NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES (EIN 53-0210807)
Tax period: 2013-07-01 to 2014-06-30
Filed: 2015-04-14
IRS object ID: 201531049349301013
Schema version: 2013v4.0
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	2015-04-14T08:08:58-07:00	ReturnTs
Tax Period End	2014-06-30	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-07-01	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	BusinessNameLine1

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	AddressLine1
Address Line2	Suite 1000	AddressLine2
City	Washington	City
State	DC	State
ZIP Code	20037	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Stephanie Meeks	PersonNm
Person Title	President and CEO	PersonTitleTxt
Phone	2025886000	PhoneNum
Signature	2015-04-13	SignatureDt

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Address PrincipalOfcrBusinessAddress

Field	Value	IRS element (for citing)
Business Name Line1	Stephanie Meeks	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2600 Virginia Avenue N W	AddressLine1
City	Washington	City
State	DC	State
ZIP Code	20037	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$104,737,301	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	preservationnation.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 experience by taking direct action and inspiring broad public support.	ActivityOrMissionDesc
Voting Members Governing Body	38	VotingMembersGoverningBodyCnt
Voting Members Independent	38	VotingMembersIndependentCnt
Total Employee	497	TotalEmployeeCnt
Total Volunteers	403	TotalVolunteersCnt
Total Gross UBI	$511,223	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$548,871	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$27,738,980	PYContributionsGrantsAmt
CY Contributions Grants	$26,392,308	CYContributionsGrantsAmt
PY Program Service Revenue	$6,419,667	PYProgramServiceRevenueAmt
CY Program Service Revenue	$5,401,573	CYProgramServiceRevenueAmt
PY Investment Income	$43,806,378	PYInvestmentIncomeAmt
CY Investment Income	$15,536,125	CYInvestmentIncomeAmt
PY Other Revenue	$3,208,550	PYOtherRevenueAmt
CY Other Revenue	$2,985,866	CYOtherRevenueAmt
PY Total Revenue	$81,173,575	PYTotalRevenueAmt
CY Total Revenue	$50,315,872	CYTotalRevenueAmt
PY Grants And Similar Paid	$4,571,315	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$3,795,158	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$23,262,739	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$23,611,062	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$129,447	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$340,178	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$7,731,458	CYTotalFundraisingExpenseAmt
PY Other Expenses	$21,585,292	PYOtherExpensesAmt
CY Other Expenses	$24,357,955	CYOtherExpensesAmt
PY Total Expenses	$49,548,793	PYTotalExpensesAmt
CY Total Expenses	$52,104,353	CYTotalExpensesAmt
PY Revenues Less Expenses	$31,624,782	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,788,481	CYRevenuesLessExpensesAmt
Total Assets BOY	$298,677,434	TotalAssetsBOYAmt
Total Assets EOY	$330,728,418	TotalAssetsEOYAmt
Total Liabilities BOY	$30,651,575	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$36,156,885	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$268,025,859	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$294,571,533	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	$19,186,683	ExpenseAmt
Grant	$1,196,751	GrantAmt
Revenue	$5,105,817	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 2014 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 of historic preservation, collections management, interpretation and comprehensive stewardship.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$12,938,410	ExpenseAmt
Grant	$3,274,871	GrantAmt
Revenue	$1,340,550	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) Operation 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	$5,079,863	ExpenseAmt
Grant	$138,226	GrantAmt
Revenue	$1,065,357	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 America's 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
$1,214,871	$0	$768,851	Historic Preservation & Conservation: Membership Outreach - Educate the general public on the importance of and techniques for preserving the nation's architectural and cultural heritage.
$1,645,299	$0	$696,287	Historic Preservation & Conservation: Publications include: "Preservation" the quarterly magazine chronicling individuals and programs working to save historic places: "Forum Bulletin", a scholarly journal serving a network of preservation professionals, students, and volunteers. Print publications are complemented by newsletters and online stories that foster knowledge and facilitate participation in public and private historic preservation projects.

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$2,860,170	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$0	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$1,465,138	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$40,065,126	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	246	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	497	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	38	GoverningBodyVotingMembersCnt
Independent Voting Member	38	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	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	IN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	LA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MO	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	Sam Kilpatrick	PersonNm
Phone	2025886192	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2600 Virginia Avenue NW	AddressLine1
Address Line2	Suite 1000	AddressLine2
City	Washington	City
State	DC	State
ZIP Code	20037	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (56 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
Jack Davis
Trustee	2	0	Yes (X)	$0	$0	$0
Kim Elliman
Trustee	2	0	Yes (X)	$0	$0	$0
Gloria Estefan
Trustee	2	0	Yes (X)	$0	$0	$0
Paul Goldberger
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
Irvin M Henderson
Trustee	2	0	Yes (X)	$0	$0	$0
Marilynn Wood Hill
Trustee	2	0	Yes (X)	$0	$0	$0
Luis G Hoyos
Trustee	2	0	Yes (X)	$0	$0	$0
Diane Keaton
Trustee	2	0	Yes (X)	$0	$0	$0
Elizabeth Kennan
Trustee	2	0	Yes (X)	$0	$0	$0
Nancy Killefer
Trustee	2	0	Yes (X)	$0	$0	$0
Fernando Lloveras San Miguel
Trustee	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
Martin LJ Newman
Trustee	2	0	Yes (X)	$0	$0	$0
Martha Nelson
Trustee	2	0	Yes (X)	$0	$0	$0
Clement A Price
Trustee	2	0	Yes (X)	$0	$0	$0
Marita Rivero
Trustee	2	0	Yes (X)	$0	$0	$0
Charles Morgan Royce
Trustee	2	0	Yes (X)	$0	$0	$0
Jeffrey H Schutz
Trustee	2	0	Yes (X)	$0	$0	$0
Barbara G Sidway
Trustee	2	0	Yes (X)	$0	$0	$0
Mary M Thompson
Trustee	2	0	Yes (X)	$0	$0	$0
Timothy P Whalen
Trustee	2	0	Yes (X)	$0	$0	$0
Nancy A Bliss
Non-Statutory Ex-Officio Trustee, Representative of the Historic Sites Boards	2	0	Yes (X)	$0	$0	$0
Lester G Fant III
Non-Statutory Ex-Officio Trustee, Representative National Trust Historic Sites Councils & Boards	2	0	Yes (X)	$0	$0	$0
K Vance Kelley
Non-Statutory Ex-Officio Trustee Chair, National Trust Advisors	2	0	Yes (X)	$0	$0	$0
Bessie J LeGrand
Non-Statutory Ex-Officio Trustee Representative Main Street Coordinators	2	0	Yes (X)	$0	$0	$0
Monica Miller
Non-Statutory Ex-Officio Trustee, Representative of the Advisors	2	0	Yes (X)	$0	$0	$0
Mark McDonald
Non-Statutory Ex-Officio Trustee, Representative of the Statewide & Local Partners	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
Statutory Ex-Officio Trustee, Director of the National Gallery	2	0	Yes (X)	$0	$0	$0
Stephanie Toothman
Statutory Ex-Officio Trustee, Representative of the Secretary of the Interior	2	0	Yes (X)	$0	$0	$0
Carolyn Schwenker Brody
Chairman of the Board of Trustees	2	0	Yes (X)	$0	$0	$0	Yes (X)
Jorge L Hernandez
Vice-Chairman of the Board of Trustees	2	0	Yes (X)	$0	$0	$0	Yes (X)
Kenneth R Woodcock
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		$426,891	$0	$48,534	Yes (X)
Paul Edmondson
Chief Legal Officer	39	1		$252,125	$0	$16,810	Yes (X)
Rosemarie Rae Balla
Chief Financial and Administrative Officer	39	1		$258,965	$0	$31,864	Yes (X)
Michael Forster
Chief Financial and Administrative Officer-Partial Year	40	0		$0	$0	$0	Yes (X)
David Brown
Chief Preservation Officer	40	0		$304,229	$0	$34,038		Yes (X)
Terry Richey
Chief Marketing Officer	40	0		$208,242	$0	$24,646		Yes (X)
Debra Newman
Chief Development Officer	40	0		$198,279	$0	$0		Yes (X)
Robert Bull
Chief Development Officer	40	0		$104,167	$0	$11,230		Yes (X)
Tom Cassidy
Vice President for Government Relations & Policy	40	0		$171,586	$0	$36,640			Yes (X)
Sam Kilpatrick
Controller	40	0		$164,509	$0	$20,559			Yes (X)
Barbara Pahl
Vice President for Western Field Offices	40	0		$148,907	$0	$17,976			Yes (X)
Estevan Rael-Galvez
Vice President for Historic Sites	40	0		$168,335	$0	$21,264			Yes (X)
Kim Tran
Senior Director of Finance	40	0		$162,163	$0	$11,649			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,568,398	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$275,210	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	36	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1	CityContractorAddress/USAddress/City	StateContractorAddress/USAddress/State	ZIP CodeContractorAddress/USAddress/ZIPCode	ServicesServicesDesc	CompensationCompensationAmt	Business Name Line2ContractorName/BusinessName/BusinessNameLine2	Address Line2ContractorAddress/USAddress/AddressLine2
Cambridge Associates LLC
125 High Street	Boston	MA	012202112	Investment advisor	$648,913
KPMG LLP
1801 K Street NW	Washington	DC	20006	Audit and tax services	$267,600
Barker & Scott Consulting LLC
1901 Quincy Street NW	Washington	DC	20011	Consulting services	$158,379
Nixon Peabody LLC
401 9th Street NW	Washington	DC	20004	Legal services	$150,000	Attorney At Law	Suite 900

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	4	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$44,764	FederatedCampaignsAmt
Membership Dues	$1,129,754	MembershipDuesAmt
Fundraising	$431,780	FundraisingAmt
Related Organizations	$0	RelatedOrganizationsAmt
Government Grants	$1,011,721	GovernmentGrantsAmt
All Other Contributions	$23,774,289	AllOtherContributionsAmt
Noncash Contributions	$4,540,421	NoncashContributionsAmt
Total Contributions	$26,392,308	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	$422,589	$422,589	$0	$0
Admissions/special events	900099	$3,672,661	$3,672,661	$0	$0
Advertising	541800	$709,429	$0	$709,429	$0
Reimbursement of expenses	900099	$596,894	$596,894	$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	$5,401,573	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,603,917	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$465,158	UnrelatedBusinessRevenueAmt
Exclusion	$2,069,075	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	$1,707,338	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$87,888	UnrelatedBusinessRevenueAmt
Exclusion	$1,619,450	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$2,525,600	RealAmt
Personal	$0	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$1,727,553	RealAmt
Personal	$0	PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$798,047	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$798,047	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$798,047	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$65,991,867	SecuritiesAmt
Other	$0	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$52,059,659	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$13,932,208	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,932,208	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$13,932,208	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$92,692	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$431,780	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$221,991	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$129,299	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$129,299	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	$865,656	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$412,226	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$453,430	TotalRevenueColumnAmt
Related Or Exempt Func Income	$274,366	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$179,064	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Insurance repayments	900099	$151,905	$0	$0	$151,905
Other miscellaneous income	900099	$4,445	$4,445	$0	$0

Miscellaneous Revenue MiscellaneousRevenueGrp

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)
Other Revenue Total	$156,350	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$50,315,872	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,970,955	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$511,223	UnrelatedBusinessRevenueAmt
Exclusion	$18,441,386	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	$3,778,993	TotalAmt
Program Services	$3,778,993	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	$16,165	TotalAmt
Program Services	$16,165	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	$937,981	TotalAmt
Program Services	$480,354	ProgramServicesAmt
Management And General	$281,760	ManagementAndGeneralAmt
Fundraising	$175,867	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	$18,992,751	TotalAmt
Program Services	$13,379,297	ProgramServicesAmt
Management And General	$1,936,047	ManagementAndGeneralAmt
Fundraising	$3,677,407	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$690,267	TotalAmt
Program Services	$483,187	ProgramServicesAmt
Management And General	$75,929	ManagementAndGeneralAmt
Fundraising	$131,151	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,371,657	TotalAmt
Program Services	$960,160	ProgramServicesAmt
Management And General	$150,882	ManagementAndGeneralAmt
Fundraising	$260,615	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,618,406	TotalAmt
Program Services	$1,136,692	ProgramServicesAmt
Management And General	$196,867	ManagementAndGeneralAmt
Fundraising	$284,847	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	$206,450	TotalAmt
Program Services	$169,164	ProgramServicesAmt
Management And General	$37,286	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$263,586	TotalAmt
Program Services	$9,836	ProgramServicesAmt
Management And General	$223,500	ManagementAndGeneralAmt
Fundraising	$30,250	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	$340,178	TotalAmt
Fundraising	$340,178	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,279,470	TotalAmt
Program Services	$1,151,523	ProgramServicesAmt
Management And General	$127,947	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$4,278,306	TotalAmt
Program Services	$3,292,730	ProgramServicesAmt
Management And General	$358,394	ManagementAndGeneralAmt
Fundraising	$627,182	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	$2,110,127	TotalAmt
Program Services	$1,070,100	ProgramServicesAmt
Management And General	$47,964	ManagementAndGeneralAmt
Fundraising	$992,063	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$930,732	TotalAmt
Program Services	$695,278	ProgramServicesAmt
Management And General	$203,797	ManagementAndGeneralAmt
Fundraising	$31,657	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	$3,150,689	TotalAmt
Program Services	$2,533,594	ProgramServicesAmt
Management And General	$385,414	ManagementAndGeneralAmt
Fundraising	$231,681	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,406,058	TotalAmt
Program Services	$1,042,848	ProgramServicesAmt
Management And General	$68,810	ManagementAndGeneralAmt
Fundraising	$294,400	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	$279,573	TotalAmt
Program Services	$174,903	ProgramServicesAmt
Management And General	$102,618	ManagementAndGeneralAmt
Fundraising	$2,052	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$830,855	TotalAmt
Program Services	$830,855	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$363,155	TotalAmt
Program Services	$296,464	ProgramServicesAmt
Management And General	$32,190	ManagementAndGeneralAmt
Fundraising	$34,501	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$668,205	TotalAmt
Program Services	$651,561	ProgramServicesAmt
Management And General	$15,744	ManagementAndGeneralAmt
Fundraising	$900	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Printing	$1,761,142	$1,193,673	$9,487	$557,982
Real estate	$2,574,398	$2,562,755	$0	$11,643
Maintenance	$1,339,724	$1,311,123	$14,462	$14,139
Property development	$2,485,543	$2,485,250	$293	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$429,942	TotalAmt
Program Services	$358,621	ProgramServicesAmt
Management And General	$38,378	ManagementAndGeneralAmt
Fundraising	$32,943	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$52,104,353	TotalAmt
Program Services	$40,065,126	ProgramServicesAmt
Management And General	$4,307,769	ManagementAndGeneralAmt
Fundraising	$7,731,458	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	$2,441,500	BOYAmt
EOY	$1,846,984	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$15,148,778	BOYAmt
EOY	$14,412,764	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,035,056	BOYAmt
EOY	$522,670	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	$662,062	BOYAmt
EOY	$614,388	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$574,577	BOYAmt
EOY	$751,200	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$11,647,972	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$3,250,507	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$3,882,769	BOYAmt
EOY	$8,397,465	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$106,300,145	BOYAmt
EOY	$97,488,514	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$165,898,604	BOYAmt
EOY	$204,135,424	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$581,413	BOYAmt
EOY	$195,479	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	$2,152,530	BOYAmt
EOY	$2,363,530	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$298,677,434	BOYAmt
EOY	$330,728,418	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$8,236,073	BOYAmt
EOY	$7,814,537	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	$1,555,647	BOYAmt
EOY	$1,288,757	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	$4,996,388	BOYAmt
EOY	$4,474,080	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$15,863,467	BOYAmt
EOY	$22,579,511	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$30,651,575	BOYAmt
EOY	$36,156,885	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$102,394,672	BOYAmt
EOY	$110,143,348	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$78,757,557	BOYAmt
EOY	$97,352,485	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$86,873,630	BOYAmt
EOY	$87,075,700	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$268,025,859	BOYAmt
EOY	$294,571,533	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$298,677,434	BOYAmt
EOY	$330,728,418	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$1,788,481	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$28,334,155	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	$31,386,266	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$32,697,211	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$10,206,904	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$27,738,980	CurrentTaxYearMinus1YearAmt
Current Tax Year	$26,392,308	CurrentTaxYearAmt
Total	$128,421,669	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	$31,386,266	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$32,697,211	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$10,206,904	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$27,738,980	CurrentTaxYearMinus1YearAmt
Current Tax Year	$26,392,308	CurrentTaxYearAmt
Total	$128,421,669	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$10,224,452	SubstantialContributorsTotAmt
Public Support Total170	$118,197,217	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,894,812	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,559,300	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,454,847	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,426,389	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,836,855	CurrentTaxYearAmt
Total	$21,172,203	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	$188,195	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,141,188	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$33,925	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$197,926	CurrentTaxYearMinus1YearAmt
Current Tax Year	$156,350	CurrentTaxYearAmt
Total	$5,717,584	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$155,311,456	TotalSupportAmt
Gross Receipts Rltd Activities	$6,107,719	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.76103	PublicSupportCY170Pct
Public Support PY170	0.7591	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp

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 151,905 and 2) other miscellaneous revenue of 4,445 for a total of 156,350.	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	$5,077	FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$404,167	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$409,244	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$42,634,778	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$43,044,022	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	$178,541	CurrentYearMinus3Amt
Current Year Minus2	$131,287	CurrentYearMinus2Amt
Current Year Minus1	$319,761	CurrentYearMinus1Amt
Current Year	$409,244	CurrentYearAmt
Total	$1,038,833	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	$14,378	CurrentYearMinus3Amt
Current Year Minus2	$364	CurrentYearMinus2Amt
Current Year Minus1	$1,318	CurrentYearMinus1Amt
Current Year	$5,077	CurrentYearAmt
Total	$21,137	TotalAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	9	DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held	1	FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri	$0	DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri	$0	FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants	$363,725	DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants	$0	FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY	$9,106,066	DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY	$179,270	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	112	TotalEasementsCnt
Total Acreage	793.98	TotalAcreageCnt
Historic Structure Easements	95	HistoricStructureEasementsCnt
Historic Strctr Easements Aftr	0	HistoricStrctrEasementsAftrCnt
Modified Easements	1	ModifiedEasementsCnt
States Easements Held	24	StatesEasementsHeldCnt
Written Policy Monitoring	Yes (1)	WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement	3646	StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement	$212,235	ExpensesIncurredEnforcementAmt
Section170h Rqr Stsfd	Yes (1)	Section170hRqrStsfdInd

Held Works Art HeldWorksArtGrp

Field	Value	IRS element (for citing)
Revenues Included	$1,395,992	RevenuesIncludedAmt
Assets Included	$3,200,500	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	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$204,891,358	BeginningYearBalanceAmt
Contributions	$3,646,871	ContributionsAmt
Investment Earnings Or Losses	$26,199,028	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$867,993	GrantsOrScholarshipsAmt
Other Expenditures	$10,212,667	OtherExpendituresAmt
Administrative Expenses	$1,258,158	AdministrativeExpensesAmt
End Year Balance	$222,398,439	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.37	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.3	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.33	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	$8,421,459	OtherCostOrOtherBasisAmt
Depreciation	$1,347,166	DepreciationAmt
Book Value	$7,074,293	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

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

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$3,226,513	OtherCostOrOtherBasisAmt
Depreciation	$1,903,341	DepreciationAmt
Book Value	$1,323,172	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	$8,397,465	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
Non-publically held investments	$194,196,554	F
Investments in subsidiaries	$9,938,870	C

Field	Value	IRS element (for citing)
Total Book Value Securities	$204,135,424	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)

DescDesc	AmtAmt
Gift annuities	$1,417,147
Deferred rent	$4,797,800
Emerson School Deposits Reserve	$9,816
Congressional Cemetery Endowment	$5,216,467
Val-Kil Endowment	$109,772
Charitable Remainder Trusts	$691,601
Montpelier Foundation Endowment	$9,419,878
Belle Grove Endowment	$272,217
Cliveden Endowment	$644,813

Field	Value	IRS element (for citing)
Total Liability	$22,579,511	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$79,022,030	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$28,334,155	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$1,017,256	DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants	$0	RecoveriesPriorYearGrantsAmt
Other Revenue	$0	OtherRevenueAmt
Revenue Not Reported	$29,351,411	RevenueNotReportedAmt
Revenue Subtotal	$49,670,619	RevenueSubtotalAmt
Investment Expenses Not Incld	$1,279,470	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$634,217	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$645,253	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$50,315,872	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$52,476,356	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$1,017,256	DonatedServicesUseFcltsAmt
Prior Year Adjustments	$0	PriorYearAdjustmentsAmt
Losses Reported	$0	LossesReportedAmt
Other Expenses Included	$634,217	OtherExpensesIncludedAmt
Expenses Not Reported	$1,651,473	ExpensesNotReportedAmt
Expenses Subtotal	$50,824,883	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$1,279,470	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$0	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$1,279,470	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$52,104,353	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part II, Line 3	One conservation easement was amended during 2014. The amendment was processed in accordance with the National Trust's Easement Amendment Policy and constituted a minor modification and was consistent with the preservation purpose of the conservation easement. The conservation easement was not donated pursuant to Section 170 (h) of the IRC. When the National Trust created the conservation easement, it unintentionally encumbered a right of way/access easement through an adjacent property. In releasing the encumbrance on the right of way/access easement, the National Trust required the conservation easement's protection to be broadened over additional unprotected open space. Less than 1000 square feet of property was affected by the amendment.
Schedule D, Part II, Line 4	Number of states where properties subject to conservation easements are located = 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 derecognized 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 412,226 plus special event expenses of 221,991 for a total of 634,217.
Schedule D, Part XII, Line 2d	Cost of goods sold of 412,226 plus special event expenses of 221,991 for a total of 634,217.

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	$56,149,163
Europe (including Iceland and Greenland)	0	0	Grantmaking	$16,165

Field	Value	IRS element (for citing)
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Total Spent	$56,165,328	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	$5,155	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 interest 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 (3 entries)

Address Line1USAddress/AddressLine1	Address Line2USAddress/AddressLine2	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
Avalon Consulting
2030 M Street NW	Suite 700	Washington	DC	20036	Telemarketing services	0	$0	$237,592	-$237,592
Public Interest Communications Inc
7700 Leesburg Pike	Suite 301 North	Falls Church	VA	22043	Telemarketing services	0	$29,196	$25,700	$3,496
Donor Services Group
Donor Services Group	6715 Sunset Boulevard	Los Angeles	CA	90028	Telemarketing services	0	$82,650	$76,886	$5,764

Field	Value	IRS element (for citing)
Total Gross Receipts	$111,846	TotalGrossReceiptsAmt
Total Retained By Contractors	$340,178	TotalRetainedByContractorsAmt
Total Net To Organization	-$228,332	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	MA	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)
Name Of Event1	Shadows Special Event	NameOfEvent1Amt
Gross Receipts Event1	$50,425	GrossReceiptsEvent1Amt
Charitable Contri Event1	$41,220	CharitableContriEvent1Amt
Gross Revenue Event1	$9,205	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	$14,656	OtherDirectExpensesEvent1Amt
Name Of Event2	Wilson House Spring Event	NameOfEvent2Amt
Gross Receipts Event2	$51,550	GrossReceiptsEvent2Amt
Charitable Contri Event2	$20,434	CharitableContriEvent2Amt
Gross Revenue Event2	$31,116	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	$34,730	OtherDirectExpensesEvent2Amt
Other Events Total	4	OtherEventsTotalCnt
Gross Receipts Other Events	$422,497	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$370,126	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$52,371	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	$172,605	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$524,472	GrossReceiptsTotalAmt
Charitable Contributions Tot	$431,780	CharitableContributionsTotAmt
Gross Revenue Total Events	$92,692	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	$221,991	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$221,991	DirectExpenseSummaryEventsAmt
Net Income Summary	-$129,299	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (75 entries)

Address Line1USAddress/AddressLine1	Address Line2USAddress/AddressLine2	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
Montpelier Foundation
PO Box 67	13384 Laundry Road	Montpelier Station	VA	22957	311620682	501(c)3	$1,020,933	Save historic places.
Union Station Redevelopment Corporation
10 G Street NE	Suite 504	Washington	DC	20002	521318977	501(c)3	$360,000	Save historic places
Eleanor Roosevelt Val-Kill Partnership Inc
4097 Albany Post Road		Hyde Park	NY	12538	464020564	501(c)3	$260,539	Save historic places
Neighborhood Service Org
882 Oakman Boulevard		Detroit	MI	48238	381561624	501(c)3	$225,000	Save historic places
Association Pres of Historic Congressional Cemetery
1801 E Street SE		Washington	DC	20003	521071828	501(c)3	$158,550	Save historic places
Friends of Miami Marine Stadium
1390 Ocean Drive	No 207	Miami Beach	FL	33139	274383072	501(c)3	$84,845	Save historic places
Indiana Landmarks
1201 Central Avenue		Indianapolis	IN	46202	351162673	501(c)3	$60,953	Save historic places
Savannah College of Art and Design Inc
26 West Harris Street		Savannah	GA	31401	581357177	501(c)3	$57,500	Save historic places
Belle Grove Inc
336 Belle Grove Road		Middletown	VA	22645	541047775	501(c)3	$56,086	Save historic places
Museum of African American History
14 Beacon Street	Suite 719	Boston	MA	02108	042429556	501(c)3	$49,250	Save historic places
Oatlands Inc
20850 Oatlands Plantation Lane		Leesburg	VA	20175	541118635	501(c)3	$30,192	Save historic places
New York Studio School
8 West 8th Street		New York	NY	10011	136167281	501(c)3	$30,000	Save historic places
JLBC Community Alliance
PO Box 58		Garner	NC	27529	412195938	501(c)3	$25,000	Save historic places
Coral Gables Museum Co
285 Aragon Avenue NW		Coral Gables	FL	33134	270077412	501(c)3	$20,000	Save historic places
Historic Cambridge Inc
The Leonard House	120 High Street	Cambridge	MD	21613	521430327	501(c)3	$20,000	Save historic places
Palmetto Trust for Historic Preservation
PO Box 506		Prosperity	SC	29127	570913191	501(c)3	$15,500	Save historic places
Coastal Heritage Alliance
129 Miles Avenue	PO Box 506	St Michaels	MD	21663	562421814	501(c)3	$15,000	Save historic places
Friends of the Texas Historical Commission
PO Box 13497		Austin	TX	78711	742773168	501(c)3	$15,000	Save historic places
Historic Harrisburg Association
PO Box 1843		Harrisburg	PA	17105	237244724	501(c)3	$15,000	Save historic places
Ohio Historical Society
800 E 17th Avenue		Columbus	OH	43211	314389673	501(c)3	$15,000	Save historic places
Cornerstones Community Partnership
227 Otero Street		Santa Fe	NM	87501	850425771	501(c)3	$13,600	Save historic places
Wye River Upper School
PO Box 36		Wye Mills	MD	21679	352166557	501(c)3	$13,600	Save historic places
Arcadia Food Inc
9000 Richmond Highway		Alexandria	VA	22309	204165944	501(c)3	$13,254	Save historic places
Historic Augusta Inc
PO Box 37		Augusta	GA	30903	586072126	501(c)3	$10,500	Save historic places
Marshall County Historical Society
301 Thirteenth Street	PO Box 267	Moundsville	WV	26041	550627794	501(c)3	$10,500	Save historic places
California Preservation Foundation
5 Third Street	Suite 424	San Francisco	CA	94103	942569465	501(c)3	$10,000	Save historic places
Civil War Preservation Trust
1140 Professional Court		Hagerstown	MD	21740	541426643	501(c)3	$10,000	Save historic places
Cultural Landscape Foundation
1909 Q Street NW	Floor 2	Washington	DC	20009	522092229	501(c)3	$10,000	Save historic places
Czech and Slovak Minnesota
383 Michigan Street		St Paul	MN	55102	416084129	501(c)3	$10,000	Save historic places
Dumbarton House
2715 Q Street NW		Washington	DC	20007	530224364	501(c)3	$10,000	Save historic places
Fort Ticonderoga Association
PO Box 390	30 Fort Ti Road	Ticonderoga	NY	12883	111440924	501(c)3	$10,000	Save historic places
Friends of Griffith PA
PO Box 27573		Los Angeles	CA	90027	900635056	501(c)3	$10,000	Save historic places
Green Valleys Association of Southeastern PA Inc
1368 Prizer Road		Pottstown	PA	19465	237025192	501(c)3	$10,000	Save historic places
Historic Charleston Foundation
PO Box 1120		Charleston	SC	29402	576000599	501(c)3	$10,000	Save historic places
Historic Lansdowne
31 Lansdowne Avenue		Lansdowne	PA	19050	651298828	501(c)3	$10,000	Save historic places
Historic Salisbury Foundation
PO Box 4221		Salisbury	NC	28145	237116467	501(c)3	$10,000	Save historic places
Nantucket Historical Association
PO Box 1016	15 Broad Street	Nantucket	MA	02254	046003451	501(c)3	$10,000	Save historic places
National Association of Olmsted Parks
111 16th Street NW	Suite 310	Washington	DC	20036	133052765	501(c)3	$10,000	Save historic places
Princeton Battlefield Society
500 Mercer Road	PO Box 7645	Princeton	NJ	08543	237087307	501(c)3	$10,000	Save historic places
Providence Preservation Society
21 Meeting Street		Providence	RI	02903	060283995	501(c)3	$10,000	Save historic places
Roanoke River Partner Inc
PO Box 488		Windson	NC	27983	311486075	501(c)3	$10,000	Save historic places
Tibbit Opera Foundation
14 S Hanchett Street		Coldwater	MI	49036	381742032	501(c)3	$10,000	Save historic places
Waterfront Historic Area League
128 Union Street		New Bedford	MA	02740	046130520	501(c)3	$10,000	Save historic places
Westport Historical Society
25 Drift Road	PO Box N188	Westport	MA	02790	237270158	501(c)3	$10,000	Save historic places
Whiting Robertsdale Co
1417 119th Street		Whiting	IN	46394	351772197	501(c)3	$10,000	Save historic places
Wicomico County Historical Properties
115 Broad Street		Salisbury	MD	21803	237259496	501(c)3	$10,000	Save historic places
Williamette Falls Heritage Foundation Inc
PO Box 635		West Linn	OR	97068	931305551	501(c)3	$10,000	Save historic places
Friends of Camp Security
PO Box 20008		York	PA	17402	233087149	501(c)3	$9,565	Save historic places
Cliveden Inc
6401 Germantown Avenue		Philadelphia	PA	19144	232232675	501(c)3	$8,500	Save historic places
New Hampshire Preservation Alliance
PO Box 268		Concord	NH	03302	222603277	501(c)3	$8,500	Save historic places
Heritage Society
1100 Bagby Street		Houston	TX	77002	741444232	501(c)3	$8,000	Save historic places
Preservation Louisville
631 S 5th Street		Louisville	KY	40202	611227430	501(c)3	$8,000	Save historic places
Americas Society
680 Park Avenue		New York	NY	10065	132569185	501(c)3	$7,500	Save historic places
Galveston Historical Foundation Inc
502 20th Street		Galveston	TX	77550	741487842	501(c)3	$7,500	Save historic places
Town Hall Association
1119 8th Avenue		Seattle	WA	98101	911910904	501(c)3	$7,200	Save historic places
Grand Lake Area Historical Society
PO Box 656	610 Center Drive	Grand Lake	CO	80447	846105634	501(c)3	$7,000	Save historic places
Pasadena Heritage
651 S Saint John Avenue		Pasadena	CA	91105	953122313	501(c)3	$7,000	Save historic places
Yampa Valley Land Trust
PO Box 773014		Steamboat Springs	CO	80477	841225573	501(c)3	$7,000	Save historic places
Hegeler Carus Foundation
1307 7th Street		La Salle	IL	61301	364023939	501(c)3	$6,825	Save historic places
Preserve Rhode Island
957 North Main Street		Providence	RI	02904	056012417	501(c)3	$6,500	Save historic places
Preservation Houston
9272 Westheimer Road	No 2	Houston	TX	77098	742139150	501(c)3	$6,225	Save historic places
White House Historical Association
1610 H Street NW		Washington	DC	20006	520749685	501(c)3	$5,923	Save historic places
American Youthworks
1901 E Ben White Boulevard		Austin	TX	78741	742197942	501(c)3	$5,504	Save historic places
Brucemore Inc
2160 Linden Drive SE		Cedar Rapids	IA	52403	421170531	501(c)3	$5,500	Save historic places
Preservation Resource Center of New Orleans
923 Tchoupitoulas Street		New Orleans	LA	70130	720760857	501(c)3	$5,500	Save historic places
Preservation Dallas
2922 Swiss Avenue		Dallas	TX	75204	237258521	501(c)3	$5,225	Save historic places
National Park Service
PO Box 728		Santa Fe	NM	87504	530197094	Government	$181,139	Save historic places
Capitol Hill Housing Improvement Program
1620 12th Avenue	Suite 205	Seattle	WA	98122	910979968	Government	$20,500	Save historic places
City of Cottage Grove
400 E Main Street		Cottage Grove	OR	97424	936002146	Government	$10,000	Save historic places
City of Ironwood
213 South Marquette Street		Ironwood	MI	49938	386004566	Government	$10,000	Save historic places
Park County Board of County Commissioners
PO Box 1373		Fairplay	CO	80440	846000792	Government	$10,000	Save historic places
Texas A&M University Sponsored Research Services
Lewis Street Lindsey Building	4354 TAMU	College Station	TX	77843	746000531	Government	$10,000	Save historic places
Town of Snow Hill
103 Bank Street		Snow Hill	MD	21863	526000807	Government	$10,000	Save historic places
Village of Cooperstown
PO Box 346	22 Main Street	Cooperstown	NY	13326	156001294	Government	$9,900	Save historic places
University of Maryland
1000 Hilltop Circle		Baltimore	MD	21250	526002033	Government	$7,500	Save historic places

Field	Value	IRS element (for citing)
Total501c3 Org	75	Total501c3OrgCnt
Total Other Org	0	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 these receipts is required.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
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 (13 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	$426,891	$0	$0	$0	$0	$0	$30,250	$0	$18,284	$0	$475,425	$0	$0	$0
Paul Edmondson
Chief Legal Officer	$252,125	$0	$0	$0	$0	$0	$12,750	$0	$4,060	$0	$268,935	$0	$0	$0
Rosemarie Rae Balla
Chief Financial and Administrative Officer	$258,965	$0	$0	$0	$0	$0	$12,750	$0	$19,114	$0	$290,829	$0	$0	$0
Michael Forster
Chief Financial and Administrative Officer-Partial Year	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0
David Brown
Chief Preservation Officer	$304,229	$0	$0	$0	$0	$0	$12,750	$0	$21,288	$0	$338,267	$0	$0	$0
Debra Newman
Chief Development Officer	$198,279	$0	$0	$0	$0	$0	$0	$0	$0	$0	$198,279	$0	$0	$0
Terry Richey
Chief Marketing Officer	$208,242	$0	$0	$0	$0	$0	$10,456	$0	$14,190	$0	$232,888	$0	$0	$0
Robert Bull
Chief Development Officer	$104,167	$0	$0	$0	$0	$0	$0	$0	$11,230	$0	$115,397	$0	$0	$0
Tom Cassidy
Vice President for Government Relations & Policy	$171,586	$0	$0	$0	$0	$0	$9,144	$0	$27,496	$0	$208,226	$0	$0	$0
Estevan Rael-Galvez
Vice President for Historic Sites	$168,335	$0	$0	$0	$0	$0	$8,625	$0	$12,639	$0	$189,599	$0	$0	$0
Sam Kilpatrick
Controller	$164,509	$0	$0	$0	$0	$0	$8,321	$0	$12,238	$0	$185,068	$0	$0	$0
Kim Tran
Senior Director of Finance	$162,163	$0	$0	$0	$0	$0	$8,249	$0	$3,400	$0	$173,812	$0	$0	$0
Barbara Pahl
Vice President for Western Field Offices	$148,907	$0	$0	$0	$0	$0	$7,631	$0	$10,345	$0	$166,883	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 3	The National Trust did not rely on a related organization to establish the top management 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	Employee Estevan Rael-Galvez received a severance payment of 50,773. Employee Debra Neuman received a severance payment of 62,500. Employee Paul Edmondson contributed 17,500 to a 457b Plan account.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	37	ContributionCnt
Noncash Contributions Rpt F990	$3,144,429	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	6	ContributionCnt
Noncash Contributions Rpt F990	$1,395,992	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 IV, Line 23	Loan Program Investments = 195,479 and Investments in Subsidiaries = 9,938,870 for a total of 10,134,349.
Form 990, Part VI, Section A, Line 6	The National Trust for Historic Preservation in the United States is a member organization with 149,865 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 as follows: The form is prepared by staff and reviewed by management and the independent accounting firm BDO. The form is then reviewed at a special telephonic meeting by the Board's Audit Committee. The draft is then made available to all board members (either digitally or in hard copy, depending on their preference). A review session was led by staff for Trustees who were encouraged to participate. Any changes following these reviews were again reviewed by the Audit Committee 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, http://www.preservationnation.org under "about us/governance." These documents are also made available to any person in hard copy upon request.
Form 990, Part IX, Line 11g	Other fees for service includes 1) consulting fees of 2,276,963, 2) architectural fees of 195,247, 3) commissions of 316,020, 4) telemarketing fees of 157,522, 5) technology consulting of 204,527, 6) temporary employee fees of 156,454, 7) catering services/special event fees of 819,251 and 8) other miscellaneous fees of 152,322 for a total of 4,278,306.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	Heritage Travel LLC	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1155 15th Street NW	AddressLine1
Address Line2	Suite 300	AddressLine2
City	Washington	City
State	DC	State
ZIP Code	20005	ZIPCode

Field	Value	IRS element (for citing)
EIN	261983358	EIN
Primary Activities	Travel	PrimaryActivitiesTxt
Legal Domicile State	DE	LegalDomicileStateCd
Total Income	$954,157	TotalIncomeAmt
End Of Year Assets	$4,324,217	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	National Trust Community Investment Corporation	BusinessNameLine1

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Controlled OrganizationControlledOrganizationInd	Address Line2USAddress/AddressLine2
NT CDFI Inc
2600 Virginia Avenue NW Suite 1000	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	Washington	DC	20037	461405965	Historic Preservation, Revitalize Downtown and Commercial Neighorhood Districts	DE	501 (c) (3)	509 (a) (2)	NTHP	Yes (1)	Suite 1000

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	National Trust Insurance Services	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	24 Commerce Street	AddressLine1
City	Baltiimore	City
State	MD	State
ZIP Code	212023262	ZIPCode

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	BusinessNameLine1

Field	Value	IRS element (for citing)
Predominant Income Type	Unrelated	PredominantIncomeTypeTxt
Share Of Total Income	$353,646	ShareOfTotalIncomeAmt
Share Of EOY Assets	$40,324	ShareOfEOYAssetsAmt
Disproportionate Allocations	0	DisproportionateAllocationsInd
Ownership	0.99	OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1	Address Line2USAddress/AddressLine2	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Direct Controlling NADirectControllingNACd
National Trust Community Investment Corporation
1155 15th Street NW	Suite 300	Washington	DC	20005	522267085	Community Investments	DE	NTHP	C	$9,580,367	$12,031,165	1	Yes (1)
Charitable Remainder Unitrusts - 4 - NTHP
2600 Virginia Avenue NW		Washington	DC	20037		Charitable Trusts	DC		T	$82,526	$983,942	1	0	N/A

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 (13 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
National Trust Community Investment Corporation
a-iii	$584,297	Book Value
National Trust Community Investment Corporation
a-iv	$85,814	Book Value
National Trust Community Investment Corporation
d	$25,240	Book Value
National Trust Community Investment Corporation
f	$1,531,391	Book Value
National Trust Community Investment Corporation
l	$30,000	Book Value
National Trust Community Investment Corporation
m	$4,008	Book Value
National Trust Community Investment Corporation
o	$74,007	Book Value
National Trust Community Investment Corporation
q	$390,224	Book Value
National Trust Community Investment Corporation
r	$38,730	Book Value
National Trust Community Investment Corporation
s	$175,048	Book Value
National Trust Insurance Services
d	$395	Book Value
National Trust Insurance Services
o	$95	Book Value
National Trust Insurance Services
d	$246	Book Value