2026-08-17T14:34:28-05:00 2025-12-31 930954337 TALBOT KORVOLA & WARWICK LLP 14945 SW SEQUOIA PKWY STE 150 PORTLAND OR 97224 990 2025-01-01 911937645 VANCOUVER NATIONAL HISTORIC RESERVE TRUST VANC 3609921800 750 ANDERSON ST VANCOUVER WA 986613855 TEMPLE LENTZ PRESIDENT 3609921800 2026-07-17 1 JASON R ORME P00295966 5032742849 X 2025 2025-03-06 01:10:19Z THE HISTORIC TRUST TEMPLE LENTZ 750 ANDERSON ST VANCOUVER WA 986613855 5616667 0 X WWW.THEHISTORICTRUST.ORG X 1998 WA THE TRUST INSPIRES CIVIC PRIDE AND ECONOMIC VITALITY THROUGH EDUCATION, PRESERVATION AND CELEBRATION OF OUR COMMUNITY'S HISTORY. 12 11 23 20 0 0 1085009 578931 4235185 4448758 306412 327545 32849 115305 5659455 5470539 12000 13480 0 0 1814553 1998584 0 0 213355 3188560 3135765 5015113 5147829 644342 322710 21093144 21109687 3117156 2609690 17975988 18499997 X TO INSPIRE CIVIC PRIDE AND ECONOMIC VITALITY THROUGH EDUCATION, PRESERVATION AND CELEBRATION OF OUR HISTORY. 0 0 2359667 3868078 MASTER LEASE OF CITY OF VANCOUVER PROPERTY: THE TRUST HOLDS A LONG TERM LEASE OF OFFICERS ROW AND THE WEST VANCOUVER BARRACKS FROM THE CITY OF VANCOUVER WHERE THE TRUST IS RESPONSIBLE FOR THE LEASING, MAINTENANCE AND PRESERVATION OF THE HISTORIC STRUCTURES. THE TRUST LEASES APPROXIMATELY 170,000 SQUARE FEET OF SPACE TO TENANTS WITH ADDITIONAL PUBLIC SPACES FOR EDUCATION, INTERPRETATION AND EVENT RENTAL VENUES. PUBLIC USE BUILDINGS AND EVENT VENUES INCLUDE THE HOWARD HOUSE, MARSHALL HOUSE, GRANT HOUSE, RED CROSS BUILDING AND THE ARTILLARY BARRACKS BUILDING. THESE LOCATIONS SERVE A VARIETY OF EVENTS THROUGHOUT THE YEAR INCLUDING WEDDINGS, BUSINESS MEETINGS, FUNDRAISERS, SEMINARS AND CONFERENCES FOR A VARIETY OF USERS WHO GET TO EXPERIENCE THE HISTORY AND THE HISTORIC SITE. EXPENSES LISTED ABOVE INCLUDE OPERATING EXPENSES, MASTER LEASE EXPENSES, TRANSFERS OUT AND CAPITAL FUND EXPENSES. 221481 13480 208001 CELEBRATE FREEDOM PROGRAMS:THE TRUST COORDINATES AND PRODUCES THE CELEBRATE FREEDOM PROGRAMS THAT INCLUDE EDUCATIONAL, INTERPRETIVE AND ENTERTAINMENT ACTIVITIES TO ENGAGE THE COMMUNITY ON THE HISTORIC SITE AND EDUCATE VISITORS ON OUR RICH HISTORY. THESE PROGRAMS INCLUDE THE GENERAL GEORGE C. MARSHALL PUBLIC AND YOUTH LEADERSHIP AWARD PROGRAMS, GENERAL GEORGE C. MARSHALL LECTURE SERIES. THE GENERAL GEORGE C. MARSHALL PUBLIC AND YOUTH LEADERSHIP AWARD PROGRAMS HONORED AN ADULT AND A SENIOR HIGH SCHOOL STUDENT FOR THEIR COMMITMENT TO PUBLIC SERVICE AND DEMONSTRATED LEADERSHIP POTENTIAL. 40014 16958 PROGRAMS, PARTNERSHIPS, AND EDUCATION:THE TRUST PROVIDES PROGRAMMING FOR THE GENERAL PUBLIC THROUGH PARTNERSHIPS WITH HUMANITIES WASHINGTON, VBMA (VANCOUVER BARRACKS MILITARY ASSOCIATION), AND OTHER COMMUNITY GROUPS. THE PROGRAMMING TOPICS RANGE FROM ARCHITECTURE, MUSIC, POLITICS, PHILOSOPHY, MILITARY, AND HISTORY. 1908438 471026 1908438 471026 4529600 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 51 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 WA OR X X TEMPLE LENTZ CEO 3609921800 750 ANDERSON ST VANCOUVER WA 98661 BRENDA ALLING VICE CHAIR 1.00 X X 0 0 0 JOHN DEEDER PAST CHAIR 1.00 X X 0 0 0 BRIAN FLEETWOOD TRUSTEE 1.00 X 0 0 0 JULIE GARVER TRUSTEE 1.00 X 0 0 0 LINDA GLOVER CHAIR 1.00 X X 0 0 0 BILL OMAN TRUSTEE 1.00 X 0 0 0 JUANITA ROGERS TRUSTEE 1.00 X 0 0 0 STEVE SAVAGE TRUSTEE 1.00 X 0 0 0 ALBERT SCHLOTFELDT SECRETARY 1.00 X X 0 0 0 LARRY SMITH TRUSTEE 1.00 X 0 0 0 MICHELLE THOR TRUSTEE 1.00 X 0 0 0 MICHAEL WALKER TREASURER 1.00 X X 0 0 0 BRUCE HAGENSEN TRUSTEE 1.00 X 0 0 0 MARY MEYERS TRUSTEE 1.00 X 0 0 0 DICK POKORNOWSKI TRUSTEE 1.00 X 0 0 0 EILEEN TEMPLE LENTZ CEO 40.00 X 163484 0 30018 AMANDA MOORE CONTROLLER 40.00 X 104258 0 15446 267742 0 45464 2 0 1 0 DISTINCTIVE LANDSCAPING LLC 16620 NE 72ND AVE VANCOUVER WA 98686 LANDSCAPING SERVICES 196013 1 118003 460928 13244 578931 HISTORIC PROPERTY RENT 531310 3868078 3868078 PROVIDENCE 531310 580680 580680 4448758 285095 285095 188578 146128 42450 42450 42450 MISCHELLANEOUS RELATED 531390 115305 115305 115305 5470539 4564063 0 327545 13480 13480 171911 103177 8596 60138 1425522 1264835 75335 85352 102994 87795 5064 10135 131490 110448 6395 14647 166667 145520 7393 13754 9683 9683 72100 70100 2000 99607 11890 87717 253291 207060 40302 5929 21450 21184 196 70 9088 2691 4913 1484 11078 3350 7366 362 460396 460141 255 7114 3647 2683 784 4673 803 3870 223878 215255 8623 142236 105281 36955 REPAIRS 925716 925716 MASTER LEASE PAYMENTS 649252 649252 EQUIPMENT RENTAL 69814 45605 23224 985 BANK CHARGES, MEMBERSHI 58472 43998 9946 4528 117917 98789 9811 9317 5147829 4529600 404874 213355 173965 448572 5602146 3717313 30905 39031 85291 79590 14209954 1299297 10856455 12910657 2033112 2144582 2311270 1769942 21093144 21109687 378915 237736 172401 325761 2565840 2046193 3117156 2609690 X 13919902 16393168 4056086 2106829 17975988 18499997 21093144 21109687 322710 201299 0 X X 0 1 X 1 0 X 649357 2436559 427962 1085009 578931 5177818 649357 2436559 427962 1085009 578931 5177818 128413 5049405 38389 50458 193013 281776 285095 848731 52800 52800 6079349 20380323 0.83060 0.86200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18300 X X 0 579958 82796 27336 635418 551635 56743 28420 579958 508511 72291 29167 551635 645044 -102323 34210 508511 596412 84051 35419 645044 1.00000 0 0 3743851 3743851 10177078 1216193 8960885 106095 83104 22991 182930 182930 12910657 RIGHTS OF USE ASSETS 1751642 COLLECTIONS 18300 1769942 SECURITY DEPOSITS 242598 OPERATING LEASE PAYABLE ROU 1751960 SPLIT INTEREST LIABILITY 51635 2046193 X 5659948 201299 201299 5458649 11890 11890 5470539 5135939 0 5135939 11890 11890 5147829 PART III, LINE 1A: COLLECTIONS AND EXHIBITS IN JUNE 2024, THE OREGON HISTORICAL SOCIETY TRANSFERRED OWNERSHIP OF FURNITURE TO THE TRUST WHICH HAD BEEN ON LOAN AND EXHIBITED ON-SITE SINCE FEBRUARY 1988. THE COLLECTION INCLUDED SOFAS AND MIRRORS AMONG OTHER FURNITURE AND WAS RECORDED AT FAIR MARKET VALUE AS OF THE DATE CONTRIBUTED. PART X, LINE 2: EXCERPT FROM THE FOOTNOTES TO THE AUDITED FINANCIAL STATEMENTS: THE TRUST IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON TRADE OR BUSINESS PROFITS GENERATED BY ACTIVITIES RELATED TO THE TRUST'S EXEMPT FUNCTION. THE TRUST MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES FOR PROFITS GENERATED FROM TRADE OR BUSINESS ACTIVITIES UNRELATED TO THE TRUST'S EXEMPT FUNCTION. THE TRUST HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS, IDENTIFY AND REPORT UNRELATED BUSINESS INCOME, AND DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS. AS OF DECEMBER 31, 2025 AND 2024, THE TRUST BELIEVES THAT IT HAS NOT GENERATED ANY UNRELATED BUSINESS TAXABLE INCOME. MANAGEMENT BELIEVES THAT THE TRUST HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE TRUST WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. GENERALLY, THE TRUST IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, AND LOCAL OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED WITH OFFSETTING INCOME 11,890. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED WITH OFFSETTING INCOME 11,890. 1 GENERAL GEORGE C. MARSHALL PUBLIC LEADERSHIP AWARD PAID TO THE INDIVIDUAL, EDUARDO TORRES OF SOUTHWEST WASHINGTON LEAGUE OF UNITED LATIN AMERICAN CITIZENS (LULAC), CO-OWNER OF BETANCOURT TORRES & ASSOCIATES, AND CO-FOUNDER OF VAMOS VANCOUVER. 1 3500 CASH MARSHALL YOUTH LEADERSHIP AWARD - SCHOLARSHIP TO NAOMI AXELROD OF COLUMBIA RIVER HIGH SCHOOL. 1 4000 CASH MARSHALL YOUTH LEADERSHIP AWARD SCHOLARSHIPS - $1000 EACH TO 5 INDIVIDUALS 5 5000 CASH PRIOR YEAR GENERAL GEORGE C. MARSHALL PUBLIC LEADERSHIP AWARD BALANCE PAID TO THE INDIVIDUAL NALEIGHA WILLIAMS OF LAW ARCHITECTS. 1 980 CASH X X X X X 0 0 0 0 0 0 0 0 0 EILEEN TEMPLE LENTZ CEO 163484 0 0 0 0 0 12645 0 17373 0 193502 0 0 0 MICHELLE THOR BANK MICHELLE THOR WORKS AT COLUMBIA CREDIT UNION WHERE WE HAVE AN ACCOUNT. 0 ALBERT SCHLOTFELDT ATTORNEY MAY HAVE BUSINESS RELATIONSHIPS WITH OTHER MEMBERS OF WHICH WE ARE NOT AWARE 0 MICHAEL WALKER TENANT-LANDLORD 23625 RENTAL OF PROPERTY 0 KAYLEE BUTZ TENANT-LANDLORD 7854 RENTAL OF PROPERTY 0 PATRICIA GAW TENANT-LANDLORD 9660 RENTAL OF PROPERTY 0 FORM 990, PART VI, SECTION A, LINE 2 THERE IS AN ATTORNEY ON THE BOARD AND IT IS POSSIBLE THEY MAY HAVE HAD RELATIONSHIPS WITH OTHER BOARD MEMBERS, BUT WE ARE NOT AWARE OF ANY. THERE IS ALSO A BANKER ON THE BOARD WHO MAY HAVE A RELATIONSHIP WITH OTHER BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B WE WILL DIGITALLY DISTRIBUTE A DRAFT VERSION OF THE 990 TO ALL BOARD MEMBERS WITH A REQUEST FOR THEM TO REVIEW AND SUBMIT ANY QUESTIONS TO US PRIOR TO THE RETURNS BEIING FINALIZED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C WE COLLECT CONFLICT OF INTEREST FORMS FROM EACH BOARD MEMBER ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS COMPENSATION FOR CEO AND OTHER HIGHLY PAID EMPLOYEES WITH LIKE NON-PROFIT ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, DOCUMENTS WILL BE PROVIDED. FORM 990, PART XII, LINE 2C AUDIT COMMITTEE: THERE HAS BEEN NO CHANGE IN THE PROCESS OF OVERSEEING OR SELECTING OUTSIDE AUDITORS FROM THE PRIOR YEAR. PROVIDENCE ACADEMY LLC 750 ANDERSON STREET VANCOUVER WA 98661 REAL ESTATE HOLDING WA 863856 13193491 VANCOUVER NATIONAL HISTORIC RESERVE TRUST