NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES (EIN 53-0210807)
Tax period: 2015-07-01 to 2016-06-30
Filed: 2017-05-15
IRS object ID: 201701359349308220
Schema version: 2015v3.0
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule G
Schedule I
Schedule J
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-05-15T14:02:59-05:00	ReturnTs
Tax Period End	2016-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	8401 GREENSBORO DRIVE 8TH FLOOR	AddressLine1Txt
City	MCLEAN	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22102	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	530210807	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NATIONAL TRUST FOR HISTORIC PRESERVATION	BusinessNameLine1Txt
Business Name Line2	IN THE UNITED STATES	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
In Care Of	% DENISE WISE	InCareOfNm
Business Name Control	NATI	BusinessNameControlTxt
Phone	2025886000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2600 virginia avenue nw SUITE 1100	AddressLine1Txt
City	Washington	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20037	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	STEPHANIE MEEKS	PersonNm
Person Title	PRESIDENT/CEO	PersonTitleTxt
Phone	2025886000	PhoneNum
Signature	2017-05-12	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Marc Berger	PreparerPersonNm
PTIN	P01871563	PTIN
Phone	7038930600	PhoneNum

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	STEPHANIE MEEKS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2600 virginia avenue nw 1100	AddressLine1Txt
City	Washington	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20037	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$63,388,872	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	SAVINGPLACES.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1949	FormationYr
Legal Domicile State	DC	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O.	ActivityOrMissionDesc
Voting Members Governing Body	27	VotingMembersGoverningBodyCnt
Voting Members Independent	27	VotingMembersIndependentCnt
Total Employee	471	TotalEmployeeCnt
Total Volunteers	1591	TotalVolunteersCnt
Total Gross UBI	$90,008	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$1,056,750	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$24,924,529	PYContributionsGrantsAmt
CY Contributions Grants	$26,018,553	CYContributionsGrantsAmt
PY Program Service Revenue	$4,438,682	PYProgramServiceRevenueAmt
CY Program Service Revenue	$6,106,386	CYProgramServiceRevenueAmt
PY Investment Income	$14,862,645	PYInvestmentIncomeAmt
CY Investment Income	$16,621,769	CYInvestmentIncomeAmt
PY Other Revenue	$3,576,801	PYOtherRevenueAmt
CY Other Revenue	$3,084,462	CYOtherRevenueAmt
PY Total Revenue	$47,802,657	PYTotalRevenueAmt
CY Total Revenue	$51,831,170	CYTotalRevenueAmt
PY Grants And Similar Paid	$4,275,792	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$3,976,148	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$23,959,303	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$23,492,304	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$251,096	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$278,466	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$7,809,686	CYTotalFundraisingExpenseAmt
PY Other Expenses	$24,837,982	PYOtherExpensesAmt
CY Other Expenses	$25,179,989	CYOtherExpensesAmt
PY Total Expenses	$53,324,173	PYTotalExpensesAmt
CY Total Expenses	$52,926,907	CYTotalExpensesAmt
PY Revenues Less Expenses	-$5,521,516	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,095,737	CYRevenuesLessExpensesAmt
Total Assets BOY	$307,425,707	TotalAssetsBOYAmt
Total Assets EOY	$295,853,546	TotalAssetsEOYAmt
Total Liabilities BOY	$36,361,547	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$47,128,375	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$271,064,160	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$248,725,171	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE 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 Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$17,300,786	ExpenseAmt
Grant	$1,088,508	GrantAmt
Revenue	$3,661,180	RevenueAmt
Desc	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 2016, the National Trust owned and managed 10 of these sites; owned 11 sites (one through a long-term lease) that are managed by independent local organizations; and provided limited support to six other sites that are owned and managed by other entities. These historic sites are open to the public and welcomed nearly one million visitors in 2016. 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.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$10,145,489	ExpenseAmt
Grant	$2,230,173	GrantAmt
Revenue	$1,636,529	RevenueAmt
Desc	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 ten field offices including Boston; 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.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$8,025,280	ExpenseAmt
Grant	$657,467	GrantAmt
Revenue	$341,755	RevenueAmt
Desc	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 107 tours to important destinations in the US and internationally.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmt	RevenueRevenueAmt	DescDesc
$1,848,222	$1,236,336	Membership Outreach
$1,592,303		Publications

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$3,440,525	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$1,236,336	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$38,912,080	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	Yes (true)	DonorAdvisedFundInd
Conservation Easements	Yes (true)	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	368	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	471	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	27	GoverningBodyVotingMembersCnt
Independent Voting Member	27	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AZ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	LA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ND	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	RI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd
Other	Yes (X)	OtherInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	DENISE WISE	PersonNm
Phone	2025886000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2600 VIRGINIA AVENUE NW SUITE 1100	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20037	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Laura W Bush
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Susan Chapman-Hughes
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Lawrence H Curtis
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Kevin D Daniels
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Lester G Fant III
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Kevin Gover
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Joe Grills
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
F Sheffield Hale
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Marilynn Wood Hill
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Luis G Hoyos
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Fernando Lloveras-San Miguel
Vice Chairman Board of Trustee	2.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
F Joseph Moravec
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Martha Nelson
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Marita Rivero
Chairman Board of Trustees	2.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
Charles Morgan Royce
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Lisa See
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
G Jackson Tankersley Jr
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Phoebe Tudor
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Timothy P Whalen
Vice Chairman Board of Trustee	2.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
Kenneth R Woodcock
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
K Vance Kelley AIA
Non-Statutory Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Daniel G Carey
Non-Statutory Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Edward Passarelli
Statutory Ex-Officio Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Earl A Powell
Ex-Officio Trustee, Director	2.0	0.0	Yes (X)	$0	$0	$0
Stephanie Toothman
Statutory Ex-Officio Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Victor Ashe
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Jay Clemens
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Leslie Greene Bowman
trustee	2.0	0.0	Yes (X)	$0	$0	$0
Marcia Mayo
trustee	2.0	0.0	Yes (X)	$0	$0	$0
Vince Michael
trustee	2.0	0.0	Yes (X)	$0	$0	$0
Mary Thompson
trustee	2.0	0.0	Yes (X)	$0	$0	$0
Gloria Estefan
trustee	2.0	0.0	Yes (X)	$0	$0	$0
Mark McDonald
trustee	2.0	0.0	Yes (X)	$0	$0	$0
Stephanie Meeks
President & CEO	39.0	1.0		$500,611	$0	$32,283	Yes (X)
Paul Edmondson
Chief Legal Officer	39.0	1.0		$254,072	$0	$18,419	Yes (X)
Michael Forester until 0315
Chief Fin/Admin Officer	39.0	1.0		$52,824	$0	$7,995	Yes (X)
Carla Washinko from 0515
Chief Fin/Admin Officer	39.0	1.0		$154,711	$0	$19,959	Yes (X)
David Brown
Chief Preservation Officer	40.0	0.0		$321,466	$0	$35,357		Yes (X)
Amy Maniatis
Chief Marketing Officer	40.0	0.0		$249,031	$0	$14,022		Yes (X)
Robert Bull
Chief Development Officer	40.0	0.0		$280,946	$0	$12,888		Yes (X)
Tom Cassidy
VP - Gov't Relations/Policy	40.0	0.0		$179,603	$0	$36,529			Yes (X)
Kim Tran
Senior Director of Finance	40.0	0.0		$173,909	$0	$12,468			Yes (X)
Marianna Knight
VP - Human Resources	40.0	0.0		$172,767	$0	$8,622			Yes (X)
Barbara Pahl
Senior VP - Field Offices	40.0	0.0		$171,653	$0	$22,651			Yes (X)
Sam Kilpatrick
Controller	40.0	0.0		$170,180	$0	$26,200			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,681,773	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$247,393	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	49	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
VIGET LABS LLC
105 WEST BROAD STREET 4TH FLOOR	FALLS CHURCH	VA	22046	CONSULTING	$647,401
BDO USA LLP
8401 Greensboro drive suite 800	MCLEAN	VA	22102	AUDIT & TAX SERVICES	$253,575
BARKER SCOTT CONSULTING
1901 QUINCY STREET NW	WASHINGTON	DC	20011	CONSULTING	$209,928
TERRY LEE RICHEY
1006 CHAVEZ ROAD NW	LOS RANCHOS	NM	87107	CONSULTING	$121,394

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	4	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$36,675	FederatedCampaignsAmt
Membership Dues	$3,433,130	MembershipDuesAmt
Fundraising	$659,773	FundraisingAmt
Government Grants	$615,593	GovernmentGrantsAmt
All Other Contributions	$21,273,382	AllOtherContributionsAmt
Noncash Contributions	$638,075	NoncashContributionsAmt
Total Contributions	$26,018,553	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
DUES	900099	$1,597,009	$1,597,009
CONTRACT SERVICES/COMMISSIONS	900099	$251,458	$251,458
ADMISSION AND SPECIAL EVENTS	900099	$2,970,758	$2,837,892	$132,866
ADVERTISING	541800	$583,445		$583,445
REIMBURSEMENT OF EXPENSES	900099	$703,716	$703,716

Field	Value	IRS element (for citing)
Total Program Service Revenue	$6,106,386	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,447,549	TotalRevenueColumnAmt
Unrelated Business Revenue	-$919,314	UnrelatedBusinessRevenueAmt
Exclusion	$6,366,863	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,663,544	TotalRevenueColumnAmt
Unrelated Business Revenue	$159,537	UnrelatedBusinessRevenueAmt
Exclusion	$1,504,007	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$3,332,830	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$2,770,062	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$562,768	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$562,768	TotalRevenueColumnAmt
Related Or Exempt Func Income	$562,768	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$19,227,531	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$8,053,311	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$11,174,220	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,174,220	TotalRevenueColumnAmt
Exclusion	$11,174,220	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$228,410	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$659,773	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$411,571	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$183,161	TotalRevenueColumnAmt
Exclusion	-$183,161	ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$662,879	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$322,758	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$340,121	TotalRevenueColumnAmt
Related Or Exempt Func Income	$206,647	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$133,474	UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
INSURANCE REPAYMENTS	900099	$82,248	$82,248
SALE OF PROPERTY AND MISC INCOME	900099	$2,561	$2,561
SALE OF COOPER MOLERA PARKING LOT	900099	$616,381	$616,381

Field	Value	IRS element (for citing)
Other Revenue Total	$701,190	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$51,831,170	TotalRevenueColumnAmt
Related Or Exempt Func Income	$6,159,490	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$90,008	UnrelatedBusinessRevenueAmt
Exclusion	$19,563,119	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$3,951,148	TotalAmt
Program Services	$3,951,148	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$25,000	TotalAmt
Program Services	$25,000	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$938,218	TotalAmt
Program Services	$330,384	ProgramServicesAmt
Management And General	$383,732	ManagementAndGeneralAmt
Fundraising	$224,102	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$18,658,296	TotalAmt
Program Services	$13,070,995	ProgramServicesAmt
Management And General	$2,163,871	ManagementAndGeneralAmt
Fundraising	$3,423,430	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$720,430	TotalAmt
Program Services	$466,309	ProgramServicesAmt
Management And General	$143,319	ManagementAndGeneralAmt
Fundraising	$110,802	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,590,364	TotalAmt
Program Services	$1,029,387	ProgramServicesAmt
Management And General	$316,379	ManagementAndGeneralAmt
Fundraising	$244,598	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,584,996	TotalAmt
Program Services	$1,025,913	ProgramServicesAmt
Management And General	$315,311	ManagementAndGeneralAmt
Fundraising	$243,772	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$91,604	TotalAmt
Program Services	$54,706	ProgramServicesAmt
Management And General	$19,952	ManagementAndGeneralAmt
Fundraising	$16,946	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$251,254	TotalAmt
Program Services	$12,580	ProgramServicesAmt
Management And General	$233,524	ManagementAndGeneralAmt
Fundraising	$5,150	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$278,466	TotalAmt
Fundraising	$278,466	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$945,326	TotalAmt
Program Services	$824,887	ProgramServicesAmt
Management And General	$120,439	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$4,989,110	TotalAmt
Program Services	$3,264,310	ProgramServicesAmt
Management And General	$835,880	ManagementAndGeneralAmt
Fundraising	$888,920	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$153,844	TotalAmt
Program Services	$113,143	ProgramServicesAmt
Management And General	$24,358	ManagementAndGeneralAmt
Fundraising	$16,343	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$744,966	TotalAmt
Program Services	$471,757	ProgramServicesAmt
Management And General	$230,030	ManagementAndGeneralAmt
Fundraising	$43,179	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$3,375,938	TotalAmt
Program Services	$2,039,924	ProgramServicesAmt
Management And General	$761,134	ManagementAndGeneralAmt
Fundraising	$574,880	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,331,468	TotalAmt
Program Services	$969,138	ProgramServicesAmt
Management And General	$100,316	ManagementAndGeneralAmt
Fundraising	$262,014	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$248,358	TotalAmt
Program Services	$71,977	ProgramServicesAmt
Management And General	$176,381	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$597,233	TotalAmt
Program Services	$309,963	ProgramServicesAmt
Management And General	$184,095	ManagementAndGeneralAmt
Fundraising	$103,175	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$708,170	TotalAmt
Program Services	$626,088	ProgramServicesAmt
Management And General	$54,120	ManagementAndGeneralAmt
Fundraising	$27,962	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	FundraisingFundraisingAmt	Management And GeneralManagementAndGeneralAmt
REAL ESTATE	$4,485,020	$4,484,843	$177
PROPERTY DEVELOPMENT	$2,727,718	$2,727,669	$16	$33
PRINTING	$1,920,307	$1,385,519	$523,051	$11,737
POSTAGE	$1,251,872	$516,510	$722,623	$12,739

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,357,801	TotalAmt
Program Services	$1,139,930	ProgramServicesAmt
Management And General	$117,791	ManagementAndGeneralAmt
Fundraising	$100,080	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$52,926,907	TotalAmt
Program Services	$38,912,080	ProgramServicesAmt
Management And General	$6,205,141	ManagementAndGeneralAmt
Fundraising	$7,809,686	FundraisingAmt

Field	Value	IRS element (for citing)
Joint Costs	Yes (X)	JointCostsInd

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$2,117,720	BOYAmt
EOY	$2,721,810	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$11,704,585	BOYAmt
EOY	$9,280,808	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,465,369	BOYAmt
EOY	$761,244	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$618,576	BOYAmt
EOY	$481,854	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$740,475	BOYAmt
EOY	$910,539	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$12,982,310	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$3,520,139	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$8,666,911	BOYAmt
EOY	$9,462,171	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$84,628,218	BOYAmt
EOY	$53,283,164	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$194,246,944	BOYAmt
EOY	$213,919,785	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$305,642	BOYAmt
EOY	$161,844	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$2,931,267	BOYAmt
EOY	$4,870,327	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$307,425,707	BOYAmt
EOY	$295,853,546	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$5,590,950	BOYAmt
EOY	$5,468,239	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,631,641	BOYAmt
EOY	$12,544,681	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$6,450,616	BOYAmt
EOY	$6,425,959	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$22,688,340	BOYAmt
EOY	$22,689,496	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$36,361,547	BOYAmt
EOY	$47,128,375	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$103,932,976	BOYAmt
EOY	$95,262,887	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$80,284,338	BOYAmt
EOY	$68,142,885	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$86,846,846	BOYAmt
EOY	$85,319,399	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$271,064,160	BOYAmt
EOY	$248,725,171	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$307,425,707	BOYAmt
EOY	$295,853,546	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$1,095,737	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$20,312,752	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$930,500	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$10,206,904	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$27,738,980	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$26,392,308	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$24,924,529	CurrentTaxYearMinus1YearAmt
Current Tax Year	$26,018,553	CurrentTaxYearAmt
Total	$115,281,274	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$10,206,904	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$27,738,980	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$26,392,308	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$24,924,529	CurrentTaxYearMinus1YearAmt
Current Tax Year	$26,018,553	CurrentTaxYearAmt
Total	$115,281,274	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$17,110,558	SubstantialContributorsTotAmt
Public Support Total170	$98,170,716	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,454,847	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,426,389	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,412,395	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,285,099	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,870,870	CurrentTaxYearAmt
Total	$28,449,600	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$33,925	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$197,926	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$156,350	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,948,166	CurrentTaxYearMinus1YearAmt
Current Tax Year	$701,190	CurrentTaxYearAmt
Total	$3,037,557	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$146,768,431	TotalSupportAmt
Gross Receipts Rltd Activities	$30,998,579	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.66888	PublicSupportCY170Pct
Public Support PY170	0.71080	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$54,445	FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$427,579	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$482,024	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$54,198,400	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$54,680,424	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Field	Value	IRS element (for citing)
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$319,761	CurrentYearMinus3Amt
Current Year Minus2	$409,244	CurrentYearMinus2Amt
Current Year Minus1	$526,203	CurrentYearMinus1Amt
Current Year	$482,024	CurrentYearAmt
Total	$1,737,232	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,318	CurrentYearMinus3Amt
Current Year Minus2	$5,077	CurrentYearMinus2Amt
Current Year Minus1	$48,953	CurrentYearMinus1Amt
Current Year	$54,445	CurrentYearAmt
Total	$109,793	TotalAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	7	DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held	1	FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri	$25,000	DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri	$0	FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants	$1,253,752	DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants	$5,000	FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY	$6,335,035	DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY	$151,132	FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (true)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (true)	DisclosedForCharitablePrpsInd
Protection Natural Habitat	Yes (X)	ProtectionNaturalHabitatInd
Preservation Open Space	Yes (X)	PreservationOpenSpaceInd
Historic Land Area	Yes (X)	HistoricLandAreaInd
Historic Structure	Yes (X)	HistoricStructureInd
Total Easements	115	TotalEasementsCnt
Total Acreage	817.37	TotalAcreageCnt
Historic Structure Easements	97	HistoricStructureEasementsCnt
Historic Strctr Easements Aftr	1	HistoricStrctrEasementsAftrCnt
States Easements Held	24	StatesEasementsHeldCnt
Written Policy Monitoring	Yes (true)	WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement	3693.00	StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement	$266,431	ExpensesIncurredEnforcementAmt
Section170h Rqr Stsfd	Yes (true)	Section170hRqrStsfdInd
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp

Held Works Art HeldWorksArtGrp

Field	Value	IRS element (for citing)
Revenues Included	$275,000	RevenuesIncludedAmt
Assets Included	$4,244,800	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	Yes (true)	SolicitedAssetsSaleInd
Agent Trustee Etc	false	AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$214,323,028	BeginningYearBalanceAmt
Contributions	$35,418,617	ContributionsAmt
Investment Earnings Or Losses	$23,822,209	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,049,822	GrantsOrScholarshipsAmt
Other Expenditures	$9,418,813	OtherExpendituresAmt
Administrative Expenses	$1,265,909	AdministrativeExpensesAmt
End Year Balance	$261,829,310	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$207,739,528	BeginningYearBalanceAmt
Contributions	$42,735	ContributionsAmt
Investment Earnings Or Losses	$12,411,881	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$464,012	GrantsOrScholarshipsAmt
Other Expenditures	$4,822,285	OtherExpendituresAmt
Administrative Expenses	$584,819	AdministrativeExpensesAmt
End Year Balance	$214,323,028	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.35000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.35000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.30000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd
Land		LandGrp

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,240,418	OtherCostOrOtherBasisAmt
Depreciation	$1,340,949	DepreciationAmt
Book Value	$3,899,469	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,269,629	OtherCostOrOtherBasisAmt
Depreciation	$554,396	DepreciationAmt
Book Value	$2,715,233	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,472,263	OtherCostOrOtherBasisAmt
Depreciation	$1,624,794	DepreciationAmt
Book Value	$2,847,469	BookValueAmt

Field	Value	IRS element (for citing)
Other Land Buildings		OtherLandBuildingsGrp
Total Book Value Land Buildings	$9,462,171	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
INVESTMENT IN SUBSIDIARIES	$7,417,440	C
OTHER NON-PUBLIC INVESTMENTS	$206,502,345	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$213,919,785	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)

DescDesc	AmtAmt
GIFT ANNUITIES	$1,424,888
ENDOWMENT FOR CONGRESSIONAL CEMETRY	$4,408,206
ENDOWMENT FOR MONTPELIER	$9,682,067
ENDOWMENT FOR BELLE GROVE	$232,277
ENDOWMENT FOR CLIVEDEN	$543,852
CHARITABLE REMAINDER TRUSTS	$415,534
EMERSON SCHOOL DEPOSIT RESERVE	$9,816
DEFERRED RENT	$5,458,214
457B PLAN BALANCE	$385,527
MYERS ESCROW LIABILITY	$129,115

Field	Value	IRS element (for citing)
Total Liability	$22,689,496	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$32,488,799	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$20,312,752	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$1,181,381	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	-$19,131,371	RevenueNotReportedAmt
Revenue Subtotal	$51,620,170	RevenueSubtotalAmt
Investment Expenses Not Incld	$945,329	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$734,329	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$211,000	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$51,831,170	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$53,897,288	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$1,181,381	DonatedServicesUseFcltsAmt
Other Expenses Included	$734,329	OtherExpensesIncludedAmt
Expenses Not Reported	$1,915,710	ExpensesNotReportedAmt
Expenses Subtotal	$51,981,578	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$945,329	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$945,329	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$52,926,907	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, 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.
SCHEDULE D, 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.
SCHEDULE D, 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.
SCHEDULE D, 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.
SCHEDULE D, 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.
SCHEDULE D, 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.
SCHEDULE D, 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 de-recognized 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, 2013 forward.
SCHEDULE D, PART XI, LINE 4B:	COGS - $322,758 SPECIAL EVENT EXPENSE - $411,571 TOTAL - $734,329
SCHEDULE D, PART XII, LINE 2D:	COGS $322,758 SPECIAL EVENT EXPENSE $411,571 TOTAL $734,329

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)	0	0	Grantmaking	$25,000
Central America and the Caribbean	0	0	Investments	$61,337,653

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$61,362,653	SubtotalSpentAmt
Total Spent	$61,362,653	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

Field	Value	IRS element (for citing)
Region	Europe (Including Iceland and Greenland)	RegionTxt
Purpose Of Grant	preservation	PurposeOfGrantTxt
Cash Grant	$25,000	CashGrantAmt
Manner Of Cash Disbursement	wire Trans.	MannerOfCashDisbursementTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE F, PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	The International Organization of National Trusts (INTO) is an association of National Trusts from throughout the world. As one of the oldest and largest National Trusts, NTHP plays a leadership role in the oversight and management of INTO. 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

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Field	Value	IRS element (for citing)
Person	AVALON CONSULTING GROUP	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2030 M STREET NW SUITE 700	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20036	ZIPCd

Field	Value	IRS element (for citing)
Activity	TELEMARKET SERVICES	ActivityTxt
Fundraiser Control Of Funds	false	FundraiserControlOfFundsInd
Retained By Contractor	$278,466	RetainedByContractorAmt
Net To Organization	-$278,466	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Retained By Contractors	$278,466	TotalRetainedByContractorsAmt
Total Net To Organization	-$278,466	TotalNetToOrganizationAmt
Licensed States	AK	LicensedStatesCd
Licensed States	AZ	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	IN	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	WI	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GLASS HOUSE	Event1Nm
Gross Receipts Event1	$500,176	GrossReceiptsEvent1Amt
Charitable Contri Event1	$395,896	CharitableContriEvent1Amt
Gross Revenue Event1	$104,280	GrossRevenueEvent1Amt
Other Direct Expenses Event1	$176,326	OtherDirectExpensesEvent1Amt
Event2	VILLA FINALE	Event2Nm
Gross Receipts Event2	$224,993	GrossReceiptsEvent2Amt
Charitable Contri Event2	$156,743	CharitableContriEvent2Amt
Gross Revenue Event2	$68,250	GrossRevenueEvent2Amt
Other Direct Expenses Event2	$110,009	OtherDirectExpensesEvent2Amt
Other Events Total	6	OtherEventsTotalCnt
Gross Receipts Other Events	$163,014	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$107,134	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$55,880	GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events	$125,236	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$888,183	GrossReceiptsTotalAmt
Charitable Contributions Tot	$659,773	CharitableContributionsTotAmt
Gross Revenue Total Events	$228,410	GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events	$411,571	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$411,571	DirectExpenseSummaryEventsAmt
Net Income Summary	-$183,161	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (84 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
President Lincolns Cottage at the Soldiers Home
3700 North Capitol Street NW 558	Washington	DC	20011	471453864	501(c)(3)	$887,559	Save Historic Places
CITY OF PATERSON
155 MARKET STREET	PATERSON	NJ	07505	226002200	501(c)(3)	$302,500	Save Historic Places
NATIONAL PARKS OF NEW YORK HARBOR CONSERVANCY
26 WALL STREET	NEW YORK	NY	10005	202935972	501(c)(3)	$300,000	Save Historic Places
Association for Preservation of Congressional Ceme
1801 E Street SE	Washington	DC	20003	521071828	501(c)(3)	$199,677	Save Historic Places
NATIONAL MAIN STREET CENTER INC
53 W Jackson Blvd Suite 350	CHICAGO	IL	60604	461405965	501(c)(3)	$182,178	Save Historic Places
NATIONAL PARK SERVICES
PO BOX 100000	HERNDON	VA	20171	140001849	501(c)(3)	$150,000	Save Historic Places
GREENING YOUTH FOUNDATION INC
100 EDGEWOOD AVENUE NE SUITE 875	ATLANTA	GA	30303	261211569	501(c)(3)	$150,000	Save Historic Places
Illinois Historic Preservation Agency
1 Old State Capitol Plaza	Springfield	IL	62701	371343882	501(c)(3)	$145,000	Save Historic Places
MONTPELIER FOUNDATION
PO BOX 67 13384 LAUNDRY ROAD	MONTPELIER STATION	VA	22957	311620682	501(c)(3)	$114,979	Save Historic Places
CLIVEDEN INC
6401 GERMANTOWN AVENUE	PHILADELPHIA	PA	19144	232232675	501(c)(3)	$47,596	Save Historic Places
MICHIGAN HISTORIC PRESERVATION NETWORK
313 E Grand River Ave	LANSING	MI	48906	382878515	501(c)(3)	$47,050	Save Historic Places
BRUCEMORE INC
2160 LINDEN DR SE	CEDAR RAPIDS	IA	52403	421170531	501(c)(3)	$45,000	Save Historic Places
AUDUBON CALIFORNIA
220 MONTGOMERY STREET SUITE 1000	SAN FRANCISCO	CA	94104	131624102	501(c)(3)	$35,000	Save Historic Places
SWEET AUBURN WORKS INC
522 AUBURN AVENUE NE	ATLANTA	GA	30312	461784089	501(c)(3)	$30,000	Save Historic Places
JEFFERSON EAST INC
14628 E JEFFERSON	DETROIT	MI	48215	383231066	501(c)(3)	$25,000	Save Historic Places
NANTICOKE HISTORIC PRESERVATION ALLIANCE INC
105 MILFORD STREET	SALISBURY	MD	21804	204270614	501(c)(3)	$25,000	Save Historic Places
University of Maryland
STATE AGENCY ROUTE 1	COLLEGE PARK	MD	20742	526002033	501(c)(3)	$22,500	Save Historic Places
DC PRESERVATION LEAGUE
111 W STREET NW	Washington	DC	20001	521038849	501(c)(3)	$22,500	Save Historic Places
HISTORIC CAMBRIDGE INC
120 HIGH STREET	CAMBRIDGE	MD	21613	521430327	501(c)(3)	$20,000	Save Historic Places
DIOCESE OF EASTON
314 NORTH STREET	EASTON	MD	21601	526015614	501(c)(3)	$15,500	Save Historic Places
TOWN OF ROCKVILLE
PO BOX 630206 43 E MAIN STREET	ROCKVILLE	UT	84763	870456937	501(c)(3)	$15,000	Save Historic Places
FRIENDS OF TEACKLE MANSION INC
PO BOX 152	PRINCESS ANNE	MD	21853	521956588	501(c)(3)	$15,000	Save Historic Places
OHIO HISTORICAL SOCIETY
800 E 17TH AVENUE	COLUMBUS	OH	43211	314389673	501(c)(3)	$15,000	Save Historic Places
CALIFORNIA MISSIONS FOUNDATION
PO BOX 23035	SANTA BARBARA	CA	93121	943240152	501(c)(3)	$14,621	Save Historic Places
UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION
DEPTOF CIVIL ENVIRONMENTAL ENGIN	LOUISVILLE	KY	40292	611029626	501(c)(3)	$14,400	Save Historic Places
CITY OF SOUTH PASADENA
1414 MISSION STREET	SOUTH PASADENA	CA	91030	956000798	501(c)(3)	$12,500	Save Historic Places
LOGAN COUNTY LANDMARK PRESERVATION
127 E COLUMBUS AVE	BELLEFONTAINE	OH	43311	311675146	501(c)(3)	$11,800	Save Historic Places
HISTORIC KANSAS CITY FOUNDATION
234 WEST 10TH STREET	KANSAS CITY	MO	64105	237368504	501(c)(3)	$11,000	Save Historic Places
COMMONWEALTH OF KY DEPT FOR FACILITIES SUPPORT SVC
700 CAPITOL AVENUE	FRANKFORT	KY	40601	610600439	501(c)(3)	$10,028	Save Historic Places
SOUTH FLORIDA NATIONAL PARKS TRUST INC
1390 SOUTH DIXIE HIGHWAY SUTE 2203	CORAL GABLES	FL	33146	134341209	501(c)(3)	$10,000	Save Historic Places
MONTEREY STATE HISTORIC PARK ASSOCIATION
20 CUSTOM HOUSE PLAZA	MONTEREY	CA	93940	510139529	501(c)(3)	$10,000	Save Historic Places
FORT TICONDEROGA ASSOCIATION
PO BOX 390 30 FORT TI ROAD	TICONDEROGA	NY	12883	141440924	501(c)(3)	$10,000	Save Historic Places
POSTON COMMUNITY ALLIANCE
956 HAWTHORNE DRIVE	LAFAYETTE	CA	94549	113780356	501(c)(3)	$10,000	Save Historic Places
FRANKLIN CENTER INC
1403 METROPOLITAN AVE	KANSAS CITY	KS	66103	480917246	501(c)(3)	$10,000	Save Historic Places
WASHINGTON'S NATIONAL PARK FUND
1904 THIRD AVENUE SUITE 400	SEATTLE	WA	98101	010869799	501(c)(3)	$10,000	Save Historic Places
FRIENDS OF GOVERNORS ISLAND
55 EXCHANGE PLACE SUITE 405	NEW YORK	NY	10005	454317911	501(c)(3)	$10,000	Save Historic Places
MOUNT RUSHMORE NATIONAL MEMORIAL SOCIETY
PO BOX 1524	RAPID CITY	SD	57709	460258947	501(c)(3)	$10,000	Save Historic Places
FRIENDS OF GREAT SMOKY MOUNTAINS NATIONAL PARK
PO BOX 1660	KODAK	TN	37764	865932499	501(c)(3)	$10,000	Save Historic Places
PARK CITY HISTORICAL SOCIETY & MUSEUM
PO BOX 555	PARK CITY	UT	84060	942792051	501(c)(3)	$10,000	Save Historic Places
FRIENDS OF MINUTE MAN NATIONAL PARK
174 LIBERTY STREET	CONCORD	MA	01742	223090536	501(c)(3)	$10,000	Save Historic Places
BUREAU OF LAND MANAGEMENT-UTAH STATE OFFICE
440 WEST 200 SOUTH SUITE 500	SALT LAKE CITY	UT	84145	840437540	501(c)(3)	$10,000	Save Historic Places
FULTON ECONOMIC DEVELOPMENT CORPORATION
822 MAIN STREET	ROCHESTER	IN	46975	351789121	501(c)(3)	$10,000	Save Historic Places
UNION STATION REDEVELOPMENT CORPORATION
10 G STREET NE SUITE 504	Washington	DC	20002	521318977	501(c)(3)	$10,000	Save Historic Places
GETTYSBURG FOUNDATION
1195 BALTIMORE PIKE	GETTYSBURG	PA	17325	232969074	501(c)(3)	$10,000	Save Historic Places
YELLOWSTONE PARK FOUNDATION
222 EAST MAIN STREET SUITE 301	BOZEMAN	MT	59715	830311166	501(c)(3)	$10,000	Save Historic Places
GOLDEN GATE NATIONAL PARKS CONSERVANCY
BUILDING 201 FORT MASON	SAN FRANCISCO	CA	94123	942781708	501(c)(3)	$10,000	Save Historic Places
BOTETOURT COUNTY HISTORICAL SOCIETY
PO BOX 468	FINCASTLE	VA	24090	540806136	501(c)(3)	$10,000	Save Historic Places
GRAND CANYON ASSOCIATION
PO BOX 399	GRAND CANYON	AZ	86023	860179548	501(c)(3)	$10,000	Save Historic Places
BROADWAY CENTER FOR THE PERFORMING ARTS
901 BROADWAY SUITE 700	TACOMA	WA	98402	911106878	501(c)(3)	$10,000	Save Historic Places
NEW BERN FIREMEN'S MUSEUM
408 HANCOCK ST	NEW BERN	NC	28560	753117297	501(c)(3)	$10,000	Save Historic Places
PACIFIC HISTORIC PARKS
94-1187 KA UKA BLVD	WAIPAHU	HI	96797	990194501	501(c)(3)	$10,000	Save Historic Places
PARA LA NATURALEZA INC
PO BOX 9023978	SAN JUAN	PR	00902	660801404	501(c)(3)	$10,000	Save Historic Places
HISTORIC PULLMAN FOUNDATION INC
614 EAST 113TH STREET	CHICAGO	IL	60628	237281625	501(c)(3)	$10,000	Save Historic Places
PIGTOWN MAIN STREET INC
763 WASHINGTON BLVD	BALTIMORE	MD	21230	263465036	501(c)(3)	$10,000	Save Historic Places
HISTORICORPS
1420 OGDEN STREET SUITE 103	DENVER	CO	80218	800844382	501(c)(3)	$10,000	Save Historic Places
PRESERVATION TRUST OF VERMONT INC
104 CHURCH STREET Suite 21	BURLINGTON	VT	05477	030281195	501(c)(3)	$10,000	Save Historic Places
HOUSE OF THE SEVEN GABLES SETTLEMENT ASSOCIATION
115 DERBY STREET	SALEM	MA	01970	042104324	501(c)(3)	$10,000	Save Historic Places
ROCKY MOUNTAIN CONSERVANCY
PO BOX 3100	ESTES PARK	CO	80517	840472090	501(c)(3)	$10,000	Save Historic Places
INSTITUTE LIBRARY
847 CHAPEL STREET	NEW HAVEN	CT	06510	060646756	501(c)(3)	$10,000	Save Historic Places
ST BARNABAS EPISCOPAL CHURCH
1280 VINE STREET	DENVER	CO	80206	840408934	501(c)(3)	$10,000	Save Historic Places
ALASKA GEOGRAPHIC ASSOCIATION
241 NORTH C STREET	ANCHORAGE	AK	99501	920043154	501(c)(3)	$10,000	Save Historic Places
CITYARCHRIVER 2015 FOUNDATION
ONE SOUTH MEMORIAL DRIVE SUITE 700	STLOUIS	MO	63102	272128072	501(c)(3)	$10,000	Save Historic Places
ZION NATIONAL PARK FOUNDATION
ZION NATIONAL PARK	SPRINGDALE	UT	84767	870256961	501(c)(3)	$10,000	Save Historic Places
WESLEY UNITED METHODIST CHURCH
1725 GERVAIS STREET	COLUMBIA	SC	29202	570674698	501(c)(3)	$10,000	Save Historic Places
CAPACITY INC
84 WALTON STREET NW SUITE 500	ATLANTA	GA	30303	237207598	501(c)(3)	$10,000	Save Historic Places
YOSEMITE CONSERVANCY
101 MONTGOMERY STREET SUITE 1700	SAN FRANCISCO	CA	94104	943058041	501(c)(3)	$10,000	Save Historic Places
LOS COMPADRES DE SAN ANTONIO MISSIONS NHP
6701 SAN JOSE DRIVE	SAN ANTONIO	TX	78214	742308287	501(c)(3)	$10,000	Save Historic Places
LOS ALAMOS HISTORICAL SOCIETY
PO BOX 43	LOS ALAMOS	NM	87544	850231249	501(c)(3)	$10,000	Save Historic Places
PRESERVATION PENNSYLVANIA INC
257 NORTH STREET	HARRISBURG	PA	17101	232219097	501(c)(3)	$9,482	Save Historic Places
TOWN OF CORINNA
CORINNA BUILDING PRESERVATION GROUP	CORINNA	ME	04928	016000121	501(c)(3)	$8,610	Save Historic Places
MANITOGA INC
PO BOX 249	GARRISON	NY	10524	133221841	501(c)(3)	$8,200	Save Historic Places
HARRIET BEECHER STOWE CENTER
77 FOREST STREET	HARTFORD	CT	06105	066042822	501(c)(3)	$8,000	Save Historic Places
City of La Porte
604 W Fairmont Parkway	La Porte	TX	77571	746001552	501(c)(3)	$7,911	Save Historic Places
ENERGY CENTER OF WISCONSIN INC
749 UNIVERSITY ROW SUITE 320	MADISON	WI	53705	391656021	501(c)(3)	$7,545	Save Historic Places
Crispus Attucks Association of York PA
605 South Duke Street	York	PA	17401	231365320	501(c)(3)	$7,500	Save Historic Places
GEORGIA TRUST FOR HISTORIC PRESERVATIONS
1516 Peachtree Street NW	ATLANTA	GA	30309	237357226	501(c)(3)	$7,500	Save Historic Places
WARE SHOALS COMMUNITY FOUNDATION INC
PO BOX 509	WARE SHOALS	SC	29692	576003414	501(c)(3)	$7,500	Save Historic Places
FRANCISEMMA INC
5004 CARTERSVILLE RD	POWHATAN	VA	23139	203238788	501(c)(3)	$7,500	Save Historic Places
Preservation Texas
PO Box 12832	Austin	TX	78711	752129913	501(c)(3)	$7,500	Save Historic Places
HISTORIC SALEM INC
9 NORTH STREET	SALEM	MA	01970	046191407	501(c)(3)	$7,450	Save Historic Places
CITY AND COUNTY OF DENVER
201 WEST COLFAX AVE DEPT 1109	DENVER	CO	80202	846000580	GOV'T ENTITY	$7,000	Save Historic Places
DUMBARTON OAKS PARK CONSERVANCY INC
1616 CRESCENT PLACE NW SUITE 205	Washington	DC	20009	274197533	501(c)(3)	$6,750	Save Historic Places
ASSOCIATION FOR PRESERVATION OF HISTORIC NATCHITOC
PO BOX 2248	NATCHITOCHES	LA	71457	237125857	501(c)(3)	$6,050	Save Historic Places
FRIENDS OF SCHERR HOWE
114 1ST AVENUE EAST	MOBRIDGE	SD	57601	460460805	501(c)(3)	$5,375	Save Historic Places

Field	Value	IRS element (for citing)
Total501c3 Org	82	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	Yes (X)	TravelForCompanionsInd
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Stephanie Meeks
President & CEO	$477,111	$0	$0	$0	$23,500	$0	$13,250	$0	$19,033	$0	$532,894	$0	$0	$0
Paul Edmondson
Chief Legal Officer	$254,072	$0	$0	$0	$0	$0	$12,919	$0	$5,500	$0	$272,491	$0	$0	$0
Carla Washinko from 0515
Chief Fin/Admin Officer	$154,711	$0	$0	$0	$0	$0	$8,053	$0	$11,906	$0	$174,670	$0	$0	$0
David Brown
Chief Preservation Officer	$321,466	$0	$0	$0	$0	$0	$13,250	$0	$22,107	$0	$356,823	$0	$0	$0
Amy Maniatis
Chief Marketing Officer	$249,031	$0	$0	$0	$0	$0	$12,500	$0	$1,522	$0	$263,053	$0	$0	$0
Robert Bull
Chief Development Officer	$280,946	$0	$0	$0	$0	$0	$12,888	$0	$0	$0	$293,834	$0	$0	$0
Tom Cassidy
VP - Gov't Relations/Policy	$179,603	$0	$0	$0	$0	$0	$9,743	$0	$26,786	$0	$216,132	$0	$0	$0
Kim Tran
Senior Director of Finance	$173,909	$0	$0	$0	$0	$0	$8,828	$0	$3,640	$0	$186,377	$0	$0	$0
Marianna Knight
VP - Human Resources	$172,767	$0	$0	$0	$0	$0	$8,622	$0	$0	$0	$181,389	$0	$0	$0
Barbara Pahl
Senior VP - Field Offices	$171,653	$0	$0	$0	$0	$0	$8,866	$0	$13,785	$0	$194,304	$0	$0	$0
Sam Kilpatrick
Controller	$170,180	$0	$0	$0	$0	$0	$8,866	$0	$17,334	$0	$196,380	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE J, PART I, LINE 1A:	FormAndLineReferenceDesc
Explanation	The Trust paid $1,849 in spousal travel for the CEO's husband to travel with the CEO while on business. this was treated as taxable compensation. The Trust paid gross up payments of $14,500 to CEO in lieu of contributions directly to a retirement plan.	ExplanationTxt

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	35	ContributionCnt
Noncash Contributions Rpt F990	$363,075	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Stock Gifts	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp

Real Estate Residential RealEstateResidentialGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$275,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	listing price	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 1:	THE NATIONAL TRUST FOR HISTORIC PRESERVATION PROTECTS SIGNIFICANT PLACES REPRESENTING OUR DIVERSE CULTURAL EXPERIENCES BY TAKING DIRECT ACTION AND INSPIRING BROAD PUBLIC SUPPORT.
FORM 990, PART III, LINE 4D:	Historic Preservation & Conservation: Membership Outreach - Educate the general public on the importance of and techniques for preserving the nations architectural and cultural heritage. HISTORIC PRESERVATION AND CONVERSATION: 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 145,176 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.
FORM 990, PART XI, LINE 9:	TRANSFER OF ENDOWMENT FUNDS -$930,500

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	HERITAGE TRAVEL LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1155 15TH STREET NW SUITE 300	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20005	ZIPCd

Field	Value	IRS element (for citing)
EIN	261983358	EIN
Primary Activities	TRAVEL	PrimaryActivitiesTxt
Legal Domicile State	DE	LegalDomicileStateCd
Total Income	$1,144,904	TotalIncomeAmt
End Of Year Assets	$991,550	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NTCIC	BusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
NT CDFI INC
2600 VIRGINIA AVE NW STE 1100	WASHINGTON	DC	20037	412138426	COMM. DEVELOP	DE	501(c)(3)	11a type 1	nthp	Yes (true)
NATIONAL MAIN STREET CENTER INC
2600 VIRGINIA AVE NW STE 1100	WASHINGTON	DC	20037	461405965	HIST. PRESERV	DE	501(C)(3)	line 9	NTHP	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	National Trust Insurance Services	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	24 COMMERCE STREET	AddressLine1Txt
City	BALTIMORE	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21202	ZIPCd

Field	Value	IRS element (for citing)
EIN	200590526	EIN
Primary Activities	INSURANCE AGENCY	PrimaryActivitiesTxt
Legal Domicile State	MD	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NTCIC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Predominant Income Type	UNRELATED	PredominantIncomeTypeTxt
Share Of Total Income	$457,899	ShareOfTotalIncomeAmt
Share Of EOY Assets	$71,477	ShareOfEOYAssetsAmt
Disproportionate Allocations	false	DisproportionateAllocationsInd
Ownership	0.99000	OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER UNITRUSTS FOR NTHP
2600 VIRGINIA AVE NW SUITE 1100	WASHINGTON	DC	20037	530210807	CHARITABLE TRUSTS	DC	NA	TRUST	-$11,452	$772,083	1.00000	false
National Trust Community Investment Corp
1155 15TH STREET NW STE 300	WASHINGTON	DC	20005	522267085	INVESTMENTS	DE	NTHP	C CORP	$7,346,457	$9,957,117	1.00000	Yes (true)
NT SOLAR INC
1155 15TH STREET NW SUITE 300	WASHINGTON	DC	20005	471272855	INVESTMENTS	DE	NTCIC	C CORP	$2,072,357	$161,452	1.00000	false

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (true)	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (true)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	Yes (true)	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	Yes (true)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (12 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
NATIONAL TRUST COMMUNITY INVESTMENT CORP
a-iii	$725,715	BOOK VALUE
National Main Street Center Inc
a-iv	$58,768	BOOK VALUE
National Main Street Center Inc
b	$181,586	BOOK VALUE
National Main Street Center Inc
d	$225,515	BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORP
F	$3,647,818	BOOK VALUE
National Main Street Center Inc
L	$62,184	BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORP
O	$65,032	BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORP
Q	$374,566	BOOK VALUE
National Main Street Center Inc
Q	$1,586,270	BOOK VALUE
National Main Street Center Inc
R	$1,738,809	BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORP
S	$1,360,318	BOOK VALUE
National Main Street Center Inc
S	$2,954,691	BOOK VALUE