2019-01-31T09:56:26-06:00 2018-03-31 420714325 RSM US LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 20878 990 2017-04-01 541426643 AMERICAN BATTLEFIELD TRUST AMER 3016651400 1140 PROFESSIONAL COURT HAGERSTOWN MD 21740 O JAMES LIGHTHIZER PRESIDENT 3016651400 2019-01-28 1 WILLIAM E TURCO CPA P00369217 3012963600 108.171.130.188 2019-01-28 13:54:22 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 00BFBB601F26E6691F3C42FDB75EEBE807206D5E 2017 2019-02-21 02:37:17Z CIVIL WAR TRUST O JAMES LIGHTHIZER 1140 PROFESSIONAL COURT HAGERSTOWN MD 21740 38760715 0 X WWW.BATTLEFIELDS.ORG X 1987 VA THE AMERICAN BATTLEFIELD TRUST PRESERVES AMERICA'S HALLOWED BATTLEGROUNDS AND EDUCATES THE PUBLIC ABOUT WHAT HAPPENED THERE AND WHY IT MATTERS. TO FACILITATE AWARENESS, APPRECIATION AND PROTECTION OF THE HISTORICAL, CULTURAL AND ENVIRONMENTAL HERITAGE OF THE UNITED STATES THROUGH PROTECTION OF BATTLEFIELDS, INCLUDING BUT NOT LIMITED TO THOSE RELATED TO THE CIVIL WAR AND OTHER WARS AND MILITARY CONFLICTS IN AMERICAN HISTORY, WITH THE ULTIMATE INTENTION OF ENSURING THEIR PERPETUAL PRESERVATION. 29 28 68 60 0 4438 30896562 37992722 196554 193471 14091 19321 707455 319094 31814662 38524608 5197626 5534411 0 0 4250757 4496755 0 62153 2212115 8436173 8521748 17884556 18615067 13930106 19909541 113283388 132745796 5369871 4891602 107913517 127854194 X THE AMERICAN BATTLEFIELD TRUST PRESERVES AMERICA'S HALLOWED BATTLEGROUNDS AND EDUCATES THE PUBLIC ABOUT WHAT HAPPENED THERE AND WHY IT MATTERS. TO FACILITATE AWARENESS, APPRECIATION AND PROTECTION OF THE HISTORICAL, CULTURAL AND ENVIRONMENTAL HERITAGE OF THE UNITED STATES THROUGH PROTECTION OF BATTLEFIELDS, INCLUDING BUT NOT LIMITED TO THOSE RELATED TO THE CIVIL WAR AND OTHER WARS AND MILITARY CONFLICTS IN AMERICAN HISTORY, WITH THE ULTIMATE INTENTION OF ENSURING THEIR PERPETUAL PRESERVATION. 0 0 9768117 5534011 LAND:IN 2017, THE AMERICAN BATTLEFIELD TRUST (THE "TRUST") ACHIEVED RECORD SUCCESS IN SAVING AMERICA'S UNPROTECTED REVOLUTIONARY WAR, WAR OF 1812 AND CIVIL WAR BATTLEFIELDS ENDANGERED BY SPRAWL. THROUGH ACQUISITIONS AND GRANTS, THE TRUST PRESERVED 3,218 ACRES WITH 46 COMPLETED TRANSACTIONS AT 33 BATTLEFIELDS IN 12 STATES, INCLUDING: PRAIRIE D'ANE, AR, PRAIRIE GROVE, AR, KETTLE CREEK, GA, MONOCACY, MD, SOUTH MOUNTAIN, MD, CARTHAGE, MO, CHAMPION HILL, MS, CORINTH, MS, VICKSBURG, MS, BENTONVILLE, NC, FORT ANN, NY, SACKET'S HARBOR, NY, GETTYSBURG, PA, EUTAW SPRINGS, SC, HANGING ROCK, SC, CHATTANOOGA, TN, FORT DONELSON, TN, SHILOH, TN, PARKERS CROSSROADS, TN, APPOMATTOX COURT HOUSE, VA, BRISTOE STATION, VA, CEDAR CREEK, VA, COLD HARBOR, VA, FREDERICKSBURG, VA, GAINES MILL, VA, KELLY'S FORD, VA, NEW MARKET HEIGHTS, VA, SECOND MANASSAS, VA, TREVILIAN STATION, VA, UPPERVILLE, VA, GREENBRIER, WV AND HARPERS FERRY, WV. 3561976 400 193471 MEMBERSHIP:THE AMERICAN BATTLEFIELD TRUST IS A MEMBERSHIP-BASED ORGANIZATION WITH APPROXIMATELY 48,000 ACTIVE MEMBERS FROM ALL 50 STATES, AND MORE THAN A DOZEN TERRITORIES AND OTHER NATIONS. EACH QUARTER, EVERY MEMBER RECEIVES OUR 48-PAGE MAGAZINE, HALLOWED GROUND, AS A FREE EDUCATIONAL MEMBERSHIP BENEFIT. THE MAGAZINE HIGHLIGHTS HOW THEIR DIRECT SUPPORT HELPS PRESERVE ENDANGERED CIVIL WAR AND REVOLUTIONARY WAR BATTLEFIELD LAND, ADVANCES THE CAUSE OF EDUCATION ABOUT THIS KEY PERIOD IN OUR NATION'S HISTORY, AND EDUCATES THEM DIRECTLY ON HISTORICAL ELEMENTS OF IMPORTANCE ABOUT THE NATION'S FIRST 100 YEARS, AND LAND PRESERVATION. THE TRUST DEPENDS UPON ITS MEMBERS AND SUPPORTERS TO HELP FULFILL ITS BATTLEFIELD PRESERVATION AND EDUCATION MISSIONS EVERY YEAR THROUGH THEIR DUES PAYMENTS, AS WELL AS ADDITIONAL CHARITABLE GIFTS. THE TRUST ALSO HAS A MAJOR DONOR SOCIETY, AS A SUBSET OF ITS OVERALL MEMBERSHIP, CALLED "THE COLOR BEARERS," COMPRISED OF THOSE MEMBERS WHO MAKE DUES PAYMENTS OF $1,000 OR MORE ANNUALLY. TOTAL MEMBERSHIP IN THIS GROUP WAS APPROXIMATELY 1,250 MEMBERS AT THE END OF THE FISCAL YEAR. THE TRUST ALSO RECOGNIZES THOSE NEARLY 1,200 MEMBERS WHO HAVE ALSO MADE A PLANNED GIFT TO PRESERVATION IN A SPECIAL GROUP CALLED "THE HONOR GUARD." FURTHER, THE TRUST ENJOYS THE SUPPORT OF MORE THAN 340,000 FACEBOOK "FOLLOWERS," OPENING A NEW POOL OF POTENTIAL SUPPORTERS. 2268856 257323 EDUCATION:THIS FISCAL YEAR, THE EDUCATION DEPARTMENT HOSTED ITS 17TH ANNUAL TEACHER INSTITUTE IN MEMPHIS, TN. MORE THAN 185 EDUCATORS FROM ACROSS THE COUNTRY PARTICIPATED IN THIS 3-DAY PROFESSIONAL DEVELOPMENT EXPERIENCE, OFFERED FREE OF CHARGE. ADDITIONAL "GENERATIONS" EVENTS, DESIGNED TO HELP PARENTS INSTILL A PASSION FOR HISTORY IN THEIR CHILDREN, WERE HELD ON SEVERAL BATTLEFIELDS THE EDUCATION DEPARTMENT EXPANDED ITS MANY VIDEO OFFERINGS INCLUDING THE ADDITION OF A NUMEROUS LIVE BATTLEFIELD PRODUCTIONS. OUR FIELD TRIP FUND HELPED TO SEND MORE THAN 4,000 STUDENTS TO HISTORIC SITES. DEPARTMENT STAFF ALSO PRODUCED MORE THAN 80 WEB ARTICLES. 15598949 1 1 0 1 0 0 1 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 143 0 1 68 1 1 1 0 0 0 0 1 1 0 0 0 0 X 29 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MS MN MO MT NC ND NE NJ NH NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV WY X X RUTH HUDSPETH 3016651400 1140 PROFESSIONAL COURT HAGERSTOWN MD 21740 JEFF RODEK CHAIRMAN 4.00 X X 0 0 0 THOMAS H LAUER VICE-CHAIRMAN 4.00 X X 0 0 0 STEPHAN F NEWHOUSE TREASURER 4.00 X X 0 0 0 WILLIAM VODRA SECRETARY 4.00 X X 0 0 0 DR MARY M ABROE TRUSTEE 1.00 X 0 0 0 TRACE ADKINS TRUSTEE 1.00 X 0 0 0 TRAVIS ANDERSON TRUSTEE 1.00 X 0 0 0 HARRISON M BAINS JR TRUSTEE 1.00 X 0 0 0 DON BARRETT TRUSTEE 1.00 X 0 0 0 EDWIN C BEARSS TRUSTEE 1.00 X 0 0 0 PAUL W BRYANT TRUSTEE 1.00 X 0 0 0 TERRY BEATY TRUSTEE 1.00 X 0 0 0 KIRK J BRADLEY TRUSTEE 1.00 X 0 0 0 WALTER W BUCKLEY JR TRUSTEE 1.00 X 0 0 0 JOHN CAMPBELL TRUSTEE 1.00 X 0 0 0 CARLTON B CRENSHAW TRUSTEE 1.00 X 0 0 0 JEFF DAHLGREN TRUSTEE 1.00 X 0 0 0 ROBERT C DAUM TRUSTEE 1.00 X 0 0 0 VINCE DOOLEY TRUSTEE 1.00 X 0 0 0 LESTER FANT TRUSTEE 1.00 X 0 0 0 DR GARY GALLAHER TRUSTEE 1.00 X 0 0 0 BRUCE C GOTTWALD TRUSTEE 1.00 X 0 0 0 MICHAEL GRAINGER TRUSTEE 1.00 X 0 0 0 WILLIAM J HUPP TRUSTEE 1.00 X 0 0 0 STEVE ISRAEL TRUSTEE 1.00 X 0 0 0 KATE KELLY TRUSTEE 1.00 X 0 0 0 DUKE R LIGON TRUSTEE 1.00 X 0 0 0 JEFFREY P MCCLANATHAN TRUSTEE 1.00 X 0 0 0 LT GEN RICHARD MILLS TRUSTEE 1.00 X 0 0 0 JOHN NAU III TRUSTEE 1.00 X 0 0 0 J DENNIS SEXTON TRUSTEE 1.00 X 0 0 0 MADHU TADIKONDA TRUSTEE 1.00 X 0 0 0 ROBERT UHLER TRUSTEE 1.00 X 0 0 0 SUSAN WHITAKER TRUSTEE 1.00 X 0 0 0 O JAMES LIGHTHIZER PRESIDENT 60.00 X X 261920 0 101970 STEPHEN WYNGARDEN SECRETARY/CAO 40.00 X 121779 0 37031 RUTH E HUDSPETH CFO 50.00 X 137615 0 18913 DAVID N DUNCAN CHIEF DEVELOPMENT OFFICER 50.00 X 226711 0 13768 THOMAS M GILMORE DIR. REAL ESTATE 50.00 X 206977 0 38338 JAMES J CAMPI DIR. POLICY & MEDIA 50.00 X 164394 0 20547 GARRY E ADELMAN DIR. HISTORY & EDUC. 50.00 X 145552 0 38711 SAMUEL F DELUCA SENIOR VP, MAJOR GIVING 50.00 X 116113 0 31707 KATHLEEN ROBERTSON DEPUTY DIRECTOR OF RE 50.00 X 101340 0 16507 1482401 0 317492 9 0 1 0 ENVELOPES UNLIMITED 649 N HORNERS LANE ROCKVILLE MD 20850 PRINTING, PRODUCTION & MAILING APPEALS, 554059 NAVISTAR DIRECT MAIL 4612 NAVISTAR DR FREDERICK MD 21703 PRINTING, PRODUCTION & MAILING APPEALS, 367948 STRATEGIC PARTNERSHIP LLC 1729 KING ST STE 100 ALEXANDRIA VA 22314 CONSULTING 228048 FREEFLOW DIGITAL LLC 315 W BROADWAYS ST STE 300 EUGENE OR 97401 WEB CONSULTING 157995 BLACKBAUD PO BOX 930256 ATLANTA GA 311930256 WEB SERVICE FEE & SERVICE AGREEMENT 152376 7 110684 4110141 6125799 27646098 14055265 37992722 CONFERENCE REGISTRATIO 900099 193471 193471 193471 22451 22451 65841 65841 228307 223246 5061 5061 5061 600 3730 -3130 -3130 -3130 214935 9131 205804 205804 OTHER REVENUE 900099 42388 42388 42388 38524608 441663 0 90223 5534411 5534411 1293063 862775 175959 254329 2440656 1628488 332122 480046 89294 59580 12151 17563 427596 285306 58187 84103 246146 164237 33495 48414 101225 80162 17063 4000 52218 37249 5222 9747 188473 188473 62153 62153 1031211 905468 4873 120870 134056 132891 1165 2079426 1274701 30117 774608 848917 771018 16446 61453 911263 755369 38672 117222 267633 226090 15054 26489 324525 298498 19464 6563 102177 102177 389320 365160 9730 14430 119892 104674 7609 7609 MEMBERSHIP FULFILLMENT 1009215 1009215 LAND MAINTENANCE 658934 543517 367 115050 EDUCATIONAL PROGRAMS 198719 198719 DUES/FEES/SUBSCRIPTIONS 62197 46296 12628 3273 42347 24475 14844 3028 18615067 15598949 804003 2212115 76529 340967 8382213 9887150 2140458 301000 46688 46688 1208371 1362586 121640684 1524089 100798416 120116595 630713 690810 113283388 132745796 485048 367146 152115 117809 3859372 3563332 873336 843315 5369871 4891602 X 8457611 9067249 99455906 118786945 107913517 127854194 113283388 132745796 X 19909541 31136 X 0 1 X 1 1 1 X 23402917 5107417 23242281 30896562 37992722 120641899 23402917 5107417 23242281 30896562 37992722 120641899 7780070 112861829 270850 38897 197894 284631 316599 1108871 58160 43334 51956 51628 42388 247466 121998236 1525895 0.92510 0.98890 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2013 AMOUNT: $ 58,160. 2014 AMOUNT: $ 43,334. 2015 AMOUNT: $ 51,956. 2016 AMOUNT: $ 51,628. 2017 AMOUNT: $ 42,388. 838 207999 208837 18638607 18847444 1000000 250000 0 0 1343044 1000000 1000000 1000000 4343044 6514566 262600 190050 191098 208837 852585 335761 250000 250000 250000 1085761 1628642 233 315 499 838 1885 X X 10 308.00 2 1 1 200.00 7644 1 112457121 112457121 582053 136051 446002 7974294 975576 6998718 627216 412462 214754 120116595 DEFERRED RENT 158282 DEFERRED COMPENSATION PAYABLE 681739 FAIR VALUE OF INTEREST RATE SWAP 3294 843315 X 38796470 25891 10464 36355 38760115 -235507 -235507 38524608 18882345 25891 241387 267278 18615067 0 18615067 PART II, LINE 9: CONSERVATION EASEMENTS ARE RECORDED AS AN ASSET ON THE BALANCE SHEET. THE ORGANIZATION HAS A WRITTEN DOCUMENT REGARDING THE PERIODIC MONITORING, INSPECTION, VIOLATIONS, AND ENFORCEMENT OF THE CONSERVATION EASEMENTS IT HOLDS. PART X, LINE 2: ABT AND EBDF ARE GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AFBP IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE. IN ADDITION, ABT AND EBDF QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTIONS AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS. CONTRIBUTIONS TO AFBP ARE NOT DEDUCTIBLE TO DONORS. INCOME THAT IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. NEITHER ABT, AFBP NOR EBDF HAD NET UNRELATED BUSINESS INCOME FOR THE YEAR ENDED MARCH 31, 2018. MANAGEMENT EVALUATED ABT, AFBP AND EBDF'S TAX POSITIONS AND CONCLUDED THAT THEY HAVE TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: AFBP REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENT 10,464. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF SALES REPORTED ON PART VIII, LINE 10B -9,131. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B -223,246. LOSS ON DISPOSAL REPORTED ON PART VIII, LINE 7C -3,130. PART XII, LINE 2D - OTHER ADJUSTMENTS: AFBP & EBDF EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENT 9,010. COST OF SALES REPORTED ON PART VIII, LINE 10B 9,131. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 223,246. PART II, LINE 5 THE ORGANIZATION HAS A WRITTEN DOCUMENT REGARDING THE PERIODIC MONITORING, INSPECTION, VIOLATIONS, AND ENFORCEMENT OF THE CONSERVATION EASEMENTS IT HOLDS. X 1 PUBLIC INTEREST COMMUNICATIONS 7700 LEESBURG PIKE STE 301 FALLS CHURCH VA 22043 TELEPHONE SOLICITATIONS 0 97390 62153 35237 97390 62153 35237 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 US DEPT OF THE INTERIOR NPS 1849 C STREET NW WASHINGTON DC 20240 530197094 GOVERN 1207907 APPRAISAL LAND BATTLEFIELD PRESERVATION STATE OF NORTH CAROLINA DCR 1321 MAIL SERVICE CENTER RALEIGH NC 27699 566062189 GOVERN 391539 APPRAISAL LAND BATTLEFIELD PRESERVATION STATE OF MARYLAND DNR 580 TAYLOR AVE ANNAPOLIS MD 21401 526009000 GOVERN 416057 APPRAISAL LAND BATTLEFIELD PRESERVATION COMMONWEALTH OF KENTUCKY PO BOX 1150 FRANKFORT KY 40602 610600439 GOVERN 85357 APPRAISAL LAND BATTLEFIELD PRESERVATION JEFFERON CO HISTORIC LANDMARKS COMMISSION PO BOX 23 CHARLES TOWN WV 25414 453213370 GOVERN 466663 APPRAISAL LAND BATTLEFIELD PRESERVATION TOWN OF FORT ANN 80 GEORGE STREET FORT ANN NY 12827 146002183 GOVERN 363333 APPRAISAL LAND BATTLEFIELD PRESERVATION SOUTH CAROLINA BATTLEGROUND PRES TRUST PO BOX 80668 CHARLESTON SC 29416 541004102 501(C)(3) 603710 APPRAISAL LAND BATTLEFIELD PRESERVATION CAPITAL REGION LAND CONSERVANCY PO BOX 17306 RICHMOND VA 23226 202797635 501(C)(3) 110000 APPRAISAL LAND BATTLEFIELD PRESERVATION OZARK REGIONAL LAND TRUST PO BOX 440007 ST LOUIS MO 63144 431304715 501(C)(3) 137915 TO AID IN ACQUIRING AN EASEMENT ON 180 ACRE MANEFEE TRACT, CARTHAGE, MO JEFFERSON CO HISTORIC LANDMARKS COMMISSION 736 GEORGIA AVE SUITE 106 CHATTANOOGA TN 37402 453213370 501(C)(3) 1017485 TO AID IN ACQUING 200 ACRE OLD STANDARD LAND CO., HARPER'S FERRY, WV HISTORIC GREEN SPRINGS PO BOX 1685 LOUISA VA 230931685 237230027 501(C)(3) 8720 GRANT FOR APPRAISAL ON LUCAS TRACT, LOUISA, VA SHENANDOAH VALLEY BATTLEFIELDS FOUNDATION PO BOX 897 NEW MARKET VA 22844 542007460 501(C)(3) 100000 TO ASSIST IN ACQUISITION OF THE 26.2884 ACRE WEST TRACT, THIRD WINCHESTER. VA WEST VIRGINIA LAND TRUST PO BOX 11823 CHARLESTON WV 25339 550740909 501(C)(3) 20000 TO ASSIST IN ACQUIRING OF THE 14 ACRE WARNER TRACT, GREENBRIER RIVER, VW NPS - ABPP 1201 I ST NW 6TH FLOOR WASHINGTON DC 20005 140001849 GOVERN 239267 FOR PATHWAYS STUDENT INTAKE POSITION, HIRE NEW EMPLOYEE, HIRE NCSHPO NEW EMPLOYEE, MATCH OF PRESIDENT TRUMP'S GIFT TO ANTIETAM VA DEPARTMENT OF HISTORIC RESOURCES 2801 KENSINGTON AVE RICHMOND VA 23221 540805908 GOVERN 152279 TO ASSIST IN CONSERVATION EASEMENT OF 135 ACRE GREGG TRACT, KELLY'S FORD, VA; TO AID IN ACQUIRING IN 113.4 LOCKETT GARNETT TRACT, SAILORS CREEK, VA AMERICANS FOR BATTLEFIELD PRESERVATION 1156 15 ST SUITE 900 WASHINGTON DC 20005 043843239 501(C)(4) 20000 GRANT FOR ONGOING OPERATIONS SOUTH CAROLINA BATTLEFIELD PRESERVATION TRUST PO BOX 80668 CHARLESTON SC 29416 541004102 501(C)(3) 163435 ENVIRONMENTAL REPORT ON HORTON TRACT, HANGING ROCK, SC; TO AID IN THE ACQUISITION OF THE 1 ACRE HORTON TRACT, HANGING ROCK, SC; TO AID IN THE ACQUISITION OF THE 10.4 ACRE DANIELS TRACT, EUTAW SPRINGS, SC 16 1 PART I, LINE 2: MOST OF THE GRANTS ISSUED ARE REIMBURSEMENT GRANTS TO AID IN ACQUIRING LAND OR CONSERVATION EASEMENTS. THE GRANT IS NOT ISSUED UNTIL THE LAND OR EASEMENT HAS BEEN ACQUIRED OR AT THE TIME OF SETTLEMENT. THESE TYPES OF GRANT DO NOT NEED MONITORING. X X 0 1 0 0 0 0 0 0 0 O JAMES LIGHTHIZER PRESIDENT 261920 0 0 0 0 0 75715 0 28036 0 365671 0 0 0 STEPHEN WYNGARDEN SECRETARY/CAO 121779 0 0 0 0 0 5702 0 33381 0 160862 0 0 0 RUTH E HUDSPETH CFO 137615 0 0 0 0 0 8256 0 12760 0 158631 0 0 0 DAVID N DUNCAN CHIEF DEVELOPMENT OFFICER 226711 0 0 0 0 0 13603 0 2268 0 242582 0 0 0 THOMAS M GILMORE DIR. REAL ESTATE 206977 0 0 0 0 0 12419 0 28022 0 247418 0 0 0 JAMES J CAMPI DIR. POLICY & MEDIA 164394 0 0 0 0 0 9864 0 12786 0 187044 0 0 0 GARRY E ADELMAN DIR. HISTORY & EDUC. 145552 0 0 0 0 0 7278 0 33536 0 186366 0 0 0 PART I, LINE 4B O. JAMES LIGHTHIZER, PRESIDENT, PARTICIPATES IN DEFERRED COMPENSATION PLAN. THE ORGANIZATION CONTRIBUTED $43,500 TO THE PLAN IN THE CURRENT YEAR. A ECONOMIC DEVELOPMENT AUTHORITY SPOTSYLVANIA COUNTY VIRGINIA 541237426 2010-04-07 5400000 TO REFUND A PRIOR ISSUE DATED 05/22/07 0 0 0 A 1800000 5400000 5400000 2010 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 1 SUNTRUST BANKS INC 10.000000000000 0 0 0 0 1 A 1 X 500 INVOICE X 7 14031500 APPRAISAL X 8 14031500 APPRAISAL X CIVIL WAR PRINTS & MAPS 50 20755 INVOICE X CIVIL WAR SCULPTURES 5 2510 INVOICE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B AUDIT COMMITTEE MEMBERS, CHAIRMAN OF THE ABT BOARD, PRESIDENT, COO, CFO AND KEY EMPLOYEES REVIEW THE 990 INITIALLY. IF ANY CORRECTIONS NEED TO BE MADE, THE AUDITING FIRM IS NOTIFIED. AFTER THE CORRECTIONS, THE 990 IS THEN DISTRIBUTED TO THE WHOLE BOARD OF TRUSTEES BEFORE THE 990 IS FILED EITHER IN PAPER OR ELECTRONIC FORM. FORM 990, PART VI, SECTION B, LINE 12C WHENEVER A TRUSTEE HAS A POTENTIAL DIRECT OR INDIRECT PERSONAL INTEREST IN A PROPOSED TRANSACTION OF THE CORPORATION, HE SHALL DISCLOSE THE MATERIAL FACTS OF THE TRANSACTION, THE NATURE OF HIS POTENTIAL INTEREST IN THE TRANSACTION, AND ANY OTHER RELEVANT INFORMATION REGARDING THE TRANSACTION TO THE BOARD OF TRUSTEES. THEREAFTER, THE TRUSTEE SHALL NOT BE PERMITTED TO PARTICIPATE IN THE FINAL BOARD DELIBERATION REGARDING SUCH TRANSACTION, AND SHALL NOT BE PERMITTED TO VOTE ON SUCH TRANSACTION. THE BOARD OF TRUSTEES REVIEW THE CONFLICT OF INTEREST POLICY ON A YEARLY BASIS. FORM 990, PART VI, SECTION B, LINE 15 AMERICAN BATTLEFIELD TRUST WILL PAY SALARIES THAT ARE COMPETITIVE WITH THOSE PAID FOR COMPARABLE POSITIONS IN OTHER NON-PROFIT ORGANIZATIONS. EACH EMPLOYEE'S SALARY IS REVIEWED ANNUALLY. SALARY ADJUSTMENTS, IF ANY, WILL BE DISCUSSED AT THIS TIME AS WELL. SALARY ADJUSTMENTS WILL BE PREPARED AND RECOMMENDATIONS WILL BE MADE AT THE TIME THE BUDGET IS PRESENTED TO THE BOARD. IF APPROVED, THEY WILL BECOME EFFECTIVE AT THE PRESIDENT'S DISCRETION. THE PRESIDENT'S SALARY AND BENEFIT PACKAGE IS REVIEWED BY AN OUTSIDE CONSULTING FIRM AND THEN APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WILL BE PROVIDED UPON REQUEST TO THE PUBLIC. OUR AUDITED FINANCIALS AND FORM 990 ARE ON THE AMERICAN BATTLEFIELD TRUST WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF THE SWAP 31,138. VARIANCE -2. FORM 990, PAGE 1, PRIOR YEAR COLUMN: THE PRIOR YEAR'S NUMBERS LISTED ON PAGE 1 ARE ONLY FOR THE FIRST THREE MONTHS OF 2015 (JANUARY 1, 2015 THROUGH MARCH 31, 2015). AMERICANS FOR BATTLEFIELD PRESERVATION 1156 15TH ST NW SUITE 900 WASHINGTON DC 20005 403843239 SEE PART VII OF SCHEDULE R DC 501(C)(4) AMERICAN BATTLEFIELD TRUST 1 ENDANGERED BATTLEFIELD DEFENSE FUND 7777 WASHINGTON AVENUE HOUSTON TX 77007 271035136 TO CARRY OUT THE PURPOSES OF THE AMERICAN BATTLEFIELD TRUST VA 501(C)(3) LINE 12B, II AMERICAN BATTLEFIELD TRUST 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 FORM 990, SCHEDULE R, PART II, LINE B THE MISSION OF AMERICANS FOR BATTLEFIELD PRESERVATION (AFBP) IS TO PROMOTE AWARENESS OF THE PLIGHT OF OUR NATION'S REMAINING HALLOWED BATTLEGROUNDS. IT IS A STRICTLY NON-PARTISAN ORGANIZATION THAT SEEKS TO BUILD SUPPORT FOR BATTLEFIELD PRESERVATION AMONG ALL LAWMAKERS ON ALL LEVELS OF GOVERNMENT. THE ORGANIZATION'S PRIMARY FOCUS IS TO ENCOURAGE LAWMAKERS ON THE FEDERAL, STATE AND LOCAL LEVELS TO ALLOCATE PUBLIC FUNDS FOR BATTLEFIELD PRESERVATION. IN ADDITION, AFBP SUPPORTS LOCAL OFFICIALS FOR PUBLIC OFFICE IN A VERY LIMITED NUMBER OF TARGETED COMMUNITIES, PLUS TRAINS LOCAL PEOPLE ABOUT HOW TO SUCCESSFULLY CONDUCT COMMUNITY GRASSROOTS ORGANIZING, FUNDRAISING, AND EFFECTIVE USE OF MEDIA.