SUCCESS IN SAVING AMERICA'S UNPROTECTED REVOLUTIONARY WAR, WAR OF 1812 AND CIVIL WAR BATTLEFIELDS ENDANGERED BY BOTH COMMERCIAL AND RESIDENTIAL DEVELOPMENT. THROUGH ACQUISITIONS AND GRANTS, THE TRUST PRESERVED 1,876 ACRES WITH 37 COMPLETED TRANSACTIONS AT 26 SITES IN 11 STATES, INCLUDING CAMP NELSON, KY, SOUTH MOUNTAIN, MD, WILSONS CREEK, MO, BRICES CROSSROADS, MS, CHAMPION HILL, MS, GUILFORD COURTHOUSE, NC, PRINCETON, NJ, SARATOGA, NY, BRANDYWINE, PA, GETTYSBURG, PA, CAMDEN, SC, HANGING ROCK, SC, SHILOH, TN, APPOMATTOX COURT HOUSE, VA, BRANDY STATION, VA, CEDAR CREEK, VA, CHANCELLORSVILLE, VA, COLD HARBOR, VA, FUSSELL'S MILL, VA, GLENDALE, VA, MALVERN HILL, VA, NEW MARKET HEIGHTS, VA, NORTH ANNA, VA, RAPPAHANNOCK STATION, VA, TREVILIAN STATION, VA, YORKTOWN, VA. 2292302 89910 THIS FISCAL YEAR, THE EDUCATION DEPARTMENT HOSTED ITS 18TH ANNUAL NATIONAL TEACHER INSTITUTE IN VALLEY FORGE, PA. MORE THAN 180 EDUCATORS FROM 30 STATES PARTICIPATED IN THIS 3-DAY PROFESSIONAL DEVELOPMENT EXPERIENCE, OFFERED FREE OF CHARGE. ADDITIONAL "GENERATIONS" EVENTS, DESIGNED TO HELP PARENTS INSTILL A PASSION FOR HISTORY IN THEIR CHILDREN, WERE HELD ON BATTLEFIELDS IN PENNSYLVANIA, MARYLAND, AND SOUTH CAROLINA. THE EDUCATION DEPARTMENT EXPANDED ITS MANY VIDEO OFFERINGS INCLUDING NEW LIVE BATTLEFIELD PRODUCTIONS. OUR FIELD TRIP FUND HELPED TO SEND MORE THAN 5,000 STUDENTS TO HISTORIC SITES. DEPARTMENT STAFF ALSO PRODUCED MORE THAN 40 WEB ARTICLES AND WORKED ON NEW CURRICULA AND NEW PROGRAMS IN THE VIRTUAL REALITY AND AUGMENTED REALITY SPACES. 3083304 159854 THE AMERICAN BATTLEFIELD TRUST IS A MEMBERSHIP-BASED ORGANIZATION WITH APPROXIMATELY 47,000 ACTIVE MEMBERS FROM ALL 50 STATES, AND MORE THAN A DOZEN TERRITORIES AND OTHER NATIONS. EACH QUARTER, EVERY MEMBER RECEIVES OUR 48 PAGE MAGAZINE, HALLOWED GROUND, AS A FREE EDUCATIONAL MEMBERSHIP BENEFIT. THE MAGAZINES HIGHLIGHTS HOW THEIR DIRECT SUPPORT HELPS PRESERVE ENDANGERED CIVIL WAR AND REVOLUTIONARY WAR BATTLEFIELD LAND, ADVANCES THE CAUSE OF EDUCATION ABOUT THIS KEY PERIOD IN OUR NATION'S HISTORY, AND EDUCATES THEM DIRECTLY ON HISTORICAL ELEMENTS OF IMPORTANCE ABOUT THE NATION'S FIRST 100 YEARS, AND LAND PRESERVATION. THE TRUST DEPENDS UP ITS MEMBERS AND SUPPORTERS TO HELP FULFILL ITS BATTLEFIELD PRESERVATION AND EDUCATION MISSIONS EVERY YEAR THROUGH THEIR DUES PAYMENTS, AS WELL AS ADDITIONAL CHARITABLE GIFTS. THE TRUST ALSO HAS A MAJOR DONOR SOCIETY, AS A SUBSET OF ITS OVERALL MEMBERSHIP CALLED "THE COLOR BEARERS," COMPRISED OF THOSE MEMBERS WHO MAKE DUES PAYMENTS OF $1,000 OR MORE ANNUALLY. TOTAL MEMBERSHIP IN THIS GROUP WAS APPROXIMATELY 1,300 MEMBERS AT THE END OF THE FISCAL YEAR. THE TRUST ALSO RECOGNIZES THOSE NEARLY 1,300 MEMBERS WHO HAVE ALSO MADE A PLANNED GIFT TO PRESERVATION IN A SPECIAL GROUP CALLED "THE HONOR GUARD." FURTHER, THE TRUST ENJOYS THE SUPPORT OF MORE THAN 350,000 FACEBOOK "FOLLOWERS," OPENING A NEW POOL OF POTENTIAL SUPPORTERS. 18693343 1 1 0 1 0 0 1 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 150 0 1 62 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MS MN MO MT NC ND NE NJ NH NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV WY X X RUTH HUDSPETH 3016651400 1140 PROFESSIONAL COURT HAGERSTOWN MD 21740 X JEFF RODEK CHAIRMAN 4.00 X X 0 0 0 THOMAS H LAUER VICE-CHAIRMAN 4.00 X X 0 0 0 STEPHAN F NEWHOUSE TREASURER 4.00 X X 0 0 0 WILLIAM VODRA SECRETARY 4.00 X X 0 0 0 DR MARY M ABROE TRUSTEE 1.00 X 0 0 0 TRAVIS ANDERSON TRUSTEE 1.00 X 0 0 0 HARRISON M BAINS JR TRUSTEE 1.00 X 0 0 0 DON BARRETT TRUSTEE 1.00 X 0 0 0 EDWIN C BEARSS TRUSTEE 1.00 X 0 0 0 TERRY BEATY TRUSTEE 1.00 X 0 0 0 KIRK J BRADLEY TRUSTEE 1.00 X 0 0 0 JOHN CAMPBELL TRUSTEE THRU 10/2018 1.00 X 0 0 0 CARLTON B CRENSHAW TRUSTEE 1.00 X 0 0 0 JEFF DAHLGREN TRUSTEE 1.00 X 0 0 0 ROBERT C DAUM TRUSTEE 1.00 X 0 0 0 VINCE DOOLEY TRUSTEE 1.00 X 0 0 0 LESTER FANT TRUSTEE 1.00 X 0 0 0 WILLIAM J HUPP TRUSTEE 1.00 X 0 0 0 STEVE ISRAEL TRUSTEE THRU 02/2019 1.00 X 0 0 0 KATE KELLY TRUSTEE 1.00 X 0 0 0 DUKE R LIGON TRUSTEE 1.00 X 0 0 0 JEFFREY P MCCLANATHAN TRUSTEE 1.00 X 0 0 0 LT GEN RICHARD MILLS TRUSTEE 1.00 X 0 0 0 JOHN NAU III TRUSTEE 1.00 X 0 0 0 J DENNIS SEXTON TRUSTEE 1.00 X 0 0 0 MADHU TADIKONDA TRUSTEE 1.00 X 0 0 0 ROBERT UHLER TRUSTEE 1.00 X 0 0 0 SUSAN WHITAKER TRUSTEE 1.00 X 0 0 0 O JAMES LIGHTHIZER PRESIDENT 60.00 X X 261920 0 102171 STEPHEN D WYNGARDEN CAO 40.00 X 118681 0 38243 RUTH E HUDSPETH CFO 50.00 X 140116 0 17333 DAVID N DUNCAN CHIEF DEVELOPMENT OFFICER 50.00 X 225534 0 13048 THOMAS M GILMORE CHIEF REAL ESTATE OFFICER 50.00 X 206510 0 37885 JAMES J CAMPI CHIEF POLICY & COMMUNICATIONS OFFICER 50.00 X 166016 0 20695 GARRY E ADELMAN CHIEF HISTORIAN 50.00 X 150012 0 40605 LAWRENCE SWIADER CHIEF DIGITAL OFFICER 50.00 X 149841 0 2043 SAMUEL F DELUCA LEAD OFFICER FOR MAJOR GIFTS 50.00 X 116113 0 33748 THOMAS MOORE PRINCIPAL PHILANTHROPIC ADVISOR 50.00 X 104312 0 29116 KATHLEEN ROBERTSON DEPUTY DIRECTOR OF RE 50.00 X 105380 0 18054 1744435 0 352941 12 0 1 0 PRODUCTION SOLUTIONS PO BOX 26168 OKLAHOMA CITY OK 73126 PRINTING, PRODUCTION & MAILING APPEALS, 867589 NAVISTAR DIRECT MARKETING 4612 NAVISTAR DRIVE FREDERICK MD 21703 PRINTING, PRODUCTION & MAILING MEMBERSHI 398142 LINEMARK PRINTING INC 501 PRINCE GEORGES BLVD UPPER MARLBORO MD 20774 PRINTING & PRODUCTION OF APPEAL MATERIAL 249014 MILES & STOCKBRIDGE 100 LIGHT STREET BALTIMORE MD 21202 LEGAL SERVICES 232765 WIDE AWAKE FILMS 315 DELAWARE ST 2ND FLOOR KANSAS CITY AS 64105 VIDEO WORK 224133 13 123018 3567161 7051231 22712082 3435981 33453492 CONFERENCE REG. 900099 159854 159854 159854 24678 24678 59865 59865 304503 257086 47417 47417 47417 112237 777 -112237 -777 -113014 -113014 25473 107721 -82248 -82248 OTHER REVENUE 900099 64437 64437 64437 33614481 142043 0 18946 8830882 8830882 1357710 912954 189387 255369 2564911 1720879 350454 493578 103537 71087 17252 15198 441571 296664 61099 83808 257484 172987 35628 48869 167654 150398 13256 4000 45623 23252 14362 8009 258512 258512 28614 28614 1041598 942604 669 98325 221612 201029 137 20446 2017969 989866 79704 948399 764656 705739 2068 56849 953206 802150 37956 113100 305485 237681 31326 36478 402124 355844 25138 21142 139968 139968 458278 436432 10923 10923 100769 83099 6285 11385 MEMBERSHIP FULFILLMENT 994264 658574 10331 325359 LAND MAINTENANCE 351725 351725 EDUCATIONAL PROGRAMS 220741 220741 TAXES PAID 6751 6751 150048 130276 15024 4748 22185692 18693343 907750 2584599 340967 309032 9887150 5971636 301000 224765 46688 103151 1362586 1033489 140650032 1921393 120116595 138728639 690810 794705 132745796 147165417 367146 971723 117809 126250 3563332 3267292 2021080 843315 1492930 4891602 7879275 X 9067249 8766026 118786945 130520116 127854194 139286142 132745796 147165417 X 11428789 3159 X 0 1 X 1 1 1 X 5107417 23242281 30896562 37992722 33453492 130692474 5107417 23242281 30896562 37992722 33453492 130692474 7373068 123319406 38897 197894 284631 316599 389046 1227067 43334 51956 51628 42388 64437 253743 132173284 1550741 0.93300 0.92510 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2014 AMOUNT: $ 43,334. 2015 AMOUNT: $ 51,956. 2016 AMOUNT: $ 51,628. 2017 AMOUNT: $ 42,388. 2018 AMOUNT: $ 64,437. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1018 280633 281651 22268848 22550499 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 190050 191098 208837 281651 871636 250000 250000 250000 250000 1000000 1500000 315 499 838 1018 2670 X X 10 307.76 0 2 0 1 1 200.00 7941 0 128643640 128643640 865974 151299 714675 10415551 1254322 9161229 724867 515772 209095 138728639 DEFERRED RENT 413214 DEFERRED COMPENSATION PAYABLE 779218 FAIR VALUE OF INTEREST RATE SWAP 39 REFUNDABLE ADVANCES 300459 1492930 X 34046211 18915 47231 66146 33980065 -365584 -365584 33614481 22592211 18915 387604 406519 22185692 0 22185692 PART II, LINE 9: CONSERVATION EASEMENTS ARE RECORDED AS AN ASSET ON THE BALANCE SHEET. THE ORGANIZATION HAS A WRITTEN DOCUMENT REGARDING THE PERIODIC MONITORING, INSPECTION, VIOLATIONS, AND ENFORCEMENT OF THE CONSERVATION EASEMENTS IT HOLDS. PART X, LINE 2: ABT AND EBDF ARE GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AFBP IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE. IN ADDITION, ABT AND EBDF QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTIONS AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS. CONTRIBUTIONS TO AFBP ARE NOT DEDUCTIBLE TO DONORS. INCOME THAT IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. NEITHER ABT, AFBP NOR EBDF HAD NET UNRELATED BUSINESS INCOME FOR THE YEAR ENDED MARCH 31, 2019. MANAGEMENT EVALUATED ABT, AFBP AND EBDF'S TAX POSITIONS AND CONCLUDED THAT THEY HAVE TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: AFBP REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENT 47,231. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF SALES REPORTED ON PART VIII, LINE 10B -107,721. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B -257,086. LOSS ON DISPOSAL REPORTED ON PART VIII, LINE 7C -777. PART XII, LINE 2D - OTHER ADJUSTMENTS: AFBP & EBDF EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENT 22,797. COST OF SALES REPORTED ON PART VIII, LINE 10B 107,721. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 257,086. PART II, LINE 5 THE ORGANIZATION HAS A WRITTEN DOCUMENT REGARDING THE PERIODIC MONITORING, INSPECTION, VIOLATIONS, AND ENFORCEMENT OF THE CONSERVATION EASEMENTS IT HOLDS. X X X 1 PUBLIC INTEREST COMMUNICATIONS 7700 LEESBURG PIKE SUITE 41 FALLS CHURCH NV 22043 TELEMARKETING 0 40542 28614 11928 40542 28614 11928 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC 1 JEFFERSON CO HISTORIC LANDMARKS COMMISSION PO BOX 23 CHARLES TOWN WV 25414 453213370 501(C)(3) 6000 GRANT FOR DEMOLITION OF VAN EVERA HOUSE AT SHEPHERDSTOWN SOUTH CAROLINA BATTLEGROUND TRUST PO BOX 80668 CHARLESTON SC 29416 541004102 501(C)(3) 23801 APPRAISAL REVIEW ON 10 ACRE DANIELS TRACT, EUTAW SPRINGS, SC; APPRAISAL OF HORTON, HANGING ROCK; APPRAISAL REVIEW OF HORTON TRACT AT HANGING ROCK; APPRAISAL OF 2.39 ACRE HORTON III TRACT AT HANGING ROCK, SC; APPRAISAL OF HORTON IV TRACT AT HANGING ROCK, SC; RIGHT OF FIRST REFUSAL 3.02 ACRE HORTON V TRACT, HANGING ROCK; GRANT FOR ACQUISITION OF 2.387 ACRE HORTON III TRACT, HANGING ROCK, SC; TIMBER APPRAISAL OF 160 ACRE JAMARI LLC TRACT AT HANGING ROCK, SC; APPRAISAL OF HORTON IV TRACT AT HANGING ROCK, SC NATURAL LANDS TRUST 1031 PALMERS MILL ROAD MEDIA PA 19063 236272818 501(C)(3) 96000 GRANT FOR CONSERVATION EASEMENT ON 88.1 ACRE MOORE TRACT, BRANDYWINE, PA BRANDYWINE CONSERVANCY & MUSEUM OF ART PO BOX 141 CHADDS FORD PA 19317 516020908 501(C)(3) 75000 GRANT FOR THE ACQUISITION OF THE 13.6 ACRE ODELL TRACT, BRANDYWINE, PA TREASURER OF VIRGINIA DCR 600 E STREET 24TH FLOOR RICHMOND VA 23219 546004497 GOV'T 7825 DCR GOVERNMENT SPONSOR FEE FOR 219.26 ACRE ENGH TRACT AT RAPPAHANNOCK STATION, VA; SURVEY OF CONSERVATION EASEMENT AREA FOR 219.26 ACRE ENGH TRACT AT RAPPAHANNOCK STATION CITY OF PETERSBURG VA 135 NORTH UNION ST PETERSBURG VA 23803 546001502 GOV'T 25000 SOUTH SIDE DEPOT GRANT EAST BRADFORD TOWNSHIP 666 COPELAND SCHOOL ROAD WEST CHESTER PA 19380 236000304 GOV'T 20000 GRANT FOR ACQUISITION OF 7.5 ACRE STRODE TRACT AT BRANDYWINE, PA AMERICANS FOR BATTLEFIELD PRESERVATION 1156 15 ST SUITE 900 WASHINGTON DC DC 20005 043843239 501(C)(4) 20000 START-UP FEES US DEPT OF THE INTERIOR NPS 1849 C STREET NW WASHINGTON DC 20240 530197094 GOV'T 4786723 APPRAISAL LAND ANTIETAM, MD HAMRICK; MONOCACY, MD GEISBERT; CEDAR CREEK, VA BURROWS; CAMP NELSON, KY - JESSAMINE CO. HERITAGE PARK; HARPERS FERRY, WV ALLSTADT; SHILOH, TN SHAW; WILSON'S CREEK, MO - WILKEN STATE OF NEW YORK DEPT OF PARKS RECREATION & HISTORIC PRESERVATION 625 BROADWAY ALBANY NY 12238 000000000 GOV'T 1227153 APPRAISAL LAND SACKET'S HARBOR, NY - MARTIN STATE OF MARYLAND DNR 580 TAYLOR AVE ANNAPOLIS MD 21401 526009000 GOV'T 195648 APPRAISAL LAND SOUTH MOUNTAIN - KARN COMMONWEALTH OF KENTUCKY PO BOX 1150 FRANKFORT KY 40602 610600439 GOV'T 378375 APPRAISAL LAND PERRYVILLE, KY - GRAVES NORTHERN VIRGINIA REGIONAL PARK AUTHORITY 5400 OLD OX ROAD FAIRFAX STATION VA 22039 540715585 GOV'T 18094 APPRAISAL LAND UPPERVILLE, VA - FAUQUIER & LOUDON GARDEN CLUB NEVADA CO DEPOT & MUSEUM 403 WEST FIRST ST SOUTH PRESCOTT AR 71857 710530855 GOV'T 1432363 APPRAISAL LAND PRAIRIE D'ANE, AR - HALE AVERASBOROUGH BATTLEFIELD COMMISSION 3300 HIGHWAY 82 DUNN NC 28334 561901705 GOV'T 120292 APPRAISAL LAND AVERASBORO, NC - WEST STATE OF LOUISIANA 1201 N THIRD ST SUITE 7-210 BATON ROUGE LA 70802 720807104 GOV'T 38633 APPRAISAL LAND MANSFIELD, LA - CALHOUN CITY OF FRANKLIN PO BOX 306100 NASHVILLE TN 37230 626000290 GOV'T 248408 APPRAISAL LAND FRANKLIN, TN - ELEY BATTLE OF FALLING WATERS 1863 FOUNDATION INC 14926 FALLING WATERS ROAD WILLIAMSPORT MD 21795 473396578 GOV'T 87901 APPRAISAL LAND FALLING WATERS - WILES 17 1 PART I, LINE 2: MOST OF THE GRANTS ISSUED ARE REIMBURSEMENT GRANTS TO AID IN ACQUIRING LAND OR CONSERVATION EASEMENTS. THE GRANT IS NOT ISSUED UNTIL THE LAND OR EASEMENT HAS BEEN ACQUIRED OR AT THE TIME OF SETTLEMENT. THESE TYPES OF GRANT DO NOT NEED MONITORING. X X 0 1 0 0 0 0 0 0 0 O JAMES LIGHTHIZER PRESIDENT 261920 0 0 0 0 0 75715 0 28454 0 366089 0 0 0 STEPHEN D WYNGARDEN CAO 118681 0 0 0 0 0 5803 0 35735 0 160219 0 0 0 RUTH E HUDSPETH CFO 140116 0 0 0 0 0 7800 0 12424 0 160340 0 0 0 DAVID N DUNCAN CHIEF DEVELOPMENT OFFICER 225534 0 0 0 0 0 13048 0 2908 0 241490 0 0 0 THOMAS M GILMORE CHIEF REAL ESTATE OFFICER 206510 0 0 0 0 0 12358 0 27888 0 246756 0 0 0 JAMES J CAMPI CHIEF POLICY & COMMUNICATIONS OFFICE 166016 0 0 0 0 0 9360 0 14037 0 189413 0 0 0 GARRY E ADELMAN CHIEF HISTORIAN 150012 0 0 0 0 0 8508 0 34458 0 192978 0 0 0 LAWRENCE SWIADER CHIEF DIGITAL OFFICER 149841 0 0 0 0 0 2043 0 2526 0 154410 0 0 0 SAMUEL F DELUCA LEAD OFFICER FOR MAJOR GIFTS 116113 0 0 0 0 0 6967 0 28723 0 151803 0 0 0 PART I, LINE 4B O. JAMES LIGHTHIZER, PRESIDENT, PARTICIPATES IN DEFERRED COMPENSATION PLAN. THE ORGANIZATION CONTRIBUTED $43,500 TO THE PLAN IN THE CURRENT YEAR. A ECONOMIC DEVELOPMENT AUTHORITY SPOTSYLVANIA COUNTY VIRGINIA 541237426 2010-04-07 5400000 TO REFUND A PRIOR ISSUE DATED 05/22/07 0 0 0 A 2100000 5400000 5400000 2010 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 1 SUNTRUST BANKS INC 10.000000000000 0 0 0 0 1 A 1 X 16230 APPRAISAL X 6 3418500 APPRAISALS X OFFICE FURNITURE 5 1251 ACTUAL COST 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B AUDIT COMMITTEE MEMBERS, CHAIRMAN OF THE ABT BOARD, PRESIDENT, COO, CFO AND KEY EMPLOYEES REVIEW THE 990 INITIALLY. IF ANY CORRECTIONS NEED TO BE MADE, THE AUDITING FIRM IS NOTIFIED. AFTER THE CORRECTIONS, THE 990 IS THEN DISTRIBUTED TO THE WHOLE BOARD OF TRUSTEES BEFORE THE 990 IS FILED EITHER IN PAPER OR ELECTRONIC FORM. FORM 990, PART VI, SECTION B, LINE 12C WHENEVER A TRUSTEE HAS A POTENTIAL DIRECT OR INDIRECT PERSONAL INTEREST IN A PROPOSED TRANSACTION OF THE CORPORATION, HE SHALL DISCLOSE THE MATERIAL FACTS OF THE TRANSACTION, THE NATURE OF HIS POTENTIAL INTEREST IN THE TRANSACTION, AND ANY OTHER RELEVANT INFORMATION REGARDING THE TRANSACTION TO THE BOARD OF TRUSTEES. THEREAFTER, THE TRUSTEE SHALL NOT BE PERMITTED TO PARTICIPATE IN THE FINAL BOARD DELIBERATION REGARDING SUCH TRANSACTION, AND SHALL NOT BE PERMITTED TO VOTE ON SUCH TRANSACTION. THE BOARD OF TRUSTEES REVIEW THE CONFLICT OF INTEREST POLICY ON A YEARLY BASIS. FORM 990, PART VI, SECTION B, LINE 15 AMERICAN BATTLEFIELD TRUST WILL PAY SALARIES THAT ARE COMPETITIVE WITH THOSE PAID FOR COMPARABLE POSITIONS IN OTHER NON-PROFIT ORGANIZATIONS. EACH EMPLOYEE'S SALARY IS REVIEWED ANNUALLY. SALARY ADJUSTMENTS, IF ANY, WILL BE DISCUSSED AT THIS TIME AS WELL. SALARY ADJUSTMENTS WILL BE PREPARED AND RECOMMENDATIONS WILL BE MADE AT THE TIME THE BUDGET IS PRESENTED TO THE BOARD. IF APPROVED, THEY WILL BECOME EFFECTIVE AT THE PRESIDENT'S DISCRETION. THE PRESIDENT'S SALARY AND BENEFIT PACKAGE IS REVIEWED BY AN OUTSIDE CONSULTING FIRM AND THEN APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WILL BE PROVIDED UPON REQUEST TO THE PUBLIC. OUR AUDITED FINANCIALS AND FORM 990 ARE ON THE AMERICAN BATTLEFIELD TRUST WEBSITE. FORM 990, PART VII, SECTION A, VOTING BOARD MEMBERS: FORM 990, PART VII LIST ALL VOTING BOARD MEMBERS SERVING THE ORGANIZATION AT ANY TIME DURING THE FISCAL YEAR. AT MARCH 31, 2019, THERE WERE ONLY TWENTY-SEVEN VOTING BOARD MEMBERS. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF THE SWAP 3,256. VARIANCE -97. AMERICANS FOR BATTLEFIELD PRESERVATION 1156 15TH ST NW SUITE 900 WASHINGTON DC 20005 403843239 SEE PART VII OF SCHEDULE R DC 501(C)(4) AMERICAN BATTLEFIELD TRUST 1 ENDANGERED BATTLEFIELD DEFENSE FUND 7777 WASHINGTON AVENUE HOUSTON TX 77007 271035136 TO CARRY OUT THE PURPOSES OF THE AMERICAN BATTLEFIELD TRUST VA 501(C)(3) LINE 12B, II AMERICAN BATTLEFIELD TRUST 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 FORM 990, SCHEDULE R, PART II, LINE B THE MISSION OF AMERICANS FOR BATTLEFIELD PRESERVATION (AFBP) IS TO PROMOTE AWARENESS OF THE PLIGHT OF OUR NATION'S REMAINING HALLOWED BATTLEGROUNDS. IT IS A STRICTLY NON-PARTISAN ORGANIZATION THAT SEEKS TO BUILD SUPPORT FOR BATTLEFIELD PRESERVATION AMONG ALL LAWMAKERS ON ALL LEVELS OF GOVERNMENT. THE ORGANIZATION'S PRIMARY FOCUS IS TO ENCOURAGE LAWMAKERS ON THE FEDERAL, STATE AND LOCAL LEVELS TO ALLOCATE PUBLIC FUNDS FOR BATTLEFIELD PRESERVATION. IN ADDITION, AFBP SUPPORTS LOCAL OFFICIALS FOR PUBLIC OFFICE IN A VERY LIMITED NUMBER OF TARGETED COMMUNITIES, PLUS TRAINS LOCAL PEOPLE ABOUT HOW TO SUCCESSFULLY CONDUCT COMMUNITY GRASSROOTS ORGANIZING, FUNDRAISING, AND EFFECTIVE USE OF MEDIA.