2026-02-14T09:00:21-05:00 2025-03-31 582216536 LAMB & BRASWELL LLC 4120 ARKWRIGHT RD MACON GA 31210 990 2024-04-01 237357226 GEORGIA TRUST FOR HISTORIC PRESERVATION INC GEOR 4048819980 1516 PEACHTREE STREET NW ATLANTA GA 30309 W WRIGHT MITCHELL PRESIDENT & CEO 4048819980 2025-02-12 true JAMES F BRASWELL CPA P01053294 4784718488 2026-02-12 2024 2025-03-06 01:10:19Z W WRIGHT MITCHELL 1516 PEACHTREE STREET NW ATLANTA GA 30309 4528617 false X WWW.GEORGIATRUST.ORG X 1973 GA THE GEORGIA TRUST WORKS FOR THE PRESERVATION AND REVITALIZATION OF GEORGIA'S DIVERSE HISTORIC RESOURCES AND ADVOCATES FOR THEIR APPRECIATION, PROTECTION, AND USE. 37 37 32 154 4720 1791761 2068102 221139 358113 454458 724196 281826 370990 2749184 3521401 112029 117850 0 1224745 1341774 0 174006 830440 1538843 2167214 2998467 581970 522934 17873146 18589501 425062 428776 17448084 18160725 X THE GEORGIA TRUST WORKS FOR THE PRESERVATION AND REVITALIZATION OF GEORGIA'S DIVERSE HISTORIC RESOURCES AND ADVOCATES FOR THEIR APPRECIATION, PROTECTION, AND USE. false false 863122 116850 332580 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. 937276 750 722493 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. 550281 250 398226 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. 2350679 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 true true true false false false false false false false false true false false false false false false false false true 10 0 32 true true true false false false false true true false false 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 DANA F PONDER CPA 4048857811 1516 PEACHTREE STREET NW ATLANTA GA 30309 NORRIS A BROYLES III IMMEDIATE PA 1.00 X 0 0 0 WILLIAM B PEARD TREASURER 1.00 X X 0 0 0 TIFFANY ALEWINE CHAIR 1.00 X X 0 0 0 JOHN ALLAN BOARD MEMBER 1.00 X 0 0 0 JENNY WHEATLEY FLETCHER BOARD MEMBER 1.00 X 0 0 0 DEMARIUS V BRINKLEY BOARD MEMBER 1.00 X 0 0 0 KAREN GRAVEL VICE CHAIR 1.00 X X 0 0 0 JANE ROYAL BOARD MEMBER 1.00 X 0 0 0 DR CANDY TATE BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER NUNN BOARD MEMBER 1.00 X 0 0 0 JOHN SHEPARD SECRETARY 1.00 X X 0 0 0 JOSEPH CHARLES BOARD MEMBER 1.00 X 0 0 0 L TOM GAY BOARD MEMBER 1.00 X 0 0 0 HEATHER KING BOARD MEMBER 1.00 X 0 0 0 MARY LOWELL PETTIT BOARD MEMBER 1.00 X 0 0 0 MILAN SAVIC BOARD MEMBER 1.00 X 0 0 0 LISA WHITE BOARD MEMBER 1.00 X 0 0 0 W WRIGHT MITCHELL PRESIDENT & 40.00 X 230000 0 11325 FLOYD C NEWTON III BOARD MEMBER 1.00 X 0 0 0 TOM B WIGHT BOARD MEMBER 1.00 X 0 0 0 PAUL J BLACKNEY BOARD MEMBER 1.00 X 0 0 0 BILL EDWARDS BOARD MEMBER 1.00 X 0 0 0 CHARLIE GARBUTT BOARD MEMBER 1.00 X 0 0 0 DANA PONDER CFO 40.00 X 105300 0 14927 ELIZABETH WALDEN BOARD MEMBER 1.00 X 0 0 0 JOHN LUNDEEN BOARD MEMBER 1.00 X 0 0 0 WES WALRAVEN BOARD MEMBER 1.00 X 0 0 0 ANN HILL BOND BOARD MEMBER 1.00 X 0 0 0 LEIGH BURNS BOARD MEMBER 1.00 X 0 0 0 NICK BUSH BOARD MEMBER 1.00 X 0 0 0 LESLIE G CALLAHAN III BOARD MEMBER 1.00 X 0 0 0 ELAINE COOK BOARD MEMBER 1.00 X 0 0 0 JENNIFER FLOOD BOARD MEMBER 1.00 X 0 0 0 DAVID FREEDMAN BOARD MEMBER 1.00 X 0 0 0 JEFF HOPPER BOARD MEMBER 1.00 X 0 0 0 ERIK LAVALLE BOARD MEMBER 1.00 X 0 0 0 JOSEPH SMITH BOARD MEMBER 1.00 X 0 0 0 TODD STRICKLAND BOARD MEMBER 1.00 X 0 0 0 ROBERT H WEST BOARD MEMBER 1.00 X 0 0 0 335300 26252 2 false true false 379571 254811 252406 1181314 580211 2068102 TOURS AND MEETINGS 232466 232466 VISITORS 125647 125647 358113 514169 514169 3184 3184 313713 313713 313713 313713 570142 450000 470115 340000 100027 110000 210027 210027 174649 254811 177906 -3257 35799 19195 16604 11884 4720 WORKSHOPS AND FEES 38321 38321 MISCELLANEOUS 2425 2425 40746 3521401 620770 4720 831066 110250 110250 7600 7600 230000 172500 46000 11500 914767 727593 69852 117322 21132 13210 680 7242 93038 71933 12966 8139 82837 66602 5166 11069 15750 15750 25000 25000 46380 46380 12099 4798 7301 29603 28890 278 435 97878 83398 7025 7455 62994 46096 12754 4144 368789 362291 3249 3249 44104 41710 700 1694 117065 117065 234962 233418 734 810 55905 50223 4735 947 PRESERVATION AND COLLECTI 428314 428314 2998467 2590891 233570 174006 221718 254729 3196882 3266040 186696 12986 46125 63569 20100 27704 98228 94631 8891233 4440200 4664413 4451033 9438984 10378003 40806 17873146 18589501 82463 80794 335527 344296 7072 3686 425062 428776 X 13289292 14078538 4158792 4082187 17448084 18160725 17873146 18589501 X 522934 189707 X false true X true false X 805401 1221996 996617 1791761 2068102 6883877 805401 1221996 996617 1791761 2068102 6883877 1047228 5836649 238925 525131 581691 478220 831066 2655033 143 1585 1448 1869 5045 9543955 2808486 0.61160 0.57800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28338 28338 2970129 2998467 299923 74981 258361 299923 558284 837426 22132 28338 50470 64590 74981 139571 209357 SCHEDULE C, PART II-A THERE WERE NO LOBBYING ACTIVITIES TO REPORT FOR THE PREVIOUS TWO YEARS. X X 82 174.78 81 50 1 true 1456.00 38630 true X X X false 7841461 3427 428408 359699 29316 7884281 7033833 842620 11275 23717 7841461 7887631 122925 -338741 612100 25882 7033833 7751058 21831 477308 334320 28246 7887631 3687015 2658504 2147234 713453 28242 7751058 0.50820 0.33560 0.15620 false false 280500 280500 8610733 4440200 4170533 4451033 OTHER LIABILITIES 3686 3686 3842633 189707 177905 367612 3475021 46380 46380 3521401 3129992 177905 177905 2952087 46380 46380 2998467 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 PRESERVATION GA 237542 198517 39025 106563 RH/HH CHRISTMAS 86200 9150 77050 39861 5 105718 47144 58574 31348 429460 254811 174649 177772 177772 -3123 false STONE MOUNTAIN HISTORICAL SOCIETY PO BOX 1 STONE MOUNTAIN GA 30086 510465045 10000 PRESERVATION CANDLER COUNTY HISTORICAL SOCIETY 245 W VERTIA STREET METTER GA 30439 581824163 10000 PRESERVATION FRESH AIR HOME 900 BUTLER AVE TYBEE ISLAND GA 31328 586036167 10000 PRESERVATION FRIENDS OF MASSIE 207 E GORDON ST SAVANNAH GA 31401 203255300 10000 PRESERVATION HISTORIC DESOTO THEATRE FOUNDATION 607 BROAD ST ROME GA 30161 263123118 10000 PRESERVATION OLD CLINTON HISTORICAL SOCIETY 145 RANDOLPH ST GRAY GA 31032 237412456 10000 PRESERVATION SAUTEE NACOOCHEE COMMUNITY ASSOCIAT P O BOX 460 SAUTEE NACOOCHEE GA 30571 581655784 10000 PRESERVATION THOMASVILLE CULTURAL CENTER 600 E WASHINGTON ST THOMASVILLE GA 31792 581360252 10000 PRESERVATION AWARDS 5 750 FELLOWSHIPS 2 6850 X false false false false false false false false false W WRIGHT MITCHELL PRESIDENT & CEO 204000 26000 11325 241325 X 1 340000 X FACILITY USE 1 240211 false true false 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 THERE WERE NO LOBBYING ACTIVITIES TO REPORT FOR THE PREVIOUS TWO YEARS.