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ObjectId: 201531049349301013 - Submission: 2015-04-14
TIN: 53-0210807
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
See separate instructions.
Information about Schedule R (Form 990) and its instructions is at
www.irs.gov/form990
.
OMB No. 1545-0047
20
13
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)
Heritage Travel LLC
1155 15th Street NW
Suite 300
Washington
,
DC
20005
26-1983358
Travel
DE
954,157
4,324,217
National Trust Community Investment Corporation
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)
NT CDFI Inc
2600 Virginia Avenue NW Suite 1000
Washington
,
DC
20037
41-2138426
Community Development
DE
501 (c) (3)
11 Type 1
NTHP
Yes
(2)
National Main Street Center Inc
2600 Virginia Avenue NW
Suite 1000
Washington
,
DC
20037
46-1405965
Historic Preservation, Revitalize Downtown and Commercial Neighorhood Districts
DE
501 (c) (3)
509 (a) (2)
NTHP
Yes
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Page 2
Schedule R (Form 990) 2013
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
(1)
National Trust Insurance Services
24 Commerce Street
Baltiimore
,
MD
212023262
20-0590526
Insurance Agency
MD
National Trust Community Investment Corporation
Unrelated
353,646
40,324
No
99 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
(1)
National Trust Community Investment Corporation
1155 15th Street NW
Suite 300
Washington
,
DC
20005
52-2267085
Community Investments
DE
NTHP
C
9,580,367
12,031,165
100 %
Yes
(2)
Charitable Remainder Unitrusts - 4 - NTHP
2600 Virginia Avenue NW
Washington
,
DC
20037
Charitable Trusts
DC
N/A
T
82,526
983,942
100 %
No
Schedule R (Form 990) 2013
Page 3
Schedule R (Form 990) 2013
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
.
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1a
Yes
b
Gift, grant, or capital contribution to related organization(s)
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1b
Yes
c
Gift, grant, or capital contribution from related organization(s)
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1c
No
d
Loans or loan guarantees to or for related organization(s)
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1d
Yes
e
Loans or loan guarantees by related organization(s)
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1e
No
f
Dividends from related organization(s)
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1f
Yes
g
Sale of assets to related organization(s)
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1g
No
h
Purchase of assets from related organization(s)
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1h
No
i
Exchange of assets with related organization(s)
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1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
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1j
Yes
k
Lease of facilities, equipment, or other assets from related organization(s)
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1k
No
l
Performance of services or membership or fundraising solicitations for related organization(s)
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1l
Yes
m
Performance of services or membership or fundraising solicitations by related organization(s)
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1m
Yes
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
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1n
No
o
Sharing of paid employees with related organization(s)
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1o
Yes
p
Reimbursement paid to related organization(s) for expenses
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1p
No
q
Reimbursement paid by related organization(s) for expenses
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1q
Yes
r
Other transfer of cash or property to related organization(s)
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1r
Yes
s
Other transfer of cash or property from related organization(s)
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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)
National Trust Community Investment Corporation
a-iii
584,297
Book Value
(2)
National Trust Community Investment Corporation
a-iv
85,814
Book Value
(3)
National Trust Community Investment Corporation
d
25,240
Book Value
(4)
National Trust Community Investment Corporation
f
1,531,391
Book Value
(5)
National Trust Community Investment Corporation
l
30,000
Book Value
(6)
National Trust Community Investment Corporation
m
4,008
Book Value
(7)
National Trust Community Investment Corporation
o
74,007
Book Value
(8)
National Trust Community Investment Corporation
q
390,224
Book Value
(9)
National Trust Community Investment Corporation
r
38,730
Book Value
(10)
National Trust Community Investment Corporation
s
175,048
Book Value
(11)
National Trust Insurance Services
d
395
Book Value
(12)
National Trust Insurance Services
o
95
Book Value
(13)
National Trust Insurance Services
d
246
Book Value
Schedule R (Form 990) 2013
Page 4
Schedule R (Form 990) 2013
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) 2013
Page 5
Schedule R (Form 990) 2013
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference
Explanation
Schedule R (Form 990) 2013
Additional Data
Software ID:
13000241
Software Version:
v1.00