2016-11-07T18:41:23-06:00 2016-03-31 420714325 RSM US LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2015-04-01 541426643 CIVIL WAR PRESERVATION TRUST CIVI 3016651400 1140 PROFESSIONAL COURT HAGERSTOWN MD 21740 O JAMES LIGHTHIZER PRESIDENT 3016651400 2016-11-04 1 WILLIAM E TURCO CPA P00369217 3012963600 2015 2017-02-10 21:41:12Z CIVIL WAR TRUST O JAMES LIGHTHIZER 1140 PROFESSIONAL COURT HAGERSTOWN MD 21740 23693566 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. 30 29 64 60 0 0 5107417 23242281 0 171525 5878 20126 76426 92706 5189721 23526638 2258110 11634859 0 0 884494 3914299 0 0 2374903 1753899 7725369 4896503 23274527 293218 252111 99437701 99601338 5761527 5669630 93676174 93931708 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 15799964 11634859 LAND;IN 2015, 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 1,641 ACRES IN 38 COMPLETED TRANSACTIONS AT 28 BATTLEFIELDS IN 11 STATES, INCLUDING: ELKINS FERRY, AR, SAND CREEK, CO, CHICKAMAUGA, GA, MILL SPRINGS, KY, PERRYVILLE, KY, ANTIETAM, MD, MONOCACY, MD, SOUTH MOUNTAIN, MD, CHAMPION HILL, MS, CORINTH, MS, WYSE FORK, NC, GETTYSBURG, PA, CHATTANOOGA, TN, BROWNS FERRY, TN, FRANKLIN, TN, SHILOH, TN, STONES RIVER, TN, CEDAR CREEK, VA, COLD HARBOR, VA, SECOND DEEP BOTTOM, VA, GAINES MILL, VA, GLENDALE, VA, KERNSTOWN, VA, THIRD WINCHESTER, VA, WHITE OAK ROAD, VA, WILLIAMSBURG, VA AND SHEPHERDSTOWN, WV. THE TRUST ALSO PRESERVED 6 ACRES WITH 2 REVOLUTIONARY WAR BATTLEFIELD TRANSACTIONS, INCLUDING PRINCETON, NJ AND LEXINGTON & CONCORD, MA. 2483376 171525 MEMBERSHIP:THE CIVIL WAR TRUST IS A MEMBERSHIP-BASED ORGANIZATION WITH APPROXIMATELY 48,000 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 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 CIVIL WAR 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 1,180 INDIVIDUALS AT THE END OF THE FISCAL YEAR. AT THE END OF THE FISCAL YEAR, THE TRUST ALSO ENJOYED THE SUPPORT OF 260,000 FACEBOOK "FANS," OPENING UP A NEW POOL OF POTENTIAL FUTURE DONORS AND SUPPORTERS. 1650484 61152 EDUCATION:THIS FISCAL YEAR, THE EDUCATION DEPARTMENT HOSTED ITS 14TH ANNUAL TEACHER INSTITUTE IN WASHINGTON, DC. MORE THAN 175 TEACHERS FROM ACROSS THE COUNTRY PARTICIPATED IN THIS 3-DAY PROFESSIONAL DEVELOPMENT EXPERIENCE, OFFERED FREE OF CHARGE. WE ALSO GREW OUR TEACHERS REGIMENT, A COMMUNITY OF EDUCATORS, SHARING IDEAS AND RESOURCES ABOUT TEACHING THE CIVIL WAR. THE EDUCATION DEPARTMENT EXPANDED ITS "WAR DEPARTMENT" VIDEO SERIES AND "IN4" VIDEOS, ADDING REVOLUTIONARY WAR OFFERINGS TO THE LATTER. OUR FIELD TRIP FUND HELPED TO SEND 3,000 STUDENTS TO HISTORIC SITES. DEPARTMENT STAFF ALSO CREATED CONTENT FOR SCORES OF WEB PIECES AND NUMEROUS DIGITAL ASSETS INCLUDING A SUBSTANTIAL ANIMATED MAP THAT COVERS THE ENTIRE CIVIL WAR. 19933824 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 1 0 1 129 0 1 64 1 0 0 0 0 0 1 1 0 0 0 0 X 30 29 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 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 TRUSTEE 1.00 X 0 0 0 SUSAN WHITAKER TRUSTEE 1.00 X 0 0 0 O JAMES LIGHTHIZER PRESIDENT 60.00 X X 224472 0 73468 STEPHEN D WYNGARDEN SECRETARY/CAO 40.00 X 74090 0 18562 RONALD COGSWELL SECRETARY/COO THRU 05/15/15 40.00 X 44202 0 2652 RUTH E HUDSPETH CFO 50.00 X 126440 0 16828 DAVID N DUNCAN CHIEF DEVELOPMENT OFFICER 50.00 X 219576 0 13175 THOMAS M GILMORE DIR, REAL ESTATE 50.00 X 194524 0 29609 JAMES J CAMPI DIR, POLICY & MEDIA 50.00 X 164029 0 18467 GARRY E ADELMAN DIR, HISTORY & EDUCATION 50.00 X 136958 0 26169 SAMUEL F DELUCA SENIOR VP, MAJOR GIVING 50.00 X 120742 0 25237 1305033 0 224167 7 0 1 0 ENVELOPES UNLIMITED 649 N HORNERS LANE ROCKVILLE MD 20850 PRINTING, PRODUCTION & MAILING APPEALS, 1398652 WIDE AWAKE FILMS 315 DELAWARE ST 2ND FLOOR KANSAS CITY MO 64105 CREATING ANIMATED MAPS & VIDEOS 278978 BLACKBAUD PO BOX 930256 ATLANTA GA 311930256 WEB SERVICE FEE & SERVICE AGREEMENT 249489 3 132791 3347034 5743513 14018943 2214188 23242281 CONFERENCE REGISTRATIO 900099 171525 171525 171525 24410 24410 23719 23719 149765 141930 7835 7835 7835 9945 14229 -4284 -4284 -4284 19965 10769 9196 9196 OTHER REVENUE 900099 51956 51956 51956 23526638 232677 0 51680 11634859 11634859 1205144 787146 202044 215954 2099453 1371268 351977 376208 70505 46051 11820 12634 318887 208282 53463 57142 220310 143897 36935 39478 186707 111603 70916 4188 45450 20815 15545 9090 175092 175092 1040363 854223 2771 183369 27545 27545 2078281 1028002 66137 984142 179589 133314 16894 29381 621887 457283 57818 106786 167132 118083 21276 27773 341069 313943 7986 19140 103142 103142 235914 224321 5957 5636 115264 97524 11120 6620 LAND MAINTENANCE 1155736 1155653 83 MEMBERSHIP FULFILLMENT 875972 582323 7000 286649 EDUCATIONAL PROGRAMS 217220 217220 DUES/FEES/SUBSCRIPTIONS 74552 39516 26647 8389 84454 82719 -589 2324 23274527 19933824 965800 2374903 152644 116903 9703784 9839171 1097971 2254199 399810 80346 967108 1299029 86295821 894137 86699520 85401684 416864 610006 99437701 99601338 274130 421696 142235 156635 4500000 4200000 845162 891299 5761527 5669630 X 9351006 8847293 84325168 85084415 93676174 93931708 99437701 99601338 X 252111 3423 X 0 1 X 1 1 1 X 24732803 26459082 23402917 5107417 23242281 102944500 24732803 26459082 23402917 5107417 23242281 102944500 112435 102832065 418996 201602 270850 38897 197894 1128239 124279 27773 58160 43334 51956 305502 104378241 910620 0.98520 0.97650 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2011 AMOUNT: $ 124,279. 2012 AMOUNT: $ 27,773. 2013 AMOUNT: $ 58,160. 2014 AMOUNT: $ 43,334. 2015 AMOUNT: $ 51,956. 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 315 189735 190050 23230983 23421033 1000000 250000 0 0 796050 1000000 1343044 1000000 4139094 6208641 188399 177959 262600 190050 819008 199013 250000 335761 250000 1034774 1552161 85 194 233 315 827 X X 8 237.00 1 1 160.00 5035 80463781 80463781 4857037 487132 4369905 566197 106685 459512 408806 300320 108486 85401684 DEFERRED RENT 239746 DEFERRED COMPENSATION PAYABLE 565418 FAIR VALUE OF INTEREST RATE SWAP 86135 891299 X 23695012 4575 11100 15675 23679337 -152699 -152699 23526638 23443400 4575 164298 168873 23274527 0 23274527 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, 2016. 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 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: AFBP REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENT 11,100. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF SALES REPORTED ON PART VIII, LINE 10B -10,769. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B -141,930. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES REPORTED ON PART VIII, LINE 10B 10,769. AFBP EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENT 11,599. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 141,930. 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 US DEPT OF THE INTERIOR NPS 1849 C STREET NW WASHINGTON DC 20240 530197094 GOVERN 1888163 APPRAISAL LAND BATTLEFIELD PRESERVATION STATE OF LOUISIANA PO BOX 94095 BATON ROUGE LA 70804 720807104 GOVERN 748929 APPRAISAL LAND BATTLEFIELD PRESERVATION STATE OF MARYLAND DEPT OF NATURAL RESOURCES 580 TAYLOR AVE ANNAPOLIS MD 21401 526009000 GOVERN 649334 APPRAISAL LAND BATTLEFIELD PRESERVATION OKLAHOMA HISTORIC SOCIETY 800 NAZIH ZUHDI DR OKLAHOMA CITY OK 73105 736017987 GOVERN 351906 APPRAISAL LAND BATTLEFIELD PRESERVATION CITY OF FRANKLIN TN 109 3RD AVE SOUTH FRANKLIN TN 37064 626000290 GOVERN 1820198 APPRAISAL LAND BATTLEFIELD PRESERVATION HTR FOUNDATION 150 2ND AVE N STE 600 ST PETERSBURG FL 33701 593496606 501(C)(3) 1128928 APPRAISAL LAND BATTLEFIELD PRESERVATION SAVE HISTORIC ANTIETAM FOUNDATION INC PO BOX 550 SHARPSBURG MD 21782 521558576 501(C)(3) 307456 APPRAISAL LAND BATTLEFIELD PRESERVATION SHENANDOAH VALLEY BATTLEFIELD FOUNDATION 9386 SOUTH CONGRESS ST NEW MARKET VA 22844 542007460 501(C)(3) 702644 APPRAISAL LAND BATTLEFIELD PRESERVATION TREVILIAN STATION BATTLEFIELD FOUNDATION INC P O BOX 124 TREVILIANS VA 23170 541830898 501(C)(3) 1758593 APPRAISAL LAND BATTLEFIELD PRESERVATION JEFFERSON CO HISTORICAL LANDMARKS COMMISSION P O BOX 23 CHARLES TOWN WV 25414 453213370 GOVERN 203408 APPRAISAL LAND BATTLEFIELD PRESERVATION NORTH CAROLINA COASTAL LAND TRUST 131 RACINE DR SUITE 202 WILMINGTON NC 28403 562210458 501(C)(3) 255460 EASEMENT IN ACQUIRING 88.75 ACRE DONNY TAYLOR TRACT, WYSE FORK COLORADO PRESERVATION INC 1420 OGDEN ST SUITE 103 DENVER CO 80218 742403583 501(C)(3) 266500 TO AID IN ACQUIRING OF 640 ACRES OF COLORADO TRACT AT SAND CREEK MASSACRE, KIOWA COUNTY, CO WILSON'S CREEK NATIONAL BATTLEFIELD FOUNDATION PO BOX 8163 SPRINGFIELD MO 65801 431271338 501(C)(3) 110000 ALLOCATION OF NPS SALE PROCEEDS OF KEETS TRACT NEW MEXICO LAND CONSERVANCY 5430 RICHARDS AVE SANTA FE NM 07508 061648104 501(C)(3) 20000 TO AID IN DUE DILIGENCE, STEWARDSHIP MONITORING OF 16 ACRES OF SACHEZ TRACT, GLORIETA PASS NM THE TRUST FOR PUBLIC LAND 101 MONTGOMERY ST SUITE 900 SAN FRANCISCO CA 94104 237222333 501(C)(3) 772500 TO AID IN ACQUIRING OF 31.01 ACRES OF TVRM TRACTS, CHATTANOOGA TN; TO AID IN ACQUIRING OF 16.97 ACRE MONTAGUE TRACT, CHATTANOOGA TN; FRANKLIN'S CHARGE INC 604 W MAIN ST FRANKLIN TN 37064 201774789 501(C)(3) 312250 YELLOW BOOK APPRAISAL TO AID IN ACQUIRING 2 LOVELL TRACTS, FRANKLIN TN; TO AID IN ACQUIRING 2 LOVELL TRACTS, FRANKLIN TN SHENANDOAH VALLEY BATTLEFIELDS FOUNDATION PO BOX 897 NEW MARKET VA 22844 542007460 501(C)(3) 47500 TO AID IN ACQUIRING 4.99 ACRES FOWLER TRACT, THIRD WINCHESTER VA RICHMOND BATTLEFIELDS ASSOC 10407 LEANDER DR GLEN ALLEN VA 23060 542022908 501(C)(3) 68992 TO AID IN ACQUIRING 4.92 ACRES OF DEAN TRACT, DEEP BOTTOM II VA NPS - ABPP 1201 I ST NW 6TH FLOOR WASHINGTON DC 20005 140001849 GOVERN 51000 FOR PATHWAYS STUDENT INTAKE POSITION STATE OF TENNESSEE 312 ROSA L PARKS AVE NASHVILLE TN 37243 626001445 GOVERN 46538 SURVEY TO AID IN ACQUIRING 232.461 ACRES FULLWOOD TRACT, SHILOH TN, APPRAISAL TO AID IN ACQUIRING 232.461 ACRES FULLWOOD TRACT, SHILOH TN, TO AID IN ACQUIRING 232.461 ACRES FULLWOOD TRACT, SHILOH TN, ADDITIONAL DEPOSIT TO AID IN ACQUIRING 232.461 ACRES FULLWOOD TRACT, SHILOH TN NATIONAL PARK SERVICE 1849 C ST NW WASHINGTON DC 20240 530197094 GOVERN 13350 TO AID IN ACQUIRING 39 ACRES GERBER TRACT, GLORIETA PASS NM; TO AID IN ACQUIRING 7.3971 ACRES STRIKE TRACT, CEDAR CREEK VA; TO AID IN ACQUIRING .14 ACRE ZIKLE TRACT, FREDERICKSBURG VA PRINCETON BATTLEFIELD SOCIETY PO BOX 7645 PRINCETON NJ 08543 237087307 501(C)(3) 35000 TO AID IN CAMPAIGN TO SAVE MAXWELL'S FIELD; TO AID IN PRESERVATION OF D'AMBRISI TRACT, PRINCETON NJ FRIENDS OF MINUTE MAN NATIONAL PARK 174 CONCORD ST CONCORD MA 01742 223090586 501(C)(3) 12500 TO ASSIST WITH THE PARKER'S REVENGE ARCHAEOLOGICAL PROJECT MUNICIPALITY OF PRINCETON 400 WITHERSPOON ST PRINCETON NJ 08540 300746654 GOVERN 20000 TO AID IN RESTORATION OF D'AMBRISI TRACT, PRINCETON NJ AMERICANS FOR BATTLEFIELD PRESERVATION 1156 15TH ST NW SUITE 900 WASHINGTON DC 20005 043843239 501(C)(4) 20000 GRANT FOR ONGOING OPERATIONS 24 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 224472 0 0 0 0 0 73468 0 2005 0 299945 0 0 0 DAVID N DUNCAN CHIEF DEVELOPMENT OFFICER 219576 0 0 0 0 0 13175 0 2005 0 234756 0 0 0 THOMAS M GILMORE DIR, REAL ESTATE 194524 0 0 0 0 0 11671 0 19943 0 226138 0 0 0 JAMES J CAMPI DIR, POLICY & MEDIA 164029 0 0 0 0 0 9842 0 10630 0 184501 0 0 0 GARRY E ADELMAN DIR, HISTORY & EDUCATION 136958 0 0 0 0 0 6848 0 21327 0 165133 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 1200000 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 3 2214188 APPRAISALS 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 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 3,423. 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 11A, 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 AMERICANS FOR BATTLEFIELD PRESERVATION B 20000 CASH 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.