2015-04-14T08:08:58-07:00 2014-06-30 990 2013-07-01 530210807 NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES NATI 2025886000 2600 Virginia Avenue NW Suite 1000 Washington DC 20037 Stephanie Meeks President and CEO 2025886000 2015-04-13 2013 2016-02-25 16:41:14Z Stephanie Meeks 2600 Virginia Avenue N W Washington DC 20037 104737301 0 X preservationnation.org X 1949 DC The National Trust for Historic Preservation protects significant places representing our diverse cultural experience by taking direct action and inspiring broad public support. 38 38 497 403 511223 -548871 27738980 26392308 6419667 5401573 43806378 15536125 3208550 2985866 81173575 50315872 4571315 3795158 0 0 23262739 23611062 129447 340178 7731458 21585292 24357955 49548793 52104353 31624782 -1788481 298677434 330728418 30651575 36156885 268025859 294571533 X The National Trust for Historic Preservation protects significant places representing our diverse cultural experience by taking direct action and inspiring broad public support. 0 0 19186683 1196751 5105817 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 2014 the National Trust owned and managed 12 of these sites (one through a long-term lease); owned 9 sites 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 with more than 900,000 visitors annually. 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 of historic preservation, collections management, interpretation and comprehensive stewardship. 12938410 3274871 1340550 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) Operation of thirteen field offices including Boise, ID., Boston, Charleston, S. C., Chicago, Denver, Houston, Los Angeles, Nashville, New York City, Portland, OR., San Francisco, Seattle and Washington, D. C., that work closely with organizations and governments at all levels to save historic places. 5079863 138226 1065357 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 America's Most Endangered Historic Places list and the Dozen Destinations list. Provides information about the legal and policy aspects of historic preservation. Develops and provides 78 tours to important destinations in the US and internationally. 1214871 0 768851 Historic Preservation & Conservation: Membership Outreach - Educate the general public on the importance of and techniques for preserving the nation's architectural and cultural heritage. 1645299 0 696287 Historic Preservation & Conservation: Publications include: "Preservation" the quarterly magazine chronicling individuals and programs working to save historic places: "Forum Bulletin", a scholarly journal serving a network of preservation professionals, students, and volunteers. Print publications are complemented by newsletters and online stories that foster knowledge and facilitate participation in public and private historic preservation projects. 2860170 0 1465138 40065126 1 1 0 1 0 1 1 1 0 1 1 1 0 0 1 1 0 1 0 0 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 246 0 1 497 1 1 1 0 0 0 0 1 1 0 0 0 0 X 38 38 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 AK AR AZ CA CO CT FL GA HI IL IN KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X X Sam Kilpatrick 2025886192 2600 Virginia Avenue NW Suite 1000 Washington DC 20037 Victor Ashe Trustee 2 0 X 0 0 0 Leslie Greene Bowman Trustee 2 0 X 0 0 0 Laura W Bush Trustee 2 0 X 0 0 0 Susan Chapman Hughes Trustee 2 0 X 0 0 0 Lawrence H Curtis Trustee 2 0 X 0 0 0 Kevin D Daniels Trustee 2 0 X 0 0 0 Jack Davis Trustee 2 0 X 0 0 0 Kim Elliman Trustee 2 0 X 0 0 0 Gloria Estefan Trustee 2 0 X 0 0 0 Paul Goldberger Trustee 2 0 X 0 0 0 Joe Grills Trustee 2 0 X 0 0 0 F Sheffield Hale Trustee 2 0 X 0 0 0 Irvin M Henderson Trustee 2 0 X 0 0 0 Marilynn Wood Hill Trustee 2 0 X 0 0 0 Luis G Hoyos Trustee 2 0 X 0 0 0 Diane Keaton Trustee 2 0 X 0 0 0 Elizabeth Kennan Trustee 2 0 X 0 0 0 Nancy Killefer Trustee 2 0 X 0 0 0 Fernando Lloveras San Miguel Trustee 2 0 X 0 0 0 Marcia V Mayo Trustee 2 0 X 0 0 0 Vincent L Michael Trustee 2 0 X 0 0 0 F Joseph Moravec Trustee 2 0 X 0 0 0 Martin LJ Newman Trustee 2 0 X 0 0 0 Martha Nelson Trustee 2 0 X 0 0 0 Clement A Price Trustee 2 0 X 0 0 0 Marita Rivero Trustee 2 0 X 0 0 0 Charles Morgan Royce Trustee 2 0 X 0 0 0 Jeffrey H Schutz Trustee 2 0 X 0 0 0 Barbara G Sidway Trustee 2 0 X 0 0 0 Mary M Thompson Trustee 2 0 X 0 0 0 Timothy P Whalen Trustee 2 0 X 0 0 0 Nancy A Bliss Non-Statutory Ex-Officio Trustee, Representative of the Historic Sites Boards 2 0 X 0 0 0 Lester G Fant III Non-Statutory Ex-Officio Trustee, Representative National Trust Historic Sites Councils & Boards 2 0 X 0 0 0 K Vance Kelley Non-Statutory Ex-Officio Trustee Chair, National Trust Advisors 2 0 X 0 0 0 Bessie J LeGrand Non-Statutory Ex-Officio Trustee Representative Main Street Coordinators 2 0 X 0 0 0 Monica Miller Non-Statutory Ex-Officio Trustee, Representative of the Advisors 2 0 X 0 0 0 Mark McDonald Non-Statutory Ex-Officio Trustee, Representative of the Statewide & Local Partners 2 0 X 0 0 0 Edward Passarelli Statutory Ex-Officio Trustee, Representative of the Attorney General 2 0 X 0 0 0 Earl A Powell Statutory Ex-Officio Trustee, Director of the National Gallery 2 0 X 0 0 0 Stephanie Toothman Statutory Ex-Officio Trustee, Representative of the Secretary of the Interior 2 0 X 0 0 0 Carolyn Schwenker Brody Chairman of the Board of Trustees 2 0 X X 0 0 0 Jorge L Hernandez Vice-Chairman of the Board of Trustees 2 0 X X 0 0 0 Kenneth R Woodcock Vice-Chairman of the Board of Trustees 2 0 X X 0 0 0 Stephanie Meeks President and Chief Executive Officer 39 1 X 426891 0 48534 Paul Edmondson Chief Legal Officer 39 1 X 252125 0 16810 Rosemarie Rae Balla Chief Financial and Administrative Officer 39 1 X 258965 0 31864 Michael Forster Chief Financial and Administrative Officer-Partial Year 40 0 X 0 0 0 David Brown Chief Preservation Officer 40 0 X 304229 0 34038 Terry Richey Chief Marketing Officer 40 0 X 208242 0 24646 Debra Newman Chief Development Officer 40 0 X 198279 0 0 Robert Bull Chief Development Officer 40 0 X 104167 0 11230 Tom Cassidy Vice President for Government Relations & Policy 40 0 X 171586 0 36640 Sam Kilpatrick Controller 40 0 X 164509 0 20559 Barbara Pahl Vice President for Western Field Offices 40 0 X 148907 0 17976 Estevan Rael-Galvez Vice President for Historic Sites 40 0 X 168335 0 21264 Kim Tran Senior Director of Finance 40 0 X 162163 0 11649 2568398 0 275210 36 0 1 0 Cambridge Associates LLC 125 High Street Boston MA 012202112 Investment advisor 648913 KPMG LLP 1801 K Street NW Washington DC 20006 Audit and tax services 267600 Barker & Scott Consulting LLC 1901 Quincy Street NW Washington DC 20011 Consulting services 158379 Nixon Peabody LLC Attorney At Law 401 9th Street NW Suite 900 Washington DC 20004 Legal services 150000 4 44764 1129754 431780 0 1011721 23774289 4540421 26392308 Contract services/commissions 900099 422589 422589 0 0 Admissions/special events 900099 3672661 3672661 0 0 Advertising 541800 709429 0 709429 0 Reimbursement of expenses 900099 596894 596894 0 0 0 0 0 0 5401573 1603917 0 -465158 2069075 0 0 0 0 1707338 0 87888 1619450 2525600 0 1727553 0 798047 0 798047 0 0 798047 65991867 0 52059659 0 13932208 0 13932208 0 0 13932208 92692 431780 221991 -129299 0 -129299 0 0 0 0 0 0 865656 412226 453430 274366 179064 0 Insurance repayments 900099 151905 0 0 151905 Other miscellaneous income 900099 4445 4445 0 0 0 0 0 0 156350 50315872 4970955 511223 18441386 X 3778993 3778993 0 0 16165 16165 0 0 937981 480354 281760 175867 0 0 0 0 18992751 13379297 1936047 3677407 690267 483187 75929 131151 1371657 960160 150882 260615 1618406 1136692 196867 284847 0 0 0 0 206450 169164 37286 0 263586 9836 223500 30250 0 0 0 0 340178 340178 1279470 1151523 127947 0 4278306 3292730 358394 627182 0 0 0 0 2110127 1070100 47964 992063 930732 695278 203797 31657 0 0 0 0 3150689 2533594 385414 231681 1406058 1042848 68810 294400 0 0 0 0 0 0 0 0 279573 174903 102618 2052 830855 830855 0 0 363155 296464 32190 34501 668205 651561 15744 900 Printing 1761142 1193673 9487 557982 Real estate 2574398 2562755 0 11643 Maintenance 1339724 1311123 14462 14139 Property development 2485543 2485250 293 0 429942 358621 38378 32943 52104353 40065126 4307769 7731458 0 0 2441500 1846984 15148778 14412764 1035056 522670 0 0 0 0 0 0 662062 614388 574577 751200 11647972 3250507 3882769 8397465 106300145 97488514 165898604 204135424 581413 195479 0 0 2152530 2363530 298677434 330728418 8236073 7814537 0 0 1555647 1288757 0 0 0 0 0 0 0 0 4996388 4474080 15863467 22579511 30651575 36156885 X 102394672 110143348 78757557 97352485 86873630 87075700 268025859 294571533 298677434 330728418 -1788481 28334155 0 0 0 0 X 0 1 X 1 1 1 X 31386266 32697211 10206904 27738980 26392308 128421669 0 0 0 0 0 0 0 0 0 0 0 0 31386266 32697211 10206904 27738980 26392308 128421669 10224452 118197217 4894812 3559300 1454847 5426389 5836855 21172203 0 0 0 0 0 0 188195 5141188 33925 197926 156350 5717584 155311456 6107719 0.76103 0.7591 X Schedule A, Part II, Line 10 Other income includes 1) insurance loss repayments of 151,905 and 2) other miscellaneous revenue of 4,445 for a total of 156,350. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5077 404167 409244 42634778 43044022 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 178541 131287 319761 409244 1038833 250000 250000 250000 250000 1000000 1500000 14378 364 1318 5077 21137 9 1 0 0 363725 0 9106066 179270 1 1 X X X X 112 793.98 95 0 1 24 1 3646 212235 1 1395992 3200500 X X X X 1 261829310 803634 43987167 1221096 12221232 1492715 291685068 214323028 35418617 23822209 1049822 9418813 1265909 261829310 207739528 42735 12411881 464012 4822285 584819 214323028 222398439 1144422 -1387967 861308 11989512 1564546 207739528 204891358 3646871 26199028 867993 10212667 1258158 222398439 0.37 0.3 0.33 0 0 0 0 0 0 8421459 1347166 7074293 0 0 0 0 0 3226513 1903341 1323172 0 0 0 0 8397465 0 0 Non-publically held investments 194196554 F Investments in subsidiaries 9938870 C 204135424 0 Gift annuities 1417147 Deferred rent 4797800 Emerson School Deposits Reserve 9816 Congressional Cemetery Endowment 5216467 Val-Kil Endowment 109772 Charitable Remainder Trusts 691601 Montpelier Foundation Endowment 9419878 Belle Grove Endowment 272217 Cliveden Endowment 644813 22579511 X 79022030 28334155 1017256 0 0 29351411 49670619 1279470 -634217 645253 50315872 52476356 1017256 0 0 634217 1651473 50824883 1279470 0 1279470 52104353 Schedule D, Part II, Line 3 One conservation easement was amended during 2014. The amendment was processed in accordance with the National Trust's Easement Amendment Policy and constituted a minor modification and was consistent with the preservation purpose of the conservation easement. The conservation easement was not donated pursuant to Section 170 (h) of the IRC. When the National Trust created the conservation easement, it unintentionally encumbered a right of way/access easement through an adjacent property. In releasing the encumbrance on the right of way/access easement, the National Trust required the conservation easement's protection to be broadened over additional unprotected open space. Less than 1000 square feet of property was affected by the amendment. Schedule D, Part II, Line 4 Number of states where properties subject to conservation easements are located = 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 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, 2012 forward. Schedule D, Part XI, Line 4b Cost of goods sold of 412,226 plus special event expenses of 221,991 for a total of 634,217. Schedule D, Part XII, Line 2d Cost of goods sold of 412,226 plus special event expenses of 221,991 for a total of 634,217. 1 Central America and the Caribbean 0 0 Investments 56149163 Europe (including Iceland and Greenland) 0 0 Grantmaking 16165 0 0 56165328 Europe (including Iceland and Greenland) Preservation 5155 Wire transfer 0 1 1 1 0 1 1 1 0 Schedule F, 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 interest in the United States. X X X X X X X 1 Avalon Consulting 2030 M Street NW Suite 700 Washington DC 20036 Telemarketing services 0 0 237592 -237592 Public Interest Communications Inc 7700 Leesburg Pike Suite 301 North Falls Church VA 22043 Telemarketing services 0 29196 25700 3496 Donor Services Group Donor Services Group 6715 Sunset Boulevard Los Angeles CA 90028 Telemarketing services 0 82650 76886 5764 111846 340178 -228332 AK AR AZ CA CO CT FL GA HI IL IN KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV Shadows Special Event 50425 41220 9205 0 0 0 0 0 14656 Wilson House Spring Event 51550 20434 31116 0 0 0 0 0 34730 4 422497 370126 52371 0 0 0 0 0 172605 524472 431780 92692 0 0 0 0 0 221991 221991 -129299 1 Montpelier Foundation PO Box 67 13384 Laundry Road Montpelier Station VA 22957 311620682 501(c)3 1020933 Save historic places. Union Station Redevelopment Corporation 10 G Street NE Suite 504 Washington DC 20002 521318977 501(c)3 360000 Save historic places Eleanor Roosevelt Val-Kill Partnership Inc 4097 Albany Post Road Hyde Park NY 12538 464020564 501(c)3 260539 Save historic places Neighborhood Service Org 882 Oakman Boulevard Detroit MI 48238 381561624 501(c)3 225000 Save historic places Association Pres of Historic Congressional Cemetery 1801 E Street SE Washington DC 20003 521071828 501(c)3 158550 Save historic places Friends of Miami Marine Stadium 1390 Ocean Drive No 207 Miami Beach FL 33139 274383072 501(c)3 84845 Save historic places Indiana Landmarks 1201 Central Avenue Indianapolis IN 46202 351162673 501(c)3 60953 Save historic places Savannah College of Art and Design Inc 26 West Harris Street Savannah GA 31401 581357177 501(c)3 57500 Save historic places Belle Grove Inc 336 Belle Grove Road Middletown VA 22645 541047775 501(c)3 56086 Save historic places Museum of African American History 14 Beacon Street Suite 719 Boston MA 02108 042429556 501(c)3 49250 Save historic places Oatlands Inc 20850 Oatlands Plantation Lane Leesburg VA 20175 541118635 501(c)3 30192 Save historic places New York Studio School 8 West 8th Street New York NY 10011 136167281 501(c)3 30000 Save historic places JLBC Community Alliance PO Box 58 Garner NC 27529 412195938 501(c)3 25000 Save historic places Coral Gables Museum Co 285 Aragon Avenue NW Coral Gables FL 33134 270077412 501(c)3 20000 Save historic places Historic Cambridge Inc The Leonard House 120 High Street Cambridge MD 21613 521430327 501(c)3 20000 Save historic places Palmetto Trust for Historic Preservation PO Box 506 Prosperity SC 29127 570913191 501(c)3 15500 Save historic places Coastal Heritage Alliance 129 Miles Avenue PO Box 506 St Michaels MD 21663 562421814 501(c)3 15000 Save historic places Friends of the Texas Historical Commission PO Box 13497 Austin TX 78711 742773168 501(c)3 15000 Save historic places Historic Harrisburg Association PO Box 1843 Harrisburg PA 17105 237244724 501(c)3 15000 Save historic places Ohio Historical Society 800 E 17th Avenue Columbus OH 43211 314389673 501(c)3 15000 Save historic places Cornerstones Community Partnership 227 Otero Street Santa Fe NM 87501 850425771 501(c)3 13600 Save historic places Wye River Upper School PO Box 36 Wye Mills MD 21679 352166557 501(c)3 13600 Save historic places Arcadia Food Inc 9000 Richmond Highway Alexandria VA 22309 204165944 501(c)3 13254 Save historic places Historic Augusta Inc PO Box 37 Augusta GA 30903 586072126 501(c)3 10500 Save historic places Marshall County Historical Society 301 Thirteenth Street PO Box 267 Moundsville WV 26041 550627794 501(c)3 10500 Save historic places California Preservation Foundation 5 Third Street Suite 424 San Francisco CA 94103 942569465 501(c)3 10000 Save historic places Civil War Preservation Trust 1140 Professional Court Hagerstown MD 21740 541426643 501(c)3 10000 Save historic places Cultural Landscape Foundation 1909 Q Street NW Floor 2 Washington DC 20009 522092229 501(c)3 10000 Save historic places Czech and Slovak Minnesota 383 Michigan Street St Paul MN 55102 416084129 501(c)3 10000 Save historic places Dumbarton House 2715 Q Street NW Washington DC 20007 530224364 501(c)3 10000 Save historic places Fort Ticonderoga Association PO Box 390 30 Fort Ti Road Ticonderoga NY 12883 111440924 501(c)3 10000 Save historic places Friends of Griffith PA PO Box 27573 Los Angeles CA 90027 900635056 501(c)3 10000 Save historic places Green Valleys Association of Southeastern PA Inc 1368 Prizer Road Pottstown PA 19465 237025192 501(c)3 10000 Save historic places Historic Charleston Foundation PO Box 1120 Charleston SC 29402 576000599 501(c)3 10000 Save historic places Historic Lansdowne 31 Lansdowne Avenue Lansdowne PA 19050 651298828 501(c)3 10000 Save historic places Historic Salisbury Foundation PO Box 4221 Salisbury NC 28145 237116467 501(c)3 10000 Save historic places Nantucket Historical Association PO Box 1016 15 Broad Street Nantucket MA 02254 046003451 501(c)3 10000 Save historic places National Association of Olmsted Parks 111 16th Street NW Suite 310 Washington DC 20036 133052765 501(c)3 10000 Save historic places Princeton Battlefield Society 500 Mercer Road PO Box 7645 Princeton NJ 08543 237087307 501(c)3 10000 Save historic places Providence Preservation Society 21 Meeting Street Providence RI 02903 060283995 501(c)3 10000 Save historic places Roanoke River Partner Inc PO Box 488 Windson NC 27983 311486075 501(c)3 10000 Save historic places Tibbit Opera Foundation 14 S Hanchett Street Coldwater MI 49036 381742032 501(c)3 10000 Save historic places Waterfront Historic Area League 128 Union Street New Bedford MA 02740 046130520 501(c)3 10000 Save historic places Westport Historical Society 25 Drift Road PO Box N188 Westport MA 02790 237270158 501(c)3 10000 Save historic places Whiting Robertsdale Co 1417 119th Street Whiting IN 46394 351772197 501(c)3 10000 Save historic places Wicomico County Historical Properties 115 Broad Street Salisbury MD 21803 237259496 501(c)3 10000 Save historic places Williamette Falls Heritage Foundation Inc PO Box 635 West Linn OR 97068 931305551 501(c)3 10000 Save historic places Friends of Camp Security PO Box 20008 York PA 17402 233087149 501(c)3 9565 Save historic places Cliveden Inc 6401 Germantown Avenue Philadelphia PA 19144 232232675 501(c)3 8500 Save historic places New Hampshire Preservation Alliance PO Box 268 Concord NH 03302 222603277 501(c)3 8500 Save historic places Heritage Society 1100 Bagby Street Houston TX 77002 741444232 501(c)3 8000 Save historic places Preservation Louisville 631 S 5th Street Louisville KY 40202 611227430 501(c)3 8000 Save historic places Americas Society 680 Park Avenue New York NY 10065 132569185 501(c)3 7500 Save historic places Galveston Historical Foundation Inc 502 20th Street Galveston TX 77550 741487842 501(c)3 7500 Save historic places Town Hall Association 1119 8th Avenue Seattle WA 98101 911910904 501(c)3 7200 Save historic places Grand Lake Area Historical Society PO Box 656 610 Center Drive Grand Lake CO 80447 846105634 501(c)3 7000 Save historic places Pasadena Heritage 651 S Saint John Avenue Pasadena CA 91105 953122313 501(c)3 7000 Save historic places Yampa Valley Land Trust PO Box 773014 Steamboat Springs CO 80477 841225573 501(c)3 7000 Save historic places Hegeler Carus Foundation 1307 7th Street La Salle IL 61301 364023939 501(c)3 6825 Save historic places Preserve Rhode Island 957 North Main Street Providence RI 02904 056012417 501(c)3 6500 Save historic places Preservation Houston 9272 Westheimer Road No 2 Houston TX 77098 742139150 501(c)3 6225 Save historic places White House Historical Association 1610 H Street NW Washington DC 20006 520749685 501(c)3 5923 Save historic places American Youthworks 1901 E Ben White Boulevard Austin TX 78741 742197942 501(c)3 5504 Save historic places Brucemore Inc 2160 Linden Drive SE Cedar Rapids IA 52403 421170531 501(c)3 5500 Save historic places Preservation Resource Center of New Orleans 923 Tchoupitoulas Street New Orleans LA 70130 720760857 501(c)3 5500 Save historic places Preservation Dallas 2922 Swiss Avenue Dallas TX 75204 237258521 501(c)3 5225 Save historic places National Park Service PO Box 728 Santa Fe NM 87504 530197094 Government 181139 Save historic places Capitol Hill Housing Improvement Program 1620 12th Avenue Suite 205 Seattle WA 98122 910979968 Government 20500 Save historic places City of Cottage Grove 400 E Main Street Cottage Grove OR 97424 936002146 Government 10000 Save historic places City of Ironwood 213 South Marquette Street Ironwood MI 49938 386004566 Government 10000 Save historic places Park County Board of County Commissioners PO Box 1373 Fairplay CO 80440 846000792 Government 10000 Save historic places Texas A&M University Sponsored Research Services Lewis Street Lindsey Building 4354 TAMU College Station TX 77843 746000531 Government 10000 Save historic places Town of Snow Hill 103 Bank Street Snow Hill MD 21863 526000807 Government 10000 Save historic places Village of Cooperstown PO Box 346 22 Main Street Cooperstown NY 13326 156001294 Government 9900 Save historic places University of Maryland 1000 Hilltop Circle Baltimore MD 21250 526002033 Government 7500 Save historic places 75 0 Schedule I, 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 these receipts is required. X X X X X 1 1 0 0 0 0 0 0 0 Stephanie Meeks President and Chief Executive Officer 426891 0 0 0 0 0 30250 0 18284 0 475425 0 0 0 Paul Edmondson Chief Legal Officer 252125 0 0 0 0 0 12750 0 4060 0 268935 0 0 0 Rosemarie Rae Balla Chief Financial and Administrative Officer 258965 0 0 0 0 0 12750 0 19114 0 290829 0 0 0 Michael Forster Chief Financial and Administrative Officer-Partial Year 0 0 0 0 0 0 0 0 0 0 0 0 0 David Brown Chief Preservation Officer 304229 0 0 0 0 0 12750 0 21288 0 338267 0 0 0 Debra Newman Chief Development Officer 198279 0 0 0 0 0 0 0 0 0 198279 0 0 0 Terry Richey Chief Marketing Officer 208242 0 0 0 0 0 10456 0 14190 0 232888 0 0 0 Robert Bull Chief Development Officer 104167 0 0 0 0 0 0 0 11230 0 115397 0 0 0 Tom Cassidy Vice President for Government Relations & Policy 171586 0 0 0 0 0 9144 0 27496 0 208226 0 0 0 Estevan Rael-Galvez Vice President for Historic Sites 168335 0 0 0 0 0 8625 0 12639 0 189599 0 0 0 Sam Kilpatrick Controller 164509 0 0 0 0 0 8321 0 12238 0 185068 0 0 0 Kim Tran Senior Director of Finance 162163 0 0 0 0 0 8249 0 3400 0 173812 0 0 0 Barbara Pahl Vice President for Western Field Offices 148907 0 0 0 0 0 7631 0 10345 0 166883 0 0 0 Schedule J, Part I, Line 3 The National Trust did not rely on a related organization to establish the top management official's compensation and the National Trust's top management official (President) received no compensation from a related organization. Schedule J, Part I, Line 4 Employee Estevan Rael-Galvez received a severance payment of 50,773. Employee Debra Neuman received a severance payment of 62,500. Employee Paul Edmondson contributed 17,500 to a 457b Plan account. X 37 3144429 Net proceeds, stock gifts X 6 1395992 Sale of property 0 0 1 0 Form 990, Part III, Line 4b Historic Preservation & Conservation: Membership Outreach - Educate the general public on the importance of and techniques of preserving the nation's architectural and cultural heritage. Form 990, Part IV, Line 23 Loan Program Investments = 195,479 and Investments in Subsidiaries = 9,938,870 for a total of 10,134,349. Form 990, Part VI, Section A, Line 6 The National Trust for Historic Preservation in the United States is a member organization with 149,865 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 A copy of the Organization's 990 was provided to all members of the Organization's Board of Trustees before it was filed. The process for review was as follows: The form is prepared by staff and reviewed by management and the independent accounting firm BDO. The form is then reviewed at a special telephonic meeting by the Board's Audit Committee. The draft is then made available to all board members (either digitally or in hard copy, depending on their preference). A review session was led by staff for Trustees who were encouraged to participate. Any changes following these reviews were again reviewed by the Audit Committee 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 15 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 engages with an independent consultant to prepare a compensation study and comparability analysis, 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, Line 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, http://www.preservationnation.org under "about us/governance." These documents are also made available to any person in hard copy upon request. Form 990, Part IX, Line 11g Other fees for service includes 1) consulting fees of 2,276,963, 2) architectural fees of 195,247, 3) commissions of 316,020, 4) telemarketing fees of 157,522, 5) technology consulting of 204,527, 6) temporary employee fees of 156,454, 7) catering services/special event fees of 819,251 and 8) other miscellaneous fees of 152,322 for a total of 4,278,306. Heritage Travel LLC 1155 15th Street NW Suite 300 Washington DC 20005 261983358 Travel DE 954157 4324217 National Trust Community Investment Corporation NT CDFI Inc 2600 Virginia Avenue NW Suite 1000 Washington DC 20037 412138426 Community Development DE 501 (c) (3) 11 Type 1 NTHP 1 National Main Street Center Inc 2600 Virginia Avenue NW Suite 1000 Washington DC 20037 461405965 Historic Preservation, Revitalize Downtown and Commercial Neighorhood Districts DE 501 (c) (3) 509 (a) (2) NTHP 1 National Trust Insurance Services 24 Commerce Street Baltiimore MD 212023262 200590526 Insurance Agency MD National Trust Community Investment Corporation Unrelated 353646 40324 0 0.99 National Trust Community Investment Corporation 1155 15th Street NW Suite 300 Washington DC 20005 522267085 Community Investments DE NTHP C 9580367 12031165 1 1 Charitable Remainder Unitrusts - 4 - NTHP 2600 Virginia Avenue NW Washington DC 20037 Charitable Trusts DC N/A T 82526 983942 1 0 1 1 0 1 0 1 0 0 0 1 0 1 1 0 1 0 1 1 1 National Trust Community Investment Corporation a-iii 584297 Book Value National Trust Community Investment Corporation a-iv 85814 Book Value National Trust Community Investment Corporation d 25240 Book Value National Trust Community Investment Corporation f 1531391 Book Value National Trust Community Investment Corporation l 30000 Book Value National Trust Community Investment Corporation m 4008 Book Value National Trust Community Investment Corporation o 74007 Book Value National Trust Community Investment Corporation q 390224 Book Value National Trust Community Investment Corporation r 38730 Book Value National Trust Community Investment Corporation s 175048 Book Value National Trust Insurance Services d 395 Book Value National Trust Insurance Services o 95 Book Value National Trust Insurance Services d 246 Book Value