2011-09-27T12:51:13-07:00 2010-12-31 990 2010-01-01 530210807 NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE U S NATI 2025886000 1785 Massachusetts Avenue NW Washington DC 20036 Sam Kilpatrick 2025886192 2011-08-12 2010 2016-03-07 17:11:31Z Stephanie K Meeks 1785 Massachusetts Avenue NW Washington DC 20036 56557107 0 X www.PreservationNation.org X 1949 DC The National Trust for Historic Preservation provides leadership, education, advocacy and resources to a national network of people, organizations and local communities committed to saving places, connecting us to our history and collectively shaping the future of America's stories. 44 43 586 768 1050695 -369164 10048924 31386266 2122038 7406614 5211498 3705589 1045730 3218536 18428190 45717005 1702330 8060284 0 0 6583102 25573544 67028 320679 5431546 7979386 20575981 16331846 54530488 2096344 -8813483 246310843 260063080 26756009 29792148 219554834 230270932 X The National Trust for Historic Preservation provides leadership, education, advocacy and resources to a national network of people, organizations and local communities committed to saving places, connecting us to our history and collectively shaping the future of America's stories. 0 0 19087051 7151606 2888550 Historic Preservation & Conservation: Preservation Services- Includes 1) 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; 2) financial assistance to organizations to facilitate preservation education programs, conferences and retention of professional consultants; 3) partnerships with state and local provate 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; 4) Technical assistance and information to communities in all parts of the country working to revitalize their historic Main Street neighborhoods; 5) Operation of nine regional and field offices in San Francisco, Denver, Fort Worth, Chicago, Charleston, Boston, Philadelphia, New Orleans and Washington, DC that work closely with organizations and governments at all levels to save historic places. 15544019 836438 12920757 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 625,000 visitors annually. Interpret and communicate the history, stories, people, architecture and landscape of each site to visitors. Provide educational programs and stage special events to celebrate the history and architecture of each site. Serve the communities surrounding each historic site by providing a special gathering place for community residents. Maintain the sites as good models of historic preservation and stewardship. 4944301 72240 3097296 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 information about the legal and policy aspects of historic preservation. Develops and provides 77 tours to important historic destinations in the US and internationally. 2217602 0 0 Historic Preservation & Conservation: Membership Outreach - Educate the general public on the importance of and techniques for preserving the nation's architectural and cultural heritage. 2659071 0 1198402 Historic Preservation & Conservation: Publications - Publications include "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 enewsletters and online stories that foster knowledge and facilitate participation in public and private historic preservation projects. 4876673 0 1198402 44452044 1 1 0 1 0 1 1 1 0 1 1 1 0 0 1 1 0 1 0 0 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 1 285 0 1 586 1 1 1 0 0 0 0 1 1 0 0 0 0 X 44 43 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 1 1 AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VT WA WI WV WY X X Sam Kilpatrick National Trust for Historic Preservation 2025886192 1785 Massachusetts Avenue NW Washington DC 20036 Aida M Alvarez 2 X 0 0 0 Victor Ashe 2 X 0 0 0 Carol N Bonnie 2 X 0 0 0 Leslie Greene Bowman 2 X 0 0 0 Carolyn Schwenker Brody 3 X 0 0 0 Linda Bruckheimer 2 X 0 0 0 Spencer R Crew 2 X 0 0 0 Kevin D Daniels 2 X 0 0 0 Jack Davis 2 X 0 0 0 Jennifer L Emerson 2 X 0 0 0 Kumiki Gibson 2 X 0 0 0 Paul J Goldberger 2 X 0 0 0 Joe Grills 2 X 0 0 0 Irvin M Henderson 2 X 0 0 0 Jorge L Henderson 2 X 0 0 0 Marilynn Wood Hill 2 X 0 0 0 J Clifford Hudson 3 X 0 0 0 Irene Hirano Inouye 2 X 0 0 0 Elizabeth R Jeffe 2 X 0 0 0 Daniel P Jordan 2 X 0 0 0 Diane Keaton 2 X 0 0 0 Elizabeth T Kennan 2 X 0 0 0 Nancy Killefer 2 X 0 0 0 Marcia V Mayo 2 X 0 0 0 Molly S McUsic 2 X 0 0 0 Vincent L Michael 2 X 0 0 0 Francis Joseph Moravec 2 X 0 0 0 Martin L J Newman 2 X 0 0 0 Judith A O'Bannon 2 X 0 0 0 Gay Ratliff 2 X 0 0 0 Marita Rivero 2 X 0 0 0 Jeffrey H Schutz 3 X 0 0 0 Barbara Sidway 3.00 X 0 0 0 Mary M Thompson 2 X 0 0 0 Daniel Thorne 2 X 0 0 0 Kenneth R Woodcock 2 X 0 0 0 Mtamanika Youngblood 2 X 0 0 0 Kathryn Schneider Smith 2 X 0 0 0 Anthony C Wood 2 X 0 0 0 Linda F Barnett 2 X 0 0 0 J Marshall Davis 2 X 0 0 0 Edward J Passarelli 2 X 0 0 0 William G Shafroth 2 X 0 0 0 Earl A Powell III 2 X 0 0 0 Richard Moe - Partial Year 40.00 X 235967 0 14958 Stephanie Meeks - Partial Year 40.00 X 181987 0 19565 Paul Edmondson 40.00 X 189637 0 15077 Greg Coble 40.00 X 218348 0 28360 David Brown 40.00 X 263619 0 36062 David Cooper 40.00 X 181121 0 10600 Jim Vaughan 40.00 X 185820 0 23331 Lauri Michel 40.00 X 181229 0 26691 Sam Kilpatrick 40.00 X 143738 0 22113 Miriam Selman 40.00 X 138878 0 18626 Valecia Crisafulli 40.00 X 137686 0 18846 Emily Wadhams 40.00 X 201571 0 8437 2259601 0 242666 26 0 1 0 Con-Cor Inc 426 Seguin Street San Antonio TX 78508 General Contractor 621729 KPMG LLP 2001 M Street N W Washington DC 20036 Audit and tax services 246419 Russell Reynolds Associates Church Street Station P B Box 6427 New York NY 102496427 Executive search services 152904 J C Enterprises 9855 Hidden Estates Cove Vienna VA 22181 Janitorial services 143160 Nyhus Communications 1525 4th Avenue Suite 400 Seattle WA 98101 Public relations consulting 139260 9 51190 1664123 613064 0 990148 28067741 3235965 31386266 Contract Serv/Commission 900099 1681054 1681054 0 0 Admissions/Special Events 900099 4554461 4554461 0 0 Advertising 541800 701349 0 701349 0 Reimbursement of Expenses 900099 382391 382391 0 0 Commissions 900099 87359 65156 22203 0 0 0 0 0 7406614 1214819 0 209493 1005326 0 0 0 0 2282790 0 0 2282790 1397203 0 578527 0 818676 0 818676 0 0 818676 11445849 300000 8735079 520000 2710770 -220000 2490770 0 0 2490770 102528 613064 484621 -382093 0 -382093 0 0 0 0 0 0 832843 521875 310968 193318 117650 0 Insurance loss repayments 900099 188195 0 0 188195 0 0 0 0 188195 45717005 6876380 1050695 6403664 8047484 8047484 0 0 12800 12800 0 0 825940 393383 307689 124868 0 0 0 0 20550488 15152416 2548630 2849442 826528 609420 91645 125463 1725605 1237186 316930 171489 1644983 1212887 182394 249702 0 0 0 0 184227 101170 83057 0 258769 9734 236435 12600 0 0 0 0 320679 320679 1074632 881198 193434 4424560 3899579 119650 405331 0 0 0 0 1839210 1441722 49543 347945 501281 368359 92125 40797 0 0 0 0 2021981 1638381 214704 168896 1734072 1507949 33453 192670 0 0 0 0 0 0 0 0 181607 181607 0 0 0 0 0 0 274157 215849 30129 28179 623734 597139 10445 16150 Printing 2012690 1757036 5814 249840 Real estate 2326675 2295024 0 31651 Property development 1452620 1452620 0 0 Maintenance 963760 866589 38983 58188 Reference materials 304692 271732 22449 10511 397314 300780 69389 27145 54530488 44452044 4646898 5431546 0 0 7167447 3313010 16302035 13922981 3840047 5901252 0 0 0 0 0 0 764203 680123 2538276 5455365 12348105 7941472 2127083 4406633 96062093 79968852 108829265 139312898 1262919 901414 0 0 7417475 6200552 246310843 260063080 5668350 7284281 0 0 1205237 1833069 0 0 0 0 0 0 0 0 4175000 4375000 15707422 16299798 26756009 29792148 X 62286570 66314812 74461385 78299894 82806879 85656226 219554834 230270932 246310843 260063080 X -8813483 19529581 X 0 1 1 X 1 1 X 42683872 47592546 28102259 10048924 31386266 159813867 0 0 0 0 0 0 0 0 0 0 0 0 42683872 47592546 28102259 10048924 31386266 159813867 41449881 118363986 4926991 4478449 5138710 3091314 4894812 22530276 0 0 0 0 0 0 18946 146675 172660 50873 188195 577349 182921492 44043600 0.64708 0.5722 X Part II, Section B, Line 10 - 1 - Sales revenue from historic sites shops - 310,968. Part II, Section B, Line 10 - 2 - Contract Services and commissions - 1,768,413. Part II, Section B, Line 10 - 3 - Admissions and special events - 4,554,461. Part II, Section B, Line 10 - 4 - Advertising - 701,349. Part II, Section B, Line 10 - 5 - Reimbursement of Expenses - 382,391. Part II, Section B, Line 10 - 6 - Other miscellaneous income - (31,805). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 184 308523 308707 49098942 49407649 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 318308 372932 69482 308707 1069429 250000 250000 228884 250000 978884 1468326 36883 12398 0 184 49465 11 1 2850945 0 3626981 0 7666312 156523 1 1 X X X X 107 793.98 90 6 2 23 1 2490 193341 1 0 0 307700 347470 X 1 204891358 3646781 26199028 867993 10212667 1258158 222398349 203307485 883871 5267814 4329731 0 238081 204891358 198807600 4359015 12932523 11462561 295734 1333358 203007485 0.27 0.28 0.45 0 0 0 812965 812965 0 8219470 5102506 3116964 0 0 0 0 0 3315670 2838966 476704 0 0 0 0 4406633 0 0 Other investments 142429587 F Investments in subsidiaries -3116689 C 139312898 0 Gift annuities 1504286 Endowment for Congressional Cemetery 4170430 Endowment held for Val-Kill 91164 Endowment held for Woodlawn 186459 Endowment held for Montpelier 7886073 Endowment held for Belle Grove 225156 Endowment held for Cliveden 572968 Value of Montpelier bond guarantee 159063 Charitable remainder trusts 504199 Current portion of other liabilities 1000000 16299798 45717005 54530488 -8813483 19529580 0 0 0 0 19529580 10716097 65478840 19529580 300391 0 1006496 20836467 44642373 1074632 0 1074632 45717005 54762743 300391 0 0 1006496 1306887 53455856 1074632 0 1074632 54530488 SchD_P02_S00_L03 Schedule D, Part II, Line 3 Two easements were amended during 2010. These amendments were processed in accordance with the National Trust's Easement Amendment Policy. Neither easement was donated pursuant to Section 170(h) of the IRC. The first easement amendment corrected scrivener's errors, clarified certain ambiguities in the document in order to reflect the mutual understanding of the donor and National Trust at the time the Easement was executed, and made minor modifications to address insurance requirements and to reflect the actual market value of the easement at the time of the donation based on an appraisal. The amendment did not increase or decrease the amount property subject to the easement, and the restrictions protecting the property were not weakened. The second easement amendment increased the amount of property subject to the easement. SchD_P02_S00_L05 Schedule D, Part II, Line 5 The National Trust's Board-established policy sets out general standards for acquisition, inspection, and enforcement; it authorizes the President to issue procedural guidance. These policies are reflected in easement deeds, authorizing inspection and full enforcement powers. The National Trust physically inspects its easements on a regular basis, applies the Secretary of the Interior's Standards for the Treatment of Historic Properties for review of condition or requests for changes, and enforces 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 Statement of Funcational Expenses. Easements are not included on the National Trust's balance sheet. 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 programs. 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 On January 1, 2010, the National Trust adopted the provisions of FASB Interpretation No 48, Accounting for Uncertainty in Income Taxes (FIN 48). FIN 48 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 FIN 48 had no impact on the National Trust's statement of financial position or statement of activities. The National 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 (521,875) and special event expenses (484,621) SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Cost of goods sold (521,875) and special event expenses (484,621) 1 Europe (including Iceland and Greenland) 0 0 Grantmaking 12800 Central America and the Caribbean 0 0 Investments 29401810 0 0 29414610 Europe (including Iceland and Greenland) Preservation services 12800 Wire transfer 0 1 1 1 0 1 1 1 0 SchF_P01_S00_L02 Schedule F, Part I, Line 2 The International Organization of National Trusts (INTO) is an association of National Trusts from throughout the world. As one of the oldest and largest National Trusts, NTHP plays a leadership role in the oversight and management of INTO. David J. Brown, Executive 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. X X X X X X X 1 Marilyn Kochan 3713 Ingomar Street NW Washington DC 20015 Gifts of Heritage (Property) Program 0 307700 46000 261700 Donor Services Group 6715 W Sunset Boulevard Los Angeles CA 900287107 Telemarketing 0 407212 274679 132533 714912 320679 394233 AK AR AZ CA CO CT DC FL GA HI ID IL IN KS KY LA MA MD ME MI MN MO MT NC ND NE NH NJ NM NV OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV WY Modern View Event - GH 412450 393450 19000 0 0 0 0 0 296866 Opening Event - VF 128665 99065 29600 0 0 0 0 0 29600 7 174477 120549 53928 0 0 0 0 0 158155 715592 613064 102528 0 0 0 0 0 484621 484621 -382093 1 American Association For State & Local History 1717 Church St Nashville TN 372032991 390962197 7000 0 Preservation Grant Oatlands Inc 20850 Oatlands Plantation Lane Leesburg VA 20175 541118635 456638 0 Preservation Grant Montpelier Foundation PO BOX 67 MONTPELIER STATION VA 22957 311620682 447400 0 Preservation Grant ASSOC FOR THE PRESERVATION OF HIST CONGRESSIONAL CEMETERY 1801 E ST SE Washington DC 20003 521071828 143489 0 Preservation Grant AEON 222 S 3RD ST Suite 300 MINNEAPOLIS MN 55415 411558711 100000 0 Preservation Grant AMERICAN INDIAN COMMUNITY HOUSING ORGANIZATION (AICHO) 332 W SUPERIOR ST DULUTH MN 55802 411716667 100000 0 Preservation Grant LINC HOUSING CORPORATION 110 PINE AVE LONG BEACH CA 90802 330578620 100000 0 Preservation Grant Save Ellis Island PO BOX 571 Gladstone NJ 07934 223659296 100000 0 Preservation Grant 700 N MARKET LLC 1515 E LEWIS ST WICHITA KS 67211 123456789 75000 0 Preservation Grant CITY OF KENT ARTS COMMISSION 220 4TH AVE SO KENT WA 98032 123456789 70000 0 Preservation Grant Grand Teton National Park 1 Warehouse Road Moose WY 83012 830322668 63460 0 Preservation Grant PUI TAK CENTER 2216 S WENTWORTH AVE CHICAGO IL 60616 363972943 55000 0 Preservation Grant OHIO HISTORICAL SOCIETY 1982 VELMA AVENUE COLUMBUS OH 43211 314389673 50000 0 Preservation Grant PRENTISS NORMAN & INDUSTRIAL INSTITUTE 6937 HIGHWAY 42 PRINTISS MS 39474 640331616 40000 0 Preservation Grant UNITY TEMPLE RESTORATION FOUNDATION 875 LAKE ST OAK PARK IL 60301 237346437 40000 0 Preservation Grant ELIOT CONGREGATIONAL CHURCH OF ROXBURY 56 DALE ST ROXBURY MA 02119 123456789 37500 0 Preservation Grant PRESERVATION ALLIANCE OF NEW ORLEANS dba THE PRESERVATION RESOURC CENTER OF NEW ORLEANS 923 Tchoupitoulas Street NEW ORLEANS LA 70130 720760857 35265 0 Preservation Grant DAVIS COUNTY COURTHOUSE PRESERVATION FUND 73 MALLARD COURT MONTROSS VA 22520 123456789 35000 0 Preservation Grant BOARD OF EDUCATION-CITY OF CHICAGO 125 S CLARK 14th FLOOR CHICAGO IL 60603 123456789 34000 0 Preservation Grant USDA FOREST SERVICE CHEQUAMEGON NICOLET NATIONAL FOREST 500 HANSON LAKE ROAD RHINELANDER WI 54501 123456789 30000 0 Preservation Grant GREAT LAKES NAVAL MUSEUM ASSOCIATION PO BOX 886307 GREAT LAKES IL 60088 363797562 27500 0 Preservation Grant ELLIS ACRES MEMORIAL PARK INC 245 CAMDEN ST PO BOX 363 DILLWYN VA 23936 010891952 25000 0 Preservation Grant COLUMBIA 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411427970 40957 0 Preservation Grant CANETUCK COMMUNITY CENTER 34665 NC HWY 210 PO BOX 274 CURRIE NC 28435 561872404 40000 0 Preservation Grant CENTER FOR COMMUNITY ARTS INC 712 LAFAYETT STREET CAPE MAY NJ 08204 223350637 40000 0 Preservation Grant DAYTON INDEPENDENT SCHOOL DISTRICT PO BOX 457 DAYTON TX 77535 746000659 40000 0 Preservation Grant MORVEN ROSENWALD ALUMNI ASSOC ATTN DR GERALD GOLDEN PO BOX 392 MORVEN GA 31638 203639705 40000 0 Preservation Grant SENIOR SOLUTIONS 3420 CLEMENT BLVD Suite 17 ANDERSON SC 29621 570634502 40000 0 Preservation Grant TAKING EDUCATION SERIOUSLY 100 W POLLACK ST MOUN T OLIVE NC 28365 261598518 40000 0 Preservation Grant TENNESSEE PRESERVATION TRUST PO BOX 24373 NASHVILLE TN 372024373 581567010 40000 0 Preservation Grant PRESERVATION PENNSYLVANIA 257 N STREET HARRISBURG PA 17101 232219097 39975 0 Preservation Grant PRESERVATION KENTUCKY INC PO BOX 262 HODGENVILLE KY 42748 311665931 39950 0 Preservation Grant HISTORIC DENVER 1628 16th STREET Suite 200 DENVER CO 80202 840605731 38764 0 Preservation Grant BALTIMORE HERITAGE INC 11 1 and a half WEST CHASE STREET BALTIMORE MD 21201 520803045 38250 0 Preservation Grant CITY OF RICHMOND 450 CIVIC CENTER PLAZA RICHMOND CA 94804 946000403 37500 0 Preservation Grant OAKLAND REDEVELOPMENT AGENCY 150 FRANK H OGAWA PLAZA SUITE 6363 OAKLAND CA 94612 521326213 37500 0 Preservation Grant PRESERVATION VIRGINIA 204 W FRANKLIN STREET RICHMOND VA 232205012 540568800 36000 0 Preservation Grant NEW HAMPSHIRE PRESERV ALLIANCE 7 EAGLE SQUARE CONCORD NH 03301 222603277 35406 0 Preservation Grant COLUMBUS LANDMARKS FDN 61 JEFFERSON AVE COLUMBUS OH 43215 310914612 35099 0 Preservation Grant HISTORIC HAWAII FOUNDATION 680 IWILEI ROAD SUITE 690 HONOLULU HI 96817 237441972 34200 0 Preservation Grant SOUTH SIDE COMMUNITY ART CENTER 3831 S MICHIGAN AVE CHICAGO IL 60653 237359897 33400 0 Preservation Grant MADISON TRUST FOR HISTORIC PRESERVATION 29 E WILSON STREET MADISON WI 53701 237356105 30589 0 Preservation Grant CITY OF WHITING 1443 119TH ST WHITING IN 46394 356001238 30000 0 Preservation Grant PRESERVATION BUFFALO NIAGARA MARKET ARCADE M108 617 MAIN ST BUFFALO NY 14203 222986810 29750 0 Preservation Grant SAN ANTONIO CONSERVATION SOCIETY 107 KING WILLIAM ST SAN ANTONIO TX 782041312 746015382 29750 0 Preservation Grant FND FOR HISTORICAL LOUISIANA 502 NORTN BOULEVARAD BATON ROUGE LA 70802 720642810 29283 0 Preservation Grant PRESERVATION DURHAM PO BOX 25411 DURHAM NC 27702 237361218 28559 0 Preservation Grant PRESERVATION MARYLAND ATTN ACCOUTING DEPT 24 WEST SARATOGA STREET BALTIMORE MD 21201 520609575 28333 0 Preservation Grant SAN FRANCISCO ARCHITECTURAL HERITAGE 2007 FRANKLIN STREET SAN FRANCISCO CA 94109 237135037 28333 0 Preservation Grant FRANK LLOYD WRIGHT PRES TRUST ATTN MARK WARNER VP DEVELPMENT 931 CHICAGO AVENUE OAK PARK IL 60302 237414937 27500 0 Preservation Grant PRESERVE RHODE ISLAND VALERIE TALMAGE 957 N MAIN STREET PROVIDENCE RI 02904 056012417 27450 0 Preservation Grant PRESERVATION IOWA PO BOX 814 MOUNT PLEASANT IA 52641 421371779 27000 0 Preservation Grant PRESERVATION ALLIANCE OF WEST VIRGINIA PO BOX 3371 CHARLESTON WV 253333371 311028713 26775 0 Preservation Grant HISTORIC AUGUSTA INC PO BOX 37 AUGUSTA GA 309030037 586072126 26000 0 Preservation Grant MARC WORKSHOP INC PO BOX 3749 MARTINSVILLE VA 24115 540848363 25000 0 Preservation Grant RICHLAND COUNTY RECREATION FOUNDATION 5819 SHAKESPEARE ROAD COLUMBIA SC 29223 300217851 25000 0 Preservation Grant SAFEHOUSE SEXUAL ASSAULT SERVICES INC 1813 CAREY AVE CHEYENNE WY 82001 830248530 25000 0 Preservation Grant SHILOH COMMUNITY RESTORATION FOUNDATION INC PO BOX 311 NOTASULGA AL 36866 205307349 25000 0 Preservation Grant TARGET RANGE SCHOOL DISTRICT 4095 S AVE W MISSOULA MT 59804 816000674 25000 0 Preservation Grant WALNUT COVE COLORED SCHOOL INC PO BOX 646 WALNUT COVE NC 27052 582114912 25000 0 Preservation Grant NORTHERN KENTUCKY AFRICAN AMERICAN HERITAGE TASK FORCE 1237 PADDOCK HILLS AVENUE CINCINNATI OH 45229 611260566 24911 0 Preservation Grant LOUISIANA TRUST FOR HISTORIC PRESERVATION PO BOX 1587 BATON ROUGE LA 70821 720866133 24523 0 Preservation Grant GOOCHLAND COUNTY HISTORICAL SOCIETY PO BOX 602 GOOCHLAND VA 23063 546074541 24500 0 Preservation Grant ALABAMA TRUST FOR HISTORIC PRESERVATION UWA STATION 45 LIVINGSTSON AL 35470 630947714 23757 0 Preservation Grant MAINE PRESERVATION GREATER PORTLAND LANDMARKS 500 CONGRESS STREET 2nd FL PORTLAND ME 04101 010319524 22250 0 Preservation Grant SOUTH CENTRAL ALABAMA DEVELOPMENT COMMISSION 5900 CARMICHAEL PL MONTGOMERY AL 36117 630620430 20000 0 Preservation Grant SPRINGFIELD ART ASSOCIATION 700 N 4TH ST SPRINGFIELD IL 62702 376005963 20000 0 Preservation Grant HERITAGE ALLIANCE OF NORTHEAST TENNESSEE and SOUTHWEST VIRGINIA JONESBOROUGH TN 37659 621502600 17734 0 Preservation Grant CITY ARTS DC ATTN ERIN BRYAN 1857 LAMONT ST NW WASHINGTON DC 20010 522039623 15000 0 Preservation Grant SHAW MAIN STREET INC ATTN ALEX PADRO 1426 9TH ST NW WASHINGTON DC 20001 161665834 15000 0 Preservation Grant KENNARD ALUMNI ASSOCIATION INC PO BOX 213 CENTREVILLE MD 21617 300137016 14000 0 Preservation Grant MARYLAND ASSOCIATION OF HISTORIC DISTRICT COMMISSION PO BOX 783 FREDERICK MD 21705 521259608 14000 0 Preservation Grant MID-SHORE COMMUNITY FOUNDATION 102 E DOVER ST EASTON MD 21601 521782373 13500 0 Preservation Grant GREATER PORTLAND LANDMARKS INC 93 HIGH STREET PORTLAND ME 04101 010276272 12590 0 Preservation Grant HISTORICAL SOCIETY OF PERRY COUNTY 105 S COLUMBUS ST SOMERSET OH 43783 311307623 12500 0 Preservation Grant HISTORIC BOSTON INC BOSTON PRESERVATION ALLIANCE 3 SCHOOL STREET BOSTON MA 02108 046111819 12476 0 Preservation Grant ALBION COMMUNITY FOUNDATION PO BOX 156 ALBION MI 49224 237019029 12000 0 Preservation Grant ST CROIX FESTIVAL THEATRE PO BOX 801 ST CROIX FALLS WI 54024 391663518 11850 0 Preservation Grant OZAUKEE WASHINGTON LAND PO BOX 917 WEST BEND WI 53095 391741288 11385 0 Preservation Grant CLEMSON UNIVERSITY SPONSORED PROG ACCT ADMIN PO BOX 345355 CLEMSON SC 296345355 576000254 11345 0 Preservation Grant FORT WINNEBAGO SURGEON'S W 8687 STATE RD 33 PORTAGE WI 53901 390871258 11000 0 Preservation Grant Preservation Action 401 F ST NW Washington DC 20001 522076790 11000 0 Preservation Grant NEW YORK CITY HISTORIC PROPERTIES FUND 1 WHITEHALL STREET 21 FLOOR NEW YORK NY 10004 237181785 10500 0 Preservation Grant THE LAND TRUST FOR LITTLE TENNESSEE PO BOX 1148 FRANKLIN NC 28744 562142199 10500 0 Preservation Grant CENTER FOR DESERT ARCHAEOLOGY 300 N ASH ALLEY TUCSON AZ 85701 860640183 10370 0 Preservation Grant CITY OF DE PERE 335 S BROADWAY DE PERE WI 54115 396005431 10000 0 Preservation Grant CITY OF MONTABELLO 1600 W BEVERLY BLVD MONTEBELLO CA 90640 956000746 10000 0 Preservation Grant CITY OF SEATTLE 700 5TH AVE 3800 PO BOX 34996 SEATTLE WA 98104 916001275 10000 0 Preservation Grant CITY OF TEMPLE CITY 9701 LAS TUNAS DR TEMPLE CITY CA 91780 952098523 10000 0 Preservation Grant CURTAIN WITHOUT BORDERS 429 S WILLARD ST BURLINGTON VT 05401 203272981 10000 0 Cash Preservation Grant FREE SYNAGOGUE OF FLUSHING 41 60 KISSENA BLVD FLUSHING NY 11355 111797174 10000 0 Preservation Grant FRIENDS OF HISTORIC SECOND CHURCH 1936 S MICHIGAN AVE CHICAGO IL 60616 412199784 10000 0 Preservation Grant FRIENDS OF TEACKLE MANSION INC PO BOX 152 PRINCESS ANNE MD 21853 521956588 10000 0 Preservation Grant GWINNETT ENVIRONMENTAL & HERITAGE CENTER FOUNDATION PO BOX 2164 BURFORD GA 30315 261091320 10000 0 Preservation Grant HUNTINGTON COUNTY COMMISSIONER 201 N JEFFERSON ST HUNTINGTON IN 46750 356000157 10000 0 Preservation Grant LOUIS ARMSTRONG HOUSE MUSEUM 34 and 56 107TH ST CORONA NY 11368 264178283 10000 0 Preservation Grant MISSISSIPPI MAIN STREET ASSOCIATION 308 EAST PEARL STREET 101 JACKSON MS 392013420 640758649 10000 0 Preservation Grant OHIO VALLEY ENVIRONMENTAL COALITION PO BOX 6753 HUNTINGTON WV 25773 311311861 10000 0 Preservation Grant POSTON COMMUNITY ALLIANCE 956 HAWTHORNE DR LAFAYETTE CA 94549 113780356 10000 0 Preservation Grant SALMAGUNDI CLUB 47 5TH AVE NEWA YORK NY 10003 135365520 10000 0 Preservation Grant SAN FRANCISCO ART INSTITUTE 800 CHESTNUT ST SAN FRANCISCO CA 94133 941196211 10000 0 Preservation Grant SOUTHWEST ASSOCIATION OF BUFFALO SOLDIERS INC PO BOX 715 SIERRA VISTA AZ 85636 860761096 10000 0 Preservation Grant THE GOLDFIELD HISTORICAL SOCIETY PO BOX 393 GOLDFIELD NV 890130393 880192171 10000 0 Preservation Grant TORRANCE HISTORIC SOCIETY & MUSEUM 1345 POST AVE TORRANCE CA 90501 953340796 10000 0 Preservation Grant TWO BRIDGES NEIGHBORHOOD COUNCIL 275 CHERRY ST NEW YORK NY 10002 136222626 10000 0 Preservation Grant WORLD MONUMENTS FUND 95 MADISON AVE NEW YORK NY 10016 132571900 10000 0 Preservation Grant SHILOH BAPTIST CHURCH 2040 CHRISTIAN STREET PHILADELPHIA PA 19146 231381020 9800 0 Preservation Grant LEW WALLACE STUDY PRESERVATION SOCIETY PO BOX 662 CRAWFORDSFILLE IN 47933 352015109 9500 0 Preservation Grant FIRST PRESBYTERIAN CHURCH 32 N IRVING STREET SAN ANGELO TX 76903 741367035 9313 0 Preservation Grant CEDAR RAPIDS MUSEUM OF ART ATTN TERENCE PITTS EXEC DIR 410 3RD AVE SE CEDAR RAPIDS IA 52401 420680248 9000 0 Preservation Grant TETON RAPTOR CENTER PO BOX 1805 WILSON WY 83014 830328068 8919 0 Preservation Grant WOMAN'S CLUB OF HOLLYWOOD 1749 N LA BREA AVE LOS ANGELES CA 90046 951385688 8249 0 Preservation Grant UNIVERSITY OF WASHINGTON GRANT and CONTRACT ACCOUNTING 12455 COLLECTIONS DRIVE CHICAGO IL 60693 916001537 8031 0 Preservation Grant SOUTH PASADENA MIDDLE SCHOOL 1600 OAK ST SOUTH PASADENA CA 91030 956207442 8000 0 Preservation Grant CARTHAY SQUARE NEIGHBORHOOD ASSOC INC PO BOX 351799 LOS ANGELES CA 90035 830402295 7850 0 Preservation Grant HISTORIC KANSAS CITY FOUNDATION 234 W 10th STREET KANSAS CITY MO 64105 237368504 7100 0 Preservation Grant KATHERINE L KOECHELER 1801 16TH ST NW Suite 209 WASHINGTON DC 20009 341747215 7000 0 Preservation Grant MATTHEW RADER 126 ARCH ST Suite 5 PHILADELPHIA PA 19106 206668943 7000 0 Preservation Grant RACHEL HAMILTON 1137 MASSACHUSETTS AVE Suite 45 CAMBRIDGE MA 02138 460755448 7000 0 Preservation Grant THE CULTURAL LANDSCAPE FOUNDATION 190 Q STREET NW 2nd FL WASHINGTON DC 20009 522092229 7000 0 Preservation Grant PICO UNION HOUSING CORPORATION 1038 VENICE BLVD LOS ANGELES CA 90015 237113307 6500 0 Preservation Grant PRESERVATION MASSACHUSETTS OLD CITY HALL 45 SCHOOL STREET BOSTON MA 02108 222627697 6375 0 Preservation Grant CITY OF TUCSON PO BOX 27210 TUSCON AZ 85726 866000266 6000 0 Preservation Grant ECHO HILL OUTDOOR SCHOOL 13655 BLOOMINGNECK RD WORTON MD 21678 237301918 5913 0 Preservation Grant CINCINNATI PRESERVATION ASSOC 342 W 4TH ST CINCINNATI OH 45202 316040183 5666 0 Preservation Grant JOHN JACOBSON 2102 GLYNN SPRINGS DR WILLIAMSBURG VA 23188 213964086 5600 0 Preservation Grant BENJAMIN FRANKLIN INSTITUTE OF 41 BERKELEY ST BOSTON MA 02116 222995201 5200 0 Preservation Grant HISTORIC SOCIETY OF SOUTHERN CALIFORNIA 5425 RED OAK DR LOS ANGELES CA 90068 966006121 5140 0 Preservation Grant 211 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 Grant recipients are required to submit a final report at the end of the project, within a year of the date of the disbursement. Grantees must submit a budget and then state how the funds were used at the end of the project. If a funding match is required, proof of these receipts is required. X X X 0 1 X X X X 0 0 0 0 0 0 0 0 1 1 Richard Moe - Partial Year 159492 0 0 0 31616 0 44342 0 2989 0 238439 0 405149 0 Stephanie Meeks - Partial Year 181987 0 0 0 0 0 9415 0 10150 0 201552 0 0 0 Paul Edmondson 189637 0 0 0 0 0 9677 0 5400 0 204714 0 0 Greg Coble 218348 0 0 0 0 0 11373 0 16987 0 246708 0 0 David Brown 263619 0 0 0 0 0 13820 0 22242 0 299681 0 0 David Cooper 182121 0 0 0 0 0 9160 0 1440 0 192721 0 0 Jim Vaughan 185820 0 0 0 0 0 9592 0 13738 0 209150 0 0 Emily Wadhams 169673 0 0 0 31898 0 8437 0 0 0 210008 0 0 Lauri Michel 163472 0 0 0 17757 0 8599 0 18092 0 207920 0 0 Sam Kilpatrick 143738 0 0 0 0 0 7512 0 14600 0 165850 0 0 0 Miriam Selman 138878 0 0 0 0 0 7221 0 11405 0 157504 0 0 Valecia Crisafulli 137686 0 0 0 0 0 7028 0 11818 0 156532 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Tax indemnification and gross up payments: Two former vice presidents (Michel and Wadhams) were provided gross up payments to cover additional tax liability for reimbursement of personal travel and housing expenses; treated as taxable compensation. Travel for Companions: Occasional travel for the President's spouse was authorized for bona fide business purposes. SchJ_P01_S00_L01b Schedule J, Part I, Line 1b The National Trust followed a written policy regarding documentation of expenses before payment or reimbursement, but did not have a specific policy regarding gross up payments, or personal housing reimbursement. Decisions regarding gross up payments and personal housing reimbursements for two former vice presidents were authorized by the President following consultation with the Board's Chairman and Executive Committee. 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 compensation, set in letter agreement upon hire of new President, effective June 13, 2010. Carolyn Schwenker Brody Trustee 3000000 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. 0 X 2 307700 RE list and sale value X 56 644865 Net proceeds, stock gifts X 1 2283400 Assessed value X 1 0 Appraisal 0 0 1 1 SchM_P01_S00_L32b Schedule M, Part I, Line 32b 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. 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 = 901,413 and Investments in subsidiaries = (3,116,689) for a total of (2,215,276) 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 151,487 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_L11a Form 990, Part VI, Section B, Line 11a 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 of KPMG. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c The Organization's conflict of interest policy is sent out 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 obligaion of Part VI, Line 2. Trustees are regularly 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 regularly engages 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 other Officers and Key Employees is reviewed by the Compensation Subcommittee, but is set by the President. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The Organization makes digital copies of its Statutory Charter, Bylaws, Conflict of Interest Policy, Whistleblower Poolicy, Audit Committee Charter, Form 990, Form 990-T, and current Audited Financial Statements 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 gains on investments NT CDFI Inc 1785 Massachusetts Avenue NW Washington DC 20036 412138426 Community Dev. DE 501 (c) (3) 11 Type 1 NTHP 1 National Trust Insurance Services 24 Commerce Street Baltimore MD 21202 200590526 Insurance Agency MD NTHP Unrelated 174032 160725 0 173817 1 0.99 National Trust Community Investment Corporation 1785 Massachusetts Avenue NW Washington DC 20036 522267085 Community Investments DE NTHP C 7100515 7479422 1 Heritage Travel Inc 1785 Massachusetts Avenue NW Washington DC 20036 261983358 Heritage Travel DC NTHP C 648196 559221 1 1 1 0 1 0 0 0 0 1 0 1 1 0 1 0 1 1 1 Heritage Travel Inc a-i 489552 Market value National Trust Community Investment Corporation a-iii 426556 Market Value Heritage Travel Inc a-iii 35258 Market value National Trust Community Investment Corporation a-iv 174641 Market value Heritage Travel Inc a-iv 173232 market value National Trust Community Investment Corporation d 223776 Book value NT CDFI Inc d 532109 Market value Heritage Travel Inc d 7595094 Market value National Trust Community Investment Corporation k 95519 Book value Heritage Travel Inc k 99981 Book Value National Trust Community Investment Corporation n 64256 Book value Heritage Travel Inc n 83765 Book value National Trust Community Investment Corporation p 335919 Book value NT CDFI Inc p 517750 Book value Heritage Travel Inc n 241752 Book Value NT CDFI Inc q 751695 Book value Heritage Travel Inc q 2460524 Book value National Trust Community Investment Corporation r 1681280 Book value National Trust Insurance Services r 205332 Book value NT CDFI Inc r 250103 Book value Heritage Travel Inc l 60000 Book value