2016-03-31T12:52:04-07:00 2015-06-30 990 2014-07-01 530210807 NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES NATI 2025886000 2600 Virginia Avenue NW Suite 1100 Washington DC 20037 Stephanie Meeks President and CEO 2025886000 2016-03-31 2014 2016-08-17 19:52:53Z National Trust for Historic Preservation in the United States 2600 Virginia Avenue NW Suite 1100 Washington DC 20037 59415309 0 X savingplaces.org X 1949 DC The National Trust for Historic Preservation protects significant places representing our diverse cultural experiences by taking direct action and inspiring broad public support. 29 29 478 385 259161 -584675 26392308 24924529 5401573 4438682 15536125 14862645 2985866 3576801 50315872 47802657 3795158 4275792 0 0 23611062 23959303 340178 251096 7629366 24357955 24837982 52104353 53324173 -1788481 -5521516 330728418 307425707 36156885 36361547 294571533 271064160 X The National Trust for Historic Preservation protects significant places representing our diverse cultural experience by taking direct action and inspiring broad public support. 0 0 18352716 2063627 5785791 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. 12132230 2230838 1210724 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. 5924784 103831 1833286 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. 1685455 0 721199 Historic Preservation & Conservation: Membership Outreach - Educate the general public on the importance of and techniques for preserving the nation's architectural and cultural heritage. 1503386 0 555678 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. 3188841 0 1276877 39598571 1 1 0 1 0 1 1 1 0 1 1 1 0 0 1 1 0 1 0 0 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 361 0 1 478 1 1 1 0 0 0 0 1 1 0 0 0 0 X 29 29 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 AK AR AZ CA CO CT DC FL GA HI IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X X Denise Wise 2025886192 2600 Virginia Avenue NW Suite 1100 Washington DC 20037 X Victor Ashe Trustee 2 0 X 0 0 0 Leslie Greene Bowman Trustee 2 0 X 0 0 0 Laura W Bush Trustee 2 0 X 0 0 0 Susan Chapman Hughes Trustee 2 0 X 0 0 0 Lawrence H Curtis Trustee 2 0 X 0 0 0 Kevin D Daniels Trustee 2 0 X 0 0 0 Gloria Estefan Trustee 2 0 X 0 0 0 Kevin Gover Trustee 2 0 X 0 0 0 Joe Grills Trustee 2 0 X 0 0 0 F Sheffield Hale Trustee 2 0 X 0 0 0 Marilyn Wood Hill Trustee 2 0 X 0 0 0 Luis G Hoyos Trustee 2 0 X 0 0 0 Fernando Lloveras San Miguel Vice-Chairman of the Board of Trustees 2 0 X 0 0 0 Marcia V Mayo Trustee 2 0 X 0 0 0 Vincent L Michael Trustee 2 0 X 0 0 0 F Joseph Moravec Trustee 2 0 X 0 0 0 Martha Nelson Trustee 2 0 X 0 0 0 Marita Rivero Chairman of the Board of Trustees 2 0 X X 0 0 0 Charles Morgan Royce Trustee 2 0 X 0 0 0 G Jackson Tankersley Jr Trustee 2 0 X 0 0 0 Mary M Thompson Trustee 2 0 X 0 0 0 Kenneth R Woodcock Trustee 2 0 X 0 0 0 Stephanie Toothman Statuory Ex-Officio Trustee, Representative of the Secretary of the Interior 2 0 X 0 0 0 Edward Passarelli Statutory Ex-Officio Trustee, Representative of the Attorney General 2 0 X 0 0 0 Earl A Powell Ex-Officio Trustee, Director of the National Gallery 2 0 X 0 0 0 Lester G Fant Non-Statutory Trustee, Representative of the Historic Sites Boards 2 0 X 0 0 0 K Vance Kelley AIA Non-Statutory Trustee, Representative of the Advisors 2 0 X 0 0 0 Mark McDonald Non-Statutory Trustee, Representative of the Statewide & Local Partners 2 0 X 0 0 0 Timothy P Whalen Vice-Chairman of the Board of Trustees 2 0 X X 0 0 0 Stephanie Meeks President and Chief Executive Officer 39 1 X 444570 0 56028 Paul Edmondson Chief Legal Officer 39 1 X 250610 0 17300 Michael Forster Chief Financial and Administrative Officer-Partial Year 39 1 X 149910 0 22877 Carla Washinko Chief Financial/Administrative - OfficerPartial Year 39 1 X 0 0 0 David Brown Chief Preservation Officer 40 0 X 313991 0 35713 Amy Maniatis Chief Marketing Officer - Partial Year 40 0 X 54014 0 70 Robert Bull Chief Development Officer 40 0 X 277985 0 12694 Terry Richey Chief Marketing Officer - Partial Year 40 0 X 186428 0 26502 Tom Cassidy Vice President for Government Relations & Policy 40 0 X 175950 0 38476 Estevan Rael-Galvez Vice President for Historic Sites 40 0 X 174398 0 6794 Kim Tran Senior Director of Finance 40 0 X 167327 0 12262 Sam Kilpatrick Controller 40 0 X 165950 0 24143 Barbara Pahl Vice President for Western Field Offices 40 0 X 158712 0 19204 2519845 0 272063 34 0 1 0 Cambridge Associates LLC 125 High Street Boston MA 012202112 Investment Advisor 419715 Viget Labs LLC 105 West Broad Street 4th Floor Falls Chuch VA 22046 Consulting Services 276560 Barker & Scott Consulting LLC 1901 Quincy Street NW Washington DC 20011 Consulting Services 228950 BDO USA LLP 8401 Greensboro Drive McLean VA 22102 Audit and Tax Services 228902 Oak Grove Restoration Company 5815 Riggs Road Laytonsville MD 20882 Construction 204452 8 29380 1106092 455841 0 715023 22618193 3829842 24924529 Contract services/commissions 900099 278442 278442 0 0 Admissions and special events 900099 3276246 3047617 228629 0 Advertising 541800 619729 0 619729 0 Reimbursement of expenses 900099 264265 264265 0 0 0 0 0 0 4438682 4884415 0 -976941 5861356 0 0 0 0 1673855 0 248280 1425575 3167139 0 2533433 0 633706 0 633706 633706 0 0 18448931 0 8470701 0 9978230 0 9978230 0 0 9978230 69478 455841 194137 -124659 0 -124659 0 0 0 0 0 0 773226 414381 358845 219381 139464 0 Insurance repayments 900099 183273 183273 0 0 Sale of property and miscellaneous income 900099 1579755 1579755 0 0 Transfer endowemnt to another organization 900099 -913112 -913112 0 0 185138 185138 0 0 1035054 47802657 5478465 259161 17140502 X 4240640 4240640 0 0 35152 35152 0 0 845087 395396 259334 190357 0 0 0 0 19056637 13475453 2355354 3225830 923798 643702 121369 158727 1541519 820556 450606 270357 1592262 1109488 209193 273581 0 0 0 0 82507 42730 27288 12489 228416 2462 213251 12703 0 0 0 0 251096 251096 919137 579056 340081 0 5147327 4171028 276559 699740 0 0 0 0 157551 133201 12838 11512 794708 426086 336290 32332 0 0 0 0 3125172 2108676 581379 435117 1443640 1139684 79982 223974 0 0 0 0 0 0 0 0 232112 73163 158949 0 132656 132656 0 0 538180 282783 170417 84980 698956 624279 49318 25359 Printing 1684091 1074152 17549 592390 Real estate 3464222 3463460 0 762 Maintenance 1003930 987201 3553 13176 Property development 1893589 1893589 0 0 3291788 1743978 432926 1114884 53324173 39598571 6096236 7629366 0 0 1846984 2117720 14412764 11704585 522670 1465369 0 0 0 0 0 0 614388 618576 751200 740475 12280110 3613199 8397465 8666911 97488514 84628218 204135424 194246944 195479 305642 0 0 2363530 2931267 330728418 307425707 7814537 5590950 0 0 1288757 1631641 0 0 0 0 0 0 0 0 4474080 6450616 22579511 22688340 36156885 36361547 X 110143348 103932976 97352485 80284338 87075700 86846846 294571533 271064160 330728418 307425707 -5521516 -17985857 0 0 0 0 X 0 1 X 1 1 1 X 32697211 10206904 27738980 26392308 24924529 121959932 0 0 0 0 0 0 0 0 0 0 0 0 32697211 10206904 27738980 26392308 24924529 121959932 13451643 108508289 3559300 1454847 5426389 6412395 7285099 24138030 0 0 0 0 0 0 5141188 33925 197926 156350 1035054 6564443 152662405 39078832 0.71077 0.761 X Schedule A, Part II, Line 10 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48953 477250 526203 45168604 45694807 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 131287 319761 409244 526203 1386495 250000 250000 250000 250000 1000000 1500000 364 1318 5077 48953 55712 8 1 20000 0 310234 7500 8000071 167150 1 1 X X X X 114 817.38 96 1 1 24 1 3617.00 234810 1 0 0 3567500 2107300 X X X X 1 291685068 -63855 -4930949 1372952 13831414 1375507 270110391 261829310 803634 43987167 1221096 12221232 1492715 291685068 214323028 35418617 23822209 1049822 9418813 1265909 261829310 207739528 42735 12411881 464012 4822285 584819 214323028 222398439 1144422 -1387967 861308 11989512 1564546 207739528 0.36 0.32 0.32 0 0 0 0 0 0 5240418 1277821 3962597 0 3264435 334576 2929859 0 3775257 2000802 1774455 0 0 0 0 8666911 0 0 Investments in subsidiaries 8764771 C Other non-publically held investments 185482173 F 194246944 0 Gift annuities 1370982 Endowment for Congressional Cemetery 4898439 Endowment for Val-Kil 113939 Endowment for Montpelier 9044245 Endowment for Belle Grove 255808 Endowment for Cliveden 601135 Charitable Remainder Trusts 534433 Emerson School Depoist Reserve 9816 Deferred Rent 5531009 357b Plan Balance 328534 22688340 X 30416289 -17985859 910108 0 0 -17075751 47492040 919137 -608520 310617 47802657 53923662 910108 0 0 608518 1518626 52405036 919137 0 919137 53324173 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. 1 Central America and the Caribbean 0 0 Investments 49970930 Europe (including Iceland and Greenland) 0 0 Grantmaking 35152 0 0 50006082 Europe (including Iceland and Greenland) Preservation 35152 Wire transfer 0 1 1 1 0 1 1 1 0 Schedule F, Part I, Line 2 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. X X X X X X X 1 Avalon Consulting 2300 M Street NW Suite 700 Washington DC 20036 Telemarketing Services 0 0 243647 -243647 Public Interest Communications Inc 7700 Leesburg Pike Suite 301 North Falls Church VA 22043 Telemarketing Services 0 0 7449 -7449 0 251096 -251096 AK AR AZ CA CO CT FL GA HI IL IN KS KY LA MD ME MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV Shadows Special Event 38740 33200 5540 0 0 0 0 0 8328 Wilson House Spring Event 25060 13643 11417 0 0 0 0 0 12993 5 461539 408998 52541 0 0 0 0 0 172816 525339 455841 69498 0 0 0 0 0 194137 194137 -124639 1 Archaeological Conservancy 1717 Firard Boulevard NE Albuquerque NM 87106 953403273 501(c)3 10000 Ashkenaz Music and Dance Center 1317 San Pablo Avenue Berkeley CA 94702 943268992 501(c)3 27000 Association for Preservation of Congressional Cemetery 1801 E Street SE Washington DC 20003 521071828 501(c)3 206818 Association for Preservation of Natchitoches PO Box 2248 Natchitoches LA 71457 237125857 501(c)3 7500 Atomic Heritage Foundation 910 17th Street NW No 408 Washington DC 20006 030380408 501(c)3 15000 Auditorium Theatre of Roosevelt University Inc 50 East Congress Parkway Chicago IL 60605 363145476 501(c)3 10000 Berkeley Architectural Heritage Association PO Box 1137 Berkeley CA 94701 510180759 501(c)3 10000 Building Energy Inc 1338 Warrington Road Deerfield IL 60015 454819239 501(c)3 49200 Campti Field of Dreams Inc 211 Edenborn Street Campti LA 71411 721489375 501(c)3 8500 Capital Hill Housing Improvement 1620 12th Avenue Suite 205 Seattle WA 98122 910979968 501(c)3 20500 Central City Opera House Association 400 South Colorado Blvd No 530 Denver CO 80246 846002285 501(c)3 7438 Christ United Methodist Church 401 High Street Chestertown MD 21620 521264025 501(c)3 8420 Church of the Good Shepherd 1823 Ninth Street Berkeley CA 94710 941156840 501(c)3 25000 City Wide Mortgage & Credit Counseling 8 N Main Street Dayton OH 45402 311462024 501(c)3 12000 Cliveden Inc 6401 Germantown Avenue Philadelphia PA 19144 232232675 501(c)3 65603 Columbus Landmark Foundation 61 Jefferson Avenue Columbus OH 43215 310914612 501(c)3 10000 Danville Business Alliance 346 Mill Street Danville PA 17821 233076617 501(c)3 8000 Drayton Hall Preservation Trust 3380 Ashley River Road Charleston SC 29414 454938941 501(c)3 1887412 Dumbarton House NSCDA 2715 Q Street NW Washington DC 20007 530224364 501(c)3 7000 Dunbarton Town Hall & Theater RestorProj 88 Twist Hill Road Dunbarton NH 03046 452595332 501(c)3 6000 Eleanor Roosevelt Val-Kill Partnership Inc 4097 Albany Post Road Hyde Park NY 12538 464020564 501(c)3 86574 Energy Center of Wisconsin 749 University Row Suite 320 Madison WI 53705 391656021 501(c)3 63042 Energy Resource Management 1331 Lovejoy Street No 850 Portland OR 97209 270716667 501(c)3 30439 Filoli Center Inc 86 Canada Road Woodside CA 94062 952996648 501(c)3 25000 Friends of Cedar Mesa PO Box 338 Bluff UT 84512 352426283 501(c)3 15000 Friends of Mount Auburn Cemetery 580 Mount Auburn Street Cambridge MA 02138 223084639 501(c)3 9350 Friends of Petrified National Forest Box 2217 Petrified Forest AZ 86028 465506774 501(c)3 11300 Friends of the Natatorium PO Box 25715 Honolulu HI 96825 990250247 501(c)3 7500 Galveston Historical Foundation Inc 502 20th Street Galveston TX 77550 741487824 501(c)3 10000 Georgia Trust for Historic Preservation 934 Georgia Avenue Macon GA 31201 237357226 501(c)3 19000 Goucher College 1021 Dulaney Valley Road Baltimore MD 21204 520691613 501(c)3 7500 Historic Charles Foundation PO Box 1120 Charleston SC 29402 576000599 501(c)3 6135 Historic Kansas City Foundation 234 West 10th Street Kansas City MO 64105 237368504 501(c)3 6195 Land Heritage Institute Foundation 114 East Cevallos San Antonio TX 78204 300067383 501(c)3 15000 Lend Lease Construction One North Wacker Drive No 870 Chicago IL 60606 560315630 501(c)3 20198 Lifelong Medical Care PO Box 11247 Berkeley CA 94712 942502308 501(c)3 25000 Lower East Side Tenement Museum 91 Orchard Street New York NY 10002 133475390 501(c)3 30000 Mason City Downtown Association 9 North Federal Avenue Mason City IA 50401 481256121 501(c)3 10000 Merchant's House Museum 29 East 4th Street New York NY 10003 237186077 501(c)3 10000 Milwaukee Preservation Alliance PO Box 510642 Milwaukee WI 53202 432026706 501(c)3 10000 Model T Auto Heritage Complex Inc 461 Piquette Avenue Detroit MI 48202 383455896 501(c)3 6500 Mokuaikaua Church 75-5713 Alii Drive Kailua Kona HI 96740 990113266 501(c)3 5800 Montpelier Foundation PO Box 67 13384 Laundry Road Montpelier Station VA 22957 311620682 501(c)3 38100 New Hampshire Preservation Alliance PO Box 268 Concord NH 03302 222603277 501(c)3 8700 New York Landmarks Conservancy Inc One Whitehall Street Bowling Green NY 10004 232603277 501(c)3 10000 Oatlands Inc 20850 Oatlands Plantation Lane Leesburg VA 20175 541118635 501(c)3 19748 Ohio Historical Society 800 E 17th Street Columbus OH 43211 314389673 501(c)3 10000 Paleocultural Research Group PO Box 745309 Arvada CO 80006 860840634 501(c)3 10000 Panida Theater 300 N First Avenue Sandpoint ID 83864 820233559 501(c)3 5500 Preservation America Trust 7342 Linton Road Sparta GA 31087 311584853 501(c)3 9333 Preservation North Carolina PO Box 27644 Raleigh NC 27611 561145386 501(c)3 10000 Preservation Society of Charleston Inc PO Box 521 Charleston SC 29402 570439524 501(c)3 20500 Preservation Trust of Vermont Inc 104 Church Street Burlington VT 05401 030281195 501(c)3 6022 Preservation Virginia 204 West Franklin Street Richmond VA 23220 540568800 501(c)3 8000 Preserve Rhode Island 957 North Main Street Providence RI 02904 056012417 501(c)3 7500 Queen Anne's County Historical Society PO Box 62 Centerville MD 21617 526049578 501(c)3 10000 San Francisco Heritage 2007 Franklin Street San Francisco CA 94109 237135037 501(c)3 251500 San Juan Mountain Association PO Box 2261 Durango CO 81302 237437775 501(c)3 5308 Save the Star House PO Drawer 1447 Shawnee OK 74802 474977786 501(c)3 15000 Seventh Regiment Armory Conservancy 643 Park Avenue New York NY 10065 134086800 501(c)3 10000 Shrewsbury Parish Route 213 Kennedyville MD 21619 521956132 501(c)3 15000 St Mary Church Dubuque Iowa Corp 1229 Mt Loretta Avenue Dubuque IA 52004 420741001 501(c)3 10000 St John the Divine Community Art & Education Center PO Box 6415 Kansas City KS 66103 454935865 501(c)3 10000 Sweet Home Alumni Seguin 3340 Sweet Home Road Sequin TX 78155 471823326 501(c)3 6578 Telluride Council for the Arts & Humanities 283 S Fir Street Telluride CO 81435 840712952 501(c)3 10000 Trustees of the Mercer Fonthill Museum 84 South Pine Street Doylestown PA 18901 231976299 501(c)3 5150 United States Lightship Museum Inc 1 Melvin Avenue Beverly MA 01915 264349122 501(c)3 250000 Utah Heritage Foundation PO Box 28 Salt Lake City UT 84110 810272392 501(c)3 5652 Waterfront Historic Area League 128 Union Street New Bedford MA 02740 946130520 501(c)3 16763 Wayfarers Chapel 5755 Palos Verdes Drive South Rancho Palos Verdes CA 90275 046002669 501(c)3 10000 West End Citizens Association Inc PO Box 13 Cambridge MD 21613 522028162 501(c)3 25000 Wisconsin Historical Foundation 816 State Street Madison WI 53706 390921093 501(c)3 58520 World Conference of Mayors Inc PO Box 6491 San Antonio TX 78209 521373507 501(c)3 10000 York Country Heritage Trust 250 East Market Street York PA 17403 231352323 501(c)3 10000 Bureau of Land Management Utah State Office 440 West 200 South Suite 500 Salt Lake City UT 84145 840437540 6000 City of San Marcos 630 E Hopkins San Marcos TX 78666 746002238 7500 Dept of the Interior NPS Jefferson National Expansion Memorial 11 N 4th Street St Louis MO 63102 530197094 10000 Harris County Sports & Convention Corp One NRG Park Houston TX 77054 760604222 25000 Mayor & Council of Snow Hill 103 Bank Street Snow Hill MD 21863 526000807 6000 San Miguel County Colorado POB 1170 333 West CO Avenue Telluride CO 81435 846000806 10000 Town of Aquinnah 65 State Road Aquinnah MA 02535 046001154 10000 US Forest Service-Black Hills National Forest C/O Citibank PO Box 301550 Los Angeles CA 90030 300155563 10000 74 8 Schedule I, Part I, Line 2 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. X 1 1 X X X X X 1 1 0 0 0 0 0 0 0 Stephanie Meeks President and Chief Executive Officer 444570 0 0 0 0 0 36500 0 19528 0 500598 0 0 0 Paul Edmondson Chief Legal Officer 250610 0 0 0 0 0 13000 0 4300 0 267910 0 0 0 Michael Forster Chief Financial and Administrative Officer-Partial Year 149907 0 0 0 0 0 7914 0 14963 0 172784 0 0 0 David Brown Chief Preservation Officer 313991 0 0 0 0 0 13000 0 22713 0 349704 0 0 0 Amy Maniatis Chief Marketing Officer - Partial Year 54014 0 0 0 0 0 0 0 47 0 54061 0 0 0 Terry Richey Chief Marketing Officer - Partial Year 186428 0 0 0 0 0 9572 0 16930 0 212930 0 0 0 Robert Bull Chief Development Officer 277985 0 0 0 0 0 12694 0 0 0 290679 0 0 0 Tom Cassidy Vice President for Government Relations & Policy 175950 0 0 0 0 0 9437 0 29039 0 214426 0 0 0 Estevan Rael-Galvez Vice President for Historic Sites 174398 0 0 0 0 0 0 0 6794 0 181192 0 0 0 Kim Tran Senior Director of Finance 167327 0 0 0 0 0 8542 0 3720 0 179589 0 0 0 Sam Kilpatrick Controller 165949 0 0 0 0 0 8560 0 15543 0 190052 0 0 0 Barbara Pahl Vice President for Western Field Offices 158712 0 0 0 0 0 8152 0 11052 0 177916 0 0 0 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). X 42 262342 Net proceeds, stock gifts X 2 3567500 Sale of property 0 0 1 0 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. Heritage Travel LLC 1155 15th Street NW Suite 300 Washington DC 20005 261983358 Travel DE 1249739 1946216 National Trust Community Investment Corporation NT CDFI Inc 2600 Virginia Avenue NW Suite 1100 Washington DC 20037 412138426 Community Development DE 501 (c) (3) 11 Type 1 NTHP 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 1 National Trust Insurance Services Inc 24 Commerce Street Baltimore MD 21202 200590526 Insurance Agency MD National Trust Community Investment Corporation Unrelated 429282 63147 0 0.99 Charitable Remainder Unitrusts - 4 NTHP 2600 Virginia Avenue NW Suite 1100 Washington DC 20037 530210807 Charitable Trusts DC N/A T -143647 983942 1 0 National Trust Community Investment Corporation 1155 15th Street NW Suite 300 Washington DC 20005 743091833 Community Investments DE NTHP C 5101622 11100259 1 0 1 1 0 1 0 1 0 0 0 1 0 1 1 0 1 0 1 1 1 National Trust Community Investment Corporation a-iii 564846 Book Value National Trust Community Investment Corporation d 194404 Book Value National Trust Community Investment Corporation f 2785000 Book Value National Trust Community Investment Corporation l 30000 Book Value National Trust Community Investment Corporation m 3000 Book Value National Trust Community Investment Corporation o 61300 Book Value National Trust Community Investment Corporation q 344363 Book Value National Trust Community Investment Corporation s 810183 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 5080 Book Value NT CDFI Inc q 1377 Book Value NT CDFI Inc s 6118 Book Value National Main Street Center Inc a-iv 57391 Book Value National Main Street Center Inc b 132656 Book Value National Main Street Center Inc e 144873 Book Value National Main Street Center Inc l 70265 Book Value National Main Street Center Inc q 1262649 Book Value National Main Street Center Inc s 822381 Book Value