THE NATIONAL TRUST FOR SCOTLAND FOUNDATION USA INC: Form 990, tax year 2011
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- Organization
- THE NATIONAL TRUST FOR SCOTLAND FOUNDATION USA INC (EIN 04-3511088)
- Tax period
- 2011-03-01 to 2012-02-29
- Filed
- 2012-11-26
- IRS object ID
- 201213319349300306
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-26T08:54:14-06:00 | Timestamp |
| Tax Period End Date | 2012-02-29 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042442519 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021101772 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-03-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043511088 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NATIONAL TRUST FOR SCOTLAND | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION USA INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NATI | NameControl |
| Phone | 6172277500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET 3RD FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02108 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES HARE | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6172277500 | Phone |
| Date Signed | 2012-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALFONSO PERILLO | Name |
| PTIN | P00950491 | PTIN |
| Phone | 6172276161 | Phone |
| Date Prepared | 2012-11-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES HARE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET 3RD FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 808279 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NTSUSA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2000 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION RAISES MONEY AND AUTHORIZES GRANTS TO PROMOTE AND PRESERVE SCOTTISH HERITAGE FOR FUTURE GENERATIONS THROUGH SUPPORT OF THE PROPERTIES OF HISTORIC SIGNIFICANCE AND NATURAL BEAUTY, AND OF THE EDUCATIONAL MISSION OF THE NATIONAL TRUST FOR SCOTLAND. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3 | TotalNbrEmployees |
| Total Nbr Volunteers | 34 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 337669 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 765170 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1477 | InvestmentIncomePriorYear |
| Investment Income Current Year | 574 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 102756 | OtherRevenuePriorYear |
| Other Revenue Current Year | -86376 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 441902 | TotalRevenuePriorYear |
| Total Revenue Current Year | 679368 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 205369 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 262867 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 181283 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 201114 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 85038 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 101331 | OtherExpensePriorYear |
| Other Expenses Current Year | 135097 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 487983 | TotalExpensesPriorYear |
| Total Expenses Current Year | 599078 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -46081 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 80290 | RevenuesLessExpensesCY |
| Total Assets BOY | 517768 | TotalAssetsBOY |
| Total Assets EOY | 580201 | TotalAssetsEOY |
| Total Liabilities BOY | 56576 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 38719 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 461192 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 541482 | NetAssetsOrFundBalancesEOY |
| Mission Description | OUR MISSION IS TO RAISE FUNDS AND INCREASE MEMBERSHIP IN AMERICA TO SUPPORT THE PROPERTIES OF HISTORIC INTEREST AND NATURAL BEAUTY UNDER THE CARE OF THE NATIONAL TRUST FOR SCOTLAND. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 462292 | Expense |
| Grants | 262867 | Grants |
| Description | IN FY 2012, THE FOUNDATION MADE 18 GRANTS, TOTALING $262,867, TO THE NATIONAL TRUST FOR SCOTLAND. ALL OF THESE GRANTS WERE MADE FOR SPECIFIC PURPOSES, INCLUDING REPAIR OF THE VICTORIAN SHRUBBERY GARDEN AT BRODIE CASTLE, RESTORATION OF THE EXTERNAL DECORATION ON THE HOUSE OF THE BINNS, AND THE RESTORATION OF THE BUTTERFLY COLLECTION AT CANNA HOUSE, AMONG OTHERS. | Description |
| Total Program Service Expense | 462292 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | 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 | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 3 | 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 | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | 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 | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAMES HARE | NamePerson |
| Telephone Number | 6172277500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET 3RD FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02108 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MICHAEL SCOTT-MORTON | ||||||
| CHAIRMAN/DIRECTOR | 2.00 | X | X | 0 | 0 | 0 |
| FRANCES COLBURN | ||||||
| VICE-CHAIRMAN/DIRECTOR | 2.00 | X | X | 0 | 0 | 0 |
| KENNEDY PARK RICHARDSON | ||||||
| SECRETARY/TREASURER/DIRECTOR | 2.00 | X | X | 0 | 0 | 0 |
| JEANNIE BECTON | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| THOMAS HUBBARD | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| KATE MAVOR | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| NICHOLAS GLEYSTEEN | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| HELEN SAYLES | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| DONNA SCHINDERMAN | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| MICHAEL HOLT MASSEY | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| CURT DICAMILLO | ||||||
| EXECUTIVE DIRECTOR | 37.50 | X | 98001 | 0 | 13708 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 98001 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 13708 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 17484 | MembershipDues |
| Fundraising Events | 223355 | FundraisingEvents |
| All Other Contributions | 524331 | AllOtherContributions |
| Total Contributions | 765170 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 574 | TotalRevenueColumn |
| Exclusion | $574 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 9000 | 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 | 9000 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9000 | TotalRevenueColumn |
| Exclusion | $9,000 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 33535 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 223355 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 128911 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -95376 | TotalRevenueColumn |
| Exclusion | -$95,376 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 679368 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$85,802 | ExclusionAmount |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 262867 | Total |
| Program Services | 262867 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115708 | Total |
| Program Services | 69425 | ProgramServices |
| Management And General | 15042 | ManagementAndGeneral |
| Fundraising | 31241 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56021 | Total |
| Program Services | 33613 | ProgramServices |
| Management And General | 7283 | ManagementAndGeneral |
| Fundraising | 15125 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7587 | Total |
| Program Services | 4552 | ProgramServices |
| Management And General | 986 | ManagementAndGeneral |
| Fundraising | 2049 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9539 | Total |
| Program Services | 5723 | ProgramServices |
| Management And General | 1240 | ManagementAndGeneral |
| Fundraising | 2576 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12259 | Total |
| Program Services | 7355 | ProgramServices |
| Management And General | 1594 | ManagementAndGeneral |
| Fundraising | 3310 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7426 | Total |
| Program Services | 4456 | ProgramServices |
| Management And General | 965 | ManagementAndGeneral |
| Fundraising | 2005 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14435 | Total |
| Management And General | 14435 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1727 | Total |
| Management And General | 1727 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47876 | Total |
| Program Services | 34173 | ProgramServices |
| Fundraising | 13703 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17615 | Total |
| Program Services | 11165 | ProgramServices |
| Management And General | 2321 | ManagementAndGeneral |
| Fundraising | 4129 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3737 | Total |
| Program Services | 2242 | ProgramServices |
| Management And General | 486 | ManagementAndGeneral |
| Fundraising | 1009 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33723 | Total |
| Program Services | 20234 | ProgramServices |
| Management And General | 4384 | ManagementAndGeneral |
| Fundraising | 9105 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4311 | Total |
| Program Services | 3493 | ProgramServices |
| Management And General | 560 | ManagementAndGeneral |
| Fundraising | 258 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60 | Total |
| Program Services | 48 | ProgramServices |
| Management And General | 8 | ManagementAndGeneral |
| Fundraising | 4 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1436 | Total |
| Program Services | 718 | ProgramServices |
| Management And General | 359 | ManagementAndGeneral |
| Fundraising | 359 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DONOR RESEARCH | Description |
| Total | 2751 | Total |
| Program Services | 2228 | ProgramServices |
| Management And General | 358 | ManagementAndGeneral |
| Fundraising | 165 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 599078 | Total |
| Program Services | 462292 | ProgramServices |
| Management And General | 51748 | ManagementAndGeneral |
| Fundraising | 85038 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166170 | BOY |
| EOY | 151171 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 231559 | BOY |
| EOY | 335111 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61086 | BOY |
| EOY | 46759 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57517 | BOY |
| EOY | 44243 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 8610 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8610 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1436 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2917 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 517768 | BOY |
| EOY | 580201 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12186 | BOY |
| EOY | 18046 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44390 | BOY |
| EOY | 20673 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56576 | BOY |
| EOY | 38719 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400106 | BOY |
| EOY | 522128 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61086 | BOY |
| EOY | 19354 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 461192 | BOY |
| EOY | 541482 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 517768 | BOY |
| EOY | 580201 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 80290 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
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 | 665246 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 296547 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 416573 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 337669 | CurrentTaxYearMinus1Year |
| Current Tax Year | 765170 | CurrentTaxYear |
| Total | 2481205 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 665246 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 296547 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 416573 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 337669 | CurrentTaxYearMinus1Year |
| Current Tax Year | 765170 | CurrentTaxYear |
| Total | 2481205 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 658612 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1822593 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3335 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3188 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2806 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9577 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9574 | CurrentTaxYear |
| Total | 28480 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2509685 | TotalSupport |
| Public Support Pertcentage170 | 0.72620 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.67250 | 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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 61086 | BeginningOfYearBalance |
| Contributions | 5000 | Contributions |
| Other Expenditures | 46732 | OtherExpenditures |
| End Of Year Balance | 19354 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 86260 | BeginningOfYearBalance |
| Contributions | 20000 | Contributions |
| Other Expenditures | 45174 | OtherExpenditures |
| End Of Year Balance | 61086 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 0 | BeginningOfYearBalance |
| Contributions | 132086 | Contributions |
| Other Expenditures | 45826 | OtherExpenditures |
| End Of Year Balance | 86260 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 0 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Other Expenditures | 0 | OtherExpenditures |
| 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 |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8610 | OtherCostOrOtherBasis |
| Depreciation | 8610 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 679368 | TotalRevenue |
| Total Expenses | 599078 | TotalExpenses |
| Excess Or Deficit For Year | 80290 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 80290 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 679368 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 679368 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 679368 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 599078 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 599078 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 599078 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TEMPORARILY RESTRICTED NET ASSETS AT FEBRUARY 29, 2012 CONSISTED OF RESOURCES RESTRICTED FOR FUTURE PERIODS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION HAS EVALUATED THE TAX POSITIONS TAKEN ON RETURNS FOR OPEN YEARS AND THOSE EXPECTED TO BE TAKEN ON RETURNS FOR THE YEAR ENDED FEBRUARY 29, 2012. IT IS MANAGEMENT'S BELIEF THAT SUCH TAX POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. ACCORDINGLY, NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN REFLECTED IN THESE FINANCIAL STATEMENTS. RETURNS FOR TAX YEARS BEGINNING WITH THOSE FILED FOR THE YEAR ENDED FEBRUARY 28, 2009 ARE OPEN TO EXAMINATION. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | GRANTS TO RECIPIENTS LOCATED IN REGION | TypeOfActivitiesConducted |
| Specific Services Provided | N/A | SpecificServicesProvided |
| Total Expenditures | 262867 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 262867 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 262867 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | Region |
| Purpose Of Grant | SUPPORT THE HISTORIC PRESERVATION OF NATIONAL TRUST FOR SCOTLAND PROPERTIES | PurposeOfGrant |
| Amount Of Cash Grant | 262867 | AmountOfCashGrant |
| Manner Of Cash Disbursement | CASH | MannerOfCashDisbursement |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 1 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | SCHEDULE F, PART I, LINE 2: THE FOUNDATION MAINTAINS RECORDS TO SUBSTANTIATE ALL GRANTS, INCLUDING THE AMOUNT AND PURPOSE OF EACH GRANT. THE FOUNDATION IS A "FRIENDS OF" ORGANIZATION THAT SUPPORTS THE NATIONAL TRUST FOR SCOTLAND. EACH GRANT IS INDIVIDUALLY MONITORED, TYPICALLY OVER A 12-MONTH PERIOD. THE FOUNDATION REQUIRES FROM THE GRANTEE, A LETTER OF WRITTEN ACCEPTANCE OF THE CONDITIONS OF THE GRANT, ON THE 12-MONTH ANNIVERSARY OF THE GRANT. A WRITTEN REPORT IS REQUIRED SUMMARIZING THE USE AND DISPOSITION OF THE GRANT. IN ADDITION, THE FOUNDATION MONITORS THROUGH PHONE CALLS, EMAILS, AND SITE VISITS, THE STATUS OF THE GRANT DURING THE 12-MONTH PERIOD. GRANTS OF LONGER PERIODS ARE MONITORED AS NEEDED, FOLLOWING THE PROTOCOL NOTED ABOVE. |
| METHOD USED TO ACCCOUNT FOR EXPENDITURES: | SCHEDULE F, PART I, LINE 3: THE ACCRUAL METHOD OF ACCOUNTING IS USED TO ACCOUNT FOR THE EXPENDITURES |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL GALA | NameOfEvent1 |
| Gross Receipts Event1 | 256890 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 223355 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 33535 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 55128 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 73783 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 256890 | GrossReceiptsTotal |
| Charitable Contributions Total | 223355 | CharitableContributionsTotal |
| Gross Revenue Total Events | 33535 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 55128 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 73783 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 128911 | DirectExpenseSummaryEvents |
| Net Income Summary | -95376 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FULL FORM 990 WAS FIRST REVIEWED BY THE TREASURER, NEXT REVIEWED BY THE FINANCE AND INVESTMENT COMMITTEES, AND FINALLY REVIEWED BY ALL BOARD MEMBERS BEFORE FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION REQUIRES EACH BOARD MEMBER TO COMPLETE AND SIGN AT EACH ANNUAL MEETING OF THE BOARD, THE "TRUSTEES' ETHICS, CONFLICTS, TRANSACTIONS QUESTIONNAIRE". IN ADDITION, THE TREASURER HAS BEEN APPOINTED AS THE TRUSTEE OFFICER TO OVERSEE COMPLIANCE, FROM BOTH STAFF AND TRUSTEES, TO THE FOUNDATION'S ETHICS AND CONFLICT OF INTEREST POLICY. THE TREASURER REVIEWS FINANCIAL TRANSACTIONS AND INVESTIGATES TRANSACTIONS TO ENSURE COMPLIANCE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION HAS TWO FULL TIME EMPLOYEES. COMPENSATION REVIEW WAS LAST UNDERTAKEN FOR BOTH THE EXECUTIVE DIRECTOR (TOP MANAGEMENT OFFICIAL) AND ASSOCIATE DIRECTOR FOR TAX YEAR ENDED FEBRUARY 29, 2012. FINAL APPROVAL OF COMPENSATION AS PART OF FY 2012-2013 BUDGET APPROVAL WAS MADE BY THE FULL BOARD OF TRUSTEES AT A MEETING ON APRIL 15, 2011. DISCUSSION AND DETERMINATIONS WERE REACHED AT AN EXECUTIVE SESSION, FROM WHICH THE EXECUTIVE DIRECTOR AND ASSISTANT DIRECTOR WERE EXCLUDED. ALL TRUSTEES SERVE IN SIMILAR VOLUNTARY AND SUPERVISORY CAPACITIES FOR OTHER NON-PROFITS. ALL TRUSTEES POSSESS EXTENSIVE PERSONAL KNOWLEDGE OF COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. IN ADDITION, ALL TRUSTEES ARE INDEPENDENT PERSONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. THE FOUNDATION WILL PROVIDE THESE FREE OF CHARGE IN ELECTRONIC FILES OR FOR A MINIMAL COPYING CHARGE, IN HARD COPY. THE FOUNDATION REQUIRES 48 HOURS OR 2 BUSINESS DAYS. (WHICHEVER PROVIDES MORE TIME) FOR FUFUILLMENT OF SUCH A REQUEST. | |
| FORM 990, PART XII, LINE 2C | THE FINANCE AND INVESTMENT COMMITTEE REVIEWS AND OVERSEES THE AUDIT PROCESS. THE BOARD OF TRUSTEES HAS FINAL RESPONSIBILITY FOR OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | AUDIT COMMITTEE |
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