THE NATIONAL TRUST FOR SCOTLAND

Address
HERMISTON QUAY 5 CULTINS ROAD
EDINBURGH, FO EH11 4DF
UK
Contact
Website: http://www.nts.org.uk
Phone: +1 (866) 211-7573
Nonprofit
NTEE: A118 - Arts, culture and humanities
EIN: 98-6001034

Mission

TO CONSERVE AND PROMOTE SCOTLAND'S NATURAL AND CULTURAL HERITAGE.
 201420132012
Basic features of the organization
Year of formation1931
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$417,532.00$411,837.00 
Sum of reportable (W2/1099) compensation$1,047,230.00$984,474.00 
Number of employees00 
Number of people compensated >$100k109 
Number of volunteers35003000 
Number of highly compensated contractors64  
Personnel
,
Title PRESIDENT/TRUSTEE (3/1/12-9/22/12) 
Name of key/compensated person THE DUKE OF BUCCLEUCH AND QUEENSBER 
Position of compensated person
Current individual trustee or director True 
Current officer True 
Average hours per week working for org 0.10 
Reportable compensation from org $0.00 
Other comp, non-reportable, from org and related orgs $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Alexander, Margaret
TitleTRUSTEETRUSTEE 
Name of key/compensated personMARGARET ALEXANDERMARGARET ALEXANDER 
Position of compensated person
Current individual trustee or directorTrueTrue 
Average hours per week working for org4.304.70 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Berits, Hendrik
TitleCOMMERCIAL, MARKETING & DECOMMERCIAL, MARKETING & DEVELOPMENT DIRECTOR 
Name of key/compensated personHENDRIK BERITSHENDRIK BERITS 
Position of compensated person
Average hours per week working for org40.0040.00 
Reportable compensation from org$145,634.00$139,274.00 
Other comp, non-reportable, from org and related orgs$26,534.00$9,374.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Birchall, Julian
TitleDEPUTY CHAIRMAN (RETIRED 9/28/13)DEPUTY CHAIRMAN 
Name of key/compensated personJULIAN BIRCHALLJULIAN BIRCHALL 
Position of compensated person
Current individual trustee or directorTrueTrue 
Current officerTrueTrue 
Average hours per week working for org2.403.70 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Calman, Kenneth
TitleCHAIRMANCHAIRMAN 
Name of key/compensated personSIR KENNETH CALMANSIR KENNETH CALMAN 
Position of compensated person
Current individual trustee or directorTrueTrue 
Current officerTrueTrue 
Average hours per week working for org8.709.00 
Reportable compensation from org$47,754.00$45,380.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Carrick, Jillian
TitleTRUSTEETRUSTEE 
Name of key/compensated personJILLIAN CARRICKJILLIAN CARRICK 
Position of compensated person
Current individual trustee or directorTrueTrue 
Average hours per week working for org3.503.90 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Davis, Andrew
TitleHEAD OF DEVELOPMENTHEAD OF DEVELOPMENT 
Name of key/compensated personANDREW DAVISANDREW DAVIS 
Position of compensated person
Average hours per week working for org40.0040.00 
Reportable compensation from org$115,950.00$103,780.00 
Other comp, non-reportable, from org and related orgs$17,048.00$15,979.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Doig, Ian
TitleTRUSTEE (ELECTED 9/28/13)  
Name of key/compensated personIAN DOIG  
Position of compensated person
Current individual trustee or directorTrue  
Current officerTrue  
Average hours per week working for org1.40  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Earl of Lindsay, Jamie
TitlePRESIDENT/TRUSTEEPRESIDENT/TRUSTEE (9/22/12-CURRENT) 
Name of key/compensated personJAMIE EARL OF LINDSAYJAMIE EARL OF LINDSAY 
Position of compensated person
Current individual trustee or directorTrueTrue 
Current officerTrueTrue 
Average hours per week working for org0.300.10 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Erskine, Peter
TitleTRUSTEETRUSTEE 
Name of key/compensated personSIR PETER ERSKINESIR PETER ERSKINE 
Position of compensated person
Current individual trustee or directorTrueTrue 
Average hours per week working for org3.203.50 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Griffiths, Keith
TitleTRUSTEETRUSTEE 
Name of key/compensated personKEITH GRIFFITHSKEITH GRIFFITHS 
Position of compensated person
Current individual trustee or directorTrueTrue 
Average hours per week working for org3.806.00 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Groves-Raines, Nicholas
TitleTRUSTEETRUSTEE 
Name of key/compensated personNICHOLAS GROVES-RAINESNICHOLAS GROVES-RAINES 
Position of compensated person
Current individual trustee or directorTrueTrue 
Average hours per week working for org1.902.30 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Harper, Robin
TitleTRUSTEETRUSTEE 
Name of key/compensated personROBIN HARPERROBIN HARPER 
Position of compensated person
Current individual trustee or directorTrueTrue 
Average hours per week working for org3.203.70 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Herries, Amanda
TitleTRUSTEETRUSTEE 
Name of key/compensated personAMANDA HERRIESAMANDA HERRIES 
Position of compensated person
Current individual trustee or directorTrueTrue 
Average hours per week working for org3.403.90 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Knox, James
TitleTRUSTEETRUSTEE 
Name of key/compensated personJAMES KNOXJAMES KNOX 
Position of compensated person
Current individual trustee or directorTrueTrue 
Average hours per week working for org3.203.50 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Levinthal, Terry
TitleCONSERVATION DIRECTORCONSERVATION DIRECTOR 
Name of key/compensated personTERRY LEVINTHALTERRY LEVINTHAL 
Position of compensated person
Average hours per week working for org40.0040.00 
Reportable compensation from org$137,067.00$131,081.00 
Other comp, non-reportable, from org and related orgs$22,162.00$20,981.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
MacDonald, Leo
TitleFINANCIAL CONTROLLERFINANCIAL CONTROLLER 
Name of key/compensated personLEO MACDONALDLEO MACDONALD 
Position of compensated person
Average hours per week working for org40.0040.00 
Reportable compensation from org$115,950.00$101,260.00 
Other comp, non-reportable, from org and related orgs$19,823.00$17,603.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Mavor, Kate
TitleCHIEF EXECUTIVE OFFICERCHIEF EXECUTIVE OFFICER 
Name of key/compensated personKATE MAVORKATE MAVOR 
Position of compensated person
Current officerTrueTrue 
Average hours per week working for org40.0040.00 
Reportable compensation from org$171,334.00$163,851.00 
Other comp, non-reportable, from org and related orgs$25,942.00$24,691.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Morriss, Veronica
TitleTRUSTEE (ELECTED 9/28/13)  
Name of key/compensated personVERONICA MORRISS  
Position of compensated person
Current individual trustee or directorTrue  
Average hours per week working for org1.40  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Murray, Diana
TitleTRUSTEE (RETIRED 9/28/13)TRUSTEE 
Name of key/compensated personDIANA MURRAYDIANA MURRAY 
Position of compensated person
Current individual trustee or directorTrueTrue 
Average hours per week working for org1.805.60 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Ord, Peter
TitleTRUSTEETRUSTEE (1/18/13-CURRENT) 
Name of key/compensated personPETER ORDPETER ORD 
Position of compensated person
Current individual trustee or directorTrueTrue 
Average hours per week working for org3.400.20 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Percy, Ian
TitleTRUSTEETRUSTEE 
Name of key/compensated personIAN PERCYIAN PERCY 
Position of compensated person
Current individual trustee or directorTrueTrue 
Average hours per week working for org5.606.00 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Reid, Iain
TitleDIRECTOR OF FINANCEDIRECTOR OF FINANCE 
Name of key/compensated personIAIN REIDIAIN REID 
Position of compensated person
Current officerTrueTrue 
Average hours per week working for org40.0040.00 
Reportable compensation from org$157,627.00$150,743.00 
Other comp, non-reportable, from org and related orgs$24,471.00$23,208.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Selman, Peter
TitlePROPERTY & VISITOR SERVICEPROPERTY & VISITOR SERVICES DIRECTOR 
Name of key/compensated personPETER SELMANPETER SELMAN 
Position of compensated person
Average hours per week working for org40.0040.00 
Reportable compensation from org$155,914.00$149,105.00 
Other comp, non-reportable, from org and related orgs$27,918.00$23,021.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Tindall, Benjamin
TitleTRUSTEETRUSTEE 
Name of key/compensated personBENJAMIN TINDALLBENJAMIN TINDALL 
Position of compensated person
Current individual trustee or directorTrueTrue 
Average hours per week working for org3.203.50 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTO CONSERVE AND PROMOTE SCOTLAND'S NATURAL AND CULTURAL HERITAGE.TO CONSERVE AND PROMOTE SCOTLAND'S NATURAL AND CULTURAL HERITAGE. 
Program service expenses, total$50,087,579.00$46,258,676.00 
Programs, including revenue & expenses
THE ORGANIZATION CONSERVES AND PROMOTES SCOTLAND'S HERITAGE BY CARING FOR 129 HERITAGE PROPERTIES INCLUDING CASTLES, GREAT HOUSES AND ESTATES, MILLS AND BIRTHPLACES, TENEMENTS AND FLATS, CROFTS AND COTTAGES, RUINS AND HISTORIC SITES OF INTERNATIONAL SIGNIFICANCE. THE ORGANIZATION RUNS WORLD-CLASS MUSEUMS, NURTURES 200,000 ACRES OF COUNTRYSIDE ENCOMPASSING 46 MUNRO MOUNTAINS, 394 MILES OF MOUNTAIN FOOTPATHS, 7 NATIONAL NATURE RESERVES, 45 SITES OF SPECIAL SCIENTIFIC INTEREST, ST. KILDA (THE UK'S ONLY DUAL WORLD HERITAGE SITE), 248 MILES OF COASTLINE, 16 ISLANDS, SCOTLAND'S FIRST VOLUNTARY MARINE RESERVE AND THE HABITATS OF OVER ONE MILLION BREEDING SEABIRDS. THE ORGANIZATION'S RESPONSIBILITY ALSO EXTENDS TO 35 MAJOR GARDENS, HISTORIC LANDSCAPES, COUNTRY PARKS AND WALKS, 13,500 PLANT VARIETIES (INCLUDING NATIONAL COLLECTIONS), EXTENSIVE COLLECTIONS OF OVER 100,000 ARTIFACTS, FROM THE EVERYDAY TOOLS OF WORKING LIFE TO WORKS OF THE FINEST ARTISTIC CRAFTSMANSHIP, AND THE BEST OF INTERIOR DECORATION. THE ORGANIZATION'S COMMITMENT TO WIDER CONSERVATION IN SCOTLAND HAS INCLUDED THE REPAIR AND RESTORATION OF ALMOST 200 HOUSES THROUGH THE LITTLE HOUSES IMPROVEMENT SCHEME AND THE ESTABLISHMENT OF OVER 400 CONSERVATION AGREEMENTS TO PROTECT COUNTRYSIDE AND BUILDINGS.
Program expenses$50,087,579.00$46,258,676.00 
Program revenue$11,042,317.00$10,636,807.00 
Program descriptionTHE ORGANIZATION CONSERVES AND PROMOTES SCOTLAND'S HERITAGE BY CARING FOR 129 HERITAGE PROPERTIES INCLUDING CASTLES, GREAT HOUSES AND ESTATES, MILLS AND BIRTHPLACES, TENEMENTS AND FLATS, CROFTS AND COTTAGES, RUINS AND HISTORIC SITES OF INTERNATIONAL SIGNIFICANCE. THE ORGANIZATION RUNS WORLD-CLASS MUSEUMS, NURTURES 200,000 ACRES OF COUNTRYSIDE ENCOMPASSING 46 MUNRO MOUNTAINS, 394 MILES OF MOUNTAIN FOOTPATHS, 7 NATIONAL NATURE RESERVES, 45 SITES OF SPECIAL SCIENTIFIC INTEREST, ST. KILDA (THE UK'S ONLY DUAL WORLD HERITAGE SITE), 248 MILES OF COASTLINE, 16 ISLANDS, SCOTLAND'S FIRST VOLUNTARY MARINE RESERVE AND THE HABITATS OF OVER ONE MILLION BREEDING SEABIRDS. THE ORGANIZATION'S RESPONSIBILITY ALSO EXTENDS TO 35 MAJOR GARDENS, HISTORIC LANDSCAPES, COUNTRY PARKS AND WALKS, 13,500 PLANT VARIETIES (INCLUDING NATIONAL COLLECTIONS), EXTENSIVE COLLECTIONS OF OVER 100,000 ARTIFACTS, FROM THE EVERYDAY TOOLS OF WORKING LIFE TO WORKS OF THE FINEST ARTISTIC CRAFTSMANSHIP, AND THE BEST OF INTERIOR DECORATION. THE ORGANIZATION'S COMMITMENT TO WIDER CONSERVATION IN SCOTLAND HAS INCLUDED THE REPAIR AND RESTORATION OF ALMOST 200 HOUSES THROUGH THE LITTLE HOUSES IMPROVEMENT SCHEME AND THE ESTABLISHMENT OF OVER 400 CONSERVATION AGREEMENTS TO PROTECT COUNTRYSIDE AND BUILDINGS.THE ORGANIZATION CONSERVES AND PROMOTES SCOTLAND'S HERITAGE BY CARING FOR 129 HERITAGE PROPERTIES INCLUDING CASTLES, GREAT HOUSES AND ESTATES, MILLS AND BIRTHPLACES, TENEMENTS AND FLATS, CROFTS AND COTTAGES, RUINS AND HISTORIC SITES OF INTERNATIONAL SIGNIFICANCE. THE ORGANIZATION RUNS WORLD-CLASS MUSEUMS, NURTURES 200,000 ACRES OF COUNTRYSIDE ENCOMPASSING 46 MUNRO MOUNTAINS, 394 MILES OF MOUNTAIN FOOTPATHS, 7 NATIONAL NATURE RESERVES, 45 SITES OF SPECIAL SCIENTIFIC INTEREST, ST. KILDA (THE UK'S ONLY DUAL WORLD HERITAGE SITE), 248 MILES OF COASTLINE, 16 ISLANDS, SCOTLAND'S FIRST VOLUNTARY MARINE RESERVE AND THE HABITATS OF OVER ONE MILLION BREEDING SEABIRDS. THE ORGANIZATION'S RESPONSIBILITY ALSO EXTENDS TO 35 MAJOR GARDENS, HISTORIC LANDSCAPES, COUNTRY PARKS AND WALKS, 13,500 PLANT VARIETIES (INCLUDING NATIONAL COLLECTIONS), EXTENSIVE COLLECTIONS OF OVER 100,000 ARTIFACTS, FROM THE EVERYDAY TOOLS OF WORKING LIFE TO WORKS OF THE FINEST ARTISTIC CRAFTSMANSHIP, AND THE BEST OF INTERIOR DECORATION. THE ORGANIZATION'S COMMITMENT TO WIDER CONSERVATION IN SCOTLAND HAS INCLUDED THE REPAIR AND RESTORATION OF ALMOST 200 HOUSES THROUGH THE LITTLE HOUSES IMPROVEMENT SCHEME AND THE ESTABLISHMENT OF OVER 400 CONSERVATION AGREEMENTS TO PROTECT COUNTRYSIDE AND BUILDINGS. 
Financial data
Revenue
Total revenue$66,982,945.00$58,180,206.00 
Revenue from contributions (total)$39,997,159.00$34,937,559.00$46,514,954.00
Investment income, current yr$15,943,469.00$13,227,069.00 
Total revenue from grants, etc., current yr$39,997,159.00$34,937,559.00 
Total unrelated business revenue$0.00$0.00 
Other revenue, current yr$2,717,203.00$2,613,500.00 
Net unrelated business taxable revenue$0.00$0.00 
Program service revenue (total)$8,325,114.00$7,402,078.00$7,385,993.00
Gross receipts$87,529,850.00$91,802,799.00 
Sources of contributions
Contributions revenue from membership dues$18,515,818.00$17,399,066.00 
Revenue from gov't grants$426,602.00$382,652.00 
Revenue from all other contributions$21,054,739.00$17,155,841.00 
Other types of revenue
Income from dividends, interest, and similar investments$12,401,714.00$10,878,482.00 
Net rental income$2,717,203.00$2,613,500.00$2,723,082.00
Expense categories (totals)
Total functional expenses: sum of all$59,582,666.00$53,894,733.00 
Total functional expenses: program service $50,087,579.00$46,258,676.00 
Total functional expenses: management and general$1,714,369.00$921,020.00 
Total functional expenses: fundraising$7,780,718.00$6,715,037.00 
Fees for services
Legal fees (total)$126,023.00$83,804.00 
Fundraising service fees (total)$0.00$0.00 
General management fees (total)$2,909.00$13,736.00 
Investment management fees (total)$871,951.00$697,749.00 
Assets and liabilities
Total assets$382,967,557.00$327,839,962.00$314,808,646.00
Total assets, beginning of year$327,839,962.00$314,808,646.00 
Total liabilities$22,393,293.00$21,445,880.00$10,517,574.00
Total liabilities, beginning of year$21,445,880.00$10,517,574.00 
Net assets$360,574,264.00$306,394,082.00 
Net assets, beginning of year$306,394,082.00$304,291,072.00 
Intangible assets $18,152.00 
Investments: other securities$215,631.00$210,258.00 
Investments: publicly traded securities$313,534,611.00$263,659,433.00 
Other financial variables
Revenue less expenses$7,400,279.00$4,285,473.00 
Advertising (total)$3,335,973.00$3,200,207.00 
Savings & temp cash investment$4,652,561.00$10,845,701.00 
Accounts receivable, net$7,360,186.00$5,497,525.00 
Prepaid expenses & deferred charges$6,868,860.00$7,601,066.00 
Accounts payable & accrued expenses$8,718,992.00$9,016,435.00 
Deferred revenue$3,675,961.00$3,353,545.00 
Secured mortgages and notes payable$9,998,340.00$9,075,900.00 
Total net assets or fund balances$360,574,264.00$306,394,082.00 
Depreciation, depletion, amortization$973,853.00$730,468.00 
Governance and accountability
Number of voting members1515 
Number of independent voting members1414 
Financial sheets auditedTrueTrue 
Audit on consolidated basisTrueTrue 
Relationships among key personnelTrueTrue 
Accrual accountingTrueTrue 
Tax year start date2013-03-012012-03-01 
Tax year end date2014-02-012013-02-012012-02-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990 
Date e-filing submitted2014-10-142013-12-06 
IRS schema version2013v3.02012v2.1 
Filing identifier201442739349300919201332749349300148 
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