FURP.ORG / PUBLIC DATA EXPLORER

NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES (EIN 53-0210807)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-15
IRS object ID
201801359349308755
Schema version
2016v3.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-15T14:01:30-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18401 GREENSBORO DRIVE 800AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN530210807EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL TRUST FOR HISTORIC PRESERVATIONBusinessNameLine1Txt
Business Name Line2IN THE UNITED STATESBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% DENISE WISEInCareOfNm
Business Name ControlNATIBusinessNameControlTxt
Phone2025886000PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHANIE MEEKSPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone2025886000PhoneNum
Signature2018-04-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMarc BergerPreparerPersonNm
PTINP01871563PTIN
Phone7038930600PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEPHANIE MEEKSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 virginia avenue nw 1100AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$54,885,836GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressSAVINGPLACES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1949FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE O.ActivityOrMissionDesc
Voting Members Governing Body26VotingMembersGoverningBodyCnt
Voting Members Independent26VotingMembersIndependentCnt
Total Employee424TotalEmployeeCnt
Total Volunteers1515TotalVolunteersCnt
Total Gross UBI$795,106TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$338,306NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$26,018,553PYContributionsGrantsAmt
CY Contributions Grants$24,300,800CYContributionsGrantsAmt
PY Program Service Revenue$6,106,386PYProgramServiceRevenueAmt
CY Program Service Revenue$4,960,629CYProgramServiceRevenueAmt
PY Investment Income$16,621,769PYInvestmentIncomeAmt
CY Investment Income$12,359,083CYInvestmentIncomeAmt
PY Other Revenue$3,084,462PYOtherRevenueAmt
CY Other Revenue$3,338,702CYOtherRevenueAmt
PY Total Revenue$51,831,170PYTotalRevenueAmt
CY Total Revenue$44,959,214CYTotalRevenueAmt
PY Grants And Similar Paid$3,976,148PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,575,848CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$23,492,304PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$22,659,803CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$278,466PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$346,843CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$7,064,132CYTotalFundraisingExpenseAmt
PY Other Expenses$25,179,989PYOtherExpensesAmt
CY Other Expenses$21,809,965CYOtherExpensesAmt
PY Total Expenses$52,926,907PYTotalExpensesAmt
CY Total Expenses$48,392,459CYTotalExpensesAmt
PY Revenues Less Expenses-$1,095,737PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,433,245CYRevenuesLessExpensesAmt
Total Assets BOY$295,853,546TotalAssetsBOYAmt
Total Assets EOY$311,812,342TotalAssetsEOYAmt
Total Liabilities BOY$47,128,375TotalLiabilitiesBOYAmt
Total Liabilities EOY$45,800,205TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$248,725,171NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$266,012,137NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE NATIONAL TRUST FOR HISTORIC PRESERVATION PROTECTS SIGNIFICANT PLACES REPRESENTING OUR DIVERSE CULTURAL EXPERIENCES BY TAKING DIRECT ACTION AND INSPIRING BROAD PUBLIC SUPPORT.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$15,311,160ExpenseAmt
Grant$270,862GrantAmt
Revenue$3,229,213RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$8,325,835ExpenseAmt
Grant$1,449,768GrantAmt
Revenue$369,545RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$7,272,898ExpenseAmt
Grant$1,855,218GrantAmt
Revenue$1,120,473RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$2,329,338$0$820,589Membership Outreach
$1,969,859$0$97Publications
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$4,299,197TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$820,686TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$35,209,090TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document405IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee424EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members26GoverningBodyVotingMembersCnt
Independent Voting Member26IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldIDStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldIAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTXStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDENISE WISEPersonNm
Phone2025886000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 VIRGINIA AVENUE NW SUITE 1100AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Marita Rivero
Trustee, Chair2.00.0Yes (X)Yes (X)$0$0$0
Fernando Lloveras San Miguel
Trustee, Vice Chair2.00.0Yes (X)Yes (X)$0$0$0
Timothy P Whalen
Trustee, Vice Chair2.00.0Yes (X)Yes (X)$0$0$0
Victor Ashe
Trustee2.00.0Yes (X)$0$0$0
Christy Brown
Trustee2.00.0Yes (X)$0$0$0
Linda Bruckheimer
Trustee2.00.0Yes (X)$0$0$0
Laura W Bush
Trustee2.00.0Yes (X)$0$0$0
Susan Chapman Hughes
Trustee2.00.0Yes (X)$0$0$0
Jay C Clemens
Trustee2.00.0Yes (X)$0$0$0
Lawrence H Curtis
Trustee2.00.0Yes (X)$0$0$0
Lester G Fant III
trustee2.00.0Yes (X)$0$0$0
Kevin Gover
Trustee2.00.0Yes (X)$0$0$0
Joe Grills
Trustee2.00.0Yes (X)$0$0$0
Sheffield Hale
Trustee2.00.0Yes (X)$0$0$0
Marilynn Wood Hill
Trustee2.00.0Yes (X)$0$0$0
Luis G Hoyos
Trustee2.00.0Yes (X)$0$0$0
F Joseph Moravec
Trustee2.00.0Yes (X)$0$0$0
Martha Nelson
Trustee2.00.0Yes (X)$0$0$0
Charles Royce
Trustee2.00.0Yes (X)$0$0$0
Lisa See
Trustee2.00.0Yes (X)$0$0$0
G Jackson Tankersley Jr
Trustee2.00.0Yes (X)$0$0$0
Phoebe Tudor
Trustee2.00.0Yes (X)$0$0$0
Edward Passarelli
Statutory Ex-Officio Trustee2.00.0Yes (X)$0$0$0
Earl A Powell
Statutory Ex-Officio Trustee2.00.0Yes (X)$0$0$0
SECRETARY OF INTERIOR
Statutory Ex-Officio Trustee2.00.0Yes (X)$0$0$0
K Vance Kelley AIA
NonStatutory ExOfficio Trustee2.00.0Yes (X)$0$0$0
Daniel G Carey
NonStatutory ExOfficio Trustee2.00.0Yes (X)$0$0$0
Stephanie Meeks
President & CEO39.01.0Yes (X)$499,210$0$35,165
Paul Edmondson
Chief Legal Officer39.01.0Yes (X)$257,160$0$18,689
Carla Washinko
Chief Fin/Admin Officer39.01.0Yes (X)$246,119$0$24,561
David Brown
Chief Preservation Officer40.00.0$321,940$0$35,357Yes (X)
Barbara Pahl
Senior VP - Field Offices40.00.0$200,604$0$20,999Yes (X)
Tom Cassidy
VP - Gov't Relations/Policy40.00.0$183,852$0$36,814Yes (X)
Kimberly Skelly
VP - Philanthropy40.00.0$181,949$0$34,813Yes (X)
Marianna Knight
VP - Human Resources40.00.0$178,716$0$8,918Yes (X)
John Hildreth
Senior Advisor-Special Project40.00.0$178,473$0$23,249Yes (X)
Robert Bull Term 32516
Former Chief Develop. Officer40.00.0$156,697$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,404,720TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$238,565TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K46IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BDO USA LLP
PO BOX 642743PITTSBURGHPA152642743AUDIT & TAX SERVICES$250,620
O'CONNOR CONSULTING SERVICES LLC
4770 HOWARD PLACECHESAPEAKE BEACHMD20732CONSULTING$206,995
ROLAND R HESS BUILDER
7746 BURKHOLDER ROADWAYNESBOROPA17268GENERAL CONTRACTOR$131,209
NATIONAL GEOGRAPHIC
PO Box 417131BOSTONMA022417131BROADBAND CHARGES$380,921
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Federated Campaigns$39,109FederatedCampaignsAmt
Membership Dues$3,563,518MembershipDuesAmt
Fundraising$553,720FundraisingAmt
Government Grants$489,742GovernmentGrantsAmt
All Other Contributions$19,654,711AllOtherContributionsAmt
Noncash Contributions$921,814NoncashContributionsAmt
Total Contributions$24,300,800TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
DUES900099$1,080,542$1,080,542
CONTRACT SERVICES/COMMISSIONS900099$239,921$239,921
ADMISSION AND SPECIAL EVENTS900099$2,835,350$2,711,824$123,526
ADVERTISING541800$581,512$581,512
REIMBURSEMENT OF EXPENSES900099$223,304$223,304
FieldValueIRS element (for citing)
Total Program Service Revenue$4,960,629TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,192,847TotalRevenueColumnAmt
Unrelated Business Revenue-$246,097UnrelatedBusinessRevenueAmt
Exclusion$3,438,944ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,269,441TotalRevenueColumnAmt
Unrelated Business Revenue$130,209UnrelatedBusinessRevenueAmt
Exclusion$1,139,232ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$3,293,059RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,755,948RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$537,111RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$537,111TotalRevenueColumnAmt
Related Or Exempt Func Income$537,111RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$15,684,498SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,518,262SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$9,166,236SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,166,236TotalRevenueColumnAmt
Exclusion$9,166,236ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$148,934FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$553,720ContriRptFundraisingEventAmt
Fundraising Direct Expenses$359,606FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$210,672TotalRevenueColumnAmt
Exclusion-$210,672ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$540,939GrossSalesOfInventoryAmt
Cost Of Goods Sold$292,806CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$248,133TotalRevenueColumnAmt
Related Or Exempt Func Income$42,177RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$205,956UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
SALE OF PROPERTY900099$1,376,190$1,376,190
INSURANCE REPAYMENTS900099$69,697$69,697
MISC INCOME900099$48,802$48,802
FieldValueIRS element (for citing)
Other Revenue Total$1,494,689OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,959,214TotalRevenueColumnAmt
Related Or Exempt Func Income$4,834,879RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$795,106UnrelatedBusinessRevenueAmt
Exclusion$15,028,429ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,550,848TotalAmt
Program Services$3,550,848ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$25,000TotalAmt
Program Services$25,000ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,438,199TotalAmt
Program Services$633,439ProgramServicesAmt
Management And General$451,238ManagementAndGeneralAmt
Fundraising$353,522FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$17,590,252TotalAmt
Program Services$12,749,063ProgramServicesAmt
Management And General$2,278,458ManagementAndGeneralAmt
Fundraising$2,562,731FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$771,765TotalAmt
Program Services$535,318ProgramServicesAmt
Management And General$118,291ManagementAndGeneralAmt
Fundraising$118,156FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,557,745TotalAmt
Program Services$1,054,409ProgramServicesAmt
Management And General$260,774ManagementAndGeneralAmt
Fundraising$242,562FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,301,842TotalAmt
Program Services$881,192ProgramServicesAmt
Management And General$217,935ManagementAndGeneralAmt
Fundraising$202,715FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$116,051TotalAmt
Program Services$20,433ProgramServicesAmt
Management And General$80,439ManagementAndGeneralAmt
Fundraising$15,179FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$236,764TotalAmt
Program Services$5,032ProgramServicesAmt
Management And General$221,000ManagementAndGeneralAmt
Fundraising$10,732FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$11,378TotalAmt
Program Services$11,378ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$346,843TotalAmt
Fundraising$346,843FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$711,306TotalAmt
Program Services$618,836ProgramServicesAmt
Management And General$92,470ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,990,276TotalAmt
Program Services$2,336,382ProgramServicesAmt
Management And General$1,057,221ManagementAndGeneralAmt
Fundraising$596,673FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$328,442TotalAmt
Program Services$262,282ProgramServicesAmt
Management And General$37,853ManagementAndGeneralAmt
Fundraising$28,307FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$781,409TotalAmt
Program Services$559,649ProgramServicesAmt
Management And General$178,382ManagementAndGeneralAmt
Fundraising$43,378FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,553,246TotalAmt
Program Services$2,339,812ProgramServicesAmt
Management And General$652,264ManagementAndGeneralAmt
Fundraising$561,170FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,342,844TotalAmt
Program Services$975,314ProgramServicesAmt
Management And General$102,611ManagementAndGeneralAmt
Fundraising$264,919FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$142,500TotalAmt
Program Services$70,721ProgramServicesAmt
Management And General$71,779ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$777,139TotalAmt
Program Services$444,832ProgramServicesAmt
Management And General$154,659ManagementAndGeneralAmt
Fundraising$177,648FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$723,647TotalAmt
Program Services$637,430ProgramServicesAmt
Management And General$51,895ManagementAndGeneralAmt
Fundraising$34,322FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
REAL ESTATE$4,768,905$4,768,700$205
PROPERTY DEVELOPMENT$237,266$237,266
PRINTING$1,568,850$888,415$671,934$8,501
POSTAGE$1,314,955$533,139$766,439$15,377

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,204,987TotalAmt
Program Services$1,070,200ProgramServicesAmt
Management And General$68,090ManagementAndGeneralAmt
Fundraising$66,697FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$48,392,459TotalAmt
Program Services$35,209,090ProgramServicesAmt
Management And General$6,119,237ManagementAndGeneralAmt
Fundraising$7,064,132FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,721,810BOYAmt
EOY$1,610,590EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,280,808BOYAmt
EOY$8,231,365EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$761,244BOYAmt
EOY$1,780,520EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$481,854BOYAmt
EOY$447,868EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$910,539BOYAmt
EOY$901,491EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$15,518,576LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,254,335LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$9,462,171BOYAmt
EOY$11,264,241EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$53,283,164BOYAmt
EOY$57,343,554EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$213,919,785BOYAmt
EOY$229,288,528EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$161,844BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,870,327BOYAmt
EOY$944,185EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$295,853,546BOYAmt
EOY$311,812,342EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,468,239BOYAmt
EOY$5,898,356EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$12,544,681BOYAmt
EOY$11,991,627EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$6,425,959BOYAmt
EOY$3,900,040EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,689,496BOYAmt
EOY$24,010,182EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$47,128,375BOYAmt
EOY$45,800,205EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$95,262,887BOYAmt
EOY$98,503,045EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$68,142,885BOYAmt
EOY$81,386,939EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$85,319,399BOYAmt
EOY$86,122,153EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$248,725,171BOYAmt
EOY$266,012,137EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$295,853,546BOYAmt
EOY$311,812,342EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$3,433,245ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$20,720,211NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,738,980CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,392,308CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,924,529CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26,018,553CurrentTaxYearMinus1YearAmt
Current Tax Year$24,300,800CurrentTaxYearAmt
Total$129,375,170TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,738,980CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,392,308CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,924,529CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26,018,553CurrentTaxYearMinus1YearAmt
Current Tax Year$24,300,800CurrentTaxYearAmt
Total$129,375,170TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$21,411,010SubstantialContributorsTotAmt
Public Support Total170$107,964,160PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,426,389CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,412,395CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,285,099CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,870,870CurrentTaxYearMinus1YearAmt
Current Tax Year$4,332,079CurrentTaxYearAmt
Total$31,326,832TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$197,926CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$156,350CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,948,166CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$701,190CurrentTaxYearMinus1YearAmt
Current Tax Year$1,494,689CurrentTaxYearAmt
Total$4,498,321TotalAmt
FieldValueIRS element (for citing)
Total Support$165,200,323TotalSupportAmt
Gross Receipts Rltd Activities$28,237,779GrossReceiptsRltdActivitiesAmt
Public Support CY1700.65353PublicSupportCY170Pct
Public Support PY1700.66888PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$171,856FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$157,203FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$329,059FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$48,063,400FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$48,392,459FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

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

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

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

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$409,244CurrentYearMinus3Amt
Current Year Minus2$526,203CurrentYearMinus2Amt
Current Year Minus1$482,024CurrentYearMinus1Amt
Current Year$329,059CurrentYearAmt
Total$1,746,530TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

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

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$5,077CurrentYearMinus3Amt
Current Year Minus2$48,953CurrentYearMinus2Amt
Current Year Minus1$54,445CurrentYearMinus1Amt
Current Year$171,856CurrentYearAmt
Total$280,331TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held6DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held1FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$25,000DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$287,295DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$5,000FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$6,796,499DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$162,323FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Historic Land AreaYes (X)HistoricLandAreaInd
Historic StructureYes (X)HistoricStructureInd
Total Easements124TotalEasementsCnt
Total Acreage953.11TotalAcreageCnt
Historic Structure Easements103HistoricStructureEasementsCnt
Historic Strctr Easements Aftr4HistoricStrctrEasementsAftrCnt
Modified Easements1ModifiedEasementsCnt
States Easements Held24StatesEasementsHeldCnt
Written Policy MonitoringYes (true)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement3888.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$253,674ExpensesIncurredEnforcementAmt
Section170h Rqr StsfdYes (true)Section170hRqrStsfdInd
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp

Held Works Art HeldWorksArtGrp

FieldValueIRS element (for citing)
Assets Included$250,000AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SaleYes (true)SolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$291,685,068BeginningYearBalanceAmt
Contributions-$63,855ContributionsAmt
Investment Earnings Or Losses-$4,930,949InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,372,952GrantsOrScholarshipsAmt
Other Expenditures$13,831,414OtherExpendituresAmt
Administrative Expenses$1,375,507AdministrativeExpensesAmt
End Year Balance$270,110,391EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$261,829,310BeginningYearBalanceAmt
Contributions$803,634ContributionsAmt
Investment Earnings Or Losses$43,987,167InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,221,096GrantsOrScholarshipsAmt
Other Expenditures$12,221,232OtherExpendituresAmt
Administrative Expenses$1,492,715AdministrativeExpensesAmt
End Year Balance$291,685,068EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$214,323,028BeginningYearBalanceAmt
Contributions$35,418,617ContributionsAmt
Investment Earnings Or Losses$23,822,209InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,049,822GrantsOrScholarshipsAmt
Other Expenditures$9,418,813OtherExpendituresAmt
Administrative Expenses$1,265,909AdministrativeExpensesAmt
End Year Balance$261,829,310EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.35000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.33000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.32000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,817,789OtherCostOrOtherBasisAmt
Depreciation$1,404,179DepreciationAmt
Book Value$5,413,610BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,269,629OtherCostOrOtherBasisAmt
Depreciation$775,747DepreciationAmt
Book Value$2,493,882BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,431,158OtherCostOrOtherBasisAmt
Depreciation$2,074,409DepreciationAmt
Book Value$3,356,749BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$11,264,241TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INVESTMENT IN SUBSIDIARIES$9,298,718C
OTHER NON-PUBLIC INVESTMENTS$219,989,810F
FieldValueIRS element (for citing)
Total Book Value Securities$229,288,528TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)

DescDescAmtAmt
GIFT ANNUITIES$1,391,309
ENDOWMENT FOR CONGRESSIONAL CEMETERY$4,908,019
DEFERRED RENT$5,330,453
ENDOWMENT FOR MONTPELIER$10,621,923
ENDOWMENT FOR BELLE GROVE$251,244
ENDOWMENT FOR CLIVEDEN$584,132
CHARITABLE REMAINDER TRUSTS$416,462
EMERSON SCHOOL DEPOSIT RESERVE$15,533
NELLY'S NEEDLERS LIABILITY$36,923
457B PLAN BALANCE$454,184
FieldValueIRS element (for citing)
Total Liability$24,010,182TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$66,267,919TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$20,720,211NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$647,388DonatedServicesAndUseFcltsAmt
Revenue Not Reported$21,367,599RevenueNotReportedAmt
Revenue Subtotal$44,900,320RevenueSubtotalAmt
Investment Expenses Not Incld$711,306InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$652,412OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$58,894RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$44,959,214TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$48,980,953TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$647,388DonatedServicesUseFcltsAmt
Other Expenses Included$652,412OtherExpensesIncludedAmt
Expenses Not Reported$1,299,800ExpensesNotReportedAmt
Expenses Subtotal$47,681,153ExpensesSubtotalAmt
Investment Expenses Not Incld2$711,306InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$711,306ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$48,392,459TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 4:NUMBER OF STATES WHERE PROPERTIES SUBJECT TO CONSERVATION EASEMENTS ARE LOCATED WAS 24 PLUS THE DISTRICT OF COLUMBIA FOR A TOTAL OF 25.
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, 2014 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 - $292,806 SPECIAL EVENT EXPENSE - $359,606 TOTAL - $652,412
PART XII, LINE 2D:COGS $292,806 SPECIAL EVENT EXPENSE $359,606 TOTAL $652,412

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)Grantmaking$25,000
Central America and the CaribbeanInvestments$58,793,248
FieldValueIRS element (for citing)
Subtotal Spent$58,818,248SubtotalSpentAmt
Total Spent$58,818,248TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionEurope (Including Iceland and Greenland)RegionTxt
Purpose Of GrantpreservationPurposeOfGrantTxt
Cash Grant$25,000CashGrantAmt
Manner Of Cash DisbursementWIRE TRANS.MannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationThe International 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. David J. Brown, Executive Director and Chief Preservation Officer with NTHP, sits on the Executive Committee of INTO, where NTHP has a permanent seat. In that capacity, he reviews budgets and expenditures of the INTO Secretariat and works closely with the Head of the Secretariat on INTO issues of special interests in the United States.ExplanationTxt

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
AVALON CONSULTING GROUP INC
805 15TH STREET NW SUITE 700WASHINGTONDC20005TELEMARKET SERVICESfalse$209,573-$209,573
EIDOLON COMMUNICATIONS INC
15 MAIDEN LANE SUITE 1401NEW YORKNY10038DIRECT MARKETINGfalse$38,750-$38,750
THE ENGAGE GROUP LLC
7160 COLUMBIA GATEWAY DRIVE SUITECOLUMBIAMD21046FUNDRAISING SERVICESfalse$98,520-$98,520
FieldValueIRS element (for citing)
Total Retained By Contractors$346,843TotalRetainedByContractorsAmt
Total Net To Organization-$346,843TotalNetToOrganizationAmt
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GLASS HOUSEEvent1Nm
Gross Receipts Event1$579,270GrossReceiptsEvent1Amt
Charitable Contri Event1$486,080CharitableContriEvent1Amt
Gross Revenue Event1$93,190GrossRevenueEvent1Amt
Other Direct Expenses Event1$298,620OtherDirectExpensesEvent1Amt
Event2WOODLAWNEvent2Nm
Gross Receipts Event2$51,888GrossReceiptsEvent2Amt
Charitable Contri Event2$12,448CharitableContriEvent2Amt
Gross Revenue Event2$39,440GrossRevenueEvent2Amt
Other Direct Expenses Event2$10,817OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$69,681GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$54,237CharitableContriOtherEventsAmt
Gross Revenue Other Events$15,444GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$47,266OthDirectExpnssOtherEventsAmt
Gross Receipts Total$700,839GrossReceiptsTotalAmt
Charitable Contributions Tot$552,765CharitableContributionsTotAmt
Gross Revenue Total Events$148,074GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$356,703OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$356,703DirectExpenseSummaryEventsAmt
Net Income Summary-$208,629NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (65 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
ALASKA GEOGRAPHIC ASSOCIATION
241 NORTH C STREETANCHORAGEAK99501920043154501(c)(3)$39,500SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC
ANNAPOLIS MARITIME MUSEUM INC
723 SECOND STREETANNAPOLISMD21403521664577501(c)(3)$10,000Save Historic Places
APPALACHIAN BARN ALLIANCE INC
PO BOX 1441MARS HILLNC28754460880358501(c)(3)$6,000Save Historic Places
ARCHAEOLOGICAL CONSERVANCY
1717 GIRARD BLVD NEALBUQUERQUENM87106953403273501(c)(3)$8,773Save Historic Places
ASSN FOR PRESERV OF HIST CONGR CEMETETRY
1801 E STREET SEWASHINGTONDC20003521071828501(c)(3)$207,103Save Historic Places
ASTRODOME CONSERVANCY
2726 BISSONNET 240-417HOUSTONTX77005813660137501(c)(3)$12,500Save Historic Places
ATOMIC HERITAGE FOUNDATION
910 17TH ST NW StE 408WASHINGTONDC20006030380408501(c)(3)$15,000Save Historic Places
BELLE GROVE INC
PO Box 537MIDDLETOWNVA22645541047175501(c)(3)$5,784Save Historic Places
BENT COUNTY HISTORICAL SOCIETY
PO BOX 68 560 BENT AVELASANIMASCO81054840576719501(c)(3)$22,145Save Historic Places
BRUCEMORE INC
2160 LINDEN DR SECEDAR RAPIDSIA52403421170531501(c)(3)$19,146Save Historic Places
CARVER COUNTY HISTORICAL SOCIETY
555 WEST FIRST STREETWACONIAMN55387416040775501(c)(3)$10,000Save Historic Places
CITY OF LEADVILLE
800 HARRISON AVELEADVILLECO80461846000607501(c)(3)$15,000Save Historic Places
CITY OF SAVANNAH GEORGIA
2 EAST BAY STREETSAVANNAHGA31401586000660501(c)(3)$30,000Save Historic Places
CLIVEDEN INC
6401 GERMANTOWN AvePHILADELPHIAPA19144232232675501(c)(3)$73,719Save Historic Places
COMMITTEE TO SAVE THE BIRD HOMESTEAD INC
600 MILTON ROAD PO Box 346RYENY10580263149555501(c)(3)$7,000Save Historic Places
CURTAINS WITHOUT BORDERS
429 SOUTH WILLARD STBURLINGTONVT05401203272981501(c)(3)$10,000Save Historic Places
DORCHESTER COUNTY MARYLAND
501 COURT LANE RM 103CAMBRIDGEMD21613526000933501(c)(3)$25,000Save Historic Places
Drayton Hall Preservation Trust
3380 Ashley River RoadCharlestonSC29414454938941501(c)(3)$16,000Save Historic Places
FILOLI CENTER INC
86 CANADA ROADWOODSIDECA940620000952996648501(c)(3)$33,064Save Historic Places
FIRST UNITARIAN SOCIETY OF DENVER
1400 LAFAYETTEDENVERCO80218840203283501(c)(3)$10,000Save Historic Places
FRIENDS OF CEDAR MESA
PO BOX 338BLUFFUT84512352426283501(c)(3)$5,100Save Historic Places
FRIENDS OF EAGLE ISLAND INC
242 WASHINGTON AVE APT 1BROOKLYNNY11205274548675501(c)(3)$10,000Save Historic Places
FRIENDS OF GREAT SMOKY MOUNTAINS NTL PARK
PO BOX 1660KODAKTN37764865932499501(c)(3)$125,000Save Historic Places
FRIENDS OF THE ALLENTOWN PARKS
3000 PARKWAY BLVDALLENTOWNPA18104262198402501(c)(3)$13,500Save Historic Places
FRIENDS OF THE OREGON CAVES AND CHATEAU
PO BOX 2195GRANTS PASSOR97528262620939501(c)(3)$10,000Save Historic Places
GRAND CANYON ASSOCIATION
PO BOX 399GRAND CANYONAZ86023860179548501(c)(3)$125,000Save Historic Places
HISTORIC CHARLESTON FOUNDATION
PO BOX 1120CharlestonSC294020000576000599501(c)(3)$13,331Save Historic Places
INDEPENDENCE SEAPORT MUSEUM
211 S COLUMBUS BLVDPHILADELPHIAPA19106231584971501(c)(3)$8,515Save Historic Places
JANES UNITED METHODIST CHURCH
120 SOUTH CROSS STCHESTERTOWNMD21620521313982501(c)(3)$25,000Save Historic Places
JOHNS HOPKINS UNIVERSITY
3910 KESWICK RD N-4327BBALTIMOREMD21211520595110501(c)(3)$5,306Save Historic Places
KENNARD ALUMNI ASSOCIATION INC
410 LITTLEKIDWELL AVECENTREVILLEMD21617300137016501(c)(3)$10,000Save Historic PlacesPO BOX 213
KEYSTONE KIDSPACE
58 EAST SPRINGETTSBURYYORKPA17403300829212501(c)(3)$9,500Save Historic Places
KNOX HERITAGE
P O BOX 1242KNOXVILLETN37901510148798501(c)(3)$8,338Save Historic Places
LAKE HOPATCONG FOUNDATION
37 NOLANS PT PK RDLAKEHOPATCONGNJ07849454894683501(c)(3)$10,000Save Historic Places
LANDMARKS ILLINOIS
30 N MICHIGAN AVE Ste2020CHICAGOIL60602362879987501(c)(3)$8,400Save Historic Places
LOUISVILLE PRESERVATION FUND INC
325 W MAIN ST STE 1110LOUISVILLEKY40202462871014501(c)(3)$34,080Save Historic Places
LOWER EAST SIDE TENEMENT MUSEUM
91 ORCHARD STREETNEW YORKNY10002133475390501(c)(3)$45,000Save Historic Places
MADISON COUNTY EDUCATION FOUNDATION
5738 US HIGHWAY 25-70MARSHALLNC28753581986660501(c)(3)$10,000Save Historic Places
MONTPELIER FOUNDATION
13384 LAUNDRY RDMONTPELIER STNVA22957311620682501(c)(3)$37,000Save Historic PlacesPO BOX 67
NATIONAL MAIN STREET CENTER INC
53 W Jackson Blvd Ste 350CHICAGOIL60604461405965501(c)(3)$63,458Save Historic Places
NEIGHBORHOOD PROGRESS INC
11327 SHAKER BLVDCLEVELANDOH44104341611055501(c)(3)$10,000Save Historic PlacesSTE 500W
PACIFIC HISTORIC PARKS
94-1187 KA UKA BLVDWAIPAHUHI96797990194501501(c)(3)$125,000Save Historic Places
PIEDMONT ENVIRONMENTAL COUNCIL
45 HORNER STREETWARRENTONVA20186540935569501(c)(3)$10,000Save Historic Places
PRESERVATION BUFFALO NIAGARA
617 MAIN ST STE 201BUFFALONY14203222986810501(c)(3)$8,500Save Historic Places
PRESERVATION CHAPEL HILL
610 EAST ROSEMARY STCHAPEL HILLNC27514237218278501(c)(3)$7,000Save Historic Places
PRESERVATION MARYLAND
3600 CLIPPER MILL RDBALTIMOREMD21211520609575501(c)(3)$10,000Save Historic PlacesSTE 248
PRESERVE RHODE ISLAND
957 NORTH MAIN STREETPROVIDENCERI02904056012417501(c)(3)$10,000Save Historic Places
President Lincolns Cottage at Soldiers Home
3700 N Capitol ST NWWASHINGTONDC20011471453864501(c)(3)$26,855Save Historic Places558
RIVOLI COALITION
PO BOX 1402PENDLETONOR97801300639805501(c)(3)$10,000Save Historic Places
SAN FRANCISCO ARCHITECTURAL HERITAGE
2007 FRANKLIN STSAN FRANCISCOCA94109237135037501(c)(3)$12,958Save Historic Places
SAVE HARLEM NOW INC
144 WEST 120TH STREETNEW YORKNY10027810725665501(c)(3)$10,000Save Historic Places
SHUMLA SCHOOL INC
PO BOX 627COMSTOCKTX78837742869788501(c)(3)$10,000Save Historic Places
SOUTH FLORIDA NATIONAL PARKS TRUST INC
1390 SOUTH DIXIE HWYCORAL GABLESFL33146134341209501(c)(3)$125,000Save Historic PlacesSTE 2203
SOUTH SIDE COMMUNITY ART CENTER
3831 S MICHIGAN AVECHICAGOIL60653237359897501(c)(3)$8,500Save Historic Places
SWEET AUBURN WORKS INC
522 AUBURN AVENUE NEATLANTAGA30312461784089501(c)(3)$15,000Save Historic Places
TC WALKER & WOODVILLE ROSENWALD SCHOOL FDN
6467 MAIN STREETGLOUCESTERVA23061461214062501(c)(3)$10,000Save Historic Places
The Aspen Institute
ONE DUPONT CIRCLE NWWASHINGTONDC20036840399006501(c)(3)$6,050Save Historic PlacesSTE 700
University of Maryland
STATE AGENCY RTE 1COLLEGE PARKMD20742526002033501(c)(3)$7,500Save Historic Places
WASHINGTON ARCHITECTUAL FOUNDATION
421 7TH STREET NWWASHINGTONDC20004521592783501(c)(3)$9,000Save Historic Places
WASHINGTON'S NATIONAL PARK FUND
1904 THIRD AVE STE 400SEATTLEWA98101010869799501(c)(3)$91,798Save Historic Places
WHITE HOUSE HISTORICAL ASSOCIATION
P O BOX 27624WASHINGTONDC200387624520749685501(c)(3)$25,000Save Historic Places
YELLOWSTONE PARK FOUNDATION
222 EAST MAIN ST STE 301BOZEMANMT59715830311166501(c)(3)$125,000Save Historic Places
YMCA OF HONOLULU
1441 PALI HIGHWAYHONOLULUHI96813990073533501(c)(3)$10,000Save Historic Places
YOSEMITE CONSERVANCY
101 MONTGOMERY STSAN FRANCISCOCA94104943058041501(c)(3)$48,500Save Historic PlacesSTE 1700
ZION NATIONAL PARK FOUNDATION
ZION NATIONAL PARKSPRINGDALEUT84767870256961501(c)(3)$95,500Save Historic Places
FieldValueIRS element (for citing)
Total501c3 Org65Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Stephanie Meeks
President & CEO$475,210$0$0$0$24,000$0$13,250$0$21,915$0$534,375$0$0$0
Paul Edmondson
Chief Legal Officer$257,160$0$0$0$0$0$13,079$0$5,610$0$275,849$0$0$0
Carla Washinko
Chief Fin/Admin Officer$246,119$0$0$0$0$0$12,655$0$11,906$0$270,680$0$0$0
David Brown
Chief Preservation Officer$321,940$0$0$0$0$0$13,250$0$22,107$0$357,297$0$0$0
Barbara Pahl
Senior VP - Field Offices$200,604$0$0$0$0$0$10,128$0$10,871$0$221,603$0$0$0
Tom Cassidy
VP - Gov't Relations/Policy$183,852$0$0$0$0$0$10,028$0$26,786$0$220,666$0$0$0
Kimberly Skelly
VP - Philanthropy$181,949$0$0$0$0$0$9,469$0$25,344$0$216,762$0$0$0
Marianna Knight
VP - Human Resources$178,716$0$0$0$0$0$8,918$0$0$0$187,634$0$0$0
John Hildreth
Senior Advisor-Special Project$178,473$0$0$0$0$0$9,464$0$13,785$0$201,722$0$0$0
Robert Bull Term 32516
Former Chief Develop. Officer$156,697$0$0$0$0$0$0$0$0$0$156,697$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1A:FormAndLineReferenceDesc
ExplanationThe Trust paid gross up payments of $11,000 to the CEO in lieu of contributions directly to a retirement plan.ExplanationTxt

Schedule M IRS990ScheduleM

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

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution28ContributionCnt
Noncash Contributions Rpt F990$401,814NoncashContributionsRptF990Amt
Method Of Determining RevenuesStock giftsMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$520,000NoncashContributionsRptF990Amt
Method Of Determining Revenueslisting priceMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Form8283 Received3Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1:THE NATIONAL TRUST FOR HISTORIC PRESERVATION PROTECTS SIGNIFICANT PLACES REPRESENTING OUR DIVERSE CULTURAL EXPERIENCES BY TAKING DIRECT ACTION AND INSPIRING BROAD PUBLIC SUPPORT.
FORM 990, PART III, LINE 4A:HISTORIC SITES - THE NATIONAL TRUST AND ITS PARTNERS ARE THE STEWARDS OF 27 NATIONAL TRUST HISTORIC SITES, A NATIONALLY SIGNIFICANT COLLECTION OF HISTORIC PLACES THAT REPRESENT A WIDE VARIETY OF ARCHITECTURAL STYLES AND STRUCTURES, MAGNIFICENT LANDSCAPES, REMARKABLE OBJECT COLLECTIONS AND DIVERSE STORIES THAT BRING AMERICAN HISTORY TO LIFE. IN 2017, THE NATIONAL TRUST OWNED AND MANAGED 11 OF THESE SITES; OWNED 10 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 ARE OPEN TO THE PUBLIC AND WELCOMED NEARLY ONE MILLION VISITORS IN 2017. 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 MANY MORE PEOPLE. 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 AND LANDMARKS; 3) FINANCIAL ASSISTANCE 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 FIELD SERVICES CAPACITY, 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 NEIGHBORHOODS; 6) OPERATIONS OF NINE FIELD OFFICES INCLUDING CHARLESTON, S.C.; 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 AND THE DOZEN DESTINATIONS LIST. PROVIDES INFORMATION ABOUT THE LEGAL AND POLICY ASPECTS OF HISTORIC PRESERVATION. DEVELOPS AND PROVIDES 120 TOURS TO IMPORTANT DESTINATIONS IN THE US AND INTERNATIONALLY.
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 6:The National Trust for Historic Preservation in the United States is a member organization with 106,871 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, Audit Committee Charter, Form 990, Form 990-T and current Audited Financial Statements available on its website, www.savingplaces.org under "about us/governance." 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

FieldValueIRS element (for citing)
Business Name Line1HERITAGE TRAVEL LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11155 15TH STREET NW SUITE 300AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
EIN261983358EIN
Primary ActivitiesTRAVELPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Total Income$1,242,119TotalIncomeAmt
End Of Year Assets$955,289EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NTCICBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
NT CDFI INC
2600 VIRGINIA AVE NW STE 1100WASHINGTONDC20037412138426COMM. DEVELOPDE501(c)(3)12a type 1nthpYes (true)
NATIONAL MAIN STREET CENTER INC
2600 VIRGINIA AVE NW STE 1100WASHINGTONDC20037461405965hist. preservDE501(C)(3)line 10NTHPYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndOwnershipOwnershipPct
National Trust Insurance Services
24 COMMERCE STREETBALTIMOREMD21202200590526INSURANCE AGENCYMDNTCICUNRELATED$450,548$74,148false0.99000
COOPER-MOLERA PRESERVATION LLC
1121 WHITE ROCK RD 205EL DORADO HILLSCA95762814665814historic site mgtCANTHPUNRELATED$0$1,023,417false0.86000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER UNITRUSTS FOR NTHP
2600 VIRGINIA AVE NW SUITE 1100WASHINGTONDC20037530210807CHARITABLE TRUSTSDCNATRUST-$49,982$802,0221.00000false
National Trust Community Investment Corp
1155 15TH STREET NW STE 300WASHINGTONDC20005522267085INVESTMENTSDENTHPC CORP$8,369,645$9,957,1171.00000Yes (true)
NT SOLAR INC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005471272855INVESTMENTSDENTCICC CORP$1,571,620$822,1011.00000false
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationYes (true)DivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (16 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
NATIONAL TRUST COMMUNITY INVESTMENT CORP
a-iii$694,687BOOK VALUE
National Main Street Center Inc
a-iv$56,927BOOK VALUE
National Main Street Center Inc
b$60,787BOOK VALUE
COOPER-MOLERA PRESERVATION LLC
B$1,075,901BOOK VALUE
NT CDFI INC
C$525,528BOOK VALUE
National Main Street Center Inc
D$438,547BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORP
D$304,073BOOK VALUE
NT CDFI INC
D$526,353BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORP
F$800,000BOOK VALUE
National Main Street Center Inc
L$62,184BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORP
O$99,770BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORP
Q$450,105BOOK VALUE
National Main Street Center Inc
Q$1,757,355BOOK VALUE
National Main Street Center Inc
R$1,189,345BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORP
S$1,000,642BOOK VALUE
National Main Street Center Inc
S$2,733,668BOOK VALUE