Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2010 and ending 12-31-2010
BCheck if applicable:
CName of organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE U S
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1785 Massachusetts Avenue NW
 
Room/suite
City or town, state or country, and ZIP + 4
Washington, DC20036
D Employer identification number

53-0210807
E Telephone number

G Gross receipts $ 56,557,107
F Name and address of principal officer:
Stephanie K Meeks
1785 Massachusetts Avenue NW
Washington,DC20036
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.PreservationNation.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1949
M State of legal domicile: DC
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: 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.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 44
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 43
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 586
6 Total number of volunteers (estimate if necessary) .... 6 768
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 1,050,695
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b -369,164
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 10,048,924 31,386,266
9 Program service revenue (Part VIII, line 2g) ......... 2,122,038 7,406,614
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 5,211,498 3,705,589
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,045,730 3,218,536
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 18,428,190 45,717,005
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,702,330 8,060,284
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 6,583,102 25,573,544
16a Professional fundraising fees (Part IX, column (A), line 11e).... 67,028 320,679
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet5,431,546    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 7,979,386 20,575,981
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 16,331,846 54,530,488
19 Revenue less expenses. Subtract line 18 from line 12...... 2,096,344 -8,813,483
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 246,310,843 260,063,080
21 Total liabilities (Part X, line 26)............ 26,756,009 29,792,148
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 219,554,834 230,270,932
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: 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.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 19,087,051 including grants of $ 7,151,606 ) (Revenue $ 2,888,550 )
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.
4b (Code:   ) (Expenses $ 15,544,019 including grants of $ 836,438 ) (Revenue $ 12,920,757 )
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.
4c (Code:   ) (Expenses $ 4,944,301 including grants of $ 72,240 ) (Revenue $ 3,097,296 )
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.
(Code:   ) (Expenses $ 2,217,602 including grants of $ 0 ) (Revenue $ 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.
(Code:   ) (Expenses $ 2,659,071 including grants of $ 0 ) (Revenue $ 1,198,402 )
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.
4d Other program services. (Describe in Schedule O.)
(Expenses $ 4,876,673 including grants of $ 0 ) (Revenue $ 1,198,402 )
4e Total program service expensesMediumBullet$ 44,452,044
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
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? If “Yes,” complete Schedule C, Part III........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
Yes
 
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
Yes
 
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IV...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
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)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part IClick to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III.....
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
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? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
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? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II...........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III...............
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
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 owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2...........
36
 
No
37
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? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
285
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter 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 return .....................
2a
586
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
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 or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
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?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
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?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
44
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
43
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
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
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
Sam Kilpatrick
National Trust for Historic Preservation
1785 Massachusetts Avenue NW
Washington,DC20036
(202) 588-6192
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) Aida M Alvarez
Trustee
 2 X           0 0 0
(2) Victor Ashe
Trustee
 2 X           0 0 0
(3) Carol N Bonnie
Trustee
 2 X           0 0 0
(4) Leslie Greene Bowman
Trustee
 2 X           0 0 0
(5) Carolyn Schwenker Brody
Trustee
 3 X           0 0 0
(6) Linda Bruckheimer
Trustee
 2 X           0 0 0
(7) Spencer R Crew
Trustee
 2 X           0 0 0
(8) Kevin D Daniels
Trustee
 2 X           0 0 0
(9) Jack Davis
Trustee
 2 X           0 0 0
(10) Jennifer L Emerson
Trustee
 2 X           0 0 0
(11) Kumiki Gibson
Trustee
 2 X           0 0 0
(12) Paul J Goldberger
Trustee
 2 X           0 0 0
(13) Joe Grills
Trustee
 2 X           0 0 0
(14) Irvin M Henderson
Trustee
 2 X           0 0 0
(15) Jorge L Henderson
Trustee
 2 X           0 0 0
(16) Marilynn Wood Hill
Trustee
 2 X           0 0 0
(17) J Clifford Hudson
Trustee
 3 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) Irene Hirano Inouye
Trustee
 2 X           0 0 0
(19) Elizabeth R Jeffe
Trustee
 2 X           0 0 0
(20) Daniel P Jordan
Trustee
 2 X           0 0 0
(21) Diane Keaton
Trustee
 2 X           0 0 0
(22) Elizabeth T Kennan
Trustee
 2 X           0 0 0
(23) Nancy Killefer
Trustee
 2 X           0 0 0
(24) Marcia V Mayo
Trustee
 2 X           0 0 0
(25) Molly S McUsic
Trustee
 2 X           0 0 0
(26) Vincent L Michael
Trustee
 2 X           0 0 0
(27) Francis Joseph Moravec
Trustee
 2 X           0 0 0
(28) Martin L J Newman
Trustee
 2 X           0 0 0
(29) Judith A O'Bannon
Trustee
 2 X           0 0 0
(30) Gay Ratliff
Trustee
 2 X           0 0 0
(31) Marita Rivero
Trustee
 2 X           0 0 0
(32) Jeffrey H Schutz
Trustee
 3 X           0 0 0
(33) Barbara Sidway
Trustee
 3.00 X           0 0 0
(34) Mary M Thompson
Trustee
 2 X           0 0 0
(35) Daniel Thorne
Trustee
 2 X           0 0 0
(36) Kenneth R Woodcock
Trustee
 2 X           0 0 0
(37) Mtamanika Youngblood
Trustee
 2 X           0 0 0
(38) Kathryn Schneider Smith
Ex Officio Trustee
 2 X           0 0 0
(39) Anthony C Wood
Ex Officio Trustee
 2 X           0 0 0
(40) Linda F Barnett
Ex Officio Trustee
 2 X           0 0 0
(41) J Marshall Davis
Ex Officio Trustee
 2 X           0 0 0
(42) Edward J Passarelli
Ex Officio Trustee
 2 X           0 0 0
(43) William G Shafroth
Ex Officio Trustee
 2 X           0 0 0
(44) Earl A Powell III
Ex Officio Trustee
 2 X           0 0 0
(45) Richard Moe - Partial Year
President
 40.00     X       235,967 0 14,958
(46) Stephanie Meeks - Partial Year
President
 40.00     X       181,987 0 19,565
(47) Paul Edmondson
General Counsel and Vice President
 40.00     X       189,637 0 15,077
(48) Greg Coble
Sr Vice President, Business and Finance
 40.00     X       218,348 0 28,360
(49) David Brown
Chief Preservation Officer/Executive Vice President
 40.00       X     263,619 0 36,062
(50) David Cooper
Vice President, Development
 40.00       X     181,121 0 10,600
(51) Jim Vaughan
Vice President, Historic Sites
 40.00       X     185,820 0 23,331
(52) Lauri Michel
Vice President, Community Revitalization
 40.00         X   181,229 0 26,691
(53) Sam Kilpatrick
Controller
 40.00         X   143,738 0 22,113
(54) Miriam Selman
Director of Business Development
 40.00         X   138,878 0 18,626
(55) Valecia Crisafulli
Sr Director of Partnerships
 40.00         X   137,686 0 18,846
(56) Emily Wadhams
Vice President, Public Policy
 40.00         X   201,571 0 8,437
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 2,259,601 0 242,666
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet26
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Con-Cor Inc
426 Seguin Street
San Antonio,TX78508 		General Contractor 621,729
KPMG LLP
2001 M Street N W
Washington,DC20036 		Audit and tax services 246,419
Russell Reynolds Associates
Church Street Station
P B Box 6427
New York,NY102496427 		Executive search services 152,904
J C Enterprises
9855 Hidden Estates Cove
Vienna,VA22181 		Janitorial services 143,160
Nyhus Communications
1525 4th Avenue
Suite 400
Seattle,WA98101 		Public relations consulting 139,260
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet9
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a 51,190
b Membership dues....1b 1,664,123
c Fundraising events....1c 613,064
d Related organizations...1d 0
e Government grants (contributions)1e 990,148
f All other contributions, gifts, grants, and
similar amounts not included above1f 		28,067,741
g Noncash contributions included in lines 1a-1f:$ 3,235,965
h Total. Add lines 1a-1f.......MediumBullet 31,386,266
Program Service Revenue Business Code
2a Contract Serv/Commission 900,099 1,681,054 1,681,054 0 0
b Admissions/Special Events 900,099 4,554,461 4,554,461 0 0
c Advertising 541,800 701,349 0 701,349 0
d Reimbursement of Expenses 900,099 382,391 382,391 0 0
e Commissions 900,099 87,359 65,156 22,203 0
f All other program service revenue . 0 0 0 0
g Total. Add lines 2a–2f........MediumBullet 7,406,614
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 1,214,819 0 209,493 1,005,326
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0 0 0 0
5 Royalties............MediumBullet 2,282,790 0 0 2,282,790
(i) Real (ii) Personal
6a Gross Rents 1,397,203 0
b Less: rental expenses 578,527 0
c Rental income or (loss) 818,676 0
d Net rental income or (loss).......MediumBullet 818,676 0 0 818,676
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 11,445,849 300,000
b Less: cost or other basis and sales expenses 8,735,079 520,000
c Gain or (loss) 2,710,770 -220,000
d Net gain or (loss)..........MediumBullet 2,490,770 0 0 2,490,770
8a Gross income from fundraising events (not including
$ 613,064
of contributions reported on line 1c). See Part IV, line 18 ...
a 102,528
b Less: direct expenses ...b 484,621
c Net income or (loss) from fundraising events..MediumBullet -382,093 0 -382,093
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from gaming activities...MediumBullet 0 0 0 0
10a Gross sales of inventory, less
returns and allowances .
a 832,843
b Less: cost of goods sold ..b 521,875
c Net income or (loss) from sales of inventory..MediumBullet 310,968 193,318 117,650 0
Miscellaneous Revenue Business Code
11a Insurance loss repayments 900,099 188,195 0 0 188,195
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ......MediumBullet 188,195
12 Total revenue. See Instructions....MediumBullet 45,717,005 6,876,380 1,050,695 6,403,664
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 8,047,484 8,047,484
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 0 0
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 12,800 12,800
4 Benefits paid to or for members 0 0
5 Compensation of current officers, directors, trustees, and key employees .... 825,940 393,383 307,689 124,868
6 Compensation 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
7 Other salaries and wages 20,550,488 15,152,416 2,548,630 2,849,442
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 826,528 609,420 91,645 125,463
9 Other employee benefits ....... 1,725,605 1,237,186 316,930 171,489
10 Payroll taxes ........... 1,644,983 1,212,887 182,394 249,702
11 Fees for services (non-employees):        
a Management ...... 0 0 0 0
b Legal ......... 184,227 101,170 83,057 0
c Accounting ........... 258,769 9,734 236,435 12,600
d Lobbying ........... 0 0 0 0
e Professional fundraising. See Part IV, line 17.. 320,679 320,679
f Investment management fees ...... 1,074,632 881,198 193,434  
g Other .......... 4,424,560 3,899,579 119,650 405,331
12 Advertising and promotion .... 0 0 0 0
13 Office expenses ....... 1,839,210 1,441,722 49,543 347,945
14 Information technology ...... 501,281 368,359 92,125 40,797
15 Royalties .. 0 0 0 0
16 Occupancy ........... 2,021,981 1,638,381 214,704 168,896
17 Travel ............ 1,734,072 1,507,949 33,453 192,670
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0 0 0 0
19 Conferences, conventions, and meetings .... 0 0 0 0
20 Interest ........... 181,607 181,607 0 0
21 Payments to affiliates ....... 0 0 0 0
22 Depreciation, depletion, and amortization ..... 274,157 215,849 30,129 28,179
23 Insurance .............. 623,734 597,139 10,445 16,150
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a Printing 2,012,690 1,757,036 5,814 249,840
b Real estate 2,326,675 2,295,024 0 31,651
c Property development 1,452,620 1,452,620 0 0
d Maintenance 963,760 866,589 38,983 58,188
e Reference materials 304,692 271,732 22,449 10,511
f All other expenses 397,314 300,780 69,389 27,145
25 Total functional expenses. Add lines 1 through 24f 54,530,488 44,452,044 4,646,898 5,431,546
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 0 1 0
2 Savings and temporary cash investments ....... 7,167,447 2 3,313,010
3 Pledges and grants receivable, net ......... 16,302,035 3 13,922,981
4 Accounts receivable, net ......... 3,840,047 4 5,901,252
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L .......... 0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 764,203 8 680,123
9 Prepaid expenses and deferred charges ............ 2,538,276 9 5,455,365
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 12,348,105
b Less: accumulated depreciation. ..... 10b 7,941,472 2,127,083 10c 4,406,633
11 Investments—publicly traded securities .......... 96,062,093 11 79,968,852
12 Investments—other securities. See Part IV, line 11 ...... 108,829,265 12 139,312,898
13 Investments—program-related. See Part IV, line 11 .. 1,262,919 13 901,414
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 7,417,475 15 6,200,552
16 Total assets. Add lines 1 through 15 (must equal line 34)... 246,310,843 16 260,063,080
Liabilities 17 Accounts payable and accrued expenses . 5,668,350 17 7,284,281
18 Grants payable .......... 0 18 0
19 Deferred revenue .......... 1,205,237 19 1,833,069
20 Tax-exempt bond liabilities .......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 4,175,000 24 4,375,000
25 Other liabilities. Complete Part X of Schedule D..... 15,707,422 25 16,299,798
26 Total liabilities. Add lines 17 through 25..... 26,756,009 26 29,792,148
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 62,286,570 27 66,314,812
28 Temporarily restricted net assets ..... 74,461,385 28 78,299,894
29 Permanently restricted net assets ..... 82,806,879 29 85,656,226
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 219,554,834 33 230,270,932
34 Total liabilities and net assets/fund balances ..... 246,310,843 34 260,063,080
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
45,717,005
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
54,530,488
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
-8,813,483
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
219,554,834
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
19,529,581
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
230,270,932
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2010)
Additional Data


Software ID: 10000077
Software Version: v1.00
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE U S
 
Employer identification number

53-0210807
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 42,683,872 47,592,546 28,102,259 10,048,924 31,386,266 159,813,867
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... 0 0 0 0 0 0
3 The value of services or facilities furnished by a governmental unit to the organization without charge.. 0 0 0 0 0 0
4 Total. Add lines 1 through 3.. 42,683,872 47,592,546 28,102,259 10,048,924 31,386,266 159,813,867
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           41,449,881
6 Public Support. Subtract line 5 from line 4.           118,363,986
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4.. 42,683,872 47,592,546 28,102,259 10,048,924 31,386,266 159,813,867
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 4,926,991 4,478,449 5,138,710 3,091,314 4,894,812 22,530,276
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 0 0 0 0 0 0
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. 18,946 146,675 172,660 50,873 188,195 577,349
11 Total support (Add lines 7 through 10).           182,921,492
12
12
44,043,600
13
Section C. Computation of Public Support Percentage
14
14
64.708 %
15
15
57.22 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
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).
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID: 10000077
Software Version: v1.00
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE U S
 
Employer identification number

53-0210807
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE U S
  		Employer identification number

53-0210807
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE U S
  		Employer identification number

53-0210807
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE U S
  		Employer identification number

53-0210807
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID: 10000077
Software Version: v1.00
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE U S
 
Employer identification number

53-0210807
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
Organization's
Totals 		(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...... 184  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 308,523  
c Total lobbying expenditures (add lines 1a and 1b) ................... 308,707  
d Other exempt purpose expenditures ........................ 49,098,942  
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 49,407,649  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000  
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................ 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		        6,000,000
             
c Total lobbying expenditures 318,308 372,932 69,482 308,707 1,069,429
             
d Grassroots non-taxable amount 250,000 250,000 228,884 250,000 978,884
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		         1,468,326
             
f Grassroots lobbying expenditures 36,883 12,398 0 184 49,465
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? If "Yes," describe in Part IV ..........................
 
 
 
j
Total. lines 1c through 1i ...................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID: 10000077
Software Version: v1.00

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE U S
 
Employer identification number

53-0210807
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....... 11 1
2 Aggregate contributions to (during year) ... 2,850,945 0
3 Aggregate grants from (during year) ... 3,626,981 0
4 Aggregate value at end of year ....... 7,666,312 156,523
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a 107
b Total acreage restricted by conservation easements .................. 2b 793.98
c Number of conservation easements on a certified historic structure included in (a) ..... 2c 90
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d 6
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet2
4
Number of states where property subject to conservation easement is located SchDMd Bullet23
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet2490
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $ 193,341
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $ 0
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $ 0
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $ 307,700
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $ 347,470
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 204,891,358 203,307,485 198,807,600
b Contributions ........ 3,646,781 883,871 4,359,015
c Investment earnings or losses ... 26,199,028 5,267,814 12,932,523
d Grants or scholarships ..... 867,993 4,329,731 11,462,561
e Other expenditures for facilities
and programs ........ 		10,212,667 0 295,734
f Administrative expenses .... 1,258,158 238,081 1,333,358
g End of year balance ...... 222,398,349 204,891,358 203,007,485
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet27 %
b
Permanent endowment: SchDMd Bullet28 %
c
Term endowment: SchDMd Bullet45 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 0 812,965 812,965
b Buildings ................ 0 8,219,470 5,102,506 3,116,964
c Leasehold improvements ............ 0 0 0 0
d Equipment ................ 0 3,315,670 2,838,966 476,704
e Other ................. 0 0 0 0
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 4,406,633
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives 0  
(2)Closely-held equity interests 0  
(3)Other
(A) Other investments 		142,429,587 F

(B) Investments in subsidiaries 		-3,116,689 C







Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet 139,312,898
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes 0
Gift annuities 1,504,286
Endowment for Congressional Cemetery 4,170,430
Endowment held for Val-Kill 91,164
Endowment held for Woodlawn 186,459
Endowment held for Montpelier 7,886,073
Endowment held for Belle Grove 225,156
Endowment held for Cliveden 572,968
Value of Montpelier bond guarantee 159,063
Charitable remainder trusts 504,199
Current portion of other liabilities 1,000,000
Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 16,299,798
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 45,717,005
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 54,530,488
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 -8,813,483
4 Net unrealized gains (losses) on investments .......................... 4 19,529,580
5 Donated services and use of facilities ............................. 5 0
6 Investment expenses ................................... 6 0
7 Prior period adjustments .................................. 7 0
8 Other (Describe in Part XIV) ................................. 8 0
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 19,529,580
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 10,716,097
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 65,478,840
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 19,529,580
b Donated services and use of facilities ......... 2b 300,391
c Recoveries of prior year grants ........... 2c 0
d Other (Describe in Part XIV): ............ 2d 1,006,496
e Add lines 2a through 2d ..................... 2e 20,836,467
3 Subtract line 2e from line 1..................... 3 44,642,373
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 1,074,632
b Other (Describe in Part XIV): ........... 4b 0
c Add lines 4a and 4b....................... 4c 1,074,632
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 45,717,005
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 54,762,743
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 300,391
b Prior year adjustments .............. 2b 0
c Other losses ................ 2c 0
d Other (Describe in Part XIV): ............ 2d 1,006,496
e Add lines 2a through 2d...................... 2e 1,306,887
3 Subtract line 2e from line 1..................... 3 53,455,856
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 1,074,632
b Other (Describe in Part XIV): ............ 4b 0
c Add lines 4a and 4b....................... 4c 1,074,632
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 54,530,488
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
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)
Schedule D (Form 990) 2010

Additional Data


Software ID: 10000077
Software Version: v1.00




SCHEDULE F
(Form 990)

Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,
Part IV, line 14b, 15, or 16.
Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE U S
 
Employer identification number

53-0210807
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside the
United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
Europe (including Iceland and Greenland) 0 0 Grantmaking   12,800
Central America and the Caribbean 0 0 Investments   29,401,810
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....      
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 0 0 29,414,610
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
Europe (including Iceland and Greenland) Preservation services 12,800 Wire transfer 0    
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
1
3
Enter total number of other organizations or entities ........................MediumBullet
1
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 5
Part V
Supplemental Information
Complete this part to provide the information (see instructions) required in Part I, line 2, and any additional information.
Identifier ReturnReference Explanation
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.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2010
Additional Data


Software ID: 10000077
Software Version: v1.00



SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE U S
 
Employer identification number

53-0210807
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Marilyn Kochan
3713 Ingomar Street NW
 
Washington, DC20015 		Gifts of Heritage (Property) Program   No 307,700 46,000 261,700
 
Donor Services Group
6715 W Sunset Boulevard
 
Los Angeles, CA900287107 		Telemarketing   No 407,212 274,679 132,533
Total .................right arrow 714,912 320,679 394,233
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
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
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

Modern View Event - GH
(event type) 		(b) Event #2

Opening Event - VF
(event type) 		(c) Other Events

7
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 412,450 128,665 174,477 715,592
2 Less: Charitable
contributions . . . 		393,450 99,065 120,549 613,064
3 Gross income (line 1
minus line 2) . . . 		19,000 29,600 53,928 102,528
VerticalDirectExpenses 4 Cash prizes . . . 0 0 0 0
5 Non-cash prizes . . 0 0 0 0
6 Rent/facility costs . . 0 0 0 0
7 Food and beverages . . 0 0 0 0
8 Entertainment . . . 0 0 0 0
9 Other direct expenses . 296,866 29,600 158,155 484,621
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 484,621
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow -382,093
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


Software ID: 10000077
Software Version: v1.00
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE U S
 
Employer identification number
53-0210807
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) American Association For State & Local History1717 Church St
Nashville,TN372032991 		39-0962197   7,000 0     Preservation Grant
(2) Oatlands Inc20850 Oatlands Plantation Lane
Leesburg,VA20175 		54-1118635   456,638 0     Preservation Grant
(3) Montpelier FoundationPO BOX 67
MONTPELIER STATION,VA22957 		31-1620682   447,400 0     Preservation Grant
(4) ASSOC FOR THE PRESERVATION
OF HIST CONGRESSIONAL CEMETERY1801 E ST SE
Washington,DC20003 		52-1071828   143,489 0     Preservation Grant
(5) AEON222 S 3RD ST
Suite 300
MINNEAPOLIS,MN55415 		41-1558711   100,000 0     Preservation Grant
(6) AMERICAN INDIAN COMMUNITY
HOUSING ORGANIZATION (AICHO)332 W SUPERIOR ST
DULUTH,MN55802 		41-1716667   100,000 0     Preservation Grant
(7) LINC HOUSING CORPORATION110 PINE AVE
LONG BEACH,CA90802 		33-0578620   100,000 0     Preservation Grant
(8) Save Ellis IslandPO BOX 571
Gladstone,NJ07934 		22-3659296   100,000 0     Preservation Grant
(9) 700 N MARKET LLC1515 E LEWIS ST
WICHITA,KS67211 		12-3456789   75,000 0     Preservation Grant
(10) CITY OF KENT ARTS COMMISSION220 4TH AVE SO
KENT,WA98032 		12-3456789   70,000 0     Preservation Grant
(11) Grand Teton National Park1 Warehouse Road
Moose,WY83012 		83-0322668   63,460 0     Preservation Grant
(12) PUI TAK CENTER2216 S WENTWORTH AVE
CHICAGO,IL60616 		36-3972943   55,000 0     Preservation Grant
(13) OHIO HISTORICAL SOCIETY1982 VELMA AVENUE
COLUMBUS,OH43211 		31-4389673   50,000 0     Preservation Grant
(14) PRENTISS NORMAN & INDUSTRIAL INSTITUTE6937 HIGHWAY 42
PRINTISS,MS39474 		64-0331616   40,000 0     Preservation Grant
(15) UNITY TEMPLE RESTORATION FOUNDATION875 LAKE ST
OAK PARK,IL60301 		23-7346437   40,000 0     Preservation Grant
(16) ELIOT CONGREGATIONAL CHURCH OF ROXBURY56 DALE ST
ROXBURY,MA02119 		12-3456789   37,500 0     Preservation Grant
(17) PRESERVATION ALLIANCE OF NEW ORLEANS
dba THE PRESERVATION RESOURC CENTER OF NEW ORLEANS923 Tchoupitoulas Street
NEW ORLEANS,LA70130 		72-0760857   35,265 0     Preservation Grant
(18) DAVIS COUNTY COURTHOUSE PRESERVATION FUND73 MALLARD COURT
MONTROSS,VA22520 		12-3456789   35,000 0     Preservation Grant
(19) BOARD OF EDUCATION-CITY OF CHICAGO125 S CLARK 14th FLOOR
CHICAGO,IL60603 		12-3456789   34,000 0     Preservation Grant
(20) USDA FOREST SERVICE
CHEQUAMEGON NICOLET NATIONAL FOREST500 HANSON LAKE ROAD
RHINELANDER,WI54501 		12-3456789   30,000 0     Preservation Grant
(21) GREAT LAKES NAVAL MUSEUM ASSOCIATIONPO BOX 886307
GREAT LAKES,IL60088 		36-3797562   27,500 0     Preservation Grant
(22) ELLIS ACRES MEMORIAL PARK INC245 CAMDEN ST
PO BOX 363
DILLWYN,VA23936 		01-0891952   25,000 0     Preservation Grant
(23) COLUMBIA HISTORICAL MUSEUM247 E BRAZOS AVENUE
PO BOX 867
WEST COLUMBIA,TX77486 		76-0341148   25,000 0     Preservation Grant
(24) FRIENDS OF ARROW ROCK INCPO BOX 124
ARROW ROCK,MO65320 		43-6051356   25,000 0     Preservation Grant
(25) HALE EMPOWERMENT AND REVITALIZATION ORGANIZATION INCPO BOX 318
GREENSBORO,AL36744 		63-1127351   25,000 0     Preservation Grant
(26) HERITAGE OHIO846 1/2 E MAIN ST
COLUMBUS,OH43205 		34-1845898   25,000 0     Preservation Grant
(27) HOLLY GROVE COMMUNITY DEVELOPMENT CORPORATIONBOX 303
DREW,MS38737 		12-3456789   25,000 0     Preservation Grant
(28) PENNYRILE RC & D COUNCIL INC3237 EAGLE WAY
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(29) SOUTHEAST ARKANSAS RESOURCE CONSERVATION & DEVELOPMENT AREA419 W GAINES
Suite 7
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(30) THE AUSTIN THEATRE ALLIANCEPO BOX 1566
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(31) ILLINOIS HISTORIC PRESERVATION AGENCY1 OLD STATE CAPITOL PLAZA
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(32) SOUTH CENTRAL ALABAMA DEVELOPMENT COMMISSION5900 CARMICHAEL PL
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(33) INSTITUTE OF PUERTO RICAN ARTS & CULTUREPO BOX 47589
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(34) DELPHI PRESERVATION SOCIETY INCPO BOX 161
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(35) UNIVERSITY OF PENNSYLVANIA OFFICE OF RESEARCH ADMIN133 S 36TH ST
Suite 300
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(37) CARAMOOR CENTER FOR MUSIC & THE ARTSPO BOX 816
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(38) CITY OF GLENDALE COMMUNITY PLANNING DEPARTMENT633 E BROADWAY
Suite 103
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(39) COMMUNITY REDEVELOPMENT AGENCY OF THE CITY OF LOS ANGELES354 S SPRING ST
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(40) FRIENDS OF THE WRIGHT OPERA HOUSE INCPO BOX 17
OURAY,CO81427 		26-2039839   10,000 0     Preservation Grant
(41) GORE PLACE SOCIETY52 GORE STREET
WALTHAM,MA02453 		04-2104254   10,000 0     Preservation Grant
(42) GRAVES COUNTY BOARD OF EDUCATION2290 STATE RTE 121N
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(43) HISTORIC COLUMBIA FOUNDATION1601 RICHLAND ST
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(44) HISTORIC WASHINGTON FOUNDATION124 JEFFERSON ST
PO BOX 144
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(45) HISTORICAL SOCIETY OF KENT COUNTYPO BOX 665
101 CHURCH ALLEY
CHESTERTOWN,MD21620 		52-0889500   10,000 0     Preservation Grant
(46) SOUTHWEST HERITAGE FOUNDATION INCPO BOX 46
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(47) THE TINY FOUNDATION870 UNITED NATIONS PLAZA
33B
NEW YORK,NY10017 		26-4440358   10,000 0     Preservation Grant
(48) HEGELER CARUS FOUNDATION1307 7TH ST
LA SALLE,IL61301 		12-3456789   9,250 0     Preservation Grant
(49) COMMITTEE TO SAVE THE BIRD HOMESTEAD INC600 MILTON RD
PO BOX 346
RYE,NY10580 		12-3456789   9,000 0     Preservation Grant
(50) EMILY DICKINSON MUSEUM280 MAIN ST
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(51) NATIONAL WOMAN'S PARTY
SEWALL-BELMONT HOUSE & MUSEUM144 CONSTITUTION AVE NE
WASHINGTON,DC20002 		53-0116540   9,000 0     Preservation Grant
(52) EAST LA COMMUNITY CORP
ON BEHALF OF EL SERENO BUNFALOWS COLLECTIVE5469 HUNTINGTON DR
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(53) CULTURAL HERITAGE FOUNDATION OF SOUTHERN CALIFORNIA3800 HOMER ST
LOS ANGELES,CA90031 		23-7057609   8,000 0     Preservation Grant
(54) FIRST UNITED METHODIST CHURCHPO BOX 249
224 E NOBLE
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(55) LA PUENTE VALLEY HISTORICALPO BOX 522
CITY OF INDUSTRY,CA91747 		12-3456789   7,840 0     Preservation Grant
(56) GRAND VISION FOUNDATION434 W 6TH ST
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(57) CITY OF KENNER1801 WILLIAMS BLVD
BLDG C 302
KENNER,LA70062 		12-3456789   7,500 0     Preservation Grant
(58) DEPARTMENT OF CULTURAL AFFAIRS
CITY OF NEW HAVEN165 CHURCH ST
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(59) SCHOOL OF THE ART INSTITUTE STUDENT FINANCIAL SERVICES36 SOUTH WABASH AVAENUE
SUITE 1218
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(60) Friends of La LagunaPO BOX 2548
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(61) Bandelier National Monument15 Entrance Road
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(62) ACTIVE TRANSPORTATION ALLIANCE9 W HUBBARD ST 402
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(63) SOUND EXPERIENCE211 SETON RD
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(64) TOWN HALL ASSOCIATIONdba TOWN HALL SEATTLE
1119 8TH AVE
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(65) UNITED STATES LIGHTHOUSESOCIETY
9005 POINT NO POINT RD NE
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(66) CITY OF GIG HARBOR3510 GRANDVIEW ST
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(67) FARMINGHAM HISTORICAL ANDNATURAL HISTORY SOCIETY
16 VERNON STREET
FARMINGHAM,MA01701 		04-6121840   100,000 0     Preservation Grant
(68) THE VILNA SHUL BOSTONSCENTER FOR JEWISH CULTURE IN
18 Phillips St
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(69) HISTORIC SEATTLE PRESERVATIONAND DEVELOPMENT AUTHORITY
1117 MINOR AVE
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(70) GORDON COLLEGE INSTITUTE FORPUBLIC HISTORY
225 GRAPEVINE RD
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(71) NIKKEI HERITAGE ASSOCIATION OFWASHINGTON
1414 SO WELLER ST
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(72) CLEVELAND RESTORATION SOCIETY3751 PROSPECT AVENUE
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(73) KASKEY STUDIO INCATTN RAY KASLEY
3804 38TH ST
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(74) METROPOLITAN DEVELOPMENTCOUNCIL
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(75) HERITAGE NEBRASKAPO BOX 22608
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(76) TRUST BOARD OF EBEYS LANDING162 CEMETERY RD
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(77) PERKINS SCHOOL FOR THE BLIND175 NORTH BEACON STREET
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(78) UNIVERSITY HEIGHTS CENTER FORTHE COMMUNITY ASSOCIATION
5031 UNIVERSITY WAY NE
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(79) CITY OF PASS CHRISTIANPO BOX 368
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(80) MISSOURI PRESERVATIONPO BOX 1717
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(81) KNOX HERITAGEPO BOX 1242
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(82) PRESERVATION NORTH CAROLINAPO BOX 27644
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(83) PRESERVATION DELAWARE1405 GREENHILL AVENUE
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(84) DORCHESTER IMPROVEMENTASSOCIATION
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(85) UTAH HERITAGE FOUNDATION INCPO BOX 28
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(86) BEDFORD HISTORICAL SOCIETY24 N AMHERST ROAD
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(87) CENTRAL SCHOOL PROJECT INCPO DRAWER H
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(88) CITY OF ROCKY MOUNTPO BOX 1180
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(89) FISHTOWN PRESERVATION SOCIETYPO BOX 721
203 E CEDAR ST
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(90) FRIENDS OF THE PARAGONCAROUSEL
PO BOX 100
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(91) GFWC ANCHORAGE WOMAN'S CLUBPO BOX 100273
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(92) HARRIET TUBMAN HOME INC180 SOUTH ST
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(93) JOSE MATEO BALLET THEATRE400 HARVARD ST
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(94) THE NORTHWEST RAILWAY MUSEUMPO BOX 459
38625 SE KING ST
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(95) WHEATLEY HISTORIC PRESERVATION821 GARFIELD ST
PO BOX 3956
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(96) HISTORIC SAVANNAH FOUNDATIONPO BOX 1733
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(97) THOMASVILLE LANDMARKS INCPO BOX 1285
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(98) PRESERVATION ALLIANCE FORGREATER PHILADELPHIA
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(99) LOS ANGELES CONSERVANCYATTN LINDA DISHMAN
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(100) SHOSHONE BANNOCK TRIBES INCPO BOX 306
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(101) GALVESTON HISTORICAL FOUNDATION502 20th St
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(102) MICHIGAN HISTORIC PRESERVATIONNETWORK
ATTN NANCY FINEGOOD
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(103) BOSCO-MILLIGAN FOUNDATION701 SE GRAND AVENUE
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(104) MONTANA PRESERVATION ALLIANCE120 REEDERS ALLEY
120 REEDERS ALLEY
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(105) PRESERVATION TEXASPO BOX 12832
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(106) PRESERVATION ALLIANCE OF MN416 LANDMARK CENTER
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(107) CANETUCK COMMUNITY CENTER34665 NC HWY 210
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(108) CENTER FOR COMMUNITY ARTS INC712 LAFAYETT STREET
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(109) DAYTON INDEPENDENT SCHOOLDISTRICT
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(110) MORVEN ROSENWALD ALUMNI ASSOCATTN DR GERALD GOLDEN
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(111) SENIOR SOLUTIONS3420 CLEMENT BLVD
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(112) TAKING EDUCATION SERIOUSLY100 W POLLACK ST
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(113) TENNESSEE PRESERVATION TRUSTPO BOX 24373
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(114) PRESERVATION PENNSYLVANIA257 N STREET
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(115) PRESERVATION KENTUCKY INCPO BOX 262
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(116) HISTORIC DENVER1628 16th STREET
Suite 200
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(117) BALTIMORE HERITAGE INC11 1 and a half WEST CHASE STREET
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(118) CITY OF RICHMOND450 CIVIC CENTER PLAZA
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(119) OAKLAND REDEVELOPMENT AGENCY150 FRANK H OGAWA PLAZA
SUITE 6363
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(120) PRESERVATION VIRGINIA204 W FRANKLIN STREET
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(121) NEW HAMPSHIRE PRESERV ALLIANCE7 EAGLE SQUARE
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(122) COLUMBUS LANDMARKS FDN61 JEFFERSON AVE
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(123) HISTORIC HAWAII FOUNDATION680 IWILEI ROAD
SUITE 690
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(124) SOUTH SIDE COMMUNITY ARTCENTER
3831 S MICHIGAN AVE
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(125) MADISON TRUST FOR HISTORICPRESERVATION
29 E WILSON STREET
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(126) CITY OF WHITING1443 119TH ST
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(127) PRESERVATION BUFFALO NIAGARAMARKET ARCADE M108
617 MAIN ST
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(128) SAN ANTONIO CONSERVATIONSOCIETY
107 KING WILLIAM ST
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(129) FND FOR HISTORICAL LOUISIANA502 NORTN BOULEVARAD
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(130) PRESERVATION DURHAMPO BOX 25411
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(131) PRESERVATION MARYLANDATTN ACCOUTING DEPT
24 WEST SARATOGA STREET
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(132) SAN FRANCISCO ARCHITECTURALHERITAGE
2007 FRANKLIN STREET
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(133) FRANK LLOYD WRIGHT PRES TRUSTATTN MARK WARNER VP DEVELPMENT
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(134) PRESERVE RHODE ISLANDVALERIE TALMAGE
957 N MAIN STREET
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(135) PRESERVATION IOWAPO BOX 814
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(136) PRESERVATION ALLIANCE OF WESTVIRGINIA
PO BOX 3371
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(137) HISTORIC AUGUSTA INCPO BOX 37
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(138) MARC WORKSHOP INCPO BOX 3749
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(139) RICHLAND COUNTY RECREATIONFOUNDATION
5819 SHAKESPEARE ROAD
COLUMBIA,SC29223 		30-0217851   25,000 0     Preservation Grant
(140) SAFEHOUSE SEXUAL ASSAULTSERVICES INC
1813 CAREY AVE
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(141) SHILOH COMMUNITY RESTORATIONFOUNDATION INC
PO BOX 311
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(142) TARGET RANGE SCHOOL DISTRICT4095 S AVE W
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(143) WALNUT COVE COLORED SCHOOL INCPO BOX 646
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(144) NORTHERN KENTUCKY AFRICANAMERICAN HERITAGE TASK FORCE
1237 PADDOCK HILLS AVENUE
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(145) LOUISIANA TRUST FOR HISTORICPRESERVATION
PO BOX 1587
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(146) GOOCHLAND COUNTY HISTORICALSOCIETY
PO BOX 602
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(147) ALABAMA TRUST FOR HISTORICPRESERVATION
UWA STATION 45
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(148) MAINE PRESERVATION GREATERPORTLAND LANDMARKS
500 CONGRESS STREET 2nd FL
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(149) SOUTH CENTRAL ALABAMADEVELOPMENT COMMISSION
5900 CARMICHAEL PL
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(150) SPRINGFIELD ART ASSOCIATION700 N 4TH ST
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(151) HERITAGE ALLIANCE OF NORTHEASTTENNESSEE and SOUTHWEST
VIRGINIA
JONESBOROUGH,TN37659 		62-1502600   17,734 0     Preservation Grant
(152) CITY ARTS DCATTN ERIN BRYAN
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(153) SHAW MAIN STREET INCATTN ALEX PADRO
1426 9TH ST NW
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(154) KENNARD ALUMNI ASSOCIATION INCPO BOX 213
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(155) MARYLAND ASSOCIATION OFHISTORIC DISTRICT COMMISSION
PO BOX 783
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(156) MID-SHORE COMMUNITY FOUNDATION102 E DOVER ST
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(157) GREATER PORTLAND LANDMARKS INC93 HIGH STREET
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(158) HISTORICAL SOCIETY OF PERRYCOUNTY
105 S COLUMBUS ST
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(159) HISTORIC BOSTON INCBOSTON PRESERVATION ALLIANCE
3 SCHOOL STREET
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(160) ALBION COMMUNITY FOUNDATIONPO BOX 156
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(161) ST CROIX FESTIVAL THEATREPO BOX 801
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(162) OZAUKEE WASHINGTON LANDPO BOX 917
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(163) CLEMSON UNIVERSITYSPONSORED PROG ACCT ADMIN
PO BOX 345355
CLEMSON,SC296345355 		57-6000254   11,345 0     Preservation Grant
(164) FORT WINNEBAGO SURGEON'SW 8687 STATE RD 33
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(165) Preservation Action401 F ST NW
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(166) NEW YORK CITY HISTORICPROPERTIES FUND
1 WHITEHALL STREET 21 FLOOR
NEW YORK,NY10004 		23-7181785   10,500 0     Preservation Grant
(167) THE LAND TRUST FOR LITTLETENNESSEE
PO BOX 1148
FRANKLIN,NC28744 		56-2142199   10,500 0     Preservation Grant
(168) CENTER FOR DESERT ARCHAEOLOGY300 N ASH ALLEY
TUCSON,AZ85701 		86-0640183   10,370 0     Preservation Grant
(169) CITY OF DE PERE335 S BROADWAY
DE PERE,WI54115 		39-6005431   10,000 0     Preservation Grant
(170) CITY OF MONTABELLO1600 W BEVERLY BLVD
MONTEBELLO,CA90640 		95-6000746   10,000 0     Preservation Grant
(171) CITY OF SEATTLE700 5TH AVE 3800
PO BOX 34996
SEATTLE,WA98104 		91-6001275   10,000 0     Preservation Grant
(172) CITY OF TEMPLE CITY9701 LAS TUNAS DR
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(173) CURTAIN WITHOUT BORDERS429 S WILLARD ST
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(174) FREE SYNAGOGUE OF FLUSHING41 60 KISSENA BLVD
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(175) FRIENDS OF HISTORIC SECONDCHURCH
1936 S MICHIGAN AVE
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(176) FRIENDS OF TEACKLE MANSION INCPO BOX 152
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(177) GWINNETT ENVIRONMENTAL &HERITAGE CENTER FOUNDATION
PO BOX 2164
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(178) HUNTINGTON COUNTY COMMISSIONER201 N JEFFERSON ST
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(179) LOUIS ARMSTRONG HOUSE MUSEUM34 and 56 107TH ST
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(180) MISSISSIPPI MAIN STREETASSOCIATION
308 EAST PEARL STREET 101
JACKSON,MS392013420 		64-0758649   10,000 0     Preservation Grant
(181) OHIO VALLEY ENVIRONMENTALCOALITION
PO BOX 6753
HUNTINGTON,WV25773 		31-1311861   10,000 0     Preservation Grant
(182) POSTON COMMUNITY ALLIANCE956 HAWTHORNE DR
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(183) SALMAGUNDI CLUB47 5TH AVE
NEWA YORK,NY10003 		13-5365520   10,000 0     Preservation Grant
(184) SAN FRANCISCO ART INSTITUTE800 CHESTNUT ST
SAN FRANCISCO,CA94133 		94-1196211   10,000 0     Preservation Grant
(185) SOUTHWEST ASSOCIATION OFBUFFALO SOLDIERS INC
PO BOX 715
SIERRA VISTA,AZ85636 		86-0761096   10,000 0     Preservation Grant
(186) THE GOLDFIELD HISTORICALSOCIETY
PO BOX 393
GOLDFIELD,NV890130393 		88-0192171   10,000 0     Preservation Grant
(187) TORRANCE HISTORIC SOCIETY &MUSEUM
1345 POST AVE
TORRANCE,CA90501 		95-3340796   10,000 0     Preservation Grant
(188) TWO BRIDGES NEIGHBORHOODCOUNCIL
275 CHERRY ST
NEW YORK,NY10002 		13-6222626   10,000 0     Preservation Grant
(189) WORLD MONUMENTS FUND95 MADISON AVE
NEW YORK,NY10016 		13-2571900   10,000 0     Preservation Grant
(190) SHILOH BAPTIST CHURCH2040 CHRISTIAN STREET
PHILADELPHIA,PA19146 		23-1381020   9,800 0     Preservation Grant
(191) LEW WALLACE STUDY PRESERVATIONSOCIETY
PO BOX 662
CRAWFORDSFILLE,IN47933 		35-2015109   9,500 0     Preservation Grant
(192) FIRST PRESBYTERIAN CHURCH32 N IRVING STREET
SAN ANGELO,TX76903 		74-1367035   9,313 0     Preservation Grant
(193) CEDAR RAPIDS MUSEUM OF ARTATTN TERENCE PITTS EXEC DIR
410 3RD AVE SE
CEDAR RAPIDS,IA52401 		42-0680248   9,000 0     Preservation Grant
(194) TETON RAPTOR CENTERPO BOX 1805
WILSON,WY83014 		83-0328068   8,919 0     Preservation Grant
(195) WOMAN'S CLUB OF HOLLYWOOD1749 N LA BREA AVE
LOS ANGELES,CA90046 		95-1385688   8,249 0     Preservation Grant
(196) UNIVERSITY OF WASHINGTONGRANT and CONTRACT ACCOUNTING
12455 COLLECTIONS DRIVE
CHICAGO,IL60693 		91-6001537   8,031 0     Preservation Grant
(197) SOUTH PASADENA MIDDLE SCHOOL1600 OAK ST
SOUTH PASADENA,CA91030 		95-6207442   8,000 0     Preservation Grant
(198) CARTHAY SQUARE NEIGHBORHOODASSOC INC
PO BOX 351799
LOS ANGELES,CA90035 		83-0402295   7,850 0     Preservation Grant
(199) HISTORIC KANSAS CITYFOUNDATION
234 W 10th STREET
KANSAS CITY,MO64105 		23-7368504   7,100 0     Preservation Grant
(200) KATHERINE L KOECHELER1801 16TH ST NW
Suite 209
WASHINGTON,DC20009 		34-1747215   7,000 0     Preservation Grant
(201) MATTHEW RADER126 ARCH ST
Suite 5
PHILADELPHIA,PA19106 		20-6668943   7,000 0     Preservation Grant
(202) RACHEL HAMILTON1137 MASSACHUSETTS AVE
Suite 45
CAMBRIDGE,MA02138 		46-0755448   7,000 0     Preservation Grant
(203) THE CULTURAL LANDSCAPEFOUNDATION
190 Q STREET NW 2nd FL
WASHINGTON,DC20009 		52-2092229   7,000 0     Preservation Grant
(204) PICO UNION HOUSING CORPORATION1038 VENICE BLVD
LOS ANGELES,CA90015 		23-7113307   6,500 0     Preservation Grant
(205) PRESERVATION MASSACHUSETTSOLD CITY HALL
45 SCHOOL STREET
BOSTON,MA02108 		22-2627697   6,375 0     Preservation Grant
(206) CITY OF TUCSONPO BOX 27210
TUSCON,AZ85726 		86-6000266   6,000 0     Preservation Grant
(207) ECHO HILL OUTDOOR SCHOOL13655 BLOOMINGNECK RD
WORTON,MD21678 		23-7301918   5,913 0     Preservation Grant
(208) CINCINNATI PRESERVATION ASSOC342 W 4TH ST
CINCINNATI,OH45202 		31-6040183   5,666 0     Preservation Grant
(209) JOHN JACOBSON2102 GLYNN SPRINGS DR
WILLIAMSBURG,VA23188 		21-3964086   5,600 0     Preservation Grant
(210) BENJAMIN FRANKLIN INSTITUTE OF41 BERKELEY ST
BOSTON,MA02116 		22-2995201   5,200 0     Preservation Grant
(211) HISTORIC SOCIETY OF SOUTHERNCALIFORNIA
5425 RED OAK DR
LOS ANGELES,CA90068 		96-6006121   5,140 0     Preservation Grant
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
211
3
Enter total number of other organizations ................................ . Bullet Image
0
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
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.
Schedule I (Form 990) 2010


Additional Data


Software ID: 10000077
Software Version: v1.00


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE U S
 
Employer identification number

53-0210807
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
 
No
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
Yes
 
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
Yes
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Richard Moe - Partial Year (i)
(ii)		 159,492
0 		0
0 		31,616
0 		44,342
0 		2,989
0 		238,439
0 		405,149
0
(2) Stephanie Meeks - Partial Year (i)
(ii)		 181,987
0 		0
0 		0
0 		9,415
0 		10,150
0 		201,552
0 		0
0
(3) Paul Edmondson (i)
(ii)		 189,637
0 		0
0 		0
0 		9,677
0 		5,400
0 		204,714
0 		 
0
(4) Greg Coble (i)
(ii)		 218,348
0 		0
0 		0
0 		11,373
0 		16,987
0 		246,708
0 		 
0
(5) David Brown (i)
(ii)		 263,619
0 		0
0 		0
0 		13,820
0 		22,242
0 		299,681
0 		 
0
(6) David Cooper (i)
(ii)		 182,121
0 		0
0 		0
0 		9,160
0 		1,440
0 		192,721
0 		 
0
(7) Jim Vaughan (i)
(ii)		 185,820
0 		0
0 		0
0 		9,592
0 		13,738
0 		209,150
0 		 
0
(8) Emily Wadhams (i)
(ii)		 169,673
0 		0
0 		31,898
0 		8,437
0 		0
0 		210,008
0 		 
0
(9) Lauri Michel (i)
(ii)		 163,472
0 		0
0 		17,757
0 		8,599
0 		18,092
0 		207,920
0 		 
0
(10) Sam Kilpatrick (i)
(ii)		 143,738
0 		0
0 		0
0 		7,512
0 		14,600
0 		165,850
0 		0
0
(11) Miriam Selman (i)
(ii)		 138,878
0 		0
0 		0
0 		7,221
0 		11,405
0 		157,504
0 		 
0
(12) Valecia Crisafulli (i)
(ii)		 137,686
0 		0
0 		0
0 		7,028
0 		11,818
0 		156,532
0 		0
0




Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
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.
Schedule J (Form 990) 2010

Additional Data


Software ID: 10000077
Software Version: v1.00
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE U S
 
Employer identification number

53-0210807
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Carolyn Schwenker Brody Trustee 3,000,000 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.   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID: 10000077
Software Version: v1.00




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE U S
 
Employer identification number

53-0210807
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures . X 2 307,700 RE list and sale value
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 56 644,865 Net proceeds, stock gifts
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial .. X 1 2,283,400 Assessed value
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts .... X 1 0 Appraisal
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
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.
Schedule M (Form 990) 2010
Additional Data


Software ID: 10000077
Software Version: v1.00
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE U S
 
Employer identification number

53-0210807
Identifier Return Reference Explanation
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
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID: 10000077
Software Version: v1.00
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE U S
 
Employer identification number

53-0210807
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) NT CDFI Inc

1785 Massachusetts Avenue NW

Washington,DC20036
41-2138426 		Community Dev. DE 501 (c) (3) 11 Type 1 NTHP
 
Yes
 












For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) National Trust Insurance Services

24 Commerce Street
Baltimore,MD21202
20-0590526 		Insurance Agency MD NTHP
  		Unrelated 174,032 160,725   No 173,817 Yes   99 %












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) National Trust Community Investment Corporation
1785 Massachusetts Avenue NW
Washington,DC20036
52-2267085 		Community Investments DE NTHP
  		C 7,100,515 7,479,422 100 %
(2) Heritage Travel Inc
1785 Massachusetts Avenue NW
Washington,DC20036
26-1983358 		Heritage Travel DC NTHP
  		C 648,196 559,221 100 %










Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) Heritage Travel Inc

 a-i 489,552 Market value
(2) National Trust Community Investment Corporation

 a-iii 426,556 Market Value
(3) Heritage Travel Inc

 a-iii 35,258 Market value
(4) National Trust Community Investment Corporation

 a-iv 174,641 Market value
(5) Heritage Travel Inc

 a-iv 173,232 market value
(6) National Trust Community Investment Corporation

 d 223,776 Book value
(7) NT CDFI Inc

 d 532,109 Market value
(8) Heritage Travel Inc

 d 7,595,094 Market value
(9) National Trust Community Investment Corporation

 k 95,519 Book value
(10) Heritage Travel Inc

 k 99,981 Book Value
(11) National Trust Community Investment Corporation

 n 64,256 Book value
(12) Heritage Travel Inc

 n 83,765 Book value
(13) National Trust Community Investment Corporation

 p 335,919 Book value
(14) NT CDFI Inc

 p 517,750 Book value
(15) Heritage Travel Inc

 n 241,752 Book Value
(16) NT CDFI Inc

 q 751,695 Book value
(17) Heritage Travel Inc

 q 2,460,524 Book value
(18) National Trust Community Investment Corporation

 r 1,681,280 Book value
(19) National Trust Insurance Services

 r 205,332 Book value
(20) NT CDFI Inc

 r 250,103 Book value
(21) Heritage Travel Inc

 l 60,000 Book value
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


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