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← GEORGIA TRUST FOR HISTORIC PRESERVATION INC

Form 990 for tax year 2023

Filed by GEORGIA TRUST FOR HISTORIC PRESERVATION INC.

Totals

Total revenue
$2,749,184
Total expenses
$2,167,214
Contributions and grants received
$1,791,761
Grants paid
$112,029
Program service revenue
$221,139
Investment income
$454,458
Other revenue
$281,826
Total assets, end of year
$17,873,146
Total liabilities, end of year
$425,062
Net assets or fund balances, end of year
$17,448,084
Program services expenses (Part IX)
$1,822,671
Management and general expenses
$176,279
Fundraising expenses
$168,264
Program service expenses (Part III)
$1,822,671

Program services were 84.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $383,898

  • 1c · Fundraising events

    $230,538

  • 1e · Government grants (contributions)

    $45,672

  • 1f · All other contributions, gifts and grants

    $1,131,653

  • 1g · Noncash contributions included above

    $38,000

  • 2a · Program service revenue: VISITORS

    total $113,229 · related or exempt $113,229

  • 2b · Program service revenue: TOURS AND MEETINGS

    total $107,910 · related or exempt $107,910

  • 3 · Investment income

    total $276,804 · excluded $276,804

  • 6a · Gross rents

    real property $201,416

  • 6c · Rental income or loss

    real property $201,416

  • 6d · Net rental income or loss

    total $201,416 · excluded $201,416

  • 7a · Gross sales of assets other than inventory

    securities $1,672,468 · other assets $474,755

  • 7b · Less cost or other basis and sales expenses

    securities $1,528,442 · other assets $441,127

  • 7c · Gain or loss

    securities $144,026 · other assets $33,628

  • 7d · Net gain or loss

    total $177,654 · related or exempt $177,654

  • 8a · Fundraising events: gross income

    $176,493

  • 8a · Fundraising events: contributions included on line 1c

    $230,538

  • 8b · Fundraising events: direct expenses

    $165,158

  • 8c · Net income from fundraising events

    total $11,335

  • 10a · Gross sales of inventory

    $64,377

  • 10b · Cost of goods sold

    $45,021

  • 10c · Net income from sales of inventory

    total $19,356 · related or exempt $16,487 · unrelated business $2,869

  • 11a · Other revenue: WORKSHOPS AND FEES

    total $44,868 · related or exempt $44,868

  • 11b · Other revenue: MISCELLANEOUS

    total $4,851 · related or exempt $4,851

  • 11e · Other revenue, total

    $49,719

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $106,000 · program services $106,000

  • 2 · Grants to domestic individuals

    total $6,029 · program services $6,029

  • 5 · Compensation of officers, directors and key employees

    total $237,910 · program services $154,642 · management and general $47,582 · fundraising $35,686

  • 7 · Other salaries and wages

    total $795,729 · program services $673,478 · management and general $45,867 · fundraising $76,384

  • 8 · Pension plan contributions

    total $26,180 · program services $19,474 · management and general $1,642 · fundraising $5,064

  • 9 · Other employee benefits

    total $90,384 · program services $71,217 · management and general $11,407 · fundraising $7,760

  • 10 · Payroll taxes

    total $74,542 · program services $57,985 · management and general $9,461 · fundraising $7,096

  • 11c · Fees: accounting

    total $15,250 · management and general $15,250

  • 11d · Fees: lobbying

    total $22,132 · program services $22,132

  • 11f · Fees: investment management

    total $42,644 · program services $29,424 · management and general $13,220

  • 11g · Fees: other

    total $53,470 · program services $53,470

  • 12 · Advertising and promotion

    total $31,756 · program services $30,396 · fundraising $1,360

  • 13 · Office expenses

    total $57,111 · program services $42,292 · management and general $3,797 · fundraising $11,022

  • 14 · Information technology

    total $61,291 · program services $37,415 · management and general $12,396 · fundraising $11,480

  • 16 · Occupancy

    total $93,102 · program services $87,633 · management and general $1,823 · fundraising $3,646

  • 17 · Travel

    total $30,498 · program services $24,123 · management and general $5,947 · fundraising $428

  • 22 · Depreciation, depletion and amortization

    total $253,591 · program services $251,607 · management and general $992 · fundraising $992

  • 23 · Insurance

    total $49,800 · program services $45,290 · management and general $3,917 · fundraising $593

  • 24a · Other expenses: PRESERVATION AND COLLECTI

    total $46,514 · program services $46,514

  • 24b · Other expenses: PRINTING

    total $41,145 · program services $36,274 · management and general $548 · fundraising $4,323

  • 24c · Other expenses: UTILITIES

    total $32,136 · program services $27,276 · management and general $2,430 · fundraising $2,430

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $934,225 · end of year $221,718

  • 2 · Savings and temporary cash investments

    beginning of year $1,874,116 · end of year $3,196,882

  • 3 · Pledges and grants receivable

    beginning of year $14,897 · end of year $186,696

  • 4 · Accounts receivable

    beginning of year $109,222 · end of year $46,125

  • 8 · Inventories for sale or use

    beginning of year $10,463 · end of year $20,100

  • 9 · Prepaid expenses and deferred charges

    beginning of year $108,573 · end of year $98,228

  • 10a · Land, buildings and equipment: cost or other basis

    $8,869,651

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,205,238

  • 10c · Land, buildings and equipment, net

    beginning of year $4,903,367 · end of year $4,664,413

  • 11 · Investments: publicly traded securities

    beginning of year $8,330,734 · end of year $9,438,984

  • 17 · Accounts payable and accrued expenses

    beginning of year $100,857 · end of year $82,463

  • 19 · Deferred revenue

    beginning of year $391,429 · end of year $335,527

  • 25 · Other liabilities

    beginning of year $4,811 · end of year $7,072

  • 27 · Net assets without donor restrictions

    beginning of year $11,507,995 · end of year $13,289,292

  • 28 · Net assets with donor restrictions

    beginning of year $4,280,505 · end of year $4,158,792

Mission and programs · 2023

Mission

THE GEORGIA TRUST WORKS FOR THE PRESERVATION AND REVITALIZATION OF GEORGIA'S DIVERSE HISTORIC RESOURCES AND ADVOCATES FOR THEIR APPRECIATION, PROTECTION, AND USE.

  • 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.

    Expenses $700,863 · Grants $106,000 · Revenue $116,497

  • 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.

    Expenses $752,569 · Revenue $496,342

  • 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.

    Expenses $369,239 · Grants $6,029 · Revenue $491,808

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • W WRIGHT MITCHELL

    PRESIDENT &

    Total calculated
    $139,226
    From this org
    $132,667
    From related orgs
    $0
    Other
    $6,559

  • MARK C MCDONALD

    PRESIDENT &

    Total calculated
    $117,376
    From this org
    $105,243
    From related orgs
    $0
    Other
    $12,133
    Hours/week
    40

  • TIFFANY ALEWINE

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JOHN ALLAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM BAKER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PAUL J BLACKNEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ANN HILL BOND

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DEMARIUS V BRINKLEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CASSIE BRYANT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JIM BYNUM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH CHARLES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER DIXON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PAVIELLE DORTCH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM DOUGLAS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BILL EDWARDS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL EGAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JENNY WHEATLEY FLETCHER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHARLIE GARBUTT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • L TOM GAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KAREN GRAVEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROBERT HANCOCK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CAROLINE HOWELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • FLOYD C NEWTON III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NORRIS A BROYLES III

    IMMEDIATE PA

    Total calculated
    $0
    Hours/week
    1

  • HEATHER KING

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRIS LAMBERT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOHN LUNDEEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER MURRAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER NUNN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM B PEARD

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • MARY LOWELL PETTIT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JANE ROYAL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MILAN SAVIC

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOHN SHEPARD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DR CANDY TATE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH WALDEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • WES WALRAVEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LISA WHITE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TOM B WIGHT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
14 February 2025
IRS schema version
2023v6.0
Source object
202510519349300131

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