2024-11-04T05:16:50-05:00 2023-12-31 990 2023-01-01 571176199 Capitol Historic Trust Inc % Mario Leonel CAPI 2023285260 2424 Tracy Place NW Washington DC 20008 Mario Leonel President 2024-11-04 2023 2024-10-15 13:58:12Z Capitol Historic Trust Mario Leonel 2424 Tracy Place NW Washington DC 20008 1090111 false X 2424 Tracy Place NW X 2003 MD Contribute to preservation of the nations architectural heritage through supporting protection and preservation of historically important properties. 5 3 0 0 0 0 1500 0 0 0 37209 131573 0 0 38709 131573 75000 0 0 0 22099 25000 0 0 0 153597 149749 250696 174749 -211987 -43176 2072188 2029012 0 0 2072188 2029012 Contribute to preservation of the nations architectural heritage through supporting protection and preservation of historically important properties. false false 46231 0 0 Monitoring of Easement-protected Properties: Annual onsite inspection of each property protected with the organizations preservation easement to monitor compliance by the property owner with the easement terms. Photographs and field reports documenting the property condition entered into organization data base and compared with baseline and prior year documentation. Notation of any alterations made and any actions recommended or required to be taken by owner. Hundreds of historic properties benefited. 52183 0 0 Enforcement of Easement Compliance: Regular contact with easement protected properties owners to reinforce owner obligations and organization rights under the easement. Update owner information annually using public real property records. Send written correspondence annually to each property owner with results of the organizations annual inspection. Verbal and written communication to clarify easement terms and potential enforcement actions. Respond to owner requests for permission to alter the property detailing the terms of any approval. Provide new owners with the recorded easement and information about owner obligations annual monitoring and change request policies. Actions to enforce compliance through exercise of remedies provided for in easement when necessary. Hundreds of historic properties benefited 26284 0 0 Education about and Support of Preservation Efforts: Education of owners of historic properties about benefits of historic preservation through telephone consultation emails and website www.capitoltrust.org. Support of community preservation efforts through conferences educational materials and grants to preservation organizations. Dozens of historic property owners benefited. 0 0 0 124698 true false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false true 0 0 true 0 false false false false false false false 0 false false false false false false false false false false X 5 3 true false false false false false false true true false false true true true true false true true false false X Mario Leonel 2023285260 2424 Tracy Place NW Washington DC 20008 X Mario Leonel President 10.00 0.00 X X 0 0 25000 Lisa Gibson Secretary 0.10 0.00 X 0 0 0 Mary Ellen Seravalli Director 1.00 0.00 X X 0 0 0 Mario A Leonel Director 1.00 0.00 X 0 0 0 Roy S Turner Director 1.00 0.00 X 0 0 0 0 0 25000 0 false false false 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 42407 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1047704 0 958538 0 89166 0 89166 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 131573 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 25000 12500 12500 0 0 0 0 0 0 0 0 0 39600 14400 25200 0 9600 4800 4800 0 0 0 0 0 0 0 0 0 0 0 85448 85448 0 0 0 0 0 0 1869 934 934 0 4610 2305 2305 0 0 0 0 0 7300 3650 3650 0 755 377 377 0 0 0 0 0 567 284 284 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 174749 124698 50050 0 0 0 0 0 32053 34746 167439 1171981 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1872696 822285 0 0 0 0 0 0 0 0 2072188 2029012 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 2072188 2029012 2072188 2029012 2072188 2029012 -43176 0 0 0 0 0 X false false false X 2500 46450 75000 1500 0 125450 0 0 0 0 0 0 0 0 0 0 0 0 2500 46450 75000 1500 0 125450 37884 87566 36284 27412 13178 31924 42407 151205 0 0 0 0 0 0 0 0 0 0 0 0 276655 0.3165 0.3334 X X 409 409 123 0 2 true 1167 98415 true Part II, line 9 The organization does not establish or include a value for conservation easements in its internal accounting whether as revenue expense asset or liability. Conservation easements have no financial value to the organization. Similarly the organization does not determine a noncash contribution amount for a conservation easement qualified conservation contribution historic structure and does not report a noncash contribution amount for a donation of a conservation easement on the Statement of Revenue Form 990 Part VIII line 1g. TPG Partners LLC See explanation below 99648 Service Agreement false Part V | PartandLinenumber:,Explanation:| Part IV General,Form 990 Part IV Line 28 and Schedule L Part IV Line 1 Business Transactions Involving Interested Persons: Mario Leonel the President and a director of the organization and Karen M. Leonel general counsel of the organization each own more than 35% of TPG Partners LLC a DC limited liability company. TPG Partners is party to a service agreement with the organization under which TPG Partners provides legal and accounting services as well as support services for the monitoring enforcement and easement acceptance activity of the organization and correspondence with easement-encumbered property owners. The agreement does not provide for a sharing of the organizations revenues.| Part VI, Line 2 Form 990 Part VI Line 2 - Business or Family Relationship of Officers Directors Etc. Mario Leonel the President and a director of the organization and Mario A. Leonel a director of the organization are father and son. Mario Leonel and Karen M. Leonel general counsel for the organization are married and also have a business relationship with TPG Partners LLC Inc. as disclosed in Note 1 below Part VI, Line 11b The organization provided a complete copy of the Form 990 to the organizations governing body prior to filing for review and comment. Part VI, Line 12c The organization requires each director to annually complete a questionnaire to determine the existence or appearance of existence of any potential or actual conflict of interest. Then the organization at a meeting of its governing body reviews the questionnaires as well as the conflict of interest policy of the organization and compliance with the terms of the policy Part VI, Line 15 The organization does not compensate its officers except see Form 990 Part VII - Compensation Explanation regarding the organization health plan. The organization is party to a service agreement with TPG Partners LLC see Schedule O Part VII General which was reviewed and approved by independent disinterested members of the organizations governing body upon review of comparability data and the deliberations and decision of such members was contemporaneous substantiated in the minutes of the meetings of the governing body. Part VI, Line 19 The governing documents conflict of interest policy and financial statements of the organization are maintained in its offices and available to the public on request. Part IX, Line 11g Line 11g Other Fees for services not listed on lines 11a through 11f.: Monitoring Support $37,948. Easement Enforcement Support $36,700. Property owner education about easements $10,800. Total $85,448. Part VII General | Explanation:| Form 990 Part VII - Compensation Explanation: Mario Leonel as a retired employee of the organization is eligible for the retiree health reimbursement arrangement benefit plan of the organization and received $25,000 in benefits in 2023 under the plan. See Line 1a 1E.