LOWCOUNTRY LAND TRUST INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LOWCOUNTRY LAND TRUST INC (EIN 57-0809313)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-17
- IRS object ID
- 202111379349302331
- Schema version
- 2019v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T10:18:25-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570381582 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT DAVIS LLCPLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EAST MOREHEAD STREET SUITE 700 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570809313 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOWCOUNTRY LAND TRUST INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOWC | BusinessNameControlTxt |
| Phone | 8434100672 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 635 RUTLEDGE AVE NO 107 | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT WALLINGER | PersonNm |
| Person Title | CHAIRMAN OF THE BOARD OF TRUSTEES | PersonTitleTxt |
| Phone | 8434100672 | PhoneNum |
| Signature | 2021-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANICE A RATICA | PreparerPersonNm |
| PTIN | P00358837 | PTIN |
| Phone | 7043338881 | PhoneNum |
| Preparation | 2021-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT WALLINGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 635 RUTLEDGE AVE NO 107 | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,221,124 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LOWCOUNTRYLANDTRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Activity Or Mission | PROTECTING IRREPLACEABLE LOWCOUNTRY LANDS INCLUDING WORKING FARMS AND FORESTS, SCENIC VISTAS, RELATIVELY NATURAL HABITATS AND HISTORIC LANDSCAPES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,251,558 | PYContributionsGrantsAmt |
| CY Contributions Grants | $954,941 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $94,030 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $81,795 | CYProgramServiceRevenueAmt |
| PY Investment Income | $571,744 | PYInvestmentIncomeAmt |
| CY Investment Income | $324,003 | CYInvestmentIncomeAmt |
| PY Other Revenue | $45,792 | PYOtherRevenueAmt |
| CY Other Revenue | $36,660 | CYOtherRevenueAmt |
| PY Total Revenue | $1,963,124 | PYTotalRevenueAmt |
| CY Total Revenue | $1,397,399 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,172,352 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,256,293 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $411,045 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $707,811 | PYOtherExpensesAmt |
| CY Other Expenses | $730,162 | CYOtherExpensesAmt |
| PY Total Expenses | $1,880,163 | PYTotalExpensesAmt |
| CY Total Expenses | $1,986,455 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $82,961 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$589,056 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,926,212 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,488,528 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,858,102 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,105,814 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,068,110 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,382,714 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO HONOR THE RELATIONSHIP BETWEEN PEOPLE AND LAND BY PROTECTING IRREPLACEABLE LOWCOUNTRY LANDS INCLUDING WORKING FARMS AND FORESTS, SCENIC VISTAS, RELATIVELY NATURAL HABITATS AND HISTORIC LANDSCAPES USING BOTH ESTABLISHED AND INNOVATIVE CONSERVATION APPROACHES. FROM 1986 THROUGH THE CLOSE OF FY20, LLT HAS PERMANENTLY PROTECTED 491 PROPERTIES ENCOMPASSING OVER 147,500 ACRES SPANNING THE 17 COUNTIES OF SOUTH CAROLINA'S COASTAL PLAIN. THE PROPERTIES INCLUDE WORKING FARMS AND FORESTLANDS, WATERWAYS AND WATERSHEDS, HUNTING PROPERTIES, HUMMOCK ISLANDS, VIBRANT MARSH TIDAL ECOSYSTEMS, HISTORIC SITES, BLACKWATER STREAMS, AND LONGLEAF PINE RESTORATION AREAS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $785,197 | ExpenseAmt |
| Revenue | $81,661 | RevenueAmt |
| Desc | LAND PROTECTION:DURING FY20, THE LOWCOUNTRY LAND TRUST (LLT) COMPLETED 5 NEW CONSERVATION EASEMENT PROJECTS AND 1 CONSERVATION EASEMENT AMENDMENT TO ADD ACREAGE, FOR A TOTAL OF 2,435.34 NEWLY PROTECTED ACRES. THIS BRINGS LLT'S TOTAL PROTECTED ACREAGE TO 147,524 ACRES AS OF JUNE 30, 2020. ONE KEY PROJECT IN FY 20 WAS THE PROTECTION OF BOONE HALL PLANTATION, AN APPROXIMATELY 599 ACRE HISTORIC PLANTATION IN THE HEART OF MT. PLEASANT, SC. WITH DEEP HISTORIC ISLAND CULTURAL VALUE, LIMITED PUBLIC ACCESS, AND A LARGE SWATH OF OPEN SPACE IN A RAPIDLY DEVELOPING COMMUNITY, THE PERMANENT PROTECTION OF THIS PROPERTY IS A HUGE CONSERVATION WIN FOR THE CHARLESTON AREA. DURING FY20, LLT CONTINUED TO IMPLEMENT A PLAN TO SELL THE 589-ACRE HYDE PARK PLANTATION AFTER ENCUMBERING IT WITH A CONSERVATION EASEMENT. THIS PROJECT WILL REVOLVE FUNDS BACK INTO THE EAST BRANCH COOPER RIVER LAND FUND FOR ADDITIONAL LAND CONSERVATION IN THE HISTORIC COOPER RIVER CORRIDOR, WHICH HAS BEEN THE FOCUS OF PUBLIC AND PRIVATE CONSERVATION EFFORTS FOR DECADES. IN ADDITION, LLT HAS BEEN INVOLVED IN CONSERVATION PLANNING WITH CONSERVATION AND COMMUNITY PARTNERS, THE BUSINESS COMMUNITY, AND ACADEMIC INSTITUTIONS AT THE STATE, REGIONAL AND LOCAL SCALES TO IDENTIFY CONSERVATION OPPORTUNITIES AND DEVELOP NEW AND CREATIVE TOOLS FOR LAND PROTECTION, STABILIZATION, MANAGEMENT, AND STEWARDSHIP. THESE EFFORTS INCLUDE THE JOHNS ISLAND COMMUNITY CONSERVATION INITIATIVE, A JOINT EFFORT WITH NORTH CAROLINA STATE UNIVERSITY'S COLLEGE OF NATURAL RESOURCES AND THE CENTER FOR HEIRS PROPERTY PRESERVATION. IN FY20, THIS PROJECT CULMINATED IN A THOROUGH CONSERVATION AND IMPLEMENTATION PLAN. LLT ALSO HAS CONDUCTED A RESILIENCE PLANNING PROCESS FOR SOUTH CAROLINA'S COASTAL PLAIN THAT STAFF PRESENTED AT THE NATIONAL LAND TRUST ALLIANCE RALLY IN OCTOBER 2019, AND PARTICIPATED ACTIVELY IN THE TECHNICAL ADVISORY COMMITTEE FOR PALMETTO GREEN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $257,779 | ExpenseAmt |
| Desc | STEWARDSHIP:IN THE 2019 CALENDAR YEAR, LLT MONITORED 100% OF ITS PROTECTED PROPERTIES (CONSERVATION EASEMENTS, DEED RESTRICTIONS, AND FEE-OWNED) BY ON-THE-GROUND MONITORING. LLT SUPPLEMENTED SEVERAL MONITORING VISITS WITH ADDITIONAL AERIAL MONITORING. LLT CONTINUES TO MEET AS MANY LANDOWNERS AS POSSIBLE ON MONITORING VISITS TO ESTABLISH DEEP WORKING RELATIONSHIPS AND PROVIDE APPROPRIATE EDUCATION MATERIALS RELATED TO MANAGEMENT. STEWARDSHIP STAFF CONTINUE TO OVERSEE MANAGEMENT OF LLT'S FEE SIMPLE PROPERTIES: THE ANGEL OAK PRESERVE, ALGE ISLAND, HERON ISLAND, KEYSTONE, FRENCH QUARTER CREEK, HYDE PARK PLANTATION, THE ASHLEY AND KIAWAH RIVER MARSHLANDS, WADMACON CREEK, AND THE MALLARD TRACT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $68,342 | ExpenseAmt |
| Revenue | $9,268 | RevenueAmt |
| Desc | OUTREACH/COMMUNICATIONS:IN FY20, LLT HELD ONE SIGNATURE DONOR EVENT THAT INCLUDED ITS LONGLEAF SOCIETY CELEBRATION, WITH 74 GUESTS ATTENDING. THE LONGLEAF SOCIETY CELEBRATION FOCUSED ON STEWARDING THE LAND TRUST'S GROUP OF MAJOR DONORS. DUE TO COVID-19, TWO PLANNED DONOR EVENTS--THE SPORTING CLAYS SHOOT AND ANNUAL SPRING PICNIC--WERE CANCELED DUE TO HEALTH CONCERNS AROUND LARGE GATHERINGS, AND VOLUNTEER ACTIVITIES WERE SIMILARLY CURTAILED IN THE FOURTH QUARTER OF THE FISCAL YEAR. WE CONTINUED SOUL OF THE LOWCOUNTRY OUTREACH AND EDUCATIONAL PROGRAMMING, HOWEVER, CONSISTING OF TWO VOLUNTEER EVENTS THAT ENGAGED 30 VOLUNTEERS WHO DONATED 50 HOURS OF WORK TO SUPPORT LLT. THESE EVENTS INCLUDED A LIVING SHORELINE OYSTER REEF BUILD AT ROXBURY PARK AND A CLEANUP AT THE ANGEL OAK PRESERVE. LLT PARTNERED IN ITS FY20 VOLUNTEER PROGRAMMING WITH THE SOUTH CAROLINA DEPARTMENT OF NATURAL RESOURCES, EDISTO ISLAND OPEN LAND TRUST, BLACKBAUD, AND TRIDENT UNITED WAY. TO ENGAGE WITH THE CHARLESTON BUSINESS COMMUNITY, LLT PRESENTED THE BI-ANNUAL FLOURISH EVENT, WHERE 98 GUESTS GATHERED FOR A HALF-DAY CONFERENCE TO CONVERSE, COLLABORATE AND CREATE NEW WAYS TO PROTECT AND PRESERVE THE LANDS, WATERWAYS AND WAY OF LIFE THAT MAKE THE LOWCOUNTRY ONE OF THE WORLD'S MOST BELOVED PLACES. WE ALSO SERVED AS A COMMUNITY PARTNER PRESENTER AT THE CHARLESTON CHAMBER OF COMMERCE YOUNG PROFESSIONALS EVENT. WE HOSTED FOUR SOUL SESSIONS EVENTS--A FREE HAPPY HOUR SERIES THAT BRINGS TOGETHER DYNAMIC SPEAKERS FROM LOCAL BUSINESSES AND ORGANIZATIONS TO DISCUSS THEIR WORK AND ITS EXPRESSION OF THEIR DEEP CONNECTION TO LOWCOUNTRY LAND AND WATER. THROUGHOUT THE FISCAL YEAR, WE ALSO CONTINUED THE IMPLEMENTATION AND EXECUTION OF ORGANIZATIONAL AND PROGRAMMATIC BRANDING AND COMMUNICATION EFFORTS, INCLUDING ENHANCEMENTS TO THE WEBSITE, REGULAR DIGITAL COMMUNICATIONS, CONSISTENT SOCIAL MEDIA POSTS, AND THE PRODUCTION OF ONE NEWSLETTER. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,111,318 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEGAN RAMSEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8434100672 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 635 RUTLEDGE AVE SUITE 107 | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29403 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| ASHLEY DEMOSTHENES | ||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $120,518 | $0 | $14,375 | |
| DR W MAC BAUGHMAN PHD | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MR J TRAVIS BENINTENDO | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DR WALTER BLESSING JR MD | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MRS AMANDA DAVIS | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MRS LINDA DEMMER | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MR SCOTT W FARFONE | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MR ALBERT A GEORGE II | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MR J STANFIELD GRAY | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MR ROBERT M HOLLINGS III | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MS SHELDON KRAMER | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MRS ELEANOR MOORE KUHL | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MR LINDSAY NEVIN | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MR TELFAIR PARKER | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MR ROBERT DANIEL PERRY | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MR RANDELL C STONEY III | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MR R SCOTT WALLINGER | ||||||
| CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MR THOMAS D W HUTTO | ||||||
| VICE-CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MR JOSHUA B RAGLIN | ||||||
| SECRETARY | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MR BOB BALDWIN | ||||||
| TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MR DAVID MAYBANK III | ||||||
| PAST CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $120,518 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $14,375 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $5,486 | FundraisingAmt |
| All Other Contributions | $949,455 | AllOtherContributionsAmt |
| Total Contributions | $954,941 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TRANSFER FEES | 900099 | $81,661 | $81,661 |
| MERCHANDISE SALES | 900099 | $134 | $134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $81,795 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $215,440 | TotalRevenueColumnAmt |
| Exclusion | $215,440 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $33,170 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $33,170 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,170 | TotalRevenueColumnAmt |
| Exclusion | $33,170 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,887,479 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,778,916 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $108,563 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,563 | TotalRevenueColumnAmt |
| Exclusion | $108,563 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $39,165 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $5,486 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $44,809 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,644 | TotalRevenueColumnAmt |
| Exclusion | -$5,644 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,134 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,134 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,134 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,397,399 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $90,929 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $351,529 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,000 | TotalAmt |
| Program Services | $67,092 | ProgramServicesAmt |
| Management And General | $29,801 | ManagementAndGeneralAmt |
| Fundraising | $33,107 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $900,955 | TotalAmt |
| Program Services | $464,971 | ProgramServicesAmt |
| Management And General | $206,535 | ManagementAndGeneralAmt |
| Fundraising | $229,449 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,533 | TotalAmt |
| Program Services | $25,908 | ProgramServicesAmt |
| Management And General | $9,670 | ManagementAndGeneralAmt |
| Fundraising | $8,955 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,517 | TotalAmt |
| Program Services | $60,804 | ProgramServicesAmt |
| Management And General | $22,696 | ManagementAndGeneralAmt |
| Fundraising | $21,017 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,288 | TotalAmt |
| Program Services | $40,144 | ProgramServicesAmt |
| Management And General | $15,862 | ManagementAndGeneralAmt |
| Fundraising | $20,282 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,650 | TotalAmt |
| Program Services | $49,031 | ProgramServicesAmt |
| Management And General | $14,619 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,113 | TotalAmt |
| Management And General | $43,113 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,624 | TotalAmt |
| Program Services | $73,210 | ProgramServicesAmt |
| Management And General | $29,426 | ManagementAndGeneralAmt |
| Fundraising | $14,988 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,376 | TotalAmt |
| Program Services | $460 | ProgramServicesAmt |
| Management And General | $781 | ManagementAndGeneralAmt |
| Fundraising | $15,135 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,939 | TotalAmt |
| Program Services | $933 | ProgramServicesAmt |
| Management And General | $3,316 | ManagementAndGeneralAmt |
| Fundraising | $690 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,383 | TotalAmt |
| Program Services | $9,804 | ProgramServicesAmt |
| Management And General | $3,249 | ManagementAndGeneralAmt |
| Fundraising | $12,330 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,463 | TotalAmt |
| Program Services | $64,807 | ProgramServicesAmt |
| Management And General | $25,631 | ManagementAndGeneralAmt |
| Fundraising | $28,025 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,416 | TotalAmt |
| Program Services | $15,450 | ProgramServicesAmt |
| Management And General | $1,950 | ManagementAndGeneralAmt |
| Fundraising | $4,016 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,646 | TotalAmt |
| Program Services | $13,578 | ProgramServicesAmt |
| Management And General | $6,034 | ManagementAndGeneralAmt |
| Fundraising | $6,034 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EASEMENTS | $151,515 | $151,515 | ||
| TAXES & INSURANCE | $32,107 | $10,440 | $17,948 | $3,719 |
| TELEPHONE & UTILITIES | $32,051 | $17,762 | $7,318 | $6,971 |
| DUES & SUBSCRIPTIONS | $15,684 | $14,742 | $942 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,195 | TotalAmt |
| Program Services | $25,409 | ProgramServicesAmt |
| Management And General | $11,401 | ManagementAndGeneralAmt |
| Fundraising | $5,385 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,986,455 | TotalAmt |
| Program Services | $1,111,318 | ProgramServicesAmt |
| Management And General | $464,092 | ManagementAndGeneralAmt |
| Fundraising | $411,045 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,867 | BOYAmt |
| EOY | $1,309,861 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,294 | BOYAmt |
| EOY | $135,389 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $13,700 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,910 | BOYAmt |
| EOY | $84,792 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,772,134 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $100,743 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,682,980 | BOYAmt |
| EOY | $13,671,391 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,670,782 | BOYAmt |
| EOY | $7,115,023 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,170 | BOYAmt |
| EOY | $28,113 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,209 | BOYAmt |
| EOY | $130,259 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,926,212 | BOYAmt |
| EOY | $22,488,528 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,102 | BOYAmt |
| EOY | $317,864 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $60,950 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $1,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,727,000 | BOYAmt |
| EOY | $6,727,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,858,102 | BOYAmt |
| EOY | $8,105,814 | 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 | $13,360,676 | BOYAmt |
| EOY | $12,839,896 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,707,434 | BOYAmt |
| EOY | $1,542,818 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,068,110 | BOYAmt |
| EOY | $14,382,714 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,926,212 | BOYAmt |
| EOY | $22,488,528 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$589,056 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$96,340 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $1,340,843 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,875,059 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $781,890 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,251,558 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $954,941 | CurrentTaxYearAmt |
| Total | $9,204,291 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,340,843 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,875,059 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $781,890 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,251,558 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $954,941 | CurrentTaxYearAmt |
| Total | $9,204,291 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $821,370 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,382,921 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $251,664 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $242,952 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $263,940 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $317,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $248,610 | CurrentTaxYearAmt |
| Total | $1,324,766 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,465 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,830 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $10,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,134 | CurrentTaxYearAmt |
| Total | $80,429 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,609,486 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $690,109 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82070 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Total Easements | 344 | TotalEasementsCnt |
| Total Acreage | 142770.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 8920.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $317,227 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,627 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $244 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $7,000 | AdministrativeExpensesAmt |
| End Year Balance | $39,871 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,712 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $370 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $9,455 | AdministrativeExpensesAmt |
| End Year Balance | $46,627 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,108 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $104 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $500 | AdministrativeExpensesAmt |
| End Year Balance | $55,712 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,034 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $574 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $500 | AdministrativeExpensesAmt |
| End Year Balance | $56,108 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,042 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$3,508 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $500 | AdministrativeExpensesAmt |
| End Year Balance | $56,034 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,648,857 | OtherCostOrOtherBasisAmt |
| Book Value | $13,648,857 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,515 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,816 | DepreciationAmt |
| Book Value | $14,699 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $98,762 | OtherCostOrOtherBasisAmt |
| Depreciation | $90,927 | DepreciationAmt |
| Book Value | $7,835 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,671,391 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LAND CONTRIBUTION PAYABLE | Desc |
| Amt | $6,727,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,727,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,322,246 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$96,340 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $19,491 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $44,809 | OtherRevenueAmt |
| Revenue Not Reported | -$32,040 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,354,286 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $43,113 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $43,113 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,397,399 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,007,642 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $19,491 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $44,809 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $64,300 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,943,342 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $43,113 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $43,113 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,986,455 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | THE FOOTNOTES TO THE AUDITED FINANCIAL STATEMENTS REFLECT THE FOLLOWING: "VARIOUS LANDS AND LEGAL RESTRICTIONS ON LANDS ARE DONATED TO THE TRUST FOR THE PURPOSE OF PRESERVATION. AS OF JUNE 30, 2020 AND 2019, THE TITLE TO 4,922 ACRES OF LAND, WHICH CONSISTS PRIMARILY OF MARSH LANDS, HAD BEEN DONATED TO THE TRUST. THE TRUST RECORDS IN THE CONSOLIDATED FINANCIAL STATEMENTS THE ESTIMATED FAIR MARKET VALUE AT THE TIME OF DONATION OF LAND TO WHICH IT HOLDS TITLE. CONSERVATION EASEMENTS, DEED RESTRICTIONS, AND RETIRED MINERAL RIGHTS ARE RECORDED AT A NOMINAL VALUE IN THE CONSOLIDATED FINANCIAL STATEMENTS. AS OF JUNE 30, 2020 AND 2019, CONSERVATION EASEMENTS HAD BEEN GRANTED TO THE TRUST FOR 141,712 AND 141,712 ACRES, RESPECTIVELY." |
| PART X, LINE 2: | MANAGEMENT HAS EVALUATED THE TRUST'S TAX POSITIONS AND CONCLUDED THAT THE TRUST HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE AS OF JUNE 30, 2020 OR 2019. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 44,809. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 44,809. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FLOURISH | Event1Nm |
| Gross Receipts Event1 | $38,026 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $5,486 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $32,540 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $33,881 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $6,625 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $6,625 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $10,928 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $44,651 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $5,486 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $39,165 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $44,809 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $44,809 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$5,644 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE CEO/PRESIDENT AND CFO, APPROVED BY THE FINANCE COMMITTEE, AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CEO/PRESIDENT, BOARD CHAIR, ALONG WITH THE BOARD OF TRUSTEES REVIEW THE CONFLICT OF INTEREST STATEMENTS ON AN ANNUAL BASIS. THE EXECUTIVE ASSISTANT/BOARD LIAISON MONITORS BOARD MEETINGS, COMMITTEE MEETINGS, AND OPERATIONS TO IDENTIFY AND ADDRESS POTENTIAL CONFLICT ISSUES PRIOR TO MEETINGS. DURING COMMITTEE MEETINGS THE POLICY IS ENFORCED BY THE CHAIR PERSON. IN THE EVENT OF A POTENTIAL CONFLICT, THE INTERESTED PERSON SHALL RECUSE HIMSELF/HERSELF FROM ALL DISCUSSIONS AND VOTE ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | DETERMINING SALARY FOR THE CEO/PRESIDENT IS SUBSTANTIATED BY REVIEWING THE LTA NATIONAL SALARY SURVEY, SURVEYING LOCAL ORGANIZATIONS, AND IS BASED ON YEARS OF EXPERIENCE AND EXPERTISE. AFTER AN ANNUAL REVIEW IS PERFORMED BY THE BOARD CHAIR AND ANOTHER MEMBER OF THE EXECUTIVE COMMITTEE, SALARY DETERMINATION IS DOCUMENTED AND APPROVED BY THE INDEPENDENT BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
| FORM 990, PART IX, LINE 24E | PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 7,339. MANAGEMENT AND GENERAL EXPENSES 5,079. FUNDRAISING EXPENSES 2,736. TOTAL EXPENSES 15,154. PARTNERSHIP CONTRIBUTIONS: PROGRAM SERVICE EXPENSES 10,000. MANAGEMENT AND GENERAL EXPENSES 363. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,363. OFFICE FURNITURE & EQUIPMENT: PROGRAM SERVICE EXPENSES 6,439. MANAGEMENT AND GENERAL EXPENSES 2,284. FUNDRAISING EXPENSES 1,008. TOTAL EXPENSES 9,731. BANK & PAYROLL SERVICE CHARGES: PROGRAM SERVICE EXPENSES 164. MANAGEMENT AND GENERAL EXPENSES 3,027. FUNDRAISING EXPENSES 4,118. TOTAL EXPENSES 7,309. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,309. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,309. POSTAGE & SHIPPING: PROGRAM SERVICE EXPENSES 211. MANAGEMENT AND GENERAL EXPENSES 942. FUNDRAISING EXPENSES 1,454. TOTAL EXPENSES 2,607. BOAT MAINTENANCE: PROGRAM SERVICE EXPENSES 2,464. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,464. STAFF ENRICHMENT: PROGRAM SERVICE EXPENSES 76. MANAGEMENT AND GENERAL EXPENSES 2,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,076. RECRUITING: PROGRAM SERVICE EXPENSES 680. MANAGEMENT AND GENERAL EXPENSES 584. FUNDRAISING EXPENSES 325. TOTAL EXPENSES 1,589. GIFTS IN-KIND: PROGRAM SERVICE EXPENSES -1,964. MANAGEMENT AND GENERAL EXPENSES -8,187. FUNDRAISING EXPENSES -4,256. TOTAL EXPENSES -14,407. |
| FORM 990, PART XI, LINE 2C | THE PROCESS FOR OVERSIGHT OF THE AUDIT AND REVIEW OF THE FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PREVIOUS YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| WADMACON LLC | |||||||
| 635 RUTLEDGE AVE STE 107 | CHARLESTON | SC | 29403 | HOLDS PROTECTED LAND | SC | $356,600 | LLT |
| BACONS BRIDGE LLC | |||||||
| 635 RUTLEDGE AVE STE 107 | CHARLESTON | SC | 29403 | TRANSFER OF LAND INCLUDED A REVERTER CLAUSE. EXISTS IN PERPETUITY. | SC | LLT | |
| ASHEM LLC | |||||||
| 635 RUTLEDGE AVE STE 107 | CHARLESTON | SC | 29403 | HOLDS OPTION FOR OFFICE SITE | SC | $341,800 | LLT |
| ANGEL OAK LLC | |||||||
| 635 RUTLEDGE AVE STE 107 | CHARLESTON | SC | 29403 | HOLDS PROTECTED LAND | SC | $343,000 | LLT |
| QUEMBY BARONY LLC | |||||||
| 635 RUTLEDGE AVE STE 107 | CHARLESTON | SC | 29403 | HOLDS PROTECTED LAND | SC | $6,727,000 | LLT |
| FRENCH QUARTER CREEK LLC | |||||||
| 635 RUTLEDGE AVE STE 107 | CHARLESTON | SC | 29403 | HOLDS PROTECTED LAND | SC | $1,895,000 | LLT |
| HYDE PARK LLC | |||||||
| 635 RUTLEDGE AVE STE 107 | CHARLESTON | SC | 29403 | HOLDS PROTECTED LAND | SC | $3,510,000 | LLT |
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