Form990
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Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 01-01-2015 , and ending 12-31-2015
BCheck if applicable:
CName of organization
HISTORIC CHARLESTON FOUNDATION
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
PO BOX 1120
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLESTON, SC29402
D Employer identification number

57-6000599
E Telephone number

G Gross receipts $ 7,717,351
F Name and address of principal officer:
KATHARINE ROBINSON
PO BOX 1120
CHARLESTON,SC29402
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.HISTORICCHARLESTON.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1947
M State of legal domicile: SC
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: HISTORIC CHARLESTON FOUNDATION IS DEDICATED TO PRESERVING AND PROTECTING THE HISTORICAL, ARCHITECTURAL AND CULTURAL CHARACTER OF CHARLESTON AND ITS HISTORIC ENVIRONS, AND TO EDUCATING THE PUBLIC ABOUT CHARLESTON'S HISTORY AND THE BENEFITS THAT ARE DERIVED FROM PRESERVATION.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 30
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 28
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 144
6 Total number of volunteers (estimate if necessary) ............. 6 623
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 983,634 2,261,579
9 Program service revenue (Part VIII, line 2g) ......... 2,279,671 2,244,044
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 476,142 347,128
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,340,266 1,309,279
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 5,079,713 6,162,030
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 72,773
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 2,044,151 2,147,999
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet364,422    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,483,207 2,434,422
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 4,527,358 4,655,194
19 Revenue less expenses. Subtract line 18 from line 12....... 552,355 1,506,836
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 24,287,560 25,219,620
21 Total liabilities (Part X, line 26)............. 2,090,100 1,931,391
22 Net assets or fund balances. Subtract line 21 from line 20..... 22,197,460 23,288,229
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
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Firm's name MediumBullet
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Cat. No. 11282Y Form 990 (2015)
Form 990 (2015)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: HISTORIC CHARLESTON FOUNDATION IS DEDICATED TO PRESERVING AND PROTECTING THE HISTORICAL, ARCHITECTURAL AND CULTURAL CHARACTER OF CHARLESTON AND ITS HISTORIC ENVIRONS, AND TO EDUCATING THE PUBLIC ABOUT CHARLESTON'S HISTORY AND THE BENEFITS THAT ARE DERIVED FROM PRESERVATION.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 729,452 including grants of $ 72,178 ) (Revenue $ 19,859 )
PRESERVATION SERVICES - HISTORIC CHARLESTON FOUNDATION (HCF) IS ONE OF THE NATION'S OLDEST AND MOST RESPECTED HISTORIC PRESERVATION ORGANIZATIONS. FOUNDED IN 1947 BY A GROUP OF CONCERNED LOCAL CITIZENS, THE FOUNDATION CONTINUES ITS IMPORTANT ROLE IN REVITALIZING CHARLESTON AND PRESERVING THE CITY'S HISTORIC ARCHITECTURE AND NEIGHBORHOODS. HCF IS CURRENTLY ONE OF THE MOST INNOVATIVE AND EFFECTIVE PRESERVATION ADVOCACY ORGANIZATIONS IN THE UNITED STATES.THE FOUNDATION CREATED THE NATION'S FIRST REVOLVING FUND FOR NEIGHBORHOODS, SAVING AND PROTECTING 140 HISTORIC STRUCTURES, AND STRESSING THE IMPORTANCE OF REVITALIZING ENTIRE NEIGHBORHOODS RATHER THAN JUST INDIVIDUAL BUILDINGS. ITS ANSONBOROUGH PROJECT IS CREDITED WITH INSPIRING COMMUNITY-BASED CONSERVATION EFFORTS IN HISTORIC NEIGHBORHOODS THROUGHOUT THE NATION. IN 2015, THE FOUNDATION STABILIZED 35 LEGARE STREET, THE REBECCA SCREVEN HOUSE, C.1790. LOCATED ON A PRIME SECTION OF LEGARE STREET, THE HOUSE IS ONE OF A DWINDLING NUMBER OF HOUSES WITH EXTRAORDINARY SURVIVING HISTORIC FABRIC. A BOX GUTTER CAUSED CONSIDERABLE INTERIOR DAMAGE AND AS A RESULT, WINDOWS, EXTERIOR SIDING AND FLOOR JOISTS WERE REPLACED. THE FOUNDATION'S NEIGHBORHOOD IMPACT INITIATIVE IS AN ARM OF THE REVOLVING FUND. ESTABLISHED IN 1995, THE GOAL OF THE PROJECT IS TO BE A CATALYST FOR THE PRESERVATION OF ENTIRE NEIGHBORHOODS BY REHABILITATING DETERIORATED PROPERTIES WITH ARCHITECTURAL MERIT, WHILE ALSO PREVENTING DISPLACEMENT OF RESIDENTS. IN 2015 HCF PROVIDED FUNDING TO RESTORE A SECOND HOUSE ON ROMNEY STREET IN THE CENTRAL PENINSULA AREA. ADDITIONALLY, PROGRESS WAS MADE WITH THE ROMNEY URBAN GARDEN, A JOINT PROJECT WITH NEW ISRAEL REFORMED EPISCOPAL CHURCH WHICH OWNED AN ABANDONED LOT ON ROMNEY STREET. THE COMMUNITY GARDEN FLOURISHES AND A COB OVEN, INSTALLED IN 2015 BY HCF VIA A COMMUNITY WORKSHOP, HAS ALLOWED THE RESIDENTS TO ENJOY FRESH-BAKED PIZZA AND BERRY PIES WITH PRODUCE AND HERBS PRODUCED FROM THE GARDEN. THE ROMNEY URBAN GARDEN CONTINUES TO BE A POPULAR NEIGHBORHOOD MEETING SPOT.HISTORIC CHARLESTON FOUNDATION ALSO IS KNOWN AS AN INNOVATOR IN HISTORIC EASEMENT AND COVENANT PROGRAMS. THE FOUNDATION HOLDS 446 EASEMENT AND COVENANT PROPERTIES, WHICH PROTECT HISTORIC BUILDINGS IN THE CITY AND OUTLYING AREAS AS WELL AS AROUND 2080 ACRES OF OPEN LAND OF HISTORIC SIGNIFICANCE. PROPERTIES PROTECTED BY EASEMENTS AND COVENANTS HELD BY HCF ARE AS DIVERSE AS THE MAGNIFICENT WILLIAM GIBBES HOUSE IN CHARLESTON TO AULDBRASS NEAR BEAUFORT, SC, THE ONLY PLANTATION DESIGNED BY FRANK LLOYD WRIGHT. THROUGH ITS DEDICATED EASEMENTS MANAGER, THE FOUNDATION PROVIDES TECHNICAL OUTREACH TO ALL OF OUR EASEMENT AND COVENANT PROPERTY OWNERS, HELPING WITH APPROPRIATE CONSERVATION TECHNIQUES FOR ISSUES RANGING FROM BRICK RE-POINTING TO WINDOW RESTORATION TO THE CLEANING OF ARCHITECTURAL STONE.HISTORIC CHARLESTON FOUNDATION HAS AN ACTIVE ADVOCACY ARM THAT CONTINUALLY MONITORS AND ADDRESSES PRESERVATION AND DEVELOPMENT ISSUES ACROSS THE CITY OF CHARLESTON. THE PRESERVATION DEPARTMENT ATTENDS WEEKLY ZONING AND DESIGN REVIEW HEARINGS TO PROVIDE HCF'S POSITION ON PROJECTS, AND MEETS REGULARLY WITH PROPERTY OWNERS, DEVELOPERS, AND ARCHITECTS TO REVIEW THEIR PROPOSED PROJECTS AND PROVIDE INPUT. SPECIAL PROJECTS INCLUDE RESEARCH AND DOCUMENTATION OF HISTORIC PROPERTIES, NATIONAL REGISTER NOMINATIONS AND ASSISTING THE CITY WITH THE DEVELOPMENT OF NEW PRESERVATION POLICIES.IN 2015, THE FOUNDATION BEGAN TAKING A LOOK AT BOTH THE REVOLVING FUND AND THE NEIGHBORHOOD IMPACT INITIATIVE PROGRAMS TO DEVELOP INNOVATIVE, MULTI-PRONGED STRATEGIES TAILORED TO MEET THE NEEDS OF 21ST CENTURY CHARLESTON AND ITS NEIGHBORHOODS. THIS A STUDY OF THE NORTH CENTRAL NEIGHBORHOOD WITH OUTSIDE CONSULTANTS WHO SPECIALIZE IN URBAN PLANNING. THE STUDY REVEALED THAT HOUSING PROCESS IN NORTH CENTRAL HAVE ESCALATED BY AS MUCH AS 79% SINCE 2009. HCF INITIATED CONVERSATION WITH THE CITY OF CHARLESTON OVER HOUSING AFFORDABILITY ON THE PENINSULA AND WILL CONTINUE TO SEEK SOLUTIONS TO MITIGATE THE LOSS OF CULTURAL CHARACTER OF THESE NEIGHBORHOODS AND TO CONVENE COMMUNITY PARTNERS TO ADDRESS HOUSING AFFORDABILITY ON THE PENINSULA. ONE OF THE MANY WAYS HISTORIC CHARLESTON FOUNDATION SEEKS TO PROTECT CHARLESTON'S ARCHITECTURAL, HISTORICAL AND CULTURAL INTEGRITY IS THROUGH SCHOLARLY RESEARCH AND DOCUMENTATION. THE MARGARETTA CHILDS ARCHIVES INCLUDE HISTORIC BUILDING DOCUMENTATION, PHOTOS, DRAWINGS, AND OTHER MATERIALS THAT ARE USEFUL TO THOSE RESEARCHING HISTORIC CHARLESTON. THE ONLINE CATALOGUE CONTAINS RECORDS FOR 2,176 BOOKS IN THE FOUNDATION'S LIBRARY AND 6,565 ITEMS FROM THE ARCHIVES, MAKING THE FOUNDATION'S ARCHIVES AND LIBRARY EVEN MORE ACCESSIBLE. HISTORIC CHARLESTON FOUNDATION ALSO IS AN ADVOCATE FOR ARCHAEOLOGY AND HAS SPONSORED INVESTIGATIONS AT ITS OWN MUSEUM HOUSES AS WELL AS PLANTATIONS AND OTHER HISTORIC SITES IN AND AROUND CHARLESTON. ARCHAEOLOGICAL DIGS HELP TO ANSWER QUESTIONS ABOUT CHARLESTON'S HISTORY THAT THE DOCUMENTARY RECORDS ALONE CANNOT PROVIDE. WORK HAS BEGUN ON THE EXCAVATION OF THE LAUNDRY AT AIKEN-RHETT HOUSE MUSEUM. THIS IS PARTICULARLY EXCITING AS THE LOCATION IS A PLACE WHERE ENSLAVED AFRICAN AMERICANS BOTH LIVED AND WORKED. THERE IS HIGH HOPE THAT THE ARTIFACTS WILL HELP TELL A MORE COMPLETE STORY OF THE LIVES OF THE ENSLAVED WORKERS.THE FOUNDATION'S PRESIDENT AND CEO CHAIRED A TOURISM MANAGEMENT ADVISORY COMMITTEE COMPRISED OF CITY STAFF AND TOURISM OFFICIALS THROUGHOUT CHARLESTON. IN 2015, CITY COUNCIL ADOPTED THE PLAN WHICH ADDRESSES LIVABILITY,QUALITY OF LIFE, TOURISM MANAGEMENT AND MOBILITY AND TRANSPORTATION ISSUES FOR RESIDENTS AND VISITORS. ONE OF THE MOST SIGNIFICANT CONTRIBUTIONS THAT HISTORIC CHARLESTON FOUNDATION HAS MADE TO THE CITY OF CHARLESTON WAS THE DEVELOPMENT OF A NEW PRESERVATION PLAN IN 2007-2008. THE PLAN EMPHASIZES THAT PRESERVATION ENCOMPASSES MORE THAN SAVING HISTORICALLY SIGNIFICANT BUILDINGS. RATHER, IT STATES, "PRESERVATION IS A SOCIAL, ECONOMIC AND CULTURAL ENDEAVOR THAT INCORPORATES HOW NEW DEVELOPMENT IS ADDED WITHIN THE HISTORIC DISTRICT AND BEYOND INTO OUTLYING AREAS OF THE LOWCOUNTRY." SOUND PRESERVATION PLANNING IS ALL THE MORE NECESSARY AS THE RANGE OF HISTORIC RESOURCES LOCATED IN CHARLESTON HAS BECOME MUCH BROADER AS THE CITY HAS GROWN. THE PRESERVATION PLAN FOR CHARLESTON PROVIDES A PIONEERING POLICY FRAMEWORK FROM WHICH THE CITY AND THE COMMUNITY AS A WHOLE CAN GROW IN A PRESERVATION-CENTRIC AND SUSTAINABLE MANNER FOR MANY YEARS TO COME. HISTORIC CHARLESTON FOUNDATION WORKS DILIGENTLY TO ENSURE THE IMPLEMENTATION OF THE PRESERVATION PLAN. IN 2015, HCF JOINED IN A LAWSUIT WITH THE CITY OF CHARLESTON, PRESERVATION SOCIETY OF CHARLESTON, CHARLESTOWNE NEIGHBORHOOD ASSOCIATION AND HARLESTON VILLAGE ASSOCIATION TO PROTECT THE CONSTITUTIONALITY OF THE BOARD OF ARCHITECTURAL REVIEW (BAR). THE SUIT WAS FILED BY THE DEVELOPER OVER DENIAL OF PLANS FOR THE RE-DEVELOPMENT OF THE SERGEANT JASPER SITE ON BROAD STREET AND LOCKWOOD BLVD.AS PART OF THE ON-GOING MONITORING OF THE PRESERVATION PLAN, HISTORIC CHARLESTON FOUNDATION ATTENDS ALL BOARD OF ARCHITECTURAL REVIEW AND BOARD OF ZONING APPEALS MEETINGS. ADDITIONALLY, HCF STAFF HAVE MET WITH DOZENS OF DEVELOPERS IN ADVANCE OF CITY BUILDING APPROVAL MEETINGS, PROVIDING FEEDBACK AND GUIDANCE ON CONCEPTUAL PLANS TO ENSURE PROPOSED DEVELOPMENT IS CONSISTENT WITH CITY PLANS, THAT BUILDING MATERIALS AND DESIGN ARE FOLLOW HIGH STANDARDS AND THAT THE DEVELOPMENT IS COMPATIBLE WITH SURROUNDING STRUCTURES.
4b (Code:   ) (Expenses $ 842,672 including grants of $   ) (Revenue $ 1,116,092 )
PUBLIC PROGRAMS - AS PART OF HCF'S MISSION TO EDUCATE THE PUBLIC ABOUT THE BENEFITS OF HISTORIC PRESERVATION, THE FOUNDATION PROVIDES TWO SPRING EVENTS WHICH ALLOW VISITORS TO LEARN ABOUT AND VISIT THE CITY'S FINEST HISTORIC PRIVATE HOUSES AND GARDENS, AS WELL AS STUDY AND/OR PURCHASE SOME OF THE NATION'S MOST IMPRESSIVE ANTIQUES. THE CHARLESTON ANTIQUES SHOW TAKES PLACE DURING THE FIRST WEEKEND OF THE FOUNDATION'S LONG RENOWNED ANNUAL SPRING FESTIVAL OF HOUSES AND GARDENS, WHICH RUNS MID-MARCH TO MID-APRIL. THE SPRING FESTIVAL IS AN AWARD-WINNING SERIES OF HERITAGE TOURS AND EDUCATIONAL SESSIONS, WHICH IN 2015 PROVIDED A RARE OPPORTUNITY FOR 15,767 VISITORS TO ENJOY BEHIND-THE-SCENES PEEKS AT SOME OF THE MOST MAGNIFICENT PRIVATE INTERIORS AND GARDENS IN ORDER TO LEARN MORE ABOUT CHARLESTON'S OLD AND HISTORIC DISTRICT, AN AREA CELEBRATED FOR ITS HISTORY AND ARCHITECTURE DATING FROM THE 18TH CENTURY. THE FESTIVAL COORDINATES THE EFFORTS OF NEARLY 150 HOMEOWNERS WHO HAVE GRANTED HCF THE PRIVILEGE OF SHARING THEIR PROPERTIES, AND MORE THAN 623COMMUNITY VOLUNTEERS WHO MAKE THESE TOURS POSSIBLE. PROCEEDS FROM THE FESTIVAL SUPPORT PRESERVATION PROGRAMS THROUGHOUT CHARLESTON AND ITS HISTORIC ENVIRONS.ESTABLISHED IN 2004, THE CHARLESTON ANTIQUES SHOW HAS QUICKLY BECOME A PREMIER DESTINATION FOR SEASONED COLLECTORS AS WELL AS THOSE WHO ENJOY SEEING AND LEARNING ABOUT THE DECORATIVE ARTS. AROUND 30 NATIONALLY RENOWNED DEALERS FEATURE A DIVERSE RANGE OF ANTIQUES FROM THE 17TH TO EARLY 20TH CENTURIES, INCLUDING AMERICAN, ASIAN AND EUROPEAN FURNITURE, SILVER AND PORCELAIN, TEXTILES, CERAMICS, VINTAGE JEWELRY AND CLOTHING AND GARDEN FURNITURE. MORE THAN 1,952 VISITORS IN 2015 ENJOYED LEARNING ABOUT ANTIQUES AND COLLECTING THROUGH EDUCATIONAL PROGRAMS AND EXCLUSIVE BEHIND-THE-SCENE-TOURS WITH EXPERTS. THE FOUNDATION OFFERS A LECTURE SERIES TIED TO ITS FRIENDS PROGRAM, WHICH OFFERS DONORS THE CHANCE TO ENGAGE REGULARLY IN UNIQUE EDUCATIONAL EVENTS. IN 2015 LECTURE TOPICS INCLUDED MODERN ARCHITECTURAL CONSERVATION, RESEARCHING HISTORY FOR FACT AND FICTION AND EDISTO ISLAND'S BRICK HOUSE RUINS. THE ART AND ARCHITECTURE LECTURE SERIES 2015 INCLUDED A SPECIAL LUNCHEON LECTURE FEATURING ANTIQUE TEXTILES BY F. SCHUMACHER & COMPANY WHICH MAINTAINS ONE OF THE MOST EXTENSIVE HISTORIC TEXTILE COLLECTIONS IN THE COUNTRY. THE SERIES CONCLUDED WITH A TRIP TO HISTORIC AIKEN AND EDGEFIELD.ADDITIONAL EDUCATION OPPORTUNITIES ARE OFFERED TO CHILDREN THROUGH FIELD PROGRAMS AND SUMMER PROGRAMS AT BOTH MUSEUM HOUSES. "CHILDREN'S DISCOVERY TOURS" HIGHLIGHTED TOPICS LIKE REVOLUTIONARY CHARLESTON, PIRATES, PERIOD TEA PARTIES WITH ALICIA RUSSELL AND GULLAH CULTURE. AS THE FOUNDATION EXPANDS ITS EDUCATIONAL OFFERINGS, MORE OPPORTUNITIES ARE SOUGHT WITH CHARLESTON COUNTRY SCHOOL DISTRICT. IN 2015, HCF WAS SELECTED AS AN ENRICHMENT PARTNER FOR CCSD'S AFTER-SCHOOL PROGRAM. DURING FALL OF 2015, HCF WORKED WITH MEMMINGER AND CHICORA EMELEMTARY SCHOOLS DELIVERING LOCAL HISTORY-BASED LESSONS THROUGH A HANDS-ON APPROACH OR LEARNING ACTIVITY. THE FOUNDATION CONTINUES TO GROW ITS CURRICULUM-BASED FIELD TRIP OPPORTUNITIES, TARGETING 2 - 8TH GRADES IN UNDERPERFORMING SCHOOLS. IN AN EFFORT TO CULTIVATE A BROADER DEMOGRAPHIC, THE FOUNDATION ESTABLISHED THE PRESERVISIONISTS IN 2012. RANGING UP TO THE AGE OF 40ISH, THE YOUNG PRESERVATION ENTHUSIASTS TOURED THE CIGAR FACTORY, A PRIME EXAMPLE OF ADAPTIVE REUSE AND MINGLED UNDER THE OAKS AT THE AIKEN-RHETT HOUSE MUSEUM.
4c (Code:   ) (Expenses $ 1,266,556 including grants of $   ) (Revenue $ 911,654 )
MUSEUMS - HCF FULFILLS ITS EDUCATIONAL MISSION THROUGH THE INTERPRETATION OF ITS COLLECTIONS AND TWO OUTSTANDING MUSEUM HOUSES: THE NATHANIEL RUSSELL HOUSE, C. 1808, AT 51 MEETING STREET, ONE OF AMERICA'S MOST SIGNIFICANT NEOCLASSICAL FEDERAL TOWNHOUSES; AND THE AIKEN-RHETT HOUSE, C. 1820, AT 48 ELIZABETH STREET, WHERE VISITORS CAN STEP BACK IN TIME TO EXPERIENCE LIFE IN ANTEBELLUM CHARLESTON. MORE THAN 82,200 VISITORS TOURED THE MUSEUM PROPERTIES IN 2015.HISTORIC CHARLESTON FOUNDATION PURCHASED THE NATHANIEL RUSSELL HOUSE, C. 1808, A NATIONAL HISTORIC LANDMARK, IN 1955. VISITORS CONTINUE TO ADMIRE THE GRAND FEDERAL-STYLE TOWNHOUSE OF PROMINENT MERCHANT, NATHANIEL RUSSELL. COMPLETED IN 1808 WHEN RUSSELL WAS 70 YEARS OLD, THE LAVISHLY ORNAMENTED HOUSE SERVES AS A TESTAMENT TO THE GREAT WEALTH HE ACCUMULATED OVER HIS DISTINGUISHED LIFETIME. THEN AS NOW, THE RUSSELL HOUSE IS CONSIDERED TO BE AMONG THE FINEST DWELLINGS IN CHARLESTON. THE HOUSE ALSO STANDS IN CONTRAST TO OTHER CONTEMPORARY CHARLESTON RESIDENCES WITH A UNIQUE GEOMETRIC FLOOR PLAN AND FINE ARCHITECTURAL DETAILING. THE INTERIOR BOASTS A SPACIOUS RECEPTION ROOM WITH INTRICATE GLAZED DOORS, AN ELEGANT FREE-FLYING STAIRCASE, AND ELABORATE TROMPE-L'OEIL DECORATION FROM THE FIRST TO THE THIRD FLOORS. PAINSTAKINGLY RESTORED TO ITS 1808 APPEARANCE, THE RUSSELL HOUSE ALSO SERVES AS THE IDEAL EXHIBITION SPACE FOR HCF'S OUTSTANDING COLLECTION OF FINE AND DECORATIVE ARTS. CURRENTLY, HISTORIC CHARLESTON FOUNDATION IS IMPLEMENTING A SOFT FURNISHINGS RENOVATION OF THE NATHANIEL RUSSELL HOUSE MUSEUM. AS PART OF THE RENOVATION, EXPERTS HAVE EXAMINED WINDOW CASINGS AND FOUND EVIDENCE TO SUPPORT THE DESIGN AND INSTALLATION OF APPROPRIATE PERIOD TEXTILES FOR THE DINING ROOM. ADDITIONALLY, AN INTRINSIC STUDY OF THE SECOND FLOOR BEDROOM WALL SURFACES AND ARCHITECTURAL ELEMENTS IS GUIDING THE RESTORATION OF THE BEDCHAMBER. THE SOFT FURNISHINGS RENOVATION WILL INCLUDE NEW BED HANGINGS AND WALL FINISHES. IN 2015, A PERIOD CARPET FOR THE OVAL DRAWING ROOM WAS INSTALLED. HAND-WOVEN IN HALIFAX, ENGLAND, THE SAME TECHNOLOGY AVAILABLE TO THE RUSSELL FAMILY IN 1808 WAS USED TO WEAVE THE PERIOD PIECE, INCLUDING THE USE OF HOLE-PUNCHED CUT CARDS TO GUIDE THE DESIGN. THE BRUSSELS CARPET WAS PRODUCED AFTER AN EARLY 19TH-CENTURY POINT PAPER AND INSTALLED USING THE TURN-AND-TACK METHOD REPLICATING THE SAME INSTALLATION PROCESS USED IN THE EARLY 19TH-CENTURY. IN ADDITION, THE MUSEUM ALSO FEATURES SEVERAL REINSTALLED PERIOD ROOMS AND TWO EXHIBITIONS. THE ORIGINAL KITCHEN BUILDING, WHERE ENSLAVED MEMBERS OF THE HOUSEHOLD BOTH LIVED AND WORKED, IS NOW DEVOTED TO INTERPRETIVE PROGRAMMING AND FEATURES THE EXHIBITION, SAMPLING HISTORY: THE PAINT ARCHAEOLOGY OF SUSAN L. BUCK IS A TEMPORARY EXHIBIT INSTALLED IN THE NRH ROTATING GALLERY. THE EXHIBITION EXPLORES THE INTERSECTION OF ART AND SCIENCE AND HOW SUSAN BUCK'S DISCOVERIES HAVE GUIDED AND CONTINUE TO INFORM PRESERVATION AND RESTORATION INITIATIVES AT NRH. WHEN VIEWED UNDER HIGH-POWERED MAGNIFICATION, THE PAINTS, PIGMENTS, FIBERS AND VARNISHES TRANSFORM INTO STRIKING WORKS OF ART. THE EXHIBIT WAS INSTALLED WHILE OBJECTS FROM THE COLLECTION NORMALLY HOUSED IN THE ROTATING GALLERY ARE ON DISPLAY IN THE AN EYE FOR OPULENCE EXHIBITION AT THE SOCIETY OF THE FOUR ARTS IN PALM BEACH. IN PARTNERSHIP WITH THE GIBBES MUSEUM AND WITH SUPPORT FROM DRAYTON HALL AND THE CHARLESTON MUSEUM, HCF PRODUCED CHARLESTON THROUGH THE LENS OF THE RIVERS COLLECTION AT THE SOCIETY OF THE FOUR ARTS IN PALM BEACH, FL. THE EXHIBITION WHICH CELEBRATED THE HOLDINGS OF JOHN M. RIVERS, JR. HIGHLIGHTED FINE AND DECORATIVE ARTS AND ALLOWED GUESTS TO LEARN ABOUT SOME OF THE TRADES IN CHARLESTON DURING THE MID-EIGHTEENTH TO EARLY NINETEENTH CENTURY. FEATURING LUXURY GOODS BOTH IMPORTED AND MADE IN THE CITY, THE OBJECTS TOLD THE STORY OF CHARLESTON'S PROSPERITY IN THE COLONIAL AND FEDERAL PERIODS.ALSO OPERATED AS A MUSEUM HOUSE IS THE AIKEN-RHETT HOUSE, C. 1820, BUILT BY JOHN ROBINSON AND GREATLY EXPANDED BY GOVERNOR AND MRS. WILLIAM AIKEN JR. IN THE 1830S. THE PROPERTY, WHICH REMAINED IN THE FAMILY UNTIL 1975, HAS SURVIVED AS A UNIQUE TIME CAPSULE, VIRTUALLY UNALTERED SINCE 1858. ORIGINAL DEPENDENCIES INCLUDE THE KITCHEN, SLAVES' QUARTERS, STABLE, COACH HOUSE AND PRIVIES. TOGETHER WITH THE MAIN HOUSE THESE STRUCTURES COMBINE TO FORM A RARE AND UNIQUE 19TH CENTURY URBAN COMPLEX. THE BUILDINGS AND THE ARTIFACTS WITHIN THEM POIGNANTLY ILLUSTRATE THE CONNECTIONS AMONG ALL MEMBERS OF THE HOUSEHOLD, THOSE WHO LIVED IN THE MAIN HOUSE AS WELL AS THOSE WHO LIVED AND WORKED AS ENSLAVED AFRICAN-AMERICANS ON THE PROPERTY. HISTORIC CHARLESTON FOUNDATION HAS ADOPTED A UNIQUE APPROACH TO ITS STEWARDSHIP OF THE HOUSE. THANKS IN GREAT PART TO A PRESTIGIOUS SAVE AMERICA'S TREASURES GRANT, HCF HAS RESTORED AND THUS PROTECTED THE BUILDING'S EXTERIOR TO ITS 1858-1860 APPEARANCE. THE PRESERVATION PLAN FOR THE ORIGINAL HISTORIC INTERIOR IS STABILIZATION AND CONSERVATION. THIS RARE APPROACH ENABLES THE INTERPRETATION OF THE HOUSE'S CONTINUED HABITATION AND ITS CHANGES OVER TIME AS NEW TECHNOLOGIES, SUCH AS GAS LIGHTING AND ELECTRICITY WERE ADOPTED. THE PERIOD FINISHES, SUCH AS ORIGINAL 19TH CENTURY WALLPAPERS, ALONE MAKE THE AIKEN-RHETT SITE ONE OF THE NATION'S MOST IMPORTANT HOUSE MUSEUMS, AND THE INTACT DECORATIVE LAYERS HELP US BETTER UNDERSTAND NINETEENTH-CENTURY CONCEPTIONS OF REFINEMENT, PATTERNS OF CONSUMPTION AND DECORATIVE PREFERENCES IN THE CAROLINA LOWCOUNTRY.UNLIKE THE MAJORITY OF OTHER HISTORIC HOUSE MUSEUMS, ALL OBJECTS IN THE HOUSE ARE ORIGINAL TO THE HOUSE. MANY OF THE OBJECTS CURRENTLY ON DISPLAY IN THE AIKEN-RHETT HOUSE WERE PURCHASED BY GOV. AIKEN AND HIS WIFE, HARRIET LOWNDES AIKEN. DURING THEIR RESIDENCY, THE HOUSE WENT THROUGH SEVERAL DECORATIVE PERIODS AS THE COUPLE KEPT CURRENT WITH THE LATEST FASHIONS. WHILE THE MAJORITY OF THE FURNISHINGS IN THE HOUSE WERE IN THE PLAIN GRECIAN STYLE, GOTHIC-INSPIRED AND ROCOCO REVIVAL OBJECTS WERE ACQUIRED AND ADDED TO THEIR COLLECTION OVER TIME. LINKING THE INTERIOR AND EXTERIOR, IT IS NO COINCIDENCE THAT THESE ITEMS CLOSELY RELATE TO THE GOTHIC ELEMENTS FOUND IN THE OUTBUILDINGS.IN 2014, RESTORATION OF THE ART GALLERY WAS COMPLETED. THIS ROOM DATES TO 1858 AND HOUSES THE AIKEN FAMILY'S ART COLLECTION. THE COLLECTION IS THE ONLY KNOWN EXTANT EXAMPLE IN THE SOUTHEAST WITH ITS FINE ART COLLECTION LARGELY INTACT. ARCHAEOLOGICAL ANALYSIS WAS UNDERTAKEN TO ENSURE THE WALLS LOOK TODAY AS THEY APPEARED IN 1858. RECENTLY, HCF HAS EMBARKED UPON A CLIMATE STUDY FUNDED BY A HUMANITIES SUSTAINING CULTURAL HERITAGE COLLECTIONS PLANNING GRANT TO ASSESS THE NON-CONTROLLED ENVIRONMENT ON THE COLLECTION EXHIBITED AT THE AIKEN-RHETT HOUSE MUSEUM. THROUGHOUT 2015, AIR PARTICULATES WERE COLLECTED VIA MICROSCOPE SLIDES PLACED IN VARIOUS LOCATIONS THROUGHOUT THE HOUSE. ANALYSIS OF THESE SLIDES WILL AID IN FORMULATING RECOMMENDATIONS ON CLEANING COLLECTION ITEMS AND THE HOUSE. ADDITIONALLY, COLORED STRIPS WERE PLACED AROUND THE HOUSE THAT WILL DETERMINE THE DEGREE OF FADING THAT OCCURS DUE TO NATURAL LIGHT. AS PART OF THE GRANT, HCF HIRED CONSERVATOR WENDY JESSUP TO CONDUCT THE STUDY. JESSUP AND HER TEAM WILL MAKE RECOMMENDATIONS ON HOW TO MITIGATE ENVIRONMENTAL DAMAGE. RECOMMENDATIONS WILL ALLOW THE FOUNDATION TO BETTER MONITOR ENVIRONMENTAL CONDITIONS IN THE HOUSE, SUCH AS WHEN TO OPEN AND CLOSE THE SHUTTERS TO HELP CONTROL TEMPERATURE AND LIGHT.IN 2015, AN AIKEN-RHETT DESCENDANT SPONSORED AN ARCHAEOLOGICAL DIG SO THAT THE RESEARCH COMMUNITY COULD BETTER UNDERSTAND LIFE IN THE BACK LOT. THE LAUNDRY ROOM IS LOCATED WITHIN THE KITCHEN BUILDING WHERE THE ENSLAVED MEMBERS OF THE AIKEN HOUSEHOLD AND LATER, HIRED SERVANTS, LIVED AND WORKED. ANDREW AGHA AND NICOLE ISENBARGER OF THE NONPROFIT ARCHAEOLOGICAL RESEARCH COLLECTIVE LED THE EXCAVATION. THE DIG RESULTED IN OVER 10,000 ARCHAEOLOGICAL ARTIFACTS, INCLUDING SURPRISES SUCH AS A RARE ANCIENT ROMAN COIN, FISH SCALES, EGG SHELLS, CERAMIC AND GLASS SHERDS, AND ITEMS SUCH AS A METAL STAY FROM A LADY'S GOWN, BUTTONS AND SAFETY PINS. THE ARTIFACTS WERE DEPOSITED AT THE CHARLESTON MUSEUM WHERE ARCHAEOLOGISTS WILL ANALYZE THEM. THE DIG UNDER THE FORMER LAUNDRY AT THE AIKEN-RHETT HOUSE MUSEUM RENDERED MORE FRAGMENTS PER SQUARE FEET THAN ANY OTHER SITEON THE CHARLESTON PENINSULA.
(Code:   ) (Expenses $ 1,018,837 including grants of $ 595 ) (Revenue $ 1,505,718 )
RETAIL/LICENSED PRODUCTS - HISTORIC CHARLESTON FOUNDATION BEGAN ITS LICENSED PRODUCTS PROGRAM IN 1972 AS AN INNOVATIVE WAY TO EXTEND THE FOUNDATION'S RESTORATION AND PRESERVATION EFFORTS BEYOND HISTORIC ARCHITECTURE AND INTERIORS TO CHARLESTON'S MATERIAL CULTURE AS WELL. THE PROGRAM STRIVES TO KEEP CHARLESTON DESIGNS ALIVE AND MAKE THOSE DESIGNS AVAILABLE TO A BROAD AUDIENCE. ITEMS SELECTED FOR INCLUSION ARE THOSE WHOSE ORIGINS ARE STEEPED IN CHARLESTON'S HISTORY, CULTURE, DECORATIVE ARTS AND ARCHITECTURE.THE LICENSED PRODUCTS OF HISTORIC CHARLESTON FOUNDATION RANGE FROM FURNITURE, CHINA, MIRRORS, JEWELRY, PORCELAIN, DECORATIVE ACCESSORIES AND HISTORIC PAINT COLORS. MANY OF THE ORIGINAL OBJECTS, WHICH ARE REPRODUCED OR ARE USED FOR INSPIRATION, MAY BE SEEN IN THE HISTORIC MUSEUM HOUSE COLLECTIONS OF HISTORIC CHARLESTON FOUNDATION AND OTHER MUSEUM COLLECTIONS IN CHARLESTON.THE SHOPS OF HISTORIC CHARLESTON FOUNDATION SHOWCASES THE LICENSED PRODUCTS OF THE FOUNDATION AS WELL AS AN EXTENSIVE SELECTION OF BOOKS ON CHARLESTON HISTORY, ARCHITECTURE, GARDENS AND CULTURE. WITHIN THE SHOPS OF HISTORIC CHARLESTON FOUNDATION IS THE FRANCES R. EDMUNDS BOOKSTORE, PROVIDING THE MOST COMPREHENSIVE SELECTION OF BOOKS ON CHARLESTON AND LOWCOUNTRY HISTORY IN THE CITY. IN ADDITION, THE SHOPS INCLUDE A WIDE RANGE OF DECORATIVE ARTS AND GIFT ITEMS, INCLUDING CHINA; JEWELRY; FORMAL, CASUAL AND GARDEN FURNITURE; LAMPS; MIRRORS AND A PALETTE OF HISTORICAL PAINT COLORS INSPIRED BY RESIDENCES IN CHARLESTON'S OLD & HISTORIC DISTRICT, AS WELL AS THE RURAL LOWCOUNTRY SEA ISLANDS.THE MARKET SHOP OF HISTORIC CHARLESTON, WHICH OPENED IN THE SUMMER OF 2011, IS THE ANCHOR SHOP IN THE GREAT HALL OF THE HISTORIC CHARLESTON CITY MARKET. WITH DISPLAYS THAT DEMONSTRATE THE FOUNDATION'S MISSION AND A SELECTION OF THE ITEMS FOUND IN THE MAIN RETAIL LOCATION, THE SHOP ALLOWS THE FOUNDATION TO REACH A WIDER AUDIENCE WITH THE MILLIONS OF ANNUAL VISITORS WHO GO THROUGH THE MARKET EACH YEAR.
4d Other program services (Describe in Schedule O.)
(Expenses $ 1,018,837 including grants of $ 595 ) (Revenue $ 1,505,718 )
4e Total program service expensesMediumBullet3,857,517
Form 990 (2015)
Form 990 (2015)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment..............
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
Yes
 
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment.............
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2015)
Form 990 (2015)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I ...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II ................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV ........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II ...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I ........Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
71
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
144
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2015)
Form 990 (2015)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
30
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
28
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
SC
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletCYNTHIA ELLIS40 EAST BAY STREET   CHARLESTON,SC29401 (843) 720-1193
Form 990 (2015)
Form 990 (2015)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ANNE H BLESSING......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(2) BARRY KALINSKY......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(3) CLAIRE B ALLEN......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(4) D VAN SMITH JR......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(5) DAVID B HOFFMAN......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(6) DAVID D SILLIMAN......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(7) DAVID MAYBANK III......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(8) DOUGLAS B LEE......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(9) G THOMAS FINNEGAN......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(10) HELEN LYLES GEER......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(11) JILL F ALMEIDA......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(12) MONICA M SEEGER......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(13) OLIVIA MITCHELL BROCK......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(14) RICHARD C SIMONS......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(15) ROBERT L CLEMENT III......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(16) SARAH L DONNEM......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(17) SHANNON W RAVENEL......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
Form 990 (2015)
Form 990 (2015)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) SIMONS YOUNG........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(19) STEVENSON B BENNETT........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(20) SUSAN T FRIBERG........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(21) TARA P GUERARD........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(22) TJ PARSELL JR........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(23) VIRGINIA D LANE........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(24) WILLIAM S COGSWELL JR........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(25) ZOE L STEPHENS........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(26) CYNTHIA L ELLIS........................................................................
DIRECTOR OF FINANCE
 35.00
.......................   		    X       79,931 0 4,068
(27) JOHN P BARNWELL........................................................................
TREASURER
 4.00
.......................   		    X       0 0 0
(28) KATHARINE S ROBINSON........................................................................
PRESIDENT, CHIEF EXECUTIVE
 35.00
.......................   		    X       174,430 0 8,743
(29) PARK B SMITH JR........................................................................
VICE CHAIR
 4.00
.......................   		    X       0 0 0
(30) W CRAYTON WALTERS III........................................................................
SECRETARY
 4.00
.......................   		    X       0 0 0
(31) W FOSTER GAILLARD........................................................................
PAST CHAIR
 4.00
.......................   		    X       0 0 0
(32) WILBUR E JOHNSON........................................................................
CHAIR
 4.00
.......................   		    X       0 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 254,361 0 12,811
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 2,261,579
g Noncash contributions included in lines 1a-1f:$ 48,308
h Total.Add lines 1a-1f.......MediumBullet 2,261,579
Program Service RevenueAmt Business Code
2a MUSEUM ADMISSIONS 712110 843,350 843,350    
b FESTIVAL OF HOUSES 561520 587,877 587,877    
c SPECIAL TOURS/TRAV 712120 347,798 347,798    
d SPONSORSHIP/DEALER INCOME 712120 198,985 198,985    
e ENHANCEMENT 561520 114,799 114,799    
f All other program service revenue. 151,235 151,235    
g Total.Add lines 2a–2f.....MediumBullet 2,244,044
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 261,998     261,998
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss)......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   282,625
b Less: cost or other basis and sales expenses   197,495
c Gain or (loss)   85,130
d Net gain or (loss).....MediumBullet 85,130     85,130
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a 2,656,871
b Less: cost of goods sold ..b 1,357,826
c Net income or (loss) from sales of inventory..MediumBullet 1,299,045 1,299,045    
Business Code Miscellaneous Revenue
11a MISCELLANEOUS INCOME 900099 10,234 10,234    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 10,234
12 Total revenue. See Instructions......MediumBullet 6,162,030 3,553,323 0 347,128
Form 990 (2015)
Form 990 (2015)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 72,773 72,773
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees ....        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 1,954,777 1,603,448 218,785 132,544
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 53,936 43,984 9,601 351
9 Other employee benefits .......        
10 Payroll taxes ........... 139,286 115,452 14,420 9,414
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ...........        
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 50,074   50,074  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 186,406 88,436 9,358 88,612
12 Advertising and promotion .... 53,995 53,995    
13 Office expenses ....... 47,330 37,501 6,320 3,509
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 161,804 150,507 7,562 3,735
17 Travel ............ 231,142 178,548 6,979 45,615
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings ....        
20 Interest ........... 38,668 38,581 58 29
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 336,363 304,653 19,770 11,940
23 Insurance ... 431,676 360,549 42,960 28,167
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a GRANT EXPENDITURES 176,281 176,281    
b CREDIT CARD 108,657 105,495 2 3,160
c COMPUTER SERVICES 92,775 67,868 9,562 15,345
d REPAIRS & MAINTENANCE 60,866 56,314 3,062 1,490
e All other expenses 458,385 403,132 34,742 20,511
25 Total functional expenses. Add lines 1 through 24e 4,655,194 3,857,517 433,255 364,422
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 4,005,009 2 4,310,999
3 Pledges and grants receivable, net ...... 6,400 3 692,807
4 Accounts receivable, net ............. 25,376 4 92,229
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ........ 480,689 8 459,378
9 Prepaid expenses and deferred charges ...... 230,241 9 209,249
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 8,933,602
b Less: accumulated depreciation 10b 4,050,254 5,083,437 10c 4,883,348
11 Investments—publicly traded securities . 7,853,870 11 7,461,940
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 6,602,538 15 7,109,670
16 Total assets. Add lines 1 through 15 (must equal line 34)... 24,287,560 16 25,219,620
Liabilities 17 Accounts payable and accrued expenses ..... 252,083 17 208,606
18 Grants payable ...   18  
19 Deferred revenue ......... 346,598 19 277,467
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22  
23 Secured mortgages and notes payable to unrelated third parties .. 1,491,419 23 1,445,318
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D   25  
26 Total liabilities. Add lines 17 through 25.. 2,090,100 26 1,931,391
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 19,237,395 27 19,415,824
28 Temporarily restricted net assets ........... 1,895,180 28 2,796,113
29 Permanently restricted net assets 1,064,885 29 1,076,292
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 22,197,460 33 23,288,229
34 Total liabilities and net assets/fund balances ........ 24,287,560 34 25,219,620
Form 990 (2015)
Form 990 (2015)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
6,162,030
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
4,655,194
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
1,506,836
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
22,197,460
5
Net unrealized gains (losses) on investments ...............
5
-416,067
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
23,288,229
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2015)
Form 990 (2015)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
HISTORIC CHARLESTON FOUNDATION
 
Employer identification number

57-6000599
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4


5
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations ..............  

g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total      

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10.  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 737,812 822,079 1,143,863 983,634 2,261,579 5,948,967
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... 2,169,877 2,069,891 2,262,145 2,279,671 2,244,044 11,025,628
3 Gross receipts from activities that are not an unrelated trade or business under section 513...            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5. 2,907,689 2,891,970 3,406,008 3,263,305 4,505,623 16,974,595
7a Amounts included on lines 1, 2, and 3 received from disqualified persons... 126,065 124,162 148,120 192,977 1,035,218 1,626,542
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. 43,276 100,371 189,169 67,018 408,884 808,718
c Add lines 7a and 7b.. 169,341 224,533 337,289 259,995 1,444,102 2,435,260
8 Public support. (Subtract line 7c from line 6.) 14,539,335
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
9 Amounts from line 6... 2,907,689 2,891,970 3,406,008 3,263,305 4,505,623 16,974,595
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 196,853 215,597 200,968 318,341 261,998 1,193,757
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b. 196,853 215,597 200,968 318,341 261,998 1,193,757
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. 15,682 5,342 26,128 57,927 10,234 115,313
13 Total support. (Add lines 9, 10c, 11, and 12.).. 3,120,224 3,112,909 3,633,104 3,639,573 4,777,855 18,283,665
14
Section C. Computation of Public Support Percentage
15
15
79.520 %
16
16
86.560 %
Section D. Computation of Investment Income Percentage
17
17
6.530 %
18
18
6.080 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2015 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2015 		(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2016. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2015


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Name of the organization
HISTORIC CHARLESTON FOUNDATION
 
Employer identification number

57-6000599
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
Name of organization
HISTORIC CHARLESTON FOUNDATION
  		Employer identification number
57-6000599
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 3
Name of organization
HISTORIC CHARLESTON FOUNDATION
  		Employer identification number

57-6000599
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 4
Name of organization
HISTORIC CHARLESTON FOUNDATION
  		Employer identification number

57-6000599
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No.from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletInformation about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
HISTORIC CHARLESTON FOUNDATION
 
Employer identification number

57-6000599
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ......................................................................................................................SchCMd Bullet
$  
3
Volunteer hours .............................................................................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2015

Schedule C (Form 990 or 990-EZ) 2015
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...............................................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................................... 2,490  
c Total lobbying expenditures (add lines 1a and 1b) ....................................................................... 2,490  
d Other exempt purpose expenditures ......................................................................................... 4,652,704  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................................... 4,655,194  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 382,760  
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .......................................................................... 95,690  
h Subtract line 1g from line 1a. If zero or less, enter -0-. .......................................................................... 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ........................................................................... 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ..............................................................................................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2012 (b) 2013 (c) 2014 (d) 2015 (e) Total
2a Lobbying nontaxable amount 356,066 372,995 376,368 382,760 1,488,189
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		2,232,284
c Total lobbying expenditures 7,532 5,767 7,339 2,490 23,128
d Grassroots nontaxable amount 89,017 93,249 94,092 95,690 372,048
e Grassroots ceiling amount
(150% of line 2d, column (e))		 558,072
f Grassroots lobbying expenditures 7,532 5,767 7,339   20,638
Schedule C (Form 990 or 990-EZ) 2015


Schedule C (Form 990 or 990-EZ) 2015
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2015


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
HISTORIC CHARLESTON FOUNDATION
 
Employer identification number

57-6000599
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ....    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ...........
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ............................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a 238
b Total acreage restricted by conservation easements .................... 2b 2,080.00
c Number of conservation easements on a certified historic structure included in (a) ..... 2c 231
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ... 2d 41
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet1
4
Number of states where property subject to conservation easement is located SchDMd Bullet1
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet2485.00
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $ 74,024
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $ 600
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $ 5,103,812
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 7,768,771 7,476,386 6,783,412 6,119,751 6,320,610
b Contributions ... 11,407 25,751 10,148 9,393 256,485
c Net investment earnings, gains, and losses -121,964 569,841 1,035,098 910,837 -226,153
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		339,719 303,207 352,272 256,569 231,191
f Administrative expenses ....          
g End of year balance ...... 7,318,495 7,768,771 7,476,386 6,783,412 6,119,751
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet72.300 %
b
Permanent endowment SchDMd Bullet14.700 %
c
Temporarily restricted endowment SchDMd Bullet13.000 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ...      
b Buildings   757,606   757,606
c Leasehold improvements   7,589,749 4,050,254 3,539,495
d Equipment ...   586,247   586,247
e Other ...        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 4,883,348
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c)Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) HISTORIC PROPERTY AND COLLECTIONS 5,103,812
(2) CONSTRUCTION IN PROGRESS 143,839
(3) ASSETS HELD FOR SALE 1,862,019
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 7,109,670
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 5,698,045
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -416,067
b Donated services and use of facilities ......... 2b 2,156
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e -413,911
3 Subtract line 2e from line 1.................. 3 6,111,956
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 50,074
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 50,074
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 6,162,030
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 4,607,276
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 2,156
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e 2,156
3 Subtract line 2e from line 1................... 3 4,605,120
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 50,074
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c 50,074
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 4,655,194

Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART II, LINE 9: ORGANIZATION DOES NOT REPORT CONSERVATION EASEMENTS ON REVENUE/EXPENSE STATEMENT AS IT HAS NO FINANCIAL INTEREST IN EASEMENTS.
PART III, LINE 4: HISTORIC CHARLESTON EFFORTS TO PRESERVE CHARLESTON'S MATERIAL CULTURE AS WELL AS BUILT ENVIRONMENT BEGAN IN 1955 WITH THE PURCHASE OF THE NATHANIEL RUSSELL HOUSE. SINCE THAT TIME, HCF HAS ASSEMBLED A COLLECTION OF OVER FOUR THOUSAND DECORATIVE AND FINE ART ITEMS (ARCHITECTURAL ELEMENTS, SILVER, CERAMICS, GLASS, FURNITURE, METALWORK, PAINTINGS, SCULPTURES, TEXTILES, ETC.), ANY OF WHICH HAVE LOCAL PROVENANCES AND WERE MADE IN THE LOWCOUNTRY. THE EARLY COLLECTION DOCUMENTS CHARLESTON'S TRANSFORMATION FROM A COLONIAL OUTPOST TO A GRAND COSMOPOLITAN CITY. HCF'S 19TH CENTURY ARTIFACTS, INCLUDING THE AIKEN-RHETT FAMILY COLLECTION, ENABLE HCF TO ALSO TELL THE STORY OF ANTEBELLUM AND POST-CIVIL WAR CHARLESTON. HCF REMAINS DEDICATED TO SECURING NOTABLE EXAMPLES OF FINE AND DECORATIVE ART. HCF'S ARCHIVES CONSISTS OF APPROXIMATELY 225 LINEAR FT. OF PAPER RECORDS; 42 LINEAR FT. OF PHOTOGRAPHS; OVER 800 BLUEPRINTS, PLANS, PLATS, AND MAPS; AND OVER 3,000 BOOKS/PUBLICATIONS. ACQUIRING, INTERPRETING, AND PRESERVING THE COLLECTIONS IS ONE OF THE MANY WAYS HCF ACTIVELY PRESERVES THE CITY'S RICH CULTURAL HERITAGE.
PART V, LINE 4: THERE ARE A NUMBER OF DONOR RESTRICTED ENDOWMENT FUNDS TO SUPPORT VARIOUS PRESERVATION INITIATIVES INCLUDING REVOLVING FUND PROPERTIES, NATHANIEL RUSSELL HOUSE AND GARDEN, EASEMENT PROJECTS, STAFF SUPPORT, AWARDS, PROFESSIONAL DEVELOPMENT OF STAFF AND SPECIFIC PROJECTS LIKE CRAFTS TRAINING PROJECT. THERE ARE SEVERAL DONOR RESTRICTED ENDOWMENT FUNDS FOR UNRESTRICTED SUPPORT. THERE IS ALSO A LARGE QUASI ENDOWMENT FUND TO PROVIDE ONGOING OPERATING FUNDS FOR HCF.
Schedule D (Form 990) 2015


Additional Data


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Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
HISTORIC CHARLESTON FOUNDATION
 
Employer identification number
57-6000599
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) INTERNATIONAL AFRICAN AMERICAN MUSEUM
25 CALHOUN STREET SUITE 320
CHARLESTON,SC29401 		20-3398254 501(C)(3) 50,000       SUPPORT HISTORY OF AFRICAN AMERICANS IN CHARLESTON, SUPPORT EMMANUEL PROJECT AT MUSEUM
(2) GREATER CHARLESTON EMPOWERMENT CORP
1072 KING STREET SUITE F
CHARLESTON,SC29405 		57-1062952 501(C)(3) 19,000       UNDERWRITE A TRADES JOB TRAINING PROGRAM FOR EAST-SIDE RESIDENTS TO PROVIDE ENTRY TO SKILLED TRADES WORKING ON HISTORIC PROPERTIES WITH CITY OF CHARLESTON.
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
 
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
non-cash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of non-cash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: HISTORIC CHARLESTON FOUNDATION MAKES CHARITABLE DONATIONS TO OTHER ORGANIZATIONS FOR PROJECTS WHICH FURTHER THE MISSION OF HCF. OPPORTUNITIES ARE VETTED AND REVIEWED BY BOARD COMMITTEES AND SUBMITTED TO THE FINANCE/EXECUTIVE COMMITTEE FOR DISCUSSION AND APPROVAL.
Schedule I (Form 990) 2015



Additional Data


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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
HISTORIC CHARLESTON FOUNDATION
 
Employer identification number

57-6000599
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization?
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column(B) reported as deferred on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1KATHARINE S ROBINSONPRESIDENT, CHIEF EXECUTIVE (i)

(ii)		 173,480
-------------
0 		950
-------------
0 		0
-------------
0 		0
-------------
0 		9,158
-------------
0 		183,588
-------------
0 		0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2015
Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
HISTORIC CHARLESTON FOUNDATION
 
Employer identification number

57-6000599
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 0 NO VALUE GIVEN BY DONOR
5 Clothing and household
goods ....... 		X 50 FMV DETERMINED BY DONOR
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts .... X 8 600 FMV DETERMINED BY DONOR
23 Scientific specimens ..        
24 Archeological artifacts ... X 11   NO VALUE GIVEN BY DONOR
25 Other Right pointing arrow large image ( CATERING SERVICES ) X 8 17,797 FMV DETERMINED BY DO
26 Other Right pointing arrow large image ( ARCHITECTURAL DRAWINGS ) X 1 10,000 FMV DETERMINED BY DO
27 Other Right pointing arrow large image ( AIRLINE TICKETS ) X 1 8,000 FMV DETERMINED BY DO
28 Other Right pointing arrow large image ( DIGITAL RENDERING ) X 1 5,000 FMV DETERMINED BY DO
Other Right pointing arrow large image ( ARCHITECTURAL FEES ) X 2 4,305 FMV DETERMINED BY DO
Other Right pointing arrow large image ( HOTEL ROOMS ) X 5 1,585 FMV DETERMINED BY DO
Other Right pointing arrow large image ( CONSTRUCTION MATERIALS ) X 1 503 FMV DETERMINED BY DO
Other Right pointing arrow large image ( FLOWERS ) X 1 468 FMV DETERMINED BY DO
Other Right pointing arrow large image ( POSTCARDS, MAPS, & HISTORICAL DOCUMENTS ) X 27 0 NO VALUE GIVEN BY DO
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2015)
Schedule M (Form 990) (2015)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 33: LINE 4, BOOKS & PUBLICATIONS - MATERIALS WERE DONATED WITHOUT VALUES BY DONORS TO ARCHIVE. COLLECTION IS USED BY RESEARCHERS WHO STUDY HISTORIC PRESERVATION, ARCHITECTURE AND LOCAL HISTORY. LINE 24, ARCHITECTURAL HISTORIC PIECES - 1 WINDOW FRAMES, 3 CORNICES, 5 MANTELS AND 2 DOORS DONATED WITHOUT VALUE TO BE USED IN OTHER HISTORIC PROPERTIES POSTCARDS, MAPS, & HISTORICAL DOCUMENTS - 11 POSTCARDS, 4 MAPS, 2 REPORTS, 9 PHOTOS AND 1 SET ARCH DRAWING - MATERIALS WERE DONATED WITHOUT VALUE TO THE ARCHIVE. COLLECTION IS USED BY RESEARCHERS WHO STUDY HISTORIC PRESERVATION ARCHITECTURE AND HISTORY.
Schedule M (Form 990) (2015)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
HISTORIC CHARLESTON FOUNDATION
 
Employer identification number

57-6000599
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 2 TWO BOARD MEMBERS HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11 FOLLOWING THE ACCEPTANCE OF THE FINAL AUDIT REPORT, THE INDEPENDENT AUDITORS PREPARE THE 990, USING INFORMATION PROVIDED BY THE DIRECTOR OF FINANCE, PRESIDENT/CEO AND OTHER MEMBERS OF THE MANAGEMENT TEAM. THE DRAFT OF THE 990 IS SUBMITTED TO THE DIRECTOR OF FINANCE AND PRESIDENT/CEO WHO REVIEW ALL OF THE DOCUMENTS FOR ACCURACY AND TIE THE NUMBERS BACK TO THE AUDITED FINANCIAL STATEMENTS. ONCE THE DRAFT HAS BEEN REVIEWED, THE 990 IS SENT TO ALL VOTING MEMBERS OF THE BOARD OF TRUSTEES BY MAIL OR EMAIL, REQUESTING MEMBERS REVIEW THOROUGHLY AND CONTACT THE DIRECTOR OF FINANCE WITH ANY QUESTIONS. THE 990 IS SUBMITTED TO THE FINANCE COMMITTEE FOR FINAL REVIEW FOR APPROVAL BEFORE SUBMITTING TO THE IRS, GENERALLY IN THE 7TH MONTH OF THE YEAR.
FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD ROUTINELY RECUSE THEMSELVES FROM DISCUSSIONS AND/OR VOTING ON ISSUES WHERE THEY MAY HAVE A CONFLICT OF INTEREST EITHER BECAUSE THEY ARE DIRECTLY INVOLVED WITH AN ISSUE OR THEIR COMPANY MAY BE INVOLVED WITH AN ISSUE. THE CHAIR AND THE CHAIRS OF THE BOARD COMMITTEES WILL ASK ANY MEMBER WHO MAY HAVE A CONFLICT OF INTEREST TO RECUSE THEMSELVES FROM DISCUSSIONS AND/OR VOTING ON THOSE ISSUES.
FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE IN EXECUTIVE SESSIONS REVIEWS THE COMPENSATION OF THE PRESIDENT/CEO TAKING INTO ACCOUNT COMPARABLE SALARIES WITHIN A VARIETY OF SECTORS IN CHARLESTON AND THE BUDGET LIMITATIONS APPROVED FOR THE UPCOMING YEAR BY THE BOARD OF TRUSTEES. THE PRESIDENT/CEO REVIEWS THE COMPENSATION OF OTHER EMPLOYEES TAKING INTO ACCOUNT COMPARABLE SALARIES WITHIN A VARIETY OF SECTORS IN CHARLESTON AND THE BUDGET LIMITATIONS APPROVED FOR THE UPCOMING YEAR BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19 ALL INFORMATION IS AVAILABLE UPON REQUEST.
FORM 990, PAGE 3, PART IV, LINE 2C THE PROCESS HAS NOT CHANGED.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
HISTORIC CHARLESTON FOUNDATION
 
Employer identification number

57-6000599
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) HCF REALTY LLC
40 EAST BAY STREET
CHARLESTON,SC29401
 HOLD PROPERTY FOR PRESERVATION SC 15,055 1,862,019  










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
 
e Loans or loan guarantees by related organization(s) ............................
1e
 
 
f Dividends from related organization(s) ............................
1f
 
 
g Sale of assets to related organization(s) ............................
1g
 
 
h Purchase of assets from related organization(s) ............................
1h
 
 
i Exchange of assets with related organization(s) ............................
1i
 
 
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
 
o Sharing of paid employees with related organization(s) ............................
1o
 
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
 
s Other transfer of cash or property from related organization(s) ............................
1s
 
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2015

Additional Data


Software ID:  
Software Version: