2015-11-16T10:56:36-06:00 2015-06-30 571021392 SCOTT AND COMPANY LLC PO BOX 8388 COLUMBIA SC 29202 990 2014-07-01 570937485 CONGAREE LAND TRUST CONG 8039880000 PO BOX 5232 COLUMBIA SC 29250 STUART J WHITE EXECUTIVE DIRECTOR 8039880000 2015-11-13 1 SANDRA KRELL COOPER P00701652 8032566021 2014 2016-02-25 16:41:14Z STUART J WHITE PO BOX 5232 COLUMBIA SC 29250 338644 0 X WWW.CONGAREELT.ORG X 1991 SC THE CONGAREE LAND TRUST WAS ESTABLISHED TO PROMOTE VOLUNTARY CONSERVATION OF SCENIC LANDS, OPEN SPACES, FARMS, FORESTS, NATURAL AREAS AND SIGNIFICANT HABITATS IN CENTRAL SOUTH CAROLINA. 21 21 7 47 0 0 244285 303197 10230 8127 13012 21922 667 1817 268194 335063 0 0 0 0 187886 197421 0 0 61408 112619 109511 300505 306932 -32311 28131 2055791 2076205 5147 2158 2050644 2074047 X THE CONGAREE LAND TRUST WAS ESTABLISHED TO PROMOTE VOLUNTARY CONSERVATION OF SCENIC LANDS, OPEN SPACES, FARMS, FORESTS, NATURAL AREAS AND SIGNIFICANT HABITATS IN CENTRAL SOUTH CAROLINA. 0 0 176880 8127 THE CONGAREE LAND TRUST WORKED TO CONSERVE AND PRESERVE CONSERVATION EASEMENTS TOTALING OVER 57,668 ACRES OF NATURAL AND SCENIC LANDS, FARMS, WATERWAYS, FORESTS, AND NATURAL AREAS IN CENTRAL SOUTH CAROLINA, BY ASSISTING LANDOWNERS WITH VOLUNTARY CONSERVATION. THE LAND TRUST WORKS WITH PRIVATE LANDOWNERS TO PROTECT LAND PRIMARILY THROUGH ESTABLISHING, CREATING, AND MONITORING PERPETUAL CONSERVATION EASEMENTS - RECORDED LEGAL AGREEMENTS THAT PROTECT THE LAND'S NATURAL AND SCENIC FEATURES BY RESTRICTING ITS USE AND DEVELOPMENT. THE LAND TRUST HOLDS THE CONSERVATION EASEMENT AND ACCEPTS RESPONSIBILITY FOR MONITORING COMPLIANCE WITH THE TERMS OF THE EASEMENT AND FOR DEFENDING THE EASEMENT SHOULD THE TERMS BE THREATENED OR VIOLATED. THE CONGAREE LAND TRUST ALSO PROVIDES EDUCATION, TRAINING, CONFERENCES, EVENTS, AND LITERATURE TO ITS INDIVIDUAL AND CORPORATE MEMBERS AND THE GENERAL PUBLIC TO ENCOURAGE CONSERVATION AND APPRECIATION OF THE NATURAL AND SCENIC AREAS IN ITS AREA. 176880 1 1 0 0 0 0 1 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 7 1 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 SC X X STUART J WHITE 8039880000 2231 DEVINE STREET SUITE 100 COLUMBIA SC 29205 HANK STALLWORTH PAST PRESIDENT 0.00 X X 0 0 0 CLINCH H BELSER PRESIDENT 0.00 X X 0 0 0 T MOFFATT BURRISS JR VICE PRESIDENT 0.00 X X 0 0 0 STACY STOKES TREASURER 0.00 X X 0 0 0 CHRISTIAN HENDRICKS SECRETARY 0.00 X X 0 0 0 STUART J WHITE EXECUTIVE DIRECTOR 40.00 X X 74662 0 0 C LAMAR COMALANDER BOARD MEMBER 0.00 X 0 0 0 CETH LAND BOARD MEMBER 0.00 X 0 0 0 JAY BRESSLER BOARD MEMBER 0.00 X 0 0 0 JANE WILLCOX SALLEY BOARD MEMBER 0.00 X 0 0 0 KENNETH B SIMMONS JR BOARD MEMBER 0.00 X 0 0 0 ALAN J REYNER BOARD MEMBER 0.00 X 0 0 0 JOHN FAIREY III BOARD MEMBER 0.00 X 0 0 0 SUSAN MATHIS BOARD MEMBER 0.00 X 0 0 0 BEN SKELLEY BOARD MEMBER 0.00 X 0 0 0 RICHARD NESS BOARD MEMBER 0.00 X 0 0 0 JULIANNE SOJOURNER BOARD MEMBER 0.00 X 0 0 0 ANNE M SINCLAIR BOARD MEMBER 0.00 X 0 0 0 ROBERT W DERRICK BOARD MEMBER 0.00 X 0 0 0 BILL FUNDERBURK BOARD MEMBER 0.00 X 0 0 0 DAVID STACK BOARD MEMBER 0.00 X 0 0 0 MELISSA WHITE BOARD MEMBER 0.00 X 0 0 0 JOHN SPEARMAN BOARD MEMBER 0.00 X 0 0 0 74662 0 0 0 0 0 0 0 61414 241783 303197 FALL EVENT 900099 5625 5625 LAND TRUST DAY 900099 2502 2502 8127 21922 21922 1822 0 1822 1822 1822 3576 3581 -5 -5 335063 8127 0 23739 182212 100217 49197 32798 15209 6844 3802 4563 9996 4998 2199 2799 7600 7600 24108 23554 277 277 6396 2168 1877 2351 13872 6936 3052 3884 5531 4846 408 277 2388 955 955 478 1194 597 263 334 11365 8875 1096 1394 MEMBERSHIP EVENTS 5484 2742 2742 MISCELLANEOUS EXPENSES 3768 1583 1432 753 POSTAGE & DELIVERY 3768 1319 188 2261 TELEPHONE AND INTERNET 3464 1732 762 970 10577 1914 3136 5527 306932 176880 68644 61408 328034 127415 11127 10276 735 735 916321 12188 906314 904133 401185 631974 408396 401672 2055791 2076205 5147 2158 5147 2158 X 1442919 1351606 607725 722441 2050644 2074047 2055791 2076205 X 28131 -9272 5531 -987 X 0 1 X 1 0 X 703053 341629 553445 244285 305728 2148140 6265 38693 17945 10230 8127 81260 709318 380322 571390 254515 313855 2229400 0 0 0 2229400 10004 10698 8223 13012 21922 63859 7108 7108 10004 10698 15331 13012 21922 70967 719322 391020 586721 267527 335777 2300367 0.96910 0.97480 0.03090 0.02520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 132 57668.00 0 0 0 1 1 500.00 30000 408396 11237 13401 4560 401672 363554 60764 12301 3621 408396 334810 43829 11694 3391 363554 355628 -3637 14330 2851 334810 307493 64621 13580 2906 355628 0.07000 0.93000 1 0 899345 899345 16976 12188 4788 904133 MORGAN STANLEY - UNRESTRICTED 350794 F MORGAN STANLEY - TEMP RESTRICT 281180 F 631974 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION: 401672 401672 345447 -9272 5531 3581 -160 345607 -10544 -10544 335063 322044 3581 3581 318463 -10544 -987 -11531 306932 PART II, LINE 9: ALTHOUGH CONSERVATION EASEMENTS ARE REAL PROPERTY RIGHTS, THEY POSSESS LITTLE OR NO MARKET VALUE DUE TO A RESALE MARKET THAT IS ESSENTIALLY LIMITED TO THE OWNER OF THE FEE TITLE OF THE RESTRICTED PROPERTY. BECAUSE OF THIS LIMITED MARKET AND DUE TO THE OBLIGATIONS INHERENT IN EASEMENT OWNERSHIP, CONGAREE LAND TRUST'S EASEMENT HOLDINGS ARE NOT REFLECTED ON THE FINANCIALS STATEMENTS EITHER AS ASSETS OR LIABILITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: OTHER PART XII, LINE 2D - OTHER ADJUSTMENTS: OTHER PART XII, LINE 4B - OTHER ADJUSTMENTS: BOOK/TAX DEPRECIATION DIFFERENCE X X X 0 0 0 0 0 0 0 0 0 FORM 990, PART III, LINE 4D - ALL OTHER ACCOMPLISHMENT THE CONGAREE LAND TRUST WORKED TO CONSERVE AND PRESERVE CONSERVATION EASEMENTS TOTALING OVER 53,236 ACRES OF NATURAL AND SCENIC LANDS, FARMS, WATERWAYS, FORESTS, AND NATURAL AREAS IN CENTRAL SOUTH CAROLINA, BY ASSISTING LANDOWNERS WITH VOLUNTARY CONSERVATION. THE LAND TRUST WORKS WITH PRIVATE LANDOWNERS TO PROTECT LAND PRIMARILY THROUGH ESTABLISHING, CREATING, AND MONITORING PERPETUAL CONSERVATION EASEMENTS - RECORDED LEGAL AGREEMENTS THAT PROTECT THE LAND'S NATURAL AND SCENIC FEATURES BY RESTRICTING ITS USE AND DEVELOPMENT. THE LAND TRUST HOLDS THE CONSERVATION EASEMENT AND ACCEPTS RESPONSIBILITY FOR MONITORING COMPLIANCE WITH THE TERMS OF THE EASEMENT AND FOR DEFENDING THE EASEMENT SHOULD THE TERMS BE THREATENED OR VIOLATED. THE CONGAREE LAND TRUST ALSO PROVIDES EDUCATION, TRAINING, CONFERENCES, EVENTS, AND LITERATURE TO ITS INDIVIDUAL AND CORPORATE MEMBERS AND THE GENERAL PUBLIC TO ENCOURAGE CONSERVATION AND APPRECIATION OF THE NATURAL AND SCENIC AREAS IN ITS AREA. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE TREASURER AND THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ANY EMPLOYEE OR DIRECTOR OF THE LAND TRUST AND ANY RELATED ORGANIZATION OR CLOSE RELATIVE OF AN EMPLOYEE OR DIRECTOR OF THE LAND TRUST. THE DECISIONS AS TO WHETHER A CONFLICT OF INTEREST EXISTS IS DETERMINED BY THE BOARD. THE BOARD MAY SEEK OUTSIDE ASSISTANCE IN MAKING THIS DETERMINATION. IF A CONFLICT OF INTEREST EXIST, THE BOARD MAY APPROVE OR REJECT THE PROJECT BASED ON THE FACTS AND CIRCUMSTANCES OR SEEK ADDITIONAL INFORMATION. REGARDLESS OF THE DETERMINATION, THE AFFECTED DIRECTOR OR EMPLOYEE SHALL NOT HAVE PARTICIPATED IN THE VOTE APPROVING THE TRANSACTION OR ANY DISCUSSIONS OF OR BEFORE THE BOARD AT THE TIME THE BOARD VOTED THEREON. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD WILL REVIEW COMPARABLE DATA SUCH AS THE LAND TRUST ALLIANCE SURVEY FOR COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND MAY BE OBTAINED THROUGH THE SOUTH CAROLINA SECRETARY OF STATE. FORM 990, PART XI, LINE 9: BOOK/TAX DEPRECIATION ADJUSTMENT -987.