2022-02-15T12:00:42-06:00 2021-03-31 582216536 LAMB & BRASWELL LLC 4120 ARKWRIGHT RD MACON GA 312101707 990 2020-04-01 237357226 GEORGIA TRUST FOR HISTORIC PRESERVATION INC GEOR 4048819980 1516 PEACHTREE STREET NW ATLANTA GA 30309 MARK C MCDONALD PRESIDENT & CEO 4048819980 2022-02-15 MARK C MCDONALD 999009999 JAMES F BRASWELL CPA P01053294 4784718488 2022-02-15 2020 2022-09-23 18:48:47Z MARK C MCDONALD 1516 PEACHTREE STREET NW ATLANTA GA 30309 5814371 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. 38 38 26 42 1143 495068 805401 410930 331282 344406 1637533 375670 307929 1626074 3082145 43059 16750 0 1044243 1037514 0 191758 680877 1082755 1768179 2137019 -142105 945126 14132854 16801162 155331 569659 13977523 16231503 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 1182892 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. 347224 16750 THE ORGANIZATION ENGAGES IN SERVERAL PROGRAMS TO EDUCATE AND ENCOURAGE THE PULIC 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. 261503 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 1791619 true true false true false false true true false true true false false false true false true false false false false false false false true false false false true true false false false false false false false false true 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 38 38 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 227500 0 16631 TIFFANY ALEWINE BOARD MEMBER 1.00 X 0 0 0 JOHN ALLAN BOARD MEMBER 1.00 X 0 0 0 WILLIAM BAKER 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 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 VICE CHAIR 1.00 X X 0 0 0 CHRISTINE LAMBERT BOARD MEMBER 1.00 X 0 0 0 CAROLYN LLORENS BOARD MEMBER 1.00 X 0 0 0 BOBBY MAYS BOARD MEMBER 1.00 X 0 0 0 WILLIAM MCDONALD 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 AUBREY NEWBY BOARD MEMBER 1.00 X 0 0 0 WILLIAM B PEARD TREASURER 1.00 X X 0 0 0 GEORGIA SCHLEY RITCHIE IMMEDIATE PA 1.00 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 SCOTTIE SCHOEN BOARD MEMBER 1.00 X 0 0 0 DAVID A SMITH CHAIR 1.00 X X 0 0 0 JOHN SPINRAD BOARD MEMBER 1.00 X 0 0 0 DR CANDY TATE BOARD MEMBER 1.00 X 0 0 0 KIMBROUGH TAYLOR BOARD MEMBER 1.00 X 0 0 0 JAMES THOMAS BOARD MEMBER 1.00 X 0 0 0 BELLE TURNER-LYNCH BOARD MEMBER 1.00 X 0 0 0 TOM B WIGHT BOARD MEMBER 1.00 X 0 0 0 MARK WILLIAMS 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 227500 16631 1 false true false 185200 620201 170140 805401 MEMBERSHIP DUES 321771 321771 TOURS AND MEETINGS 9511 9511 331282 131055 131055 107870 2530 105340 105340 105340 3629730 565168 2103712 584708 1526018 -19540 1506478 1506478 64805 33642 31163 15767 7634 8133 6990 1143 FEES FOR SERVICES 74655 74655 MISC - BUS. CONT. INSURANCE 72656 72656 OTHER 9007 9007 6975 6975 163293 3082145 2008043 1143 236395 16750 16750 227500 177450 15925 34125 650663 507518 45546 97599 24831 18872 1738 4221 71799 54567 5026 12206 62721 47668 4390 10663 36360 36360 11625 11625 7200 7200 40634 36088 4546 715 715 28267 25620 661 1986 35064 22832 2917 9315 52569 29992 7731 14846 565559 557114 4222 4223 5965 5749 177 39 251869 248579 1645 1645 44920 40122 3933 865 MISCELLANEOUS 2008 1983 25 2137019 1791619 153642 191758 350390 935055 1135194 1270467 35664 15000 11275 4074 9846 10990 39836 45949 8837288 3461071 5544635 5376217 6585737 8973410 420277 170000 14132854 16801162 42901 183045 107663 250847 131000 4767 4767 155331 569659 X 9825014 12072987 4152509 4158516 13977523 16231503 14132854 16801162 X 945126 1308854 X false true X true false X 922788 648563 499364 333452 805401 3209568 922788 648563 499364 333452 805401 3209568 77566 3132002 226154 315765 349233 299975 238925 1430052 143 143 597334 597334 5237097 4071778 0.59800 0.49240 X PART II, LINE 10 OTHER RELATED ACTIVITY INCOME 597,334 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 247382 247382 371073 3600 3600 61846 61846 92769 X X 71 138.97 70 41 1 true 401.00 10399 true X X X false 3687015 2658504 2147234 713453 28242 7751058 3615416 71599 3687015 3566524 48892 3615416 3530805 40324 4605 3566524 3195239 242905 96587 3926 3530805 0.51650 0.33990 0.14360 false false 280500 280500 8556788 3461071 5095717 5376217 OTHER LIABILITIES 4767 4767 4393529 1308854 1308854 3084675 -2530 -2530 3082145 2139549 2139549 -2530 -2530 2137019 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 4B WAGES INCLUDED IN SPECIAL EVENTS -2,530 SCHEDULE D, PAGE 4, PART XII, LINE 4B WAGES INCLUDED IN SPECIAL EVENTS -2,530 RH CHRISTMAS 32412 32412 20137 HAY HOUSE CHRIS 7897 7897 1483 2 12399 12399 2426 52708 52708 24046 24046 28662 false GRANTS 3 7750 FELLOWSHIPS 2 9000 X false false false false false false false false false MARK C MCDONALD PRESIDENT & CEO 202500 25000 16631 244131 X 1 170000 X 1 140 false true false 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 WAGES INCLUDED IN SPECIAL EVENTS 2,530 WAGES INCLUDED IN SPECIAL EVENTS -2,530