2024-10-03T18:50:41-05:00 2023-12-31 570381582 ELLIOTT DAVIS LLCPLLC 500 EAST MOREHEAD STREET SUITE 700 CHARLOTTE NC 28202 990 2023-01-01 576000599 HISTORIC CHARLESTON FOUNDATION HIST 8437231623 PO BOX 1120 CHARLESTON SC 29402 GABRIELLE MEUNIER CHIEF FINANCIAL OFFICER 8437231623 2024-10-02 1 1 JANICE A RATICA P00358837 7043338881 2024-10-02 2023 2024-10-15 13:58:12Z WINSLOW HASTIE PO BOX 1120 CHARLESTON SC 29402 8147283 0 X WWW.HISTORICCHARLESTON.ORG X 1947 SC IN PURSUIT OF ITS MISSION OF ADVOCACY, PRESERVATION AND EDUCATION, HISTORIC CHARLESTON FOUNDATION HAS ACTIVELY ENGAGED THE COMMUNITY AND STAKEHOLDERS IN ISSUES OF LIVABILITY, SUSTAINABILITY, AFFORDABLE HOUSING, AND PROTECTION OF HISTORIC SETTLEMENT COMMUNITIES. THESE HAVE INCLUDED PHILIPS COMMUNITY AND HIGHWAY 41 CORRIDOR PROTECTION, THE LAUNCH OF THE COMMON CAUSE LOAN FUND AND THE NEXT PHASE OF THE ARMY CORP 3X3 SEAWALL, ET AL. 27 27 130 398 0 0 2086413 1838471 2514508 1911173 313659 426614 1316552 1366416 6231132 5542674 0 0 0 0 2795647 2877101 0 0 397598 2445030 2431210 5240677 5308311 990455 234363 32105043 33540369 926215 797639 31178828 32742730 X HISTORIC CHARLESTON FOUNDATION'S MISSION IS TO CHAMPION THE HISTORIC AUTHENTICITY, CULTURAL CHARACTER, AND LIVABILITY OF THE CHARLESTON REGION THROUGH ADVOCACY, STEWARDSHIP, AND COMMUNITY ENGAGEMENT. 0 0 1430925 1096715 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 MANAGING GROWTH IN 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 OVER 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. THE FOUNDATION'S NEIGHBORHOOD REVITALIZATION INITIATIVE IS AN ARM OF THE REVOLVING FUND. ESTABLISHED IN 1995, THE GOAL IS TO BE A CATALYST FOR THE PRESERVATION OF NEIGHBORHOODS BY CREATING COMMUNITY GATHERING SPACES AND REHABILITATING DETERIORATED HISTORIC PROPERTIES, WHILE ALSO PREVENTING DISPLACEMENT OF LONG-TERM RESIDENTS. IN 2014, HCF PROVIDED FUNDING TO ESTABLISH THE ROMNEY URBAN GARDEN, A JOINT PROJECT WITH NEW ISRAEL REFORMED EPISCOPAL CHURCH WHICH OWNED AN ABANDONED LOT IN THE NORTH CENTRAL NEIGHBORHOOD. THE COMMUNITY GARDEN CONTINUES TO FLOURISH AS THE SITE OF COMMUNITY EVENTS TO INCLUDE MUSICAL PERFORMANCES, POETRY READINGS AND PIZZA PARTIES, WITH PIZZA AND PIES MADE IN THE GARDEN'S OVEN. THE COMMUNITY GATHERING SPACE CONCEPT HAS BEEN SO SUCCESSFUL THAT HCF EXPANDED THE PROGRAM TO INCLUDE WORKING WITH LOCAL PARTNERS TO ESTABLISH A BOOK NOOK READING AREA AND POLLINATOR GARDEN IN THE SAME NEIGHBORHOOD. THE FOUNDATION'S NEWEST INITIATIVE UNDER THE NEIGHBORHOOD INITIATIVE, THE COMMON CAUSE LOAN FUND, IS A PARTNERSHIP BETWEEN HCF AND A HOUSING AFFORDABILITY NON-PROFIT, THE CHARLESTON REDEVELOPMENT CORPORATION. THE COMMON CAUSE LOAN FUND PROVIDES LOANS OF UP TO $60,000 FOR EXTERIOR REPAIRS TO HISTORIC HOUSES FOR INCOME QUALIFIED HOMEOWNERS. THESE LEGACY HOMEOWNERS CONTRIBUTE TO THE CULTURAL FABRIC OF CHARLESTON AND THESE NEEDED REPAIRS HELP FAMILIES TO RETAIN OWNERSHIP OF THEIR HOMES. POTENTIAL PARTICIPANTS ARE BELOW THE 80% OF AREA MEDIAN INCOME THRESHOLD. HCF REACHED ITS GOAL OF COMPLETING 6 NEW PROJECTS IN 2023 WITH HOMEOWNERS RECEIVING FINANCIAL COUNSELING AND LEGAL ADVICE PRIOR TO THE LOAN'S CLOSING. THROUGH THE REVOLVING FUND, HCF HAS PURCHASED A HISTORIC GAS STATION AT 80 ASHLEY AVENUE THAT WAS AT RISK OF DEMOLITION BY NEGLECT. WE HAVE COMPLETED STABILIZATION WORK AND PLAN TO RE-SELL THE PROPERTY, WITH RESTRICTIVE COVENANTS, TO A PRESERVATION MINDED BUYER FOR AN APPROPRIATE COMMERCIAL USE.HCF IS ALSO KNOWN AS AN INNOVATOR IN HISTORIC EASEMENT AND COVENANT PROGRAMS. THE FOUNDATION HOLDS APPROXIMATELY 380 EASEMENTS AND RESTRICTIVE COVENANTS, WHICH PROTECT HISTORIC BUILDINGS IN THE CITY AND OUTLYING AREAS AS WELL AS OVER 2000 ACRES OF OPEN LAND OF HISTORIC SIGNIFICANCE. PROPERTIES PROTECTED BY EASEMENTS AND COVENANTS HELD BY HCF ARE AS DIVERSE AS THE MAGNIFICENT C.1772 WILLIAM GIBBES HOUSE IN DOWNTOWN CHARLESTON TO THE C.1939 AULDBRASS NEAR BEAUFORT, SC, THE ONLY PLANTATION DESIGNED BY FRANK LLOYD WRIGHT. THROUGH ITS DEDICATED EASEMENTS MANAGER, THE FOUNDATION PERFORMS ANNUAL INSPECTIONS AND PROVIDES TECHNICAL OUTREACH TO ALL 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. THE FOUNDATION ACTIVELY ADVOCATES AND CONTINUALLY MONITORS ISSUES OF PRESERVATION, URBAN PLANNING, CLIMATE RESILIENCE, LIVABILITY, AND DEVELOPMENT ACROSS THE CITY AND COUNTY OF CHARLESTON AND IS A STAUNCH DEFENDER OF THE PUBLIC PROCESS. THE PRESERVATION DEPARTMENT MAKES SIGNIFICANT CONTRIBUTIONS AND PROVIDES INPUT AT COUNTY AND CITY COUNCIL, ZONING, PLANNING, AND DESIGN REVIEW HEARINGS. STAFF ALSO MEETS REGULARLY WITH PROPERTY OWNERS, DEVELOPERS, AND ARCHITECTS TO REVIEW THEIR PROPOSED PROJECTS. SPECIAL PROJECTS INCLUDE RESEARCH AND DOCUMENTATION OF HISTORIC PROPERTIES, NATIONAL REGISTER NOMINATIONS, AND ASSISTING THE CITY WITH THE DEVELOPMENT OF SOUND PUBLIC POLICIES. RESPONDING TO THE SIGNIFICANT DEMOGRAPHIC, ENVIRONMENTAL, AND ECONOMIC CHANGES IN CHARLESTON OVER THE LAST 20 YEARS, HCF CONSTANTLY WORKS WITH THE CITY TO RE-ALIGN OUR LAND USE PLANNING PRACTICES TO ADDRESS THESE CHANGES. IN A MAJOR ACTIVITY FOR THE YEAR, HCF WORKED SUCCESSFULLY IN 2023 TO OPPOSE GROSSLY INAPPROPRIATE PLANS TO REDEVELOP THE UNION PIER TERMINAL, A HISTORICALLY AND GEOGRAPHICALLY SIGNIFICANT AND IMPORTANT PARCEL OF OVER 65 ACRES IN DOWNTOWN CHARLESTON ADJACENT TO TWO HISTORIC NEIGHBORHOODS. THROUGH OUR ACTIVE PARTICIPATION IN PUBLIC MEETINGS AND FORUMS, DEVELOPING A PUBLIC AWARENESS CAMPAIGN, AND BEING A PIVOTAL PARTNER AMONG A PRESERVATION COALITION, THE PLAN WITH THE ORIGINAL DEVELOPER WAS WITHDRAWN, AND THE SC PORTS AUTHORITY (SPA) RECONSIDERED THE PROPOSAL TO WORK CLOSELY WITH THE CITY AND STAKEHOLDERS TO CREATE A PLAN MORE CONDUCIVE AND BENEFICIAL TO CHARLESTON AND ITS RESIDENTS. AS PART OF OUR OUTREACH TO PROTECT HISTORIC AFRICAN AMERICAN RESOURCES IN THE COMMUNITY, THE FOUNDATION CONTINUES ITS PROACTIVE EFFORTS ON BEHALF OF AFRICAN AMERICAN SETTLEMENT COMMUNITIES. WITH HCF SUPPORT, THE HISTORIC PHILLIPS COMMUNITY, A 150-YEAR-OLD AFRICAN AMERICAN SETTLEMENT COMMUNITY WAS LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES AS SC'S FIRST TRADITIONAL CULTURAL PROPERTY, BOTH SERVING TO PROTECT THE AREA FOR FUTURE GENERATIONS. FURTHER, IN 2023, WE LOBBIED HEAVILY AGAINST CHARLESTON COUNTY PROPOSALS FOR CHANGES TO ITS HISTORIC PRESERVATION ORDINANCE. THE CHANGES WOULD STRIP THE HISTORIC PRESERVATION COMMISSION'S ABILITY TO RULE ON SITE DESIGN ISSUES IN DESIGNATED HISTORIC DISTRICTS. THE COUNTY COUNCIL VOTED AGAINST THE CHANGE WHILE SEEKING TO FURTHER STRENGTHEN SAFEGUARDS, WHICH HCF IS FOCUSED ON WITH ITS COMMUNITY PARTNERS.THE FOUNDATION CONTINUES TO WORK WITH LOCAL EDUCATORS TO INCORPORATE THE HCF-PRODUCED TANGLED ROOTS DOCUMENTARY FILMS INTO THE CURRICULUMS OF AREA SCHOOLS. IN 2023 THE FOUNDATION SCREENED AN HCF-COMMISSIONED PREQUEL TO THE SERIES TO THE FAMILIES OF THOSE REPRESENTED IN THE FILMS, AND EDUCATION REPRESENTATIVES. THE PREQUEL PRESENTS A MORE COMPLETE BACKSTORY ABOUT THE GENERAL HISTORY OF JOHNS ISLAND, SC LEADING UP TO THE CIVIL RIGHTS MOVEMENT. TANGLED ROOTS PROVIDES POWERFUL STORIES FROM CHARLESTON'S JOHN ISLAND COMMUNITY WHICH ARE INTIMATE, AND SOMETIMES PAINFUL, REFLECTIONS OF RURAL ECONOMIES AND SOCIAL INJUSTICE IN THE LOWCOUNTRY. WITH ACCELERATED COMMERCIAL DEVELOPMENT IN CHARLESTON, POPULATION GROWTH, AND RISING HOUSING COSTS, THE FOUNDATION HAS PRIORITIZED HOUSING AFFORDABILITY AS A SIGNIFICANT ADVOCACY ISSUE THAT IS ADVERSELY AFFECTING RESIDENTIAL QUALITY OF LIFE. HCF CONTINUES ITS WORK WITH THE PALMETTO COMMUNITY LAND TRUST, AN INITIATIVE STARTED IN 2018 BY HCF WITH THE CITY OF CHARLESTON. ONE OF THE MANY WAYS HCF 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 PROPERTIES THROUGHOUT CHARLESTON. THE ONLINE CATALOGUE CONTAINS RECORDS FOR 2,329 BOOKS IN THE FOUNDATION'S LIBRARY AND 7,202 ITEMS FROM THE ARCHIVES, MAKING THE FOUNDATION'S ARCHIVES AND LIBRARY EVEN MORE ACCESSIBLE TO THE PUBLIC. 1430925 1096715 PUBLIC PROGRAMS - AS PART OF HCF'S MISSION TO EDUCATE THE PUBLIC ABOUT THE BENEFITS OF HISTORIC PRESERVATION, THE FOUNDATION HOLDS ITS ANNUAL FESTIVAL OF HOUSES AND GARDENS. EACH MARCH AND APRIL THE MONTHLONG FESTIVAL ALLOWS VISITORS TO LEARN ABOUT AND VISIT THE CITY'S FINEST HISTORIC PRIVATE HOUSES AND GARDENS, AS WELL AS ATTEND WORKSHOPS, LECTURES, EDUCATIONAL CONCERTS, AND OTHER CULTURAL AND SOCIAL EVENTS. DAILY MORNING HISTORY WALKS ARE HELD AS WELL AS SPECIALTY TOURS EDUCATING GUESTS ABOUT THE HISTORY, PRESERVATION, AND ADVOCACY ISSUES AROUND THE CITY. FOR 2023 THE FOUNDATION WAS ABLE TO HOST OVER 5,000 GUESTS AT 100 INDIVIDUAL EVENTS AND ENABLED ACCESS TO 85 PRIVATE HISTORIC HOMES AND GARDENS TO BETTER HIGHLIGHT THE BENEFITS AND ATTRACTION OF PRESERVED SPACES. THE FOUNDATION CONTINUED ITS ADULT EDUCATION IN THE ART & ARCHITECTURE STUDY SERIES FOR 2022-2023, THE TWELFTH YEAR OF PROVIDING PARTICIPANTS WITH IN-DEPTH STUDIES OF CHARLESTON'S CULTURAL HERITAGE. THIS YEAR'S SERIES OF PROGRAMS HIGHLIGHTED THE SIGNIFICANCE OF ARCHIVAL COLLECTIONS AND HOW THEY ARE THE CRUCIAL SEEDS FROM WHICH ALL CULTURAL, HISTORICAL, AND GENEALOGICAL RESEARCH GROWS. ONCE AGAIN, WE HOSTED LECTURES BY SEVERAL EXPERTS IN THEIR RESPECTIVE FIELDS AND EMBARKED ON A MAGNIFICENT LOWCOUNTRY EXCURSION TO THE BEAUTIFUL MEPKIN ABBEY ON THE UPPER COOPER RIVER. THE FOUNDATION CONTINUED TO EMPHASIZE ITS CURRICULUM-BASED FIELD TRIP OPPORTUNITIES. WITH CONTINUED LOGISTICAL AND BUDGETARY ISSUES, STUDENT VISITATION FROM LOCAL AND REGIONAL SCHOOLS WAS SEVERELY OBSTRUCTED, BUT HCF CONTINUES TO HOST BOTH ELEMENTARY AND HIGH SCHOOL FIELD TRIPS, WITH AN ADDITIONAL EMPHASIS ON HOSTING UNDERGRADUATE AND GRADUATE LEVEL STUDENTS IN THE FIELD OF HISTORY AND ARCHITECTURAL PRESERVATION, HIGHLIGHTING BOTH MUSEUM HOUSES AS LIVING LABORATORIES. WE ARE FOCUSING ON REIMAGINING OUR EDUCATIONAL CURRICULUM AND CONDUCTED SEVERAL FIELD TRIPS IN 2023 WITH PLANS FOR CONTINUED GROWTH.HCF LAID THE GROUNDWORK FOR A NEW DIGITAL PRESERVATION AND EDUCATION PROJECT TITLED "HARBORSIDE HISTORY" IN 2022 AND CONTINUED INTO 2023. THIS VIDEO SERIES WAS ACCOMPANIED EACH MONTH BY A BLOG, AND BOTH ARE FEATURED ON HCF'S WEBSITE, ITS YOUTUBE CHANNEL, AND MOST MAJOR SOCIAL MEDIA OUTLETS. THIS DIGITAL INITIATIVE WAS LAUNCHED IN JANUARY 2022 TO COINCIDE WITH HISTORIC CHARLESTON FOUNDATION'S 75TH ANNIVERSARY.HCF ALSO HOSTED PUBLIC PROGRAMS IN 2023, SPECIFICALLY A MAYORAL CANDIDATE FORUM WITH ALL SIX CANDIDATES OF THE MAYORAL RACE FOR THE CITY OF CHARLESTON. THE INTENT OF THE FORUM WAS TO BRING COMMUNITY MEMBERS TOGETHER TO HEAR EACH OF THE CANDIDATES DISCUSS THEIR VISION FOR OUR CITY'S OPPORTUNITIES AND CHALLENGES THROUGH THE LENS OF PRESERVATION, LIVABILITY, AND CLIMATE RESILIENCE. THIS IS A FURTHER EXAMPLE OF THE FOUNDATIONS ROLE AS A PROMINENT CONVENER OF VOICES AND EFFORTS IN THE PRESERVATION OF THE CHARLESTON REGION. 1308889 1003182 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 BETTER UNDERSTAND LIFE IN ANTEBELLUM CHARLESTON. 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 ORIGINAL 1808 APPEARANCE, THE RUSSELL HOUSE ALSO SERVES AS THE IDEAL EXHIBITION SPACE FOR HCF'S OUTSTANDING COLLECTION OF FINE AND DECORATIVE ARTS. IN A COMMITMENT TO TELL THE STORIES OF EVERYONE WHO LIVED AND LABORED ON THE PROPERTIES OF THE FOUNDATION'S TWO HOUSE MUSEUMS, THE AUDIO GUIDES INTERPRET THE HISTORIES OF THE HOUSES, ARCHITECTURE AND MUSEUM OBJECTS AND DISCUSS THE LIVES OF THE WHITE FAMILIES WHO OWNED THE PROPERTIES AS WELL AS THE ENSLAVED PEOPLE WHO LIVED THERE. THE AUDIO GUIDE IS SUPPLEMENTED BY COMMENTARY FROM LOCAL EXPERTS RANGING FROM A DISCUSSION OF THE HARSH REALITIES OF SLAVE LIFE TO ENTERTAINING IN THE ANTEBELLUM PERIOD TO COLONIAL PAINT TECHNIQUES. THE APP ALSO FEATURES A WALKING GUIDE OF CHARLESTON WITH OVER 300 POINTS OF INTEREST AND 30 AUDIO STOPS. UNDERREPRESENTED NARRATIVES, SUCH AS THE IMPORTANT ROLE THE GRIMKE SISTERS PLAYED IN THE ABOLITIONIST MOVEMENT OR THE ROLE OF THE FREEDMAN'S COTTAGE IN POST-CIVIL WAR CHARLESTON, ARE INCLUDED ALONG WITH INTERPRETATION OF THE MORE WELL-KNOWN HISTORIC SITES.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, 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 MOST OTHER HISTORIC HOUSE MUSEUMS, ALL OBJECTS ON DISPLAY ARE ORIGINAL TO THE HOUSE. MANY OF THE OBJECTS 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. A GRANT FROM THE SOUTH CAROLINA HISTORIC PRESERVATION OFFICE ALLOWED HCF TO EXECUTE A COMPLETE DIGITAL LASER SCAN OF THE AIKEN-RHETT HOUSE. THE SCANNER UTILIZED IN THIS WORK COLLECTS MILLIONS OF MEASUREMENTS (EACH ACCURATE TO WITH THREE MILLIMETERS) OVER A THREE-DAY PERIOD. THIS DATA WAS PUT INTO A SOFTWARE PROGRAM THAT ASSEMBLED A COMPREHENSIVE DIGITAL MODEL OF THE AIKEN-RHETT HOUSE, FROM WHICH ENGINEERING AND CONSTRUCTION EXPERTS WILL BE ABLE TO CONDUCT A CONDITIONS ANALYSIS. RETAIL/LICENSED PRODUCTS - HISTORIC CHARLESTON FOUNDATION BEGAN ITS LICENSED PRODUCTS PROGRAM IN 1972 AS AN INNOVATIVE WAY TO EXTEND THE FOUNDATION'S PRESERVATION EFFORTS BEYOND HISTORIC ARCHITECTURE AND INTERIORS TO CHARLESTON'S MATERIAL CULTURE AS WELL. ITEMS SELECTED FOR INCLUSION ARE THOSE WHOSE ORIGINS ARE STEEPED IN CHARLESTON'S HISTORY, CULTURE, DECORATIVE ARTS AND ARCHITECTURE.THE PROGRAM STRIVES TO KEEP CHARLESTON DESIGNS ALIVE AND MAKE THOSE DESIGNS AVAILABLE TO A BROAD AUDIENCE WHILE ALSO GENERATING REVENUE TO SUPPORT OUR MISSION. 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 AND OTHER MUSEUM COLLECTIONS IN CHARLESTON.THE SHOPS OF HISTORIC CHARLESTON FOUNDATION SHOWCASE 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, GARDEN FURNITURE, LAMPS, MIRRORS, AND A PALETTE OF PAINT COLORS INSPIRED BY HISTORIC BUILDINGS IN CHARLESTON.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 VISIT THE MARKET. 4170739 1 1 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 1 54 0 1 130 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X X GABRIELLE MEUNIER 8437201193 40 EAST BAY STREET CHARLESTON SC 29401 WINSLOW W HASTIE PRESIDENT/CEO 35.00 X 181873 0 18401 LISBETH DROLET CHIEF ADVOCACY OFFICER 35.00 X 132747 0 16646 GABRIELLE MEUNIER CHEIF FINANCIAL OFFICER 35.00 X 110734 0 15203 RUTH M RAVENEL MEMBER, BOARD OF TRUSTEES 2.00 X 0 0 0 MOLLY B WARING MEMBER, BOARD OF TRUSTEES 2.00 X 0 0 0 JIMMY GALLANT III MEMBER, BOARD OF TRUSTEES 2.00 X 0 0 0 JESSICA AARON MEMBER, BOARD OF TRUSTEES 2.00 X 0 0 0 VINCENT G GRAHAM MEMBER, BOARD OF TRUSTEES 2.00 X 0 0 0 SARAH-HAMILIN HASTINGS MEMBER, BOARD OF TRUSTEES 2.00 X 0 0 0 VIRGINIA W DEERIN MEMBER, BOARD OF TRUSTEES 2.00 X 0 0 0 WILLIAM E APPLEGATE IV MEMBER, BOARD OF TRUSTEES 2.00 X 0 0 0 C ROBERTSON ALLEN II MEMBER, BOARD OF TRUSTEES 2.00 X 0 0 0 CYNTHIA H HAYES MEMBER, BOARD OF TRUSTEES 2.00 X 0 0 0 MARGARET M RASH MEMBER, BOARD OF TRUSTEES 2.00 X 0 0 0 EDDIE BELLO MEMBER, BOARD OF TRUSTEES 2.00 X 0 0 0 MARY AGNES MEMBER, BOARD OF TRUSTEES 2.00 X 0 0 0 SARAH R DOLLENS MEMBER, BOARD OF TRUSTEES 2.00 X 0 0 0 BRIAN C DUFFY MEMBER, BOARD OF TRUSTEES 2.00 X 0 0 0 GLEN R GARDNER MEMBER, BOARD OF TRUSTEES 2.00 X 0 0 0 SHAWAN GILLIANS MEMBER, BOARD OF TRUSTEES 2.00 X 0 0 0 M ROCH HILLENBRAND MEMBER, BOARD OF TRUSTEES 2.00 X 0 0 0 F PATRICIA SCARBOROUGH MEMBER, BOARD OF TRUSTEES 2.00 X 0 0 0 ANNE G TINKER MEMBER, BOARD OF TRUSTEES 2.00 X 0 0 0 FRANCES L WEBSTER MEMBER, BOARD OF TRUSTEES 2.00 X 0 0 0 KATHERINE S ROBINSON TUSTEE EMERITUS 2.00 X 0 0 0 DAVID MAYBANK III VICE CHAIR, BOARD OF TRUSTEES 4.00 X X 0 0 0 J WILLIS CANTEY III TREASURER, BOARD OF TRUSTEES 4.00 X X 0 0 0 LAWRENCE W GILLESPIE SECRETARY, BOARD OF TRUSTEES 4.00 X X 0 0 0 ZOE L STEPHENS PAST CHAIR, BOARD OF TRUSTEES 4.00 X X 0 0 0 ANNE H BLESSING CHAIR, BOARD OF TRUSTEES 4.00 X X 0 0 0 425354 0 50250 3 0 1 0 MICHAEL RIFFERT PO BOX 1922 FOLLY BEACH SC 29439 CONSTRUCTION 378117 1 1838471 61336 1838471 MUSEUM ADMISSIONS 561520 1003182 1003182 FESTIVAL OF HOUSES 561520 571880 571880 ENHANCEMENT 561520 176179 176179 SPECIAL TOURS/TRAV 561520 126982 126982 SPONSORSHIPS/DEALER INCOME 561520 32950 32950 1911173 527715 527715 80977 80977 1315541 1412310 4332 -96769 -4332 -101101 -101101 2376677 1187967 1188710 1188710 MISCELLANEOUS INCOME 900099 60979 60979 ADVERTISING 541800 35750 35750 96729 5542674 3196612 0 507591 X 425354 340538 48916 35900 2178059 1743754 250477 183828 99237 79449 11412 8376 174451 139665 20062 14724 75084 75084 160614 64151 96463 211508 210569 939 67150 53270 8689 5191 138781 46696 75464 16621 15256 15256 184805 163328 16754 4723 2608 2594 10 4 365046 273524 68361 23161 211967 164122 39513 8332 PROGRAMS & EVENTS 611713 523773 9331 78609 CREDIT CARD & BANK FEES 149068 139444 1758 7866 PRINTING, POSTAGE, SHIP 98924 91525 601 6798 TRAINING, TRAVEL, AND P 50734 46438 4227 69 87952 72643 12852 2457 5308311 4170739 739974 397598 8005776 8083644 402182 12000 35012 362310 548218 412535 191993 96606 11286439 6913710 4596702 4372729 11730219 12823599 6629953 7341934 32105043 33540369 383071 340217 210634 203766 4999 3648 327511 250008 926215 797639 X 24234866 25530701 6943962 7212029 31178828 32742730 32105043 33540369 234363 1319151 10388 0 X X 0 1 X 1 0 X 1722689 1077735 2365203 2086413 1838471 9090511 4558851 2029802 3674150 3774767 3099883 17137453 6281540 3107537 6039353 5861180 4938354 26227964 156880 232497 204242 447757 99156 1140532 479720 44657 429836 216798 43562 1214573 636600 277154 634078 664555 142718 2355105 23872859 358935 303571 259987 315405 608692 1846590 358935 303571 259987 315405 608692 1846590 16604 17013 64456 56293 96729 251095 6657079 3428121 6363796 6232878 5643775 28325649 0.84280 0.84950 0.06520 0.05450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1000 0 1000 0 4170739 0 4171739 0 358587 0 89647 0 0 0 328443 298587 345518 358587 1331135 1996703 6691 1000 7691 82111 74647 86380 89647 332785 499178 X X X X X 246 2083.00 240 47 0 1 1 1476.00 42889 0 X X X X 0 11358157 51658 1452196 346131 12515880 13178274 47361 -1677321 190157 11358157 10367655 1546666 1518406 254453 13178274 10270836 38025 489383 430589 10367655 8955445 39718 1690780 415107 10270836 0.67781 0.16183 0.16036 0 0 759225 470653 288572 9527749 5860787 3666962 555723 344499 211224 443742 237771 205971 4372729 HISTORIC PROPERTIES AND COLLECTIONS 5844797 CONSTRUCTION IN PROGRESS 367612 ROYALTIES RECEIVABLE 9460 RIGHT-OF-USE ASSET 216500 PROPERTY HELD FOR SALE 903565 7341934 OPERATING LEASE LIABILITY 250008 250008 X 6797129 1319151 10388 1329539 5467590 75084 75084 5542674 5233227 0 5233227 75084 75084 5308311 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.), MANY 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 CONSIST OF OVER 230 LINEAR FEET OF PAPER RECORDS, LARGELY CONSISTING OF PROPERTY RESEARCH, FILES ON NUMEROUS HISTORIC PRESERVATION SUBJECTS, AND HUNDREDS OF BLUEPRINTS. THESE RECORDS ARE ENHANCED BY THOUSANDS OF PHOTOGRAPHS AND A SMALL RESEARCH LIBRARY OF ALMOST 3,000 BOOKS, REPORTS, AND OTHER PUBLICATIONS. ADDITIONALLY, TO DATE, THE ONLINE CATALOG CONTAINS RECORDS FOR 2,321 BOOKS AND 7,178 ITEMS FROM THE ARCHIVES. 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: THE INCOME FROM DONOR RESTRICTED ENDOWMENT FUNDS IS USED AS SPECIFIED BY ORIGINAL DONOR GIFT AGREEMENTS: GARDENS, AWARDS, TRAINING, EMPLOYEE RETIREMENT, EMPLOYEE SALARIES, TRAINING AND GENERAL OPERATING FUNDS. THE BOARD DESIGNATED PORTION OF THE ENDOWMENT IS USED FOR GENERAL OPERATING SUPPORT, A LOSS RESERVE FUND FOR BUILDINGS AND SUPPORT FOR THE LONG TERM VIABILITY OF HISTORIC CHARLESTON FOUNDATION AND ITS HISTORIC PROPERTIES. PART X, LINE 2: MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE FOR THE YEARS ENDED DECEMBER 31, 2023 OR 2022. THE FOUNDATION'S POLICY IS TO REPORT ACCRUED INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS, WHEN APPLICABLE, AS INTEREST INCOME AND TO REPORT PENALTIES AS OTHER EXPENSE. 1 X X X X 0 0 0 0 0 0 0 0 0 WINSLOW W HASTIE PRESIDENT/CEO 181873 0 0 0 0 0 10552 0 7849 0 200274 0 0 0 BALLYHOO AND CO BUSINESS OWNED BY BOARD OF TRUSTEES MEMBER, MOLLY WARING 50000 CONTRACT TO DEVELOP WEBSITE - THIS TRANSACTION WAS NEGOTIATED AT ARM'S LENGTH AND IS AT, OR BELOW, FAIR MARKET VALUE 0 X 14633 FMV PER DONOR X 3 35052 FMV PER DONOR X FOOD & BEVERAGE 4 11518 FMV PER DONOR X TREE FERTILIZATION 2 133 FMV PER DONOR 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 IS PROVIDED TO THE PRESIDENT/CEO AND THE CHAIR OF THE FINANCE COMMITTEE. FOLLOWING THEIR REVIEW THE DRAFT 990 IS SENT TO EACH BOARD MEMBER BEFORE IT IS FINALIZED FOR QUESTIONS, EDITS AND COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES EVALUATES ALL POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS. IN THE EVENT OF A CONFLICT, THE BOARD WILL CONSIDER THE NATURE OF THE CONFLICT, AND IF WARRANTED, THE INDIVIDUAL IS ASKED TO RECUSE HIMSELF/HERSELF FROM DISCUSSION AND VOTING. ALTERNATIVELY, IF THERE IS A POTENTIAL BUSINESS CONFLICT, THE BOARD MAY BE ASKED TO EVALUATE APPROPRIATENESS AND, IF NECESSARY, MANDATE A CHANGE TO OR DISCONTINUE THE RELATIONSHIP. 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. ALL DECISIONS RELATED TO COMPENSATION ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 ALL INFORMATION IS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 24E REPAIRS & GROUND MAINTENANCE: PROGRAM SERVICE EXPENSES 35,099. MANAGEMENT AND GENERAL EXPENSES 11,443. FUNDRAISING EXPENSES 606. TOTAL EXPENSES 47,148. BAD DEBT: PROGRAM SERVICE EXPENSES 22,055. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,055. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 15,489. MANAGEMENT AND GENERAL EXPENSES 1,409. FUNDRAISING EXPENSES 1,851. TOTAL EXPENSES 18,749. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE ACTS AS BOTH THE FINANCE COMMITTEE AND AUDIT COMMITTEE TO INTERVIEW PROSPECTIVE AUDIT FIRMS TO CONDUCT THE ANNUAL INDEPENDENT AUDIT OF THE ORGANIZATION THROUGH A PROPOSAL PROCESS, MAKING RECOMMENDATIONS FOR HIRING TO THE BOARD OF TRUSTEES. HCF REALTY LLC 40 EAST BAY STREET CHARLESTON SC 29401 HOLD PROPERTY FOR PRESERVATION SC 0 0 HISTORIC CHARLESTON FOUNDATION SANTEE DELTA CULTURAL RESOURCE PROJECT LLC 40 EAST BAY STREET CHARLESTON SC 29401 TO PROTECT AND PRESERVE THE CULUTRAL LANDSCAPE OF THE SANTEE DELTA SC 0 0 HISTORIC CHARLESTON FOUNDATION 80 ASHLEY LLC 40 EAST BAY STREET CHARLESTON SC 29401 HOLD PROPERTY FOR PRESERVATION SC 0 984112 HISTORIC CHARLESTON FOUNDATION