2024-10-16T09:07:04-05:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 300080738 TRUST FOR THE NATIONAL MALL TRUS 2024079408 1717 PENNSYLVANIA AVENUE NW 250 WASHINGTON DC 20006 CATHERINE TOWNSEND PRESIDENT 2024079408 2024-10-16 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2023 2024-10-15 13:58:12Z X CATHERINE TOWNSEND 1717 PENNSYLVANIA AVENUE NW 250 WASHINGTON DC 20006 12866644 0 X WWW.NATIONALMALL.ORG X 2002 DC SEE PART III, LINE 1. 18 17 34 180 0 0 2229035 12216511 0 0 255038 604504 0 0 2484073 12821015 0 1000000 0 0 2284561 3729372 0 0 1274157 17205643 12501874 19490204 17231246 -17006131 -4410231 37898483 33131327 7604428 6882765 30294055 26248562 X AS THE LEADING NONPROFIT, NONPARTISAN PHILANTHROPIC PARTNER OF THE NATIONAL PARK SERVICE DEDICATED TO RESTORING, ENRICHING AND PRESERVING THE NATIONAL MALL, THE TRUST BRINGS EXPERTISE, PRIVATE FUNDING AND IN-KIND SUPPORT TO TIME-SENSITIVE RESTORATION AND SUSTAINABILITY PROJECTS, MOBILIZES VOLUNTEERS AND PROVIDES EDUCATIONAL OPPORTUNITIES TO ENSURE THAT THE NATIONAL MALL ENDURES AND EVOLVES AS A VIBRANT SPACE FOR ALL. WITH OVER 36 MILLION VISITS ANNUALLY TO THE NATIONAL MALL, COMBINED WITH AGING INFRASTRUCTURE AND THE NEED FOR BETTER VISITOR AMENITIES THROUGHOUT THE PARK, THE TRUST IS HELPING THE NATIONAL PARK SERVICE TACKLE THE MORE THAN $800 MILLION NEEDED FOR CRITICAL REPAIRS AND MODERNIZED IMPROVEMENTS. 0 0 8778973 PUBLIC AWARENESS, ENGAGEMENT AND EDUCATION CONSISTS OF PARTNERSHIPS AND ACTIVITIES TO CONNECT VISITORS TO THE NATIONAL MALL'S RICH HISTORY, DEVELOPING ENGAGING PROGRAMS, VOLUNTEER INITIATIVES, AND EVENTS THAT WILL EDUCATE AND INSPIRE CURRENT AND FUTURE STEWARDS OF THE NATIONAL MALL. 5765023 1000000 RESTORATION AND SUSTAINABILITY CONSISTS OF ACTIVITIES TO BRING PRIVATE FUNDING AND IN-KIND SUPPORT, EXPERTISE AND ACTIVE PROJECT MANAGEMENT TO SELECT MONUMENTS, MEMORIALS, HISTORIC FACILITIES AND LANDSCAPES ON THE NATIONAL MALL. IN 2023, THE TRUST COMPLETED WORK ON THE US PARK POLICE HORSE STABLES RESTORATION PROJECT AND CONTINUED WORK ON CONSTITUTION GARDENS PHASE 2. ACTIVITIES ALSO INCLUDED WORK AT THE GERMAN AMERICAN FRIENDSHIP GARDEN, EISENHOWER MEMORIAL, AND LOCKKEEPER'S HOUSE. 679146 VOLUNTEER PROGRAMS: THE TRUST ORGANIZES YEAR AROUND OPPORTUNITIES FOR INDIVIDUALS, ORGANIZATIONS AND COMPANIES TO PARTICIPATE IN SERVICE PROJECTS AND OTHER VOLUNTEER OPPORTUNITIES TO SUPPORT OUR PARTNERS AT THE NATIONAL PARK SERVICE. TWO CURRENT PROGRAMS INCLUDE VOLUNTEERS IN PARKS (VIP PROGRAM) AND TRUST SERVICE DAYS. THE TRUST SUPPORTS THESE PROGRAMS IN COLLABORATION WITH NPS BY PROVIDING RECRUITMENT SERVICES, PARTICIPATION IN TRAININGS, DEVELOPMENT OF MATERIALS AND SUPPORT FOR SUPPLIES. 15223142 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 134 0 1 34 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MA ME MD MI MN MS NC ND NH NJ NM NY OR PA RI SC TN VA WI WV X WES TOMER 2024079408 1717 PENNSYLVANIA AVENUE NW SUITE WASHINGTON DC 20006 CATHERINE J TOWNSEND PRESIDENT 40.00 X X 295634 0 27757 JOHN E AKRIDGE III CHAIR EMERITUS 2.00 X X 0 0 0 BRUCE D BROUSSARD CHAIR 5.00 X X 0 0 0 SHEILA C JOHNSON VICE CHAIR 2.00 X X 0 0 0 EDWARD L SAMEK TREASURER 1.00 X X 0 0 0 GEORGETTE GIGI DIXON SECRETARY 2.00 X X 0 0 0 DR BARBARALEE SPIELVOGEL DIRECTOR 1.00 X 0 0 0 JOHN P DREW DIRECTOR 1.00 X 0 0 0 LANNY GRIFFITH DIRECTOR 1.00 X 0 0 0 LYNN HACKNEY DIRECTOR 1.00 X 0 0 0 ERIC HOPLIN DIRECTOR 1.00 X 0 0 0 NELS OLSON DIRECTOR 1.00 X 0 0 0 PAMELA SCHOLL DIRECTOR 1.00 X 0 0 0 CRAIG STAPLETON DIRECTOR 2.00 X 0 0 0 KATE CURTIN LINDSEY DIRECTOR 2.00 X 0 0 0 STACY KERR DIRECTOR 2.00 X 0 0 0 CORY ALEXANDER DIRECTOR 1.00 X 0 0 0 ARMEANE M CHOKSI PHD DIRECTOR 1.00 X 0 0 0 CINDY WILLMANN CHIEF OPERATING OFFICER 40.00 X 234435 0 17533 TERESA DURKIN EXECUTIVE VP 40.00 X 244187 0 41701 LAURA GLEASON VP OF PHILANTHROPY 40.00 X 206099 0 6649 TAMRA MCCRAW DIR OF CORPORATE RELATIONS 40.00 X 164452 0 20901 ALEXANDRA N OFFORD-FERNANDEZ DIR. OF WEST COAST PHILANTHROPY 40.00 X 150722 0 11844 MAHSA JAVID SEN. DIR. OF PHILANTHROPIC OP 40.00 X 150572 0 10785 TIMOTHY STEPHEN SAUNDERS VP OF PHILANTHROPY 40.00 X 146667 0 9722 1592768 0 146892 14 0 1 0 HENSEL PHELPS CONSTRUCTION CO 420 6TH AVENUE GREELEY CO 80632 CONSTRUCTION & PROJECT MANAGEMENT SERVIC 2580464 GMR MARKETING 5000 S TOWNE DR NEW BERLIN WI 53151 MARKETING & CREATIVE DESIGN SERVICES 1499999 WEISSMANFREDI ARCHITECTS LLP 200 HUDSON STREET 10TH FLOOR NEW YORK NY 10013 ENGINEERING SERVICES 924836 WEBER SHANDWICK PO BOX 74008263 CHICAGO IL 60674 PUBLIC RELATIONS 700000 COMMUNITY COUNSELLING SERVICES CO LLC 527 MADISON AVE 5TH FL NEW YORK NY 10022 FUNDRAISING CONSULTING 491027 16 12216511 50753 12216511 604552 604552 45581 45629 -48 -48 -48 12821015 0 0 604504 X 1000000 1000000 861247 548941 139572 172734 2438090 1724300 371400 342390 39628 29344 4744 5540 154673 109351 19916 25406 235734 164667 32240 38827 10268 9932 148 188 209195 202359 3010 3826 2330612 2244211 38047 48354 346651 346251 284 116 591108 567195 9583 14330 119453 85687 10287 23479 253514 177087 34672 41755 77761 62469 11063 4229 1449647 1419950 11537 18160 69089 56155 5867 7067 51093 35688 6990 8415 16759 11707 2292 2760 DES./REST./PROJ. COSTS 6750729 6259702 0 491027 RECURITING AND JOB POST 108452 78892 13410 16150 BAD DEBT 50001 40640 4247 5114 NAT'L PARK SERVICE EXP. 23186 23186 44356 25428 14638 4290 17231246 15223142 733947 1274157 1471044 4133046 27962018 1284372 5784540 11866516 7772 72339 10866 485212 298553 217835 186659 13452901 2382935 2196967 37898483 33131327 3065718 2564217 1977233 1727233 2561477 2591315 7604428 6882765 X -2487944 -2491360 32781999 28739922 30294055 26248562 37898483 33131327 -4410231 364738 0 X 0 1 X 1 0 X 17345942 7391114 38837202 2229035 12216511 78019804 17345942 7391114 38837202 2229035 12216511 78019804 40529818 37489986 31772 41239 15389 251053 604552 944005 78963809 0.47480 0.45940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 0 0 0 640272 44977 25792 4497 706544 589628 43588 7056 640272 533828 61796 184 6180 589628 505365 30602 921 3060 533828 303756 206877 5419 10687 505365 0.00000 0.96060 0.03940 0 0 105704 60941 44763 46780 6025 40755 332728 231587 101141 186659 RIGHT-OF-USE ASSET, NET 2194003 OTHER RECEIVABLE 2964 2196967 LEASE LIABILITY 2591315 2591315 13522096 364738 336343 701081 12821015 0 12821015 17567589 336343 336343 17231246 0 17231246 PART V, LINE 4: THE FUND IS INTENDED TO PROVIDE RELIABLE, SIGNIFICANT MONIES ON AN ANNUAL BASIS, IN PERPETUITY, FOR THE REPLACEMENT AND MAINTENANCE OF THE CHERRY TREE GROVE SURROUNDING THE TIDAL BASIN AND ADJACENT AREAS IN EAST AND WEST POTOMAC PARKS, NATIONAL MALL AND MEMORIAL PARKS. 1 NATIONAL PARK FOUNDATION 1500 K STREET NW SUITE 700 WASHINGTON DC 20005 521086761 501(C)(3) 1000000 0 LINCOLN MEMORIAL UNDERCROFT PROJECT 1 0 PART I, LINE 2: THE CONTRIBUTION WAS PROVIDED AS PART OF A MATCHING CAMPAIGN TO SUPPORT THE RESTORATION PROJECT OF THE LINCOLN MEMORIAL. X X X 0 0 0 0 0 0 0 0 0 CATHERINE J TOWNSEND PRESIDENT 295634 0 0 0 0 0 9034 0 18723 0 323391 0 0 0 TERESA DURKIN EXECUTIVE VP 244187 0 0 0 0 0 7552 0 34149 0 285888 0 0 0 CINDY WILLMANN CHIEF OPERATING OFFICER 234435 0 0 0 0 0 7181 0 10352 0 251968 0 0 0 LAURA GLEASON VP OF PHILANTHROPY 206099 0 0 0 0 0 6216 0 433 0 212748 0 0 0 TAMRA MCCRAW DIR OF CORPORATE RELATIONS 164452 0 0 0 0 0 5069 0 15832 0 185353 0 0 0 ALEXANDRA N OFFORD-FERNANDEZ DIR. OF WEST COAST PHILANTHROPY 150722 0 0 0 0 0 4581 0 7263 0 162566 0 0 0 MAHSA JAVID SEN. DIR. OF PHILANTHROPIC OP 150572 0 0 0 0 0 4563 0 6222 0 161357 0 0 0 TIMOTHY STEPHEN SAUNDERS VP OF PHILANTHROPY 146667 0 0 0 0 0 4404 0 5318 0 156389 0 0 0 X 3 45630 FMV X CASES OF WINES AND SPIRITS 1 5123 FMV 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH THE POWER TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. IT WAS THEN PROVIDED TO THE ALL MEMBERS OF THE GOVERNING BODY FOR REVIEW AND COMMENTS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES OF THE TRUST MUST AVOID AND/OR DISCLOSE ANY ACTIVITY OR ASSOCIATIONS WHICH WOULD IN ANY WAY COMPROMISE THEIR ACTIONS ON BEHALF OF THE TRUST AND CREATE A CONFLICT OF INTEREST. THE TERM "CONFLICT OF INTEREST" DESCRIBES ANY CIRCUMSTANCE THAT WOULD CAST DOUBT ON AN EMPLOYEE'S ABILITY TO ACT WITH OBJECTIVITY WITH REGARD TO THE INTERESTS OF THE TRUST. ACTIVITIES WHICH COULD RAISE A QUESTION OF CONFLICT OF INTEREST INCLUDE, BUT ARE NOT LIMITED TO THE FOLLOWING: - TO CONDUCT BUSINESS ON BEHALF OF THE TRUST WITH THE EMPLOYEES' RELATIVE OR AN INDIVIDUAL WITH WHOM THE EMPLOYEE HAS A ROMANTIC OR PERSONAL RELATIONSHIP, OR WITH A BUSINESS TRUST OR FIRM IN WHICH THE EMPLOYEE, OR THE EMPLOYEE'S RELATIVE OR INDIVIDUAL WITH WHOM THE EMPLOYEE HAS A ROMANTIC RELATIONSHIP HAS A SIGNIFICANT ASSOCIATION, WHICH COULD GIVE RISE TO A CONFLICT OF INTEREST, WITHOUT FIRST DISCLOSING THE RELATIONSHIP AND OBTAINING WRITTEN APPROVAL FROM AN OFFICER OF THE TRUST. - TO SERVE IN AN ADVISORY, CONSULTATIVE, TECHNICAL OR MANAGERIAL CAPACITY FOR ANY NONAFFILIATED BUSINESS TRUST WITHOUT FIRST OBTAINING WRITTEN APPROVAL FROM THE PRESIDENT OF THE TRUST. - TO SOLICIT OR ACCEPT PERSONALLY MONETARY PAYMENTS OR TANGIBLE GIFTS WITH A VALUE GREATER THAN $100.00 FROM ANY PERSON OR FIRM WITH WHOM THE TRUST DOES BUSINESS WITHOUT REPORTING THE MATTER IMMEDIATELY TO THE EMPLOYEE'S SUPERVISOR. IN ORDER TO MAINTAIN THE INTEGRITY OF THE TRUST, AND TO AVOID EVEN THE APPEARANCE OF IMPROPRIETY, IT IS ESSENTIAL THAT EMPLOYEES DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST TO THEIR SUPERVISOR AS SOON AS THEY BECOME AWARE OF SUCH A POTENTIAL CONFLICT. IF EMPLOYEES HAVE EVEN THE SLIGHTEST CONCERN THAT A PARTICULAR CONDUCT MAY CONSTITUTE A CONFLICT OF INTEREST, THEY SHOULD CONTACT THEIR SUPERVISOR. MATERIAL CONFLICTS OF INTEREST: INDIVIDUALS COVERED BY THIS POLICY DO NOT SOLICIT OR ENTER INTO FINANCIAL TRANSACTIONS WITH THE TRUST EXCEPT UPON THE FOLLOWING CONDITIONS: - THE INDIVIDUAL INVOLVED IDENTIFIES THE POTENTIAL CONFLICT TO THE BOARD OR COMMITTEE; - THE INDIVIDUAL FULLY DISCLOSES ALL FACTS RELEVANT TO THE PROPOSED FINANCIAL TRANSACTION; - THE BOARD OR COMMITTEE CONDUCTS APPROPRIATE DUE DILIGENCE IN DETERMINING WHETHER TO ENTER THE PROPOSED TRANSACTION; - THE INDIVIDUAL ABSENTS HIM OR HERSELF FROM THE MEETING DURING ANY DISCUSSION OF THE MATTER AND REFRAINS FROM VOTING ON IT, AND - THE MINUTES OF THE MEETING OF THE BOARD OR COMMITTEE REFLECTS THAT THE CONFLICT OF INTEREST WAS DISCLOSED, THAT THE INTERESTED PERSON WAS NOT PRESENT DURING THE FINAL DISCUSSION OR VOTE, AND THAT THE INTERESTED PERSON DID NOT VOTE. RECOGNIZING THAT MANY CONTRACTING AND OTHER FINANCIAL COMMITMENTS ARE ENTERED INTO BY AUTHORIZED STAFF AND NOT THE BOARD OR COMMITTEE, A BOARD MEMBER HAS AN AFFIRMATIVE DUTY TO DISCLOSE ANY INTEREST IN ANY FINANCIAL TRANSACTION WITH THE TRUST. INTERESTS INCLUDE THAT OF THE INDIVIDUAL AND RELATED PARTIES. SUCH TRANSACTIONS WILL BE DISCOURAGED AND EVALUATED ON A CASE-BY-CASE BASIS. EXCEPTIONS WILL ONLY BE PERMITTED IF THE TRANSACTION IS IN THE BEST INTEREST OF THE TRUST AND THE TRANSACTION IS APPROVED BY THE EXECUTIVE COMMITTEE OR BOARD IN ACCORDANCE WITH THE CONDITIONS OUTLINED ABOVE. THIS PROVISION WILL CONTINUE TO APPLY FOR A PERIOD OF ONE YEAR AFTER THE BOARD MEMBER'S BOARD SERVICE ENDS. FORM 990, PART VI, SECTION B, LINE 15A THE TRUST FOR THE NATIONAL MALL UTILIZES SALARY SURVEY MARKET INFORMATION AND THE USE OF AN OUTSIDE PROFESSIONAL RECRUITING FIRM. THE COMPENSATION PROCESS IS DISCUSSED AND DOCUMENTED IN STAFF EMPLOYMENT CONTRACTS. THE LAST COMPENSATION REVIEW TOOK PLACE IN DECEMBER 2021. TOGETHER, THE PRESIDENT, FINANCE COMMITTEE AND BOARD ARE RESPONSIBLE FOR DETERMINING THE COMPENSATION OF OTHER OFFICERS AND STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G NET PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,157,620. MANAGEMENT AND GENERAL EXPENSES 19,626. FUNDRAISING EXPENSES 24,942. TOTAL EXPENSES 1,202,188. PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 960,008. MANAGEMENT AND GENERAL EXPENSES 16,275. FUNDRAISING EXPENSES 20,685. TOTAL EXPENSES 996,968. MARKETING: PROGRAM SERVICE EXPENSES 28,845. MANAGEMENT AND GENERAL EXPENSES 489. FUNDRAISING EXPENSES 622. TOTAL EXPENSES 29,956. HUMAN RESOURCES: PROGRAM SERVICE EXPENSES 97,738. MANAGEMENT AND GENERAL EXPENSES 1,657. FUNDRAISING EXPENSES 2,105. TOTAL EXPENSES 101,500.