NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES (EIN 53-0210807)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-04-30
IRS object ID
202621209349302137
Schema version
2024v5.1
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

FieldValueIRS element (for citing)
Return2026-04-30T15:38:27+00:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135381590PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18401 GREENSBORO DR STE 800AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP221023599ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN530210807EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNATIBusinessNameControlTxt
Phone2025886000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 14TH STREET NW 500AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDENISE WISEPersonNm
Person TitleVP, FIN & CONTROLLERPersonTitleTxt
Phone2025886000PhoneNum
Signature2026-04-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTODD TERESCOPreparerPersonNm
PTINP00247720PTIN
Phone7038930600PhoneNum
Preparation2026-04-30PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1CAROL QUILLENBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 14TH STREET NW 500AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$133,878,402GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressSAVINGPLACES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1949FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTHE NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES PROTECTS SIGNIFICANT PLACES REPRESENTING OUR DIVERSE CULTURAL EXPERIENCES BY TAKING DIRECT ACTION AND INSPIRING BROAD PUBLIC SUPPORT.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee369TotalEmployeeCnt
Total Volunteers704TotalVolunteersCnt
Total Gross UBI$1,944,820TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$74,357,526PYContributionsGrantsAmt
CY Contributions Grants$69,324,920CYContributionsGrantsAmt
PY Program Service Revenue$4,573,253PYProgramServiceRevenueAmt
CY Program Service Revenue$5,386,518CYProgramServiceRevenueAmt
PY Investment Income$16,694,200PYInvestmentIncomeAmt
CY Investment Income$20,208,482CYInvestmentIncomeAmt
PY Other Revenue$8,491,214PYOtherRevenueAmt
CY Other Revenue$9,955,911CYOtherRevenueAmt
PY Total Revenue$104,116,193PYTotalRevenueAmt
CY Total Revenue$104,875,831CYTotalRevenueAmt
PY Grants And Similar Paid$16,622,359PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$21,910,768CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$24,252,654PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$26,401,044CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$501,590PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$668,004CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$7,631,106CYTotalFundraisingExpenseAmt
PY Other Expenses$31,151,228PYOtherExpensesAmt
CY Other Expenses$42,284,466CYOtherExpensesAmt
PY Total Expenses$72,527,831PYTotalExpensesAmt
CY Total Expenses$91,264,282CYTotalExpensesAmt
PY Revenues Less Expenses$31,588,362PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$13,611,549CYRevenuesLessExpensesAmt
Total Assets BOY$527,249,788TotalAssetsBOYAmt
Total Assets EOY$562,902,803TotalAssetsEOYAmt
Total Liabilities BOY$55,213,739TotalLiabilitiesBOYAmt
Total Liabilities EOY$59,969,674TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$472,036,049NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$502,933,129NetAssetsOrFundBalancesEOYAmt
MissionTHE NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES PROTECTS SIGNIFICANT PLACES REPRESENTING OUR DIVERSE CULTURAL EXPERIENCES BY TAKING DIRECT ACTION AND INSPIRING BROAD PUBLIC SUPPORT.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$34,886,236ExpenseAmt
Grant$21,412,607GrantAmt
Revenue$82,613RevenueAmt
DescHISTORIC PRESERVATION & CONSERVATION: PRESERVATION SERVICES INCLUDES: 1) WORK TO SAVE THREATENED HISTORIC PLACES ACROSS THE COUNTRY; 2) RESEARCH, 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, LANDSCAPES, AND LANDMARKS; 3) FINANCIAL ASSISTANCE/GRANTS AND TECHNICAL SUPPORT THROUGH PROGRAMS INCLUDING THE AFRICAN AMERICAN CULTURAL HERITAGE ACTION FUND, THE BACKING HISTORIC SMALL RESTAURANTS, AND THE NATIONAL FUND FOR SACRED PLACES GRANT PROGRAMS; THESE PROGRAMS SUPPORT THE PRESERVATION OF HISTORIC BUILDINGS, LANDSCAPES, AND COLLECTIONS; PUBLIC INTERPRETATION OF HISTORIC PLACES; CAPACITY-BUILDING; PRESERVATION EDUCATION PROGRAMS, CONFERENCES, AND RETENTION OF PROFESSIONAL CONSULTANTS; 4) PARTNERSHIPS WITH STATE AND LOCAL PRIVATE NONPROFIT PRESERVATION GROUPS TO DEVELOP RESOURCES TO PROMOTE PRESERVATION AS A SOLUTION TO IMPORTANT NATIONAL ISSUES, SUPPORT THE FINANCIAL SUSTAINABILITY OF SIGNIFICANT HISTORIC SITES, AND ADVANCE BEST PRACTICES IN PRESERVATION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$34,048,225ExpenseAmt
Grant$462,561GrantAmt
Revenue$4,626,779RevenueAmt
DescHISTORIC SITES - THE NATIONAL TRUST AND ITS PARTNERS ARE THE STEWARDS OF 27 NATIONAL TRUST HISTORIC SITES WHICH ARE OPEN TO THE PUBLIC. THEY ARE A NATIONALLY SIGNIFICANT COLLECTION OF HISTORIC PLACES THAT INCLUDE A WIDE VARIETY OF ARCHITECTURAL STYLES, STRUCTURES, LANDSCAPES, AND OBJECT COLLECTIONS THAT BRING DIVERSE STORIES OF AMERICAN HISTORY TO LIFE. IN 2024/2025, THE NATIONAL TRUST OWNED AND MANAGED 10 OF THESE SITES; OWNED 11 SITES (ONE THROUGH A LONG-TERM LEASE) THAT ARE MANAGED BY INDEPENDENT LOCAL ORGANIZATIONS; AND PROVIDED LIMITED SUPPORT TO SIX OTHER SITES THAT ARE OWNED AND MANAGED BY OTHER ENTITIES. THESE HISTORIC SITES WELCOMED OVER 1,282,000 VISITORS IN 2024/2025. THE HISTORY, STORIES, PEOPLE, COLLECTIONS, ARCHITECTURE, AND LANDSCAPES OF THESE SITES ARE INTERPRETED TO ON-SITE VISITORS, AND THROUGH DIGITAL PROGRAMS, SOCIAL MEDIA, WEBSITES, AND WRITTEN COMMUNICATION TO MILLIONS MORE. THE SITES SERVE THEIR COMMUNITIES BY PROVIDING EDUCATIONAL PROGRAMS, EVENTS, AND UNIQUE GATHERING PLACES FOR COMMUNITY RESIDENTS. THE NATIONAL TRUST AND ITS PARTNER ORGANIZATIONS MAINTAIN THE SITES AS GOOD MODELS FOR HISTORIC PRESERVATION, COLLECTIONS MANAGEMENT, INTERPRETATION, AND COMPREHENSIVE STEWARDSHIP.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$8,355,563ExpenseAmt
Grant$35,600GrantAmt
Revenue$413,014RevenueAmt
DescHISTORIC PRESERVATION & CONSERVATION: EDUCATION - COMMUNICATES THE IMPORTANCE OF HISTORIC PRESERVATION, THREATS TO HISTORIC PLACES, AND ACHIEVEMENTS IN SAVING HISTORIC PLACES TO MEMBERS AND THE PUBLIC. PRODUCES AN ANNUAL CONFERENCE, WEBINARS, AND IN-PERSON TRAININGS, QUARTERLY MAGAZINE, PROFESSIONAL JOURNAL, AUDIENCE NEWSLETTERS, AND WEBSITES TO HIGHLIGHT IMPORTANT PRESERVATION ISSUES, COMMUNICATE PRESERVATION SUCCESSES, AND STIMULATE NEW INTEREST IN HISTORIC PRESERVATION. TO INSPIRE ACTION BY THE PUBLIC, STAGES MEDIA CAMPAIGNS SUCH AS THE 11 MOST ENDANGERED HISTORIC PLACES LIST. PROVIDES INFORMATION ABOUT THE LEGAL AND POLICY ASPECTS OF HISTORIC PRESERVATION. HISTORIC PRESERVATION & CONSERVATION: MEMBERSHIP OUTREACH - EDUCATE THE GENERAL PUBLIC ON THE IMPORTANCE OF AND TECHNIQUES FOR PRESERVING THE NATION'S ARCHITECTURAL AND CULTURAL HERITAGE. HISTORIC PRESERVATION AND CONSERVATION: PUBLICATIONS INCLUDE: 1) "PRESERVATION," THE QUARTERLY MAGAZINE CHRONICLING INDIVIDUALS AND PROGRAMS WORKING TO SAVE HISTORIC PLACES; 2) "FORUM JOURNAL," A SCHOLARLY JOURNAL SERVING A NETWORK OF PRESERVATION PROFESSIONALS, STUDENTS AND VOLUNTEERS; 3) WWW.SAVINGPLACES.ORG AND WWW.SAVINGPLACES.ORG/PRESERVATION-LEADERSHIP-FORUM (PRESERVATION LEADERSHIP FORUM) OFFER ONLINE CONTENT AND EMAIL COMMUNICATIONS THAT INSPIRE AND EDUCATE THE PUBLIC AND PRESERVATIONISTS AT ALL LEVELS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$77,290,024TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document394IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee369EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DENISE WISEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2025886000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 14TH ST NW SUITE 500AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ELIZABETH KIRKLAND CAHILL
VICE CHAIR, CHAIR ELECT AND GENERAL TRUSTEE2.00.0Yes (X)Yes (X)$0$0$0
PHOEBE TUDOR
CHAIR AND GENERAL TRUSTEE2.00.0Yes (X)Yes (X)$0$0$0
ALISON K HOAGLAND
TRUSTEE2.00.0Yes (X)$0$0$0
CH RANDOLPH LYON
TRUSTEE (THRU 10/24)2.00.0Yes (X)$0$0$0
CHARLES F SAMS III
EX OFFICIO TRUSTEE (THRU 01/25)2.00.0Yes (X)$0$0$0
CHRISTINA LEE BROWN
TRUSTEE2.00.0Yes (X)$0$0$0
COSBY HUNT
EX OFFICIO TRUSTEE (THRU 09/24)2.00.0Yes (X)$0$0$0
DAMIEN DWIN
TRUSTEE2.00.0Yes (X)$0$0$0
DANIELLE DEL SOL
EX OFFICIO TRUSTEE2.00.0Yes (X)$0$0$0
DAVID SCOTT PARKER
TRUSTEE2.00.0Yes (X)$0$0$0
DONNA COLSON
TRUSTEE (AS OF 10/24)2.00.0Yes (X)$0$0$0
DOUG BURGUM
EX OFFICIO TRUSTEE (AS OF 05/25)2.00.0Yes (X)$0$0$0
EDWARD I TORREZ
EX OFFICIO TRUSTEE2.00.0Yes (X)$0$0$0
JAY C CLEMENS
FORMER PRESIDENT & CEO (THRU 01/24) AND TRUSTEE (AS OF 02/24)2.00.0Yes (X)$8,874$0$2,585
JENNIFER SKYLER
TRUSTEE2.00.0Yes (X)$0$0$0
JOE BEASLEY
EX OFFICIO TRUSTEE (01/25-05/25)2.00.0Yes (X)$0$0$0
JOEL EDWARD DANIES
EX OFFICIO TRUSTEE (AS OF 10/24)2.00.0Yes (X)$0$0$0
KAYWIN FELDMAN
EX OFFICIO TRUSTEE2.00.0Yes (X)$0$0$0
KELLY WILLIAMS
TRUSTEE (AS OF 10/24)2.00.0Yes (X)$0$0$0
MARTHA NELSON
CHAIR (THRU 10/24)2.00.0Yes (X)$0$0$0
PAMELA BONDI
EX OFFICIO TRUSTEE (AS OF 04/25)2.00.0Yes (X)$0$0$0
PETER KIES
TRUSTEE2.00.0Yes (X)$0$0$0
ROBERT JOSEPH VILA
TRUSTEE2.00.0Yes (X)$0$0$0
SAM DIXON
TRUSTEE2.00.0Yes (X)$0$0$0
Samantha Klein Frank
EX OFFICIO TRUSTEE (THRU 04/25)2.00.0Yes (X)$0$0$0
SHELLY JOON KEITH
TRUSTEE (THRU 10/24)2.00.0Yes (X)$0$0$0
TONY GELDERMAN
TRUSTEE2.00.0Yes (X)$0$0$0
TRACY FRIST
TRUSTEE2.00.0Yes (X)$0$0$0
WILLIAM BATES
TRUSTEE2.00.0Yes (X)$0$0$0
CAROL QUILLEN
PRESIDENT & CEO40.00.0Yes (X)$506,236$0$18,575
DENISE WISE
VP OF FINANCE & CONTROLLER (Former Interim CFO 5-11/24)38.02.0Yes (X)$230,083$0$27,463
NATALIE ROBINSON
CHIEF FINANCIAL OFFICER (AS OF 11/24)40.00.0Yes (X)$21,944$0$23
ROSS M BRADFORD
ASSISTANT CORPORATE SECRETARY40.00.0Yes (X)$180,027$0$21,276
THOMPSON M MAYES
CHIEF LEGAL OFFICER & CORPORATE SECRETARY40.00.0Yes (X)$269,136$0$34,099
DEMOND LEGGS
EXEC DIR, AACHAF & SR VP, NTHP40.00.0$250,230$0$23,938Yes (X)
EDWARD WHITAKER
ACTING CHIEF MARKETING OFFICER40.00.0$178,461$0$25,912Yes (X)
JO ANN MCELWAIN
CHIEF DEVELOPMENT OFFICER40.00.0$326,243$0$28,683Yes (X)
OMAR EATON-MARTINEZ
SR VP, HISTORIC SITES40.00.0$194,872$0$35,323Yes (X)
ROBERT NIEWEG
SR VP FOR PRESERVATION SERVICES & OUTREACH40.00.0$201,462$0$15,161Yes (X)
SHAW SPRAGUE
VP FOR GOVERNMENT RELATIONS40.00.0$177,505$0$34,165Yes (X)
TABITHA ALMQUIST
CHIEF ADMINISTRATIVE OFFICER40.00.0$283,075$0$25,337Yes (X)
Elizabeth S Merritt
DEPUTY GENERAL COUNSEL40.00.0$192,182$0$9,543Yes (X)
MARIANNA KNIGHT
FORMER VP, HUMAN RESOURCES (THRU 2/24)40.00.0$205,064$0$10,363Yes (X)
MICHELLE HORTON
VP OF INSTITUTIONAL PARTNERSHIPS & STRATEGY40.00.0$202,137$0$8,404Yes (X)
PATRICIA WINTERTON
VP OF PHILANTHROPY40.00.0$199,136$0$35,102Yes (X)
SUSAN LATTANZI
VP OF INFORMATION TECHNOLOGY & REAL ESTATE40.00.0$195,783$0$22,441Yes (X)
PATRICIA M WOODWORTH
FORMER CHIEF FINANCIAL OFFICER (THRU 5/24)40.00.0$150,431$0$144Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,972,881TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$378,537TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K71IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HOBBS INC
27 GROVE STREETNEW CANAANCT06840CONSTRUCTION SERVICES$1,435,299
BERGLUND CONSTRUCTION COMPANY
8410 S SOUTH CHICAGO AVENUECHICAGOIL60617CONSTRUCTION SERVICES$581,386
SHENANDOAH PLANING MILL
471 COLD STORAGE RDCHARLES TOWNWV25414CONSTRUCTION SERVICES$568,554
ALLEGRONE CONSTRUCTION CO INC
150 PITTSFIELD ROADLENOXMA01240CONSTRUCTION SERVICES$526,567
DATAPRISE LLC
PO BOX 22645NEW YORKNY10087MANAGED IT SERVICES$429,839
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K30CntrctRcvdGreaterThan100KCnt
Federated Campaigns$21,700FederatedCampaignsAmt
Fundraising$471,960FundraisingAmt
Government Grants$1,095,066GovernmentGrantsAmt
All Other Contributions$67,736,194AllOtherContributionsAmt
Noncash Contributions$235,144NoncashContributionsAmt
Total Contributions$69,324,920TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
ADMISSION AND SPECIAL EVENTS900099$4,253,289$3,488,539$764,750$0
REIMBURSEMENT OF EXPENSES900099$467,489$467,489$0$0
CONTRACT SERVICES/COMMISSIONS900099$401,628$401,628$0$0
ADVERTISING541800$264,112$0$264,112$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$5,386,518TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,519,558TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$194,108UnrelatedBusinessRevenueAmt
Exclusion$6,325,450ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,328,084TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$417,428UnrelatedBusinessRevenueAmt
Exclusion$910,656ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$3,784,181RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,118,581RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,665,600RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,665,600TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,665,600ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$39,854,401SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$26,165,477SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$13,688,924SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,688,924TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$13,688,924ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$367,917FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$471,960ContriRptFundraisingEventAmt
Fundraising Direct Expenses$332,555FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,362TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$35,362ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$717,415GrossSalesOfInventoryAmt
Cost Of Goods Sold$385,958CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$331,457TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$304,422UnrelatedBusinessRevenueAmt
Exclusion$27,035ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
EQUITY INTEREST IN SUBSIDIARIES900099$4,988,259$0$0$4,988,259
EARNINGS ALLOCATED TO ENDOWMENTS HELD FO900099$1,148,284$0$0$1,148,284
INSURANCE LOSS REPAYMENTS900099$412,870$0$0$412,870

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,995TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$45,995ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$6,595,408OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$104,875,831TotalRevenueColumnAmt
Related Or Exempt Func Income$4,357,656RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,944,820UnrelatedBusinessRevenueAmt
Exclusion$29,248,435ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$21,840,768TotalAmt
Program Services$21,840,768ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$70,000TotalAmt
Program Services$70,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,428,599TotalAmt
Program Services$1,941,821ProgramServicesAmt
Management And General$928,950ManagementAndGeneralAmt
Fundraising$557,828FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$18,388,640TotalAmt
Program Services$12,546,650ProgramServicesAmt
Management And General$2,268,850ManagementAndGeneralAmt
Fundraising$3,573,140FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$776,406TotalAmt
Program Services$496,592ProgramServicesAmt
Management And General$125,696ManagementAndGeneralAmt
Fundraising$154,118FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,191,273TotalAmt
Program Services$1,406,447ProgramServicesAmt
Management And General$356,939ManagementAndGeneralAmt
Fundraising$427,887FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,616,126TotalAmt
Program Services$1,051,756ProgramServicesAmt
Management And General$264,170ManagementAndGeneralAmt
Fundraising$300,200FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$30,737TotalAmt
Program Services$21,385ProgramServicesAmt
Management And General$5,700ManagementAndGeneralAmt
Fundraising$3,652FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$264,230TotalAmt
Program Services$0ProgramServicesAmt
Management And General$264,230ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$45,000TotalAmt
Program Services$45,000ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$668,004TotalAmt
Fundraising$668,004FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$795,999TotalAmt
Program Services$729,182ProgramServicesAmt
Management And General$66,817ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,435,647TotalAmt
Program Services$4,526,852ProgramServicesAmt
Management And General$571,592ManagementAndGeneralAmt
Fundraising$337,203FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$480,229TotalAmt
Program Services$235,191ProgramServicesAmt
Management And General$234,141ManagementAndGeneralAmt
Fundraising$10,897FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,598,350TotalAmt
Program Services$1,232,774ProgramServicesAmt
Management And General$206,103ManagementAndGeneralAmt
Fundraising$159,473FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,915,147TotalAmt
Program Services$2,348,317ProgramServicesAmt
Management And General$234,836ManagementAndGeneralAmt
Fundraising$331,994FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,101,420TotalAmt
Program Services$827,486ProgramServicesAmt
Management And General$113,973ManagementAndGeneralAmt
Fundraising$159,961FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$776,620TotalAmt
Program Services$776,620ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$140,035TotalAmt
Program Services$52,514ProgramServicesAmt
Management And General$87,521ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$806,771TotalAmt
Program Services$650,160ProgramServicesAmt
Management And General$92,577ManagementAndGeneralAmt
Fundraising$64,034FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,295,143TotalAmt
Program Services$1,051,578ProgramServicesAmt
Management And General$243,565ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
REAL ESTATE$12,382,213$12,382,213$0$0
PROPERTY DEVELOPMENT$5,732,544$5,732,544$0$0
ALL OTHER EXPENSES$4,981,234$4,382,030$271,412$327,792
PRINTING$1,980,439$1,688,998$2,620$288,821

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,522,708TotalAmt
Program Services$1,253,146ProgramServicesAmt
Management And General$3,460ManagementAndGeneralAmt
Fundraising$266,102FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$91,264,282TotalAmt
Program Services$77,290,024ProgramServicesAmt
Management And General$6,343,152ManagementAndGeneralAmt
Fundraising$7,631,106FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$8,233,442BOYAmt
EOY$7,074,253EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$56,601,613BOYAmt
EOY$11,979,787EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,436,186BOYAmt
EOY$2,289,167EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$243,735BOYAmt
EOY$113,273EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$620,611BOYAmt
EOY$678,715EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$667,734BOYAmt
EOY$715,209EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$15,224,715LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,956,417LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,763,326BOYAmt
EOY$5,268,298EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$119,453,307BOYAmt
EOY$178,044,560EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$323,219,660BOYAmt
EOY$349,430,787EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$9,010,174BOYAmt
EOY$7,308,754EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$527,249,788BOYAmt
EOY$562,902,803EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,117,943BOYAmt
EOY$6,065,138EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$12,598,528BOYAmt
EOY$16,888,762EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,315,005BOYAmt
EOY$4,849,111EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,264,485BOYAmt
EOY$1,274,778EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$1,000,000BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$31,917,778BOYAmt
EOY$30,891,885EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$55,213,739BOYAmt
EOY$59,969,674EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$113,096,512BOYAmt
EOY$116,226,143EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$358,939,537BOYAmt
EOY$386,706,986EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$472,036,049BOYAmt
EOY$502,933,129EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$527,249,788BOYAmt
EOY$562,902,803EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$13,611,549ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$17,285,531NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$45,766,893CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$63,345,381CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$63,104,275CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$74,357,526CurrentTaxYearMinus1YearAmt
Current Tax Year$69,324,920CurrentTaxYearAmt
Total$315,898,995TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$45,766,893CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$63,345,381CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$63,104,275CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$74,357,526CurrentTaxYearMinus1YearAmt
Current Tax Year$69,324,920CurrentTaxYearAmt
Total$315,898,995TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$122,711,296SubstantialContributorsTotAmt
Public Support Total170$193,187,700PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,611,236CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,179,872CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,055,798CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,618,091CurrentTaxYearMinus1YearAmt
Current Tax Year$11,631,823CurrentTaxYearAmt
Total$42,096,820TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,652,591CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,671,216CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,693,471CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,234,274CurrentTaxYearMinus1YearAmt
Current Tax Year$6,595,408CurrentTaxYearAmt
Total$24,846,960TotalAmt
FieldValueIRS element (for citing)
Total Support$382,842,775TotalSupportAmt
Gross Receipts Rltd Activities$23,436,541GrossReceiptsRltdActivitiesAmt
Public Support CY1700.50461PublicSupportCY170Pct
Public Support PY1700.51463PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - INSURANCE LOSS REPAYMENTS, COLUMN A - 77385.0, COLUMN B - 131723.0, COLUMN C - 24302.0, COLUMN D - 341751.0, COLUMN E - 412870.0, COLUMN F - 988031.0; DESCRIPTION - SALE OF PROPERTY, COLUMN A - 14000.0, COLUMN B - 0.0, COLUMN C - 40986.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 54986.0; DESCRIPTION - OTHER MISCELLANEOUS INCOME, COLUMN A - 9887.0, COLUMN B - 26605.0, COLUMN C - 84693.0, COLUMN D - 30518.0, COLUMN E - 45995.0, COLUMN F - 197698.0; DESCRIPTION - EQUITY INTEREST IN SUBSIDIARIES, COLUMN A - 5123271.0, COLUMN B - 1681358.0, COLUMN C - 2570147.0, COLUMN D - 3716809.0, COLUMN E - 4988259.0, COLUMN F - 18079844.0; DESCRIPTION - EARNINGS ALLOCATED TO ENDOWMENTS HELD, COLUMN A - 1428048.0, COLUMN B - 831530.0, COLUMN C - 973343.0, COLUMN D - 1145196.0, COLUMN E - 1148284.0, COLUMN F - 5526401.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$32,183FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$143,956FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$176,139FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$91,088,142FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$91,264,281FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$248,251CurrentYearMinus3Amt
Current Year Minus2$250,077CurrentYearMinus2Amt
Current Year Minus1$153,231CurrentYearMinus1Amt
Current Year$176,139CurrentYearAmt
Total$827,698TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$58,239CurrentYearMinus3Amt
Current Year Minus2$88,763CurrentYearMinus2Amt
Current Year Minus1$18,834CurrentYearMinus1Amt
Current Year$32,183CurrentYearAmt
Total$198,019TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held6DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held1FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$30,000DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$0FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$408,954DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$8,000FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$8,767,937DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$205,586FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Historic Land AreaYes (X)HistoricLandAreaInd
Historic StructureYes (X)HistoricStructureInd
Total Easements131TotalEasementsCnt
Total Acreage953.0TotalAcreageCnt
Historic Structure Easements110HistoricStructureEasementsCnt
Historic Strctr Easements Aftr5HistoricStrctrEasementsAftrCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held27StatesEasementsHeldCnt
Written Policy MonitoringYes (true)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement3938.0StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$270,910ExpensesIncurredEnforcementAmt
Section170h Rqr StsfdYes (true)Section170hRqrStsfdInd
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SaleYes (true)SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$324,164,947BeginningYearBalanceAmt
Contributions$4,986,537ContributionsAmt
Investment Earnings Or Losses$31,229,677InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,731,968GrantsOrScholarshipsAmt
Other Expenditures$16,510,286OtherExpendituresAmt
Administrative Expenses$2,687,119AdministrativeExpensesAmt
End Year Balance$339,451,788EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$309,354,526BeginningYearBalanceAmt
Contributions$4,407,853ContributionsAmt
Investment Earnings Or Losses$27,060,087InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,466,452GrantsOrScholarshipsAmt
Other Expenditures$12,666,924OtherExpendituresAmt
Administrative Expenses$2,524,143AdministrativeExpensesAmt
End Year Balance$324,164,947EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$297,729,719BeginningYearBalanceAmt
Contributions$4,189,950ContributionsAmt
Investment Earnings Or Losses$20,928,055InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,437,361GrantsOrScholarshipsAmt
Other Expenditures$8,566,234OtherExpendituresAmt
Administrative Expenses$3,489,603AdministrativeExpensesAmt
End Year Balance$309,354,526EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$336,519,087BeginningYearBalanceAmt
Contributions$14,493,119ContributionsAmt
Investment Earnings Or Losses-$40,512,414InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,376,538GrantsOrScholarshipsAmt
Other Expenditures$8,301,486OtherExpendituresAmt
Administrative Expenses$3,092,049AdministrativeExpensesAmt
End Year Balance$297,729,719EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$252,274,995BeginningYearBalanceAmt
Contributions$4,959,759ContributionsAmt
Investment Earnings Or Losses$91,713,667InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,297,860GrantsOrScholarshipsAmt
Other Expenditures$8,860,037OtherExpendituresAmt
Administrative Expenses$2,271,437AdministrativeExpensesAmt
End Year Balance$336,519,087EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.31BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.57PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.12TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,034,710OtherCostOrOtherBasisAmt
Depreciation$2,903,937DepreciationAmt
Book Value$4,130,773BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,272,311OtherCostOrOtherBasisAmt
Depreciation$2,525,486DepreciationAmt
Book Value$746,825BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,917,694OtherCostOrOtherBasisAmt
Depreciation$4,526,994DepreciationAmt
Book Value$390,700BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,268,298TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives
INVESTMENT IN SUBSIDIARIES$18,235,235C
OTHER NON-PUBLIC INVESTMENTS$331,195,552F
FieldValueIRS element (for citing)
Total Book Value Securities$349,430,787TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
Federal Income Taxes
MONTPELIER FOUNDATION ENDOWMENT$9,656,439
LEASE LIABILITY$8,486,213
ENDOWMENT FOR CONGRESSIONAL CEMETERY$6,093,648
BELLE GROVE ENDOWMENT$3,752,599
GIFT ANNUITIES$1,589,823
OTHER LIABILITIES$1,313,163
FieldValueIRS element (for citing)
Total Liability$30,891,885TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$123,541,552TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$17,285,531NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$1,457,676DonatedServicesAndUseFcltsAmt
Other Revenue$718,513OtherRevenueAmt
Revenue Not Reported$19,461,720RevenueNotReportedAmt
Revenue Subtotal$104,079,832RevenueSubtotalAmt
Investment Expenses Not Incld$795,999InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$795,999RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$104,875,831TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$92,644,472TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$1,457,676DonatedServicesUseFcltsAmt
Other Expenses Included$718,513OtherExpensesIncludedAmt
Expenses Not Reported$2,176,189ExpensesNotReportedAmt
Expenses Subtotal$90,468,283ExpensesSubtotalAmt
Investment Expenses Not Incld2$795,999InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$795,999ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$91,264,282TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part II, Line 4NUMBER OF STATES WHERE PROPERTIES SUBJECT TO CONSERVATION EASEMENTS ARE LOCATED WAS 26 PLUS THE DISTRICT OF COLUMBIA FOR A TOTAL OF 27.
Schedule D, Part II, Line 5 Conservation easements policyTHE 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 ALSO HAS STANDARD OPERATING PROCEDURES TO PROVIDE GUIDANCE TO THE ORGANIZATION'S STAFF ON THE PROCEDURES FOR ADMINISTERING ITS EASEMENT PROGRAM. 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.
Schedule D, Part II, Line 9 Conservation easements financial reportingEXPENSES RELATING TO THE ADMINISTRATION OF THE NATIONAL TRUST'S EASEMENT PROGRAM ARE INCLUDED AS PROGRAM-RELATED EXPENSES ON THE STATEMENT OF FUNCTIONAL EXPENSES. THE VALUE OF EASEMENTS IS NOT INCLUDED ON THE STATEMENT OF FINANCIAL POSITION.
Schedule D, Part III, Line 1a Collections of art - financial statement footnoteTHE TRUST'S MUSEUM COLLECTION INCLUDES HISTORIC SITES, STRUCTURES, LANDSCAPES, AND OBJECTS THAT ARE AVAILABLE TO THE PUBLIC OR HELD FOR THAT PURPOSE. IT ACQUIRES ITS COLLECTION BY PURCHASE OR BY DONATION. THE TRUST'S COLLECTIONS MANAGEMENT POLICY INCLUDES GUIDANCE ON THE DOCUMENTATION, PRESERVATION, CARE, AND MANAGEMENT OF THE COLLECTIONS AND PROCEDURES RELATED TO THE ACCESSION AND DEACCESSION OF COLLECTION ITEMS. IN CONFORMITY WITH THE PRACTICE GENERALLY FOLLOWED BY MUSEUMS, NO VALUE IS ASSIGNED TO THE COLLECTIONS IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. THE HISTORIC SITES, INCLUDING OBJECTS AND FURNISHINGS, OWNED BY THE TRUST WITH THE INTENT OF RETENTION ARE NOT REPORTED IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECOGNIZED AS REDUCTIONS IN UNRESTRICTED NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE PERIOD OF ACQUISITION. PER THE TRUST'S COLLECTIONS MANAGEMENT POLICY AND FOLLOWING PROFESSIONAL STANDARDS AND GUIDELINES, PROCEEDS FROM DEACCESSIONS OF COLLECTION ITEMS ARE DESIGNATED FOR THE REPLENISHMENT OR CARE OF OTHER OBJECTS WITHIN THE MUSEUM COLLECTION AND THE PRESERVATION OF HISTORIC STRUCTURES OR HISTORIC LANDSCAPE FEATURES THAT ARE PART OF THE HISTORIC STRUCTURES AND LANDSCAPES COLLECTION. EXPENDITURES FOR RESTORATION, STABILIZATION, RECONSTRUCTION, AND DEVELOPMENT ARE CHARGED TO EXPENSE AS INCURRED.
Schedule D, Part III, Line 4 Collections of art - description of collectionsTHE 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.
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE 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 NATIONAL TRUST'S CHARITABLE AND EDUCATIONAL PROGRAMS AND ACTIVITIES.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTHE TRUST ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES (ASC 740), WHICH 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 TRUST DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS. THE TRUST IS STILL OPEN TO EXAMINATION BY TAXING AUTHORITIES FROM FISCAL YEAR ENDED JUNE 30, 2022 FORWARD. THE NATIONAL TRUST IS A SECTION 501(C)(3) ORGANIZATION EXEMPT FROM INCOME TAX AS PROVIDED UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS TAXABLE INCOME IS SUBJECT TO INCOME TAX.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990COST OF GOODS SOLD - 385957 FUNDRAISING EXPENSE - 332556
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990COST OF GOODS SOLD - 385958 FUNDRAISING EXPENSE - 332555

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Investments$131,030,815
Europe (Including Iceland and Greenland)00Investments$15,983,703
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$147,014,518SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$147,014,518TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsFormAndLineReferenceDesc
ExplanationCENTRAL AMERICA AND THE CARIBBEAN-Other; EUROPE (INCLUDING ICELAND AND GREENLAND)-OtherExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
AVALON CONSULTING GROUP
1011 BAY RIDGE AVE UNIT 323ANNAPOLISMD21403DIGITAL MARKETINGfalse$0$446,004-$446,004
EIDOLON COMMUNICATIONS INC
247 MUNICIPAL RDERWINNAPA18920DIRECT MARKETINGfalse$0$222,000-$222,000
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$668,004TotalRetainedByContractorsAmt
Total Net To Organization-$668,004TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GLASS HOUSEEvent1Nm
Gross Receipts Event1$496,712GrossReceiptsEvent1Amt
Charitable Contri Event1$245,250CharitableContriEvent1Amt
Gross Revenue Event1$251,462GrossRevenueEvent1Amt
Other Direct Expenses Event1$190,911OtherDirectExpensesEvent1Amt
Event2WILSON HOUSEEvent2Nm
Gross Receipts Event2$158,274GrossReceiptsEvent2Amt
Charitable Contri Event2$128,885CharitableContriEvent2Amt
Gross Revenue Event2$29,389GrossRevenueEvent2Amt
Other Direct Expenses Event2$70,765OtherDirectExpensesEvent2Amt
Other Events Total4OtherEventsTotalCnt
Gross Receipts Other Events$184,891GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$97,825CharitableContriOtherEventsAmt
Gross Revenue Other Events$87,066GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$70,879OthDirectExpnssOtherEventsAmt
Gross Receipts Total$839,877GrossReceiptsTotalAmt
Charitable Contributions Tot$471,960CharitableContributionsTotAmt
Gross Revenue Total Events$367,917GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$332,555OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$332,555DirectExpenseSummaryEventsAmt
Net Income Summary$35,362NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (209 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
NT GREEN FUND INC
600 14TH ST NW 500WASHINGTONDC20005994302051501(C)(3)$1,700,000HISTORIC PRESERVATION
ST JAMES AME CHURCH
419 S 8TH STREETMAYFIELDKY42066621421651501(C)(3)$1,413,451HISTORIC PRESERVATION
HISTORIC BROWN CHAPEL AME
117 LANDLINE ROADSELMAAL36701270790354501(C)(3)$1,020,000HISTORIC PRESERVATION
ROBERTS TEMPLE CHURCH OF GOD IN CHRIST
4021 S STATE STREETCHICAGOIL60609366145500501(C)(3)$1,000,000HISTORIC PRESERVATION
MONTPELIER FDN
PO BOX 67 13384 LDRY RdMPR STNVA22957311620682501(C)(3)$551,588HISTORIC PRESERVATION
GLIDE FOUNDATION
330 ELLIS STREETSAN FRANCISCOCA94102941156481501(C)(3)$500,000HISTORIC PRESERVATION
ANTIOCH BAPTIST CHURCH
1057 TEXAS AVENUESHREVEPORTLA71101720797968501(C)(3)$500,000HISTORIC PRESERVATION
FIRST CONG CHURCH OF MARION (UCC)
535 CLAY STMARIONAL36756823083560501(C)(3)$500,000HISTORIC PRESERVATION
MT CARMEL MISSIONARY BAPTIST
1717 W MEINECKE AVMILWAUKEEWI53206391671969501(C)(3)$500,000HISTORIC PRESERVATION
NEW BETHEL BAPTIST CHURCH
8430 C L FRANKLIN BLVDDETROITMI48206381724101501(C)(3)$500,000HISTORIC PRESERVATION
QUINN CHAPEL AME FREDERICK
106 E 3RD STREETFREDERICKMD21701521434622501(C)(3)$500,000HISTORIC PRESERVATION
ST ALPHONSUS LIGUORI
1118 N GRAND BLVDST LOUISMO63106430653430501(C)(3)$499,999HISTORIC PRESERVATION
BOYNTON CHAPEL METHODIST
2812 MILLBY STREETHOUSTONTX77004760094310501(C)(3)$475,000HISTORIC PRESERVATION
DICKERSON CHAPEL AME CHURCH
100 E QUEEN STREETHILLSBOROUGHNC27278822393631501(C)(3)$400,000HISTORIC PRESERVATION
SIXTEENTH STREET BAPTIST CHURCH
1530 6TH AVENUE NORTHBIRMINGHAMAL35203630397962501(C)(3)$300,000HISTORIC PRESERVATION
CLEVELAND RESTORATION SOC
3751 PROSPECT AVENUECLEVELANDOH44115237218767501(C)(3)$300,000HISTORIC PRESERVATION
ASSOCIATION FOR THE PRESERVATION OF THE CONGRESSIONAL CEMETERY
1801 E ST SEWASHINGTONDC20003521071828501(C)(3)$289,961HISTORIC PRESERVATION
SAINT ADALBERT CATHOLIC CHURCH
2505 GRACE STREETSOUTH BENDIN46619351095958501(C)(3)$250,000HISTORIC PRESERVATION
SOAPSTONE PRESERVATION
PO BOX 454MARIETTASC29661920309884501(C)(3)$250,000HISTORIC PRESERVATION
FAMICOS FOUNDATION
1325 ANSEL ROADCLEVELANDOH44106341053534501(C)(3)$250,000HISTORIC PRESERVATION
FRIENDS OF ZOAR INC
PO BOX 295ODESSADE19730862503985501(C)(3)$250,000HISTORIC PRESERVATION
WILSON COUNTY BLACK HISTORY COMMITTEE
PO BOX 391LEBANONTN37088020693999501(C)(3)$250,000HISTORIC PRESERVATION
IBERIA AFRICAN AMERICAN HIST SOC
PO BOX 9923NEW IBERIALA70562823318938501(C)(3)$220,000HISTORIC PRESERVATION
BLUE GRASS COMM FNDT INC
499 E HIGH STREET 112LEXINGTONKY40507616053466501(C)(3)$200,000HISTORIC PRESERVATION
BURKS CHAPEL AME CHURCH
635 OHIO STREETPADUCAHKY42003611136913501(C)(3)$200,000HISTORIC PRESERVATION
BETHEL AFRICAN METHODIST EPISCOPAL CHURCH
450-512 EAST STRAWBERRY STREETLANCASTERPA17602232526533501(C)(3)$200,000HISTORIC PRESERVATION
NEW HAVEN PRESERVATION
810 MAUPIN AVENUENEW HAVENMO63068431793318501(C)(3)$200,000HISTORIC PRESERVATION
PRESERVATION ALLIANCE OF WEST VIRGINIA INC
421 DAVIS AVENUE 4ELKINSWV26241311028713501(C)(3)$200,000HISTORIC PRESERVATION
PRESERVATION SOUTH CAROLINA
1109 BROAD STREET SUITE 2HCAMDENSC29020570913191501(C)(3)$200,000HISTORIC PRESERVATION
WEST HUNTER STREET BAPTIST CHURCH
1040 RALPH DAVID ABERNATHY BLVD SWATLANTAGA30310580666901501(C)(3)$200,000HISTORIC PRESERVATION
SECOND BAPTIST CHURCH (CA)
2412 GRIFFITH AVENUELOS ANGELESCA90011956002905501(C)(3)$173,442HISTORIC PRESERVATION
TALLADEGA COLLEGE
627 WEST BATTLE STREETTALLADEGAAL35169630288870501(C)(3)$155,000HISTORIC PRESERVATION
DREAM CENTER GOLDEN TRIANGLE
5771 HWY 45 ALT SOUTHWEST POINTMS39773833343694501(C)(3)$150,000HISTORIC PRESERVATION
MARTIN HOUSE RESTORATION CORP
143 JEWETT PARKWAYBUFFLAONY14214161426693501(C)(3)$150,000HISTORIC PRESERVATION
NEW AMSTERDAM MUSICAL ASSN
107 W 130TH STREETNEW YORKNY10027522333917501(C)(3)$150,000HISTORIC PRESERVATION
PRESERVATION BUFFALO NIAGARA
617 MAIN STREET STE 201BUFFALONY14203222986810501(C)(3)$150,000HISTORIC PRESERVATION
SOUTH MEMPHIS RENEWAL COMM DEV
1109 MISSISSIPPI BLVDMEMPHISTN38126460468961501(C)(3)$150,000HISTORIC PRESERVATION
THE LIGHTHOUSE BLACK GIRL PROJECT
PO BOX 607JACKSONMS39205822064693501(C)(3)$150,000HISTORIC PRESERVATION
BASILLCA ST MARY IMMACULATE
PO BOX 2100NORFOLKVA23501331683453501(C)(3)$150,000HISTORIC PRESERVATION
CITY OF CARSON
701 E CARSON STREETCARSONCA90745952513547GOVERNMENT$150,000HISTORIC PRESERVATION
MASJID MUHAMMAD INC
1519 4TH STREET NWWASHINGTONDC20001943135848501(C)(3)$150,000HISTORIC PRESERVATION
MOREHOUSE COLLEGE
830 WESTVIEW DR SWATLANTAGA30314580566205501(C)(3)$150,000HISTORIC PRESERVATION
MORGAN STATE UNIVERSITY
1700 EAST COLD SPRING LANEBALTIMOREMD21251526002033501(C)(3)$150,000HISTORIC PRESERVATION
VIRGINIA STATE UNIVERSITY ALUMNI ASSOCIATION
PO BOX 2488PETERSBURGVA23804541805790501(C)(3)$150,000HISTORIC PRESERVATION
HOWARD UNIVERSITY INC
2400 SIXTH STREET NWWASHINGTONDC20059530204707501(C)(3)$150,000HISTORIC PRESERVATION
CLIVEDEN INC
6401 GERMANTOWN AVENUEPHILADELPHIAPA19144232232675501(C)(3)$141,580HISTORIC PRESERVATION
KENNARD ALUMNI ASSOC
410 LITTLE KIDWELL AVENUECENTREVILLEMD21617300137016501(C)(3)$140,000HISTORIC PRESERVATION
CHURCH OF THE HOLY APOSTLES
296 NINTH AVENUENEW YORKNY10001132892297501(C)(3)$125,000HISTORIC PRESERVATION
UNITARIAN UNIVERSALIST CHURCH OF BUFFALO
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OLD SHIP AME ZION CHURCH
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DEXTER AVE KING MBC
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OLD SARDIS REVITALIZATION CDC
1240 4TH ST NBIRMINGHAMAL35204461532435501(C)(3)$125,000HISTORIC PRESERVATION
THE AUTHENTIC HISTORIC BROWN AME
410 MARTIN LUTHER KING JR STREETSELMAAL36703862580705501(C)(3)$125,000HISTORIC PRESERVATION
EAST MOUNT ZION BAPTIST CHURCH
9990 EUCLID AVENUECLEVELANDOH44106341432055501(C)(3)$112,500HISTORIC PRESERVATION
IVY HERITAGE FOUNDATION
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JACK HADLEY BLACK HISTORY MEMORABILIA
214 ALEXANDER STREETTHOMASVILLEGA31792582125202501(C)(3)$100,000HISTORIC PRESERVATION
NICODEMUS HISTORICAL SOCIETY
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RUTHERFORD YATES MUSEUM
PO BOX 130726HOUSTONTX77219760536349501(C)(3)$100,000HISTORIC PRESERVATION
THE FRIENDS OF HUBBARD HOUSE
942 MCFERRIN AVENUENASHVILLETN37206462928109501(C)(3)$100,000HISTORIC PRESERVATION
CITY OF BOISE CITY
150 N CAPITOL BLVDBOISEID83702826000165GOVERNMENT$100,000HISTORIC PRESERVATION
AME ZION CHURCH OF KINGSTON
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CAMPBELL AFRICAN METHODIST
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DABNEY HILL MISSIONARY BAPTIST CHURCH
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ST PAUL UNITED METHODIST
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THE HISTORIC BETHEL BAPTIST
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DOUGLAS COUNTY HISTORICAL
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SAINT JOHN AFRICAN METHODIST EPISCOPAL CHURCH
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PARTNERS FOR SACRED PLACES INC
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KAM ISAIAH ISRAEL
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NEW LIFE AT CALVARY
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ARCH STREET MEETING HOUSE
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ST RITA CATHOLIC CHURCH
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NC DEPARTMENT OF NATURAL
109 E JONES STREETRALEIGHNC27601566062189GOVERNMENT$75,000HISTORIC PRESERVATION
BRAINERD INSTITUE HERITAGE
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PHYLLIS WHEATLEY COMM CENTER
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PRESERVE SHADY REST COMMITTEE
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PROSPECT PARK ALLIANCE INC
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FIRST AFRICAN METHODIST EPISCOPAL CHURCH OF ATHENS INC
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TOWN OF EATONVILLE
11 PEOPLE STREETEATONVILLEFL32751591023080GOVERNMENT$75,000HISTORIC PRESERVATION
ST PAUL'S CHURCH MARQUETTE
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HAMPTON UNIVERSITY
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ARCH STREET UNITED METHODIST CHURCH
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HAMILTON HOOD FOUNDATION INC
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STRAWBERRY MANSION COMM DEV
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MUSEUM AFRICAN AMERICAN HIST
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CROSSNORE PRESBYTERIAN CHURCH
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FIRST INDIAN PRESBYTERIAN CHURCH
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GRACE EPISCOPAL CHURCH
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ST STEPHEN UNITED METHODIST CHURCH
2520 OATES DRIVEMESQUITETX75150756005365501(C)(3)$50,000HISTORIC PRESERVATION
VANG LUTHERAN CHURCH
VANG LUTHERAN CHURCHDENNISONMN55018411998150501(C)(3)$50,000HISTORIC PRESERVATION
WESLEY AME ZION CHURCH
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AMMD PINE GROVE PROJECT
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BRANDYWINE VAL SCENIC BYWAY COMM
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CINCINNATI PRESERVATION
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MT ZION MEMORIAL FUND
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OLMSTED PARKS CONSERVANCY INC
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THE RENAISSANCE COLLABORATIVE
3757 S WABASH AVENUECHICAGOIL60653363843379501(C)(3)$50,000HISTORIC PRESERVATION
WOODLAWN CONSERVANCY
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GAITHERSBURG PARKS ARTS & REC
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PRESIDENT LINCOLN'S COTTAGE AT THE SOLDIERS' HOME
3700 N CAPITOL ST NWWASHINGTONDC20011471453864501(C)(3)$48,600HISTORIC PRESERVATION
FIRST PRESBYTERIAN CHURCH OF TAOS
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TABERNACLE BAPTIST CHURCH
PO BOX 1564BEAUFORTSC29901253828737501(C)(3)$43,750HISTORIC PRESERVATION
CITY OF FLAGSTAFF
211 W ASPEN AVENUEFLAGSTAFFAZ86001866000244GOVERNMENT$40,350ROUTE 66
UNIVERSITY OF PENNSYLVANIA
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AMANA CHURCH SOCIETY
PO BOX 103MIDDLE AMANAIA52307426069150501(C)(3)$35,000HISTORIC PRESERVATION
BRUCEMORE INC
2160 LINDEN DR SECEDAR RAPIDSIA52403421170531501(C)(3)$33,757HISTORIC PRESERVATION
DRAYTON HALL PRESERVATION TRUST
3380 ASHLEY RIVER ROADCHARLESTONSC29414454938941501(C)(3)$32,798HISTORIC PRESERVATION
HISTORIC PRESERVATION ALLIANCE OF ARKANSAS DBA PRESERVE ARKANSAS
PO BOX 305LITTLE ROCKAR72203710569359501(C)(3)$30,000HISTORIC PRESERVATION
DOVER FRIENDS MEETING (QUAKER)
141 CENTRAL AVENUEDOVERNH03820026008834501(C)(3)$25,000HISTORIC PRESERVATION
FRIENDS OF EASTERN NECK INC
PO BOX 450ROCK HALLMD21661522049646501(C)(3)$25,000HISTORIC PRESERVATION
THE CONVENTION OF THE PROTESTANT EPISCOPAL CHURCH IN THE DIOCESE OF EASTON
314 NORTH STREETEASTONMD21601526015614501(C)(3)$25,000HISTORIC PRESERVATION
WASHINGTON COLLEGE
300 WASHINGTON AVENUECHESTERTOWNMD21620520591691501(C)(3)$25,000HISTORIC PRESERVATION
ASTRODOME CONSERVANCY
2726 BISSONNETHOUSTONTX77005813660137501(C)(3)$20,000HISTORIC PRESERVATION
LOS ANGELES CONSERVANCY
523 WEST SIXTH STREET SUITE 826LOS ANGELESCA90014953273046501(C)(3)$20,000HISTORIC PRESERVATION
NATHPO
1255 22ND ST NWWASHINGTONDC20036742893040501(C)(3)$20,000HISTORIC PRESERVATION
STONE QUARRY HILL ART PARK
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NORMAN ROCKWELL MUSEUM
PO BOX 308STOCKBRIDGEMA01262042450813501(C)(3)$17,254HISTORIC PRESERVATION
THOMAS COLE HISTORIC HOUSE
218 SPRING STREETCATSKILLNY12414270599147501(C)(3)$17,054HISTORIC PRESERVATION
NATIONAL PRESERVATION PARTNERS NETWORK
PO BOX 1372KNOXVILLETN37901831010033501(C)(3)$17,000HISTORIC PRESERVATION
FILOLI CENTER INC
86 CANADA ROADWOODSIDECA940620000952996648501(C)(3)$15,596HISTORIC PRESERVATION
COLFAX COUNTY
PO BOX 1498RATONNM87740856000208GOVERNMENT$15,000HISTORIC PRESERVATION
DC PRESERVATION LEAGUE
1328 FLORIDA AVENUE NWWASHINGTONDC20009521038849501(C)(3)$15,000HISTORIC PRESERVATION
FOUNDATION FOR THE REX THEATER CORP
PO BOX 66PRIEST RIVERID838560066832752918501(C)(3)$15,000HISTORIC PRESERVATION
HIGH LINE CANAL CONSERVANCY
4010 E ORCHARD RDCENTENNIALCO80121814337938501(C)(3)$15,000HISTORIC PRESERVATION
HOUSTON FREEDMEN'S TOWN CONSERVANCY
PO BOX 22602HOUSTONTX77227832421452501(C)(3)$15,000HISTORIC PRESERVATION
MILWAUKEE PRESERVATION ALLIANCE INC
1100 S 5TH STREET SUITE 319MILWAUKEEWI53204432026706501(C)(3)$15,000HISTORIC PRESERVATION
NEWPORT RESTORATION FOUNDATION
680 BELLEVUE AVENUENEWPORTRI02840050317816501(C)(3)$15,000HISTORIC PRESERVATION
PROMONTORY POINT CONSERVANCY
5052 S WOODLAWN AVENUECHICAGOIL606152825871456031501(C)(3)$15,000HISTORIC PRESERVATION
PROVIDENCE PRESERVATION SOCIETY
24 MEETING STREETPROVIDENCERI02903050283958501(C)(3)$15,000HISTORIC PRESERVATION
SCANDIA HERITAGE ALLIANCE
PO BOX 159SCANDIAMN55073831575163501(C)(3)$15,000HISTORIC PRESERVATION
SCENIC AMERICA
1012 14TH STREET NORTHWESTWASHINGTONDC20005232188166501(C)(3)$15,000ROUTE 66
SPANISH COLONIAL ARTS SOCIETY INC
750 CAMINO LEJOSANTA FENM87505856011544501(C)(3)$15,000HISTORIC PRESERVATION
THE CHINATI FOUNDATION
1 CALVARY ROWMARFATX798431135742340423501(C)(3)$15,000HISTORIC PRESERVATION
TOWN OF WHATELY
4 SANDY LANESOUTH DEERFIELDMA01373046001364GOVERNMENT$14,000HISTORIC PRESERVATION
VILLA FINALE MUSEUM & GARDENS
401 KING WILLIAMSAN ANTONIOTX78204814436786501(C)(3)$13,610HISTORIC PRESERVATION
ANN NORTON SCULPTURE GARDENS
253 BARCELONA ROADWEST PALM BCHFL33401591874060501(C)(3)$13,000HISTORIC PRESERVATION
LAFAYETTE AVENUE PRESBYTERIAN CHURCH
85 SO OXFORD STREETBROOKLYNNY11217111633515501(C)(3)$12,000HISTORIC PRESERVATION
THE COUSE-SHARP HISTORIC SITE
146 KIT CARSON ROADTAOSNM87571850479005501(C)(3)$12,000HISTORIC PRESERVATION
DEMUTH FOUNDATION
120 E KING STREETLANCASTERPA17602232176299501(C)(3)$11,250HISTORIC PRESERVATION
ACRES HOSPITALITY GROUP LLC - ACRES INN
107 W MADISON STREETPONTIACIL617641811821608780PARTNERSHIP$10,000ROUTE 66
AFRICAN SCIENTIFIC RESEARCH INSTITUTE
1422 WILLOW BROOK COVEST LOUISMO63146830374800501(C)(3)$10,000HISTORIC PRESERVATION
ALLIANCE FOR HISTORIC WYOMING
PO BOX 123LARAMIEWY82073364578284501(C)(3)$10,000HISTORIC PRESERVATION
ARIZONA PRESERVATION FOUNDATION
PO BOX 13492PHOENIXAZ85002860371336501(C)(3)$10,000HISTORIC PRESERVATION
ASSEMBLY HOUSE 150 INC
150 EDWARD STREETBUFFALONY14201474138885501(C)(3)$10,000HISTORIC PRESERVATION
BEARS EARS PARTNERSHIP
PO BOX 338BLUFFUT84512352426283501(C)(3)$10,000HISTORIC PRESERVATION
BETHEL AME CHURCH
PO BOX 225SMYRNADE19977371778194501(C)(3)$10,000HISTORIC PRESERVATION
BIGTEXAN STEAK RANCH INC
PO BOX 37000AMARILLOTX79120752684112S CORPORATION$10,000ROUTE 66
CALIFORNIA HISTORIC ROUTE 66 ASSOCIATION
13782 BEAR VALLEY ROAD D-3 267VICTORVILLECA92392954319784501(C)(3)$10,000ROUTE 66
CALIFORNIA STATE PARKS
17571 TESLA ROADLIVERMORECA94550946001347GOVERNMENT$10,000HISTORIC PRESERVATION
CINEFEMME
1014 BROADWAY 477SANTA MONICACA90401522374579501(C)(3)$10,000ROUTE 66
CIRCLE CINEMA FOUNDATION INC
8 SOUTH LEWIS AVETULSAOK74104050527339501(C)(3)$10,000ROUTE 66
CITY OF BUENA VISTA
2039 SYCAMORE AVEBUENA VSITAVA24416546001179GOVERNMENT$10,000HISTORIC PRESERVATION
CORE OF MCLEAN
PO BOX 294MCLEANIL61754452908830501(C)(3)$10,000ROUTE 66
FRIENDS OF BALBOA PARK
1549 EL PRADO STE 1SAN DIEGOCA92101330849518501(C)(3)$10,000HISTORIC PRESERVATION
GLENDORA HISTORICAL SOCIETY
314 N GLENDORA AVEGLENDORACA91741954182070501(C)(3)$10,000ROUTE 66
GREENWOOD RISING
23 NORTH GREENWOOD AVENUETULSAOK74120853774435501(C)(3)$10,000ROUTE 66
GRIZZLY CONTRACTING & SUPPLY CO (FORMERLY BW BUILDERS LLC)
5893 SE 68TH STREETGALENAKS66739881598897LLC - PARTNERSHIP$10,000ROUTE 66
HILLSIDE ENTERPRISES LLC
2 N HILLSIDE STREETFLAGSTAFFAZ86001860878792LLC - C CORP$10,000ROUTE 66
HISTORIC BOULDER INC
1200 PEARL STREET SUITE 314BOULDERCO80302237223041501(C)(3)$10,000HISTORIC PRESERVATION
HISTORIC KETCHIKAN
PO BOX 23364KETCHIKANAK99901943130652501(C)(3)$10,000HISTORIC PRESERVATION
HUALAPAI TRIBE
PO BOX 179PEACH SPRINGSAZ86434860092282GOVERNMENT$10,000ROUTE 66
MAIN STREET EUREKA SPRINGS
PO BOX 144EUREKA SPRINGSAR72632264332678501(C)(3)$10,000HISTORIC PRESERVATION
SAN FRANCISCO C&C DBA MELS DRIVE IN
1670 LINCOLN BLVDSANTA MONICACA90404942908374LLC - PARTNERSHIP$10,000ROUTE 66
MR DZ RT 66 DINER GIFT SHOP
119 E ANDY DEVINEKINGMANAZ86401995004970LLC - PARTNERSHIP$10,000ROUTE 66
NEATO WORKS LLC
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OAK GROVE SCHOOL HERITAGE CENTER
P O BOX 257GALLIONAL36742832835747501(C)(3)$10,000HISTORIC PRESERVATION
O'BRIEN TIRE & SERVICE CENTER INC
3924 NAMEOKI ROADGRANITE CITYIL62040371048782S CORPORATION$10,000ROUTE 66
PECOS RIVER CABINS
20 RIVER CABIN ROADPECOSNM87552571180641LLC - PARTNERSHIP$10,000ROUTE 66
ROUTE 66 ROAD AHEAD PARTNERSHIP
108 SW ARCH STREETATLANTAIL61723813387871501(C)(3)$10,000ROUTE 66
SAN FRANCISCO C&C
PO BOX 82219LAS VEGASNV89180942908374PARTNERSHIP$10,000ROUTE 66
SOUTHWEST COLORADO CANYONS ALLIANCE
PO BOX 113CORTEZCO81321462801804501(C)(3)$10,000HISTORIC PRESERVATION
THE BALLSTON BROTHERS LLC DBA DOWNTOWN SERVICE STATION
117 EAST HISTORIC ROUTE 66WAYNESVILLEMO65583872068358PARTNERSHIP$10,000ROUTE 66
THE EDWARDS STORE INC
1329 CLASSEN DRIVEOKLAHOMA CITYOK73103832004469501(C)(3)$10,000HISTORIC PRESERVATION
THE EDWARDSVILLE TOWN SQUARES
802 HILLSBORO AVENUEEDWARDSVILLEIL62025933973732LLC - C CORP$10,000ROUTE 66
THE FRIENDS OF FORT FREMONT HISTORICAL PARK INC
PO BOX 982ST HELENA ISLANDSC29920270944846501(C)(3)$10,000HISTORIC PRESERVATION
THE ILLINOIS ROCK & ROLL MUSEUM ON ROUTE 66
9 W CASS STREETJOLIETIL60432822293229501(C)(3)$10,000ROUTE 66
THE LAKE VIEW CEMETERY FOUNDATION
12316 EUCLID AVENUECLEVELANDOH44106341429875501(C)(3)$10,000HISTORIC PRESERVATION
THE L'ENFANT TRUST
1307 NEW HAMPSHIRE AVENUE NWWASHINGTONDC20036521154054501(C)(3)$10,000HISTORIC PRESERVATION
TOWN OF SWAMPSCOTT
22 MONUMENT AVENUESWAMPSCOTTMA01907046001318GOVERNMENT$10,000HISTORIC PRESERVATION
TULSA AIR AND SPACE MUSEUM INC
3624 NORTH 74TH EAST AVENUETULSAOK741156322731452965501(C)(3)$10,000ROUTE 66
UNIVERSITY OF COLORADO DENVER
UCD GRANTS AND CONTRACTS MAIL STOAURORACO800452571846000555501(C)(3)$10,000HISTORIC PRESERVATION
WANANALUA CONGREGATIONAL CHURCH
PO BOX 188HANAHI96713990090478501(C)(3)$10,000HISTORIC PRESERVATION
WESTERN MOTEL
437866 E HWY 60VINITAOK74301460568547LLC - PARTNERSHIP$10,000ROUTE 66
WESTSIDE LILOS
22855 HISTORIC ROUTE 66SELIGMANAZ86337860825835LLC - PARTNERSHIP$10,000ROUTE 66
WING LUKE MUSEUM OF THE ASIAN PACIFIC AMERICAN EXPERIENCE
PO BOX 3025SEATTLEWA98114916067431501(C)(3)$10,000HISTORIC PRESERVATION
WINSLOW THEATER
115 N KINSLEY AVENUEWINSLOWAZ86047822059160S CORPORATION$10,000ROUTE 66
ZERO TOLERANCE COFFEE AND CACAO LLC
919 W BRITTON RDOKLAHOMA CITYOK73114832975387LLC - C CORP$10,000ROUTE 66
JCO CREATION INCORPORATED
5989 STATE HWY 70CLARENDONTX79226871881947S CORPORATION$9,638ROUTE 66
SAM AND ALFREDA MALOOF FOUNDATION FOR ARTS AND CRAFTS
5131 CARNELIAN STREETRANCHO CUCAMONGACA91701330631685501(C)(3)$9,276ROUTE 66
ENZWEILER BUILDING INSTITUTE
2751 CIRCLEPORT DRIVEERLANGERKY41018884312556501(C)(3)$9,250HISTORIC PRESERVATION
HISTORIC SANTA FE FOUNDATION
545 CANYON ROADSANTA FENM87501856011261501(C)(3)$9,019HISTORIC PRESERVATION
FRIENDS OF HISTORIC HEISHMAN'S MILL (FHHM)
1206 CREEK ROAD CARLISLE PA 17015CARLISLEPA17015884132103501(C)(3)$9,000HISTORIC PRESERVATION
THE EVERGREEN CHORALE (DBA OVATION WEST PERFORMING ARTS) ONWES
PO BOX 2103EVERGREENCO80437510152778501(C)(3)$8,796HISTORIC PRESERVATION
ALLEGHENY HISTORIC PRESERVATION SOCIETY
971 BEECH AVENUEPITTSBURGHPA15233251574970501(C)(3)$8,667HISTORIC PRESERVATION
CITY OF HARLINGEN
118 E TYLER AVENUEHARLINGENTX78550746001047GOVERNMENT$8,000HISTORIC PRESERVATION
CONNECTICUT LANDMARKS
AMOS BULL HOUSEHARTFORDCT06106060789151501(C)(3)$8,000HISTORIC PRESERVATION
CANTERBURY SHAKER VILLAGE
288 SHAKER ROADCANTERBURYNH03224237035275501(C)(3)$7,500HISTORIC PRESERVATION
CITY PRESBYTERIAN CHURCH
829 NW 13TH STREETOKLAHOMA CITYOK73106451655962501(C)(3)$7,500HISTORIC PRESERVATION
COLUMBIA UNIVERSITY
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DES MOINES COUNTY HISTORICAL SOCIETY
501 N 4TH STREETBURLINGTONIA52601421001602501(C)(3)$7,500HISTORIC PRESERVATION
INDEPENDENCE BOULEVARD CHRISTIAN CHURCH
606 GLADSTONE AVENUEKANSAS CITYMO64124350868116501(C)(3)$7,500HISTORIC PRESERVATION
RANCHO
6400 E BIXBY HILL ROADLONG BEACHCA90815330083942501(C)(3)$7,500HISTORIC PRESERVATION
THE FRANK LLOYD WRIGHT HOUSE IN EBSWORTH PARK
120 N BALLAS RDSAINT LOUISMO631223405431727003501(C)(3)$7,500HISTORIC PRESERVATION
MIDDLESBORO JEWISH CEMETERY
100 HEBREW CEMETERY RDMIDDLESBOROKY40965853596172501(C)(3)$7,250HISTORIC PRESERVATION
LEBANON-LACLEDE COUNTY ROUTE 66 SOCIETY
PO BOX 66LEBANONMO65536814664889501(C)(3)$5,900ROUTE 66
SANGAMON DONUTS LLC
217 E LAURELSPRINGFIELDIL62704842172168S CORPORATION$5,876ROUTE 66
ALEXANDER HAMILTON MEMORIAL FREE LIBRARY
45 EAST MAIN STREETWAYNESBOROPA17268231352316501(C)(3)$5,385HISTORIC PRESERVATION
ROUTE 66 WORLD LLC
19720 LAWRENCE 2062MILLERMO65707471034468LLC - PARTNERSHIP$5,350ROUTE 66
FieldValueIRS element (for citing)
Total501c3 Org190Total501c3OrgCnt
Total Other Org19TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeROUTE 66GrantTypeTxt
Recipient6RecipientCnt
Cash Grant$70,000CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationGRANT 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 THE RECEIPTS IS REQUIRED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
PATRICIA M WOODWORTH
FORMER CHIEF FINANCIAL OFFICER (THRU 5/24)$126,924$0$0$0$23,507$0$0$0$144$0$150,575$0$0$0
CAROL QUILLEN
PRESIDENT & CEO$499,087$0$0$0$7,149$0$0$0$18,575$0$524,811$0$0$0
THOMPSON M MAYES
CHIEF LEGAL OFFICER & CORPORATE SECRETARY$266,850$0$0$0$2,286$0$13,576$0$20,523$0$303,235$0$0$0
DENISE WISE
VP OF FINANCE & CONTROLLER (Former Interim CFO 5-11/24)$229,309$0$0$0$774$0$6,278$0$21,185$0$257,546$0$0$0
ROSS M BRADFORD
ASSISTANT CORPORATE SECRETARY$179,787$0$0$0$240$0$8,962$0$12,314$0$201,303$0$0$0
JO ANN MCELWAIN
CHIEF DEVELOPMENT OFFICER$325,469$0$0$0$774$0$16,343$0$12,340$0$354,926$0$0$0
TABITHA ALMQUIST
CHIEF ADMINISTRATIVE OFFICER$266,657$0$16,148$0$270$0$12,669$0$12,668$0$308,412$0$0$0
DEMOND LEGGS
EXEC DIR, AACHAF & SR VP, NTHP$249,816$0$0$0$414$0$11,598$0$12,340$0$274,168$0$0$0
OMAR EATON-MARTINEZ
SR VP, HISTORIC SITES$194,458$0$0$0$414$0$10,173$0$25,150$0$230,195$0$0$0
ROBERT NIEWEG
SR VP FOR PRESERVATION SERVICES & OUTREACH$200,274$0$0$0$1,188$0$9,711$0$5,450$0$216,623$0$0$0
SHAW SPRAGUE
VP FOR GOVERNMENT RELATIONS$177,129$0$0$0$376$0$9,037$0$25,128$0$211,670$0$0$0
EDWARD WHITAKER
ACTING CHIEF MARKETING OFFICER$177,396$0$0$0$1,065$0$6,996$0$18,916$0$204,373$0$0$0
PATRICIA WINTERTON
VP OF PHILANTHROPY$198,956$0$0$0$180$0$9,952$0$25,150$0$234,238$0$0$0
SUSAN LATTANZI
VP OF INFORMATION TECHNOLOGY & REAL ESTATE$195,009$0$0$0$774$0$10,101$0$12,340$0$218,224$0$0$0
MARIANNA KNIGHT
FORMER VP, HUMAN RESOURCES (THRU 2/24)$29,068$0$0$0$175,996$0$10,226$0$137$0$215,427$0$0$0
MICHELLE HORTON
VP OF INSTITUTIONAL PARTNERSHIPS & STRATEGY$201,884$0$0$0$253$0$7,596$0$808$0$210,541$0$0$0
Elizabeth S Merritt
DEPUTY GENERAL COUNSEL$192,182$0$0$0$0$0$9,543$0$0$0$201,725$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 4a Severance or change-of-control paymentMARIANNA KNIGHT - $138,513 (POST EMPLOYMENT PAYMENT) EMPLOYEES PARTICIPATE IN 457(B) PLAN: PATRICIA WOODWORTH - $23,000
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planTHE TRUST ADOPTED A NONQUALIFIED DEFERRED RETIREMENT SAVINGS PLAN (457(B)) FOR SENIOR MANAGEMENT AND HIGHLY COMPENSATED EMPLOYEES ON JANUARY 1, 2003. THE PLAN CURRENTLY ALLOWS ELIGIBLE EMPLOYEES TO DEFER SALARY AMOUNTS UP TO THE MAXIMUM ALLOWED UNDER IRS REGULATIONS. THE RETIREMENT COMMITTEE ADOPTED A RESOLUTION ON NOVEMBER 18, 2015 SPECIFYING THAT A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES ARE ELIGIBLE TO PARTICIPATE. AS OF JUNE 30, 2025 AND 2024, ASSETS AND LIABILITIES ASSOCIATED WITH THIS PLAN ARE $641,023 AND $625,391 RESPECTIVELY.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Contribution25ContributionCnt
Noncash Contributions Rpt F990$235,144NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Explanations of reporting method for number of contributionsFormAndLineReferenceDesc
ExplanationSecurities - Publicly traded - The number of contributions for securities is the number of separate donations, not the number of shares of stock.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 1a Material differences in voting rightsTHE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONSISTS OF THE CHAIR AND TWO VICE CHAIRS AND THE CHAIR OF EACH OF THE STANDING COMMITTEES, INCLUDING THE INVESTMENTS, FINANCE & MANAGEMENT, AUDIT, TRUSTEESHIP & GOVERNANCE, ADVANCEMENT, AND PRESERVATION & HISTORIC SITES COMMITTEES AND OTHER TRUSTEES. THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL THE POWERS OF THE BOARD OF TRUSTEES BETWEEN THE MEETINGS OF THE BOARD OF TRUSTEES, SUBJECT TO GENERAL POLICIES ESTABLISHED BY THE BOARD, EXCEPT THAT THE FULL BOARD OF TRUSTEES SHALL RETAIN EXCLUSIVE AUTHORITY TO AMEND THE BYLAWS, TO EXERCISE THE BOARD'S AUTHORITY TO FILL TEMPORARY VACANCIES ON THE BOARD, AND TO ELECT THE CHAIR AND VICE CHAIRS OF THE CORPORATION.
Form 990, Part VI, Line 6 Classes of members or stockholdersTHE NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES IS A MEMBER ORGANIZATION WITH 80,000 MEMBERS.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyTHE 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.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTING FIRM BDO USA AND REVIEWED BY MANAGEMENT. THE DRAFT IS THEN MADE AVAILABLE TO THE AUDIT COMMITTEE AND ALL BOARD MEMBERS (EITHER DIGITALLY OR IN HARD COPY DEPENDING ON THEIR PREFERENCE). ANY CHANGES FOLLOWING THESE REVIEWS ARE AGAIN REVIEWED BY BDO USA BEFORE THE FINAL 990 IS FILED.
Form 990, Part VI, Line 12c Conflict of interest policyTHE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS SENT TO THE 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 REGULARLY REMINDED OF THEIR OBLIGATION UNDER THE POLICY FOR POTENTIAL TRANSACTIONS. THE POLICY ALSO PROVIDES A PROCESS FOR REVIEW OF POTENTIAL CONFLICTS.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialTHE 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 REGULARLY REVIEWS COMPENSATION STUDIES AND COMPARABILITY ANALYSES, 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.
Form 990, Part VI, Line 19 Required documents available to the publicTHE ORGANIZATION MAKES DIGITAL COPIES OF THE STATUTORY CHARTER, BYLAWS, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, DONOR BILL OF RIGHTS, FORM 990, AND CURRENT AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE, WWW.SAVINGPLACES.ORG UNDER "OUR WORK", "ABOUT THE NATIONAL TRUST." THESE DOCUMENTS ARE ALSO MADE AVAILABLE TO ANY PERSON IN HARD COPY UPON REQUEST.
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueOTHER MISCELLANE OUS INCOME - Total Revenue: 45995, Related or Exempt Function Revenue: 0, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 45995;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
NATIONAL TRUST TOURS LLC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005261983358TRAVELDE$1,539,707$1,878,025NTCIC
NATIONAL TRUST INVESTMENT MANAGEMENT LLC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005811853785COMMUNITY INVESTMENTDE$0$438NTCIC
NATIONAL TRUST EQUITY LLC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005818121733COMMUNITY INVESTMENTDE$0$366,390NTCIC
NT HISTORIC REAL ESTATE EQUITY FUND LLC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005811911360COMMUNITY INVESTMENTDE$0$366,485NTCIC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
NATIONAL MAIN STREET CENTER INC
600 14TH ST NW SUITE 500WASHINGTONDC20005461405965HISTORICAL PRESERVATIONDE501(c)(3)7NTHPYes (true)
NT GREEN FUND INC
600 14TH ST NW SUITE 500WASHINGTONDC20005994302051CDFIDE501(c)(3)Type INTHPYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmt
NATIONAL TRUST INSURANCE SERVICES LLC
24 COMMERCE STREETBALTIMOREMD21202200590526INSURANCE AGENCYMDNTCICUnrelatedfalseYes (true)0.99
COOPER-MOLERA PRESERVATION LLC
1121 WHITE ROCK RD 200EL DORADO HILLSCA95762814665814HISTORIC SITECANTHPRelatedfalsefalse0.98
NATIONAL TRUST HISTORIC REAL ESTATE DEBT FUND LLC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005811911756COMMUNITY INVESTMENTDENTHPUnrelatedfalseYes (true)0.9999$0$0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
NATIONAL TRUST COMMUNITY INVESTMENT CORPORATION
1155 15TH STREET NW SUITE 300WASHINGTONDC20005522267085COMMUNITY INVESTMENTDENTHPC Corporation$10,656,098$18,611,4181Yes (true)
NT SOLAR INC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005471272855COMMUNITY INVESTMENTDENTCICC Corporation$6,373,789$2,539,8591false
GREENROCK CORPORATION
200 LAKE ROADTARRYTOWNNY10591131929826MAINTENANCENYNTHPC Corporation$6,151,337$3,040,4721Yes (true)
CHARITABLE REMAINDER UNITRUSTS FOR NTHP
600 14TH STREET NW SUITE 500WASHINGTONDC20005530210807CHARITABLE TRDCNATrust$0$0false
PERMANENT UNITRUST
600 14TH STREET NW SUITE 500WASHINGTONDC20005530210807CHARITABLE TRDCNATrust$0$0false
NT INITIAL INVESTOR INC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005273271845COMMUNITY INVESTMENTDENTCICC Corporation$0$01false
NTCIC LIHTC MANAGER INC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005274965820COMMUNITY INVESTMENTDENTCICC Corporation$0$01false
NTCIC HTC INVEST I MANAGER INC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005821167754COMMUNITY INVESTMENTDENTCICC Corporation$0$01false
NTCIC FUND MANAGER I INC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005823791474COMMUNITY INVESTMENTDENTCICC Corporation$0$100,4501false
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationYes (true)DivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (25 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
NATIONAL MAIN STREET CENTER INC
Q$12,809,539BOOK VALUE
COOPER-MOLERA PRESERVATION LLC
D$5,058,062BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORPORATION
F$4,325,000BOOK VALUE
NT GREEN FUND INC
B$1,700,000BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORPORATION
A$641,590BOOK VALUE
NT GREEN FUND INC
Q$613,430BOOK VALUE
NT SOLAR INC
A$382,427BOOK VALUE
GREENROCK CORPORATION
Q$304,138BOOK VALUE
NATIONAL MAIN STREET CENTER INC
D$211,649BOOK VALUE
NATIONAL MAIN STREET CENTER INC
N$188,610BOOK VALUE
NATIONAL MAIN STREET CENTER INC
O$121,710BOOK VALUE
NATIONAL TRUST TOURS LLC
A$83,123BOOK VALUE
NT GREEN FUND INC
O$69,610BOOK VALUE
COOPER-MOLERA PRESERVATION LLC
J$60,451BOOK VALUE
GREENROCK CORPORATION
L$55,000BOOK VALUE
COOPER-MOLERA PRESERVATION LLC
O$47,408BOOK VALUE
NT GREEN FUND INC
D$41,924BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORPORATION
O$40,300BOOK VALUE
NATIONAL TRUST INSURANCE SERVICES LLC
A$37,598BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORPORATION
L$30,000BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORPORATION
D$26,527BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORPORATION
Q$25,369BOOK VALUE
COOPER-MOLERA PRESERVATION LLC
Q$22,022BOOK VALUE
GREENROCK CORPORATION
J$19,020BOOK VALUE
COOPER-MOLERA PRESERVATION LLC
A$14,385BOOK VALUE

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