2026-01-16T10:18:43-06:00 2025-03-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-04-01 541426643 American Battlefield Trust AMER 2023671861 1030 15th Street NW Suite 900 Eas Washington DC 20005 Mark Borcherding CFO 2023671861 2026-01-14 1 1 Yong Zhang CPA P01249785 7038930300 2026-01-13 2024 2025-03-06 01:10:19Z Civil War Trust David Duncan 1030 15th Street NW Suite 900 East Washington DC 20005 78691541 0 X www.battlefields.org X 1987 VA See Part III Line 1. 31 29 76 135 0 0 31145236 56277519 113773 165151 -653995 839499 582655 569907 31187669 57852076 893831 3442878 0 0 6299125 6609535 440574 370637 2245469 14625448 29801120 22258978 40224170 8928691 17627906 222795093 248749059 5821931 14100231 216973162 234648828 X See Schedule O 0 0 28435562 3300014 450380 See Schedule O for Land Preservation program detail. 4468026 See Schedule O for Membership program detail. 3356141 142864 217470 See Schedule O for Education program detail. 36259729 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 1 1 1 1 0 0 1 196 0 1 76 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 KY FL GA HI IL KS MD MA MI MS NV NH NJ NM NY NC ND OH 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 David N Duncan President 50.00 1.00 X X 326809 0 98096 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 Virginia Burnley 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 102640 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 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 Stephen D Wyngarden Chief Administrative Officer 40.00 X 155039 0 52857 Mark Borcherding Chief Financial Officer 40.00 X 228273 0 23285 Thomas M Gilmore Chief Real Estate Officer 40.00 X 266373 0 52273 James J Campi Chief Policy & Comm. Officer 40.00 1.00 X 246745 0 31046 Garry E Adelman Chief Historian 40.00 X 188081 0 49797 Lawrence Swiader Chief Digital Officer 40.00 X 188683 0 9383 Paula Rivera Controller 40.00 X 180025 0 8016 1882668 0 324753 21 0 1 0 Wide Awake Films 810 Baltimore Avenue Kansas City MO 64105 Video Production 576276 Newport One Inc 21 Railroad Avenue Duxbury MA 02332 Printing & Reproduction 303540 STACH PLLC 1 Village Lane Suite 1 Asheville NC 28803 Landscape Design 275644 Interactive Knowledge Inc 401 Hawthorne Lane Suite 110-243 Charlotte NC 28204 Website and app development 234543 ZUBR Virtual Reality Ltd 81 Whiteladies Rd Bristol UK AR & VR App Production 225445 14 56659 4905655 27735339 23579866 2532430 56277519 Conference revenue 900099 165151 165151 165151 773785 773785 146405 146405 388072 44439 343633 343633 343633 20360489 450380 20353276 391879 7213 58501 65714 58501 7213 52319 49871 2448 2448 Miscellaneous Income 900099 68416 68416 Membership List 900099 9005 9005 77421 57852076 226100 0 1348457 3442878 3442878 1011338 686907 171203 153228 4489629 3049381 760016 680232 140482 95416 23781 21285 595216 404274 100760 90182 372870 253256 63120 56494 276533 1705 274828 52643 52643 115896 115896 370637 370637 2859835 2770468 23431 65936 466744 367591 7255 91898 3070514 2396244 154667 519603 167371 163218 4153 856767 772273 23461 61033 558970 542935 16035 704196 693778 10418 114684 114684 1331632 1275339 29646 26647 197809 197809 Donated Land 15860080 15860080 Land Maintenance 2423791 2422115 1676 Membership Fulfillment 408859 300565 108294 Direct Mail Processing 207881 207881 126915 125036 1879 40224170 36259729 1718972 2245469 2302659 2981600 13944490 9403674 131612 207692 18656 69366 115627 129997 366718 469277 221362384 5516272 200210868 215846112 25840 12579960 5678623 7061381 222795093 248749059 1370824 1521071 24073 4536056 3228156 1907101 1198878 6136003 5821931 14100231 X 24313710 27543200 192659452 207105628 216973162 234648828 222795093 248749059 17627906 47760 0 X 0 1 X 1 1 1 X 34533695 32554823 35947292 31145236 56277519 190458565 34533695 32554823 35947292 31145236 56277519 190458565 5178058 185280507 345371 388251 1629252 1046008 1308262 4717144 38457 782983 197284 77421 1096145 196271854 931025 0.94400 0.88350 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Income - 2020 Amount: $ 38,457. 2021 Amount: $ 782,983. 2022 Amount: $ 197,284. 2024 Amount: $ 68,416. Membership List - 2024 Amount: $ 9,005. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2057 138024 140081 40178399 40318480 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 225631 292659 243426 140081 901797 250000 250000 250000 250000 1000000 1500000 801 1014 1979 2057 5851 X X X X 16 921.45 0 16 0 2 1 5.00 16709 1 196361745 196361745 20817881 3389274 17428607 866660 412981 453679 3316098 1714017 1602081 215846112 Deferred compensation payable 626597 Lease liability - operating lease 5509406 6136003 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 E Tiller Advisors LLC 113 Rutledge Avenue Charleston SC 29401 Capital Campaign Support 0 9729871 49992 9679879 Newport One 21 Railroad Avenue Duxbury MA 02332 Direct Marketing 0 8950460 320645 8629815 18680331 370637 18309694 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN VA WA WV WI 1 Americans for Battlefield Preservation PO Box 34555 Washington DC 20043 043843239 501(c)(4) 20000 0 Program Support Battle of Nashville Trust Inc 222 Second Avenue North Suite 340-M Nashville TN 37201 621497469 501(c)(3) 25000 0 Acquistion of 1.03-acre Shy's Hill/4601 Benton Smith Tract on the Nashville Battlefield Capital Region Land Conservancy PO Box 17306 Richmond VA 23226 202797635 501(c)(3) 62500 0 Acquistion of 31.29 acre Kingsland LLC tract New Market Heights Battlefield Franklin's Charge Inc PO Box 573 Franklin TN 37065 201774789 501(c)(3) 2100000 0 Acquistion of .85-acre Williams tract on the Franklin's Charge Battlefield Land Conservancy of Adams Co Inc PO Box 4584 670 Old Harrisburg Rd Gettysburg PA 17325 232827874 501(c)(3) 29000 0 Conservation easement grant on 83.5 acre Tatman Tract North American Land Trust 100 Hickory Hill Road PO Box 467 Chadds Ford PA 19317 232698266 501(c)(3) 85000 0 Acquistion of Megill Holding tract 1597 Baltimore Pike, PA, Brandywine Battlefield Shenandoah Valley Battlefields Foundation 9386 South Congress Street New Market VA 22844 542007460 501(c)(3) 180000 0 Acquisition of 3.68-acre New Market Enterprises, LLC Tract at New Market Heights battlefield, VA Virginia Department of Historic Resources Board 2801 Kensington Avenue Richmond VA 23221 State Govt 771474 0 Conservation easement for 100-acre Brandy Rock Farm Inc tract 7 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 1 0 0 0 0 0 0 0 David N Duncan President 325159 0 0 0 1650 0 59000 0 39096 0 424905 0 0 0 Thomas M Gilmore Chief Real Estate Officer 259789 0 5000 0 1584 0 16084 0 36189 0 318646 0 0 0 James J Campi Chief Policy & Comm. Officer 245670 0 0 0 1075 0 13885 0 17161 0 277791 0 0 0 Mark Borcherding Chief Financial Officer 217000 0 10241 0 1032 0 7293 0 15992 0 251558 0 0 0 Garry E Adelman Chief Historian 187049 0 0 0 1032 0 11433 0 38364 0 237878 0 0 0 Stephen D Wyngarden Chief Administrative Officer 151991 0 0 0 3048 0 9304 0 43553 0 207896 0 0 0 Lawrence Swiader Chief Digital Officer 187651 0 0 0 1032 0 9383 0 0 0 198066 0 0 0 Paula Rivera Controller 178993 0 0 0 1032 0 4929 0 3087 0 188041 0 0 0 Part I, Line 4b David N. Duncan participated in a section 457(f) plan with the organization in 2024. During the calendar year 2024, the organization made a contribution of $36,000 to the plan. This amount is included in deferred compensation in part VII, column F and schedule J, column C. X 55 2201180 FMV X 3 331250 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 37 individual transactions, protecting a total of 983.4 acres at 27 battlefields in 9 states during the fiscal year. This includes Antietam, MD; Bentonville, NC; Brandy Station, VA; Breakthrough, VA; Champion Hill, MS; Chattanooga, TN; Chickasaw Bayou, MS; Cold Harbor, VA; Corinth, MS; Deep Bottom II, VA; Fort Blakely, AL; Franklin, TN; Fredericksburg, VA; Gettysburg, PA; Glendale, VA; Goldsborough Bridge, NC; Nashville/Fort Negley, TN; Kernstown, VA; Malvern Hill, VA; Manassas, VA; Munfordville, KY; New Market, VA; New Market Heights, VA; Shiloh, TN; Stones River, TN; Newtown, NY; and Sackets Harbor, NY. Form 990, Part III, Line 4b Membership: The American Battlefield Trust is a membership-based organization with approximately 46,500 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 relies on its members and supporters to help fulfill its battlefield preservation and education missions each 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 1,700 members at the end of the fiscal year. The Trust also recognizes those nearly 1,700 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 484,000 followers on Facebook, 461,000 on YouTube, 49,000 on X (formerly Twitter), 41,100 on Instagram, and 7,800 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 held its 24th Annual National Teacher Institute and fifth annual Virtual Teacher Institute and registered some 1,240 educators from more than 45 states for these professional development experiences, offered free of charge. The Education Department expanded its many video offerings with more than 180 new videos, including our award-winning Step Into History and Animated Maps series. Our Field Trip Fund serviced more than 12,000 students and chaperones, while our Civil War and Revolutionary War Traveling Trunks engaged with more than 29,000 students across the United States. Department staff and contractors also installed new battlefield signage, produced more than 200 new web articles and launched new lessons for teachers. 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 and Executive Committee Members, 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 data 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 VII, Section A Jim Lighthizer received 2024 W2 as part of his deferred compensation payout. Virginia Battlefields I LLC 1030 15th Street NW Ste 900 E Washington DC 20005 933168968 To advance Trust's charitable objectives VA 5546 3958 American Battlefield Trust 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 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 and related sites. 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.