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
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2011 and ending 12-31-2011
BCheck if applicable:
CName of organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1785 Massachusetts Avenue N W
 
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 $ 76,048,073
F Name and address of principal officer:
Stephanie Meeks
1785 Massachusetts Avenue N W
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 works to save America's historic places for the next generation. We take direct, on-the-ground action when historic buildings and sites are threatened. Our work helps build vibrant, sustainable communities. We advocate with governments to save America's heritage. We strive to create a cultural legacy that is as diverse as the nation itself so that all of us can take pride in our part of the American story.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 42
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 41
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 582
6 Total number of volunteers (estimate if necessary) .... 6 355
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 1,257,104
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 1,240,509
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 31,386,266 32,697,211
9 Program service revenue (Part VIII, line 2g) ......... 7,406,614 7,670,885
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 3,705,589 9,967,072
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 3,218,536 8,485,990
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 45,717,005 58,821,158
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 8,060,284 4,655,960
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) 25,573,544 25,927,572
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 320,679 227,048
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet5,161,612    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 20,575,981 22,119,379
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 54,530,488 52,929,959
19 Revenue less expenses. Subtract line 18 from line 12....... -8,813,483 5,891,199
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 260,063,080 252,157,489
21 Total liabilities (Part X, line 26)............. 29,792,148 28,248,719
22 Net assets or fund balances. Subtract line 21 from line 20..... 230,270,932 223,908,770
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
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Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
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Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
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 in the United States provides leadership, education, advocacy and resources to a national network of people, organizations and local communities committed to our history and collectively shaping the future of America's stories.
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 organization’s program service accomplishments for each of its three largest program services, as measured 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 $ 16,279,033 including grants of $ 3,647,103 ) (Revenue $ 1,318,437 )
Historic Preservation & Conservation: Preservation Services includes 1) Work to save threatened historic places of national significance and where the preservation implications are national in scope; 2) Information and technical assistance to members, private and public organizations and government bodies with respect to contemporary preservation issues and rehabilitation projects related to important historic buildings and landmarks; 3) Financial assistance to organizations to facilitate preservation education programs, conferences and retention of professional consultants; 4) Partnerships with state and local private nonprofit preservation groups to stimulate and retain their field service capacity, professionalism, leadership in their geographical location, financial strength and ability to save historic resources; 5) Technical assistance and information to communities in all parts of the country working to revitalize their historic Main Street neighborhoods; 6) Operation of twelve field offices including San Francisco, Denver, Fort Worth, Chicago, Charleston, Boston and Philadelphia, New Orleans and Washington, D. C. that work closely with organizations and governments at all levels to save historic places.
4b (Code:   ) (Expenses $ 15,963,325 including grants of $ 1,015,068 ) (Revenue $ 2,189,083 )
Historic Preservation & Conservation: Historic Sites - Own and manage 12 historic sites, own and managed by local organizations 11 historic sites, and market another 6 historic sites managed by other organizations. These historic sites are open to the public with more than 765,000 visitors annually. Interpret and communicate the history, stories, people, collections, architecture and landscape of each site to visitors. Serve the communities surrounding each historic site by providing educational programs, events and a special gathering place for community residents. Maintain the sites as good models of historic preservation and stewardship.
4c (Code:   ) (Expenses $ 4,842,979 including grants of $ 60,583 ) (Revenue $ 3,570,293 )
Historic Preservation & Conservation: Education - Communicates the benefits of historic preservation threats to historic places and achievements in saving historic places to members and the public. Provides a bi-monthly magazine, professional journal, niche audience newsletters and a website to highlight important preservation issues, communicates preservation successes and stimulates new interest in historic preservation. To mobilize action by the public, stages media campaigns such as the America's Most Endangered Historic Places list and the Dozen Distinctive Destinations list. Provides infomation about the legal and policy aspects of historic preservation. Develops and provides 78 tours to important historic destinations in the US and internationally.
(Code:   ) (Expenses $ 2,571,001 including grants of $ 0 ) (Revenue $ 2,338,903 )
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 $ 2,670,986 including grants of $ 1,800 ) (Revenue $ 1,311,089 )
Historic Preservation & Conservation: Publications - Publications includes "Preservation" the bimonthly magazine chronicling individuals and programs working to save historic places; "Forum Bulletin", a scholarly journal serving a network of preservation professionals, students, and volunteers; and "Main Street Now", the journal of the Trust's Main Street Center, which works to transform communities through revitalization. Print publications are complemented by newsletters and online stories that foster knowledge and facilitate participation in public and private historic preservation projects.
4d Other program services (Describe in Schedule O.)
(Expenses $ 5,241,987 including grants of $ 1,800 ) (Revenue $ 3,649,992 )
4e Total program service expensesMediumBullet$ 42,327,324
Form 990 (2011)
Form 990 (2011)
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 for which 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 temporarily restricted endowments, permanent endowments, 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, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? 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
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization 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 employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? 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...........................
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
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, 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
35b
Yes
 
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 (2011)
Form 990 (2011)
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
303
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
582
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 (2011)
Form 990 (2011)
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
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
42
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
41
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
Yes
 
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
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
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
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete 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
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did 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 15a or 15b, 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,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take 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 , AR , AZ , CA , CO , CT , DC , FL , GA , HI , 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 , RI , SC , 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 made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
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 Preserv
1785 Massachusetts Avenue NW
Washington,DC20036
(202) 588-6192
Form 990 (2011)
Form 990 (2011)
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 (do not check more than one box, unless person is both an officer and a director/trustee) 		(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) Linda Bruckheimer
Trustee
 2 X           0 0 0
(2) Spencer R Crew
Trustee
 2 X           0 0 0
(3) Kevin D Daniels
Trustee
 2 X           0 0 0
(4) Jack Davis
Trustee
 2 X           0 0 0
(5) Christopher J Elliman
Trustee
 2 X           0 0 0
(6) Paul J Goldberger
Trustee
 2 X           0 0 0
(7) Joe Grills
Trustee
 2 X           0 0 0
(8) Sheffield Hale
Trustee
 2 X           0 0 0
(9) Irvin M Henderson
Trustee
 2 X           0 0 0
(10) Jorge L Hernandez
Trustee
 2 X           0 0 0
(11) Marilynn Wood Hill
Trustee
 2 X           0 0 0
(12) J Clifford Hudson
Trustee
 3 X           0 0 0
(13) Irene Hirano Inouye
Trustee
 2 X           0 0 0
(14) Elizabeth Rohn Jeffe
Trustee
 2 X           0 0 0
(15) Diane Keaton
Trustee
 2 X           0 0 0
(16) Elizabeth T Kennan
Trustee
 2 X           0 0 0
(17) Nancy Killefer
Trustee
 2 X           0 0 0
Form 990 (2011)
Form 990 (2011)
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 (do not check more than one box, unless person is both an officer and a director/trustee) 		(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) Marcia V Mayo
Trustee
 2 X           0 0 0
(19) Molly S McUsic
Trustee
 2 X           0 0 0
(20) Vincent L Michael
Trustee
 2 X           0 0 0
(21) F Joseph Moravec
Trustee
 2 X           0 0 0
(22) Martin L J Newman
Trustee
 2 X           0 0 0
(23) Gay Ratliff
Trustee
 2 X           0 0 0
(24) Marita Rivero
Trustee
 2 X           0 0 0
(25) Jeffrey H Schutz
Trustee
 2 X           0 0 0
(26) Barbara G Sidway
Trustee
 3 X           0 0 0
(27) Mary M Thompson
Trustee
 2 X           0 0 0
(28) Daniel K Thorne
Trustee
 2 X           0 0 0
(29) Kenneth R Woodcock
Trustee
 2 X           0 0 0
(30) Mtamanika Youngblood
Trustee
 2 X           0 0 0
(31) Earl A Powell III
Ex Officio Trustee
 2 X           0 0 0
(32) Stephanie Toothman
Ex Officio Trustee
 2 X           0 0 0
(33) Kathryn Schneider Smith
Ex Officio Trustee
 2 X           0 0 0
(34) Kim J Trent
Ex Officio Trustee
 2 X           0 0 0
(35) Cary Tyson
Ex Officio Trustee
 2 X           0 0 0
(36) Anthony C Wood
Ex Officio Trustee
 2 X           0 0 0
(37) Victor H Ashe
Trustee
 2 X           0 0 0
(38) Carol N Bonnie
Trustee
 2 X           0 0 0
(39) Carolyn Schwenker Brody
Trustee
 3 X           0 0 0
(40) Edward J Passarelli
Ex Officio Trustee
 2 X           0 0 0
(41) Leslie Bowman
Trustee
 2 X           0 0 0
(42) William Shafroth
Exofficio Trustee
 2 X           0 0 0
(43) Stephanie Meeks
President
 40     X       379,110 0 34,285
(44) Paul Edmondson
Chief Legal Officer
 40     X       205,899 0 14,677
(45) Greg Coble - Partial Year
Sr Vice President, Business and Finance - Partial Yr
 40     X       271,067 0 18,914
(46) Rosemarie Rae Balla - Partial Year
Chief Financial and Administrative Officer
 40     X       143,983 0 4,286
(47) David Brown
Chief Preservation Officer/Executive Vice President
 40       X     285,186 0 35,759
(48) David Cooper
Chief Development Officer
 40       X     188,176 0 23,560
(49) Terry Richey
Chief Marketing Officer
 40       X     178,896 0 24,741
(50) James Schwartz
Senior Director of Publications
 40         X   149,911 0 10,849
(51) Sam Kilpatrick
Controller
 40         X   148,067 0 21,645
(52) Royce A Yeater
Director, Mid-West Regional Office
 40         X   146,545 0 11,447
(53) Bob Barron
Publisher
 40         X   141,935 0 12,005
(54) Douglas Loesher
Director, National Main Street Center
 40         X   136,929 0 14,085
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 2,375,704 0 226,253
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet33
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. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
KPMG LLP
2001 M Street N W
Washington,DC20036 		Audit and tax services 308,872
Spectrum Contractors
5135 E 38th Avenue
Denver,CO80207 		Construction 183,384
Iberia Building Systems
235 W Main
New Iberia,LA70506 		Construction 176,984
St Charles Town Company
1800 Glenarm Place
2nd Floor
Denver,CO80802 		Real estate management 169,809
Green Building Services
421 SW 6th
Suite 200
Portland,OR97204 		Construction 169,164
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet9
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a 50,220
b Membership dues....1b 1,648,893
c Fundraising events....1c 284,614
d Related organizations...1d 0
e Government grants (contributions)1e 762,256
f All other contributions, gifts, grants, and
similar amounts not included above1f 		29,951,228
g Noncash contributions included in lines 1a-1f:$ 553,411
h Total. Add lines 1a-1f.......MediumBullet 32,697,211
Program Service Revenue Business Code
2a Contract serv/commissions 900,099 1,771,117 1,771,117 0 0
b Admissions/special events 900,099 4,493,323 4,493,323 0 0
c Advertising 541,800 861,910 0 861,910 0
d Reimbursement of expenses 900,099 480,474 480,474 0 0
e Commissions 900,099 64,061 1,348 62,713 0
f All other program service revenue . 0 0 0 0
g Total. Add lines 2a–2f........MediumBullet 7,670,885
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 4,555,143 0 191,761 4,363,382
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0 0 0 0
5 Royalties............MediumBullet 2,166,175 0 0 2,166,175
(i) Real (ii) Personal
6a Gross rents 1,258,544 0
b Less: rental expenses 512,085 0
c Rental income or (loss) 746,459 0
d Net rental income or (loss).......MediumBullet 746,459 0 0 746,459
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 21,444,627 0
b Less: cost or other basis and sales expenses 16,032,698 0
c Gain or (loss) 5,411,929 0
d Net gain or (loss)..........MediumBullet 5,411,929 0 0 5,411,929
8a Gross income from fundraising events (not including
$ 284,614
of contributions reported on line 1c). See Part IV, line 18 ...
a 65,151
b Less: direct expenses ...b 126,765
c Net income or (loss) from fundraising events..MediumBullet -61,614 0 -61,614
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 999,149
b Less: cost of goods sold ..b 555,367
c Net income or (loss) from sales of inventory..MediumBullet 443,782 303,062 140,720 0
Miscellaneous Revenue Business Code
11a Insurance loss repayments 900,099 36,809 0 0 36,809
b Other miscellaneous income 900,099 7,367 0 0 7,367
c Tax benefit of reversal of valuation allowance 900,099 5,147,012 0 0 5,147,012
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ......MediumBullet 5,191,188
12 Total revenue. See Instructions....MediumBullet 58,821,158 7,049,324 1,257,104 17,817,519
Form 990 (2011)
Form 990 (2011)
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).
Check if Schedule O contains a response to any question in this Part IX. .........
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 United States. See Part IV, line 21 4,629,860 4,629,860
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0 0
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 26,100 26,100
4 Benefits paid to or for members 0 0
5 Compensation of current officers, directors, trustees, and key employees .... 1,060,058 511,085 459,895 89,078
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 20,553,885 15,009,565 2,898,548 2,645,772
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 903,194 650,300 144,511 108,383
9 Other employee benefits ....... 1,709,418 1,230,780 273,506 205,132
10 Payroll taxes ........... 1,701,017 1,224,732 272,162 204,123
11 Fees for services (non-employees):        
a Management ...... 0 0 0 0
b Legal ......... 114,535 76,298 28,934 9,303
c Accounting ........... 200,559 27,917 172,642 0
d Lobbying ........... 0 0 0 0
e Professional fundraising. See Part IV, line 17.. 227,048 227,048
f Investment management fees ...... 1,380,926 1,132,358 248,568 0
g Other .......... 5,350,723 4,782,062 201,594 367,067
12 Advertising and promotion .... 0 0 0 0
13 Office expenses ....... 2,139,216 1,653,289 49,581 436,346
14 Information technology ...... 715,990 483,130 208,959 23,901
15 Royalties .. 0 0 0 0
16 Occupancy ........... 1,964,127 1,525,676 260,629 177,822
17 Travel ............ 1,408,198 1,161,409 50,608 196,181
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 ........... 181,686 181,686 0 0
21 Payments to affiliates ....... 0 0 0 0
22 Depreciation, depletion, and amortization ..... 270,804 217,225 26,824 26,755
23 Insurance .............. 692,043 674,252 11,284 6,507
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a Printing 2,229,400 1,946,225 7,604 275,571
b Real estate 2,535,183 2,522,046 0 13,137
c Property development 1,438,663 1,438,663 0 0
d Maintenance 999,506 884,099 54,347 61,060
e
f All other expenses 497,820 338,567 70,827 88,426
25 Total functional expenses. Add lines 1 through 24f 52,929,959 42,327,324 5,441,023 5,161,612
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
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 ....... 3,313,010 2 4,181,804
3 Pledges and grants receivable, net ......... 13,922,981 3 18,574,794
4 Accounts receivable, net ......... 5,901,252 4 2,151,234
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 .............. 680,123 8 717,202
9 Prepaid expenses and deferred charges ............ 5,455,365 9 237,954
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 12,442,283
b Less: accumulated depreciation. ..... 10b 8,110,775 4,406,633 10c 4,331,508
11 Investments—publicly traded securities .......... 79,968,852 11 84,984,411
12 Investments—other securities. See Part IV, line 11 ...... 139,312,898 12 134,545,494
13 Investments—program-related. See Part IV, line 11 .. 901,414 13 628,314
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 6,200,552 15 1,804,774
16 Total assets. Add lines 1 through 15 (must equal line 34)... 260,063,080 16 252,157,489
Liabilities 17 Accounts payable and accrued expenses . 7,284,281 17 7,838,381
18 Grants payable .......... 0 18 0
19 Deferred revenue .......... 1,833,069 19 2,295,498
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 .... 4,375,000 24 3,500,000
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 16,299,798 25 14,614,840
26 Total liabilities. Add lines 17 through 25..... 29,792,148 26 28,248,719
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 ..... 66,314,812 27 64,278,611
28 Temporarily restricted net assets ..... 78,299,894 28 73,531,138
29 Permanently restricted net assets ..... 85,656,226 29 86,099,021
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 ..... 230,270,932 33 223,908,770
34 Total liabilities and net assets/fund balances ..... 260,063,080 34 252,157,489
Form 990 (2011)
Form 990 (2011)
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
58,821,158
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
52,929,959
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
5,891,199
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
230,270,932
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
-12,253,361
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
223,908,770
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 (2011)
Additional Data


Software ID: 11000129
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
2011
Open to Public
Inspection
Name of the organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES
 
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) 2011
Schedule A (Form 990 or 990-EZ) 2011
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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 47,592,546 28,102,259 10,048,924 31,386,266 32,697,211 149,827,206
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.. 47,592,546 28,102,259 10,048,924 31,386,266 32,697,211 149,827,206
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)..           27,181,460
6 Public Support. Subtract line 5 from line 4.           122,645,746
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4.. 47,592,546 28,102,259 10,048,924 31,386,266 32,697,211 149,827,206
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 4,478,449 5,138,710 3,091,314 4,894,812 3,559,300 21,162,585
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.. 146,675 172,660 50,873 188,195 5,141,188 5,699,591
11 Total support (Add lines 7 through 10).           176,689,382
12
12
46,433,066
13
Section C. Computation of Public Support Percentage
14
14
69.413 %
15
15
64.71 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2011
Schedule A (Form 990 or 990-EZ) 2011
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 - Sales revenue from historic sites shops - 443,782. Part II, Section B, Line 10-2 - Contract Services and Commissions - 1,771,117. Part II, Section B, Line 10-3 - Admissions and Special Events - 4,493,323. Part II, Section B, Line 10-4 - Advertising - 861,910. Part II, Section B, Line 10-5 - Reimbursement of Expenses - 480,474. Part II, Section B, Line 10-6 - Other Miscellaneous Income -7,367.
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID: 11000129
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
2011
Name of organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES
 
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 on line H of its
Form 990-EZ or on Part I, 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) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES
  		Employer identification number

53-0210807
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total 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)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES
  		Employer identification number

53-0210807
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(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) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES
  		Employer identification number

53-0210807
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total 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 $  
Use duplicate copies of Part III if additional space is needed
(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) (2011)

Additional Data


Software ID: 11000129
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
2011
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, line 35c (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 UNITED STATES
 
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 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 function 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) 2011

Schedule C (Form 990 or 990-EZ) 2011
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 expenses, and share of excess lobbying expenditures).
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) ...... 14,378  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 164,163  
c Total lobbying expenditures (add lines 1a and 1b) ................... 178,541  
d Other exempt purpose expenditures ........................ 47,768,347  
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 47,946,888  
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) 2008 (b) 2009 (c) 2010 (d) 2011 (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 372,932 69,482 308,707 178,541 929,662
             
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		         1,500,000
             
f Grassroots lobbying expenditures 36,883 12,398 0 14,378 63,659
Schedule C (Form 990 or 990-EZ) 2011


Schedule C (Form 990 or 990-EZ) 2011
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)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(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? ..........................
 
 
 
j
Total. Add 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 carry over 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) and if either (a) BOTH Part III-A, lines 1 and 2 are answered “No” OR (b) Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible 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, Part II-A; line 5; and Part ll-B, line 1.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2011

Additional Data


Software ID: 11000129
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, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES
 
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) ... 1,285,000 0
3 Aggregate grants from (during year) ... 1,772,118 0
4 Aggregate value at end of year ....... 6,833,229 147,226
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 can 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 through 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 109
b Total acreage restricted by conservation easements .................. 2b 793.98
c Number of conservation easements on a certified historic structure included in (a) ..... 2c 92
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d 8
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet0
4
Number of states where property subject to conservation easement is located SchDMd Bullet24
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 Bullet2430
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $ 182,460
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 (ASC 958), 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 (ASC 958), 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 $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
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 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $ 999
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $ 488,470
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
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 .... 222,398,439 204,891,358 203,307,485 198,807,600
b Contributions ........ 1,144,422 3,646,871 883,871 4,359,015
c Net investment earnings, gains, and losses ... -1,387,967 26,199,028 5,267,814 12,932,523
d Grants or scholarships ..... 861,308 867,993 4,329,731 11,462,561
e Other expenditures for facilities
and programs ........ 		11,989,512 10,212,667 0 295,734
f Administrative expenses .... 1,564,546 1,258,158 238,081 1,333,358
g End of year balance ...... 207,739,528 222,398,439 204,891,358 203,007,485
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet27 %
b
Permanent endowment SchDMd Bullet40 %
c
Temporarily restricted endowment SchDMd Bullet33 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
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
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (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 8,285,853 5,168,203 3,117,650
c Leasehold improvements ............ 0 0 0 0
d Equipment ................ 0 3,343,465 2,942,572 400,893
e Other ................. 0 0 0 0
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 4,331,508
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
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 		124,150,287 F

(B) Investments in subsidiaries 		10,395,207 C







Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 134,545,494
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) must 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) must 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) Book value
Federal Income Taxes 0
Gift annuities 1,423,685
Endowment held for Congressional Cemetery 3,998,233
Endowment held for Val-Kil 89,709
Endowment held for Woodlawn 183,484
Endowment held for Montpelier 7,501,088
Endowemnt held for Belle Grove 216,322
Endowment held for Cliveden 533,801
Value of Montpelier bond guarantee 102,877
Charitable remainder trusts 565,641
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 14,614,840
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) 2011

Schedule D (Form 990) 2011
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 58,821,158
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 52,929,959
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 5,891,199
4 Net unrealized gains (losses) on investments .......................... 4 -10,390,261
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 through 8 ......................... 9 -10,390,261
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 -4,499,062
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 46,453,515
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a -10,390,261
b Donated services and use of facilities ......... 2b 584,512
c Recoveries of prior year grants ........... 2c 0
d Other (Describe in Part XIV.) ............ 2d -1,180,968
e Add lines 2a through 2d ..................... 2e -10,986,717
3 Subtract line 2e from line 1..................... 3 57,440,232
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 1,380,926
b Other (Describe in Part XIV.) ........... 4b 0
c Add lines 4a and 4b....................... 4c 1,380,926
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 58,821,158
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 52,815,677
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 584,512
b Prior year adjustments .............. 2b 0
c Other losses ................ 2c 0
d Other (Describe in Part XIV.) ............ 2d 682,132
e Add lines 2a through 2d...................... 2e 1,266,644
3 Subtract line 2e from line 1..................... 3 51,549,033
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 1,380,926
b Other (Describe in Part XIV.) ............ 4b 0
c Add lines 4a and 4b....................... 4c 1,380,926
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 52,929,959
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_L05 Schedule D, Part II, Line 5 The National Trust's Board-established easement policy sets out general standards for acquisition, inspection and enforcement. These policies are reflected in easement deeds, authorizing inspection rights and full enforcement powers. The National Trust physically inspects its easements on a regular basis. In addition to physical monitoring the National Trust also monitors properties through the provision of technical advice to property owners related to the care and maintenance of their property. Also, the National Trust, using the Secretary of the Interior's Standards for the Treatment of Historic Properties, reviews the existing condition of a property whenever it receives a request to make a change or alteration from a property owner. The National Trust enforces restrictions in easements, including through legal action when necessary.
SchD_P02_S00_L09 Schedule D, Part II, Line 9 Expenses relating to administration of the National Trust's easement program are included as program-related expenses in the expense statement. Easements are not included on the balance sheet.
SchD_P03_S00_L01 Schedule D, Part III, Line 1 The Trust follows the accounting practice of not including in its assets the cost or appraised value of any of its historic sites, which upon receipt may be retained by the Trust. Related expenditures for restoration, stabilization, reconstruction, and development are charged to expense as incurred. Properties accepted with the intent of sale are recognized as revenue at the time of receipt at the estimated fair value less costs for historic evaluation, repair, and maintenance costs, and impact of the easement. The historic sites, including objects and furnishings, owned by the Trust with the intent of retention are not reported in the accompanying balance sheets under the accounting policy stated above.
SchD_P03_S00_L04 Schedule D, Part III, Line 4 The National Trust owns certain historic sites that are operated as museums or are otherwise integral to the Trust's charitable and educational preservation program. These historic sites, most of which contain significant collections of furnishings, are regularly open to the public.
SchD_P05_S00_L04 Schedule D, Part V, Line 4 The National Trust's endowment funds are used to support the costs of maintaining its historic sites, for grants to preservation organizations and similar purposes, and to support the variety of the National Trust's charitable and educational programs and activities. A portion of the endowment is unrestricted and used for general operating support for the organization.
SchD_P10_S00_L02 Schedule D, Part X, Line 2 The Trust accounts for uncertain tax positions in accordance with ASC 740. ASC 740 requires that a tax position be recognized or derecognized based on a "more likely than not" threshold. This applies to positions taken or expected to be taken in a tax return. The implementation of ASC 740 had no impact on the Trust's statement of financial position or statement of activities. The Trust does not believe its financial statements include any uncertain tax positions.
SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Cost of goods sold, 555,367, plus Special event expenses, 126,765, less Adjustment on the value of properties held for resale (1,863,100) for a total of (1,180,968).
SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Cost of goods sold (555,367) and special event expenses (126,765)
Schedule D (Form 990) 2011

Additional Data


Software ID: 11000129
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
2011
Open to Public Inspection
Name of the organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES
 
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 its grants
and other 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 its grants and other
assistance 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
Central America and the Caribbean 0 0 Investments   33,386,820
Europe (including Iceland and Greenland) 0 0 Grantmaking   26,100
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....      
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 0 0 33,412,920
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
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 26,100 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) 2011
Schedule F (Form 990) 2011Page 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) 2011
Schedule F (Form 990) 2011
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) 2011
Schedule F (Form 990) 2011
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
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) 2011
Additional Data


Software ID: 11000129
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 arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES
 
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
 
Donor Services Group LLC
6715 Sunset Boulevard
 
Los Angeles, CA90028 		Telemarketing servcies   No 164,194 113,048 51,146
 
AEM Consulting Group LLC
3902 South 12th Street
 
Arlington, VA22204 		Direct response fundraising services   No 0 102,000 -102,000
Marilyn Kochan
3713 Ingomar Street NW
 
Washington, DC20015 		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.   No 0 12,000 -12,000
Total .................right arrow 164,194 227,048 -62,854
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) 2011
Schedule G (Form 990 or 990-EZ) 2011
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

Evening Under Oaks
(event type) 		(b) Event #2

Vices of Virginia
(event type) 		(c) Other Events

4
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 51,622 51,949 246,194 349,765
2 Less: Charitable
contributions . . . 		40,072 22,367 222,175 284,614
3 Gross income (line 1
minus line 2) . . . 		11,550 29,582 24,019 65,151
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 . 10,099 47,948 68,718 126,765
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 126,765
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow -61,614
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) 2011
Schedule G (Form 990 or 990-EZ) 2011
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) 2011
Additional Data


Software ID: 11000129
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
2011
Open to Public
Inspection
Name of the organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES
 
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) Montpelier FoundationPO BOX 67
MONTPELIER STATION,VA22957 		31-1620682   490,113       Save Historic Places
(2) ARCADIA FOOD INC2000 MOUNT VERNON AVE
ALEXANDRIA,VA22301 		20-4165944   165,876       Save Historic Places
(3) ASSOC FOR THE PRESERVATION OF HIST CONGRESSIONAL CEMETERY1801 E ST SE
WASHINGTON,DC20003 		52-1071828   111,370       Save Historic Places
(4) EMERGE COMMUNITY DEVELOPMENT1101 W BROADWAY AVE
MINNEAPOLIS,MN56011 		41-1277423   110,000       Save Historic Places
(5) THE BASILICA LANDMARKPO Box 50070
MINNEAPOLIS,MN55405 		41-1754864   110,000       Save Historic Places
(6) TOWNSHIP OF WATERFORD31076 CANADA AVE
NORTHFIELD,MN55057 		41-1469685   95,000       Save Historic Places
(7) AMERICAN SWEDISH INSTITUTE2600 PARK AVE
MINNEAPOLIS,MN55407 		41-0711603   90,000       Save Historic Places
(8) Brucemore Inc2160 Linden Dr SE
Cedar Rapids,IA52403 		41-1170531   88,000       Save Historic Places
(9) STATE OF CALIFORNIAMONTEREY STATE HISTORIC PARK
MONTEREY,CA93940 		51-0139529   87,706       Save Historic Places
(10) PILGRIM BAPTIST CHURCH732 W CENTRAL AVE
ST PAUL,MN55104 		41-0843353   86,000       Save Historic Places
(11) ROOSEVELT-VANDERBILT HISTORIC ASSOCIATIONPO BOX 235
HYDE PARK,NY12538 		14-6035855   85,535       Save Historic Places
(12) TUBMAN33111 1ST AVE S
MINNEAPOLIS,MN55408 		41-1240048   84,000       Save Historic Places
(13) CZECH & SLOVAK SOKOL MINNESOTA383 MICHIGAN STREET
ST PAUL,MN55102 		41-6084129   80,000       Save Historic Places
(14) CITY OF MENDOTA HEIGHTS1101 VICTORIA CURVE
MENDOTA HEIGHTS,MN55118 		41-6008695   75,000       Save Historic Places
(15) Filoli Center Inc86 Canada Rd
Woodside,CA94062 		95-2996648   75,000       Save Historic Places
(16) THE SOAP FACTORY514 2ND ST SE
MINNEAPOLIS,MN55414 		41-1658987   70,000       Save Historic Places
(17) KIRKPATRICK FOUNDATION INC1001 W WILSHIRE BLVD 201
OKLAHOMA CITY,OK73116 		73-1355924   53,520       Save Historic Places
(18) CHRIST LUTHERAN CHURCH ON CAPITOL HILL105 W UNIVERSITY AVE
ST PAUL,MN55103 		41-0705841   50,000       Save Historic Places
(19) HISTORIC KANSAS CITY FOUNDATION234 W 10th STREET
KANSAS CITY,MO64105 		23-7368504   50,000       Save Historic Places
(20) THE TRUSTEES OF RESERVATION572 ESSEX ST
BEVERLY,MA01915 		04-2105780   50,000       Save Historic Places
(21) SAN FRANCISCO ARCHITECTURAL HERITAGE2007 FRANKLIN STREET
SAN FRANCISCO,CA94109 		23-7135037   48,087       Save Historic Places
(22) California Preservation Fdn1611 Telegraph Ave 820
Oakland,CA94612 		94-2569465   45,333       Save Historic Places
(23) GRAND TETON NATIONAL PARK1 WAREHOUSE ROAD
MOOSE,WY83012 		83-0322668   43,788       Save Historic Places
(24) HENNEPIN COUNTY417 N 5TH ST 320
MINNEAPOLILS,MN55401 		41-6005801   40,000       Save Historic Places
(25) UNITED FIRST PARISH IN QUINCY1306 HANCOCK ST
QUINCY,MA02169 		04-2135902   40,000       Save Historic Places
(26) MADISON TRUST FOR HISTORIC PRESERVATIONP O BOX 296
MADISON,WI53701 		23-7356105   38,342       Save Historic Places
(27) Phoenix Loan Conversion2733 Gratiot Avenue
Detroit,MI48207 		38-2715482   37,364       Save Historic Places
(28) MICHIGAN HISTORIC PRESERVATION NETWORK107 E GRAND RIVER
LANSING,MI48906 		38-2878515   35,839       Save Historic Places
(29) CIVIL WAR TRUST1156 15th STREET N WSUITE 900
WASHINGTON,DC20005 		54-1426643   35,000       Save Historic Places
(30) PRESERVATION PENNSYLVANIA257 N STREET
HARRISBURG,PA17101 		23-2219097   34,874       Save Historic Places
(31) SOUTH SIDE COMMUNITY ART CENTER3831 S MICHIGAN AVE
CHICAGO,IL60653 		23-7359897   33,600       Save Historic Places
(32) THOMASVILLE LANDMARKS INCPO BOX 1285
THOMASVILLE,GA31799 		58-1025094   33,150       Save Historic Places
(33) PRESERVE RHODE ISLAND957 N MAIN STREET
PROVIDENCE,RI02904 		05-6012417   32,845       Save Historic Places
(34) PRESERVATION DURHAMPO BOX 25411
DURHAM,NC27702 		23-7361218   31,451       Save Historic Places
(35) PRESERVATION TEXASPO BOX 12832
AUSTIN,TX78711 		75-2129913   31,350       Save Historic Places
(36) PRESERVATION VIRGINIA204 W FRANKLIN STREET
RICHMOND,VA232205012 		54-0568800   31,081       Save Historic Places
(37) FOUNDATION FOR HISTORICAL LOUISIANA908 502 NORTH BLVD
BATON ROUGE,LA70821 		72-0642810   30,698       Save Historic Places
(38) MINNESOTA STATE FAIR FUND1265 SNELLING AVE N
ST PAUL,MN55108 		41-2013696   30,000       Save Historic Places
(39) HERITAGE NEBRASKAPO BOX 22608
LINCOLN,NE68542 		26-2973823   29,750       Save Historic Places
(40) THE PRESERVATION SOCIETY OF NEWPORT COUNTY424 BELLEVUE AVE
NEWPORT,RI02840 		05-0252708   29,345       Save Historic Places
(41) PRESERVATION MARYLAND24 WEST SARATOGA STREET
BALTIMORE,MD21201 		52-0609575   29,307       Save Historic Places
(42) PRESERVATION KENTUCKY INCPO BOX 5192
FRANKFORT,KY42748 		31-1665931   28,800       Save Historic Places
(43) HISTORIC CHARLESTON FOUNDATION40 EAST BAY STREET
CHARLESTON,SC29401 		57-6000599   28,100       Save Historic Places
(44) LENOIR COMMUNITY COLLEGEPO BOX 188
KINSTON,NC285020188 		56-0753025   26,000       Save Historic Places
(45) BOSCO-MILLIGAN FOUNDATION701 SE GRAND AVENUE
PORTLAND,OR97214 		94-3090169   25,790       Save Historic Places
(46) UTAH HERITAGE FOUNDATIONPO BOX 28
SALT LAKE CITY,UT841100028 		87-0272392   25,167       Save Historic Places
(47) CASCADIA GREEN BUILDING COUNCIL721 NW 9TH AVE 195
PORTLAND,OR97209 		93-1297649   25,000       Save Historic Places
(48) HULL YORK LAKELAND RESOURCE CONSERVATION & DEVELOPMENT COUNCIL900 S WALNUT AVE
COOKEVILLE,TN38501 		58-1747375   25,000       Save Historic Places
(49) JOHN QUINTON FOUNDATION25954 QUINTON RD
MARDELA SPRINGS,MD21837 		52-2156837   25,000       Save Historic Places
(50) TOWN OF SNOW HILL103 BANK ST PO BOX 348
SNOW HILL,MD21863 		52-6000807   25,000       Save Historic Places
(51) CALVERT INDEPENDENT SCHOOL DISTRICTPO BOX 7
CALVERT,TX77837 		74-6000473   24,150       Save Historic Places
(52) VILLAGE OF SOMERSETPO BOX 10
SOMERSET,OH43783 		31-6400970   24,000       Save Historic Places
(53) CINCINNATI PRESERVATION ASSOC342 W 4TH ST
CINCINNATI,OH45202 		31-6040183   23,515       Save Historic Places
(54) Belle Grove Inc336 Belle Grove Rd
Middletown,VA22645 		54-1047175   21,518       Save Historic Places
(55) LANDMARKS ILLINOIS53 W JACKSON BLVD 1315
CHICAGO,IL606043562 		36-2879987   21,000       Save Historic Places
(56) Oatlands20850 Oatlands Inc
Leesburg,VA20175 		54-1118635   20,382       Save Historic Places
(57) PRESERVATION ALLIANCE FOR GREATER PHILADELPHIA1616 WALNUT STREET 1620
PHILADELPHIA,PA19103 		23-2106589   20,361       Save Historic Places
(58) CITY OF MINNEAPOLIS350 SOUTH 5th STREET ROOM 300
MINNEAPOLIS,MN55415 		41-6005375   20,000       Save Historic Places
(59) LOS ANGELES CONSERVANCY523 WEST 6th STREET SUITE 826
LOS ANGELES,CA90014 		95-3273046   18,750       Save Historic Places
(60) BEING FIRST INC1242 PAK DR DW2
DURANGO,CO81301 		94-3076177   18,457       Save Historic Places
(61) PRESERVATION ALLIANCE OF WEST VIRGINIAPO BOX 3371
CHARLESTON,WV25333 		31-1028713   17,300       Save Historic Places
(62) Galveston Historical Fdn502 20th St
Galveston,TX77550 		74-1487824   17,000       Save Historic Places
(63) SAN ANTONIO CONSERVATION SOCIETY107 KING WILLIAM ST
SAN ANTONIO,TX782041312 		74-6015382   17,000       Save Historic Places
(64) GOLDEN HILLS RESOURCE CONSERVATION & DEVELOPMENT AREA712 S HWY 6
OAKLAND,IA515600189 		42-1293893   16,425       Save Historic Places
(65) MONTANA PRESERVATION ALLIANCE120 REEDERS ALLEY
HELENA,MT59601 		36-3559965   15,689       Save Historic Places
(66) HISTORIC EASTON INCPO BOX 1071
EASTON,MD21601 		23-7309742   15,000       Save Historic Places
(67) HISTORIC OAKLAND FOUNDATION248 OAKLAND AVE SE
ATLANTA,GA30312 		58-1276032   15,000       Save Historic Places
(68) MINNEAPOLIS PARK & RECREATION BOARD2117 W RIVER RD
MINNEAPOLIS,MN55411 		41-6005375   15,000       Save Historic Places
(69) TILGHMAN WATERMENS MUSEUM INCPO BOX 344
TILGHMAN,MD21671 		08-0348490   15,000       Save Historic Places
(70) BALTIMORE HERITAGE INC11 1/2 WEST CHASE STREET
BALTIMORE,MD21201 		52-0803045   14,750       Save Historic Places
(71) PRESERVATION ALLIANCE OF MN416 LANDMARK CENTER 75 W 5th ST
ST PAUL,MN55102 		41-1427970   14,174       Save Historic Places
(72) COLUMBUS LANDMARKS FDN61 JEFFERSON AVE
COLUMBUS,OH43215 		31-0914612   13,776       Save Historic Places
(73) ROMAN CATHOLIC DIOCESE OF EL PASO499 ST MATTHEW ST
EL PASO,TX79907 		74-6000751   13,175       Save Historic Places
(74) CASTALIA COMMUNITY DEVELOPMENT CORPORATION10445 LANCASTER RD/Po BOX 185
CASTALIA,NC27816 		56-1735003   12,500       Save Historic Places
(75) OAKLAND LIVINGSTON HUMAN SERVICE AGENCY196 CESAR E CHAVEZ
PONTIAC,MI48343 		38-1785665   12,000       Save Historic Places
(76) LOUISIANA TRUST FOR HISTORIC PRESERVATIONPO BOX 1587
BATON ROUGE,LA70821 		72-0866133   11,162       Save Historic Places
(77) KNOX HERITAGEPO BOX 1242
KNOXVILLE,TN37901 		51-0148798   11,145       Save Historic Places
(78) From J265T101-995-06 STATE OF CALIFORNIA Dept of Partks & Rec2211 Garden Rd
MONTEREY,CA93940 		41-0139529   11,061       Save Historic Places
(79) ARTS ALLIANCE OF PORTAGE COUNTY INC2201 MADISON ST
STEVENS POINT,WI54481 		20-1960836   10,000       Save Historic Places
(80) CARMEL MISSION FOUNDATION INCPO BOX 221351
CARMEL,CA939221351 		26-2981780   10,000       Save Historic Places
(81) CENTER FOR DESERT ARCHAEOLOGY300 N ASH ALLEY
TUCSON,AZ85701 		86-0640183   10,000       Save Historic Places
(82) CENTRAL TERMINAL RESTORATION CORP12337 CHURCH RD
HOLLAND,NY140809745 		16-1536196   10,000       Save Historic Places
(83) CHURCH OF THE INTERCESSION550 W 155TH ST
NEW YORK,NY10032 		13-2851543   10,000       Save Historic Places
(84) CITY OF OREGON CITYPO BOX 3040
OREGON CITY,OR97045 		93-6002230   10,000       Save Historic Places
(85) FLAGER COLLEGE INC74 KING ST
ST AUGUSTIN,FL32084 		59-1157081   10,000       Save Historic Places
(86) FRIENDS & RESIDENTS OF THE GREATER GOWANUS393 PRESIDENT ST
BROOKLYN,NY11231 		80-0558407   10,000       Save Historic Places
(87) IDAHO RURAL COUNCILPO BOX 21
FILER,ID83328 		82-0409737   10,000       Save Historic Places
(88) LEW WALLACE STUDY PRESERVATION SOCIETYPO BOX 662
CRAWFORDSFILLE,IN47933 		35-2015109   10,000       Save Historic Places
(89) MYRTLE AVENUE REVITALIZATION PROJECT LCD472 MYRTLE AVE 2ND FLR
BROOKLYN,NY11205 		31-1706307   10,000       Save Historic Places
(90) SIPAULOVI DEVELOPMENT CORPPO BOX 956
SECOND MESA,AZ86043 		11-3800979   10,000       Save Historic Places
(91) SOUTHWEST HERITAGE FOUNDATIONPO BOX 46
BLUFF,UT84512 		35-1924435   10,000       Save Historic Places
(92) TRI-COUNTY COMMUNITY ACTION PROGRAM INC30 EXCHANGE ST
BERLIN,NH03570 		02-0267404   10,000       Save Historic Places
(93) UPTOWN ENTERTAINMENT & DEVELOPMENT CORPORATION2227 N BROAD ST
PHILADELPHIA,PA19132 		23-3077168   10,000       Save Historic Places
(94) WELLINGTON RITZ-TREATRE INCPO BOX 202
WELLINGTON,TX79095 		26-0377669   10,000       Save Historic Places
(95) WOODLAND ARBORETUM FOUNDATION118 WOODLAND AVE
DAYTON,OH45409 		31-1309373   10,000       Save Historic Places
(96) SAUGATUCK DUNES COASTAL ALLIANCEPO BOX 1013
SAUGATAUC,MI49453 		26-0503609   9,900       Save Historic Places
(97) FRIENDS OF BOHEMIAN NATIONAL CEMETERY5255 N PULASKI RD
CHICAGO,IL60630 		20-3082671   9,737       Save Historic Places
(98) THE EPISCOPAL CHURCH OF THE ADVENT4976 W ADAMS BLVD
LOS ANGELES,CA90016 		95-6056546   9,500       Save Historic Places
(99) ALABAMA TRUST FOR HISTORIC PRESERVATIONUWA STATION 45
LIVINGSTSON,AL35470 		63-0947714   9,300       Save Historic Places
(100) HISTORIC SAVANNAH FOUNDATIONPO BOX 1733
SAVANNAH,GA314021733 		58-0838253   9,250       Save Historic Places
(101) FRIENDS OF GRIFFITH PARK2624 GREEN OAK PL
LOS ANGELES,CA90068 		90-0635056   9,000       Save Historic Places
(102) THE CHARLES & RAY EAMES HOUSE PRESERVATION FUND INC203 CHAUTAUQUA BLVD
PACIFIC PALISADES,CA90272 		20-0276962   9,000       Save Historic Places
(103) CENTER FOR COMMUNITY ARTS INC712 LAFAYETT STREET
CAPE MAY,NJ08204 		22-3350637   8,500       Save Historic Places
(104) CLEVELAND RESTORATION SOCIETY3751 PROSPECT AVENUE
CLEVELAND,OH441152705 		23-7218767   8,500       Save Historic Places
(105) PRESERVATION BUFFALO NIAGARA MARKET ARCADE #M108617 MAIN ST
BUFFALO,NY14203 		22-2986810   8,500       Save Historic Places
(106) SOLSTICE PROJECT222 E MARCY ST 10
SANTA FE,NM87501 		52-1185238   8,500       Save Historic Places
(107) HERITAGE ALLIANCE OF NORTHEAST TENNESSEE & SOUTHWEST VIRGINIA212 E SABIN DRIVE
JONESBOROUGH,TN37659 		62-1502600   8,185       Save Historic Places
(108) FRIENDS OF LA GRANDE MAINST PO BOX 3321
LA GRANDE,OR97850 		93-0989722   8,000       Save Historic Places
(109) KLM INTERNATIONAL901 19TH ST
DES MOINES,IA50314 		73-1573163   8,000       Save Historic Places
(110) BLACK CANUON TRAILS ASSOCIATIONPO BOX 315
BLACK CANYON CITY,AZ85324 		20-4156944   7,500       Save Historic Places
(111) FRIENDS OF CHINESE AMERICAN MUSEUM125 PASEO DE LA PLAZA 300
LOS ANGELES,CA90012 		95-4176897   7,500       Save Historic Places
(112) FRIENDS OF THE MICHAEL WHITE ADOBEPO BOX 80404
SAN MARINO,CA91118 		27-2841766   7,500       Save Historic Places
(113) GRAND VISION FOUNDATION434 W 6TH ST
SAN PEDRO,CA90731 		95-4554570   7,500       Save Historic Places
(114) KANSAS CITY MISSOURI SCHOOL1211 MCGEE 6TH FLR 100
KANSAS CITY,MO64106 		44-6003108   7,500       Save Historic Places
(115) LITTLE TOKYO SERVICE CENTER COMMUNITY DEVELOPMENT CORP231 E 3RD ST
LOS ANGELES,CA90013 		95-4444102   7,500       Save Historic Places
(116) SANTA MONICA CONSERVANCYPO BOX 653
SANTA MONICA,CA90406 		75-3079169   7,500       Save Historic Places
(117) SHAWANO COUNTY ECONOMIC PROGRESS INC1263 S MAIN ST
SHAWANO,WI54166 		39-1661544   7,500       Save Historic Places
(118) TELFAIR MUSEUM OF ARTPO BOX 10081
SAVANNAH,GA31412 		58-0610074   7,500       Save Historic Places
(119) UNIVERSITY OF PENNSYLVANIA OFFICE OF RESEARCH ADMIN133 S 36TH ST 300
PHILADELPHIA,PA191043246 		23-1876142   7,500       Save Historic Places
(120) VULTURE MINE PRESERVATION & RESTORATION ASSOCIATIONPO BOX 1863
WICKENBURG,AZ86358 		27-1488613   7,500       Save Historic Places
(121) DOWNTOWN OKLAHOMA CITY210 PARK AVE 230
OKLAHOMA CITY,OK73102 		73-1593759   7,250       Save Historic Places
(122) AMERICAN ASSOC FOR STATE & LOCAL HISTORY1717 CHURCH ST
NASHVILLE,TN37203 		39-0962197   7,000       Save Historic Places
(123) SOUTH WELLFLEET NEIGHBORHOOD ASSOCIATION & SOCIAL UNIONPO BOX 581
SOUTH WELLFLEET,MA02663 		51-0187486   7,000       Save Historic Places
(124) HISTORIC BOSTON INC20 EUSTIS STREET
ROXBURY,MA02119 		04-6111819   6,800       Save Historic Places
(125) HISTORIC DENVER1628 16th STREET 200
DENVER,CO80202 		84-0605731   6,682       Save Historic Places
(126) PRESERVATION DELAWARE1405 GREENHILL AVENUE
WILMINGTON,DE19806 		51-0345619   6,583       Save Historic Places
(127) HANDY CHAPEL INC1336 WHITE AVE
GRAND JUNCTION,CO81501 		84-1004064   6,375       Save Historic Places
(128) ARKANSAS DELTA BYWAYSPO BOX 2050
STATE UNIVERSITY,AR72467 		58-1722300   6,000       Save Historic Places
(129) RAVALI COUNTY MUSEUM THE BITTER ROOT VALLEY HIST SOC205 BEDFORD ST
HAMILTON,MT59840 		81-0370013   6,000       Save Historic Places
(130) SEATTLE CHINATOWN INTL PRESERVATION & DEVELOPMENT AUTHORITYPO BOX 3302 SUITE 200
SEATTLE,WA98114 		91-1645126   6,000       Save Historic Places
(131) WEEKSVILLE HERITAGE CENTERPO BOX 130
BROOKLYN,NY11213 		23-7330454   6,000       Save Historic Places
(132) MUSEUM OF AFRICAN AMERICAN HISTORY14 BEACON ST
STE 719
BOSTON,MA02108 		04-2429556   105,000       Save Historic Places
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
132
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
0
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
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 one year of the date of the disbursement. Grantees must submit a budget and state how the funds were used at the end of the project. If a funding match is required, proof of these receipts is required.
Schedule I (Form 990) 2011


Additional Data


Software ID: 11000129
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
2011
Open to Public Inspection
Name of the organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES
 
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 or provision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
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. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
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 Regulations 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) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(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 as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Stephanie Meeks (i)
(ii)		 376,118
0 		0
0 		2,992
0 		16,500
0 		17,785
0 		413,395
0 		9,415
0
(2) Paul Edmondson (i)
(ii)		 205,899
0 		0
0 		0
0 		9,677
0 		5,000
0 		220,576
0 		9,677
0
(3) Greg Coble - Partial Year (i)
(ii)		 146,067
0 		0
0 		125,000
0 		11,373
0 		7,541
0 		289,981
0 		11,373
0
(4) Rosemarie Rae Balla - Partial Year (i)
(ii)		 143,983
0 		0
0 		0
0 		0
0 		9,411
0 		153,394
0 		0
0
(5) David Brown (i)
(ii)		 285,186
0 		0
0 		0
0 		12,250
0 		23,509
0 		320,945
0 		13,820
0
(6) David Cooper (i)
(ii)		 188,176
0 		0
0 		0
0 		9,160
0 		1,440
0 		198,776
0 		9,160
0
(7) Terry Richey (i)
(ii)		 178,896
0 		0
0 		0
0 		0
0 		24,741
0 		203,637
0 		0
0
(8) James Schwartz (i)
(ii)		 149,911
0 		0
0 		0
0 		6,865
0 		3,984
0 		160,760
0 		0
0
(9) Sam Kilpatrick (i)
(ii)		 148,067
0 		0
0 		0
0 		7,512
0 		14,133
0 		169,712
0 		7,512
0
(10) Douglas Loesher (i)
(ii)		 136,929
0 		0
0 		0
0 		6,752
0 		7,333
0 		151,014
0 		0
0






Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 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 Travel for companions: Expenses were paid for one trip for the President's spouse and these expenses were treated as additional taxable income to the President.
SchJ_P01_S00_L03 Schedule J, Part I, Line 3 The National Trust did not rely on a related organization to establish the top management official's compensation, and the National Trust's top management official (President) received no compensation from a related organization.
SchJ_P01_S00_L08 Schedule J, Part I, Line 8 Terms of employment, including initial compensation, set in letter agreement upon hire of new President, effective June 13, 2010.
Schedule J (Form 990) 2011

Additional Data


Software ID: 11000129
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
2011
Open to Public Inspection
Name of the organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES
 
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) 2011
Schedule L (Form 990 or 990-EZ) 2011
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 See Schedule L, Part V, Statement 1   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
SchL_P04_S00_L00 Schedule L, Part IV Ongoing investment in equity firm in which husband is a partner. Investments are recommended by outside advisors and approved by the Investment Committee with full recusal of Trustee.
Schedule L (Form 990 or 990-EZ) 2011

Additional Data


Software ID: 11000129
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
2011
Open to Public Inspection
Name of the organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES
 
Employer identification number

53-0210807
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
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 44 552,412 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 ..        
17 Real estate—Other ...        
18 Collectibles ..... X 1 999 Auction
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
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 noncash
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) 2011
Schedule M (Form 990) 2011
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33 and whether the organization is reporting in Part I, column (b) the number of contributions, the number of items received, or a combination of both. 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) 2011
Additional Data


Software ID: 11000129
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
2011
Open to Public
Inspection
Name of the organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES
 
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 = 628,314 and Investments in subsidiaries = 10,395,207 for a total of 11,023,521.
F990_P06_S0A_L00 Form 990, Part VI, Section A The organization's bylaws delegates to an Executive Committee the authority to act on behalf of the full Board of Trustees between meetings of the Board.
F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 During the tax year, two members of the Corporation's board of trustees (J. Clifford Hudson and Jeffrey H. Schutz) also served together on the board of directors of the Sonic Corporation.
F990_P06_S0A_L04 Form 990, Part VI, Section A, Line 4 On June 16, 2012, the National Trust's Board of Trustees approved a comprehensive update of the organization's Bylaws. The principal substantive changes were as follows: (1) Membership: Simplified membership language, eliminated honorary memberships, clarified meeting language, authorized voting by mail or online; (2) Trustees: Clarified commencement of terms, clarified term limits, changed requirement that Fall meetings must be held at same time and place as annual membership meeting, clarified non-governing role of honorary trustees, increased from 6 to 12 minimum number to request special board meetings, required recusal for material conflicts, allowed notice by email, decreased time for notice of nominations to corporate secretary, eliminated process to allow some nominations to bypass Trusteeship and Governance Committee review and approval; (3) Committees: Specified standing committees, required all standing committee members to be current trustees, required rotation of committee chairs, required full board ratification of Executive Committee membership; (4) Officers: Clarified commencement of terms, clarified nomenclature for Vice Chairs, revised titles for Chief Financial and Administrative Officer and Chief Legal Officer, clarified that Chief Legal Officer also serves as Corporate Secretary.
F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 The National Trust for Historic Preservation in the United States is a member organization with 153,664 members.
F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a The Organization's members have the right to elect the members of the Board of Trustees (other than statutory ex-officio Trustees). Elections are conducted at an annual membership meeting, held in conjunction with an annual conference in the Fall.
F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b A copy of the Organization's 990 was provided to all members of the Organization's Board of Trustees before it was filed. The process for review was as follows: After preparation of the form by staff and reviewed by management, the draft 990 was reviewed at a special telephonic meeting of the Board's Audit Committee. The draft 990 was then made available to all board members (either digitally or in hard copy, depending on their preference). Two review sessions led by staff were held for Trustees on different dates, and all Trustees were encouraged to participate. Any changes following these reviews were again reviewed by the Audit Committee before the final 990 was filed. The draft 990 was also reviewed by the independent accounting firm KPMG.
F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c The Organization's conflict of interest policy is sent to board members once a year, with a disclosure form that asks Trustees to describe interest in or relationships with both for-profit and non-profit entities, and to describe any transactions (direct or indirect) with the Organization. Trustees are also required to disclose annually any business or family relationships with other Trustees and with Officers, and Key Employees of the Organization (identified by name), consistent with the disclosure obligation of Part VI, Line 2. Trustees are regularily reminded of their obligation under the policy to ensure that transactions (direct or indirect) are consistent with the policy, including the review process stated in the policy for potential transactions. The policy also provides a process for review of potential conflicts.
F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The Organization's Compensation Subcommittee of the Executive Committee reviews compensation of the President and top management staff (including Officers and Key Employees). All members of the Compensation Subcommittee are independent members of the Board of Trustees. The organization regularily engages with an independent consultant to prepare a compensation study and comparability analysis, and such information for the Officers and Key Employees is made available to the Compensation Subcommittee. The Compensation Subcommittee approves compensation of the President in advance and in writing. Compensation of the other Officers and Key Employees is reviewed by the Compensation Subcommittee, but is set by the President.
F990_P06_S0C_L17 Form 990, Part VI, Section C, Line 17 See Schedule O, Statement 2
F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The Organization makes digital copies of the Statutory Charter, Bylaws, Conflict of Interest Policy, Whistleblower Policy, Audit Committee Charter, Form 990, Form 990-T, and current Audited Finanaical Statements available on its website, http://www.preservationnation.org under "about us/governance." These documents are also made available to any person in hard copy upon request.
F990_P11_S00_L05 Form 990, Part XI, Line 5 Unrealized capital losses on investments (10,390,261) plus Adjustment to value of properties held for resale (1,863,100)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


Software ID: 11000129
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
2011
Open to Public Inspection
Name of the organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES
 
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 Development 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) 2011
Schedule R (Form 990) 2011
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 LLC

24 Commerce Street
Baltimore,MD21202
20-0590526 		Insurance Agency MD NTHP
  		Unrelated 65,359 0   No 65,321 Yes   0 %












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 7,086,202 12,388,683 100 %
(2) Heritage Travel Inc
1785 Massachusetts Avenue NW
Washington,DC20036
26-1983358 		Heritage Travel DC NTHP
  		C 59,549 0 100 %
(3) Charitable Remainder Unitrusts - 4 - NTHP
1785 Massachusetts Avenue NW
Washington,DC20036
 Charitable Trusts DC N/A
 T 0 0 0 %








Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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 related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property from related 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 105,440 Market Value
(2) Heritage Travel Inc

 a-iv 5,700 Market Value
(3) Heritage Travel Inc

 b 8,642,724 Market Value
(4) Heritage Travel Inc

 l 15,000 Market Value
(5) Heritage Travel Inc

 n 15,354 Market Value
(6) Heritage Travel Inc

 p 40,936 Market Value
(7) Heritage Travel Inc

 q 977,000 Market Value
(8) Heritage Travel Inc

 k 99,981 Market Value
(9) National Trust Community Investment Corporation

 l 92,667 Book Value
(10) National Trust Community Investment Corporation

 n 55,064 Book Value
(11) National Trust Community Investment Corporation

 p 339,772 Book Value
(12) National Trust Community Investment Corporation

 q 59,185 Book Value
(13) National Trust Community Investment Corporation

 r 1,872,448 Book Value
(14) National Trust Community Investment Corporation

 k 72,020 Book Value
(15) National Trust Insurance Services LLC

 r 21,000  
(16) NT CDFI Inc

 n 24,225 Book Value
(17) NT CDFI Inc

 p 83,600 Book Value
(18) NT CDFI Inc

 r 850,577 Book Value
(19) NT CDFI Inc

 e 210,743 Book Value
(20) National Trust Community Investment Corporation

 a-iii 390,825 Market Value
(21) National Trust Community Investment Corporation

 a-iv 152,190 Market Value
(22) National Trust Community Investment Corporation

 b 683,447 Book Value
(23) National Trust Community Investment Corporation

 d 243,328 Market Value
(24) National Trust Community Investment Corporation

 h 624,263 Book Value
(25) National Trust Insurance Services LLC

 d 6,655  
(26) National Trust Insurance Services LLC

 n 938  
(27) National Trust Insurance Services LLC

 p 4,262  
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(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 Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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
SchR_P04_S00_L00 Schedule R, Part IV On April 20, 2011, National Trust for Historic Preservation in the US (NTHP) reorganized two of its taxable corporate subsidiaries - Heritage Travel, Inc. (HTI) and National Trust Insurance Services, LLC (NTIS). NTHP contributed all of the stock of HTI (which was solvent at the time) to NTCIC in exchange for ten additional shares of NTCIC common stock. HTI then converted to a limited liability company with a single member, NTCIC (the LLC thus became a disregarded entity for federal income tax purposes). NTHP also contributed its 99% member interest in NTIS LLC to NTCIC.
Additional Data


Software ID: 11000129
Software Version: v1.00