2025-02-18T09:00:14-05:00 2024-03-31 582216536 LAMB & BRASWELL LLC 4120 ARKWRIGHT RD MACON GA 312101707 990 2023-04-01 237357226 GEORGIA TRUST FOR HISTORIC PRESERVATION INC GEOR 4048819980 1516 PEACHTREE STREET NW ATLANTA GA 30309 W WRIGHT MITCHELL PRESIDENT & CEO 4048819980 2025-02-14 true JAMES F BRASWELL CPA P01053294 4784718488 2025-02-18 2023 2025-03-06 01:10:19Z W WRIGHT MITCHELL 1516 PEACHTREE STREET NW ATLANTA GA 30309 4928932 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 26 60 2869 996617 1791761 193919 221139 611523 454458 607876 281826 2409935 2749184 9250 112029 0 1156578 1224745 0 168264 747807 830440 1913635 2167214 496300 581970 16285597 17873146 497097 425062 15788500 17448084 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 700863 106000 116497 THE TRUST OPERATES A REVOLVING FUND USED TO PURCHASE, STABILIZE, AND/OR REHABILITATE, AND THEN RESELL HISTORIC PROPERTIES TO PRESERVATION-MINDED BUYERS. IN ADDITION, THE ORGANIZATION PLACES AND ADMINISTERS EIGHTY-ONE PRESERVATION EASEMENTS ON SITES THROUGHOUT THE STATE OF GEORGIA. ANNUALLY, THE TRUST PUBLISHES AND PROMOTES A LIST OF TEN 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. THE GEORGIA TRUST PRESENTS PRESERVATION AWARDS ANNUALLY WHICH RECOGNIZE EXCELLENCE IN PRESERVATION, RESTORATION, AND STEWARDSHIP. DURING THE FISCAL YEAR, FIFTEEN AWARDS WERE GIVEN INCLUDING FIVE FOR EXCELLENCE IN REHABILITATION AND THREE FOR EXCELLENCE IN STEWARDSHIP. THE TRUST ALSO AWARDED 106,000 IN GRANTS TO SEVENTEEN HISTORIC SITES. THE TRUST SUCCESSFULLY SPEARHEADED THE EFFORT TO PASS NEW HISTORIC REHABILITATION TAX CREDIT LEGISLATION. AS THE STATEWIDE LEADER OF THE HISTORIC PRESERVATION TASKFORCE, THE TRUST WORKED WITH PARTNERING ORGANIZATIONS TO MOBILIZE STAKEHOLDERS AND RAISE AWARENESS OF THE ECONOMIC BENEFITS OF PRESERVATION. AS A RESULT, SENATE BILL 496 PASSED, EXTENDING BOTH THE COMMERCIAL AND RESIDENTIAL PROGRAMS THROUGH 2029 AND EXPANDING THE RESIDENTIAL PROGRAM. THE NEW LEGISLATION WILL ALLOW FOR EVEN BROADER REVITALIZATION OF OUR STATE'S IMPORTANT HISTORIC INFRASTRUCTURE. 752569 496342 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. THE GEORGIA TRUST LEASES RHODES MEMORIAL HALL FROM THE STATE OF GEORGIA UNDER A RENEWED OPERATING LEASE FOR 10 PER YEAR. THE LEASE BEGAN ON SEPTEMBER 12, 2011 AND EXPIRES ON JUNE 30, 2060. THE ORGANIZATION USES RHODES MEMORIAL HALL AS ITS HEADQUARTERS AND FOR THE BENEFIT OF THE PUBLIC AS A MUSEUM, EXHIBIT AND LECTURE HALL FACILITY, ETC. FOR THE PURPOSE OF PROMOTING THE APPRECIATON AND PRESERVATION OF THE CULTURAL HERITAGE OF GEORGIA. 369239 6029 491808 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, 599 INDIVIDUALS ATTENDED SEVEN DIFFERENT CLASSES OFFERED ON HISTORIC PRESERVATION. THE RAMBLER, A QUARTERLY MAGAZINE, STIMULATES INTEREST, EDUCATES, AND FACILITATES PARTICIPATION IN HISTORIC PRESERVATION. TWICE A YEAR THE GEORGIA TRUST HOSTS GROUP TOURS OF HISTORIC SITES IN VARIOUS REGIONS OF THE STATE CALLED RAMBLES. THIS ON-SITE EXPERIENCE ALLOWS THE PARTICIPANTS TO LEARN ABOUT THE SITES EXPERIENTIALLY, GAIN A DEEPER UNDERSTANDING OF PRESERVATION TECHNIQUES, AND ON-GOING PRESERVATION EFFORTS. 1822671 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 false false false false false false false false false true false false false false false false false false true 11 0 26 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 W WRIGHT MITCHELL PRESIDENT & X 132667 0 6559 MARK C MCDONALD PRESIDENT & 40.00 X 105243 0 12133 TIFFANY ALEWINE CHAIR 1.00 X X 0 0 0 JOHN ALLAN BOARD MEMBER 1.00 X 0 0 0 WILLIAM BAKER BOARD MEMBER 1.00 X 0 0 0 PAUL J BLACKNEY BOARD MEMBER 1.00 X 0 0 0 ANN HILL BOND BOARD MEMBER 1.00 X 0 0 0 DEMARIUS V BRINKLEY BOARD MEMBER 1.00 X 0 0 0 CASSIE BRYANT BOARD MEMBER 1.00 X 0 0 0 JIM BYNUM BOARD MEMBER 1.00 X 0 0 0 JOSEPH CHARLES BOARD MEMBER 1.00 X 0 0 0 JENNIFER DIXON BOARD MEMBER 1.00 X 0 0 0 PAVIELLE DORTCH BOARD MEMBER 1.00 X 0 0 0 WILLIAM DOUGLAS BOARD MEMBER 1.00 X 0 0 0 BILL EDWARDS BOARD MEMBER 1.00 X 0 0 0 MICHAEL EGAN BOARD MEMBER 1.00 X 0 0 0 JENNY WHEATLEY FLETCHER BOARD MEMBER 1.00 X 0 0 0 CHARLIE GARBUTT BOARD MEMBER 1.00 X 0 0 0 L TOM GAY BOARD MEMBER 1.00 X 0 0 0 KAREN GRAVEL BOARD MEMBER 1.00 X 0 0 0 ROBERT HANCOCK BOARD MEMBER 1.00 X 0 0 0 CAROLINE HOWELL BOARD MEMBER 1.00 X 0 0 0 FLOYD C NEWTON III BOARD MEMBER 1.00 X 0 0 0 NORRIS A BROYLES III IMMEDIATE PA 1.00 X 0 0 0 HEATHER KING BOARD MEMBER 1.00 X 0 0 0 CHRIS LAMBERT BOARD MEMBER 1.00 X 0 0 0 JOHN LUNDEEN BOARD MEMBER 1.00 X 0 0 0 JENNIFER MURRAY BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER NUNN BOARD MEMBER 1.00 X 0 0 0 WILLIAM B PEARD TREASURER 1.00 X X 0 0 0 MARY LOWELL PETTIT BOARD MEMBER 1.00 X 0 0 0 JANE ROYAL BOARD MEMBER 1.00 X 0 0 0 MILAN SAVIC BOARD MEMBER 1.00 X 0 0 0 JOHN SHEPARD BOARD MEMBER 1.00 X 0 0 0 DR CANDY TATE BOARD MEMBER 1.00 X 0 0 0 ELIZABETH WALDEN BOARD MEMBER 1.00 X 0 0 0 WES WALRAVEN BOARD MEMBER 1.00 X 0 0 0 LISA WHITE BOARD MEMBER 1.00 X 0 0 0 TOM B WIGHT BOARD MEMBER 1.00 X 0 0 0 237910 18692 2 false false false 383898 230538 45672 1131653 38000 1791761 VISITORS 113229 113229 TOURS AND MEETINGS 107910 107910 221139 276804 276804 201416 201416 201416 201416 1672468 474755 1528442 441127 144026 33628 177654 177654 176493 230538 165158 11335 64377 45021 19356 16487 2869 WORKSHOPS AND FEES 44868 44868 MISCELLANEOUS 4851 4851 49719 2749184 464999 2869 478220 106000 106000 6029 6029 237910 154642 47582 35686 795729 673478 45867 76384 26180 19474 1642 5064 90384 71217 11407 7760 74542 57985 9461 7096 15250 15250 22132 22132 42644 29424 13220 53470 53470 31756 30396 1360 57111 42292 3797 11022 61291 37415 12396 11480 93102 87633 1823 3646 30498 24123 5947 428 253591 251607 992 992 49800 45290 3917 593 PRESERVATION AND COLLECTI 46514 46514 PRINTING 41145 36274 548 4323 UTILITIES 32136 27276 2430 2430 2167214 1822671 176279 168264 934225 221718 1874116 3196882 14897 186696 109222 46125 10463 20100 108573 98228 8869651 4205238 4903367 4664413 8330734 9438984 16285597 17873146 100857 82463 391429 335527 4811 7072 497097 425062 X 11507995 13289292 4280505 4158792 15788500 17448084 16285597 17873146 X 581970 1077614 X false true X true false X 333452 805401 1221996 996617 1791761 5149227 333452 805401 1221996 996617 1791761 5149227 942488 4206739 299975 238925 525131 581691 478220 2123942 143 1585 1448 1869 5045 7278214 3252491 0.57800 0.55480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22132 22132 2145082 2167214 258361 64590 258361 258361 387542 22132 22132 64590 64590 96885 SCHEDULE C, PART II-A THERE WERE NO LOBBYING ACTIVITIES TO REPORT FOR THE PREVIOUS THREE YEARS. X X 81 172.95 80 49 1 true 1352.00 39143 true X X X false 7033833 842620 11275 23717 7841461 7887631 122925 -338741 612100 25882 7033833 7751058 21831 477308 334320 28246 7887631 3687015 2658504 2147234 713453 28242 7751058 3615416 71599 3687015 0.50580 0.33750 0.15670 false false 280500 280500 8589151 4205238 4383913 4664413 OTHER LIABILITIES 7072 7072 4116863 1077614 332709 1410323 2706540 42644 42644 2749184 2457279 332709 332709 2124570 42644 42644 2167214 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 165,158 TOURS AND MEETINGS 167,551 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES 165,158 TOURS AND MEETINGS 167,551 PRESERVATION GA 225450 198681 26769 91716 RH/HH CHRISTMAS 75947 7620 68327 46525 6 105634 24237 81397 26917 407031 230538 176493 165158 165158 11335 false FRIENDS OF HARRISON PARK PO BOX 876 ELLIJAY GA 30540 824674688 501C3 7380 PRESERVATION FRIENDS OF OCONEE HILL CEMETERY IN PO BOX 49219 ATHENS GA 30604 582662835 501C3 10000 PRESERVATION JACK HADLEY BLACK HISTORY MUSEUM 214 ALEXANDER ST THOMASVILLE GA 31792 582125202 501C3 10000 PRESERVATION JEKYLL ISLAND FOUNDATION PO BOX 13002 JEKYLL ISLAND GA 31527 582583249 501C3 10000 PRESERVATION MADISON-MORGAN COUNTRY CULTURAL MUS 434 SOUTH MAIN STREET MADISON GA 30650 586067915 501C3 15000 PRESERVATION MCDANIEL-TICHENOR HOUSE INC 319 MCDANIEL ST MONROE GA 30655 201273813 501C3 10000 PRESERVATION THE AUGUSTA JEWISH MUSEUM INC PO BOX 14279 AUGUSTA GA 30919 474044432 501C3 9120 PRESERVATION WE LOVE CUTHBERT INC PO BOX 219 CUTHBERT GA 39840 872305253 501C3 10000 PRESERVATION GRANTS 1 4000 FELLOWSHIPS 1 2029 X 1 38000 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 ADDITION, THE ORGANIZATION PLACES AND ADMINISTERS EIGHTY-ONE PRESERVATION EASEMENTS ON SITES THROUGHOUT THE STATE OF GEORGIA. ANNUALLY, THE TRUST PUBLISHES AND PROMOTES A LIST OF TEN 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. THE GEORGIA TRUST PRESENTS PRESERVATION AWARDS ANNUALLY WHICH RECOGNIZE EXCELLENCE IN PRESERVATION, RESTORATION, AND STEWARDSHIP. DURING THE FISCAL YEAR, FIFTEEN AWARDS WERE GIVEN INCLUDING FIVE FOR EXCELLENCE IN REHABILITATION AND THREE FOR EXCELLENCE IN STEWARDSHIP. THE TRUST ALSO AWARDED 106,000 IN GRANTS TO SEVENTEEN HISTORIC SITES. THE TRUST SUCCESSFULLY SPEARHEADED THE EFFORT TO PASS NEW HISTORIC REHABILITATION TAX CREDIT LEGISLATION. AS THE STATEWIDE LEADER OF THE HISTORIC PRESERVATION TASKFORCE, THE TRUST WORKED WITH PARTNERING ORGANIZATIONS TO MOBILIZE STAKEHOLDERS AND RAISE AWARENESS OF THE ECONOMIC BENEFITS OF PRESERVATION. AS A RESULT, SENATE BILL 496 PASSED, EXTENDING BOTH THE COMMERCIAL AND RESIDENTIAL PROGRAMS THROUGH 2029 AND EXPANDING THE RESIDENTIAL PROGRAM. THE NEW LEGISLATION WILL ALLOW FOR EVEN BROADER REVITALIZATION OF OUR STATE'S IMPORTANT HISTORIC INFRASTRUCTURE. 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 165,158 TOURS AND MEETINGS 167,551 SPECIAL EVENT EXPENSES -165,158 TOURS AND MEETINGS -167,551 THERE WERE NO LOBBYING ACTIVITIES TO REPORT FOR THE PREVIOUS THREE YEARS.