2017-11-13T14:07:11-06:00 2017-03-31 420714325 RSM US LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2016-04-01 541426643 CIVIL WAR PRESERVATION TRUST CIVI 3016651400 1140 PROFESSIONAL COURT HAGERSTOWN MD 21740 O JAMES LIGHTHIZER PRESIDENT 3016651400 2017-11-13 1 WILLIAM E TURCO CPA P00369217 3012963600 108.171.131.189 2017-11-13 15:06:55 ES P B807BA4C69A73CA6C24C1450FD5847F62F078646 C19F5D3F195EC13517A150B69ABBCB37DF598FBC 2016 2017-02-10 21:41:12Z CIVIL WAR TRUST O JAMES LIGHTHIZER 1140 PROFESSIONAL COURT HAGERSTOWN MD 21740 31998339 0 X WWW.CIVILWAR.ORG X 1987 VA 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. 31 30 62 0 0 0 23242281 30896562 171525 196554 20126 14091 92706 707455 23526638 31814662 11634859 5197626 0 0 3914299 4250757 0 0 1879008 7725369 8436173 23274527 17884556 252111 13930106 99601338 113324016 5669630 5410499 93931708 107913517 X 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. 0 0 9480984 5197626 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. 3672949 196554 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. 2104735 620592 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. 568964 568964 15258668 1 1 0 1 0 0 1 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 140 0 1 62 1 0 0 0 0 0 1 1 0 0 0 0 X 31 30 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 KIRK J BRADLEY CHAIRMAN 4.00 X X 0 0 0 JEFF RODEK VICE-CHAIRMAN 4.00 X X 0 0 0 WILLIAM J HUPP TREASURER 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 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 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 KATE KELLY TRUSTEE 1.00 X 0 0 0 THOMAS H LAUER 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 JOHN NAU TRUSTEE 1.00 X 0 0 0 STEPHAN F NEWHOUSE 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 WILLIAM VODRA SECRETARY 5.00 X X 0 0 0 SUSAN WHITAKER TRUSTEE 1.00 X 0 0 0 O JAMES LIGHTHIZER PRESIDENT 60.00 X X 243819 0 101165 STEPHEN D WYNGARDEN SECRETARY/CAO 40.00 X 114413 0 31611 RUTH E HUDSPETH CFO 50.00 X 135077 0 18150 DAVID N DUNCAN CHIEF DEVELOPMENT OFFICER 50.00 X 224850 0 13656 THOMAS M GILMORE DIR. REAL ESTATE 50.00 X 198028 0 36854 JAMES J CAMPI DIR. POLICY & MEDIA 50.00 X 165894 0 18891 GARRY E ADELMAN DIR HISTORY & EDUCATION 50.00 X 140979 0 36920 SAMUEL F DELUCA SENIOR VP, MAJOR GIVING 50.00 X 116166 0 30105 MICHELLE A MCMAHON DIR. DIGITAL STRATEGY 45.00 X 130051 0 3513 1469277 0 290865 10 0 1 0 ENVELOPES UNLIMITED 649 N HORNERS LANE ROCKVILLE MD 20850 PRINTING, PRODUCTION & MAILING APPEALS, 849616 THREESPOT MEDIA LLC 806 7TH ST NW 201 WASHINGTON DC 200013868 WEBSITE REDESIGN 217211 BLACKBAUD PO BOX 930256 ATLANTA GA 311930256 WEB SERVICE FEE & SERVICE AGREEMENT 206635 WIDE AWAKE FILMS 315 DELAWARE ST 2ND FLOOR KANSAS CITY MO 64105 CREATING ANIMATED MAPS & VIDEOS 138354 STACH PLLC 30 HENDERSONVILLE RD 4 ASHEVILLE NC 28803 CONSULTANT 112614 5 123358 3690577 7493976 19588651 3841779 30896562 CONFERENCE REGISTRATIO 900099 196554 196554 196554 28001 28001 73273 73273 183357 156402 26955 26955 26955 13910 -13910 -13910 -13910 568964 13365 555599 555599 OTHER REVENUE 900099 51628 51628 51628 31814662 803781 0 114319 5197626 5197626 1260846 866524 171167 223155 2309154 1586980 313480 408694 91000 62540 12354 16106 358336 246269 48646 63421 231421 159046 31416 40959 165221 143006 17404 4811 46288 32580 4629 9079 174869 174869 669301 589783 3621 75897 149409 149409 2158708 1394222 39730 724756 779178 685592 26768 66818 896230 751332 44411 100487 213834 196876 6043 10915 289595 276074 6459 7062 108359 108359 280796 269794 5501 5501 107872 93728 8527 5617 MEMBERSHIP FULFILLMENT 1143527 1028769 114758 LAND MAINTENANCE 962395 962395 EDUCATIONAL PROGRAMS 234176 234176 DUES/FEES/SUBSCRIPTIONS 50379 48719 700 960 6036 6024 12 17884556 15258668 746880 1879008 116903 76529 9839171 8382213 2254199 2140458 80346 46688 1299029 1208371 101936467 1138051 85401684 100798416 610006 671341 99601338 113324016 421696 485048 156635 152115 4200000 3900000 891299 873336 5669630 5410499 X 8847293 8457611 85084415 99455906 93931708 107913517 99601338 113324016 X 13930106 51703 X 0 1 X 1 1 1 X 26459082 23402917 5107417 23242281 30896562 109108259 26459082 23402917 5107417 23242281 30896562 109108259 109108259 201602 270850 38897 197894 284631 993874 27773 58160 43334 51956 51628 232851 110334984 1398662 0.98890 0.98520 X 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). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 499 190599 191098 17693458 17884556 1000000 250000 0 0 1000000 1343044 1000000 1000000 4343044 6514566 177959 262600 190050 191098 821707 250000 335761 250000 250000 1085761 1628642 194 233 315 499 1241 X X 10 308.00 2 1 1 200.00 6015 1 94373438 94373438 6439585 698337 5741248 582053 121266 460787 541391 318448 222943 100798416 DEFERRED RENT 208191 DEFERRED COMPENSATION PAYABLE 630713 FAIR VALUE OF INTEREST RATE SWAP 34432 873336 X 32030007 13003 32575 45578 31984429 -169767 -169767 31814662 18104522 13003 206963 219966 17884556 0 17884556 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. 1 JEFFERSON CO HISTORICAL LANDMARKS COMMISSION PO BOX 23 CHARLES TOWN WV 25414 453213370 501(C)(3) 8150 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) 28766 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) 10000 TO AID IN REPAIRS TO EARLY HOUSE, TREVILIAN STATION VA LAND TRUST OF VIRGINIA PO BOX 14 MIDDLEBURG VA 20118 541601471 501(C)(3) 29000 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 103120 FOR PATHWAYS STUDENT INTAKE POSITION, HIRE STAFF PERSON VA DEPARTMENT OF HISTORIC RESOURCES 2801 KENSINGTON AVE RICHMOND VA 23221 540805908 GOVERN 11975 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 31274 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 150000 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) 20000 GRANT FOR ONGOING OPERATIONS PRINCETON BATTLEFIELD AREA PRES SOCIETY 500 MERCER RD PO BOX 7645 PRINCETON NJ 08543 237087307 501(C)(3) 60722 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) 52950 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 1370086 APPRAISAL LAND BATTLEFIELD PRESERVATION STATE OF NORTH CAROLINA DCR 1321 MAIL SERVICE CENTER RALEIGH NC 27699 566062189 GOVERN 201351 APPRAISAL LAND BATTLEFIELD PRESERVATION WHITFIELD COUNTY 301 W CRAWFORD ST DALTON GA 30720 586000909 GOVERN 1441292 APPRAISAL LAND BATTLEFIELD PRESERVATION COUNTY OF HENRICO 4300 EAST PARHAM ROAD HENRICO VA 23228 546001344 GOVERN 350439 APPRAISAL LAND BATTLEFIELD PRESERVATION NEVADA CO DEPOT & MUSEUM 403 WEST FIRST ST SOUTH PRESCOTT AR 71857 710530855 501(C)(3) 972951 BATTLEFIELD PRESERVATION BATTLE OF FRANKLIN TRUST INC 1345 EASTERN FLANK CIRCLE FRANKLIN TN 37064 270288159 501(C)(3) 339155 BATTLEFIELD PRESERVATION 16 1 PART I, LINE 2: 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. X X X X 0 1 0 0 0 0 0 0 0 O JAMES LIGHTHIZER PRESIDENT 243819 0 0 0 0 0 74629 0 28286 0 346734 0 0 0 RUTH E HUDSPETH CFO 135077 0 0 0 0 0 8105 0 12099 0 155281 0 0 0 DAVID N DUNCAN CHIEF DEVELOPMENT OFFICER 224850 0 0 0 0 0 13491 0 2221 0 240562 0 0 0 THOMAS M GILMORE DIR. REAL ESTATE 198028 0 0 0 0 0 11882 0 27028 0 236938 0 0 0 JAMES J CAMPI DIR. POLICY & MEDIA 165894 0 0 0 0 0 9954 0 10993 0 186841 0 0 0 GARRY E ADELMAN DIR HISTORY & EDUCATION 140979 0 0 0 0 0 7049 0 31927 0 179955 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 1500000 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 8 3841039 APPRAISAL X ENGRAVINGS & WOODCUTS 2 240 INVOICE 0 1 0 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). 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 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) LINE 12A, I CIVIL WAR PRESERVATION 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.