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NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES (EIN 53-0210807)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-01
IRS object ID
202301219349301410
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-01T08:09:03-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18401 GREENSBORO DRIVE 800AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN530210807EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1National Trust for Historic PreservationBusinessNameLine1Txt
Business Name Line2In the United StatesBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% DENISE WISEInCareOfNm
Business Name ControlNATIBusinessNameControlTxt
Phone2025886000PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURA BRACISPersonNm
Person TitleCFOPersonTitleTxt
Phone2025886000PhoneNum
Signature2023-04-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLAURAPersonFirstNm
Person LastBRACISPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMarc BergerPreparerPersonNm
PTINP01871563PTIN
Phone7038930600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerJAY CLEMENSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 14TH STREET NW500AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$102,321,488GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressSAVINGPLACES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1949FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE O.ActivityOrMissionDesc
Voting Members Governing Body24VotingMembersGoverningBodyCnt
Voting Members Independent24VotingMembersIndependentCnt
Total Employee333TotalEmployeeCnt
Total Volunteers584TotalVolunteersCnt
Total Gross UBI$2,431,648TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$45,761,893PYContributionsGrantsAmt
CY Contributions Grants$63,345,381CYContributionsGrantsAmt
PY Program Service Revenue$2,369,864PYProgramServiceRevenueAmt
CY Program Service Revenue$3,883,904CYProgramServiceRevenueAmt
PY Investment Income$18,203,143PYInvestmentIncomeAmt
CY Investment Income$22,112,475CYInvestmentIncomeAmt
PY Other Revenue$8,869,266PYOtherRevenueAmt
CY Other Revenue$4,699,928CYOtherRevenueAmt
PY Total Revenue$75,204,166PYTotalRevenueAmt
CY Total Revenue$94,041,688CYTotalRevenueAmt
PY Grants And Similar Paid$10,077,787PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,756,331CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$16,730,228PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$18,422,381CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$423,444PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$456,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,716,766CYTotalFundraisingExpenseAmt
PY Other Expenses$23,523,927PYOtherExpensesAmt
CY Other Expenses$26,336,534CYOtherExpensesAmt
PY Total Expenses$50,755,386PYTotalExpensesAmt
CY Total Expenses$53,971,246CYTotalExpensesAmt
PY Revenues Less Expenses$24,448,780PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$40,070,442CYRevenuesLessExpensesAmt
Total Assets BOY$455,813,133TotalAssetsBOYAmt
Total Assets EOY$439,626,174TotalAssetsEOYAmt
Total Liabilities BOY$43,942,621TotalLiabilitiesBOYAmt
Total Liabilities EOY$48,214,985TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$411,870,512NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$391,411,189NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
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$18,415,809ExpenseAmt
Grant$99,512GrantAmt
Revenue$3,704,500RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$15,872,836ExpenseAmt
Grant$8,484,319GrantAmt
Revenue$263,781RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$6,916,956ExpenseAmt
Grant$172,500GrantAmt
Revenue$787,253RevenueAmt
DescSEE SCHEDULE ODesc
FieldValueIRS element (for citing)
Total Program Service Expenses$41,205,601TotalProgramServiceExpensesAmt
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 OrgYes (true)MoreThan5000KToOrgInd
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
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 ContributionYes (true)DeductibleArtContributionInd
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 Document375IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee333EmployeeCnt
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 Members24GoverningBodyVotingMembersCnt
Independent Voting Member24IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
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
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 FldARStatesWhereCopyOfReturnIsFldCd
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 FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDENISE WISEPersonNm
Phone2025886000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 14TH ST NW SUITE 500AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
PAUL EDMONDSON
PRESIDENT & CEO39.01.0Yes (X)$336,086$0$762
KATHERINE MALONE-FRANCE
CHIEF PRESERVATION OFFICER40.00.0$241,204$0$6,633Yes (X)
LAURA BRACIS
CHIEF FINANCIAL OFFICER40.00.0Yes (X)$229,897$0$5,423
THOMPSON MAYES
CHIEF LEGAL OFCR & SECRETARY40.00.0Yes (X)$225,469$0$8,911
DEMOND LEGGS
EXEC DIR, AACHAF & SR VP, NTHP40.00.0$223,949$0$6,725Yes (X)
TABITHA ALMQUIST
CHIEF ADMINISTRATIVE OFFICER40.00.0$212,382$0$762Yes (X)
LYNN ENGLISH-122
CHIEF DEVELOPMENT OFFICER40.00.0$194,675$0$5,702Yes (X)
DENISE WISE
VP OF FINANCE & CONTROLLER40.00.0$187,769$0$8,050Yes (X)
MARIANNA KNIGHT
VP, HUMAN RESOURCES40.00.0$188,017$0$746Yes (X)
DENNIS HOCKMAN
ACTING CHIEF MARKETING OFFICER40.00.0$175,665$0$8,891Yes (X)
SUSAN LATTANZI
VP, IT & REAL ESTATE40.00.0$173,368$0$6,733Yes (X)
ELIZABETH MERRITT
DEPUTY GENERAL COUNSEL40.00.0$171,249$0$6,707Yes (X)
ROSS BRADFORD
ASSISTANT CORPORATE SECRETARY40.00.0Yes (X)$145,710$0$6,606
ANNE NELSON-422
ASSISTANT CORPORATE SECRETARY40.00.0Yes (X)$120,975$0$3,266
JAY CLEMENS
TRUSTEE, CHAIR2.00.0Yes (X)$0$0$0Yes (X)
MARTHA NELSON
TRUSTEE, VICE-CHAIR2.00.0Yes (X)$0$0$0Yes (X)
PHOEBE TUDOR
TRUSTEE, VICE-CHAIR2.00.0Yes (X)$0$0$0Yes (X)
WILLIAM BATES
TRUSTEE2.00.0$0$0$0Yes (X)
CHRISTINA LEE BROWN
TRUSTEE2.00.0$0$0$0Yes (X)
ELIZABETH KIRKLAND CAHILL
TRUSTEE2.00.0$0$0$0Yes (X)
SAM DIXON
TRUSTEE2.00.0$0$0$0Yes (X)
DAMIEN DWIN
TRUSTEE2.00.0$0$0$0Yes (X)
TRACY FRIST
TRUSTEE2.00.0$0$0$0Yes (X)
KEVIN GOVER
TRUSTEE2.00.0$0$0$0Yes (X)
LINDA GRIEGO
TRUSTEE2.00.0$0$0$0Yes (X)
ALISON K HOAGLAND
TRUSTEE2.00.0$0$0$0Yes (X)
LUIS G HOYOS
TRUSTEE2.00.0$0$0$0Yes (X)
SHELLEY I HOON KEITH
TRUSTEE2.00.0$0$0$0Yes (X)
CH RANDOLPH LYON
TRUSTEE2.00.0$0$0$0Yes (X)
JENNIFER SKYLAR
TRUSTEE2.00.0$0$0$0Yes (X)
G JACKSON TANKERSLEY
TRUSTEE2.00.0$0$0$0Yes (X)
ROBERT JOSEPH VILA
TRUSTEE2.00.0$0$0$0Yes (X)
KAYWIN FELDMAN
EX OFFICIO TRUSTEE2.00.0$0$0$0Yes (X)
SAMANTHA KLEIN FRANK
EX OFFICIO TRUSTEE2.00.0$0$0$0Yes (X)
JOSEPH E QUINATA
EX OFFICIO TRUSTEE2.00.0$0$0$0Yes (X)
KJI KELLY
EX OFFICIO TRUSTEE2.00.0$0$0$0Yes (X)
DAVID SCOTT PARKER
EX OFFICIO TRUSTEE2.00.0$0$0$0Yes (X)
CHARLES F SAMS III
EX OFFICIO TRUSTEE2.00.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,826,415TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$75,917TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K51IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
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
META PLATFORMS
1601 Willow ROAdMENLO PARKCA94025Advertising Services$391,462
EIDOLON COMMUNICATIONS INC
15 Maiden Lane Suite 1401NEW YORKNY10038Fundraising Services$303,100
BDO USA LLP
8401 Greensboro Drive Suite 800MCLEANVA22102Audit & Tax Services$281,141
INTERACTIVE STRATEGIES
1133 Connecticut AveNUE NW Suite 6WASHINGTONDC20036Digital Marketing$269,582
DATAPRISE INC
PO Box 22645NEW YORKNY10087IT services$263,749
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K8CntrctRcvdGreaterThan100KCnt
Federated Campaigns$22,819FederatedCampaignsAmt
Fundraising$348,750FundraisingAmt
Government Grants$5,153,139GovernmentGrantsAmt
All Other Contributions$57,820,673AllOtherContributionsAmt
Noncash Contributions$556,428NoncashContributionsAmt
Total Contributions$63,345,381TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
ADMISSION AND SPECIAL EVENTS900099$2,398,485$1,460,882$937,603
REIMBURSEMENT OF EXPENSES900099$608,379$608,379
CONTRACT SERVICES/COMMISSIONS900099$378,383$378,383
ADVERTISING541800$498,657$498,657
FieldValueIRS element (for citing)
Total Program Service Revenue$3,883,904TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,430,368TotalRevenueColumnAmt
Unrelated Business Revenue$487,189UnrelatedBusinessRevenueAmt
Exclusion$943,179ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$962,143TotalRevenueColumnAmt
Unrelated Business Revenue$238,338UnrelatedBusinessRevenueAmt
Exclusion$723,805ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,559,847RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,085,449RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$474,398RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$474,398TotalRevenueColumnAmt
Exclusion$474,398ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$26,378,689SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,696,582SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$20,682,107SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,682,107TotalRevenueColumnAmt
Exclusion$20,682,107ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$384,038FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$348,750ContriRptFundraisingEventAmt
Fundraising Direct Expenses$189,100FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$194,938TotalRevenueColumnAmt
Exclusion$194,938ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$705,902GrossSalesOfInventoryAmt
Cost Of Goods Sold$308,669CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$397,233TotalRevenueColumnAmt
Unrelated Business Revenue$269,861UnrelatedBusinessRevenueAmt
Exclusion$127,372ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
EQUITY INTEREST IN SUBSIDIARIES900099$1,681,358$1,681,358
EARNINGS ALLOCATED TO ENDOWMENTS HELD FOR OTHERS900099$831,530$831,530
INSURANCE PAYMENTS900099$131,723$131,723

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,605TotalRevenueColumnAmt
Exclusion$26,605ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,671,216OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$94,041,688TotalRevenueColumnAmt
Related Or Exempt Func Income$2,447,644RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,431,648UnrelatedBusinessRevenueAmt
Exclusion$25,817,015ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$8,707,249TotalAmt
Program Services$8,707,249ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$40,000TotalAmt
Program Services$40,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$9,082TotalAmt
Program Services$9,082ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,910,668TotalAmt
Program Services$1,234,107ProgramServicesAmt
Management And General$1,244,141ManagementAndGeneralAmt
Fundraising$432,420FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$12,756,180TotalAmt
Program Services$8,941,296ProgramServicesAmt
Management And General$1,590,098ManagementAndGeneralAmt
Fundraising$2,224,786FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$579,773TotalAmt
Program Services$388,697ProgramServicesAmt
Management And General$101,729ManagementAndGeneralAmt
Fundraising$89,347FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$980,611TotalAmt
Program Services$659,508ProgramServicesAmt
Management And General$169,493ManagementAndGeneralAmt
Fundraising$151,610FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,195,149TotalAmt
Program Services$789,904ProgramServicesAmt
Management And General$223,675ManagementAndGeneralAmt
Fundraising$181,570FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$58,350TotalAmt
Program Services$26,857ProgramServicesAmt
Management And General$29,773ManagementAndGeneralAmt
Fundraising$1,720FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$224,884TotalAmt
Management And General$224,884ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$13,000TotalAmt
Program Services$13,000ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$456,000TotalAmt
Fundraising$456,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$769,372TotalAmt
Program Services$675,135ProgramServicesAmt
Management And General$94,237ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,484,235TotalAmt
Program Services$2,055,957ProgramServicesAmt
Management And General$267,432ManagementAndGeneralAmt
Fundraising$160,846FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$324,949TotalAmt
Program Services$194,968ProgramServicesAmt
Management And General$106,805ManagementAndGeneralAmt
Fundraising$23,176FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,421,405TotalAmt
Program Services$1,023,504ProgramServicesAmt
Management And General$289,016ManagementAndGeneralAmt
Fundraising$108,885FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,636,605TotalAmt
Program Services$2,123,737ProgramServicesAmt
Management And General$234,654ManagementAndGeneralAmt
Fundraising$278,214FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$249,467TotalAmt
Program Services$175,701ProgramServicesAmt
Management And General$26,576ManagementAndGeneralAmt
Fundraising$47,190FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$198,394TotalAmt
Program Services$198,394ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$105,127TotalAmt
Program Services$60,107ProgramServicesAmt
Management And General$45,020ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$805,599TotalAmt
Program Services$639,266ProgramServicesAmt
Management And General$106,274ManagementAndGeneralAmt
Fundraising$60,059FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,015,057TotalAmt
Program Services$798,222ProgramServicesAmt
Management And General$216,435ManagementAndGeneralAmt
Fundraising$400FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
REAL ESTATE$6,361,887$6,361,887
LOSS ON LEASE$2,881,288$2,881,288
PRINTING$1,803,789$1,608,236$3,793$191,760
PROPERTY DEVELOPMENT$1,569,167$1,569,167

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,413,959TotalAmt
Program Services$2,911,620ProgramServicesAmt
Management And General$193,556ManagementAndGeneralAmt
Fundraising$308,783FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$53,971,246TotalAmt
Program Services$41,205,601ProgramServicesAmt
Management And General$8,048,879ManagementAndGeneralAmt
Fundraising$4,716,766FundraisingAmt
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$19,348,068BOYAmt
EOY$17,427,779EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$11,714,704BOYAmt
EOY$17,276,398EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,727,120BOYAmt
EOY$4,320,217EOYAmt

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$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$448,701BOYAmt
EOY$474,489EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$594,499BOYAmt
EOY$596,042EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$14,592,565LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$7,609,942LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$7,771,942BOYAmt
EOY$6,982,623EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$62,765,662BOYAmt
EOY$71,412,847EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$350,851,190BOYAmt
EOY$320,032,360EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$591,247BOYAmt
EOY$1,103,419EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$455,813,133BOYAmt
EOY$439,626,174EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,120,920BOYAmt
EOY$18,080,988EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$6,951,012BOYAmt
EOY$5,863,965EOYAmt

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$1,279,701BOYAmt
EOY$1,249,365EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$1,750,000BOYAmt
EOY$5,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$24,840,988BOYAmt
EOY$18,020,667EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$43,942,621BOYAmt
EOY$48,214,985EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$125,295,800BOYAmt
EOY$110,127,222EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$286,574,712BOYAmt
EOY$281,283,967EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$411,870,512BOYAmt
EOY$391,411,189EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$455,813,133BOYAmt
EOY$439,626,174EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$40,070,442ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$61,526,137NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$996,372OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
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$65,970,800CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,485,669CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,853,482CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,766,893CurrentTaxYearMinus1YearAmt
Current Tax Year$63,345,381CurrentTaxYearAmt
Total$269,422,225TotalAmt

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$65,970,800CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,485,669CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,853,482CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,766,893CurrentTaxYearMinus1YearAmt
Current Tax Year$63,345,381CurrentTaxYearAmt
Total$269,422,225TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$82,841,853SubstantialContributorsTotAmt
Public Support Total170$186,580,372PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,133,752CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,476,418CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,286,915CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,611,326CurrentTaxYearMinus1YearAmt
Current Tax Year$4,179,872CurrentTaxYearAmt
Total$28,688,283TotalAmt

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$217,551CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$452,538CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$410,818CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$101,272CurrentTaxYearMinus1YearAmt
Current Tax Year$158,328CurrentTaxYearAmt
Total$1,340,507TotalAmt
FieldValueIRS element (for citing)
Total Support$299,451,015TotalSupportAmt
Gross Receipts Rltd Activities$22,344,484GrossReceiptsRltdActivitiesAmt
Public Support CY1700.62308PublicSupportCY170Pct
Public Support PY1700.63919PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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$58,239FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$190,012FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$248,251FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$53,722,995FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$53,971,246FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
FieldValueIRS element (for citing)
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp

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$468,490CurrentYearMinus3Amt
Current Year Minus2$354,883CurrentYearMinus2Amt
Current Year Minus1$254,759CurrentYearMinus1Amt
Current Year$248,251CurrentYearAmt
Total$1,326,383TotalAmt

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$157,572CurrentYearMinus3Amt
Current Year Minus2$78,660CurrentYearMinus2Amt
Current Year Minus1$38,729CurrentYearMinus1Amt
Current Year$58,239CurrentYearAmt
Total$333,200TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held6DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held1FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$0DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$0FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$380,800DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$7,423FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$7,988,655DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$187,927FundsAndOtherAccountsVlEOYAmt
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 Easements129TotalEasementsCnt
Total Acreage953.00TotalAcreageCnt
Historic Structure Easements108HistoricStructureEasementsCnt
Historic Strctr Easements Aftr13HistoricStrctrEasementsAftrCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held26StatesEasementsHeldCnt
Written Policy MonitoringYes (true)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement3518.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$221,869ExpensesIncurredEnforcementAmt
Section170h Rqr StsfdYes (true)Section170hRqrStsfdInd
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
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
Agent Trustee EtcfalseAgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$249,492,859BeginningYearBalanceAmt
Contributions$6,128,185ContributionsAmt
Investment Earnings Or Losses$8,893,946InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,264,073GrantsOrScholarshipsAmt
Other Expenditures$8,627,772OtherExpendituresAmt
Administrative Expenses$2,348,150AdministrativeExpensesAmt
End Year Balance$252,274,995EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$271,911,308BeginningYearBalanceAmt
Contributions$4,021,401ContributionsAmt
Investment Earnings Or Losses$10,503,482InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,236,088GrantsOrScholarshipsAmt
Other Expenditures$10,674,984OtherExpendituresAmt
Administrative Expenses$25,032,260AdministrativeExpensesAmt
End Year Balance$249,492,859EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$262,563,154BeginningYearBalanceAmt
Contributions$3,454,987ContributionsAmt
Investment Earnings Or Losses$19,007,471InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,404,843GrantsOrScholarshipsAmt
Other Expenditures$8,372,955OtherExpendituresAmt
Administrative Expenses$3,336,506AdministrativeExpensesAmt
End Year Balance$271,911,308EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.34000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.53000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.13000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,714,477OtherCostOrOtherBasisAmt
Depreciation$2,272,842DepreciationAmt
Book Value$4,441,635BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,272,311OtherCostOrOtherBasisAmt
Depreciation$1,875,062DepreciationAmt
Book Value$1,397,249BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,605,777OtherCostOrOtherBasisAmt
Depreciation$3,462,038DepreciationAmt
Book Value$1,143,739BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$6,982,623TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INVESTMENT IN SUBSIDIARIES$21,827,259C
OTHER NON-PUBLIC INVESTMENTS$298,205,101F
FieldValueIRS element (for citing)
Total Book Value Securities$320,032,360TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
MONTPELIER FOUNDATION ENDOWMENT$8,941,789
ENDOWMENT FOR CONGRESSIONAL CEMETARY$5,862,680
GIFT ANNUITIES$1,858,042
OTHER LIABILITIES$876,858
OTHERS-BELLE GROVE ENDOWMENT$481,298
FieldValueIRS element (for citing)
Total Liability$18,020,667TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$34,505,620TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$61,526,137NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$1,265,300DonatedServicesAndUseFcltsAmt
Other Revenue$1,494,141OtherRevenueAmt
Revenue Not Reported-$58,766,696RevenueNotReportedAmt
Revenue Subtotal$93,272,316RevenueSubtotalAmt
Investment Expenses Not Incld$769,372InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$769,372RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$94,041,688TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$54,964,943TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$1,265,300DonatedServicesUseFcltsAmt
Expenses Not Reported$1,265,300ExpensesNotReportedAmt
Expenses Subtotal$53,699,643ExpensesSubtotalAmt
Investment Expenses Not Incld2$769,372InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$497,769OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$271,603ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$53,971,246TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART II, LINE 4:NUMBER OF STATES WHERE PROPERTIES SUBJECT TO CONSERVATION EASEMENTS ARE LOCATED WAS 25 PLUS THE DISTRICT OF COLUMBIA FOR A TOTAL OF 26.
SCHEDULE D, PART II, LINE 5:THE NATIONAL TRUST'S BOARD-ESTABLISHED EASEMENT POLICY SETS OUT GENERAL STANDARDS FOR ACQUISITION, INSPECTION AND ENFORCEMENT. THESE POLICIES ARE REFLECTED IN EASEMENT DEEDS, AUTHORIZING INSPECTION RIGHTS AND FULL ENFORCEMENT POWERS. THE NATIONAL TRUST PHYSICALLY INSPECTS ITS EASEMENTS ON A REGULAR BASIS. IN ADDITION TO PHYSICAL MONITORING, THE NATIONAL TRUST ALSO MONITORS PROPERTIES THROUGH THE PROVISION OF TECHNICAL ADVICE TO PROPERTY OWNERS RELATED TO THE CARE AND MAINTENANCE OF THEIR PROPERTY. ALSO, THE NATIONAL TRUST, USING THE SECRETARY OF THE INTERIOR'S STANDARDS FOR THE TREATMENT OF HISTORIC PROPERTIES, REVIEWS THE EXISTING CONDITION OF A PROPERTY WHENEVER IT RECEIVES A REQUEST TO MAKE A CHANGE OR ALTERATION FROM A PROPERTY OWNER. THE NATIONAL TRUST ENFORCES RESTRICTIONS IN EASEMENTS, INCLUDING THROUGH LEGAL ACTION WHEN NECESSARY.
SCHEDULE D, PART II, LINE 9:EXPENSES 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:THE 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 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:THE NATIONAL TRUST OWNS CERTAIN HISTORIC SITES THAT ARE OPERATED AS MUSEUMS OR ARE OTHERWISE INTEGRAL TO THE TRUST'S CHARITABLE AND EDUCATIONAL PRESERVATION PROGRAM. THESE HISTORIC SITES, MOST OF WHICH CONTAIN SIGNIFICANT COLLECTIONS OF FURNISHINGS, ARE REGULARLY OPEN TO THE PUBLIC.
SCHEDULE D, PART V, LINE 4:THE NATIONAL TRUST'S ENDOWMENT FUNDS ARE USED TO SUPPORT THE COSTS OF MAINTAINING ITS HISTORIC SITES, FOR GRANTS TO PRESERVATION ORGANIZATIONS AND SIMILAR PURPOSES, AND TO SUPPORT NATIONAL TRUST'S CHARITABLE AND EDUCATIONAL PROGRAMS AND ACTIVITIES.
SCHEDULE D, PART X, LINE 2:THE 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, 2019 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 2D:ADJUSTMENT OF PLEDGE RECEIVABLE: $ 996,372 COST OF GOODS SOLD: $ 308,669 SPECIAL EVENT EXPENSE: $ 189,100 TOTAL: $ 1,494,141
SCHEDULE D, PART XII, LINE 4B:COST OF GOODS SOLD: $(308,669) SPECIAL EVENT EXPENSE: $(189,100) TOTAL: $(497,769)

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Investments$117,334,829
Europe (Including Iceland and Greenland)00Investments$479,125
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$117,813,954SubtotalSpentAmt
Total Spent$117,813,954TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionEurope (Including Iceland and Greenland)RegionTxt
Purpose Of GrantPRESERVATIONPurposeOfGrantTxt
Cash Grant$9,082CashGrantAmt
Manner Of Cash DisbursementWIREMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE F, PART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE INTERNATIONAL NATIONAL TRUSTS ORGANIZATION (INTO) IS AN ASSOCIATION OF NATIONAL TRUSTS FROM THROUGHOUT THE WORLD. AS ONE OF THE OLDEST AND LARGEST NATIONAL TRUSTS, THE NATIONAL TRUST PLAYS A LEADERSHIP ROLE IN THE OVERSIGHT AND MANAGEMENT OF INTO. KATHERINE MALONE-FRANCE, CHIEF PRESERVATION OFFICER, SITS ON THE BOARD OF INTO.ExplanationTxt

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 FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
INTERACTIVE STRATEGIES
1133 Connecticut Ave Ste 600WashingtonDC20036ONLINE Fundraisingfalse$246,000-$246,000
EIDOLON COMMUNICATIONS INC
15 Maiden Lane Suite 1401New YorkNY10038DIRECT MARKETINGfalse$210,000-$210,000
FieldValueIRS element (for citing)
Total Retained By Contractors$456,000TotalRetainedByContractorsAmt
Total Net To Organization-$456,000TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
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 StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GLASS HOUSEEvent1Nm
Gross Receipts Event1$636,395GrossReceiptsEvent1Amt
Charitable Contri Event1$292,650CharitableContriEvent1Amt
Gross Revenue Event1$343,745GrossRevenueEvent1Amt
Other Direct Expenses Event1$142,930OtherDirectExpensesEvent1Amt
Event2Woodlawn SpringEvent2Nm
Gross Receipts Event2$39,980GrossReceiptsEvent2Amt
Charitable Contri Event2$12,800CharitableContriEvent2Amt
Gross Revenue Event2$27,180GrossRevenueEvent2Amt
Other Direct Expenses Event2$11,804OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$56,413GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$43,300CharitableContriOtherEventsAmt
Gross Revenue Other Events$13,113GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$34,366OthDirectExpnssOtherEventsAmt
Gross Receipts Total$732,788GrossReceiptsTotalAmt
Charitable Contributions Tot$348,750CharitableContributionsTotAmt
Gross Revenue Total Events$384,038GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$189,100OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$189,100DirectExpenseSummaryEventsAmt
Net Income Summary$194,938NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART II, EVENT TYPE:FormAndLineReferenceDesc
Explanation(B) EVENT: WOODLAWN SPRING EVENTExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (140 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ASSN FOR THE PRESERV OF THE CONGRESSIONAL
1801 E STREET SEWASHINGTONDC20003521071828501(C)(3)$264,981Historic Preservation
ARLINGTON STREET CHURCH
351 BOYLSTON STREETBOSTONMA02116042147961501(C)(3)$250,000Historic Preservation
BROAD STREET MINISTRY
PO BOX 22656PHILADELPHIAPA19110202760310501(C)(3)$250,000Historic Preservation
CENTRAL PRESBYTERIAN CHURCH
70 MAPLE STREETSUMMITNJ07901221494432501(C)(3)$250,000Historic Preservation
EMANUEL AFRICAN METHODIST EPISCOPAL CHURCH
110 CALHOUN STREETCHARLESTONSC29401570575525501(C)(3)$250,000Historic Preservation
OUR LADY OF VICTORY
767 RIDGE ROADLACKAWANNANY14218160743077501(C)(3)$250,000Historic Preservation
ST MARY OF IMMACULATE CONCEPTIon CHURCH
311 N NEW JERSEY STINDIANAPOLISIN46204350894969501(C)(3)$250,000Historic Preservation
SECOND PRESBYTERIAN CHURCH OF CHICAGO
1936 SOUTH MICHIGAN AVECHICAGOIL60616362171158501(C)(3)$250,000Historic Preservation
ST CHARLES AVENUE BAPTIST CHURCH
7100 ST CHARLES AVENEW ORLEANSLA70118720491089501(C)(3)$250,000Historic Preservation
WASHINGTON NATIONAL CATHEDRAL
3101 WISCONSIN AVE NWWASHINGTONDC20016530196604501(C)(3)$250,000Historic Preservation
MONTPELIER DESCENDANTS COMMITTEE
130 CAROLINE STREETORANGEVA22960863558157501(C)(3)$226,657Historic Preservation
THE LEAGUE OF WOMEN FOR COMMUNITY SERVICE
558 MASSACHUSETTS AVENUEBOSTONMA02118237107406501(C)(3)$165,000Historic Preservation
FL AGRICULTURAL & MECHANICAL UNIVERSITY
445 GAMBLE STREETTALLAHASSEEFL32307590977035501(C)(3)$155,000Historic Preservation
RUST COLLEGE
150 RUST AVEHOLLY SPRINGSMS38635640303805501(C)(3)$155,000Historic Preservation
SHAW UNIVERSITY
118 E SOUTH STRALEIGHNC27601560530235501(C)(3)$155,000Historic Preservation
VOORHEES COLLEGE
481 VOORHEES ROADDENMARKSC29042570329786501(C)(3)$155,000Historic Preservation
FIRST UNITED METHODIST CHURCH OF LAWRENCE KS
946 VERMONT STREETLAWRENCEKS66044480634652501(C)(3)$154,000Historic Preservation
ROBERTS TEMPLE CHURCH OF GOD IN CHRIST
4021 S STATE STREETCHICAGOIL60609366145500501(C)(3)$150,000Historic Preservation
AUSTIN COMMUNITY FOUNDATION
4315 GUADALUPE STREETAUSTINTX78751741934031501(C)(3)$150,000Historic Preservation
4THEVILLE
4067 LINCOLN AVENUEST LOUISMO63113810635558501(C)(3)$145,000Historic Preservation
HOUSTON FREEDMEN'S TOWN CONSERVANCY
PO BOX 22602HOUSTONTX77227832421452501(C)(3)$140,000Historic Preservation
SAVE HARLEM NOW
41 UNION SQUARE WESTNEW YORKNY10002810725665501(C)(3)$140,000Historic Preservation
AL AFRICAN AMERICAN CIVIL RIGHTS HERITAGE
209 20TH STREETBIRMINGHAMAL35203851105113501(C)(3)$155,000Historic Preservation
AFRICAN AMERICAN HERITAGE TRAIL OF MARTHA'S VINEYA
53 OLD COACH rdWEST TISBURYMA02575043420520501(C)(3)$120,000Historic Preservation
THREATT FILLING STATION FOUNDATION
66 N POTTAWATOMIE RDLUTHEROK73054834091024501(C)(3)$105,000Historic Preservation
ASBURY UNITED METHODIST CHURCH
926 11TH STREET NWWASHINGTONDC20001530229948501(C)(3)$100,000Historic Preservation
UNITED INNER CITY SERVICES
2008 E 12TH STREETKANSAS CITYMO64127440646347501(C)(3)$85,000Historic Preservation
GEORGIA B WILLIAMS NURSING HOME INC
176 DYER STREETCAMILLAGA31730451611568501(C)(3)$80,000Historic Preservation
HONPA HONGWANJI HAWAII BETSUIN
1727 PALI HIGHWAYHONOLULUHI96813990200874501(C)(3)$80,000Historic Preservation
ROBBINS HISTORICAL SOCIETY & MUSEUM
3644 W 139TH STROBBINSIL60472364373317501(C)(3)$80,000Historic Preservation
HAMPTON UNIVERSITY MUSEUM AND ARCHIVES
200 WILLIAM R HARVEY WAYHAMPTONVA23668540050990501(C)(3)$75,000Historic Preservation
HILL CDC
2015-17 CENTRE AVEPITTSBURGHPA15219251541548501(C)(3)$75,000Historic Preservation
HUSTON-TILLLOTSON UNIVERSITY
900 CHICON STREETAUSTINTX78702741180151501(C)(3)$75,000Historic Preservation
KARAMU HOUSE
2355 E 89TH STREETCLEVELANDOH44106340714448501(C)(3)$75,000Historic Preservation
MTZION BAPTIST CHURCH PRESERVATION SOCIETY
32 W Carpenter StreetATHENSOH45701813523668501(C)(3)$75,000Historic Preservation
NAT MARIAN ANDERSON HIS SOCIETY & MUSEUM
762 SOUTH MARTIN STPHILADELPHIAPA19146232933902501(C)(3)$75,000Historic Preservation
NATIONAL OPERA HOUSE
1205 BOYLE STREETPITTSBURGHPA15212251864736501(C)(3)$75,000Historic Preservation
ST JOSEPH'S HISTORIC FOUNDATION
804 OLD FAYETTEVILLE STDURHAMNC27701561152267501(C)(3)$75,000Historic Preservation
THE PEOPLES COMMUNITY DEVELOPMENT CORP
2306 SOUTH SALINA STREETSYRACUSENY13205800141993501(C)(3)$75,000Historic Preservation
NC AFRICAN AMERICAN HERITAGE COMMISSION
288 ALSTON HOUSE RDSANDFORDNC27330833900850501(C)(3)$75,000Historic Preservation
JOHNSON C SMITH UNIVERSITY
100 BEATTIES FORD ROADCHARLOTTENC28216250983069501(C)(3)$65,000Historic Preservation
INDIANA LANDMARKS
1201 CENTRAL AVENUEINDIANAPOLISIN46202351162873501(C)(3)$62,000Historic Preservation
HISTORIC ATHENS
489 PRINCE AVENUEATHENSGA30601586062318501(C)(3)$60,000Historic Preservation
CITY OF PADUCAH
300 SOUTH 5TH STREETPADUCAHKY42002616001891501(C)(3)$55,000Historic Preservation
CLIVEDEN INC
6401 GERMANTOWN AVEPHILADELPHIAPA19144232232675501(C)(3)$50,538Historic Preservation
FORT MONROE FOUNDATION
20 INGALLS ROADFORT MONROEVA23651274974146501(C)(3)$50,000Historic Preservation
BLACK AMERICAN WEST MUSEUM & HERITAGE CT
3091 CALIFORNIA STDENVERCO80205846117163501(C)(3)$50,000Historic Preservation
BLUE GRASS TRUST FOR HISTORIC PRESERVATION
210 NORTH BROADWAYLEXINGTONKY40507610518029501(C)(3)$50,000Historic Preservation
BYRD BARR PLACE
722 18TH AVESEATTLEWA98122910786727501(C)(3)$50,000Historic Preservation
CHEROKEE STATE RESORT HISPARK OF AURORA KT
542 KENLAKE ROADHARDINKY42048262926886501(C)(3)$50,000Historic Preservation
CITY OF SACRAMENTO
300 RICHARDS BLVDSACRAMENTOCA95811946000410501(C)(3)$50,000Historic Preservation
DESCENDANTS OF OLIVEWOOD
1300 COURT STREETHOUSTONTX77007432078611501(C)(3)$50,000Historic Preservation
OAKLAND PUBLIC LIBRARY
125 14TH STREETOAKLANDCA94612946000384501(C)(3)$50,000Historic Preservation
PARA LA NATURALEZA
PO BOX 9023554SAN JUANPR00902660801404501(C)(3)$50,000Historic Preservation
PRESERVATION RESOURCE CENTER OF NEW ORLEANS
923 TCHOUPITOULAS STNEW ORLEANSLA70130720760857501(C)(3)$50,000Historic Preservation
WALNUT COVE COLORED SCHOOL INC
308 BROOK STREETWALNUT COVENC27105582114912501(C)(3)$50,000Historic Preservation
ANTOINE'S RESTAURANT
713 ST LOUIS STNEW ORLEANSLA70130721432300$40,000Backing Historic Small Restaurants
BLACK FOREST INN
1 EAST 26TH STREETMINNEAPOLISMN55404411455405$40,000Backing Historic Small Restaurants
CHINA KING'S RESTAURANT
5 S KING STLEESBURGVA20175541617198$40,000Backing Historic Small Restaurants
JUICE & VEGGIE FOOD CORP
127 SECOND AVENUENEW YORKNY10003453916139$40,000Backing Historic Small Restaurants
GOLDEN BURRO LLC
710 HARRISON AVELEADVILLECO80461861834552$40,000Backing Historic Small Restaurants
HI-WAY CAFE LLC
437918 E HIGHWAY 60VINITAOK74301901184514$40,000Backing Historic Small Restaurants
KHALIL'S MIDDLE EASTERN RESTAURANT
4757 BAUM BLVDPITTSBURGHPA15213820674429$40,000Backing Historic Small Restaurants
MAGNOLIA HOUSE FOUNDATION INC
PO BOX 5817GREENSBORONC27435311613173$40,000Backing Historic Small Restaurants
MAX'S TAPHOUSE
737 S BROADWAYBALTIMOREMD21231521422623$40,000Backing Historic Small Restaurants
MR HENRY'S INC
601 PENNSYLVANIA AVEWASHINGTONDC20003520909434$40,000Backing Historic Small Restaurants
PENN BREWERY AND RESTAURANT
800 VINIAL STPITTSBURGHPA15212251520175$40,000Backing Historic Small Restaurants
RAINBOW CHINESE RESTAURANT
2739 NICOLLET AVENUEMINNEAPOLISMN55408411584954$40,000Backing Historic Small Restaurants
SARATOGA RESTAURANT OF TERRE HAUTE
431 WABASH AVETERRA HAUTEIN47807351663231$40,000Backing Historic Small Restaurants
STAMPS SUPER BURGERS
1801 DALTON STREETJACKSONMS39204841955216$40,000Backing Historic Small Restaurants
TESHIMA RESTAURANT
79-2751 MAMALAHOA HWYKEALAKEKUAHI96750990111123$40,000Backing Historic Small Restaurants
THE GLEN ROCK MILL INN
50 WATER STREETGLEN ROCKPA17327823373926$40,000Backing Historic Small Restaurants
THE HARMONY INN
230 MERCER STHARMONYPA16037206623708$40,000Backing Historic Small Restaurants
THE IRISH ROVER
2319 FRANKFORT AVELOUISVILLEKY40206611245070$40,000Backing Historic Small Restaurants
THE SEASIDE
1790 KALANIANAOLE STREETHILOHI96720990265037$40,000Backing Historic Small Restaurants
WELTON STREET CAFE
2883 WELTON STDENVERCO80205384108247$40,000Backing Historic Small Restaurants
SCHWARBL'S RESTAURANT
789 CENTER ROADWEST SENECANY14224161053526$40,000Backing Historic Small Restaurants
SILVER CAFE INC
514 N BULLARD STREETSILVER CITYNM88061850442787$40,000Backing Historic Small Restaurants
MORE BAKERY INC DBA LA SEGUNDA BAKERY
2512 N 15TH STREETTAMPAFL33605591681047$40,000Backing Historic Small Restaurants
HISTORY COLORADO
1200 BROADWAYDENVERCO80203840644739501(C)(3)$60,000Historic Preservation
PRESERVATION TEXAS
PO BOX 3514SAN MARCOSTX78667752129913501(C)(3)$25,000Historic Preservation
SIXTEENTH STREET BAPTIST CHURCH INC
1530 SIXTH AVENUEBIRMINGHAMAL35203630397962501(C)(3)$25,000Historic Preservation
CAPACITY INC
80 WALTON ST NW STE 500ATLANTAGA30303237207598501(C)(3)$50,000Historic Preservation
PRESERVATION VIRGINIA
204 W FRANKLIN STRICHMONDVA23220540568800501(C)(3)$20,000Historic Preservation
AMERICAN BATTLEFIELD TRUST
1156 15TH STREET NWWASHINGTONDC20005541426643501(C)(3)$20,000Historic Preservation
GREATER SYRACUSE LAND BANK
431 E FAYETTE STSYRACUSENY13202462382007501(C)(3)$19,000Historic Preservation
CITY OF EUREKA KANSAS
309 N OAK STREETEUREKAKS67045486035982501(C)(3)$16,500Historic Preservation
BOSTON PRESERVATION ALLIANCE INC
87 MOUNT VERNON STREETBOSTONMA02108042748390501(C)(3)$15,000Historic Preservation
CITY OF HILLSDALE TAX INCREMENT FIN AUTHORITY
97 N BROAD STREETHILLSDALEMI49242386004621501(C)(3)$15,000Historic Preservation
CITY OF MADISON INC
101 W MAIN STREETMADISONIN47250356001100501(C)(3)$15,000Historic Preservation
QUINN CHAPEL AME CHURCH
5627-33 S MICHIGAN AVECHICAGOIL60637362897358501(C)(3)$15,000Historic Preservation
SYLVESTER MANOR EDUCATIONAL FARM
80 NORTH FERRY RdSHELTER ISLANDNY11964271189261501(C)(3)$15,000Historic Preservation
THE PEALE CENTER FOR BALTIMORE HIS & ARCHITECTURE
PO BOX 1742BALTIMOREMD21203800207754501(C)(3)$15,000Historic Preservation
UNIVERSITY OF ARKANSAS
1125 W MAPLE STREETFAYETTEVILLEAR72701716003252501(C)(3)$15,000Historic Preservation
BRUCEMORE INC
2160 LINDEN DR SECEDAR RAPIDSIA52403421170531501(C)(3)$15,000Historic Preservation
PROVIDENCE PRESERVATION SOCIETY
24 MEETING STPROVIDENCERI02903050283958501(C)(3)$15,000Historic Preservation
THE ASS FOR THE LIBERTY THEATRE OF EUNICE
PO BOX 1260EUNICELA70535850812377501(C)(3)$15,000Historic Preservation
LUTHERAN CHURCH OF THE HOLY COMMUNION
2111 SANSOM STPHILADELPHIAPA19103231365231501(C)(3)$15,000Historic Preservation
MISSISSIPPI HERITAGE TRUST
PO BOX 577JACKSONMS39205582020318501(C)(3)$15,000Historic Preservation
DEMUTH FOUNDATION
120 EAST KING STLANCASTERPA17602232176299501(C)(3)$15,000Historic Preservation
UNIVERSITY OF MARYLAND
1109 LEE BUILDINGCOLLEGE PARKMD20742526002033501(C)(3)$15,000Historic Preservation
DC PRESERVATION LEAGUE
641 S STREET NWWASHINGTONDC20001521038849501(C)(3)$13,000Historic Preservation
FRIENDS OF THE TEXAS HISTORICAL COMMISSION
PO BOX 13497AUSTINTX78711742773168501(C)(3)$13,000Historic Preservation
FRIENDS OF CAMP SECURITY
PO BOX 20008YORKPA17401233087149501(C)(3)$12,348Historic Preservation
FRIENDS OF FORT HALIFAX PARK
PO BOX 565HALIFAXPA17032208377179501(C)(3)$12,000Historic Preservation
BATTLE OF RHODE ISLAND ASSOCIATION
PO BOX 626PORTSMOUTHRI02871873225214501(C)(3)$10,000Historic Preservation
CITY AND COUNTY OF DENVER
201 W COLFAX AVE DEPT 205DENVERCO80202846000580501(C)(3)$10,000Historic Preservation
CORNERSTONES COMMUNITY PARTNERSHIPS
227 Otero StreetSANTA FENM87501850425771501(C)(3)$10,000Historic Preservation
DEKOVEN CENTER
600 CARON BUTLER DRIVERACINEWI53403390806356501(C)(3)$10,000Historic Preservation
DETROIT SOUND CONSERVANCY
440 BURROUGHS SUITE 195DETROITMI48202471039285501(C)(3)$10,000Historic Preservation
EBELL FRIENDS
THE OHIO HOUSEPHILADELPHIAPA19131232703821501(C)(3)$10,000Historic Preservation
FAIRMOUNT PARK CONSERVANCY
1000 POTOMAC STREET NWWASHINGTONDC20007300830983501(C)(3)$10,000Historic Preservation
GEORGETOWN HERITAGE
208 MILL ROADBISBEEAZ85603271039885501(C)(3)$10,000Historic Preservation
HINSDALE COUNTY HISTORICAL SOCIETY
PO BOX 2446WOBURNMA01888831010033501(C)(3)$10,000Historic Preservation
NACO HERITAGE ALLIANCE
617 MAIN STREETBUFFALONY14203222986810501(C)(3)$10,000Historic Preservation
NATIONAL PRESERVATION PARTNERS NETWORK
44 CENTRAL AVENUEALBANYNY12206237379938501(C)(3)$10,000Historic Preservation
PRESERVATION ALLIANCE OF MINNESOTA
107 KING WILLIAMSAN ANTONIOTX78204746015382501(C)(3)$10,000Historic Preservation
PRESERVATION BUFFALO NIAGARA
21 BROADMOOR AVECOLORADO SPRINGSCO80906840517369501(C)(3)$10,000Historic Preservation
PRESERVATION LEAGUE OF NEW YORK
15 JOHNNY CAKE HILLNEW BEDFORDMA02740046130520501(C)(3)$10,000Historic Preservation
PRESIDENT LINCOLN'S COTTAGE
1204 MINOR AVESEATTLEWA98101910983680501(C)(3)$10,000Historic Preservation
ROCKY MTN LAND LIBRARY
3700 N CAPITOL STWASHINGTONDC20011471453864501(C)(3)$10,000Historic Preservation
SAN ANTONIO CONSERVATION SOCIETY
743 S LUCERNE BLVDLOS ANGELESCA90005833447161501(C)(3)$10,000Historic Preservation
THE COLORADO SPRINGS SCHOOL
PO BOX 353LAKE CITYCO81235510199445501(C)(3)$10,000Historic Preservation
WASHINGTON TRUST FOR HISTORIC PRESERVATION
2550 W 39TH AVEDENVERCO80211203196971501(C)(3)$10,000Historic Preservation
WATERFRONT HISTORIC AREA LEAGUE
416 LANDMARK CENTERST PAULMN55102411427970501(C)(3)$10,000Historic Preservation
IDA LEE WILLIS MEMORIAL AWARD INC
836 CLARKSON RDVINE GROVEKY40175310954167501(C)(3)$9,400Historic Preservation
AFRICATOWN HERITAGE PRESERVATION FOUNDATION
PO BOX 66748MOBILEAL36660842818332501(C)(3)$9,000Historic Preservation
OATLANDS INC
20850 OATLADS PLATATN LNLEESBURGVA20175541118635501(C)(3)$8,950Historic Preservation
BENT COUNTY HISTORICAL SOCIETY
560 BENT AVELAS ANIMASCO81054840576719501(C)(3)$8,873Historic Preservation
GLBT HISTORICAL SOCIETY
4127 18TH STREETSAN FRANCISCOCA94103942989004501(C)(3)$8,750Historic Preservation
FILOLI CENTER
86 CANADA ROADWOODSIDECA94062952996648501(C)(3)$8,000Historic Preservation
HISTORIC ALBANY FOUNDATION
89 LEXINGTON AVENUEALBANYNY12206237380514501(C)(3)$8,000Historic Preservation
HISTORIC WHIDBEY
82 S EBEY RDCOUPEVILLEWA98239463720372501(C)(3)$8,000Historic Preservation
FEMALE UNION BAND HISTORIC MEMORIAL PARK INC
C/O DWT JOHN SEIVERWASHINGTONDC20005204120416501(C)(3)$8,000Historic Preservation
VILLA FINALE MUSEUM & GARDENS
401 KING WILLIAMSAN ANTONIOTX78204814436786501(C)(3)$8,000Historic Preservation
TOURO SYNAGOGUE FOUNDATION
85 TOURO STNEWPORTRI02840050255359501(C)(3)$7,700Historic Preservation
IVY CREEK FOUNDATION
PO BOX 956CHARLOTTESVILLEVA22902541112932501(C)(3)$7,500Historic Preservation
THE UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRAUSTINTX78712746000203501(C)(3)$7,500Historic Preservation
WATERLOO LIBRARY & HISTORICAL SOCIETY
31 E WILLIAMS STWATERLOONY13165150532265501(C)(3)$6,000Historic Preservation
DAUPHIN COUNTY LIBRARY SYSTEM
101 WALNUT STREETHARRISBURGPA17101231352317501(C)(3)$5,750Historic Preservation
FieldValueIRS element (for citing)
Total501c3 Org117Total501c3OrgCnt
Total Other Org23TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeBacking Historic Small RestaurantsGrantTypeTxt
Recipient1RecipientCnt
Cash Grant$40,000CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2:FormAndLineReferenceDesc
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)
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 PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
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 (13 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
PAUL EDMONDSON
PRESIDENT & CEO$336,086$0$0$0$0$0$0$0$762$0$336,848$0$0$0
KATHERINE MALONE-FRANCE
CHIEF PRESERVATION OFFICER$241,204$0$0$0$0$0$0$0$6,633$0$247,837$0$0$0
LAURA BRACIS
CHIEF FINANCIAL OFFICER$229,897$0$0$0$0$0$0$0$5,423$0$235,320$0$0$0
THOMPSON MAYES
CHIEF LEGAL OFCR & SECRETARY$225,469$0$0$0$0$0$0$0$8,911$0$234,380$0$0$0
DEMOND LEGGS
EXEC DIR, AACHAF & SR VP, NTHP$192,869$0$31,080$0$0$0$0$0$6,725$0$230,674$0$0$0
TABITHA ALMQUIST
CHIEF ADMINISTRATIVE OFFICER$212,382$0$0$0$0$0$0$0$762$0$213,144$0$0$0
LYNN ENGLISH-122
CHIEF DEVELOPMENT OFFICER$194,675$0$0$0$0$0$0$0$5,702$0$200,377$0$0$0
DENISE WISE
VP OF FINANCE & CONTROLLER$187,769$0$0$0$0$0$0$0$8,050$0$195,819$0$0$0
MARIANNA KNIGHT
VP, HUMAN RESOURCES$188,017$0$0$0$0$0$0$0$746$0$188,763$0$0$0
DENNIS HOCKMAN
ACTING CHIEF MARKETING OFFICER$175,665$0$0$0$0$0$0$0$8,891$0$184,556$0$0$0
SUSAN LATTANZI
VP, IT & REAL ESTATE$173,368$0$0$0$0$0$0$0$6,733$0$180,101$0$0$0
ELIZABETH MERRITT
DEPUTY GENERAL COUNSEL$171,249$0$0$0$0$0$0$0$6,707$0$177,956$0$0$0
ROSS BRADFORD
ASSISTANT CORPORATE SECRETARY$145,710$0$0$0$0$0$0$0$6,606$0$152,316$0$0$0

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution31ContributionCnt
Noncash Contributions Rpt F990$556,428NoncashContributionsRptF990Amt
Method Of Determining RevenuesStock giftsMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp

Historical Artifacts HistoricalArtifactsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution30ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesN/AMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE M, PART I, COLUMN (B):THE TRUST REPORTS THE NUMBER OF ITEMS IN PART I, COLUMN (B).
SCHEDULE M, PART I, LINE 22:IN CONFORMITY WITH THE PRACTICE GENERALLY FOLLOWED BY MUSEUMS, NO VALUE IS ASSIGNED TO THE COLLECTIONS, INCLUDING OBJECTS AND FURNISHINGS, IN THE CONSOLIDATED FINANCIAL STATEMENTS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1:THE 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.
FORM 990, PART III, LINE 4A:HISTORIC 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 2021/2022, THE NATIONAL TRUST OWNED AND MANAGED 9 OF THESE SITES; OWNED 12 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 888,000 VISITORS IN 2021/2022. 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.
FORM 990, PART III, LINE 4B:HISTORIC 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 NATIONAL GRANT PROGRAM, THE BACKING HISTORIC SMALL RESTAURANTS GRANT PROGRAM AND THE NATIONAL FUND FOR SACRED PLACES; 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.
FORM 990, PART III, LINE 4C:HISTORIC 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.FORUM.SAVINGPLACES.ORG (PRESERVATION LEADERSHIP FORUM) OFFER ONLINE CONTENT AND EMAIL COMMUNICATIONS THAT INSPIRE AND EDUCATE THE PUBLIC AND PRESERVATIONISTS AT ALL LEVELS.
FORM 990, PART VI, SECTION A, LINE 1A:THE 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, SECTION A, LINE 2:A FORMER TRUSTEE IS A PRINCIPAL OF A COMPANY WITH WHICH ANOTHER TRUSTEE'S HUSBAND AND STEPSON HAVE A BUSINESS RELATIONSHIP. IN BOTH OF THESE CASES, THE FORMER TRUSTEE IS WITHIN THE ONE-YEAR PERIOD FOLLOWING SERVICE ON THE BOARD COVERED BY THE NATIONAL TRUST'S CONFLICT OF INTEREST POLICY. NEITHER OF THESE INVOLVE TRANSACTIONS WITH THE NATIONAL TRUST.
FORM 990, PART VI, SECTION A, LINE 6:THE NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES IS A MEMBER ORGANIZATION WITH 96,538 MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7A:THE ORGANIZATION'S MEMBERS HAVE THE RIGHT TO ELECT THE MEMBERS OF THE BOARD OF TRUSTEES (OTHER THAN STATUTORY EX-OFFICIO TRUSTEES). ELECTIONS ARE CONDUCTED AT AN ANNUAL MEMBERSHIP MEETING HELD IN CONJUNCTION WITH AN ANNUAL CONFERENCE IN THE FALL.
FORM 990, PART VI, SECTION B, LINE 11A:THE FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTING FIRM BDO USA, LLP 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, LLP BEFORE THE FINAL 990 IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C:THE 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, SECTION B, LINE 15A:THE ORGANIZATION'S COMPENSATION SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION OF THE PRESIDENT AND TOP MANAGEMENT STAFF (INCLUDING OFFICERS AND KEY EMPLOYEES). ALL MEMBERS OF THE COMPENSATION SUBCOMMITTEE ARE INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES. THE ORGANIZATION 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, SECTION C, LINES 18 AND 19:THE 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 XI, LINE 9:DURING THE YEAR ENDED JUNE 30, 2022, CONTRIBUTIONS RECEIVABLE INCREASED BY $996,372 DUE TO A CHANGE IN THE DONOR'S INTENT.

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$988,022$510,371NTCIC
National Trust Investment Management
1155 15th Street NW Suite 300WashingtonDC20005811853785Community InvDE$0$675NTCIC
National Trust Equity LLC
1155 15th Street NW Suite 300WashingtonDC20005818121733Community InvDE$0$2,742,334NTCIC
NT Historic Real Estate Equity Fund LLC
1155 15th Street NW Suite 300WashingtonDC20005811911360Community InvDE$0$2,742,184NTCIC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL MAIN STREET CENTER INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 14TH ST NW SUITE 500AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
EIN461405965EIN
Primary Activitieshist. preservPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Statusline 10PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NTHPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
National Trust Insurance Services LLC
24 Commerce StreetBaltimoreMD21202200590526Insurance AgeMDNTCICUNRELATED$744,367$205,537falseYes (true)0.99000
Cooper-Molera Preservation LLC
1121 White Rock Rd 205El Dorado HillsCA95762814665814Historic SiteCANTHPRELATED$682,797$7,334,598falsefalse0.98000
National Trust Historic Real Estate Debt
1155 15th Street NW Suite 300WASHINGTONDC20005811911756Community InvDENTHPUNRELATED$0$0falseYes (true)0.99999

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 Corp
1155 15TH STREET NW STE 300WASHINGTONDC20005522267085Community InvDENTHPC CORP$6,335,619$20,843,3961.00000Yes (true)
NT SOLAR INC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005471272855Community InvDENTCICC CORP$3,135,728$2,110,2071.00000Yes (true)
Greenrock Corporation
200 Lake RoadTarrytownNY10591131929826MaintenanceNYNTHPC Corp$4,264,631$2,686,8421.00000Yes (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 Ste 300WASHINGTONDC20005273271845Community InvDENTCICC CORP$0$01.00000Yes (true)
NTCIC LIHTC Manager Inc
1155 15th Street NW Ste 300WASHINGTONDC20005274965820Community InvDENTCICC CORP$0$01.00000Yes (true)
NTCIC HTC Invest I Manager Inc
1155 15th Street NW Ste 300WASHINGTONDC20005821167754Community InvDENTCICC CORP$0$01.00000Yes (true)
NTCIC Fund Manager I Inc
1155 15th Street NW Ste 300WASHINGTONDC20005823791474Community InvDENTCICC CORP$0$129,6061.00000Yes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
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 OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (9 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Cooper-Molera Preservation llc
A(i)$62,364BOOK VALUE
National Trust Community Investment Corp
A(iii$380,137BOOK VALUE
Cooper-Molera Preservation LLC
A(iv)$24,000BOOK VALUE
Cooper-Molera Preservation LLC
d$4,517,613BOOK VALUE
National Trust Community Investment Corp
o$84,904BOOK VALUE
National Trust Community Investment Corp
q$398,165BOOK VALUE
Greenrock Corporation
q$152,204BOOK VALUE
National Trust Community Investment Corp
s$1,363,000BOOK VALUE
Greenrock Corporation
s$172,204BOOK VALUE

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PART III, COLUMN (A):FormAndLineReferenceDesc
Explanation(1) NAME: NATIONAL TRUST INSURANCE SERVICES, LLC EIN: 20-0590526 ADDRESS: 24 COMMERCE STREET, BALTIMORE, MD 21202 (2) NAME: COOPER-MOLERA PRESERVATION, LLC EIN: 81-4665814 ADDRESS: 1121 WHITE ROCK RD, #205 EL DORADO HILLS, CA 95762 (3) NAME: NATIONAL TRUST HISTORIC REAL ESTATE DEBT FUND, LLC EIN: 81-1911756 ADDRESS: 1155 15TH STREET NW, SUITE 300 WASHINGTON, DC 20005ExplanationTxt