AMERICAN BATTLEFIELD TR: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN BATTLEFIELD TR (EIN 54-1426643)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-01
- IRS object ID
- 201202149349300210
- Schema version
- 2011v1.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-01T09:26:58-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9737 WASHINGTONIAN BLVD 400 | AddressLine1 |
| City | GAITHERSBURG | City |
| State | MD | State |
| ZIP Code | 208787340 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541426643 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIVIL WAR PRESERVATION TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CIVI | NameControl |
| Phone | 3016651400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 PROFESSIONAL COURT | AddressLine1 |
| City | HAGERSTOWN | City |
| State | MD | State |
| ZIP Code | 21740 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | O JAMES LIGHTHIZER | Name |
| Title | PRESIDENT | Title |
| Phone | 3016651400 | Phone |
| Date Signed | 2012-08-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM E TURCO CPA | Name |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIVIL WAR TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | O JAMES LIGHTHIZER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 PROFESSIONAL COURT | AddressLine1 |
| City | HAGERSTOWN | City |
| State | MD | State |
| ZIP Code | 21740 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16900528 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CIVILWAR.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 51 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 22356767 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 16511283 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 133977 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 181084 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 12530 | InvestmentIncomePriorYear |
| Investment Income Current Year | 17621 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 202691 | OtherRevenuePriorYear |
| Other Revenue Current Year | 160266 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 22705965 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16870254 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1680549 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5016182 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2629514 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2856996 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 175885 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 163659 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1484202 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5177729 | OtherExpensePriorYear |
| Other Expenses Current Year | 5391978 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9663677 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13428815 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 13042288 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3441439 | RevenuesLessExpensesCY |
| Total Assets BOY | 75079828 | TotalAssetsBOY |
| Total Assets EOY | 77445637 | TotalAssetsEOY |
| Total Liabilities BOY | 8372302 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7338442 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 66707526 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 70107195 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7585558 | Expense |
| Grants | 5016182 | Grants |
| Description | LAND:IN 2011, THE CIVIL WAR TRUST (CWT) CONTINUED TO ACHIEVE MAJOR SUCCESS IN SAVING AMERICA'S UNPROTECTED CIVIL WAR BATTLEFIELDS ENDANGERED BY SPRAWL. THROUGH ACQUISITIONS AND GRANTS, CWT PRESERVED 2,042 ACRES IN 39 COMPLETED TRANSACTIONS AT 25 BATTLEFIELDS IN 12 STATES, INCLUDING HOG MOUNTAIN, AL, NATURAL BRIDGE, FL, RESACA, GA, PERRYVILLE, KY, FORT DERUSSY, LA, WOOD LAKE, MN, BENTONVILLE, NC, CABIN CREEK, OK, GETTYSBURG, PA, ALLEN TIMBERS/SHILOH, TN, FORT DONELSON, TN, FORT SANDERS, TN, FRANKLIN, TN, PARKERS CROSSROADS, TN, CHANCELLORSVILLE, VA, COLD HARBOR, VA, GAINES MILL, VA, GLENDALE/FIRST DEEP BOTTOM, VA, MANASSAS, VA, THOROUGHFARE GAP, VA, TOM'S BROOK, VA, TREVILIAN STATION, VA, WILDERNESS, VA AND SHEPHERDSTOWN, WV. IN 2011 AND PARTICULARLY DURING THE UPCOMING SESQUICENTENNIAL ANNIVERSARY OF THE AMERICAN CIVIL WAR, CWT 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2689045 | Expense |
| Revenue | 181084 | Revenue |
| Description | MEMBERSHIP:THE CIVIL WAR TRUST IS A MEMBERSHIP-BASED ORGANIZATION. DURING THE COURSE OF 2011, WHILE MANY NON-PROFIT ORGANIZATIONS CONTINUED TO EXPERIENCE DECLINING MEMBERSHIP, CWT WAS ABLE TO RECRUIT ENOUGH NEW MEMBERS AND REACTIVATE LAPSED MEMBERS TO MAINTAIN APPROXIMATELY 53,000 ACTIVE MEMBERS FOR THE ENTIRE YEAR. 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 THE KEY PERIOD IN OUR NATION'S HISTORY, AND EDUCATES THEM DIRECTLY ON HISTORICAL ELEMENTS OF IMPORTANCE ABOUT THE CIVIL WAR AND LAND PRESERVATION. CWT 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. CWT 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 925 INDIVIDUALS AT THE END OF 2011. IN 2011, CWT ALSO GENERATED APPROXIMATELY 60,000 NEW FACEBOOK "FANS," OPENING UP A NEW POOL OF POTENTIAL DONORS AND SUPPORTERS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1218862 | Expense |
| Revenue | 44817 | Revenue |
| Description | EDUCATION:IN 2011, CWT'S EDUCATION DEPARTMENT HOSTED ITS 10TH ANNUAL TEACHER INSTITUTE IN NASHVILLE, TENNESSEE. MORE THAN 140 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 10 DAYS EACH IN GETTYSBURG, PENNSYLVANIA, AND BOSTON, MASSACHUSETTS, WITH BETWEEN 40 AND 50 TEACHERS IN ATTENDANCE AT EACH. THE EDUCATION DEPARTMENT CREATED A NEW CIVIL WAR CURRICULUM FOR ELEMENTARY, MIDDLE AND HIGH SCHOOL TEACHERS AND MADE IT AVAILABLE FREE OF CHARGE ON OUR WEB SITE. OUR TRAVELLING TRUNK PROGRAM MADE AVAILABLE THREE TRUNKS OF CIVIL WAR TEACHING TOOLS AND ACTIVITIES THAT TRAVELED THE COUNTRY THROUGHOUT THE SCHOOL YEAR. DEPARTMENT STAFF ALSO FACILITATED THE OPENING OF THE MINE RUN: PAYNE'S FARM BATTLEFIELD INTERPRETIVE TRAIL, AND RELEASED THE BOOK THE CIVIL WAR 150, WHICH ENCOURAGES PEOPLE 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 11493465 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 76 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 51 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ID | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TX | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH HUDSPETH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3016651400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 PROFESSIONAL COURT | AddressLine1 |
| City | HAGERSTOWN | City |
| State | MD | State |
| ZIP Code | 21740 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| HENRY E SIMPSON | ||||||||
| CHAIRMAN | 4.00 | X | X | 0 | 0 | 0 | ||
| MICHAEL GRAINGER | ||||||||
| VICE-CHAIRMAN | 4.00 | X | X | 0 | 0 | 0 | ||
| HARRISON M BAINS JR | ||||||||
| TREASURER | 4.00 | X | X | 0 | 0 | 0 | ||
| WILLIAM W VODRA | ||||||||
| SECRETARY | 4.00 | X | X | 0 | 0 | 0 | ||
| DR MARY M ABROE | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| TRACE ADKINS | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| DON BARRETT | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| CRICKET BAUER | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| EDWIN C BEARSS | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| KIRK J BRADLEY | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| PAUL W BRYANT | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| WALTER W BUCKLEY JR | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| CARLTON B CRENSHAW | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| JEFF DAHLGREN | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| BEVERLY M DUBOSE III | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| BRUCE C GOTTWALD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| WILLIAM J HUPP | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS H LAUER | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| DUKE R LIGON | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| JEFFREY P MCCLANATHAN | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| JOHN L NAU III | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| STEPHAN F NEWHOUSE | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| DR LIBBY O'CONNELL | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| JEFF RODEK | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| J DENNIS SEXTON | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| JEFF SHAARA | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| DOUG WALKER | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| W DENMAN ZIRKLE | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| CHILDS BURDEN | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| JOHN D HAYNES | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| O JAMES LIGHTHIZER | ||||||||
| TRUSTEE/PRESIDENT | 60.00 | X | X | 202873 | 0 | 71672 | ||
| RONALD M COGSWELL | ||||||||
| COO | 32.00 | X | 63525 | 0 | 3459 | |||
| RUTH E HUDSPETH | ||||||||
| CFO | 50.00 | X | 92632 | 0 | 12584 | |||
| DAVID N DUNCAN | ||||||||
| DIR OF MEMBERSHIP & DEVELOPMENT | 50.00 | 172836 | 0 | 10495 | X | |||
| THOMAS M GILMORE | ||||||||
| DIRECTOR OF REAL ESTATE | 50.00 | 151429 | 0 | 25879 | X | |||
| SAMUEL F DELUCA | ||||||||
| SENIOR VP FOR MAJOR GIVING | 50.00 | 101784 | 0 | 19660 | X | |||
| ROBERT C SHENK | ||||||||
| DIR OF INTERNET STRATEGY DEVEL. | 45.00 | 119417 | 0 | 23682 | X | |||
| JAMES J CAMPI | ||||||||
| DIR OF POLICY & COMMUNICATIONS | 50.00 | 118560 | 0 | 13541 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1023056 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 180972 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ENVELOPES UNLIMITED | |||||
| 649 N HORNERS LANE | ROCKVILLE | MD | 20850 | PRINTING, PRODUCTION & MAILING | 1041342 |
| PROGRESS PRINTING | |||||
| 2677 WATERLICK RD | LYNCHBURG | VA | 24502 | PRINT & MAIL QUARTERLY MAGAZINE | 160760 |
| ODELL SIMMS & LYNCH INC | |||||
| 7704 LEESBURG PIKE | FALLS CHURCH | VA | 22043 | DEVELOPMENT CONSULTING | 129130 |
| CONVIO INC | |||||
| PO BOX 671445 | DALLAS | TX | 75267 | WEBSITE HOST | 105824 |
| HILL STUDIO PC | |||||
| 120 WEST CAMBELL AVE SW | ROANOKE | VA | 24011 | CONSULTING - WILDERNESS BATTLEFIELD GATE | 103780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Membership Dues | 2831700 | MembershipDues |
| Related Organizations | 374356 | RelatedOrganizations |
| Government Grants | 2542452 | GovernmentGrants |
| All Other Contributions | 10762775 | AllOtherContributions |
| Noncash Contributions | 1168500 | NoncashContributions |
| Total Contributions | 16511283 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONFERENCE REGISTRATIO | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 181084 | TotalRevenueColumn |
| Related Or Exempt Function Income | 181084 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 181084 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19196 | TotalRevenueColumn |
| Exclusion | $19,196 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9430 | TotalRevenueColumn |
| Exclusion | $9,430 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 106019 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 106019 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 106019 | TotalRevenueColumn |
| Exclusion | $106,019 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 17013 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 18588 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -1575 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1575 | TotalRevenueColumn |
| Exclusion | -$1,575 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 19577 | GrossSalesOfInventory |
| Cost Of Goods Sold | 11686 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7891 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7891 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| OTHER REVENUE | 900099 | 31154 | 31154 |
| AFFINITY CARDS | 900099 | 5772 | 5772 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 36926 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16870254 | TotalRevenueColumn |
| Related Or Exempt Function Income | 225901 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $133,070 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5016182 | Total |
| Program Services | 5016182 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 812853 | Total |
| Program Services | 584670 | ProgramServices |
| Management And General | 85364 | ManagementAndGeneral |
| Fundraising | 142819 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1614961 | Total |
| Program Services | 1161612 | ProgramServices |
| Management And General | 169599 | ManagementAndGeneral |
| Fundraising | 283750 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9822 | Total |
| Program Services | 7065 | ProgramServices |
| Management And General | 1031 | ManagementAndGeneral |
| Fundraising | 1726 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 258780 | Total |
| Program Services | 186136 | ProgramServices |
| Management And General | 27176 | ManagementAndGeneral |
| Fundraising | 45468 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160580 | Total |
| Program Services | 115502 | ProgramServices |
| Management And General | 16864 | ManagementAndGeneral |
| Fundraising | 28214 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56123 | Total |
| Program Services | 43041 | ProgramServices |
| Management And General | 13082 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29900 | Total |
| Program Services | 20930 | ProgramServices |
| Management And General | 2990 | ManagementAndGeneral |
| Fundraising | 5980 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163659 | Total |
| Fundraising | 163659 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 353830 | Total |
| Program Services | 323308 | ProgramServices |
| Management And General | 6955 | ManagementAndGeneral |
| Fundraising | 23567 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88830 | Total |
| Program Services | 87850 | ProgramServices |
| Management And General | 980 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1861715 | Total |
| Program Services | 1280073 | ProgramServices |
| Management And General | 29756 | ManagementAndGeneral |
| Fundraising | 551886 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 265525 | Total |
| Program Services | 231544 | ProgramServices |
| Management And General | 11440 | ManagementAndGeneral |
| Fundraising | 22541 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 433239 | Total |
| Program Services | 309244 | ProgramServices |
| Management And General | 58310 | ManagementAndGeneral |
| Fundraising | 65685 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105835 | Total |
| Program Services | 92880 | ProgramServices |
| Management And General | 4704 | ManagementAndGeneral |
| Fundraising | 8251 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218555 | Total |
| Program Services | 205419 | ProgramServices |
| Management And General | 4591 | ManagementAndGeneral |
| Fundraising | 8545 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219144 | Total |
| Program Services | 219144 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146464 | Total |
| Program Services | 135938 | ProgramServices |
| Management And General | 5263 | ManagementAndGeneral |
| Fundraising | 5263 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57171 | Total |
| Program Services | 49995 | ProgramServices |
| Management And General | 3588 | ManagementAndGeneral |
| Fundraising | 3588 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| MEMBERSHIP FULFILLMENT | 918795 | 796146 | 122649 | |
| LAND MAINTENANCE | 434457 | 434457 | ||
| EDUCATIONAL PROGRAMS | 138792 | 138792 | ||
| OTHER EXPENSES | 30748 | 28432 | 152 | 2164 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32855 | Total |
| Program Services | 25105 | ProgramServices |
| Management And General | 7291 | ManagementAndGeneral |
| Fundraising | 459 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13428815 | Total |
| Program Services | 11493465 | ProgramServices |
| Management And General | 451148 | ManagementAndGeneral |
| Fundraising | 1484202 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 212626 | BOY |
| EOY | 174692 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9399515 | BOY |
| EOY | 9239908 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219848 | BOY |
| EOY | 185575 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 26226 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1510 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 318771 | BOY |
| EOY | 425406 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 67581153 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 483727 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64747639 | BOY |
| EOY | 67097426 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114541 | BOY |
| EOY | 234986 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65378 | BOY |
| EOY | 61418 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75079828 | BOY |
| EOY | 77445637 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 254367 | BOY |
| EOY | 281051 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55755 | BOY |
| EOY | 56015 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5400000 | BOY |
| EOY | 5200000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2200000 | BOY |
| EOY | 1225000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 462180 | BOY |
| EOY | 576376 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8372302 | BOY |
| EOY | 7338442 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1758959 | BOY |
| EOY | 3649515 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64948567 | BOY |
| EOY | 66457680 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66707526 | BOY |
| EOY | 70107195 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75079828 | BOY |
| EOY | 77445637 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3441439 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -41770 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14896796 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12026415 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18901103 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22356767 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16511283 | CurrentTaxYear |
| Total | 84692364 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14896796 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12026415 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18901103 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22356767 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16511283 | CurrentTaxYear |
| Total | 84692364 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 305595 | AmountsSubstContributorsTotal |
| Public Support Total170 | 84386769 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 249170 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 90502 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 104731 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 159382 | CurrentTaxYearMinus1Year |
| Current Tax Year | 134645 | CurrentTaxYear |
| Total | 738430 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 300185 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 331917 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 62616 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 57825 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36926 | CurrentTaxYear |
| Total | 789469 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 86220263 | TotalSupport |
| Gross Receipts From Admissions Etc | 593122 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.97870 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97960 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2031 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 131724 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 133755 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 13298860 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 13432615 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 821631 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 205408 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 546817 | CurrentYearMinus3 |
| Current Year Minus2 | 748162 | CurrentYearMinus2 |
| Current Year Minus1 | 633184 | CurrentYearMinus1 |
| Current Year | 821631 | CurrentYear |
| Total | 2749794 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,124,691 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 73589 | CurrentYearMinus3 |
| Current Year Minus2 | 83119 | CurrentYearMinus2 |
| Current Year Minus1 | 70283 | CurrentYearMinus1 |
| Current Year | 133755 | CurrentYear |
| Total | 360746 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 136704 | CurrentYearMinus3 |
| Current Year Minus2 | 187041 | CurrentYearMinus2 |
| Current Year Minus1 | 158296 | CurrentYearMinus1 |
| Current Year | 205408 | CurrentYear |
| Total | 687449 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,031,174 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 283 | CurrentYearMinus3 |
| Current Year Minus2 | 288 | CurrentYearMinus2 |
| Current Year Minus1 | 182 | CurrentYearMinus1 |
| Current Year | 2031 | CurrentYear |
| Total | 2784 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Historic Land Area | X | HistoricLandArea |
| Total Number Of Easements | 8 | TotalNumberOfEasements |
| Total Acreage | 237.00 | TotalAcreage |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 160.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 2504 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | 1 | Sect170hRequirementsSatisfied |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 64948567 | BeginningOfYearBalance |
| Contributions | 7830683 | Contributions |
| Other Expenditures | 6321570 | OtherExpenditures |
| End Of Year Balance | 66457680 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 53391340 | BeginningOfYearBalance |
| Contributions | 13300868 | Contributions |
| Other Expenditures | 1743641 | OtherExpenditures |
| End Of Year Balance | 64948567 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 832858 | BeginningOfYearBalance |
| Contributions | 56524504 | Contributions |
| Other Expenditures | 3966022 | OtherExpenditures |
| End Of Year Balance | 53391340 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 897512 | BeginningOfYearBalance |
| Contributions | 283925 | Contributions |
| Other Expenditures | 348579 | OtherExpenditures |
| End Of Year Balance | 832858 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment EOY Balance | 1.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 63761496 | OtherCostOrOtherBasis |
| Book Value | 63761496 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2299576 | OtherCostOrOtherBasis |
| Depreciation | 116154 | Depreciation |
| Book Value | 2183422 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1192911 | OtherCostOrOtherBasis |
| Depreciation | 216970 | Depreciation |
| Book Value | 975941 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 327170 | OtherCostOrOtherBasis |
| Depreciation | 150603 | Depreciation |
| Book Value | 176567 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 67097426 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED RENT | $190,481 |
| DEFERRED COMPENSATION PAYABLE | $237,700 |
| FAIR VALUE OF INTEREST RATE SWAP | $148,195 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 576376 | TotalOfAmounts |
| Total Revenue | 16870254 | TotalRevenue |
| Total Expenses | 13428815 | TotalExpenses |
| Excess Or Deficit For Year | 3441439 | ExcessOrDeficitForYear |
| Other | -$41,770 | OtherAmount |
| Total Adjustments | -41770 | TotalAdjustments |
| Excess Or Deficit Per FS | 3399669 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 16939000 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 4543 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 52517 | OtherRevenues |
| Revenue Not Rptd F990 | 57060 | RevenueNotRptdF990 |
| Revenue Subtotal | 16881940 | RevenueSubtotal |
| Other Revenues Not Included | -11686 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -11686 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16870254 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14040501 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 4543 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 619572 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 624115 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13416386 | ExpensesSubtotal |
| Other Expenses Not Included | 12429 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 12429 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13428815 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | CWPT AND EBDF ARE GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AFBP IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE. IN ADDITION, CWPT 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 CWPT, AFBP, NOR EBDF HAD NET UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2011. 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, CWPT, 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 PERCENT 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 CWPT, 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, CWPT, AFBP, AND EBDF ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES BEFORE 2008. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF THE SWAP -41,770. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CONSOLIDATED ENTITY ACTIVITIES - AFBP 2,517. CONSOLIDATED ENTITY ACTIVITIES - EBDF 50,000. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | COST OF SALES REPORTED ON LINE 10B -11,686. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COST OF SALES 11,686. CONSOLIDATED ENTITY ACTIVITIES - AFBP 22,504. CONSOLIDATED ENTITY ACTIVITIES - EBDF 585,382. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | 501(C)(4) EXPENSES 12,429. | |
| THE ORGANIZATION HAS A WRITTEN DOCUMENT REGARDING THE PERIODIC MONITORING, INSPECTION, VIOLATIONS, AND ENFORCEMENT OF THE CONSERVATION EASEMENTS IT HOLDS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| PUBLIC INTEREST COMM | ||||||||
| 7700 LEESBURG PIKE SUITE 301 | FALLS CHURCH | VA | 22043 | PHONE SOLICITATIONS | 0 | 33098 | 34529 | -1431 |
| ODELL SIMMS & LYNCH INC | ||||||||
| 7700 LEESBURG PIKE SUITE 2 | FALLS CHURCH | VA | 22043 | CONSULTANT - FUNDRAISING CAMPAIGN, SPONSORSHIP AND MAJOR DON | 0 | 0 | 129130 | -129130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 33098 | TotalGrossReceipts |
| Total Retained By Contractors | 163659 | TotalRetainedByContractors |
| Total Net To Organization | -130561 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
| Licensed States | DC | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (17 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|
| CENTRAL VA HISTORIC PRES FOUND | |||||||||
| 2109 BUCKEYE DR | RICHMOND | VA | 23228 | 421708410 | 501(C)(3) | 248000 | TO AID IN ACQUISITION OF 5.53 ACRE TRACT AT COLD HARBOR BATTLEFIELD | ||
| SHENANDOAH VALLEY BATTLEFIELD FOUND | |||||||||
| PO BOX 897 | NEW MARKET | VA | 22844 | 542007460 | 501(C)(3) | 125000 | TO AID IN ACQUIRING CONSERVATION EASEMENT ON GUINN TRACT, TOM'S BROOK, VA | ||
| SHENANDOAH VALLEY BATTLEFIELD FOUND | |||||||||
| PO BOX 897 | NEW MARKET | VA | 22844 | 542007460 | 501(C)(3) | 158157 | TO AID IN ACQUIRING CONSERVATION EASEMENT ON SPIKER TRACT, TOM'S BROOK, VA | ||
| THE CONSERVATION FUND | |||||||||
| 1655 N FT MYER DRST 1300 | ARLINGTON | VA | 222093199 | 521388917 | 501(C)(3) | 24863 | TO AID IN ACQUISITION OF GETTYSBURG COUNTRY CLUB, GETTYSBURG, PA | ||
| THE TRUST FOR PUBLIC LAND | |||||||||
| 202 TREMONT ST | CHATTANOOGA | TN | 37405 | 237222333 | 501(C)(3) | 100000 | TO AID IN ACQUIRING CONSERVATION EASEMENT AT RESACA, GA | ||
| BLUE GRASS CONSERVACY | |||||||||
| 380 S MILL ST205 | LEXINGTON | KY | 40508 | 611293032 | 501(C)(3) | 18288 | APPRAISAL, TITLE UPDATE, & SURVEY FOR CONSERVATION EASEMENT ON HANKLA TRACT, PERRYVILLE, KY | ||
| MINNESOTA HISTORICAL SOCIETY | |||||||||
| 345 W KELLOGG BLVD | ST PAUL | MN | 55102 | 410829432 | 501(C)(3) | 107386 | TO AID IN ACQUIRING CONSERVATION EASEMENT ON COULTER TRACT, WOOD LAKE, MN | ||
| TRUST FUND OF THE STATE OF FLORIDA | |||||||||
| 3900 COMMONWEALTH BLVD | TALLAHASSEE | FL | 32303 | 596007353 | GOVERNMENT | 20000 | TO AID IN ACQUISITION OF GERRELL TRACT, NATURAL BRIDGE, FL | ||
| FRIENDS OF FORT DERUSSY INC | |||||||||
| 7162 HWY 29 | COTTONPORT | LA | 71327 | 020672814 | 501(C)(3) | 8000 | TO AID IN ACQUISITION OF BORDELON INTEREST, FT. DERUSSY, LA | ||
| STATE OF TENNESSEE | |||||||||
| 401 CHURCH ST | NASHVILLE | TN | 37243 | 626001445 | GOVERNMENT | 180001 | TO AID IN ACQUISITION OF BRITT TRACT, PARKER'S CROSSROADS, TN | ||
| US DEPT OF INTERIOR NPS | |||||||||
| 200 CHESTNUT ST | PHILADELPHIA | PA | 19106 | 530197094 | GOVERNMENT | 25983 | APPRAISALS & ENVIRONMENTAL ON VARIOUS TRACTS TO AID IN ACQUISITION OF LLOYD TRACT, GETTYSBURG | ||
| LEGACY PARKS FOUNDATION | |||||||||
| 625 MARKET ST ST1203 | KNOXVILLE | TN | 37902 | 204631230 | 501(C)(3) | 10000 | TO AID IN ACQUISITION OF 70 ACRE TRACT ON KNOXVILLE BATTLEFIELD | ||
| JEFFERSON CO HISTORIC LANDMARKS COMM | |||||||||
| PO BOX 23 | CHARLES TOWN | WV | 25414 | 453213370 | GOVERNMENT | 117640 | TO AID IN THE ACQUISITION OF THE CEMENT MILL TRACT, SHEPHERDSTOWN, WV | ||
| US DEPT OF THE INTERIOR NPS | |||||||||
| 1849 C STREET NW | WASHINGTON | DC | 20240 | 530197094 | GOVERNMENT | 2494387 | BATTLEFIELD PRESERVATION | APPRAISAL | LAND |
| STATE OF NORTH CAROLINA DCR | |||||||||
| 1321 MAIL SERVICE CENTER | RALEIGH | NC | 27699 | 566062189 | GOVERNMENT | 1056843 | BATTLEFIELD PRESERVATION | APPRAISAL | LAND |
| COMMONWEALTH OF VIRGINIA DCR | |||||||||
| 203 GOVERNOR ST STE 302 | RICHMOND | VA | 23219 | 546004497 | GOVERNMENT | 121732 | BATTLEFIELD PRESERVATION | APPRAISAL | LAND |
| STATE OF TENNESSEE TN HISTORICAL COMMISSION | |||||||||
| 2941 LEBANON RD | NASHVILLE | TN | 37214 | 626001445 | GOVERNMENT | 186134 | BATTLEFIELD PRESERVATION | APPRAISAL | LAND |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 14 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| O JAMES LIGHTHIZER | |||||||||||||
| 202873 | 0 | 0 | 0 | 0 | 0 | 71672 | 0 | 1992 | 0 | 276537 | 0 | 0 | 0 |
| DAVID N DUNCAN | |||||||||||||
| 172836 | 0 | 0 | 0 | 0 | 0 | 10370 | 0 | 2067 | 0 | 185273 | 0 | 0 | 0 |
| THOMAS M GILMORE | |||||||||||||
| 151429 | 0 | 0 | 0 | 0 | 0 | 7572 | 0 | 20249 | 0 | 179250 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | O. JAMES LIGHTHIZER, PRESIDENT, PARTICIPATES IN DEFERRED COMPENSATION PLAN. THE ORGANIZATION CONTRIBUTED $30,000 TO THE PLAN IN THE CURRENT YEAR. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECONOMIC DEVELOPMENT AUTHORITY SPOTSYLVANIA COUNTY VIRGINIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 541237426 | IssuerEIN |
| Date Issued | 2010-04-07 | DateIssued |
| Issue Price | 5400000 | IssuePrice |
| Description Of Purpose | TO REFUND A PRIOR ISSUE DATED 05/22/07 | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 200000 | AmountRetired |
| Total Proceeds | 5400000 | TotalProceeds |
| Other Spent Proceeds | 5400000 | OtherSpentProceeds |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNTRUST BANKS | BusinessNameLine1 |
| Business Name Line2 | INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 10.000000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1168000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISALS | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | AUDIT COMMITTEE, CHAIRMAN OF THE CWPT BOARD, THE PRESIDENT, COO, CFO, AND KEY EMPLOYEES REVIEW THE 990 BEFORE IT IS FILED EITHER IN PAPER OR ELECTRONIC FORM. IF ANY CORRECTIONS NEED TO BE MADE, THE AUDITING FIRM WILL BE NOTIFIED. THE 990 IS THEN DISTRIBUTED TO THE WHOLE BOARD OF TRUSTEES FOR REVIEW & APPROVAL. IF A CORRECTED 990 IS NEEDED, IT WILL BE REVIEWED BEFORE IT IS FILED. | |
| 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 REVIEWS 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. | |
| 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. | |
| FORM 990, PART XI, LINE 5: | CHANGE IN VALUE OF THE SWAP -41,770. TOTAL TO FORM 990, PART XI, LINE 5: -41,770. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|---|---|
| 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) | CIVIL WAR PRESERVATION TRUST | 0 | LINE 11A, I |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| AMERICANS FOR BATTLEFIELD PRESERVATION | ||
| K | 20000 | CASH |
| ENDANGERED BATTLEFIELD DEFENSE FUND | ||
| C | 374356 | CASH |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PRIMARY ACTIVITY | Identifier |
| Return Reference | FORM 990, SCHEDULE R, PART II, LINE B | ReturnReference |
| Explanation | 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. | Explanation |
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