2018-05-15T14:01:30-05:00 2017-06-30 BDO USA LLP 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2016-07-01 530210807 NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES % DENISE WISE NATI 2025886000 2600 VIRGINIA AVENUE NW SUITE 1100 Washington DC 20037 STEPHANIE MEEKS PRESIDENT/CEO 2025886000 2018-04-24 true Marc Berger P01871563 7038930600 2016 2022-09-23 18:48:47Z STEPHANIE MEEKS 2600 virginia avenue nw 1100 Washington DC 20037 54885836 false X SAVINGPLACES.ORG X 1949 DC SEE SCHEDULE O. 26 26 424 1515 795106 -338306 26018553 24300800 6106386 4960629 16621769 12359083 3084462 3338702 51831170 44959214 3976148 3575848 0 0 23492304 22659803 278466 346843 7064132 25179989 21809965 52926907 48392459 -1095737 -3433245 295853546 311812342 47128375 45800205 248725171 266012137 X THE NATIONAL TRUST FOR HISTORIC PRESERVATION PROTECTS SIGNIFICANT PLACES REPRESENTING OUR DIVERSE CULTURAL EXPERIENCES BY TAKING DIRECT ACTION AND INSPIRING BROAD PUBLIC SUPPORT. false false 15311160 270862 3229213 SEE SCHEDULE O 8325835 1449768 369545 SEE SCHEDULE O 7272898 1855218 1120473 SEE SCHEDULE O 2329338 0 820589 Membership Outreach 1969859 0 97 Publications 4299197 0 820686 35209090 true true false true false true true true false true true true false false true true false true false false true true false true true false false true false true false false false false false false false false true true false false true true true true false false true 405 0 true 424 true true true false false false false true true false false false false X 26 26 false false false false true true false true true false false true true true true true true true true true true AK AZ CA CO CT DC FL GA HI ID IL IA KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VA WA WV WI X X X X DENISE WISE 2025886000 2600 VIRGINIA AVENUE NW SUITE 1100 WASHINGTON DC 20037 X Marita Rivero Trustee, Chair 2.0 0.0 X X 0 0 0 Fernando Lloveras San Miguel Trustee, Vice Chair 2.0 0.0 X X 0 0 0 Timothy P Whalen Trustee, Vice Chair 2.0 0.0 X X 0 0 0 Victor Ashe Trustee 2.0 0.0 X 0 0 0 Christy Brown Trustee 2.0 0.0 X 0 0 0 Linda Bruckheimer Trustee 2.0 0.0 X 0 0 0 Laura W Bush Trustee 2.0 0.0 X 0 0 0 Susan Chapman Hughes Trustee 2.0 0.0 X 0 0 0 Jay C Clemens Trustee 2.0 0.0 X 0 0 0 Lawrence H Curtis Trustee 2.0 0.0 X 0 0 0 Lester G Fant III trustee 2.0 0.0 X 0 0 0 Kevin Gover Trustee 2.0 0.0 X 0 0 0 Joe Grills Trustee 2.0 0.0 X 0 0 0 Sheffield Hale Trustee 2.0 0.0 X 0 0 0 Marilynn Wood Hill Trustee 2.0 0.0 X 0 0 0 Luis G Hoyos Trustee 2.0 0.0 X 0 0 0 F Joseph Moravec Trustee 2.0 0.0 X 0 0 0 Martha Nelson Trustee 2.0 0.0 X 0 0 0 Charles Royce Trustee 2.0 0.0 X 0 0 0 Lisa See Trustee 2.0 0.0 X 0 0 0 G Jackson Tankersley Jr Trustee 2.0 0.0 X 0 0 0 Phoebe Tudor Trustee 2.0 0.0 X 0 0 0 Edward Passarelli Statutory Ex-Officio Trustee 2.0 0.0 X 0 0 0 Earl A Powell Statutory Ex-Officio Trustee 2.0 0.0 X 0 0 0 SECRETARY OF INTERIOR Statutory Ex-Officio Trustee 2.0 0.0 X 0 0 0 K Vance Kelley AIA NonStatutory ExOfficio Trustee 2.0 0.0 X 0 0 0 Daniel G Carey NonStatutory ExOfficio Trustee 2.0 0.0 X 0 0 0 Stephanie Meeks President & CEO 39.0 1.0 X 499210 0 35165 Paul Edmondson Chief Legal Officer 39.0 1.0 X 257160 0 18689 Carla Washinko Chief Fin/Admin Officer 39.0 1.0 X 246119 0 24561 David Brown Chief Preservation Officer 40.0 0.0 X 321940 0 35357 Barbara Pahl Senior VP - Field Offices 40.0 0.0 X 200604 0 20999 Tom Cassidy VP - Gov't Relations/Policy 40.0 0.0 X 183852 0 36814 Kimberly Skelly VP - Philanthropy 40.0 0.0 X 181949 0 34813 Marianna Knight VP - Human Resources 40.0 0.0 X 178716 0 8918 John Hildreth Senior Advisor-Special Project 40.0 0.0 X 178473 0 23249 Robert Bull Term 32516 Former Chief Develop. Officer 40.0 0.0 X 156697 0 0 2404720 0 238565 46 true true false BDO USA LLP PO BOX 642743 PITTSBURGH PA 152642743 AUDIT & TAX SERVICES 250620 O'CONNOR CONSULTING SERVICES LLC 4770 HOWARD PLACE CHESAPEAKE BEACH MD 20732 CONSULTING 206995 ROLAND R HESS BUILDER 7746 BURKHOLDER ROAD WAYNESBORO PA 17268 GENERAL CONTRACTOR 131209 NATIONAL GEOGRAPHIC PO Box 417131 BOSTON MA 022417131 BROADBAND CHARGES 380921 4 39109 3563518 553720 489742 19654711 921814 24300800 DUES 900099 1080542 1080542 CONTRACT SERVICES/COMMISSIONS 900099 239921 239921 ADMISSION AND SPECIAL EVENTS 900099 2835350 2711824 123526 ADVERTISING 541800 581512 581512 REIMBURSEMENT OF EXPENSES 900099 223304 223304 4960629 3192847 -246097 3438944 0 1269441 130209 1139232 3293059 2755948 537111 0 537111 537111 15684498 6518262 9166236 9166236 9166236 148934 553720 359606 -210672 -210672 0 0 0 540939 292806 248133 42177 205956 SALE OF PROPERTY 900099 1376190 1376190 INSURANCE REPAYMENTS 900099 69697 69697 MISC INCOME 900099 48802 48802 1494689 44959214 4834879 795106 15028429 3550848 3550848 0 25000 25000 0 1438199 633439 451238 353522 0 17590252 12749063 2278458 2562731 771765 535318 118291 118156 1557745 1054409 260774 242562 1301842 881192 217935 202715 0 116051 20433 80439 15179 236764 5032 221000 10732 11378 11378 0 0 346843 346843 711306 618836 92470 0 3990276 2336382 1057221 596673 0 328442 262282 37853 28307 781409 559649 178382 43378 0 3553246 2339812 652264 561170 1342844 975314 102611 264919 0 0 142500 70721 71779 0 0 777139 444832 154659 177648 723647 637430 51895 34322 REAL ESTATE 4768905 4768700 205 PROPERTY DEVELOPMENT 237266 237266 PRINTING 1568850 888415 8501 671934 POSTAGE 1314955 533139 15377 766439 1204987 1070200 68090 66697 48392459 35209090 6119237 7064132 X 0 0 2721810 1610590 9280808 8231365 761244 1780520 0 0 0 0 0 0 481854 447868 910539 901491 15518576 4254335 9462171 11264241 53283164 57343554 213919785 229288528 161844 0 0 0 4870327 944185 295853546 311812342 5468239 5898356 0 0 12544681 11991627 0 0 0 0 0 0 0 0 6425959 3900040 22689496 24010182 47128375 45800205 X 95262887 98503045 68142885 81386939 85319399 86122153 248725171 266012137 295853546 311812342 -3433245 20720211 X false true X true true true X 27738980 26392308 24924529 26018553 24300800 129375170 0 0 27738980 26392308 24924529 26018553 24300800 129375170 21411010 107964160 5426389 6412395 7285099 7870870 4332079 31326832 0 197926 156350 1948166 701190 1494689 4498321 165200323 28237779 0.65353 0.66888 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 171856 157203 329059 48063400 48392459 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 409244 526203 482024 329059 1746530 250000 250000 250000 250000 1000000 1500000 5077 48953 54445 171856 280331 6 1 25000 287295 5000 6796499 162323 true true X X X X 124 953.11 103 4 1 24 true 3888.00 253674 true 250000 X X X X true false 245073534 1367899 31727169 1356301 9234158 5014989 262563154 270110391 1387561 -7987480 1563495 15691433 1182010 245073534 291685068 -63855 -4930949 1372952 13831414 1375507 270110391 261829310 803634 43987167 1221096 12221232 1492715 291685068 214323028 35418617 23822209 1049822 9418813 1265909 261829310 0.35000 0.33000 0.32000 false false 6817789 1404179 5413610 3269629 775747 2493882 5431158 2074409 3356749 11264241 INVESTMENT IN SUBSIDIARIES 9298718 C OTHER NON-PUBLIC INVESTMENTS 219989810 F 229288528 0 GIFT ANNUITIES 1391309 ENDOWMENT FOR CONGRESSIONAL CEMETERY 4908019 DEFERRED RENT 5330453 ENDOWMENT FOR MONTPELIER 10621923 ENDOWMENT FOR BELLE GROVE 251244 ENDOWMENT FOR CLIVEDEN 584132 CHARITABLE REMAINDER TRUSTS 416462 EMERSON SCHOOL DEPOSIT RESERVE 15533 NELLY'S NEEDLERS LIABILITY 36923 457B PLAN BALANCE 454184 24010182 X 66267919 20720211 647388 21367599 44900320 711306 -652412 58894 44959214 48980953 647388 652412 1299800 47681153 711306 711306 48392459 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 true Europe (Including Iceland and Greenland) Grantmaking 25000 Central America and the Caribbean Investments 58793248 58818248 58818248 Europe (Including Iceland and Greenland) preservation 25000 WIRE TRANS. 1 true false true true true false PART I, LINE 2: 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. 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. X X X X X X X true AVALON CONSULTING GROUP INC 805 15TH STREET NW SUITE 700 WASHINGTON DC 20005 TELEMARKET SERVICES false 209573 -209573 EIDOLON COMMUNICATIONS INC 15 MAIDEN LANE SUITE 1401 NEW YORK NY 10038 DIRECT MARKETING false 38750 -38750 THE ENGAGE GROUP LLC 7160 COLUMBIA GATEWAY DRIVE SUITE COLUMBIA MD 21046 FUNDRAISING SERVICES false 98520 -98520 346843 -346843 AK AZ CA CO CT DC FL GA HI ID IL IA KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VA WA WV WI GLASS HOUSE 579270 486080 93190 298620 WOODLAWN 51888 12448 39440 10817 3 69681 54237 15444 47266 700839 552765 148074 356703 356703 -208629 PART II, EVENT TYPE: (A) EVENT #1: GLASS HOUSE FUNDRAISING EVENTS (B) EVENT #2: WOODLAWN SPRING EVENT true ALASKA GEOGRAPHIC ASSOCIATION 241 NORTH C STREET ANCHORAGE AK 99501 920043154 501(c)(3) 39500 SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC PLACES SAVE HISTORIC 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HILL NC 28754 460880358 501(c)(3) 6000 Save Historic Places ARCHAEOLOGICAL CONSERVANCY 1717 GIRARD BLVD NE ALBUQUERQUE NM 87106 953403273 501(c)(3) 8773 Save Historic Places ASSN FOR PRESERV OF HIST CONGR CEMETETRY 1801 E STREET SE WASHINGTON DC 20003 521071828 501(c)(3) 207103 Save Historic Places ASTRODOME CONSERVANCY 2726 BISSONNET 240-417 HOUSTON TX 77005 813660137 501(c)(3) 12500 Save Historic Places ATOMIC HERITAGE FOUNDATION 910 17TH ST NW StE 408 WASHINGTON DC 20006 030380408 501(c)(3) 15000 Save Historic Places BELLE GROVE INC PO Box 537 MIDDLETOWN VA 22645 541047175 501(c)(3) 5784 Save Historic Places BENT COUNTY HISTORICAL SOCIETY PO BOX 68 560 BENT AVE LASANIMAS CO 81054 840576719 501(c)(3) 22145 Save Historic Places BRUCEMORE INC 2160 LINDEN DR SE CEDAR RAPIDS IA 52403 421170531 501(c)(3) 19146 Save Historic Places CARVER COUNTY HISTORICAL SOCIETY 555 WEST FIRST STREET WACONIA MN 55387 416040775 501(c)(3) 10000 Save Historic Places CITY OF LEADVILLE 800 HARRISON AVE LEADVILLE CO 80461 846000607 501(c)(3) 15000 Save Historic Places CITY OF SAVANNAH GEORGIA 2 EAST BAY STREET SAVANNAH GA 31401 586000660 501(c)(3) 30000 Save Historic Places CLIVEDEN INC 6401 GERMANTOWN Ave PHILADELPHIA PA 19144 232232675 501(c)(3) 73719 Save Historic Places COMMITTEE TO SAVE THE BIRD HOMESTEAD INC 600 MILTON ROAD PO Box 346 RYE NY 10580 263149555 501(c)(3) 7000 Save Historic Places CURTAINS WITHOUT BORDERS 429 SOUTH WILLARD ST BURLINGTON VT 05401 203272981 501(c)(3) 10000 Save Historic Places DORCHESTER COUNTY MARYLAND 501 COURT LANE RM 103 CAMBRIDGE MD 21613 526000933 501(c)(3) 25000 Save Historic Places Drayton Hall Preservation Trust 3380 Ashley River Road Charleston SC 29414 454938941 501(c)(3) 16000 Save Historic Places FILOLI CENTER INC 86 CANADA ROAD WOODSIDE CA 940620000 952996648 501(c)(3) 33064 Save Historic Places FIRST UNITARIAN SOCIETY OF DENVER 1400 LAFAYETTE DENVER CO 80218 840203283 501(c)(3) 10000 Save Historic Places FRIENDS OF CEDAR MESA PO BOX 338 BLUFF UT 84512 352426283 501(c)(3) 5100 Save Historic Places FRIENDS OF EAGLE ISLAND INC 242 WASHINGTON AVE APT 1 BROOKLYN NY 11205 274548675 501(c)(3) 10000 Save Historic Places FRIENDS OF GREAT SMOKY MOUNTAINS NTL PARK PO BOX 1660 KODAK TN 37764 865932499 501(c)(3) 125000 Save Historic Places FRIENDS OF THE ALLENTOWN PARKS 3000 PARKWAY BLVD ALLENTOWN PA 18104 262198402 501(c)(3) 13500 Save Historic Places FRIENDS OF THE OREGON CAVES AND CHATEAU PO BOX 2195 GRANTS PASS OR 97528 262620939 501(c)(3) 10000 Save Historic Places GRAND CANYON ASSOCIATION PO BOX 399 GRAND CANYON AZ 86023 860179548 501(c)(3) 125000 Save Historic Places HISTORIC CHARLESTON FOUNDATION PO BOX 1120 Charleston SC 294020000 576000599 501(c)(3) 13331 Save Historic Places INDEPENDENCE SEAPORT MUSEUM 211 S COLUMBUS BLVD PHILADELPHIA PA 19106 231584971 501(c)(3) 8515 Save Historic Places JANES UNITED METHODIST CHURCH 120 SOUTH CROSS ST CHESTERTOWN MD 21620 521313982 501(c)(3) 25000 Save Historic Places JOHNS HOPKINS UNIVERSITY 3910 KESWICK RD N-4327B BALTIMORE MD 21211 520595110 501(c)(3) 5306 Save Historic Places KENNARD ALUMNI ASSOCIATION INC 410 LITTLEKIDWELL AVE PO BOX 213 CENTREVILLE MD 21617 300137016 501(c)(3) 10000 Save Historic Places KEYSTONE KIDSPACE 58 EAST SPRINGETTSBURY YORK PA 17403 300829212 501(c)(3) 9500 Save Historic Places KNOX HERITAGE P O BOX 1242 KNOXVILLE TN 37901 510148798 501(c)(3) 8338 Save Historic Places LAKE HOPATCONG FOUNDATION 37 NOLANS PT PK RD LAKEHOPATCONG NJ 07849 454894683 501(c)(3) 10000 Save Historic Places LANDMARKS ILLINOIS 30 N MICHIGAN AVE Ste2020 CHICAGO IL 60602 362879987 501(c)(3) 8400 Save Historic Places LOUISVILLE PRESERVATION FUND INC 325 W MAIN ST STE 1110 LOUISVILLE KY 40202 462871014 501(c)(3) 34080 Save Historic Places LOWER EAST SIDE TENEMENT MUSEUM 91 ORCHARD STREET NEW YORK NY 10002 133475390 501(c)(3) 45000 Save Historic Places MADISON COUNTY EDUCATION FOUNDATION 5738 US HIGHWAY 25-70 MARSHALL NC 28753 581986660 501(c)(3) 10000 Save 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ROSENWALD SCHOOL FDN 6467 MAIN STREET GLOUCESTER VA 23061 461214062 501(c)(3) 10000 Save Historic Places The Aspen Institute ONE DUPONT CIRCLE NW STE 700 WASHINGTON DC 20036 840399006 501(c)(3) 6050 Save Historic Places University of Maryland STATE AGENCY RTE 1 COLLEGE PARK MD 20742 526002033 501(c)(3) 7500 Save Historic Places WASHINGTON ARCHITECTUAL FOUNDATION 421 7TH STREET NW WASHINGTON DC 20004 521592783 501(c)(3) 9000 Save Historic Places WASHINGTON'S NATIONAL PARK FUND 1904 THIRD AVE STE 400 SEATTLE WA 98101 010869799 501(c)(3) 91798 Save Historic Places WHITE HOUSE HISTORICAL ASSOCIATION P O BOX 27624 WASHINGTON DC 200387624 520749685 501(c)(3) 25000 Save Historic Places YELLOWSTONE PARK FOUNDATION 222 EAST MAIN ST STE 301 BOZEMAN MT 59715 830311166 501(c)(3) 125000 Save Historic Places YMCA OF HONOLULU 1441 PALI HIGHWAY HONOLULU HI 96813 990073533 501(c)(3) 10000 Save Historic Places YOSEMITE CONSERVANCY 101 MONTGOMERY ST STE 1700 SAN FRANCISCO CA 94104 943058041 501(c)(3) 48500 Save Historic Places ZION NATIONAL PARK FOUNDATION ZION NATIONAL PARK SPRINGDALE UT 84767 870256961 501(c)(3) 95500 Save Historic Places 65 PART I, LINE 2: Grant recipients are required to submit a final report at the end of the projecT, within one year of the date of the disbursement. Grantees must submit a budget and state how the funds were used at the end of the project. If a funding match is required, proof of the receipts is required. X true true X X X X false true false false false false false false false Stephanie Meeks President & CEO 475210 0 0 0 24000 0 13250 0 21915 0 534375 0 0 0 Paul Edmondson Chief Legal Officer 257160 0 0 0 0 0 13079 0 5610 0 275849 0 0 0 Carla Washinko Chief Fin/Admin Officer 246119 0 0 0 0 0 12655 0 11906 0 270680 0 0 0 David Brown Chief Preservation Officer 321940 0 0 0 0 0 13250 0 22107 0 357297 0 0 0 Barbara Pahl Senior VP - Field Offices 200604 0 0 0 0 0 10128 0 10871 0 221603 0 0 0 Tom Cassidy VP - Gov't Relations/Policy 183852 0 0 0 0 0 10028 0 26786 0 220666 0 0 0 Kimberly Skelly VP - Philanthropy 181949 0 0 0 0 0 9469 0 25344 0 216762 0 0 0 Marianna Knight VP - Human Resources 178716 0 0 0 0 0 8918 0 0 0 187634 0 0 0 John Hildreth Senior Advisor-Special Project 178473 0 0 0 0 0 9464 0 13785 0 201722 0 0 0 Robert Bull Term 32516 Former Chief Develop. Officer 156697 0 0 0 0 0 0 0 0 0 156697 0 0 0 PART I, LINE 1A: The Trust paid gross up payments of $11,000 to the CEO in lieu of contributions directly to a retirement plan. X 28 401814 Stock gifts X 1 520000 listing price 3 false true false Part I, column (b): The Trust reports the number of contributions in Part I, column (b). FORM 990, PART I, LINE 1: THE NATIONAL TRUST FOR HISTORIC PRESERVATION PROTECTS SIGNIFICANT PLACES REPRESENTING OUR DIVERSE CULTURAL 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. HERITAGE TRAVEL LLC 1155 15TH STREET NW SUITE 300 WASHINGTON DC 20005 261983358 TRAVEL DE 1242119 955289 NTCIC NT CDFI INC 2600 VIRGINIA AVE NW STE 1100 WASHINGTON DC 20037 412138426 COMM. 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