2013-06-27T15:14:47-05:00 2012-12-31 420714325 MCGLADREY LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2012-01-01 541426643 CIVIL WAR PRESERVATION TRUST CIVI 3016651400 1140 PROFESSIONAL COURT HAGERSTOWN MD 21740 O JAMES LIGHTHIZER 3016651400 2013-06-27 1 WILLIAM E TURCO CPA P00369217 3012963600 2012 2016-02-24 21:20:13Z CIVIL WAR TRUST O JAMES LIGHTHIZER 1140 PROFESSIONAL COURT HAGERSTOWN MD 21740 25316938 0 X WWW.CIVILWAR.ORG X 1987 VA THE PRESERVATION OF AMERICA'S SIGNIFICANT CIVIL WAR BATTLEFIELDS BY PROTECTING THE LAND AND EDUCATING THE PUBLIC ABOUT THE VITAL ROLES THOSE BATTLEFIELDS PLAYED IN DIRECTING THE COURSE OF OUR NATION'S HISTORY. 29 28 59 54 0 0 16511283 24195603 181084 182971 17621 -521019 160266 626551 16870254 24484106 5016182 4134070 0 0 2856996 3159651 163659 149663 1464860 5391978 6005887 13428815 13449271 3441439 11034835 77445637 87986290 7338442 6305192 70107195 81681098 X THE PRESERVATION OF AMERICA'S SIGNIFICANT CIVIL WAR BATTLEFIELDS BY PROTECTING THE LAND AND EDUCATING THE PUBLIC ABOUT THE VITAL ROLES THOSE BATTLEFIELDS PLAYED IN DIRECTING THE COURSE OF OUR NATION'S HISTORY. 0 0 7060645 4134070 LAND: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. 2635478 182971 MEMBERSHIP: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. 1568130 224292 EDUCATION: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. 11264253 1 1 0 1 0 0 1 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 114 0 1 59 1 0 0 0 0 0 1 1 0 0 0 0 X 29 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MS MN MO MT NC ND NE NJ NH NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV WY X X RUTH HUDSPETH 3016651400 1140 PROFESSIONAL COURT HAGERSTOWN MD 21740 HENRY E SIMPSON 4.00 X X 0 0 0 MICHAEL GRAINGER 4.00 X X 0 0 0 HARRISON M BAINS JR 4.00 X X 0 0 0 WILLIAM W VODRA 8.00 X X 0 0 0 DR MARY M ABROE 0.30 X 0 0 0 TRACE ADKINS 0.30 X 0 0 0 DON BARRETT 0.30 X 0 0 0 CRICKET BAUER 0.30 X 0 0 0 EDWIN C BEARSS 0.30 X 0 0 0 KIRK J BRADLEY 0.30 X 0 0 0 PAUL W BRYANT 0.30 X 0 0 0 WALTER W BUCKLEY JR 0.30 X 0 0 0 CARLTON B CRENSHAW 3.00 X 0 0 0 JEFF DAHLGREN 0.30 X 0 0 0 BEVERLY M DUBOSE III 0.30 X 0 0 0 BRUCE C GOTTWALD 0.30 X 0 0 0 WILLIAM J HUPP 1.00 X 0 0 0 THOMAS H LAUER 0.30 X 0 0 0 DUKE R LIGON 0.30 X 0 0 0 JEFFREY P MCCLANATHAN 0.10 X 0 0 0 JOHN L NAU III 0.30 X 0 0 0 STEPHAN F NEWHOUSE 0.30 X 0 0 0 DR LIBBY O'CONNELL 0.30 X 0 0 0 JEFF RODEK 0.30 X 0 0 0 J DENNIS SEXTON 0.10 X 0 0 0 JEFF SHAARA 0.30 X 0 0 0 W DENMAN ZIRKLE 0.30 X 0 0 0 DOUG WALKER 0.00 X 0 0 0 O JAMES LIGHTHIZER 60.00 X X 202873 0 72172 RONALD M COGSWELL 32.00 X 63525 0 3438 RUTH E HUDSPETH 50.00 X 98201 0 14667 DAVID N DUNCAN 50.00 X 189543 0 11508 THOMAS M GILMORE 50.00 X 157179 0 26048 SAMUEL F DELUCA 50.00 X 101784 0 22698 ROBERT C SHENK 45.00 X 127540 0 25608 JAMES J CAMPI 50.00 X 129265 0 14857 1069910 0 190996 6 0 1 0 ENVELOPES UNLIMITED 649 N HORNERS LANE ROCKVILLE MD 20850 PRINTING, PRODUCTION & MAILING 1294147 CARLTON FIELDS ATTORNEYS AT LAW PO BOX 3239 TAMPA FL 336013239 LEGAL SERVICES 410994 ODELL SIMMS & LYNCH INC 7704 LEESBURG PIKE FALLS CHURCH VA 22043 DEVELOPMENT CONSULTING 132268 WIDE AWAKE FILMS 315 DELAWARE ST 2ND FLOOR KANSAS CITY MO 64105 CREATING ANIMATED MAPS 124556 NEOTREKS INC 15270 BOVARY COURT COLORADO SPRINGS CO 80921 CREATING BATTLE APPS FOR CIVIL 119544 6 178556 3094553 9820479 11102015 1009860 24195603 CONFERENCE REGISTRATIO 900099 182971 182971 182971 16737 16737 304080 304080 98179 0 98179 98179 98179 281175 818931 -537756 -537756 -537756 114470 13901 100569 100569 OTHER REVENUE 900099 116101 116101 AFFINITY CARDS 900099 7622 7622 123723 24484106 407263 0 -118760 4134070 4134070 843664 650599 55968 137097 1833348 1413802 121624 297922 12936 9976 858 2102 292423 225505 19399 47519 177280 136711 11761 28808 428631 8811 412533 7287 33500 23450 3350 6700 149663 149663 440248 350773 11756 77719 106769 106699 70 1636698 1151649 16391 468658 389475 358706 7283 23486 510626 406810 26930 76886 131107 122627 4013 4467 240521 227842 4245 8434 96428 96428 178997 170351 4323 4323 79131 73038 2572 3521 MEMBERSHIP FULFILLMENT 845472 725528 119944 LAND MAINTENANCE 633206 633206 EDUCATIONAL PROGRAMS 161934 161934 OTHER EXPENSES 34900 32795 1955 150 58244 42943 15127 174 13449271 11264253 720158 1464860 174692 232625 9239908 8185141 185575 1080786 26226 100000 425406 532039 78103385 617672 67097426 77485713 234986 312528 61418 57458 77445637 87986290 281051 268918 56015 66825 5200000 5000000 1225000 250000 576376 719449 7338442 6305192 X 3649515 6424988 66457680 75256110 70107195 81681098 77445637 87986290 X 11034835 539068 X 0 1 X 1 1 1 X 12026415 18901103 22356767 16511283 24732803 94528371 12026415 18901103 22356767 16511283 24732803 94528371 138996 94389375 90502 104731 159382 134645 418996 908256 331917 62616 57825 36926 124279 613563 96050190 878217 0.98270 0.97870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 85 188314 188399 12732592 12920991 796050 199013 0 0 748162 633184 821631 796050 2999027 4498541 83119 70283 133755 188399 475556 187041 158296 205408 199013 749758 1124637 288 182 2031 85 2586 X X 8 237.00 1 1 160.00 2900 1 66457680 13689460 4891030 75256110 64948567 7830683 6321570 66457680 53391340 13300868 1743641 64948567 832858 56524504 3966022 53391340 897512 283925 348579 832858 1.00000 0 0 72639980 72639980 3898908 189525 3709383 1196579 246536 950043 367918 181611 186307 77485713 DEFERRED RENT 229448 DEFERRED COMPENSATION PAYABLE 323676 FAIR VALUE OF INTEREST RATE SWAP 166325 719449 X 25108590 23283 587300 610583 24498007 -13901 -13901 24484106 12987399 23283 66618 89901 12897498 551773 551773 13449271 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. X X 1 PUBLIC INTEREST COMM 7700 LEESBURG PIKE SUITE 301 FALLS CHURCH VA 22043 PHONE SOLICITATIONS 0 30237 17395 12842 ODELL SIMMS & LYNCH INC 7700 LEESBURG PIKE SUITE 2 FALLS CHURCH VA 22043 CONSULTANT - FUNDRAISING CAMPAIGN, SPONSORSHIP & MAJOR DONOR 0 0 132268 -132268 30237 149663 -119426 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC 1 FRIENDS OF HARPERS FERRY NATIONAL HISTORICAL PARK 253 PROSPECT AVE 25425 HARPERS FERRY WV 25425 204286082 501(C)(3) 26925 APPRAISALS & EXTENSION OF CONTRACT ON 2.39 ACRE DRUMHELLER TRACT AT HARPERS FERRY, WV CENTRAL VIRGINIA BATTLEFIELDS TRUST PO BOX 3417 FREDERICKSBURG VA 22402 541828344 501(C)(3) 95000 TO AID IN ACQUISITION OF 13.95 ACRE PARTAIN TRACT, CHANCELLORSVILLE, VA COMMONWEALTH OF KENTUCKY 500 MERO ST FRANKFURT KY 40601 610600439 GOVERN 33955 TO AID IN ACQUIRING CONSERVATION EASEMENT ON 15.565 ACRE SATTERLY TRACT, PERRYVILLE, KY STATE OF MARYLAND DEPARTMENT OF NATURAL RESOURCES 580 TAYLOR AVE ANNAPOLIS MD 21401 526002033 GOVERN 12875 APPRAISAL & 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 AVE RICHMOND VA 23221 540805908 GOVERN 6000 APPRAISAL TO AID IN ACQUIRING CONSERVATION EASEMENT ON 79.699 ACRE SIMPSON TRACT, SAILOR'S CREEK, VA BLUE GRASS CONSERVANCY 380 S MILL ST206 LEXINGTON KY 40508 611293032 501(C)(3) 202516 APPRAISAL & AID IN ACQUIRING CONSERVATION EASEMENT ON 311.103 HANKLA TRACT, PERRYVILLE, KY SHENANDOAH VALLEY BATTLEFIELD FOUND PO BOX 897 NEW MARKET VA 22844 542007460 501(C)(3) 50000 TO AID IN ACQUIRING CONSERVATION EASEMENT ON 163.35 KIBLER TRACT, TOM'S BROOKS, VA LAND CONSERVANCE OF ADAMS CO INC 670 OLD HARRISBURG RD GETTYSBURG PA 17325 232827874 501(C)(3) 9500 APPRAISAL TO AID IN ACQUIRING CONSERVATION EASEMENT ON 53.11 ACRE MARINOS TRACT, GETTYSBURG, PA SHENANDOAH VALLEY BATTLEFIELD FOUND PO BOX 897 NEW MARKET VA 22844 542007460 501(C)(3) 228000 TO AID IN ACQUIRING CONSERVATION EASEMENT ON 83 ACRE MILLER TRACT, CROSS KEYS, VA THE LAND TRUST FOR TENNESSEE INC 209 10TH AVESOUTHST 511 NASHVILLE TN 37203 621770549 501(C)(3) 14000 TO AID IN ACQUISITION OF 19.043 ACRE ASHWORTH TRACT, NEW JOHNSONVILLE, TN CENTRAL VIRGINIA BATTLEFIELDS TRUST PO BOX 3417 FREDERICKSBURG VA 22402 541828344 501(C)(3) 16279 APPRAISAL & ENVIRONMENTAL TO AID IN ACQUISITION OF 81.0 ACRE LINK/ATKINS TRACT, WILDERNESS, VA COMMONWEALTH OF VIRGINIA DEPARTMENT OF HISTORIC RESOURCES 2801 KENSINGTON AVE RICHMOND VA 23221 540805908 GOVERN 1018678 APPRAISAL, 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 CAPITAL PARTNERS 502 CHERRY ST HELENA AR 72342 581766093 501(C)(3) 107016 TO AID IN ACQUISITION OF 56 ACRE ESTEVEN HALL TRACT, HELENA, AR LAND TRUST OF THE EASTERN PANHANDLE PO BOX 2240 MARTINSBURG WV 254022240 550742460 501(C)(3) 22500 STEWARDSHIP FEES FOR ACQUISITION OF 270 CLAYMONT TRACT, SUMMITT POINT, WV STATE OF MARYLAND DEPARTMENT OF NATURAL RESOURCES 580 TAYLOR AVE ANNAPOLIS MD 21401 526002033 GOVERN 12654 APPRAISAL, ENVIRONMENTAL, & SURVEY TO AID IN THE ACQUISITION OF 14 ACRE TIEMAN TRACT, SOUTH MOUNTAIN, MD RICHMOND BATTLEFIELDS ASSOC 10407 LEANDER DR GLEN ALLEN VA 23060 542022908 501(C)(3) 82500 TO AID IN ACQUISITION OF 7.3 ACRE NOLTE TRACT, COLD HARBOR, VA COMMONWEALTH OF VIRGINIA DEPARTMENT OF HISTORIC RESOURCES 2801 KENSINGTON AVE RICHMOND VA 23221 540805908 GOVERN 19100 APPRAISAL & 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 ST PHILADELPHIA PA 19106 530197094 GOVERN 5633 ENVIRONMENTAL TO AID IN ACQUIRING CONSERVATION EASEMENT ON 5 ACRE CLAPP TRACT, CEDAR CREEK, VA ENDANGERED BATTLEFIELD DEFENSE 7777 WASHINGTON AVE HOUSTON TX 77007 271035136 501(C)(3) 517200 GRANT TO PAY LOC AMERICANS FOR BATTLEFIELD PRESERVATION 1156 15TH ST NW SUITE 900 WASHINGTON DC 20005 043843239 501(C)(4) 20000 GRANT FOR SET-UP US DEPT OF INTERIOR NATIONAL PARK SERVICE 1849 C STREET NW WASHINGTON DC 20240 530197094 GOVERN 898354 APPRAISAL LAND BATTLEFIELD PRESERVATION STATE OF NORTH CAROLINA DEPARTMENT OF CULTURAL RESOURCES 1321 MAIL SERVICE CENTER RALEIGH NC 27699 566062189 GOVERN 714129 APPRAISAL LAND BATTLEFIELD PRESERVATION 21 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. X X X X 0 1 0 0 0 0 0 0 0 O JAMES LIGHTHIZER 202873 0 0 0 0 0 72172 0 1963 0 277008 0 0 0 DAVID N DUNCAN 189543 0 0 0 0 0 11373 0 2098 0 203014 0 0 0 THOMAS M GILMORE 157179 0 0 0 0 0 7859 0 20152 0 185190 0 0 0 ROBERT C SHENK 127540 0 0 0 0 0 6377 0 21156 0 155073 0 0 0 PART I, LINE 4B PART I, LINE 4B: O. JAMES LIGHTHIZER, PRESIDENT, PARTICIPATES IN DEFERRED COMPENSATION PLAN. THE ORGANIZATION CONTRIBUTED $43,500 TO THE PLAN IN THE CURRENT YEAR. A ECONOMIC DEVELOPMENT AUTHORITY SPOTSYLVANIA COUNTY VIRGINIA 541237426 2010-04-07 5400000 TO REFUND A PRIOR ISSUE DATED 05/22/07 0 0 0 A 400000 5400000 5400000 2010 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 0 1 1 SUNTRUST BANKS INC 10.000000000000 0 0 0 0 0 A 1 X 1060 COST X 2 1008000 APPRAISALS X CD'S 100 800 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 AUDIT COMMITTEE MEMBERS, CHAIRMAN OF THE CWPT BOARD, PRESIDENT, COO, CFO AND KEY EMPLOYEES REVIEW THE 990 INITIALLY. IF ANY CORRECTIONS NEED TO BE MADE, THE AUDITING FIRM IS NOTIFIED. AFTER THE CORRECTIONS, THE 990 IS THEN DISTRIBUTED TO THE WHOLE BOARD OF TRUSTEES BEFORE THE 990 IS FILED EITHER IN PAPER OR ELECTRONIC FORM. FORM 990, PART VI, SECTION B, LINE 12C WHENEVER A TRUSTEE HAS A POTENTIAL DIRECT OR INDIRECT PERSONAL INTEREST IN A PROPOSED TRANSACTION OF THE CORPORATION, HE SHALL DISCLOSE THE MATERIAL FACTS OF THE TRANSACTION, THE NATURE OF HIS POTENTIAL INTEREST IN THE TRANSACTION, AND ANY OTHER RELEVANT INFORMATION REGARDING THE TRANSACTION TO THE BOARD OF TRUSTEES. THEREAFTER, THE TRUSTEE SHALL NOT BE PERMITTED TO PARTICIPATE IN THE FINAL BOARD DELIBERATION REGARDING SUCH TRANSACTION, AND SHALL NOT BE PERMITTED TO VOTE ON SUCH TRANSACTION. THE BOARD OF TRUSTEES REVIEW THE CONFLICT OF INTEREST POLICY ON A YEARLY BASIS. FORM 990, PART VI, SECTION B, LINE 15 CIVIL WAR PRESERVATION TRUST WILL PAY SALARIES THAT ARE COMPETITIVE WITH THOSE PAID FOR COMPARABLE POSITIONS IN OTHER NON-PROFIT ORGANIZATIONS. EACH EMPLOYEE'S SALARY IS REVIEWED ANNUALLY. SALARY ADJUSTMENTS, IF ANY, WILL BE DISCUSSED AT THIS TIME AS WELL. SALARY ADJUSTMENTS WILL BE PREPARED AND RECOMMENDATIONS WILL BE MADE AT THE TIME THE BUDGET IS PRESENTED TO THE BOARD. IF APPROVED, THEY WILL BECOME EFFECTIVE AT THE PRESIDENT'S DISCRETION. THE PRESIDENT'S SALARY AND BENEFIT PACKAGE IS REVIEWED BY AN OUTSIDE CONSULTING FIRM AND THEN APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WILL BE PROVIDED UPON REQUEST TO THE PUBLIC. OUR AUDITED FINANCIALS AND FORM 990 ARE ON THE CIVIL WAR TRUST WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: 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. AMERICANS FOR BATTLEFIELD PRESERVATION 1156 15TH ST NW SUITE 900 WASHINGTON DC 20005 403843239 SEE PART VII OF SCHEDULE R DC 501(C)(4) CIVIL WAR PRESERVATION TRUST 0 ENDANGERED BATTLEFIELD DEFENSE FUND 7777 WASHINGTON AVENUE HOUSTON TX 77007 271035136 TO CARRY OUT THE PURPOSES OF THE CIVIL WAR PRESERVATION TRUST VA 501(C)(3) LINE 11A, I CIVIL WAR PRESERVATION TRUST 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 AMERICANS FOR BATTLEFIELD PRESERVATION C 20000 CASH ENDANGERED BATTLEFIELD DEFENSE FUND C 517200 CASH PRIMARY ACTIVITY FORM 990, SCHEDULE R, PART II, LINE B THE MISSION OF AMERICANS FOR BATTLEFIELD PRESERVATION (AFBP) IS TO PROMOTE AWARENESS OF THE PLIGHT OF OUR NATION'S REMAINING HALLOWED BATTLEGROUNDS. IT IS A STRICTLY NON-PARTISAN ORGANIZATION THAT SEEKS TO BUILD SUPPORT FOR BATTLEFIELD PRESERVATION AMONG ALL LAWMAKERS ON ALL LEVELS OF GOVERNMENT. THE ORGANIZATION'S PRIMARY FOCUS IS TO ENCOURAGE LAWMAKERS ON THE FEDERAL, STATE AND LOCAL LEVELS TO ALLOCATE PUBLIC FUNDS FOR BATTLEFIELD PRESERVATION. IN ADDITION, AFBP SUPPORTS LOCAL OFFICIALS FOR PUBLIC OFFICE IN A VERY LIMITED NUMBER OF TARGETED COMMUNITIES, PLUS TRAINS LOCAL PEOPLE ABOUT HOW TO SUCCESSFULLY CONDUCT COMMUNITY GRASSROOTS ORGANIZING, FUNDRAISING, AND EFFECTIVE USE OF MEDIA.