2020-10-14T10:44:22-05:00 2019-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2019-01-01 300080738 TRUST FOR THE NATIONAL MALL TRUS 2024079408 1300 PENNSYLVANIA AVE NW NO 370 WASHINGTON DC 20004 CATHERINE TOWNSEND PRESIDENT 2024079408 2020-10-14 1 RICHARD J LOCASTRO CPA P00288314 3019519090 75.103.231.202 2020-10-14 11:44:16 ED P 3242370ACE0FDCD1644E50D607094B3FB533101C A8E65EE9E982CC9303CBA4B44375695372EB7330 2019 2021-01-29 14:40:06Z CATHERINE TOWNSEND 1300 PENNSYLVANIA AVE NW NO 370 WASHINGTON DC 20004 17578849 0 X WWW.NATIONALMALL.ORG X 2002 DC SEE PART III, LINE 1. 13 12 15 100 0 0 4157021 17345942 0 0 10629 31261 -867271 -559012 3300379 16818191 0 0 0 0 1330944 1226006 0 0 564716 3531119 2503804 4862063 3729810 -1561684 13088381 2767562 16112132 3351822 3608011 -584260 12504121 X AS THE LEADING NONPROFIT, NONPARTISAN PHILANTHROPIC PARTNER OF THE NATIONAL PARK SERVICE DEDICATED TO RESTORING, ENRICHING AND PRESERVING THE NATIONAL MALL, THE TRUST BRINGS EXPERTISE, PRIVATE FUNDING AND IN-KIND SUPPORT TO TIME-SENSITIVE RESTORATION AND SUSTAINABILITY PROJECTS, MOBILIZES VOLUNTEERS AND PROVIDES EDUCATIONAL OPPORTUNITIES TO ENSURE THAT THE NATIONAL MALL ENDURES AND EVOLVES AS A VIBRANT SPACE FOR ALL. WITH OVER 36 MILLION VISITS ANNUALLY TO THE NATIONAL MALL, COMBINED WITH AGING INFRASTRUCTURE AND THE NEED FOR BETTER VISITOR AMENITIES THROUGHOUT THE PARK, THE TRUST IS HELPING THE NATIONAL PARK SERVICE TACKLE THE MORE THAN $800 MILLION NEEDED FOR CRITICAL REPAIRS AND MODERNIZED IMPROVEMENTS. 1 0 1660421 RESTORATION AND SUSTAINABILITY CONSISTS OF ACTIVITIES TO BRING PRIVATE FUNDING AND IN-KIND SUPPORT, EXPERTISE AND ACTIVE PROJECT MANAGEMENT TO SELECT MONUMENTS, MEMORIALS, HISTORIC FACILITIES AND LANDSCAPES ON THE NATIONAL MALL. IN 2019, THE TRUST CONTINUED WORK ON THE GEORGE MASON MEMORIAL, THE LOCKKEEPER'S HOUSE, THE GERMAN-AMERICAN FRIENDSHIP GARDEN, THE TIDAL BASIN IDEAS LAB, THE CHERRY TREE ENDOWMENT, AND THE U.S. PARK POLICE HORSE STABLES RESTORATION PROJECT. ACTIVITIES ALSO INCLUDED A SITE ON THE GROUNDS OF PRESIDENT'S PARK. 820273 PUBLIC AWARENESS, ENGAGEMENT AND EDUCATION CONSISTS OF PARTNERSHIPS AND ACTIVITIES TO CONNECT VISITORS TO THE NATIONAL MALL'S RICH HISTORY, DEVELOPING ENGAGING PROGRAMS, VOLUNTEER INITIATIVES, AND EVENTS THAT WILL EDUCATE AND INSPIRE CURRENT AND FUTURE STEWARDS OF THE NATIONAL MALL. IN 2019, THE TRUST BEGAN DEVELOPMENT TO ENHANCE THE VOLUNTEER-IN-PARKS PROGRAM AND DESIGNED A PILOT EDUCATIONAL ENGAGMENT PROGRAM TITLED, MARCH ON: THE ROLE OF FREE SPEECH ON THE NATIONAL MALL. 150288 PARTNERSHIP SUPPORT CONSISTS OF DIRECT ACTIVITIES WITH REPRESENTATIVES OF THE NATIONAL PARK SERVICE TO COLLABORATE AND COORDINATE INITIATIVES THAT BENEFIT OUR PARTNERSHIP, INCLUDING THE REGULAR CONVENING AND NETWORKING OF OTHER NON-PROFIT PARTNERS SUPPORTING SITES ON AND ADJACENT TO THE NATIONAL MALL. IN 2019, THE TRUST PARTICIPATED IN CONVENINGS WITH PARK LEADERS NATIONALLY, SERVED ON A NATIONAL PLANNING COMMITTEE, COORDINATED BRIEFINGS AND PLANNING SESSIONS WITH AND FOR OUR PARTNER AT THE NATIONAL PARK SERVICE, AND CONVENED LOCAL PARTNERS SUPPORTING THE NATIONAL MALL BY CONTINING OUR THREE TIMES A YEAR PLANNING AND NETWORKING MEETINGS. 141351 GOVERNMENT RELATIONS AND OUTREACH CONSISTS OF ACTIVITIES TO EDUCATE FEDERAL AND LOCAL OFFICIALS ABOUT THE NEEDS OF THE NATIONAL MALL, ENGAGE IN SPECIAL EVENTS AND MONITOR LEGISLATIVE ACTIVITIES. 39677 VOLUNTEER PROGRAMS CONSISTS OF ACTIVITIES AND FUNDING TO SUPPORT THE VOLUNTEERS IN PARKS (VIP) PROGRAM OF THE NATIONAL PARK SERVICE AND COORDINATE THE TRUST SERVICE DAY PROGRAM. 181028 2812010 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 31 0 1 15 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA FL IL MD MI NJ PA VA X WES TOMER 2024079408 1300 PENNSYLVANIA AVE NW NO 370 WASHINGTON DC 20004 CATHERINE J TOWNSEND PRESIDENT 40.00 X X 246752 0 18611 JOHN E AKRIDGE III CHAIRMAN 5.00 X X 0 0 0 HONORABLE C BOYDEN GRAY VICE CHAIR 1.00 X X 0 0 0 HONORABLE CRAIG STAPLETON TREASURER 2.00 X X 0 0 0 TODD A WALKER SECRETARY 1.00 X X 0 0 0 DR BARBARALEE DIAMONSTEIN- SPIELVOGEL DIRECTOR 1.00 X 0 0 0 JOHN P DREW DIRECTOR 1.00 X 0 0 0 DAVID GEANACOPOULOS DIRECTOR 2.00 X 0 0 0 LANNY GRIFFITH DIRECTOR 1.00 X 0 0 0 LYNN HACKNEY DIRECTOR 1.00 X 0 0 0 SHEILA C JOHNSON DIRECTOR 2.00 X 0 0 0 EDWARD L SAMEK DIRECTOR 1.00 X 0 0 0 PAMELA SCHOLL DIRECTOR 1.00 X 0 0 0 TERESA DURKIN EXECUTIVE VICE PRESIDENT 40.00 X 208185 0 28891 LINDSAY B MILLER DR EVENT FUNDRAISING & MGMT 40.00 X 127234 0 15756 TREVOR A MOE DR CORPORATE & GOV'T RELATIONS 40.00 X 119840 0 3750 702011 0 67008 4 0 1 0 THE MARKER GROUP LLC 226 SE 12TH AVE FORT LAUDERDALE FL 33301 CONSTRUCTION & PROJECT MANAGEMENT 551966 OLIN PARTNERSHIP LTD 150 S INDEPENDENCE MALL WES 1123 PHILADELPHIA PA 19106 CONSTRUCTION & PROJECT MANAGEMENT 357782 SELECT EVENT GROUP 8610 CHERR LANE 42 LAUREL MD 20707 EVENT SERVICES 191652 VAULT CONSULTING 11710 PLAZA AMERICA DRIVE SUITE 350 RESTON VA 20190 ACCOUNTING SERVICES 133162 OCCASIONS CATERERS 655 TAYLOR STREET NE WASHINGTON DC 20017 CATERING, FUNDRAISING EVENT 129970 5 952831 250000 16143111 44824 17345942 31772 31772 97010 97521 -511 -511 -511 104125 952831 663137 -559012 -559012 16818191 0 0 -527751 502440 348879 100488 53073 587808 365579 27551 194678 12617 7610 311 4696 48374 28636 2853 16885 74767 48771 8499 17497 163541 163541 106528 105992 113 423 21888 21888 48559 34963 3438 10158 38764 27018 2487 9259 194494 120153 15742 58599 21649 10763 10886 349124 168748 180376 110526 98172 9031 3323 14288 8717 1180 4391 6902 4211 570 2121 TAXES 8983 7979 734 270 DES./REST./PROJ. COSTS 1355759 1355759 STAFF ACTIVITY FEES 24911 15545 3789 5577 NAT'L PARK SERVICE EXP. 20979 20979 16909 11648 1871 3390 3729810 2812010 353084 564716 X 1287991 579596 0 708395 290298 14268252 1061055 424463 1340508 1349920 44108 49235 1647110 1626848 31593 20262 2767562 16112132 343801 649384 2839457 2827233 168564 131394 3351822 3608011 X -3024433 -2239024 2440173 14743145 -584260 12504121 2767562 16112132 13088381 0 X 0 1 X 1 0 X 2163307 2620843 3532141 4157021 17345942 29819254 2163307 2620843 3532141 4157021 17345942 29819254 11989544 17829710 1219 3957 6036 8436 31772 51420 886910 886910 30757584 0.57970 0.72280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 60000 0 0 60000 0 PART II-B, LINE 1: TO EDUCATE MEMBERS OF CONGRESS AND ADVOCATE FOR FEDERAL FUNDING OPPORTUNITIES TO SUPPORT THE NATIONAL MALL THAT INCLUDED, BUT ARE NOT LIMITED TO, CONGRESSIONAL APPROPRIATIONS, COMPETITITVE GRANTS AND OTHER POTENTIAL OPPORTUNITITIES AS THE MAY ARISE. 303756 206877 5419 10687 505365 251297 53534 305 1380 303756 237258 13478 561 251297 209519 27225 514 237258 209319 200 209519 0.00000 1.00000 0.00000 0 0 595324 591418 3906 86609 78445 8164 965177 956985 8192 20262 DEFERRED RENT 131394 131394 X 18117133 635805 663137 1298942 16818191 0 16818191 5028752 635805 663137 1298942 3729810 0 3729810 PART V, LINE 4: THE FUND IS INTENDED TO PROVIDE RELIABLE, SIGNIFICANT MONIES ON AN ANNUAL BASIS, IN PERPETUITY, FOR THE REPLACEMENT AND MAINTENANCE OF THE CHERRY TREE GROVE SURROUNDING THE TIDAL BASIN AND ADJACENT AREAS IN EAST AND WEST POTOMAC PARKS, NATIONAL MALL AND MEMORIAL PARKS. PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2019, THE TRUST HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE REPORTED AS EXPENSE ON THE FINANCIAL 663,137. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE REPORTED AS EXPENSE ON THE FINANCIAL 663,137. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B. ANNUAL BENEFIT GALA 1056956 952831 104125 335584 144897 24258 158398 1056956 952831 104125 335584 144897 24258 158398 663137 -559012 X X X X 0 0 0 0 0 0 0 0 0 CATHERINE J TOWNSEND PRESIDENT 246752 0 0 0 0 0 7500 0 11111 0 265363 0 0 0 TERESA DURKIN EXECUTIVE VICE PRESIDENT 208185 0 0 0 0 0 6450 0 22441 0 237076 0 0 0 X 3 35297 FMV X 4 9527 FMV 0 0 0 PART I, COLUMN (B): THIS COLUMN INCLUDES THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 2 THE ORGANIZATION CONDUCTED THREE NEW PROGRAMS, GOVERNMENT RELATIONS AND OUTREACH, PARTNERSHIP SUPPORT AND VOLUNTEER PROGRAMS, SEE PART III, LINES 4C-D FOR ADDITIONAL DETAILS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH THE POWER TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. IT WAS THEN PROVIDED TO THE ALL MEMBERS OF THE GOVERNING BODY FOR REVIEW AND COMMENTS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES OF THE TRUST MUST AVOID AND/OR DISCLOSE ANY ACTIVITY OR ASSOCIATIONS WHICH WOULD IN ANY WAY COMPROMISE THEIR ACTIONS ON BEHALF OF THE TRUST AND CREATE A CONFLICT OF INTEREST. THE TERM "CONFLICT OF INTEREST" DESCRIBES ANY CIRCUMSTANCE THAT WOULD CAST DOUBT ON AN EMPLOYEE'S ABILITY TO ACT WITH OBJECTIVITY WITH REGARD TO THE INTERESTS OF THE TRUST. ACTIVITIES WHICH COULD RAISE A QUESTION OF CONFLICT OF INTEREST INCLUDE, BUT ARE NOT LIMITED TO THE FOLLOWING: - TO CONDUCT BUSINESS ON BEHALF OF THE TRUST WITH THE EMPLOYEES' RELATIVE OR AN INDIVIDUAL WITH WHOM THE EMPLOYEE HAS A ROMANTIC OR PERSONAL RELATIONSHIP, OR WITH A BUSINESS TRUST OR FIRM IN WHICH THE EMPLOYEE, OR THE EMPLOYEE'S RELATIVE OR INDIVIDUAL WITH WHOM THE EMPLOYEE HAS A ROMANTIC RELATIONSHIP HAS A SIGNIFICANT ASSOCIATION, WHICH COULD GIVE RISE TO A CONFLICT OF INTEREST, WITHOUT FIRST DISCLOSING THE RELATIONSHIP AND OBTAINING WRITTEN APPROVAL FROM AN OFFICER OF THE TRUST. - TO SERVE IN AN ADVISORY, CONSULTATIVE, TECHNICAL OR MANAGERIAL CAPACITY FOR ANY NONAFFILIATED BUSINESS TRUST WITHOUT FIRST OBTAINING WRITTEN APPROVAL FROM THE PRESIDENT OF THE TRUST. - TO SOLICIT OR ACCEPT PERSONALLY MONETARY PAYMENTS OR TANGIBLE GIFTS WITH A VALUE GREATER THAN $100.00 FROM ANY PERSON OR FIRM WITH WHOM THE TRUST DOES BUSINESS WITHOUT REPORTING THE MATTER IMMEDIATELY TO THE EMPLOYEE'S SUPERVISOR. IN ORDER TO MAINTAIN THE INTEGRITY OF THE TRUST, AND TO AVOID EVEN THE APPEARANCE OF IMPROPRIETY, IT IS ESSENTIAL THAT EMPLOYEES DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST TO THEIR SUPERVISOR AS SOON AS THEY BECOME AWARE OF SUCH A POTENTIAL CONFLICT. IF EMPLOYEES HAVE EVEN THE SLIGHTEST CONCERN THAT A PARTICULAR CONDUCT MAY CONSTITUTE A CONFLICT OF INTEREST, THEY SHOULD CONTACT THEIR SUPERVISOR. MATERIAL CONFLICTS OF INTEREST: INDIVIDUALS COVERED BY THIS POLICY DO NOT SOLICIT OR ENTER INTO FINANCIAL TRANSACTIONS WITH THE TRUST EXCEPT UPON THE FOLLOWING CONDITIONS: - THE INDIVIDUAL INVOLVED IDENTIFIES THE POTENTIAL CONFLICT TO THE BOARD OR COMMITTEE; - THE INDIVIDUAL FULLY DISCLOSES ALL FACTS RELEVANT TO THE PROPOSED FINANCIAL TRANSACTION; - THE BOARD OR COMMITTEE CONDUCTS APPROPRIATE DUE DILIGENCE IN DETERMINING WHETHER TO ENTER THE PROPOSED TRANSACTION; - THE INDIVIDUAL ABSENTS HIM OR HERSELF FROM THE MEETING DURING ANY DISCUSSION OF THE MATTER AND REFRAINS FROM VOTING ON IT, AND - THE MINUTES OF THE MEETING OF THE BOARD OR COMMITTEE REFLECTS THAT THE CONFLICT OF INTEREST WAS DISCLOSED, THAT THE INTERESTED PERSON WAS NOT PRESENT DURING THE FINAL DISCUSSION OR VOTE, AND THAT THE INTERESTED PERSON DID NOT VOTE. RECOGNIZING THAT MANY CONTRACTING AND OTHER FINANCIAL COMMITMENTS ARE ENTERED INTO BY AUTHORIZED STAFF AND NOT THE BOARD OR COMMITTEE, A BOARD MEMBER HAS AN AFFIRMATIVE DUTY TO DISCLOSE ANY INTEREST IN ANY FINANCIAL TRANSACTION WITH THE TRUST. INTERESTS INCLUDE THAT OF THE INDIVIDUAL AND RELATED PARTIES. SUCH TRANSACTIONS WILL BE DISCOURAGED AND EVALUATED ON A CASE-BY-CASE BASIS. EXCEPTIONS WILL ONLY BE PERMITTED IF THE TRANSACTION IS IN THE BEST INTEREST OF THE TRUST AND THE TRANSACTION IS APPROVED BY THE EXECUTIVE COMMITTEE OR BOARD IN ACCORDANCE WITH THE CONDITIONS OUTLINED ABOVE. THIS PROVISION WILL CONTINUE TO APPLY FOR A PERIOD OF ONE YEAR AFTER THE BOARD MEMBER'S BOARD SERVICE ENDS. FORM 990, PART VI, SECTION B, LINE 15A THE TRUST FOR THE NATIONAL MALL UTILIZES SALARY SURVEY MARKET INFORMATION AND THE USE OF AN OUTSIDE PROFESSIONAL RECRUITING FIRM. THE COMPENSATION PROCESS IS DISCUSSED AND DOCUMENTED IN STAFF EMPLOYMENT CONTRACTS. THE LAST COMPENSATION REVIEW TOOK PLACE IN MARCH 2019. TOGETHER, THE PRESIDENT, FINANCE COMMITTEE AND BOARD ARE RESPONSIBLE FOR DETERMINING THE COMPENSATION OF OTHER OFFICERS AND STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.