2016-02-12T11:51:59-06:00 2015-03-31 582216536 LAMB & BRASWELL LLC 4120 ARKWRIGHT RD MACON GA 31210 990 2014-04-01 237357226 GEORGIA TRUST FOR HISTORIC PRESERVATION INC GEOR 4048819980 1516 PEACHTREE STREET NW ATLANTA GA 30309 MARK C MCDONALD PRESIDENT AND CEO 4048819980 2016-02-10 JAMES F BRASWELL CPA P01053294 4784718488 2016-02-12 2014 2016-08-17 19:52:53Z MARK C MCDONALD 1516 PEACHTREE STREET NW ATLANTA GA 30309 3179582 false X WWW.GEORGIATRUST.ORG X 1973 GA HISTORIC PRESERVATION & EDUCATION 37 37 43 450 1704 -4812 1823555 676364 487391 492787 203081 305116 283416 292828 2797443 1767095 19064 8566 0 847543 872520 0 230815 544848 694200 1411455 1575286 1385988 191809 12751014 13179215 193226 293354 12557788 12885861 X HISTORIC PRESERVATION & EDUCATION false false 560533 HAY HOUSE - ADMINISTRATION OF HOUSE MUSEUM, DIRECTION OF MUSEUM TOURS 118490 4566 ENDANGERED PROPERTIES - PLACES IN PERIL - SEEKS TO IDENTIFY AND PRESERVE HISTORIC SITES REVOLVING FUND - PROVIDE ALTERNATIVE TO DEMOLITION OR NEGLECT OF PROPERTIES 257384 PRESERVATION ASSISTANCE - EDUCATION, CONFERENCES, PUBLICATIONS, TOURS, RESOURCES. 226761 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. 226761 4000 1163168 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 43 true true true false false false false true true false false false false false false false false false X 37 37 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 MARGARET CALHOON BOARD MEMBER 0.00 0.00 X 0 0 0 LESLIE G CALLAHAN III TREASURER 0.00 X X 0 0 0 DAVID CRASS BOARD MEMBER 0.00 X 0 0 0 NORRIS BROYLES BOARD MEMBER 0.00 X 0 0 0 ELAINE DENIRO BOARD MEMBER 0.00 X 0 0 0 RON GOSS BOARD MEMBER 0.00 X 0 0 0 PAT NESMITH BOARD MEMBER 0.00 X 0 0 0 RUTH KNOX BOARD MEMBER 0.00 X 0 0 0 MARCY MCTIER BOARD MEMBER 0.00 X 0 0 0 STANLEY J PRITCHETT SR BOARD MEMBER 0.00 X 0 0 0 GEORGIA SCHLEY RITCHIE VICE CHAIRMA 0.00 X X 0 0 0 SUSAN STARR BOARD MEMBER 0.00 X 0 0 0 W HENRY PARKMAN BOARD MEMBER 0.00 X 0 0 0 IRA D LEVY CHAIRMAN 0.00 X X 0 0 0 MARK WILLIAMS BOARD MEMBER 0.00 X 0 0 0 JANE ROYAL BOARD MEMBER 0.00 X 0 0 0 DEAN DUBOSE SMITH BOARD MEMBER 0.00 X 0 0 0 ARTHUR J CLEMENT BOARD MEMBER 0.00 X 0 0 0 GRETA COVINGTON BOARD MEMBER 0.00 X 0 0 0 PATRICIA CARTER DEVEAU BOARD MEMBER 0.00 X 0 0 0 ELIZABETH DUBOSE BOARD MEMBER 0.00 X 0 0 0 ADINA ERWIN BOARD MEMBER 0.00 X 0 0 0 CARL GABLE BOARD MEMBER 0.00 X 0 0 0 CHRIS LAMBERT BOARD MEMBER 0.00 X 0 0 0 THOMAS LITTLE BOARD MEMBER 0.00 X 0 0 0 WILLIAM B PEARD VICE CHAIRMA 0.00 X X 0 0 0 JAMES WARREN BOARD MEMBER 0.00 X 0 0 0 JOHN A MITCHENER BOARD MEMBER 0.00 X 0 0 0 W BENJAMIN BARKLEY SECRETARY 0.00 X X 0 0 0 R JUSTIN KRIEG BOARD MEMBER 0.00 X 0 0 0 SUSANNAH MADDUX BOARD MEMBER 0.00 X 0 0 0 JOHN SHEFTALL BOARD MEMBER 0.00 X 0 0 0 DAVID A SMITH BOARD MEMBER 0.00 X 0 0 0 SUSAN TURNER BOARD MEMBER 0.00 X 0 0 0 LISA WHITE BOARD MEMBER 0.00 X 0 0 0 STEPHEN YARBROUGH BOARD MEMBER 0.00 X 0 0 0 MARK C MCDONALD PRESIDENT & 50.00 0.00 X 167800 0 15587 167800 15587 1 false true false JOHN WESLEY HAMMER CONSTRUCTION CO 118 BARRY STREET DECATUR GA 30030 CONSTRUCTION 277554 1 19921 49000 607443 203276 676364 MEMBERSHIP DUES 268650 268650 TOURS AND MEETINGS 157343 157343 VISITORS 66794 66794 492787 113618 113618 191704 24625 167079 167079 167079 1241847 1050349 191498 191498 191498 308234 19921 73215 235019 132293 264298 -132005 -133709 1704 MISCELLANEOUS 17045 17045 FEES FOR SERVICES 5690 5690 22735 1767095 573311 1704 280697 8566 8566 167800 106033 26919 34848 562956 355733 90309 116914 84343 44781 24798 14764 57421 38373 7749 11299 12635 12635 14525 6037 3858 4630 28457 23203 5254 11652 11014 241 397 157613 138910 8502 10201 26194 22130 2546 1518 1640 620 95 925 178302 177154 718 430 12207 7867 1997 2343 EVENT MEALS 53234 51363 1871 EQUIP. RENTAL AND MAINT. 26602 14803 5791 6008 PRINTING AND PUBLICATIONS 23140 20513 335 2292 CONSULTANTS 20974 20974 127025 102459 7445 17121 1575286 1163168 181303 230815 501294 164837 1173062 1499277 589675 347119 38131 50616 14116 12945 21032 25509 7168627 2230861 4671628 4937766 5487551 6009246 254525 131900 12751014 13179215 142788 175777 36589 114308 13849 3269 193226 293354 X 8049180 8541752 1943304 1777755 2565304 2566354 12557788 12885861 12751014 13179215 191809 136264 X false true X true false X 785783 1271179 840356 2083860 945014 5926192 785783 1271179 840356 2083860 945014 5926192 5926192 9208 48240 158494 203081 305116 724139 455977 442785 447741 510502 785615 2642620 9292951 953125 0.63770 0.68080 X PART II, LINE 10 OTHER RELATED ACTIVITY INCOME 2,642,620 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3703 3703 1571583 1575286 228764 57191 228764 228764 343146 3703 3703 57191 57191 85787 X X 41 84.70 41 11 1 true 152.00 3807 true X X X false 2565304 1050 2566354 2507703 57601 2565304 2513703 6000 2507703 2518703 5000 2513703 2518603 100 2518703 1.00000 false false 280500 280500 6888127 2230861 4657266 4937766 RENOVATION FUNDS - OTHER 3269 3269 2007230 136264 103871 240135 1767095 1767095 1679157 103871 103871 1575286 1575286 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 24,625 DIRECT SPECIAL EVENTS EXPENSES 73,964 COST OF GOODS SOLD 5,282 SCHEDULE D, PAGE 4, PART XII, LINE 2D RENTAL EXPENSES 24,625 DIRECT SPECIAL EVENTS EXPENSES 73,964 COST OF GOODS SOLD 5,282 GALA 162538 2865 159673 15961 HAY HOUSE GARDE 40952 985 39967 14405 6 121545 16071 105474 42114 325035 19921 305114 72480 72480 232634 false INTERNSHIPS 3 4566 FELLOWSHIPS 1 4000 false false false false false false false false false MARK C MCDONALD PRESIDENT & CEO 167800 15587 183387 X 4 177149 PUBLICLY TRADED STOCK X 2 26127 COMPARABLE TRANSACTIONS 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 BOARD NAMED A SEARCH COMMITTEE, CONSISTING OF BOARD MEMBERS AS WELL AS OTHERS IN THE PRESERVATION FIELD, TO OVERSEE THE HIRING OF THE PRESIDENT. THIS COMMITTEE HIRED A SEARCH FIRM TO ASSIST IN THE PROCESS. THE PRESIDENT'S SALARY WAS BASED ON THE INDIVIDUAL'S PREVIOUS SALARY AS WELL AS THE AMOUNT THAT THE VACATING PRESIDENT WAS PAID. THE SEARCH COMMITTEE APPROVED OF THE HIRING AND SALARY. 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 24,625 DIRECT SPECIAL EVENTS EXPENSES 73,964 COST OF GOODS SOLD 5,282 RENTAL EXPENSES -24,625 DIRECT SPECIAL EVENTS EXPENSES -73,964 COST OF GOODS SOLD -5,282 THE ORGANIZATION HAS HAD NO LOBBYING EXPENSE FOR THE PAST THREE YEARS.