Annual Report May 1, 2012–April 30, 2013
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Dear Macon Preservationists, Welcome to Historic Macon Foundation’s first annual report! For the past decade, Historic Macon Foundation has hosted an annual meeting in May where we can review our accomplishments, share our financial statements and look forward to the year to come. This year, we thought we would go one step further and share this information in print for all of our members. In this report, you will find an acknowledgment to all of our generous donors for our last completed fiscal year from May 1, 2012 to April 30, 2013. You will also find a summary of our audited financial statements for the same period, along with a summary of our accomplishments and opportunities to increase your support and impact through giving to Historic Macon. I have always said that preservation is a “team sport.” We accomplish so much by working together! There are so many people listed in this report who have given generously regardless of means. Thank you all! I think you will see from this report how your gift, along with so many others from our community, makes a huge impact. The timing of this report is no coincidence. We are appealing to your generosity for a donation before the end of the year. The back page of this letter is a simple form for you to make a gift of any size to Historic Macon. Please consider an honorarium or memorial for a friend or loved one, a general donation to Historic Macon or a major gift to make a real impact. This report demonstrates the value of historic preservation in many ways. Not only are we saving places that matter, we are developing a strong local economy, and doing it all in a financially sustainable and prudent manner. Your gifts are used effectively for maximum impact. Please reflect on how much we have accomplished, but also look ahead to how much is left to do. Until all of Macon’s historic buildings and neighborhoods are saved, we have work to do. Please help us by sending in a donation before 2013 ends. We need your help.
Josh Rogers Executive Director
935 High Street
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P.O. Box 13358
Macon, GA 31208
Phone: 478.742.5084
Fax: 478.742.2008
www.historicmacon.org
Neighborhood Revitalization
Historic Macon’s signature project expanded its project activities to downtown Macon with the formation of a new revolving fund. The 1772 Foundation matched a challenge grant from the Peyton Anderson Foundation, with help from the Community Foundation of Central Georgia and the E.J. Grassmann Trust, to form a $540,000 revolving fund to launch the owner-occupied condo movement in downtown Macon.
Endangered Properties Historic Macon Foundation accepted the donation of two endangered houses during the year. Houses donated to Historic Macon are sold to preservation–minded buyers with short-term construction agreements to ensure timely and appropriate rehabilitation, and long-term easement restrictions to ensure the home is always maintained and never demolished. 1564 Oglethorpe St. and 373 Orange St. will both be preserved for the future thanks to these donations.
Beall’s Hill project activities continued successfully. Nine houses were started during the year, and seven sold. Private activity nearly matched Historic Macon’s investment for the first time, with private developers producing 45% of the $914,800 in investment in the neighborhood. Private investment is perhaps the best validation for success in Beall’s Hill and a critical part of our strategy to complete revitalization of the neighborhood. Properties sold quickly (average of 13 days) for high prices (average $95/sf), while maintaining average affordability for households earning around $40,000 per year (72% of area median income).
Education PROGRAMMING
Management and Operations
The Sidney’s Salon series headlined our educational efforts once again. The Cottage & Education Committee oversaw a total of seven salons with 459 attendees. Thanks to the Knight Neighborhood Challenge, we were able to take our educational programing on the road through the Macon Then & Now exhibit. The exhibit will tour Bibb County over the next year after more than 50 people got to see it at the Cottage launch party. Finally, Historic Macon revived a dormant tradition by hosting fourteen young people at History Summer Camp.
After nearly two years of work, the Trustees adopted a new strategic plan for the next three to five years in February with a unanimous vote. The plan is available on our website. The plan lays out an ambitious plan to build on our successes by raising awareness, expanding education and outreach programing, and developing policies and procedures to streamline operation; increase diversity; and increase fundraising to add capacity and save more historic places through neighborhood revitalization.
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Donations for the period May 1, 2012 to April 30, 2013, including in-kind contributions.
Donations over $250,000 Peyton Anderson Foundation
Donations $100,000–$249,999 1772 Foundation
Gordon and Josephine Bennett
Donations $25,000–$99,999 E.J. Grassmann Trust
Donations $10,000–$24,999 Community Foundation of Central Georgia
Cox Communications Georgia Power Foundation
Ms. Sara Beth Hertwig
Macon Telegraph
Mrs. John McNeill
Persons Family LLC
Medical Center of Central Georgia Mr. Edmund Olson and Councilwoman Beverly Olson
State Bank Thad E. Murphey Family Fund of the Community Found. of Central Georgia
Donations $5,000–$9,999 Charles E. Roberts, Jr. Fund of the Community Found. of Central Georgia
Ms. Sally Murphey Heard Knight Neighborhood Challenge
Donations $2,500–$4,999 Mr. and Mrs. Steve Durkee Elam Alexander Trust Eye Center of Central Georgia
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John S. & James L. Knight Foundation Knight Fund for Georgia Gives Day
Donations $1,000–$2,499 Mr. and Mrs. Joe Adams Alan Frank Roofing Mr. and Mrs. Malcolm S Burgess, Jr. Butler Automotive Capital City Bank College Hill Alliance Conditioned Air Mr. Don Cornett and Mrs. Nancy Brown Cornett Mr. and Mrs. Mike Dyer
Georgia Family Magazine H2U Coliseum Health System Ms. Vickie Hertwig Col. and Mrs. Arthur Howard L.E. Schwartz & Sons, Inc Ms. Karen J Lambert Mr. Blake Lisenby and Mr. Shane Rogers Lowe Lighting Center Madison, Poss and Associates
Martin, Snow, LLP Mercer University Noland Company Open MRI of Macon Mr. Carey O Pickard, III and Mr. Chris Howard Scana Energy Mrs. William P Simmons Southern Company Starr Electric Co., Inc.
Mr. David Thompson and Dr. Madalyn Davidoff Ms. Martha Upchurch Vein Specialists of the South Waites & Foshee Mr. Tom B Wight Dr. Michael and Dr. Bridget Wright Mrs. Gloria McAfee Wynn
Mr. and Mrs. Bertram Maxwell, III Mrs. Lois McLain Mr. and Mrs. Alex Morrison NewTown Macon Mr. and Mrs. Terry Parker Mr. and Mrs. Tim Regan-Porter Mr. and Mrs. William Robinson Mr. and Mrs. Joe Saturna
Dr. & Mrs. Fred Schnell Mr. and Mrs. Ed S Sell, III Simmons Charitable Trust Fund of the Comm. Found of Cent. GA Mr. and Mrs. Gene B Strouss Mr. and Mrs. John Willingham Mr. and Mrs. George Youmans
Mr. and Mrs. William M Matthews Matthews Fund of the Community Foundation of Central GA Capt. Willie May Mr. and Mrs. William R McDuffie Mr. and Mrs. Albert W McKay, Jr. Mr. and Mrs. Matt McKenna Mr. Craig Burkhalter and Ms. Helen Meadors Mr. and Mrs. Rusty Mitchell Mr. and Mrs. Andy Moore Morris Appliance Company, Inc. Dr. and Mrs. Doug Morton Mr. and Mrs. Aubrey Newby Mr. Bryan Nichols Mr. and Mrs. Thom Phillips Mr. and Mrs. Rusty Poss ProBuild Mr. Stephen A Reichert Dr. and Mrs. Joe Sam Robinson, Jr. Mr. and Mrs. Josh Rogers Saturna and Company, PC Ms. Carole Seegert Mr. and Mrs. Chris R Sheridan
Mr. and Mrs. Boone Smith, IV Mr. and Mrs. Boone Smith, III Mr. and Mrs. Claude Smith Mr. and Mrs. Cubbedge Snow, Jr. Mr. and Mrs. Dick Thomasson Mark Thompson The Hon. and Mrs. Marc Treadwell President and Mrs. Bill Underwood Valerie Garrett Interior Design Ms. Katherine Walden Ms. Jean E Weaver Mr. and Mrs. Rick Whitten Dr. Howard J Williams, Jr. Mr. and Mrs. Michael Williams Women for Women’s Health Mr. and Mrs. Joe W Yearty
Donations $500–$999 Mr. and Mrs. Robert C Beeland Ms. Beverly Blake Bons Hommes Mr. and Mrs. Jim Burt Mr. Buck Donnelly and Ms. Tricia B Burttram Mr. Virgil E Cooper, Jr. Mr. and Mrs. Max Crook Mr. and Mrs. Carlton Dumas Ms. Jeane Easom
Mr. and Mrs. Ryan Griffin Mr. and Mrs. Michael Heard Ms. Judy Hodgens Dr. Maurice Solis and Ms. Lee Johnson Kohl’s Ms. Betty Sweet Ladson Macon Magazine Mr. and Mrs. Richard H Maddux The Hon. Jim Marshall and Ms. Camille Hope
DONATIONS $250 - $499 Ms. Helen Anderson Mrs. Stella Auchmutey Mr. James E Barfield and Mr. Jaime Webb Dr. Waddell Barnes Maria and Keith Bartlett Maryel and Ramsay Battin Mr. Don Bivings and Mr. Pino Mauro Dr. and Mrs. Ron Bloodworth Mr. and Mrs. Al Bond Mr. and Mrs. John B Bowdre Mr. and Mrs. Wes Boyer Ms. Jean Bragg Dr. and Mrs. Peter Brown Dr. and Mrs. Robert J Buttermark Dr. and Mrs. James Chapman Mr. and Mrs. John D Comer Mr. and Mrs. Mike Cook Mr. Stewart O Cunningham, Jr. Massimo Danese Mr. and Mrs. David Davis Mr. and Mrs. Robert Deason Mr. and Mrs. Ken Dobson Mr. and Mrs. Hamp Dowling Mrs. Gay Faircloth
Ms. Shannon Fickling Mr. and Mrs. John Fox Mr. Al and The Hon. Kay Gerhardt Mr. Ken Gozur and Ms. Ginger Collins Graphic Resource Mr. and Mrs. Wes Griffith Mr. and Mrs. Richard Guerreiro Mr. and Mrs. Robert F Hatcher Ms. Dana Heard Mr. and Mrs. Robert W Hearn, Jr. Mr. C. Terry Holland and Mr. Jeff Logan Dr. and Mrs. Lindsay Holliday Dr. and Mrs. Tom Hope House and Garden Club J. Cameron Garvin, DMD Judy Hodgens Interiors Mr. and Mrs. Russell W Lewis Mr. Jim Bodell and Mrs. Susan Long Mr. and Mrs. Hubert C Lovein, Jr. Mr. John Camp and Dr. Terri Luhrs MaconPower
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DONATIONS $100 - $249 Dr. and Mrs. Robert Aldrich Mr. and Mrs. Steve Allen The Hon. and Mrs. R. Lanier Anderson, III Mr. Robert B Apsley and Dr. Phil Comer Anne Ariail Dr. and Mrs. Walter Austin Ms. Alice Bailey Mr. & Mrs. G. Russell Barber, Jr. Mr. and Mrs. George Barfield Mr. Richard Bates Mr. and Mrs. Gilbert Bennett Mr. Windy Blanks Mrs. Janice Brice Mr. and Mrs. Charles Brittain Ms. Mary Jane Brock Ms. Betty B Brown Mr. and Mrs. Paul Cable Mr. and Mrs. John D Cassidy Mr. and Mrs. Doug Clarke Hon. and Mrs. Ezra H Cohen Laurel L Connor Mr. and Mrs. Charles Cook Carolyn Corley Ms. Carol M Cullen Mr. and Mrs. Stuart C Davis, III Dr. and Mrs. Jeff Davis Mr. and Mrs. James Daws Mr. and Mrs. George Dawson Mr. Spyros Dermatas Mr. and Mrs. Carl Discher Mr. and Mrs. Zack Dozier Dr. and Mrs. Douglas P Dozier Maureen Dyer and Andrea Turner Dr. John C Ervin
Mary Lou Ezell and Roby M Kerr, PhD Dr. and Mrs. Waldo Floyd, Jr. Ms. Judith B Fredrickson Mary Virginia and Jeff Gage Dr. and Mrs. Joshua Glenn Mr. and Mrs. Alan Goldman Mrs. Sommers J Gostin Ms. Linda Gugin Ms. Kristina Harpst Mr. and Mrs. Burke Harris Mrs. Mary Lane Hartshorn Mr. Milton Heard, IV Dr. and Mrs. Chris Hendry High Street Unitarian Mr. Hugh Hudson Dr. and Mrs. N. T Ivey Mr. James L Jackson, Jr. Mrs. Willa R Jelks Mr. and Mrs. Samuel P Jones Richie Jones Dr. and Mrs. Azmi Kabbani Mr. and Mrs. Jerome Kaplan Chris Kiker and Amy Abel-Kiker Wade and Erin Kovacs Mrs. Eleanor Lane Mr. Vern McCarty and Dr. Elise Langan Ms. Edith P Lavender Dr. and Mrs. Ron Lemon Dr. and Mrs. Michael Leonard Col. and Mrs. Keith P. Leslie Paul F and Lillian Lockary Mr. and Mrs. Tony Long Ms. Margaret Lovein William Luke Macon-Bibb County Convention and Visitor’s Bureau
Mr. and Mrs. Tripp Maddux Dr. Stephen D Mallary Col. and Mrs. T. Raleigh Mann Margueritas at Mercer Village Mr. and Mrs. Tommy McBrearty Dr. and Mrs. George W McCommon Mr. and Mrs. James W McCook, III Mrs. Kristy C McKemie Sean and Allison McMenamy Mr. Robert McMichael Mr. Dan Morton and Mr. Russ Sego Ms. Mary Jane Napier Mr. and Mrs. Mark Rogers Douglas W Salyer and Donald S Bethune Mrs. Anita Sandefur Ms. Carmel Sanders Dr. Sylvia Shellenberger Dr. and Mrs. O. S Sims, Jr. Mr. and Mrs. E. Raymond Smith Mr. James A Smith, III Mr. and Mrs. Willie Smith Mr. and Mrs. William G Solomon, IV Mr. and Mrs. Robert Stamps Mr. and Mrs. Bo Stewart Ms. Margaret Ann Swensen Ms. Carolyn B Talbot Dr. and Mrs. Ben B Tate Mr. and Mrs. Tim J Thompson Mr. and Mrs. Zan Thompson Mr. and Mrs. William P Thompson, Jr. Dr. and Mrs. Jerry Tift Dr. and Mrs. William L Tift
Mr. and Mrs. Jeff Powers Ms. Sonja Ranson Mr. Ewald Rau Mr. David Richardson Mr. and Mrs. Michael M Rivers David Robbins Lee Robinson Dr. and Mrs. Patrick Roche Ms. Fabia Rogers Mr. and Mrs. John F Rogers, Jr. Neurology Associates Mr. and Mrs. William Newby, Jr. Mrs. Harriet Newton Dr. and Mrs. John O’Shaughnessey Sam and Sloan Oliver Mrs. Lee P Oliver, Jr. Mr. and Mrs. Tom Olmer Mrs. Sharon Patterson Mr. and Mrs. Scott Pipkins Dr. and Mrs. Wilfred Platt, Jr. Mr. and Mrs. Warren Plowden Dr. Laura Triano Dr. Stella I Tsai Mr. Robert Good and Ms. Anne Tunnessen Everett Verner Ms. Martha Veto Ms. Lesley D Volpe Mr. and Mrs. Johnny C Walker, III Mr. and Mrs. James E Weatherford Mrs. Alex Weaver Lisa A Wicker Mr. and Mrs. Lawrence Williford Mr. and Mrs. George Youmans, Jr. Youmans Chevrolet
Mrs. John Elmo Burt, Jr. Mr. and Mrs. Ivy Cadle Mrs. Jeanne Campbell Mr. and Ms. George Carswell Mr. Jack Cartwright Wendy Cassidy Mrs. Jeanette G Chaffin Ms. Elizabeth C Clark Virginia Clopton and Tim Elliott Ms. Sue M Coggins Ms. Kathleen H Cook Dr. Beth Cooper Mrs. Frances Cornett Mr. and Mrs. Vince Coughlin Mr. Brad Proctor and Ms. Andrea Crawford Mr. Michael L Croce
Mr. Derek and Dr. Elizabeth Culp Mr. and Mrs. Conie Mac Darnell William Davis Connie Davis and Will McMullen Mr. & Mrs. Michael A Deep Mr. and Mrs. Adam Delong Mrs. John Dennis Nardos Desta and Adam Berhanu Rev. and Mrs. Scott Dickison R. Adm. and Mrs. Richard F Donnelly Kimbrough Donner Ms. Suzanne M Doonan Mr. and Mrs. Roscoe Douglas Dr. and Mrs. John A Dove Mr. and Mrs. Matt Drury
Donations $1–$99 Mr. and Mrs. Tim K Adams Brian and Amy Adams Mr. and Mrs. Will Andersen Mr. and Mrs. Brian Aplin Ms. Mary Alice Applegate Ms. Eugenia Ashurst Anne J Atkinson Ms. Cantey Ayres Camp Bacon and Nancy Terrill Robert and Becky Barthelemy Dr. and Mrs. William W Baxley, Jr. Mr. Holst C Beall, Jr. Mr. Jeff Bean Mrs. Betsy H Bennett Mr. and Mrs. Jimbo Berg Mrs. Lillian Binner
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Mr. Bruce Bishop Mr. Barry Bissinger Mr. and Mrs. Joe Bocchino Ms. Kim Bonner Heather Bowman Cutway Ms. Whitney Boyer Barbara Brennan Mr. Michael Bridge Mr. and Mrs. Charlie Bridges Ms. Stephanie Brock Mr. and Mrs. Richmond Brown Dr. Katherine Brown Miriam Brown Mr. Robert W Brown Mr. John Buckner Mr. Floyd M Buford, Jr. Robert Burnham
Donations $1–$99 Helen L Dunwody Ms. Beth Dunwody Ms. Karen Durham Mr. and Mrs. Brenton Easom Nan Eaton Mrs. R. Berl Elder Carol English Mr. Charles Ethridge, Jr. Mr. and Mrs. Don Eubanks Ms. Sarah Evans Dr. and Mrs. Richard Fallis Mrs. Esther T Faulk Mr. Larry Fennelly and Ms. Wanda Eanes Ms. Katie Fischer Mr. and Mrs. Keith Fitzgerald Mr. and Mrs. Carl L Flair Nell M Flatau Mr. and Mrs. John Fleming Mr. and Mrs. Michael Ford John Freeman Dianne R Fuller Mr. Frank W Gadbois Mrs. Frances M Gavin Nicole Giannattasio and Andrew Bernstein Robyn Gibson Mr. and Mrs. James Glymph Mr. and Mrs. John Green Dr. Herbert S Greenwald, Jr.
Anna and George Greer Ms. Kay S Greer Yadira Greeson and Jeff Guynn Mr. and Mrs. Shirley Griffin Mr. and Mrs. R. W Griffis, Jr. Mr. and Mrs. Allen Gudenrath Mr. and Mrs. Maurice Gwinner Ms. Janis Haley Mr. and Mrs. F. Kennedy Hall Mr. and Mrs. Ellsworth Hall, III Ms. Lauren Hamblin Mr. and Mrs. Larry Hamilton Mrs. Frances J Hardeman Dr. and Mrs. Robert J Hargrove Ms. Katie Harrell Mr. and Mrs. Luke Harrington Lt. Col. Dan Harris Mr. and Mrs. Thad Harris Ms. Mandy Harris Randy Harshbarger Ms. Kris Hattaway Mr. and Mrs. Roger Hein Dr. and Mrs. Dave Herring B Gen. and Mrs. William Hiner Ms. Vicki Hinson Mrs. Jane Hogan Ms. Carole Hollis Kathleen Horst Mrs. D. L Horwitz Mr. and Mrs. Jonathan Howe
Karen Huebner Dr. Joan Huffman Frances and Shellie Inzer Christi and Baxter James Parrish and Andrew Jenkins Mr. and Mrs. Jack Jenkins Dr. and Mrs. Milton I Johnson Mr. and Mrs. Aaron Johnson Mr. and Mrs. Terry Jones Mr. and Ms. Warren Jones Mr. and Mrs. Bud Jones Mr. and Mrs. Frank C Jones Ms. Juanita Jordan Ms. Amal Kamle Mr. David Kempa Mr. and Mrs. Gene King, Jr. Dr. Eric Klingelhofer Mrs. Paula Knight Ms. Madge M Knott Teresa Kriebel Mr. and Mrs. Jeff Langford Amber P Lawson and Chris Moore Mr. Charles Andrew Lawson Mr. Steve Layson Susan Lewis Mr. and Mrs. Rayfield E Lines Mr. John Losey Mr. Cesare Mammarella Ms. Angela Manson
Dr. and Mrs. James S Marshall Mr. Canaan Marshall Mr. and Mrs. Lee Martin Mr. Carl Mattei Kathleen Matthews Mr. and Mrs. Bert Maxwell, IV Ms. Jennifer Mayer David and Elizabeth McCain Mr. and Mrs. Othniel McGehee Ms. Kyndall McKemie Mr. Marion McMillan, Jr. Mr. and Mrs. Steven McNeel Mr. and Mrs. Mort Meadors Mr. Donald and Dr. Corrie Merricks Mr. Brent and Dr. Andrea Meyer Bernard and Wende Meyer von Bremen Mrs. Julie K Michael Anthony G Mikus, Jr. Mandy Miller Mr. and Mrs. John W Moore Ms. Dyann Moore Mrs. Molly Muse Dr. and Mrs. Homer Nelson Ms. Beverly Nelson Mr. and Mrs. Brett Northenor Dr. Russ O’Neal Giles O’Neal Mr. and Mrs. Cam Oetter, Jr.
Historic Macon’s Rehabilitation, Beall’s Hill 7
Mrs. Lee P. Oliver, III Ms. Suzanne Palmer Mr. and Mrs. Richard Paul Susan S Payne Ms. Virginia Peagler Jill and Wes Peavy John M Perkins and Shelli M O’Steen Mr. Scott Pipkins Mr. Tommy R Pilcher Mr. and Ms. Keith Pillow Mr. and Mrs. David Pinkston Faye Popper Carol Porter Mr. Jonathan Poston Mr. Patrick F Powell and Ms. Laura Bartholomew Jenny and Kourtney Prater Ms. Phydan J Ramsey Mr. and Mrs. Albert Reichert, Jr. Mr. and Mrs. Thomas F Richardson Mrs. Mary Ann Richardson Ms. Jessica Riner-Bailey Mrs. Gloria M Roberts Ms. Elizabeth S Roche
Mrs. Suzanne M Rogers Ms. Angie Rollins Ms. Debra Rollins Mr. Glenn Rosen Dr. Creighton Rosenthal and Dr. Carolyn Yankel Rhonda Ross-Harris Dr. and Mrs. David H Rozier Mr. and Mrs. Jack L Sammons Mr. and Mrs. Ben Sapp Arielle Schlesinger Mr. and Mrs. Bert D Schwartz Mrs. Felicia Seguin Roy and Catherine Servais Mrs. Trudie Sessions Mrs. Betty Sheehan Mr. and Mrs. John M Sheftall Ms. Sarah Shieh Joseph and Suzanne Shippen Bowen and Matt Shoemaker Dr. Andrew and Dr. Anya Silver Mrs. Eugenia Simmons Mrs. Lyn Simonton Bo and Molly Sims Lamar Sizemore Mr. and Mrs. Mark Slonaker
Dr. and Mrs. Hugh Smisson, Jr. Mr. Gary W Smith Ms. Rita Smith Mr. and Mrs. James L Solomon Mr. and Mrs. James Stallings Mr. William Stanford, II Ms. MariaKristina Stanley Ms. Helen G Stembridge Ann Stephens Ms. Carol L Stokes Jennifer W Stonecipher Claire Taylor Mr. and Mrs. Steve Teodecki Mr. Wallace Tillman Ms. Martha Tisdale Ms. Blair Train Ms. Kathy Tremblay Talia Tripp Mrs. Jane Turner Dr. and Mrs. James Upshaw Mr. and Ms. Mark Vanderhoek Mr. Tim Vick and Ms. Lynn McCraney Rev. Arthur Villarreal Stuart E and Brandon P Walker Mr. and Mrs. Virgil P Warren, III
Ms. Rebecca West Mr. Chris Westbrook Mr. and Mrs. Rick White Ms. Jennifer Whittaker Ms. Barbara Wilcher Molly M Wilkins Mr. and Mrs. Ron Williams Ms. Ann W Williams Betty Williams, Ed D. Mr. and Mrs. Steve Wilson Candi and Jim Wilson Mr. and Mrs. Adam Wilson Mrs. Rebecca Winkel Mr. and Mrs. Lynn T Wood Dr. Amy J Wright Dr. Creighton Rosental and Dr. Carolyn Yackel Mr. Gus Yarbrough Mr. and Mrs. Charles H Yates, Jr. Mrs. Nina T Yeomans Nathan Dees and Koryn Young Aaron Zaritzky and Yosalinda Rivero-Zaritzky
Historic Macon’s Rehabilitation, Beall’s Hill Historic Macon is one of the most active grassroots organizations in Macon. Hundreds of volunteers donate thousands of hours, in addition to monetary support. We are grateful for your support no matter the form, no matter the amount. For this report, we are not able to quantify volunteer time. Thank you for all that you do. You sit on committees; you make food for Salons; you volunteer at the Flea Market; you recruit new members; you proofread our newsletters; you welcome visitors to the Cottage; and you help send out our mailings. There is no end to our gratitude! Thank you. 8
Financial Statement: MAY 1, 2012–APRIL 30, 2013 Historic Macon Foundation exhibited especially strong financial performance from may 1, 2012 to april 30, 2013. Historic Macon is growing at a very fast pace, sustaining diverse revenue streams and limiting expenses responsibly. We intend to be around as long as the buildings we protect. According to our audited financial statements:
Exceeded Standards
Net Assets
Sources of INCOME
Our operating efficiency, fundraising efficiency, cash flow ratio and months of covered expenses all met or
for non-profit management.
Net assets increased by an impressive $512,924 to $3,103,185.
Rental & Other Income
Investment Income 2012
Membership Dues
2013
Grants & Donations
Special Events
20% Increase
Program Service Fee & Income
our endowments all increased in value, with the Preservation and Cottage endowments ending up 6.5% to a combined value of $878,507, well ahead of inflation.
REVENUES
2012
2013
Revenues nearly doubled from the year prior to $1,203,600, while expenses only increased by 6% to $594,919 according to audited financial statements.
Revenues Expenses
In-Kind Contributions Grants and donations were the largest source of income at $491,286. In-kind contributions, program service fees, special events and membership dues followed in that order for sources of income. Complete audited financial statements, a current IRS form 990 and a copy of our operating budget are available on our website.
$260,058.00 $323,883.00
$586,187.00 $354,175.00
$675,209.00 $550,402.00
$662,463.00 $560,305.00
$1,203,600.00 $594,919.00
2009
2010
2011
2012
2013 9
Over the past year, we learned that we have not been proactive enough in informing our members about how we can help them accomplish their philanthropic goals for historic preservation. Our Trustees developed this list to help you explore how you can make the most of your donations, and work with Historic Macon to preserve and revitalize Macon. We are especially grateful to the Thad E. Murphey Family for their generosity, which enabled us to name the Chair’s Choice Annual Award in Mr. Murphey’s honor in perpetuity. Shortly thereafter, the Griffith Family Charitable Foundation established our first individual revolving fund to save more important historic buildings. What can we help you do? Do you have a friend or a loved one who would be honored by a naming opportunity? Is there a neighborhood you would like to help Historic Macon save or preserve? Let us know if we can help you reach your goals for preserving architecture and sharing history.
Membership Benefits
Historic Macon Club membership benefits are available by donating $1,000 to our membership program or by donating $10,000 to any other programs or cumulative giving annually. Members may endow a Sustaining membership with a one-time gift of $25,000 to our membership program or $100,000 in cumulative lifetime giving to any other programs. Sustaining members enjoy the benefits of Historic Macon Club membership for life with survival benefits for a spouse or partner and perpetual listing in our newsletters.
Perpetual Naming Rights
Perpetual naming rights provide a meaningful way to endow a program or event and provide support to ensure the future. Naming rights can also make a wonderful gift to recognize a friend or loved one’s contributions to historic preservation. Naming rights are irrevocable, and survive for generations into the future. Naming rights can be made in your own name, a company name or in honor of another. Name the Annual Meeting—$75,000 Name the Chair’s Choice Award—NOT AVAILABLE, perpetually named Name the Members’ Choice Award—$30,000 Name the Residential Preservation Award—$15,000 Name the Commercial Preservation Award—$15,000 Name the Revitalization Award—$15,000 Name the Stewardship Award—$15,000 Name the Patrons’ Party—$250,000 Name a Lecture Series or Salon—$100,000 (2 available)
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Endowments and Revolving Funds
Gifts of any size may be designated to any of our perpetual endowments: The Preservation Endowment, The Sidney Lanier Cottage Guild Endowment or The Rose Hill Cemetery Endowment. Other revolving funds and programs can be endowed and named in perpetuity for the donor, or for another according to the donor’s wishes. Façade Loan Funds Façade loan funds provide small low-interest loans to help owners preserve and restore historic buildings. Donors can establish or expand façade loan funds for individual neighborhoods, types or styles or architecture, or without restriction. Funds are named in perpetuity according to the donor’s wishes. Sponsor or expand a loan fund—$10,000 minimum Revolving Funds With over 6,000 historic buildings to save and protect, Historic Macon never has enough resources to intervene everywhere necessary. Donors can establish funds for specific neighborhoods, building types, or styles of architecture to enable Historic Macon to intervene and save more places. Revolving Funds are perpetual instruments where funds are used to acquire, stabilize and/or restore endangered buildings, with the funds returning upon sale of the property. Perpetual funds can be named according to the donor’s wishes. Sponsor or expand a revolving fund—$100,000 minimum Lectures and Salons Lectures and salons can be endowed in perpetuity to ensure the continuation of our educational mission. Sponsor or expand a lecture or salon series—$100,000 Book Publication Donors may fund the publication of a book on a particular neighborhood, architectural style or historical subject, with prominent and permanent recognition within the publication and at the book launch. $25,000 National Register Endow Historic Macon to undertake one National Register district listing or update and expansion every other year in perpetuity with perpetual naming rights. $100,000
Sponsorship Opportunities
Sponsorship opportunities allow a donor to enable the type of programming that they most enjoy and receive significant recognition through all print and digital media advertising and promotions, and recognition at the event. Annual Meeting The annual meeting and awards ceremony is Historic Macon’s signature event to celebrate preservation. The ceremony and awards that have not been named in perpetuity are available for one-year sponsorships. Sponsor the Annual Meeting—$5,000 Sponsor the Chair’s Choice Award—NOT AVAILABLE, perpetually named Sponsor the Member’s Choice Award—$1,500 Sponsor the Residential Preservation Award—$1,000 Sponsor the Commercial Preservation Award—$1,000 Sponsor the Revitalization Award—$1,000 Sponsor the Stewardship Award—$1,000 Annual Patrons’ Party The annual Patrons’ Party gathers Historic Macon’s most generous members in an exclusive private historic venue as a thank-you for support, a gathering of like-minded philanthropists and a celebration of Historic Macon’s work.
The Patrons’ Party is available for yearly sponsorship with significant exposure to nearly 400 attendees. Sponsor the Annual Patrons’ Party—$10,000 National Register Listings The National Register of Historic Places is the nation’s list of places worthy of preservation. Macon has 14 historic districts and over 6,000 contributing buildings. Sponsors can enable the research and nomination of a new district, or survey and expansion of existing districts. Sponsor a National Register nomination—$15,000 Lectures and Salons Historic Macon accomplishes its educational mission primarily through a busy schedule of history lectures and Sidney’s Salons. Donors can sponsor individual events, a seasonal series or a year of events. Sponsor an individual Salon or lecture—$1,000 Sponsor a seasonal series—$2,500 Sponsor a year of lectures and salons—$10,000 Buildings Historic Macon saves many historic buildings every year. Donors can sponsor an individual building, with installation of a plaque on the exterior of the building. $10,000 per building
Historic Macon’s Rehabilitation, Beall’s Hill 11
NONPROFIT ORGANIZATION U.S. Postage PAID Permit No. 428 Macon, Georgia
P.O. Box 13358 Macon, GA 31208
Historic Macon Donation Form Name(s) Address Email(s) Phone: (Home) Amount $ Select a fund Wherever the need is greatest Friends of Rose Hill
(Work)
(Cell)
Historic Macon Revolving Fund and Endowment Other Sidney Lanier Cottage Guild Endowment
Does this gift honor a friend or loved one? Or are you making it in memory of a friend or loved one? Honorarium Memorial Comments: Method of Payment Check Enclosed
Credit Card
Credit Card #
Expiration
/
CSC
Zip Code
Join online or send this form with payment to Historic Macon Foundation | P.O. Box 13358 | Macon, GA 31208. Go online to learn about monthly contributions, gift memberships or donations in honor of a loved one. FNL11-13 12