2014-05-02T15:59:35-07:00 2013-06-30 990 2012-07-01 530210807 NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES NATI 2025886000 2600 Virginia Avenue NW Suite 1000 Washington DC 20037 Stephanie Meeks 2025886000 2014-04-01 2012 2015-11-30 17:44:51Z X Stephanie Meeks 2600 Virginia Avenue NW Suite 1000 Washington DC 20037 88397799 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 38 497 422 701481 -298913 10206904 27738980 3178540 6419667 2490713 43806378 1255873 3208550 17132030 81173575 3913448 4571315 0 0 11734290 23262739 145878 129447 5445456 11713417 21585292 27507033 49548793 -10375003 31624782 252611089 298677434 31727709 30651575 220883380 268025859 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 14753197 984639 4943591 Historic Preservation & Conservation: Historic Sites - Own and manage 12 historic sites, own and managed by local organizations 11 historic sites and market another 6 historic sites managed by other organizations. These historic sites are open to the public with more than 765,000 visitors annually. Interpret and communicate the history, stories, people, collections, architecture and landscape of each site to visitors. Serve the communities surrounding each historic site by providing educational programs, events and a special gathering place for community residents. Maintain the sites as good models of historic preservation and stewardship. 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. 13797229 3546676 1863808 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. 5236052 40000 3581170 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 bi-monthly 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. 3358400 0 1343708 Historic Preservation & Conservation: Membership Outreach - Educate the general public on the importance of and techniques for preserving the nation's architectural and cultural heritage. 1778852 0 881927 Historic Preservation & Conservation: Publications - Publications includes "Preservation" the bimonthly magazine chronicling individuals and programs working to save historic places: "Forum Bulletin", a scholarly journal serving a network of preservation professionals, students, and volunteers; and "Main Street Now", the journal of the Trust's Main Street Center, which works to transform communities through revitalization. Print publications are complemented by newsletters and online stories that foster knowledge and facilitate participation in public and private historic preservation projects. 5137252 0 2225635 38923730 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 0 1 1 1 0 0 1 249 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 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 2 0 X 0 0 0 Leslie Greene Bowman 2 0 X 0 0 0 Carolyn Schwenker Brody 3 0 X 0 0 0 Laura W Bush 2 0 X 0 0 0 Susan Chapman Hughes 2 0 X 0 0 0 Lawrence H Curtis 2 0 X 0 0 0 Kevin D Daniels 2 0 X 0 0 0 Jack Davis 2 0 X 0 0 0 Christopher J Elliman 2 0 X 0 0 0 Gloria Estefan 2 0 X 0 0 0 Paul Goldberger 2 0 X 0 0 0 Joe Grills 2 0 X 0 0 0 F Sheffield Hale 2 0 X 0 0 0 Irvin M Henderson 2 0 X 0 0 0 Jorge L Hernandez 2 0 X 0 0 0 Marilynn Wood Hill 2 0 X 0 0 0 Diane Keaton 2 0 X 0 0 0 Elizabeth Kennan 2 0 X 0 0 0 Nancy Killefer 2 0 X 0 0 0 Fernando Lloveras San Miguel 2 0 X 0 0 0 Marcia V Mayo 2 0 X 0 0 0 Vincent L Michael 2 0 X 0 0 0 F Joseph Moravec 2 0 X 0 0 0 Martin LJ Newman 2 0 X 0 0 0 Clement A Price 2 0 X 0 0 0 Marita Rivero 2 0 X 0 0 0 Charles Morgan Royce 2 0 X 0 0 0 Jeffrey H Schutz 2 0 X 0 0 0 Barbara G Sidway 2 0 X 0 0 0 Mary M Thompson 2 0 X 0 0 0 Timothy P Whalen 2 0 X 0 0 0 Kenneth R Woodcock 2 0 X 0 0 0 Nancy A Bliss 2 0 X 0 0 0 Edward Passarelli 2 0 X 0 0 0 Earl A Powell 2 0 X 0 0 0 Stephanie Toothman 2 0 X 0 0 0 Monica Miller 2 0 X 0 0 0 Mark McDonald 2 0 X 0 0 0 Linda Bruckheimer 2.00 0 X 0 0 0 Elizabeth Rohn Jeffe 2.00 0 X 0 0 0 Gay Ratliff 2.00 0 X 0 0 0 Daniel K Thorne 2.00 0 X 0 0 0 Kim J Trent 2.00 0 X 0 0 0 Cary Tyson 2.00 0 X 0 0 0 Stephanie Meeks 39.00 1 X 417366 0 46168 Paul Edmondson 39.00 1 X 222027 0 17951 Rosemarie Rae Balla 39.00 1 X 238114 0 32516 David Brown 40 0 X 293693 0 35092 Terry Richey 40 0 X 187904 0 30219 Tom Cassidy 40 0 X 168944 0 31613 Estevan Rael-Galvez 40 0 X 164025 0 20376 Doug Loescher 40 0 X 187917 0 11126 James Schwartz 40 0 X 166071 0 8288 Sam Kilpatrick 40 0 X 160790 0 17005 2206851 0 250354 36 0 1 0 ASGK Public Strategies LLC 730 North Franklin Street Suite 404 Chicago IL 60654 Consulting services 410057 Dataprise P O Box 62550 Baltimore MD 212642550 Information Technology Consulting 395529 The Compass Group 6815 Orinoco Ciurcle Bloomfield MI 483012936 Development consultant 344003 Avalon Consulting Group Inc 2030 M Street NW Suite 700 Washington DC 20036 Membership consultant 295545 Cambridge Associates LLC 125 High Street Boston MA 012202112 Investment advisor 429768 9 39465 1473040 247333 0 323653 25655489 2198333 27738980 Contract services/commissions 900099 1512546 1512546 0 0 Admissions/special events 900099 3852254 3852254 0 0 Advertising 541800 744433 0 744433 0 Reimbursement of expenses 900099 310434 310434 0 0 Partnership revenue 900099 0 0 0 0 0 0 0 0 6419667 2284869 0 -167053 2451922 0 0 0 0 1640498 0 0 1640498 1501022 0 439061 0 1061961 0 1061961 0 0 1061961 11148907 36501000 4007711 2120687 7141196 34380313 41521509 0 0 41521509 210926 247333 195136 15790 0 15790 0 0 0 0 0 0 754004 461629 292375 168274 124101 0 Insurance loss repayments 900099 159906 0 0 159906 Change in value of split interest agreements 900099 37476 37476 0 0 Other miscellaneous revenue 900099 544 544 0 0 0 0 0 0 197926 81173575 5881528 701481 46851586 X 4559233 4559233 0 0 12082 12082 0 0 877507 453258 310704 113545 0 0 0 0 18769783 14030941 2280755 2458087 625000 460750 82375 81875 1546174 1103017 218061 225096 1444275 1065009 190355 188911 0 0 0 0 187531 36616 150915 0 101672 8122 93550 0 0 0 0 0 129447 129447 1060438 869559 190879 0 5714755 4575368 305927 833460 0 0 0 0 1984504 1435430 151462 397612 958291 437878 498938 21475 0 0 0 0 2063346 1606039 244361 212946 1381842 1110153 80741 190948 0 0 0 0 0 0 0 0 247618 247618 0 0 0 0 0 0 254681 209674 22280 22727 689663 645710 23205 20748 Printing 2000264 1703743 12522 283999 Real estate 2692103 2339785 170852 181466 Maintenance 1176968 1123128 21984 31856 Property development 679703 679703 0 0 391913 210914 129741 51258 49548793 38923730 5179607 5445456 0 0 2104546 2441500 15592270 15148778 1562163 1035056 0 0 0 0 0 0 741178 662062 518906 574577 7926204 4043435 4907255 3882769 77038823 106300145 147391808 165898604 621981 581413 0 0 2132159 2152530 252611089 298677434 9711822 8236073 0 0 1987323 1555647 0 0 0 0 0 0 0 0 4861009 4996388 15167555 15863467 31727709 30651575 X 62275427 102394672 72331974 78757557 86275979 86873630 220883380 268025859 252611089 298677434 31624782 15517697 0 0 0 0 X 0 1 X 1 1 1 X 10048924 31386266 32697211 10206904 27738980 112078285 0 0 0 0 0 0 0 0 0 0 0 0 10048924 31386266 32697211 10206904 27738980 112078285 8753868 103324417 3091314 4894812 3559300 1454847 5426389 18426662 0 0 0 0 0 0 50873 188195 5141188 33925 197926 5612107 136117054 33261789 0.75909 0.72 X Part II, Line 10: Other income - Includes 1) Insurance loss repayments - 159,906; 2) Change in value of split interest agreements 37,476; 3) Other miscellaneous revenue - 544 for a total of 197,926. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1318 318443 319761 24658418 24978179 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 308707 178541 131287 319761 938296 250000 250000 250000 250000 1000000 1500000 0 14378 364 1318 16060 10 1 289435 0 307050 0 7940392 160653 1 1 X X X X 112 793.98 95 11 0 24 1 2340 132439 1 0 488470 X X X X 1 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 203307485 883871 5267814 238329 4091402 238081 204891358 0.37 0.32 0.31 0 0 0 0 0 0 5016267 1277221 3739046 0 0 0 0 0 2909937 2766214 143723 0 0 0 0 3882769 0 0 Other investments 155529165 F Investments in subsidiaries 10369439 C 165898604 0 Other liabilities 1575409 Emerson School Deposits Reserve 11906 Congressional Cemetery Endowment 4534820 Val-Kil Endowment 106880 Charitable Remainder Trusts 621351 Montpelier Foundation Endowment 8195099 Belle Grove Endowment 239814 Cliveden Board Endowment 578188 15863467 X 97729833 15517697 1442234 0 0 16959931 80769902 1060438 -656765 403673 81173575 50587354 1442234 0 0 656765 2098999 48488355 1060438 0 1060438 49548793 SchD_P02_S00_L04 Schedule D, Part II, Line 4 Number of states where property subject to conservation easements are located = 23 plus the District of Columbia for a total of 24. SchD_P02_S00_L05 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. SchD_P02_S00_L09 Schedule D, Part II, Line 9 Expenses relating to the administration of the National Trust's easement program are included as program-related expenses in the expense statement. Easements are not included on the balance sheet. SchD_P03_S00_L01 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, and 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. SchD_P03_S00_L04 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. SchD_P05_S00_L04 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 the 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. SchD_P10_S00_L02 Schedule D, Part X, Line 2 The Trust accounts for uncertain tax positions in accordance with ASC 740. ASC 740 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 implementation of ASC 740 had no impact on the Trust's statement of financial position or statement of activities. The Trust does not believe its financial statements include any uncertain tax positions. SchD_P11_S00_L04b Schedule D, Part XI, Line 4b Cost of goods sold, 461,629, plus Special event expenses, 195,136 for a total of 656,765. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Cost of goods sold (461,629) and special event expenses (195,136) for a total of (656,765). 1 Central America and the Caribbean 0 0 Investments 39978093 Europe (including Iceland and Greenland) 0 0 Grantmaking 12082 0 0 39990175 Europe (including Iceland and Greenland) Preservation 12082 Wire transfer 0 1 1 1 0 1 1 1 0 SchF_P01_S00_L02 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 Vice President 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 Donor Services Group 6715 Sunset Boulevard Los Angeles CA 90028 Telemarketing services 0 246762 120083 126679 Harris Direct 6800 Owensmmouth Avenue Suite 200 Canoga Paqrk CA 91303 Telemarketing services 0 25482 9364 16118 272244 129447 142797 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 59798 46922 12876 0 0 0 0 0 17841 Wilson House Spring Event 34131 25861 8270 0 0 0 0 0 12835 5 364330 174550 189780 0 0 0 0 0 164460 458259 247333 210926 0 0 0 0 0 195136 195136 15790 1 A Hole in the Rock Foundation PO Box 476 Bluff UT 84512 841711795 10000 Save historic places. All Souls Church Unitarian 1500 Harvard Street NW Washington DC 20009 530196567 50000 Save historic places. Apollo Theatre Foundation Inc 253 W 125th Street New York NY 10027 133630066 75000 Save historic places. Asbury United Methodist Church 8760 Georgetown Road Chestertown MD 21620 522238170 25000 Save historic places. Association for the Preservation of the Historic Congressional Cemetery 1801 E Street SE Washington DC 20003 521071828 245045 Save historic places. Belle Grove Inc PO Box 137 Middletown VA 226450000 541047175 116424 Save historic places. Brucemore Inc David Janssen 2160 Linden Drive SE Cedar Rapids IA 52403 421170531 25929 Save historic places. Castalia Community Development Corporation 10445 Lancaster Road PO Box 149 Castalia NC 27816 561735003 20500 Save historic places. Chattahoochee County Historic Preservation Society Inc PO Box 2 133 Sandy Street Cusetta GA 31805 582139070 10000 Save historic places. Cleveland Restoration Society 3751 Prospect Avenue Cleveland OH 441152705 237218767 8000 Save historic places. Cliveden Inc 6401 Germantown Avenue Philadelphia PA 19144 232232675 95812 Save historic places. Columbus Landmarks Foundation 61 Jefferson Avenue Columbus OH 43215 310914612 8000 Save historic places. Cornerstones Community Partnerships PO Box 2341 227 Otero Street Santa Fe NM 87501 850425771 6000 Save historic places. Crispus Attucks Association DBA Crispus Attucks Association of York PA 605 South Duke Street York PA 17401 412002355 15000 Save historic places. Crossroad Corporation for Affordable Housing & Community Development Inc 3623 Latrobe Drive Charlotte NC 28211 262787742 20000 Save historic places. Cumbres and Toltec Scenic Railroad Commission PO Box 561 Antonito CO 81120 840729535 8250 Save historic places. DC Preservation League 401 F Street NW No 324 Washington DC 20001 521038849 10000 Save historic places. Door to History Inc 23 T Street Hull MA 02045 460686166 25000 Save historic places. Downtown Annapolis Partnership 145 Gorman Street 3rd Floor Annapolis MD 21401 264016912 25000 Save historic places. Dumbarton Oaks Park 4312 Yuma Street NW Washington DC 20016 274197533 50000 Save historic places. Fort Des Moines Memorial Park 75 East Army Post Road Des Moines IA 50315 421468327 15000 Save historic places. Friends of Miami Marine Stadium 1390 Ocean Drive No 207 Miami Beach FL 33139 274383072 37655 Save historic places. Friends of Stanley Instit Inc PO Box 1199 Cambridge MD 216135199 521752964 12000 Save historic places. Friends of the Embassy Theater Inc 114 2nd Avenue Burnham PA 17009 251663561 10000 Save historic places. Gala Inc Grupo de Artistas DBA Gala Hispanic Theater 2437 15th Street NW Washington DC 20009 521064097 35000 Save historic places. Historic Charleston Foundation 40 East Bay Street Charleston SC 29401 576000599 10000 Save historic places. Historic Easton Inc PO Box 1071 Easton MD 21601 237309742 15000 Save historic places. Historic Elk Rapids Town Hall Association PO Box 386 Elk Rapids MI 49629 800561939 77000 Save historic places. Historic Kansas City Foundation Amanda Crawley 234 West 10th Street Kansas City MO 64105 237368504 52497 Save historic places. Historic Preservation League of Oregon 24 NW First Avenue No 274 Portland OR 97209 930697099 7500 Save historic places. Historic Seattle Preservation Foundation 1117 Minor Avenue Seattle WA 98101 911729777 10000 Save historic places. Hope Enterprise Corporation 4 Old River Pl A Jackson MS 39202 640851798 10000 Save historic places. Hosier Memorial United Methodist Church 2369 Hoopers Island Road PO Box 16 Fishing Creek MD 21634 521193124 10000 Save historic places. Independence Seaport Museum 211 S Columbus Boulevard Philadelphia PA 191063199 231584971 20000 Save historic places. Kennard Alumni Association Inc PO Box 213 Centreville MD 21617 300137016 7250 Save historic places. Kent County Arts Council Inc PO Box 330 Chestertown MD 21630 521236800 22500 Save historic places. Latin American Montessori Bilingual Public Charter Public School 1375 Missouri Street NW Washington DC 20011 522356681 80000 Save historic places. Living Classrooms Foundation Inc 802 S Caroline Street Baltimore MD 21231 521369524 25000 Save historic places. Lower East Side Tenement Museum 91 Orchard Street New York NY 10002 133475390 13690 Save historic places. Macauley Honors College Foundation 35 W 67th Street New York NY 10023 020534583 14876 Save historic places. Metropolitan African Methodist Episcopal Church 1518 M Street NW Washington DC 20005 520783755 90000 Save historic places. Montpelier Foundation PO Box 67 Matt Reeves Montpelier Station VA 22957 311620682 596035 Save historic places. Mount Vernon Ladies Association of the Union PO Box 110 Mount Vernon VA 221210110 540564701 100000 Save historic places. Museum of African American History 14 Beacon Street No 719 Boston MA 02108 042429556 6825 Save historic places. Oatlands Inc 20850 Oatlands Plantation Lane Leesburg VA 20175 541118635 51310 Save historic places. Panhandle Inn Foundation 301 Main Street PO Box 550 Panhandle TX 79068 264155883 10000 Save historic places. Pleasant Hill Baptist Church PO Box 181 Westminster SC 29693 570793952 20000 Save historic places. Preservation Alliance of Minnesota 416 Landmark Center 75 West 5th Street Saint Paul MN 55102 411427970 6315 Save historic places. Preservation Kentucky Inc PO Box 5192 Frankfort KY 40602 311665931 6670 Save historic places. Preservation New Jersey 310 West State Street Trenton NJ 08618 222344109 10000 Save historic places. Preservation Pennsylvania 257 North Street Harrisburg PA 17101 232219097 21423 Save historic places. Preservation Society of Charleston PO Box 521 Charleston SC 29402 570439524 12000 Save historic places. Rossia Inc DBA Russian Orthodox Sacred Sites in Alaska PO Box 212315 Anchorage AK 99521 710879791 10000 Save historic places. Round River Conservation Studies 287 W 400 No 105 Salt Lake City UT 84103 870499405 10000 Save historic places. San Antonio Conservation Society 107 King William Street San Antonio TX 782041312 746015382 22000 Save historic places. San Francisco Architectural Heritage 2007 Franklin Street San Francisco CA 94109 237135037 18068 Save historic places. Sangre de Cristo National Heritage Area PO Box 844 Alamosa CO 81101 800349819 10000 Save historic places. Save Historical Arlington House Inc PO Box 3689 McLean VA 22103 800507761 25000 Save historic places. Sixth and I Synagogue Inc 606 I Street NW Washington DC 20001 331036146 37500 Save historic places. Southwest Heritage Foundation Friends of the Edge of the Cedars Museum PO Box 46 Bluff UT 84512 351924435 5460 Save historic places. Stewards of the Coast & Redwoods PO Box 2 Duncan Mills CA 95430 943039895 10000 Save historic places. The Archaeological Conservancy 5301 Central Avenue NE Suite 902 Albuquerque NM 87108 953403273 7250 Save historic places. The Kentucky Trust for Historic Preservation PO Box 7485 Louisville KY 40204 611328391 7500 Save historic places. United State Lightship Museum Inc 1 Melvin Avenue Beverly MA 01915 264349122 12500 Save historic places. Washington National Cathedral Mount Saint Alban Washington DC 20016 530196604 105000 Save historic places. West Rowan Neighborhood Center Advisory Council PO Box 70 Cleveland NC 27013 560954519 13150 Save historic places. Whit House Historical Association Cory Folliard 1455 Pennsylvania Avenue NW Washington DC 20004 520749685 1000000 Save historic places. City of Alexandria Alexandria Archaeology Museum 105 N Union Street No 327 Alexandria VA 22314 546001103 15000 Save historic places. City of Greenbelt MD 15 Crescent Road Suite 2 Greenbelt MD 20770 526000793 75000 Save historic places. Fairfax County Park 12055 Government Center Parkway Fairfax VA 22035 540787833 75000 Save historic places. Grand Teton National Park 1 Warehouse Road Moose WY 83012 830322668 208500 Save historic places. Lincoln County 115 West Main Street Lincolnton NC 28092 566000315 20000 Save historic places. Montana Heritage Commission PO Box 338 Virginia City MT 59755 810302402 12680 Save historic places. National Park Service National Capitol Parks East 1318 Vermont Avenue Washington DC 20005 531977094 75000 Save historic places. National Park Service Rock Creek 3545 Williamsburg Lane NW Rock Creek Park Road Washington DC 20008 530197094 50000 Save historic places. State of California Cooper Molera Adobe Historic Sites Monterey State Historic Park Monterey CA 93940 510139529 6865 Save historic places. 76 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 For planning grants, which typically range from $2,500 to $5,000, the National Trust requires the grantee to complete a final report once the project is complete. The final report contains a project narrative, project financial information, and a copy of any product that results from the grant-funded project. Grantees have a year from the date funds were issued to complete this report. For brick and mortar project, which typically range between $10,000 to more than $100,000, the National Trust requires grantees to provide an interim report at the project's mid-point that updates the National Trust on the status of the project and any delays, changes to the scope of work, or obstacles that the project is facing. The National Trust requires a final report once the grant-funded portion of the project is complete. The final report contains a more detailed narrative and accounting along with photos showing the completed work. For these larger grants, we disperse 50% of grant funds when the grant is awarded and pay the remaining 50% once the project is complete and the grantee demonstrates through reporting that the project was completed in a manner consistent with the grant application and grant agreement. X X X X X 0 0 0 0 0 0 0 0 0 Stephanie Meeks 417366 0 0 0 0 0 29500 0 16668 0 463534 0 0 0 Paul Edmondson 222027 0 0 0 0 0 11391 0 6560 0 239978 0 0 0 Rosemarie Rae Balla 238114 0 0 0 0 0 12500 0 20016 0 270630 0 0 0 David Brown 293693 0 0 0 0 0 12500 0 22592 0 328785 0 0 0 Terry Richey 187904 0 0 0 0 0 9735 0 20484 0 218123 0 0 0 Doug Loescher 187917 0 0 0 0 0 4732 0 6394 0 199043 0 0 0 Tom Cassidy 168944 0 0 0 0 0 6750 0 24863 0 200557 0 0 0 James Schwartz 166071 0 0 0 0 0 8288 0 0 0 174359 0 0 0 Estevan Rael-Galvez 164025 0 0 0 0 0 8437 0 11939 0 184401 0 0 0 Sam Kilpatrick 160790 0 0 0 0 0 8160 0 8845 0 177795 0 0 0 SchJ_P01_S00_L03 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. X 48 1629405 Net proceeds, stock gifts X 1 568928 Sale of property 0 0 1 0 F990_P03_S00_L04d Form 990, Part III, Line 4d Historic Preservation & Conservation: Membership Outreach - Educate the general public on the importance of and techniques of preserving the nation's architectural and cultural heritage. F990_P04_S00_L23 Form 990, Part IV, Line 23 Loan Program Investments = 581,413 and Investments in Subsidiaries = 10,369,439 for a total of 10,950,852. F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 The National Trust for Historic Preservation in the United States is a member organization with 162,906 members. F990_P06_S0A_L07a 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. F990_P06_S0B_L11b 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: After preparation of the form by staff and reviewed by management and at a special telephonic meeting of the Board's Audit Committee. The draft was 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. The draft 990 was also reviewed by the independent accounting firm KPMG. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c The Organization's conflict of interest policy is sent to board members once a year, with a disclosure form that asks Trustees to describe interest in or relationships with both for-profit and non-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. F990_P06_S0B_L15 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 regularily 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. F990_P06_S0C_L17 Form 990, Part VI, Section C, Line 17 See Schedule O, Statement 3 F990_P06_S0C_L19 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. F990_P09_S00_L11g Form 990, Part IX, Line 11g Other fees for service includes 1) consulting fees (3,140,312), 2) Architectural fees (227,433), 3) Commissions (382,594), 4) telemarketing fees (186,975), 5) payroll processing (56,338), 6) technology consulting (318,410), 7) temporary employee fees (136,165), 8) catering services (527,321), 9) miscellaneous fees (739,207) for a total of 5,714,755. NT CDFI Inc 1785 Massachusetts Avenue NW Washington DC 20036 412138426 Community Development DE 501 (c) (3) 11 Type 1 NTHP 1 National Trust Insurance Services 24 Commerce Street Baltiimore MD 212023262 200590526 Insurance Agency MD N/A Unrelated 0 0 0 0 National Trust Community Investment Corporation 1785 Massachusetts Avenue NW Washington DC 20036 Community Investments DE NTHP C 7683061 11780946 1 1 Charitable Remainder Unitrusts - 4 - NTHP 1785 Massachusetts Avenue NW Washington DC 20036 Charitable Trusts DC N/A T 0 0 0 1 1 0 1 0 1 0 0 0 1 0 1 1 0 1 0 1 0 0 National Trust Community Investment Corporation a-iii 467046 Book Value National Trust Community Investment Corporation a-iv 204217 Book Value National Trust Community Investment Corporation d 23770 Book Value National Trust Community Investment Corporation l 64534 Book Value National Trust Community Investment Corporation o 60958 Book Value National Trust Community Investment Corporation f 728000 Book Value National Trust Community Investment Corporation m 18000 Book Value National Trust Community Investment Corporation q 394482 Book Value National Trust Insurance Services o 373 Book Value NT CDFI Inc c 125000 Book Value NT CDFI Inc o 8745 National Trust Community Investment Corporation e 4099