2025-01-15T11:23:08-06:00 2024-03-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2023-04-01 541426643 American Battlefield Trust AMER 2023671861 1030 15th Street NW Suite 900 Eas Washington DC 20005 Mark Borcherding CFO 2023671861 2025-01-08 1 1 Yong Zhang CPA P01249785 7038930300 2025-01-07 2023 2024-10-15 13:58:12Z X Civil War Trust David Duncan 1030 15th Street NW Suite 900 East Washington DC 20005 38480225 0 X www.battlefields.org X 1987 VA See Part III Line 1. 31 29 80 111 0 0 35947292 31145236 94459 113773 -4677036 -653995 1333374 582655 32698089 31187669 1312312 893831 0 0 5803442 6299125 404025 440574 2223235 11754013 14625448 19273792 22258978 13424297 8928691 214046242 222795093 6007687 5821931 208038555 216973162 X See Schedule O 0 0 11091347 836996 301862 See Schedule O for Land Preservation program detail. 4247694 See Schedule O for Membership program detail. 2976844 56835 113773 See Schedule O for Education program detail. 18315885 1 1 0 1 0 0 1 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 201 0 1 80 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS NY LA ME MD MA MI MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X Mark Borcherding CFO 2023671861 1030 15th Street NW Suite 900 East Washington DC 20005 Dr Mary Abroe Chair 5.00 X X 0 0 0 William J Hupp Vice-Chair 5.00 X X 0 0 0 Travis K Anderson Treasurer 5.00 X X 0 0 0 William W Vodra Secretary, Ex-officio 5.00 0.10 X X 0 0 0 Robert C Daum Trustee 5.00 X 0 0 0 Don Barrett Trustee 1.00 X 0 0 0 John T Beaty Jr Trustee 1.00 X 0 0 0 John BT Campbell III Trustee 1.00 X 0 0 0 John Culberson Trustee 1.00 X 0 0 0 Richard G Etzkorn Trustee 1.00 X 0 0 0 Thomas P Hand Trustee 1.00 X 0 0 0 Van D Hipp Jr Trustee 1.00 X 0 0 0 Thomas H Lauer Trustee 1.00 X 0 0 0 O James Lighthizer Trustee 1.00 0.10 X 106641 0 0 Jeff P McClanathan Trustee 1.00 X 0 0 0 Noah B Mehrkam Trustee 1.00 X 0 0 0 General Richard P Mills Trustee 1.00 X 0 0 0 John L Nau III Trustee 1.00 0.10 X 0 0 0 Stephan F Newhouse Trustee 1.00 X 0 0 0 Marshal A Oldman Trustee 1.00 X 0 0 0 J Dennis Sexton Trustee 1.00 X 0 0 0 John Sivolella Trustee 1.00 X 0 0 0 Barbara L Stewart Trustee 1.00 X 0 0 0 Madhu Tadikonda Trustee 1.00 X 0 0 0 Charles E Trefzger Trustee 1.00 X 0 0 0 Christopher C Welton Trustee 1.00 X 0 0 0 Susan Whitaker Trustee 1.00 0.10 X 0 0 0 David J Abbey Trustee 1.00 X 0 0 0 Tommas B Nusz Trustee 1.00 X 0 0 0 John M Taylor Trustee 1.00 X 0 0 0 David N Duncan President 50.00 1.00 X X 320914 0 47908 Stephen D Wyngarden Chief Administrative Officer 40.00 X 147665 0 44665 Mark Borcherding Chief Financial Officer 40.00 X 167539 0 14228 Thomas M Gilmore Chief Real Estate Officer 40.00 X 268816 0 47120 James J Campi Chief Policy & Comm. Officer 40.00 1.00 X 238302 0 27644 Garry E Adelman Chief Historian 40.00 X 180240 0 41036 Lawrence Swiader Chief Digital Officer 40.00 X 180571 0 8977 Alice D Mullis Director of Development 40.00 X 141715 0 29528 1752403 0 261106 19 0 1 0 Newport One Inc 21 Railroad Avenue Duxbury MA 023323807 Printing & Reproduction/Direct Mail Proc 1725731 Wide Awake Films 315 Delaware Street Kansas City MO 64105 Video Production 422309 STACH pllc 1 Village Lane Suite 1 Asheville NC 28803 Landscape Design 408903 Moore Response Management Group 100 Jamison Court Hagerstown MD 21740 Direct Mail Processing 323974 Zubr Virtual Reality Ltd 30 W 26th Street 6th Floor New York NY 10010 AR & VR App Production 245205 12 65704 4249015 5716917 21113600 3340780 31145236 Conference revenue 900099 113773 113773 113773 451291 451291 253022 253022 341695 23950 317745 317745 317745 5815629 301862 5801671 1421106 13958 -1119244 -1105286 -1119244 13958 57717 45829 11888 11888 31187669 -993583 0 1036016 X 893831 893831 921405 631574 151814 138017 4313169 2956448 710653 646068 189977 130219 31302 28456 500636 343159 82487 74990 373938 256315 61611 56012 458524 265981 192543 74273 74273 241447 241447 440574 440574 2585885 2428452 63964 93469 346281 276388 938 68955 2464053 1873024 136657 454372 427554 427554 954303 790592 85579 78132 455200 437724 17476 715601 707810 7791 101617 101617 995525 903973 47858 43694 182268 182268 Donated Land 3117579 3117579 Land Maintenance 909032 908691 341 Membership Fulfillment 408226 307730 100496 Direct Mail Processing 86584 86584 101496 46925 54571 22258978 18315885 1719858 2223235 8236247 2302659 8574588 13944490 399334 131612 515379 18656 94133 115627 321309 366718 205304870 5094002 193021534 200210868 26311 25840 2857407 5678623 214046242 222795093 997795 1370824 63071 24073 3215909 3228156 1730912 1198878 6007687 5821931 X 16337107 24313710 191701448 192659452 208038555 216973162 214046242 222795093 8928691 5916 0 X 0 1 X 1 1 1 X 36294263 34533695 32554823 35947292 31145236 170475309 36294263 34533695 32554823 35947292 31145236 170475309 15432368 155042941 420647 345371 388251 1629252 1046008 3829529 173521 38457 782983 197284 1192245 175497083 909337 0.88350 0.89540 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Income - 2019 Amount: $ 14,977. 2020 Amount: $ 38,457. 2021 Amount: $ 782,983. 2022 Amount: $ 197,284. Reimbursement - 2019 Amount: $ 158,544. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1979 241447 243426 21442806 21686232 1000000 250000 0 0 841352 1000000 1000000 1000000 3841352 5762028 218521 225631 292659 243426 980237 210338 250000 250000 250000 960338 1440507 1222 801 1014 1979 5016 X X X X 16 921.45 0 16 0 2 1 5.00 16222 1 184674865 184674865 16989282 3210213 13779069 861907 407058 454849 2778816 1476731 1302085 200210868 Deferred compensation payable 663370 Lease liability - operating lease 535508 1198878 X Part II, Line 5: The Organization has a written document regarding the periodic monitoring inspection, violations, and enforcement of the conservation easements it holds. Any violations will be communicated in writing to the landowner, providing a period of time to remedy any violations. If any violations have not been corrected, or a resolution not negotiated, legal action will be taken. Part II, Line 9: Conservation easements are recorded as assets. Part X, Line 2: Management has evaluated the Trust's tax positions and concluded that the Trust's consolidated financial statements do not include any uncertain tax positions. X X X X X 1 Newport One 21 Railroad Avenue Duxbury MA 02332 Direct Marketing 0 8178611 288076 7890535 Winkler Group Consulting 1036 eWall Street Mt Pleasant SC 29464 Capital Campaign Support 0 2763691 140000 2623691 E Tiller Advisors LLC 113 Rutledge Avenue Charleston SC 29401 Capital Campaign Support 0 2403647 12498 2391149 13345949 440574 12905375 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS NE NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI 1 Reflection Riding Nature Center 400 Garden Road Chattanooga TN 37419 581311080 501(c)(3) 6846 0 Grant for Acquisition of Braddock Tract at Chattanooga Commonwealth of Kentucky Kentucky Heritage Council 410 High Street Frankfort KY 40601 State govt 250000 0 Pass thru grant for Acquistion of 20.89 acre Madison County Tract Richmond Battlefield Friends of Minute Man National Park 174 Liberty Street Concord MA 01742 223090536 501(c)(3) 10000 0 Elm Brook Hill Archeology Project South Carolina Battleground Preservation Trust P O Box 80668 Charleston SC 29416 571004102 501(c)(3) 179177 0 Acquisitions of Kelly Tract and Hawkesworth Tract and various surveys/appraisals Franklin's Charge 604 West Main Street Franklin TN 37064 201774789 501(c)(3) 350000 0 Acquisition of Williams Tract on Franklin's Charge Battlefield Americans for Battlefield Preservation PO Box 34555 Washington DC 20043 043843239 501(c)(4) 20000 0 Program Support. 5 1 Part I, Line 2: Most of the grants issued are reimbursement grants to aid in acquiring land or conservation easements. The grant is not issued until the land or easement has been acquired or at the time of settlement. These types of grants do not need monitoring. X X 0 0 0 0 0 0 0 0 0 David N Duncan President 319839 0 0 0 1075 0 19423 0 28485 0 368822 0 0 0 Thomas M Gilmore Chief Real Estate Officer 267232 0 0 0 1584 0 16193 0 30927 0 315936 0 0 0 James J Campi Chief Policy & Comm. Officer 237227 0 0 0 1075 0 14281 0 13363 0 265946 0 0 0 Garry E Adelman Chief Historian 179208 0 0 0 1032 0 10963 0 30073 0 221276 0 0 0 Stephen D Wyngarden Chief Administrative Officer 144617 0 0 0 3048 0 8415 0 36250 0 192330 0 0 0 Lawrence Swiader Chief Digital Officer 179539 0 0 0 1032 0 8977 0 0 0 189548 0 0 0 Mark Borcherding Chief Financial Officer 166722 0 0 0 817 0 3849 0 10379 0 181767 0 0 0 Alice D Mullis Director of Development 141499 0 0 0 216 0 8700 0 20828 0 171243 0 0 0 X 52 3257780 FMV X 2 83000 Appraisals 0 1 0 Form 990, Part III, Line 1, Description of Organization Mission: The American Battlefield Trust preserves America's hallowed battlegrounds and educates the public about what happened there and why it matters. The purpose of the American Battlefield Trust is to inspire appreciation of America, its history, and its promise of liberty through an understanding of the wars fought on its soil, and of the sacrifices of earlier generations of Americans. Form 990, Part III, Line 4a Land Preservation: Through acquisitions and grants, the American Battlefield Trust completed 47 individual transactions, protecting a total of 1,993 acres at 30 battlefields in 11 states during the fiscal year. This includes Chickamauga, GA; Belmont, KY; Antietam, MD; Brices Crossroads, MS; Chickasaw Bayou, MS; Corinth, MS; Bentonville, NC; Wyse Fork, NC; Newtown, NY; Gettysburg, PA; Charleston, SC; Hobkirk Hill, SC; Franklin, TN; Shiloh, TN; Boydton Plank Road, VA; Breakthrough, VA; Cedar Mountain, VA; Chancellorsville, VA, Dinwiddie Court House, VA; Gaines' Mill, VA; Glendale, VA; Mine Run, VA; New Market, VA; Reams Station, VA; Seven Pines, VA; Spotsylvania CH, VA; Trevilian Station, VA; White Oak Road, VA; Wilderness, VA and Shepherdstown, WV. Form 990, Part III, Line 4b Membership: The American Battlefield Trust is a membership-based organization with approximately 44,000 active members from all 50 states, and more than a dozen territories and other nations. Each quarter, every member receives our 48-page magazine, Hallowed Ground, as a free educational membership benefit. The magazine highlights how their direct support helps preserve endangered Civil War and Revolutionary War battlefield land, advances the cause of education about this key period in our Nation's history, and educates them directly on historical elements of importance about the Nation's first 100 years, and land preservation. The Trust depends upon its members and supporters to help fulfill its battlefield preservation and education missions every year through their contributions, as well as additional charitable gifts. The Trust also has a major donor society, as a subset of its overall membership, called the Color Bearers, comprised of those members who make membership payments of $1,000 or more annually. Total membership in this group was approximately 1,600 members at the end of the fiscal year. The Trust also recognizes those nearly 1,600 members who have also made a planned gift to preservation in a special group called the Honor Guard. Further, the Trust enjoys the support of more than 467,000 followers on Facebook, 410,000 on YouTube, 49,000 on X (formerly Twitter), 38,800 on Instagram, and 7,000 on LinkedIn, and more than 40,000 on other social networks, opening new pools of potential future supporters. Form 990, Part III, Line 4c Education: This fiscal year, the Education Department hosted its 23rd Annual National Teacher Institute and fourth annual Virtual Teacher Institute. More than 1,200 educators from five countries, 45 states, and the District of Columbia participated in these professional development experiences, offered free of charge. The Education Department expanded its many video offerings with more than 150 new videos, including our award-winning "Step In and Virtual Field Trips Series'. Our Field Trip Fund serviced more than 11,500 students and chaperones, and our Traveling Trunk Program expanded to include both Civil War and Revolutionary War trunks, as these resources engaged with more than 20,000 students across the United States. Department staff and contractors also produced more than 200 new web articles and launched curricula for the Revolutionary War and the War of 1812. Form 990, Part VI, Section A, line 1a As defined in the Trust's By-laws, the Executive Committee shall consist of the Board Chair, all Board Vice Chairs, the immediate Past Chair, the Secretary, the Treasurer, and the chairs of the standing committees. The Board may also elect additional Trustees to the Executive Committee. In addition, the President of the Trust shall serve as a non-voting member of the Executive Committee. Form 990, Part VI, Section B, line 11b Audit Committee Members, Chair of the ABT Board, President, COO, CFO and Key Employees review the 990 initially. If any corrections need to be made, the auditing firm is notified. After the corrections, the 990 is then distributed to the whole Board of Trustees before the 990 is filed either in paper or electronic form. Form 990, Part VI, Section B, line 12c The conflict of interest policy is provided in a Trustee Orientation Manual given to new Trustees shortly after they are elected to the Board and they are asked to return a signed acknowledgment of receipt. In addition, Trust staff working with Trustees, landowners, grantors, and other parties involved in a prospective land transaction are required to look for and avoid any conflicts of interest or the appearance of such. That requirement is documented in an internal control procedure, which the Trust's Chief Administrative Officer (CAO) is responsible for administering and has full authority to enforce. The CAO will elevate matters to the Trust President who may also involve the Chair of the Board if needed. Corrective measures may include up to and including termination of employment, office, or board membership. Trustees are also required to sign an acknowledgement of receipt of the conflict of interest policy every two years, under the oversight and enforcement of the Board's Governance Committee. Form 990, Part VI, Section B, line 15 American Battlefield Trust will use comparability date and pay salaries that are competitive with those paid for comparable positions in other Non-Profit Organizations. Each employee's salary is reviewed annually. Salary adjustments, if any will be discussed at this time as well. Salary adjustments will be prepared and recommendations will be made at the time the budget is presented to the Board. If approved, they will become effective at the President's discretion. The President's compensation is determined by the Board Chair and Vice-Chair and reviewed by the Executive Committee. Form 990, Part VI, Section C, line 19 Copies of the governing documents, conflict of interest policy, and financial statements will be provided upon request to the public. Our audited financials and Form 990 are on the American Battlefield Trust website. Form 990, Part IX, line 11g Other Professional Services: Program service expenses 2,428,452. Management and general expenses 63,964. Fundraising expenses 93,469. Total expenses 2,585,885. Form 990, Part VII, Section A Jim Lighthizer received 2023 W2 as part of his deferred compensation payout. Americans for Battlefield Preservation PO Box 34555 Washington DC 20043 043843239 See Part VII DC 501(c)(4) 0 Endangered Battlefield Defense Fund 1030 15th Street NW Suite 900 East Washington DC 20005 271035136 To carry out the purposes of the American Battlefield Trust VA 501(c)(3) Line 12a, I American Battlefield Trust 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 Americans for Battlefield Preservation B 20000 Cash/FMV FORM 990, SCHEDULE R, PART II, LINE B The mission of Americans for Battlefield Preservation (AFBP) is to promote awareness of our nation's endangered historic battlegrounds. It is a strictly non-partisan organization that seeks to build support for battlefield preservation among lawmakers on all levels of government. In addition, AFBP supports public funding for battlefield preservation and trains local advocates to successfully conduct community grassroots organizing, fundraising, and media relations.