2012-08-01T09:26:58-05:00 2011-12-31 420714325 MCGLADREY LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2011-01-01 541426643 CIVIL WAR PRESERVATION TRUST CIVI 3016651400 1140 PROFESSIONAL COURT HAGERSTOWN MD 21740 O JAMES LIGHTHIZER 3016651400 2012-08-01 1 WILLIAM E TURCO CPA P00369217 3012963600 2011 2016-02-24 21:20:13Z CIVIL WAR TRUST O JAMES LIGHTHIZER 1140 PROFESSIONAL COURT HAGERSTOWN MD 21740 16900528 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. 31 30 51 50 0 0 22356767 16511283 133977 181084 12530 17621 202691 160266 22705965 16870254 1680549 5016182 0 0 2629514 2856996 175885 163659 1484202 5177729 5391978 9663677 13428815 13042288 3441439 75079828 77445637 8372302 7338442 66707526 70107195 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 7585558 5016182 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. 2689045 181084 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. 1218862 44817 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. 11493465 1 1 0 1 0 0 1 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 1 76 0 1 51 1 0 0 0 0 0 1 1 0 0 0 0 X 31 30 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 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 4.00 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 0.30 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 0.30 X 0 0 0 JEFF SHAARA 0.30 X 0 0 0 DOUG WALKER 0.30 X 0 0 0 W DENMAN ZIRKLE 0.30 X 0 0 0 CHILDS BURDEN 0.30 X 0 0 0 JOHN D HAYNES 0.30 X 0 0 0 O JAMES LIGHTHIZER 60.00 X X 202873 0 71672 RONALD M COGSWELL 32.00 X 63525 0 3459 RUTH E HUDSPETH 50.00 X 92632 0 12584 DAVID N DUNCAN 50.00 X 172836 0 10495 THOMAS M GILMORE 50.00 X 151429 0 25879 SAMUEL F DELUCA 50.00 X 101784 0 19660 ROBERT C SHENK 45.00 X 119417 0 23682 JAMES J CAMPI 50.00 X 118560 0 13541 1023056 0 180972 6 0 1 0 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 5 2831700 374356 2542452 10762775 1168500 16511283 CONFERENCE REGISTRATIO 900099 181084 181084 181084 19196 19196 9430 9430 106019 0 106019 106019 106019 17013 18588 -1575 -1575 -1575 19577 11686 7891 7891 OTHER REVENUE 900099 31154 31154 AFFINITY CARDS 900099 5772 5772 36926 16870254 225901 0 133070 5016182 5016182 812853 584670 85364 142819 1614961 1161612 169599 283750 9822 7065 1031 1726 258780 186136 27176 45468 160580 115502 16864 28214 56123 43041 13082 29900 20930 2990 5980 163659 163659 353830 323308 6955 23567 88830 87850 980 1861715 1280073 29756 551886 265525 231544 11440 22541 433239 309244 58310 65685 105835 92880 4704 8251 218555 205419 4591 8545 219144 219144 146464 135938 5263 5263 57171 49995 3588 3588 MEMBERSHIP FULFILLMENT 918795 796146 122649 LAND MAINTENANCE 434457 434457 EDUCATIONAL PROGRAMS 138792 138792 OTHER EXPENSES 30748 28432 2164 152 32855 25105 7291 459 13428815 11493465 451148 1484202 212626 174692 9399515 9239908 219848 185575 26226 1510 318771 425406 67581153 483727 64747639 67097426 114541 234986 65378 61418 75079828 77445637 254367 281051 55755 56015 5400000 5200000 2200000 1225000 462180 576376 8372302 7338442 X 1758959 3649515 64948567 66457680 66707526 70107195 75079828 77445637 X 3441439 -41770 X 0 1 1 X 1 1 X 14896796 12026415 18901103 22356767 16511283 84692364 14896796 12026415 18901103 22356767 16511283 84692364 305595 84386769 249170 90502 104731 159382 134645 738430 300185 331917 62616 57825 36926 789469 86220263 593122 0.97870 0.97960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2031 131724 133755 13298860 13432615 821631 205408 0 0 546817 748162 633184 821631 2749794 4124691 73589 83119 70283 133755 360746 136704 187041 158296 205408 687449 1031174 283 288 182 2031 2784 X X 8 237.00 1 1 160.00 2504 1 64948567 7830683 6321570 66457680 53391340 13300868 1743641 64948567 832858 56524504 3966022 53391340 897512 283925 348579 832858 1.00000 0 0 63761496 63761496 2299576 116154 2183422 1192911 216970 975941 327170 150603 176567 67097426 DEFERRED RENT 190481 DEFERRED COMPENSATION PAYABLE 237700 FAIR VALUE OF INTEREST RATE SWAP 148195 576376 16870254 13428815 3441439 -41770 -41770 3399669 16939000 4543 52517 57060 16881940 -11686 -11686 16870254 14040501 4543 619572 624115 13416386 12429 12429 13428815 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. X X 1 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 33098 163659 -130561 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC 1 CENTRAL 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 APPRAISAL LAND BATTLEFIELD PRESERVATION STATE OF NORTH CAROLINA DCR 1321 MAIL SERVICE CENTER RALEIGH NC 27699 566062189 GOVERNMENT 1056843 APPRAISAL LAND BATTLEFIELD PRESERVATION COMMONWEALTH OF VIRGINIA DCR 203 GOVERNOR ST STE 302 RICHMOND VA 23219 546004497 GOVERNMENT 121732 APPRAISAL LAND BATTLEFIELD PRESERVATION STATE OF TENNESSEE TN HISTORICAL COMMISSION 2941 LEBANON RD NASHVILLE TN 37214 626001445 GOVERNMENT 186134 APPRAISAL LAND BATTLEFIELD PRESERVATION 14 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 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 PART I, LINE 4B O. JAMES LIGHTHIZER, PRESIDENT, PARTICIPATES IN DEFERRED COMPENSATION PLAN. THE ORGANIZATION CONTRIBUTED $30,000 TO THE PLAN IN THE CURRENT YEAR. ECONOMIC DEVELOPMENT AUTHORITY SPOTSYLVANIA COUNTY VIRGINIA 541237426 2010-04-07 5400000 TO REFUND A PRIOR ISSUE DATED 05/22/07 0 0 0 200000 5400000 5400000 2010 1 0 1 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 1 SUNTRUST BANKS INC 10.000000000000 0 0 0 0 0 X 500 COST X 2 1168000 APPRAISALS 0 1 0 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: CHANGE IN VALUE OF THE SWAP -41,770. TOTAL TO FORM 990, PART XI, LINE 5: -41,770. 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 1 0 0 0 0 0 0 0 AMERICANS FOR BATTLEFIELD PRESERVATION K 20000 CASH ENDANGERED BATTLEFIELD DEFENSE FUND C 374356 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.