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NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES (EIN 53-0210807)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-04-30
IRS object ID
202541209349303489
Schema version
2023v6.0
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)
Return2025-04-30T21:02:10+00:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135381590PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18401 GREENSBORO DR STE 800AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP221023599ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN530210807EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDENISE WISEPersonNm
Person TitleVP, FIN & CONTROLLERPersonTitleTxt
Phone2025886000PhoneNum
Signature2025-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTODD TERESCOPreparerPersonNm
PTINP00247720PTIN
Phone7038930600PhoneNum
Preparation2025-05-01PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1CAROL QUILLENBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 14TH STREET NW 500AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$135,117,852GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressSAVINGPLACES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1949FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTHE NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES PROTECTS SIGNIFICANT PLACES REPRESENTING OUR DIVERSE CULTURAL EXPERIENCES BY TAKING DIRECT ACTION AND INSPIRING BROAD PUBLIC SUPPORT.ActivityOrMissionDesc
Voting Members Governing Body26VotingMembersGoverningBodyCnt
Voting Members Independent26VotingMembersIndependentCnt
Total Employee349TotalEmployeeCnt
Total Volunteers607TotalVolunteersCnt
Total Gross UBI$1,721,933TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$63,104,275PYContributionsGrantsAmt
CY Contributions Grants$74,357,526CYContributionsGrantsAmt
PY Program Service Revenue$3,921,341PYProgramServiceRevenueAmt
CY Program Service Revenue$4,573,253CYProgramServiceRevenueAmt
PY Investment Income$9,819,898PYInvestmentIncomeAmt
CY Investment Income$16,694,200CYInvestmentIncomeAmt
PY Other Revenue$6,794,494PYOtherRevenueAmt
CY Other Revenue$8,491,214CYOtherRevenueAmt
PY Total Revenue$83,640,008PYTotalRevenueAmt
CY Total Revenue$104,116,193CYTotalRevenueAmt
PY Grants And Similar Paid$13,395,063PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$16,622,359CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$21,484,579PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$24,252,654CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$470,326PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$501,590CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$6,813,139CYTotalFundraisingExpenseAmt
PY Other Expenses$25,609,707PYOtherExpensesAmt
CY Other Expenses$31,151,228CYOtherExpensesAmt
PY Total Expenses$60,959,675PYTotalExpensesAmt
CY Total Expenses$72,527,831CYTotalExpensesAmt
PY Revenues Less Expenses$22,680,333PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$31,588,362CYRevenuesLessExpensesAmt
Total Assets BOY$482,874,449TotalAssetsBOYAmt
Total Assets EOY$527,249,788TotalAssetsEOYAmt
Total Liabilities BOY$56,965,018TotalLiabilitiesBOYAmt
Total Liabilities EOY$55,213,739TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$425,909,431NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$472,036,049NetAssetsOrFundBalancesEOYAmt
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$27,422,572ExpenseAmt
Grant$16,048,424GrantAmt
Revenue$477,006RevenueAmt
DescHISTORIC PRESERVATION & CONSERVATION: PRESERVATION SERVICES INCLUDES: 1) WORK TO SAVE THREATENED HISTORIC PLACES ACROSS THE COUNTRY; 2) RESEARCH, INFORMATION AND TECHNICAL ASSISTANCE TO MEMBERS, PRIVATE AND PUBLIC ORGANIZATIONS, AND GOVERNMENT BODIES WITH RESPECT TO CONTEMPORARY PRESERVATION ISSUES AND REHABILITATION PROJECTS RELATED TO IMPORTANT HISTORIC BUILDINGS, LANDSCAPES, AND LANDMARKS; 3) FINANCIAL ASSISTANCE/GRANTS AND TECHNICAL SUPPORT THROUGH PROGRAMS INCLUDING THE AFRICAN AMERICAN CULTURAL HERITAGE ACTION FUND, THE BACKING HISTORIC SMALL RESTAURANTS, AND THE NATIONAL FUND FOR SACRED PLACES GRANT PROGRAMS; THESE PROGRAMS SUPPORT THE PRESERVATION OF HISTORIC BUILDINGS, LANDSCAPES, AND COLLECTIONS; PUBLIC INTERPRETATION OF HISTORIC PLACES; CAPACITY-BUILDING; PRESERVATION EDUCATION PROGRAMS, CONFERENCES, AND RETENTION OF PROFESSIONAL CONSULTANTS; 4) PARTNERSHIPS WITH STATE AND LOCAL PRIVATE NONPROFIT PRESERVATION GROUPS TO DEVELOP RESOURCES TO PROMOTE PRESERVATION AS A SOLUTION TO IMPORTANT NATIONAL ISSUES, SUPPORT THE FINANCIAL SUSTAINABILITY OF SIGNIFICANT HISTORIC SITES, AND ADVANCE BEST PRACTICES IN PRESERVATION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$23,414,779ExpenseAmt
Grant$415,961GrantAmt
Revenue$4,469,352RevenueAmt
DescHISTORIC SITES - THE NATIONAL TRUST AND ITS PARTNERS ARE THE STEWARDS OF 27 NATIONAL TRUST HISTORIC SITES WHICH ARE OPEN TO THE PUBLIC. THEY ARE A NATIONALLY SIGNIFICANT COLLECTION OF HISTORIC PLACES THAT INCLUDE A WIDE VARIETY OF ARCHITECTURAL STYLES, STRUCTURES, LANDSCAPES, AND OBJECT COLLECTIONS THAT BRING DIVERSE STORIES OF AMERICAN HISTORY TO LIFE. IN 2023/2024, THE NATIONAL TRUST OWNED AND MANAGED 10 OF THESE SITES; OWNED 11 SITES (ONE THROUGH A LONG-TERM LEASE) THAT ARE MANAGED BY INDEPENDENT LOCAL ORGANIZATIONS; AND PROVIDED LIMITED SUPPORT TO SIX OTHER SITES THAT ARE OWNED AND MANAGED BY OTHER ENTITIES. THESE HISTORIC SITES WELCOMED OVER 1,090,000 VISITORS IN 2023/2024. THE HISTORY, STORIES, PEOPLE, COLLECTIONS, ARCHITECTURE, AND LANDSCAPES OF THESE SITES ARE INTERPRETED TO ON-SITE VISITORS, AND THROUGH DIGITAL PROGRAMS, SOCIAL MEDIA, WEBSITES, AND WRITTEN COMMUNICATION TO MILLIONS MORE. THE SITES SERVE THEIR COMMUNITIES BY PROVIDING EDUCATIONAL PROGRAMS, EVENTS, AND UNIQUE GATHERING PLACES FOR COMMUNITY RESIDENTS. THE NATIONAL TRUST AND ITS PARTNER ORGANIZATIONS MAINTAIN THE SITES AS GOOD MODELS FOR HISTORIC PRESERVATION, COLLECTIONS MANAGEMENT, INTERPRETATION, AND COMPREHENSIVE STEWARDSHIP.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$7,104,187ExpenseAmt
Grant$157,974GrantAmt
Revenue$567,058RevenueAmt
DescHISTORIC PRESERVATION & CONSERVATION: EDUCATION - COMMUNICATES THE IMPORTANCE OF HISTORIC PRESERVATION, THREATS TO HISTORIC PLACES, AND ACHIEVEMENTS IN SAVING HISTORIC PLACES TO MEMBERS AND THE PUBLIC. PRODUCES AN ANNUAL CONFERENCE, WEBINARS, AND IN-PERSON TRAININGS, QUARTERLY MAGAZINE, PROFESSIONAL JOURNAL, AUDIENCE NEWSLETTERS, AND WEBSITES TO HIGHLIGHT IMPORTANT PRESERVATION ISSUES, COMMUNICATE PRESERVATION SUCCESSES, AND STIMULATE NEW INTEREST IN HISTORIC PRESERVATION. TO INSPIRE ACTION BY THE PUBLIC, STAGES MEDIA CAMPAIGNS SUCH AS THE 11 MOST ENDANGERED HISTORIC PLACES LIST. PROVIDES INFORMATION ABOUT THE LEGAL AND POLICY ASPECTS OF HISTORIC PRESERVATION. HISTORIC PRESERVATION & CONSERVATION: MEMBERSHIP OUTREACH - EDUCATE THE GENERAL PUBLIC ON THE IMPORTANCE OF AND TECHNIQUES FOR PRESERVING THE NATION'S ARCHITECTURAL AND CULTURAL HERITAGE. HISTORIC PRESERVATION AND CONSERVATION: PUBLICATIONS INCLUDE: 1) "PRESERVATION," THE QUARTERLY MAGAZINE CHRONICLING INDIVIDUALS AND PROGRAMS WORKING TO SAVE HISTORIC PLACES; 2) "FORUM JOURNAL," A SCHOLARLY JOURNAL SERVING A NETWORK OF PRESERVATION PROFESSIONALS, STUDENTS AND VOLUNTEERS; 3) WWW.SAVINGPLACES.ORG AND WWW.SAVINGPLACES.ORG/PRESERVATION-LEADERSHIP-FORUM (PRESERVATION LEADERSHIP FORUM) OFFER ONLINE CONTENT AND EMAIL COMMUNICATIONS THAT INSPIRE AND EDUCATE THE PUBLIC AND PRESERVATIONISTS AT ALL LEVELS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$57,941,538TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
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 Document566IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee349EmployeeCnt
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 Members26GoverningBodyVotingMembersCnt
Independent Voting Member26IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
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

Business Name BusinessName

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ELIZABETH KIRKLAND CAHILL
VICE CHAIR AND GENERAL TRUSTEE2.00.0Yes (X)Yes (X)$0$0$0
JAY C CLEMENS
INTERIM PRESIDENT & CEO (THRU 01/24)/TRUSTEE40.00.0Yes (X)Yes (X)$51,284$0$600
MARTHA NELSON
CHAIR AND GENERAL TRUSTEE2.00.0Yes (X)Yes (X)$0$0$0
PHOEBE TUDOR
VICE CHAIR AND GENERAL TRUSTEE2.00.0Yes (X)Yes (X)$0$0$0
ALISON K HOAGLAND
TRUSTEE2.00.0Yes (X)$0$0$0
CH RANDOLPH LYON
TRUSTEE2.00.0Yes (X)$0$0$0
CHARLES F SAMS III
EX OFFICIO TRUSTEE2.00.0Yes (X)$0$0$0
CHRISTINA LEE BROWN
TRUSTEE2.00.0Yes (X)$0$0$0
COSBY HUNT
EX OFFICIO TRUSTEE2.00.0Yes (X)$0$0$0
DAMIEN DWIN
TRUSTEE2.00.0Yes (X)$0$0$0
DANIELLE DEL SOL
EX OFFICIO TRUSTEE2.00.0Yes (X)$0$0$0
DAVID SCOTT PARKER
TRUSTEE2.00.0Yes (X)$0$0$0
EDWARD I TORREZ
EX OFFICIO TRUSTEE2.00.0Yes (X)$0$0$0
G JACKSON TANKERSLEY JR
EX OFFICIO TRUSTEE2.00.0Yes (X)$0$0$0
JENNIFER SKYLER
TRUSTEE2.00.0Yes (X)$0$0$0
JOSEPH E QUINATA
EX OFFICIO TRUSTEE2.00.0Yes (X)$0$0$0
KAYWIN FELDMAN
EX OFFICIO TRUSTEE2.00.0Yes (X)$0$0$0
KJI KELLY
EX OFFICIO TRUSTEE2.00.0Yes (X)$0$0$0
PETER KIES
TRUSTEE2.00.0Yes (X)$0$0$0
ROBERT JOSEPH VILA
TRUSTEE2.00.0Yes (X)$0$0$0
SAM DIXON
TRUSTEE2.00.0Yes (X)$0$0$0
SAMANTHA KLEIN FRANK
EX OFFICIO TRUSTEE2.00.0Yes (X)$0$0$0
SHELLEY I HOON KEITH
TRUSTEE2.00.0Yes (X)$0$0$0
TONY GELDERMAN
TRUSTEE2.00.0Yes (X)$0$0$0
TRACY FRIST
TRUSTEE2.00.0Yes (X)$0$0$0
WILLIAM BATES
TRUSTEE2.00.0Yes (X)$0$0$0
CAROL QUILLEN
PRESIDENT & CEO (AS OF 01/24)40.00.0Yes (X)$0$0$0
DENISE WISE
VP OF FINANCE & CONTROLLER / INT. CFO (AS OF 05/24)40.00.0Yes (X)$203,051$0$25,508
LAURA BRACIS
CHIEF FINANCIAL OFFICER (THRU 11/23)40.00.0Yes (X)$254,294$0$21,339
PATRICIA WOODWORTH
INTERIM CHIEF FINANCIAL OFFICER (THRU 05/24)40.00.0Yes (X)$29,110$0$0
ROSS M BRADFORD
ASSISTANT CORPORATE SECRETARY40.00.0Yes (X)$174,960$0$19,536
THOMPSON M MAYES
CHIEF LEGAL OFCR & SECRETARY40.00.0Yes (X)$260,480$0$29,750
ANN MCELWAIN
CHIEF DEVELOPMENT OFFICER40.00.0$319,291$0$24,881Yes (X)
KATHERINE MALONE-FRANCE
CHIEF PRESERVATION OFFICER (THRU 08/23)40.00.0$243,151$0$22,131Yes (X)
MATTHEW MONTGOMERY
CHIEF MARKETING OFFICER (THRU 04/24)40.00.0$261,324$0$23,291Yes (X)
TABITHA ALMQUIST
CHIEF ADMINISTRATIVE OFFICER40.00.0$253,658$0$12,636Yes (X)
DEMOND LEGGS
EXEC DIR, AACHAF & SR VP, NTHP40.00.0$229,135$0$22,525Yes (X)
HILARY BAAR
VP, ANNUAL GIVING (THRU 04/24)40.00.0$189,835$0$20,574Yes (X)
MARIANNA KNIGHT
VP, HUMAN RESOURCES (THRU 02/24)40.00.0$205,700$0$10,711Yes (X)
OMAR EATON-MARTINEZ
SR VP, HISTORIC SITES40.00.0$187,820$0$25,129Yes (X)
SUSAN LATTANZI
VP OF INFORMATION TECHNOLOGY & REAL ESTATE40.00.0$188,939$0$21,079Yes (X)
PAUL EDMONDSON
FORMER PRESIDENT & CEO (THRU 3/23)0.00.0$411,285$0$15,455Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,463,317TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$295,145TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K70IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DATAPRISE INC
PO BOX 22645NEW YORKNY10087IT SERVICES$399,176
BDO USA LLP
8401 GREENSBORO DRIVE SUITE 800MCLEANVA22102AUDIT & TAX SERVICES$350,396
HUNTON ANDREWS KURTH LLP
2200 PENNSYLVANIA AVENUE NWWASHINGTONDC20037LEGAL FEES-PROFESSIONAL SVCS$343,956
EIDOLON COMMUNICATIONS INC
247 MUNICIPAL ROADERWINNAPA18920FUNDRAISING SERVICES$334,675
INTERACTIVE STRATEGIES
1133 CONNECTICUT AVENUE NW SUITE 60WASHINGTONDC20036DIGITAL MARKETING$269,227
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K13CntrctRcvdGreaterThan100KCnt
Federated Campaigns$14,750FederatedCampaignsAmt
Fundraising$619,368FundraisingAmt
Government Grants$2,186,048GovernmentGrantsAmt
All Other Contributions$71,537,360AllOtherContributionsAmt
Noncash Contributions$271,592NoncashContributionsAmt
Total Contributions$74,357,526TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
ADMISSION AND SPECIAL EVENTS900099$3,472,122$2,969,607$502,515
REIMBURSEMENT OF EXPENSES900099$461,222$461,222
CONTRACT SERVICES/COMMISSIONS900099$398,170$398,170
ADVERTISING541800$241,739$241,739

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$4,573,253TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,297,318TotalRevenueColumnAmt
Unrelated Business Revenue$253,286UnrelatedBusinessRevenueAmt
Exclusion$5,044,032ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,126,092TotalRevenueColumnAmt
Unrelated Business Revenue$414,039UnrelatedBusinessRevenueAmt
Exclusion$712,053ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$3,547,292RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,943,006RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,604,286RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,604,286TotalRevenueColumnAmt
Exclusion$1,604,286ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$39,660,517SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$28,263,635SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$11,396,882SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,396,882TotalRevenueColumnAmt
Exclusion$11,396,882ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$591,084FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$619,368ContriRptFundraisingEventAmt
Fundraising Direct Expenses$431,736FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$159,348TotalRevenueColumnAmt
Exclusion$159,348ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$730,496GrossSalesOfInventoryAmt
Cost Of Goods Sold$363,282CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$367,214TotalRevenueColumnAmt
Unrelated Business Revenue$310,354UnrelatedBusinessRevenueAmt
Exclusion$56,860ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
EQUITY INTEREST IN SUBSIDIARIES900099$3,716,809$3,716,809
EARNINGS ALLOCATED TO ENDOWMENTS HELD FO900099$1,145,196$1,145,196
INSURANCE LOSS REPAYMENTS900099$341,751$341,751

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,518TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$30,518ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,234,274OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$104,116,193TotalRevenueColumnAmt
Related Or Exempt Func Income$3,828,999RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,721,933UnrelatedBusinessRevenueAmt
Exclusion$24,207,735ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$16,362,359TotalAmt
Program Services$16,362,359ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$260,000TotalAmt
Program Services$260,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,214,971TotalAmt
Program Services$898,445ProgramServicesAmt
Management And General$779,289ManagementAndGeneralAmt
Fundraising$537,237FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$17,821,211TotalAmt
Program Services$12,153,165ProgramServicesAmt
Management And General$2,507,071ManagementAndGeneralAmt
Fundraising$3,160,975FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$726,764TotalAmt
Program Services$529,008ProgramServicesAmt
Management And General$114,186ManagementAndGeneralAmt
Fundraising$83,570FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,005,414TotalAmt
Program Services$1,408,790ProgramServicesAmt
Management And General$344,557ManagementAndGeneralAmt
Fundraising$252,067FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,484,294TotalAmt
Program Services$1,029,941ProgramServicesAmt
Management And General$262,634ManagementAndGeneralAmt
Fundraising$191,719FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$369,219TotalAmt
Program Services$25,858ProgramServicesAmt
Management And General$343,361ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$235,695TotalAmt
Program Services$2,100ProgramServicesAmt
Management And General$233,595ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$39,000TotalAmt
Program Services$39,000ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$501,590TotalAmt
Fundraising$501,590FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$823,437TotalAmt
Program Services$716,421ProgramServicesAmt
Management And General$107,016ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,505,719TotalAmt
Program Services$2,625,280ProgramServicesAmt
Management And General$1,481,435ManagementAndGeneralAmt
Fundraising$399,004FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$494,531TotalAmt
Program Services$230,981ProgramServicesAmt
Management And General$252,074ManagementAndGeneralAmt
Fundraising$11,476FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,453,149TotalAmt
Program Services$1,139,489ProgramServicesAmt
Management And General$179,153ManagementAndGeneralAmt
Fundraising$134,507FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,729,652TotalAmt
Program Services$2,140,703ProgramServicesAmt
Management And General$259,238ManagementAndGeneralAmt
Fundraising$329,711FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,105,574TotalAmt
Program Services$793,447ProgramServicesAmt
Management And General$134,652ManagementAndGeneralAmt
Fundraising$177,475FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$427,246TotalAmt
Program Services$427,246ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$151,095TotalAmt
Program Services$48,924ProgramServicesAmt
Management And General$102,171ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$789,542TotalAmt
Program Services$619,879ProgramServicesAmt
Management And General$101,231ManagementAndGeneralAmt
Fundraising$68,432FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,207,560TotalAmt
Program Services$983,141ProgramServicesAmt
Management And General$224,419ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROPERTY DEVELOPMENT$5,143,606$5,143,606
REAL ESTATE$4,999,166$4,999,166
POSTAGE$1,558,727$1,280,167$5,016$273,544
PRINTING$1,885,676$1,630,830$1,313$253,533

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,232,634TotalAmt
Program Services$2,453,592ProgramServicesAmt
Management And General$340,743ManagementAndGeneralAmt
Fundraising$438,299FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$72,527,831TotalAmt
Program Services$57,941,538ProgramServicesAmt
Management And General$7,773,154ManagementAndGeneralAmt
Fundraising$6,813,139FundraisingAmt
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$6,933,556BOYAmt
EOY$8,233,442EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$16,363,668BOYAmt
EOY$56,601,613EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,615,135BOYAmt
EOY$3,436,186EOYAmt

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$374,197BOYAmt
EOY$243,735EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$553,813BOYAmt
EOY$620,611EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$555,260BOYAmt
EOY$667,734EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$14,912,971LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,149,645LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,230,029BOYAmt
EOY$5,763,326EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$99,169,516BOYAmt
EOY$119,453,307EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$334,197,752BOYAmt
EOY$323,219,660EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$8,881,523BOYAmt
EOY$9,010,174EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$482,874,449BOYAmt
EOY$527,249,788EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,920,352BOYAmt
EOY$4,117,943EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$10,895,536BOYAmt
EOY$12,598,528EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,577,242BOYAmt
EOY$4,315,005EOYAmt

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$1,227,045BOYAmt
EOY$1,264,485EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$2,500,000BOYAmt
EOY$1,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$32,844,843BOYAmt
EOY$31,917,778EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$56,965,018BOYAmt
EOY$55,213,739EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$116,342,446BOYAmt
EOY$113,096,512EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$309,566,985BOYAmt
EOY$358,939,537EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

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

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

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

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$425,909,431BOYAmt
EOY$472,036,049EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$482,874,449BOYAmt
EOY$527,249,788EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$31,588,362ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$14,538,256NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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$54,853,482CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,766,893CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$63,345,381CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$63,104,275CurrentTaxYearMinus1YearAmt
Current Tax Year$74,357,526CurrentTaxYearAmt
Total$301,427,557TotalAmt

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$54,853,482CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,766,893CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$63,345,381CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$63,104,275CurrentTaxYearMinus1YearAmt
Current Tax Year$74,357,526CurrentTaxYearAmt
Total$301,427,557TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$128,833,685SubstantialContributorsTotAmt
Public Support Total170$172,593,872PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,286,916CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,611,236CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,179,872CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,055,798CurrentTaxYearMinus1YearAmt
Current Tax Year$10,618,091CurrentTaxYearAmt
Total$32,751,913TotalAmt

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$410,818CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$101,272CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$158,328CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$149,981CurrentTaxYearMinus1YearAmt
Current Tax Year$372,269CurrentTaxYearAmt
Total$1,192,668TotalAmt
FieldValueIRS element (for citing)
Total Support$335,372,138TotalSupportAmt
Gross Receipts Rltd Activities$21,809,504GrossReceiptsRltdActivitiesAmt
Public Support CY1700.5146PublicSupportCY170Pct
Public Support PY1700.6144PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - INSURANCE LOSS REPAYMENTS, COLUMN A - 239342.0, COLUMN B - 77385.0, COLUMN C - 131723.0, COLUMN D - 24302.0, COLUMN E - 341751.0, COLUMN F - 814503.0; DESCRIPTION - SALE OF PROPERTY, COLUMN A - 160684.0, COLUMN B - 14000.0, COLUMN C - 0.0, COLUMN D - 40986.0, COLUMN E - 0.0, COLUMN F - 215670.0; DESCRIPTION - OTHER MISCELLANEOUS INCOME, COLUMN A - 10792.0, COLUMN B - 9887.0, COLUMN C - 26605.0, COLUMN D - 84693.0, COLUMN E - 30518.0, COLUMN F - 162495.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$18,834FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$134,397FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$153,231FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$72,374,600FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$72,527,831FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

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

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

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

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

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

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

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

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$254,759CurrentYearMinus3Amt
Current Year Minus2$248,251CurrentYearMinus2Amt
Current Year Minus1$250,077CurrentYearMinus1Amt
Current Year$153,231CurrentYearAmt
Total$906,318TotalAmt

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$38,729CurrentYearMinus3Amt
Current Year Minus2$58,239CurrentYearMinus2Amt
Current Year Minus1$88,763CurrentYearMinus1Amt
Current Year$18,834CurrentYearAmt
Total$204,565TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held6DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held1FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$51,500DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$0FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$394,609DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$2,577FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$8,379,907DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$196,739FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Historic Land AreaYes (X)HistoricLandAreaInd
Historic StructureYes (X)HistoricStructureInd
Total Easements131TotalEasementsCnt
Total Acreage953.0TotalAcreageCnt
Historic Structure Easements110HistoricStructureEasementsCnt
Historic Strctr Easements Aftr5HistoricStrctrEasementsAftrCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held27StatesEasementsHeldCnt
Written Policy MonitoringYes (true)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement3938.0StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$277,168ExpensesIncurredEnforcementAmt
Section170h Rqr StsfdYes (true)Section170hRqrStsfdInd
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SaleYes (true)SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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
FieldValueIRS element (for citing)
Board Designated Balance EOY0.31BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.55PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.14TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,884,238OtherCostOrOtherBasisAmt
Depreciation$2,678,986DepreciationAmt
Book Value$4,205,252BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,272,311OtherCostOrOtherBasisAmt
Depreciation$2,308,678DepreciationAmt
Book Value$963,633BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,756,422OtherCostOrOtherBasisAmt
Depreciation$4,161,981DepreciationAmt
Book Value$594,441BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,763,326TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INVESTMENT IN SUBSIDIARIES$17,571,977C
OTHER NON-PUBLIC INVESTMENTS$305,647,683F
FieldValueIRS element (for citing)
Total Book Value Securities$323,219,660TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
LEASE LIABILITY$11,193,278
MONTPELIER FOUNDATION ENDOWMENT$9,552,495
ENDOW. FOR CONGRESSIONAL CEMETERY$5,774,066
OTHERS-BELLE GROVE ENDOWMENT$2,452,634
GIFT ANNUITIES$1,690,670
OTHER LIABILITIES$1,254,635
FieldValueIRS element (for citing)
Total Liability$31,917,778TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$120,239,377TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$14,538,257NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$1,613,347DonatedServicesAndUseFcltsAmt
Other Revenue$795,017OtherRevenueAmt
Revenue Not Reported$16,946,621RevenueNotReportedAmt
Revenue Subtotal$103,292,756RevenueSubtotalAmt
Investment Expenses Not Incld$823,437InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$823,437RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$104,116,193TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$74,112,758TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$1,613,347DonatedServicesUseFcltsAmt
Other Expenses Included$795,017OtherExpensesIncludedAmt
Expenses Not Reported$2,408,364ExpensesNotReportedAmt
Expenses Subtotal$71,704,394ExpensesSubtotalAmt
Investment Expenses Not Incld2$823,437InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$823,437ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$72,527,831TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part II, Line 4NUMBER OF STATES WHERE PROPERTIES SUBJECT TO CONSERVATION EASEMENTS ARE LOCATED WAS 26 PLUS THE DISTRICT OF COLUMBIA FOR A TOTAL OF 27.
Schedule D, Part II, Line 5 Conservation easements policyTHE NATIONAL TRUST'S BOARD-ESTABLISHED EASEMENT POLICY SETS OUT GENERAL STANDARDS FOR ACQUISITION, INSPECTION, AND ENFORCEMENT. THESE POLICIES ARE REFLECTED IN EASEMENT DEEDS, AUTHORIZING INSPECTION RIGHTS AND FULL ENFORCEMENT POWERS. THE NATIONAL TRUST ALSO HAS STANDARD OPERATING PROCEDURES TO PROVIDE GUIDANCE TO THE ORGANIZATION'S STAFF ON THE PROCEDURES FOR ADMINISTERING ITS EASEMENT PROGRAM. THE NATIONAL TRUST PHYSICALLY INSPECTS ITS EASEMENTS ON A REGULAR BASIS. IN ADDITION TO PHYSICAL MONITORING, THE NATIONAL TRUST ALSO MONITORS PROPERTIES THROUGH THE PROVISION OF TECHNICAL ADVICE TO PROPERTY OWNERS RELATED TO THE CARE AND MAINTENANCE OF THEIR PROPERTY. ALSO, THE NATIONAL TRUST, USING THE SECRETARY OF THE INTERIOR'S STANDARDS FOR THE TREATMENT OF HISTORIC PROPERTIES, REVIEWS THE EXISTING CONDITION OF A PROPERTY WHENEVER IT RECEIVES A REQUEST TO MAKE A CHANGE OR ALTERATION FROM A PROPERTY OWNER. THE NATIONAL TRUST ENFORCES RESTRICTIONS IN EASEMENTS, INCLUDING THROUGH LEGAL ACTION WHEN NECESSARY.
Schedule D, Part II, Line 9 Conservation easements financial reportingEXPENSES RELATING TO THE ADMINISTRATION OF THE NATIONAL TRUST'S EASEMENT PROGRAM ARE INCLUDED AS PROGRAM-RELATED EXPENSES ON THE STATEMENT OF FUNCTIONAL EXPENSES. THE VALUE OF EASEMENTS IS NOT INCLUDED ON THE STATEMENT OF FINANCIAL POSITION.
Schedule D, Part III, Line 1a Collections of art - financial statement footnoteTHE TRUST'S MUSEUM COLLECTION INCLUDES HISTORIC SITES, STRUCTURES, LANDSCAPES, AND OBJECTS THAT ARE AVAILABLE TO THE PUBLIC OR HELD FOR THAT PURPOSE. IT ACQUIRES ITS COLLECTION BY PURCHASE OR BY DONATION. THE TRUST'S COLLECTIONS MANAGEMENT POLICY INCLUDES GUIDANCE ON THE DOCUMENTATION, PRESERVATION, CARE, AND MANAGEMENT OF THE COLLECTIONS AND PROCEDURES RELATED TO THE ACCESSION AND DEACCESSION OF COLLECTION ITEMS. IN CONFORMITY WITH THE PRACTICE GENERALLY FOLLOWED BY MUSEUMS, NO VALUE IS ASSIGNED TO THE COLLECTIONS IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. THE HISTORIC SITES, INCLUDING OBJECTS AND FURNISHINGS, OWNED BY THE TRUST WITH THE INTENT OF RETENTION ARE NOT REPORTED IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECOGNIZED AS REDUCTIONS IN UNRESTRICTED NET ASSETS IN THE PERIOD OF ACQUISITION. PER THE TRUST'S COLLECTIONS MANAGEMENT POLICY AND FOLLOWING PROFESSIONAL STANDARDS AND GUIDELINES, PROCEEDS FROM DEACCESSIONS OF COLLECTION ITEMS ARE DESIGNATED FOR THE REPLENISHMENT OR CARE OF OTHER OBJECTS WITHIN THE MUSEUM COLLECTION AND THE PRESERVATION OF HISTORIC STRUCTURES OR HISTORIC LANDSCAPE FEATURES THAT ARE PART OF THE HISTORIC STRUCTURES AND LANDSCAPES COLLECTION. EXPENDITURES FOR RESTORATION, STABILIZATION, RECONSTRUCTION, AND DEVELOPMENT ARE CHARGED TO EXPENSE AS INCURRED.
Schedule D, Part III, Line 4 Collections of art - description of collectionsTHE NATIONAL TRUST OWNS CERTAIN HISTORIC SITES THAT ARE OPERATED AS MUSEUMS OR ARE OTHERWISE INTEGRAL TO THE TRUST'S CHARITABLE AND EDUCATIONAL PRESERVATION PROGRAM. THESE HISTORIC SITES, MOST OF WHICH CONTAIN SIGNIFICANT COLLECTIONS OF FURNISHINGS, ARE REGULARLY OPEN TO THE PUBLIC.
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE NATIONAL TRUST'S ENDOWMENT FUNDS ARE USED TO SUPPORT THE COSTS OF MAINTAINING ITS HISTORIC SITES, FOR GRANTS TO PRESERVATION ORGANIZATIONS AND SIMILAR PURPOSES, AND TO SUPPORT NATIONAL TRUST'S CHARITABLE AND EDUCATIONAL PROGRAMS AND ACTIVITIES.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTHE TRUST ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES (ASC 740), WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TRUST DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS. THE TRUST IS STILL OPEN TO EXAMINATION BY TAXING AUTHORITIES FROM FISCAL YEAR ENDED JUNE 30, 2021 FORWARD. THE NATIONAL TRUST IS A SECTION 501(C)(3) ORGANIZATION EXEMPT FROM INCOME TAX AS PROVIDED UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS TAXABLE INCOME IS SUBJECT TO INCOME TAX.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990COST OF GOODS SOLD - 363281 SPECIAL EVENT EXPENSE - 431736
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990COST OF GOODS SOLD - 363281 FUNDRAISING EXPENSE - 431736

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Investments$128,133,376
Europe (Including Iceland and Greenland)00Investments$472,007
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$128,605,383SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$128,605,383TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
INTERACTIVE STRATEGIES
1133 CONNECTICUT AVE STE 600WASHINGTONDC20036ONLINE FUNDRAISINGfalse$0$285,590-$285,590
EIDOLON COMMUNICATIONS INC
247 Municipal RoadErwinnaPA18920DIRECT MARKETINGfalse$0$216,000-$216,000
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$501,590TotalRetainedByContractorsAmt
Total Net To Organization-$501,590TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GLASS HOUSEEvent1Nm
Gross Receipts Event1$917,666GrossReceiptsEvent1Amt
Charitable Contri Event1$415,420CharitableContriEvent1Amt
Gross Revenue Event1$502,246GrossRevenueEvent1Amt
Other Direct Expenses Event1$212,330OtherDirectExpensesEvent1Amt
Event2Wilson HouseEvent2Nm
Gross Receipts Event2$82,625GrossReceiptsEvent2Amt
Charitable Contri Event2$68,750CharitableContriEvent2Amt
Gross Revenue Event2$13,875GrossRevenueEvent2Amt
Other Direct Expenses Event2$70,453OtherDirectExpensesEvent2Amt
Other Events Total4OtherEventsTotalCnt
Gross Receipts Other Events$210,161GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$135,198CharitableContriOtherEventsAmt
Gross Revenue Other Events$74,963GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$148,953OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,210,452GrossReceiptsTotalAmt
Charitable Contributions Tot$619,368CharitableContributionsTotAmt
Gross Revenue Total Events$591,084GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$431,736OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$431,736DirectExpenseSummaryEventsAmt
Net Income Summary$159,348NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (279 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ASSN FOR THE PRESERV OF THE CONG
1801 E ST SEWASHINGTONDC20003521071828501(C)(3)$605,222HISTORIC PRESERVATION
ST JAMES AME CHURCH
419 S 8TH STREETMAYFIELDKY42066621421651501(C)(3)$320,500HISTORIC PRESERVATION
FRIENDS OF COLTRANE HOME
81H E JEFRYN BLVDDEER PARKNY11729270140878501(C)(3)$276,138HISTORIC PRESERVATION
ALABAMA AFRICAN AMERICAN CIVIL RIGHTS HERITAGE SITES CONSORTIUM
209 20TH STREET N 148BIRMINGHAMAL35203851105113501(C)(3)$250,000HISTORIC PRESERVATION
HIGHLAND GREEN FNDN - FIRST PRES CHURCH OF STAMFORD
1101 BEDFORD STREETSTAMFORDCT06905274830140501(C)(3)$250,000HISTORIC PRESERVATION
VANCOUVER AVENUE FIRST BAPTIST CHURCH
3138 N VANCOUVER AVEPORTLANDOR97227931319890501(C)(3)$225,000HISTORIC PRESERVATION
BIG BETHEL AFRICAN METHODIST EPISCOPAL CHURCH
220 AUBURN AVE NEATLANTAGA30303581035682501(C)(3)$200,000HISTORIC PRESERVATION
CALVARY BAPTIST CHURCH OF MN
2608 BLAISDELL AVEMINNEAPOLISMN55408410843071501(C)(3)$200,000HISTORIC PRESERVATION
CENTRAL UNITED METHODIST CHURCH
500 N FARISH STREETJACKSONMS39202640647770501(C)(3)$200,000HISTORIC PRESERVATION
FIRST PRESBYTERIAN CHURCH OF PITTSBURGH
320 SIXTH AVEBUEPITTSBURGHPA15222250965356501(C)(3)$200,000HISTORIC PRESERVATION
FRIENDS OF THE TOWN CLOCK CHURCH
312 E MAIN STREETNEW ALBANYIN47150813374310501(C)(3)$200,000HISTORIC PRESERVATION
HISTORIC ST JAMES AFRICAN METHODIST EPISCOPAL CHURCH
222 N ROMAN STREETNEW ORLEANSLA70112721296453501(C)(3)$200,000HISTORIC PRESERVATION
ST AUGUSTHOLIC CATHOLIC CHURCH
1210 GOVERNOR NICHOLLS STNEW ORLEANSLA70116570266026501(C)(3)$200,000HISTORIC PRESERVATION
UNION BETHEL AME CHURCH
916 5TH AVENUE SGREAT FALLSMT59405810468834501(C)(3)$200,000HISTORIC PRESERVATION
UNION UNITED METHODIST CHURCH
485 COLUMBUS AVEBOSTONMA02118043051624501(C)(3)$200,000HISTORIC PRESERVATION
ANTIOCH MISSIONARY BAPTIST CHURCH
500 CLAY STREETHOUSTONTX77002741305179501(C)(3)$180,000HISTORIC PRESERVATION
WASHINGTON CHAPEL CME
6331 N KLAMM RDKANSAS CITYMO64151431577980501(C)(3)$160,000HISTORIC PRESERVATION
DILLARD UNIVERSITY
2601 GENTILLY BLVDNEW ORLEANSLA701223043720408929501(C)(3)$155,000HISTORIC PRESERVATION
FIRST MISSIONARY BAPTIST CHURCH
110 W CALHOUN STREETTHOMASVILLEGA31792463397548501(C)(3)$155,000HISTORIC PRESERVATION
MORRIS COLLEGE
100 W COLLEGE STREETSUMTERSC29150576000734501(C)(3)$155,000HISTORIC PRESERVATION
CITY OF SAN MARCOS
630 E HOPKINS STREETSAN MARCOSTX78666746002238GOVERNMENT$155,000HISTORIC PRESERVATION
HISTORIC TABERNACLE BAPTIST CURCH
1431 BROAD STREETSELMAAL367014314825492969501(C)(3)$150,000HISTORIC PRESERVATION
BEULAH M B CHURCH
710 B STREETNATCHEZMS39120640690096501(C)(3)$150,000HISTORIC PRESERVATION
CAMPBELL AME CHURCH
2502 STANTON RD SEWASHINGTONDC20020521399363501(C)(3)$150,000HISTORIC PRESERVATION
FIRST BAPTIST CHURCH W ASSOC
1801 OAKLAWN AVECHARLOTTENC28216900080769501(C)(3)$150,000HISTORIC PRESERVATION
HOUSE OF GOD CHURCH
2005 HEIMAN STREETNASHVILLETN37208620727438501(C)(3)$150,000HISTORIC PRESERVATION
SECOND BAPTIST CHURCH DETROIT
441 MONROE STREETDETROITMI48226381366956501(C)(3)$150,000HISTORIC PRESERVATION
SHILOH BAPIST CHURCH
5500 SCOVILL AVECLEVELANDOH44104340847056501(C)(3)$150,000HISTORIC PRESERVATION
ZION BAPTIST CHURCH
3600 N BROAD STREETPHILADELPHIAPA19140231401530501(C)(3)$150,000HISTORIC PRESERVATION
FOURTH BAPTIST CHURCH
2800 P STREETRICHMONDVA23223540682370501(C)(3)$150,000HISTORIC PRESERVATION
CITY OF WICHITA KS
455 N MAIN STREETWICHITAKS67202486000653GOVERNMENT$150,000HISTORIC PRESERVATION
CITY OF LOS ANGELES
1149 S BROADWAYLOS ANGELESCA90015956000735GOVERNMENT$150,000HISTORIC PRESERVATION
HISTORIC ST PAUL AME
251 N UPPER STREETLEXINGTONKY40507530204696501(C)(3)$148,000HISTORIC PRESERVATION
MUSEUM AFRICAN AMERICAN HIST
31 MILK ST STE 705BOSTONMA02109042429556501(C)(3)$140,000HISTORIC PRESERVATION
TOURO SYNAGOGUE
4238 ST CHARLES AVENEW ORLEANSLA70115720438158501(C)(3)$125,000HISTORIC PRESERVATION
JACOB'S CHAPEL
318 ELBO LANEMOUNT LAURELNJ08054621805724501(C)(3)$120,000HISTORIC PRESERVATION
HARPERS FERRY-BOLIVAR HIST TOWN FNDN
PO BOX 154HARPERS FERRYWV25425300027184501(C)(3)$105,000HISTORIC PRESERVATION
TUSKEGEE UNIV DEPT OF ARCHITECTURE
WILCOX BUILDING CTUSKEGEEAL36088630288878501(C)(3)$105,000HISTORIC PRESERVATION
ROBERTS TEMPLE CHURCH OF GOD IN CHRIST
4021 S STATE STREETCHICAGOIL60609366145500501(C)(3)$103,000HISTORIC PRESERVATION
PRESERVATION IN COLOR DBA ADIRONDACK ARCHIT HERIT
1745 MAIN STREETKEESEVILLENY12944223117009501(C)(3)$101,836HISTORIC PRESERVATION
STATE OF MONTANA
300 Wallace StreetVirginiaMT59755810302402GOVERNMENT$100,000HISTORIC PRESERVATION
CALVARY UNITED METHODIST CHURCH
801 S 48TH STREETPHILADELPHIAPA19143230451680501(C)(3)$100,000HISTORIC PRESERVATION
FIRST PRESBYTERIAN CHURCH OF WILKES-BARRE
97 S FRANKLIN STWILKES BARREPA18701240797023501(C)(3)$100,000HISTORIC PRESERVATION
MT ZION UNITED METHODIST
1334 29TH ST NWWASHINGTONDC20007530246849501(C)(3)$100,000HISTORIC PRESERVATION
POC COLLABORATIVE CRC
3105 N 24TH STREETOMAHANE68111844615355501(C)(3)$100,000HISTORIC PRESERVATION
ST JOHNS CHURCH LAFAYETTE SQUARE
1525 H ST NWWASHINGTONDC20005530204597501(C)(3)$100,000HISTORIC PRESERVATION
ST FRANCIS XAVIER MISSION DBA PROVINCE OF ST JOSEPH
212 MISSION AVEST XAVIERMT59075810480648501(C)(3)$100,000HISTORIC PRESERVATION
UNITED ORDER OF TENTS
87 MACDONOUGH STREETBROOKLYNNY11216301262538501(C)(3)$100,000HISTORIC PRESERVATION
CAPE CHARLES ROSENWALD
PO BOX 294CAPE CHARLESVA23310274056712501(C)(3)$100,000HISTORIC PRESERVATION
COLECTIVO EL ANCON DE LOIZA
401 AVE AMRICO MIRANDASAN JUANPR00927660907038501(C)(3)$100,000HISTORIC PRESERVATION
FIRST NEIGHBORS
18925 PARKSIDE STREETDETROITMI48221872868071501(C)(3)$100,000HISTORIC PRESERVATION
INDEPENDENCE HEIGHTS CONS
727 E 38THHOUSTONTX77022852616756501(C)(3)$100,000HISTORIC PRESERVATION
MT ZION - FEMALE UNION BAND HIST MEMORIAL PARK INC
1301 K ST NW STE 500 EWASHINGTONDC20005204120416501(C)(3)$100,000HISTORIC PRESERVATION
PRESERVATION ALLIANCE FOR GREATER PHILADELPHIA
1608 WALNUT STREETPHILADELPHIAPA19103232106589501(C)(3)$100,000HISTORIC PRESERVATION
YMI CULTURAL CENTER INC
39 S MARKET STREETASHEVILLENC28801581448997501(C)(3)$100,000HISTORIC PRESERVATION
CITY OF MENIFEE
68 N MUSTANG DRIVEMENIFEEAR72107710521587GOVERNMENT$100,000HISTORIC PRESERVATION
MOTHER BETHEL Foundation
419 S 6TH STREETPHILADEPHIAPA19147233093000501(C)(3)$90,000HISTORIC PRESERVATION
MONTPELIER FOUNDATION
13384 LAUNDRY RDMONTPELIER STATIONVA22957311620682501(C)(3)$77,000HISTORIC PRESERVATION
CINEFEMME
1014 BROADWAY 477SANTA MONICACA90401522374579501(C)(3)$75,000HISTORIC PRESERVATION
GATHER PLACE
188 S CANAL STREETYARDLEYPA19067883535557501(C)(3)$75,000HISTORIC PRESERVATION
THE PALMETTO TRUST FOR HIS PRESER
1109 BROAD ST STE 2HCAMDENSC29020570913191501(C)(3)$75,000HISTORIC PRESERVATION
COALITION RESPONSIBLE COM
3101 S GRAND AVELOS ANGELESCA90007202445113501(C)(3)$75,000HISTORIC PRESERVATION
MOUNT CARMEL MISSIONARY BAPTIST CHURCH
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CARVER BIRTHPLACE DIST ASSOC
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ARCHAEOLOGY SOUTHWEST
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SWEET AUBURN WORKS INC
PO BOX 55250ATLANTAGA30308461784089501(C)(3)$69,000HISTORIC PRESERVATION
ST PETER'S UNITED METH CHURCH
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FILOLI CENTER INC
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CLINCH-POWELL RC&D COUN INC
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MOORES CHAPEL AME ZION CHURCH
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LA PALOMA
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DOC'S 66 LLC
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LEVEL GROUND
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JARVIS CHRISTIAN UNIVERSITY
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PRESIDENT LINCOLN'S COTTAGE
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HISTORIC TABERNACLE BAPTIST CHURCH-SELMA AL LEGACY FND INC
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39TH STREET DISTRICT INC
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APPLETON EPISCOPAL MINISTRIES
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FDTN FOR JEWISH PHILANTRHOPY FOR TEMPLE BETH ZION
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FIRST BAPTIST CON CHURCH OF CHICAGO
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FIRST PRESBYTERIAN BARRE VT
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GUIDANCE CHURCH OF RS
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HUSH ARBOR HERITAGE FARM
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NEW MEXICO ROUTE 66 ASSOC
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STOUTSBURG SOURLAND AFRICAN AMERICAN MUSEUM
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TALIESIN PRESERVATION INC
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THE CAIRO HIS PRESER PROJ INC
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TRINITY UMC
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UNITARIAN CHURCH OF MONTEPLIER
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BLACK HERITAGE TRAIL NH
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BLACKS OF THE CHESAPEAKE
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CALFEE COMMUNITY & CULTURAL CTR
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CHERRY COMMUNITY ORGANIZATION
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FREEDOM QUILTING BEE LEGACY
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IDEAS XLAB
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MISSISSIPPI HERITAGE TRUST
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SHERIDAN COMMUNITY LAND TRUST
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ST JOHNS COUNTY CULTURAL
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THE SLAVE DWELLING PROJECT
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THOMAS TEMPLE CHURCH
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UNIV OF WISCONSIN MILWAUKEE
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GOVT DISTRICT OF CO -HISTORIC PRESERVATION OFC
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BOMBAY MAHAL
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GOLD HILL INN
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WESTSIDE DRIVE-IN
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KAWA CO DBA JOHNNY'S CAFE
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AJAX CAFE
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ALLEY CAT CAFE
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BERNICE'S BAKERY
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CAPITOL BAR & BREWERY
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CASCADE LOCKS ALE HOUSE
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CISCO'S RESTAURANT BAKERY & BAR
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COMFORT KITCHEN
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FAR EAST CAF DBA FAR BAR
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FIVE SISTES BLUES CAFE
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FRITAI LLC
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LOG HAVEN RESTAURANT GROUP LLC
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NUWRAY HOTEL
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RATED TEST KITCHEN
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SOUTHERN KITCHEN & OYSTER BAR
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SWEET POTATO CAFE LLC
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THE ARCADE RESTAURANT
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THE BLUEBIRD
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THE OINKSTER
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THE ROOT CAFE
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NEW YORK CAF
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DOSHI HOUSE LLC
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FOODE
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HANNIBAL KITCHEN
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HORN O PLENTY RESTAURANT
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HOTEL EKLUND
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JESSOP'S TAVERN
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MAIN STREETS MARKET & CAF
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MISS PHAY CAF
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MKT GRAFTON
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NICKS HAMBURGER SHOP
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SANTA FE TIVOLI LLC
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SYLVIA'S RESTAURANT
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ZENO'S
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SACRED HEART CATHOLIC
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SECOND BAPTIST CHURCH (CA)
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BUNN MEMORIAL BAPTIST CHURCH
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CITY & BOROUGH OF JUNEAU
155 S SEWARDJUNEAUAK99801920038816GOVERNMENT$43,327HISTORIC PRESERVATION
BIG NFP
6011 S ST LAWRENCECHICAGOIL60637452453557501(C)(3)$43,198HISTORIC PRESERVATION
FRIENDS OF OXMOOR
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KOMODA STORE & BAKERY INC
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JYS BROTHERS & SISTER LLC
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ULUPALAKUA RANCH INC
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BRUCEMORE INC
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THOMAS COLE HIST HOUSE
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APPLEGARTH TUBMAN MEDICINE
1130 HOOPERS ISLAND RDCHURCH CREEKMD216221116320628732501(C)(3)$35,000HISTORIC PRESERVATION
QUARTERMAN & KELLER FNDN
100 BULL ST STE 200SAVANNAHGA314013378852390612501(C)(3)$35,000HISTORIC PRESERVATION
THE WHITNEY INSTITUTE
5099 HIGHWAY 18WALLACELA70049474417039501(C)(3)$34,175HISTORIC PRESERVATION
DOOR COUNTY HISTAL SOCIETY
PO BOX 71STURGEON BAYWI54235396075654501(C)(3)$32,000HISTORIC PRESERVATION
JAPANESE AMERICAN NATIONAL
100 N CENTRAL AVELOS ANGELESCA90012953966024501(C)(3)$31,515HISTORIC PRESERVATION
NORTHEAST IOWA RCD
101 E GREENE STREETPOSTVILLEIA52162421309260501(C)(3)$30,062HISTORIC PRESERVATION
THE CHINATI FNDN
1 CALVARY ROWMARFATX798431135742340423501(C)(3)$30,000HISTORIC PRESERVATION
NATHPO
1255 22ND ST NWWASHINGTONDC20036742893040501(C)(3)$29,756HISTORIC PRESERVATION
CLIVEDEN INC
6401 GERMANTOWN AVEPHILADELPHIAPA19144232232675501(C)(3)$28,815HISTORIC PRESERVATION
LAFAYETTE AVE PRESBYTERIAN
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LOS ANGELES CONSERVANCY
523 W SIXTH ST STE 826LOS ANGELESCA90014953273046501(C)(3)$25,000HISTORIC PRESERVATION
NATIONAL SHRINE OF ST JOHN NEUMANN
1019 N 5TH STREETPHILADELPHIAPA19123232865133501(C)(3)$25,000HISTORIC PRESERVATION
THE CHIPMAN FNDN
208 E STREETFRESNOCA93706521393940501(C)(3)$25,000HISTORIC PRESERVATION
WHILE WE ARE STILL HERE INC
555 EDGECOMBE AVENEW YORKNY10032473980592501(C)(3)$25,000HISTORIC PRESERVATION
AMERICAN BATTLEFIELD TRUST
1156 15TH ST NW STE 900WASHINGTONDC20005541426643501(C)(3)$25,000HISTORIC PRESERVATION
ALPHA GENESIS COMMUNITY DEV CORP
405 MARYLAND AVECAMBRIDGEMD21613463048436501(C)(3)$25,000HISTORIC PRESERVATION
SOJOUNER TRUTH
1417 ORCHARD VIEW DRIVECOPLEYOH44321341087615501(C)(3)$25,000HISTORIC PRESERVATION
OREGON HISTAL SOCIETY
1200 SW PARK AVEPORTLANDOR97205930391599501(C)(3)$25,000HISTORIC PRESERVATION
REGENTS UNIV MN
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ESPERANZA PEACH & JUSTICE CENTER
922 SAN PEDRO AVESAN ANTONIOTX78212742419582501(C)(3)$25,000HISTORIC PRESERVATION
EAST NEW YORK CLT
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GRAND RAPIDS PUBLIC MUSEUM
272 PEARL ST NWGRAND RAPIDSMI49504382837266501(C)(3)$23,052HISTORIC PRESERVATION
SUSAN LAFLESCHE PICOTTE CNTR
503 MATTHEWSON STREETWALTHILLNE68067470746797501(C)(3)$22,116HISTORIC PRESERVATION
IDAHO HIST PRESERVATION
PO BOX 1495BOISEID83701237225385501(C)(3)$22,070HISTORIC PRESERVATION
THINKCHINATOWN
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NIKWASI INITIATIVE
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OATLANDS INC
20850 OATLANDS PLATATNLEESBURGVA201750000541118635501(C)(3)$21,360HISTORIC PRESERVATION
MATCH-E-BE-NASH-SHE-WISH
2872 MISSION DRIVESHELBYVILLEMI49344383563221GOVERNMENT$21,055HISTORIC PRESERVATION
WASHINGTON ST HIST
93 4TH AVENUENEW YORKNY10003463951577501(C)(3)$21,008HISTORIC PRESERVATION
PAULI MURRAY CENTER
PO BOX 541DURHAMNC27702454926223501(C)(3)$19,751HISTORIC PRESERVATION
GENOA US INDIAN SCHOOL
P O BOX 382GENOANE68640470739293501(C)(3)$19,477HISTORIC PRESERVATION
UNIV OF NEW HAMPSHIRE
102 MCCONNELL HALL 15 ACADEMIC WAYDURHAMNH03824026000937501(C)(3)$19,159HISTORIC PRESERVATION
REGENTS OF THE UNIV OF CA RIVERSIDE
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DEMUTH FNDN
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KOHALA CENTER
PO BOX 437462KAMUELAHI96743990354676501(C)(3)$18,790HISTORIC PRESERVATION
FRELINGHUYSEN MORRIS
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FRIENDS OF ALICE AUSTEN
2 HYLAN BLVDSTATEN ISLANDNY10305133248928501(C)(3)$18,000HISTORIC PRESERVATION
AUSTIN COMMUNITY FNDN
304 E 44TH STREETAUSTINTX78751746000085501(C)(3)$18,000HISTORIC PRESERVATION
EAST HAMPTON HISTAL SOCIETY
151 MAIN STREETEAST HAMPTONNY11937116035631501(C)(3)$17,925HISTORIC PRESERVATION
CHOCTAW NATION OF OKLAHOMA
PO BOX 1210DURANTOK747021210730717979GOVERNMENT$17,638HISTORIC PRESERVATION
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PO BOX 2DUNCANS MILLSCA95430943039895501(C)(3)$17,000HISTORIC PRESERVATION
SAM & ALFREDA MALOOF FND
5131 CARNELIAN STREETRANCHO CUCAMONGACA91701330631685501(C)(3)$16,540HISTORIC PRESERVATION
GREATER PORTLAND LANDMARKS
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OJAI VALLEY MUSEUM
PO BOX 204OJAICA930240204952478853501(C)(3)$15,566HISTORIC PRESERVATION
BOSCO-MILLIGAN FNDN
701 SE GRAND AVEPORTLANDOR97214943090169501(C)(3)$15,518HISTORIC PRESERVATION
D'AMICO INSTITUTE DBA THE ART BARGE
NAPEAGUE MEADOW RDAMAGANSETTNY11930112319425501(C)(3)$15,400HISTORIC PRESERVATION
CENTRAL MARKET TRUST
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144 ROOSEVELT AVEYORKPA17401232411781501(C)(3)$15,000HISTORIC PRESERVATION
HEART OF ELLSWORTH
PO BOX 954ELLSWORTHME04605271127363501(C)(3)$15,000HISTORIC PRESERVATION
ART CNTR OF THE BLUEGRASS
401 W MAIN STREETDANVILLEKY40422161674338501(C)(3)$15,000HISTORIC PRESERVATION
PHILADELPHIA FOLKLORE PROJECT
735 S 50TH STREETPHILADELPHIAPA19143232568080501(C)(3)$15,000HISTORIC PRESERVATION
CHINA ALLEY PRES SOCIETY
PO BOX 728HANFORDCA93232770026558501(C)(3)$13,967HISTORIC PRESERVATION
SHAWNEE TRIBE
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SHENANDOAH VALLEY BLACK
425 HILL STREETHARRISONBURGVA22802811709430501(C)(3)$13,755HISTORIC PRESERVATION
TACOMA CITY ASSOC OF COLORED WOMEN INC
2316 YAKIMA AVETACOMAWA98405910871113501(C)(3)$13,534HISTORIC PRESERVATION
ARCHAEOLOGICAL CONSERVANCY
1717 GIRARD BLVD NEALBUQUERQUENM87106953403273501(C)(3)$13,000HISTORIC PRESERVATION
VANPORT MOSAIC
5131 NE 23RD AVEPORTLANDOR97212475299448501(C)(3)$12,900HISTORIC PRESERVATION
EMPOWER DC
1419 V ST NWWASHINGTONDC20009272623232501(C)(3)$12,853HISTORIC PRESERVATION
CHIMAYO CULTURAL PRESERVATION ASSOC
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POSTON COM ALLIANCE
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WATERFRONT HIST AREA LEAGUE
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UNIV OF MAINE SYSTEM
5717 CORBETT HALLORONOME044695717016000769501(C)(3)$12,293HISTORIC PRESERVATION
HOLLYWOOD UNITED ME
6817 FRANKLIN AVEHOLLYWOODCA90028951660355501(C)(3)$12,000HISTORIC PRESERVATION
WASHINGTON COLLEGE
300 WASHINGTON AVECHESTERTOWNMD21620520591691501(C)(3)$11,987HISTORIC PRESERVATION
THE CENTER ON COLFAX
1301 E COLFAX AVEDENVERCO80218840738879501(C)(3)$11,910HISTORIC PRESERVATION
HISTORIC HAWAII FNDN
680 IWILEI RD STE 690HONOLULUHI96817237441972501(C)(3)$11,703BACKING HISTORIC SMALL RESTAURANTS
MONTANA DEPTARTMENT OF FISH
1420 E 6TH AVENUEHELENAMT596200701810302402GOVERNMENT$11,300HISTORIC PRESERVATION
FRIENDS OF 1ST CHURCH BERKERLEY
2619 DWIGHT WAYBERKELEYCA94704331050366501(C)(3)$11,000HISTORIC PRESERVATION
JAMES & JANIE WASHINGTON FNDN
1816 26TH AVESEATTLEWA98122911944562501(C)(3)$11,000HISTORIC PRESERVATION
CENTRAL DISTRICT COMMUNITY
1143 MLK JR WY S 101SEATTLEWA981225015852881355GOVERNMENT$10,018HISTORIC PRESERVATION
CHINATOWN COMMUNITY LAND TRUST INC
28 ASH STREETBOSTONMA02111473187874501(C)(3)$10,000HISTORIC PRESERVATION
MT VERNON ROSENWALD
PO BOX 654IRON STATIONNC28080814019936501(C)(3)$10,000HISTORIC PRESERVATION
MARK PRARIE HIST SOC
7528 S MARK RDCANBYOR97013930735114501(C)(3)$10,000HISTORIC PRESERVATION
HINSDALE COUNTY HIST SOCIETY
130 N SILVER STREETLAKE CITYCO81235510199445501(C)(3)$10,000HISTORIC PRESERVATION
GEORGETOWN HERITAGE
1000 POTOMAC ST NW STE 122WASHINGTONDC20007300830983501(C)(3)$10,000HISTORIC PRESERVATION
FRIENDS OF PERRY MANSFIELD INC
40755 ROUTT COUNTY RD 36STEAMBOAT SPRINGSCO80487841158773501(C)(3)$10,000HISTORIC PRESERVATION
TELLURIDE COUNCIL FOR THE ARTS & HUMANITIES
PO BOX 152TELLURIDECO81435840712952501(C)(3)$10,000HISTORIC PRESERVATION
MINUTE MAN NAT PARK ASSOC INC
174 LIBERTY STREETCONCORDMA01742223090536501(C)(3)$10,000HISTORIC PRESERVATION
CARNEGIE CNTR OF CORBIN INC
PO B0X 114CORBINKY40702475575198501(C)(3)$10,000HISTORIC PRESERVATION
KENNARD ALUMNI ASSOC
P O BOX 213CENTREVILLEMD21617300137016501(C)(3)$10,000HISTORIC PRESERVATION
REVOLUTION WORKSHOP
3410 W LAKE STREETCHICAGOIL60624822354651501(C)(3)$10,000HISTORIC PRESERVATION
MONTANA PRESERVATION ALLIANCE
PO BOX 101HELENAMT59624363559965501(C)(3)$10,000HISTORIC PRESERVATION
VISION HIST PRESERVATION FNDN
PO BOX 1008ROCKDALETX76567852855176501(C)(3)$10,000HISTORIC PRESERVATION
TOWN OF STOWE ELECTRIC DEPT
435 MOSCOW RDSTOWEVT05672036000264GOVERNMENT$10,000HISTORIC PRESERVATION
SOONER PRINTING
16 N MAINMIAMIOK74354731336231C CORPORATION$10,000HISTORIC PRESERVATION
CACTUS INN
101 N PINE STREETMCLEANTX79057843824622LLC - S CORP$10,000HISTORIC PRESERVATION
BFDBS
2652 HICKORY HILLS RDGALENAKS66739923977713LLC - C CORP$10,000HISTORIC PRESERVATION
BLUE SWALLOW MOTEL
815 E ROUTE 66 BLVDTUCUMCARINM88401851708082LLC - PARTNERSHIP$10,000HISTORIC PRESERVATION
PINGORA VENTURES LLC
207 E ANDY DEVINE AVEKINGMANAZ86401880637263LLC - S CORP$10,000HISTORIC PRESERVATION
JUNKYARD ON 66 BREWERY LLC
1436 E HWY 66GRANTSNM87020472942774LLC - C CORP$10,000HISTORIC PRESERVATION
GREY GABLES ON WALNUT LLC
820 E WALNUT STREETSPRINGFIELDMO65806461591684S CORPORATION$10,000HISTORIC PRESERVATION
URBAN SAPPHIRE COMMERCIAL LLC
1201 NW 38TH STREETOKLAHOMA CITYOK731185425811826098LLC - PARTNERSHIP$9,431HISTORIC PRESERVATION
LATINITAS
1023 SPRINGDALE RDAUSTINTX78721770603754501(C)(3)$8,668HISTORIC PRESERVATION
ALLIANCE HIST HILLSBOROUGH
150 E KING STREETHILLSBOROUGHNC27278561818934501(C)(3)$8,594HISTORIC PRESERVATION
HUI NOEAU VISUAL ARTS CENTER
2841 BALDWIN AVEMAKAWAOHI96768996012378501(C)(3)$8,500HISTORIC PRESERVATION
DELGADILLO'S SNOW CAP LLC
22235 W ROUTE 66SELIGMANAZ86337202689402LLC - PARTNERSHIP$8,458HISTORIC PRESERVATION
TOWN OF ATLANTIC BEACH
717 30TH AVENUE SATLANTIC BEACHSC29582670574873GOVERNMENT$8,456HISTORIC PRESERVATION
FT ROSS CONSERVANCY
19005 COAST HWY 1JENNERCA95450942370751501(C)(3)$8,221HISTORIC PRESERVATION
WASHINGTON TRUST HIST
1204 MINOR AVESEATTLEWA98101910983680501(C)(3)$8,119HISTORIC PRESERVATION
LOST PROVINCE CNTR FOR THE CULTURAL ARTS
PO BOX 224LANSINGNC28643825326511501(C)(3)$8,000HISTORIC PRESERVATION
TUCSON MUSEUM OF ART
140 N MAIN AVETUCSONAZ85701866006371501(C)(3)$8,000HISTORIC PRESERVATION
NAKASHIMA FNDN FOR PEACE
1847 AQUETONG RDNEW HOPEPA18938232366695501(C)(3)$8,000HISTORIC PRESERVATION
CAVALLA HISTAL FNDN
100 SEAWOLF PARKGALVESTONTX77554760617618501(C)(3)$8,000HISTORIC PRESERVATION
ALDO LEOPOLD FNDN INC
E13701 LEVEE RDBARABOOWI53913391423225501(C)(3)$8,000HISTORIC PRESERVATION
UPWARD BOUND CAMP
40151 GATES SCHOOL RDGATESOR97346930749992501(C)(3)$8,000HISTORIC PRESERVATION
CINCINNATI PRESERVATION ASSOC
812 DAYTON STREETCINCINNATIOH45214316049618501(C)(3)$8,000HISTORIC PRESERVATION
KENTUCKY MANSIONS PRESERVATOIN
PO BOX 132LEXINGTONKY40588237002838501(C)(3)$8,000HISTORIC PRESERVATION
LINCOLN COUNTY FISCAL COURT
102 E MAIN STREETSTANFORDKY40484616000968GOVERNMENT$8,000HISTORIC PRESERVATION
SHEBOYGAN COUNTY HIST SOC
3110 ERIE AVESHEBOYGANWI53081396076921501(C)(3)$7,860HISTORIC PRESERVATION
TOURO SYNAGOGUE FNDN
85 TOURO STREETNEWPORTRI02840050255359501(C)(3)$7,760HISTORIC PRESERVATION
ASIAN & PACIFIC ISLANDER AMERICANS IN HIST PRESERV
103 12TH AVESEATTLEWA98122814462507501(C)(3)$7,500HISTORIC PRESERVATION
ST CHARLES AVE BAPTIST CHURCH
7100 ST CHARLES AVENEW ORLEANSLA70118720491089501(C)(3)$7,500HISTORIC PRESERVATION
GOVERNOR DUMMER ACADEMY
1 ELM STREETBYFIELDMA01922042103564501(C)(3)$7,500HISTORIC PRESERVATION
HISTORIC MACON FNDN INC
PO BOX 13358MACONGA31208510200143501(C)(3)$7,500HISTORIC PRESERVATION
PRATT INSTITUTE
200 WILLOUGHBY AVEBROOKLYNNY11205111630822501(C)(3)$7,500HISTORIC PRESERVATION
GOUCHER COLLEGE
1021 DULANEY VALLEY RDBALTIMOREMD21204520591613501(C)(3)$7,500HISTORIC PRESERVATION
CLEMSON UNIVERSITY
391 COLLEGE AVE STE 302CLEMSONSC29634576000254501(C)(3)$7,500HISTORIC PRESERVATION
ROSENWALD CENTER
712 W HARPER STREETSNOW HILLNC28580010708553501(C)(3)$7,400HISTORIC PRESERVATION
RESTORE OREGON
1327 SE TACOMA ST STE 114PORTLANDOR97202930697099501(C)(3)$7,000HISTORIC PRESERVATION
TAOS CNTR FOR THE ARTS
133 PASEO DEL PUEBLO NORTRETAOSNM87571850113452501(C)(3)$7,000HISTORIC PRESERVATION
VILLA FINALE MUSEUM & GARDENS
401 KING WILLIAMSAN ANTONIOTX78204814436786501(C)(3)$6,280HISTORIC PRESERVATION
HIKA'ALANI
PO BOX 342020KAILUAHI96734010958081501(C)(3)$6,240HISTORIC PRESERVATION
DRAYTON HALL PRESERVATION TRUST
3380 ASHLEY RIVER RDCHARLESTONSC29414454938941501(C)(3)$6,000HISTORIC PRESERVATION
FieldValueIRS element (for citing)
Total501c3 Org222Total501c3OrgCnt
Total Other Org57TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeBACKING HISTORIC SMALL RESTAURANTSGrantTypeTxt
Recipient9RecipientCnt
Cash Grant$300,000CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.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 PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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
FORMER PRESIDENT & CEO (THRU 3/23)$348,990$0$0$0$62,295$0$15,250$0$205$0$426,740$0$0$0
THOMPSON M MAYES
CHIEF LEGAL OFCR & SECRETARY$258,194$0$0$0$2,286$0$13,125$0$16,625$0$290,230$0$0$0
LAURA BRACIS
CHIEF FINANCIAL OFFICER (THRU 11/23)$237,345$0$0$0$16,949$0$13,125$0$8,214$0$275,633$0$0$0
DENISE WISE
VP OF FINANCE & CONTROLLER / INT. CFO (AS OF 05/24)$202,277$0$0$0$774$0$10,507$0$15,001$0$228,559$0$0$0
ROSS M BRADFORD
ASSISTANT CORPORATE SECRETARY$174,727$0$0$0$233$0$8,252$0$11,284$0$194,496$0$0$0
ANN MCELWAIN
CHIEF DEVELOPMENT OFFICER$318,517$0$0$0$774$0$13,571$0$11,310$0$344,172$0$0$0
MATTHEW MONTGOMERY
CHIEF MARKETING OFFICER (THRU 04/24)$260,550$0$0$0$774$0$11,981$0$11,310$0$284,615$0$0$0
TABITHA ALMQUIST
CHIEF ADMINISTRATIVE OFFICER$253,388$0$0$0$270$0$11,814$0$822$0$266,294$0$0$0
KATHERINE MALONE-FRANCE
CHIEF PRESERVATION OFFICER (THRU 08/23)$208,468$0$0$0$34,683$0$14,662$0$7,469$0$265,282$0$0$0
DEMOND LEGGS
EXEC DIR, AACHAF & SR VP, NTHP$228,721$0$0$0$414$0$11,215$0$11,310$0$251,660$0$0$0
MARIANNA KNIGHT
VP, HUMAN RESOURCES (THRU 02/24)$204,512$0$0$0$1,188$0$9,889$0$822$0$216,411$0$0$0
OMAR EATON-MARTINEZ
SR VP, HISTORIC SITES$187,406$0$0$0$414$0$4,919$0$20,210$0$212,949$0$0$0
HILARY BAAR
VP, ANNUAL GIVING (THRU 04/24)$189,093$0$0$0$742$0$9,375$0$11,199$0$210,409$0$0$0
SUSAN LATTANZI
VP OF INFORMATION TECHNOLOGY & REAL ESTATE$188,168$0$0$0$771$0$9,769$0$11,310$0$210,018$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule J, Part I, Line 4b Supplemental nonqualified retirement planFormAndLineReferenceDesc
ExplanationThe Trust adopted a nonqualified deferred retirement savings plan (457(b)) for senior management and highly compensated employees on January 1, 2003. The plan currently allows eligible employees to defer salary amounts up to the maximum allowed under IRS regulations. The Retirement Committee adopted a resolution on November 18, 2015 specifying that a select group of management or highly compensated employees are eligible to participate. As of June 30, 2024 and 2023, assets and liabilities associated with this plan are $625,391 and $491,982, respectively.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
SUSAN CHAPMAN HUGHES
SEE PART V$174,685Consulting servicesfalse
JAY CLEMENS
SEE PART V$41,946Compensationfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part IV, Column (b)FormAndLineReferenceDesc
Explanation(1) SUSAN CHAPMAN HUGHES: FORMER TRUSTEE WAS A CONSULTANT TO THE ORGANIZATION BETWEEN FEBRUARY 2023 AND FEBRUARY 2024. (2) JAY CLEMENS: BOARD CHAIR BECAME INTERIM PRESIDENT AND CEO BETWEEN MARCH 2023 AND JANUARY 2024 WHILE THE ORGANIZATION UNDERTOOK A SEARCH FOR A NEW PRESIDENT AND CEO.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution21ContributionCnt
Noncash Contributions Rpt F990$271,592NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Historical Artifacts HistoricalArtifactsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I, Line 33 Noncash contribution amounts not reportedFormAndLineReferenceDesc
ExplanationIN CONFORMITY WITH THE PRACTICE GENERALLY FOLLOWED BY MUSEUMS, NO VALUE IS ASSIGNED TO THE COLLECTIONS, INCLUDING OBJECTS AND FURNISHINGS, IN THE CONSOLIDATED FINANCIAL STATEMENTS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 1a Material differences in voting rightsTHE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONSISTS OF THE CHAIR AND TWO VICE CHAIRS AND THE CHAIR OF EACH OF THE STANDING COMMITTEES, INCLUDING THE INVESTMENTS, FINANCE & MANAGEMENT, AUDIT, TRUSTEESHIP & GOVERNANCE, ADVANCEMENT, AND PRESERVATION & HISTORIC SITES COMMITTEES AND OTHER TRUSTEES. THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL THE POWERS OF THE BOARD OF TRUSTEES BETWEEN THE MEETINGS OF THE BOARD OF TRUSTEES, SUBJECT TO GENERAL POLICIES ESTABLISHED BY THE BOARD, EXCEPT THAT THE FULL BOARD OF TRUSTEES SHALL RETAIN EXCLUSIVE AUTHORITY TO AMEND THE BYLAWS, TO EXERCISE THE BOARD'S AUTHORITY TO FILL TEMPORARY VACANCIES ON THE BOARD, AND TO ELECT THE CHAIR AND VICE CHAIRS OF THE CORPORATION.
Form 990, Part VI, Line 6 Classes of members or stockholdersTHE NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES IS A MEMBER ORGANIZATION WITH 83,000 MEMBERS.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyTHE ORGANIZATION'S MEMBERS HAVE THE RIGHT TO ELECT THE MEMBERS OF THE BOARD OF TRUSTEES (OTHER THAN STATUTORY EX-OFFICIO TRUSTEES). ELECTIONS ARE CONDUCTED AT AN ANNUAL MEMBERSHIP MEETING HELD IN CONJUNCTION WITH AN ANNUAL CONFERENCE IN THE FALL.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTING FIRM BDO USA, 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 BEFORE THE FINAL 990 IS FILED.
Form 990, Part VI, Line 12c Conflict of interest policyTHE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS SENT TO THE BOARD MEMBERS ONCE A YEAR WITH A DISCLOSURE FORM THAT ASKS TRUSTEES TO DESCRIBE INTEREST IN OR RELATIONSHIPS WITH BOTH FOR-PROFIT AND NON-PROFIT ENTITIES AND TO DESCRIBE ANY TRANSACTIONS (DIRECT OR INDIRECT) WITH THE ORGANIZATION. TRUSTEES ARE ALSO REQUIRED TO DISCLOSE ANNUALLY ANY BUSINESS OR FAMILY RELATIONSHIPS WITH OTHER TRUSTEES AND WITH OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION (IDENTIFIED BY NAME), CONSISTENT WITH THE DISCLOSURE OBLIGATION OF PART VI, LINE 2. TRUSTEES ARE REGULARLY REMINDED OF THEIR OBLIGATION UNDER THE POLICY FOR POTENTIAL TRANSACTIONS. THE POLICY ALSO PROVIDES A PROCESS FOR REVIEW OF POTENTIAL CONFLICTS.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialTHE ORGANIZATION'S COMPENSATION SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION OF THE PRESIDENT AND TOP MANAGEMENT STAFF (INCLUDING OFFICERS AND KEY EMPLOYEES). ALL MEMBERS OF THE COMPENSATION SUBCOMMITTEE ARE INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES. THE ORGANIZATION REGULARLY REVIEWS COMPENSATION STUDIES AND COMPARABILITY ANALYSES, AND SUCH INFORMATION FOR THE OFFICERS AND KEY EMPLOYEES IS MADE AVAILABLE TO THE COMPENSATION SUBCOMMITTEE. THE COMPENSATION SUBCOMMITTEE APPROVES COMPENSATION OF THE PRESIDENT IN ADVANCE AND IN WRITING. COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED BY THE COMPENSATION SUBCOMMITTEE, BUT IS SET BY THE PRESIDENT.
Form 990, Part VI, Line 19 Required documents available to the publicTHE ORGANIZATION MAKES DIGITAL COPIES OF THE STATUTORY CHARTER, BYLAWS, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, DONOR BILL OF RIGHTS, FORM 990, AND CURRENT AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE, WWW.SAVINGPLACES.ORG UNDER "OUR WORK", "ABOUT THE NATIONAL TRUST." THESE DOCUMENTS ARE ALSO MADE AVAILABLE TO ANY PERSON IN HARD COPY UPON REQUEST.
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueALL OTHER REVENUE - Total Revenue: 30518, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 30518;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
NATIONAL TRUST TOURS LLC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005261983358TRAVELDE$1,552,779$1,369,842NTCIC
NATIONAL TRUST INVESTMENT MGMNT LLC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005811853785COMMUNITY INVDE$0$438NTCIC
NATIONAL TRUST EQUITY LLC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005818121733COMMUNITY INVDE$0$366,836NTCIC
NT HISTORIC REAL ESTATE EQUITY FUND LLC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005811911360COMMUNITY INVDE$0$366,485NTCIC

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 Status10PublicCharityStatusTxt

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 AGENCYMDNTCICUnrelated$1,008,863$156,658falseYes (true)0.99
COOPER-MOLERA PRESERVATION LLC
1121 WHITE ROCK RD 200EL DORADO HILLSCA95762814665814HISTORIC SITECANTHPRelated$1,105,486$8,306,711falsefalse0.98
NT HISTORIC REAL ESTATE DEBT FUND LLC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005811911756COMMUNITY INVDENTHPUnrelated$0$0falseYes (true)0.9999

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 Corporation$7,214,930$19,316,2691Yes (true)
NT SOLAR INC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005471272855COMMUNITY INVDENTCICC Corporation$5,756,743$1,289,5241Yes (true)
GREENROCK CORPORATION
200 LAKE ROADTARRYTOWNNY10591131929826MAINTENANCENYNTHPC Corporation$5,454,552$2,709,9181Yes (true)
CHARITABLE REMAINDER UNITRUSTS FOR NTHP
600 14TH STREET NW SUITE 500WASHINGTONDC20005530210807CHARITABLE TRDCNATrust$0$0false
PERMANENT UNITRUST
600 14TH STREET NW SUITE 500WASHINGTONDC20005530210807CHARITABLE TRDCNATrust$0$0false
NT INITIAL INVESTOR INC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005273271845COMMUNITY INVDENTCICC Corporation$0$01Yes (true)
NTCIC LIHTC MANAGER INC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005274965820COMMUNITY INVDENTCICC Corporation$0$01Yes (true)
NTCIC HTC INVEST I MANAGER INC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005821167754COMMUNITY INVDENTCICC Corporation$0$01Yes (true)
NTCIC FUND MANAGER I INC
1155 15TH STREET NW SUITE 300WASHINGTONDC20005823791474COMMUNITY INVDENTCICC Corporation$0$176,2911Yes (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 OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (21 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
COOPER-MOLERA PRESERVATION LLC
A$23,045BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORPORATION
A$416,190BOOK VALUE
NATIONAL TRUST TOURS LLC
A$79,190BOOK VALUE
NT SOLAR INC
A$345,405BOOK VALUE
NATIONAL TRUST INSURANCE SERVICES LLC
A$61,143BOOK VALUE
COOPER-MOLERA PRESERVATION LLC
D$4,870,015BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORPORATION
F$3,185,000BOOK VALUE
COOPER-MOLERA PRESERVATION LLC
J$60,451BOOK VALUE
GREENROCK CORPORATION
J$20,150BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORPORATION
L$30,000BOOK VALUE
GREENROCK CORPORATION
L$43,000BOOK VALUE
NATIONAL MAIN STREET CENTER INC
M$164,000BOOK VALUE
NATIONAL MAIN STREET CENTER INC
N$43,515BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORPORATION
O$65,598BOOK VALUE
NATIONAL TRUST TOURS LLC
O$2,021BOOK VALUE
COOPER-MOLERA PRESERVATION LLC
O$50,556BOOK VALUE
NATIONAL MAIN STREET CENTER INC
O$148,865BOOK VALUE
NATIONAL TRUST COMMUNITY INVESTMENT CORPORATION
Q$41,336BOOK VALUE
COOPER-MOLERA PRESERVATION LLC
Q$18,287BOOK VALUE
GREENROCK CORPORATION
Q$240,685BOOK VALUE
NATIONAL MAIN STREET CENTER INC
Q$12,795,032BOOK VALUE