NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES (EIN 53-0210807)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-07-17
IRS object ID: 201232009349300533
Schema version: 2011v1.2
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 L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-07-17T11:43:25-07:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	530210807	EIN

Name Name

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)
Name Control	NATI	NameControl
Phone	2025886192	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1785 Massachusetts Avenue N W	AddressLine1
City	Washington	City
State	DC	State
ZIP Code	20036	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Sam Kilpatrick	Name
Title	Controller	Title
Phone	2025886192	Phone
Date Signed	2012-07-17	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Stephanie Meeks	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	1785 Massachusetts Avenue N W	AddressLine1
City	Washington	City
State	DC	State
ZIP Code	20036	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	76048073	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	www.PreservationNation.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1949	YearFormation
State Legal Domicile	DC	StateLegalDomicile
Activity Or Mission Description	The National Trust for Historic Preservation works to save America's historic places for the next generation. We take direct, on-the-ground action when historic buildings and sites are threatened. Our work helps build vibrant, sustainable communities. We advocate with governments to save America's heritage. We strive to create a cultural legacy that is as diverse as the nation itself so that all of us can take pride in our part of the American story.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	42	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	41	NbrIndependentVotingMembers
Total Nbr Employees	582	TotalNbrEmployees
Total Nbr Volunteers	355	TotalNbrVolunteers
Total Gross UBI	1257104	TotalGrossUBI
Net Unrelated Business Txbl Income	1240509	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	31386266	ContributionsGrantsPriorYear
Contributions Grants Current Year	32697211	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	7406614	ProgramServiceRevenuePriorYear
Program Service Revenue CY	7670885	ProgramServiceRevenueCY
Investment Income Prior Year	3705589	InvestmentIncomePriorYear
Investment Income Current Year	9967072	InvestmentIncomeCurrentYear
Other Revenue Prior Year	3218536	OtherRevenuePriorYear
Other Revenue Current Year	8485990	OtherRevenueCurrentYear
Total Revenue Prior Year	45717005	TotalRevenuePriorYear
Total Revenue Current Year	58821158	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	8060284	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	4655960	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	25573544	SalariesEtcPriorYear
Salaries Etc Current Year	25927572	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	320679	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	227048	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	5161612	TotalFundrsngExpCurrentYear
Other Expense Prior Year	20575981	OtherExpensePriorYear
Other Expenses Current Year	22119379	OtherExpensesCurrentYear
Total Expenses Prior Year	54530488	TotalExpensesPriorYear
Total Expenses Current Year	52929959	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-8813483	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	5891199	RevenuesLessExpensesCY
Total Assets BOY	260063080	TotalAssetsBOY
Total Assets EOY	252157489	TotalAssetsEOY
Total Liabilities BOY	29792148	TotalLiabilitiesBOY
Total Liabilities EOY	28248719	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	230270932	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	223908770	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	The National Trust for Historic Preservation in the United States provides leadership, education, advocacy and resources to a national network of people, organizations and local communities committed to our history and collectively shaping the future of America's stories.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	16279033	Expense
Grants	3647103	Grants
Revenue	1318437	Revenue
Description	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 service 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 twelve field offices including San Francisco, Denver, Fort Worth, Chicago, Charleston, Boston and Philadelphia, New Orleans and Washington, D. C. that work closely with organizations and governments at all levels to save historic places.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	15963325	Expense
Grants	1015068	Grants
Revenue	2189083	Revenue
Description	Historic Preservation & Conservation: Historic Sites - Own and manage 12 historic sites, own and managed by local organizations 11 historic sites, and market another 6 historic sites managed by other organizations. These historic sites are open to the public with more than 765,000 visitors annually. Interpret and communicate the history, stories, people, collections, architecture and landscape of each site to visitors. Serve the communities surrounding each historic site by providing educational programs, events and a special gathering place for community residents. Maintain the sites as good models of historic preservation and stewardship.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	4842979	Expense
Grants	60583	Grants
Revenue	3570293	Revenue
Description	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 bi-monthly 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 Distinctive Destinations list. Provides infomation about the legal and policy aspects of historic preservation. Develops and provides 78 tours to important historic destinations in the US and internationally.	Description

Activity Other ActivityOther (2 entries)

ExpenseExpense	GrantsGrants	RevenueRevenue	DescriptionDescription
2571001	0	2338903	Historic Preservation & Conservation: Membership Outreach - Educate the general public on the importance of and techniques for preserving the nation's architectural and cultural heritage.
2670986	1800	1311089	Historic Preservation & Conservation: Publications - Publications includes "Preservation" the bimonthly magazine chronicling individuals and programs working to save historic places; "Forum Bulletin", a scholarly journal serving a network of preservation professionals, students, and volunteers; and "Main Street Now", the journal of the Trust's Main Street Center, which works to transform communities through revitalization. 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 Of Other Program Service Exp	5241987	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	1800	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	3649992	TotalOfOtherProgramServiceRev
Total Program Service Expense	42327324	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	1	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	1	DonorAdvisedFunds
Conservation Easements	1	ConservationEasements
Collections Of Art	1	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	1	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	1	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	1	ForeignActivities
More Than5000 K To Organizations	1	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	1	ProfessionalFundraising
Fundraising Activities	1	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	1	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	1	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	1	DeductibleNonCashContributions
Deductible Contributions Of Art	1	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	1	RelatedOrgControlledEntity
Transaction Related Entity	1	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	303	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	582	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	1	QuidProQuoContributions
Quid Pro Quo Disclosure	1	QuidProQuoDisclosure
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	42	NbrVotingGoverningBodyMembers
Number Independent Voting Members	41	NumberIndependentVotingMembers
Family Or Business Relationship	1	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	1	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	1	MembersOrStockholders
Election Of Board Members	1	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	0	CompensationProcessOther
Investment In Joint Venture	1	InvestmentInJointVenture
Written Policy Or Procedure	1	WrittenPolicyOrProcedure
States Where Copy Of Return Is Filed	AK	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	AR	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	AZ	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	CO	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	CT	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	DC	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	FL	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	GA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	HI	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	IL	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	IN	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	KS	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	KY	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	LA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MD	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	ME	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MI	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MN	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MO	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MS	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MT	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NC	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	ND	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NE	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NH	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NJ	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NM	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NV	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NY	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	OH	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	OK	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	OR	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	PA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	RI	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	SC	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	TN	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	TX	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	UT	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	VA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	VT	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	WA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	WI	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	WV	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	WY	StatesWhereCopyOfReturnIsFiled
Own Website	X	OwnWebsite
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	Sam Kilpatrick	NamePerson
Telephone Number	2025886192	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	National Trust for Historic Preserv	AddressLine1
Address Line2	1785 Massachusetts Avenue NW	AddressLine2
City	Washington	City
State	DC	State
ZIP Code	20036	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (54 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee
Linda Bruckheimer
Trustee	2	X	0	0	0
Spencer R Crew
Trustee	2	X	0	0	0
Kevin D Daniels
Trustee	2	X	0	0	0
Jack Davis
Trustee	2	X	0	0	0
Christopher J Elliman
Trustee	2	X	0	0	0
Paul J Goldberger
Trustee	2	X	0	0	0
Joe Grills
Trustee	2	X	0	0	0
Sheffield Hale
Trustee	2	X	0	0	0
Irvin M Henderson
Trustee	2	X	0	0	0
Jorge L Hernandez
Trustee	2	X	0	0	0
Marilynn Wood Hill
Trustee	2	X	0	0	0
J Clifford Hudson
Trustee	3	X	0	0	0
Irene Hirano Inouye
Trustee	2	X	0	0	0
Elizabeth Rohn Jeffe
Trustee	2	X	0	0	0
Diane Keaton
Trustee	2	X	0	0	0
Elizabeth T Kennan
Trustee	2	X	0	0	0
Nancy Killefer
Trustee	2	X	0	0	0
Marcia V Mayo
Trustee	2	X	0	0	0
Molly S McUsic
Trustee	2	X	0	0	0
Vincent L Michael
Trustee	2	X	0	0	0
F Joseph Moravec
Trustee	2	X	0	0	0
Martin L J Newman
Trustee	2	X	0	0	0
Gay Ratliff
Trustee	2	X	0	0	0
Marita Rivero
Trustee	2	X	0	0	0
Jeffrey H Schutz
Trustee	2	X	0	0	0
Barbara G Sidway
Trustee	3	X	0	0	0
Mary M Thompson
Trustee	2	X	0	0	0
Daniel K Thorne
Trustee	2	X	0	0	0
Kenneth R Woodcock
Trustee	2	X	0	0	0
Mtamanika Youngblood
Trustee	2	X	0	0	0
Earl A Powell III
Ex Officio Trustee	2	X	0	0	0
Stephanie Toothman
Ex Officio Trustee	2	X	0	0	0
Kathryn Schneider Smith
Ex Officio Trustee	2	X	0	0	0
Kim J Trent
Ex Officio Trustee	2	X	0	0	0
Cary Tyson
Ex Officio Trustee	2	X	0	0	0
Anthony C Wood
Ex Officio Trustee	2	X	0	0	0
Victor H Ashe
Trustee	2	X	0	0	0
Carol N Bonnie
Trustee	2	X	0	0	0
Carolyn Schwenker Brody
Trustee	3	X	0	0	0
Edward J Passarelli
Ex Officio Trustee	2	X	0	0	0
Leslie Bowman
Trustee	2	X	0	0	0
William Shafroth
Exofficio Trustee	2	X	0	0	0
Stephanie Meeks
President	40		379110	0	34285	X
Paul Edmondson
Chief Legal Officer	40		205899	0	14677	X
Greg Coble - Partial Year
Sr Vice President, Business and Finance - Partial Yr	40		271067	0	18914	X
Rosemarie Rae Balla - Partial Year
Chief Financial and Administrative Officer	40		143983	0	4286	X
David Brown
Chief Preservation Officer/Executive Vice President	40		285186	0	35759		X
David Cooper
Chief Development Officer	40		188176	0	23560		X
Terry Richey
Chief Marketing Officer	40		178896	0	24741		X
James Schwartz
Senior Director of Publications	40		149911	0	10849			X
Sam Kilpatrick
Controller	40		148067	0	21645			X
Royce A Yeater
Director, Mid-West Regional Office	40		146545	0	11447			X
Bob Barron
Publisher	40		141935	0	12005			X
Douglas Loesher
Director, National Main Street Center	40		136929	0	14085			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	2375704	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	226253	TotalOtherCompensation
Number Individuals GT100 K	33	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation	Address Line2AddressOfContractor/AddressUS/AddressLine2
KPMG LLP
2001 M Street N W	Washington	DC	20036	Audit and tax services	308872
Spectrum Contractors
5135 E 38th Avenue	Denver	CO	80207	Construction	183384
Iberia Building Systems
235 W Main	New Iberia	LA	70506	Construction	176984
St Charles Town Company
1800 Glenarm Place	Denver	CO	80802	Real estate management	169809	2nd Floor
Green Building Services
421 SW 6th	Portland	OR	97204	Construction	169164	Suite 200

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	9	NumberOfContractorsGT100K
Federated Campaigns	50220	FederatedCampaigns
Membership Dues	1648893	MembershipDues
Fundraising Events	284614	FundraisingEvents
Related Organizations	0	RelatedOrganizations
Government Grants	762256	GovernmentGrants
All Other Contributions	29951228	AllOtherContributions
Noncash Contributions	553411	NoncashContributions
Total Contributions	32697211	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue	ExclusionExclusionAmount
Contract serv/commissions	900099	1771117	1771117	0	$0
Admissions/special events	900099	4493323	4493323	0	$0
Advertising	541800	861910	0	861910	$0
Reimbursement of expenses	900099	480474	480474	0	$0
Commissions	900099	64061	1348	62713	$0

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Total Program Service Revenue	7670885	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	4555143	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	191761	UnrelatedBusinessRevenue
Exclusion	$4,363,382	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	2166175	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$2,166,175	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	1258544	Real
Personal	0	Personal

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	512085	Real
Personal	0	Personal

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	746459	Real
Personal	0	Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	746459	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$746,459	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	21444627	Securities
Other	0	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	16032698	Securities
Other	0	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	5411929	Securities
Other	0	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	5411929	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$5,411,929	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	65151	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	284614	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	126765	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	-61614	TotalRevenueColumn
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	-$61,614	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Gaming	0	GrossIncomeGaming
Gaming Direct Expenses	0	GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	999149	GrossSalesOfInventory
Cost Of Goods Sold	555367	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	443782	TotalRevenueColumn
Related Or Exempt Function Income	303062	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	140720	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	ExclusionExclusionAmount
Insurance loss repayments	900099	36809	$36,809
Other miscellaneous income	900099	7367	$7,367
Tax benefit of reversal of valuation allowance	900099	5147012	$5,147,012

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	5191188	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	58821158	TotalRevenueColumn
Related Or Exempt Function Income	7049324	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	1257104	UnrelatedBusinessRevenue
Exclusion	$17,817,519	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	4629860	Total
Program Services	4629860	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	26100	Total
Program Services	26100	ProgramServices

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	1060058	Total
Program Services	511085	ProgramServices
Management And General	459895	ManagementAndGeneral
Fundraising	89078	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	20553885	Total
Program Services	15009565	ProgramServices
Management And General	2898548	ManagementAndGeneral
Fundraising	2645772	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	903194	Total
Program Services	650300	ProgramServices
Management And General	144511	ManagementAndGeneral
Fundraising	108383	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	1709418	Total
Program Services	1230780	ProgramServices
Management And General	273506	ManagementAndGeneral
Fundraising	205132	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	1701017	Total
Program Services	1224732	ProgramServices
Management And General	272162	ManagementAndGeneral
Fundraising	204123	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	114535	Total
Program Services	76298	ProgramServices
Management And General	28934	ManagementAndGeneral
Fundraising	9303	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	200559	Total
Program Services	27917	ProgramServices
Management And General	172642	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	227048	Total
Fundraising	227048	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	1380926	Total
Program Services	1132358	ProgramServices
Management And General	248568	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	5350723	Total
Program Services	4782062	ProgramServices
Management And General	201594	ManagementAndGeneral
Fundraising	367067	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	2139216	Total
Program Services	1653289	ProgramServices
Management And General	49581	ManagementAndGeneral
Fundraising	436346	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	715990	Total
Program Services	483130	ProgramServices
Management And General	208959	ManagementAndGeneral
Fundraising	23901	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	1964127	Total
Program Services	1525676	ProgramServices
Management And General	260629	ManagementAndGeneral
Fundraising	177822	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	1408198	Total
Program Services	1161409	ProgramServices
Management And General	50608	ManagementAndGeneral
Fundraising	196181	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	181686	Total
Program Services	181686	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	270804	Total
Program Services	217225	ProgramServices
Management And General	26824	ManagementAndGeneral
Fundraising	26755	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	692043	Total
Program Services	674252	ProgramServices
Management And General	11284	ManagementAndGeneral
Fundraising	6507	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
Printing	2229400	1946225	7604	275571
Real estate	2535183	2522046	0	13137
Property development	1438663	1438663	0	0
Maintenance	999506	884099	54347	61060

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	497820	Total
Program Services	338567	ProgramServices
Management And General	70827	ManagementAndGeneral
Fundraising	88426	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	52929959	Total
Program Services	42327324	ProgramServices
Management And General	5441023	ManagementAndGeneral
Fundraising	5161612	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	3313010	BOY
EOY	4181804	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	13922981	BOY
EOY	18574794	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	5901252	BOY
EOY	2151234	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	680123	BOY
EOY	717202	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	5455365	BOY
EOY	237954	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	12442283	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	8110775	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	4406633	BOY
EOY	4331508	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	79968852	BOY
EOY	84984411	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	139312898	BOY
EOY	134545494	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	901414	BOY
EOY	628314	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	6200552	BOY
EOY	1804774	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	260063080	BOY
EOY	252157489	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	7284281	BOY
EOY	7838381	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	1833069	BOY
EOY	2295498	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Escrow Account Liability EscrowAccountLiability

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Loans From Officers Directors LoansFromOfficersDirectors

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	4375000	BOY
EOY	3500000	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	16299798	BOY
EOY	14614840	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	29792148	BOY
EOY	28248719	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	66314812	BOY
EOY	64278611	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	78299894	BOY
EOY	73531138	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	85656226	BOY
EOY	86099021	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	230270932	BOY
EOY	223908770	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	260063080	BOY
EOY	252157489	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	5891199	ReconcilationRevenueExpenses
Reconcilation Other Changes	-12253361	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	1	FederalGrantAuditRequired
Federal Grant Audit Performed	1	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	47592546	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	28102259	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	10048924	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	31386266	CurrentTaxYearMinus1Year
Current Tax Year	32697211	CurrentTaxYear
Total	149827206	Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	0	CurrentTaxYearMinus1Year
Current Tax Year	0	CurrentTaxYear
Total	0	Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	0	CurrentTaxYearMinus1Year
Current Tax Year	0	CurrentTaxYear
Total	0	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	47592546	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	28102259	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	10048924	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	31386266	CurrentTaxYearMinus1Year
Current Tax Year	32697211	CurrentTaxYear
Total	149827206	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	27181460	AmountsSubstContributorsTotal
Public Support Total170	122645746	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	4478449	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	5138710	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3091314	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	4894812	CurrentTaxYearMinus1Year
Current Tax Year	3559300	CurrentTaxYear
Total	21162585	Total

Net UBI NetUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	0	CurrentTaxYearMinus1Year
Current Tax Year	0	CurrentTaxYear
Total	0	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	146675	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	172660	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	50873	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	188195	CurrentTaxYearMinus1Year
Current Tax Year	5141188	CurrentTaxYear
Total	5699591	Total

Field	Value	IRS element (for citing)
Total Support	176689382	TotalSupport
Gross Receipts From Admissions Etc	46433066	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.69413	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.6471	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170
General Explanation	Part II, Section B, Line 10 - Sales revenue from historic sites shops - 443,782. Part II, Section B, Line 10-2 - Contract Services and Commissions - 1,771,117. Part II, Section B, Line 10-3 - Admissions and Special Events - 4,493,323. Part II, Section B, Line 10-4 - Advertising - 861,910. Part II, Section B, Line 10-5 - Reimbursement of Expenses - 480,474. Part II, Section B, Line 10-6 - Other Miscellaneous Income -7,367.	GeneralExplanation

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

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

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbying

Field	Value	IRS element (for citing)
Filing Organizations Totals	14378	FilingOrganizationsTotals

Total Direct Lobbying TotalDirectLobbying

Field	Value	IRS element (for citing)
Filing Organizations Totals	164163	FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	178541	FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	47768347	FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	47946888	FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	1000000	FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	250000	FilingOrganizationsTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

Field	Value	IRS element (for citing)
Filing Organizations Totals	0	FilingOrganizationsTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

Field	Value	IRS element (for citing)
Filing Organizations Totals	0	FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	1000000	CurrentYearMinus3
Current Year Minus2	1000000	CurrentYearMinus2
Current Year Minus1	1000000	CurrentYearMinus1
Current Year	1000000	CurrentYear
Total	4000000	Total

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

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

Field	Value	IRS element (for citing)
Current Year Minus3	372932	CurrentYearMinus3
Current Year Minus2	69482	CurrentYearMinus2
Current Year Minus1	308707	CurrentYearMinus1
Current Year	178541	CurrentYear
Total	929662	Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	250000	CurrentYearMinus3
Current Year Minus2	250000	CurrentYearMinus2
Current Year Minus1	250000	CurrentYearMinus1
Current Year	250000	CurrentYear
Total	1000000	Total

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

Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures

Field	Value	IRS element (for citing)
Current Year Minus3	36883	CurrentYearMinus3
Current Year Minus2	12398	CurrentYearMinus2
Current Year Minus1	0	CurrentYearMinus1
Current Year	14378	CurrentYear
Total	63659	Total

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Number DA Fs Held	11	NumberDAFsHeld
Number Funds Held	1	NumberFundsHeld
Donor Advised Contributions	1285000	DonorAdvisedContributions
Contrib To Funds And Other Accounts	0	ContribToFundsAndOtherAccounts
Grants Paid From Donor Funds	1772118	GrantsPaidFromDonorFunds
Grants Funds And Other Accounts	0	GrantsFundsAndOtherAccounts
Aggregate DAF Value	6833229	AggregateDAFValue
Aggregate Fund Value	147226	AggregateFundValue
Disclosed Orgs Legal Control	1	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	1	DisclosedForCharitablePurposes
Protection Of Natural Habitat	X	ProtectionOfNaturalHabitat
Preservation Of Open Space	X	PreservationOfOpenSpace
Historic Land Area	X	HistoricLandArea
Historic Structure	X	HistoricStructure
Total Number Of Easements	109	TotalNumberOfEasements
Total Acreage	793.98	TotalAcreage
Nmbr Hist Struct Easements	92	NmbrHistStructEasements
Nmbr Hist Struct Easements After	8	NmbrHistStructEasementsAfter
Nmbr Easements Modified	0	NmbrEasementsModified
Nmbr States In Which Easements Held	24	NmbrStatesInWhichEasementsHeld
Written Policy Monitoring	1	WrittenPolicyMonitoring
Staff Hours Spent On Enforcement	2430	StaffHoursSpentOnEnforcement
Expenses Incurred For Enforcement	182460	ExpensesIncurredForEnforcement
Sect170h Requirements Satisfied	1	Sect170hRequirementsSatisfied

Held Works Of Art Amts HeldWorksOfArtAmts

Field	Value	IRS element (for citing)
Revenues Included	999	RevenuesIncluded
Assets In Part X	488470	AssetsInPartX

Field	Value	IRS element (for citing)
Collect Used For Public Exhibition	X	CollectUsedForPublicExhibition
Collect Used For Scholar Research	X	CollectUsedForScholarResearch
Collect Used For Preservation	X	CollectUsedForPreservation
Collect Used For Loan Or Exch Prgrms	X	CollectUsedForLoanOrExchPrgrms
Solicited Assets For Sale	1	SolicitedAssetsForSale

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	222398439	BeginningOfYearBalance
Contributions	1144422	Contributions
Investment Earnings Or Losses	-1387967	InvestmentEarningsOrLosses
Grants Or Scholarships	861308	GrantsOrScholarships
Other Expenditures	11989512	OtherExpenditures
Administrative Expenses	1564546	AdministrativeExpenses
End Of Year Balance	207739528	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	204891358	BeginningOfYearBalance
Contributions	3646871	Contributions
Investment Earnings Or Losses	26199028	InvestmentEarningsOrLosses
Grants Or Scholarships	867993	GrantsOrScholarships
Other Expenditures	10212667	OtherExpenditures
Administrative Expenses	1258158	AdministrativeExpenses
End Of Year Balance	222398439	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	203307485	BeginningOfYearBalance
Contributions	883871	Contributions
Investment Earnings Or Losses	5267814	InvestmentEarningsOrLosses
Grants Or Scholarships	4329731	GrantsOrScholarships
Other Expenditures	0	OtherExpenditures
Administrative Expenses	238081	AdministrativeExpenses
End Of Year Balance	204891358	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	198807600	BeginningOfYearBalance
Contributions	4359015	Contributions
Investment Earnings Or Losses	12932523	InvestmentEarningsOrLosses
Grants Or Scholarships	11462561	GrantsOrScholarships
Other Expenditures	295734	OtherExpenditures
Administrative Expenses	1333358	AdministrativeExpenses
End Of Year Balance	203007485	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.27	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.4	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.33	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	0	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	812965	OtherCostOrOtherBasis
Book Value	812965	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	8285853	OtherCostOrOtherBasis
Depreciation	5168203	Depreciation
Book Value	3117650	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	0	OtherCostOrOtherBasis
Depreciation	0	Depreciation
Book Value	0	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	3343465	OtherCostOrOtherBasis
Depreciation	2942572	Depreciation
Book Value	400893	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	0	OtherCostOrOtherBasis
Depreciation	0	Depreciation
Book Value	0	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	4331508	TotalOfBookValueLandBuildings

Financial Derivatives FinancialDerivatives

Field	Value	IRS element (for citing)
Book Value	0	BookValue

Closely Held Equity Interests CloselyHeldEquityInterests

Field	Value	IRS element (for citing)
Book Value	0	BookValue

Other Securities OtherSecurities (2 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
Other investments	124150287	F
Investments in subsidiaries	10395207	C

Field	Value	IRS element (for citing)
Total Of Book Value Securities	134545494	TotalOfBookValueSecurities
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (9 entries)

DescriptionDescription	AmountAmount
Gift annuities	$1,423,685
Endowment held for Congressional Cemetery	$3,998,233
Endowment held for Val-Kil	$89,709
Endowment held for Woodlawn	$183,484
Endowment held for Montpelier	$7,501,088
Endowemnt held for Belle Grove	$216,322
Endowment held for Cliveden	$533,801
Value of Montpelier bond guarantee	$102,877
Charitable remainder trusts	$565,641

Field	Value	IRS element (for citing)
Total Of Amounts	14614840	TotalOfAmounts
Total Revenue	58821158	TotalRevenue
Total Expenses	52929959	TotalExpenses
Excess Or Deficit For Year	5891199	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-10390261	NetUnrealizedGLOnInvestments
Donated Services And Facilities	0	DonatedServicesAndFacilities
Investment Expenses	0	InvestmentExpenses
Prior Period Adjustments	0	PriorPeriodAdjustments
Other	$0	OtherAmount
Total Adjustments	-10390261	TotalAdjustments
Excess Or Deficit Per FS	-4499062	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	46453515	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-10390261	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	584512	DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants	0	RecoveriesOfPriorYearGrants
Other Revenues	-1180968	OtherRevenues
Revenue Not Rptd F990	-10986717	RevenueNotRptdF990
Revenue Subtotal	57440232	RevenueSubtotal
Investment Expenses Not Included	1380926	InvestmentExpensesNotIncluded
Other Revenues Not Included	0	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	1380926	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	58821158	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	52815677	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	584512	DonatedServicesUseOfFacilities
Prior Year Adjustments	0	PriorYearAdjustments
Losses Reported	0	LossesReported
Other Expenses Included	682132	OtherExpensesIncluded
Expenses Not Rptd F990	1266644	ExpensesNotRptdF990
Expenses Subtotal	51549033	ExpensesSubtotal
Investment Expenses Not Included2	1380926	InvestmentExpensesNotIncluded2
Other Expenses Not Included	0	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	1380926	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	52929959	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SchD_P02_S00_L05	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.
SchD_P02_S00_L09	Schedule D, Part II, Line 9	Expenses relating to administration of the National Trust's easement program are included as program-related expenses in the expense statement. Easements are not included on the balance sheet.
SchD_P03_S00_L01	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, and 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.
SchD_P03_S00_L04	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.
SchD_P05_S00_L04	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 the 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.
SchD_P10_S00_L02	Schedule D, Part X, Line 2	The Trust accounts for uncertain tax positions in accordance with ASC 740. ASC 740 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 implementation of ASC 740 had no impact on the Trust's statement of financial position or statement of activities. The Trust does not believe its financial statements include any uncertain tax positions.
SchD_P12_S00_L02d	Schedule D, Part XII, Line 2d	Cost of goods sold, 555,367, plus Special event expenses, 126,765, less Adjustment on the value of properties held for resale (1,863,100) for a total of (1,180,968).
SchD_P13_S00_L02d	Schedule D, Part XIII, Line 2d	Cost of goods sold (555,367) and special event expenses (126,765)

Schedule F IRS990ScheduleF

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

Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)

RegionRegion	Number Of OfficesNumberOfOffices	Number Of EmployeesNumberOfEmployees	Type Of Activities ConductedTypeOfActivitiesConducted	Total ExpendituresTotalExpenditures
Central America and the Caribbean	0	0	Investments	33386820
Europe (including Iceland and Greenland)	0	0	Grantmaking	26100

Field	Value	IRS element (for citing)
Total Number Of Offices	0	TotalNumberOfOffices
Total Number Of Employees	0	TotalNumberOfEmployees
Total Amount Spent	33412920	TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS

Field	Value	IRS element (for citing)
Region	Europe (including Iceland and Greenland)	Region
Purpose Of Grant	Preservation	PurposeOfGrant
Amount Of Cash Grant	26100	AmountOfCashGrant
Manner Of Cash Disbursement	Wire transfer	MannerOfCashDisbursement
Amount Of Non Cash Assistance	0	AmountOfNonCashAssistance

Field	Value	IRS element (for citing)
Total Number Of501c3 Orgs	1	TotalNumberOf501c3Orgs
Total Number Of Other Orgs	1	TotalNumberOfOtherOrgs
Transfer To Foreign Corp	1	TransferToForeignCorp
Interest In Foreign Trust	0	InterestInForeignTrust
Own Foreign Corp	1	OwnForeignCorp
Passive Foreign Invest Co	1	PassiveForeignInvestCo
Foreign Partnership	1	ForeignPartnership
Boycott Countries	0	BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

Field	Value	IRS element (for citing)
Identifier	SchF_P01_S00_L02	Identifier
Return Reference	Schedule F, Part I, Line 2	ReturnReference
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 Vice President 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 Secretariat on INTO issues of special interest in the United States.	Explanation

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	X	MailSolicitations
Email Solicitations	X	EmailSolicitations
Phone Solicitations	X	PhoneSolicitations
In Person Solicitations	X	InPersonSolicitations
Solicitation Of Non Govt Grants	X	SolicitationOfNonGovtGrants
Solicitation Of Govt Grants	X	SolicitationOfGovtGrants
Special Fundraising Events	X	SpecialFundraisingEvents
Agreement Ref Fundraising	1	AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (3 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	ActivityActivity	Fundraiser Control Of FundsFundraiserControlOfFunds	Gross ReceiptsGrossReceipts	Amount Retained By ContractorAmountRetainedByContractor	Net To OrganizationNetToOrganization	Name Of IndividualNameOfIndividual
Donor Services Group LLC
6715 Sunset Boulevard	Los Angeles	CA	90028	Telemarketing servcies	0	164194	113048	51146
AEM Consulting Group LLC
3902 South 12th Street	Arlington	VA	22204	Direct response fundraising services	0	0	102000	-102000
(no name)
3713 Ingomar Street NW	Washington	DC	20015	Assist with processing and selling non-cash contributions of historic properties. These properties are protected by the imposition of historic preservation easements and sold on the open real estate market, with proceeds used for the Organization's charitable purposes.	0	0	12000	-12000	Marilyn Kochan

Field	Value	IRS element (for citing)
Total Gross Receipts	164194	TotalGrossReceipts
Total Retained By Contractors	227048	TotalRetainedByContractors
Total Net To Organization	-62854	TotalNetToOrganization
Licensed States	AK	LicensedStates
Licensed States	AR	LicensedStates
Licensed States	AZ	LicensedStates
Licensed States	CA	LicensedStates
Licensed States	CO	LicensedStates
Licensed States	CT	LicensedStates
Licensed States	DC	LicensedStates
Licensed States	FL	LicensedStates
Licensed States	GA	LicensedStates
Licensed States	HI	LicensedStates
Licensed States	ID	LicensedStates
Licensed States	IL	LicensedStates
Licensed States	IN	LicensedStates
Licensed States	KS	LicensedStates
Licensed States	KY	LicensedStates
Licensed States	LA	LicensedStates
Licensed States	MA	LicensedStates
Licensed States	MD	LicensedStates
Licensed States	ME	LicensedStates
Licensed States	MI	LicensedStates
Licensed States	MN	LicensedStates
Licensed States	MO	LicensedStates
Licensed States	MT	LicensedStates
Licensed States	NC	LicensedStates
Licensed States	ND	LicensedStates
Licensed States	NE	LicensedStates
Licensed States	NH	LicensedStates
Licensed States	NJ	LicensedStates
Licensed States	NM	LicensedStates
Licensed States	NV	LicensedStates
Licensed States	OH	LicensedStates
Licensed States	OK	LicensedStates
Licensed States	OR	LicensedStates
Licensed States	PA	LicensedStates
Licensed States	RI	LicensedStates
Licensed States	SC	LicensedStates
Licensed States	SD	LicensedStates
Licensed States	TN	LicensedStates
Licensed States	TX	LicensedStates
Licensed States	UT	LicensedStates
Licensed States	VA	LicensedStates
Licensed States	VT	LicensedStates
Licensed States	WA	LicensedStates
Licensed States	WI	LicensedStates
Licensed States	WV	LicensedStates
Licensed States	WY	LicensedStates

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	Evening Under Oaks	NameOfEvent1
Gross Receipts Event1	51622	GrossReceiptsEvent1
Charitable Contributions Event1	40072	CharitableContributionsEvent1
Gross Revenue Event1	11550	GrossRevenueEvent1
Cash Prizes Event1	0	CashPrizesEvent1
Non Cash Prizes Event1	0	NonCashPrizesEvent1
Rent Facility Costs Event1	0	RentFacilityCostsEvent1
Food And Beverage Event1	0	FoodAndBeverageEvent1
Entertainment Event1	0	EntertainmentEvent1
Other Direct Expenses Event1	10099	OtherDirectExpensesEvent1
Name Of Event2	Vices of Virginia	NameOfEvent2
Gross Receipts Event2	51949	GrossReceiptsEvent2
Charitable Contributions Event2	22367	CharitableContributionsEvent2
Gross Revenue Event2	29582	GrossRevenueEvent2
Cash Prizes Event2	0	CashPrizesEvent2
Non Cash Prizes Event2	0	NonCashPrizesEvent2
Rent Facility Costs Event2	0	RentFacilityCostsEvent2
Food And Beverage Event2	0	FoodAndBeverageEvent2
Entertainment Event2	0	EntertainmentEvent2
Other Direct Expenses Event2	47948	OtherDirectExpensesEvent2
Total Number Of Other Events	4	TotalNumberOfOtherEvents
Gross Receipts Other Events	246194	GrossReceiptsOtherEvents
Charitable Contrib Other Events	222175	CharitableContribOtherEvents
Gross Revenue Other Events	24019	GrossRevenueOtherEvents
Cash Prizes Other Events	0	CashPrizesOtherEvents
Non Cash Prizes Other Events	0	NonCashPrizesOtherEvents
Rent Facility Costs Other Events	0	RentFacilityCostsOtherEvents
Food And Beverage Other Events	0	FoodAndBeverageOtherEvents
Entertainment Other Events	0	EntertainmentOtherEvents
Other Direct Expenses Other Events	68718	OtherDirectExpensesOtherEvents
Gross Receipts Total	349765	GrossReceiptsTotal
Charitable Contributions Total	284614	CharitableContributionsTotal
Gross Revenue Total Events	65151	GrossRevenueTotalEvents
Cash Prizes Total Events	0	CashPrizesTotalEvents
Non Cash Prizes Total Events	0	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	0	RentFacilityCostsTotalEvents
Food And Beverage Total Events	0	FoodAndBeverageTotalEvents
Entertainment Total Events	0	EntertainmentTotalEvents
Other Direct Expenses Total Events	126765	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	126765	DirectExpenseSummaryEvents
Net Income Summary	-61614	NetIncomeSummary

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Recipient Table RecipientTable (132 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant	Address Line2AddressUS/AddressLine2
Montpelier Foundation
PO BOX 67	MONTPELIER STATION	VA	22957	311620682	490113	Save Historic Places
ARCADIA FOOD INC
2000 MOUNT VERNON AVE	ALEXANDRIA	VA	22301	204165944	165876	Save Historic Places
ASSOC FOR THE PRESERVATION OF HIST CONGRESSIONAL CEMETERY
1801 E ST SE	WASHINGTON	DC	20003	521071828	111370	Save Historic Places
EMERGE COMMUNITY DEVELOPMENT
1101 W BROADWAY AVE	MINNEAPOLIS	MN	56011	411277423	110000	Save Historic Places
THE BASILICA LANDMARK
PO Box 50070	MINNEAPOLIS	MN	55405	411754864	110000	Save Historic Places
TOWNSHIP OF WATERFORD
31076 CANADA AVE	NORTHFIELD	MN	55057	411469685	95000	Save Historic Places
AMERICAN SWEDISH INSTITUTE
2600 PARK AVE	MINNEAPOLIS	MN	55407	410711603	90000	Save Historic Places
Brucemore Inc
2160 Linden Dr SE	Cedar Rapids	IA	52403	411170531	88000	Save Historic Places
STATE OF CALIFORNIA
MONTEREY STATE HISTORIC PARK	MONTEREY	CA	93940	510139529	87706	Save Historic Places
PILGRIM BAPTIST CHURCH
732 W CENTRAL AVE	ST PAUL	MN	55104	410843353	86000	Save Historic Places
ROOSEVELT-VANDERBILT HISTORIC ASSOCIATION
PO BOX 235	HYDE PARK	NY	12538	146035855	85535	Save Historic Places
TUBMAN
33111 1ST AVE S	MINNEAPOLIS	MN	55408	411240048	84000	Save Historic Places
CZECH & SLOVAK SOKOL MINNESOTA
383 MICHIGAN STREET	ST PAUL	MN	55102	416084129	80000	Save Historic Places
CITY OF MENDOTA HEIGHTS
1101 VICTORIA CURVE	MENDOTA HEIGHTS	MN	55118	416008695	75000	Save Historic Places
Filoli Center Inc
86 Canada Rd	Woodside	CA	94062	952996648	75000	Save Historic Places
THE SOAP FACTORY
514 2ND ST SE	MINNEAPOLIS	MN	55414	411658987	70000	Save Historic Places
KIRKPATRICK FOUNDATION INC
1001 W WILSHIRE BLVD 201	OKLAHOMA CITY	OK	73116	731355924	53520	Save Historic Places
CHRIST LUTHERAN CHURCH ON CAPITOL HILL
105 W UNIVERSITY AVE	ST PAUL	MN	55103	410705841	50000	Save Historic Places
HISTORIC KANSAS CITY FOUNDATION
234 W 10th STREET	KANSAS CITY	MO	64105	237368504	50000	Save Historic Places
THE TRUSTEES OF RESERVATION
572 ESSEX ST	BEVERLY	MA	01915	042105780	50000	Save Historic Places
SAN FRANCISCO ARCHITECTURAL HERITAGE
2007 FRANKLIN STREET	SAN FRANCISCO	CA	94109	237135037	48087	Save Historic Places
California Preservation Fdn
1611 Telegraph Ave 820	Oakland	CA	94612	942569465	45333	Save Historic Places
GRAND TETON NATIONAL PARK
1 WAREHOUSE ROAD	MOOSE	WY	83012	830322668	43788	Save Historic Places
HENNEPIN COUNTY
417 N 5TH ST 320	MINNEAPOLILS	MN	55401	416005801	40000	Save Historic Places
UNITED FIRST PARISH IN QUINCY
1306 HANCOCK ST	QUINCY	MA	02169	042135902	40000	Save Historic Places
MADISON TRUST FOR HISTORIC PRESERVATION
P O BOX 296	MADISON	WI	53701	237356105	38342	Save Historic Places
Phoenix Loan Conversion
2733 Gratiot Avenue	Detroit	MI	48207	382715482	37364	Save Historic Places
MICHIGAN HISTORIC PRESERVATION NETWORK
107 E GRAND RIVER	LANSING	MI	48906	382878515	35839	Save Historic Places
CIVIL WAR TRUST
1156 15th STREET N WSUITE 900	WASHINGTON	DC	20005	541426643	35000	Save Historic Places
PRESERVATION PENNSYLVANIA
257 N STREET	HARRISBURG	PA	17101	232219097	34874	Save Historic Places
SOUTH SIDE COMMUNITY ART CENTER
3831 S MICHIGAN AVE	CHICAGO	IL	60653	237359897	33600	Save Historic Places
THOMASVILLE LANDMARKS INC
PO BOX 1285	THOMASVILLE	GA	31799	581025094	33150	Save Historic Places
PRESERVE RHODE ISLAND
957 N MAIN STREET	PROVIDENCE	RI	02904	056012417	32845	Save Historic Places
PRESERVATION DURHAM
PO BOX 25411	DURHAM	NC	27702	237361218	31451	Save Historic Places
PRESERVATION TEXAS
PO BOX 12832	AUSTIN	TX	78711	752129913	31350	Save Historic Places
PRESERVATION VIRGINIA
204 W FRANKLIN STREET	RICHMOND	VA	232205012	540568800	31081	Save Historic Places
FOUNDATION FOR HISTORICAL LOUISIANA
908 502 NORTH BLVD	BATON ROUGE	LA	70821	720642810	30698	Save Historic Places
MINNESOTA STATE FAIR FUND
1265 SNELLING AVE N	ST PAUL	MN	55108	412013696	30000	Save Historic Places
HERITAGE NEBRASKA
PO BOX 22608	LINCOLN	NE	68542	262973823	29750	Save Historic Places
THE PRESERVATION SOCIETY OF NEWPORT COUNTY
424 BELLEVUE AVE	NEWPORT	RI	02840	050252708	29345	Save Historic Places
PRESERVATION MARYLAND
24 WEST SARATOGA STREET	BALTIMORE	MD	21201	520609575	29307	Save Historic Places
PRESERVATION KENTUCKY INC
PO BOX 5192	FRANKFORT	KY	42748	311665931	28800	Save Historic Places
HISTORIC CHARLESTON FOUNDATION
40 EAST BAY STREET	CHARLESTON	SC	29401	576000599	28100	Save Historic Places
LENOIR COMMUNITY COLLEGE
PO BOX 188	KINSTON	NC	285020188	560753025	26000	Save Historic Places
BOSCO-MILLIGAN FOUNDATION
701 SE GRAND AVENUE	PORTLAND	OR	97214	943090169	25790	Save Historic Places
UTAH HERITAGE FOUNDATION
PO BOX 28	SALT LAKE CITY	UT	841100028	870272392	25167	Save Historic Places
CASCADIA GREEN BUILDING COUNCIL
721 NW 9TH AVE 195	PORTLAND	OR	97209	931297649	25000	Save Historic Places
HULL YORK LAKELAND RESOURCE CONSERVATION & DEVELOPMENT COUNCIL
900 S WALNUT AVE	COOKEVILLE	TN	38501	581747375	25000	Save Historic Places
JOHN QUINTON FOUNDATION
25954 QUINTON RD	MARDELA SPRINGS	MD	21837	522156837	25000	Save Historic Places
TOWN OF SNOW HILL
103 BANK ST PO BOX 348	SNOW HILL	MD	21863	526000807	25000	Save Historic Places
CALVERT INDEPENDENT SCHOOL DISTRICT
PO BOX 7	CALVERT	TX	77837	746000473	24150	Save Historic Places
VILLAGE OF SOMERSET
PO BOX 10	SOMERSET	OH	43783	316400970	24000	Save Historic Places
CINCINNATI PRESERVATION ASSOC
342 W 4TH ST	CINCINNATI	OH	45202	316040183	23515	Save Historic Places
Belle Grove Inc
336 Belle Grove Rd	Middletown	VA	22645	541047175	21518	Save Historic Places
LANDMARKS ILLINOIS
53 W JACKSON BLVD 1315	CHICAGO	IL	606043562	362879987	21000	Save Historic Places
Oatlands
20850 Oatlands Inc	Leesburg	VA	20175	541118635	20382	Save Historic Places
PRESERVATION ALLIANCE FOR GREATER PHILADELPHIA
1616 WALNUT STREET 1620	PHILADELPHIA	PA	19103	232106589	20361	Save Historic Places
CITY OF MINNEAPOLIS
350 SOUTH 5th STREET ROOM 300	MINNEAPOLIS	MN	55415	416005375	20000	Save Historic Places
LOS ANGELES CONSERVANCY
523 WEST 6th STREET SUITE 826	LOS ANGELES	CA	90014	953273046	18750	Save Historic Places
BEING FIRST INC
1242 PAK DR DW2	DURANGO	CO	81301	943076177	18457	Save Historic Places
PRESERVATION ALLIANCE OF WEST VIRGINIA
PO BOX 3371	CHARLESTON	WV	25333	311028713	17300	Save Historic Places
Galveston Historical Fdn
502 20th St	Galveston	TX	77550	741487824	17000	Save Historic Places
SAN ANTONIO CONSERVATION SOCIETY
107 KING WILLIAM ST	SAN ANTONIO	TX	782041312	746015382	17000	Save Historic Places
GOLDEN HILLS RESOURCE CONSERVATION & DEVELOPMENT AREA
712 S HWY 6	OAKLAND	IA	515600189	421293893	16425	Save Historic Places
MONTANA PRESERVATION ALLIANCE
120 REEDERS ALLEY	HELENA	MT	59601	363559965	15689	Save Historic Places
HISTORIC EASTON INC
PO BOX 1071	EASTON	MD	21601	237309742	15000	Save Historic Places
HISTORIC OAKLAND FOUNDATION
248 OAKLAND AVE SE	ATLANTA	GA	30312	581276032	15000	Save Historic Places
MINNEAPOLIS PARK & RECREATION BOARD
2117 W RIVER RD	MINNEAPOLIS	MN	55411	416005375	15000	Save Historic Places
TILGHMAN WATERMENS MUSEUM INC
PO BOX 344	TILGHMAN	MD	21671	080348490	15000	Save Historic Places
BALTIMORE HERITAGE INC
11 1/2 WEST CHASE STREET	BALTIMORE	MD	21201	520803045	14750	Save Historic Places
PRESERVATION ALLIANCE OF MN
416 LANDMARK CENTER 75 W 5th ST	ST PAUL	MN	55102	411427970	14174	Save Historic Places
COLUMBUS LANDMARKS FDN
61 JEFFERSON AVE	COLUMBUS	OH	43215	310914612	13776	Save Historic Places
ROMAN CATHOLIC DIOCESE OF EL PASO
499 ST MATTHEW ST	EL PASO	TX	79907	746000751	13175	Save Historic Places
CASTALIA COMMUNITY DEVELOPMENT CORPORATION
10445 LANCASTER RD/Po BOX 185	CASTALIA	NC	27816	561735003	12500	Save Historic Places
OAKLAND LIVINGSTON HUMAN SERVICE AGENCY
196 CESAR E CHAVEZ	PONTIAC	MI	48343	381785665	12000	Save Historic Places
LOUISIANA TRUST FOR HISTORIC PRESERVATION
PO BOX 1587	BATON ROUGE	LA	70821	720866133	11162	Save Historic Places
KNOX HERITAGE
PO BOX 1242	KNOXVILLE	TN	37901	510148798	11145	Save Historic Places
From J265T101-995-06 STATE OF CALIFORNIA Dept of Partks & Rec
2211 Garden Rd	MONTEREY	CA	93940	410139529	11061	Save Historic Places
ARTS ALLIANCE OF PORTAGE COUNTY INC
2201 MADISON ST	STEVENS POINT	WI	54481	201960836	10000	Save Historic Places
CARMEL MISSION FOUNDATION INC
PO BOX 221351	CARMEL	CA	939221351	262981780	10000	Save Historic Places
CENTER FOR DESERT ARCHAEOLOGY
300 N ASH ALLEY	TUCSON	AZ	85701	860640183	10000	Save Historic Places
CENTRAL TERMINAL RESTORATION CORP
12337 CHURCH RD	HOLLAND	NY	140809745	161536196	10000	Save Historic Places
CHURCH OF THE INTERCESSION
550 W 155TH ST	NEW YORK	NY	10032	132851543	10000	Save Historic Places
CITY OF OREGON CITY
PO BOX 3040	OREGON CITY	OR	97045	936002230	10000	Save Historic Places
FLAGER COLLEGE INC
74 KING ST	ST AUGUSTIN	FL	32084	591157081	10000	Save Historic Places
FRIENDS & RESIDENTS OF THE GREATER GOWANUS
393 PRESIDENT ST	BROOKLYN	NY	11231	800558407	10000	Save Historic Places
IDAHO RURAL COUNCIL
PO BOX 21	FILER	ID	83328	820409737	10000	Save Historic Places
LEW WALLACE STUDY PRESERVATION SOCIETY
PO BOX 662	CRAWFORDSFILLE	IN	47933	352015109	10000	Save Historic Places
MYRTLE AVENUE REVITALIZATION PROJECT LCD
472 MYRTLE AVE 2ND FLR	BROOKLYN	NY	11205	311706307	10000	Save Historic Places
SIPAULOVI DEVELOPMENT CORP
PO BOX 956	SECOND MESA	AZ	86043	113800979	10000	Save Historic Places
SOUTHWEST HERITAGE FOUNDATION
PO BOX 46	BLUFF	UT	84512	351924435	10000	Save Historic Places
TRI-COUNTY COMMUNITY ACTION PROGRAM INC
30 EXCHANGE ST	BERLIN	NH	03570	020267404	10000	Save Historic Places
UPTOWN ENTERTAINMENT & DEVELOPMENT CORPORATION
2227 N BROAD ST	PHILADELPHIA	PA	19132	233077168	10000	Save Historic Places
WELLINGTON RITZ-TREATRE INC
PO BOX 202	WELLINGTON	TX	79095	260377669	10000	Save Historic Places
WOODLAND ARBORETUM FOUNDATION
118 WOODLAND AVE	DAYTON	OH	45409	311309373	10000	Save Historic Places
SAUGATUCK DUNES COASTAL ALLIANCE
PO BOX 1013	SAUGATAUC	MI	49453	260503609	9900	Save Historic Places
FRIENDS OF BOHEMIAN NATIONAL CEMETERY
5255 N PULASKI RD	CHICAGO	IL	60630	203082671	9737	Save Historic Places
THE EPISCOPAL CHURCH OF THE ADVENT
4976 W ADAMS BLVD	LOS ANGELES	CA	90016	956056546	9500	Save Historic Places
ALABAMA TRUST FOR HISTORIC PRESERVATION
UWA STATION 45	LIVINGSTSON	AL	35470	630947714	9300	Save Historic Places
HISTORIC SAVANNAH FOUNDATION
PO BOX 1733	SAVANNAH	GA	314021733	580838253	9250	Save Historic Places
FRIENDS OF GRIFFITH PARK
2624 GREEN OAK PL	LOS ANGELES	CA	90068	900635056	9000	Save Historic Places
THE CHARLES & RAY EAMES HOUSE PRESERVATION FUND INC
203 CHAUTAUQUA BLVD	PACIFIC PALISADES	CA	90272	200276962	9000	Save Historic Places
CENTER FOR COMMUNITY ARTS INC
712 LAFAYETT STREET	CAPE MAY	NJ	08204	223350637	8500	Save Historic Places
CLEVELAND RESTORATION SOCIETY
3751 PROSPECT AVENUE	CLEVELAND	OH	441152705	237218767	8500	Save Historic Places
PRESERVATION BUFFALO NIAGARA MARKET ARCADE #M108
617 MAIN ST	BUFFALO	NY	14203	222986810	8500	Save Historic Places
SOLSTICE PROJECT
222 E MARCY ST 10	SANTA FE	NM	87501	521185238	8500	Save Historic Places
HERITAGE ALLIANCE OF NORTHEAST TENNESSEE & SOUTHWEST VIRGINIA
212 E SABIN DRIVE	JONESBOROUGH	TN	37659	621502600	8185	Save Historic Places
FRIENDS OF LA GRANDE MAIN
ST PO BOX 3321	LA GRANDE	OR	97850	930989722	8000	Save Historic Places
KLM INTERNATIONAL
901 19TH ST	DES MOINES	IA	50314	731573163	8000	Save Historic Places
BLACK CANUON TRAILS ASSOCIATION
PO BOX 315	BLACK CANYON CITY	AZ	85324	204156944	7500	Save Historic Places
FRIENDS OF CHINESE AMERICAN MUSEUM
125 PASEO DE LA PLAZA 300	LOS ANGELES	CA	90012	954176897	7500	Save Historic Places
FRIENDS OF THE MICHAEL WHITE ADOBE
PO BOX 80404	SAN MARINO	CA	91118	272841766	7500	Save Historic Places
GRAND VISION FOUNDATION
434 W 6TH ST	SAN PEDRO	CA	90731	954554570	7500	Save Historic Places
KANSAS CITY MISSOURI SCHOOL
1211 MCGEE 6TH FLR 100	KANSAS CITY	MO	64106	446003108	7500	Save Historic Places
LITTLE TOKYO SERVICE CENTER COMMUNITY DEVELOPMENT CORP
231 E 3RD ST	LOS ANGELES	CA	90013	954444102	7500	Save Historic Places
SANTA MONICA CONSERVANCY
PO BOX 653	SANTA MONICA	CA	90406	753079169	7500	Save Historic Places
SHAWANO COUNTY ECONOMIC PROGRESS INC
1263 S MAIN ST	SHAWANO	WI	54166	391661544	7500	Save Historic Places
TELFAIR MUSEUM OF ART
PO BOX 10081	SAVANNAH	GA	31412	580610074	7500	Save Historic Places
UNIVERSITY OF PENNSYLVANIA OFFICE OF RESEARCH ADMIN
133 S 36TH ST 300	PHILADELPHIA	PA	191043246	231876142	7500	Save Historic Places
VULTURE MINE PRESERVATION & RESTORATION ASSOCIATION
PO BOX 1863	WICKENBURG	AZ	86358	271488613	7500	Save Historic Places
DOWNTOWN OKLAHOMA CITY
210 PARK AVE 230	OKLAHOMA CITY	OK	73102	731593759	7250	Save Historic Places
AMERICAN ASSOC FOR STATE & LOCAL HISTORY
1717 CHURCH ST	NASHVILLE	TN	37203	390962197	7000	Save Historic Places
SOUTH WELLFLEET NEIGHBORHOOD ASSOCIATION & SOCIAL UNION
PO BOX 581	SOUTH WELLFLEET	MA	02663	510187486	7000	Save Historic Places
HISTORIC BOSTON INC
20 EUSTIS STREET	ROXBURY	MA	02119	046111819	6800	Save Historic Places
HISTORIC DENVER
1628 16th STREET 200	DENVER	CO	80202	840605731	6682	Save Historic Places
PRESERVATION DELAWARE
1405 GREENHILL AVENUE	WILMINGTON	DE	19806	510345619	6583	Save Historic Places
HANDY CHAPEL INC
1336 WHITE AVE	GRAND JUNCTION	CO	81501	841004064	6375	Save Historic Places
ARKANSAS DELTA BYWAYS
PO BOX 2050	STATE UNIVERSITY	AR	72467	581722300	6000	Save Historic Places
RAVALI COUNTY MUSEUM THE BITTER ROOT VALLEY HIST SOC
205 BEDFORD ST	HAMILTON	MT	59840	810370013	6000	Save Historic Places
SEATTLE CHINATOWN INTL PRESERVATION & DEVELOPMENT AUTHORITY
PO BOX 3302 SUITE 200	SEATTLE	WA	98114	911645126	6000	Save Historic Places
WEEKSVILLE HERITAGE CENTER
PO BOX 130	BROOKLYN	NY	11213	237330454	6000	Save Historic Places
MUSEUM OF AFRICAN AMERICAN HISTORY
14 BEACON ST	BOSTON	MA	02108	042429556	105000	Save Historic Places	STE 719

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	132	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	0	TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	SchI_P01_S00_L02	Identifier
Return Reference	Schedule I, Part I, Line 2	ReturnReference
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.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	X	TravelForCompanions
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	0	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	0	AnyNonFixedPayments
Initial Contract Exception	1	InitialContractException
Rebuttable Presumption Procedure	1	RebuttablePresumptionProcedure

Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Stephanie Meeks
376118	0	0	0	2992	0	16500	0	17785	0	413395	0	9415	0
Paul Edmondson
205899	0	0	0	0	0	9677	0	5000	0	220576	0	9677	0
Greg Coble - Partial Year
146067	0	0	0	125000	0	11373	0	7541	0	289981	0	11373	0
Rosemarie Rae Balla - Partial Year
143983	0	0	0	0	0	0	0	9411	0	153394	0	0	0
David Brown
285186	0	0	0	0	0	12250	0	23509	0	320945	0	13820	0
David Cooper
188176	0	0	0	0	0	9160	0	1440	0	198776	0	9160	0
Terry Richey
178896	0	0	0	0	0	0	0	24741	0	203637	0	0	0
James Schwartz
149911	0	0	0	0	0	6865	0	3984	0	160760	0	0	0
Sam Kilpatrick
148067	0	0	0	0	0	7512	0	14133	0	169712	0	7512	0
Douglas Loesher
136929	0	0	0	0	0	6752	0	7333	0	151014	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SchJ_P01_S00_L01a	Schedule J, Part I, Line 1a	Travel for companions: Expenses were paid for one trip for the President's spouse and these expenses were treated as additional taxable income to the President.
SchJ_P01_S00_L03	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.
SchJ_P01_S00_L08	Schedule J, Part I, Line 8	Terms of employment, including initial compensation, set in letter agreement upon hire of new President, effective June 13, 2010.

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Field	Value	IRS element (for citing)
Name Person	Carolyn Schwenker Brody	NamePerson

Field	Value	IRS element (for citing)
Relationship	Trustee	Relationship
Amount Of Transaction	3000000	AmountOfTransaction
Description Of Transaction	See Schedule L, Part V, Statement 1	DescriptionOfTransaction
Sharing Of Revenues	0	SharingOfRevenues

Form990 Schedule L Part V Form990ScheduleLPartV

Field	Value	IRS element (for citing)
Identifier	SchL_P04_S00_L00	Identifier
Return Reference	Schedule L, Part IV	ReturnReference
Explanation	Ongoing investment in equity firm in which husband is a partner. Investments are recommended by outside advisors and approved by the Investment Committee with full recusal of Trustee.	Explanation

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	44	NumberOfContributions
Noncash Contribs Rptd F990	552412	NoncashContribsRptdF990
Method Of Determining Revenues	Net proceeds, stock gifts	MethodOfDeterminingRevenues

Collectibles Collectibles

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	999	NoncashContribsRptdF990
Method Of Determining Revenues	Auction	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Number Of8283 Received	0	NumberOf8283Received
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	1	ReviewProcessUnusualNCGifts
Third Parties Used	1	ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

Field	Value	IRS element (for citing)
Identifier	SchM_P01_S00_L32b	Identifier
Return Reference	Schedule M, Part I, Line 32b	ReturnReference
Explanation	The Organization uses a fundraising consultant (listed on Schedule G) to assist with processing and selling non-cash contributions of historic properties. These properties are protected by the imposition of historic preservation easements and sold on the open real estate market, with proceeds used for the Organization's charitable purposes.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (13 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
F990_P03_S00_L04d	Form 990, Part III, Line 4d	Historic Preservation & Conservation: Membership Outreach - Educate the general public on the importance of and techniques of preserving the nation's architectural and cultural heritage.
F990_P04_S00_L23	Form 990, Part IV, Line 23	Loan Program Investments = 628,314 and Investments in subsidiaries = 10,395,207 for a total of 11,023,521.
F990_P06_S0A_L00	Form 990, Part VI, Section A	The organization's bylaws delegates to an Executive Committee the authority to act on behalf of the full Board of Trustees between meetings of the Board.
F990_P06_S0A_L02	Form 990, Part VI, Section A, Line 2	During the tax year, two members of the Corporation's board of trustees (J. Clifford Hudson and Jeffrey H. Schutz) also served together on the board of directors of the Sonic Corporation.
F990_P06_S0A_L04	Form 990, Part VI, Section A, Line 4	On June 16, 2012, the National Trust's Board of Trustees approved a comprehensive update of the organization's Bylaws. The principal substantive changes were as follows: (1) Membership: Simplified membership language, eliminated honorary memberships, clarified meeting language, authorized voting by mail or online; (2) Trustees: Clarified commencement of terms, clarified term limits, changed requirement that Fall meetings must be held at same time and place as annual membership meeting, clarified non-governing role of honorary trustees, increased from 6 to 12 minimum number to request special board meetings, required recusal for material conflicts, allowed notice by email, decreased time for notice of nominations to corporate secretary, eliminated process to allow some nominations to bypass Trusteeship and Governance Committee review and approval; (3) Committees: Specified standing committees, required all standing committee members to be current trustees, required rotation of committee chairs, required full board ratification of Executive Committee membership; (4) Officers: Clarified commencement of terms, clarified nomenclature for Vice Chairs, revised titles for Chief Financial and Administrative Officer and Chief Legal Officer, clarified that Chief Legal Officer also serves as Corporate Secretary.
F990_P06_S0A_L06	Form 990, Part VI, Section A, Line 6	The National Trust for Historic Preservation in the United States is a member organization with 153,664 members.
F990_P06_S0A_L07a	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.
F990_P06_S0B_L11b	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: After preparation of the form by staff and reviewed by management, the draft 990 was reviewed at a special telephonic meeting of the Board's Audit Committee. The draft 990 was then made available to all board members (either digitally or in hard copy, depending on their preference). Two review sessions led by staff were held for Trustees on different dates, and all Trustees were encouraged to participate. Any changes following these reviews were again reviewed by the Audit Committee before the final 990 was filed. The draft 990 was also reviewed by the independent accounting firm KPMG.
F990_P06_S0B_L12c	Form 990, Part VI, Section B, Line 12c	The Organization's conflict of interest policy is sent to board members once a year, with a disclosure form that asks Trustees to describe interest in or relationships with both for-profit and non-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 regularily reminded of their obligation under the policy to ensure that transactions (direct or indirect) are consistent with the policy, including the review process stated in the policy for potential transactions. The policy also provides a process for review of potential conflicts.
F990_P06_S0B_L15	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 regularily 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.
F990_P06_S0C_L17	Form 990, Part VI, Section C, Line 17	See Schedule O, Statement 2
F990_P06_S0C_L19	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 Finanaical 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.
F990_P11_S00_L05	Form 990, Part XI, Line 5	Unrealized capital losses on investments (10,390,261) plus Adjustment to value of properties held for resale (1,863,100)

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	NT CDFI Inc	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1785 Massachusetts Avenue NW	AddressLine1
City	Washington	City
State	DC	State
ZIP Code	20036	ZIPCode

Field	Value	IRS element (for citing)
EIN	412138426	EIN
Primary Activities	Community Development	PrimaryActivities
Legal Domicile State	DE	LegalDomicileState
Exempt Code Section	501 (c) (3)	ExemptCodeSection
Public Charity Status	11 Type 1	PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Controlled Org	1	ControlledOrg

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

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

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	24 Commerce Street	AddressLine1
City	Baltimore	City
State	MD	State
ZIP Code	21202	ZIPCode

Field	Value	IRS element (for citing)
EIN	200590526	EIN
Primary Activity	Insurance Agency	PrimaryActivity
Legal Domicile State	MD	LegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Predominant Income Type	Unrelated	PredominantIncomeType
Share Of Total Income	65359	ShareOfTotalIncome
Share Of EOY Assets	0	ShareOfEOYAssets
Disproportionate Allocations	0	DisproportionateAllocations
Code V	$65,321	CodeVAmount
General Or Managing Partner	1	GeneralOrManagingPartner
Percentage Ownership	0	PercentageOwnership

Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Type Of EntityTypeOfEntity	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Percentage OwnershipPercentageOwnership	Direct Controlling Entity NADirectControllingEntityNA
National Trust Community Investment Corporation
1785 Massachusetts Avenue NW	Washington	DC	20036	522267085	Community Investments	DE	NTHP	C	7086202	12388683	1
Heritage Travel Inc
1785 Massachusetts Avenue NW	Washington	DC	20036	261983358	Heritage Travel	DC	NTHP	C	59549	0	1
Charitable Remainder Unitrusts - 4 - NTHP
1785 Massachusetts Avenue NW	Washington	DC	20036		Charitable Trusts	DC		T	0	0	0	N/A

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	1	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	1	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	0	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	1	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	0	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	0	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	0	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	0	ExchangeOfAssets
Rental Of Facilities To Other Orgs	1	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	0	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	1	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	1	PerformOfServicesByOtherOrgs
Sharing Of Facilities	0	SharingOfFacilities
Sharing Of Paid Employees	1	SharingOfPaidEmployees
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	1	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	1	OtherTransferToOtherOrg
Other Transfer From Other Org	1	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (27 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
Heritage Travel Inc
a-i	105440	Market Value
Heritage Travel Inc
a-iv	5700	Market Value
Heritage Travel Inc
b	8642724	Market Value
Heritage Travel Inc
l	15000	Market Value
Heritage Travel Inc
n	15354	Market Value
Heritage Travel Inc
p	40936	Market Value
Heritage Travel Inc
q	977000	Market Value
Heritage Travel Inc
k	99981	Market Value
National Trust Community Investment Corporation
l	92667	Book Value
National Trust Community Investment Corporation
n	55064	Book Value
National Trust Community Investment Corporation
p	339772	Book Value
National Trust Community Investment Corporation
q	59185	Book Value
National Trust Community Investment Corporation
r	1872448	Book Value
National Trust Community Investment Corporation
k	72020	Book Value
National Trust Insurance Services LLC
r	21000
NT CDFI Inc
n	24225	Book Value
NT CDFI Inc
p	83600	Book Value
NT CDFI Inc
r	850577	Book Value
NT CDFI Inc
e	210743	Book Value
National Trust Community Investment Corporation
a-iii	390825	Market Value
National Trust Community Investment Corporation
a-iv	152190	Market Value
National Trust Community Investment Corporation
b	683447	Book Value
National Trust Community Investment Corporation
d	243328	Market Value
National Trust Community Investment Corporation
h	624263	Book Value
National Trust Insurance Services LLC
d	6655
National Trust Insurance Services LLC
n	938
National Trust Insurance Services LLC
p	4262

Form990 Schedule R Part VII Form990ScheduleRPartVII

Field	Value	IRS element (for citing)
Identifier	SchR_P04_S00_L00	Identifier
Return Reference	Schedule R, Part IV	ReturnReference
Explanation	On April 20, 2011, National Trust for Historic Preservation in the US (NTHP) reorganized two of its taxable corporate subsidiaries - Heritage Travel, Inc. (HTI) and National Trust Insurance Services, LLC (NTIS). NTHP contributed all of the stock of HTI (which was solvent at the time) to NTCIC in exchange for ten additional shares of NTCIC common stock. HTI then converted to a limited liability company with a single member, NTCIC (the LLC thus became a disregarded entity for federal income tax purposes). NTHP also contributed its 99% member interest in NTIS LLC to NTCIC.	Explanation