TRUST FOR ARCHITECTURAL EASEMENTS: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: TRUST FOR ARCHITECTURAL EASEMENTS (EIN 31-1758303)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-08-20
IRS object ID: 201412329349300811
Schema version: 2013v3.0
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 D
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-08-20T10:20:31-05:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	470900880	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CALIBRE CPA GROUP PLLC	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	7501 WISCONSIN AVENUE SUITE 1200	AddressLine1
Address Line2	WEST	AddressLine2
City	BETHESDA	City
State	MD	State
ZIP Code	20814	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	311758303	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TRUST FOR ARCHITECTURAL EASEMENTS	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	TRUS	BusinessNameControlTxt
Phone	2027975290	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1906 R STREET NW NO 100	AddressLine1
City	WASHINGTON	City
State	DC	State
ZIP Code	20009	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	STEVEN MCCLAIN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2027975290	PhoneNum
Signature	2014-08-20	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SCOTT E HALLBERG CPA	PreparerPersonNm
PTIN	P01081188	PTIN
Phone	2023319880	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	STEVEN MCCLAIN	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1906 R STREET NW NO 100	AddressLine1
City	WASHINGTON	City
State	DC	State
ZIP Code	20009	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$3,325,274	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.ARCHITECTURALTRUST.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2001	FormationYr
Legal Domicile State	DC	LegalDomicileStateCd
Activity Or Mission	THE TRUST'S MISSION IS TO BE A LEADING FORCE IN THE PRESERVATION OF AMERICA'S HISTORIC ARCHITECTURE BY WORKING TO ENSURE THAT HISTORIC PROPERTIES AND NEIGHBORHOODS ARE PRESERVED IN PERPETUITY FOR THE ENVIRONMENT AND EDUCATION OF FUTURE GENERATIONS. THE TRUST USES A VARIETY OF METHODS TO MEET THIS GOAL, INCLUDING ACCEPTING PRESERVATION EASEMENT DONATIONS AND CULTIVATING AN APPRECIATION FOR AMERICAN ARCHITECTURAL HISTORY.	ActivityOrMissionDesc
Voting Members Governing Body	5	VotingMembersGoverningBodyCnt
Voting Members Independent	4	VotingMembersIndependentCnt
Total Employee	5	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$269,513	PYInvestmentIncomeAmt
CY Investment Income	$120,707	CYInvestmentIncomeAmt
PY Other Revenue	$1,252	PYOtherRevenueAmt
CY Other Revenue	$105,679	CYOtherRevenueAmt
PY Total Revenue	$270,765	PYTotalRevenueAmt
CY Total Revenue	$226,386	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$382,821	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$372,332	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,493	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,072,878	PYOtherExpensesAmt
CY Other Expenses	$1,048,109	CYOtherExpensesAmt
PY Total Expenses	$1,455,699	PYTotalExpensesAmt
CY Total Expenses	$1,420,441	CYTotalExpensesAmt
PY Revenues Less Expenses	-$1,184,934	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,194,055	CYRevenuesLessExpensesAmt
Total Assets BOY	$5,994,116	TotalAssetsBOYAmt
Total Assets EOY	$5,115,608	TotalAssetsEOYAmt
Total Liabilities BOY	$313,879	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$149,297	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$5,680,237	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$4,966,311	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE TRUST WILL BE A LEADING FORCE IN THE PRESERVATION OF AMERICA'S ARCHITECTURAL HERITAGE. THE TRUST ACCEPTS DONATIONS OF HISTORIC PRESERVATION EASEMENTS TO PROTECT BUILDINGS, ED	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,094,202	ExpenseAmt
Desc	STEWARDSHIP PROGRAM: THE TRUST PHYSICALLY INSPECTS AND PHOTOGRAPHS EACH OF THE PROPERTIES ON WHICH IT HOLDS AN EASEMENT AT LEAST ONCE ANNUALLY AND COMPARES THE CONDITION OF THE PROPERTY TO THE BASELINE PHOTOGRAPHS ON FILE TO ENSURE THAT THE PROPERTY IS IN COMPLIANCE WITH THE TERMS OF THE EASEMENT. IN 2013 THE TRUST MONITORED THE PROPERTIES FOR WHICH AN EASEMENT WAS GRANTED BETWEEN 2001 AND 2010. NO EASEMENT DONATIONS WERE ACCEPTED IN 2011, 2012, OR 2013. IN ADDITION, THE TRUST REVIEWS AND RESPONDS TO CHANGE REQUESTS FROM OWNERS SEEKING THE TRUST'S CONSENT, AS REQUIRED BY THE TERMS OF THE EASEMENTS, TO MAKE ALTERATIONS TO THEIR PROPERTIES. THE TRUST'S DECISIONS REGARDING ALTERATIONS CONFORM WITH THE SECRETARY OF THE INTERIOR'S STANDARDS FOR REHABILITATION AND GUIDELINES FOR REHABILITATNG HISTORIC BUILDINGS. THE TRUST ALSO TRACKS CHANGES IN OWNERSHIP OF EASEMENT-PROTECTED PROPERTIES BY REVIEWING LAND RECORDS AND COMMUNICATING REGULARLY WITH PROPERTY OWNERS. COMMUNICATIONS WITH POTENTIAL BUYERS OF EASEMENT-ENCUMBERED PROPERTIES AND THEIR REPRESENTATIVES REINFORCE THE OWNERS' OBLIGATIONS UNDER THE TERMS OF THE EASEMENTS, AS WELL AS THE TRUST'S RIGHTS AND RESPONSIBILITIES VIS A VIS THE PROPERTIES. NEW OWNERS ARE PROVIDED WITH A COPY OF THE RECORDED EASEMENT, AS WELL AS INFORMATION ABOUT THE TRUST'S ANNUAL MONITORING PROCESS AND CHANGE REQUEST POLICIES AND PROCEDURES. LEGAL ACTION IS TAKEN AS NEEDED TO DEFEND ENFORCEABILITY OF THE EASEMENTS AND TO ENSURE COMPLIANCE WITH THEIR TERMS.	Desc
Total Program Service Expenses	$1,094,202	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	Yes (1)	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	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	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	13	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	5	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
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	5	GoverningBodyVotingMembersCnt
Independent Voting Member	4	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	0	MembersOrStockholdersInd
Election Of Board Members	0	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	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	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	NJ	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	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	STEVEN MCCLAIN	PersonNm
Phone	2027975290	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1906 R STREET NW SUITE 100	AddressLine1
City	WASHINGTON	City
State	DC	State
ZIP Code	20009	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
STEVEN MCCLAIN
DIRECTOR/PRESIDENT	37.60	Yes (X)	Yes (X)	$150,000	$0	$17,321
BRADLEY RUNYAN ESQ
DIRECTOR/CHAIR	1.00	Yes (X)		$0	$0	$0
SUDEEP ANAND
DIRECTOR	1.00	Yes (X)		$0	$0	$0
KRISHNA ROY
DIRECTOR	1.00	Yes (X)		$0	$0	$0
DONALD DEWEY
DIRECTOR/SECRETARY-TREASURER	1.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$150,000	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$17,321	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1	CityContractorAddress/USAddress/City	StateContractorAddress/USAddress/State	ZIP CodeContractorAddress/USAddress/ZIPCode	ServicesServicesDesc	CompensationCompensationAmt
LATHAM & WATKINS LLP
555 11TH STREET NW	WASHINGTON	DC	20004	LEGAL	$599,468
JULIE D EPPERLY PC
5024 GROVES EDGE LANE	WAXHAW	NC	28173	LEGAL	$166,075
VENABLE LLP
575 7TH STREET NW	WASHINGTON	DC	20004	LEGAL	$140,032

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$144,459	TotalRevenueColumnAmt
Exclusion	$144,459	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$3,075,136	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$3,098,888	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$23,752	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$23,752	TotalRevenueColumnAmt
Exclusion	-$23,752	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RETURN ON INVESTMENT PREVIOUSLY W	999999	$100,239	$100,239
MISCELLANEOUS	999999	$5,440		$5,440

Field	Value	IRS element (for citing)
Other Revenue Total	$105,679	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$226,386	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,440	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$220,946	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$167,321	TotalAmt
Program Services	$50,196	ProgramServicesAmt
Management And General	$117,125	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$163,678	TotalAmt
Program Services	$84,129	ProgramServicesAmt
Management And General	$79,549	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,855	TotalAmt
Program Services	$764	ProgramServicesAmt
Management And General	$1,091	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$17,732	TotalAmt
Program Services	$9,234	ProgramServicesAmt
Management And General	$8,498	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$21,746	TotalAmt
Program Services	$8,952	ProgramServicesAmt
Management And General	$12,794	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$879,799	TotalAmt
Program Services	$878,983	ProgramServicesAmt
Fundraising	$816	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$29,446	TotalAmt
Management And General	$29,446	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$28,362	TotalAmt
Management And General	$28,362	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$9,877	TotalAmt
Program Services	$9,877	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$19,341	TotalAmt
Program Services	$8,092	ProgramServicesAmt
Management And General	$11,249	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$12,128	TotalAmt
Program Services	$4,993	ProgramServicesAmt
Management And General	$7,135	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$24,910	TotalAmt
Program Services	$10,254	ProgramServicesAmt
Management And General	$14,656	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$16,960	TotalAmt
Program Services	$16,319	ProgramServicesAmt
Management And General	$641	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$7,226	TotalAmt
Program Services	$2,975	ProgramServicesAmt
Management And General	$4,251	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$8,830	TotalAmt
Program Services	$3,635	ProgramServicesAmt
Management And General	$5,195	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	Program ServicesProgramServicesAmt
TAXES	$4,754	$4,754
PROPERTY RESEARCH	$3,840		$3,840
OTHER EXPENSES	$1,019		$1,019
DUES & SUBSCRIPTIONS	$940		$940

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$677	TotalAmt
Fundraising	$677	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,420,441	TotalAmt
Program Services	$1,094,202	ProgramServicesAmt
Management And General	$324,746	ManagementAndGeneralAmt
Fundraising	$1,493	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$49,859	BOYAmt
EOY	$158,614	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$466	BOYAmt
EOY	$284	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$510	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$8,861	BOYAmt
EOY	$5,976	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$63,004	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$60,492	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$9,739	BOYAmt
EOY	$2,512	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$5,199,257	BOYAmt
EOY	$4,948,222	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$725,424	BOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,994,116	BOYAmt
EOY	$5,115,608	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$198,179	BOYAmt
EOY	$34,597	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$115,700	BOYAmt
EOY	$114,700	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$313,879	BOYAmt
EOY	$149,297	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,680,237	BOYAmt
EOY	$4,966,311	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,680,237	BOYAmt
EOY	$4,966,311	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,994,116	BOYAmt
EOY	$5,115,608	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$1,194,055	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$480,130	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	0	FSAuditedInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Community Trust	Yes (X)	CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$230,100	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$180,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,000	CurrentTaxYearMinus2YearsAmt
Total	$413,100	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$230,100	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$180,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,000	CurrentTaxYearMinus2YearsAmt
Total	$413,100	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$413,100	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$355,702	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$206,642	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$189,712	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$176,373	CurrentTaxYearMinus1YearAmt
Current Tax Year	$144,458	CurrentTaxYearAmt
Total	$1,072,887	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$2,857	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year	$1,252	CurrentTaxYearMinus1YearAmt
Current Tax Year	$105,679	CurrentTaxYearAmt
Total	$109,788	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$1,595,775	TotalSupportAmt
Public Support CY170	0.25890	PublicSupportCY170Pct
Public Support PY170	0.34600	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests PY170	Yes (X)	ThirtyThrPctSuprtTestsPY170Ind

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Historic Structure	Yes (X)	HistoricStructureInd
Total Easements	838	TotalEasementsCnt
Historic Structure Easements	838	HistoricStructureEasementsCnt
Historic Strctr Easements Aftr	138	HistoricStrctrEasementsAftrCnt
States Easements Held	8	StatesEasementsHeldCnt
Written Policy Monitoring	Yes (1)	WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement	2220.00	StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement	$270,973	ExpensesIncurredEnforcementAmt
Section170h Rqr Stsfd	Yes (1)	Section170hRqrStsfdInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$5,680,237	BeginningYearBalanceAmt
Investment Earnings Or Losses	$600,835	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,286,399	OtherExpendituresAmt
Administrative Expenses	$28,362	AdministrativeExpensesAmt
End Year Balance	$4,966,311	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,497,023	BeginningYearBalanceAmt
Investment Earnings Or Losses	$633,851	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,407,331	OtherExpendituresAmt
Administrative Expenses	$43,306	AdministrativeExpensesAmt
End Year Balance	$5,680,237	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$8,257,126	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$331,430	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,374,813	OtherExpendituresAmt
Administrative Expenses	$53,860	AdministrativeExpensesAmt
End Year Balance	$6,497,023	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$10,021,428	BeginningYearBalanceAmt
Investment Earnings Or Losses	$419,895	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,114,421	OtherExpendituresAmt
Administrative Expenses	$69,776	AdministrativeExpensesAmt
End Year Balance	$8,257,126	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$12,660,555	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$490,317	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,085,668	OtherExpendituresAmt
Administrative Expenses	$63,142	AdministrativeExpensesAmt
End Year Balance	$10,021,428	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$850	OtherCostOrOtherBasisAmt
Depreciation	$567	DepreciationAmt
Book Value	$283	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$18,202	OtherCostOrOtherBasisAmt
Depreciation	$17,905	DepreciationAmt
Book Value	$297	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$43,952	OtherCostOrOtherBasisAmt
Depreciation	$42,020	DepreciationAmt
Book Value	$1,932	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$2,512	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DONOR DEPOSITS	Desc
Amt	$114,700	Amt

Field	Value	IRS element (for citing)
Total Liability	$114,700	TotalLiabilityAmt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	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

Field	Value	IRS element (for citing)
Person	STEVEN MCCLAIN	PersonNm
Title	DIRECTOR/PRESIDENT	TitleTxt
Base Compensation Filing Org	$150,000	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$17,321	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$167,321	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11	IRS FORM 990 IS PREPARED BY AN ACCOUNTING FIRM. INTERNAL REVIEW IS PERFORMED BY THE TRUST PRESIDENT AND SECRETARY/TREASURER OF THE BOARD OF DIRECTORS. EXTERNAL REVIEW IS PERFORMED BY OUTSIDE COUNSEL AND A SECOND ACCOUNTING FIRM. ALL MEMBERS OF THE BOARD OF DIRECTORS ARE PROVIDED WITH A COPY OF THE FINAL IRS FORM 990 FOR REVIEW AT LEAST ONE WEEK PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	AT THE BEGINNING OF EACH CALENDAR YEAR, ALL MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS ARE PROVIDED WITH A COPY OF THE TRUST'S CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT, WHICH DISCLOSES ANY POTENTIAL CONFLICTS OF INTEREST. ANY TRANSACTION THAT REPRESENTS A POTENTIAL CONFLICT OF INTEREST, AS IDENTIFIED BY THE BOARD, MUST BE APPROVED BY A MAJORITY VOTE OF THE DISINTERESTED MEMBERS OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 15A	THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF OFFICERS OF THE TRUST. THE BOARD OBTAINS A PERIODIC INDEPENDENT SALARY SURVEY. IN YEARS IN WHICH AN INDEPENDENT SALARY SURVEY IS NOT OBTAINED, AVAILABLE COMPARABILITY DATA IS OBTAINED. CONTEMPORANEOUS SUBSTANTIATION OF THE BOARD'S DELIBERATIONS AND DECISIONS IS INCLUDED IN THE BOARD MINUTES. DURING 2013, THE ONLY COMPENSATED OFFICER WAS THE PRESIDENT. INDEPENDENT SALARY SURVEYS WERE LAST CONDUCTED IN 2007. COMPARABILITY DATA WAS LAST OBTAINED IN 2008, WHICH IS THE MOST RECENT YEAR IN WHICH A SALARY INCREASE WAS GRANTED TO THE PRESIDENT. THE PRESIDENT'S SALARY WAS REDUCED BY THE BOARD IN THE SECOND HALF OF 2010 AND HAS REMAINED AT THAT LEVEL SINCE THEN.
FORM 990, PART VI, SECTION C, LINE 19	THE TRUST'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON REQUEST.