2017-02-14T13:22:56-05:00 2016-03-31 582216536 LAMB & BRASWELL LLC 4120 ARKWRIGHT RD MACON GA 312101707 990 2015-04-01 237357226 GEORGIA TRUST FOR HISTORIC PRESERVATION INC GEOR 4048819980 1516 PEACHTREE STREET NW ATLANTA GA 30309 MARK C MCDONALD PRESIDENT & CEO 4048819980 2017-02-13 JAMES F BRASWELL CPA P01053294 4784718488 2017-02-13 2015 2021-01-29 14:40:06Z MARK C MCDONALD 1515 PEACHTREE STREET NW ATLANTA GA 30309 3624773 false X WWW.GEORGIATRUST.ORG X 1973 GA HISTORIC PRESERVATION & EDUCATION 40 40 35 450 746 -1703 676364 845255 492787 542647 305116 306567 292828 514829 1767095 2209298 8566 11595 0 872520 862779 0 254146 694200 769744 1575286 1644118 191809 565180 13179215 13345153 293354 297393 12885861 13047760 X HISTORIC PRESERVATION & EDUCATION false false 596567 HAY HOUSE - ADMINISTRATION OF HOUSE MUSEUM, DIRECTION OF MUSEUM TOURS 121427 7595 ENDANGERED PROPERTIES - PLACES IN PERIL - SEEKS TO IDENTIFY AND PRESERVE HISTORIC SITES REVOLVING FUND - PROVIDE ALTERNATIVE TO DEMOLITION OR NEGLECT OF PROPERTIES 325926 PRESERVATION ASSISTANCE - EDUCATION, CONFERENCES, PUBLICATIONS, TOURS, RESOURCES. 189594 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. 189594 4000 1233514 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 40 0 35 true false 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 FELICIA MCCULLOUGH 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 BOARD MEMBER 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 ARTHUR J CLEMENT BOARD MEMBER X 0 0 0 GRETA COVINGTON BOARD MEMBER X 0 0 0 PATRICIA CARTER DEVEAU BOARD MEMBER X 0 0 0 ELIZABETH DUBOSE BOARD MEMBER X 0 0 0 ADINA ERWIN BOARD MEMBER X 0 0 0 CARL GABLE BOARD MEMBER X 0 0 0 CHRIS LAMBERT BOARD MEMBER X 0 0 0 THOMAS LITTLE BOARD MEMBER X 0 0 0 WILLIAM B PEARD CHAIRMAN X X 0 0 0 JOHN A MITCHENER TREASURER X X 0 0 0 W BENJAMIN BARKLEY SECRETARY X X 0 0 0 R JUSTIN KRIEG BOARD MEMBER X 0 0 0 SUSANNAH MADDUX 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 MARK C MCDONALD PRESIDENT & 50.00 X 177150 0 11869 177150 11869 1 false true true 4705 840550 520022 845255 MEMBERSHIP DUES 285145 285145 TOURS AND MEETINGS 193332 193332 VISITORS 64170 64170 542647 144981 144981 265047 26536 238511 238511 238511 1276697 1115111 161586 161586 161586 326837 4705 126163 200674 169955 147665 22290 21544 746 MISCELLANEOUS 53354 53354 53354 2209298 779131 746 383492 X 11595 11595 177150 114729 22333 40088 552823 358027 69695 125101 75818 40926 22091 12801 56988 37419 7858 11711 1500 1500 14500 6026 3852 4622 29542 23284 271 5987 8188 7287 365 536 148638 133730 6777 8131 20504 16485 2497 1522 2522 320 2202 193661 192714 727 220 11694 8380 1551 1763 EVENT MEALS 87758 84570 3188 PRINTING AND PUBLICATIONS 33132 28106 329 4697 EQUIP. RENTAL AND MAINT. 30774 16206 7383 7185 CONSULTANTS 22638 12638 10000 164693 139572 8527 16594 1644118 1233514 156458 254146 164837 161614 1499277 1154378 347119 242079 50616 32287 12945 12810 25509 20146 7436182 2424522 4937766 5011660 6009246 6602317 131900 107862 13179215 13345153 175777 219200 114308 64081 3269 14112 293354 297393 X 8541752 8258475 1777755 2222931 2566354 2566354 12885861 13047760 13179215 13345153 565180 -403281 X false true X true false X 1271179 840356 2083860 945014 1130400 6270809 1271179 840356 2083860 945014 1130400 6270809 296174 5974635 48240 158494 203081 305116 306567 1021498 442785 447741 510502 785615 772331 2958974 10251281 1090488 0.58280 0.63770 X PART II, LINE 10 OTHER RELATED ACTIVITY INCOME 2,958,974 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3614 3614 1641409 1645023 232251 58063 228764 232251 461015 691523 3703 3614 7317 57191 58063 115254 172881 X X 44 87.76 44 14 1 true 152.00 3807 true X X X false 2874377 376927 -54428 1637 3195239 2865304 1050 8149 126 2874377 2507703 357601 2865304 2513703 6000 2507703 2518703 5000 2513703 0.19680 0.80320 false false 280500 280500 7155682 2424522 4731160 5011660 RENOVATION FUNDS - OTHER 14112 14112 1963948 -403281 157931 -245350 2209298 2209298 1802049 157931 157931 1644118 1644118 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 26,536 DIRECT SPECIAL EVENTS EXPENSES 126,163 COST OF GOODS SOLD 5,232 SCHEDULE D, PAGE 4, PART XII, LINE 2D RENTAL EXPENSES 26,536 DIRECT SPECIAL EVENTS EXPENSES 126,163 COST OF GOODS SOLD 5,232 GALA 179948 1680 178268 63563 HAY HOUSE GARDE 42653 250 42403 16152 4 100194 2275 97919 44420 322795 4205 318590 124135 124135 194455 false INTERNSHIPS 4 5595 FELLOWSHIPS 1 4000 SCHOLARSHIPS 2 2000 X false false false false false false false false false GEORGIA SCHLEY RITCHIE VICE CHAIRMAN MARK C MCDONALD PRESIDENT & CEO 160000 17150 11869 189019 X 8 520022 PUBLICLY TRADED STOCK 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 IX, LINE 24E CONTRIBUTIONS 19,500 0 0 EDUCATIONAL SUPPLIES 19,207 0 0 EQUIPMENT & FACILITY RENT 18,727 0 163 COLLECTIONS MAINTENANCE 16,966 0 0 PRESERVATION/RESTORATION 15,769 0 0 MISCELLANEOUS 10,378 1,050 2,985 POSTAGE AND SHIPPING 9,071 361 4,886 TELEPHONE 6,043 3,287 3,945 SUPPLIES 6,428 893 2,346 HOSPITALITY 5,221 2,046 1,297 RESTORATION/MGMT EXPENSES 5,000 0 0 PROPERTY TAXES 4,194 0 0 DUES & SUBSCRIPTIONS 1,827 890 250 PHOTOGRAPHY 786 0 722 OTHER RENTAL 275 0 0 ENTERTAINMENT 180 0 0 FORM 990, PART XI, LINE 9 RENTAL EXPENSES 26,536 DIRECT SPECIAL EVENTS EXPENSES 126,163 COST OF GOODS SOLD 5,232 RENTAL EXPENSES -26,536 DIRECT SPECIAL EVENTS EXPENSES -126,163 COST OF GOODS SOLD -5,232 THE ORGANIZATION HAS HAD NO LOBBYING EXPENSE FOR TWO OF THE FOUR YEARS AVERAGED ON THE PREVIOUS PAGE.