GEORGIA TRUST FOR HISTORIC PRESERVATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GEORGIA TRUST FOR HISTORIC PRESERVATION INC (EIN 23-7357226)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2024-02-13
- IRS object ID
- 202400449349301830
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-13T16:32:07-05:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582216536 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAMB & BRASWELL LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4120 ARKWRIGHT RD | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 312101707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237357226 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGIA TRUST FOR HISTORIC | BusinessNameLine1Txt |
| Business Name Line2 | PRESERVATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 4048819980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1516 PEACHTREE STREET NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W WRIGHT MITCHELL | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 4048819980 | PhoneNum |
| Signature | 2024-02-12 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | W WRIGHT | PersonFirstNm |
| Person Last | MITCHELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES F BRASWELL CPA | PreparerPersonNm |
| PTIN | P01053294 | PTIN |
| Phone | 4784718488 | PhoneNum |
| Preparation | 2024-02-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | W WRIGHT MITCHELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1516 PEACHTREE STREET NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,549,200 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GEORGIATRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | THE GEORGIA TRUST WORKS FOR THE PRESERVATION AND REVITALIZATION OF GEORGIA'S DIVERSE HISTORIC RESOURCES AND ADVOCATES FOR THEIR APPRECIATION, PROTECTION, AND USE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 57 | TotalVolunteersCnt |
| Total Gross UBI | $2,448 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,221,996 | PYContributionsGrantsAmt |
| CY Contributions Grants | $996,617 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $131,306 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $193,919 | CYProgramServiceRevenueAmt |
| PY Investment Income | $780,113 | PYInvestmentIncomeAmt |
| CY Investment Income | $611,523 | CYInvestmentIncomeAmt |
| PY Other Revenue | $530,155 | PYOtherRevenueAmt |
| CY Other Revenue | $607,876 | CYOtherRevenueAmt |
| PY Total Revenue | $2,663,570 | PYTotalRevenueAmt |
| CY Total Revenue | $2,409,935 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $31,900 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,250 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,086,561 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,156,578 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $147,065 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,277,448 | PYOtherExpensesAmt |
| CY Other Expenses | $747,807 | CYOtherExpensesAmt |
| PY Total Expenses | $2,395,909 | PYTotalExpensesAmt |
| CY Total Expenses | $1,913,635 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $267,661 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $496,300 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,904,162 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,285,597 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $513,078 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $497,097 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,391,084 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,788,500 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE GEORGIA TRUST WORKS FOR THE PRESERVATION AND REVITALIZATION OF GEORGIA'S DIVERSE HISTORIC RESOURCES AND ADVOCATES FOR THEIR APPRECIATION, PROTECTION, AND USE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $375,654 | ExpenseAmt |
| Grant | $9,250 | GrantAmt |
| Revenue | $25,000 | RevenueAmt |
| Desc | THE TRUST OPERATES A REVOLVING FUND USED TO PURCHASE, STABILIZE, AND/OR REHABILITATE, AND THEN RESELL HISTORIC PROPERTIES TO PRESERVATION-MINDED BUYERS. IN ADDITION, THE ORGANIZATION PLACES AND ADMINISTERS SEVENTY-SEVEN PRESERVATION EASEMENTS ON SITES THROUGHOUT THE STATE OF GEORGIA. ANNUALLY, THE TRUST PUBLISHES AND PROMOTES A LIST OF TEN HISTORIC SITES THREATENED BY DEMOLITION, NEGLECT, LACK OF MAINTENANCE, OR INAPPROPRIATE DEVELOPMENT CALLED PLACES IN PERIL. THE INTENTION IS TO ENCOURAGE OWNERS TO PRESERVE THESE PLACES. THE GEORGIA TRUST ALSO PRESENTS PRESERVATION AWARDS ANNUALLY WHICH RECOGNIZE EXCELLENCE IN PRESERVATION, RESTORATION, AND STEWARDSHIP. DURING THE FISCAL YEAR, FIFTEEN AWARDS WERE GIVEN INCLUDING FIVE FOR EXCELLENCE IN REHABILITATION AND THREE FOR EXCELLENCE IN STEWARDSHIP. LOOKING FORWARD, THE TRUST WILL INCLUDE IN ITS PRESERVATION EFFORTS SUSTAINABILITY WITH A CERTIFICATION PROGRAM CALLED GEORGIA TRUST GREEN TO PROMOTE ENVIRONMENTAL SUSTAINABILITY IN HISTORIC HOMES ACROSS THE STATE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $895,222 | ExpenseAmt |
| Revenue | $36,000 | RevenueAmt |
| Desc | THE GEORGIA TRUST OWNS THE HAY HOUSE IN MACON, GEORGIA AND ACTIVELY PRESERVES AND MANAGES THIS MUSEUM HOUSE FOR PUBLIC BENEFIT. THIS SITE ENCOURAGES AN UNDERSTANDING OF HISTORIC PRESERVATION AND HISTORY BY ALLOWING VISITORS TO TOUR THE PROPERTY AND ENGAGE IN SITE-BASED EDUCATION. DURING THE YEAR, OVER 20,000 INDIVIDUALS TOURED THE HAY HOUSE PROPERTY. THE GEORGIA TRUST LEASES RHODES MEMORIAL HALL FROM THE STATE OF GEORGIA UNDER A RENEWED OPERATING LEASE FOR 10 PER YEAR. THE LEASE BEGAN ON SEPTEMBER 12, 2011 AND EXPIRES ON JUNE 30, 2060. THE ORGANIZATION USES RHODES MEMORIAL HALL AS ITS HEADQUARTERS AND FOR THE BENEFIT OF THE PUBLIC AS A MUSEUM, EXHIBIT AND LECTURE HALL FACILITY, ETC. FOR THE PURPOSE OF PROMOTING THE APPRECIATON AND PRESERVATION OF THE CULTURAL HERITAGE OF GEORGIA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $339,032 | ExpenseAmt |
| Revenue | $67,610 | RevenueAmt |
| Desc | THE ORGANIZATION ENCOURAGES AN UNDERSTANDING OF HISTORIC PRESERVATION THROUGH ITS HISTORIC PRESERVATION INSTITUTE AND ALSO THROUGH CONFERENCES, SEMINARS, COMMUNICATIONS, AND INTERNSHIPS. DURING THE FISCAL YEAR, 363 INDIVIDUALS ATTENDED 12 DIFFERENT CLASSES OFFERED ON HISTORIC PRESERVATION. THE RAMBLER, A QUARTERLY MAGAZINE, STIMULATES INTEREST, EDUCATES, AND FACILITATES PARTICIPATION IN HISTORIC PRESERVATION. TWICE A YEAR THE GEORGIA TRUST HOSTS GROUP TOURS OF HISTORIC SITES IN VARIOUS REGIONS OF THE STATE CALLED RAMBLES. THIS ON-SITE EXPERIENCE ALLOWS THE PARTICIPANTS TO LEARN ABOUT THE SITES EXPERIENTIALLY, GAIN A DEEPER UNDERSTANDING OF PRESERVATION TECHNIQUES, AND ON-GOING PRESERVATION EFFORTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,609,908 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 26 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANA F PONDER CPA | PersonNm |
| Phone | 4048857811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1516 PEACHTREE STREET NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| MARK C MCDONALD | ||||||
| PRESIDENT & | 40.00 | Yes (X) | $230,500 | $0 | $10,546 | |
| TIFFANY ALEWINE | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN ALLAN | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| WILLIAM BAKER | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DEMARIUS V BRINKLEY | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JIM BYNUM | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LESLIE G CALLAHAN | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOSEPH CHARLES | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JENNIFER DIXON | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PAVIELLE DORTCH | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| WILLIAM DOUGLAS | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MICHAEL EGAN | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JENNY WHEATLEY FLETCHER | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| L TOM GAY | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KAREN GRAVEL | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ROBERT HANCOCK | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CAROLINE HOWELL | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| FLOYD C NEWTON III | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| NORRIS A BROYLES III | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HEATHER KING | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CHRIS LAMBERT | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOHN LUNDEEN | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BOBBY MAYS | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JENNIFER MURRAY | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CHRISTOPHER NUNN | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| WILLIAM B PEARD | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARY LOWELL PETTIT | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BRIAN RHODES | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JANE ROYAL | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MILAN SAVIC | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOHN SHEPARD | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DAVID A SMITH | ||||||
| IMMEDIATE PA | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DR CANDY TATE | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JAMES THOMAS | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| WES WALRAVEN | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LISA WHITE | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| WILLIAM DEGOLIAN | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| W WRIGHT MITCHELL | ||||||
| PRESIDENT & | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $230,500 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $10,546 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $354,815 | MembershipDuesAmt |
| All Other Contributions | $641,802 | AllOtherContributionsAmt |
| Total Contributions | $996,617 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| VISITORS | $118,776 | $118,776 |
| TOURS AND MEETINGS | $75,143 | $75,143 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $193,919 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $228,859 | TotalRevenueColumnAmt |
| Exclusion | $228,859 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $352,832 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,010 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $339,822 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $339,822 | TotalRevenueColumnAmt |
| Exclusion | $339,822 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,223,506 | SecuritiesAmt |
| Other | $124,834 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,865,676 | SecuritiesAmt |
| Other | $100,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $357,830 | SecuritiesAmt |
| Other | $24,834 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $382,664 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $382,664 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $369,941 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $142,156 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $227,785 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $40,482 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $18,423 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,059 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,611 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,448 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| WORKSHOPS AND CLASSES | $18,158 | $18,158 |
| MISCELLANEOUS | $52 | $52 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $18,210 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,409,935 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $614,404 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,448 | UnrelatedBusinessRevenueAmt |
| Exclusion | $568,681 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,250 | TotalAmt |
| Program Services | $9,250 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,500 | TotalAmt |
| Program Services | $172,875 | ProgramServicesAmt |
| Management And General | $23,050 | ManagementAndGeneralAmt |
| Fundraising | $34,575 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $748,831 | TotalAmt |
| Program Services | $600,890 | ProgramServicesAmt |
| Management And General | $77,723 | ManagementAndGeneralAmt |
| Fundraising | $70,218 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,738 | TotalAmt |
| Program Services | $22,989 | ProgramServicesAmt |
| Management And General | $2,874 | ManagementAndGeneralAmt |
| Fundraising | $2,875 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,803 | TotalAmt |
| Program Services | $47,102 | ProgramServicesAmt |
| Management And General | $3,140 | ManagementAndGeneralAmt |
| Fundraising | $12,561 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,706 | TotalAmt |
| Program Services | $78,794 | ProgramServicesAmt |
| Management And General | $2,171 | ManagementAndGeneralAmt |
| Fundraising | $4,741 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,232 | TotalAmt |
| Program Services | $46,732 | ProgramServicesAmt |
| Management And General | $20,500 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,356 | TotalAmt |
| Program Services | $17,356 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,321 | TotalAmt |
| Program Services | $78,226 | ProgramServicesAmt |
| Management And General | $3,483 | ManagementAndGeneralAmt |
| Fundraising | $3,612 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,148 | TotalAmt |
| Program Services | $12,071 | ProgramServicesAmt |
| Management And General | $3,077 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,658 | TotalAmt |
| Program Services | $252,527 | ProgramServicesAmt |
| Management And General | $1,337 | ManagementAndGeneralAmt |
| Fundraising | $1,794 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,791 | TotalAmt |
| Program Services | $42,492 | ProgramServicesAmt |
| Management And General | $4,156 | ManagementAndGeneralAmt |
| Fundraising | $1,143 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRESERVATION AND COLLECTI | $88,877 | $88,877 | ||
| TECHNOLOGY AND TELECOMMUN | $55,762 | $33,206 | $9,789 | $12,767 |
| PRINTING | $30,609 | $30,338 | $271 | |
| UTILITIES | $29,062 | $23,603 | $2,680 | $2,779 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,991 | TotalAmt |
| Program Services | $52,580 | ProgramServicesAmt |
| Management And General | $2,411 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,913,635 | TotalAmt |
| Program Services | $1,609,908 | ProgramServicesAmt |
| Management And General | $156,662 | ManagementAndGeneralAmt |
| Fundraising | $147,065 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $738,713 | BOYAmt |
| EOY | $934,225 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,155,169 | BOYAmt |
| EOY | $1,874,116 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,234 | BOYAmt |
| EOY | $14,897 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,187 | BOYAmt |
| EOY | $109,222 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,062 | BOYAmt |
| EOY | $10,463 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,220 | BOYAmt |
| EOY | $108,573 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,855,013 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,951,646 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,142,911 | BOYAmt |
| EOY | $4,903,367 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,564,666 | BOYAmt |
| EOY | $8,330,734 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,904,162 | BOYAmt |
| EOY | $16,285,597 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,854 | BOYAmt |
| EOY | $100,857 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,616 | BOYAmt |
| EOY | $391,429 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,608 | BOYAmt |
| EOY | $4,811 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,078 | BOYAmt |
| EOY | $497,097 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,160,133 | BOYAmt |
| EOY | $11,507,995 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,230,951 | BOYAmt |
| EOY | $4,280,505 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,391,084 | BOYAmt |
| EOY | $15,788,500 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,904,162 | BOYAmt |
| EOY | $16,285,597 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $496,300 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,098,884 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $499,364 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $333,452 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $805,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,221,996 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $996,617 | CurrentTaxYearAmt |
| Total | $3,856,830 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $499,364 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $333,452 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $805,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,221,996 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $996,617 | CurrentTaxYearAmt |
| Total | $3,856,830 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $608,447 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,248,383 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $349,233 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $299,975 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $238,925 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $525,131 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $581,691 | CurrentTaxYearAmt |
| Total | $1,994,955 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,585 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,448 | CurrentTaxYearAmt |
| Total | $3,176 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,854,961 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,793,604 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.55480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62600 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 77 | TotalEasementsCnt |
| Total Acreage | 160.12 | TotalAcreageCnt |
| Historic Structure Easements | 77 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 45 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 401.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $9,132 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (true) | Section170hRqrStsfdInd |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,887,631 | BeginningYearBalanceAmt |
| Contributions | $122,925 | ContributionsAmt |
| Investment Earnings Or Losses | -$338,741 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $612,100 | OtherExpendituresAmt |
| Administrative Expenses | $25,882 | AdministrativeExpensesAmt |
| End Year Balance | $7,033,833 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,751,058 | BeginningYearBalanceAmt |
| Contributions | $21,831 | ContributionsAmt |
| Investment Earnings Or Losses | $477,308 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $334,320 | OtherExpendituresAmt |
| Administrative Expenses | $28,246 | AdministrativeExpensesAmt |
| End Year Balance | $7,887,631 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,687,015 | BeginningYearBalanceAmt |
| Contributions | $2,658,504 | ContributionsAmt |
| Investment Earnings Or Losses | $2,147,234 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $713,453 | OtherExpendituresAmt |
| Administrative Expenses | $28,242 | AdministrativeExpensesAmt |
| End Year Balance | $7,751,058 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,615,416 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $71,599 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,687,015 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,566,524 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $48,892 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,615,416 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.44890 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.37620 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17490 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $280,500 | OtherCostOrOtherBasisAmt |
| Book Value | $280,500 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,574,513 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,951,646 | DepreciationAmt |
| Book Value | $4,622,867 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,903,367 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| Amt | $4,811 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,811 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,580,541 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,098,884 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $269,490 | OtherRevenueAmt |
| Revenue Not Reported | -$829,394 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,409,935 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,409,935 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,183,125 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $269,490 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $269,490 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,913,635 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,913,635 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 1, PART II, LINE 5 | ON AN ANNUAL BASIS, ALL CONSERVATION EASEMENTS ARE REVIEWED AND INSPECTED TO ENSURE COMPLIANCE WITH APPROPRIATE COVENANTS AND RESTRICTIONS. |
| SCHEDULE D, PAGE 1, PART II, LINE 9 | ANY REVENUE AND EXPENSES ASSOCIATED WITH THE EASEMENTS ARE RECORDED IN THE STATEMENT OF ACTIVITIES UNDER THE APPROPRIATE EXPENSE CLASSIFICATION. |
| SCHEDULE D, PAGE 1, PART III, LINE 1A | THE TRUST'S COLLECTIONS ARE MADE UP OF ITEMS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THESE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTANCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALES TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. CONTRIBUTED COLLECTION ITEMS ARE RECORDED IN THE YEAR OF CONTRIBUTION AS A DONATION WITH AN OFFSETTING EXPENSE. PURCHASES OF COLLECTION ITEMS ARE EXPENSED IN THE YEAR ACQUIRED. |
| SCHEDULE D, PAGE 2, PART III, LINE 4 | THE TRUST'S COLLECTIONS ARE MADE UP OF ITEMS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUND EARNINGS ARE USED TO SUPPORT THE OPERATIONS OF STATEWIDE OFFICE AND HAY HOUSE, TO PROVIDE SCHOLARSHIPS TO STUDENTS, AND FOR THE MAINTENANCE OF PROPERTIES. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | SPECIAL EVENT EXPENSES 142,155 INVESTMENT MANAGEMENT FEES -38,978 RENTAL EXPENSE 13,010 TOURS AND MEETINGS 153,303 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | SPECIAL EVENT EXPENSES 142,155 INVESTMENT MANAGEMENT FEES -38,978 RENTAL EXPENSE 13,010 TOURS AND MEETINGS 153,303 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PRESERVATION GA | Event1Nm |
| Gross Receipts Event1 | $191,914 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $191,914 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $79,183 | OtherDirectExpensesEvent1Amt |
| Event2 | OTHER EVENTS | Event2Nm |
| Gross Receipts Event2 | $122,108 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $122,108 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $48,647 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $55,919 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $55,919 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $14,326 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $369,941 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $369,941 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $142,156 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $142,156 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $227,785 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCKERLY ARBORETUM FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1534 IRWINTON RD | AddressLine1Txt |
| City | MILLEDGEVILLE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31061 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $5,050 | CashGrantAmt |
| Purpose Of Grant | PRESERVATION | PurposeOfGrantTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK C MCDONALD | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $205,500 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $25,000 | BonusFilingOrganizationAmount |
| Deferred Compensation Flng Org | $10,546 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $241,046 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | THE TRUST OPERATES A REVOLVING FUND USED TO PURCHASE, STABILIZE, AND/OR REHABILITATE, AND THEN RESELL HISTORIC PROPERTIES TO PRESERVATION-MINDED BUYERS. IN ADDITION, THE ORGANIZATION PLACES AND ADMINISTERS SEVENTY-SEVEN PRESERVATION EASEMENTS ON SITES THROUGHOUT THE STATE OF GEORGIA. ANNUALLY, THE TRUST PUBLISHES AND PROMOTES A LIST OF TEN HISTORIC SITES THREATENED BY DEMOLITION, NEGLECT, LACK OF MAINTENANCE, OR INAPPROPRIATE DEVELOPMENT CALLED PLACES IN PERIL. THE INTENTION IS TO ENCOURAGE OWNERS TO PRESERVE THESE PLACES. THE GEORGIA TRUST ALSO PRESENTS PRESERVATION AWARDS ANNUALLY WHICH RECOGNIZE EXCELLENCE IN PRESERVATION, RESTORATION, AND STEWARDSHIP. DURING THE FISCAL YEAR, FIFTEEN AWARDS WERE GIVEN INCLUDING FIVE FOR EXCELLENCE IN REHABILITATION AND THREE FOR EXCELLENCE IN STEWARDSHIP. LOOKING FORWARD, THE TRUST WILL INCLUDE IN ITS PRESERVATION EFFORTS SUSTAINABILITY WITH A CERTIFICATION PROGRAM CALLED GEORGIA TRUST GREEN TO PROMOTE ENVIRONMENTAL SUSTAINABILITY IN HISTORIC HOMES ACROSS THE STATE. |
| FORM 990, PAGE 6, PART VI, LINE 11B | PRIOR TO FILING, AN ELECTRONIC COPY OF THE FORM 990 IS CIRCULATED TO THE ORGANIZATION'S EXECUTIVE COMMITTEE, FINANCE COMMITTEE, AND CHIEF EXECUTIVE OFFICER FOR REVIEW AND APPROVAL. PER THE ORGANIZATION'S BYLAWS, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS AUTHORIZED TO EXERCISE ALL THE POWERS OF THE BOARD OF TRUSTEES, WHICH WOULD INCLUDE REVIEW OF THE FORM 990. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION ASKS ALL BOARD MEMBERS TO SIGN A CONFLICT OF INTEREST POLICY ANNUAL STATEMENT DESCRIBING IF ANY RELATIONSHIPS COULD CONTIBUTE TO A CONFLICT OF INTEREST. ALSO, BOARD MEMBERS ARE ASKED ABOUT POTENTIAL CONFLICTS OF INTEREST EACH TIME A NEW PROJECT IS TAKEN ON. BOARD MEMBERS ARE NOT PERMITTED TO VOTE ON ANY MATTER FOR WHICH A CONFLICT OF INTEREST EXISTS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE COMMITTEE, CONSISTING OF MEMBERS OF THE BOARD OF TRUSTEES, REVIEWS, DELIBERATES, AND VOTES ON THE COMPENSATION OF THE PRESIDENT & CEO IN EXECUTIVE SESSION ON AN ANNUAL BASIS TO ENSURE COMPETITIVE AND APPROPRIATE COMPENSATION IS IN PLACE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | APPROPRIATE GOVERNING DOCUMENTS ARE DISTRIBUTED TO ALL BOARD MEMBERS. SELECTED FINANCIAL DATA IS INCLUDED IN A WIDELY DISTRIBUTED ANNUAL REPORT. IN ADDITION, ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | SPECIAL EVENT EXPENSES 142,155 INVESTMENT MANAGEMENT FEES -38,978 RENTAL EXPENSE 13,010 TOURS AND MEETINGS 153,303 SPECIAL EVENT EXPENSES -142,155 INVESTMENT MANAGEMENT FEES 38,978 RENTAL EXPENSE -13,010 TOURS AND MEETINGS -153,303 |
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