National Trust For Historic Preservation In The United States in Washington, District of Columbia (DC)

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National Trust For Historic Preservation In The United States
Employer Identification Number (EIN)530210807
Name of OrganizationNational Trust For Historic Preservation In The United States
In Care of NameMr Sam Kilpatrick
Address2600 Virginia Ave Nw Ste 1000, Washington, DC 20037-1922
ActivitiesHistorical site, records or reenactment
SubsectionEducational Organization
Ruling Date05/1950
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$50,000,000 to greater
Income$50,000,000 to greater
Filing Requirement990 (all other) or 990EZ return
Asset Amount$330,728,418
Amount of Income$104,737,301
Form 990 Revenue Amount$50,315,872
National Taxonomy of Exempt Entities (NTEE)Arts, Culture and Humanities: Historical Societies, Related Historical Activities


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Amount of income in 2014: $104,737,301
National Trust For Historic Preservation In The United States: 

 $104,737,301
Other organizations performing similar types of work: 

 $218,607

Assets in 2014: $330,728,418
This organization: 

 $330,728,418
Other organizations performing similar types of work: 

 $961,312

Expenses in 2013: $49,548,793
National Trust For Historic Preservation In The United States: 

 $49,548,793
Other organizations performing similar types of work: 

 $159,230

Income to expenses ratio in 2013: 2.1
This organization: 

 2.1
Other organizations performing similar types of work: 

 1.3

Expenses allocated to program services in 2007: 81.4%
This organization: 

 81.4%
Other organizations performing similar types of work: 

 74.7%

Number of employees in 2013: 497
National Trust For Historic Preservation In The United States: 

 497
Other organizations performing similar types of work: 

 4

Employees paid over $100,000 in 2013: 9.1%
This organization: 

 9.1%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 34.2%
This organization: 

 34.2%
Other organizations performing similar types of work: 

 29.9%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?YesYes
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?YesYes
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?YesYes
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?YesYes
Did the organization maintain collections of works of art, historical treasures, or other similar assets?YesYes
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?YesYes
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?YesYes
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?YesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?YesYes
Did the organization obtain separate, independent audited financial statements for the tax year?NoNo
Was the organization included in consolidated, independent audited financial statements for the tax year?YesYes
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?YesYes
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?YesYes
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?YesYes
Did the organization report more than $15,000 total of fundraising event gross income and contributions?YesYes
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoYes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?NoYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNo
Did the organization receive more than $25,000 in non-cash contributions?YesYes
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?YesYes
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?YesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?YesYes
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 10960249
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return0497
Did the organization file all required federal employment tax returns?NoYes
Did the organization have unrelated business gross income of $1,000 or more during the year?YesYesYes
Has it filed a Form 990-T for this year?YesYes
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?YesYes
Did the organization notify the donor of the value of the goods or services provided?YesYes
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$0$2,206,851
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$0$250,354
Total number of individuals who received more than $100,000 of reportable compensation from the organization036
Total number of independent contractors who received more than $100,000 of compensation from the organization09
Statement of Revenue
201120122013
Total revenue$58,821,158$17,132,030$81,173,575
Contributions, Gifts, Grants and Other Similar Amounts$32,697,211$10,206,904$27,738,980
Program Service Revenue$7,670,885$3,178,540$6,419,667
900099$1,085,192$1,512,546
900099$1,597,805$3,852,254
541800$337,641$744,433
900099$157,902$310,434
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$4,555,143$169,687$2,284,869
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$2,166,175$613,947$1,640,498
Net rental income$746,459$445,562$1,061,961
Gross rents (Real / Personal)$1,258,544 / $0$671,202 / $0$1,501,022 / $0
Less: rental expenses (Real / Personal)$512,085 / $0$225,640 / $0$439,061 / $0
Rental income or (loss) (Real / Personal)$746,459 / $0$445,562 / $0$1,061,961 / $0
Net gain/loss from sales of assets other than inventory$5,411,929$2,321,026$41,521,509
Gross amount from sales of assets other than inventory (Securities / Other)$21,444,627 / $0$7,831,452 / $0$11,148,907 / $36,501,000
Less: cost or other basis and sales expenses (Securities / Other)$16,032,698 / $0$5,510,426 / $0$4,007,711 / $2,120,687
Gain or (loss) (Securities / Other)$5,411,929 / $0$2,321,026 / $0$7,141,196 / $34,380,313
Net income/loss from fundraising events$-61,614$22,988$15,790
Gross income from fundraising events$65,151$29,488$210,926
Less: direct expenses$126,765$6,500$195,136
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$443,782$139,451$292,375
Gross sales of inventory, less returns and allowances$999,149$324,422$754,004
Less: cost of goods sold$555,367$184,971$461,629
Miscellaneous Revenue$5,191,188$33,925$197,926
900099$33,925$159,906
900099$0$37,476
900099$0$544
All other revenue$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$52,929,959$27,507,033$49,548,793
Grants and other assistance to domestic organizations and domestic governments$3,903,448$4,559,233
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$10,000$12,082
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$1,060,058$444,397$877,507
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$20,553,885$9,300,117$18,769,783
Pension plan accruals and contributions$420,000$625,000
Other employee benefits$863,675$1,546,174
Payroll taxes$1,701,017$706,101$1,444,275
Fees for services (non-employees)
Management$0$0
Legal$110,805$187,531
Accounting$254,412$101,672
Lobbying$0$0
Professional fundraising services$227,048$145,878$129,447
Investment management fees$470,918$1,060,438
Other$2,759,377$5,714,755
Advertising and promotion$0$0
Office expenses$965,033$1,984,504
Information technology$199,490$958,291
Royalties$0$0
Occupancy$936,946$2,063,346
Travel$655,630$1,381,842
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$0$0
Interest$102,655$247,618
Payments to affiliates$0$0
Depreciation, depletion, and amortization$145,057$254,681
Insurance$354,847$689,663
Other expenses$1,574,483$2,000,264
Other expenses$1,146,566$2,692,103
Other expenses$1,137,675$1,176,968
Other expenses$590,927$679,703
Other expenses$0$391,913
Balance Sheet
201120122013
Total assets$252,157,489$252,611,089$298,677,434
Cash - non-interest-bearing$0$0
Savings and temporary cash investments$2,104,546$2,441,500
Pledges and grants receivable, net$15,592,270$15,148,778
Accounts receivable, net$1,562,163$1,035,056
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$741,178$662,062
Prepaid expenses and deferred charges$518,906$574,577
Land, buildings, and equipment: cost or other basis$4,907,255$3,882,769
Investments - publicly traded securities$77,038,823$106,300,145
Investments - other securities$147,391,808$165,898,604
Investments - program-related$621,981$581,413
Intangible assets$0$0
Other assets$2,132,159$2,152,530
Total liabilities$28,248,719$31,727,709$30,651,575
Accounts payable and accrued expenses$9,711,822$8,236,073
Grants payable$0$0
Deferred revenue$1,987,323$1,555,647
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$0$0$0
Unsecured notes and loans payable to unrelated third parties$3,500,000$4,861,009$4,996,388
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$15,167,555$15,863,467
Total net assets or fund balances$223,908,770$220,883,380$268,025,859
Unrestricted net assets$62,275,427$102,394,672
Temporarily restricted net assets$72,331,974$78,757,557
Permanently restricted net assets$86,275,979$86,873,630
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013)
2009 - 2013 Total
Public Support$103,324,417
Subtotal Support$112,078,285
Gifts, grants, contributions, and membership fees received$112,078,285
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support$8,753,868
Total Support$136,117,054
Public Support$112,078,285
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$18,426,662
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income. Do not include gain or loss from the sale of capital assets$5,612,107
Gross receipts from related activities, etc.$33,261,789
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$51,878,254$48,385,867$62,282,319$65,715,572$48,472,560$112,153,690$74,798,341$74,791,998
Contributions, gifts, grants, and similar amounts received$29,104,193$32,796,993$43,639,950$41,123,218$26,788,754$71,732,073$39,644,739$45,621,476
Contributions to donor advised funds$0$311,184
Direct public support$26,667,333$28,133,412$39,182,218$37,724,401$24,081,688$68,960,137$35,546,983$42,619,334
Indirect public support$0$0$0$0$0$0$0$0
Government contributions (grants)$2,436,860$4,663,581$4,457,732$3,398,817$2,707,066$2,771,936$4,097,756$2,690,958
Program service revenue including government fees and contracts$9,520,336$10,467,688$10,623,949$11,203,621$10,114,669$9,763,794$10,314,098$11,827,408
Membership dues and assessments$4,332,160$4,128,330$4,167,114$3,490,702$3,054,163$2,993,012$3,039,133$1,971,070
Interest on savings and temporary cash investments$827,911$439,832$385,588$339,534$307,067$408,592$569,250$432,885
Dividends and interest from securities$2,658,456$1,027,167$1,184,454$939,457$1,140,686$1,183,193$3,200,155$2,740,017
Net rental income or (loss)$832,685$756,076$559,796$402,848$490,822$519,651$661,616$709,187
Gross rents$1,095,759$1,122,875$872,634$723,379$821,435$865,134$1,106,600$1,222,575
Less: rental expenses$263,074$366,799$312,838$320,531$330,613$345,483$444,984$513,388
Other investment income$148,475$192,541$138,783$146,120$0$43,541$50,986$82,972
Gain or (loss) from sales of assets other than inventory$3,203,970$-2,482,637$355,133$6,204,593$5,303,898$24,006,738$15,973,820$10,726,363
Gross amount from sales of assets other than inventory$101,376,425$67,434,584$66,867,502$123,519,565$53,365,722$116,498,048$112,825,964$15,923,672
Less: cost or other basis and sales expenses$98,172,455$69,917,221$66,512,369$117,314,972$48,061,824$92,491,310$96,852,144$5,197,309
Net income or (loss) from special events and activities$54,175$22,471$-40,172$169,179$-289$25,594$-145,594$-21,477
Gross revenue$222,623$230,189$204,649$322,327$71,727$129,073$278,521$136,194
Less: direct expenses other than fundraising expenses$168,448$207,718$244,821$153,148$72,016$103,479$424,115$157,671
Gross profit or (loss) from sales of inventory$279,087$336,780$627,466$943,034$320,803$462,387$373,528$555,422
Gross sales of inventory, less returns and allowances$1,135,511$1,059,742$1,323,145$1,538,385$922,530$1,075,823$1,098,310$1,213,514
Less: cost of goods sold$856,424$722,962$695,679$595,351$601,727$613,436$724,782$658,092
Other revenue$916,806$700,626$640,258$753,266$951,987$1,015,115$1,116,610$146,675
Total expenses$43,043,148$45,945,955$48,217,646$57,204,344$51,620,744$53,768,599$63,517,269$59,470,390
Program services$35,479,340$38,267,705$40,088,067$48,594,276$42,860,853$43,013,319$53,472,759$48,434,864
Management and general$2,980,026$3,140,908$3,465,615$3,370,180$3,615,501$3,309,172$3,477,532$3,850,177
Fundraising$4,583,782$4,537,342$4,663,964$5,239,888$5,144,390$5,222,568$6,566,978$6,619,279
Payments to affiliates$0$0$0$0$0$2,223,540$0$566,070
Net assets or fund balances at end of year$128,557,217$126,718,905$158,175,241$173,561,680$187,425,404$240,818,103$273,531,609$220,014,210
Excess or (deficit) for the year$8,835,106$2,439,912$14,064,673$8,511,228$-3,148,184$58,385,091$11,281,072$15,321,608
Net assets or fund balances at beginning of year$131,128,693$128,557,217$126,718,905$158,175,241$173,561,679$187,425,404$240,818,103$273,531,609
Other changes in net assets or fund balances$-11,406,582$-4,278,224$17,391,663$6,875,211$17,011,909$-4,992,392$21,432,434$-68,839,007
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$58,904,320$48,434,864$3,850,177$6,619,279
Grants paid from donor advised funds$4,169,359
Other grants and allocations$270,155
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$2,638,969$1,687,181$399,177$552,611
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$19,485,730$14,528,815$2,179,081$2,777,834
Pension plan contributions not included above$822,260$633,140$90,449$98,671
Employee benefits not included above$1,759,517$1,290,452$236,573$232,492
Payroll taxes$1,538,865$1,033,633$169,535$335,697
Professional fundraising fees$379,207$0$0$379,207
Accounting fees$92,830$0$92,830$0
Legal fees$151,764$140,667$8,189$2,908
Supplies$332,881$287,775$22,842$22,264
Telephone$235,691$211,574$7,656$16,461
Postage and shipping$1,892,464$1,546,855$3,413$342,196
Occupancy$2,069,308$1,625,708$213,775$229,825
Equipment rental and maintenance$1,308,380$1,216,945$37,225$54,210
Printing and publications$3,349,085$2,944,803$7,533$396,749
Travel$2,171,882$1,821,156$68,681$282,045
Conferences, conventions, and meetings$0$0$0$0
Interest$327,593$327,593$0$0
Depreciation, depletion, etc.$523,053$421,835$52,545$48,673
Other expenses not covered above$15,385,327$14,277,218$260,673$847,436
Balance Sheets
20002001200220032004200520062007
Total assets$149,283,013$150,007,677$181,831,551$194,747,474$210,480,925$263,327,965$300,248,697$250,506,511
Cash - non-interest-bearing$0$0$0$0$0$0$0$0
Savings and temporary cash investments$14,123,939$15,277,883$12,022,142$13,444,659$11,706,660$19,532,841$23,177,301$22,188,560
Accounts receivable less allowance for doubtful accounts$3,808,368$4,133,420$3,710,594$3,954,537$3,017,648$3,356,393$3,163,385$3,368,617
Pledges receivable less allowance for doubtful accounts$14,779,536$19,108,033$36,254,935$25,467,702$17,299,404$31,066,822$16,505,754$18,002,705
Grants receivable$973,799$827,450$886,372$1,025,459$436,791$639,911$451,459$680,445
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$14,578$9,172,011$8,466,190$7,722,785$0$0$0$0
Inventories for sale or use$718,317$704,383$571,671$469,775$484,860$464,359$670,363$741,051
Prepaid expenses and deferred charges$792,076$778,229$723,160$838,310$1,329,941$1,346,011$1,449,729$1,321,913
Investments - publicly-traded securities$0$0
Investments - other securities$100,037,788$96,390,186$116,276,173$137,698,424$88,454,333$0$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$350,000$150,000$0$0$0$0$0
Investments - other$0$0$0$0$54,855,568$407,226$2,140,679$11,061,319
Land, buildings, and equipment less accumulated depreciation$3,113,655$3,266,082$2,770,314$2,500,823$4,631,292$12,855,462$20,566,131$6,926,162
Other assets, including program-related investments$10,920,957$0$0$1,625,000$28,264,428$193,658,940$232,123,896$186,215,739
Total liabilities$20,725,796$23,288,772$23,656,310$21,185,795$23,055,521$22,509,862$26,717,088$30,492,301
Accounts payable and accrued expenses$3,703,967$4,723,591$3,973,435$4,227,136$5,655,588$4,979,492$6,372,247$6,878,787
Grants payable$460,988$239,580$386,723$503,412$458,316$573,398$796,747$996,368
Deferred revenue$3,099,374$3,082,226$5,502,670$5,926,365$5,322,961$5,213,520$2,743,725$1,875,046
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0$3,641,000$7,160,591$0
Mortgages and other notes payable$5,500,000$4,750,000$4,250,000$3,641,000$3,641,000$0$0$7,100,591
Other liabilities$7,961,467$10,493,375$9,543,482$6,887,882$7,977,656$8,102,452$9,643,778$13,641,509
Total liabilities and net assets/fund balances$149,283,013$150,007,677$181,831,551$194,747,474$210,480,925$263,327,965$300,248,697$250,506,511
Total net assets or fund balances$128,557,217$126,718,905$158,175,241$173,561,679$187,425,404$240,818,103$273,531,609$220,014,210
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$51,878,254$48,385,867$62,282,319$65,715,572$48,472,560$112,153,690$74,798,341$74,791,998
Total revenue, gains, and other support per audited financial statements$41,800,737$46,201,336$88,994,087$105,174,688$81,835,210$112,059,005$101,702,660$32,802,912
Other expenses$-10,077,517$-2,184,531$26,711,768$39,459,116$33,290,634$-198,164$26,179,537$-42,647,179
Net unrealized gains on investments$-11,406,582$-4,179,418$17,292,857$6,875,211$16,912,179$-4,179,453$21,432,434$-50,836,936
Donated services and use of facilities$472,641$1,271,925$8,723,232$31,988,554$15,776,728$3,367,852$4,322,988$8,032,086
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$856,424$722,962$695,679$595,351$601,727$613,437$424,115$157,671
Other revenue$0$0$0$0$-72,016$-103,479$-724,782$-658,093
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$-72,016$-103,479$-724,782$-658,093
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$43,043,148$45,945,955$48,217,646$57,204,344$51,620,744$53,768,599$63,517,269$59,470,390
Total expenses and losses per audited financial statements$44,372,213$47,940,842$57,636,557$89,788,249$68,071,215$55,629,827$68,989,154$68,318,240
Other revenue$1,329,065$1,994,887$9,418,911$32,583,905$16,378,455$3,981,289$5,047,770$8,690,179
Donated services and use of facilities$472,641$1,271,925$8,723,232$31,988,554$15,776,728$3,367,852$4,322,988$8,032,086
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$856,424$722,962$695,679$595,351$601,727$613,437$724,782$658,093
Other expenses$0$0$0$0$-72,016$2,120,061$-424,115$-157,671
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$-72,016$2,120,061$-424,115$-157,671
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
35$236,340$47,268$0
35$184,073$36,815$0
35$479,865$0$0
35$173,923$34,784$0
28$146,259$29,252$45,259
35$179,874$35,975$0
35$194,896$38,979$2,647
35$152,066$30,413$10,350
35$131,933$26,386$0
35$175,275$35,055$0
35$381,760$74,189$0
35$202,921$40,584$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings44
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?Yes
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 2006415
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$1,824,664$18,348,013$8,997,845
Program service revenue
Program service revenue 1000000$000$0$4,246,269
Program service revenue 2000000$0Income from an activity in which labor is a material income-producing factor and substantially all (at least 85%) of the work is performed with unpaid labor (section 513(a)(1))$3,933,397$0
Program service revenue 3000000$000$0$1,644,962
Program service revenue 4Advertising and related services$1,210,47300$0$0
Program service revenue 5000000$000$0$486,501
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$305,806
Membership dues and assessments000000$000$0$1,971,070
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$432,885$0
Dividends and interest from securitiesInvestment activities of section 501(c)(7), (9), or (17) organizations$402,006Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$2,338,011$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$0Real property rental income that does not depend on the income or profits derived by the person leasing the property and is excluded by section 512(b)(3)$709,187$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$82,972$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$10,726,363$0
Net income or (loss) from special events000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$-21,477$0
Gross profit or (loss) from sales of inventory712100$212,18500$0$343,237
Other revenue000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$146,675$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
522267085100%$3,554,887$3,337,894
743091833100%$809,378$925,069
261983358100%$0$415,941
52040663099%$133,264$139,868
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$318,308
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?Yes
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?Yes
Did the organization maintain any donor advised funds?Yes
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$6
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$5,348,387
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that receives a substantial part of its support from a governmental unit or from the general public
Support Schedule
19992000200120022003200420052006
Total$54,784,164$47,164,607$49,639,699$62,282,319$51,620,744$65,715,572$48,472,560$74,798,341
Gifts, grants, and contributions received$34,287,086$29,104,193$32,796,993$43,639,950$26,627,628$41,123,218$26,788,754$39,644,739
Membership fees received$4,133,843$4,332,160$4,128,330$4,167,114$3,054,163$3,490,702$3,054,163$3,039,133
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$8,854,294$8,975,931$7,764,779$7,523,397$7,304,261$9,026,051$8,741,205$7,047,892
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$7,437,943$4,730,601$4,949,597$6,951,858$14,634,692$12,075,601$9,888,438$25,066,577
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$70,998$21,722$0$0$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$53,163,836
Total lobbying expenditures$318,308
Total lobbying expenditures to influence public opinion (grassroots lobbying)$36,883
Total lobbying expenditures to influence a legislative body (direct lobbying)$281,425
Other exempt purpose expenditures$52,845,528
Lobbying nontaxable amount$1,000,000
Grassroots nontaxable amount$250,000
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Colonial Williamsburg FoundationPO BOX 1776, Williamsburg, VA 23187-1776VA1938-04$462,907,140
2Mount Vernon Ladies Association Of The UnionPO BOX 110, Mount Vernon, VA 22121-0110VA1938-04$193,550,910
3Minnesota Historical Society345 Kellogg Blvd W, Saint Paul, MN 55102-1906MN1944-09$110,737,184
4National Trust For Historic Preservation In The United States2600 Virginia Ave Nw Ste 1000, Washington, DC 20037-1922DC1950-05$104,737,301
5National Society Of The Daughters Of The American Revolution, Midewing Prairie Chapter Dar # 5145-Il34638 S Chicago Rd, Wilmington, IL 60481IL1949-07$96,374,043
6Focus On The Family8655 Explorer Dr, Colorado Spgs, CO 80920-1049CO1978-02$93,373,603
7Indiana Historical Society450 W Ohio St, Indianapolis, IN 46202-3269IN1933-09$48,363,675
8New York Historical Society170 Central Park W, New York, NY 10024-5152NY1938-04$45,612,917
9Historical Society Of Western Pennsylvania1212 Smallman St, Pittsburgh, PA 15222-4200PA1949-08$40,128,895
10Preservation Society Of Newport County424 Bellevue Ave, Newport, RI 02840-6924RI1947-04$35,569,131
11Bellingrath-Morse Foundation, Bellingrath Garden Divison12401 Bellingrath Gardens Rd, Theodore, AL 36582-8460AL1951-08$34,772,859
12The Glass-Glen Burnie Foundation8555 N 117th East Ave Ste 105, Owasso, OK 74055-2192OK1986-09$29,657,632
13Us Navy Memorial Foundation701 Pennsylvania Ave Nw Ste 123, Washington, DC 20004-2688DC1978-07$7,580,394
14National Society Of The Colonial Dames Of America2715 Q St Nw, Washington, DC 20007-3071DC1938-04$1,934,170
15General Society Of Colonial Wars1700 H Street Nw Box 20, Washington, DC 20006-4601DC1968-06$1,419,339
16The White House Endowment Trust740 Jackson Place Nw, Washington, DC 20006DC1998-03$512,707
17Cosmos Club Historic Preservation Foundation2121 Massachusetts Ave Nw, Washington, DC 20008-3639DC1987-10$196,826
18Lenfant Trust1310 19th St Nw, Washington, DC 20036-1602DC1979-09$1,507,636
19National Society Daughters Of The American Colonists2205 Massachusette Avenue Nw, Washington, DC 20008DC1945-03$668,699
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Number of organizations performing similar types of work
Alaska3
Alabama6
Arkansas5
Arizona5
California30
Colorado6
Connecticut17
District of Columbia13
Delaware5
Florida11
Georgia14
Hawaii4
Iowa10
Idaho1
Illinois15
Indiana13
Kansas8
Kentucky11
Louisiana7
Massachusetts20
Maryland12
Maine11
Michigan9
Minnesota7
Missouri13
Mississippi7
Montana3
North Carolina14
North Dakota1
Nebraska2
New Hampshire4
New Jersey10
New Mexico2
New York53
Ohio24
Oklahoma5
Oregon10
Pennsylvania33
Rhode Island8
South Carolina7
South Dakota3
Tennessee9
Texas30
Utah3
Virginia26
Vermont7
Washington11
Wisconsin12
West Virginia8
Total548

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