2024-02-13T16:32:07-05:00 2023-03-31 582216536 LAMB & BRASWELL LLC 4120 ARKWRIGHT RD MACON GA 312101707 990 2022-04-01 237357226 GEORGIA TRUST FOR HISTORIC PRESERVATION INC GEOR 4048819980 1516 PEACHTREE STREET NW ATLANTA GA 30309 W WRIGHT MITCHELL PRESIDENT & CEO 4048819980 2024-02-12 W WRIGHT MITCHELL 999009999 true JAMES F BRASWELL CPA P01053294 4784718488 2024-02-13 2022 2023-04-26 12:10:37Z W WRIGHT MITCHELL 1516 PEACHTREE STREET NW ATLANTA GA 30309 4549200 false X WWW.GEORGIATRUST.ORG X 1973 GA THE GEORGIA TRUST WORKS FOR THE PRESERVATION AND REVITALIZATION OF GEORGIA'S DIVERSE HISTORIC RESOURCES AND ADVOCATES FOR THEIR APPRECIATION, PROTECTION, AND USE. 36 36 26 57 2448 1221996 996617 131306 193919 780113 611523 530155 607876 2663570 2409935 31900 9250 0 1086561 1156578 0 147065 1277448 747807 2395909 1913635 267661 496300 16904162 16285597 513078 497097 16391084 15788500 X THE GEORGIA TRUST WORKS FOR THE PRESERVATION AND REVITALIZATION OF GEORGIA'S DIVERSE HISTORIC RESOURCES AND ADVOCATES FOR THEIR APPRECIATION, PROTECTION, AND USE. false false 375654 9250 25000 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. 895222 36000 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. 339032 67610 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. 1609908 true true false false false false true true false true true false false false true false true false false false false false false false true false false true false true false false false false false false false false false false false false false false false false false true 11 0 26 true true true false false false false true true false false false false false false false false false false false X 36 36 false false false false false false false true true false false true true true true true true true false false GA X DANA F PONDER CPA 4048857811 1516 PEACHTREE STREET NW ATLANTA GA 30309 MARK C MCDONALD PRESIDENT & 40.00 X 230500 0 10546 TIFFANY ALEWINE VICE CHAIR 1.00 X X 0 0 0 JOHN ALLAN BOARD MEMBER 1.00 X 0 0 0 WILLIAM BAKER BOARD MEMBER 1.00 X 0 0 0 DEMARIUS V BRINKLEY BOARD MEMBER 1.00 X 0 0 0 JIM BYNUM BOARD MEMBER 1.00 X 0 0 0 LESLIE G CALLAHAN BOARD MEMBER 1.00 X 0 0 0 JOSEPH CHARLES BOARD MEMBER 1.00 X 0 0 0 JENNIFER DIXON BOARD MEMBER 1.00 X 0 0 0 PAVIELLE DORTCH BOARD MEMBER 1.00 X 0 0 0 WILLIAM DOUGLAS BOARD MEMBER 1.00 X 0 0 0 MICHAEL EGAN BOARD MEMBER 1.00 X 0 0 0 JENNY WHEATLEY FLETCHER BOARD MEMBER 1.00 X 0 0 0 L TOM GAY BOARD MEMBER 1.00 X 0 0 0 KAREN GRAVEL BOARD MEMBER 1.00 X 0 0 0 ROBERT HANCOCK BOARD MEMBER 1.00 X 0 0 0 CAROLINE HOWELL BOARD MEMBER 1.00 X 0 0 0 FLOYD C NEWTON III BOARD MEMBER 1.00 X 0 0 0 NORRIS A BROYLES III CHAIR 1.00 X X 0 0 0 HEATHER KING BOARD MEMBER 1.00 X 0 0 0 CHRIS LAMBERT BOARD MEMBER 1.00 X 0 0 0 JOHN LUNDEEN BOARD MEMBER 1.00 X 0 0 0 BOBBY MAYS BOARD MEMBER 1.00 X 0 0 0 JENNIFER MURRAY BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER NUNN BOARD MEMBER 1.00 X 0 0 0 WILLIAM B PEARD TREASURER 1.00 X X 0 0 0 MARY LOWELL PETTIT BOARD MEMBER 1.00 X 0 0 0 BRIAN RHODES BOARD MEMBER 1.00 X 0 0 0 JANE ROYAL BOARD MEMBER 1.00 X 0 0 0 MILAN SAVIC BOARD MEMBER 1.00 X 0 0 0 JOHN SHEPARD BOARD MEMBER 1.00 X 0 0 0 DAVID A SMITH IMMEDIATE PA 1.00 X 0 0 0 DR CANDY TATE BOARD MEMBER 1.00 X 0 0 0 JAMES THOMAS BOARD MEMBER 1.00 X 0 0 0 WES WALRAVEN BOARD MEMBER 1.00 X 0 0 0 LISA WHITE BOARD MEMBER 1.00 X 0 0 0 WILLIAM DEGOLIAN BOARD MEMBER 1.00 X 0 0 0 W WRIGHT MITCHELL PRESIDENT & 40.00 X 0 0 0 230500 10546 1 false true false 354815 641802 996617 VISITORS 118776 118776 TOURS AND MEETINGS 75143 75143 193919 228859 228859 352832 13010 339822 339822 339822 2223506 124834 1865676 100000 357830 24834 382664 382664 369941 142156 227785 40482 18423 22059 19611 2448 WORKSHOPS AND CLASSES 18158 18158 MISCELLANEOUS 52 52 18210 2409935 614404 2448 568681 9250 9250 230500 172875 23050 34575 748831 600890 77723 70218 28738 22989 2874 2875 62803 47102 3140 12561 85706 78794 2171 4741 67232 46732 20500 17356 17356 85321 78226 3483 3612 15148 12071 3077 255658 252527 1337 1794 47791 42492 4156 1143 PRESERVATION AND COLLECTI 88877 88877 TECHNOLOGY AND TELECOMMUN 55762 33206 9789 12767 PRINTING 30609 30338 271 UTILITIES 29062 23603 2680 2779 54991 52580 2411 1913635 1609908 156662 147065 738713 934225 1155169 1874116 196234 14897 9187 109222 10062 10463 87220 108573 8855013 3951646 5142911 4903367 9564666 8330734 16904162 16285597 133854 100857 375616 391429 3608 4811 513078 497097 X 12160133 11507995 4230951 4280505 16391084 15788500 16904162 16285597 X 496300 -1098884 X false true X true false X 499364 333452 805401 1221996 996617 3856830 499364 333452 805401 1221996 996617 3856830 608447 3248383 349233 299975 238925 525131 581691 1994955 143 1585 1448 3176 5854961 3793604 0.55480 0.62600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 77 160.12 77 45 1 true 401.00 9132 true X X X false 7887631 122925 -338741 612100 25882 7033833 7751058 21831 477308 334320 28246 7887631 3687015 2658504 2147234 713453 28242 7751058 3615416 71599 3687015 3566524 48892 3615416 0.44890 0.37620 0.17490 false false 280500 280500 8574513 3951646 4622867 4903367 OTHER LIABILITIES 4811 4811 1580541 -1098884 269490 -829394 2409935 2409935 2183125 269490 269490 1913635 1913635 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 PRESERVATION GA 191914 191914 79183 OTHER EVENTS 122108 122108 48647 6 55919 55919 14326 369941 369941 142156 142156 227785 false LOCKERLY ARBORETUM FOUNDATION INC 1534 IRWINTON RD MILLEDGEVILLE GA 31061 5050 PRESERVATION X false false false false false false false false false MARK C MCDONALD PRESIDENT & CEO 205500 25000 10546 241046 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