2012-07-17T11:43:25-07:00 2011-12-31 990 2011-01-01 530210807 NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES NATI 2025886192 1785 Massachusetts Avenue N W Washington DC 20036 Sam Kilpatrick 2025886192 2012-07-17 2011 2016-02-24 21:20:13Z Stephanie Meeks 1785 Massachusetts Avenue N W Washington DC 20036 76048073 0 X www.PreservationNation.org X 1949 DC The National Trust for Historic Preservation works to save America's historic places for the next generation. We take direct, on-the-ground action when historic buildings and sites are threatened. Our work helps build vibrant, sustainable communities. We advocate with governments to save America's heritage. We strive to create a cultural legacy that is as diverse as the nation itself so that all of us can take pride in our part of the American story. 42 41 582 355 1257104 1240509 31386266 32697211 7406614 7670885 3705589 9967072 3218536 8485990 45717005 58821158 8060284 4655960 0 0 25573544 25927572 320679 227048 5161612 20575981 22119379 54530488 52929959 -8813483 5891199 260063080 252157489 29792148 28248719 230270932 223908770 X The National Trust for Historic Preservation in the United States provides leadership, education, advocacy and resources to a national network of people, organizations and local communities committed to our history and collectively shaping the future of America's stories. 0 0 16279033 3647103 1318437 Historic Preservation & Conservation: Preservation Services includes 1) Work to save threatened historic places of national significance and where the preservation implications are national in scope; 2) Information and technical assistance to members, private and public organizations and government bodies with respect to contemporary preservation issues and rehabilitation projects related to important historic buildings and landmarks; 3) Financial assistance to organizations to facilitate preservation education programs, conferences and retention of professional consultants; 4) Partnerships with state and local private nonprofit preservation groups to stimulate and retain their field service capacity, professionalism, leadership in their geographical location, financial strength and ability to save historic resources; 5) Technical assistance and information to communities in all parts of the country working to revitalize their historic Main Street neighborhoods; 6) Operation of twelve field offices including San Francisco, Denver, Fort Worth, Chicago, Charleston, Boston and Philadelphia, New Orleans and Washington, D. C. that work closely with organizations and governments at all levels to save historic places. 15963325 1015068 2189083 Historic Preservation & Conservation: Historic Sites - Own and manage 12 historic sites, own and managed by local organizations 11 historic sites, and market another 6 historic sites managed by other organizations. These historic sites are open to the public with more than 765,000 visitors annually. Interpret and communicate the history, stories, people, collections, architecture and landscape of each site to visitors. Serve the communities surrounding each historic site by providing educational programs, events and a special gathering place for community residents. Maintain the sites as good models of historic preservation and stewardship. 4842979 60583 3570293 Historic Preservation & Conservation: Education - Communicates the benefits of historic preservation threats to historic places and achievements in saving historic places to members and the public. Provides a bi-monthly magazine, professional journal, niche audience newsletters and a website to highlight important preservation issues, communicates preservation successes and stimulates new interest in historic preservation. To mobilize action by the public, stages media campaigns such as the America's Most Endangered Historic Places list and the Dozen Distinctive Destinations list. Provides infomation about the legal and policy aspects of historic preservation. Develops and provides 78 tours to important historic destinations in the US and internationally. 2571001 0 2338903 Historic Preservation & Conservation: Membership Outreach - Educate the general public on the importance of and techniques for preserving the nation's architectural and cultural heritage. 2670986 1800 1311089 Historic Preservation & Conservation: Publications - Publications includes "Preservation" the bimonthly magazine chronicling individuals and programs working to save historic places; "Forum Bulletin", a scholarly journal serving a network of preservation professionals, students, and volunteers; and "Main Street Now", the journal of the Trust's Main Street Center, which works to transform communities through revitalization. Print publications are complemented by newsletters and online stories that foster knowledge and facilitate participation in public and private historic preservation projects. 5241987 1800 3649992 42327324 1 1 0 1 0 1 1 1 0 1 1 1 0 0 1 1 0 1 0 0 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 1 303 0 1 582 1 1 1 0 0 0 0 1 1 0 0 0 0 X 42 41 1 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 1 1 AK AR AZ CA CO CT DC FL GA HI IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC TN TX UT VA VT WA WI WV WY X X X Sam Kilpatrick 2025886192 National Trust for Historic Preserv 1785 Massachusetts Avenue NW Washington DC 20036 Linda Bruckheimer 2 X 0 0 0 Spencer R Crew 2 X 0 0 0 Kevin D Daniels 2 X 0 0 0 Jack Davis 2 X 0 0 0 Christopher J Elliman 2 X 0 0 0 Paul J Goldberger 2 X 0 0 0 Joe Grills 2 X 0 0 0 Sheffield Hale 2 X 0 0 0 Irvin M Henderson 2 X 0 0 0 Jorge L Hernandez 2 X 0 0 0 Marilynn Wood Hill 2 X 0 0 0 J Clifford Hudson 3 X 0 0 0 Irene Hirano Inouye 2 X 0 0 0 Elizabeth Rohn Jeffe 2 X 0 0 0 Diane Keaton 2 X 0 0 0 Elizabeth T Kennan 2 X 0 0 0 Nancy Killefer 2 X 0 0 0 Marcia V Mayo 2 X 0 0 0 Molly S McUsic 2 X 0 0 0 Vincent L Michael 2 X 0 0 0 F Joseph Moravec 2 X 0 0 0 Martin L J Newman 2 X 0 0 0 Gay Ratliff 2 X 0 0 0 Marita Rivero 2 X 0 0 0 Jeffrey H Schutz 2 X 0 0 0 Barbara G Sidway 3 X 0 0 0 Mary M Thompson 2 X 0 0 0 Daniel K Thorne 2 X 0 0 0 Kenneth R Woodcock 2 X 0 0 0 Mtamanika Youngblood 2 X 0 0 0 Earl A Powell III 2 X 0 0 0 Stephanie Toothman 2 X 0 0 0 Kathryn Schneider Smith 2 X 0 0 0 Kim J Trent 2 X 0 0 0 Cary Tyson 2 X 0 0 0 Anthony C Wood 2 X 0 0 0 Victor H Ashe 2 X 0 0 0 Carol N Bonnie 2 X 0 0 0 Carolyn Schwenker Brody 3 X 0 0 0 Edward J Passarelli 2 X 0 0 0 Leslie Bowman 2 X 0 0 0 William Shafroth 2 X 0 0 0 Stephanie Meeks 40 X 379110 0 34285 Paul Edmondson 40 X 205899 0 14677 Greg Coble - Partial Year 40 X 271067 0 18914 Rosemarie Rae Balla - Partial Year 40 X 143983 0 4286 David Brown 40 X 285186 0 35759 David Cooper 40 X 188176 0 23560 Terry Richey 40 X 178896 0 24741 James Schwartz 40 X 149911 0 10849 Sam Kilpatrick 40 X 148067 0 21645 Royce A Yeater 40 X 146545 0 11447 Bob Barron 40 X 141935 0 12005 Douglas Loesher 40 X 136929 0 14085 2375704 0 226253 33 0 1 0 KPMG LLP 2001 M Street N W Washington DC 20036 Audit and tax services 308872 Spectrum Contractors 5135 E 38th Avenue Denver CO 80207 Construction 183384 Iberia Building Systems 235 W Main New Iberia LA 70506 Construction 176984 St Charles Town Company 1800 Glenarm Place 2nd Floor Denver CO 80802 Real estate management 169809 Green Building Services 421 SW 6th Suite 200 Portland OR 97204 Construction 169164 9 50220 1648893 284614 0 762256 29951228 553411 32697211 Contract serv/commissions 900099 1771117 1771117 0 0 Admissions/special events 900099 4493323 4493323 0 0 Advertising 541800 861910 0 861910 0 Reimbursement of expenses 900099 480474 480474 0 0 Commissions 900099 64061 1348 62713 0 0 0 0 0 7670885 4555143 0 191761 4363382 0 0 0 0 2166175 0 0 2166175 1258544 0 512085 0 746459 0 746459 0 0 746459 21444627 0 16032698 0 5411929 0 5411929 0 0 5411929 65151 284614 126765 -61614 0 -61614 0 0 0 0 0 0 999149 555367 443782 303062 140720 0 Insurance loss repayments 900099 36809 0 0 36809 Other miscellaneous income 900099 7367 0 0 7367 Tax benefit of reversal of valuation allowance 900099 5147012 0 0 5147012 0 0 0 0 5191188 58821158 7049324 1257104 17817519 4629860 4629860 0 0 26100 26100 0 0 1060058 511085 459895 89078 0 0 0 0 20553885 15009565 2898548 2645772 903194 650300 144511 108383 1709418 1230780 273506 205132 1701017 1224732 272162 204123 0 0 0 0 114535 76298 28934 9303 200559 27917 172642 0 0 0 0 0 227048 227048 1380926 1132358 248568 0 5350723 4782062 201594 367067 0 0 0 0 2139216 1653289 49581 436346 715990 483130 208959 23901 0 0 0 0 1964127 1525676 260629 177822 1408198 1161409 50608 196181 0 0 0 0 0 0 0 0 181686 181686 0 0 0 0 0 0 270804 217225 26824 26755 692043 674252 11284 6507 Printing 2229400 1946225 7604 275571 Real estate 2535183 2522046 0 13137 Property development 1438663 1438663 0 0 Maintenance 999506 884099 54347 61060 497820 338567 70827 88426 52929959 42327324 5441023 5161612 0 0 3313010 4181804 13922981 18574794 5901252 2151234 0 0 0 0 0 0 680123 717202 5455365 237954 12442283 8110775 4406633 4331508 79968852 84984411 139312898 134545494 901414 628314 0 0 6200552 1804774 260063080 252157489 7284281 7838381 0 0 1833069 2295498 0 0 0 0 0 0 0 0 4375000 3500000 16299798 14614840 29792148 28248719 X 66314812 64278611 78299894 73531138 85656226 86099021 230270932 223908770 260063080 252157489 X 5891199 -12253361 X 0 1 1 X 1 1 X 47592546 28102259 10048924 31386266 32697211 149827206 0 0 0 0 0 0 0 0 0 0 0 0 47592546 28102259 10048924 31386266 32697211 149827206 27181460 122645746 4478449 5138710 3091314 4894812 3559300 21162585 0 0 0 0 0 0 146675 172660 50873 188195 5141188 5699591 176689382 46433066 0.69413 0.6471 X Part II, Section B, Line 10 - Sales revenue from historic sites shops - 443,782. Part II, Section B, Line 10-2 - Contract Services and Commissions - 1,771,117. Part II, Section B, Line 10-3 - Admissions and Special Events - 4,493,323. Part II, Section B, Line 10-4 - Advertising - 861,910. Part II, Section B, Line 10-5 - Reimbursement of Expenses - 480,474. Part II, Section B, Line 10-6 - Other Miscellaneous Income -7,367. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14378 164163 178541 47768347 47946888 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 372932 69482 308707 178541 929662 250000 250000 250000 250000 1000000 1500000 36883 12398 0 14378 63659 11 1 1285000 0 1772118 0 6833229 147226 1 1 X X X X 109 793.98 92 8 0 24 1 2430 182460 1 999 488470 X X X X 1 222398439 1144422 -1387967 861308 11989512 1564546 207739528 204891358 3646871 26199028 867993 10212667 1258158 222398439 203307485 883871 5267814 4329731 0 238081 204891358 198807600 4359015 12932523 11462561 295734 1333358 203007485 0.27 0.4 0.33 0 0 0 812965 812965 0 8285853 5168203 3117650 0 0 0 0 0 3343465 2942572 400893 0 0 0 0 4331508 0 0 Other investments 124150287 F Investments in subsidiaries 10395207 C 134545494 0 Gift annuities 1423685 Endowment held for Congressional Cemetery 3998233 Endowment held for Val-Kil 89709 Endowment held for Woodlawn 183484 Endowment held for Montpelier 7501088 Endowemnt held for Belle Grove 216322 Endowment held for Cliveden 533801 Value of Montpelier bond guarantee 102877 Charitable remainder trusts 565641 14614840 58821158 52929959 5891199 -10390261 0 0 0 0 -10390261 -4499062 46453515 -10390261 584512 0 -1180968 -10986717 57440232 1380926 0 1380926 58821158 52815677 584512 0 0 682132 1266644 51549033 1380926 0 1380926 52929959 SchD_P02_S00_L05 Schedule D, Part II, Line 5 The National Trust's Board-established easement policy sets out general standards for acquisition, inspection and enforcement. These policies are reflected in easement deeds, authorizing inspection rights and full enforcement powers. The National Trust physically inspects its easements on a regular basis. In addition to physical monitoring the National Trust also monitors properties through the provision of technical advice to property owners related to the care and maintenance of their property. Also, the National Trust, using the Secretary of the Interior's Standards for the Treatment of Historic Properties, reviews the existing condition of a property whenever it receives a request to make a change or alteration from a property owner. The National Trust enforces restrictions in easements, including through legal action when necessary. SchD_P02_S00_L09 Schedule D, Part II, Line 9 Expenses relating to administration of the National Trust's easement program are included as program-related expenses in the expense statement. Easements are not included on the balance sheet. SchD_P03_S00_L01 Schedule D, Part III, Line 1 The Trust follows the accounting practice of not including in its assets the cost or appraised value of any of its historic sites, which upon receipt may be retained by the Trust. Related expenditures for restoration, stabilization, reconstruction, and development are charged to expense as incurred. Properties accepted with the intent of sale are recognized as revenue at the time of receipt at the estimated fair value less costs for historic evaluation, repair, and maintenance costs, and impact of the easement. The historic sites, including objects and furnishings, owned by the Trust with the intent of retention are not reported in the accompanying balance sheets under the accounting policy stated above. SchD_P03_S00_L04 Schedule D, Part III, Line 4 The National Trust owns certain historic sites that are operated as museums or are otherwise integral to the Trust's charitable and educational preservation program. These historic sites, most of which contain significant collections of furnishings, are regularly open to the public. SchD_P05_S00_L04 Schedule D, Part V, Line 4 The National Trust's endowment funds are used to support the costs of maintaining its historic sites, for grants to preservation organizations and similar purposes, and to support the variety of the National Trust's charitable and educational programs and activities. A portion of the endowment is unrestricted and used for general operating support for the organization. SchD_P10_S00_L02 Schedule D, Part X, Line 2 The Trust accounts for uncertain tax positions in accordance with ASC 740. ASC 740 requires that a tax position be recognized or derecognized based on a "more likely than not" threshold. This applies to positions taken or expected to be taken in a tax return. The implementation of ASC 740 had no impact on the Trust's statement of financial position or statement of activities. The Trust does not believe its financial statements include any uncertain tax positions. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Cost of goods sold, 555,367, plus Special event expenses, 126,765, less Adjustment on the value of properties held for resale (1,863,100) for a total of (1,180,968). SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Cost of goods sold (555,367) and special event expenses (126,765) 1 Central America and the Caribbean 0 0 Investments 33386820 Europe (including Iceland and Greenland) 0 0 Grantmaking 26100 0 0 33412920 Europe (including Iceland and Greenland) Preservation 26100 Wire transfer 0 1 1 1 0 1 1 1 0 SchF_P01_S00_L02 Schedule F, Part I, Line 2 The International Organization of National Trusts (INTO) is an association of National Trusts from throughout the world. As one of the oldest and largest National Trusts, NTHP plays a leadership role in the oversight and management of INTO. David J. Brown, Executive Vice President and Chief Preservation Officer with NTHP, sits on the Executive Committee of INTO, where NTHP has a permanent seat. In that capacity, he reviews budgets and expenditures of the INTO Secretariat and works closely with the Head of Secretariat on INTO issues of special interest in the United States. X X X X X X X 1 Donor Services Group LLC 6715 Sunset Boulevard Los Angeles CA 90028 Telemarketing servcies 0 164194 113048 51146 AEM Consulting Group LLC 3902 South 12th Street Arlington VA 22204 Direct response fundraising services 0 0 102000 -102000 Marilyn Kochan 3713 Ingomar Street NW Washington DC 20015 Assist with processing and selling non-cash contributions of historic properties. These properties are protected by the imposition of historic preservation easements and sold on the open real estate market, with proceeds used for the Organization's charitable purposes. 0 0 12000 -12000 164194 227048 -62854 AK AR AZ CA CO CT DC FL GA HI ID IL IN KS KY LA MA MD ME MI MN MO MT NC ND NE NH NJ NM NV OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV WY Evening Under Oaks 51622 40072 11550 0 0 0 0 0 10099 Vices of Virginia 51949 22367 29582 0 0 0 0 0 47948 4 246194 222175 24019 0 0 0 0 0 68718 349765 284614 65151 0 0 0 0 0 126765 126765 -61614 1 Montpelier Foundation PO BOX 67 MONTPELIER STATION VA 22957 311620682 490113 Save Historic Places ARCADIA FOOD INC 2000 MOUNT VERNON AVE ALEXANDRIA VA 22301 204165944 165876 Save Historic Places ASSOC FOR THE PRESERVATION OF HIST CONGRESSIONAL CEMETERY 1801 E ST SE WASHINGTON DC 20003 521071828 111370 Save Historic Places EMERGE COMMUNITY DEVELOPMENT 1101 W BROADWAY AVE MINNEAPOLIS MN 56011 411277423 110000 Save Historic Places THE BASILICA LANDMARK PO Box 50070 MINNEAPOLIS MN 55405 411754864 110000 Save Historic Places TOWNSHIP OF WATERFORD 31076 CANADA AVE NORTHFIELD MN 55057 411469685 95000 Save Historic Places AMERICAN SWEDISH INSTITUTE 2600 PARK AVE MINNEAPOLIS MN 55407 410711603 90000 Save Historic Places Brucemore Inc 2160 Linden Dr SE Cedar Rapids IA 52403 411170531 88000 Save Historic Places STATE OF CALIFORNIA MONTEREY STATE HISTORIC PARK MONTEREY CA 93940 510139529 87706 Save Historic Places PILGRIM BAPTIST CHURCH 732 W CENTRAL AVE ST PAUL MN 55104 410843353 86000 Save Historic Places ROOSEVELT-VANDERBILT HISTORIC ASSOCIATION PO BOX 235 HYDE PARK NY 12538 146035855 85535 Save Historic Places TUBMAN 33111 1ST AVE S MINNEAPOLIS MN 55408 411240048 84000 Save Historic Places CZECH & SLOVAK SOKOL MINNESOTA 383 MICHIGAN STREET ST PAUL MN 55102 416084129 80000 Save Historic Places CITY OF MENDOTA HEIGHTS 1101 VICTORIA CURVE MENDOTA HEIGHTS MN 55118 416008695 75000 Save Historic Places Filoli Center Inc 86 Canada Rd Woodside CA 94062 952996648 75000 Save Historic Places THE SOAP FACTORY 514 2ND ST SE MINNEAPOLIS MN 55414 411658987 70000 Save Historic Places KIRKPATRICK FOUNDATION INC 1001 W WILSHIRE BLVD 201 OKLAHOMA CITY OK 73116 731355924 53520 Save Historic Places CHRIST LUTHERAN CHURCH ON CAPITOL HILL 105 W UNIVERSITY AVE ST PAUL MN 55103 410705841 50000 Save Historic Places HISTORIC KANSAS CITY FOUNDATION 234 W 10th STREET KANSAS CITY MO 64105 237368504 50000 Save Historic Places THE TRUSTEES OF RESERVATION 572 ESSEX ST BEVERLY MA 01915 042105780 50000 Save Historic Places SAN FRANCISCO ARCHITECTURAL HERITAGE 2007 FRANKLIN STREET SAN FRANCISCO CA 94109 237135037 48087 Save Historic Places California Preservation Fdn 1611 Telegraph Ave 820 Oakland CA 94612 942569465 45333 Save Historic Places GRAND TETON NATIONAL PARK 1 WAREHOUSE ROAD MOOSE WY 83012 830322668 43788 Save Historic Places HENNEPIN COUNTY 417 N 5TH ST 320 MINNEAPOLILS MN 55401 416005801 40000 Save Historic Places UNITED FIRST PARISH IN QUINCY 1306 HANCOCK ST QUINCY MA 02169 042135902 40000 Save Historic Places MADISON TRUST FOR HISTORIC PRESERVATION P O BOX 296 MADISON WI 53701 237356105 38342 Save Historic Places Phoenix Loan Conversion 2733 Gratiot Avenue Detroit MI 48207 382715482 37364 Save Historic Places MICHIGAN HISTORIC PRESERVATION NETWORK 107 E GRAND RIVER LANSING MI 48906 382878515 35839 Save Historic Places CIVIL WAR TRUST 1156 15th STREET N WSUITE 900 WASHINGTON DC 20005 541426643 35000 Save Historic Places PRESERVATION PENNSYLVANIA 257 N STREET HARRISBURG PA 17101 232219097 34874 Save Historic Places SOUTH SIDE COMMUNITY ART CENTER 3831 S MICHIGAN AVE CHICAGO IL 60653 237359897 33600 Save Historic Places THOMASVILLE LANDMARKS INC PO BOX 1285 THOMASVILLE GA 31799 581025094 33150 Save Historic Places PRESERVE RHODE ISLAND 957 N MAIN STREET PROVIDENCE RI 02904 056012417 32845 Save Historic Places PRESERVATION DURHAM PO BOX 25411 DURHAM NC 27702 237361218 31451 Save Historic Places PRESERVATION TEXAS PO BOX 12832 AUSTIN TX 78711 752129913 31350 Save Historic Places PRESERVATION VIRGINIA 204 W FRANKLIN STREET RICHMOND VA 232205012 540568800 31081 Save Historic Places FOUNDATION FOR HISTORICAL LOUISIANA 908 502 NORTH BLVD BATON ROUGE LA 70821 720642810 30698 Save Historic Places MINNESOTA STATE FAIR FUND 1265 SNELLING AVE N ST PAUL MN 55108 412013696 30000 Save Historic Places HERITAGE NEBRASKA PO BOX 22608 LINCOLN NE 68542 262973823 29750 Save Historic Places THE PRESERVATION SOCIETY OF NEWPORT COUNTY 424 BELLEVUE AVE NEWPORT RI 02840 050252708 29345 Save Historic Places PRESERVATION MARYLAND 24 WEST SARATOGA STREET BALTIMORE MD 21201 520609575 29307 Save Historic Places PRESERVATION KENTUCKY INC PO BOX 5192 FRANKFORT KY 42748 311665931 28800 Save Historic Places HISTORIC CHARLESTON FOUNDATION 40 EAST BAY STREET CHARLESTON SC 29401 576000599 28100 Save Historic Places LENOIR COMMUNITY COLLEGE PO BOX 188 KINSTON NC 285020188 560753025 26000 Save Historic Places BOSCO-MILLIGAN FOUNDATION 701 SE GRAND AVENUE PORTLAND OR 97214 943090169 25790 Save Historic Places UTAH HERITAGE FOUNDATION PO BOX 28 SALT LAKE CITY UT 841100028 870272392 25167 Save Historic Places CASCADIA GREEN BUILDING COUNCIL 721 NW 9TH AVE 195 PORTLAND OR 97209 931297649 25000 Save Historic Places HULL YORK LAKELAND RESOURCE CONSERVATION & DEVELOPMENT COUNCIL 900 S WALNUT AVE COOKEVILLE TN 38501 581747375 25000 Save Historic Places JOHN QUINTON FOUNDATION 25954 QUINTON RD MARDELA SPRINGS MD 21837 522156837 25000 Save Historic Places TOWN OF SNOW HILL 103 BANK ST PO BOX 348 SNOW HILL MD 21863 526000807 25000 Save Historic Places CALVERT INDEPENDENT SCHOOL DISTRICT PO BOX 7 CALVERT TX 77837 746000473 24150 Save Historic Places VILLAGE OF SOMERSET PO BOX 10 SOMERSET OH 43783 316400970 24000 Save Historic Places CINCINNATI PRESERVATION ASSOC 342 W 4TH ST CINCINNATI OH 45202 316040183 23515 Save Historic Places Belle Grove Inc 336 Belle Grove Rd Middletown VA 22645 541047175 21518 Save Historic Places LANDMARKS ILLINOIS 53 W JACKSON BLVD 1315 CHICAGO IL 606043562 362879987 21000 Save Historic Places Oatlands 20850 Oatlands Inc Leesburg VA 20175 541118635 20382 Save Historic Places PRESERVATION ALLIANCE FOR GREATER PHILADELPHIA 1616 WALNUT STREET 1620 PHILADELPHIA PA 19103 232106589 20361 Save Historic Places CITY OF MINNEAPOLIS 350 SOUTH 5th STREET ROOM 300 MINNEAPOLIS MN 55415 416005375 20000 Save Historic Places LOS ANGELES CONSERVANCY 523 WEST 6th STREET SUITE 826 LOS ANGELES CA 90014 953273046 18750 Save Historic Places BEING FIRST INC 1242 PAK DR DW2 DURANGO CO 81301 943076177 18457 Save Historic Places PRESERVATION ALLIANCE OF WEST VIRGINIA PO BOX 3371 CHARLESTON WV 25333 311028713 17300 Save Historic Places Galveston Historical Fdn 502 20th St Galveston TX 77550 741487824 17000 Save Historic Places SAN ANTONIO CONSERVATION SOCIETY 107 KING WILLIAM ST SAN ANTONIO TX 782041312 746015382 17000 Save Historic Places GOLDEN HILLS RESOURCE CONSERVATION & 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CASTALIA COMMUNITY DEVELOPMENT CORPORATION 10445 LANCASTER RD/Po BOX 185 CASTALIA NC 27816 561735003 12500 Save Historic Places OAKLAND LIVINGSTON HUMAN SERVICE AGENCY 196 CESAR E CHAVEZ PONTIAC MI 48343 381785665 12000 Save Historic Places LOUISIANA TRUST FOR HISTORIC PRESERVATION PO BOX 1587 BATON ROUGE LA 70821 720866133 11162 Save Historic Places KNOX HERITAGE PO BOX 1242 KNOXVILLE TN 37901 510148798 11145 Save Historic Places From J265T101-995-06 STATE OF CALIFORNIA Dept of Partks & Rec 2211 Garden Rd MONTEREY CA 93940 410139529 11061 Save Historic Places ARTS ALLIANCE OF PORTAGE COUNTY INC 2201 MADISON ST STEVENS POINT WI 54481 201960836 10000 Save Historic Places CARMEL MISSION FOUNDATION INC PO BOX 221351 CARMEL CA 939221351 262981780 10000 Save Historic Places CENTER FOR DESERT ARCHAEOLOGY 300 N ASH ALLEY TUCSON AZ 85701 860640183 10000 Save Historic Places CENTRAL TERMINAL RESTORATION CORP 12337 CHURCH RD HOLLAND NY 140809745 161536196 10000 Save Historic Places CHURCH OF THE INTERCESSION 550 W 155TH ST NEW YORK NY 10032 132851543 10000 Save Historic Places CITY OF OREGON CITY PO BOX 3040 OREGON CITY OR 97045 936002230 10000 Save Historic Places FLAGER COLLEGE INC 74 KING ST ST AUGUSTIN FL 32084 591157081 10000 Save Historic Places FRIENDS & RESIDENTS OF THE GREATER GOWANUS 393 PRESIDENT ST BROOKLYN NY 11231 800558407 10000 Save Historic Places IDAHO RURAL COUNCIL PO BOX 21 FILER ID 83328 820409737 10000 Save Historic Places LEW WALLACE STUDY PRESERVATION SOCIETY PO BOX 662 CRAWFORDSFILLE IN 47933 352015109 10000 Save Historic Places MYRTLE AVENUE REVITALIZATION PROJECT LCD 472 MYRTLE AVE 2ND FLR BROOKLYN NY 11205 311706307 10000 Save Historic Places SIPAULOVI DEVELOPMENT CORP PO BOX 956 SECOND MESA AZ 86043 113800979 10000 Save Historic Places SOUTHWEST HERITAGE FOUNDATION PO BOX 46 BLUFF UT 84512 351924435 10000 Save Historic Places TRI-COUNTY COMMUNITY ACTION PROGRAM INC 30 EXCHANGE ST BERLIN NH 03570 020267404 10000 Save Historic Places UPTOWN ENTERTAINMENT & DEVELOPMENT CORPORATION 2227 N BROAD ST PHILADELPHIA PA 19132 233077168 10000 Save Historic Places WELLINGTON RITZ-TREATRE INC PO BOX 202 WELLINGTON TX 79095 260377669 10000 Save Historic Places WOODLAND ARBORETUM FOUNDATION 118 WOODLAND AVE DAYTON OH 45409 311309373 10000 Save Historic Places SAUGATUCK DUNES COASTAL ALLIANCE PO BOX 1013 SAUGATAUC MI 49453 260503609 9900 Save Historic Places FRIENDS OF BOHEMIAN NATIONAL CEMETERY 5255 N PULASKI RD CHICAGO IL 60630 203082671 9737 Save Historic Places THE EPISCOPAL CHURCH OF THE ADVENT 4976 W ADAMS BLVD LOS ANGELES CA 90016 956056546 9500 Save Historic Places ALABAMA TRUST FOR HISTORIC PRESERVATION UWA STATION 45 LIVINGSTSON AL 35470 630947714 9300 Save Historic Places HISTORIC SAVANNAH FOUNDATION PO BOX 1733 SAVANNAH GA 314021733 580838253 9250 Save Historic Places FRIENDS OF GRIFFITH PARK 2624 GREEN OAK PL LOS ANGELES CA 90068 900635056 9000 Save Historic Places THE CHARLES & RAY EAMES HOUSE PRESERVATION FUND INC 203 CHAUTAUQUA BLVD PACIFIC PALISADES CA 90272 200276962 9000 Save Historic Places CENTER FOR COMMUNITY ARTS INC 712 LAFAYETT STREET CAPE MAY NJ 08204 223350637 8500 Save Historic Places CLEVELAND RESTORATION SOCIETY 3751 PROSPECT AVENUE CLEVELAND OH 441152705 237218767 8500 Save Historic Places PRESERVATION BUFFALO NIAGARA MARKET ARCADE #M108 617 MAIN ST BUFFALO NY 14203 222986810 8500 Save Historic Places SOLSTICE PROJECT 222 E MARCY ST 10 SANTA FE NM 87501 521185238 8500 Save Historic Places HERITAGE ALLIANCE OF NORTHEAST TENNESSEE & SOUTHWEST VIRGINIA 212 E SABIN DRIVE JONESBOROUGH TN 37659 621502600 8185 Save Historic Places FRIENDS OF LA GRANDE MAIN ST PO BOX 3321 LA GRANDE OR 97850 930989722 8000 Save Historic Places KLM INTERNATIONAL 901 19TH ST DES MOINES IA 50314 731573163 8000 Save Historic Places BLACK CANUON TRAILS ASSOCIATION PO BOX 315 BLACK CANYON CITY AZ 85324 204156944 7500 Save Historic Places FRIENDS OF CHINESE AMERICAN MUSEUM 125 PASEO DE LA PLAZA 300 LOS ANGELES CA 90012 954176897 7500 Save Historic Places FRIENDS OF THE MICHAEL WHITE ADOBE PO BOX 80404 SAN MARINO CA 91118 272841766 7500 Save Historic Places GRAND VISION FOUNDATION 434 W 6TH ST SAN PEDRO CA 90731 954554570 7500 Save Historic Places KANSAS CITY MISSOURI SCHOOL 1211 MCGEE 6TH FLR 100 KANSAS CITY MO 64106 446003108 7500 Save Historic Places LITTLE TOKYO SERVICE CENTER COMMUNITY DEVELOPMENT CORP 231 E 3RD ST LOS ANGELES CA 90013 954444102 7500 Save Historic Places SANTA MONICA CONSERVANCY PO BOX 653 SANTA MONICA CA 90406 753079169 7500 Save Historic Places SHAWANO COUNTY ECONOMIC PROGRESS INC 1263 S MAIN ST SHAWANO WI 54166 391661544 7500 Save Historic Places TELFAIR MUSEUM OF ART PO BOX 10081 SAVANNAH GA 31412 580610074 7500 Save Historic Places UNIVERSITY OF PENNSYLVANIA OFFICE OF RESEARCH ADMIN 133 S 36TH ST 300 PHILADELPHIA PA 191043246 231876142 7500 Save Historic Places VULTURE MINE PRESERVATION & RESTORATION ASSOCIATION PO BOX 1863 WICKENBURG AZ 86358 271488613 7500 Save Historic Places DOWNTOWN OKLAHOMA CITY 210 PARK AVE 230 OKLAHOMA CITY OK 73102 731593759 7250 Save Historic Places AMERICAN ASSOC FOR STATE & LOCAL HISTORY 1717 CHURCH ST NASHVILLE TN 37203 390962197 7000 Save Historic Places SOUTH WELLFLEET NEIGHBORHOOD ASSOCIATION & SOCIAL UNION PO BOX 581 SOUTH WELLFLEET MA 02663 510187486 7000 Save Historic Places HISTORIC BOSTON INC 20 EUSTIS STREET ROXBURY MA 02119 046111819 6800 Save Historic Places HISTORIC DENVER 1628 16th STREET 200 DENVER CO 80202 840605731 6682 Save Historic Places PRESERVATION DELAWARE 1405 GREENHILL AVENUE WILMINGTON DE 19806 510345619 6583 Save Historic Places HANDY CHAPEL INC 1336 WHITE AVE GRAND JUNCTION CO 81501 841004064 6375 Save Historic Places ARKANSAS DELTA BYWAYS PO BOX 2050 STATE UNIVERSITY AR 72467 581722300 6000 Save Historic Places RAVALI COUNTY MUSEUM THE BITTER ROOT VALLEY HIST SOC 205 BEDFORD ST HAMILTON MT 59840 810370013 6000 Save Historic Places SEATTLE CHINATOWN INTL PRESERVATION & DEVELOPMENT AUTHORITY PO BOX 3302 SUITE 200 SEATTLE WA 98114 911645126 6000 Save Historic Places WEEKSVILLE HERITAGE CENTER PO BOX 130 BROOKLYN NY 11213 237330454 6000 Save Historic Places MUSEUM OF AFRICAN AMERICAN HISTORY 14 BEACON ST STE 719 BOSTON MA 02108 042429556 105000 Save Historic Places 132 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 Grant recipients are required to submit a final report at the end of the project, within one year of the date of the disbursement. Grantees must submit a budget and state how the funds were used at the end of the project. If a funding match is required, proof of these receipts is required. X 1 1 X X X X X 0 0 0 0 0 0 0 0 1 1 Stephanie Meeks 376118 0 0 0 2992 0 16500 0 17785 0 413395 0 9415 0 Paul Edmondson 205899 0 0 0 0 0 9677 0 5000 0 220576 0 9677 0 Greg Coble - Partial Year 146067 0 0 0 125000 0 11373 0 7541 0 289981 0 11373 0 Rosemarie Rae Balla - Partial Year 143983 0 0 0 0 0 0 0 9411 0 153394 0 0 0 David Brown 285186 0 0 0 0 0 12250 0 23509 0 320945 0 13820 0 David Cooper 188176 0 0 0 0 0 9160 0 1440 0 198776 0 9160 0 Terry Richey 178896 0 0 0 0 0 0 0 24741 0 203637 0 0 0 James Schwartz 149911 0 0 0 0 0 6865 0 3984 0 160760 0 0 0 Sam Kilpatrick 148067 0 0 0 0 0 7512 0 14133 0 169712 0 7512 0 Douglas Loesher 136929 0 0 0 0 0 6752 0 7333 0 151014 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Travel for companions: Expenses were paid for one trip for the President's spouse and these expenses were treated as additional taxable income to the President. SchJ_P01_S00_L03 Schedule J, Part I, Line 3 The National Trust did not rely on a related organization to establish the top management official's compensation, and the National Trust's top management official (President) received no compensation from a related organization. SchJ_P01_S00_L08 Schedule J, Part I, Line 8 Terms of employment, including initial compensation, set in letter agreement upon hire of new President, effective June 13, 2010. Carolyn Schwenker Brody Trustee 3000000 See Schedule L, Part V, Statement 1 0 SchL_P04_S00_L00 Schedule L, Part IV Ongoing investment in equity firm in which husband is a partner. Investments are recommended by outside advisors and approved by the Investment Committee with full recusal of Trustee. X 44 552412 Net proceeds, stock gifts X 1 999 Auction 0 0 1 1 SchM_P01_S00_L32b Schedule M, Part I, Line 32b The Organization uses a fundraising consultant (listed on Schedule G) to assist with processing and selling non-cash contributions of historic properties. These properties are protected by the imposition of historic preservation easements and sold on the open real estate market, with proceeds used for the Organization's charitable purposes. F990_P03_S00_L04d Form 990, Part III, Line 4d Historic Preservation & Conservation: Membership Outreach - Educate the general public on the importance of and techniques of preserving the nation's architectural and cultural heritage. F990_P04_S00_L23 Form 990, Part IV, Line 23 Loan Program Investments = 628,314 and Investments in subsidiaries = 10,395,207 for a total of 11,023,521. F990_P06_S0A_L00 Form 990, Part VI, Section A The organization's bylaws delegates to an Executive Committee the authority to act on behalf of the full Board of Trustees between meetings of the Board. F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 During the tax year, two members of the Corporation's board of trustees (J. Clifford Hudson and Jeffrey H. Schutz) also served together on the board of directors of the Sonic Corporation. F990_P06_S0A_L04 Form 990, Part VI, Section A, Line 4 On June 16, 2012, the National Trust's Board of Trustees approved a comprehensive update of the organization's Bylaws. The principal substantive changes were as follows: (1) Membership: Simplified membership language, eliminated honorary memberships, clarified meeting language, authorized voting by mail or online; (2) Trustees: Clarified commencement of terms, clarified term limits, changed requirement that Fall meetings must be held at same time and place as annual membership meeting, clarified non-governing role of honorary trustees, increased from 6 to 12 minimum number to request special board meetings, required recusal for material conflicts, allowed notice by email, decreased time for notice of nominations to corporate secretary, eliminated process to allow some nominations to bypass Trusteeship and Governance Committee review and approval; (3) Committees: Specified standing committees, required all standing committee members to be current trustees, required rotation of committee chairs, required full board ratification of Executive Committee membership; (4) Officers: Clarified commencement of terms, clarified nomenclature for Vice Chairs, revised titles for Chief Financial and Administrative Officer and Chief Legal Officer, clarified that Chief Legal Officer also serves as Corporate Secretary. F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 The National Trust for Historic Preservation in the United States is a member organization with 153,664 members. F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a The Organization's members have the right to elect the members of the Board of Trustees (other than statutory ex-officio Trustees). Elections are conducted at an annual membership meeting, held in conjunction with an annual conference in the Fall. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b A copy of the Organization's 990 was provided to all members of the Organization's Board of Trustees before it was filed. The process for review was as follows: After preparation of the form by staff and reviewed by management, the draft 990 was reviewed at a special telephonic meeting of the Board's Audit Committee. The draft 990 was then made available to all board members (either digitally or in hard copy, depending on their preference). Two review sessions led by staff were held for Trustees on different dates, and all Trustees were encouraged to participate. Any changes following these reviews were again reviewed by the Audit Committee before the final 990 was filed. The draft 990 was also reviewed by the independent accounting firm KPMG. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c The Organization's conflict of interest policy is sent to board members once a year, with a disclosure form that asks Trustees to describe interest in or relationships with both for-profit and non-profit entities, and to describe any transactions (direct or indirect) with the Organization. Trustees are also required to disclose annually any business or family relationships with other Trustees and with Officers, and Key Employees of the Organization (identified by name), consistent with the disclosure obligation of Part VI, Line 2. Trustees are regularily reminded of their obligation under the policy to ensure that transactions (direct or indirect) are consistent with the policy, including the review process stated in the policy for potential transactions. The policy also provides a process for review of potential conflicts. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The Organization's Compensation Subcommittee of the Executive Committee reviews compensation of the President and top management staff (including Officers and Key Employees). All members of the Compensation Subcommittee are independent members of the Board of Trustees. The organization regularily engages with an independent consultant to prepare a compensation study and comparability analysis, and such information for the Officers and Key Employees is made available to the Compensation Subcommittee. The Compensation Subcommittee approves compensation of the President in advance and in writing. Compensation of the other Officers and Key Employees is reviewed by the Compensation Subcommittee, but is set by the President. F990_P06_S0C_L17 Form 990, Part VI, Section C, Line 17 See Schedule O, Statement 2 F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The Organization makes digital copies of the Statutory Charter, Bylaws, Conflict of Interest Policy, Whistleblower Policy, Audit Committee Charter, Form 990, Form 990-T, and current Audited Finanaical Statements available on its website, http://www.preservationnation.org under "about us/governance." These documents are also made available to any person in hard copy upon request. F990_P11_S00_L05 Form 990, Part XI, Line 5 Unrealized capital losses on investments (10,390,261) plus Adjustment to value of properties held for resale (1,863,100) NT CDFI Inc 1785 Massachusetts Avenue NW Washington DC 20036 412138426 Community Development DE 501 (c) (3) 11 Type 1 NTHP 1 National Trust Insurance Services LLC 24 Commerce Street Baltimore MD 21202 200590526 Insurance Agency MD NTHP Unrelated 65359 0 0 65321 1 0 National Trust Community Investment Corporation 1785 Massachusetts Avenue NW Washington DC 20036 522267085 Community Investments DE NTHP C 7086202 12388683 1 Heritage Travel Inc 1785 Massachusetts Avenue NW Washington DC 20036 261983358 Heritage Travel DC NTHP C 59549 0 1 Charitable Remainder Unitrusts - 4 - NTHP 1785 Massachusetts Avenue NW Washington DC 20036 Charitable Trusts DC N/A T 0 0 0 1 1 0 1 0 0 0 0 1 0 1 1 0 1 0 1 1 1 Heritage Travel Inc a-i 105440 Market Value Heritage Travel Inc a-iv 5700 Market Value Heritage Travel Inc b 8642724 Market Value Heritage Travel Inc l 15000 Market Value Heritage Travel Inc n 15354 Market Value Heritage Travel Inc p 40936 Market Value Heritage Travel Inc q 977000 Market Value Heritage Travel Inc k 99981 Market Value National Trust Community Investment Corporation l 92667 Book Value National Trust Community Investment Corporation n 55064 Book Value National Trust Community Investment Corporation p 339772 Book Value National Trust Community Investment Corporation q 59185 Book Value National Trust Community Investment Corporation r 1872448 Book Value National Trust Community Investment Corporation k 72020 Book Value National Trust Insurance Services LLC r 21000 NT CDFI Inc n 24225 Book Value NT CDFI Inc p 83600 Book Value NT CDFI Inc r 850577 Book Value NT CDFI Inc e 210743 Book Value National Trust Community Investment Corporation a-iii 390825 Market Value National Trust Community Investment Corporation a-iv 152190 Market Value National Trust Community Investment Corporation b 683447 Book Value National Trust Community Investment Corporation d 243328 Market Value National Trust Community Investment Corporation h 624263 Book Value National Trust Insurance Services LLC d 6655 National Trust Insurance Services LLC n 938 National Trust Insurance Services LLC p 4262 SchR_P04_S00_L00 Schedule R, Part IV On April 20, 2011, National Trust for Historic Preservation in the US (NTHP) reorganized two of its taxable corporate subsidiaries - Heritage Travel, Inc. (HTI) and National Trust Insurance Services, LLC (NTIS). NTHP contributed all of the stock of HTI (which was solvent at the time) to NTCIC in exchange for ten additional shares of NTCIC common stock. HTI then converted to a limited liability company with a single member, NTCIC (the LLC thus became a disregarded entity for federal income tax purposes). NTHP also contributed its 99% member interest in NTIS LLC to NTCIC.