2025-12-16T07:43:07-06:00 2025-06-30 570776381 WEBSTERROGERS LLP 1411 2ND LOOP RD FLORENCE SC 29505 990 2024-07-01 571075947 PEE DEE LAND TRUST PEED 8436673229 448 W CHEVES STREET FLORENCE SC 29501 WENDELL JONES CHAIRMAN 8436673229 2025-12-10 1 1 TABATHA R BELLFLOWERSEA P01314866 8436655900 2024 2025-03-06 01:10:19Z WENDELL JONES 448 W CHEVES STREET FLORENCE SC 29501 1969929 0 X WWW.PEEDEELANDTRUST.ORG X 1998 SC TO PROTECT, AND TO PROMOTE AN APPRECIATION OF, THE NATURAL, AGRICULTURAL AND HISTORICAL RESOURCES OF THE PEE DEE WATERSHED OF SOUTH CAROLINA. 21 21 9 38 0 0 3376614 1466853 66637 73057 175476 430019 0 0 3618727 1969929 100 100 0 0 497490 517695 0 0 156611 3077961 1143703 3575551 1661498 43176 308431 5304760 5774965 34968 21637 5269792 5753328 TO PROTECT, AND TO PROMOTE AN APPRECIATION OF THE SIGNIFICANT NATURAL, AGRICULTURAL AND HISTORICAL RESOURCES OF THE PEE DEE WATERSHED OF SOUTH CAROLINA. 0 0 1318190 100 73057 IN 2024-2025, PEE DEE LAND TRUST MAINTAINED ITS MEMBERSHIP BASE AND OVERALL GIVING WAS SOLID. PDLT CONSERVED AN ADDITIONAL FIVE (5) PROPERTIES TOTALING 1,145 ACRES UNDER CONSERVATION EASEMENTS. THE EASEMENTS CONSERVE RURAL OPEN SPACE VIEWS, WATER QUALITY AND NATURAL HABITATS IN THE PEE DEE RIVER BASINS, AND PRIME SOILS AND SOILS OF STATEWIDE IMPORTANCE FOR AGRICULTURE. MOST OF THE EASEMENTS ARE IN CLOSE PROXIMITY TO OTHER PROTECTED PROPERTIES. AS OF JUNE 30, 2025, PEE DEE LAND TRUST COMPLETED MONITORING OF 52% (OF 2025 CALENDAR YEAR MONITORING) OF ITS EASEMENTS. NO EASEMENTS HAVE BEEN AMENDED. 1318190 1 1 0 1 0 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 6 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 SC NC NY VA TN FL GA AL X LYLES COOPER LYLES 8436673229 448 W CHEVES STREET FLORENCE SC 29501 MARY CAROLINE VAUGHT BOARD MEMBER 0.20 X 0 0 0 DAVID DEWITT BOARD MEMBER 0.20 X 0 0 0 COREY CRAIG BOARD MEMBER 0.20 X 0 0 0 PERRY HUNTER BOARD MEMBER 0.40 X 0 0 0 LR PERRY BOARD MEMBER 0.20 X 0 0 0 WENDELL JONES CHAIRMAN 1.00 X X 0 0 0 PATI MARTIN BOARD MEMBER 0.20 X 0 0 0 WILLIAM TATUM BOARD MEMBER 0.20 X 0 0 0 PHILLIP ALBERGOTI BOARD MEMBER 0.20 X 0 0 0 JOHN BITTLE BOARD MEMBER 0.40 X 0 0 0 TOM BETHEA TREASURER 0.50 X X 0 0 0 LANE GILPIN BOARD MEMBER 0.20 X 0 0 0 AMY MCFADDEN BOARD MEMBER 0.20 X 0 0 0 JULIAN YOUNG VICE CHAIRMAN 0.75 X X 0 0 0 SEL HEMMINGWAY BOARD MEMBER 0.20 X 0 0 0 CURTIS LEE BOARD MEMBER 0.20 X 0 0 0 DOUG NEWTON BOARD MEMBER 0.20 X 0 0 0 THOMAS BRODIE BOARD MEMBER 0.20 X 0 0 0 BERRY COGGESHALL BOARD MEMBER 0.20 X 0 0 0 CHASE HOWARD BOARD MEMBER 0.20 X 0 0 0 CHARLES JACKSON BOARD MEMBER 0.20 X 0 0 0 LYLES C LYLES EXECUTIVE DIRECTOR 40.00 X 104088 0 0 SETH L COOK DIRECTOR OF LAND CONSERVATION 40.00 X 103708 0 0 207796 0 0 2 0 0 0 0 752949 713904 1466853 PROGRAM REVENUE 900099 71245 71245 PROMOTIONAL ITEMS 900099 1812 1812 73057 100954 100954 329065 0 329065 329065 329065 1969929 73057 0 430019 100 100 110525 71841 16579 22105 358435 232983 53765 71687 12860 8359 1929 2572 35875 23319 5381 7175 18668 14001 4667 18197 12738 1820 3639 43523 43523 907 181 545 181 17064 9385 853 6826 2350 1528 470 352 13063 9036 1306 2721 7025 3513 3512 9818 9818 48048 36036 7207 4805 EASEMENT PURCHASES 760000 760000 EVENT EXPENSE 56579 36776 11316 8487 FOOD CATERING 54429 35379 10886 8164 COMPUTER SERVICE 17314 8658 4328 4328 76718 54357 8792 13569 1661498 1318190 186697 156611 208801 206370 729930 90466 649282 639464 4446677 4929131 5304760 5774965 34968 21637 34968 21637 X 2389355 2507508 2880437 3245820 5269792 5753328 5304760 5774965 308431 175105 0 X X 0 1 X 1 0 X 1192195 1426827 1314922 3376614 1466853 8777411 1192195 1426827 1314922 3376614 1466853 8777411 524220 8253191 30876 79807 104992 175472 100953 492100 9269511 332662 0.89040 0.88210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 0 0 1 700 0 1 700 0 PART II-B, LINE 1: PEE DEE LAND TRUST (PDLT) DID ENGAGE IN MINIMAL GRASSROOTS LOBBYING BY ASKING BOARD MEMBERS TO CONSIDER CALLING LEGISLATORS AND CONGRESSMEN ABOUT A CONSERVATION-INCENTIVES BILL AT THE FEDERAL LEVEL AND CONSERVATION BANK FUNDING AT THE STATE LEVEL. PAID STAFF ALSO VISITED STATE LEGISLATORS AND WROTE TO CONGRESSMEN RELATING TO CONSERVATION BANK FUNDING AND CONSERVATION LEGISLATION AT THE STATE AND FEDERAL LEVEL. THE PDLT INCURRED MINIMAL LOBBYING EXPENSES FOR FY 2024-2025 ESTIMATED TO BE $700. X X X 114 47881.00 0 0 0 1 1 286.00 2858 1507387 13030 253387 116805 1656999 1282654 2000 329769 107036 1507387 1141058 3740 240970 103114 1282654 1404527 8612 -191807 80274 1141058 1208990 15950 376622 195035 1406527 1.00000 0 0 462649 462649 199770 28366 171404 67511 62100 5411 639464 ACCOUNTS PAYABLE 21637 21637 X 2101514 175108 175108 1926406 43523 43523 1969929 1617975 0 1617975 43523 43523 1661498 PART II, LINE 5: PEE DEE LAND TRUST (PDLT) IS COMMITTED TO PROTECTING THE CONSERVATION PURPOSES OF EACH CONSERVATION EASEMENT WHICH IT HOLDS. PDLT CONDUCTS ANNUAL MONITORING INSPECTIONS OF EVERY PROPERTY ON WHICH IT HOLDS A CONSERVATION EASEMENT. SUCH INSPECTIONS ARE DOCUMENTED IN MONITORING REPORTS ASSOCIATED WITH EACH PROTECTED PROPERTY. THIS PRACTICE IS OUTLINED IN THE "MONITORING POLICY" OF THE PDLT. THE RIGHT TO MONITOR/INSPECT PROPERTY ON WHICH THE PDLT HOLDS A CONSERVATION EASEMENT IS ADDRESSED IN THE CONSERVATION EASEMENT DOCUMENT. THIS DOCUMENT GRANTS PDLT THE RIGHT OF VISUAL ACCESS, RIGHT TO MONITOR, RIGHT TO PREVENT INCONSISTENT USES, RIGHT TO REQUIRE RESTORATION, AND ADDITIONAL REMEDIES. PDLT HAS A WRITTEN "EASEMENT VIOLATION RESOLUTION POLICY" WHICH ESTABLISHES A PROCEDURE FOR ADDRESSING VIOLATIONS OF CONSERVATION EASEMENTS. PART II, LINE 9: CONSERVATION EASEMENTS HAVE NO STATED VALUE AND THEREFORE, THE ESTIMATED VALUE OF EASEMENTS IS NOT RECORDED ON THE FINANCIAL STATEMENT BECAUSE THE EASEMENTS DO NOT REPRESENT A FUTURE ECONOMIC BENEFIT TO THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THEREFORE HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE FINANCIAL STATEMENTS. IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION INCURRED NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2025. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL TAX EXAMINATIONS BY TAX AUTHORITIES. BECAUSE THE ORGANIZATION IS EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE 501(C)(3), THE ORGANIZATION IS GENERALLY NOT EXPOSED TO INTEREST AND PENALTIES RELATED TO INCOME TAXES. WHEN APPLICABLE, THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES PAID RELATED TO TAX OBLIGATIONS AND BENEFITS IN MANAGEMENT AND GENERAL EXPENSES. X 5 N/A 0 1 0 PART I, LINE 33: IN FISCAL YEAR 2024-2025, THE PEE DEE LAND TRUST RECEIVED 5 QUALIFYING CONSERVATION EASEMENT DONATIONS. CONSERVATION EASEMENTS HAVE NO STATED VALUE AND THEREFORE, ARE NOT RECORDED ON THE BOOKS OF THE PEE DEE LAND TRUST. THE ESTIMATED VALUE OF EASEMENTS IS NOT RECORDED ON THE FINANCIAL STATEMENT BECAUSE THE EASEMENTS DO NOT REPRESENT A FUTURE ECONOMIC BENEFIT TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B EACH BOARD MEMBER OF PEE DEE LAND TRUST (PDLT) RECEIVES A COPY OF THE 990 BY EMAIL FOR THEM TO REVIEW. THE FINANCE COMMITTEE WILL REVIEW THE COPY OF THE 990 AND PUT FORTH A MOTION FOR APPROVAL AT THE DECEMBER BOARD OF DIRECTORS MEETING. ONCE THE BOARD APPROVES THE RETURN WILL BE FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF THE COMMITTEE OF PEE DEE LAND TRUST (PDLT) WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY RECEIVE A COPY OF THE CONFLICTS OF INTEREST POLICY. MEMBERS ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST AND IF A CONFLICT OF INTEREST IS DETERMINED THEN THE GOVERNING BOARD SHALL APPOINT A DISINTERESTED PERSON TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION. IF AN EQUALLY ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD MAY DETERMINE TO PROCEED. HOWEVER, THE CONFLICTED PARTY MAY NOT BE PRESENT DURING DISCUSSION UNLESS TO PROVIDE INFORMATION AND MUST BE ABSENT FROM A VOTE. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF PEE DEE LAND TRUST (PDLT) REVIEWS AND APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 18 DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE. FORM 990, PART VI, SECTION C, LINE 19 PEE DEE LAND TRUST (PDLT) HONORS THE REQUIREMENTS OF THE LAWS GOVERNING REQUESTS FOR SUCH DOCUMENTS FROM THE PUBLIC AND FEDERAL AND STATE AGENCIES. PART XII, LINE 2C PEE DEE LAND TRUST (PDLT) HAS A FINANCE COMMITTEE WHICH ASSUMES RESPONSIBILITY FOR THE OVERSITE OF THE COMPILATION OF THE FINANCIAL STATEMENTS.