OMB No 1545-0047 Form 990 Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) 20013 Do not enter Social Security numbers on this form as it may be made public. Department of the Treasury ► Internal Revenue Service ► Information about Form 990 and its instructions is at www. irs.qov/form990. A For the 2013 calendar ear or tax ear beg innin g 1 March 20 id endin 28 Februa , 20 14 B Check if applicable C Name of organ ization TheNational Trust for Places of Historic I >t or Natural Beaut D Employer identification number q Address change Doing Business As National Trust 23 7128119 q Name change Number and street (or P 0 box if mail is not delivered to street address) Room/suite E Telephone number q Initial return Heelis , Kemble Drive q Terminated City or town, state or province, country, and ZIP or foreign postal code q Amended return Sw indon , Wiltshire United Kin dom SN2 2NA G Gross receipts $ 769,526,0 q Application pending rN ame and address of principal officer H(a) Is this a group return for subordinates) q Yes q No H(b) Are all subordinates included? q Yes q No instructions) I Tax-exempt status q 501(c)(3) q 501(c) ( ) 4 (insert no) q 4947(a)(1 or q 527 If "No," attach a list (see J Website : ► www.nationaltrust org uk H(c) Group exemption number ► K Form of organization n Corporation F-1 Trust n Association Other ► Charity L Year of formation 1 895 M State of legal domicile UK Summary 1 Briefly describe the organization's mission or most significant activities. The National Trust was formed in 1895 'to promote ------------------------------------------------------- the_permanent tenements lncluding buildings) of beauty or historic interest__ _ preservation, for the benefit of the nation of lands S --- It has_smce^rown into Europe's biggest conservation orgarnsatton ------------- ------------------ ------------------------------- q 2 Check this box ► if the organization discontinued its operations or disposed of more than 25% of its net assets. 0 3 Number of voting members of the governing body (Part VI, line 1a) . 3 12 4 Number of independent voting members of the governing body (Part VI, line 1 b) . 4 12 W Z. 5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) 5 6,464 6 Total number of volunteers (estimate if necessary) . 6 60,080 7a Total unrelated business revenue from Part VIII, column (C), line 12 . 7a b Net unrelated business taxable income from Form 990-T, line 34 7b Prior Year Current Year a> 8 Contributions and grants (Part VIII, line 1 h) . 399 , 585,000 382 , 625 000 co 9 Program service revenue (Part VIII, line 2g) . 208 , 875, 000 222 , 279 , 000 C) 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) . 40, 988, 000 44 , 131 , 000 °C 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11 e) . 27,950, 000 32 461,000 z 12 Total revenue-add lines 8 through 11 (must equal Part VIII, column (A), line 12) 677 , 398 , 000 681 , 496, 000 13 Grants-end mil at P rt IX, column (A), lines 1-3) . 14 Ben fits paiid^ o o ers (P IX, column (A), line 4) . U) 15 Sala les other compensation, em ee benefits (Part IX, column (A), lines 5-10) 266,232 ,000 272 , 993,000 16a Prof s§tonalf draisin (P column (A), line 11e) - C b Tota Th dralsing expenses (Part IS, olumn (D), line 25) ► 10,302,000 17 Othe a penses (Pa^rt-IXcolumn (A)', lines 11 a-11 d, 11 f-24e) 384,514 ,000 421 ,274,000 r-J O 18 Total expenses iA 1%s^31 7 (rn st equal Part IX, column (A), line 25) 650, 746,000 694 , 267,000 -)a 19 Revenue less expenses Subtract line 18 from line 12 26, 652,000 (12 ,771 ,000) Beginning of Current Year End of Year = 20 Total assets (Part X, line 16) . 2, 125,934 000 2 1 215 , 212 , 000 21 Total liabilities (Part X, line 26) 338,551 ,000 398 , 749,000 zLL 22 Net assets or fund balances. Subtract line 21 from line 20 1,787,383 000 1 , 816, 463,000 Signature Block Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge Sign Signature of offic Date , Z hi, A Here Paid Preparer Use Only For Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2013) Page 2 Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line in this Part III q 1 Briefly describe the organization's mission. Our charity looks after special_ places 'forever, for everyone ' throughout England , Wales and Northern Ireland ------------------------------------------------------------------------------------------------------------------------------------------- 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? . q Yes Z No If "Yes," describe these new services on Schedule O. 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? . q Yes No If "Yes," describe these changes on Schedule O. 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501 (c)(3) and 501 (c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. 4a (Code: _ ) (Expenses $ ______ 357,636 ,000 including grants of $ ________________________) (Revenue $ ________________________ ) --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Property operating costs of National Trustproperties __________ --------------------------------------------------------------------------------------------- --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- This comprises recurnno expenditure on properties held for preservation , including: 709 miles of coastline , 610,000 acres of land of ___ outstandmgnatural _ beauty and 300 historic houses ancient monuments _gardens nature reserves and_parks __ - - - - - - - -------- ------------------- --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- 4b (Code: - ) (Expenses $ 140,852 ,000 including grants of $ ________________________) (Revenue $ ________________________ ) -------------- ---------------------- --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Conservation and preservation of National Trust pro ernes - This mcludes_restoration works_on preservation properties and mayor projects of a conservation nature_ and the costs_of the-------------- -and-contents,___ extensive- advisory and research services provided bx the Trust in relation_to the conservation of us histonc_buildings its coast, countryside and -------------------- gardenproperties------------------------------------------------------------------------------------------------------------------- 4c (Code: ________ ) (Expenses $ __________ 8,866,000 including grants of $ ------------------------ ) (Revenue $ ------------------------ ) Acqusiuon of new land, properties and chattels forpreservation__ ---- --------------- - ------------------------------------------------------------------------------------------------------------------------------------------------------------------ In recent years we have acquired: over 10,000 acres of countryside, 10 miles of coastline and made numerous acquisitions of chattels-for ourproperUes._ ------------------- ------------------------------------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------------------------------------------------ 4d Other program services (Describe in Schedule