GEORGIA TRUST FOR HISTORIC PRESERVATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GEORGIA TRUST FOR HISTORIC PRESERVATION INC (EIN 23-7357226)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2026-02-14
- IRS object ID
- 202620459349300507
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Averaging Attachment
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-14T09:00:21-05:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582216536 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAMB & BRASWELL LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4120 ARKWRIGHT RD | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237357226 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGIA TRUST FOR HISTORIC | BusinessNameLine1Txt |
| Business Name Line2 | PRESERVATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 4048819980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1516 PEACHTREE STREET NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W WRIGHT MITCHELL | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 4048819980 | PhoneNum |
| Signature | 2025-02-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES F BRASWELL CPA | PreparerPersonNm |
| PTIN | P01053294 | PTIN |
| Phone | 4784718488 | PhoneNum |
| Preparation | 2026-02-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | W WRIGHT MITCHELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1516 PEACHTREE STREET NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,528,617 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GEORGIATRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | THE GEORGIA TRUST WORKS FOR THE PRESERVATION AND REVITALIZATION OF GEORGIA'S DIVERSE HISTORIC RESOURCES AND ADVOCATES FOR THEIR APPRECIATION, PROTECTION, AND USE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Total Volunteers | 154 | TotalVolunteersCnt |
| Total Gross UBI | $4,720 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,791,761 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,068,102 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $221,139 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $358,113 | CYProgramServiceRevenueAmt |
| PY Investment Income | $454,458 | PYInvestmentIncomeAmt |
| CY Investment Income | $724,196 | CYInvestmentIncomeAmt |
| PY Other Revenue | $281,826 | PYOtherRevenueAmt |
| CY Other Revenue | $370,990 | CYOtherRevenueAmt |
| PY Total Revenue | $2,749,184 | PYTotalRevenueAmt |
| CY Total Revenue | $3,521,401 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $112,029 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $117,850 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,224,745 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,341,774 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $174,006 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $830,440 | PYOtherExpensesAmt |
| CY Other Expenses | $1,538,843 | CYOtherExpensesAmt |
| PY Total Expenses | $2,167,214 | PYTotalExpensesAmt |
| CY Total Expenses | $2,998,467 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $581,970 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $522,934 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,873,146 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,589,501 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $425,062 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $428,776 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,448,084 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,160,725 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE GEORGIA TRUST WORKS FOR THE PRESERVATION AND REVITALIZATION OF GEORGIA'S DIVERSE HISTORIC RESOURCES AND ADVOCATES FOR THEIR APPRECIATION, PROTECTION, AND USE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $863,122 | ExpenseAmt |
| Grant | $116,850 | GrantAmt |
| Revenue | $332,580 | RevenueAmt |
| Desc | THE TRUST OPERATES A REVOLVING FUND USED TO PURCHASE, STABILIZE, AND/OR REHABILITATE, AND THEN RESELL HISTORIC PROPERTIES TO PRESERVATION-MINDED BUYERS. IN JULY 2024, THE TRUST PURCHASED THE FIRST NATIONAL BANK BUILDING IN LOUISVILLE, GOERGIA. EFFORTS ARE UNDERWAY TO STABILIZE THE STRUCTURE BY REPLACING THE ROOF AND INVESTING IN POTENTIAL USES FOR THE HISTORIC STRUCTURE. TO FURTHER THE MISSION OF PROTECTION, THE ORGANIZATION PLACES AND ADMINISTERS EIGHTY-TWO PRESERVATION EASEMENTS ON SITES THROUGHOUT THE STATE OF GEORGIA WHICH ARE VITAL FOR PRESERVING HISTORIC PROPERTIES AND ENSURING THEIR FUTURE PROTECTION. THE NEWEST ADDITION TO THE PROGRAM IS PARK STREET UNITED METHODIST CHURCH IN ATLANTA'S WEST END. THIS GOTHIC REVIVAL STYLE BUILDING, NOW OWNED BY CLARK ATLANTA UNIVERSITY, HOUSES ITS ART AND MUSIC DEPARTMENTS. ANNUALLY, THE TRUST PUBLISHES AND PROMOTES A LIST OF HISTORIC SITES THREATENED BY DEMOLITION, NEGLECT, LACK OF MAINTENANCE, OR INAPPROPRIATE DEVELOPMENT CALLED PLACES IN PERIL. THE INTENTION IS TO ENCOURAGE OWNERS TO PRESERVE THESE PLACES. IN 2024, THE PLACES IN PERIL PORGRAM ACHIEVED SIGNIFICANT MILESTONES. THE LEE STREET BRIDGE PROJECT IN AMERICUS WAS REDESIGNED WITH GDOT AND LOCAL PARTNERS, PRESERVING THE HISTORIC CALVARY EPISCOPAL CHURCH AND ITS DISTRICT. ADDITIONALLY, THE ENDANGERED BUILDING AT 229 AUBURN STREET IN ATLANTA'S SWEET AUBURN DISTRICT IS SET FOR REDEVELOPMENT, WITH ADVOCATES STRIVING TO ENSURE ITS REHABILITIATION TO MAINTAIN THE AREA'S NATIONAL SIGNIFICANCE. THE TRUST AWARDED 110,000 IN GRANTS TO FOURTEEN HISTORIC SITES AND AWARDED TWO FELLOWSHIPS TOTALING 6,850 DURING THIS FISCAL YEAR. PROJECTS INCLUDE THE EXTERIOR RESTORATION OF THE DESOTO THEATRE IN ROME, REVITALIZATION OF SAVANNAH GRAY BRICK AT MASSIE SCHOOL, REPAIRS TO THE FRESH AIR HOME PAVILION ON TYBEE ISLAND AND WINDOW RESTORATION AT THE THOMASVILLE CENTER FOR THE ARTS. THE GEORGIA TRUST ALSO PRESENTS PRESERVATION AWARDS ANNUALLY WHICH RECOGNIZE EXCELLENCE IN PRESERVATION, RESTORATION, AND STEWARDSHIP. DURING THE FISCAL YEAR, TWENTY-SIX AWARDS WERE GIVEN INCLUDING ELEVEN FOR EXCELLENCE IN REHABILITATION, TWO FOR EXCELLENCE IN STEWARDSHIP, AND TWO FOR EXCELLENCE IN RESTORATION, AMONG OTHERS. THE TRUST CONTINUES TO SPEARHEAD EFFORTS TO EXPAND TAX CREDIT LEGISLATION. DURING THE FISCAL YEAR, THE GEORGIA TRUST BEGAN THE PROCESS TO PRESENT A BILL TO THE GEORGIA LEGISLATURE TO INCREASE THE ANNUAL CAP FOR COMMERCIAL HRTC PROJECTS. IN ADDITION, AN ADVOCACY TOOLKIT WAS DEVELOPED TO PROVIDE ENHANCED EDUCATION FOR ADVOCATES OF ENDANGERED HISTORIC SITES. THE TOOLKIT INCLUDES TECHNIQUES TO IDENTIFY HISTORC SITES, STRATEGIES FOR BUILDING SUPPORT, HOW TO ENGAGE WITH ELECTED OFFICIALS, UNDERTANDING DESIGNATIONS, AND FUNDING OPPORTUNITIES. THIS RESOURCE PROMOTES EARLY ADVOCACY TO SAFEGUARD GEORGIA'S HISTORIC RESOURCES AND PREVENTS DEMOLITION AND INAPPROPRIATE DEVELOPMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $937,276 | ExpenseAmt |
| Grant | $750 | GrantAmt |
| Revenue | $722,493 | RevenueAmt |
| Desc | THE GEORGIA TRUST OWNS THE HAY HOUSE IN MACON, GEORGIA AND ACTIVELY PRESERVES AND MANAGES THIS 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. DURING THE YEAR, OVER 24,325 INDIVIDUALS TOURED THE HAY HOUSE PROPERTY. MAINTENANCE WORK UNDERTAKEN DURING THE FISCAL YEAR INCLUDES PAINTING THE CLERESTROY CEILING, MUSIC ROOM, AND ENTRANCE HALL. NEW AUDIO-VISUAL MATERIALS FOR TOURS WERE INTRODUCED, ALONG WITH EXHIBITS SHOWCASING THE HOUSE'S HISTORY, NOTABLY FEATURING CHESTER DAVIS, THE FAMILY CHAUFFEUR, BUTLER, AND FIRST DOCENT. ADDITIONALLY, HAY HOUSE WELCOMED EIGHT GRADERS FROM BIBB COUNTY SCHOOLS IN GEORGIA AND LAUNCHED THE 'INSPIRED SURROUNDINGS' ART EXHIBIT INITIATIVE. RHODES HALL, ONE OF ATLANTA'S FEW REMAINING PEACHTREE STREET MANSIONS, IS THE HEADQUARTERS OF THE GEORGIA TRUST AND CONTINUES TO SERVCE AS A HISTORIC LANDMARK, WORKPLACE, MUSEUM, AND EDUCATIONAL CENTER. DURING THIS FISCAL YEAR, THE GEORGIA TRUST FOCUSED SIGNIFICANT RESOURCES INTO MAINTAINING THE BUILDING, NOW A DECADE PAST ITS LAST MAJOR REHABILITATION. THE TOWER ROOF WAS REPLACED AND THE GABLES ON THE SOUTHERN FACADE WERE REPOINTED TO ADDRESS WATER INFILTRATION. THE TRUST HAS COMPLETED THESE CRITICAL RESTORATION NEEDS TO ENSURE THAT RHODES HALL REMAINS A VIBRANT AND STABLE HISTORIC RESOURCE FOR FUTURE GENERATIONS. THE GEORGIA TRUST LEASES RHODES MEMORIAL HALL FROM THE STATE OF GEORGIA UNDER A RENEWED, CONDITIONAL OPERATING AGREEMENT THAT BEGAN ON SEPTEMBER 12, 2011, AND EXPIRES ON JUNE 30, 2060, FOR 10 PER YEAR. CONDITIONS IN THE LEASE INCLUDE OPERATING THE FIRST FLOOR OF THE HOUSE AS A MUSEUM,EXHIBIT AND LECTURE HALL FACILITY, AND OTHER MEANS OF PROMOTING THE APPRECIATION AND PRESERVATION OF THE CULTURAL HERITAGE OF GEORGIA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $550,281 | ExpenseAmt |
| Grant | $250 | GrantAmt |
| Revenue | $398,226 | RevenueAmt |
| Desc | THE ORGANIZATION ENCOURAGES AN UNDERSTANDING OF HISTORIC PRESERVATION THROUGH ITS HISTORIC PRESERVATION INSTITUTE AND ALSO THROUGH CONFERENCES, SEMINARS, COMMUNICATIONS, AND INTERNSHIPS. DURING THE FISCAL YEAR, 706 INDIVIDUALS ATTENDED TWENTY-THREE DIFFERENT CLASS SESSIONS, FOUR WORKSHOPS, AND ELEVEN TOURS OFFERED ON HISTORIC PRESERVATION. TOPICS INCLUDED A GRANT APPLICATION WORKSHOP, PRESERVING BLACK CHURCHES, AND EQUITABLE PRESERVATION. THE RAMBLER, A QUARTERLY MAGAZINE, STIMULATES INTEREST, EDUCATES, AND FACILITATES PARTICIPATION IN HISTORIC PRESERVATION. THE COVER STORIES INCLUDED IN THIS FISCAL YEAR WERE HISTORIC PLACES OF PLAY, ARCHITECTURE OF THE LAST COLONY, BUILDING ON THE PAST, AND GEORGIA'S HISTORIC LANDSCAPES. IN ADDITION, THE GEORGIA TRUST PUBLISHED A BOOK ENTITLED ARCHITECTURE OF THE LAST COLONY WHICH IS SOLD BY THE GEORGIA TRUST AND THE UNIVERSITY OF GEORGIA PRESS. THIS BOOK JOINS THE GEORGIA TRUST'S COLLECTION OF PUBLICATIONS WHICH INCLUDE THE STORY OF J. NEEL REED, ARCHITECT, WRITTEN BY WILLIAM R. MITCHELL, JR., A FOUNDING TRUSTEE OF THE GEORGIA TRUST. ANNUALLY, GEORGIA TRUST HOSTS GROUP TOURS OF HISTORIC SITES IN VARIOUS REGIONS OF THE STATE CALLED RAMBLES AND EXPEDITIONS. THIS YEAR, THE GEORGIA TRUST HOSTED THE SPRING RAMBLE IN ATHENS AND WATKINSVILLE AND THE FALL RAMBLE IN AMERICUS. THE RAMBLES CELEBRATE LOCAL HISTORY AND PRESERVATION SUCCESSES. THE SUMMER EXPEDITION TO EATONTON SAW RECORD-BREAKING ATTENDANCE, HIGHLIGHTING COMMUNITY COMMITMENT TO HERITAGE TOURISM. THESE ACTIVITIES FOSTER GREATER APPRECIATION FOR LOCAL HISTORY WHILE STRENGTHENING COMMUNITY TIES AND SUPPORTINGLOCAL ECONOMIES. THE ON-SITE EXPERIENCE ALLOWS THE PARTICIPANTS TO LEARN ABOUT THE SITES EXPERIENTIALLY, AS WELL AS TO GAIN A DEEPER UNDERSTANDING OF PRESERVATION TECHNIQUES AND ON-GOING PRESERVATION EFFORTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,350,679 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 32 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANA F PONDER CPA | PersonNm |
| Phone | 4048857811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1516 PEACHTREE STREET NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| NORRIS A BROYLES III | ||||||
| IMMEDIATE PA | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM B PEARD | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TIFFANY ALEWINE | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN ALLAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNY WHEATLEY FLETCHER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEMARIUS V BRINKLEY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN GRAVEL | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JANE ROYAL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR CANDY TATE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER NUNN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN SHEPARD | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOSEPH CHARLES | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| L TOM GAY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER KING | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY LOWELL PETTIT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MILAN SAVIC | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISA WHITE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| W WRIGHT MITCHELL | ||||||
| PRESIDENT & | 40.00 | $230,000 | $0 | $11,325 | Yes (X) | |
| FLOYD C NEWTON III | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM B WIGHT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL J BLACKNEY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL EDWARDS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLIE GARBUTT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANA PONDER | ||||||
| CFO | 40.00 | $105,300 | $0 | $14,927 | Yes (X) | |
| ELIZABETH WALDEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN LUNDEEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WES WALRAVEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANN HILL BOND | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEIGH BURNS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NICK BUSH | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LESLIE G CALLAHAN III | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELAINE COOK | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER FLOOD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID FREEDMAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF HOPPER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIK LAVALLE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH SMITH | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TODD STRICKLAND | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT H WEST | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $335,300 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $26,252 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $379,571 | MembershipDuesAmt |
| Fundraising | $254,811 | FundraisingAmt |
| Government Grants | $252,406 | GovernmentGrantsAmt |
| All Other Contributions | $1,181,314 | AllOtherContributionsAmt |
| Noncash Contributions | $580,211 | NoncashContributionsAmt |
| Total Contributions | $2,068,102 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| TOURS AND MEETINGS | $232,466 | $232,466 |
| VISITORS | $125,647 | $125,647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $358,113 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $514,169 | TotalRevenueColumnAmt |
| Exclusion | $514,169 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,184 | TotalRevenueColumnAmt |
| Exclusion | $3,184 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $313,713 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $313,713 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $313,713 | TotalRevenueColumnAmt |
| Exclusion | $313,713 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $570,142 | SecuritiesAmt |
| Other | $450,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $470,115 | SecuritiesAmt |
| Other | $340,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $100,027 | SecuritiesAmt |
| Other | $110,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $210,027 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $210,027 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $174,649 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $254,811 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $177,906 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,257 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $35,799 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $19,195 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,604 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,884 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,720 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| WORKSHOPS AND FEES | $38,321 | $38,321 |
| MISCELLANEOUS | $2,425 | $2,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $40,746 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,521,401 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $620,770 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,720 | UnrelatedBusinessRevenueAmt |
| Exclusion | $831,066 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,250 | TotalAmt |
| Program Services | $110,250 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,600 | TotalAmt |
| Program Services | $7,600 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,000 | TotalAmt |
| Program Services | $172,500 | ProgramServicesAmt |
| Management And General | $46,000 | ManagementAndGeneralAmt |
| Fundraising | $11,500 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $914,767 | TotalAmt |
| Program Services | $727,593 | ProgramServicesAmt |
| Management And General | $69,852 | ManagementAndGeneralAmt |
| Fundraising | $117,322 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,132 | TotalAmt |
| Program Services | $13,210 | ProgramServicesAmt |
| Management And General | $680 | ManagementAndGeneralAmt |
| Fundraising | $7,242 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,038 | TotalAmt |
| Program Services | $71,933 | ProgramServicesAmt |
| Management And General | $12,966 | ManagementAndGeneralAmt |
| Fundraising | $8,139 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,837 | TotalAmt |
| Program Services | $66,602 | ProgramServicesAmt |
| Management And General | $5,166 | ManagementAndGeneralAmt |
| Fundraising | $11,069 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,750 | TotalAmt |
| Management And General | $15,750 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,000 | TotalAmt |
| Program Services | $25,000 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,380 | TotalAmt |
| Management And General | $46,380 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,099 | TotalAmt |
| Program Services | $4,798 | ProgramServicesAmt |
| Management And General | $7,301 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,603 | TotalAmt |
| Program Services | $28,890 | ProgramServicesAmt |
| Management And General | $278 | ManagementAndGeneralAmt |
| Fundraising | $435 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,878 | TotalAmt |
| Program Services | $83,398 | ProgramServicesAmt |
| Management And General | $7,025 | ManagementAndGeneralAmt |
| Fundraising | $7,455 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,994 | TotalAmt |
| Program Services | $46,096 | ProgramServicesAmt |
| Management And General | $12,754 | ManagementAndGeneralAmt |
| Fundraising | $4,144 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,789 | TotalAmt |
| Program Services | $362,291 | ProgramServicesAmt |
| Management And General | $3,249 | ManagementAndGeneralAmt |
| Fundraising | $3,249 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,104 | TotalAmt |
| Program Services | $41,710 | ProgramServicesAmt |
| Management And General | $700 | ManagementAndGeneralAmt |
| Fundraising | $1,694 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,065 | TotalAmt |
| Program Services | $117,065 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,962 | TotalAmt |
| Program Services | $233,418 | ProgramServicesAmt |
| Management And General | $734 | ManagementAndGeneralAmt |
| Fundraising | $810 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,905 | TotalAmt |
| Program Services | $50,223 | ProgramServicesAmt |
| Management And General | $4,735 | ManagementAndGeneralAmt |
| Fundraising | $947 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRESERVATION AND COLLECTI | Desc |
| Total | $428,314 | TotalAmt |
| Program Services | $428,314 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,998,467 | TotalAmt |
| Program Services | $2,590,891 | ProgramServicesAmt |
| Management And General | $233,570 | ManagementAndGeneralAmt |
| Fundraising | $174,006 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,718 | BOYAmt |
| EOY | $254,729 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,196,882 | BOYAmt |
| EOY | $3,266,040 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,696 | BOYAmt |
| EOY | $12,986 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,125 | BOYAmt |
| EOY | $63,569 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,100 | BOYAmt |
| EOY | $27,704 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,228 | BOYAmt |
| EOY | $94,631 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,891,233 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,440,200 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,664,413 | BOYAmt |
| EOY | $4,451,033 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,438,984 | BOYAmt |
| EOY | $10,378,003 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $40,806 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,873,146 | BOYAmt |
| EOY | $18,589,501 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,463 | BOYAmt |
| EOY | $80,794 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,527 | BOYAmt |
| EOY | $344,296 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,072 | BOYAmt |
| EOY | $3,686 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $425,062 | BOYAmt |
| EOY | $428,776 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,289,292 | BOYAmt |
| EOY | $14,078,538 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,158,792 | BOYAmt |
| EOY | $4,082,187 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,448,084 | BOYAmt |
| EOY | $18,160,725 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,873,146 | BOYAmt |
| EOY | $18,589,501 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $522,934 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $189,707 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $805,401 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,221,996 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $996,617 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,791,761 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,068,102 | CurrentTaxYearAmt |
| Total | $6,883,877 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $805,401 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,221,996 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $996,617 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,791,761 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,068,102 | CurrentTaxYearAmt |
| Total | $6,883,877 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,047,228 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,836,649 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $238,925 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $525,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $581,691 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $478,220 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $831,066 | CurrentTaxYearAmt |
| Total | $2,655,033 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,448 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,869 | CurrentTaxYearMinus1YearAmt |
| Total | $5,045 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,543,955 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,808,486 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61160 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $28,338 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $28,338 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,970,129 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,998,467 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $299,923 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $74,981 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $258,361 | CurrentYearMinus1Amt |
| Current Year | $299,923 | CurrentYearAmt |
| Total | $558,284 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $837,426 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $22,132 | CurrentYearMinus1Amt |
| Current Year | $28,338 | CurrentYearAmt |
| Total | $50,470 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $64,590 | CurrentYearMinus1Amt |
| Current Year | $74,981 | CurrentYearAmt |
| Total | $139,571 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $209,357 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-A | FormAndLineReferenceDesc |
| Explanation | THERE WERE NO LOBBYING ACTIVITIES TO REPORT FOR THE PREVIOUS TWO YEARS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 82 | TotalEasementsCnt |
| Total Acreage | 174.78 | TotalAcreageCnt |
| Historic Structure Easements | 81 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 50 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 1456.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $38,630 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (true) | Section170hRqrStsfdInd |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,841,461 | BeginningYearBalanceAmt |
| Contributions | $3,427 | ContributionsAmt |
| Investment Earnings Or Losses | $428,408 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $359,699 | OtherExpendituresAmt |
| Administrative Expenses | $29,316 | AdministrativeExpensesAmt |
| End Year Balance | $7,884,281 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,033,833 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $842,620 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,275 | OtherExpendituresAmt |
| Administrative Expenses | $23,717 | AdministrativeExpensesAmt |
| End Year Balance | $7,841,461 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,887,631 | BeginningYearBalanceAmt |
| Contributions | $122,925 | ContributionsAmt |
| Investment Earnings Or Losses | -$338,741 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $612,100 | OtherExpendituresAmt |
| Administrative Expenses | $25,882 | AdministrativeExpensesAmt |
| End Year Balance | $7,033,833 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,751,058 | BeginningYearBalanceAmt |
| Contributions | $21,831 | ContributionsAmt |
| Investment Earnings Or Losses | $477,308 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $334,320 | OtherExpendituresAmt |
| Administrative Expenses | $28,246 | AdministrativeExpensesAmt |
| End Year Balance | $7,887,631 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,687,015 | BeginningYearBalanceAmt |
| Contributions | $2,658,504 | ContributionsAmt |
| Investment Earnings Or Losses | $2,147,234 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $713,453 | OtherExpendituresAmt |
| Administrative Expenses | $28,242 | AdministrativeExpensesAmt |
| End Year Balance | $7,751,058 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.50820 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33560 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15620 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $280,500 | OtherCostOrOtherBasisAmt |
| Book Value | $280,500 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,610,733 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,440,200 | DepreciationAmt |
| Book Value | $4,170,533 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,451,033 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| Amt | $3,686 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,686 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,842,633 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $189,707 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $177,905 | OtherRevenueAmt |
| Revenue Not Reported | $367,612 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,475,021 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $46,380 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $46,380 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,521,401 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,129,992 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $177,905 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $177,905 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,952,087 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $46,380 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $46,380 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,998,467 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | SPECIAL EVENT EXPENSES 177,905 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | SPECIAL EVENT EXPENSES 177,905 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PRESERVATION GA | Event1Nm |
| Gross Receipts Event1 | $237,542 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $198,517 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $39,025 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $106,563 | OtherDirectExpensesEvent1Amt |
| Event2 | RH/HH CHRISTMAS | Event2Nm |
| Gross Receipts Event2 | $86,200 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $9,150 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $77,050 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $39,861 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $105,718 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $47,144 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $58,574 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $31,348 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $429,460 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $254,811 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $174,649 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $177,772 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $177,772 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$3,123 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| STONE MOUNTAIN HISTORICAL SOCIETY | ||||||
| PO BOX 1 | STONE MOUNTAIN | GA | 30086 | 510465045 | $10,000 | PRESERVATION |
| CANDLER COUNTY HISTORICAL SOCIETY | ||||||
| 245 W VERTIA STREET | METTER | GA | 30439 | 581824163 | $10,000 | PRESERVATION |
| FRESH AIR HOME | ||||||
| 900 BUTLER AVE | TYBEE ISLAND | GA | 31328 | 586036167 | $10,000 | PRESERVATION |
| FRIENDS OF MASSIE | ||||||
| 207 E GORDON ST | SAVANNAH | GA | 31401 | 203255300 | $10,000 | PRESERVATION |
| HISTORIC DESOTO THEATRE FOUNDATION | ||||||
| 607 BROAD ST | ROME | GA | 30161 | 263123118 | $10,000 | PRESERVATION |
| OLD CLINTON HISTORICAL SOCIETY | ||||||
| 145 RANDOLPH ST | GRAY | GA | 31032 | 237412456 | $10,000 | PRESERVATION |
| SAUTEE NACOOCHEE COMMUNITY ASSOCIAT | ||||||
| P O BOX 460 | SAUTEE NACOOCHEE | GA | 30571 | 581655784 | $10,000 | PRESERVATION |
| THOMASVILLE CULTURAL CENTER | ||||||
| 600 E WASHINGTON ST | THOMASVILLE | GA | 31792 | 581360252 | $10,000 | PRESERVATION |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| AWARDS | 5 | $750 |
| FELLOWSHIPS | 2 | $6,850 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W WRIGHT MITCHELL | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $204,000 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $26,000 | BonusFilingOrganizationAmount |
| Deferred Compensation Flng Org | $11,325 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $241,325 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $340,000 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FACILITY USE | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $240,211 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | THE TRUST OPERATES A REVOLVING FUND USED TO PURCHASE, STABILIZE, AND/OR REHABILITATE, AND THEN RESELL HISTORIC PROPERTIES TO PRESERVATION-MINDED BUYERS. IN JULY 2024, THE TRUST PURCHASED THE FIRST NATIONAL BANK BUILDING IN LOUISVILLE, GOERGIA. EFFORTS ARE UNDERWAY TO STABILIZE THE STRUCTURE BY REPLACING THE ROOF AND INVESTING IN POTENTIAL USES FOR THE HISTORIC STRUCTURE. TO FURTHER THE MISSION OF PROTECTION, THE ORGANIZATION PLACES AND ADMINISTERS EIGHTY-TWO PRESERVATION EASEMENTS ON SITES THROUGHOUT THE STATE OF GEORGIA WHICH ARE VITAL FOR PRESERVING HISTORIC PROPERTIES AND ENSURING THEIR FUTURE PROTECTION. THE NEWEST ADDITION TO THE PROGRAM IS PARK STREET UNITED METHODIST CHURCH IN ATLANTA'S WEST END. THIS GOTHIC REVIVAL STYLE BUILDING, NOW OWNED BY CLARK ATLANTA UNIVERSITY, HOUSES ITS ART AND MUSIC DEPARTMENTS. ANNUALLY, THE TRUST PUBLISHES AND PROMOTES A LIST OF HISTORIC SITES THREATENED BY DEMOLITION, NEGLECT, LACK OF MAINTENANCE, OR INAPPROPRIATE DEVELOPMENT CALLED PLACES IN PERIL. THE INTENTION IS TO ENCOURAGE OWNERS TO PRESERVE THESE PLACES. IN 2024, THE PLACES IN PERIL PORGRAM ACHIEVED SIGNIFICANT MILESTONES. THE LEE STREET BRIDGE PROJECT IN AMERICUS WAS REDESIGNED WITH GDOT AND LOCAL PARTNERS, PRESERVING THE HISTORIC CALVARY EPISCOPAL CHURCH AND ITS DISTRICT. ADDITIONALLY, THE ENDANGERED BUILDING AT 229 AUBURN STREET IN ATLANTA'S SWEET AUBURN DISTRICT IS SET FOR REDEVELOPMENT, WITH ADVOCATES STRIVING TO ENSURE ITS REHABILITIATION TO MAINTAIN THE AREA'S NATIONAL SIGNIFICANCE. THE TRUST AWARDED 110,000 IN GRANTS TO FOURTEEN HISTORIC SITES AND AWARDED TWO FELLOWSHIPS TOTALING 6,850 DURING THIS FISCAL YEAR. PROJECTS INCLUDE THE EXTERIOR RESTORATION OF THE DESOTO THEATRE IN ROME, REVITALIZATION OF SAVANNAH GRAY BRICK AT MASSIE SCHOOL, REPAIRS TO THE FRESH AIR HOME PAVILION ON TYBEE ISLAND AND WINDOW RESTORATION AT THE THOMASVILLE CENTER FOR THE ARTS. THE GEORGIA TRUST ALSO PRESENTS PRESERVATION AWARDS ANNUALLY WHICH RECOGNIZE EXCELLENCE IN PRESERVATION, RESTORATION, AND STEWARDSHIP. DURING THE FISCAL YEAR, TWENTY-SIX AWARDS WERE GIVEN INCLUDING ELEVEN FOR EXCELLENCE IN REHABILITATION, TWO FOR EXCELLENCE IN STEWARDSHIP, AND TWO FOR EXCELLENCE IN RESTORATION, AMONG OTHERS. THE TRUST CONTINUES TO SPEARHEAD EFFORTS TO EXPAND TAX CREDIT LEGISLATION. DURING THE FISCAL YEAR, THE GEORGIA TRUST BEGAN THE PROCESS TO PRESENT A BILL TO THE GEORGIA LEGISLATURE TO INCREASE THE ANNUAL CAP FOR COMMERCIAL HRTC PROJECTS. IN ADDITION, AN ADVOCACY TOOLKIT WAS DEVELOPED TO PROVIDE ENHANCED EDUCATION FOR ADVOCATES OF ENDANGERED HISTORIC SITES. THE TOOLKIT INCLUDES TECHNIQUES TO IDENTIFY HISTORC SITES, STRATEGIES FOR BUILDING SUPPORT, HOW TO ENGAGE WITH ELECTED OFFICIALS, UNDERTANDING DESIGNATIONS, AND FUNDING OPPORTUNITIES. THIS RESOURCE PROMOTES EARLY ADVOCACY TO SAFEGUARD GEORGIA'S HISTORIC RESOURCES AND PREVENTS DEMOLITION AND INAPPROPRIATE DEVELOPMENT. |
| FORM 990, PAGE 2, PART III, LINE 4B | THE GEORGIA TRUST OWNS THE HAY HOUSE IN MACON, GEORGIA AND ACTIVELY PRESERVES AND MANAGES THIS 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. DURING THE YEAR, OVER 24,325 INDIVIDUALS TOURED THE HAY HOUSE PROPERTY. MAINTENANCE WORK UNDERTAKEN DURING THE FISCAL YEAR INCLUDES PAINTING THE CLERESTROY CEILING, MUSIC ROOM, AND ENTRANCE HALL. NEW AUDIO-VISUAL MATERIALS FOR TOURS WERE INTRODUCED, ALONG WITH EXHIBITS SHOWCASING THE HOUSE'S HISTORY, NOTABLY FEATURING CHESTER DAVIS, THE FAMILY CHAUFFEUR, BUTLER, AND FIRST DOCENT. ADDITIONALLY, HAY HOUSE WELCOMED EIGHT GRADERS FROM BIBB COUNTY SCHOOLS IN GEORGIA AND LAUNCHED THE 'INSPIRED SURROUNDINGS' ART EXHIBIT INITIATIVE. RHODES HALL, ONE OF ATLANTA'S FEW REMAINING PEACHTREE STREET MANSIONS, IS THE HEADQUARTERS OF THE GEORGIA TRUST AND CONTINUES TO SERVCE AS A HISTORIC LANDMARK, WORKPLACE, MUSEUM, AND EDUCATIONAL CENTER. DURING THIS FISCAL YEAR, THE GEORGIA TRUST FOCUSED SIGNIFICANT RESOURCES INTO MAINTAINING THE BUILDING, NOW A DECADE PAST ITS LAST MAJOR REHABILITATION. THE TOWER ROOF WAS REPLACED AND THE GABLES ON THE SOUTHERN FACADE WERE REPOINTED TO ADDRESS WATER INFILTRATION. THE TRUST HAS COMPLETED THESE CRITICAL RESTORATION NEEDS TO ENSURE THAT RHODES HALL REMAINS A VIBRANT AND STABLE HISTORIC RESOURCE FOR FUTURE GENERATIONS. THE GEORGIA TRUST LEASES RHODES MEMORIAL HALL FROM THE STATE OF GEORGIA UNDER A RENEWED, CONDITIONAL OPERATING AGREEMENT THAT BEGAN ON SEPTEMBER 12, 2011, AND EXPIRES ON JUNE 30, 2060, FOR 10 PER YEAR. CONDITIONS IN THE LEASE INCLUDE OPERATING THE FIRST FLOOR OF THE HOUSE AS A MUSEUM,EXHIBIT AND LECTURE HALL FACILITY, AND OTHER MEANS OF PROMOTING THE APPRECIATION AND PRESERVATION OF THE CULTURAL HERITAGE OF GEORGIA. |
| FORM 990, PAGE 2, PART III, LINE 4C | THE ORGANIZATION ENCOURAGES AN UNDERSTANDING OF HISTORIC PRESERVATION THROUGH ITS HISTORIC PRESERVATION INSTITUTE AND ALSO THROUGH CONFERENCES, SEMINARS, COMMUNICATIONS, AND INTERNSHIPS. DURING THE FISCAL YEAR, 706 INDIVIDUALS ATTENDED TWENTY-THREE DIFFERENT CLASS SESSIONS, FOUR WORKSHOPS, AND ELEVEN TOURS OFFERED ON HISTORIC PRESERVATION. TOPICS INCLUDED A GRANT APPLICATION WORKSHOP, PRESERVING BLACK CHURCHES, AND EQUITABLE PRESERVATION. THE RAMBLER, A QUARTERLY MAGAZINE, STIMULATES INTEREST, EDUCATES, AND FACILITATES PARTICIPATION IN HISTORIC PRESERVATION. THE COVER STORIES INCLUDED IN THIS FISCAL YEAR WERE HISTORIC PLACES OF PLAY, ARCHITECTURE OF THE LAST COLONY, BUILDING ON THE PAST, AND GEORGIA'S HISTORIC LANDSCAPES. IN ADDITION, THE GEORGIA TRUST PUBLISHED A BOOK ENTITLED ARCHITECTURE OF THE LAST COLONY WHICH IS SOLD BY THE GEORGIA TRUST AND THE UNIVERSITY OF GEORGIA PRESS. THIS BOOK JOINS THE GEORGIA TRUST'S COLLECTION OF PUBLICATIONS WHICH INCLUDE THE STORY OF J. NEEL REED, ARCHITECT, WRITTEN BY WILLIAM R. MITCHELL, JR., A FOUNDING TRUSTEE OF THE GEORGIA TRUST. ANNUALLY, GEORGIA TRUST HOSTS GROUP TOURS OF HISTORIC SITES IN VARIOUS REGIONS OF THE STATE CALLED RAMBLES AND EXPEDITIONS. THIS YEAR, THE GEORGIA TRUST HOSTED THE SPRING RAMBLE IN ATHENS AND WATKINSVILLE AND THE FALL RAMBLE IN AMERICUS. THE RAMBLES CELEBRATE LOCAL HISTORY AND PRESERVATION SUCCESSES. THE SUMMER EXPEDITION TO EATONTON SAW RECORD-BREAKING ATTENDANCE, HIGHLIGHTING COMMUNITY COMMITMENT TO HERITAGE TOURISM. THESE ACTIVITIES FOSTER GREATER APPRECIATION FOR LOCAL HISTORY WHILE STRENGTHENING COMMUNITY TIES AND SUPPORTINGLOCAL ECONOMIES. THE ON-SITE EXPERIENCE ALLOWS THE PARTICIPANTS TO LEARN ABOUT THE SITES EXPERIENTIALLY, AS WELL AS TO GAIN A DEEPER UNDERSTANDING OF PRESERVATION TECHNIQUES AND ON-GOING PRESERVATION EFFORTS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | PRIOR TO FILING, AN ELECTRONIC COPY OF THE FORM 990 IS CIRCULATED TO THE ORGANIZATION'S EXECUTIVE COMMITTEE, FINANCE COMMITTEE, AND CHIEF EXECUTIVE OFFICER FOR REVIEW AND APPROVAL. PER THE ORGANIZATION'S BYLAWS, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS AUTHORIZED TO EXERCISE ALL THE POWERS OF THE BOARD OF TRUSTEES, WHICH WOULD INCLUDE REVIEW OF THE FORM 990. |
| 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, DELIBERATES, AND VOTES ON THE COMPENSATION OF THE PRESIDENT & CEO IN EXECUTIVE SESSION ON AN ANNUAL BASIS TO ENSURE COMPETITIVE AND APPROPRIATE COMPENSATION IS IN PLACE. |
| 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 | SPECIAL EVENT EXPENSES 177,905 SPECIAL EVENT EXPENSES -177,905 |
Averaging Attachment AveragingAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THERE WERE NO LOBBYING ACTIVITIES TO REPORT FOR THE PREVIOUS TWO YEARS. | ExplanationTxt |
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