AMERICAN BATTLEFIELD TR: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
AMERICAN BATTLEFIELD TR (EIN 54-1426643)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-06-27
IRS object ID
201321789349300227
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-06-27T15:14:47-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN420714325EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line19737 WASHINGTONIAN BLVD 400AddressLine1
CityGAITHERSBURGCity
StateMDState
ZIP Code208787340ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN541426643EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CIVIL WAR PRESERVATION TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCIVINameControl
Phone3016651400Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11140 PROFESSIONAL COURTAddressLine1
CityHAGERSTOWNCity
StateMDState
ZIP Code21740ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameO JAMES LIGHTHIZERName
TitlePRESIDENTTitle
Phone3016651400Phone
Date Signed2013-06-27DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameWILLIAM E TURCO CPAName
PTINP00369217PTIN
Phone3012963600Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1CIVIL WAR TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonO JAMES LIGHTHIZERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11140 PROFESSIONAL COURTAddressLine1
CityHAGERSTOWNCity
StateMDState
ZIP Code21740ZIPCode
FieldValueIRS element (for citing)
Gross Receipts25316938GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.CIVILWAR.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1987YearFormation
State Legal DomicileVAStateLegalDomicile
Activity Or Mission DescriptionTHE 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body29NbrVotingMembersGoverningBody
Nbr Independent Voting Members28NbrIndependentVotingMembers
Total Nbr Employees59TotalNbrEmployees
Total Nbr Volunteers54TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year16511283ContributionsGrantsPriorYear
Contributions Grants Current Year24195603ContributionsGrantsCurrentYear
Program Service Revenue Prior Year181084ProgramServiceRevenuePriorYear
Program Service Revenue CY182971ProgramServiceRevenueCY
Investment Income Prior Year17621InvestmentIncomePriorYear
Investment Income Current Year-521019InvestmentIncomeCurrentYear
Other Revenue Prior Year160266OtherRevenuePriorYear
Other Revenue Current Year626551OtherRevenueCurrentYear
Total Revenue Prior Year16870254TotalRevenuePriorYear
Total Revenue Current Year24484106TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year5016182GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY4134070GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year2856996SalariesEtcPriorYear
Salaries Etc Current Year3159651SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year163659TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY149663TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year1464860TotalFundrsngExpCurrentYear
Other Expense Prior Year5391978OtherExpensePriorYear
Other Expenses Current Year6005887OtherExpensesCurrentYear
Total Expenses Prior Year13428815TotalExpensesPriorYear
Total Expenses Current Year13449271TotalExpensesCurrentYear
Revenues Less Expenses Prior Year3441439RevenuesLessExpensesPriorYear
Revenues Less Expenses CY11034835RevenuesLessExpensesCY
Total Assets BOY77445637TotalAssetsBOY
Total Assets EOY87986290TotalAssetsEOY
Total Liabilities BOY7338442TotalLiabilitiesBOY
Total Liabilities EOY6305192TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY70107195NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY81681098NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense7060645Expense
Grants4134070Grants
DescriptionLAND:IN 2012, THE CIVIL WAR PRESERVATION TRUST (THE "TRUST" , "CWT" OR "CWPT") ACHIEVED RECORD SUCCESS IN SAVING AMERICA'S UNPROTECTED CIVIL WAR BATTLEFIELDS ENDANGERED BY SPRAWL. THROUGH ACQUISITIONS AND GRANTS, THE TRUST PRESERVED 3,735 ACRES IN 39 COMPLETED TRANSACTIONS AT 25 BATTLEFIELDS IN 9 STATES, INCLUDING RESACA, GA, MILL SPRINGS, KY, PERRYVILLE, KY, ROWLETT'S STATION, KY, MANSFIELD, LA, AVERASBORO, NC, BENTONVILLE, NC, GETTYSBURG, PA, SHILOH, TN, FRANKLIN, TN, JOHNSONVILLE, TN, APPOMATTOX COURT HOUSE, VA, CEDAR CREEK, VA, CEDAR MOUNTAIN, VA, CHANCELLORSVILLE, VA, COOL SPRING, VA, CROSS KEYS, VA, GAINES MILL, VA, KELLY'S FORD, VA, MIDDLEBURG, VA, MINE RUN, VA, PETERSBURG, VA, TOM'S BROOK, VA, WILDERNESS, VA AND SUMMIT POINT, 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.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense2635478Expense
Revenue182971Revenue
DescriptionMEMBERSHIP:THE CIVIL WAR PRESERVATION TRUST IS A MEMBERSHIP-BASED ORGANIZATION WITH MORE THAN 51,000 ACTIVE MEMBERS. EACH QUARTER, EVERY MEMBER RECEIVES OUR 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 980 INDIVIDUALS AT THE END OF 2012. AT THE END OF 2012, THE TRUST ALSO ENJOYED THE SUPPORT OF NEARLY 140,000 FACEBOOK FANS, OPENING UP A NEW POOL OF POTENTIAL FUTURE DONORS AND SUPPORTERS.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense1568130Expense
Revenue224292Revenue
DescriptionEDUCATION:IN 2012, THE EDUCATION DEPARTMENT HOSTED ITS 11TH ANNUAL TEACHER INSTITUTE IN CHARLESTON, SOUTH CAROLINA. MORE THAN 150 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 LOS ANGELES, CALIFORNIA AND CHICAGO, ILLINOIS, WITH BETWEEN 40 AND 50 TEACHERS IN ATTENDANCE AT EACH. THE EDUCATION DEPARTMENT CREATED A CIVIL WAR HAVERSACK PROGRAM TO HOUSE THE NEW CIVIL WAR CURRICULUM FOR ELEMENTARY, MIDDLE AND HIGH SCHOOL TEACHERS ALONG WITH OTHER PHYSICAL AND DIGITAL TEACHING ASSETS. 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 RELEASED THE BOOK "THE CIVIL WAR KIDS 150," WHICH ENCOURAGES 8-12 YEAR-OLDS TO VISIT AND DO PARTICULAR THINGS IN ASSOCIATION WITH AND ON CIVIL WAR BATTLEFIELDS DURING THE ON-GOING 150TH COMMEMORATION OF THE CIVIL WAR.Description
FieldValueIRS element (for citing)
Total Program Service Expense11264253TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements1ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising1ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org1TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096114NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees59NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members29NbrVotingGoverningBodyMembers
Number Independent Voting Members28NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledAKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledALStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledARStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAZStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCOStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledDCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledDEStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledGAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledHIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledIAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledIDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledINStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledLAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMEStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMNStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMOStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNEStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNJStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNMStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNVStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledORStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledRIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledSCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledSDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledTNStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledTXStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledUTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledVAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledVTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWVStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWYStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1RUTH HUDSPETHBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3016651400TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11140 PROFESSIONAL COURTAddressLine1
CityHAGERSTOWNCity
StateMDState
ZIP Code21740ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (36 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
HENRY E SIMPSON
CHAIRMAN4.00XX000
MICHAEL GRAINGER
VICE-CHAIRMAN4.00XX000
HARRISON M BAINS JR
TREASURER4.00XX000
WILLIAM W VODRA
SECRETARY8.00XX000
DR MARY M ABROE
TRUSTEE0.30X000
TRACE ADKINS
TRUSTEE0.30X000
DON BARRETT
TRUSTEE0.30X000
CRICKET BAUER
TRUSTEE0.30X000
EDWIN C BEARSS
TRUSTEE0.30X000
KIRK J BRADLEY
TRUSTEE0.30X000
PAUL W BRYANT
TRUSTEE0.30X000
WALTER W BUCKLEY JR
TRUSTEE0.30X000
CARLTON B CRENSHAW
TRUSTEE3.00X000
JEFF DAHLGREN
TRUSTEE0.30X000
BEVERLY M DUBOSE III
TRUSTEE0.30X000
BRUCE C GOTTWALD
TRUSTEE0.30X000
WILLIAM J HUPP
TRUSTEE1.00X000
THOMAS H LAUER
TRUSTEE0.30X000
DUKE R LIGON
TRUSTEE0.30X000
JEFFREY P MCCLANATHAN
TRUSTEE0.10X000
JOHN L NAU III
TRUSTEE0.30X000
STEPHAN F NEWHOUSE
TRUSTEE0.30X000
DR LIBBY O'CONNELL
TRUSTEE0.30X000
JEFF RODEK
TRUSTEE0.30X000
J DENNIS SEXTON
TRUSTEE0.10X000
JEFF SHAARA
TRUSTEE0.30X000
W DENMAN ZIRKLE
TRUSTEE0.30X000
DOUG WALKER
TRUSTEE0.00X000
O JAMES LIGHTHIZER
PRESIDENT60.00XX202873072172
RONALD M COGSWELL
COO32.00X6352503438
RUTH E HUDSPETH
CFO50.00X98201014667
DAVID N DUNCAN
DIR - MEMBERSHIP & DEVELOPMENT50.00189543011508X
THOMAS M GILMORE
DIR - REAL ESTATE50.00157179026048X
SAMUEL F DELUCA
SENIOR VP - MAJOR GIVING50.00101784022698X
ROBERT C SHENK
DIR - INTERNET STRATEGY DEVELOPMENT45.00127540025608X
JAMES J CAMPI
DIR - POLICY & COMMUNICATIONS50.00129265014857X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1069910TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation190996TotalOtherCompensation
Number Individuals GT100 K6NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
ENVELOPES UNLIMITED
649 N HORNERS LANEROCKVILLEMD20850PRINTING, PRODUCTION & MAILING1294147
CARLTON FIELDS ATTORNEYS AT LAW
PO BOX 3239TAMPAFL336013239LEGAL SERVICES410994
ODELL SIMMS & LYNCH INC
7704 LEESBURG PIKEFALLS CHURCHVA22043DEVELOPMENT CONSULTING132268
WIDE AWAKE FILMS
315 DELAWARE ST 2ND FLOORKANSAS CITYMO64105CREATING ANIMATED MAPS124556
NEOTREKS INC
15270 BOVARY COURTCOLORADO SPRINGSCO80921CREATING BATTLE APPS FOR CIVIL119544
FieldValueIRS element (for citing)
Number Of Contractors GT100 K6NumberOfContractorsGT100K
Federated Campaigns178556FederatedCampaigns
Membership Dues3094553MembershipDues
Government Grants9820479GovernmentGrants
All Other Contributions11102015AllOtherContributions
Noncash Contributions1009860NoncashContributions
Total Contributions24195603TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionCONFERENCE REGISTRATIODescription
Business Code900099BusinessCode
Total Revenue Column182971TotalRevenueColumn
Related Or Exempt Function Income182971RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue182971TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column16737TotalRevenueColumn
Exclusion$16,737ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column304080TotalRevenueColumn
Exclusion$304,080ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real98179Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real0Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real98179Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column98179TotalRevenueColumn
Exclusion$98,179ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Other281175Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Other818931Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Other-537756Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-537756TotalRevenueColumn
Exclusion-$537,756ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory114470GrossSalesOfInventory
Cost Of Goods Sold13901CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column100569TotalRevenueColumn
Related Or Exempt Function Income100569RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
OTHER REVENUE900099116101116101
AFFINITY CARDS90009976227622
FieldValueIRS element (for citing)
Total Other Revenue123723TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column24484106TotalRevenueColumn
Related Or Exempt Function Income407263RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion-$118,760ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total4134070Total
Program Services4134070ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total843664Total
Program Services650599ProgramServices
Management And General55968ManagementAndGeneral
Fundraising137097Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1833348Total
Program Services1413802ProgramServices
Management And General121624ManagementAndGeneral
Fundraising297922Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total12936Total
Program Services9976ProgramServices
Management And General858ManagementAndGeneral
Fundraising2102Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total292423Total
Program Services225505ProgramServices
Management And General19399ManagementAndGeneral
Fundraising47519Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total177280Total
Program Services136711ProgramServices
Management And General11761ManagementAndGeneral
Fundraising28808Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total428631Total
Program Services8811ProgramServices
Management And General412533ManagementAndGeneral
Fundraising7287Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total33500Total
Program Services23450ProgramServices
Management And General3350ManagementAndGeneral
Fundraising6700Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total149663Total
Fundraising149663Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total440248Total
Program Services350773ProgramServices
Management And General11756ManagementAndGeneral
Fundraising77719Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total106769Total
Program Services106699ProgramServices
Management And General70ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total1636698Total
Program Services1151649ProgramServices
Management And General16391ManagementAndGeneral
Fundraising468658Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total389475Total
Program Services358706ProgramServices
Management And General7283ManagementAndGeneral
Fundraising23486Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total510626Total
Program Services406810ProgramServices
Management And General26930ManagementAndGeneral
Fundraising76886Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total131107Total
Program Services122627ProgramServices
Management And General4013ManagementAndGeneral
Fundraising4467Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total240521Total
Program Services227842ProgramServices
Management And General4245ManagementAndGeneral
Fundraising8434Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total96428Total
Program Services96428ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total178997Total
Program Services170351ProgramServices
Management And General4323ManagementAndGeneral
Fundraising4323Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total79131Total
Program Services73038ProgramServices
Management And General2572ManagementAndGeneral
Fundraising3521Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesFundraisingFundraisingManagement And GeneralManagementAndGeneral
MEMBERSHIP FULFILLMENT845472725528119944
LAND MAINTENANCE633206633206
EDUCATIONAL PROGRAMS161934161934
OTHER EXPENSES34900327951501955

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total58244Total
Program Services42943ProgramServices
Management And General15127ManagementAndGeneral
Fundraising174Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total13449271Total
Program Services11264253ProgramServices
Management And General720158ManagementAndGeneral
Fundraising1464860Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY174692BOY
EOY232625EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY9239908BOY
EOY8185141EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY185575BOY
EOY1080786EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY26226BOY
EOY100000EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY425406BOY
EOY532039EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis78103385LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec617672LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY67097426BOY
EOY77485713EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY234986BOY
EOY312528EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY61418BOY
EOY57458EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY77445637BOY
EOY87986290EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY281051BOY
EOY268918EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY56015BOY
EOY66825EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY5200000BOY
EOY5000000EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY1225000BOY
EOY250000EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY576376BOY
EOY719449EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY7338442BOY
EOY6305192EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY3649515BOY
EOY6424988EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY66457680BOY
EOY75256110EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY70107195BOY
EOY81681098EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY77445637BOY
EOY87986290EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses11034835ReconcilationRevenueExpenses
Reconcilation Other Changes539068ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years12026415CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years18901103CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years22356767CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year16511283CurrentTaxYearMinus1Year
Current Tax Year24732803CurrentTaxYear
Total94528371Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years12026415CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years18901103CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years22356767CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year16511283CurrentTaxYearMinus1Year
Current Tax Year24732803CurrentTaxYear
Total94528371Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total138996AmountsSubstContributorsTotal
Public Support Total17094389375PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years90502CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years104731CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years159382CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year134645CurrentTaxYearMinus1Year
Current Tax Year418996CurrentTaxYear
Total908256Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years331917CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years62616CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years57825CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year36926CurrentTaxYearMinus1Year
Current Tax Year124279CurrentTaxYear
Total613563Total
FieldValueIRS element (for citing)
Total Support96050190TotalSupport
Gross Receipts From Admissions Etc878217GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.98270PublicSupportPertcentage170
Public Support Pertcent Prior Year0.97870PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals85FilingOrganizationsTotals

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals188314FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals188399FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals12732592FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals12920991FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals796050FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals199013FilingOrganizationsTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3748162CurrentYearMinus3
Current Year Minus2633184CurrentYearMinus2
Current Year Minus1821631CurrentYearMinus1
Current Year796050CurrentYear
Total2999027Total
FieldValueIRS element (for citing)
Lobbying Ceiling$4,498,541LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus383119CurrentYearMinus3
Current Year Minus270283CurrentYearMinus2
Current Year Minus1133755CurrentYearMinus1
Current Year188399CurrentYear
Total475556Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3187041CurrentYearMinus3
Current Year Minus2158296CurrentYearMinus2
Current Year Minus1205408CurrentYearMinus1
Current Year199013CurrentYear
Total749758Total
FieldValueIRS element (for citing)
Grassroots Ceiling$1,124,637GrassrootsCeilingAmount

Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures

FieldValueIRS element (for citing)
Current Year Minus3288CurrentYearMinus3
Current Year Minus2182CurrentYearMinus2
Current Year Minus12031CurrentYearMinus1
Current Year85CurrentYear
Total2586Total

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Preservation Of Open SpaceXPreservationOfOpenSpace
Historic Land AreaXHistoricLandArea
Total Number Of Easements8TotalNumberOfEasements
Total Acreage237.00TotalAcreage
Nmbr States In Which Easements Held1NmbrStatesInWhichEasementsHeld
Written Policy Monitoring1WrittenPolicyMonitoring
Staff Hours Spent On Enforcement160.00StaffHoursSpentOnEnforcement
Expenses Incurred For Enforcement2900ExpensesIncurredForEnforcement
Sect170h Requirements Satisfied1Sect170hRequirementsSatisfied

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance66457680BeginningOfYearBalance
Contributions13689460Contributions
Other Expenditures4891030OtherExpenditures
End Of Year Balance75256110EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance64948567BeginningOfYearBalance
Contributions7830683Contributions
Other Expenditures6321570OtherExpenditures
End Of Year Balance66457680EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance53391340BeginningOfYearBalance
Contributions13300868Contributions
Other Expenditures1743641OtherExpenditures
End Of Year Balance64948567EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance832858BeginningOfYearBalance
Contributions56524504Contributions
Other Expenditures3966022OtherExpenditures
End Of Year Balance53391340EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance897512BeginningOfYearBalance
Contributions283925Contributions
Other Expenditures348579OtherExpenditures
End Of Year Balance832858EndOfYearBalance
FieldValueIRS element (for citing)
Term Endowment EOY Balance1.00000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis72639980OtherCostOrOtherBasis
Book Value72639980BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis3898908OtherCostOrOtherBasis
Depreciation189525Depreciation
Book Value3709383BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis1196579OtherCostOrOtherBasis
Depreciation246536Depreciation
Book Value950043BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis367918OtherCostOrOtherBasis
Depreciation181611Depreciation
Book Value186307BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings77485713TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
DEFERRED RENT$229,448
DEFERRED COMPENSATION PAYABLE$323,676
FAIR VALUE OF INTEREST RATE SWAP$166,325
FieldValueIRS element (for citing)
Total Of Amounts719449TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt25108590TotRevenueEtcAuditedFinclStmt
Donated Srvc And Use Of Facilities23283DonatedSrvcAndUseOfFacilities
Other Revenues587300OtherRevenues
Revenue Not Rptd F990610583RevenueNotRptdF990
Revenue Subtotal24498007RevenueSubtotal
Other Revenues Not Included-13901OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-13901RevenueNotRptdOnFinStmt
Total Revenue Per Form99024484106TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt12987399TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities23283DonatedServicesUseOfFacilities
Other Expenses Included66618OtherExpensesIncluded
Expenses Not Rptd F99089901ExpensesNotRptdF990
Expenses Subtotal12897498ExpensesSubtotal
Other Expenses Not Included551773OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt551773ExpensesNotRptdOnFinStmt
Total Expenses Per Form99013449271TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: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.
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:PART V, LINE 4:THE CIVIL WAR PRESERVATION TRUST HAS WORKED TO SAVE AND PRESERVE MORE THAN 34,000 ACRES OF BATTLEFIELD LAND AT 110 BATTLEFIELDS IN 20 DIFFERENT STATES. $72,639,980 OF THE TEMPORARILY RESTRICTED ENDOWMENT IS PRESERVED BATTLEFIELD LAND. THE REMAINING AMOUNTS ARE TO BE USED FOR LAND ACQUISITION AND OTHER SPECIFIED PROJECTS.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X, LINE 2:CWT (CIVIL WAR PRESERVATION TRUST) 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 PROTECTION)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, 2012. 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 2009.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CONSOLIDATED ENTITY ACTIVITIES - AMERICANS FOR BATTLEFIELD PROTECTION (AFBP) 20,100. CONSOLIDATED ENTITY ACTIVITIES - ENDANGERED BATTLEFIELD DEFENSE FUND (EBDF) 567,200.
PART XI, LINE 4B - OTHER ADJUSTMENTS:COST OF SALES REPORTED ON LINE 10B -13,901.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF SALES 13,901. CONSOLIDATED ENTITY ACTIVITIES - AFBP 23,707. CONSOLIDATED ENTITY ACTIVITIES - EBDF 29,010.
PART XII, LINE 4B - OTHER ADJUSTMENTS:501(C)(4) EXPENSES 14,573. GRANT TO EBDF, RELATED ENTITY 517,200. GRANT TO AFBP, RELATED ENTITY 20,000.
THE ORGANIZATION HAS A WRITTEN DOCUMENT REGARDING THE PERIODIC MONITORING, INSPECTION, VIOLATIONS, AND ENFORCEMENT OF THE CONSERVATION EASEMENTS IT HOLDS.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Agreement Ref Fundraising1AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsGross ReceiptsGrossReceiptsAmount Retained By ContractorAmountRetainedByContractorNet To OrganizationNetToOrganization
PUBLIC INTEREST COMM
7700 LEESBURG PIKE SUITE 301FALLS CHURCHVA22043PHONE SOLICITATIONS0302371739512842
ODELL SIMMS & LYNCH INC
7700 LEESBURG PIKE SUITE 2FALLS CHURCHVA22043CONSULTANT - FUNDRAISING CAMPAIGN, SPONSORSHIP & MAJOR DONOR00132268-132268
FieldValueIRS element (for citing)
Total Gross Receipts30237TotalGrossReceipts
Total Retained By Contractors149663TotalRetainedByContractors
Total Net To Organization-119426TotalNetToOrganization
Licensed StatesALLicensedStates
Licensed StatesAKLicensedStates
Licensed StatesAZLicensedStates
Licensed StatesARLicensedStates
Licensed StatesCALicensedStates
Licensed StatesCOLicensedStates
Licensed StatesCTLicensedStates
Licensed StatesDELicensedStates
Licensed StatesFLLicensedStates
Licensed StatesGALicensedStates
Licensed StatesHILicensedStates
Licensed StatesIDLicensedStates
Licensed StatesILLicensedStates
Licensed StatesINLicensedStates
Licensed StatesIALicensedStates
Licensed StatesKSLicensedStates
Licensed StatesKYLicensedStates
Licensed StatesLALicensedStates
Licensed StatesMELicensedStates
Licensed StatesMDLicensedStates
Licensed StatesMALicensedStates
Licensed StatesMILicensedStates
Licensed StatesMNLicensedStates
Licensed StatesMSLicensedStates
Licensed StatesMOLicensedStates
Licensed StatesMTLicensedStates
Licensed StatesNELicensedStates
Licensed StatesNVLicensedStates
Licensed StatesNHLicensedStates
Licensed StatesNJLicensedStates
Licensed StatesNMLicensedStates
Licensed StatesNYLicensedStates
Licensed StatesNCLicensedStates
Licensed StatesNDLicensedStates
Licensed StatesOHLicensedStates
Licensed StatesOKLicensedStates
Licensed StatesORLicensedStates
Licensed StatesPALicensedStates
Licensed StatesRILicensedStates
Licensed StatesSCLicensedStates
Licensed StatesSDLicensedStates
Licensed StatesTNLicensedStates
Licensed StatesTXLicensedStates
Licensed StatesUTLicensedStates
Licensed StatesVTLicensedStates
Licensed StatesVALicensedStates
Licensed StatesWALicensedStates
Licensed StatesWVLicensedStates
Licensed StatesWILicensedStates
Licensed StatesWYLicensedStates
Licensed StatesDCLicensedStates

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (22 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2Amount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
FRIENDS OF HARPERS FERRY NATIONAL HISTORICAL PARK
253 PROSPECT AVE 25425HARPERS FERRYWV25425204286082501(C)(3)26925APPRAISALS & EXTENSION OF CONTRACT ON 2.39 ACRE DRUMHELLER TRACT AT HARPERS FERRY, WV
CENTRAL VIRGINIA BATTLEFIELDS TRUST
PO BOX 3417FREDERICKSBURGVA22402541828344501(C)(3)95000TO AID IN ACQUISITION OF 13.95 ACRE PARTAIN TRACT, CHANCELLORSVILLE, VA
COMMONWEALTH OF KENTUCKY
500 MERO STFRANKFURTKY40601610600439GOVERN33955TO AID IN ACQUIRING CONSERVATION EASEMENT ON 15.565 ACRE SATTERLY TRACT, PERRYVILLE, KY
STATE OF MARYLAND DEPARTMENT OF NATURAL RESOURCES
580 TAYLOR AVEANNAPOLISMD21401526002033GOVERN12875APPRAISAL & TITLE SEARCH TO AID IN ACQUIRING CONSERVATION EASEMENT ON 272 ACRE BAPTIST CONVENTION TRACT, SOUTH MOUNTAIN, MD
COMMONWEALTH OF VIRGINIA DEPARTMENT OF HISTORIC RESOURCES
2801 KENSINGTON AVERICHMONDVA23221540805908GOVERN6000APPRAISAL TO AID IN ACQUIRING CONSERVATION EASEMENT ON 79.699 ACRE SIMPSON TRACT, SAILOR'S CREEK, VA
BLUE GRASS CONSERVANCY
380 S MILL ST206LEXINGTONKY40508611293032501(C)(3)202516APPRAISAL & AID IN ACQUIRING CONSERVATION EASEMENT ON 311.103 HANKLA TRACT, PERRYVILLE, KY
SHENANDOAH VALLEY BATTLEFIELD FOUND
PO BOX 897NEW MARKETVA22844542007460501(C)(3)50000TO AID IN ACQUIRING CONSERVATION EASEMENT ON 163.35 KIBLER TRACT, TOM'S BROOKS, VA
LAND CONSERVANCE OF ADAMS CO INC
670 OLD HARRISBURG RDGETTYSBURGPA17325232827874501(C)(3)9500APPRAISAL TO AID IN ACQUIRING CONSERVATION EASEMENT ON 53.11 ACRE MARINOS TRACT, GETTYSBURG, PA
SHENANDOAH VALLEY BATTLEFIELD FOUND
PO BOX 897NEW MARKETVA22844542007460501(C)(3)228000TO AID IN ACQUIRING CONSERVATION EASEMENT ON 83 ACRE MILLER TRACT, CROSS KEYS, VA
THE LAND TRUST FOR TENNESSEE INC
209 10TH AVESOUTHST 511NASHVILLETN37203621770549501(C)(3)14000TO AID IN ACQUISITION OF 19.043 ACRE ASHWORTH TRACT, NEW JOHNSONVILLE, TN
CENTRAL VIRGINIA BATTLEFIELDS TRUST
PO BOX 3417FREDERICKSBURGVA22402541828344501(C)(3)16279APPRAISAL & ENVIRONMENTAL TO AID IN ACQUISITION OF 81.0 ACRE LINK/ATKINS TRACT, WILDERNESS, VA
COMMONWEALTH OF VIRGINIA DEPARTMENT OF HISTORIC RESOURCES
2801 KENSINGTON AVERICHMONDVA23221540805908GOVERN1018678APPRAISAL, SURVEY, TITLE POLICY, & AID IN ACQUIRING CONSERVATION EASEMENT ON 964 ACRE TRIPLE S TRACT, KELLY'S FORD, VA
CIVIL WAR HELENA PROJECT
C/O SOUTHERN BANCORP CAPITALHELENAAR72342581766093501(C)(3)107016TO AID IN ACQUISITION OF 56 ACRE ESTEVEN HALL TRACT, HELENA, ARPARTNERS 502 CHERRY ST
LAND TRUST OF THE EASTERN PANHANDLE
PO BOX 2240MARTINSBURGWV254022240550742460501(C)(3)22500STEWARDSHIP FEES FOR ACQUISITION OF 270 CLAYMONT TRACT, SUMMITT POINT, WV
STATE OF MARYLAND DEPARTMENT OF NATURAL RESOURCES
580 TAYLOR AVEANNAPOLISMD21401526002033GOVERN12654APPRAISAL, ENVIRONMENTAL, & SURVEY TO AID IN THE ACQUISITION OF 14 ACRE TIEMAN TRACT, SOUTH MOUNTAIN, MD
RICHMOND BATTLEFIELDS ASSOC
10407 LEANDER DRGLEN ALLENVA23060542022908501(C)(3)82500TO AID IN ACQUISITION OF 7.3 ACRE NOLTE TRACT, COLD HARBOR, VA
COMMONWEALTH OF VIRGINIA DEPARTMENT OF HISTORIC RESOURCES
2801 KENSINGTON AVERICHMONDVA23221540805908GOVERN19100APPRAISAL & SURVEY TO AID IN ACQUIRING CONSERVATION EASEMENT ON 954.7 ACRE HOLY CROSS ABBEY, COOL SPRING, VA
US DEPT OF INTERIOR NATIONAL PARK SERVICE
200 CHESTNUT STPHILADELPHIAPA19106530197094GOVERN5633ENVIRONMENTAL TO AID IN ACQUIRING CONSERVATION EASEMENT ON 5 ACRE CLAPP TRACT, CEDAR CREEK, VA
ENDANGERED BATTLEFIELD DEFENSE
7777 WASHINGTON AVEHOUSTONTX77007271035136501(C)(3)517200GRANT TO PAY LOC
AMERICANS FOR BATTLEFIELD PRESERVATION
1156 15TH ST NW SUITE 900WASHINGTONDC20005043843239501(C)(4)20000GRANT FOR SET-UP
US DEPT OF INTERIOR NATIONAL PARK SERVICE
1849 C STREET NWWASHINGTONDC20240530197094GOVERNBATTLEFIELD PRESERVATION898354APPRAISALLAND
STATE OF NORTH CAROLINA DEPARTMENT OF CULTURAL RESOURCES
1321 MAIL SERVICE CENTERRALEIGHNC27699566062189GOVERNBATTLEFIELD PRESERVATION714129APPRAISALLAND
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants21TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations1TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, 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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
O JAMES LIGHTHIZER
PRESIDENT2028730000072172019630277008000
DAVID N DUNCAN
DIR - MEMBERSHIP & DEVELOPMENT1895430000011373020980203014000
THOMAS M GILMORE
DIR - REAL ESTATE1571790000078590201520185190000
ROBERT C SHENK
DIR - INTERNET STRATEGY DEVELOPMENT1275400000063770211560155073000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
Return ReferencePART I, LINE 4BReturnReference
ExplanationPART I, LINE 4B: O. JAMES LIGHTHIZER, PRESIDENT, PARTICIPATES IN DEFERRED COMPENSATION PLAN. THE ORGANIZATION CONTRIBUTED $43,500 TO THE PLAN IN THE CURRENT YEAR.Explanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1ECONOMIC DEVELOPMENT AUTHORITY SPOTSYLVANIA COUNTY VIRGINIABusinessNameLine1
FieldValueIRS element (for citing)
Issuer EIN541237426IssuerEIN
Date Issued2010-04-07DateIssued
Issue Price5400000IssuePrice
Description Of PurposeTO REFUND A PRIOR ISSUE DATED 05/22/07DescriptionOfPurpose
Defeased0Defeased
On Behalf Of Issuer0OnBehalfOfIssuer
Pool Financing0PoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Amount Retired400000AmountRetired
Total Proceeds5400000TotalProceeds
Other Spent Proceeds5400000OtherSpentProceeds
Year Of Subst Completion2010YearOfSubstCompletion
Current Refunding1CurrentRefunding
Advance Refunding0AdvanceRefunding
Final Allocation Made1FinalAllocationMade
Adequate Books And Recds Maintaind1AdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedProperty
Any Lease Arrangements0AnyLeaseArrangements
Mngment Cntrct Bond Financd Prprty0MngmentCntrctBondFinancdPrprty
Any Research Agreements0AnyResearchAgreements
Prcntge Prvt Business Use By Others0.00000PrcntgePrvtBusinessUseByOthers
Percentage Of Prvt Business Re UBI0.00000PercentageOfPrvtBusinessReUBI
Total Private Business Use0.00000TotalPrivateBusinessUse
Bond Iss Meet Prvt Security Pay Test0BondIssMeetPrvtSecurityPayTest
Change In Use Bond Financed Prop0ChangeInUseBondFinancedProp
Non Qualified Bond Remed Procdrs0NonQualifiedBondRemedProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiled
Rebate Not Due Yet0RebateNotDueYet
Exception To Rebate0ExceptionToRebate
No Rebate Due0NoRebateDue
Variable Rate Issue1VariableRateIssue
Hedge Identified In Books And Recds1HedgeIdentifiedInBooksAndRecds

Name Of Hedge Provider NameOfHedgeProvider

FieldValueIRS element (for citing)
Business Name Line1SUNTRUST BANKSBusinessNameLine1
Business Name Line2INCBusinessNameLine2
FieldValueIRS element (for citing)
Term Of Hedge10.000000000000TermOfHedge
Superintegrated Hedge0SuperintegratedHedge
Hedge Terminated0HedgeTerminated
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGIC
Gross Proceeds Invested0GrossProceedsInvested
Written Proc To Monitor Reqs0WrittenProcToMonitorReqs

Form990 Schedule K Part V Form990ScheduleKPartV

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Proc To Undertk Corrective Action1ProcToUndertkCorrectiveAction

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F9901060NoncashContribsRptdF990
Method Of Determining RevenuesCOSTMethodOfDeterminingRevenues

Real Estate Other RealEstateOther

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F9901008000NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISALSMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionCD'SDescription
Number Of Contributions100NumberOfContributions
Noncash Contribs Rptd F990800NoncashContribsRptdF990
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11AUDIT 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 12CWHENEVER 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 15CIVIL 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.
FORM 990, PART VI, SECTION C, LINE 19COPIES 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 -18,130. MANAGEMENT FEES PAID TO AN AFFILIATE-AFBP 5,426. 501(C)(4) EXPENSES 14,572. GRANT TO EBDF, RELATED ENTITY 517,200. GRANT TO AFBP, RELATED ENTITY 20,000.CHANGES IN NET ASSETS OR FUND BALANCES:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrgPublic Charity StatusPublicCharityStatus
AMERICANS FOR BATTLEFIELD PRESERVATION
1156 15TH ST NW SUITE 900WASHINGTONDC20005403843239SEE PART VII OF SCHEDULE RDC501(C)(4)CIVIL WAR PRESERVATION TRUST0
ENDANGERED BATTLEFIELD DEFENSE FUND
7777 WASHINGTON AVENUEHOUSTONTX77007271035136TO CARRY OUT THE PURPOSES OF THE CIVIL WAR PRESERVATION TRUSTVA501(C)(3)CIVIL WAR PRESERVATION TRUST0LINE 11A, I
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
AMERICANS FOR BATTLEFIELD PRESERVATION
C20000CASH
ENDANGERED BATTLEFIELD DEFENSE FUND
C517200CASH

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
IdentifierPRIMARY ACTIVITYIdentifier
Return ReferenceFORM 990, SCHEDULE R, PART II, LINE BReturnReference
ExplanationTHE 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.Explanation

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.