2014-08-12T14:37:45-05:00 2013-12-31 420714325 MCGLADREY LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2013-01-01 541426643 CIVIL WAR PRESERVATION TRUST CIVI 3016651400 1140 PROFESSIONAL COURT HAGERSTOWN MD 21740 O JAMES LIGHTHIZER PRESIDENT 3016651400 2014-08-12 1 WILLIAM E TURCO CPA P00369217 3012963600 2013 2015-11-30 17:44:51Z CIVIL WAR TRUST O JAMES LIGHTHIZER 1140 PROFESSIONAL COURT HAGERSTOWN MD 21740 28201298 0 X WWW.CIVILWAR.ORG X 1987 VA THE PRESERVATION OF AMERICA'S SIGNIFICANT CIVIL WAR BATTLEFIELDS BY PROTECTING THE LAND AND EDUCATING THE PUBLIC ABOUT THE VITAL ROLES THOSE BATTLEFIELDS PLAYED IN DIRECTING THE COURSE OF OUR NATION'S HISTORY. 25 24 62 61 0 0 24195603 26459082 182971 165265 -521019 -756883 626551 328112 24484106 26195576 4134070 13076003 0 0 3159651 3262812 149663 86632 2362973 6005887 6101278 13449271 22526725 11034835 3668851 87986290 91294434 6305192 5876015 81681098 85418419 X THE PRESERVATION OF AMERICA'S SIGNIFICANT CIVIL WAR BATTLEFIELDS BY PROTECTING THE LAND AND EDUCATING THE PUBLIC ABOUT THE VITAL ROLES THOSE BATTLEFIELDS PLAYED IN DIRECTING THE COURSE OF OUR NATION'S HISTORY. 1 0 15616513 13076003 LAND:IN 2013, THE CIVIL WAR TRUST (THE "TRUST") ACHIEVED RECORD SUCCESS IN SAVING AMERICA'S UNPROTECTED CIVIL WAR BATTLEFIELDS ENDANGERED BY SPRAWL. THROUGH ACQUISITIONS AND GRANTS, THE TRUST PRESERVED 2,738 ACRES IN 47 COMPLETED TRANSACTIONS AT 30 BATTLEFIELDS IN 10 STATES, INCLUDING CHICKAMAUGA, GA, PERRYVILLE, KY, ANTIETAM, MD, SOUTH MOUNTAIN, MD, WILSON'S CREEK, MO, BRICE'S CROSSROADS, MS, VICKSBURG, MS, BENTONVILLE, NC, GETTYSBURG, PA, CHATTANOOGA, TN, FORT DONELSON, TN, BALLS BLUFF, VA, BRANDY STATION, VA, CEDAR MOUNTAIN, VA, CHANCELLORSVILLE, VA, COLD HARBOR, VA, COOL SPRING, VA, DEEP BOTTOM (FIRST), VA, GLENDALE, VA, HIGH BRIDGE, VA, KELLY'S FORD, VA, MALVERN HILL, VA, PEEBLES FARM, VA, RAPPAHANNOCK STATION, VA, SAILOR'S CREEK, VA, SECOND MANASSAS, VA, TOTOPOTOMOY CREEK, VA, WHITE OAK ROAD, VA, HARPERS FERRY, WV AND SHEPHERDSTOWN, WV.IN 2013 AND PARTICULARLY DURING THE ONGOING SESQUICENTENNIAL ANNIVERSARY OF THE AMERICAN CIVIL WAR, THE TRUST EXPECTS TO CONTINUE ITS CONSISTENT RECORD OF SUCCESS IN PRESERVING ENDANGERED CIVIL WAR BATTLEFIELDS, AND EDUCATING THE PUBLIC REGARDING THE VITAL ROLE THESE BATTLEFIELDS PLAYED IN SHAPING OUR NATION'S HISTORY. 2206698 165265 MEMBERSHIP:THE CIVIL WAR TRUST IS A MEMBERSHIP-BASED ORGANIZATION WITH MORE THAN 50,000 ACTIVE MEMBERS. EACH QUARTER, EVERY MEMBER RECEIVES OUR AWARD WINNING 48-PAGE MAGAZINE, HALLOWED GROUND, AS FREE EDUCATIONAL MEMBERSHIP BENEFIT. THE MAGAZINE HIGHLIGHTS HOW THEIR DIRECT SUPPORT HELPS PRESERVE ENDANGERED CIVIL WAR BATTLEFIELD LAND, ADVANCES THE CAUSE OF EDUCATION ABOUT THIS KEY PERIOD IN OUR NATION'S HISTORY, AND EDUCATES THEM DIRECTLY ON HISTORICAL ELEMENTS OF IMPORTANCE ABOUT THE CIVIL WAR AND LAND PRESERVATION. THE TRUST DEPENDS UPON ITS MEMBERS TO HELP FULFILL ITS BATTLEFIELD PRESERVATION AND EDUCATION MISSIONS EVERY YEAR THROUGH THEIR DUES PAYMENTS, AS WELL AS ADDITIONAL CHARITABLE GIFTS. THE TRUST ALSO HAS A MAJOR DONOR SOCIETY, AS A SUBSET OF ITS OVERALL MEMBERSHIP, CALLED "THE COLOR BEARERS," COMPRISED OF THOSE MEMBERS WHO MAKE DUES PAYMENTS OF $1,000 OR MORE ANNUALLY. TOTAL MEMBERSHIP IN THIS GROUP WAS APPROXIMATELY 1,080 INDIVIDUALS AT THE END OF 2013. AT THE END OF 2013, THE TRUST ALSO ENJOYED THE SUPPORT OF NEARLY 180,000 FACEBOOK "FANS," OPENING UP A NEW POOL OF POTENTIAL FUTURE DONORS AND SUPPORTERS. 1401454 143681 EDUCATION:IN 2013, THE EDUCATION DEPARTMENT HOSTED ITS 12TH ANNUAL TEACHER INSTITUTE IN GETTYSBURG, PENNSYLVANIA. MORE THAN 160 TEACHERS FROM ACROSS THE COUNTRY PARTICIPATED IN THIS 3-DAY PROFESSIONAL DEVELOPMENT EXPERIENCE, OFFERED FREE OF CHARGE. THE DEPARTMENT ALSO HELD SMALLER, REGIONAL TEACHER INSTITUTES LASTING 1 1/2 DAYS EACH IN SHARPSBURG, MARYLAND, AND PETERSBURG, VIRGINIA, WITH BETWEEN 25 AND 30 TEACHERS IN ATTENDANCE AT EACH. THE EDUCATION DEPARTMENT LAUNCHED ITS "IN4" PROGRAM TO PROVIDE SHORT VIDEOS ON BASIC CIVIL WAR TOPICS AND CREATED CONTENT FOR SCORES OF WEB PIECES AND NUMEROUS DIGITAL ASSETS INCLUDING ANIMATED MAPS FOR GETTYSBURG AND CHICKAMAUGA AND CONTENT AND EDUCATOR GUIDES FOR BATTLEFIELD PANORAMIC OFFERINGS. OUR TRAVELLING TRUNK PROGRAM MADE AVAILABLE FOUR TRUNKS OF CIVIL WAR TEACHING TOOLS AND ACTIVITIES THAT TRAVELED THE COUNTRY THROUGHOUT THE SCHOOL YEAR. DEPARTMENT STAFF ALSO LAUNCHED EFFORTS ON TWITTER TO FOLLOW CIVIL WAR EVENTS OF 150 YEARS EARLIER, BEGAN A NEW INSTAGRAM PHOTO-SHARING PAGE, AND CREATED CONTENT FOR AN AMBITIOUS MICRO-WEBSITE THAT ENDEAVORED TO BRING WEB VISITORS CLOSER TO ABRAHAM LINCOLN'S SHORT TIME IN GETTYSBURG, PENNSYLVANIA. 19224665 1 1 0 1 0 0 1 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 110 0 1 62 1 0 0 0 0 0 1 1 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MS MN MO MT NC ND NE NJ NH NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV WY X X RUTH HUDSPETH 3016651400 1140 PROFESSIONAL COURT HAGERSTOWN MD 21740 MICHAEL GRAINGER CHAIRMAN 4.00 X X 0 0 0 KIRK J BRADLEY VICE-CHAIRMAN 4.00 X X 0 0 0 THOMAS H LAUER TREASURER 4.00 X X 0 0 0 DR MARY M ABROE TRUSTEE 1.00 X 0 0 0 TRACE ADKINS TRUSTEE 1.00 X 0 0 0 HARRISON M BAINS JR TRUSTEE 1.00 X 0 0 0 DON BARRETT TRUSTEE 1.00 X 0 0 0 EDWIN C BEARSS TRUSTEE 1.00 X 0 0 0 PAUL W BRYANT TRUSTEE 1.00 X 0 0 0 WALTER W BUCKLEY JR TRUSTEE 1.00 X 0 0 0 CARLTON B CRENSHAW TRUSTEE 1.00 X 0 0 0 JEFF DAHLGREN TRUSTEE 1.00 X 0 0 0 ROBERT C DAUM TRUSTEE 1.00 X 0 0 0 VINCE DOOLEY TRUSTEE 1.00 X 0 0 0 BRUCE C GOTTWALD TRUSTEE 1.00 X 0 0 0 WILLIAM J HUPP TRUSTEE 1.00 X 0 0 0 DUKE R LIGON TRUSTEE 1.00 X 0 0 0 JEFFREY P MCCLANATHAN TRUSTEE 1.00 X 0 0 0 STEPHAN F NEWHOUSE TRUSTEE 1.00 X 0 0 0 JEFF RODEK TRUSTEE 1.00 X 0 0 0 J DENNIS SEXTON TRUSTEE 1.00 X 0 0 0 JEFF SHAARA TRUSTEE 1.00 X 0 0 0 SUSAN WHITAKER TRUSTEE 1.00 X 0 0 0 W DENMAN ZIRKLE TRUSTEE 1.00 X 0 0 0 O JAMES LIGHTHIZER PRESIDENT 60.00 X X 202873 0 72172 RONALD COGSWELL SECRETARY/COO 32.00 X 69461 0 3972 RUTH E HUDSPETH CFO 50.00 X 102182 0 14448 DAVID N DUNCAN DIR, MEMBERSHIP & DEVELOPMENT 50.00 X 195487 0 11870 THOMAS M GILMORE DIR, REAL ESTATE 50.00 X 163409 0 24811 JAMES J CAMPI DIR, POLICY & COMMUNICATION 50.00 X 132612 0 16676 GARRY E ADELMAN DIR, HISTORY & EDUCATION 50.00 X 113250 0 23930 SAMUEL F DELUCA SENIOR VP, MAJOR GIVING 50.00 X 101784 0 20066 1081058 0 187945 7 0 1 0 ENVELOPES UNLIMITED 649 N HORNERS LANE ROCKVILLE MD 20850 PRINTING, PRODUCTION & MAILING 1299991 WIDE AWAKE FILMS 315 DELAWARE ST 2ND FLOOR KANSAS CITY MO 64105 CREATING ANIMATED MAPS & VIDEOS 221044 CONVIO INC 2000 DANIEL ISLAND DR CHARLESTON SC 29492 WEB SERVICE FEES 131906 3 3133003 8704922 14621157 206958 26459082 CONFERENCE REGISTRATIO 900099 165265 165265 165265 17171 17171 55504 55504 128927 0 128927 128927 128927 1227706 2001760 -774054 -774054 -774054 119870 3962 115908 115908 OTHER REVENUE 900099 17531 17531 AFFINITY CARDS 900099 10242 10242 27773 26195576 308946 0 -572452 13076003 13076003 869852 539367 148393 182092 1889641 1171704 322365 395572 10860 6734 1853 2273 300899 186578 51332 62989 191560 118780 32679 40101 103488 95488 8000 35187 20631 7519 7037 86632 86632 698941 578834 5538 114569 80642 75207 5435 1605006 665277 94220 845509 158033 102875 25161 29997 557497 377451 79662 100384 126175 92124 11557 22494 209584 189190 12432 7962 125192 125192 207860 188961 9450 9449 113324 95160 14082 4082 MEMBERSHIP FULFILLMENT 1123592 667912 12000 443680 LAND MAINTENANCE 783986 783986 EDUCATIONAL PROGRAMS 128324 128324 OTHER EXPENSES 34008 25206 8651 151 10439 9169 1270 22526725 19224665 939087 2362973 232625 131912 8185141 10899104 1080786 673778 100000 532039 686622 79092390 599608 77485713 78492782 312528 352090 57458 58146 87986290 91294434 268918 253199 66825 99605 5000000 4800000 250000 719449 723211 6305192 5876015 X 6424988 8263596 75256110 77154823 81681098 85418419 87986290 91294434 X 3668851 68470 X 0 1 X 1 1 1 X 18901103 22356767 16511283 24732803 26459082 108961038 18901103 22356767 16511283 24732803 26459082 108961038 99814 108861224 104731 159382 134645 418996 201602 1019356 62616 57825 36926 124279 27773 309419 110289813 1151914 0.98700 0.98270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 194 177765 177959 22348766 22526725 1000000 250000 0 0 633184 821631 796050 1000000 3250865 4876298 70283 133755 188399 177959 570396 158296 205408 199013 250000 812717 1219076 182 2031 85 194 2492 X X 8 237.00 1 1 256.00 4838 73529400 73529400 4723660 278868 4444792 485125 245421 239704 354205 75319 278886 78492782 DEFERRED RENT 250064 DEFERRED COMPENSATION PAYABLE 375291 FAIR VALUE OF INTEREST RATE SWAP 97856 723211 X 26223414 22876 1000 23876 26199538 -3962 -3962 26195576 22565880 22876 38580 61456 22504424 22301 22301 22526725 PART II, LINE 9: CONSERVATION EASEMENTS ARE RECORDED AS AN ASSET ON THE BALANCE SHEET. THE ORGANIZATION HAS A WRITTEN DOCUMENT REGARDING THE PERIODIC MONITORING, INSPECTION, VIOLATIONS, AND ENFORCEMENT OF THE CONSERVATION EASEMENTS IT HOLD. PART X, LINE 2: CWT AND EBDF (ENDANGERED BATTLEFIELD DEFENSE FUND) ARE GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AFBP (AMERICANS FOR BATTLEFIELD PRESERVATION) IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE. IN ADDITION, CWT AND EBDF QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTIONS AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS. CONTRIBUTIONS TO AFBP ARE NOT DEDUCTIBLE TO DONORS. INCOME THAT IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. NEITHER CWT, AFBP, NOR EBDF HAD NET UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2013. THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FASB ASC TOPIC 740-10) ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, CWT, AFBP, AND EBDF MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED CWT, AFBP, AND EBDF'S TAX POSITIONS AND CONCLUDED THAT THEY HAVE TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, CWT, AFBP, AND EBDF ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES BEFORE 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED ENTITY ACTIVITIES - AMERICANS FOR BATTLEFIELD PROTECTION (AFBP) 1,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF SALES REPORTED ON LINE 10B -3,962. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 3,962. CONSOLIDATED ENTITY ACTIVITIES - AFBP 29,517. CONSOLIDATED ENTITY ACTIVITIES - EBDF 5,101. PART XII, LINE 4B - OTHER ADJUSTMENTS: 501(C)(4) EXPENSES 15,352. GRANT TO EBDF, RELATED ENTITY 2,300. GRANT TO AFBP, RELATED ENTITY 4,649. PART II, LINE 5 THE ORGANIZATION HAS A WRITTEN DOCUMENT REGARDING THE PERIODIC MONITORING, INSPECTION, VIOLATIONS, AND ENFORCEMENT OF THE CONSERVATION EASEMENTS IT HOLDS. X X X X 1 PUBLIC INTEREST COMMUNICATIONS 7700 LEESBURG PIKE SUITE 301 FALLS CHURCH VA 22043 PHONE SOLICITATIONS 0 13806 9385 4421 ODELL SIMMS & LYNCH INC 7700 LEESBURG PIKE SUITE 2 FALLS CHURCH VA 22043 CONSULTANT - FUNDRAISING CAMPAIGN, SPONSORSHIP & MAJOR DONOR 0 0 77247 -77247 13806 86632 -72826 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC 1 CENTRAL VIRGINIA BATTLEFIELDS TRUST PO BOX 3417 FREDERICKSBURG VA 22402 541828344 501(C)(3) 357249 TO AID IN ACQUISITION OF 9.233 ACRE COOPER TRACT, CHANCELLORSVILLE, VA, TO AID IN ACQUIRING OF 81.69 ACRE LINK-ATKINS TRACT CHANCELLORSVILLE, VA, APPRAISAL TO AID IN ACQUIRING 14.32 ACRE BELANI TRACT CHANCELLORSVILLE, VA NORTH CAROLINA COASTAL LAND TRUST 131 RACINE DR SUITE 202 WILMINGTON NC 28403 561791849 501(C)(3) 13800 APPRAISAL & SURVEY TO AID IN ACQUIRING CONSERVATION EASEMENT ON 91 ACRE TAYLOR TRACT, WYSE FORK, NC STATE OF MARYLAND DEPARTMENT OF NATURAL RESOURCES 580 TAYLOR AVE ANNAPOLIS MD 21401 526002033 GOVERN 21791 LEGAL DESCRIPTION TO AID IN ACQUISITION OF 13.96 ACRE TIEMAN TRACT, SOUTH MOUNTAIN, MD; APPRAISAL, TITLE SEARCH & ENVIRONMENTAL TO AID IN ACQUIRING CONSERVATION EASEMENT ON 28.696 ACRE BOWMAN TRACT, SOUTH MOUNTAIN, MD; APPRAISAL, TITLE SEARCH & SURVEY TO AID IN ACQUIRING CONSERVATION EASEMENT ON 298 ACRE BAPTIST CONV., SOUTH MOUNTAIN, MD VA DEPT OF HISTORIC RESOURCES 2801 KENSINGTON AVE RICHMOND VA 23221 540805908 GOVERN 3163043 APPRAISAL & AID IN ACQUIRING CONSERVATION EASEMENT ON 118 ACRE SIMPSON TRACT, SAILOR'S CREEK, VA; APPRAISAL TO AID IN ACQUIRING A CONSERVATION EASEMENT ON 350 ACRE LYONS TRACT, WILDERNESS, VA; APPRAISAL & AID IN ACQUIRING CONSERVATION EASEMENT ON 218.37 ACRE QUAIL HAVEN LLC TRACT, KELLY'S FORD, VA; APPRAISAL, SURVEY & AID IN ACQUIRING CONSERVATION EASEMENT ON 514 ACRE JOHNSON TRACT, RAPPAHANNOCK STATION, VA; APPRAISAL, SURVEY & AID IN ACQUIRING CONSERVATION EASEMENT ON 51.42 ACRE CRAIG TRACT, RAPPAHANNOCK STATION, VA; APPRAISAL, SURVEY, & AID IN ACQUIRING CONSERVATION EASEMENT ON 924.7 ACRE HOLY CROSS ABBEY TRACT, COOL SPRING, VA MANASSAS BATTLEFIELD TRUST 15950 LEE HWY CENTREVILLE VA 20120 462501374 501(C)(3) 15000 VOLUNTEER PROJECTS, LAND STEWARD., & EDUCATION JEFFERSON CO HISTORIC LANDMARKS PO BOX 23 CHARLES TOWN WV 25414 453213370 501(C)(3) 75548 APPRAISAL & AID IN ACQUIRING .62 ACRE SPEG/LOWE TRACT, SHEPHERDSTOWN, WV HISTORIC POLEGREEN CHURCH FOUND PO BOX 2111 MECHANICSVILLE VA 23116 541488657 501(C)(3) 91430 TO AID IN ACQUISITION OF 2 ACRE DOBBS TRACT, TOTOPOTOMOY, VA GEORGIA PIEDMONT LAND TRUST PO BOX 3687 SUWANEE GA 30024 582384485 501(C)(3) 13684 TO AID IN ACQUIRING CONSERVATION EASEMENT ON POWELL TRACT, CHICKAMAUGA, GA BRICES CROSSROADS NTL BATTLEFIELD PO BOX 278 BALDWYN MS 38824 640867348 501(C)(3) 33313 TO AID IN ACQUISITION OF .9 ACRE SANDLIN TRACT, BRICE'S CROSSROADS, MS AMERICANS FOR BATTLEFIELD PRESERVATION 1156 15TH ST NW SUITE 900 WASHINGTON DC 20005 043843239 501(C)(4) 20000 GRANT FOR ONGOING OPERATIONS US DEPT OF THE INTERIOR NPS 1849 C STREET NW WASHINGTON DC 20240 530197094 GOVERN 2717355 APPRAISAL LAND BATTLEFIELD PRESERVATION STATE OF NORTH CAROLINA DCR 1321 MAIL SERVICE CENTER RALEIGH NC 27699 566062189 GOVERN 942183 APPRAISAL LAND BATTLEFIELD PRESERVATION FRANKLIN'S CHARGE 604 WEST MAIN STREET FRANKLIN TN 37064 201774789 501(C)(3) 439781 APPRAISAL LAND BATTLEFIELD PRESERVATION SHENANDOAH UNIVERSITY 1460 UNIVERSITY DRIVE WINCHESTER VA 22601 540525605 501(C)(3) 2008177 APPRAISAL LAND BATTLEFIELD PRESERVATION NORTHERN VIRGINIA REGIONAL PARK AUTHORITY 5400 OLD OX ROAD FAIRFAX STATION VA 22039 540715585 GOVERN 554998 APPRAISAL LAND BATTLEFIELD PRESERVATION SHENANDOAH VALLEY BATTLEFIELDS AUTHORITY PO BOX 897 NEW MARKET VA 22844 542007460 501(C)(3) 2534779 APPRAISAL LAND BATTLEFIELD PRESERVATION CENTRAL VIRGINIA BATTLEFIELDS TRUST PO BOX 3417 FREDERICKSBURG VA 22402 541828344 501(C)(3) 60017 APPRAISAL LAND BATTLEFIELD PRESERVATION 16 1 PART I, LINE 2: MOST OF CWPT'S GRANTS ISSUED ARE REIMBURSEMENT GRANTS TO AID IN ACQUIRING LAND OR CONSERVATION EASEMENTS. THE GRANT IS NOT ISSUED UNTIL THE LAND OR EASEMENT HAS BEEN ACQUIRED OR AT THE TIME OF SETTLEMENT. THESE TYPES OF GRANTS DO NOT NEED MONITORING. X X X X 0 1 0 0 0 0 0 0 0 O JAMES LIGHTHIZER PRESIDENT 202873 0 0 0 0 0 72172 0 2005 0 277050 0 0 0 DAVID N DUNCAN DIR, MEMBERSHIP & DEVELOPMENT 195487 0 0 0 0 0 11729 0 2146 0 209362 0 0 0 THOMAS M GILMORE DIR, REAL ESTATE 163409 0 0 0 0 0 8989 0 17827 0 190225 0 0 0 JAMES J CAMPI DIR, POLICY & COMMUNICATION 132612 0 0 0 0 0 7957 0 10723 0 151292 0 0 0 PART I, LINE 4B O. JAMES LIGHTHIZER, PRESIDENT, PARTICIPATES IN DEFERRED COMPENSATION PLAN. THE ORGANIZATION CONTRIBUTED $43,500 TO THE PLAN IN THE CURRENT YEAR. A ECONOMIC DEVELOPMENT AUTHORITY SPOTSYLVANIA COUNTY VIRGINIA 541237426 2010-04-07 5400000 TO REFUND A PRIOR ISSUE DATED 05/22/07 0 0 0 A 600000 5400000 5400000 2010 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 1 1 SUNTRUST BANKS INC 10.000000000000 0 0 0 0 1 A 1 X 2 200100 APPRAISALS X GRAVEL FOR PA 1 6723 INVOICE X STAMPS 294 135 INVOICE 0 1 0 FORM 990, PART III, LINE 2 IN 2013, THE NATIONAL PARK SERVICE (NPS) REQUESTED THAT THE CIVIL WAR PRESERVATION TRUST ("CWT") CONSIDER EXPANDING THE SCOPE OF ITS ACTIVITIES TO INCLUDE THE PRESERVATION OF BATTLEFIELDS OF THE REVOLUTIONARY WAR AND THE WAR OF 1812 AND RELATED EDUCATIONAL ACTIVITIES. CWT BEGAN AN ASSESSMENT OF THE BATTLEFIELDS IDENTIFIED BY NPS TO IDENTIFY POTENTIAL PRESERVATION OPPORTUNITIES AND FUNDING SOURCES, AS WELL AS AN EVALUATION OF THE LEGAL REQUIREMENTS FOR ENLARGING THE CWT MISSION. THIS PROCESS CONTINUED INTO 2014, AND NO FINAL DECISIONS HAVE BEEN MADE. FORM 990, PART VI, SECTION B, LINE 11 AUDIT COMMITTEE MEMBERS, CHAIRMAN OF THE CWPT BOARD, PRESIDENT, COO, CFO AND KEY EMPLOYEES REVIEW THE 990 INITIALLY. IF ANY CORRECTIONS NEED TO BE MADE, THE AUDITING FIRM IS NOTIFIED. AFTER THE CORRECTIONS, THE 990 IS THEN DISTRIBUTED TO THE WHOLE BOARD OF TRUSTEES BEFORE THE 990 IS FILED EITHER IN PAPER OR ELECTRONIC FORM. FORM 990, PART VI, SECTION B, LINE 12C WHENEVER A TRUSTEE HAS A POTENTIAL DIRECT OR INDIRECT PERSONAL INTEREST IN A PROPOSED TRANSACTION OF THE CORPORATION, HE SHALL DISCLOSE THE MATERIAL FACTS OF THE TRANSACTION, THE NATURE OF HIS POTENTIAL INTEREST IN THE TRANSACTION, AND ANY OTHER RELEVANT INFORMATION REGARDING THE TRANSACTION TO THE BOARD OF TRUSTEES. THEREAFTER, THE TRUSTEE SHALL NOT BE PERMITTED TO PARTICIPATE IN THE FINAL BOARD DELIBERATION REGARDING SUCH TRANSACTION, AND SHALL NOT BE PERMITTED TO VOTE ON SUCH TRANSACTION. THE BOARD OF TRUSTEES REVIEW THE CONFLICT OF INTEREST POLICY ON A YEARLY BASIS. FORM 990, PART VI, SECTION B, LINE 15 CIVIL WAR PRESERVATION TRUST WILL PAY SALARIES THAT ARE COMPETITIVE WITH THOSE PAID FOR COMPARABLE POSITIONS IN OTHER NON-PROFIT ORGANIZATIONS. EACH EMPLOYEE'S SALARY IS REVIEWED ANNUALLY. SALARY ADJUSTMENTS, IF ANY, WILL BE DISCUSSED AT THIS TIME AS WELL. SALARY ADJUSTMENTS WILL BE PREPARED AND RECOMMENDATIONS WILL BE MADE AT THE TIME THE BUDGET IS PRESENTED TO THE BOARD. IF APPROVED, THEY WILL BECOME EFFECTIVE AT THE PRESIDENT'S DISCRETION. THE PRESIDENT'S SALARY AND BENEFIT PACKAGE IS REVIEWED BY AN OUTSIDE CONSULTING FIRM AND THEN APPROVED BY THE BOARD. CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISIONS ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WILL BE PROVIDED UPON REQUEST TO THE PUBLIC. OUR AUDITED FINANCIALS AND FORM 990 ARE ON THE CIVIL WAR TRUST WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF THE SWAP 68,470. AMERICANS FOR BATTLEFIELD PRESERVATION 1156 15TH ST NW SUITE 900 WASHINGTON DC 20005 403843239 SEE PART VII OF SCHEDULE R DC 501(C)(4) CIVIL WAR PRESERVATION TRUST 0 ENDANGERED BATTLEFIELD DEFENSE FUND 7777 WASHINGTON AVENUE HOUSTON TX 77007 271035136 TO CARRY OUT THE PURPOSES OF THE CIVIL WAR PRESERVATION TRUST VA 501(C)(3) LINE 11A, I CIVIL WAR PRESERVATION TRUST 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 AMERICANS FOR BATTLEFIELD PRESERVATION B 20000 CASH FORM 990, SCHEDULE R, PART II, LINE B THE MISSION OF AMERICANS FOR BATTLEFIELD PRESERVATION (AFBP) IS TO PROMOTE AWARENESS OF THE PLIGHT OF OUR NATION'S REMAINING HALLOWED BATTLEGROUNDS. IT IS A STRICTLY NON-PARTISAN ORGANIZATION THAT SEEKS TO BUILD SUPPORT FOR BATTLEFIELD PRESERVATION AMONG ALL LAWMAKERS ON ALL LEVELS OF GOVERNMENT. THE ORGANIZATION'S PRIMARY FOCUS IS TO ENCOURAGE LAWMAKERS ON THE FEDERAL, STATE AND LOCAL LEVELS TO ALLOCATE PUBLIC FUNDS FOR BATTLEFIELD PRESERVATION. IN ADDITION, AFBP SUPPORTS LOCAL OFFICIALS FOR PUBLIC OFFICE IN A VERY LIMITED NUMBER OF TARGETED COMMUNITIES, PLUS TRAINS LOCAL PEOPLE ABOUT HOW TO SUCCESSFULLY CONDUCT COMMUNITY GRASSROOTS ORGANIZING, FUNDRAISING, AND EFFECTIVE USE OF MEDIA.