2018-02-15T15:56:30-05:00 2017-03-31 582216536 LAMB & BRASWELL LLC 4120 ARKWRIGHT RD MACON GA 312101707 990 2016-04-01 237357226 GEORGIA TRUST FOR HISTORIC PRESERVATION INC GEOR 4048819980 1516 PEACHTREE STREET NW ATLANTA GA 30309 MARK C MCDONALD PRESIDENT & CEO 4048819980 2018-02-14 JAMES F BRASWELL CPA P01053294 4784718488 2018-02-14 C68DBA3E32A5F25CB32B758379E8D13ECE8E80F3 C68DBA3E32A5F25CB32B758379E8D13ECE8E80F3 2016 2021-01-29 14:40:06Z MARK C MCDONALD 1516 PEACHTREE STREET NW ATLANTA GA 30309 3190923 false X WWW.GEORGIATRUST.ORG X 1973 GA HISTORIC PRESERVATION & EDUCATION 40 40 36 450 3237 845255 593725 542647 533464 306567 226154 514829 392933 2209298 1746276 11595 10076 0 862779 848817 0 246081 769744 599404 1644118 1458297 565180 287979 13345153 14338812 297393 472633 13047760 13866179 X HISTORIC PRESERVATION & EDUCATION false false 518090 HAY HOUSE - ADMINISTRATION OF HOUSE MUSEUM, DIRECTION OF MUSEUM TOURS 104710 6076 ENDANGERED PROPERTIES - PLACES IN PERIL - SEEKS TO IDENTIFY AND PRESERVE HISTORIC SITES REVOLVING FUND - PROVIDE ALTERNATIVE TO DEMOLITION OR NEGLECT OF PROPERTIES 237952 PRESERVATION ASSISTANCE - EDUCATION, CONFERENCES, PUBLICATIONS, TOURS, RESOURCES. 165228 4000 PRESERVATION/RESTORATION - OVERSIGHT OF ALL PROPERTIES AND NEW PROPERTY ACQUISITION RHODES HALL - ADMNISTRATION OF HOUSE MUSEUM, EXHIBITIONS AND LECTURE HALL. MAIN STREET - PROVIDES DESIGN AND TECHNICAL ASSISTANCE FOR HISTORIC COMMERCIAL BUILDING REHABILITATION IN GEORGIA MAIN STREET CITIES HERITAGE EDUCATION / TALKING WALLS - PROGRAM FOR TEACHERS IN LOCAL COMMUNITIES TO TEACH THE HISTORIC VALUE OF THE AREA. 165228 4000 1025980 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 28 0 36 true true true false false false false true true false false false false false false false false false X 40 40 false false false false false false false true true false false true true true true true true true false false GA X DEBBIE LINTON 4048819980 1516 PEACHTREE STREET NW ATLANTA GA 30309 DAVID CRASS BOARD MEMBER X 0 0 0 NORRIS BROYLES BOARD MEMBER X 0 0 0 ELAINE DENIRO BOARD MEMBER X 0 0 0 RON GOSS BOARD MEMBER X 0 0 0 PAM NESMITH BOARD MEMBER X 0 0 0 RUTH KNOX BOARD MEMBER X 0 0 0 MARCY MCTIER BOARD MEMBER X 0 0 0 STANLEY J PRITCHETT SR BOARD MEMBER X 0 0 0 GEORGIA SCHLEY RITCHIE VICE CHAIRMA X X 0 0 0 SUSAN STARR BOARD MEMBER X 0 0 0 W HENRY PARKMAN SECRETARY X X 0 0 0 IRA D LEVY PAST CHAIRMA X X 0 0 0 MARK WILLIAMS BOARD MEMBER X 0 0 0 JANE ROYAL BOARD MEMBER X 0 0 0 DEAN DUBOSE SMITH BOARD MEMBER X 0 0 0 WILLIAM B PEARD CHAIR X X 0 0 0 JOHN A MITCHENER TREASURER X X 0 0 0 R JUSTIN KRIEG BOARD MEMBER X 0 0 0 JOHN SHEFTALL BOARD MEMBER X 0 0 0 DAVID A SMITH BOARD MEMBER X 0 0 0 SUSAN TURNER BOARD MEMBER X 0 0 0 LISA WHITE BOARD MEMBER X 0 0 0 STEPHEN YARBROUGH BOARD MEMBER X 0 0 0 TIFFANY BURCKHALTER-ALEWINE BOARD MEMBER X 0 0 0 KINGLSEY G CORBIN BOARD MEMBER X 0 0 0 CAROLYN LLORENS BOARD MEMBER X 0 0 0 JOHN SPINRAD BOARD MEMBER X 0 0 0 KIMBROUGH TAYLOR BOARD MEMBER X 0 0 0 DIANA WILLIAMS BOARD MEMBER X 0 0 0 BEN YOUNG BOARD MEMBER X 0 0 0 PAUL J BLACKNEY BOARD MEMBER X 0 0 0 E MAX CROOK HAY HOUSE CH X X 0 0 0 JEFFERSON DAVIS IV BOARD MEMBER X 0 0 0 CHRISTOPHER GOODE BOARD MEMBER X 0 0 0 BELLE TURNER LYNCH BOARD MEMBER X 0 0 0 SANDY MOREHOUSE BOARD MEMBER X 0 0 0 JOSHUA ROGERS BOARD MEMBER X 0 0 0 SANDY SANFORD BOARD MEMBER X 0 0 0 SCOTTIE SCHOEN BOARD MEMBER X 0 0 0 TOM B WIGHT BOARD MEMBER X 0 0 0 MARK C MCDONALD PRESIDENT & 40.00 X 177500 0 15908 177500 15908 1 false true false 3410 590315 137000 593725 MEMBERSHIP DUES 329063 329063 TOURS AND MEETINGS 128098 128098 VISITORS 76303 76303 533464 152818 152818 214303 32439 181864 181864 181864 1094018 1020682 73336 73336 73336 180960 3410 78035 102925 338029 313491 24538 21301 3237 MISCELLANEOUS 83606 83606 83606 1746276 711707 3237 334682 10076 10076 177500 108319 29578 39603 556584 339654 92747 124183 62602 28474 23818 10310 52131 32694 7878 11559 730 730 13050 5424 3466 4160 31348 23790 7558 11712 10796 383 533 111744 98101 6209 7434 13928 12323 1290 315 197487 196636 631 220 11119 7049 1915 2155 EVENT MEALS 32237 26600 5637 PRINTING AND PUBLICATIONS 29556 22382 271 6903 EQUIP. RENTAL AND MAINT. 26192 11244 7611 7337 CONTRIBUTIONS 18000 17500 500 102301 74188 10439 17674 1458297 1025980 186236 246081 161614 95261 1154378 1106624 242079 219603 32287 26853 12810 16746 20146 81665 7541929 2621797 5011660 4920132 6602317 7734928 107862 137000 13345153 14338812 219200 170017 64081 287401 14112 15215 297393 472633 X 8258475 9121585 2222931 2158240 2566354 2586354 13047760 13866179 13345153 14338812 287979 530440 X false true X true false X 840356 2083860 945014 1130400 922788 5922418 840356 2083860 945014 1130400 922788 5922418 296493 5625925 158494 203081 305116 306567 226154 1199412 447741 510502 785615 772331 597334 3113523 10235353 1132567 0.54970 0.58280 X PART II, LINE 10 OTHER RELATED ACTIVITY INCOME 3,113,523 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3708 3708 1561764 1565472 228274 57069 228764 232251 228274 689289 1033934 3703 3614 3708 11025 57191 58063 57069 172323 258485 X X 46 106.29 46 16 1 true 140.00 3158 true X X X false 3195239 242905 96587 3926 3530805 2874377 376927 -54428 1637 3195239 2865304 1050 8149 126 2874377 2507703 357601 2865304 2513703 6000 2507703 0.26750 0.73250 false false 280500 280500 7261429 2621797 4639632 4920132 RENOVATION FUNDS - OTHER 15215 15215 2383891 530440 107175 637615 1746276 1746276 1565472 107175 107175 1458297 1458297 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 RENTAL EXPENSES 32,439 DIRECT SPECIAL EVENTS EXPENSES 73,033 COST OF GOODS SOLD 1,703 SCHEDULE D, PAGE 4, PART XII, LINE 2D RENTAL EXPENSES 32,439 DIRECT SPECIAL EVENTS EXPENSES 73,033 COST OF GOODS SOLD 1,703 HAY HOUSE GARDE 52246 125 52121 17980 HAY HOUSE CHRIS 34373 375 33998 17412 3 89193 2660 86533 35461 175812 3160 172652 70853 70853 101799 false INTERNSHIPS 2 4076 FELLOWSHIPS 1 4000 SCHOLARSHIPS 2 2000 X false false false false false false false false false MARK C MCDONALD PRESIDENT & CEO 177500 15908 193408 X 1 137000 COMPARABLE SALES false true false FORM 990, PAGE 2, PART III, LINE 4D PRESERVATION/RESTORATION - OVERSIGHT OF ALL PROPERTIES AND NEW PROPERTY ACQUISITION RHODES HALL - ADMNISTRATION OF HOUSE MUSEUM, EXHIBITIONS AND LECTURE HALL. MAIN STREET - PROVIDES DESIGN AND TECHNICAL ASSISTANCE FOR HISTORIC COMMERCIAL BUILDING REHABILITATION IN GEORGIA MAIN STREET CITIES HERITAGE EDUCATION / TALKING WALLS - PROGRAM FOR TEACHERS IN LOCAL COMMUNITIES TO TEACH THE HISTORIC VALUE OF THE AREA. 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 RENTAL EXPENSES 32,439 DIRECT SPECIAL EVENTS EXPENSES 73,033 COST OF GOODS SOLD 1,703 RENTAL EXPENSES -32,439 DIRECT SPECIAL EVENTS EXPENSES -73,033 COST OF GOODS SOLD -1,703 THE ORGANIZATION HAS HAD NO LOBBYING EXPENSE FOR ONE OF THE FOUR YEARS AVERAGED ON THE PREVIOUS PAGE.