Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 07-01-2022 , and ending 06-30-2023
BCheck if applicable:
CName of organization
NATIONAL TRUST FOR HISTORIC PRESERVATION
IN THE UNITED STATES
% DENISE WISE
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
600 14TH STREET NW Suite 500
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20005
D Employer identification number

53-0210807
E Telephone number

G Gross receipts $ 138,616,988
F Name and address of principal officer:
CAROL QUILLEN
600 14TH STREET NW500
WASHINGTON,DC20005
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
SAVINGPLACES.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
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: SEE SCHEDULE O.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 20
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 20
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 317
6 Total number of volunteers (estimate if necessary) ............. 6 726
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 2,289,120
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 63,345,381 63,104,275
9 Program service revenue (Part VIII, line 2g) ......... 3,883,904 3,921,341
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 22,112,475 9,819,898
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 4,699,928 6,794,494
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 94,041,688 83,640,008
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 8,756,331 13,395,063
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) 18,422,381 21,484,579
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 456,000 470,326
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet5,569,846    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 26,336,534 25,609,707
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 53,971,246 60,959,675
19 Revenue less expenses. Subtract line 18 from line 12....... 40,070,442 22,680,333
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 439,626,174 482,874,449
21 Total liabilities (Part X, line 26)............. 48,214,985 56,965,018
22 Net assets or fund balances. Subtract line 21 from line 20..... 391,411,189 425,909,431
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
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Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES PROTECTS SIGNIFICANT PLACES REPRESENTING OUR DIVERSE CULTURAL EXPERIENCES BY TAKING DIRECT ACTION AND INSPIRING BROAD PUBLIC SUPPORT.
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 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 $ 23,073,305 including grants of $ 12,801,599 ) (Revenue $ 118,318 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $ 18,947,606 including grants of $ 555,963 ) (Revenue $ 4,121,658 )
SEE SCHEDULE O
4c (Code:   ) (Expenses $ 6,692,799 including grants of $ 37,500 ) (Revenue $ 707,568 )
SEE SCHEDULE O
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet48,713,710
Form 990 (2021)
Form 990 (2021)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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 IClick to see attachment
List of Attached Documents:
// Content
.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
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
List of Attached Documents:
// Content
.........................
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
List of Attached Documents:
// Content
....
7
Yes
 
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; 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 IVClick to see attachment
List of Attached Documents:
// Content
..............
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
List of Attached Documents:
// Content
......
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, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
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 VIIClick to see attachment
List of Attached Documents:
// Content
.......
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 VIIIClick to see attachment
List of Attached Documents:
// Content
.......
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 IXClick to see attachment
List of Attached Documents:
// Content
............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
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 XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
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 and XII is optional Click to see attachment
List of Attached Documents:
// Content
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, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
List of Attached Documents:
// Content
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
List of Attached Documents:
// Content
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 I. See instructions. ....Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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...................Click to see attachment
List of Attached Documents:
// Content
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 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
List of Attached Documents:
// Content
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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
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), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I .... Click to see attachment
List of Attached Documents:
// Content
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.......................Click to see attachment
List of Attached Documents:
// Content
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment
List of Attached Documents:
// Content
...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment
List of Attached Documents:
// Content
.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
List of Attached Documents:
// Content
28a
Yes
 
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV..................... Click to see attachment
List of Attached Documents:
// Content
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
30
 
No
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............Click to see attachment
List of Attached Documents:
// Content
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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............. Click to see attachment
List of Attached Documents:
// Content
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 VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
413
b
Enter the number of Forms W-2G included on 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
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
317
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” to line 3b, 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, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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 as charitable contributions? ...
6a
Yes
 
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
Yes
 
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. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
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 or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
20
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
20
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
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 on Schedule O the process, if any, used by the organization to review this 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 on 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
Yes
 
If "Yes" to line 15a or 15b, describe the process on 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
AR , CA , FL , GA , HI , IL , KS , KY , MD , MA , MI , MN , MS , NH , NJ , NM , NY , NC , OR , PA , RI , SC , TN , UT , VA , WV , WI
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletDENISE WISE600 14TH ST NW SUITE 500   WASHINGTON,DC20005 (202) 588-6000
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 the 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, Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) PAUL EDMONDSON......................................................................
PRESIDENT & CEO
 39.0
.................
1.0 		    X       468,630 0 15,262
(2) KATHERINE MALONE-FRANCE......................................................................
CHIEF PRESERVATION OFFICER
 40.0
.................
0.0 		      X     289,235 0 21,471
(3) THOMPSON M MAYES......................................................................
CHIEF LEGAL OFCR & SECRETARY
 40.0
.................
0.0 		    X       251,913 0 24,958
(4) ANN MCELWAIN......................................................................
CHIEF DEVELOPMENT OFFICER
 40.0
.................
0.0 		      X     266,331 0 6,940
(5) LAURA BRACIS......................................................................
CHIEF FINANCIAL OFFICER
 40.0
.................
0.0 		    X       251,398 0 19,115
(6) TABITHA ALMQUIST......................................................................
CHIEF ADMINISTRATIVE OFFICER
 40.0
.................
0.0 		      X     236,313 0 11,367
(7) MATTHEW MONTGOMERY......................................................................
CHIEF MARKETING OFFICER
 40.0
.................
0.0 		      X     237,652 0 8,313
(8) DEMOND LEGGS......................................................................
EXEC DIR, AACHAF & SR VP, NTHP
 40.0
.................
0.0 		        X   221,622 0 20,316
(9) DENISE WISE......................................................................
VP OF FINANCE & CONTROLLER
 40.0
.................
0.0 		        X   198,448 0 22,212
(10) MARIANNA KNIGHT......................................................................
VP, HUMAN RESOURCES
 40.0
.................
0.0 		        X   198,703 0 10,126
(11) SUSAN LATTANZI......................................................................
VP, IT & REAL ESTATE
 40.0
.................
0.0 		        X   185,875 0 18,249
(12) HILARY BAAR......................................................................
VP, ANNUAL GIVING
 40.0
.................
0.0 		        X   183,795 0 17,861
(13) ROSS M BRADFORD......................................................................
ASSISTANT CORPORATE SECRETARY
 40.0
.................
0.0 		    X       161,013 0 16,364
(14) JAY C CLEMENS......................................................................
TRUSTEE, CHAIR
 2.0
.................
0.0 		X   X       0 0 0
(15) MARTHA NELSON......................................................................
TRUSTEE, VICE CHAIR
 2.0
.................
0.0 		X   X       0 0 0
(16) PHOEBE TUDOR......................................................................
TRUSTEE, VICE CHAIR
 2.0
.................
0.0 		X   X       0 0 0
(17) WILLIAM BATES......................................................................
TRUSTEE
 2.0
.................
0.0 		X           0 0 0
Form 990 (2021)
Form 990 (2021)
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 (list any hours for related organizations below dotted line) 		(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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) CHRISTINA LEE BROWN........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(19) ELIZABETH KIRKLAND CAHILL........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(20) SAM DIXON........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(21) DAMIEN DWIN........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(22) TRACY FRIST........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(23) ALISON K HOAGLAND........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(24) SHELLEY I HOON KEITH........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(25) CH RANDOLPH LYON........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(26) JENNIFER SKYLER........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(27) G JACKSON TANKERSLEY JR........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(28) ROBERT JOSEPH VILA........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(29) KAYWIN FELDMAN........................................................................
EX OFFICIO TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(30) SAMANTHA KLEIN FRANK........................................................................
EX OFFICIO TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(31) KJI KELLY........................................................................
EX OFFICIO TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(32) DAVID SCOTT PARKER........................................................................
EX OFFICIO TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(33) JOSEPH E QUINATA........................................................................
EX OFFICIO TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(34) CHARLES F SAMS III........................................................................
EX OFFICIO TRUSTEE
 2.0
.......................0.0 		X           0 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 3,150,928 0 212,554
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet57
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
DATAPRISE INC,
PO BOX 22645
NEW YORK,NY10087 		IT SERVICES 373,097
EIDOLON COMMUNICATIONS INC,
15 MAIDEN LANE SUITE 1401
NEW YORK,NY10038 		FUNDRAISING SERVICES 289,550
INTERACTIVE STRATEGIES,
1133 CONNECTICUT AVENUE NW SUITE 6
WASHINGTON,DC20036 		DIGITAL MARKETING 252,234
BDO USA,
8401 GREENSBORO DRIVE SUITE 800
MCLEAN,VA22102 		AUDIT & TAX SERVICES 250,627
CORBAN ONESOURCE LLC,
235 3RD STREET SOUTH SUITE 300
ST PETERSBURG,FL33701 		PAYROLL SERVICES 191,942
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet8
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a 10,322
b Membership dues..1b  
c Fundraising events..1c 4,836,483
d Related organizations1d  
e Government grants (contributions)1e 2,734,254
f All other contributions, gifts, grants, and similar amounts not included above1f 55,523,216
g Noncash contributions included in lines 1a - 1f:$ 1g 809,044
h Total. Add lines 1a-1f.......MediumBullet 63,104,275
Program Service RevenueAmt Business Code
2a ADMISSION AND SPECIAL EVENTS 900099 2,746,163 2,031,549 714,614  
b REIMBURSEMENT OF EXPENSES 900099 459,770 459,770    
c CONTRACT SERVICES/COMMISSIONS 900099 307,634 307,634    
d ADVERTISING 541800 407,774   407,774  
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 3,921,341
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 3,377,258   628,060 2,749,198
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 1,092,274   329,164 763,110
(ii) Personal (i) Real
6a Gross rents   3,803,461 6a
b Less: rental expenses   1,943,005 6b
c Rental income or (loss) 0 1,860,456 6c
d Net rental income or (loss).......MediumBullet 1,860,456     1,860,456
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   58,961,469 7a
b Less: cost or other basis and sales expenses   52,518,829 7b
c Gain or (loss)   6,442,640 7c
d Net gain or (loss).........MediumBullet 6,442,640     6,442,640
8a Gross income from fundraising events (not including $ 4,836,483of contributions reported on line 1c). See Part IV, line 18 ....
8a 126,310
b Less: direct expenses ... 8b 254,494
c Net income or (loss) from fundraising events..MediumBullet -128,184   -128,184
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities..MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances ..
10a 537,128
b Less: cost of goods sold .. 10b 260,652
c Net income or (loss) from sales of inventory..MediumBullet 276,476   209,508 66,968
Business Code Miscellaneous Revenue
11a EQUITY INTEREST IN SUBSIDIARIES 900099 2,570,147     2,570,147
b EARNINGS ALLOCATED TO ENDOWMENTS HELD FOR OTHERS 900099 973,343     973,343
c SALE OF PROPERTY 900099 40,986     40,986
d All other revenue .... 108,996     108,996
e Total. Add lines 11a–11d ...... MediumBullet 3,693,472
12 Total revenue. See instructions.....MediumBullet 83,640,008 2,798,953 2,289,120 15,447,660
Form 990 (2021)
Form 990 (2021)
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).Check if Schedule O contains a response or note to any line 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 domestic organizations and domestic governments. See Part IV, line 21 .... 13,235,063 13,235,063
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 160,000 160,000
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 0  
4 Benefits paid to or for members ....... 0  
5 Compensation of current officers, directors, trustees, and key employees ........... 2,646,694 1,057,526 863,778 725,390
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      
7 Other salaries and wages........ 15,553,807 11,469,318 1,936,285 2,148,204
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 614,145 468,777 75,034 70,334
9 Other employee benefits ....... 1,371,276 962,385 232,966 175,925
10 Payroll taxes ........... 1,298,657 880,786 242,681 175,190
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 319,411 26,985 283,844 8,582
c Accounting ........... 285,772 13,650 272,122  
d Lobbying ........... 27,000 27,000    
e Professional fundraising services. See Part IV, line 17 470,326 470,326
f Investment management fees ...... 689,866 605,950 83,916  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 3,411,355 2,362,036 752,234 297,085
12 Advertising and promotion .... 0      
13 Office expenses ....... 483,879 208,464 249,752 25,663
14 Information technology ...... 1,434,820 1,091,893 205,674 137,253
15 Royalties .. 0      
16 Occupancy ........... 2,533,433 2,010,420 168,345 354,668
17 Travel ............ 714,796 539,803 63,389 111,604
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 202,184 202,184    
20 Interest ........... 224,310 49,567 174,743  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 781,855 606,315 94,229 81,311
23 Insurance ... 1,116,414 897,567 218,847  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a REAL ESTATE 5,369,629 5,369,629    
b LOSS ON LEASE 525,021   525,021  
c PRINTING 2,084,799 1,864,685 2,724 217,390
d POSTAGE 1,572,013 1,351,809 8,887 211,317
e All other expenses 3,833,150 3,251,898 221,648 359,604
25 Total functional expenses. Add lines 1 through 24e 60,959,675 48,713,710 6,676,119 5,569,846
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 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 0 1 0
2 Savings and temporary cash investments ......... 17,427,779 2 6,933,556
3 Pledges and grants receivable, net ...... 17,276,398 3 16,363,668
4 Accounts receivable, net ............. 4,320,217 4 9,615,135
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 521,000 7 374,197
8 Inventories for sale or use ............ 474,489 8 553,813
9 Prepaid expenses and deferred charges ...... 596,042 9 555,260
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 14,582,632
b Less: accumulated depreciation 10b 8,352,603 6,982,623 10c 6,230,029
11 Investments—publicly traded securities . 71,412,847 11 99,169,516
12 Investments—other securities. See Part IV, line 11 ..... 319,511,360 12 334,197,752
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 1,103,419 15 8,881,523
16 Total assets. Add lines 1 through 15 (must equal line 33)... 439,626,174 16 482,874,449
Liabilities 17 Accounts payable and accrued expenses ..... 10,000,312 17 3,920,352
18 Grants payable ... 8,080,676 18 10,895,536
19 Deferred revenue ......... 5,863,965 19 5,577,242
20 Tax-exempt bond liabilities ......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 1,249,365 23 1,227,045
24 Unsecured notes and loans payable to unrelated third parties .. 5,000,000 24 2,500,000
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 18,020,667 25 32,844,843
26 Total liabilities. Add lines 17 through 25.. 48,214,985 26 56,965,018
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 110,127,222 27 116,342,446
28 Net assets with donor restrictions ........... 281,283,967 28 309,566,985
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 391,411,189 32 425,909,431
33 Total liabilities and net assets/fund balances ........ 439,626,174 33 482,874,449
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
83,640,008
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
60,959,675
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
22,680,333
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
391,411,189
5
Net unrealized gains (losses) on investments ...............
5
12,755,056
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-937,147
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
425,909,431
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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 on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2021)
Form 990 (2021)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 2
Part II
Support Schedule for Organizations Described in Sections 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 failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 39,485,669 54,853,482 45,766,893 63,345,381 63,104,275 266,555,700
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 39,485,669 54,853,482 45,766,893 63,345,381 63,104,275 266,555,700
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) .. 82,587,989
6 Public support. Subtract line 5 from line 4. 183,967,711
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
7 Amounts from line 4.. 39,485,669 54,853,482 45,766,893 63,345,381 63,104,275 266,555,700
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 9,476,417 2,286,916 8,611,236 4,179,872 7,055,798 31,610,239
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. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 452,538 410,818 101,272 158,328 149,981 1,272,937
11 Total support. Add lines 7 through 10 299,438,876
12
12
21,769,526
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
61.438 %
15
15
62.308 %
16a
33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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 on 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 VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2022 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2022 		(iii)
Distributable
Amount for 2022
1 Distributable amount for 2022 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2022:
a From 2017.......  
b From 2018.......  
c From 2019.......  
d From 2020.......  
e From 2021.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2022 distributable amount  
i Carryover from 2017 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2022 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2022 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2022, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2022. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2023. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2018.....  
b Excess from 2019.....  
c Excess from 2020.....  
d Excess from 2021.....  
e Excess from 2022.....  
Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2022


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the 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 isn't covered by the General Rule and/or the Special Rules doesn't 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 its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
NATIONAL TRUST FOR HISTORIC PRESERVATION
IN THE UNITED STATES 		Employer identification number
53-0210807
Part I
Contributors
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


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
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) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
NATIONAL TRUST FOR HISTORIC PRESERVATION
IN THE UNITED STATES 		Employer identification number

53-0210807
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2022)
Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), 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. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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) ...................... 88,763  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................ 161,314  
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 250,077  
d Other exempt purpose expenditures ............................................................................... 60,709,598  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 60,959,675  
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-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) Total
2a Lobbying nontaxable 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 354,883 254,759 248,251 250,077 1,107,970
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 78,660 38,729 58,239 88,763 264,391
Schedule C (Form 990) 2021


Schedule C (Form 990) 2021
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 on 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
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990) 2021


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on 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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 6 1
2 Aggregate value of contributions to (during year) 10,000 0
3 Aggregate value of grants from (during year) 358,862 7,541
4 Aggregate value at end of year ........ 7,954,800 186,826
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" on 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 131
b Total acreage restricted by conservation easements .................... 2b 953.00
c Number of conservation easements on a certified historic structure included in (a) ..... 2c 110
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d 5
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 Bullet27
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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet3658.00
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $ 205,807
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB 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)
Revenue included on 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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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" on 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 XIII 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, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on 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 .... 297,729,719 336,519,087 252,274,995 249,492,859 271,911,308
b Contributions ... 4,189,950 14,493,119 4,959,759 6,128,185 4,021,401
c Net investment earnings, gains, and losses 20,928,055 -40,512,414 91,713,667 8,893,946 10,503,482
d Grants or scholarships ... 1,437,361 1,376,538 1,297,860 1,264,073 1,236,088
e Other expenditures for facilities
and programs ... 		8,566,234 8,301,486 8,860,037 8,627,772 10,674,984
f Administrative expenses .... 3,489,603 3,092,049 2,271,437 2,348,150 25,032,260
g End of year balance ...... 309,354,526 297,729,719 336,519,087 252,274,995 249,492,859
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet32.000 %
b
Permanent endowment SchDMd Bullet54.000 %
c
Term endowment SchDMd Bullet14.000 %
The percentages on 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" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. 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 .....      
b Buildings .... 0 6,714,477 2,473,415 4,241,062
c Leasehold improvements 0 3,272,311 2,091,870 1,180,441
d Equipment .... 0 4,595,844 3,787,318 808,526
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 6,230,029
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. 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.........    
(2) Closely-held equity interests........    
(3) Other
(A) INVESTMENT IN SUBSIDIARIES		 19,494,938 C

(B) OTHER NON-PUBLIC INVESTMENTS		 314,702,814 F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 334,197,752
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 32,844,843
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 96,457,326
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 12,755,056
b Donated services and use of facilities ......... 2b 1,174,130
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -422,002
e Add lines 2a through 2d ..................... 2e 13,507,184
3 Subtract line 2e from line 1.................. 3 82,950,142
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 689,866
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 689,866
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 83,640,008
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 61,959,085
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 1,174,130
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 515,146
e Add lines 2a through 2d.................... 2e 1,689,276
3 Subtract line 2e from line 1................... 3 60,269,809
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 689,866
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c 689,866
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 60,959,675
Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
SCHEDULE D, PART II, LINE 4: NUMBER OF STATES WHERE PROPERTIES SUBJECT TO CONSERVATION EASEMENTS ARE LOCATED WAS 26 PLUS THE DISTRICT OF COLUMBIA FOR A TOTAL OF 27.
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 ALSO HAS STANDARD OPERATING PROCEDURES TO PROVIDE GUIDANCE TO THE ORGANIZATION'S STAFF ON THE PROCEDURES FOR ADMINISTERING ITS EASEMENT PROGRAM. 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.
SCHEDULE D, PART II, LINE 9: EXPENSES RELATING TO THE ADMINISTRATION OF THE NATIONAL TRUST'S EASEMENT PROGRAM ARE INCLUDED AS PROGRAM-RELATED EXPENSES ON THE STATEMENT OF FUNCTIONAL EXPENSES. THE VALUE OF EASEMENTS IS NOT INCLUDED ON THE STATEMENT OF FINANCIAL POSITION.
SCHEDULE D, PART III, LINE 1A: THE TRUST'S MUSEUM COLLECTION INCLUDES HISTORIC SITES, STRUCTURES, LANDSCAPES AND OBJECTS THAT ARE AVAILABLE TO THE PUBLIC OR HELD FOR THAT PURPOSE. IT ACQUIRES ITS COLLECTION BY PURCHASE OR BY DONATION. THE TRUST'S COLLECTIONS MANAGEMENT POLICY INCLUDES GUIDANCE ON THE DOCUMENTATION, PRESERVATION, CARE, AND MANAGEMENT OF THE COLLECTIONS AND PROCEDURES RELATED TO THE ACCESSION AND DEACCESSION OF COLLECTION ITEMS. IN CONFORMITY WITH THE PRACTICE GENERALLY FOLLOWED BY MUSEUMS, NO VALUE IS ASSIGNED TO THE COLLECTIONS IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. THE HISTORIC SITES, INCLUDING OBJECTS AND FURNISHINGS, OWNED BY THE TRUST WITH THE INTENT OF RETENTION ARE NOT REPORTED IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECOGNIZED AS REDUCTIONS IN UNRESTRICTED NET ASSETS IN THE PERIOD OF ACQUISITION. PER THE TRUST'S COLLECTIONS MANAGEMENT POLICY AND FOLLOWING PROFESSIONAL STANDARDS AND GUIDELINES, PROCEEDS FROM DEACCESSIONS OF COLLECTION ITEMS ARE DESIGNATED FOR THE REPLENISHMENT OR CARE OF OTHER OBJECTS WITHIN THE MUSEUM COLLECTION AND THE PRESERVATION OF HISTORIC STRUCTURES OR HISTORIC LANDSCAPE FEATURES THAT ARE PART OF THE HISTORIC STRUCTURES AND LANDSCAPES COLLECTION. EXPENDITURES FOR RESTORATION, STABILIZATION, RECONSTRUCTION, AND DEVELOPMENT ARE CHARGED TO EXPENSE AS INCURRED.
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.
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 NATIONAL TRUST'S CHARITABLE AND EDUCATIONAL PROGRAMS AND ACTIVITIES.
SCHEDULE D, PART X, LINE 2: THE TRUST ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES (ASC 740), WHICH 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 TRUST DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS. THE TRUST IS STILL OPEN TO EXAMINATION BY TAXING AUTHORITIES FROM FISCAL YEAR ENDED JUNE 30, 2020 FORWARD. THE NATIONAL TRUST IS A SECTION 501(C)(3) ORGANIZATION EXEMPT FROM INCOME TAX AS PROVIDED UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS TAXABLE INCOME IS SUBJECT TO INCOME TAX.
SCHEDULE D, PART XI, LINE 2D: ADJUSTMENT OF PLEDGE RECEIVABLE: $ (937,148) COST OF GOODS SOLD: $ 260,652 SPECIAL EVENT EXPENSE: $ 254,493 TOTAL: $ (422,002)
SCHEDULE D, PART XII, LINE 2D: COST OF GOODS SOLD: $ 260,652 FUNDRAISING EXPENSE: $ 254,493 TOTAL: $ 515,146
Schedule D (Form 990) 2021


Additional Data


Software ID:  
Software Version:  




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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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" on 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. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, 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 the region		 (f) Total expenditures
for and investments
in the region
Central America and the Caribbean 0 0 Investments   125,159,717
Europe (Including Iceland and Greenland) 0 0 Investments   374,683
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 125,534,400
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 0 0 125,534,400
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated 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 noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
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
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated 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
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
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, Return by a U.S. Transferor of Property to a Foreign Corporation (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 separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
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, Information 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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 5
Part V
Supplemental Information
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.
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2022
Additional Data


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SCHEDULE G (Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on 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 arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
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 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(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
INTERACTIVE STRATEGIES
1133 CONNECTICUT AVE STE 600
 
WASHINGTON, DC20036 		ONLINE FUNDRAISING   No   254,326 -254,326
EIDOLON COMMUNICATIONS INC
15 MAIDEN LANE SUITE 1401
 
NEW YORK, NY10038 		DIRECT MARKETING   No   216,000 -216,000
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow   470,326 -470,326
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) 2022
Schedule G (Form 990) 2022
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.









VerticalRevenue
(a) Event #1

Art Auction
(event type) 		(b) Event #2

GLASS HOUSE
(event type) 		(c) Other events

3
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
4,399,253
433,945
129,595
4,962,793

2
Less: Contributions . . . .
4,399,253
389,750
47,480
4,836,483
3 Gross income (line 1 minus
line 2) . . . . . .
 
44,195
82,115
126,310



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . .   166,234 88,260 254,494
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 254,494
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -128,184
Part III
Gaming. Complete if the organization answered "Yes" on 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
Noncash 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. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct 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:
 
Schedule G (Form 990) 2022
Schedule G (Form 990) 2022
Page 3
11
Does the organization conduct 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? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter 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 of the third party:
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
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
SCHEDULE G, PART II, EVENT TYPE: (C) OTHER EVENT: LYNDHURST/FARNSWORTH/WOODLAWN EVENTS
Schedule G (Form 990) 2022
Additional Data


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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC 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
noncash assistance		 (h) Purpose of grant
or assistance
(1) ASSN FOR THE PRESERV OF THE CONGRESSIONAL
1801 E STREET SE
WASHINGTON,DC20003 		52-1071828 501(C)(3) 536,660       HISTORIC PRESERVATION
(2) FIRST BAPTIST CHURCH ASHEVILLE
5 OAK STREET
ASHEVILLE,NC28801 		56-0554211 501(C)(3) 250,000       HISTORIC PRESERVATION
(3) HERITAGE FUND BARTHOLOMEW
538 FRANKLIN STREET
COLUMBUS,IN47201 		35-1343903 501(C)(3) 250,000       HISTORIC PRESERVATION
(4) LAFAYETTE AVE PRESBYTERIAN
85 S OXFORD STREET
BROOKLYN,NY11238 		11-1633515 501(C)(3) 250,000       HISTORIC PRESERVATION
(5) OLD PINE STREET CHURCH
412 PINE STREET
PHILADELPHIA,PA19106 		23-2631389 501(C)(3) 250,000       HISTORIC PRESERVATION
(6) ST PAUL'S CHURCH
310 MONTGOMERY STREET
SYRACUSE,NY13202 		15-0532151 501(C)(3) 250,000       HISTORIC PRESERVATION
(7) BURK'S CHAPEL AME CHURCH
635 OHIO STREET
PADUCAH,KY42003 		61-1136913 501(C)(3) 200,000       HISTORIC PRESERVATION
(8) CONGREGATIONAL CHURCH OF CHRISTIAN FLLWSHP
2085 SOUTH HOBART
LOS ANGELES,CA90018 		95-2111152 501(C)(3) 200,000       HISTORIC PRESERVATION
(9) HISTORIC BROWN CHAPEL AME
117 LANDLINE ROAD
SELMA,AL36701 		27-0790354 501(C)(3) 200,000       HISTORIC PRESERVATION
(10) OLD SHIP AME ZION CHURCH
483 HOLCOMBE STREET
MONTGOMERY,AL36104 		63-0988510 501(C)(3) 200,000       HISTORIC PRESERVATION
(11) PLEASANT STREET CIVIL RIGHTS & CULTURAL ARTS CENTE
5429 SW 89TH STREET
OCALA,FL34476 		87-1523824 501(C)(3) 200,000       HISTORIC PRESERVATION
(12) SIXTEENTH STREET BAPTIST CHURCH INC
1530 SIXTH AVENUE N
BIRMINGHAM,AL35203 		63-0397962 501(C)(3) 200,000       HISTORIC PRESERVATION
(13) SCOTLAND AFRICAN METHODIST ZION CHURCH
10902 SEVEN LOCKS ROAD
POTOMAC,MD20850 		52-1759384 501(C)(3) 200,000       HISTORIC PRESERVATION
(14) VARICK MEMORIAL AFRICAN METHODIST CHURCH
806 QUINCY STREET
BROOKLYN,NY11221 		74-3202146 501(C)(3) 200,000       HISTORIC PRESERVATION
(15) FIRST BRYAN BAPTIST CHURCH
575 W BRYAN STREET
SAVANNAH,GA31401 		58-1224414 501(C)(3) 175,000       HISTORIC PRESERVATION
(16) FILOLI CENTER INC
86 CANADA ROAD
WOODSIDE,CA94062 		95-2996648 501(C)(3) 162,800       HISTORIC PRESERVATION
(17) FIRST BAPTIST CHURCH OF HAYNEVILLE INC
361 PINE STREET
HAYNEVILLE,AL36040 		63-1217915 501(C)(3) 160,000       HISTORIC PRESERVATION
(18) HUALAPAI TRIBE
941 HUALAPAI WAY
PEACH SPRINGS,AZ86434 		86-0092282 501(C)(3) 158,000       HISTORIC PRESERVATION
(19) BIG NFP
6011 S ST LAWRENCE
CHICAGO,IL60637 		45-2453557 501(C)(3) 153,278       HISTORIC PRESERVATION
(20) ANNE SPENSER HOUSE
1313 PIERCE STREET
LYNCHBURG,VA24501 		52-1470973 501(C)(3) 150,000       HISTORIC PRESERVATION
(21) BROWN CHAPEL AME
1400 BOYLE STREET
PITTSBURGH,PA15212 		25-1899818 501(C)(3) 150,000       HISTORIC PRESERVATION
(22) CITY OF CHICAGO DEPT OF PLANNING & DEVELOP
121 NORTH LASALLE
CHICAGO,IL60620 		36-6005820 GOVERNMENT 150,000       HISTORIC PRESERVATION
(23) CORY UNITED METHODIST CHURCH
1117 E 105TH STREET
CLEVELAND,OH44108 		34-6004310 501(C)(3) 150,000       HISTORIC PRESERVATION
(24) SECOND BAPTIST CHURCH (CA)
2412 GRIFFITH AVENUE
LOS ANGELES,CA90011 		95-6002905 501(C)(3) 150,000       HISTORIC PRESERVATION
(25) TACOMA CITY ASSOC OF COLORED WOMEN INC
2316 YAKIMA AVENUE
TACOMA,WA98405 		91-0871113 501(C)(3) 150,000       HISTORIC PRESERVATION
(26) THE FIRST AFRICAN BAPTIST CHURCH
601 NEW STREET
BEAUFORT,SC29902 		57-1019152 501(C)(3) 150,000       HISTORIC PRESERVATION
(27) BILLY WEBB ELKS LODGE #1050
6 N TILLAMOOK STREET
PORTLAND,OR97211 		80-0501574 501(C)(3) 140,000       HISTORIC PRESERVATION
(28) STILLMAN COLLEGE
3601 STILLMAN BLVD
TUSCALOOSA,AL35401 		63-0315935 501(C)(3) 135,000       HISTORIC PRESERVATION
(29) ASBURY PARK-AFRICAN AMERICAN
1403 3RD AVE
ASBURY PARK,NE07712 		83-2203838 501(C)(3) 125,000       HISTORIC PRESERVATION
(30) CENTRAL PRESBYTERIAN CHURCH
70 MAPLE STREET
SUMMIT,NJ07901 		22-1494432 501(C)(3) 125,000       HISTORIC PRESERVATION
(31) HISTORIC SHILOH MISSIONARY BAPTIST CHURCH
7 SHILOH ROAD
NOTASULGA,AL36866 		62-1323460 501(C)(3) 120,000       HISTORIC PRESERVATION
(32) THE WHITNEY INSTITUTE
5099 HIGHWAY 18
WALLACE,LA70049 		47-4417039 501(C)(3) 100,825       HISTORIC PRESERVATION
(33) CITY OF BELTON TEXAS
PO BOX 120
BELTON,TX76513 		74-6000356 GOVERNMENT 100,000       HISTORIC PRESERVATION
(34) DETROIT SOUND CONSERVANCY
440 BURROUGHS SUITE 195
DETROIT,MI48202 		47-1039285 501(C)(3) 100,000       HISTORIC PRESERVATION
(35) DEVELOP LOUISVILLE
444 S 5TH STREET
LOUISVILLE,KY40202 		32-0049006 501(C)(3) 100,000       HISTORIC PRESERVATION
(36) EBENEZER AME ZION
1716 23RD AVENUE
SEATTLE,WA98122 		23-7265871 501(C)(3) 100,000       HISTORIC PRESERVATION
(37) EBENEZER MISSIONARY BAPTIST
4501 S VINCENNES AVENUE
CHICAGO,IL60653 		36-2423240 501(C)(3) 100,000       HISTORIC PRESERVATION
(38) FOUNDATION APPALACHIAN OH
35 PUBLIC SQUARE
NELSONVILLE,OH45764 		31-1620483 501(C)(3) 100,000       HISTORIC PRESERVATION
(39) HOLY AID AND COMFORT SPIRITUAL CHURCH
1644 N VILLERE ST
NEW ORLEANS,LA70116 		36-4658770 501(C)(3) 100,000       HISTORIC PRESERVATION
(40) LET FREEDOM RING FOUNDATION
727 SCOTLAND STREET
WILLIAMSBURG,VA23185 		83-1053673 501(C)(3) 100,000       HISTORIC PRESERVATION
(41) MANZANOLA UNITED METHODIST
PO BOX 32
MANZANOLA,CO81058 		34-1980209 501(C)(3) 100,000       HISTORIC PRESERVATION
(42) OKAHUMPKA COMMUNITY CLUB
PO BOX 174
OKAHUMPKA,FL34762 		26-4286119 501(C)(3) 100,000       HISTORIC PRESERVATION
(43) PROJECT ROW HOUSES
PO BOX 1011
HOUSTON,TX77251 		76-0411778 501(C)(3) 100,000       HISTORIC PRESERVATION
(44) REEDY CHAPEL AME CHURCH
PO BOX 16047
GALVESTON,TX77552 		76-0328755 501(C)(3) 100,000       HISTORIC PRESERVATION
(45) ST JAMES AME CHURCH
419 S 8TH STREET
MAYFIELD,KY42066 		62-1421651 501(C)(3) 100,000       HISTORIC PRESERVATION
(46) ST RITA CATHOLIC CHURCH
1733 DR ANDREW AVE
INDIANAPOLIS,IN46202 		35-0869038 501(C)(3) 100,000       HISTORIC PRESERVATION
(47) ST STEPHEN AME CHURCH
501 RED CROSS STREET
WILMINGTON,NC28401 		56-6146372 501(C)(3) 100,000       HISTORIC PRESERVATION
(48) WESLEY TEMPLE AME ZION CHURCH
104 NORTH PROSPECT STREET
AKRON,OH44304 		34-1973064 501(C)(3) 100,000       HISTORIC PRESERVATION
(49) WHIRLWIND JOHNSON FOUNDATION
PO BOX 6293
RICHMOND,VA23230 		47-2482919 501(C)(3) 100,000       HISTORIC PRESERVATION
(50) JAMES WELDON JOHNSON
101 ALFORD ROAD
EAT BARRINGTON,MA01230 		81-2932928 501(C)(3) 96,000       HISTORIC PRESERVATION
(51) MISSISSIPPI HERITAGE TRUST
PO BOX 577
JACKSON,MS39205 		58-2020318 501(C)(3) 94,000       HISTORIC PRESERVATION
(52) SHAW UNIVERSITY
118 E SOUTH STREET
RALEIGH,NC27601 		56-0530235 501(C)(3) 90,000       HISTORIC PRESERVATION
(53) CLIVEDEN INC
6401 GERMANTOWN AVE
PHILADELPHIA,PA19144 		23-2232675 501(C)(3) 88,096       HISTORIC PRESERVATION
(54) EAST MOUNT ZION BAPTIST
9990 EUCLID AVENUE
CLEVELAND,OH44106 		34-1432055 501(C)(3) 85,000       HISTORIC PRESERVATION
(55) MONTPELIER FOUNDATION
PO BOX 67
MONTPELIER STATION,VA22957 		31-1620682 501(C)(3) 83,527       HISTORIC PRESERVATION
(56) HALLTOWN MEMORIAL CHAPEL ASSOCIATION
RURAL ROUTE 230
HALLTOWN,WV23414 		55-0773244 501(C)(3) 80,000       HISTORIC PRESERVATION
(57) WILLIAMS DUMAS BUILDING REST
707 FRANKLIN ST
NATCHEZ,MI39120 		87-3574800 501(C)(3) 80,000       HISTORIC PRESERVATION
(58) ANYONE CAN FLY FOUNDATION
127 JONES ROAD
ENGLEWOOD,NJ07631 		22-3762980 501(C)(3) 75,000       HISTORIC PRESERVATION
(59) HISTORIC KAPPA HOUSE
PO BOX 90473
WASHINGTON,DC20090 		53-0205684 501(C)(3) 75,000       HISTORIC PRESERVATION
(60) HISTORIC PRESERVATION CORP
1124 S 18TH STREET
CENTERVILLE,IA52544 		42-1471954 501(C)(3) 75,000       HISTORIC PRESERVATION
(61) LEE HAVEN UNITED METHODIST CHURCH
413 BLACKBIRD LANDING
TOWNSEND,DE19734 		51-0336941 501(C)(3) 75,000       HISTORIC PRESERVATION
(62) LOUIS ARMSTRONG HOUSE
34-56 107TH STREET
CORONA,NY11368 		26-4178283 501(C)(3) 75,000       HISTORIC PRESERVATION
(63) ROBERTS CHAPEL CHURCH & BURIAL ASSOCIATION
PO BOX 561
NOBLESVILLE,IN46061 		35-1595534 501(C)(3) 75,000       HISTORIC PRESERVATION
(64) PRESIDENT LINCOLN'S COTTAGE
3700 NCAPITOL STREET
WASHINGTON,DC20011 		47-1453864 501(C)(3) 61,758       HISTORIC PRESERVATION
(65) LATINOS IN HERITAGE CONSERVATION
5349 S GILA AVENUE
TUCSON,AZ85746 		84-3204802 501(C)(3) 60,000       HISTORIC PRESERVATION
(66) ROUTE 66 ROAD AHEAD
114 SW ARCH STREET
ATLAUTA,IL61723 		81-3387871 501(C)(3) 60,000       HISTORIC PRESERVATION
(67) NEW BERN PRESERVATION
510-B POLLOCK STREET
NEW BERN,NC28563 		23-7276105 501(C)(3) 59,000       HISTORIC PRESERVATION
(68) PRESERVATION PENNSYLVANIA INC
257 NORTH STREET
HARRISBURG,PA17101 		23-2219097 501(C)(3) 55,957       HISTORIC PRESERVATION
(69) CLEVELAND RESTORATION SOCIETY
3751 PROSPECT AVENUE
CLEVELAND,OH44115 		23-7218767 501(C)(3) 55,000       HISTORIC PRESERVATION
(70) OLD SARDIS REVITALIZATION CDC
1240 4TH STREET N
BIRMINGHAM,AL35204 		46-1532435 501(C)(3) 55,000       HISTORIC PRESERVATION
(71) SOUTH SIDE COMMUNITY ART CTR
3831 S MICHIGAN AVENUE
CHICAGO,IL60653 		23-7359897 501(C)(3) 55,000       HISTORIC PRESERVATION
(72) BALL STATE UNIVERSITY
2000 W UNIVERSITY AVENUE
MUNCIE,IN47306 		35-6000221 501(C)(3) 50,000       HISTORIC PRESERVATION
(73) BRUCEMORE INC
2160 LINDEN DR SE
CEDAR RAPIDS,IA52403 		42-1170531 501(C)(3) 50,000       HISTORIC PRESERVATION
(74) BUFFALO SOLDIERS NATIONAL MUSEUM
3816 CAROLINE STREET
HOUSTON,TX77004 		76-0658661 501(C)(3) 50,000       HISTORIC PRESERVATION
(75) CHUBB CHAPEL UNITED METHODIST
PO BOX 771
CAVE SPRING,GA30124 		58-2220861 501(C)(3) 50,000       HISTORIC PRESERVATION
(76) CITY OF TARPON SPRINGS
324 E PINE STREET
TARPON SPRINGS,FL34689 		59-6000437 GOVERNMENT 50,000       HISTORIC PRESERVATION
(77) DAUFUSKIE ISLAND GULLAH
PO BOX 93
DAUFUSKIE ISLAND,SC29915 		84-2610397 501(C)(3) 50,000       HISTORIC PRESERVATION
(78) FIRST IMMANUEL LUTHERAN CHURCH CHICAGO
1124 S ASHLAND AVENUE
CHICAGO,IL60607 		36-6008129 501(C)(3) 50,000       HISTORIC PRESERVATION
(79) FLORIDA BLACK HISTORICAL
80 NW 51ST STREET
MIAMI,FL33127 		65-0658184 501(C)(3) 50,000       HISTORIC PRESERVATION
(80) HART ISLAND PROJECT
PO BOX 4327
NEW YORK,NY10163 		27-5559861 501(C)(3) 50,000       HISTORIC PRESERVATION
(81) LANE COLLEGE
545 LANE AVENUE
JACKSON,TN38301 		62-0570060 501(C)(3) 50,000       HISTORIC PRESERVATION
(82) LEAKE TEMPLE AME
430 N HOYT STREET
ANCHORAGE,AK99508 		92-0108558 501(C)(3) 50,000       HISTORIC PRESERVATION
(83) MATHEWSON STREET CHURCH
134 MATHEWSON STREET
PROVIDENCE,RI02903 		05-0512660 501(C)(3) 50,000       HISTORIC PRESERVATION
(84) MATHEWSON ST UNITED METHODIST
PO BOX 6046
PROVIDENCE,RI029406046 		05-0258904 501(C)(3) 50,000       HISTORIC PRESERVATION
(85) MEDGAR & MYRLIE EVERS INS
PO BOX 13222
JACKSON,MS39236 		93-1238641 501(C)(3) 50,000       HISTORIC PRESERVATION
(86) MICHIGAN STREET AA HERITAGE
111 GENESEE ST STE 401
BUFFALO,NY14203 		27-1273797 501(C)(3) 50,000       HISTORIC PRESERVATION
(87) NATIONAL COAL HERITAGE AREA AUTH
PO BOX 15
OAK HILL,WV25901 		55-0865745 501(C)(3) 50,000       HISTORIC PRESERVATION
(88) NEW MEXICO HISTORIC PRESERVATION DIVISION
407 GALISTEO ST STE 236
SANTA FE,NM87501 		85-6000565 501(C)(3) 50,000       HISTORIC PRESERVATION
(89) ELAINE LEGACY CENTER
PO BOX 42
ELAINE,AR72333 		84-2992317 501(C)(3) 49,567       HISTORIC PRESERVATION
(90) CINEFEMME
1507 7TH STREET
SANTA MONICA,CA90401 		52-2374579 501(C)(3) 48,000       HISTORIC PRESERVATION
(91) COUNTY OF EL PASO
800 E OVERLAND STE 406
EL PASO,TX79901 		74-6000762 501(C)(3) 43,374       HISTORIC PRESERVATION
(92) CARLITO'S SOUL KITCHEN
753 MAIN STREET
WHEELING,WV26003 		87-2113384   40,000       BACKING HISTORIC SMALL RESTAURANTS
(93) CARMEN'S ICECREAM INC DBA FREIGHTHOUSE MKT & CAFE
1000 BROAD STREET
LYNDONVILLE,VT05851 		03-0364283   40,000       BACKING HISTORIC SMALL RESTAURANTS
(94) COZY INN RESTAURANT
214 W MILWAUKEE ST
JANESVILLE,WI53548 		81-0827462   40,000       BACKING HISTORIC SMALL RESTAURANTS
(95) CROISSANT CONSORTIUM DBA THE HUNGARIAN PASTRY SHOP
1030 AMSTERDAM AVENUE
NEW YORK,NY10025 		13-2865751   40,000       BACKING HISTORIC SMALL RESTAURANTS
(96) DELGADILLO'S SNOW CAP
22235 W ROUTE 66
SELIGMAN,AZ86337 		20-2689402   40,000       BACKING HISTORIC SMALL RESTAURANTS
(97) EL ADOBE INC
472 S MISSISSIPPI AVENUE
ATOKA,OK74525 		73-1292605   40,000       BACKING HISTORIC SMALL RESTAURANTS
(98) FAR EAST CAFE
631 GRANT AVENUE
SAN FRACISCO,CA94108 		94-3336827   40,000       BACKING HISTORIC SMALL RESTAURANTS
(99) FISHSCALE INC DBA FISHSCALE
637 FLORIDA AVE NW
WASHINGTON,DC20001 		81-2055369   40,000       BACKING HISTORIC SMALL RESTAURANTS
(100) FLESOR'S CANDY KITCHEN
101 WEST SALE STREET
TUSCOLA,IL61953 		36-2205822   40,000       BACKING HISTORIC SMALL RESTAURANTS
(101) GOLD HILL HOTEL MGMNT LLC-DBA CROWN POINT REST
1540 SOUTH MAIN ST
VIRGINIA CITY,NV89440 		86-1549876   40,000       BACKING HISTORIC SMALL RESTAURANTS
(102) HANDS ON HARTFORD INC DBA GATHER55
55 BARTHOLOMEW AVENUE
HARTFORD,CT06109 		06-0861268   40,000       BACKING HISTORIC SMALL RESTAURANTS
(103) HOLLY MANAGEMENT INC DBA THE HOLLY HOTEL
110 BATTLE ALLEY
HOLLY,MI48442 		38-2257367   40,000       BACKING HISTORIC SMALL RESTAURANTS
(104) JEFF'S DRIVE IN INC
3901 N CICERO AVENUE
CHICAGO,IL60641 		36-3513932   40,000       BACKING HISTORIC SMALL RESTAURANTS
(105) JOHNNY'S BBQ
139 MAUREEN CR
MAPLEVILLE,RI02839 		82-1294573   40,000       BACKING HISTORIC SMALL RESTAURANTS
(106) KELLY'S GINGERNUT PUB
133 MASON AVENUE
CAPE CHARLES,VA23310 		41-2141966   40,000       BACKING HISTORIC SMALL RESTAURANTS
(107) MITLA CAFE
602 MT VERNON AVE
SAN BERNARDINO,CA92411 		46-1608069   40,000       BACKING HISTORIC SMALL RESTAURANTS
(108) PEKIN CAFE & LOUNGE INC
117 S MAIN STREET
BUTTE,MT59701 		81-0456096   40,000       BACKING HISTORIC SMALL RESTAURANTS
(109) PNT HOSPITALITY INC DBA PENTAGOET INN & PUB
26 MAIN STREET
CASTINE,ME04421 		88-2442103   40,000       BACKING HISTORIC SMALL RESTAURANTS
(110) RADIUS BREWING COMPANY
610 MERCHANT STREET
EMPORIA,KS66801 		46-0897300   40,000       BACKING HISTORIC SMALL RESTAURANTS
(111) SNOCAP DRIVE-IN
618 WEST AVENUE
NORTH AUGUSTA,SC29841 		83-3441148   40,000       BACKING HISTORIC SMALL RESTAURANTS
(112) TREMONT DEVELOPMENT DBA THE TREEHOUSE
820 COLLEGE AVENUE
CLEVELAND,OH44113 		34-1805350   40,000       BACKING HISTORIC SMALL RESTAURANTS
(113) MAIN STREET ALABAMA
880 MONTCLAIR ROAD
BIRMINGHAM,AL35213 		27-1847357 501(C)(3) 35,000       HISTORIC PRESERVATION
(114) UNIVERSITY OF NEW HAMPSHIRE
51 COLLEGE RD SRVC BLDNG
DURHAM,NH03824 		02-6000937 501(C)(3) 30,773       HISTORIC PRESERVATION
(115) FDR MEMORIAL LEGACY
1629 K ST NW STE 300
WASHINGTON,DC20006 		46-1931507 501(C)(3) 30,000       HISTORIC PRESERVATION
(116) WASHINGTON ST HISTORIC
93 4TH AVENUE 645
NEW YORK,NY10003 		46-3951577 501(C)(3) 28,953       HISTORIC PRESERVATION
(117) THINKCHINATOWN
231 W 29 SUITE 602
NEW YORK,NY10001 		20-0434850 501(C)(3) 27,991       HISTORIC PRESERVATION
(118) GRAND RAPIDS PUBLIC MUSEUM
272 PEARL STREET NW
GRAND RAPIDS,MI49504 		38-2837266 501(C)(3) 26,948       HISTORIC PRESERVATION
(119) WASHINGTON TRUST HIST
1204 MINOR AVENUE
SEATTLE,WA98101 		91-0983680 501(C)(3) 26,881       HISTORIC PRESERVATION
(120) UNIVERSITY OF MAINE SYSTEM
5717 CORBETT HALL
ORONO,ME044695717 		01-6000769 501(C)(3) 25,008       HISTORIC PRESERVATION
(121) AM INDIAN COUNCIL MARIPOSA
4630 BEN HUR ROAD
MARIPOSA,CA95338 		77-0161686 501(C)(3) 25,000       HISTORIC PRESERVATION
(122) APPLEGARTH TUBMAN MEDICINE
607 BRIDGEWAY LANE
NAPLES,FL34108 		32-0628732 501(C)(3) 25,000       HISTORIC PRESERVATION
(123) CITY OF ALAMOGORDO
1376 E 9TH STREET
ALAMOGORDO,NM88310 		85-6000099 GOVERNMENT 25,000       HISTORIC PRESERVATION
(124) CITY OF PROVIDENCE
25 DORRANCE STREET
PROVIDENCE,RI02903 		05-6000329 GOVERNMENT 25,000       HISTORIC PRESERVATION
(125) COLORADO PRESERVATION INC
1420 OGDEN ST 104
DENVER,CO80218 		74-2403583 501(C)(3) 25,000       HISTORIC PRESERVATION
(126) EASTERN SHORE HERITAGE INC
P O BOX 727
CHESTERTOWN,MD21620 		52-2270316 501(C)(3) 25,000       HISTORIC PRESERVATION
(127) ELMORE BOLLING INITIATIVE
PO BOX 83
LOWNDESBORO,AL36752 		35-2333112 501(C)(3) 25,000       HISTORIC PRESERVATION
(128) FRIENDS SONS & DAUGHTERS HAM
6734 STUART AVENUE
RICHMOND,VI23226 		84-2753418 501(C)(3) 25,000       HISTORIC PRESERVATION
(129) HISTORIC SOTTERLEY
44300 SOTTERLEY LANE
HOLLYWOOD,MD20636 		52-6037721 501(C)(3) 25,000       HISTORIC PRESERVATION
(130) MAKER SPACE 307
2255 BRUNTON CT STE A
RIVERTON,WY82501 		84-3048784 501(C)(3) 25,000       HISTORIC PRESERVATION
(131) MIAMI DADE COLLEGE
11011 SW 104TH ST RM 9254
MIAMI,FL33176 		59-1210485 501(C)(3) 25,000       HISTORIC PRESERVATION
(132) PUI TAK CENTER
2216 S WENTWORTH AVENUE
CHICAGO,IL60616 		36-3972943 501(C)(3) 25,000       HISTORIC PRESERVATION
(133) QUEEN ANNE'S COUNTY HISTORICAL SOCIETY
PO BOX 62
CENTREVILLE,MD21617 		52-6049578 501(C)(3) 25,000       HISTORIC PRESERVATION
(134) SELMA DALLAS CO HIST
PO BOX 586 622 MCLEOD AVE
SELMA,AL36702 		23-7269474 501(C)(3) 25,000       HISTORIC PRESERVATION
(135) SPRINGFIELD COMMUNITY CENTER
1278 SPRINGFIELD ROAD
UNION POINT,GA30669 		58-2528349 501(C)(3) 25,000       HISTORIC PRESERVATION
(136) ST JOHNS COUNTY CULTURAL
184 SAN MARCO AVE
ST AUGUSTINE,FL32084 		59-3581209 501(C)(3) 25,000       HISTORIC PRESERVATION
(137) UNITARIAN UNIVERSALIST URBAN
10 PUTNAM STREET
ROXBURY,MA02119 		04-2105897 501(C)(3) 25,000       HISTORIC PRESERVATION
(138) WARREN PRESERVATION SOCIETY
PO BOX 624
WARREN,RI02885 		05-5446654 501(C)(3) 25,000       HISTORIC PRESERVATION
(139) YSLETA DEL SUR PUEBLO
119 S OLD
YSLETA DEL SUR PUEBLO,TX79907 		74-1851338 501(C)(3) 25,000       HISTORIC PRESERVATION
(140) METROPOLITAN HISTORICAL COMM
3000 GRANNY WHITE PIKE
NASHVILLE,TN37204 		45-5164106 501(C)(3) 24,570       HISTORIC PRESERVATION
(141) SUSAN LAFLESCHE PICOTTE CNTR
PO BOX 36
WALTHILL,NE68067 		47-0746797 501(C)(3) 23,345       HISTORIC PRESERVATION
(142) ACADIANA GROWERS ALLIANCE
6615 LEE STATION ROAD
NEW IBERIA,LA70560 		47-4142071 501(C)(3) 23,301       HISTORIC PRESERVATION
(143) CITY OF BIRMINGHAM - AL
710 N 20TH ST STE A100
BIRMINGHAM,AL35203 		63-6001201 GOVERNMENT 22,500       HISTORIC PRESERVATION
(144) NATHPO
1618 BELVEDERE BLVD
SILVER SPRING,MD20902 		74-2893040 501(C)(3) 20,243       HISTORIC PRESERVATION
(145) MARTHA'S VINEYARD PRES TRUST
PO BOX 5277
EDGARTOWN,MA02539 		04-6387676 501(C)(3) 20,000       HISTORIC PRESERVATION
(146) STATE OF SOUTH DAKOTA
800 GOVERNORS DRIVE
PIERRE,SD57501 		46-6000364 501(C)(3) 20,000       HISTORIC PRESERVATION
(147) CASITA MARIA
928 SIMPSON ST 6TH FL
BRONX,NE10459 		13-1623994 501(C)(3) 19,966       HISTORIC PRESERVATION
(148) NORTHEAST IOWA RCD
101 E GREENE STREET
POSTVILLE,IA52162 		42-1309260 501(C)(3) 19,938       HISTORIC PRESERVATION
(149) HIKA'ALANI
1015 AOLOA PL 241
KAILUA,HI96734 		01-1958081 501(C)(3) 18,760       HISTORIC PRESERVATION
(150) JAPANESE AMERICAN NATIONAL
100 N CENTRAL AVE
LOS ANGELES,CA90012 		95-3966024 501(C)(3) 18,484       HISTORIC PRESERVATION
(151) GEORGIA O'KEEFE MUSEUM
217 JOHNSON STREET
SANTA FE,NM87501 		85-0437114 501(C)(3) 18,000       HISTORIC PRESERVATION
(152) HECKSCHER MUSEUM
2 PRIME AVENUE
HUNTINGTON,NY11743 		11-6038031 501(C)(3) 18,000       HISTORIC PRESERVATION
(153) RENEE & CHAIM GROSS FOUNDATION
526 LAGUARDIA PLACE
NEW YORK,NY10012 		13-3490010 501(C)(3) 18,000       HISTORIC PRESERVATION
(154) ROSENWALD CENTER
712 W HARPER STREET
SNOW HILL,NC28580 		01-0708553 501(C)(3) 17,600       HISTORIC PRESERVATION
(155) DRAYTON HALL PRESERVATION TRUST
3380 ASHLEY RIVER ROAD
CHARLESTON,SC29414 		45-4938941 501(C)(3) 17,454       HISTORIC PRESERVATION
(156) SHEBOYGAN COUNTY HIST SOC
3110 ERLE AVENUE
SHEBOYGAN,WI53081 		39-6076921 501(C)(3) 17,136       HISTORIC PRESERVATION
(157) TOWN OF ATLANTIC BEACH
717 30TH AVENUE S
ATLANTIC BEACH,SC29582 		57-0574873 501(C)(3) 16,544       HISTORIC PRESERVATION
(158) ARCH STREET MEETING HOUSE
1515 CHERRY STREET
PHILADELPHIA,PA19102 		46-4125404 501(C)(3) 16,500       HISTORIC PRESERVATION
(159) ALLIANCE HIST HILLSBOROUGH
150 E KING STREET
HILLSBOROUGH,NC27278 		56-1818934 501(C)(3) 16,406       HISTORIC PRESERVATION
(160) LATINITAS
1023 SPRINGDALE RD UNIT 9E
AUSTIN,TX78721 		77-0603754 501(C)(3) 16,332       HISTORIC PRESERVATION
(161) ST PETER THE APOSTLE CHURCH
303 CHESTERFIELD AVE
CENTREVILLE,MD21617 		52-0887613 501(C)(3) 15,500       HISTORIC PRESERVATION
(162) TUCSON HISTORIC PRESERVATION FOUNDATION
PO BOX 40008
TUCSON,AZ85717 		86-0549490 501(C)(3) 15,500       HISTORIC PRESERVATION
(163) BEARS EARS PARTNERSHIP
567 W MAIN ST PO BOX 338
BLUFF,UT84512 		35-2426283 501(C)(3) 15,000       HISTORIC PRESERVATION
(164) LYNCHING SITES PROJECT OF MEMPHIS
1960 NORTH PKWY APT 504
MEMPHIS,TN38112 		81-5213596 501(C)(3) 15,000       HISTORIC PRESERVATION
(165) PRESERVATION BUFFALO NIAGARA
617 MAIN STREET STE 201
BUFFALO,NY14203 		22-2986810 501(C)(3) 15,000       HISTORIC PRESERVATION
(166) ROCKEFELLER BROTHERS FUND
200 LAKE ROAD
TARRYTOWN,NY10591 		13-1760106 501(C)(3) 15,000       HISTORIC PRESERVATION
(167) THE L'ENFANT TRUST
1307 NEW HAMPSHIRE AVE
WASHINGTON,DC20036 		52-1154054 501(C)(3) 15,000       HISTORIC PRESERVATION
(168) THREATT FILLING STATION FOUNDATION
21765 NE 178TH STREET
LUTHER,OK73054 		83-4091024 501(C)(3) 15,000       HISTORIC PRESERVATION
(169) UPWARD BOUND CAMP
40151 GATES SCHOOL ROAD
GATES,OR97346 		93-0749992 501(C)(3) 15,000       HISTORIC PRESERVATION
(170) CENTRAL DISTRICT COMMUNITY
1143 MARTIN LUTHER KING
SEATTLE,WA98122 		85-2881355 501(C)(3) 14,982       HISTORIC PRESERVATION
(171) SAINT-GAUDENS MEMORIAL
34 S HIGHLAND AVENUE
OSSING,NY10562 		02-0223438 501(C)(3) 14,500       HISTORIC PRESERVATION
(172) OLD CHURCH THEATER
PO BOX 304
BRADFORD,VT05033 		45-3187491 501(C)(3) 14,000       HISTORIC PRESERVATION
(173) DONALDSONVILLE AREA FOUNDATION
PO BOX 220
PRAIRIEVILLE,LA70769 		81-1891472 501(C)(3) 13,750       HISTORIC PRESERVATION
(174) THOMAS COLE HISTORIC HOUSE
218 SPRING STREET
CATSKILL,NY12414 		27-0599147 501(C)(3) 13,146       HISTORIC PRESERVATION
(175) GAY LESBIAN BISEXUAL
1301 E COLFAX AVENUE
DENVER,CO80218 		84-0738879 501(C)(3) 13,090       HISTORIC PRESERVATION
(176) HOLLYWOOD UNITED ME
6817 FRANKLIN AVENUE
HOLLYWOOD,CA90028 		95-1660355 501(C)(3) 13,000       HISTORIC PRESERVATION
(177) FT ROSS CONSERVANCY
19005 COAST HWY 1
JENNER,CA95450 		94-2370751 501(C)(3) 12,638       HISTORIC PRESERVATION
(178) HISTORIC NEW ENGLAND
141 CAMBRIDGE STREET
BOSTON,MA02114 		04-2104937 501(C)(3) 12,500       HISTORIC PRESERVATION
(179) TOWN OF SYKESVILLE
7547 MAIN STREET
SYKESVILLE,MD21784 		52-6001575 501(C)(3) 12,500       HISTORIC PRESERVATION
(180) WHITE HOUSE HISTORICAL ASSOCIATION
1610 H STREET NW
WASHINGTON,DC20006 		52-0749685 501(C)(3) 12,332       HISTORIC PRESERVATION
(181) VANPORT MOSAIC
5131 NE 23RD AVENUE
PORTLAND,OR97212 		47-5299448 501(C)(3) 12,100       HISTORIC PRESERVATION
(182) EMPOWER DC
1419 V STREET NW
WASHINGTON,DC20009 		27-2623232 501(C)(3) 12,072       HISTORIC PRESERVATION
(183) SHAWNEE TRIBE
29 HIGHWAY 69A
MIAMI,OK74534 		73-1611444 501(C)(3) 11,049       HISTORIC PRESERVATION
(184) CHINA ALLEY PRES SOCIETY
12 CHINA ALLEY PO BOX 728
HANFORD,CA93232 		77-0026558 501(C)(3) 11,033       HISTORIC PRESERVATION
(185) SHENANDOAH VALLEY BLACK
425 HILL STREET
HARRISONBURG,VA22802 		81-1709430 501(C)(3) 10,787       HISTORIC PRESERVATION
(186) ACCOKEEK FOUNDATION
3400 BRYAN POINT ROAD
ACCOKEEK,MD20607 		52-6037288 501(C)(3) 10,000       HISTORIC PRESERVATION
(187) ARTSPACE PROJECTS
250 3RD AVENUE
MINNEAPOLIS,MN55401 		41-1350071 501(C)(3) 10,000       HISTORIC PRESERVATION
(188) BUCKLAND HISTORICAL SOCIETY
PO BOX 88
BUCKLAND,MA01338 		04-2743050 501(C)(3) 10,000       HISTORIC PRESERVATION
(189) EARLY CONNECTIONS LEARNING CENTERS
104 E RIO GRANDE
COLORADO SPRINGS,CO80903 		84-0632406 501(C)(3) 10,000       HISTORIC PRESERVATION
(190) GEORGIA TRUST FOR HISTORIC
1516 PEACHTREE ST NW
ATLANTA,GA30309 		23-7357226 501(C)(3) 10,000       HISTORIC PRESERVATION
(191) GLOUCESTER MEETINGHOUSE FOUNDATION
10 CHURCH STREET
GLOUCESTER,MA01930 		47-4519160 501(C)(3) 10,000       HISTORIC PRESERVATION
(192) HISTORIC DENVER INC
1420 OGDEN ST SUITE 202
DENVER,CO80218 		84-0605731 501(C)(3) 10,000       HISTORIC PRESERVATION
(193) HISTORIC SEATTLE
1117 MINOR AVENUE
SEATTLE,WA98101 		91-1729777 501(C)(3) 10,000       HISTORIC PRESERVATION
(194) KENOSHA COUNTY
1010 56TH STREET
KENOSHA,WI53140 		39-6005707 501(C)(3) 10,000       HISTORIC PRESERVATION
(195) LEWES HISTORICAL SOCIETY
110 SHIPCARPENTER STREET
LEWES,DE19958 		51-6017951 501(C)(3) 10,000       HISTORIC PRESERVATION
(196) PRESERVATION SOC CHARLESTON
147 KING STREET
CHARLESTON,SC29401 		57-0439524 501(C)(3) 10,000       HISTORIC PRESERVATION
(197) QUAPAW QUARTER ASSOCIATION
PO BOX 165023
LITTLE ROCK,AR72216 		52-2192406 501(C)(3) 10,000       HISTORIC PRESERVATION
(198) SCENIC AMERICA
727 15TH STREET NW
WASHINGTON,DC20005 		23-2188166 501(C)(3) 10,000       HISTORIC PRESERVATION
(199) TETON RAPTOR CENTER
5450 W HWY 22 PO BOX 1805
WILSON,WY83014 		83-0328068 501(C)(3) 10,000       HISTORIC PRESERVATION
(200) THE PANIDA THEATER
PO BOX 1981
SANDPOINT,ID83864 		82-0233559 501(C)(3) 10,000       HISTORIC PRESERVATION
(201) UNIVERSITY OF COLORADO DENVER
CAMPUS BOX 125
DENVER,CO80217 		84-6000555 501(C)(3) 10,000       HISTORIC PRESERVATION
(202) TOWN OF TILTON
257 MAIN STREET
TILTON,NH03276 		02-6000916 501(C)(3) 9,863       HISTORIC PRESERVATION
(203) PHILADELPHIA FOLKLORE PROJECT
735 S 50TH STREET
PHILADELPHIA,PA19143 		23-2568080 501(C)(3) 9,500       HISTORIC PRESERVATION
(204) BOSCO-MILLIGAN FOUNDATION
701 SE GRAND AVENUE
PORLAND,OR97214 		94-3090169 501(C)(3) 9,482       HISTORIC PRESERVATION
(205) OJAI VALLEY MUSEUM
130 W OJAI AVENUE
OJAI,OR93023 		95-2478853 501(C)(3) 9,434       HISTORIC PRESERVATION
(206) GREATER PORTLAND LANDMARKS
93 HIGH STREET
PORTLAND,CA04102 		01-0276272 501(C)(3) 9,037       HISTORIC PRESERVATION
(207) DENVER RAIL HERITAGE
PO BOX 216
SEVERANCE,ME80546 		74-2511800 501(C)(3) 9,000       HISTORIC PRESERVATION
(208) FRIENDS OF OXMOOR
200 S FIFTH STREET
LOUISVILLE,CO40202 		81-3737766 501(C)(3) 8,996       HISTORIC PRESERVATION
(209) TABOR OPERA HOUSE
308 HARRISON AVENUE
LEADVILLE,KY80461 		06-1714846 501(C)(3) 8,750       HISTORIC PRESERVATION
(210) MONTANA DEPTARTMENT OF FISH
1420 E 6TH AVENUE
HELENA,CO59620 		81-0302402 501(C)(3) 8,346       HISTORIC PRESERVATION
(211) THE ARCHAEOLOGICAL CONSERVANCY
1717 GIRARD BLVD NE
ALBUQUERQUE,MT87106 		95-2403273 501(C)(3) 8,000       HISTORIC PRESERVATION
(212) UTAH DIVISION OF STATE HISTORY
3760 S HIGHLAND DR
SALT LAKE CITY,NM84106 		87-6000545 GOVERNMENT 8,000       HISTORIC PRESERVATION
(213) CARNEGIE CENTER OF CORBIN INC
PO B0X 114
CORBIN,UT40702 		47-5575198 501(C)(3) 7,750       HISTORIC PRESERVATION
(214) CENTRAL TERMINAL REST
495 PADEREWSKI DRIVE
BUFFALO,KY14212 		16-1536196 501(C)(3) 7,500       HISTORIC PRESERVATION
(215) CLEMSON UNIVERSITY
391 COLLEGE AVE STE 302
CLEMSON,NY29634 		57-6000254 501(C)(3) 7,500       HISTORIC PRESERVATION
(216) COLUMBIA UNIVERSITY
615 W 131ST 3RD FLOOR
NEW YORK,SC10027 		13-5598093 501(C)(3) 7,500       HISTORIC PRESERVATION
(217) FRIENDS OF HARRIET BEECH
2950 GILBERT AVENUE
CINCINNATI,NY45206 		20-3642161 501(C)(3) 7,500       HISTORIC PRESERVATION
(218) FRIENDS OF SELLERS HALL
9 PILGRIM LANE
DREXEL HILL,OH19026 		27-0233770 501(C)(3) 7,500       HISTORIC PRESERVATION
(219) GOUCHER COLLEGE
1021 DULANEY VALLEY RD
BALTIMORE,PA21204 		52-0591613 501(C)(3) 7,500       HISTORIC PRESERVATION
(220) PRATT INSTITUTE
200 WILLOUGHBY AVENUE
BROOKLYN,MD11205 		11-1630822 501(C)(3) 7,500       HISTORIC PRESERVATION
(221) STATE OF ARKANSAS
1100 NORTH STREET
LITTLE ROCK,NY72201 		71-0847443 Government 7,500       HISTORIC PRESERVATION
(222) TALBOT HISTORIC SOCIETY
30 S WASHINGTON STREET
EASTON,AR21301 		52-6044645 501(C)(3) 7,500       HISTORIC PRESERVATION
(223) UNIVERSITY OF MARYLAND
1109 LEE BUILDING
COLLEGE PARK,MD20742 		52-6002033 Government 7,500       HISTORIC PRESERVATION
(224) PRESERVATION ALLIANCE OF MINNESOTA
75 W 5TH STREET 416
ST PAUL,MD55102 		41-1427970 501(C)(3) 7,464       HISTORIC PRESERVATION
(225) RIVER PIERCE FOUNDATION
PO BOX 249
SAN YGNACIO,MN78067 		76-0281751 501(C)(3) 7,300       HISTORIC PRESERVATION
(226) HISTORIC BEVERLY PRES
4 COURT STREET
BEVERLY,TX26253 		30-0004839 501(C)(3) 7,000       HISTORIC PRESERVATION
(227) WOODLAWN CONSERVANCY
4199 WEBSTER AVENUE
BRONX,WV10470 		31-1695037 501(C)(3) 7,000       HISTORIC PRESERVATION
(228) CITY & BOROUGH OF JUNEAU
155 S SEWARD STREET
JUNEAU,NY99801 		92-0038816 GOVERNMENT 6,673       HISTORIC PRESERVATION
(229) KOHALA CENTER
PO BOX 437462
KAMUELA,AK96743 		99-0354676 501(C)(3) 6,210       HISTORIC PRESERVATION
(230) DEMUTH FOUNDATION
120 EAST KING STREET
LANCASTER,HI17602 		23-2176299 501(C)(3) 6,186       HISTORIC PRESERVATION
(231) APPALACHIAN BARN ALLIANCE
PO BOX 1441
MARS HILL,PA28754 		46-0880358 501(C)(3) 6,000       HISTORIC PRESERVATION
(232) THE PRIDE OF ATMORE
5415 HIGHWAY 21
ATMORE,NC36502 		46-4416506 501(C)(3) 6,000       HISTORIC PRESERVATION
(233) GENOA US INDIAN SCHOOL
PO BOX 382
GENOA,AL68640 		47-0739293 501(C)(3) 5,523       HISTORIC PRESERVATION
(234) PRESERVE ARKANSAS
201 W FOURTH ST
NORTH LITTLE ROCK,NE72114 		71-0569359 501(C)(3) 5,500       HISTORIC PRESERVATION
(235) OATLANDS INC
20850 OATLANDS PLATATN
LEESBURG,AR20175 		54-1118635 501(C)(3) 5,433       HISTORIC PRESERVATION
(236) KASHIA BAND OF POMO INDIANS
1420 GUERNEVILLE ROAD
SANTA ROSA,VA95403 		94-2193845 501(C)(3) 5,357       HISTORIC PRESERVATION
(237) PAULI MURRAY CENTER
PO BOX 541
DURHAM,CA27702 		45-4926223 501(C)(3) 5,249       HISTORIC PRESERVATION
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
216
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
21
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2022

Schedule I (Form 990) 2022
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) BACKING HISTORIC SMALL RESTAURANTS 4 160,000      
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
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 THE RECEIPTS IS REQUIRED.
Schedule I (Form 990) 2022



Additional Data


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Software Version:  


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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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 on 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 on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used 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 on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on 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
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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 on 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 (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1PAUL EDMONDSON
PRESIDENT & CEO 		(i)

(ii)		 466,344
-------------
0 		0
-------------
0 		2,286
-------------
0 		14,500
-------------
0 		762
-------------
0 		483,892
-------------
0 		0
-------------
0
2KATHERINE MALONE-FRANCE
CHIEF PRESERVATION OFFICER 		(i)

(ii)		 288,821
-------------
0 		0
-------------
0 		414
-------------
0 		12,255
-------------
0 		9,216
-------------
0 		310,706
-------------
0 		0
-------------
0
3THOMPSON M MAYES
CHIEF LEGAL OFCR & SECRETARY 		(i)

(ii)		 250,725
-------------
0 		0
-------------
0 		1,188
-------------
0 		11,784
-------------
0 		13,174
-------------
0 		276,871
-------------
0 		0
-------------
0
4ANN MCELWAIN
CHIEF DEVELOPMENT OFFICER 		(i)

(ii)		 250,925
-------------
0 		15,072
-------------
0 		334
-------------
0 		0
-------------
0 		6,940
-------------
0 		273,271
-------------
0 		0
-------------
0
5LAURA BRACIS
CHIEF FINANCIAL OFFICER 		(i)

(ii)		 251,235
-------------
0 		0
-------------
0 		163
-------------
0 		11,784
-------------
0 		7,331
-------------
0 		270,513
-------------
0 		0
-------------
0
6TABITHA ALMQUIST
CHIEF ADMINISTRATIVE OFFICER 		(i)

(ii)		 236,043
-------------
0 		0
-------------
0 		270
-------------
0 		10,606
-------------
0 		761
-------------
0 		247,680
-------------
0 		0
-------------
0
7MATTHEW MONTGOMERY
CHIEF MARKETING OFFICER 		(i)

(ii)		 232,950
-------------
0 		0
-------------
0 		4,702
-------------
0 		0
-------------
0 		8,313
-------------
0 		245,965
-------------
0 		0
-------------
0
8DEMOND LEGGS
EXEC DIR, AACHAF & SR VP, NTHP 		(i)

(ii)		 221,209
-------------
0 		0
-------------
0 		413
-------------
0 		11,317
-------------
0 		8,999
-------------
0 		241,938
-------------
0 		0
-------------
0
9DENISE WISE
VP OF FINANCE & CONTROLLER 		(i)

(ii)		 197,674
-------------
0 		0
-------------
0 		774
-------------
0 		9,947
-------------
0 		12,265
-------------
0 		220,660
-------------
0 		0
-------------
0
10MARIANNA KNIGHT
VP, HUMAN RESOURCES 		(i)

(ii)		 197,541
-------------
0 		0
-------------
0 		1,162
-------------
0 		9,365
-------------
0 		761
-------------
0 		208,829
-------------
0 		0
-------------
0
11SUSAN LATTANZI
VP, IT & REAL ESTATE 		(i)

(ii)		 185,125
-------------
0 		0
-------------
0 		750
-------------
0 		9,250
-------------
0 		8,999
-------------
0 		204,124
-------------
0 		0
-------------
0
12HILARY BAAR
VP, ANNUAL GIVING 		(i)

(ii)		 183,087
-------------
0 		0
-------------
0 		708
-------------
0 		8,657
-------------
0 		9,204
-------------
0 		201,656
-------------
0 		0
-------------
0
13ROSS M BRADFORD
ASSISTANT CORPORATE SECRETARY 		(i)

(ii)		 160,875
-------------
0 		0
-------------
0 		138
-------------
0 		7,460
-------------
0 		8,904
-------------
0 		177,377
-------------
0 		0
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
SCHEDULE J, PART I, LINE 1A In FY2023, the National Trust provided a grossed up bonus payment to one key employee. The bonus was treated as taxable compensation.
Schedule J (Form 990) 2022

Additional Data


Software ID:  
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Schedule L
(Form 990)
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, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
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), section 501(c)(4), and section 501(c)(29) 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) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by 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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $ 0
Part III
Grants or Assistance Benefiting 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 assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) 2021
Schedule L (Form 990) 2021
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) Susan Chapman Hughes See Part V 110,111 Consulting services   No
(2) Jay Clemens See Part V 18,954 Salary   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L, Part IV, Column (b) (1) Susan Chapman Hughes: Former Trustee became consultant to the organization starting in February 2023. (2) Jay Clemens: Board Chair became Interim President and CEO starting in March 2023 while organization undertook a search for a new President and CEO
Schedule L (Form 990) 2021


Additional Data


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SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
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 17 809,044 FMV
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 .....        
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 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't 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 nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2022)
Schedule M (Form 990) (2022)
Page 2
Part IISupplemental Information. 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.
Return Reference Explanation
SCHEDULE M, PART I, COLUMN (B): THE TRUST REPORTS THE NUMBER OF ITEMS IN PART I, COLUMN (B).
Schedule M (Form 990) (2022)

Additional Data


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Software Version:  
SCHEDULE O
(Form 990)

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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
NATIONAL TRUST FOR HISTORIC PRESERVATION
IN THE UNITED STATES
Employer identification number

53-0210807
Return Reference Explanation
FORM 990, PART I, LINE 1: THE NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES PROTECTS SIGNIFICANT PLACES REPRESENTING OUR DIVERSE CULTURAL EXPERIENCES BY TAKING DIRECT ACTION AND INSPIRING BROAD PUBLIC SUPPORT.
FORM 990, PART III, LINE 4A: HISTORIC PRESERVATION & CONSERVATION: PRESERVATION SERVICES INCLUDES: 1) WORK TO SAVE THREATENED HISTORIC PLACES ACROSS THE COUNTRY; 2) RESEARCH, 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, LANDSCAPES AND LANDMARKS; 3) FINANCIAL ASSISTANCE/GRANTS AND TECHNICAL SUPPORT THROUGH PROGRAMS INCLUDING THE AFRICAN AMERICAN CULTURAL HERITAGE ACTION FUND, THE BACKING HISTORIC SMALL RESTAURANTS, AND THE NATIONAL FUND FOR SACRED PLACES GRANT PROGRAMS; THESE PROGRAMS SUPPORT THE PRESERVATION OF HISTORIC BUILDINGS, LANDSCAPES, AND COLLECTIONS; PUBLIC INTERPRETATION OF HISTORIC PLACES; CAPACITY-BUILDING; PRESERVATION EDUCATION PROGRAMS, CONFERENCES, AND RETENTION OF PROFESSIONAL CONSULTANTS; 4) PARTNERSHIPS WITH STATE AND LOCAL PRIVATE NONPROFIT PRESERVATION GROUPS TO DEVELOP RESOURCES TO PROMOTE PRESERVATION AS A SOLUTION TO IMPORTANT NATIONAL ISSUES, SUPPORT THE FINANCIAL SUSTAINABILITY OF SIGNIFICANT HISTORIC SITES, AND ADVANCE BEST PRACTICES IN PRESERVATION.
FORM 990, PART III, LINE 4B: HISTORIC SITES - THE NATIONAL TRUST AND ITS PARTNERS ARE THE STEWARDS OF 27 NATIONAL TRUST HISTORIC SITES WHICH ARE OPEN TO THE PUBLIC. THEY ARE A NATIONALLY SIGNIFICANT COLLECTION OF HISTORIC PLACES THAT INCLUDE A WIDE VARIETY OF ARCHITECTURAL STYLES, STRUCTURES LANDSCAPES, AND OBJECT COLLECTIONS THAT BRING DIVERSE STORIES OF AMERICAN HISTORY TO LIFE. IN 2022/2023, THE NATIONAL TRUST OWNED AND MANAGED 9 OF THESE SITES; OWNED 12 SITES (ONE THROUGH A LONG-TERM LEASE) THAT ARE MANAGED BY INDEPENDENT LOCAL ORGANIZATIONS; AND PROVIDED LIMITED SUPPORT TO SIX OTHER SITES THAT ARE OWNED AND MANAGED BY OTHER ENTITIES. THESE HISTORIC SITES WELCOMED OVER 931,000 VISITORS IN 2022/2023. THE HISTORY, STORIES, PEOPLE, COLLECTIONS, ARCHITECTURE AND LANDSCAPES OF THESE SITES ARE INTERPRETED TO ON-SITE VISITORS, AND THROUGH DIGITAL PROGRAMS, SOCIAL MEDIA, WEBSITES AND WRITTEN COMMUNICATION TO MILLIONS MORE. THE SITES SERVE THEIR COMMUNITIES BY PROVIDING EDUCATIONAL PROGRAMS, EVENTS AND UNIQUE GATHERING PLACES FOR COMMUNITY RESIDENTS. THE NATIONAL TRUST AND ITS PARTNER ORGANIZATIONS MAINTAIN THE SITES AS GOOD MODELS FOR HISTORIC PRESERVATION, COLLECTIONS MANAGEMENT, INTERPRETATION AND COMPREHENSIVE STEWARDSHIP.
FORM 990, PART III, LINE 4C: HISTORIC PRESERVATION & CONSERVATION: EDUCATION - COMMUNICATES THE IMPORTANCE OF HISTORIC PRESERVATION, THREATS TO HISTORIC PLACES, AND ACHIEVEMENTS IN SAVING HISTORIC PLACES TO MEMBERS AND THE PUBLIC. PRODUCES AN ANNUAL CONFERENCE, WEBINARS AND IN-PERSON TRAININGS, QUARTERLY MAGAZINE, PROFESSIONAL JOURNAL, AUDIENCE NEWSLETTERS, AND WEBSITES TO HIGHLIGHT IMPORTANT PRESERVATION ISSUES, COMMUNICATE PRESERVATION SUCCESSES, AND STIMULATE NEW INTEREST IN HISTORIC PRESERVATION. TO INSPIRE ACTION BY THE PUBLIC, STAGES MEDIA CAMPAIGNS SUCH AS THE 11 MOST ENDANGERED HISTORIC PLACES LIST. PROVIDES INFORMATION ABOUT THE LEGAL AND POLICY ASPECTS OF HISTORIC PRESERVATION. HISTORIC PRESERVATION & CONSERVATION: MEMBERSHIP OUTREACH - EDUCATE THE GENERAL PUBLIC ON THE IMPORTANCE OF AND TECHNIQUES FOR PRESERVING THE NATION'S ARCHITECTURAL AND CULTURAL HERITAGE. HISTORIC PRESERVATION AND CONSERVATION: PUBLICATIONS INCLUDE: 1) "PRESERVATION," THE QUARTERLY MAGAZINE CHRONICLING INDIVIDUALS AND PROGRAMS WORKING TO SAVE HISTORIC PLACES; 2) "FORUM JOURNAL," A SCHOLARLY JOURNAL SERVING A NETWORK OF PRESERVATION PROFESSIONALS, STUDENTS AND VOLUNTEERS; 3) WWW.SAVINGPLACES.ORG AND WWW.SAVINGPLACES.ORG/preservation-leadership-forum (PRESERVATION LEADERSHIP FORUM) OFFER ONLINE CONTENT AND EMAIL COMMUNICATIONS THAT INSPIRE AND EDUCATE THE PUBLIC AND PRESERVATIONISTS AT ALL LEVELS.
FORM 990, PART VI, SECTION A, LINE 1A: THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONSISTS OF THE CHAIR AND TWO VICE CHAIRS AND THE CHAIR OF EACH OF THE STANDING COMMITTEES, INCLUDING THE INVESTMENTS, FINANCE & MANAGEMENT, AUDIT, TRUSTEESHIP & GOVERNANCE, ADVANCEMENT, AND PRESERVATION & HISTORIC SITES COMMITTEES AND OTHER TRUSTEES. THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL THE POWERS OF THE BOARD OF TRUSTEES BETWEEN THE MEETINGS OF THE BOARD OF TRUSTEES, SUBJECT TO GENERAL POLICIES ESTABLISHED BY THE BOARD, EXCEPT THAT THE FULL BOARD OF TRUSTEES SHALL RETAIN EXCLUSIVE AUTHORITY TO AMEND THE BYLAWS, TO EXERCISE THE BOARD'S AUTHORITY TO FILL TEMPORARY VACANCIES ON THE BOARD, AND TO ELECT THE CHAIR AND VICE CHAIRS OF THE CORPORATION.
FORM 990, PART VI, SECTION A, LINE 6: THE NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES IS A MEMBER ORGANIZATION WITH 83,297 MEMBERS.
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.
FORM 990, PART VI, SECTION B, LINE 11A: THE FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTING FIRM BDO USA, LLP AND REVIEWED BY MANAGEMENT. THE DRAFT IS THEN MADE AVAILABLE TO THE AUDIT COMMITTEE AND ALL BOARD MEMBERS (EITHER DIGITALLY OR IN HARD COPY DEPENDING ON THEIR PREFERENCE). ANY CHANGES FOLLOWING THESE REVIEWS ARE AGAIN REVIEWED BY BDO USA BEFORE THE FINAL 990 IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C: THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS SENT TO THE 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 REGULARLY REMINDED OF THEIR OBLIGATION UNDER THE POLICY FOR POTENTIAL TRANSACTIONS. THE POLICY ALSO PROVIDES A PROCESS FOR REVIEW OF POTENTIAL CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15A: THE ORGANIZATION'S COMPENSATION SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION OF THE PRESIDENT AND TOP MANAGEMENT STAFF (INCLUDING OFFICERS AND KEY EMPLOYEES). ALL MEMBERS OF THE COMPENSATION SUBCOMMITTEE ARE INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES. THE ORGANIZATION REGULARLY REVIEWS COMPENSATION STUDIES AND COMPARABILITY ANALYSES, 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.
FORM 990, PART VI, SECTION C, LINES 18 AND 19: THE ORGANIZATION MAKES DIGITAL COPIES OF THE STATUTORY CHARTER, BYLAWS, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, DONOR BILL OF RIGHTS, FORM 990, AND CURRENT AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE, WWW.SAVINGPLACES.ORG UNDER "OUR WORK", "ABOUT THE NATIONAL TRUST." THESE DOCUMENTS ARE ALSO MADE AVAILABLE TO ANY PERSON IN HARD COPY UPON REQUEST.
FORM 990, PART XI, LINE 9: DURING THE YEAR ENDED JUNE 30, 2023, PLEDGE RECEIVABLE DECREASED BY $937,147 DUE TO A CHANGE IN THE DONOR'S INTENT.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


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SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
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 (if applicable) 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
(1) NATIONAL TRUST TOURS LLC
1155 15TH STREET NW SUITE 300
WASHINGTON,DC20005
26-1983358 		TRAVEL DE 1,356,173 916,876 NTCIC
 
(2) NATIONAL TRUST INVESTMENT MGMNT LLC
1155 15TH STREET NW SUITE 300
WASHINGTON,DC20005
81-1853785 		COMMUNITY INV DE 0 683 NTCIC
 
(3) NATIONAL TRUST EQUITY LLC
1155 15TH STREET NW SUITE 300
WASHINGTON,DC20005
81-8121733 		COMMUNITY INV DE 0 2,821,379 NTCIC
 
(4) NT HISTORIC REAL ESTATE EQUITY FUND LLC
1155 15TH STREET NW SUITE 300
WASHINGTON,DC20005
81-1911360 		COMMUNITY INV DE 0 2,821,257 NTCIC
 




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 entity?
Yes No
(1)NATIONAL MAIN STREET CENTER INC
600 14TH ST NW SUITE 500

WASHINGTON,DC20005
46-1405965 		HIST. PRESERV DE 501(C)(3) LINE 10 NTHP
 
Yes
 












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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 NTCIC
  		UNRELATED 878,449 104,926   No   Yes   99.000 %
(2) COOPER-MOLERA PRESERVATION LLC

1121 WHITE ROCK RD 200
EL DORADO HILLS,CA95762
81-4665814 		HISTORIC SITE CA NTHP
  		RELATED 670,865 8,293,452   No     No 98.000 %
(3) NT HISTORIC REAL ESTATE DEBT FUND LLC

1155 15TH STREET NW SUITE 300
WASHINGTON,DC20005
81-1911756 		COMMUNITY INV DE NTHP
  		UNRELATED 0 0   No   Yes   99.990 %








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
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) NATIONAL TRUST COMMUNITY INVESTMENT CORP

1155 15TH STREET NW STE 300
WASHINGTON,DC20005
52-2267085 		COMMUNITY INV DE NTHP
  		C CORP 6,138,741 20,122,224 100.000 % Yes  
(2) NT SOLAR INC

1155 15TH STREET NW SUITE 300
WASHINGTON,DC20005
47-1272855 		COMMUNITY INV DE NTCIC
  		C CORP 4,798,649 -73,364 100.000 % Yes  
(3) GREENROCK CORPORATION

200 LAKE ROAD
TARRYTOWN,NY10591
13-1929826 		MAINTENANCE NY NTHP
  		C CORP 4,844,444 2,783,881 100.000 % Yes  
(4) CHARITABLE REMAINDER UNITRUSTS FOR NTHP

600 14TH STREET NW SUITE 500
WASHINGTON,DC20005
53-0210807 		CHARITABLE TR DC NA
  		TRUST 0 0     No
(5) PERMANENT UNITRUST

600 14TH STREET NW SUITE 500
WASHINGTON,DC20005
53-0210807 		CHARITABLE TR DC NA
  		TRUST 0 0     No
(6) NT INITIAL INVESTOR INC

1155 15TH STREET NW STE 300
WASHINGTON,DC20005
27-3271845 		COMMUNITY INV DE NTCIC
  		C CORP 0 0 100.000 % Yes  
(7) NTCIC LIHTC MANAGER INC

1155 15TH STREET NW STE 300
WASHINGTON,DC20005
27-4965820 		COMMUNITY INV DE NTCIC
  		C CORP 0 0 100.000 % Yes  
(8) NTCIC HTC INVEST I MANAGER INC

1155 15TH STREET NW STE 300
WASHINGTON,DC20005
82-1167754 		COMMUNITY INV DE NTCIC
  		C CORP 0 0 100.000 % Yes  
(9) NTCIC FUND MANAGER I INC

1155 15TH STREET NW STE 300
WASHINGTON,DC20005
82-3791474 		COMMUNITY INV DE NTCIC
  		C CORP 0 89,814 100.000 % Yes  
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
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 Dividends from related organization(s) ............................
1f
Yes
 
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
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 related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) COOPER-MOLERA PRESERVATION LLC

 A(i) 101,330 BOOK VALUE
(2) NATIONAL TRUST COMMUNITY INVESTMENT CORP

 A(iii 368,324 BOOK VALUE
(3) NT SOLAR INC

 A(iii 287,919 BOOK VALUE
(4) NATIONAL TRUST INSURANCE SERVICES LLC

 A(iii 53,241 BOOK VALUE
(5) COOPER-MOLERA PRESERVATION LLC

 D 5,083,915 BOOK VALUE
(6) NATIONAL TRUST COMMUNITY INVESTMENT CORP

 F 4,615,000 BOOK VALUE
(7) NATIONAL TRUST COMMUNITY INVESTMENT CORP

 L 30,000 BOOK VALUE
(8) COOPER-MOLERA PRESERVATION LLC

 L 34,032 BOOK VALUE
(9) GREENROCK CORPORATION

 L 40,500 BOOK VALUE
(10) NATIONAL MAIN STREET CENTER INC

 M 900 BOOK VALUE
(11) NATIONAL MAIN STREET CENTER INC

 N 48,353 BOOK VALUE
(12) COOPER-MOLERA PRESERVATION LLC

 N -24,000 BOOK VALUE
(13) GREENROCK CORPORATION

 N 6,860 BOOK VALUE
(14) NATIONAL TRUST COMMUNITY INVESTMENT CORP

 O 64,993 BOOK VALUE
(15) NATIONAL MAIN STREET CENTER INC

 O 131,199 BOOK VALUE
(16) GREENROCK CORPORATION

 Q 183,334 BOOK VALUE
(17) NATIONAL TRUST COMMUNITY INVESTMENT CORP

 Q 224,417 BOOK VALUE
(18) NATIONAL MAIN STREET CENTER INC

 Q 8,325,628 BOOK VALUE
(19) GREENROCK CORPORATION

 S 205,834 BOOK VALUE
(20) NATIONAL TRUST COMMUNITY INVESTMENT CORP

 S 1,079,509 BOOK VALUE
(21) NATIONAL MAIN STREET CENTER INC

 S 8,604,065 BOOK VALUE
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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) 2021
Schedule R (Form 990) 2021
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
SCHEDULE R, PART III, COLUMN (A): (1) NAME: NATIONAL TRUST INSURANCE SERVICES, LLC EIN: 20-0590526 ADDRESS: 24 COMMERCE STREET, BALTIMORE, MD 21202 (2) NAME: COOPER-MOLERA PRESERVATION, LLC EIN: 81-4665814 ADDRESS: 1121 WHITE ROCK RD, #200 EL DORADO HILLS, CA 95762 (3) NAME: NATIONAL TRUST HISTORIC REAL ESTATE DEBT FUND, LLC EIN: 81-1911756 ADDRESS: 1155 15TH STREET NW, SUITE 300 WASHINGTON, DC 20005
Schedule R (Form 990) 2021

Additional Data


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