NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES (EIN 53-0210807)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-15
- IRS object ID
- 201941359349308584
- Schema version
- 2017v2.3
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T14:40:58-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DRIVE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530210807 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL TRUST FOR HISTORIC PRESERVATION | BusinessNameLine1Txt |
| Business Name Line2 | IN THE UNITED STATES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DENISE WISE | InCareOfNm |
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2025886000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 VIRGINIA AVENUE NW Suite 1100 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENISE WISE | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 2025886000 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marc Berger | PreparerPersonNm |
| PTIN | P01871563 | PTIN |
| Phone | 7038930600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.36.6.42 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 54621820191355000092 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 16D29C225B15B1734A97D87CABEB1E6ECF833106 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6006A9ACAE4A0AD4186BDCF2353C7CD19BCA1C2B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL EDMONDSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 VIRGINIA AVENUE NW 1100 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $96,137,256 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SAVINGPLACES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 401 | TotalEmployeeCnt |
| Total Volunteers | 1131 | TotalVolunteersCnt |
| Total Gross UBI | $98,279 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,068,074 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $24,300,800 | PYContributionsGrantsAmt |
| CY Contributions Grants | $65,970,800 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,960,629 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,973,686 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,359,083 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,134,608 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,338,702 | PYOtherRevenueAmt |
| CY Other Revenue | $2,434,560 | CYOtherRevenueAmt |
| PY Total Revenue | $44,959,214 | PYTotalRevenueAmt |
| CY Total Revenue | $80,513,654 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,575,848 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,364,798 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,659,803 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,327,373 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $346,843 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $402,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,551,671 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,809,965 | PYOtherExpensesAmt |
| CY Other Expenses | $23,118,443 | CYOtherExpensesAmt |
| PY Total Expenses | $48,392,459 | PYTotalExpensesAmt |
| CY Total Expenses | $54,212,614 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,433,245 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $26,301,040 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $311,812,342 | TotalAssetsBOYAmt |
| Total Assets EOY | $357,126,901 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,800,205 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,775,390 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $266,012,137 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $304,351,511 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $17,826,018 | ExpenseAmt |
| Grant | $2,684,382 | GrantAmt |
| Revenue | $3,506,227 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,914,444 | ExpenseAmt |
| Grant | $2,617,049 | GrantAmt |
| Revenue | $534,892 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,278,938 | ExpenseAmt |
| Grant | $2,063,367 | GrantAmt |
| Revenue | $1,175,749 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,424,300 | ExpenseAmt |
| Revenue | $746,980 | RevenueAmt |
| Desc | Membership Outreach and Publications | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,424,300 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $746,980 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $41,443,700 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 380 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 401 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENISE WISE | PersonNm |
| Phone | 2025886000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 VIRGINIA AVENUE NW SUITE 1100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Timothy P Whalen | |||||||||
| Trustee, Chair | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Susan Chapman Hughes | |||||||||
| Trustee, Vice Chair | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jay C Clemens | |||||||||
| Trustee, Vice Chair | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Victor Ashe | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Christy Brown | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Linda Bruckheimer | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Laura W Bush | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Fernando Lloveras San Miguel | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Marita Rivero | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Lawrence H Curtis | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Lester G Fant III | |||||||||
| trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kevin Gover | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joe Grills | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| F Sheffield Hale | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Marilynn Wood Hill | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Luis G Hoyos | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| F Joseph Moravec | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Martha Nelson | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Charles M Royce | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Lisa See | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| G Jackson Tankersley Jr | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Phoebe Tudor | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Samuel B Dixon | |||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Earl A Powell | |||||||||
| Statutory Ex-Officio Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| David Bernhardt | |||||||||
| Statutory Ex-Officio Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Edward Passarelli | |||||||||
| Statutory Ex-Officio Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEAN FOLLETT | |||||||||
| NonStatutory ExOfficio Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Donna Colson | |||||||||
| NONSTATUTORY EXOFFICIO TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KIRK HUFFAKER | |||||||||
| NonStatutory ExOfficio Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Stephanie Meeks | |||||||||
| President & CEO | 39.0 | 1.0 | Yes (X) | $508,446 | $0 | $33,287 | |||
| Paul Edmondson | |||||||||
| Chief Legal Officer | 39.0 | 1.0 | Yes (X) | $265,442 | $0 | $19,156 | |||
| Carla Washinko | |||||||||
| Chief Fin/Admin Officer | 40.0 | 0.0 | Yes (X) | $250,718 | $0 | $35,454 | |||
| David Brown | |||||||||
| Chief Preservation Officer | 40.0 | 0.0 | $332,793 | $0 | $38,562 | Yes (X) | |||
| Kimberly Skelly | |||||||||
| CHIEF DEVELOPMENT OFFICER | 40.0 | 0.0 | $172,361 | $0 | $38,808 | Yes (X) | |||
| JON KEVIN GOSSETT TERM 52518 | |||||||||
| CHIEF ADVANCEMENT OFFICER | 40.0 | 0.0 | $232,543 | $0 | $29,841 | Yes (X) | |||
| Barbara Pahl | |||||||||
| Senior VP - Field Offices | 40.0 | 0.0 | $207,562 | $0 | $21,856 | Yes (X) | |||
| Tom Cassidy | |||||||||
| VP - Gov't Relations/Policy | 40.0 | 0.0 | $190,706 | $0 | $37,819 | Yes (X) | |||
| Marianna Knight | |||||||||
| VP - Human Resources | 40.0 | 0.0 | $185,116 | $0 | $9,222 | Yes (X) | |||
| John Hildreth | |||||||||
| Senior Advisor-Special Project | 40.0 | 0.0 | $184,900 | $0 | $35,757 | Yes (X) | |||
| ALEC RADAY | |||||||||
| DIRECTOR OF INDIVIDUAL GIVING | 40.0 | 0.0 | $170,841 | $0 | $24,491 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,701,428 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $324,253 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 51 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BDO USA LLP | |||||
| PO BOX 642743 | PITTSBURGH | PA | 152642743 | AUDIT & TAX SERVICES | $273,757 |
| DAY ONE AGENCY | |||||
| 307 SEVENTH AVENUE 1201 | NEW YORK | NY | 10001 | MARKETING | $253,388 |
| NATIONAL GEOGRAPHIC | |||||
| PO Box 417131 | BOSTON | MA | 022417131 | BROADBAND CHARGES | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $31,763 | FederatedCampaignsAmt |
| Membership Dues | $3,521,674 | MembershipDuesAmt |
| Fundraising | $261,078 | FundraisingAmt |
| Government Grants | $557,711 | GovernmentGrantsAmt |
| All Other Contributions | $61,598,574 | AllOtherContributionsAmt |
| Noncash Contributions | $4,306,193 | NoncashContributionsAmt |
| Total Contributions | $65,970,800 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| DUES | 900099 | $1,091,171 | $1,091,171 | |
| CONTRACT SERVICES/COMMISSIONS | 900099 | $272,226 | $272,226 | |
| ADMISSION AND SPECIAL EVENTS | 900099 | $2,839,398 | $2,699,193 | $140,205 |
| ADVERTISING | 541800 | $522,308 | $522,308 | |
| REIMBURSEMENT OF EXPENSES | 900099 | $248,583 | $248,583 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,973,686 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,197,550 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$834,777 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,032,327 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,160,555 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $59,130 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,101,425 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,294,899 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,674,496 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $620,403 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $620,403 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $620,403 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,264,106 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,327,048 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,937,058 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,937,058 | TotalRevenueColumnAmt |
| Exclusion | $4,937,058 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $188,405 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $261,078 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $333,527 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$145,122 | TotalRevenueColumnAmt |
| Exclusion | -$145,122 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $869,704 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $288,531 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $581,173 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $369,760 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $211,413 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| INSURANCE REPAYMENTS | 900099 | $141,938 | $141,938 |
| MISC INCOME | 900099 | $40,613 | $40,613 |
| TRANSFER ENDOWMENT TO ANOTHER GRANT | 900099 | $35,000 | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $217,551 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,513,654 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,301,336 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $98,279 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,143,239 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,362,557 | TotalAmt |
| Program Services | $7,362,557 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,241 | TotalAmt |
| Program Services | $2,241 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,746,241 | TotalAmt |
| Program Services | $906,733 | ProgramServicesAmt |
| Management And General | $512,317 | ManagementAndGeneralAmt |
| Fundraising | $327,191 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,972,649 | TotalAmt |
| Program Services | $12,761,013 | ProgramServicesAmt |
| Management And General | $2,034,827 | ManagementAndGeneralAmt |
| Fundraising | $3,176,809 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $744,259 | TotalAmt |
| Program Services | $517,011 | ProgramServicesAmt |
| Management And General | $113,441 | ManagementAndGeneralAmt |
| Fundraising | $113,807 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,347,031 | TotalAmt |
| Program Services | $869,215 | ProgramServicesAmt |
| Management And General | $173,726 | ManagementAndGeneralAmt |
| Fundraising | $304,090 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,517,193 | TotalAmt |
| Program Services | $1,026,960 | ProgramServicesAmt |
| Management And General | $253,986 | ManagementAndGeneralAmt |
| Fundraising | $236,247 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,425 | TotalAmt |
| Program Services | $71,987 | ProgramServicesAmt |
| Management And General | $16,903 | ManagementAndGeneralAmt |
| Fundraising | $6,535 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,063 | TotalAmt |
| Program Services | $4,705 | ProgramServicesAmt |
| Management And General | $275,350 | ManagementAndGeneralAmt |
| Fundraising | $7,008 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,944 | TotalAmt |
| Program Services | $9,944 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,000 | TotalAmt |
| Fundraising | $402,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $738,397 | TotalAmt |
| Program Services | $670,011 | ProgramServicesAmt |
| Management And General | $68,386 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,664,118 | TotalAmt |
| Program Services | $2,799,098 | ProgramServicesAmt |
| Management And General | $543,279 | ManagementAndGeneralAmt |
| Fundraising | $321,741 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,125 | TotalAmt |
| Program Services | $220,667 | ProgramServicesAmt |
| Management And General | $27,093 | ManagementAndGeneralAmt |
| Fundraising | $34,365 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688,732 | TotalAmt |
| Program Services | $508,264 | ProgramServicesAmt |
| Management And General | $110,492 | ManagementAndGeneralAmt |
| Fundraising | $69,976 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,561,334 | TotalAmt |
| Program Services | $2,457,657 | ProgramServicesAmt |
| Management And General | $568,557 | ManagementAndGeneralAmt |
| Fundraising | $535,120 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,425,255 | TotalAmt |
| Program Services | $1,056,102 | ProgramServicesAmt |
| Management And General | $104,348 | ManagementAndGeneralAmt |
| Fundraising | $264,805 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,179 | TotalAmt |
| Program Services | $75,103 | ProgramServicesAmt |
| Management And General | $156,076 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $969,733 | TotalAmt |
| Program Services | $637,371 | ProgramServicesAmt |
| Management And General | $136,843 | ManagementAndGeneralAmt |
| Fundraising | $195,519 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $722,878 | TotalAmt |
| Program Services | $637,308 | ProgramServicesAmt |
| Management And General | $52,055 | ManagementAndGeneralAmt |
| Fundraising | $33,515 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| REAL ESTATE | $4,241,906 | $4,241,411 | $495 | |
| PRINTING | $2,279,076 | $1,524,025 | $748,915 | $6,136 |
| POSTAGE | $1,221,278 | $510,745 | $696,766 | $13,767 |
| PROPERTY DEVELOPMENT | $1,083,248 | $1,083,164 | $84 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,616,752 | TotalAmt |
| Program Services | $1,490,408 | ProgramServicesAmt |
| Management And General | $49,661 | ManagementAndGeneralAmt |
| Fundraising | $76,683 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,212,614 | TotalAmt |
| Program Services | $41,443,700 | ProgramServicesAmt |
| Management And General | $5,217,243 | ManagementAndGeneralAmt |
| Fundraising | $7,551,671 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,610,590 | BOYAmt |
| EOY | $2,515,416 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,231,365 | BOYAmt |
| EOY | $42,288,312 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,780,520 | BOYAmt |
| EOY | $1,614,502 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,868 | BOYAmt |
| EOY | $443,944 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $901,491 | BOYAmt |
| EOY | $1,018,114 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,017,601 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,961,424 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,264,241 | BOYAmt |
| EOY | $11,056,177 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,343,554 | BOYAmt |
| EOY | $42,876,545 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,288,528 | BOYAmt |
| EOY | $254,529,362 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $944,185 | BOYAmt |
| EOY | $784,529 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,812,342 | BOYAmt |
| EOY | $357,126,901 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,898,356 | BOYAmt |
| EOY | $8,548,753 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,991,627 | BOYAmt |
| EOY | $10,477,315 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,900,040 | BOYAmt |
| EOY | $9,870,463 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,010,182 | BOYAmt |
| EOY | $23,878,859 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,800,205 | BOYAmt |
| EOY | $52,775,390 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,503,045 | BOYAmt |
| EOY | $99,399,027 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,386,939 | BOYAmt |
| EOY | $86,999,256 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,122,153 | BOYAmt |
| EOY | $117,953,228 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,012,137 | BOYAmt |
| EOY | $304,351,511 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,812,342 | BOYAmt |
| EOY | $357,126,901 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $26,301,040 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,433,829 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$1,395,495 | DonatedServicesAndUseFcltsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,392,308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,924,529 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,018,553 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,300,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,970,800 | CurrentTaxYearAmt |
| Total | $167,606,990 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,392,308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,924,529 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,018,553 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,300,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,970,800 | CurrentTaxYearAmt |
| Total | $167,606,990 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $51,776,374 | SubstantialContributorsTotAmt |
| Public Support Total170 | $115,830,616 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,412,395 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,285,099 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,870,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,332,079 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,133,752 | CurrentTaxYearAmt |
| Total | $30,034,195 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $98,279 | CurrentTaxYearAmt |
| Total | $98,279 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $156,350 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,948,166 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $701,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,494,689 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $217,551 | CurrentTaxYearAmt |
| Total | $4,517,946 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $202,257,410 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $26,951,173 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.57269 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65353 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $116,090 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $370,303 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $486,393 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $53,726,221 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $54,212,614 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $526,203 | CurrentYearMinus3Amt |
| Current Year Minus2 | $482,024 | CurrentYearMinus2Amt |
| Current Year Minus1 | $329,059 | CurrentYearMinus1Amt |
| Current Year | $486,393 | CurrentYearAmt |
| Total | $1,823,679 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $48,953 | CurrentYearMinus3Amt |
| Current Year Minus2 | $54,445 | CurrentYearMinus2Amt |
| Current Year Minus1 | $171,856 | CurrentYearMinus1Amt |
| Current Year | $116,090 | CurrentYearAmt |
| Total | $391,344 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 6 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 1 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $60,000 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $362,066 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $17,600 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,975,859 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $166,037 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 125 | TotalEasementsCnt |
| Total Acreage | 953.11 | TotalAcreageCnt |
| Historic Structure Easements | 104 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 5 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 26 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 4012.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $290,275 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (true) | Section170hRqrStsfdInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | Yes (true) | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $262,563,154 | BeginningYearBalanceAmt |
| Contributions | $3,454,987 | ContributionsAmt |
| Investment Earnings Or Losses | $19,007,471 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,404,843 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,372,955 | OtherExpendituresAmt |
| Administrative Expenses | $3,336,506 | AdministrativeExpensesAmt |
| End Year Balance | $271,911,308 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $245,073,534 | BeginningYearBalanceAmt |
| Contributions | $1,367,899 | ContributionsAmt |
| Investment Earnings Or Losses | $31,727,169 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,356,301 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,234,158 | OtherExpendituresAmt |
| Administrative Expenses | $5,014,989 | AdministrativeExpensesAmt |
| End Year Balance | $262,563,154 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $270,110,391 | BeginningYearBalanceAmt |
| Contributions | $1,387,561 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,987,480 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,563,495 | GrantsOrScholarshipsAmt |
| Other Expenditures | $15,691,433 | OtherExpendituresAmt |
| Administrative Expenses | $1,182,010 | AdministrativeExpensesAmt |
| End Year Balance | $245,073,534 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $291,685,068 | BeginningYearBalanceAmt |
| Contributions | -$63,855 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,930,949 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,372,952 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,831,414 | OtherExpendituresAmt |
| Administrative Expenses | $1,375,507 | AdministrativeExpensesAmt |
| End Year Balance | $270,110,391 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $261,829,310 | BeginningYearBalanceAmt |
| Contributions | $803,634 | ContributionsAmt |
| Investment Earnings Or Losses | $43,987,167 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,221,096 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,221,232 | OtherExpendituresAmt |
| Administrative Expenses | $1,492,715 | AdministrativeExpensesAmt |
| End Year Balance | $291,685,068 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.40970 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.47590 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11440 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,787,991 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,514,539 | DepreciationAmt |
| Book Value | $5,273,452 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,269,629 | OtherCostOrOtherBasisAmt |
| Depreciation | $997,164 | DepreciationAmt |
| Book Value | $2,272,465 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,959,981 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,449,721 | DepreciationAmt |
| Book Value | $3,510,260 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $11,056,177 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN SUBSIDIARIES | $14,885,043 | C |
| OTHER NON-PUBLIC INVESTMENTS | $239,644,319 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $254,529,362 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (11 entries)
| DescDesc | AmtAmt |
|---|---|
| GIFT ANNUITIES | $1,195,062 |
| ENDOWMENT FOR CONGRESSIONAL CEMETERY | $5,048,552 |
| DEFERRED RENT | $5,154,197 |
| ENDOWMENT FOR MONTPELIER | $11,059,032 |
| ENDOWMENT FOR BELLE GROVE | $259,425 |
| CHARITABLE REMAINDER TRUSTS | $395,681 |
| EMERSON SCHOOL DEPOSIT RESERVE | $15,820 |
| NELLY'S NEEDLERS LIABILITY | $39,634 |
| 457B PLAN BALANCE | $527,824 |
| RETAINED LIFE ESTATES | $180,000 |
| ENDOWMENT HELD FOR NATIONAL MAIN STREET CENTER | $3,632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $23,878,859 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $97,154,333 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $13,433,829 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $3,323,192 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $16,757,021 | RevenueNotReportedAmt |
| Revenue Subtotal | $80,397,312 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $738,400 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$622,058 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $116,342 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $80,513,654 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $58,814,959 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $4,718,687 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $622,058 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,340,745 | ExpensesNotReportedAmt |
| Expenses Subtotal | $53,474,214 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $738,400 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $738,400 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $54,212,614 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 4: | NUMBER OF STATES WHERE PROPERTIES SUBJECT TO CONSERVATION EASEMENTS ARE LOCATED WAS 25 PLUS THE DISTRICT OF COLUMBIA FOR A TOTAL OF 26. |
| PART II, LINE 5: | The National Trust's Board-established easement policy sets out general standards for acquisition, inspection and enforcement. These policies are reflected in easement deeds, authorizing inspection rights and full enforcement powers. The National Trust physically inspects its easements on a regular basis. In addition to physical monitoring, the National Trust also monitors properties through the provision of technical advice to property owners related to the care and maintenance of their property. Also, the National Trust using the Secretary of the interior's Standards for the Treatment of Historic Properties, reviews the existing condition of a property whenever it receives a request to make a change or alteration from a property owner. The National Trust enforces restrictions in easements, including through legal action when necessary. |
| PART II, LINE 9: | Expenses relating to the administration of the National Trust's easement program are included as program-related expenses on the Statement of Functional Expenses. The value of easements is not included on the Statement of Financial Position. |
| PART III, LINE 1: | The Trust follows the accounting practice of not including in its assets the cost or appraised value of any of its historic sites, which upon receipt may be retained by the Trust. Related expenditures for restoration, stabilization, reconstruction and development are charged to expense as incurred. Properties accepted with the intent of sale are recognized as revenue at the time of receipt at the estimated fair value less costs for historic evaluation, repair, maintenance costs and impact of the easement. The historic sites, including objects and furnishings owned by the Trust with the intent of retention are not reported in the accompanying balance sheets under the accounting policy stated above. |
| PART III, LINE 4: | The National Trust owns certain historic sites that are operated as museums or are otherwise integral to the Trust's charitable 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. A portion of the endowment is unrestricted and used for general operating support for the organization. |
| 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, 2015 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. |
| PART XI, LINE 4B: | COGS - $288,531 SPECIAL EVENT EXPENSE - $333,527 TOTAL - $622,058 |
| PART XII, LINE 2D: | COGS $288,531 SPECIAL EVENT EXPENSE $333,527 TOTAL $622,058 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Europe (Including Iceland and Greenland) | Grantmaking | $2,361 |
| Central America and the Caribbean | Investments | $71,255,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $71,257,786 | SubtotalSpentAmt |
| Total Spent | $71,257,786 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | The International Organization of National Trusts (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 2018, David J. Brown, Executive Vice President and Chief Preservation Officer with NTHP, followed by Katherine Malone-France, Senior Vice President for Historic Sites, sat on the Executive Committee of INTO, where NTHP has a permanent seat. In that capacity, s/he 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt |
|---|---|---|---|---|---|---|
| BEACONFIRE RED | ||||||
| 2300 CLARENDON BLVD SUITE 925 | ARLINGTON | VA | 22201 | ONLINE SERVICES | false | $216,000 |
| EIDOLON COMMUNICATIONS INC | ||||||
| 15 MAIDEN LANE SUITE 1401 | NEW YORK | NY | 10038 | DIRECT MARKETING | false | $186,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $402,000 | TotalRetainedByContractorsAmt |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GLASS HOUSE | Event1Nm |
| Gross Receipts Event1 | $314,640 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $188,487 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $126,153 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $279,247 | OtherDirectExpensesEvent1Amt |
| Event2 | WOODLAWN | Event2Nm |
| Gross Receipts Event2 | $54,271 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $12,988 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $41,283 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $19,770 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $80,533 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $59,603 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $20,930 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $34,510 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $449,444 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $261,078 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $188,366 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $333,527 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $333,527 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$145,161 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, EVENT TYPE: | FormAndLineReferenceDesc |
| Explanation | (A) EVENT #1: GLASS HOUSE FUNDRAISING EVENTS (B) EVENT #2: WOODLAWN SPRING EVENT | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (80 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1940 AIR TERMINAL MUSEUM | ||||||||
| 8325 TRAVELAIR STREET | HOUSTON | TX | 77061 | 760612294 | 501(c)(3) | $5,500 | Save historic places | |
| AMERICAN COLLEGE OF THE BUILDING ARTS | ||||||||
| 649 MEETING STREET | CHARLESTON | SC | 29403 | 571075250 | 501(c)(3) | $10,000 | Save Historic Places | |
| ASSN PRESOF HISTORIC CONGRESSNL CEMETERY | ||||||||
| 1801 E STREET SE | WASHINGTON | DC | 20003 | 521071828 | 501(c)(3) | $260,578 | Save Historic Places | |
| ASTRODOME CONSERVANCY | ||||||||
| 2726 BISSONNET 240-417 | HOUSTON | TX | 77005 | 813660137 | 501(c)(3) | $10,000 | Save Historic Places | |
| AUDITORIUM THEATRE OF ROOSEVELT UNIVERSITY | ||||||||
| 50 EAST CONGRESS PARKWAY | CHICAGO | IL | 60605 | 363145476 | 501(c)(3) | $15,000 | Save Historic Places | |
| BEDFORD STUYVESANT RESTORATION CORPORATION | ||||||||
| 1368 FULTON STREET | BROOKLYN | NY | 11216 | 116083182 | 501(c)(3) | $20,000 | Save Historic Places | |
| BELLE GROVE INC | ||||||||
| PO Box 537 | MIDDLETOWN | VA | 22645 | 541047175 | 501(c)(3) | $15,605 | Save Historic Places | |
| BETHEL PERFORMING ARTS CENTER LLC | ||||||||
| PO BOX 222 | LIBERTY | NY | 12754 | 454083198 | 501(c)(3) | $6,000 | Save Historic Places | C/O BETHEL WOOD CENTER FOR THE ARTS |
| BIRMINGHAM LANDMARKS INC | ||||||||
| 1817 3RD AVENUE NORTH | BIRMINGHAM | AL | 35203 | 630958984 | 501(c)(3) | $140,000 | Save Historic Places | |
| BRUCEMORE INC | ||||||||
| 2160 LINDEN DR SE | CEDAR RAPIDS | IA | 52403 | 421170531 | 501(c)(3) | $8,038 | Save Historic Places | |
| CASA GRANDE MAIN STREET | ||||||||
| 110 W 2ND STREET | CASA GRANDE | AZ | 85122 | 860693733 | 501(c)(3) | $92,000 | Save Historic Places | |
| CHEROKEE RANCH & CASTLE FOUNDATION | ||||||||
| 6113 N DANIELS PARK ROAD | SEDALIA | CO | 80135 | 841363339 | 501(c)(3) | $7,000 | Save Historic Places | |
| CHINATOWN-INTL DISTRICT BIZ IMPROVEMENT | ||||||||
| 409 B MAYNARD AVE S | SEATTLE | WA | 98104 | 911661557 | 501(c)(3) | $20,000 | Save Historic Places | |
| CHRIST CHURCH LUTHERAN | ||||||||
| 3244 34TH AVE S | MINNEAPOLIS | MN | 55406 | 410704439 | 501(c)(3) | $130,000 | Save Historic Places | |
| CHRIST CHURCH PRESERVATION TRUST | ||||||||
| 20 N AMERICAN STREET | PHILADELPHIA | PA | 19106 | 200252106 | 501(c)(3) | $125,000 | Save Historic Places | |
| CINCINNATI PRESERVATION ASSOCIATION | ||||||||
| 342 WEST FOURTH STREET | CINCINNATI | OH | 45202 | 316049618 | 501(c)(3) | $105,000 | Save Historic Places | |
| CITY OF COTTAGE GROVE | ||||||||
| 400 E MAIN STREET | COTTAGE GROVE | OR | 97424 | 936002146 | 501(c)(3) | $10,000 | Save Historic Places | |
| CITY OF MIAMI | ||||||||
| 444 SW 2nd AVE | MIAMI | FL | 33130 | 596000375 | 501(c)(3) | $63,256 | Save Historic Places | 8th FLOOR |
| CLEVELAND RESTORATION SOCIETY | ||||||||
| SARAH BENEDICT HOUSE | CLEVELAND | OH | 44115 | 237218767 | 501(c)(3) | $12,250 | Save Historic Places | |
| CLIVEDEN INC | ||||||||
| 6401 GERMANTOWN AVE | PHILADELPHIA | PA | 19144 | 232232675 | 501(c)(3) | $121,944 | Save Historic Places | |
| COLORADO PRESERVATION INC | ||||||||
| 1420 OGDEN STREET 104 | DENVER | CO | 80218 | 742403583 | 501(c)(3) | $10,000 | Save Historic Places | |
| CRISFIELD HERITAGE FOUNDATION INC | ||||||||
| 3 NINTH STREET | CRISFIELD | MD | 21817 | 521122897 | 501(c)(3) | $10,000 | Save Historic Places | |
| CROW CANYON ARCHAEOLOGICAL CENTER | ||||||||
| 23390 ROAD K | CORTEZ | CO | 81321 | 840631786 | 501(c)(3) | $10,000 | Save Historic Places | |
| DADE HERITAGE TRUST INC | ||||||||
| 190 SE 12TH TERRACE | MIAMI | FL | 33131 | 592194849 | 501(c)(3) | $145,000 | Save Historic Places | |
| DOWNTOWN GREENSBORO INCORPORATED | ||||||||
| 536 SOUTH ELM STREET | GREENSBORO | NC | 27406 | 562011549 | 501(c)(3) | $95,000 | Save Historic Places | |
| DOWNTOWN OKLAHOMA CITY INITIATIVES INC | ||||||||
| 211 N ROBINSON AVE | OKLAHOMA CITY | OK | 73102 | 203674008 | 501(c)(3) | $20,000 | Save Historic Places | SUITE 225 |
| EDITH BOLLING WILSON BIRTHPLACE FOUNDATION | ||||||||
| 145 EAST MAIN STREET | WYTHEVILLE | VA | 24382 | 205726243 | 501(c)(3) | $15,000 | Save Historic Places | |
| FILOLI CENTER INC | ||||||||
| 86 CANADA ROAD | WOODSIDE | CA | 940620000 | 952996648 | 501(c)(3) | $46,179 | Save Historic Places | |
| FIRST CHRISTIAN REFORMED CHURCH | ||||||||
| 650 BATES STREET SE | GRAND RAPIDS | MI | 49503 | 381390600 | 501(c)(3) | $50,000 | Save Historic Places | |
| FIRST CHURCH OF CHRIST IN HARTFORD | ||||||||
| 60 GOLD STREET | HARTFORD | CT | 06103 | 060646636 | 501(c)(3) | $125,000 | Save Historic Places | |
| FRANCES WILLARD HISTORICAL | ||||||||
| 1730 CHICAGO AVE | EVANSTON | IL | 60201 | 363940738 | 501(c)(3) | $14,000 | Save Historic Places | PO BOX 213 |
| FRANK LLOYD WRIGHT FOUNDATION | ||||||||
| 12621 N FL WRIGHT BLVD | SCOTTSDALE | AZ | 85259 | 860197576 | 501(c)(3) | $17,000 | Save Historic Places | |
| FRIENDS OF THE EMBASSY THEATRE INC | ||||||||
| C/O 114 2ND AVE | BURNHAM | PA | 17009 | 251663561 | 501(c)(3) | $6,000 | Save Historic Places | |
| GERMANTOWN UNITED COMMUNITY DVLP CORP | ||||||||
| 5219 GERMANTOWN AVE | PHILADELPHIA | PA | 19144 | 453739378 | 501(c)(3) | $105,000 | Save Historic Places | |
| HERITAGE CONSERVATION GROUP LLC | ||||||||
| 2421 SE Orange Ave | PORLAND | OR | 97214 | 473126359 | 501(c)(3) | $15,000 | Save Historic Places | ABERNATHY ELEMENTARY SCHOOL PTA |
| HERITAGE FDN OF FRANKLIN&WILLIAMSON COUNTY | ||||||||
| PO BOX 723 | FRANKLIN | TX | 37065 | 237042596 | 501(c)(3) | $20,000 | Save Historic Places | |
| HISTORIC SAVANNAH FOUNDATION | ||||||||
| 321 EAST YORK STREET | SAVANNAH | GA | 31401 | 580838253 | 501(c)(3) | $25,000 | Save Historic Places | |
| HISTORIC VALLEY JUNCTION FOUNDATION | ||||||||
| 137 5TH STREET | WEST DES MOINES | IA | 50265 | 421338090 | 501(c)(3) | $20,000 | Save Historic Places | |
| HOUSE OF THE SEVEN GABLES SETTLEMENT ASSN | ||||||||
| 115 DERBY STREET | SALEM | MA | 01970 | 042104324 | 501(c)(3) | $10,000 | Save Historic Places | PO BOX 67 |
| HYDE PARK CHAMBER OF COMMERCE DBA HYDE PARK CHAMBE | ||||||||
| 1715 E 55th STREET UNIT B | CHICAGO | IL | 60615 | 362953031 | 501(c)(3) | $20,000 | Save Historic Places | |
| JPR FOUNDATION INC | ||||||||
| 1250 SISKIYOU BLVD | ASHLAND | OR | 97520 | 931233656 | 501(c)(3) | $15,000 | Save Historic Places | STE 500W |
| KENT CONSERVATION AND PRESERVATION ALLIANCE | ||||||||
| 861 WASHINGTON AVE | CHESTERTOWN | MD | 21620 | 473751617 | 501(c)(3) | $18,000 | Save Historic Places | NO 256 |
| KENT COUNTY ARTS COUNCIL | ||||||||
| PO BOX 330 | CHESTERTOWN | MD | 21620 | 521236800 | 501(c)(3) | $17,000 | Save Historic Places | |
| LATENT DESIGN CORPORATION | ||||||||
| 900 N ASHLAND AVE | CHICAGO | IL | 60622 | 271609456 | 501(c)(3) | $10,000 | Save Historic Places | |
| LINDEN HERITAGE FOUNDATION | ||||||||
| PO BOX 507 | LINDEN | TX | 78620 | 475126258 | 501(c)(3) | $9,750 | Save Historic Places | |
| LOS ANGELES CONSERVANCY | ||||||||
| 523 W 6TH STREET SUITE 826 | LOS ANGELES | CA | 900140000 | 953273046 | 501(c)(3) | $100,000 | Save Historic Places | STE 248 |
| LOUISVILLE PRESERVATION FUND INC | ||||||||
| 325 W MAIN ST NO 1110 | LOUISVILLE | KY | 40202 | 462871014 | 501(c)(3) | $50,165 | Save Historic Places | C/O COMMUNITY FOUNDATION FUND INC |
| LOWER EAST SIDE TENEMENT MUSEUM | ||||||||
| 91 ORCHARD STREET | NEW YORK | NY | 10002 | 133475390 | 501(c)(3) | $15,000 | Save Historic Places | 558 |
| LULAC COUNCIL 60 C 60 INC | ||||||||
| 8203 GLENCREST | HOUSTON | TX | 77061 | 473435329 | 501(c)(3) | $70,000 | Save Historic Places | |
| MAIN STREET STEAMBOAT SPRINGS | ||||||||
| 141 9TH ST | STEAMBOAT SPRINGS | CO | 80477 | 200932370 | 501(c)(3) | $20,000 | Save Historic Places | STE 102 |
| MAINSTREET LAS VEGAS INC | ||||||||
| 500 RAILROAD AVE | LAS VEGAS | NM | 87701 | 203922979 | 501(c)(3) | $95,000 | Save Historic Places | |
| MCKINNEY DOWNTOWN BUSINESS RE-DEVELOPMENT | ||||||||
| 111 N TENNESSEE STREET | MCKINNEY | TX | 75069 | 043615798 | 501(c)(3) | $95,000 | Save Historic Places | |
| MESA PRIETA PETROGLYPH PROJECT | ||||||||
| PO BOX 407 | VELARDE | NM | 87582 | 850464041 | 501(c)(3) | $7,500 | Save Historic Places | STE 2203 |
| Montezuma County | ||||||||
| 109 WEST MAIN ROOM 302 | CORTEZ | CO | 81321 | 846000786 | 501(c)(3) | $10,000 | Save Historic Places | |
| MONTPELIER FOUNDATION | ||||||||
| PO BOX 67 | MONTPELIER STATION | VA | 22957 | 311620682 | 501(c)(3) | $25,000 | Save Historic Places | |
| MUSEUM OF AFRICAN-AMERICAN HISTORY | ||||||||
| 46 JOY STREET | BOSTON | MA | 021140000 | 042429556 | 501(c)(3) | $15,000 | Save Historic Places | |
| NATIONAL MAIN STREET CENTER INC | ||||||||
| 2600 VIRGINIA AVE NW | WASHINGTON | DC | 20037 | 461405965 | 501(c)(3) | $44,980 | Save Historic Places | SUITE 1000 |
| NEVADA PRESERVATION FOUNDATION | ||||||||
| 330 W WASHINGTON AVE | LAS VEGAS | NV | 89106 | 463397538 | 501(c)(3) | $8,100 | Save Historic Places | SUITE 106 |
| NORTH PARK MAIN STREET | ||||||||
| 3939 IOWA STREET | SAN DIEGO | CA | 92104 | 330483949 | 501(c)(3) | $20,000 | Save Historic Places | |
| OATLANDS INC | ||||||||
| 20850 OATLANDS PLNTN LA | LEESBURG | VA | 20175 | 541118635 | 501(c)(3) | $106,523 | Save Historic Places | |
| OLD TOWN CAPE INC | ||||||||
| 338 BROADWAY | CAPE GIRARDEAU | MO | 63701 | 431857875 | 501(c)(3) | $83,825 | Save Historic Places | STE 401 |
| ORETHA CASTLE HALEY BLVD MERCH & BIZ ASSN | ||||||||
| 1712 OC HALEY BLVD | NEW ORLEANS | LA | 70113 | 201028637 | 501(c)(3) | $20,000 | Save Historic Places | SUITE 215 |
| PARA LA NATURALEZA INC | ||||||||
| PO BOX 9023978 | SAN JUAN | PR | 00902 | 660801404 | 501(c)(3) | $97,650 | Save Historic Places | |
| PRESERVATION NORTH CAROLINA | ||||||||
| 220 FAYETTEVILLE ST | RALEIGH | NC | 276117644 | 561145386 | 501(c)(3) | $9,000 | Save Historic Places | SUITE 200 |
| Pres Lincolns Cottage at the Soldiers Home | ||||||||
| 3700 N Capitol St NW | WASHINGTON | DC | 20011 | 471453864 | 501(c)(3) | $38,158 | Save Historic Places | 558 |
| RESTORE OREGON | ||||||||
| 1130 SW Morrison St | Portland | OR | 97205 | 930697099 | 501(c)(3) | $10,000 | Save Historic Places | |
| RICHMOND MAIN STREET INITIATIVE | ||||||||
| 1015 NEVIN AVE | RICHMOND | CA | 94801 | 680481132 | 501(c)(3) | $20,000 | Save Historic Places | SUITE 105 |
| ROBERT A & ELIZABETH R JEFFE FDN TRust | ||||||||
| WELLS FARGO ADVISORS | CHICAGO | IL | 60606 | 066455294 | 501(c)(3) | $69,330 | Save Historic Places | |
| SALT LAKE CITY CORPORATION | ||||||||
| 451 S STATE ST | SALT LAKE CITY | UT | 84114 | 876000279 | 501(c)(3) | $45,000 | Save Historic Places | RM 235 |
| SHAW MAIN STREET INC | ||||||||
| 875 N ST NW | WASHINGTON | DC | 20001 | 161665834 | 501(c)(3) | $20,000 | Save Historic Places | SUITE 201 |
| SWEET AUBURN WORKS INC | ||||||||
| 522 AUBURN AVENUE NE | ATLANTA | GA | 30312 | 461784089 | 501(c)(3) | $30,000 | Save Historic Places | |
| TABOR OPERA HOUSE PRESERVATION FOUNDATION | ||||||||
| 308 HARRISON AVENUE | LEADVILLE | CO | 80461 | 061714846 | 501(c)(3) | $12,500 | Save Historic Places | |
| TRINITY EPISCOPAL CHURCH | ||||||||
| 1015 HOLMAN STREET | HOUSTON | TX | 77004 | 746001398 | 501(c)(3) | $10,000 | Save Historic Places | |
| TRINITY UNITED METHODIST CHURCH | ||||||||
| 237 N WATER AVE | IDAHO FALLS | ID | 83402 | 820209074 | 501(c)(3) | $102,525 | Save Historic Places | |
| UNION STATION REDEVELOPMENT CORPORATION | ||||||||
| 10 G ST NE STE 504 | WASHINGTON | DC | 20002 | 521318977 | 501(c)(3) | $14,000 | Save Historic Places | |
| UNIVERSITY NEIGHBORHOOD PRESERVATION ASSN | ||||||||
| 230 WESTMINSTER AVE | SYRACUSE | NY | 13210 | 161383908 | 501(c)(3) | $7,500 | Save Historic Places | |
| UNIVERSITY OF DETROIT MERCY | ||||||||
| 4001 WEST MCNICHOLS ROAD | DETROIT | MI | 48221 | 381360586 | 501(c)(3) | $20,000 | Save Historic Places | |
| UPHAM'S CORNER MAIN STREET | ||||||||
| PO BOX 255917 | DORCHESTER | MA | 02125 | 043344542 | 501(c)(3) | $20,000 | Save Historic Places | |
| VILLA FINALE MUSEUM & GARDENS | ||||||||
| 401 King William St | San Antonio | TX | 78204 | 814436786 | 501(c)(3) | $656,215 | Save Historic Places | |
| YORK COUNTY HERITAGE TRUST | ||||||||
| 250 E MARKET STREET | YORK | PA | 17403 | 231352323 | 501(c)(3) | $10,000 | Save Historic Places | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 80 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | Grant recipients are required to submit a final report at the end of the projecT, within one year of the date of the disbursement. Grantees must submit a budget and state how the funds were used at the end of the project. If a funding match is required, proof of the receipts is required. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stephanie Meeks | ||||||||||||||
| President & CEO | $490,446 | $0 | $0 | $0 | $18,000 | $0 | $13,500 | $0 | $19,787 | $0 | $541,733 | $0 | $0 | $0 |
| Paul Edmondson | ||||||||||||||
| Chief Legal Officer | $265,442 | $0 | $0 | $0 | $0 | $0 | $13,496 | $0 | $5,660 | $0 | $284,598 | $0 | $0 | $0 |
| Carla Washinko | ||||||||||||||
| Chief Fin/Admin Officer | $250,718 | $0 | $0 | $0 | $0 | $0 | $13,058 | $0 | $22,396 | $0 | $286,172 | $0 | $0 | $0 |
| David Brown | ||||||||||||||
| Chief Preservation Officer | $332,793 | $0 | $0 | $0 | $0 | $0 | $13,500 | $0 | $25,062 | $0 | $371,355 | $0 | $0 | $0 |
| Barbara Pahl | ||||||||||||||
| Senior VP - Field Offices | $207,562 | $0 | $0 | $0 | $0 | $0 | $10,472 | $0 | $11,384 | $0 | $229,418 | $0 | $0 | $0 |
| Tom Cassidy | ||||||||||||||
| VP - Gov't Relations/Policy | $190,706 | $0 | $0 | $0 | $0 | $0 | $10,373 | $0 | $27,446 | $0 | $228,525 | $0 | $0 | $0 |
| Kimberly Skelly | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $172,361 | $0 | $0 | $0 | $0 | $0 | $9,361 | $0 | $29,447 | $0 | $211,169 | $0 | $0 | $0 |
| Marianna Knight | ||||||||||||||
| VP - Human Resources | $185,116 | $0 | $0 | $0 | $0 | $0 | $9,222 | $0 | $0 | $0 | $194,338 | $0 | $0 | $0 |
| John Hildreth | ||||||||||||||
| Senior Advisor-Special Project | $184,900 | $0 | $0 | $0 | $0 | $0 | $9,785 | $0 | $25,972 | $0 | $220,657 | $0 | $0 | $0 |
| JON KEVIN GOSSETT TERM 52518 | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $232,543 | $0 | $0 | $0 | $0 | $0 | $12,188 | $0 | $17,653 | $0 | $262,384 | $0 | $0 | $0 |
| ALEC RADAY | ||||||||||||||
| DIRECTOR OF INDIVIDUAL GIVING | $170,841 | $0 | $0 | $0 | $0 | $0 | $8,899 | $0 | $15,592 | $0 | $195,332 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A: | The Trust paid gross up payments of $12,800 to the CEO in lieu of contributions directly to a retirement plan. |
| PART I, LINE 4B: | THE TRUST MADE A $18,000 CONTRIBUTION TO A 457(B) DEFERRED COMPENSATION PLAN ON BEHALF OF THE CEO. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 40 | ContributionCnt |
| Noncash Contributions Rpt F990 | $650,698 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Stock gifts | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,500,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GSI MAPPING SOFTWARE | 1 | $1,395,495 | FAIR MARKET VALUE |
| Yes (X) | RETAINED LIFE ESTATES | 2 | $760,000 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, column (b): | FormAndLineReferenceDesc |
| Explanation | The Trust reports the number of contributions in Part I, column (b). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1: | THE NATIONAL TRUST FOR HISTORIC PRESERVATION PROTECTS SIGNIFICANT PLACES REPRESENTING OUR DIVERSE CULTURAL 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 28 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 FY2018, 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 FY2018. 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 INDIVIDUALS. 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. |
| FORM 990, PART III, LINE 4D: | 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) 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 committee chairs, including the Investments, Finance and Management, Audit, Trusteeship & Governance, Fundraising & Marketing, 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 97,611 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 before the final 990 was filed. |
| FORM 990, PART VI, SECTION B, LINE 12C: | The Organization's conflict of interest policy is sent to the board members once a year with a disclosure form that asks Trustees to describe interest in or relationships with both for-profit entities and to describe any transactions (direct or indirect) with the Organization. Trustees are also required to disclose annually any business or family relationships with other Trustees and with Officers and Key Employees of the Organization (identified by name), consistent with the disclosure obligation of Part VI, Line 2. Trustees are regularly reminded of their obligation under the policy for potential transactions. The policy also provides a process for review of potential conflicts. |
| FORM 990, PART VI, SECTION B, LINE 15A: | The Organization's Compensation Subcommittee of the Executive Committee reviews compensation of the President and top management staff (including Officers and Key Employees). All members of the Compensation Subcommittee are independent members of the Board of Trustees. The Organization regularly reviews compensation studies and comparability analyses, and such information for the officers and key employees is made available to the compensation subcommittee. The Compensation Subcommittee approves compensation of the President in advance and in writing. Compensation of the other Officers and Key Employees is reviewed by the Compensation Subcommittee, but is set by the President. |
| 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
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE TRAVEL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1155 15TH STREET NW SUITE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261983358 | EIN |
| Primary Activities | TRAVEL | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $1,361,829 | TotalIncomeAmt |
| End Of Year Assets | $678,016 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NTCIC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| NT CDFI INC | ||||||||||
| 2600 VIRGINIA AVE NW STE 1100 | WASHINGTON | DC | 20037 | 412138426 | COMM. DEVELOP | DE | 501(c)(3) | 12a type 1 | nthp | Yes (true) |
| NATIONAL MAIN STREET CENTER INC | ||||||||||
| 2600 VIRGINIA AVE NW STE 1100 | WASHINGTON | DC | 20037 | 461405965 | hist. preserv | DE | 501(C)(3) | line 10 | NTHP | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| National Trust Insurance | ||||||||||||
| 24 COMMERCE ST | BALTIMORE | MD | 21202 | 200590526 | INSURANCE AGEncy | MD | NTCIC | UNRELATED | $439,514 | $83,300 | false | 0.99000 |
| COOPER-MOLERA PRESERVATION LLC | ||||||||||||
| 1121 WHITE ROCK RD 205 | EL DORADO HILLS | CA | 95762 | 814665814 | SEE PART VII | CA | NTHP | UNRELATED | $0 | $5,635,661 | false | 0.92000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER UNITRUSTS FOR NTHP | ||||||||||||
| 2600 VIRGINIA AVE NW SUITE 1100 | WASHINGTON | DC | 20037 | 530210807 | CHARITABLE TRUSTS | DC | NA | TRUST | -$30,544 | $791,514 | 1.00000 | false |
| National Trust Community Investment Corp | ||||||||||||
| 1155 15TH STREET NW STE 300 | WASHINGTON | DC | 20005 | 522267085 | INVESTMENTS | DE | NTHP | C CORP | $9,603,390 | $15,542,384 | 1.00000 | Yes (true) |
| NT SOLAR INC | ||||||||||||
| 1155 15TH STREET NW SUITE 300 | WASHINGTON | DC | 20005 | 471272855 | INVESTMENTS | DE | NTCIC | C CORP | $447,846 | $343,782 | 1.00000 | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (true) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| NATIONAL TRUST COMMUNITY INVESTMENT CORP | ||
| a-iii | $705,954 | BOOK VALUE |
| COOPER-MOLERA PRESERVATION LLC | ||
| b | $1,438,297 | BOOK VALUE |
| NATIONAL TRUST COMMUNITY INVESTMENT CORP | ||
| f | $818,100 | BOOK VALUE |
| NATIONAL TRUST COMMUNITY INVESTMENT CORP | ||
| o | $103,252 | BOOK VALUE |
| NATIONAL TRUST COMMUNITY INVESTMENT CORP | ||
| q | $506,669 | BOOK VALUE |
| NATIONAL TRUST COMMUNITY INVESTMENT CORP | ||
| s | $1,575,842 | BOOK VALUE |
| NATIONAL MAIN STREET CENTER INC | ||
| B | $56,827 | BOOK VALUE |
| NATIONAL MAIN STREET CENTER INC | ||
| d | $337,828 | BOOK VALUE |
| NATIONAL MAIN STREET CENTER INC | ||
| N | $63,670 | BOOK VALUE |
| NATIONAL MAIN STREET CENTER INC | ||
| Q | $1,894,268 | BOOK VALUE |
| NATIONAL MAIN STREET CENTER INC | ||
| R | $1,412,970 | BOOK VALUE |
| NATIONAL MAIN STREET CENTER INC | ||
| S | $3,407,957 | BOOK VALUE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, LINE 2, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | PRIMARY ACTIVITY: HISTORIC SITE MANAGEMENT | ExplanationTxt |