2023-02-15T17:02:08-05:00 2022-03-31 582216536 LAMB & BRASWELL LLC 4120 ARKWRIGHT RD MACON GA 312101707 990 2021-04-01 237357226 GEORGIA TRUST FOR HISTORIC PRESERVATION INC GEOR 4048819980 1516 PEACHTREE STREET NW ATLANTA GA 30309 MARK C MCDONALD PRESIDENT & CEO 4048819980 2023-02-14 MARK C MCDONALD 999009999 JAMES F BRASWELL CPA P01053294 4784718488 2023-02-14 2021 2023-03-07 01:45:13Z MARK C MCDONALD 1516 PEACHTREE STREET NW ATLANTA GA 30309 3401223 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. 34 34 26 39 2585 805401 1221996 331282 131306 1637533 780113 307929 530155 3082145 2663570 16750 31900 0 1037514 1086561 0 212878 1082755 1277448 2137019 2395909 945126 267661 16801162 16904162 569659 513078 16231503 16391084 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 1356558 THE ORGANIZATION OWNS THE HAY HOUSE IN MACON, GEORGIA AND ACTIVELY PRESERVES AND MANAGES A 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. IN ADDITION, THE ORGANIZATION LEASES RHODES MEMORIAL HALL FROM THE STATE OF GEORGIA. THE ORGANIZATION USES RHODES MEMORIAL HALL AS ITS HEADQUARTERS, FOR THE BENEFIT OF THE PUBLIC AS A MUSEUM, EXHIBIT AND LECTURE HALL FACILITY, AND FOR OTHER MEANS OF PROMOTING THE APPRECIATION AND PRESERVATION OF THE CULTURAL HERITAGE OF GEORGIA. 292421 THE ORGANIZATION ENGAGES IN SERVERAL PROGRAMS TO EDUCATE AND ENCOURAGE THE PUBLIC TO PRESERVE GEORGIA'S HISTORIC RESOURCES. THE ORGANIZATION 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 A SIGNIFICANT NUMBER OF PRESERVATION EASEMENTS ON SITES THROUGHOUT THE STATE OF GEORGIA. ANNUALLY, THE ORGANIZATION PUBLISHES AND PROMOTES A LIST OF HISTORIC SITES THREATENED BY DEMOLITION, NEGLECT, LACK OF MAINTENANCE, INAPPROPRIATE DEVELOPMENT, CALLED PLACES IN PERIL. THE INTENTION IS TO ENCOURAGE OWNERS TO PRESERVE THESE PLACES. THE ORGANIZATION ALSO PRESENTS PRESERVATION AWARDS ANNUALLY WHICH RECOGNIZE EXCELLENCE IN PRESERVATION, RESTORATION, AND STEWARDSHIP. 416320 31900 THE ORGANIZATION ENCOURAGES AN UNDERSTANDING OF HISTORIC PRESERVATION THROUGH ITS HISTORIC PRESERVATION INSTITUTE AND ALSO THROUGH CONFERENCES, SEMINARS, COMMUNICATIONS, AND INTERNSHIPS. TWICE A YEAR THE ORGANIZATION HOLDS RAMBLES, WHICH ARE GROUP TOURS OF HISTORIC SITES IN VARIOUS REGIONS OF THE STATE. 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 2065299 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 18 0 26 true true true false false false false true true false false false false false false false false false false false X 34 34 false false false false false false false true true false false true true true true true true true false false GA X MARK C MCDONALD 4048819980 1516 PEACHTREE STREET NW ATLANTA GA 30309 MARK C MCDONALD PRESIDENT & 40.00 X 253000 0 9797 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 JAN BEELAND BOARD MEMBER 1.00 X 0 0 0 PAUL BLACKNEY SECRETARY 1.00 X 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 DAVID CRASS 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 KAREN GRAVEL 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 CHRIS LAMBERT BOARD MEMBER 1.00 X 0 0 0 BOBBY MAYS BOARD MEMBER 1.00 X 0 0 0 SANDY MOREHOUSE 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 JOSHUA ROGERS BOARD MEMBER 1.00 X 0 0 0 JANE ROYAL BOARD MEMBER 1.00 X 0 0 0 SANDY SANFORD 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 TOM B WIGHT BOARD MEMBER 1.00 X 0 0 0 JENNIFER WINN BOARD MEMBER 1.00 X 0 0 0 WILLIAM DEGOLIAN BOARD MEMBER 1.00 X 0 0 0 253000 9797 1 false true false 361391 131000 729605 1221996 TOURS AND MEETINGS 89474 89474 MEMBERSHIP DUES 41832 41832 131306 247146 247146 277985 12349 265636 265636 265636 968921 170000 429382 176572 539539 -6572 532967 532967 312151 101560 210591 35008 17790 17218 14633 2585 FEES FOR SERVICES 29143 29143 MISC - BUS. CONT. INSURANCE 7567 7567 36710 2663570 715616 2585 512782 31900 31900 253000 164450 37950 50600 676386 559263 19145 97978 26232 20306 951 4975 66132 59230 1672 5230 64811 53706 1703 9402 39750 39750 40791 36177 4614 15567 15567 16164 15125 1039 81868 67856 2591 11421 57325 37181 1456 18688 706287 697043 4092 5152 10152 7553 571 2028 3067 3052 15 258220 255675 1077 1468 45456 38414 6774 268 MISCELLANEOUS 2801 2801 2395909 2065299 117732 212878 935055 738713 1270467 1155169 15000 196234 4074 9187 10990 10062 45949 87220 8839437 3696526 5376217 5142911 8973410 9564666 170000 16801162 16904162 183045 133854 250847 375616 131000 4767 3608 569659 513078 X 12072987 12160133 4158516 4230951 16231503 16391084 16801162 16904162 X 267661 -108080 X false true X true false X 648563 499364 333452 805401 1221996 3508776 648563 499364 333452 805401 1221996 3508776 228982 3279794 315765 349233 299975 238925 525131 1729029 143 1585 1728 5239533 4582905 0.62600 0.59800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 76 159.06 74 44 1 true 406.00 9733 true X X X false 7751058 21831 477308 334320 28246 7887631 3687015 2658504 2147234 713453 28242 7751058 3615416 71599 3687015 3566524 48892 3615416 3530805 40324 4605 3566524 0.52340 0.33550 0.14110 false false 280500 280500 8558937 3696526 4862411 5142911 OTHER LIABILITIES 3608 3608 2547540 -108080 -7950 -116030 2663570 2663570 2387959 -7950 -7950 2395909 2395909 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 AMOUNTS COLLECTED FOR AND PAID TO HAY HOUSE -7,950 SCHEDULE D, PAGE 4, PART XII, LINE 2D AMOUNTS COLLECTED FOR AND PAID TO HAY HOUSE -7,950 PRESERVATION GA 189750 189750 58000 RH CHRISTMAS 43713 43713 22498 4 78688 78688 21062 312151 312151 101560 101560 210591 false HISTORIC MACON FOUNDATION P O BOX 13358 MACON GA 31208 7750 PRESERVATION GEORGIA'S OLD CAPITOL HERITAGE CENT P O BOX 1177 MILLEDGEVILLE GA 31059 6000 PRESERVATION CHERRY GROVE SCHOOL 538 HOLIDAY ROAD WASHINGTON GA 30673 7500 PRESERVATION X false false false false false false false false false MARK C MCDONALD PRESIDENT & CEO 203000 50000 9797 262797 FORM 990, PAGE 6, PART VI, LINE 11B ELECTRONIC COPIES OF FORM 990 ARE DISTRIBUTED TO THE CHAIRMAN OF THE BOARD, THE FINANCE COMMITTEE, AND THE PRESIDENT/CEO FOR REVIEW PRIOR TO FILING. 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 THE COMPENSATION OF THE PRESIDENT & CEO IN EXECUTIVE SESSION ON AN ANNUAL BASIS. THE BOARD CHAIR SURVEYS SIMILAR SIZE ORGANIZATIONS IN THE STATE FOR COMPARABLE SALARY AND COMPENSATION PACKAGES. 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 AMOUNTS COLLECTED FOR AND PAID TO HAY HOUSE -7,950 AMOUNTS COLLECTED FOR AND PAID TO HAY HOUSE 7,950