NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES (EIN 53-0210807)
Tax period: 2014-07-01 to 2015-06-30
Filed: 2016-03-31
IRS object ID: 201640959349300714
Schema version: 2014v6.0
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 F
Schedule G
Schedule I
Schedule J
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-03-31T12:52:04-07:00	ReturnTs
Tax Period End	2015-06-30	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2014-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	530210807	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	NATI	BusinessNameControlTxt
Phone	2025886000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2600 Virginia Avenue NW Suite 1100	AddressLine1Txt
City	Washington	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20037	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Stephanie Meeks	PersonNm
Person Title	President and CEO	PersonTitleTxt
Phone	2025886000	PhoneNum
Signature	2016-03-31	SignatureDt

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-08-17 19:52:53Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	National Trust for Historic Preservation in the United States	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2600 Virginia Avenue NW	AddressLine1Txt
Address Line2	Suite 1100	AddressLine2Txt
City	Washington	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20037	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$59,415,309	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	savingplaces.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1949	FormationYr
Legal Domicile State	DC	LegalDomicileStateCd
Activity Or Mission	The National Trust for Historic Preservation protects significant places representing our diverse cultural experiences by taking direct action and inspiring broad public support.	ActivityOrMissionDesc
Voting Members Governing Body	29	VotingMembersGoverningBodyCnt
Voting Members Independent	29	VotingMembersIndependentCnt
Total Employee	478	TotalEmployeeCnt
Total Volunteers	385	TotalVolunteersCnt
Total Gross UBI	$259,161	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$584,675	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$26,392,308	PYContributionsGrantsAmt
CY Contributions Grants	$24,924,529	CYContributionsGrantsAmt
PY Program Service Revenue	$5,401,573	PYProgramServiceRevenueAmt
CY Program Service Revenue	$4,438,682	CYProgramServiceRevenueAmt
PY Investment Income	$15,536,125	PYInvestmentIncomeAmt
CY Investment Income	$14,862,645	CYInvestmentIncomeAmt
PY Other Revenue	$2,985,866	PYOtherRevenueAmt
CY Other Revenue	$3,576,801	CYOtherRevenueAmt
PY Total Revenue	$50,315,872	PYTotalRevenueAmt
CY Total Revenue	$47,802,657	CYTotalRevenueAmt
PY Grants And Similar Paid	$3,795,158	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$4,275,792	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$23,611,062	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$23,959,303	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$340,178	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$251,096	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$7,629,366	CYTotalFundraisingExpenseAmt
PY Other Expenses	$24,357,955	PYOtherExpensesAmt
CY Other Expenses	$24,837,982	CYOtherExpensesAmt
PY Total Expenses	$52,104,353	PYTotalExpensesAmt
CY Total Expenses	$53,324,173	CYTotalExpensesAmt
PY Revenues Less Expenses	-$1,788,481	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$5,521,516	CYRevenuesLessExpensesAmt
Total Assets BOY	$330,728,418	TotalAssetsBOYAmt
Total Assets EOY	$307,425,707	TotalAssetsEOYAmt
Total Liabilities BOY	$36,156,885	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$36,361,547	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$294,571,533	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$271,064,160	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	The National Trust for Historic Preservation protects significant places representing our diverse cultural experience by taking direct action and inspiring broad public support.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$18,352,716	ExpenseAmt
Grant	$2,063,627	GrantAmt
Revenue	$5,785,791	RevenueAmt
Desc	Historic Sites - The National Trust and its partners are the stewards of 27 National Trust Historic Sites, a nationally significant collection of historic places that represent a wide variety of architectural styles and structures, magnificent landscapes, remarkable object collections and diverse stories that bring American history to life. In 2015 the National Trust owned and managed 12 of these sites (one through a long-term lease): owned 9 sites that are managed by independent local organizations; and provided limited support to six other sites that are owned and managed by other entities. These historic sites are open to the public with more than 900,000 visitors annually. The history, stories, people, collections, architecture and landscapes of these sites are interpreted to on-site visitors, and through social media, websites and written communication to many more people. The sites serve their communities by providing educational programs, events and unique gathering places for community residents. The National Trust and its partner organizations maintain the sites as good models for historic preservation, collections management, interpretation and comprehensive stewardship.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$12,132,230	ExpenseAmt
Grant	$2,230,838	GrantAmt
Revenue	$1,210,724	RevenueAmt
Desc	Historic Preservation & Conservation: Preservation Services includes 1) Work to save threatened historic places of national significance and where the preservation implications are national in scope; 2) Information and technical assistance to members, private and public organizations, and government bodies with respect to contemporary preservation issues and rehabilitation projects related to important historic buildings and landmarks; 3) Financial assistance to organizations to facilitate preservation education programs, conferences and retention of professional consultants; 4) Partnerships with state and local private nonprofit preservation groups to stimulate and retain their field services capacity, professionalism, leadership in their geographical location, financial strength, and ability to save historic resources; 5) Technical assistance and information to communities in all parts of the country working to revitalize their historic Main Street neighborhoods; 6) Operations of thirteen field offices including Boise, ID., Boston, Charleston, S.C., Chicago, Denver, Houston, Los Angeles, Nashville, New York City, Portland, OR, San Francisco, Seattle, and Washington, D. C., that work closely with organizations and governments at all levels to save historic places.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$5,924,784	ExpenseAmt
Grant	$103,831	GrantAmt
Revenue	$1,833,286	RevenueAmt
Desc	Historic Preservation & Conservation: Education - Communicates the benefits of historic preservation, threats to historic places, and achievements in saving historic places to members and the public. Provides a quarterly magazine, professional journal, niche audience newsletters and a website to highlight important preservation issues, communicates preservation successes and stimulates new interest in historic preservation. To mobilize action by the public, stages media campaigns such as the 11 Most Endangered Historic Places list and the Dozen Destinations list. Provides information about the legal and policy aspects of historic preservation. Develops and provides 78 tours to important destinations in the US and internationally.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmt	GrantGrantAmt	RevenueRevenueAmt	DescDesc
$1,685,455	$0	$721,199	Historic Preservation & Conservation: Membership Outreach - Educate the general public on the importance of and techniques for preserving the nation's architectural and cultural heritage.
$1,503,386	$0	$555,678	Historic Preservation & Conservation: Publications include: 1) "Preservation" the quarterly magazine chronicling individuals and programs working to save historic places; 2) "Forum Journal", a scholarly journal serving a network of preservation professionals, students and volunteers; 3) SavingPlaces.org and Preservation Leadership Forum offer online content and email communications that inspire and educate preservationists at all levels.

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$3,188,841	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$0	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$1,276,877	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$39,598,571	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	Yes (1)	DonorAdvisedFundInd
Conservation Easements	Yes (1)	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	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	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	Yes (1)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	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	0	TaxExemptBondsInd
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	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	361	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	478	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
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	29	GoverningBodyVotingMembersCnt
Independent Voting Member	29	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	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	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	Yes (1)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (1)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	AK	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	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	IL	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	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	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	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	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	TN	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	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	Denise Wise	PersonNm
Phone	2025886192	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2600 Virginia Avenue NW	AddressLine1Txt
Address Line2	Suite 1100	AddressLine2Txt
City	Washington	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20037	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Victor Ashe
Trustee	2	0	Yes (X)	$0	$0	$0
Leslie Greene Bowman
Trustee	2	0	Yes (X)	$0	$0	$0
Laura W Bush
Trustee	2	0	Yes (X)	$0	$0	$0
Susan Chapman Hughes
Trustee	2	0	Yes (X)	$0	$0	$0
Lawrence H Curtis
Trustee	2	0	Yes (X)	$0	$0	$0
Kevin D Daniels
Trustee	2	0	Yes (X)	$0	$0	$0
Gloria Estefan
Trustee	2	0	Yes (X)	$0	$0	$0
Kevin Gover
Trustee	2	0	Yes (X)	$0	$0	$0
Joe Grills
Trustee	2	0	Yes (X)	$0	$0	$0
F Sheffield Hale
Trustee	2	0	Yes (X)	$0	$0	$0
Marilyn Wood Hill
Trustee	2	0	Yes (X)	$0	$0	$0
Luis G Hoyos
Trustee	2	0	Yes (X)	$0	$0	$0
Fernando Lloveras San Miguel
Vice-Chairman of the Board of Trustees	2	0	Yes (X)	$0	$0	$0
Marcia V Mayo
Trustee	2	0	Yes (X)	$0	$0	$0
Vincent L Michael
Trustee	2	0	Yes (X)	$0	$0	$0
F Joseph Moravec
Trustee	2	0	Yes (X)	$0	$0	$0
Martha Nelson
Trustee	2	0	Yes (X)	$0	$0	$0
Marita Rivero
Chairman of the Board of Trustees	2	0	Yes (X)	$0	$0	$0	Yes (X)
Charles Morgan Royce
Trustee	2	0	Yes (X)	$0	$0	$0
G Jackson Tankersley Jr
Trustee	2	0	Yes (X)	$0	$0	$0
Mary M Thompson
Trustee	2	0	Yes (X)	$0	$0	$0
Kenneth R Woodcock
Trustee	2	0	Yes (X)	$0	$0	$0
Stephanie Toothman
Statuory Ex-Officio Trustee, Representative of the Secretary of the Interior	2	0	Yes (X)	$0	$0	$0
Edward Passarelli
Statutory Ex-Officio Trustee, Representative of the Attorney General	2	0	Yes (X)	$0	$0	$0
Earl A Powell
Ex-Officio Trustee, Director of the National Gallery	2	0	Yes (X)	$0	$0	$0
Lester G Fant
Non-Statutory Trustee, Representative of the Historic Sites Boards	2	0	Yes (X)	$0	$0	$0
K Vance Kelley AIA
Non-Statutory Trustee, Representative of the Advisors	2	0	Yes (X)	$0	$0	$0
Mark McDonald
Non-Statutory Trustee, Representative of the Statewide & Local Partners	2	0	Yes (X)	$0	$0	$0
Timothy P Whalen
Vice-Chairman of the Board of Trustees	2	0	Yes (X)	$0	$0	$0	Yes (X)
Stephanie Meeks
President and Chief Executive Officer	39	1		$444,570	$0	$56,028	Yes (X)
Paul Edmondson
Chief Legal Officer	39	1		$250,610	$0	$17,300	Yes (X)
Michael Forster
Chief Financial and Administrative Officer-Partial Year	39	1		$149,910	$0	$22,877	Yes (X)
Carla Washinko
Chief Financial/Administrative - OfficerPartial Year	39	1		$0	$0	$0	Yes (X)
David Brown
Chief Preservation Officer	40	0		$313,991	$0	$35,713		Yes (X)
Amy Maniatis
Chief Marketing Officer - Partial Year	40	0		$54,014	$0	$70		Yes (X)
Robert Bull
Chief Development Officer	40	0		$277,985	$0	$12,694		Yes (X)
Terry Richey
Chief Marketing Officer - Partial Year	40	0		$186,428	$0	$26,502		Yes (X)
Tom Cassidy
Vice President for Government Relations & Policy	40	0		$175,950	$0	$38,476			Yes (X)
Estevan Rael-Galvez
Vice President for Historic Sites	40	0		$174,398	$0	$6,794			Yes (X)
Kim Tran
Senior Director of Finance	40	0		$167,327	$0	$12,262			Yes (X)
Sam Kilpatrick
Controller	40	0		$165,950	$0	$24,143			Yes (X)
Barbara Pahl
Vice President for Western Field Offices	40	0		$158,712	$0	$19,204			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,519,845	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$272,063	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	34	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	Address Line2ContractorAddress/USAddress/AddressLine2Txt
Cambridge Associates LLC
125 High Street	Boston	MA	012202112	Investment Advisor	$419,715
Viget Labs LLC
105 West Broad Street	Falls Chuch	VA	22046	Consulting Services	$276,560	4th Floor
Barker & Scott Consulting LLC
1901 Quincy Street NW	Washington	DC	20011	Consulting Services	$228,950
BDO USA LLP
8401 Greensboro Drive	McLean	VA	22102	Audit and Tax Services	$228,902
Oak Grove Restoration Company
5815 Riggs Road	Laytonsville	MD	20882	Construction	$204,452

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	8	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$29,380	FederatedCampaignsAmt
Membership Dues	$1,106,092	MembershipDuesAmt
Fundraising	$455,841	FundraisingAmt
Related Organizations	$0	RelatedOrganizationsAmt
Government Grants	$715,023	GovernmentGrantsAmt
All Other Contributions	$22,618,193	AllOtherContributionsAmt
Noncash Contributions	$3,829,842	NoncashContributionsAmt
Total Contributions	$24,924,529	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Contract services/commissions	900099	$278,442	$278,442	$0	$0
Admissions and special events	900099	$3,276,246	$3,047,617	$228,629	$0
Advertising	541800	$619,729	$0	$619,729	$0
Reimbursement of expenses	900099	$264,265	$264,265	$0	$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$4,438,682	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,884,415	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$976,941	UnrelatedBusinessRevenueAmt
Exclusion	$5,861,356	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,673,855	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$248,280	UnrelatedBusinessRevenueAmt
Exclusion	$1,425,575	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$3,167,139	RealAmt
Personal	$0	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$2,533,433	RealAmt
Personal	$0	PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$633,706	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$633,706	TotalRevenueColumnAmt
Related Or Exempt Func Income	$633,706	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$18,448,931	SecuritiesAmt
Other	$0	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$8,470,701	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$9,978,230	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,978,230	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$9,978,230	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$69,478	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$455,841	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$194,137	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$124,659	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$124,659	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$773,226	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$414,381	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$358,845	TotalRevenueColumnAmt
Related Or Exempt Func Income	$219,381	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$139,464	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Insurance repayments	900099	$183,273	$183,273	$0	$0
Sale of property and miscellaneous income	900099	$1,579,755	$1,579,755	$0	$0
Transfer endowemnt to another organization	900099	-$913,112	-$913,112	$0	$0

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$185,138	TotalRevenueColumnAmt
Related Or Exempt Func Income	$185,138	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$1,035,054	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$47,802,657	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,478,465	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$259,161	UnrelatedBusinessRevenueAmt
Exclusion	$17,140,502	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$4,240,640	TotalAmt
Program Services	$4,240,640	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$35,152	TotalAmt
Program Services	$35,152	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$845,087	TotalAmt
Program Services	$395,396	ProgramServicesAmt
Management And General	$259,334	ManagementAndGeneralAmt
Fundraising	$190,357	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$19,056,637	TotalAmt
Program Services	$13,475,453	ProgramServicesAmt
Management And General	$2,355,354	ManagementAndGeneralAmt
Fundraising	$3,225,830	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$923,798	TotalAmt
Program Services	$643,702	ProgramServicesAmt
Management And General	$121,369	ManagementAndGeneralAmt
Fundraising	$158,727	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,541,519	TotalAmt
Program Services	$820,556	ProgramServicesAmt
Management And General	$450,606	ManagementAndGeneralAmt
Fundraising	$270,357	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,592,262	TotalAmt
Program Services	$1,109,488	ProgramServicesAmt
Management And General	$209,193	ManagementAndGeneralAmt
Fundraising	$273,581	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$82,507	TotalAmt
Program Services	$42,730	ProgramServicesAmt
Management And General	$27,288	ManagementAndGeneralAmt
Fundraising	$12,489	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$228,416	TotalAmt
Program Services	$2,462	ProgramServicesAmt
Management And General	$213,251	ManagementAndGeneralAmt
Fundraising	$12,703	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$251,096	TotalAmt
Fundraising	$251,096	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$919,137	TotalAmt
Program Services	$579,056	ProgramServicesAmt
Management And General	$340,081	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$5,147,327	TotalAmt
Program Services	$4,171,028	ProgramServicesAmt
Management And General	$276,559	ManagementAndGeneralAmt
Fundraising	$699,740	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$157,551	TotalAmt
Program Services	$133,201	ProgramServicesAmt
Management And General	$12,838	ManagementAndGeneralAmt
Fundraising	$11,512	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$794,708	TotalAmt
Program Services	$426,086	ProgramServicesAmt
Management And General	$336,290	ManagementAndGeneralAmt
Fundraising	$32,332	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$3,125,172	TotalAmt
Program Services	$2,108,676	ProgramServicesAmt
Management And General	$581,379	ManagementAndGeneralAmt
Fundraising	$435,117	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,443,640	TotalAmt
Program Services	$1,139,684	ProgramServicesAmt
Management And General	$79,982	ManagementAndGeneralAmt
Fundraising	$223,974	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$232,112	TotalAmt
Program Services	$73,163	ProgramServicesAmt
Management And General	$158,949	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$132,656	TotalAmt
Program Services	$132,656	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$538,180	TotalAmt
Program Services	$282,783	ProgramServicesAmt
Management And General	$170,417	ManagementAndGeneralAmt
Fundraising	$84,980	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$698,956	TotalAmt
Program Services	$624,279	ProgramServicesAmt
Management And General	$49,318	ManagementAndGeneralAmt
Fundraising	$25,359	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Printing	$1,684,091	$1,074,152	$17,549	$592,390
Real estate	$3,464,222	$3,463,460	$0	$762
Maintenance	$1,003,930	$987,201	$3,553	$13,176
Property development	$1,893,589	$1,893,589	$0	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,291,788	TotalAmt
Program Services	$1,743,978	ProgramServicesAmt
Management And General	$432,926	ManagementAndGeneralAmt
Fundraising	$1,114,884	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$53,324,173	TotalAmt
Program Services	$39,598,571	ProgramServicesAmt
Management And General	$6,096,236	ManagementAndGeneralAmt
Fundraising	$7,629,366	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,846,984	BOYAmt
EOY	$2,117,720	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$14,412,764	BOYAmt
EOY	$11,704,585	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$522,670	BOYAmt
EOY	$1,465,369	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$614,388	BOYAmt
EOY	$618,576	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$751,200	BOYAmt
EOY	$740,475	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$12,280,110	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$3,613,199	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$8,397,465	BOYAmt
EOY	$8,666,911	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$97,488,514	BOYAmt
EOY	$84,628,218	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$204,135,424	BOYAmt
EOY	$194,246,944	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$195,479	BOYAmt
EOY	$305,642	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$2,363,530	BOYAmt
EOY	$2,931,267	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$330,728,418	BOYAmt
EOY	$307,425,707	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$7,814,537	BOYAmt
EOY	$5,590,950	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,288,757	BOYAmt
EOY	$1,631,641	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$4,474,080	BOYAmt
EOY	$6,450,616	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$22,579,511	BOYAmt
EOY	$22,688,340	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$36,156,885	BOYAmt
EOY	$36,361,547	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$110,143,348	BOYAmt
EOY	$103,932,976	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$97,352,485	BOYAmt
EOY	$80,284,338	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$87,075,700	BOYAmt
EOY	$86,846,846	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$294,571,533	BOYAmt
EOY	$271,064,160	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$330,728,418	BOYAmt
EOY	$307,425,707	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$5,521,516	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$17,985,857	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$0	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	$32,697,211	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$10,206,904	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$27,738,980	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$26,392,308	CurrentTaxYearMinus1YearAmt
Current Tax Year	$24,924,529	CurrentTaxYearAmt
Total	$121,959,932	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$32,697,211	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$10,206,904	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$27,738,980	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$26,392,308	CurrentTaxYearMinus1YearAmt
Current Tax Year	$24,924,529	CurrentTaxYearAmt
Total	$121,959,932	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$13,451,643	SubstantialContributorsTotAmt
Public Support Total170	$108,508,289	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,559,300	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,454,847	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,426,389	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,412,395	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,285,099	CurrentTaxYearAmt
Total	$24,138,030	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,141,188	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$33,925	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$197,926	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$156,350	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,035,054	CurrentTaxYearAmt
Total	$6,564,443	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$152,662,405	TotalSupportAmt
Gross Receipts Rltd Activities	$39,078,832	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.71077	PublicSupportCY170Pct
Public Support PY170	0.761	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule A, Part II, Line 10	FormAndLineReferenceDesc
Explanation	Other income includes 1) Insurance loss repayments of 183,273, 2) Sale of property of 1,579,755, 3) Transfer of endowment to another organization (913,112), 4) Other miscellaneous income of 185,138 for a total of 1,035,054.	ExplanationTxt

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	$48,953	FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$477,250	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$526,203	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$45,168,604	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$45,694,807	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	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$131,287	CurrentYearMinus3Amt
Current Year Minus2	$319,761	CurrentYearMinus2Amt
Current Year Minus1	$409,244	CurrentYearMinus1Amt
Current Year	$526,203	CurrentYearAmt
Total	$1,386,495	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$364	CurrentYearMinus3Amt
Current Year Minus2	$1,318	CurrentYearMinus2Amt
Current Year Minus1	$5,077	CurrentYearMinus1Amt
Current Year	$48,953	CurrentYearAmt
Total	$55,712	TotalAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	8	DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held	1	FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri	$20,000	DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri	$0	FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants	$310,234	DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants	$7,500	FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY	$8,000,071	DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY	$167,150	FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (1)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (1)	DisclosedForCharitablePrpsInd
Protection Natural Habitat	Yes (X)	ProtectionNaturalHabitatInd
Preservation Open Space	Yes (X)	PreservationOpenSpaceInd
Historic Land Area	Yes (X)	HistoricLandAreaInd
Historic Structure	Yes (X)	HistoricStructureInd
Total Easements	114	TotalEasementsCnt
Total Acreage	817.38	TotalAcreageCnt
Historic Structure Easements	96	HistoricStructureEasementsCnt
Historic Strctr Easements Aftr	1	HistoricStrctrEasementsAftrCnt
Modified Easements	1	ModifiedEasementsCnt
States Easements Held	24	StatesEasementsHeldCnt
Written Policy Monitoring	Yes (1)	WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement	3617.00	StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement	$234,810	ExpensesIncurredEnforcementAmt
Section170h Rqr Stsfd	Yes (1)	Section170hRqrStsfdInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$0	RevenuesIncludedAmt
Assets Included	$0	AssetsIncludedAmt

Held Works Art HeldWorksArtGrp

Field	Value	IRS element (for citing)
Revenues Included	$3,567,500	RevenuesIncludedAmt
Assets Included	$2,107,300	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	Yes (1)	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$291,685,068	BeginningYearBalanceAmt
Contributions	-$63,855	ContributionsAmt
Investment Earnings Or Losses	-$4,930,949	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,372,952	GrantsOrScholarshipsAmt
Other Expenditures	$13,831,414	OtherExpendituresAmt
Administrative Expenses	$1,375,507	AdministrativeExpensesAmt
End Year Balance	$270,110,391	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$261,829,310	BeginningYearBalanceAmt
Contributions	$803,634	ContributionsAmt
Investment Earnings Or Losses	$43,987,167	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,221,096	GrantsOrScholarshipsAmt
Other Expenditures	$12,221,232	OtherExpendituresAmt
Administrative Expenses	$1,492,715	AdministrativeExpensesAmt
End Year Balance	$291,685,068	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$214,323,028	BeginningYearBalanceAmt
Contributions	$35,418,617	ContributionsAmt
Investment Earnings Or Losses	$23,822,209	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,049,822	GrantsOrScholarshipsAmt
Other Expenditures	$9,418,813	OtherExpendituresAmt
Administrative Expenses	$1,265,909	AdministrativeExpensesAmt
End Year Balance	$261,829,310	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$207,739,528	BeginningYearBalanceAmt
Contributions	$42,735	ContributionsAmt
Investment Earnings Or Losses	$12,411,881	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$464,012	GrantsOrScholarshipsAmt
Other Expenditures	$4,822,285	OtherExpendituresAmt
Administrative Expenses	$584,819	AdministrativeExpensesAmt
End Year Balance	$214,323,028	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$222,398,439	BeginningYearBalanceAmt
Contributions	$1,144,422	ContributionsAmt
Investment Earnings Or Losses	-$1,387,967	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$861,308	GrantsOrScholarshipsAmt
Other Expenditures	$11,989,512	OtherExpendituresAmt
Administrative Expenses	$1,564,546	AdministrativeExpensesAmt
End Year Balance	$207,739,528	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.36	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.32	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.32	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$0	OtherCostOrOtherBasisAmt
Book Value	$0	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$5,240,418	OtherCostOrOtherBasisAmt
Depreciation	$1,277,821	DepreciationAmt
Book Value	$3,962,597	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$3,264,435	OtherCostOrOtherBasisAmt
Depreciation	$334,576	DepreciationAmt
Book Value	$2,929,859	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$3,775,257	OtherCostOrOtherBasisAmt
Depreciation	$2,000,802	DepreciationAmt
Book Value	$1,774,455	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$0	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$0	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$8,666,911	TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

Field	Value	IRS element (for citing)
Book Value	$0	BookValueAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

Field	Value	IRS element (for citing)
Book Value	$0	BookValueAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Investments in subsidiaries	$8,764,771	C
Other non-publically held investments	$185,482,173	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$194,246,944	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)

DescDesc	AmtAmt
Gift annuities	$1,370,982
Endowment for Congressional Cemetery	$4,898,439
Endowment for Val-Kil	$113,939
Endowment for Montpelier	$9,044,245
Endowment for Belle Grove	$255,808
Endowment for Cliveden	$601,135
Charitable Remainder Trusts	$534,433
Emerson School Depoist Reserve	$9,816
Deferred Rent	$5,531,009
357b Plan Balance	$328,534

Field	Value	IRS element (for citing)
Total Liability	$22,688,340	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$30,416,289	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$17,985,859	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$910,108	DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants	$0	RecoveriesPriorYearGrantsAmt
Other Revenue	$0	OtherRevenueAmt
Revenue Not Reported	-$17,075,751	RevenueNotReportedAmt
Revenue Subtotal	$47,492,040	RevenueSubtotalAmt
Investment Expenses Not Incld	$919,137	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$608,520	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$310,617	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$47,802,657	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$53,923,662	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$910,108	DonatedServicesUseFcltsAmt
Prior Year Adjustments	$0	PriorYearAdjustmentsAmt
Losses Reported	$0	LossesReportedAmt
Other Expenses Included	$608,518	OtherExpensesIncludedAmt
Expenses Not Reported	$1,518,626	ExpensesNotReportedAmt
Expenses Subtotal	$52,405,036	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$919,137	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$0	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$919,137	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$53,324,173	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part II, Line 3	One conservation easement was amended during 2015. The easement was transferred from another easement holding organization and was amended, consistent with the conversation easement's preservation and conservation's purposes, in accordance with the National Trust's Easement Amendment Policy. The amendment increased the amount of property protected by the easement and added additional restrictions on the property.
Schedule D, Part II, Line 4	Number of states where properties subject to conservation easements are located was 24 plus the District of Columbia for a total of 25.
Schedule D, Part II, Line 5	The National Trust's Board-established easement policy sets out general standards for acquisition, inspection and enforcement. These policies are reflected in easement deeds, authorizing inspection rights and full enforcement powers. The National Trust physically inspects its easements on a regular basis. In addition to physical monitoring, the National Trust also monitors properties through the provision of technical advice to property owners related to the care and maintenance of their property. Also, the National Trust using the Secretary of the interior's Standards for the Treatment of Historic Properties, reviews the existing condition of a property whenever it receives a request to make a change or alteration from a property owner. The National Trust enforces restrictions in easements, including through legal action when necessary.
Schedule D, Part II, Line 9	Expenses relating to the administration of the National Trust's easement program are included as program-related expenses on the Statement of Functional Expenses. The value of easements is not included on the Statement of Financial Position.
Schedule D, Part III, Line 1	The Trust follows the accounting practice of not including in its assets the cost or appraised value of any of its historic sites, which upon receipt may be retained by the Trust. Related expenditures for restoration, stabilization, reconstruction and development are charged to expense as incurred. Properties accepted with the intent of sale are recognized as revenue at the time of receipt at the estimated fair value less costs for historic evaluation, repair, maintenance costs and impact of the easement. The historic sites, including objects and furnishings owned by the Trust with the intent of retention are not reported in the accompanying balance sheets under the accounting policy stated above.
Schedule D, Part III, Line 4	The National Trust owns certain historic sites that are operated as museums or are otherwise integral to the Trust's charitable and educational preservation program. These historic sites, most of which contain significant collections of furnishings, are regularly open to the public.
Schedule D, Part V, Line 4	The National Trust's endowment funds are used to support the costs of maintaining its historic sites, for grants to preservation organizations and similar purposes and to support the variety of National Trust's charitable and educational programs and activities. A portion of the endowment is unrestricted and used for general operating support for the organization.
Schedule D, Part X, Line 2	The Trust accounts for uncertain tax positions in accordance with FASB Accounting Standards Codification (ASC) 740, Income Taxes (ASC-740), which requires that a tax position be recognized or de-recognized based on a "more likely than not" threshold. This applies to positions taken or expected to be taken in a tax return. The Trust does not believe its financial statements include any material uncertain tax positions. The Trust is still open to examination by taxing authorities from fiscal year ended June 30, 2012 forward.
Schedule D, Part XI, Line 4b	Cost of goods sold of 414,383 plus special event expenses of 194,137 for a total of 608,520.
Schedule D, Part XII, Line 2d	Cost of goods sold of 414,381 plus special event expenses of 194,137 for a total of 608,518.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	0	0	Investments	$49,970,930
Europe (including Iceland and Greenland)	0	0	Grantmaking	$35,152

Field	Value	IRS element (for citing)
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Total Spent	$50,006,082	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

Field	Value	IRS element (for citing)
Region	Europe (including Iceland and Greenland)	RegionTxt
Purpose Of Grant	Preservation	PurposeOfGrantTxt
Cash Grant	$35,152	CashGrantAmt
Manner Of Cash Disbursement	Wire transfer	MannerOfCashDisbursementTxt
Non Cash Assistance	$0	NonCashAssistanceAmt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule F, Part I, Line 2	FormAndLineReferenceDesc
Explanation	The International Organization of National Trusts (INTO) is an association of National Trusts from throughout the world. As one of the oldest and largest National Trusts, NTHP plays a leadership role in the oversight and management of INTO. David J Brown, Executive Director and Chief Preservation Officer with NTHP, sits on the Executive Committee of INTO, where NTHP has a permanent seat. In that capacity, he reviews budgets and expenditures of the INTO Secretariat and works closely with the Head of the Secretariat on INTO issues of special interests in the United States.	ExplanationTxt

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
Avalon Consulting
2300 M Street NW	Suite 700	Washington	DC	20036	Telemarketing Services	0	$0	$243,647	-$243,647
Public Interest Communications Inc
7700 Leesburg Pike	Suite 301 North	Falls Church	VA	22043	Telemarketing Services	0	$0	$7,449	-$7,449

Field	Value	IRS element (for citing)
Total Gross Receipts	$0	TotalGrossReceiptsAmt
Total Retained By Contractors	$251,096	TotalRetainedByContractorsAmt
Total Net To Organization	-$251,096	TotalNetToOrganizationAmt
Licensed States	AK	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	AZ	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	IN	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WI	LicensedStatesCd
Licensed States	WV	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Shadows Special Event	Event1Nm
Gross Receipts Event1	$38,740	GrossReceiptsEvent1Amt
Charitable Contri Event1	$33,200	CharitableContriEvent1Amt
Gross Revenue Event1	$5,540	GrossRevenueEvent1Amt
Cash Prizes Event1	$0	CashPrizesEvent1Amt
Non Cash Prizes Event1	$0	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$0	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$0	FoodAndBeverageEvent1Amt
Entertainment Event1	$0	EntertainmentEvent1Amt
Other Direct Expenses Event1	$8,328	OtherDirectExpensesEvent1Amt
Event2	Wilson House Spring Event	Event2Nm
Gross Receipts Event2	$25,060	GrossReceiptsEvent2Amt
Charitable Contri Event2	$13,643	CharitableContriEvent2Amt
Gross Revenue Event2	$11,417	GrossRevenueEvent2Amt
Cash Prizes Event2	$0	CashPrizesEvent2Amt
Non Cash Prizes Event2	$0	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$0	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$0	FoodAndBeverageEvent2Amt
Entertainment Event2	$0	EntertainmentEvent2Amt
Other Direct Expenses Event2	$12,993	OtherDirectExpensesEvent2Amt
Other Events Total	5	OtherEventsTotalCnt
Gross Receipts Other Events	$461,539	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$408,998	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$52,541	GrossRevenueOtherEventsAmt
Cash Prizes Other Events	$0	CashPrizesOtherEventsAmt
Non Cash Prizes Other Events	$0	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$0	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$0	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$0	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$172,816	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$525,339	GrossReceiptsTotalAmt
Charitable Contributions Tot	$455,841	CharitableContributionsTotAmt
Gross Revenue Total Events	$69,498	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$0	CashPrizesTotalEventsAmt
Non Cash Prizes Total Events	$0	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$0	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$0	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$0	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$194,137	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$194,137	DirectExpenseSummaryEventsAmt
Net Income Summary	-$124,639	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (82 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Address Line2USAddress/AddressLine2Txt	Business Name Line2RecipientBusinessName/BusinessNameLine2Txt
Archaeological Conservancy
1717 Firard Boulevard NE	Albuquerque	NM	87106	953403273	501(c)3	$10,000
Ashkenaz Music and Dance Center
1317 San Pablo Avenue	Berkeley	CA	94702	943268992	501(c)3	$27,000
Association for Preservation of Congressional Cemetery
1801 E Street SE	Washington	DC	20003	521071828	501(c)3	$206,818
Association for Preservation of Natchitoches
PO Box 2248	Natchitoches	LA	71457	237125857	501(c)3	$7,500
Atomic Heritage Foundation
910 17th Street NW	Washington	DC	20006	030380408	501(c)3	$15,000	No 408
Auditorium Theatre of Roosevelt University Inc
50 East Congress Parkway	Chicago	IL	60605	363145476	501(c)3	$10,000
Berkeley Architectural Heritage Association
PO Box 1137	Berkeley	CA	94701	510180759	501(c)3	$10,000
Building Energy Inc
1338 Warrington Road	Deerfield	IL	60015	454819239	501(c)3	$49,200
Campti Field of Dreams Inc
211 Edenborn Street	Campti	LA	71411	721489375	501(c)3	$8,500
Capital Hill Housing Improvement
1620 12th Avenue	Seattle	WA	98122	910979968	501(c)3	$20,500	Suite 205
Central City Opera House Association
400 South Colorado Blvd	Denver	CO	80246	846002285	501(c)3	$7,438	No 530
Christ United Methodist Church
401 High Street	Chestertown	MD	21620	521264025	501(c)3	$8,420
Church of the Good Shepherd
1823 Ninth Street	Berkeley	CA	94710	941156840	501(c)3	$25,000
City Wide Mortgage & Credit Counseling
8 N Main Street	Dayton	OH	45402	311462024	501(c)3	$12,000
Cliveden Inc
6401 Germantown Avenue	Philadelphia	PA	19144	232232675	501(c)3	$65,603
Columbus Landmark Foundation
61 Jefferson Avenue	Columbus	OH	43215	310914612	501(c)3	$10,000
Danville Business Alliance
346 Mill Street	Danville	PA	17821	233076617	501(c)3	$8,000
Drayton Hall Preservation Trust
3380 Ashley River Road	Charleston	SC	29414	454938941	501(c)3	$1,887,412
Dumbarton House NSCDA
2715 Q Street NW	Washington	DC	20007	530224364	501(c)3	$7,000
Dunbarton Town Hall & Theater RestorProj
88 Twist Hill Road	Dunbarton	NH	03046	452595332	501(c)3	$6,000
Eleanor Roosevelt Val-Kill Partnership Inc
4097 Albany Post Road	Hyde Park	NY	12538	464020564	501(c)3	$86,574
Energy Center of Wisconsin
749 University Row	Madison	WI	53705	391656021	501(c)3	$63,042	Suite 320
Energy Resource Management
1331 Lovejoy Street	Portland	OR	97209	270716667	501(c)3	$30,439	No 850
Filoli Center Inc
86 Canada Road	Woodside	CA	94062	952996648	501(c)3	$25,000
Friends of Cedar Mesa
PO Box 338	Bluff	UT	84512	352426283	501(c)3	$15,000
Friends of Mount Auburn Cemetery
580 Mount Auburn Street	Cambridge	MA	02138	223084639	501(c)3	$9,350
Friends of Petrified National Forest
Box 2217	Petrified Forest	AZ	86028	465506774	501(c)3	$11,300
Friends of the Natatorium
PO Box 25715	Honolulu	HI	96825	990250247	501(c)3	$7,500
Galveston Historical Foundation Inc
502 20th Street	Galveston	TX	77550	741487824	501(c)3	$10,000
Georgia Trust for Historic Preservation
934 Georgia Avenue	Macon	GA	31201	237357226	501(c)3	$19,000
Goucher College
1021 Dulaney Valley Road	Baltimore	MD	21204	520691613	501(c)3	$7,500
Historic Charles Foundation
PO Box 1120	Charleston	SC	29402	576000599	501(c)3	$6,135
Historic Kansas City Foundation
234 West 10th Street	Kansas City	MO	64105	237368504	501(c)3	$6,195
Land Heritage Institute Foundation
114 East Cevallos	San Antonio	TX	78204	300067383	501(c)3	$15,000
Lend Lease Construction
One North Wacker Drive	Chicago	IL	60606	560315630	501(c)3	$20,198	No 870
Lifelong Medical Care
PO Box 11247	Berkeley	CA	94712	942502308	501(c)3	$25,000
Lower East Side Tenement Museum
91 Orchard Street	New York	NY	10002	133475390	501(c)3	$30,000
Mason City Downtown Association
9 North Federal Avenue	Mason City	IA	50401	481256121	501(c)3	$10,000
Merchant's House Museum
29 East 4th Street	New York	NY	10003	237186077	501(c)3	$10,000
Milwaukee Preservation Alliance
PO Box 510642	Milwaukee	WI	53202	432026706	501(c)3	$10,000
Model T Auto Heritage Complex Inc
461 Piquette Avenue	Detroit	MI	48202	383455896	501(c)3	$6,500
Mokuaikaua Church
75-5713 Alii Drive	Kailua Kona	HI	96740	990113266	501(c)3	$5,800
Montpelier Foundation
PO Box 67	Montpelier Station	VA	22957	311620682	501(c)3	$38,100	13384 Laundry Road
New Hampshire Preservation Alliance
PO Box 268	Concord	NH	03302	222603277	501(c)3	$8,700
New York Landmarks Conservancy Inc
One Whitehall Street	Bowling Green	NY	10004	232603277	501(c)3	$10,000
Oatlands Inc
20850 Oatlands Plantation Lane	Leesburg	VA	20175	541118635	501(c)3	$19,748
Ohio Historical Society
800 E 17th Street	Columbus	OH	43211	314389673	501(c)3	$10,000
Paleocultural Research Group
PO Box 745309	Arvada	CO	80006	860840634	501(c)3	$10,000
Panida Theater
300 N First Avenue	Sandpoint	ID	83864	820233559	501(c)3	$5,500
Preservation America Trust
7342 Linton Road	Sparta	GA	31087	311584853	501(c)3	$9,333
Preservation North Carolina
PO Box 27644	Raleigh	NC	27611	561145386	501(c)3	$10,000
Preservation Society of Charleston Inc
PO Box 521	Charleston	SC	29402	570439524	501(c)3	$20,500
Preservation Trust of Vermont Inc
104 Church Street	Burlington	VT	05401	030281195	501(c)3	$6,022
Preservation Virginia
204 West Franklin Street	Richmond	VA	23220	540568800	501(c)3	$8,000
Preserve Rhode Island
957 North Main Street	Providence	RI	02904	056012417	501(c)3	$7,500
Queen Anne's County Historical Society
PO Box 62	Centerville	MD	21617	526049578	501(c)3	$10,000
San Francisco Heritage
2007 Franklin Street	San Francisco	CA	94109	237135037	501(c)3	$251,500
San Juan Mountain Association
PO Box 2261	Durango	CO	81302	237437775	501(c)3	$5,308
Save the Star House
PO Drawer 1447	Shawnee	OK	74802	474977786	501(c)3	$15,000
Seventh Regiment Armory Conservancy
643 Park Avenue	New York	NY	10065	134086800	501(c)3	$10,000
Shrewsbury Parish
Route 213	Kennedyville	MD	21619	521956132	501(c)3	$15,000
St Mary Church Dubuque Iowa Corp
1229 Mt Loretta Avenue	Dubuque	IA	52004	420741001	501(c)3	$10,000
St John the Divine Community Art & Education Center
PO Box 6415	Kansas City	KS	66103	454935865	501(c)3	$10,000
Sweet Home Alumni Seguin
3340 Sweet Home Road	Sequin	TX	78155	471823326	501(c)3	$6,578
Telluride Council for the Arts & Humanities
283 S Fir Street	Telluride	CO	81435	840712952	501(c)3	$10,000
Trustees of the Mercer Fonthill Museum
84 South Pine Street	Doylestown	PA	18901	231976299	501(c)3	$5,150
United States Lightship Museum Inc
1 Melvin Avenue	Beverly	MA	01915	264349122	501(c)3	$250,000
Utah Heritage Foundation
PO Box 28	Salt Lake City	UT	84110	810272392	501(c)3	$5,652
Waterfront Historic Area League
128 Union Street	New Bedford	MA	02740	946130520	501(c)3	$16,763
Wayfarers Chapel
5755 Palos Verdes Drive South	Rancho Palos Verdes	CA	90275	046002669	501(c)3	$10,000
West End Citizens Association Inc
PO Box 13	Cambridge	MD	21613	522028162	501(c)3	$25,000
Wisconsin Historical Foundation
816 State Street	Madison	WI	53706	390921093	501(c)3	$58,520
World Conference of Mayors Inc
PO Box 6491	San Antonio	TX	78209	521373507	501(c)3	$10,000
York Country Heritage Trust
250 East Market Street	York	PA	17403	231352323	501(c)3	$10,000
Bureau of Land Management Utah State Office
440 West 200 South	Salt Lake City	UT	84145	840437540		$6,000	Suite 500
City of San Marcos
630 E Hopkins	San Marcos	TX	78666	746002238		$7,500
Dept of the Interior NPS Jefferson National Expansion Memorial
11 N 4th Street	St Louis	MO	63102	530197094		$10,000
Harris County Sports & Convention Corp
One NRG Park	Houston	TX	77054	760604222		$25,000
Mayor & Council of Snow Hill
103 Bank Street	Snow Hill	MD	21863	526000807		$6,000
San Miguel County Colorado
POB 1170	Telluride	CO	81435	846000806		$10,000	333 West CO Avenue
Town of Aquinnah
65 State Road	Aquinnah	MA	02535	046001154		$10,000
US Forest Service-Black Hills National Forest
PO Box 301550	Los Angeles	CA	90030	300155563		$10,000		C/O Citibank

Field	Value	IRS element (for citing)
Total501c3 Org	74	Total501c3OrgCnt
Total Other Org	8	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2	FormAndLineReferenceDesc
Explanation	Grant recipients are required to submit a final report at the end of the project, within one year of the date of the disbursement. Grantees must submit a budget and state how the funds were used at the end of the project. If a funding match is required, proof of the receipts is required.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	Yes (X)	TravelForCompanionsInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
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	Yes (1)	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 (12 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
Stephanie Meeks
President and Chief Executive Officer	$444,570	$0	$0	$0	$0	$0	$36,500	$0	$19,528	$0	$500,598	$0	$0	$0
Paul Edmondson
Chief Legal Officer	$250,610	$0	$0	$0	$0	$0	$13,000	$0	$4,300	$0	$267,910	$0	$0	$0
Michael Forster
Chief Financial and Administrative Officer-Partial Year	$149,907	$0	$0	$0	$0	$0	$7,914	$0	$14,963	$0	$172,784	$0	$0	$0
David Brown
Chief Preservation Officer	$313,991	$0	$0	$0	$0	$0	$13,000	$0	$22,713	$0	$349,704	$0	$0	$0
Amy Maniatis
Chief Marketing Officer - Partial Year	$54,014	$0	$0	$0	$0	$0	$0	$0	$47	$0	$54,061	$0	$0	$0
Terry Richey
Chief Marketing Officer - Partial Year	$186,428	$0	$0	$0	$0	$0	$9,572	$0	$16,930	$0	$212,930	$0	$0	$0
Robert Bull
Chief Development Officer	$277,985	$0	$0	$0	$0	$0	$12,694	$0	$0	$0	$290,679	$0	$0	$0
Tom Cassidy
Vice President for Government Relations & Policy	$175,950	$0	$0	$0	$0	$0	$9,437	$0	$29,039	$0	$214,426	$0	$0	$0
Estevan Rael-Galvez
Vice President for Historic Sites	$174,398	$0	$0	$0	$0	$0	$0	$0	$6,794	$0	$181,192	$0	$0	$0
Kim Tran
Senior Director of Finance	$167,327	$0	$0	$0	$0	$0	$8,542	$0	$3,720	$0	$179,589	$0	$0	$0
Sam Kilpatrick
Controller	$165,949	$0	$0	$0	$0	$0	$8,560	$0	$15,543	$0	$190,052	$0	$0	$0
Barbara Pahl
Vice President for Western Field Offices	$158,712	$0	$0	$0	$0	$0	$8,152	$0	$11,052	$0	$177,916	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a	Travel for Companions: Travel for the President's spouse to NTHP meetings was authorized and treated as taxable income, in accordance with standard operating procedures.
Schedule J, Part I, Line 3	The National Trust did not rely on a related organization to establish the top management's official's compensation and the National Trust's top management official (President) received no compensation from a related organization.
Schedule J, Part I, Line 4	Employees who received severance payments were Cynthia Malinick (30,870), Mark Harmon (7,000), James Blackerby (4,000) and Tanya Bowers(15,850). Contributions to 457b Plan accounts were made by employees Paul Edmondson (22,800) and Carla Washinko (833.36).

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	42	ContributionCnt
Noncash Contributions Rpt F990	$262,342	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Net proceeds, stock gifts	MethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$3,567,500	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Sale of property	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
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 (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4b	Historic Preservation & Conservation: Membership Outreach - Educate the general public on the importance of and techniques of preserving the nation's architectural and cultural heritage.
Form 990, Part VI, Section A, Line 6	The National Trust for Historic Preservation in the United States is a member organization with 154,874 members.
Form 990, Part VI, Section A, Line 7a	The Organization's members have the right to elect the members of the Board of Trustees (other than statutory ex-officio Trustees). Elections are conducted at an annual membership meeting held in conjunction with an annual conference in the Fall.
Form 990, Part VI, Section B, Line 11b	A copy of the Organization's 990 was provided to all members of the Organization's Board of Trustees before it was filed. The process for review was a follows: The form is prepared by staff and reviewed by management and the Independent accounting firm BDO. The draft is then made available to the Audit Committee and all board members (either digitally or in hard copy, depending on their preference). Any changes following these reviews were again reviewed by BDO before the final 990 was filed.
Form 990, Part VI, Section B, Line 12c	The Organization's conflict of interest policy is sent to the board members once a year with a disclosure form that asks Trustees to describe interest in or relationships with both for-profit entities and to describe any transactions (direct or indirect) with the Organization. Trustees are also required to disclose annually any business or family relationships with other Trustees and with Officers and Key Employees of the Organization (identified by name), consistent with the disclosure obligation of Part VI, Line 2. Trustees are regularly reminded of their obligation under the policy for potential transactions. The policy also provides a process for review of potential conflicts.
Form 990, Part VI, Section B, Line 15	The Organization's Compensation Subcommittee of the Executive Committee reviews compensation of the President and top management staff (including Officers and Key Employees). All members of the Compensation Subcommittee are independent members of the Board of Trustees. The Organization regularly engages with an independent consultant to prepare a compensation study and comparability analysis, and such information for the Officers and Key Employees is made available to the Compensation Subcommittee. The Compensation Subcommittee approves compensation of the President in advance and in writing. Compensation of the other Officers and Key Employees is reviewed by the Compensation Subcommittee but is set by the President.
Form 990, Part VI, Section C, Line 19	The Organization makes digital copies of the Statutory Charter, Bylaws, Conflict of Interest Policy, Whistleblower Policy, Audit Committee Charter,Form 990, Form 990-T and current Audited Financial Statements available on its website, www.savingplaces.org under "about us/governance." These documents are also made available to any person in hard copy upon request.
Form 990, Part VII, Section A, Line 1a	Carla Washinko, the current Chief Financial and Administrative Officer, was not hired until after 12/31/14, therefore no compensation is reported in Part VII, Section A, Line 1a.
Form 990, Part IX, Line 11g	Other fees for service includes: 1) Consulting fees of 2,491,639, 2) Architect fees of 45,719, 3) Commissions of 319,349, 4) Telemarketing fees of 55,319, 5) Technology consulting of 263,231, 6) catering and special events of 1,125,315, 7) Data management fees of 112,818, 8) Credit card fees of 224,791, 9) Temporary employment fees of 65,367, 10) Other miscellaneous of 443,779 for a total of 5,147,327.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	Heritage Travel LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1155 15th Street NW	AddressLine1Txt
Address Line2	Suite 300	AddressLine2Txt
City	Washington	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20005	ZIPCd

Field	Value	IRS element (for citing)
EIN	261983358	EIN
Primary Activities	Travel	PrimaryActivitiesTxt
Legal Domicile State	DE	LegalDomicileStateCd
Total Income	$1,249,739	TotalIncomeAmt
End Of Year Assets	$1,946,216	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	National Trust Community Investment Corporation	BusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
NT CDFI Inc
2600 Virginia Avenue NW	Suite 1100	Washington	DC	20037	412138426	Community Development	DE	501 (c) (3)	11 Type 1	NTHP	Yes (1)
National Main Street Center Inc
2600 Virginia Avenue NW	Suite 1100	Washington	DC	20037	461405965	Historic Preservation, Revitalize Downtown	DE	501 (c) (3)	509 (a) (2)	NTHP	Yes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	National Trust Insurance Services Inc	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	24 Commerce Street	AddressLine1Txt
City	Baltimore	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21202	ZIPCd

Field	Value	IRS element (for citing)
EIN	200590526	EIN
Primary Activities	Insurance Agency	PrimaryActivitiesTxt
Legal Domicile State	MD	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	National Trust Community Investment Corporation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Predominant Income Type	Unrelated	PredominantIncomeTypeTxt
Share Of Total Income	$429,282	ShareOfTotalIncomeAmt
Share Of EOY Assets	$63,147	ShareOfEOYAssetsAmt
Disproportionate Allocations	0	DisproportionateAllocationsInd
Ownership	0.99	OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Charitable Remainder Unitrusts - 4 NTHP
2600 Virginia Avenue NW	Suite 1100	Washington	DC	20037	530210807	Charitable Trusts	DC	N/A	T	-$143,647	$983,942	1	0
National Trust Community Investment Corporation
1155 15th Street NW	Suite 300	Washington	DC	20005	743091833	Community Investments	DE		C	$5,101,622	$11,100,259	1	0	NTHP

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (1)	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	Yes (1)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	Yes (1)	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	Yes (1)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (20 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
National Trust Community Investment Corporation
a-iii	$564,846	Book Value
National Trust Community Investment Corporation
d	$194,404	Book Value
National Trust Community Investment Corporation
f	$2,785,000	Book Value
National Trust Community Investment Corporation
l	$30,000	Book Value
National Trust Community Investment Corporation
m	$3,000	Book Value
National Trust Community Investment Corporation
o	$61,300	Book Value
National Trust Community Investment Corporation
q	$344,363	Book Value
National Trust Community Investment Corporation
s	$810,183	Book Value
National Trust Insurance Services Inc
o	$59	Book Value
National Trust Insurance Services Inc
s	$395	Book Value
NT CDFI Inc
d	$585	Book Value
NT CDFI Inc
o	$5,080	Book Value
NT CDFI Inc
q	$1,377	Book Value
NT CDFI Inc
s	$6,118	Book Value
National Main Street Center Inc
a-iv	$57,391	Book Value
National Main Street Center Inc
b	$132,656	Book Value
National Main Street Center Inc
e	$144,873	Book Value
National Main Street Center Inc
l	$70,265	Book Value
National Main Street Center Inc
q	$1,262,649	Book Value
National Main Street Center Inc
s	$822,381	Book Value