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← NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES

Form 990 for tax year 2024

Filed by NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES.

Totals

Total revenue
$104,875,831
Total expenses
$91,264,282
Contributions and grants received
$69,324,920
Grants paid
$21,910,768
Program service revenue
$5,386,518
Investment income
$20,208,482
Other revenue
$9,955,911
Total assets, end of year
$562,902,803
Total liabilities, end of year
$59,969,674
Net assets or fund balances, end of year
$502,933,129
Program services expenses (Part IX)
$77,290,024
Management and general expenses
$6,343,152
Fundraising expenses
$7,631,106
Program service expenses (Part III)
$77,290,024

Program services were 84.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ELIZABETH KIRKLAND CAHILL

    VICE CHAIR, CHAIR ELECT AND GENERAL TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PHOEBE TUDOR

    CHAIR AND GENERAL TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ALISON K HOAGLAND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CH RANDOLPH LYON

    TRUSTEE (THRU 10/24)

    Total calculated
    $0
    Hours/week
    2

  • CHARLES F SAMS III

    EX OFFICIO TRUSTEE (THRU 01/25)

    Total calculated
    $0
    Hours/week
    2

  • CHRISTINA LEE BROWN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • COSBY HUNT

    EX OFFICIO TRUSTEE (THRU 09/24)

    Total calculated
    $0
    Hours/week
    2

  • DAMIEN DWIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DANIELLE DEL SOL

    EX OFFICIO TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DAVID SCOTT PARKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DONNA COLSON

    TRUSTEE (AS OF 10/24)

    Total calculated
    $0
    Hours/week
    2

  • DOUG BURGUM

    EX OFFICIO TRUSTEE (AS OF 05/25)

    Total calculated
    $0
    Hours/week
    2

  • EDWARD I TORREZ

    EX OFFICIO TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JAY C CLEMENS

    FORMER PRESIDENT & CEO (THRU 01/24) AND TRUSTEE (AS OF 02/24)

    Total calculated
    $11,459
    From this org
    $8,874
    From related orgs
    $0
    Other
    $2,585
    Hours/week
    2

  • JENNIFER SKYLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOE BEASLEY

    EX OFFICIO TRUSTEE (01/25-05/25)

    Total calculated
    $0
    Hours/week
    2

  • JOEL EDWARD DANIES

    EX OFFICIO TRUSTEE (AS OF 10/24)

    Total calculated
    $0
    Hours/week
    2

  • KAYWIN FELDMAN

    EX OFFICIO TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KELLY WILLIAMS

    TRUSTEE (AS OF 10/24)

    Total calculated
    $0
    Hours/week
    2

  • MARTHA NELSON

    CHAIR (THRU 10/24)

    Total calculated
    $0
    Hours/week
    2

  • PAMELA BONDI

    EX OFFICIO TRUSTEE (AS OF 04/25)

    Total calculated
    $0
    Hours/week
    2

  • PETER KIES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ROBERT JOSEPH VILA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SAM DIXON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Samantha Klein Frank

    EX OFFICIO TRUSTEE (THRU 04/25)

    Total calculated
    $0
    Hours/week
    2

  • SHELLY JOON KEITH

    TRUSTEE (THRU 10/24)

    Total calculated
    $0
    Hours/week
    2

  • TONY GELDERMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • TRACY FRIST

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • WILLIAM BATES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CAROL QUILLEN

    PRESIDENT & CEO

    Total calculated
    $524,811
    From this org
    $506,236
    From related orgs
    $0
    Other
    $18,575
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $499,087
    Bonus
    $0
    Other
    $7,149
    Deferred
    $0
    Nontaxable benefits
    $18,575
    Filer's total
    $524,811

  • DENISE WISE

    VP OF FINANCE & CONTROLLER (Former Interim CFO 5-11/24)

    Total calculated
    $257,546
    From this org
    $230,083
    From related orgs
    $0
    Other
    $27,463
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $229,309
    Bonus
    $0
    Other
    $774
    Deferred
    $6,278
    Nontaxable benefits
    $21,185
    Filer's total
    $257,546

  • NATALIE ROBINSON

    CHIEF FINANCIAL OFFICER (AS OF 11/24)

    Total calculated
    $21,967
    From this org
    $21,944
    From related orgs
    $0
    Other
    $23
    Hours/week
    40

  • ROSS M BRADFORD

    ASSISTANT CORPORATE SECRETARY

    Total calculated
    $201,303
    From this org
    $180,027
    From related orgs
    $0
    Other
    $21,276
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,787
    Bonus
    $0
    Other
    $240
    Deferred
    $8,962
    Nontaxable benefits
    $12,314
    Filer's total
    $201,303

  • THOMPSON M MAYES

    CHIEF LEGAL OFFICER & CORPORATE SECRETARY

    Total calculated
    $303,235
    From this org
    $269,136
    From related orgs
    $0
    Other
    $34,099
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $266,850
    Bonus
    $0
    Other
    $2,286
    Deferred
    $13,576
    Nontaxable benefits
    $20,523
    Filer's total
    $303,235

  • DEMOND LEGGS

    EXEC DIR, AACHAF & SR VP, NTHP

    Total calculated
    $274,168
    From this org
    $250,230
    From related orgs
    $0
    Other
    $23,938
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,816
    Bonus
    $0
    Other
    $414
    Deferred
    $11,598
    Nontaxable benefits
    $12,340
    Filer's total
    $274,168

  • EDWARD WHITAKER

    ACTING CHIEF MARKETING OFFICER

    Total calculated
    $204,373
    From this org
    $178,461
    From related orgs
    $0
    Other
    $25,912
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,396
    Bonus
    $0
    Other
    $1,065
    Deferred
    $6,996
    Nontaxable benefits
    $18,916
    Filer's total
    $204,373

  • JO ANN MCELWAIN

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $354,926
    From this org
    $326,243
    From related orgs
    $0
    Other
    $28,683
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $325,469
    Bonus
    $0
    Other
    $774
    Deferred
    $16,343
    Nontaxable benefits
    $12,340
    Filer's total
    $354,926

  • OMAR EATON-MARTINEZ

    SR VP, HISTORIC SITES

    Total calculated
    $230,195
    From this org
    $194,872
    From related orgs
    $0
    Other
    $35,323
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,458
    Bonus
    $0
    Other
    $414
    Deferred
    $10,173
    Nontaxable benefits
    $25,150
    Filer's total
    $230,195

  • ROBERT NIEWEG

    SR VP FOR PRESERVATION SERVICES & OUTREACH

    Total calculated
    $216,623
    From this org
    $201,462
    From related orgs
    $0
    Other
    $15,161
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,274
    Bonus
    $0
    Other
    $1,188
    Deferred
    $9,711
    Nontaxable benefits
    $5,450
    Filer's total
    $216,623

  • SHAW SPRAGUE

    VP FOR GOVERNMENT RELATIONS

    Total calculated
    $211,670
    From this org
    $177,505
    From related orgs
    $0
    Other
    $34,165
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,129
    Bonus
    $0
    Other
    $376
    Deferred
    $9,037
    Nontaxable benefits
    $25,128
    Filer's total
    $211,670

  • TABITHA ALMQUIST

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $308,412
    From this org
    $283,075
    From related orgs
    $0
    Other
    $25,337
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $266,657
    Bonus
    $16,148
    Other
    $270
    Deferred
    $12,669
    Nontaxable benefits
    $12,668
    Filer's total
    $308,412

  • Elizabeth S Merritt

    DEPUTY GENERAL COUNSEL

    Total calculated
    $201,725
    From this org
    $192,182
    From related orgs
    $0
    Other
    $9,543
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,182
    Bonus
    $0
    Other
    $0
    Deferred
    $9,543
    Nontaxable benefits
    $0
    Filer's total
    $201,725

  • MARIANNA KNIGHT

    FORMER VP, HUMAN RESOURCES (THRU 2/24)

    Total calculated
    $215,427
    From this org
    $205,064
    From related orgs
    $0
    Other
    $10,363
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $29,068
    Bonus
    $0
    Other
    $175,996
    Deferred
    $10,226
    Nontaxable benefits
    $137
    Filer's total
    $215,427

  • MICHELLE HORTON

    VP OF INSTITUTIONAL PARTNERSHIPS & STRATEGY

    Total calculated
    $210,541
    From this org
    $202,137
    From related orgs
    $0
    Other
    $8,404
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,884
    Bonus
    $0
    Other
    $253
    Deferred
    $7,596
    Nontaxable benefits
    $808
    Filer's total
    $210,541

  • PATRICIA WINTERTON

    VP OF PHILANTHROPY

    Total calculated
    $234,238
    From this org
    $199,136
    From related orgs
    $0
    Other
    $35,102
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,956
    Bonus
    $0
    Other
    $180
    Deferred
    $9,952
    Nontaxable benefits
    $25,150
    Filer's total
    $234,238

  • SUSAN LATTANZI

    VP OF INFORMATION TECHNOLOGY & REAL ESTATE

    Total calculated
    $218,224
    From this org
    $195,783
    From related orgs
    $0
    Other
    $22,441
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,009
    Bonus
    $0
    Other
    $774
    Deferred
    $10,101
    Nontaxable benefits
    $12,340
    Filer's total
    $218,224

  • PATRICIA M WOODWORTH

    FORMER CHIEF FINANCIAL OFFICER (THRU 5/24)

    Total calculated
    $150,575
    From this org
    $150,431
    From related orgs
    $0
    Other
    $144
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,924
    Bonus
    $0
    Other
    $23,507
    Deferred
    $0
    Nontaxable benefits
    $144
    Filer's total
    $150,575

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4a Severance or change-of-control payment
MARIANNA KNIGHT - $138,513 (POST EMPLOYMENT PAYMENT) EMPLOYEES PARTICIPATE IN 457(B) PLAN: PATRICIA WOODWORTH - $23,000
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE TRUST ADOPTED A NONQUALIFIED DEFERRED RETIREMENT SAVINGS PLAN (457(B)) FOR SENIOR MANAGEMENT AND HIGHLY COMPENSATED EMPLOYEES ON JANUARY 1, 2003. THE PLAN CURRENTLY ALLOWS ELIGIBLE EMPLOYEES TO DEFER SALARY AMOUNTS UP TO THE MAXIMUM ALLOWED UNDER IRS REGULATIONS. THE RETIREMENT COMMITTEE ADOPTED A RESOLUTION ON NOVEMBER 18, 2015 SPECIFYING THAT A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES ARE ELIGIBLE TO PARTICIPATE. AS OF JUNE 30, 2025 AND 2024, ASSETS AND LIABILITIES ASSOCIATED WITH THIS PLAN ARE $641,023 AND $625,391 RESPECTIVELY.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • NATIONAL TRUST COMMUNITY INVESTMENT CORPORATION

    C Corporation · COMMUNITY INVESTMENT · DE · 100% owned · share of income $10,656,098 · share of assets $18,611,418 · controlled entity

    Directly controlled by NTHP

  • NT SOLAR INC

    C Corporation · COMMUNITY INVESTMENT · DE · 100% owned · share of income $6,373,789 · share of assets $2,539,859

    Directly controlled by NTCIC

  • GREENROCK CORPORATION

    C Corporation · MAINTENANCE · NY · 100% owned · share of income $6,151,337 · share of assets $3,040,472 · controlled entity

    Directly controlled by NTHP

  • CHARITABLE REMAINDER UNITRUSTS FOR NTHP

    Trust · CHARITABLE TR · DC · share of income $0 · share of assets $0

    Directly controlled by NA

  • PERMANENT UNITRUST

    Trust · CHARITABLE TR · DC · share of income $0 · share of assets $0

    Directly controlled by NA

  • NT INITIAL INVESTOR INC

    C Corporation · COMMUNITY INVESTMENT · DE · 100% owned · share of income $0 · share of assets $0

    Directly controlled by NTCIC

  • NTCIC LIHTC MANAGER INC

    C Corporation · COMMUNITY INVESTMENT · DE · 100% owned · share of income $0 · share of assets $0

    Directly controlled by NTCIC

  • NTCIC HTC INVEST I MANAGER INC

    C Corporation · COMMUNITY INVESTMENT · DE · 100% owned · share of income $0 · share of assets $0

    Directly controlled by NTCIC

  • NTCIC FUND MANAGER I INC

    C Corporation · COMMUNITY INVESTMENT · DE · 100% owned · share of income $0 · share of assets $100,450

    Directly controlled by NTCIC

Provenance

Return type
form_990
Tax year
2024
Filed
30 April 2026
IRS schema version
2024v5.1
Source object
202621209349302137

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