AMERICAN BATTLEFIELD TR: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN BATTLEFIELD TR (EIN 54-1426643)
- Tax period
- 2016-04-01 to 2017-03-31
- Filed
- 2017-11-13
- IRS object ID
- 201743179349305424
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T14:07:11-06:00 | ReturnTs |
| Tax Period End | 2017-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9737 WASHINGTONIAN BLVD 400 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208787340 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541426643 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIVIL WAR PRESERVATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CIVI | BusinessNameControlTxt |
| Phone | 3016651400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 PROFESSIONAL COURT | AddressLine1Txt |
| City | HAGERSTOWN | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21740 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | O JAMES LIGHTHIZER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3016651400 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM E TURCO CPA | PreparerPersonNm |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 15:06:55 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B807BA4C69A73CA6C24C1450FD5847F62F078646 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C19F5D3F195EC13517A150B69ABBCB37DF598FBC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIVIL WAR TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | O JAMES LIGHTHIZER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 PROFESSIONAL COURT | AddressLine1Txt |
| City | HAGERSTOWN | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,998,339 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CIVILWAR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | THE PRESERVATION OF AMERICA'S SIGNIFICANT BATTLEFIELDS BY PROTECTING THE LAND AND EDUCATING THE PUBLIC ABOUT THE VITAL ROLES THOSE BATTLEFIELDS PLAYED IN DIRECTING THE COURSE OF OUR NATION'S HISTORY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 62 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $23,242,281 | PYContributionsGrantsAmt |
| CY Contributions Grants | $30,896,562 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $171,525 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $196,554 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,126 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,091 | CYInvestmentIncomeAmt |
| PY Other Revenue | $92,706 | PYOtherRevenueAmt |
| CY Other Revenue | $707,455 | CYOtherRevenueAmt |
| PY Total Revenue | $23,526,638 | PYTotalRevenueAmt |
| CY Total Revenue | $31,814,662 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,634,859 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,197,626 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,914,299 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,250,757 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,879,008 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,725,369 | PYOtherExpensesAmt |
| CY Other Expenses | $8,436,173 | CYOtherExpensesAmt |
| PY Total Expenses | $23,274,527 | PYTotalExpensesAmt |
| CY Total Expenses | $17,884,556 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $252,111 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,930,106 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $99,601,338 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,324,016 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,669,630 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,410,499 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $93,931,708 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $107,913,517 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PRESERVATION OF AMERICA'S SIGNIFICANT BATTLEFIELDS BY PROTECTING THE LAND AND EDUCATING THE PUBLIC ABOUT THE VITAL ROLES THOSE BATTLEFIELDS PLAYED IN DIRECTING THE COURSE OF OUR NATION'S HISTORY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,480,984 | ExpenseAmt |
| Grant | $5,197,626 | GrantAmt |
| Desc | LAND:IN 2016, THE CIVIL WAR TRUST (THE "TRUST") ACHIEVED RECORD SUCCESS IN SAVING AMERICA'S UNPROTECTED CIVIL WAR BATTLEFIELDS ENDANGERED BY SPRAWL. THROUGH ACQUISITIONS AND GRANTS, THE TRUST PRESERVED 2,545 ACRES IN 39 COMPLETED TRANSACTIONS AT 29 BATTLEFIELDS IN 10 STATES, INCLUDING: ROCKY FACE RIDGE, AR, MILL SPRINGS, KY, PERRYVILLE, KY, ANTIETAM, MD, SOUTH MOUNTAIN, MD, WILLIAMSPORT, MD, CHAMPION HILL, MS, CORINTH, MS, PORT GIBSON, MS, AVERASBORO, NC, BENTONVILLE, NC, HONEY SPRINGS, OK, GETTYSBURG, PA, CHATTANOOGA, TN, FORT DONELSON, TN, STONES RIVER, TN, APPOMATTOX COURT HOUSE, VA, BRANDY STATION, VA, CEDAR MOUNTAIN, VA, CHANCELLORSVILLE, VA, COLD HARBOR, VA, FREDERICKSBURG, VA, GAINES MILL, VA, KERNSTOWN, VA, REAMS STATION, VA, SECOND MANASSAS, VA, STAFFORD COUNTY, VA, TREVILIAN STATION, VA WILLIAMSBURG, VA AND SHEPHERDSTOWN, WV. THE TRUST ALSO PRESERVED 152 ACRES WITH 4 REVOLUTIONARY WAR BATTLEFIELD TRANSACTIONS, INCLUDING PRINCETON, NJ, BRANDYWINE, PA, SIEGE OF CHARLESTON, SC AND WAXHAWS, SC. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,672,949 | ExpenseAmt |
| Revenue | $196,554 | RevenueAmt |
| Desc | MEMBERSHIP:THE CIVIL WAR TRUST IS A MEMBERSHIP-BASED ORGANIZATION WITH APPROXIMATELY 47,000 ACTIVE MEMBERS. EACH QUARTER, EVERY MEMBER RECEIVES OUR 48-PAGE MAGAZINE, HALLOWED GROUND, AS 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 1,200 MEMBERS AT THE END OF THE FISCAL YEAR. THE TRUST ALSO ENJOYS THE SUPPORT OF APPROXIMATELY 300,000 FACEBOOK "FANS," OPENING A NEW POOL OF POTENTIAL SUPPORTERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,104,735 | ExpenseAmt |
| Revenue | $620,592 | RevenueAmt |
| Desc | EDUCATION:THIS FISCAL YEAR, THE EDUCATION DEPARTMENT HOSTED ITS 16TH ANNUAL TEACHER INSTITUTE IN RICHMOND, VA. MORE THAN 180 TEACHERS FROM ACROSS THE COUNTRY PARTICIPATED IN THIS 3-DAY PROFESSIONAL DEVELOPMENT EXPERIENCE, OFFERED FREE OF CHARGE. WE ALSO GREW TO MORE THAN 1,000 OUR TEACHERS REGIMENT, A COMMUNITY OF EDUCATORS, SHARING IDEAS AND RESOURCES ABOUT TEACHING THE CIVIL WAR. THE EDUCATION DEPARTMENT EXPANDED ITS MANY VIDEO OFFERINGS INCLUDING THE ADDITION OF A NEW SERIES, YOUR STATE IN THE CIVIL WAR AND PRODUCED ITS FIRST VIRTUAL REALITY VIDEOS. OUR FIELD TRIP FUND HELPED TO SEND MORE THAN 3,500 STUDENTS TO HISTORIC SITES. DEPARTMENT STAFF ALSO CREATED CONTENT FOR MORE THAN 100 WEB PIECES, INCLUDING A SUBSTANTIAL ANIMATED MAP THAT COVERS THE ENTIRE REVOLUTIONARY WAR. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $568,964 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $568,964 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $15,258,668 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 140 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 62 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH HUDSPETH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3016651400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 PROFESSIONAL COURT | AddressLine1Txt |
| City | HAGERSTOWN | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21740 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KIRK J BRADLEY | ||||||||
| CHAIRMAN | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JEFF RODEK | ||||||||
| VICE-CHAIRMAN | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM J HUPP | ||||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR MARY M ABROE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TRACE ADKINS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HARRISON M BAINS JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DON BARRETT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWIN C BEARSS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL W BRYANT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WALTER W BUCKLEY JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN CAMPBELL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARLTON B CRENSHAW | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF DAHLGREN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT C DAUM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VINCE DOOLEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LESTER FANT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR GARY GALLAHER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE C GOTTWALD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL GRAINGER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATE KELLY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS H LAUER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DUKE R LIGON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY P MCCLANATHAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN NAU | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHAN F NEWHOUSE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J DENNIS SEXTON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MADHU TADIKONDA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT UHLER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM VODRA | ||||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUSAN WHITAKER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| O JAMES LIGHTHIZER | ||||||||
| PRESIDENT | 60.00 | Yes (X) | Yes (X) | $243,819 | $0 | $101,165 | ||
| STEPHEN D WYNGARDEN | ||||||||
| SECRETARY/CAO | 40.00 | Yes (X) | $114,413 | $0 | $31,611 | |||
| RUTH E HUDSPETH | ||||||||
| CFO | 50.00 | Yes (X) | $135,077 | $0 | $18,150 | |||
| DAVID N DUNCAN | ||||||||
| CHIEF DEVELOPMENT OFFICER | 50.00 | $224,850 | $0 | $13,656 | Yes (X) | |||
| THOMAS M GILMORE | ||||||||
| DIR. REAL ESTATE | 50.00 | $198,028 | $0 | $36,854 | Yes (X) | |||
| JAMES J CAMPI | ||||||||
| DIR. POLICY & MEDIA | 50.00 | $165,894 | $0 | $18,891 | Yes (X) | |||
| GARRY E ADELMAN | ||||||||
| DIR HISTORY & EDUCATION | 50.00 | $140,979 | $0 | $36,920 | Yes (X) | |||
| SAMUEL F DELUCA | ||||||||
| SENIOR VP, MAJOR GIVING | 50.00 | $116,166 | $0 | $30,105 | Yes (X) | |||
| MICHELLE A MCMAHON | ||||||||
| DIR. DIGITAL STRATEGY | 45.00 | $130,051 | $0 | $3,513 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,469,277 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $290,865 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ENVELOPES UNLIMITED | |||||
| 649 N HORNERS LANE | ROCKVILLE | MD | 20850 | PRINTING, PRODUCTION & MAILING APPEALS, | $849,616 |
| THREESPOT MEDIA LLC | |||||
| 806 7TH ST NW 201 | WASHINGTON | DC | 200013868 | WEBSITE REDESIGN | $217,211 |
| BLACKBAUD | |||||
| PO BOX 930256 | ATLANTA | GA | 311930256 | WEB SERVICE FEE & SERVICE AGREEMENT | $206,635 |
| WIDE AWAKE FILMS | |||||
| 315 DELAWARE ST 2ND FLOOR | KANSAS CITY | MO | 64105 | CREATING ANIMATED MAPS & VIDEOS | $138,354 |
| STACH PLLC | |||||
| 30 HENDERSONVILLE RD 4 | ASHEVILLE | NC | 28803 | CONSULTANT | $112,614 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $123,358 | FederatedCampaignsAmt |
| Membership Dues | $3,690,577 | MembershipDuesAmt |
| Government Grants | $7,493,976 | GovernmentGrantsAmt |
| All Other Contributions | $19,588,651 | AllOtherContributionsAmt |
| Noncash Contributions | $3,841,779 | NoncashContributionsAmt |
| Total Contributions | $30,896,562 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONFERENCE REGISTRATIO | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $196,554 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $196,554 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $196,554 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,001 | TotalRevenueColumnAmt |
| Exclusion | $28,001 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,273 | TotalRevenueColumnAmt |
| Exclusion | $73,273 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $183,357 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $156,402 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,955 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,955 | TotalRevenueColumnAmt |
| Exclusion | $26,955 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $13,910 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$13,910 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,910 | TotalRevenueColumnAmt |
| Exclusion | -$13,910 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $568,964 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $13,365 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $555,599 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $555,599 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $51,628 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $51,628 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $51,628 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,814,662 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $803,781 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $114,319 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,197,626 | TotalAmt |
| Program Services | $5,197,626 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,260,846 | TotalAmt |
| Program Services | $866,524 | ProgramServicesAmt |
| Management And General | $171,167 | ManagementAndGeneralAmt |
| Fundraising | $223,155 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,309,154 | TotalAmt |
| Program Services | $1,586,980 | ProgramServicesAmt |
| Management And General | $313,480 | ManagementAndGeneralAmt |
| Fundraising | $408,694 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,000 | TotalAmt |
| Program Services | $62,540 | ProgramServicesAmt |
| Management And General | $12,354 | ManagementAndGeneralAmt |
| Fundraising | $16,106 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,336 | TotalAmt |
| Program Services | $246,269 | ProgramServicesAmt |
| Management And General | $48,646 | ManagementAndGeneralAmt |
| Fundraising | $63,421 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,421 | TotalAmt |
| Program Services | $159,046 | ProgramServicesAmt |
| Management And General | $31,416 | ManagementAndGeneralAmt |
| Fundraising | $40,959 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,221 | TotalAmt |
| Program Services | $143,006 | ProgramServicesAmt |
| Management And General | $17,404 | ManagementAndGeneralAmt |
| Fundraising | $4,811 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,288 | TotalAmt |
| Program Services | $32,580 | ProgramServicesAmt |
| Management And General | $4,629 | ManagementAndGeneralAmt |
| Fundraising | $9,079 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,869 | TotalAmt |
| Program Services | $174,869 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,301 | TotalAmt |
| Program Services | $589,783 | ProgramServicesAmt |
| Management And General | $3,621 | ManagementAndGeneralAmt |
| Fundraising | $75,897 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,409 | TotalAmt |
| Program Services | $149,409 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,158,708 | TotalAmt |
| Program Services | $1,394,222 | ProgramServicesAmt |
| Management And General | $39,730 | ManagementAndGeneralAmt |
| Fundraising | $724,756 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $779,178 | TotalAmt |
| Program Services | $685,592 | ProgramServicesAmt |
| Management And General | $26,768 | ManagementAndGeneralAmt |
| Fundraising | $66,818 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $896,230 | TotalAmt |
| Program Services | $751,332 | ProgramServicesAmt |
| Management And General | $44,411 | ManagementAndGeneralAmt |
| Fundraising | $100,487 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,834 | TotalAmt |
| Program Services | $196,876 | ProgramServicesAmt |
| Management And General | $6,043 | ManagementAndGeneralAmt |
| Fundraising | $10,915 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,595 | TotalAmt |
| Program Services | $276,074 | ProgramServicesAmt |
| Management And General | $6,459 | ManagementAndGeneralAmt |
| Fundraising | $7,062 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,359 | TotalAmt |
| Program Services | $108,359 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,796 | TotalAmt |
| Program Services | $269,794 | ProgramServicesAmt |
| Management And General | $5,501 | ManagementAndGeneralAmt |
| Fundraising | $5,501 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,872 | TotalAmt |
| Program Services | $93,728 | ProgramServicesAmt |
| Management And General | $8,527 | ManagementAndGeneralAmt |
| Fundraising | $5,617 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| MEMBERSHIP FULFILLMENT | $1,143,527 | $1,028,769 | $114,758 | |
| LAND MAINTENANCE | $962,395 | $962,395 | ||
| EDUCATIONAL PROGRAMS | $234,176 | $234,176 | ||
| DUES/FEES/SUBSCRIPTIONS | $50,379 | $48,719 | $960 | $700 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,036 | TotalAmt |
| Management And General | $6,024 | ManagementAndGeneralAmt |
| Fundraising | $12 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,884,556 | TotalAmt |
| Program Services | $15,258,668 | ProgramServicesAmt |
| Management And General | $746,880 | ManagementAndGeneralAmt |
| Fundraising | $1,879,008 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,903 | BOYAmt |
| EOY | $76,529 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,839,171 | BOYAmt |
| EOY | $8,382,213 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,254,199 | BOYAmt |
| EOY | $2,140,458 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,346 | BOYAmt |
| EOY | $46,688 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,299,029 | BOYAmt |
| EOY | $1,208,371 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $101,936,467 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,138,051 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,401,684 | BOYAmt |
| EOY | $100,798,416 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $610,006 | BOYAmt |
| EOY | $671,341 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,601,338 | BOYAmt |
| EOY | $113,324,016 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $421,696 | BOYAmt |
| EOY | $485,048 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,635 | BOYAmt |
| EOY | $152,115 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,200,000 | BOYAmt |
| EOY | $3,900,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $891,299 | BOYAmt |
| EOY | $873,336 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,669,630 | BOYAmt |
| EOY | $5,410,499 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,847,293 | BOYAmt |
| EOY | $8,457,611 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,084,415 | BOYAmt |
| EOY | $99,455,906 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,931,708 | BOYAmt |
| EOY | $107,913,517 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,601,338 | BOYAmt |
| EOY | $113,324,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,930,106 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $51,703 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,459,082 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,402,917 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,107,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,242,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,896,562 | CurrentTaxYearAmt |
| Total | $109,108,259 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,459,082 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,402,917 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,107,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,242,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,896,562 | CurrentTaxYearAmt |
| Total | $109,108,259 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $109,108,259 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $201,602 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $270,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,897 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $197,894 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $284,631 | CurrentTaxYearAmt |
| Total | $993,874 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,773 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,334 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,956 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,628 | CurrentTaxYearAmt |
| Total | $232,851 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $110,334,984 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,398,662 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | OTHER - 2012 AMOUNT: $ 27,773. 2013 AMOUNT: $ 58,160. 2014 AMOUNT: $ 43,334. 2015 AMOUNT: $ 51,956. 2016 AMOUNT: $ 51,628. |
| PART II, SECTION A, COLUMN A-E: | AMOUNTS SHOWN IN SCHEDULE A, PART II, SECTION A, REPRESENTS AMOUNT FROM CALENDAR YEAR 2012 THROUGH 2014. THE AMOUNTS SHOWN IN COLUMN D REPRESENTS SHORT YEAR (FROM JANUARY 1, 2015 THROUGH MARCH 31, 2015). THE AMOUNTS SHOWN IN COLUMN E REPRESENTS FULL YEAR (FROM APRIL 1, 2015 THROUGH MARCH 31, 2016). |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $499 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $190,599 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $191,098 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,693,458 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,884,556 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,343,044 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,343,044 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,514,566 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $177,959 | CurrentYearMinus3Amt |
| Current Year Minus2 | $262,600 | CurrentYearMinus2Amt |
| Current Year Minus1 | $190,050 | CurrentYearMinus1Amt |
| Current Year | $191,098 | CurrentYearAmt |
| Total | $821,707 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $335,761 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,085,761 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,628,642 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $194 | CurrentYearMinus3Amt |
| Current Year Minus2 | $233 | CurrentYearMinus2Amt |
| Current Year Minus1 | $315 | CurrentYearMinus1Amt |
| Current Year | $499 | CurrentYearAmt |
| Total | $1,241 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Total Easements | 10 | TotalEasementsCnt |
| Total Acreage | 308.00 | TotalAcreageCnt |
| Historic Strctr Easements Aftr | 2 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 200.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $6,015 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $94,373,438 | OtherCostOrOtherBasisAmt |
| Book Value | $94,373,438 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,439,585 | OtherCostOrOtherBasisAmt |
| Depreciation | $698,337 | DepreciationAmt |
| Book Value | $5,741,248 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $582,053 | OtherCostOrOtherBasisAmt |
| Depreciation | $121,266 | DepreciationAmt |
| Book Value | $460,787 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $541,391 | OtherCostOrOtherBasisAmt |
| Depreciation | $318,448 | DepreciationAmt |
| Book Value | $222,943 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $100,798,416 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $208,191 |
| DEFERRED COMPENSATION PAYABLE | $630,713 |
| FAIR VALUE OF INTEREST RATE SWAP | $34,432 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $873,336 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $32,030,007 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $13,003 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $32,575 | OtherRevenueAmt |
| Revenue Not Reported | $45,578 | RevenueNotReportedAmt |
| Revenue Subtotal | $31,984,429 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$169,767 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$169,767 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $31,814,662 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,104,522 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $13,003 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $206,963 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $219,966 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,884,556 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,884,556 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 HOLD. |
| PART X, LINE 2: | CWT 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, CWT 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 CWT, AFBP NOR EBDF HAD NET UNRELATED BUSINESS INCOME FOR THE YEAR ENDED MARCH 31, 2017. MANAGEMENT EVALUATED CWT, 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. GENERALLY, CWT, AFBP AND EBDF ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES BEFORE 2013. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | AFBP REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENT 32,575. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF SALES REPORTED ON PART VIII, LINE 10B -13,365. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B -156,402. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | AFBP & EBDF EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENT 37,196. COST OF SALES REPORTED ON PART VIII, LINE 10B 13,365. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 156,402. |
| PART II, LINE 5 | THE ORGANIZATION HAS A WRITTEN DOCUMENT REGARDING THE PERIODIC MONITORING, INSPECTION, VIOLATIONS, AND ENFORCEMENT OF THE CONSERVATION EASEMENTS IT HOLDS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| JEFFERSON CO HISTORICAL LANDMARKS COMMISSION | ||||||||||
| PO BOX 23 | CHARLES TOWN | WV | 25414 | 453213370 | 501(C)(3) | $8,150 | GRANT FOR DEMOLITION OF VAN EVERA AT SHEPHERDSTOWN, TO AID IN AQUIRING 200+ ACRE OLD STANDARD LAND CO., HARPER'S FERRY, WV | |||
| SHENANDOAH VALLEY BATTLEFIELD FOUNDATION | ||||||||||
| PO BOX 897 | NEW MARKET | VA | 22844 | 542007460 | 501(C)(3) | $28,766 | TO AID IN AQUIRING THE 4.99 ACRE FOWLER TRACT, THIRD WINCHESTER | |||
| TREVILIAN STATION BATTLEFIELD FOUNDATION INC | ||||||||||
| PO BOX 124 | TREVILIANS | VA | 23170 | 541830898 | 501(C)(3) | $10,000 | TO AID IN REPAIRS TO EARLY HOUSE, TREVILIAN STATION VA | |||
| LAND TRUST OF VIRGINIA | ||||||||||
| PO BOX 14 | MIDDLEBURG | VA | 20118 | 541601471 | 501(C)(3) | $29,000 | GRANT FOR CONSERVATION EASEMENT ON 333+ ACRE GILBERT TRACT, CEDAR MOUNTAIN, VA | |||
| NPS - ABPP | ||||||||||
| 1201 I ST NW 6TH FLOOR | WASHINGTON | DC | 20005 | 140001849 | GOVERN | $103,120 | FOR PATHWAYS STUDENT INTAKE POSITION, HIRE STAFF PERSON | |||
| VA DEPARTMENT OF HISTORIC RESOURCES | ||||||||||
| 2801 KENSINGTON AVE | RICHMOND | VA | 23221 | 540805908 | GOVERN | $11,975 | TO AID IN AQUIRING 135.96 ACRE GREGG TRACT, KELLY'S FORD & RAPP. STATION II, VA, TO AID IN AQUIRING 113.4 LOCKETT GARNETT TRACT, SAILORS CREEK, VA, TO AID IN APPRAISAL OF 122.994 ACRE SEARS TRACT, MORTON'S FORD, VA | |||
| NATIONAL PARK SERVICE | ||||||||||
| 1849 C ST NW | WASHINGTON | DC | 20240 | 530197094 | GOVERN | $31,274 | ENVIRONMENTAL REPORT OF 75.02 ACRE SMITH TRACT, GETTYSBURG, PA, DEMOLITION OF THE OWENS HOUSE, MECHANICSVILLE, VA, ENVIRONMENTAL FOR 7.4 ACRE STRIKER TRACT, CEDAR CREEK, VA | |||
| STAFFORD COUNTY | ||||||||||
| PO BOX 339 | STAFFORD | VA | 225550339 | 546001626 | GOVERN | $150,000 | TO AID IN THE PRESERVATION OF 41.4 ACRE STAFFORD CO. CW PARK | |||
| AMERICANS FOR BATTLEFIELD PRESERVATION | ||||||||||
| 1156 15TH ST NW SUITE 900 | WASHINGTON | DC | 20005 | 043843239 | 501(C)(4) | $20,000 | GRANT FOR ONGOING OPERATIONS | |||
| PRINCETON BATTLEFIELD AREA PRES SOCIETY | ||||||||||
| 500 MERCER RD PO BOX 7645 | PRINCETON | NJ | 08543 | 237087307 | 501(C)(3) | $60,722 | TO AID IN RENTAL OF EQUIPMENT FOR GEORGE WASHINGTON DEMONSTRATION, TO AID IN CAMPAIGN TO SAVE MAXWELL'S FIELD, TO AID IN PRESERVATION OF GIGLLOTTI TRACT, PRINCETON, NJ, TO AID IN MATCHING FUNDS WITH NTH GRANT | |||
| SOUTH CAROLINA BATTLEGROUND PRES TRUST | ||||||||||
| PO BOX 80668 | CHARLESTON | SC | 29416 | 541004102 | 501(C)(3) | $52,950 | TO AID IN 3D MODEL OF FT FAIR LAWN TRACT, SIEGE OF CHARLESTON, SC, TO AID IN AQUIRING 80 ACRES FT FAIR LAWN AND 8 ACRES COLLETON CASTLE CHARLESTON, SC, TO AID WITH CADAVER DOG/ARCHAEOLOGY PROJECT AT HANGING ROCK & WAXHAWS | |||
| US DEPT OF THE INTERIOR NPS | ||||||||||
| 1849 C STREET NW | WASHINGTON | DC | 20240 | 530197094 | GOVERN | BATTLEFIELD PRESERVATION | $1,370,086 | APPRAISAL | LAND | |
| STATE OF NORTH CAROLINA DCR | ||||||||||
| 1321 MAIL SERVICE CENTER | RALEIGH | NC | 27699 | 566062189 | GOVERN | BATTLEFIELD PRESERVATION | $201,351 | APPRAISAL | LAND | |
| WHITFIELD COUNTY | ||||||||||
| 301 W CRAWFORD ST | DALTON | GA | 30720 | 586000909 | GOVERN | BATTLEFIELD PRESERVATION | $1,441,292 | APPRAISAL | LAND | |
| COUNTY OF HENRICO | ||||||||||
| 4300 EAST PARHAM ROAD | HENRICO | VA | 23228 | 546001344 | GOVERN | BATTLEFIELD PRESERVATION | $350,439 | APPRAISAL | LAND | |
| NEVADA CO DEPOT & MUSEUM | ||||||||||
| 403 WEST FIRST ST SOUTH | PRESCOTT | AR | 71857 | 710530855 | 501(C)(3) | BATTLEFIELD PRESERVATION | $972,951 | |||
| BATTLE OF FRANKLIN TRUST INC | ||||||||||
| 1345 EASTERN FLANK CIRCLE | FRANKLIN | TN | 37064 | 270288159 | 501(C)(3) | BATTLEFIELD PRESERVATION | $339,155 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MOST OF CWPT'S 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 GRANTS DO NOT NEED MONITORING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| O JAMES LIGHTHIZER | ||||||||||||||
| PRESIDENT | $243,819 | $0 | $0 | $0 | $0 | $0 | $74,629 | $0 | $28,286 | $0 | $346,734 | $0 | $0 | $0 |
| RUTH E HUDSPETH | ||||||||||||||
| CFO | $135,077 | $0 | $0 | $0 | $0 | $0 | $8,105 | $0 | $12,099 | $0 | $155,281 | $0 | $0 | $0 |
| DAVID N DUNCAN | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $224,850 | $0 | $0 | $0 | $0 | $0 | $13,491 | $0 | $2,221 | $0 | $240,562 | $0 | $0 | $0 |
| THOMAS M GILMORE | ||||||||||||||
| DIR. REAL ESTATE | $198,028 | $0 | $0 | $0 | $0 | $0 | $11,882 | $0 | $27,028 | $0 | $236,938 | $0 | $0 | $0 |
| JAMES J CAMPI | ||||||||||||||
| DIR. POLICY & MEDIA | $165,894 | $0 | $0 | $0 | $0 | $0 | $9,954 | $0 | $10,993 | $0 | $186,841 | $0 | $0 | $0 |
| GARRY E ADELMAN | ||||||||||||||
| DIR HISTORY & EDUCATION | $140,979 | $0 | $0 | $0 | $0 | $0 | $7,049 | $0 | $31,927 | $0 | $179,955 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | O. JAMES LIGHTHIZER, PRESIDENT, PARTICIPATES IN DEFERRED COMPENSATION PLAN. THE ORGANIZATION CONTRIBUTED $43,500 TO THE PLAN IN THE CURRENT YEAR. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECONOMIC DEVELOPMENT AUTHORITY SPOTSYLVANIA COUNTY VIRGINIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 541237426 | BondIssuerEIN |
| Bond Issued | 2010-04-07 | BondIssuedDt |
| Issue Price | $5,400,000 | IssuePriceAmt |
| Purpose | TO REFUND A PRIOR ISSUE DATED 05/22/07 | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,500,000 | RetiredAmt |
| Total Proceeds | $5,400,000 | TotalProceedsAmt |
| Other Spent Proceeds | $5,400,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2010 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNTRUST BANKS | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 10.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | INVOICE | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,841,039 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | ENGRAVINGS & WOODCUTS | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $240 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | INVOICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | AUDIT COMMITTEE MEMBERS, CHAIRMAN OF THE CWPT 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 | CIVIL WAR PRESERVATION 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 CIVIL WAR TRUST WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF THE SWAP 51,703. |
| 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). |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICANS FOR BATTLEFIELD PRESERVATION | ||||||||||
| 1156 15TH ST NW SUITE 900 | WASHINGTON | DC | 20005 | 403843239 | SEE PART VII OF SCHEDULE R | DC | 501(C)(4) | CIVIL WAR PRESERVATION TRUST | Yes (1) | |
| ENDANGERED BATTLEFIELD DEFENSE FUND | ||||||||||
| 7777 WASHINGTON AVENUE | HOUSTON | TX | 77007 | 271035136 | TO CARRY OUT THE PURPOSES OF THE CIVIL WAR PRESERVATION TRUST | VA | 501(C)(3) | CIVIL WAR PRESERVATION TRUST | Yes (1) | LINE 12A, I |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART II, LINE B | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |