2024-12-18T14:51:45-06:00 2023-12-31 582487348 APRIO ADVISORY GROUP LLC 111 ROCKVILLE PIKE SUITE 600 ROCKVILLE MD 20850 990 2023-01-01 521154054 THE L'ENFANT TRUST LENF 2024834880 1307 NEW HAMPSHIRE AVENUE NW 400 WASHINGTON DC 20036 LAUREN OSWALT MCHALE PRESIDENT 2024834880 2024-12-18 1 0 BART LANMAN P00064378 3012316200 2024-12-17 2023 2024-10-15 13:58:12Z X LAUREN OSWALT MCHALE 1307 NEW HAMPSHIRE AVE NW SUITE 400 WASHINGTON DC 20036 979049 0 X WWW.LENFANT.ORG X 1978 DC THE PRIMARY EXEMPT PURPOSE IS TO PROMOTE A PUBLIC AESTHETIC IN LAND USE PLANNING IN WASHINGTON DC. 9 9 3 9 0 0 117319 232150 0 529000 80467 49444 5 216 197791 810810 0 1750 0 0 191148 226090 0 0 20172 108975 889540 300123 1117380 -102332 -306570 2688456 2337559 309846 3071 2378610 2334488 THE PRIMARY EXEMPT PURPOSE IS TO PROMOTE A PUBLIC AESTHETIC IN LAND USE PLANNING IN WASHINGTON DC. 0 0 52631 PRESERVATION PROGRAM - THE TRUST CREATES AND MAINTAINS PROGRAMS TO PROMOTE THE BEAUTY OF WASHINGTON'S URBAN ENVIRONMENT. THE TRUST WAS A PIONEER IN THE USE OF THE UNIQUE AND POWERFUL PRESERVATION TOOL - THE CONSERVATION EASEMENT. THE EASEMENT IS AN ENFORCEABLE PROMISE, VOLUNTARILY MADE BY A PROPERTY OWNER AND BINDING ON ALL SUBSEQUENT OWNERS, THAT NO CHANGE IN THE EXTERIOR APPEARANCE OF A PROTECTED BUILDING WILL BE MADE UNLESS CONSENTED TO BY THE L'ENFANT TRUST. 959020 1750 529000 HPR PROGRAM (REVOLVING FUND PROGRAM) - THE TRUST ACQUIRES AT-RISK HISTORIC STRUCTURES, EITHER BY OUTRIGHT PURCHASE OR IN PARTNERSHIP WITH OTHERS. THE PROPERTIES ARE REHABILITATED, PROTECTED WITH CONSERVATION EASEMENTS, AND THEN SOLD. THE SALES PROCEEDS ARE REVOLVED BACK INTO THE FUND TO PAY FOR FUTURE HISTORIC REHABILITATIONS. 1011651 1 1 0 0 0 0 1 0 0 0 1 0 1 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 1 0 0 0 0 0 0 0 1 0 0 3 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DC X X LAUREN OSWALT MCHALE 2024834880 1307 NEW HAMPSHIRE AVE NW SUITE 400 WASHINGTON DC 20036 GREGORY LUBAR CHAIRMAN 0.50 X X 0 0 0 TRIPP DONNELLY TRUSTEE 0.50 X 0 0 0 ADRIENNE V SMOOT-EDWARDS TRUSTEE 0.50 X 0 0 0 JENNIFER FOWLER TRUSTEE 0.50 X 0 0 0 CAROLYN BROWN TRUSTEE 0.50 X 0 0 0 OLIVER SPURGEON III TRUSTEE 0.50 X 0 0 0 DENNIS HUGHES TRUSTEE 0.50 X 0 0 0 CHUCK AUSTER TRUSTEE EMERITUS 0.50 X 0 0 0 LANE POTKIN TRUSTEE EMERITUS 0.50 X 0 0 0 LAUREN OSWALT MCHALE PRESIDENT AND SECRETARY 40.00 X 125833 0 5033 SAM KILPATRICK TREASURER 0.50 X 0 0 0 125833 0 5033 1 0 0 0 0 232150 15330 232150 SALE OF REHAB PROPERTY 531390 529000 529000 529000 47805 47805 169878 168239 1639 1639 1639 MISCELLANEOUS 531390 216 216 216 810810 529000 0 49660 1750 1750 130866 95038 31164 4664 71549 51235 17637 2677 6105 5173 841 91 714 581 133 16856 11175 5127 554 3035 3004 27 4 9159 6110 2695 354 14204 14204 10000 10000 2585 2177 367 41 3088 2099 898 91 988 627 333 28 16524 10955 5022 547 1729 1300 392 37 5575 3633 1795 147 2319 2319 3394 2763 631 COST OF REHABILITATED P 810043 810043 401K PLAN ADMIN FEES 2204 1504 656 44 COMMUNITY ENGAGEMENT EV 1875 734 317 824 DUES AND SUBSCRIPTIONS 947 657 277 13 1871 1093 722 56 1117380 1011651 85557 20172 27813 58179 149895 1243 1377 1404 2121 2121 0 0 1712821 2020290 913486 136807 1350 1350 2688456 2337559 553 3071 50000 0 259293 0 309846 3071 X 2378610 2334488 2378610 2334488 2688456 2337559 -306570 262448 0 X 0 0 0 X 107667 51159 111812 27215 232150 530003 107667 51159 111812 27215 232150 530003 530003 136497 111634 146108 59372 43644 497255 216 216 1027474 0.51580 0.42770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1155 106 1 1 731.00 59727 0 2121 2121 0 0 1220 MAPLE VIEW 136807 C 136807 PART II, LINE 5: EASEMENT ENFORCEMENT INCLUDES BUT IS NOT LIMITED TO ANNUAL INSPECTION AND PHOTOGRAPH OF EACH PROPERTY, REGULAR REVIEW OF LOCAL BUILDING PERMITS, ENFORCEMENT MAILINGS TO BUILDING OWNERS AND PERIODIC NEWSLETTERS. PART II, LINE 9: THE ORGANIZATION DOES NOT ISSUE FINANCIAL STATEMENTS. FOR INTERNAL ACCOUNTING PURPOSES NO REVENUE IS RECORDED FOR THE VALUE OF EASEMENT CONTRIBUTIONS. X 1 NO REVENUE REPORTED 0 0 0 PART I, COLUMN (B): SCHEDULE M, LINE 33: EASEMENTS CONTRIBUTED DO NOT REPRESENT ASSETS THAT HAVE FINANCIAL VAMUE TO THE TRUST. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE BOARD OF DIRECTORS BEFORE SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C TRUST GOVERNANCE POLICIES INCLUDING THE UPDATING OF CONFLICT OF INTEREST POLICIES ARE AN ANNUAL AGENDA ITEM AT BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S SALARY IS ESTABLISHED BY THE BOARD OF DIRECTORS AND IS DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNANCE POLICIES ARE MAINTAINED IN BOTH THE OFFICE MANUAL AND CORPORATE RECORDS BINDER IN THE TRUST'S OFFICE, AND ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. AMENDMENT DESCRIPTION THE 990 IS BEING AMENDED TO RECLASSIFY INCOME AND EXPENSES. THE SALE OF A PROPERTY ACQUIRED, REHABILITATED AND SOLD UNDER THE HPR PROGRAM WAS INADVERTANTLY REPORTED AS THE SALE OF AN ASSET IN PART VIII LINE 7A ON THE ORIGINAL RETURN. THE SALE PROCEEDS ARE NOW REPORTED AS PROGRAM SERVICE REVENUE IN PART VIII LINE 2A AND THE COST OF ACQUISITION, REHABILITATION AND SALE ARE REPORTED AS PROGRAM SERVICE EXPENSES IN PART IX LINE 24.