National Trust For Historic Preservation In The United States
- Assets
- $455.8m
- Revenue
- $75.2m
- Investments
- $350.9m
- Employees
- 335
- Location
- Washington, DC
- Founding
- 05/1950
- Data as of
- 06/2021
- EIN
- 53-0210807
Organization Overview
National Trust For Historic Preservation In The United States is located in Washington, DC. The organization was established in 1950. According to its NTEE Classification (A80) the organization is classified as: Historical Organizations, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 06/2021, National Trust For Historic Preservation In The United States employed 335 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. National Trust For Historic Preservation In The United States is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, National Trust For Historic Preservation In The United States generated $75.2m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 6.4% each year. All expenses for the organization totaled $50.8m during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, National Trust For Historic Preservation In The United States has awarded 790 individual grants totaling $45,157,523. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
SEE SCHEDULE O.
Describe the Organization's Program Activity:
SEE SCHEDULE O
SEE SCHEDULE O
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Paul Edmondson President & CEO | Officer | 39 | $370,298 |
Katherine Malone-France Chief Preservation Officer | Officer | 40 | $237,340 |
Thompson Mayes Chief Legal Ofcr & Secretary | Officer | 40 | $221,775 |
Geoffrey Handy To 1220 Chief Marketing Officer | Officer | 40 | $215,040 |
Tabitha Almquist Chief Administrative Officer | Officer | 40 | $209,001 |
Marianna Knight VP - Human Resources | 40 | $189,012 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Dataprise Inc It Services | 6/29/21 | $324,315 |
Beaconfire Red Digital Marketing | 6/29/21 | $218,089 |
Bdo Usa Llp Audit & Tax Services | 6/29/21 | $308,571 |
Eidolon Communications Inc Fundraising Services | 6/29/21 | $288,500 |
Russell Reynolds Associates Inc Recruitment Services | 6/29/21 | $211,280 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $39,947 |
| Membership dues | $0 |
| Fundraising events | $53,526 |
| Related organizations | $0 |
| Government grants | $4,344,513 |
| All other contributions, gifts, grants, and similar amounts not included above | $41,323,907 |
| Noncash contributions included in lines 1a–1f | $842,213 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $45,761,893 |
| Total Program Service Revenue | $2,369,864 |
| Investment income | $859,467 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $1,200,540 |
| Net Rental Income | $358,341 |
| Net Gain/Loss on Asset Sales | $17,343,676 |
| Net Income from Fundraising Events | $369,630 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $288,164 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $75,204,166 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $9,868,486 |
| Grants and other assistance to domestic individuals. | $200,000 |
| Grants and other assistance to Foreign Orgs/Individuals | $9,301 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $3,238,769 |
| Compensation of current officers, directors, key employees. | $1,456,968 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $11,304,492 |
| Pension plan accruals and contributions | $231,687 |
| Other employee benefits | $852,714 |
| Payroll taxes | $1,102,566 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $29,147 |
| Fees for services: Accounting | $250,156 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $423,444 |
| Fees for services: Investment Management | $765,018 |
| Fees for services: Other | $2,116,224 |
| Advertising and promotion | $0 |
| Office expenses | $408,141 |
| Information technology | $1,166,845 |
| Royalties | $0 |
| Occupancy | $2,425,346 |
| Travel | $37,401 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $146,134 |
| Interest | $102,532 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $797,150 |
| Insurance | $869,408 |
| All other expenses | $1,485,011 |
| Total functional expenses | $50,755,386 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $19,348,068 |
| Pledges and grants receivable | $11,714,704 |
| Accounts receivable, net | $1,727,120 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $448,701 |
| Prepaid expenses and deferred charges | $594,499 |
| Net Land, buildings, and equipment | $7,771,942 |
| Investments—publicly traded securities | $62,765,662 |
| Investments—other securities | $350,851,190 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $591,247 |
| Total assets | $455,813,133 |
| Accounts payable and accrued expenses | $9,120,920 |
| Grants payable | $0 |
| Deferred revenue | $6,951,012 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $1,279,701 |
| Unsecured mortgages and notes payable | $1,750,000 |
| Other liabilities | $24,840,988 |
| Total liabilities | $43,942,621 |
| Net assets without donor restrictions | $125,295,800 |
| Net assets with donor restrictions | $286,574,712 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $455,813,133 |
Grants Awarded
Over the last fiscal year, National Trust For Historic Preservation In The United States has awarded $9,241,514 in support to 141 organizations.
| Grant Recipient | Amount |
|---|---|
Tulsa, OK PURPOSE: SAVE HISTORIC PLACES | $400,000 |
ASSN FOR THE PRESERV OF THE CONGRESSIONAL PURPOSE: SAVE HISTORIC PLACES | $360,094 |
Detroit, MI PURPOSE: SAVE HISTORIC PLACES | $250,000 |
Wauwatosa, WI PURPOSE: SAVE HISTORIC PLACES | $250,000 |
Washington, DC PURPOSE: SAVE HISTORIC PLACES | $250,000 |
Baltimore, MD PURPOSE: SAVE HISTORIC PLACES | $250,000 |
Grants Recieved
Over the last fiscal year, we have identified 6 grants that National Trust For Historic Preservation In The United States has recieved totaling $31,854.
| Awarding Organization | Amount |
|---|---|
The Foundation For Enhancing Communities Harrisburg, PA PURPOSE: TO BE USED FOR GENERAL SUPPORT | $15,604 |
Frances H & Harold E Gordon Charitable Foundation Wilmington, DE PURPOSE: ANNUAL FUND | $5,250 |
Dudley And Constance Godfrey Foundation Inc Milwaukee, WI PURPOSE: HISTORICAL | $5,000 |
W James And Jane K Truettner Foundation Crested Butte, CO PURPOSE: GENERAL SUPPORT | $5,000 |
Dan And Micki Chapin Fund Sun Valley, ID PURPOSE: OPERATIONS | $1,000 |
Liddy Fam Foundation Tr Westport, CT PURPOSE: UNRESTRICTEDGRANT | $0 |
Endowment Analysis
| Beg. Balance | $252,274,995 |
| Earnings | $91,713,667 |
| Admin Expense | $2,271,437 |
| Net Contributions | $4,959,759 |
| Other Expense | $8,860,037 |
| Grants | $1,297,860 |
| Ending Balance | $336,519,087 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Colonial Williamsburg Foundation Williamsburg, VA | $1,685,638,784 | $164,089,192 |
National Trust For Historic Preservation In The United States Washington, DC | $455,813,133 | $75,204,166 |
Mount Vernon Ladies Association Of The Union Mount Vernon, VA | $342,045,360 | $38,819,933 |
National Society Of The Daughters Of The American Revolution Washington, DC | $207,089,115 | $26,508,264 |
Hillwood Estate Museum & Gardens Washington, DC | $379,536,354 | $20,308,723 |
Army Historical Foundation Inc Fort Belvoir, VA | $16,487,331 | $17,384,969 |
Virginia Historical Society Richmond, VA | $152,846,402 | $30,481,870 |
United States Foundation For The Commemoration Of The World Wars Arlington, VA | $17,191,453 | $4,408,831 |
Victims Of Communism Memorial Foundation Inc Washington, DC | $17,153,978 | $4,238,783 |
Us Navy Memorial Foundation Washington, DC | $3,731,955 | $5,647,232 |
Maryland Historical Society Baltimore, MD | $35,915,742 | $5,321,306 |
Trust For The National Mall Washington, DC | $50,852,844 | $38,863,743 |