Civic Intelligence

Naturaland Trust

990 • Fiscal year 2020 • EIN 23-7293632

Apr 01, 2019 to Mar 31, 2020 • Filed on Jan 14, 2021

Post Office Box 728Greenville, SC 29602

(864) 242-8255

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.05x

Higher debt load relative to assets than 26% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

51st percentile

0.29x

Higher debt load relative to revenue than 51% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

43rd percentile

4.6%

Faster asset growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

57%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$24,541,304

Up $1,073,807 (+4.6%) from 2019

Net Assets

Up

$23,405,111

Up $2,233,535 (+11%) from 2019

Liabilities

Down

$1,136,193

Down $1,159,728 (-51%) from 2019

Revenue

Up

$3,870,174

Up $1,401,450 (+57%) from 2019

Expenses

Up

$1,199,289

Up $258,726 (+28%) from 2019

Net Income

Up

$2,670,885

Up $1,142,724 (+75%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2011: $3,573,086Liabilities 2011: $0Net Assets 2011: $3,573,0862011Assets 2012: $4,237,547Liabilities 2012: $80Net Assets 2012: $4,237,4672012Assets 2013: $5,728,844Liabilities 2013: $147,121Net Assets 2013: $5,581,7232013Assets 2014: $10,524,198Liabilities 2014: $1,043,373Net Assets 2014: $9,480,8252014Assets 2015: $14,492,136Liabilities 2015: $682,956Net Assets 2015: $13,809,1802015Assets 2016: $17,373,950Liabilities 2016: $445,087Net Assets 2016: $16,928,8632016Assets 2017: $18,634,684Liabilities 2017: $558,569Net Assets 2017: $18,076,1152017Assets 2018: $22,954,027Liabilities 2018: $3,070,826Net Assets 2018: $19,883,2012018Assets 2019: $23,467,497Liabilities 2019: $2,295,921Net Assets 2019: $21,171,5762019Assets 2020: $24,541,304Liabilities 2020: $1,136,193Net Assets 2020: $23,405,1112020Assets 2021: $30,619,974Liabilities 2021: $1,196,191Net Assets 2021: $29,423,7832021Assets 2022: $32,395,718Liabilities 2022: $1,399,600Net Assets 2022: $30,996,1182022Assets 2023: $33,968,816Liabilities 2023: $705,527Net Assets 2023: $33,263,2892023Assets 2024: $48,460,549Liabilities 2024: $11,305,547Net Assets 2024: $37,155,0022024Assets 2025: $58,195,975Liabilities 2025: $12,903,283Net Assets 2025: $45,292,6922025

Highlighted filing

2020

Assets$24,541,304
Liabilities$1,136,193
Net Assets$23,405,111

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0Expenses 2011: $507,8302011Expenses 2012: $232,1322012Expenses 2013: $1,557,4902013Revenue 2014: $4,090,448Expenses 2014: $251,363Net Income 2014: $3,839,0852014Revenue 2015: $5,520,962Expenses 2015: $1,203,081Net Income 2015: $4,317,8812015Revenue 2016: $3,616,651Expenses 2016: $304,445Net Income 2016: $3,312,2062016Revenue 2017: $1,258,955Expenses 2017: $334,441Net Income 2017: $924,5142017Revenue 2018: $2,105,109Expenses 2018: $491,228Net Income 2018: $1,613,8812018Revenue 2019: $2,468,724Expenses 2019: $940,563Net Income 2019: $1,528,1612019Revenue 2020: $3,870,174Expenses 2020: $1,199,289Net Income 2020: $2,670,8852020Revenue 2021: $4,081,165Expenses 2021: $298,132Net Income 2021: $3,783,0332021Revenue 2022: $3,710,257Expenses 2022: $408,879Net Income 2022: $3,301,3782022Revenue 2023: $2,792,460Expenses 2023: $434,480Net Income 2023: $2,357,9802023Revenue 2024: $4,098,284Expenses 2024: $323,821Net Income 2024: $3,774,4632024Revenue 2025: $8,682,962Expenses 2025: $542,943Net Income 2025: $8,140,0192025

Highlighted filing

2020

Revenue$3,870,174
Expenses$1,199,289
Net Income$2,670,885
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jan 14, 2021
Return Version
2019v5.0
Gross Receipts
$3,870,174
Mission and Program Overview

Mission

Performing activities pursuant to the maintenance and preservation of natural areas for the benefit of the public

Performing activities pursuant to the maintenance and preservation of natural areas for the benefit of the public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$19,609,058$20,934,129▲ $1,325,071
Investments in Publicly Traded Securities$2,788,881$2,028,222▼ $760,659
Investments Other Securities$1,023,812$1,479,400▲ $455,588
Savings and Temporary Cash Investments$36,068$57,240▲ $21,172
Prepaid Expenses and Deferred Charges$9,678$32,316▲ $22,638
Pledges and Grants Receivable-$10,000-
Cash and Non-Interest-Bearing Accounts-$-3-
Total Assets$23,467,497$24,541,304▲ $1,073,807
Liabilities
Other Liabilities$2,292,274$1,136,193▼ $1,156,081
Accounts Payable and Accrued Expenses$3,647--
Total Liabilities$2,295,921$1,136,193▼ $1,159,728
Net Assets / Fund Balance
Net Assets With Donor Restrictions$13,354,402$14,832,143▲ $1,477,741
Net Assets Without Donor Restrictions$7,817,174$8,572,968▲ $755,794
Total Net Assets Fund Balance$21,171,576$23,405,111▲ $2,233,535
Total Liabilities and Net Assets / Fund Balance$23,467,497$24,541,304▲ $1,073,807

Asset Categories

AssetBook ValueDepreciationBasis
Land$20,934,129-$20,934,129
Leasehold Improvements-$59,154$59,154
Other Securities$726,870--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Frank S Holleman IiiPresident
Ben Geer KeysTrustee
CRYSTAL BALL O'CONNORTrustee
Doug HarperTrustee
Glenn HilliardTrustee
Wes CoolerTrustee
Mac StoneExecutive Di
Fannie I CromwellSecretary
Cary H HallVice Pres/tr
Bradford WycheVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$3,621,159
Program Service Revenue
$-5,070
Investment Income
$228,075
Other Revenue
$26,010
All Other Contributions
$3,393,512
Change in Net Assets
$2,670,885

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$99,764Market Value
Total Noncash Contributions1$99,764-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,870,174
Revenue Not Reported on Form 990
$-437,350
Total Revenue per Audited Statements
$3,432,824
Total Revenue per Form 990
$3,870,174
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$845,604
Other Expenses$353,685
Total Fundraising Expense$20,400
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$845,604--$845,604
Interest$99,280--$99,280
Fees for Services Management$40,800$6,800$20,400$68,000
Fees for Services Accounting-$27,200-$27,200
Occupancy-$20,792-$20,792
Insurance-$8,061-$8,061
Fees for Services Other-$4,304-$4,304
Other Expenses$15,350$2,499-$2,499
Office Expenses-$940-$940
Fees for Services Legal-$500-$500
All Other Expenses-$123-$123
Total Functional Expenses$1,056,034$122,855$20,400$1,199,289

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,199,289
Total Expenses per Audited Statements$1,199,289
Total Expenses per Form 990$1,199,289
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Upstate ForeverGreenville, SC501c3-$9,568
Oconee CountyWalhalla, SCGov--
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Executive DirContracted StaffingNo$68,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loan Payable$1,082,567
Contingent Liability Sc Cons. Bank$53,626
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

A copy of the 2015 form 990 was not provided to the entire board. An appropriate officer of the board was designated to review the 990 on behalf of the board of directors.

Form 990, Page 6, Part VI, Line 12C

The organization does not currently have a conflict of interest policy in place.

Form 990, Page 6, Part VI, Line 19

The organization makes its form 990 available upon request. Additionally, recent filings of the form can be found on guidestar.org.

Filing and Contact Details

Filer

Filer Name
Naturaland Trust
EIN
23-7293632
Phone
8642428255
Address
POST OFFICE BOX 728, GREENVILLE, SC 29602

Signing Officer

Name
Cary H Hall
Title
Vice Pres/treasurer
Phone
8642428255
Signed
2021-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cary H Hall
Formed
1973
Legal Domicile
Sc
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Greene Finney Llp
Address
211 E BUTLER RD STE C6, MAULDIN, SC 29662
Preparer
Susan Denise Eidson CPA
Phone
8644517381
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Our mission for the past 40 years has been to protect "a few special places...in trust for the future." the places we strive to protect include the blue ridge escarpment - the magnificent "blue wall," key upstate south carolina rivers, waterfalls and riparian resources and other important natural areas. We accomplish this by working with landowners, other land trusts, government agencies and foundations to secure title, conservation easements or other protected status in perpetuity for these important natural lands and resources.

Form 990, Page 2, Part III, Line 4A

The following parcels were acquired by purchase or received as a donation to further the preservation of natural areas for the benefit of the public. Expenses include costs associated with the servicing of the assets, but not the asset cost. The following parcels were purchased: 1. Boones creek oconee bell preserve this property, 40 acres, was purchased to protect plants and their habitat. 2. Chauga heights 218 acres adjoing chau ram county park purchased to protect the large contiguous forest containing headwater streams and the floodplain along a one mile stretch of the river. 3. Big rock lake ramey purchased 12 acres adjacent to big rock mountain to improve public access to nine times forest. New trails were built for hikers and climbers. 4. Mckinney creek oconee bell preserve purchased 193 acres to protect the critical habitat for the oconee bell plant and other rare and endangered species. 5. Gap creek access tract the jones gap access tract was purchased and is a corridor along gap creek, bordered by canopied mountains provides a respite from summer temperatures and leads to an array of unique mountain flora, fauna and vistas that decades ago, inspired the creation of jones gap state park. This property is a natural continuation of the park.

Form 990, Page 2, Part III, Line 4B

Easements were placed on the following parcels for the benefit of the public and donated: 1. Chauga heights - easement given to upstate forever. The easement was placed on the property before we transfer it to oconee county - value 382,737. 2. Oconee village/town - easement given to upstate forever. The easement was placed on the property before we transfer it to sc department of parkes & recreation - vaule 67,000. Properties donated for the benefit of the public: 1. Chauga heights 218 acres - donated to oconee county - value 382,737. 2. Oconee village/town - donated to sc department of parks & recreation - value 3,562. Cash grants were given to the following: 1. Upstate forever - 9,568

Form 990, Part XI, Line 9

K1 ITEMS 6,027

Financial Statement Notes

Schedule D, Page 1, Part II, Line 9

Intangible assets comprised of listed rights and/or restrictions over the owned property that are conveyed by a property owner to the trust, in perpetuity, in order to protect the owned property as a significant natural area. These intangible assets may be sold or transferred to others so long as the assignee agrees to carry out, in perpetuity, the conservation purposes intended by the original grantor. Contributed conservation easements held by the trust are not recorded because easements do not represent economic assets or resources. The general practice of the trust is to convey all future easements to a third party. Purchased conservation easements are expensed on the date purchased.

Schedule D, Page 4, Part XI, Line 2D

K1 ITEMS 6,027

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IRS990/IndependentVotingMemberCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt08061
IRS990/InsuranceGrp/TotalAmt08061
IRS990/InterestGrp/ProgramServicesAmt099280
IRS990/InterestGrp/TotalAmt099280
IRS990/InvestmentIncomeGrp/ExclusionAmt056218
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056218
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01023812
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01479400
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02788881
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02028222
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt059154
IRS990/LandBldgEquipBasisNetGrp/BOYAmt019609058
IRS990/LandBldgEquipBasisNetGrp/EOYAmt020934129
IRS990/LandBldgEquipCostOrOtherBssAmt020993283
IRS990/LegalDomicileStateCd0SC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt0-28707
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0-29783
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt0-1076
IRS990/MissionDesc0OUR MISSION FOR THE PAST 40 YEARS HAS BEEN TO PROTECT "A FEW SPECIAL PLACES...IN TRUST FOR THE FUTURE." THE PLACES WE STRIVE TO PROTECT INCLUDE THE BLUE RIDGE ESCARPMENT - THE MAGNIFICENT "BLUE WALL," KEY UPSTATE SOUTH CAROLINA RIVERS, WATERFALLS AND RIPARIAN RESOURCES AND OTHER IMPORTANT NATURAL AREAS. WE ACCOMPLISH THIS BY WORKING WITH LANDOWNERS, OTHER LAND TRUSTS, GOVERNMENT AGENCIES AND FOUNDATIONS TO SECURE TITLE, CONSERVATION EASEMENTS OR OTHER PROTECTED STATUS IN PERPETUITY FOR THESE IMPORTANT NATURAL LANDS AND RESOURCES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt021171576
IRS990/NetAssetsOrFundBalancesEOYAmt023405111
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0171857
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0171857
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt06000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt06000
IRS990/NetUnrelatedBusTxblIncmAmt017520
IRS990/NetUnrlzdGainsLossesInvstAmt0-443377
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07817174
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08572968
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt099764
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt020792
IRS990/OccupancyGrp/TotalAmt020792
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0940
IRS990/OfficeExpensesGrp/TotalAmt0940
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt06027
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1INVESTMENT FEES
IRS990/OtherExpensesGrp/Desc2PROPERTY SALES EXPENSE
IRS990/OtherExpensesGrp/Desc3CONTRIBUTIONS TO OTHERS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015522
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt136114
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22499
IRS990/OtherExpensesGrp/ProgramServicesAmt055000
IRS990/OtherExpensesGrp/ProgramServicesAmt115350
IRS990/OtherExpensesGrp/TotalAmt070522
IRS990/OtherExpensesGrp/TotalAmt136114
IRS990/OtherExpensesGrp/TotalAmt215350
IRS990/OtherExpensesGrp/TotalAmt32499
IRS990/OtherLiabilitiesGrp/BOYAmt02292274
IRS990/OtherLiabilitiesGrp/EOYAmt01136193
IRS990/OtherRevenueMiscGrp/BusinessCd0812900
IRS990/OtherRevenueMiscGrp/Desc0SALE OF HUNTING PERMITS
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc2CONNECTOR PLUS LLC
IRS990/OtherRevenueMiscGrp/ExclusionAmt024684
IRS990/OtherRevenueMiscGrp/ExclusionAmt1389
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt024720
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt124684
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2389
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt024720
IRS990/OtherRevenueTotalAmt020010
IRS990/PartialLiquidationInd0false
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt010000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09678
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt032316
IRS990/PrincipalOfficerNm0CARY H HALL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0RENAISSANCE MAN
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0-5070
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0-5070
IRS990/ProgSrvcAccomActy2Grp/Desc0EASEMENTS WERE PLACED ON THE FOLLOWING PARCELS FOR THE BENEFIT OF THE PUBLIC AND DONATED: 1. CHAUGA HEIGHTS - EASEMENT GIVEN TO UPSTATE FOREVER. THE EASEMENT WAS PLACED ON THE PROPERTY BEFORE WE TRANSFER IT TO OCONEE COUNTY - VALUE 382,737. 2. OCONEE VILLAGE/TOWN - EASEMENT GIVEN TO UPSTATE FOREVER. THE EASEMENT WAS PLACED ON THE PROPERTY BEFORE WE TRANSFER IT TO SC DEPARTMENT OF PARKES & RECREATION - VAULE 67,000. PROPERTIES DONATED FOR THE BENEFIT OF THE PUBLIC: 1. CHAUGA HEIGHTS 218 ACRES - DONATED TO OCONEE COUNTY - VALUE 382,737. 2. OCONEE VILLAGE/TOWN - DONATED TO SC DEPARTMENT OF PARKS & RECREATION - VALUE 3,562. CASH GRANTS WERE GIVEN TO THE FOLLOWING: 1. UPSTATE FOREVER - 9,568
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0845604
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0845604
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01966317
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0527484
IRS990/PYInvestmentIncomeAmt0453014
IRS990/PYOtherExpensesAmt0413079
IRS990/PYOtherRevenueAmt049293
IRS990/PYProgramServiceRevenueAmt0100
IRS990/PYRevenuesLessExpensesAmt01528161
IRS990/PYTotalExpensesAmt0940563
IRS990/PYTotalRevenueAmt02468724
IRS990/ReconcilationRevenueExpnssAmt02670885
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt06000
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0-5070
IRS990/SavingsAndTempCashInvstGrp/BOYAmt036068
IRS990/SavingsAndTempCashInvstGrp/EOYAmt057240
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 70,540
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03621159
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01966317
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01742785
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01089406
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03725655
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012145322
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt033931
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt092597
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt088697
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0129169
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt053043
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0397437
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt07530
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt013980
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt056560
IRS990ScheduleA/OtherIncome170Grp/TotalAmt070540
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67410
IRS990ScheduleA/PublicSupportPY170Pct00.90400
IRS990ScheduleA/PublicSupportTotal170Amt08579422
IRS990ScheduleA/SubstantialContributorsTotAmt03565900
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03621159
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01966317
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01742785
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01089406
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03725655
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012145322
IRS990ScheduleA/TotalSupportAmt012726992
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt047328
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt025176
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt015413
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt025776
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0113693
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt01199289
IRS990ScheduleD/LandGrp/BookValueAmt020934129
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt020934129
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt059154
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt059154
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-443377
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01082567
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt153626
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LOAN PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CONTINGENT LIABILITY SC CONS. BANK
IRS990ScheduleD/OtherRevenueAmt06027
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0752530
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1726870
IRS990ScheduleD/OtherSecuritiesGrp/Desc0REAL ESTATE INVEST COMPANIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MONEY MARKET FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/PreservationPublicUseInd0X
IRS990ScheduleD/ProtectionNaturalHabitatInd0X
IRS990ScheduleD/RevenueNotReportedAmt0-437350
IRS990ScheduleD/RevenueSubtotalAmt03870174
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INTANGIBLE ASSETS COMPRISED OF LISTED RIGHTS AND/OR RESTRICTIONS OVER THE OWNED PROPERTY THAT ARE CONVEYED BY A PROPERTY OWNER TO THE TRUST, IN PERPETUITY, IN ORDER TO PROTECT THE OWNED PROPERTY AS A SIGNIFICANT NATURAL AREA. THESE INTANGIBLE ASSETS MAY BE SOLD OR TRANSFERRED TO OTHERS SO LONG AS THE ASSIGNEE AGREES TO CARRY OUT, IN PERPETUITY, THE CONSERVATION PURPOSES INTENDED BY THE ORIGINAL GRANTOR. CONTRIBUTED CONSERVATION EASEMENTS HELD BY THE TRUST ARE NOT RECORDED BECAUSE EASEMENTS DO NOT REPRESENT ECONOMIC ASSETS OR RESOURCES. THE GENERAL PRACTICE OF THE TRUST IS TO CONVEY ALL FUTURE EASEMENTS TO A THIRD PARTY. PURCHASED CONSERVATION EASEMENTS ARE EXPENSED ON THE DATE PURCHASED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1K1 ITEMS 6,027
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 1, PART II, LINE 9
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/TotalAcreageCnt0258.34
IRS990ScheduleD/TotalBookValueLandBuildingsAmt020934129
IRS990ScheduleD/TotalBookValueSecuritiesAmt01479400
IRS990ScheduleD/TotalEasementsCnt03
IRS990ScheduleD/TotalExpensesPerForm990Amt01199289
IRS990ScheduleD/TotalLiabilityAmt01136193
IRS990ScheduleD/TotalRevenuePerForm990Amt03870174
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03432824
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01199289
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt09568
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1GOV
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt0449737
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt1382737
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UPSTATE FOREVER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1OCONEE COUNTY
IRS990ScheduleI/RecipientTable/RecipientEIN0571070433
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0507 PEGGIGRU STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1415 S PINE ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GREENVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WALHALLA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1SC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd029601
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd129691
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0UPSTATE FOREVER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0EXECUTIVE DIR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt068000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0CONTRACTED STAFFING
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0THE TRUST ENGAGES THE SERVICES OF THE LAW FIRM OF WYCHE, P.A. TO PERFORM THE ACCOUNTING WORK FOR THE TRUST. CERTAIN BOARD MEMBERS OF THE TRUST ARE ALSO PARTNERS IN THIS FIRM. THE LAW FIRM DOES A SIGNIFICANT AMOUNT OF LEGAL WORK FOR THE TRUST ON A PRO BONO BASIS AND DOES NOT CHARGE FOR THE TIME SPENT BY THE LAW FIRM PARTNERS SERVING AS OFFICERS AND DIRECTORS OF THE TRUST. WHEN THE LAW FIRM DOES CHARGE FOR LEGAL WORK IT PROVIDES A 15% DISCOUNT. THERE WERE NO AMOUNTS PAID IN THE YEAR ENDED MARCH 31, 2020 OR 2019. THE TRUST ENGAGES THE SERVICES OF UPSTATE FOREVER STAFFING. CERTAIN BOARD MEMBERS OF THE TRUST ARE ALSO MEMBERS OF MANAGEMENT OF UPSTATE FOREVER. AMOUNTS PAID TO UPSTATE FOREVER TOTALED APPROXIMATELY 91,000 AND 81,000 FOR THE YEARS ENDED MARCH 31, 2020 AND 2019, RESPECTIVELY. THESE PAYMENTS ARE FOR STAFFING COSTS AND ARE PRESENTED IN CONTRACTED SERVICES IN THE STATEMENT OF ACTIVITIES.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0MARKET VALUE

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$58.2$12.9$45.3$8.68$0.54$8.14
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.5$11.3$37.2$4.10$0.32$3.77
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.0$0.71$33.3$2.79$0.43$2.36
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.4$1.40$31.0$3.71$0.41$3.30
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.6$1.20$29.4$4.08$0.30$3.78
2020Detailed filing. Detailed filing data is available for this year.$24.5$1.14$23.4$3.87$1.20$2.67
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.5$2.30$21.2$2.47$0.94$1.53
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.0$3.07$19.9$2.11$0.49$1.61
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.6$0.56$18.1$1.26$0.33$0.92
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$0.45$16.9$3.62$0.30$3.31
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$0.68$13.8$5.52$1.20$4.32
2014Detailed filing. Detailed filing data is available for this year.$10.5$1.04$9.48$4.09$0.25$3.84
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.73$0.15$5.58$1.56
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.24$0.00$4.24$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.57$0.00$3.57$0.51