2026-01-19T13:10:57-06:00 2025-06-30 570776381 WEBSTERROGERS LLP 1411 2ND LOOP RD FLORENCE SC 29505 990PF 2024-07-01 570564080 BELLE W BARUCH FOUNDATION BELL 8435464623 22 HOBCAW ROAD GEORGETOWN SC 29440 GEORGE K CHASTAIN EXECUTIVE DIRECTOR 8435464623 2026-01-16 1 1 TABATHA R BELLFLOWERSEA P01314866 8436655900 2024 2025-03-06 01:10:19Z X X 23242854 X 802055 374329 374329 374329 51000 51000 51000 51000 814112 6760921 814112 12175 466242 0 466242 2507738 1239441 903746 112765 0 0 65038 510857 0 0 294640 58499 0 0 33740 48892 0 0 0 35101 0 0 0 97010 95967 0 0 48654 0 0 26941 116066 0 116066 878837 0 0 593995 1906681 95967 116066 1014354 19889 19889 1926570 95967 116066 1034243 581168 1143474 787680 123683 202243 202243 998870 863296 863296 45836 37718 45836 45836 27797 24417 24417 148925 121059 121059 7936670 7556679 10386113 3134629 3666774 3736188 3206717 3560803 4128672 4128627 2483372 1639171 1645255 1645255 1965246 2089775 2089775 19219426 19776137 23242854 28272 10591 125500 140500 33945 12169 187717 163260 X 82322 -85489 18949387 19698366 19031709 19612877 19219426 19776137 19031709 581168 0 19612877 0 19612877 US BANK PRIMARY P 690291 671093 19198 19198 US BANK PRIMARY P 5914655 5112718 801937 801937 US BANK STOCK P 155975 162998 -7023 -7023 814112 12175 X 1986-05-02 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 SC 1 1 0 0 0 1 HOBCAWBARONY.ORG GEORGE CHASTAIN 8439049010 22 HOBCAW ROAD GEORGETOWN SC 29440 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GEORGE K CHASTAIN 22 HOBCAW ROAD GEORGETOWN SC 29440 EXECUTIVE DIRECTOR/CEO 40.00 101142 5048 6576 KATHERINE ANN CLOSE 22 HOBCAW ROAD GEORGETOWN SC 29440 MEMBER 0.50 0 0 0 RICHARD LENOBLE WILSON 22 HOBCAW ROAD GEORGETOWN SC 29440 MEMBER 0.50 0 0 0 WHITNEY POWERS 22 HOBCAW ROAD GEORGETOWN SC 29440 SECRETARY 0.50 0 0 0 CLAUDIUS E BUD WATTS IV 22 HOBCAW ROAD GEORGETOWN SC 29440 CHAIRMAN 1.00 0 0 0 HALSEY M COOK JR 22 HOBCAW ROAD GEORGETOWN SC 29440 MEMBER 0.50 0 0 0 JOHN J BRITTON MD 22 HOBCAW ROAD GEORGETOWN SC 29440 MEMBER 0.50 0 0 0 GEORGE WILLIAM OWEN 22 HOBCAW ROAD GEORGETOWN SC 29440 TREASURER 0.50 0 0 0 JAMES C CRAWFORD III 22 HOBCAW ROAD GEORGETOWN SC 29440 MEMBER 0.50 0 0 0 THOMAS C ROWLAND III 22 HOBCAW ROAD GEORGETOWN SC 29440 MEMBER 0.50 0 0 0 WILLIAM M WEBSTER IV 22 HOBCAW ROAD GEORGETOWN SC 29440 MEMBER 0.50 0 0 0 DAVID E DUKES 22 HOBCAW ROAD GEORGETOWN SC 29440 MEMBER 0.50 0 0 0 SYDNEY C MILLER 22 HOBCAW ROAD GEORGETOWN SC 29440 DIRECTOR OF DEVELOPM 40.00 95308 4675 6576 ALVA S WILLIAMSON III 22 HOBCAW ROAD GEORGETOWN SC 29440 DIRECTOR OF CONSERVA 40.00 65880 3244 6469 RICHARD M CAMLIN III 22 HOBCAW ROAD GEORGETOWN SC 29440 DIRECTOR OF EDUCATIO 40.00 58603 2880 6484 JAMES L BESSINGER 22 HOBCAW ROAD GEORGETOWN SC 29440 COORDINATOR OF MAINT 40.00 62653 3079 155 0 NONE 0 PROPERTY MANAGEMENT- EXPENSES INCURRED TO PRESERVE THE HISTORICAL BUILDINGS AND 17,500 ACRE RESEARCH RESERVE IN GEORGETOWN SC. EXPENSES INCLUDE FOREST MGMT., INS., PAYROLL, EQUIPMENT COST, UTILITIES, BUILDING MAINTENANCE, AND HISTORIC PRESERVATION. 747385 VISITORS CENTER- EXPENSES INCURRED TO CONDUCT EDUCATIONAL PROGRAMS THROUGH THE CENTER. EXPENSES INCLUDE INS., PAYROLL, UTILITIES, BLDG., MAINTENANCE AND PROGRAM SUPPLIES. PROGRAMS AND EXHIBITS ON VARIOUS ENVIRONMENTAL, HISTORIC AND RESEARCH TOPICS FOR ALL AGE GROUPS. 18,915 INDIVIDUALS VISITED THE DISCOVERY CENTER DURING THE TAX YEAR. 316239 RESEARCH- DIRECT FUNDING TO SUPPORT RESEARCH AND EDUCATION AT HOBCAW BARONY BY OTHER INSTITUTIONS OPERATING IN SOUTH CAROLINA. EXPENSES INCLUDE GRANTS MADE TO OTHER ORGANIZATIONS AS WELL AS EXPENSES INCURRED BY THE FOUNDATION TO SUPPORT PROGRAMS. 19889 0 17897750 1094046 0 18991796 0 0 18991796 284877 18706919 935346 X 1034243 0 1034243 1973-01-17 X 787680 889432 814314 838532 3329958 669528 756017 692167 712752 2830464 1034243 1000046 952245 849958 3836492 0 0 0 0 0 1034243 1000046 952245 849958 3836492 0 0 623564 592955 542876 559021 2318416 0 0 0 0 X COASTAL CAROLINA UNIVERSITY PO BOX 261954 CONWAY SC 29528 NONE N/A FACULTY RESEARCH GRANT 4989 FRANCIS MARION UNIVERSITY PO BOX 100547 FLORENCE SC 29502 NONE N/A LIGHTSEY VISITING SCHOLAR AWARD 4900 SOUTH CAROLINA INDEPENDENT COLLEGES AND UNIVERSITIES (SCICU) 1706 SENATE STREET COLUMBIA SC 29201 NONE N/A FACULTY RESEARCH GRANT 5000 UNIVERSITY OF SOUTH CAROLINA 901 SUMTER ST STE 501 COLUMBIA SC 29208 NONE N/A LIGHTSEY VISITING SCHOLAR AWARD 5000 19889 0 VISITOR CENTER 275490 RESOURCE MANAGEMENT 121748 14 374329 16 51000 18 814112 01 61460 MISCELLANEOUS INCOME 01 7544 0 1308445 397238 1705683 1A NOMINAL ADMISSION FEES ARE CHARGED FOR PROPERTY TOURS TO OBSERVE AND RECEIVE EDUCATION IN REGARD TO FORESTRY, WILDLIFE, FLORA AND FAUNA IN SOUTH CAROLINA. 1B INCIDENTAL INCOME FROM HARVESTING TIMBER IN REGARD TO A COMPREHENSIVE RESOURCE MANAGEMENT PLAN TO PROMOTE HEALTHY TIMBER AND TO PROVIDE AN APPROPRIATE HABITAT FOR ENDANGERED SPECIES. 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT C MIDDAUGH TRUST UNDER WILL 16 BROAD STREET CHARLESTON SC 29402 124529 X 2 POST COURIER 134 COLMBUS STREET CHARLESTON SC 29403 10000 X 3 HALSEY COOK 805 PLUM STREET SPARTANBURG SC 29302 17000 X 4 BILL OWEN 22 MACKAYS POINT COLUMBIA SC 29209 26000 X 5 WYATT FAMILY FOUNDATION PO BOX 106 CEDARTOWN GA 30125 25000 X 6 ROBERT KETNER 2317 KIRPATRICK PLACE GREENSBORO NC 27408 15900 X 7 TRACY HARDAWAY 205 CINDYS GATE COURT PIEDMONT SC 29673 5000 X 8 JEROME WILSON POST OFFICE BOX 65 BLACKSTONE VA 23824 5200 X 9 MARTHA EVANS 46 KILMER DRIVE HILLSBOROUGH NJ 08844 9000 X 10 HAYNSWORTH SINKLER BOYD PA PO BOX 11889 COLUMBIA SC 29211 12500 X 11 NELSON MULLINS RILEY AND SCARBOROUGH LLP 1320 MAIN STREET 17TH FLOOR COLUMBIA SC 29201 10000 X 12 HAROLD WYATT POST OFFICE BOX 106 CEDARTOWN GA 30125 25000 X 13 BETSY ALTMAN 118 PAWLEYS CREEKSIDE LOOP PAWLEYS ISLAND SC 29585 6400 X 14 CARLOS EVANS 425 COLVILLE ROAD CHAROLOTTE NC 28207 7500 X 15 DALLON WEATHERS 723 HAMPTON HILL ROAD COLUMBIA SC 29209 11500 X 16 DANIEL ERVIN 617 ROSEWOOD DRIVE FLORENCE SC 29501 25600 X 17 DAVID DUKES 2605 CANTERBURY ROAD COLUMBIA SC 29204 10000 X 18 MARGUERITE ASSEY 153 ALEXANDER CIRCLE COLUMBIA SC 29206 5000 X 19 FOUNDATION FOR THE CAROLINAS 220 N TRYON ST CHARLOTTE NC 28202 12500 X 20 WILLIAM BOWLES 144 SEA ISLAND DRIVE GEORGETOWN SC 29440 12500 X 21 CRES CALABRESE 732 DUNE OAKS DRIVE GEORGETOWN SC 29440 5010 X 22 LISBETH EVANS 301 NORTH MAIN SUITE 2306 WINSTONSALEM NC 27101 7000 X 23 MARY BOYD 330 COUNTRY CLUB DR COLUMBIA SC 29206 5000 X 24 LAURA HOY PO BOX 15879 SURFSIDE BEACH SC 29587 5000 X 25 BILL & CONNIE TIMMONS FOUNDATION POST OFFICE 1805 GREENVILLE SC 29602 10000 X 26 MATTHEW BRITTAIN 3802 NORTH OCEAN BOULEVARD MYRTLE BEACH SC 29577 5000 X 27 BROWN ADVISORY DAF 1616 CAMDEN RD SUITE 200 CHARLOTTE NC 28203 5000 X 28 CENTRAL CAROLINA COMMUNITY FOUNDATION 2711 MIDDLEBURG DRIVE STE 213 COLUMBIA SC 29204 11500 X 29 JIM CRAWFORD 209 MCIVER STREET CHERAW SC 29520 12500 X 30 DAFGIVING360 211 MAIN STREET SAN FRANCISCO CA 94105 23000 X 31 DAVID KOSSOVE 843 DEBORDIEU BOULEVARD GEORGETOWN SC 29440 13000 X 32 MERRILL LYNCH WEALTH MANAGEMENT 1301 GERVAIS STREET SUITE 1500 COLUMBIA SC 29201 14100 X 33 TOM MORAN 2075 TURNBERRY LANE MURRELLS INLET SC 29576 5500 X 34 BETTSY MOSIMANN 90 SWAN POINT TRAIL GEORGETOWN SC 29440 7300 X 35 MARGARET ELLEN PENDER 328 ETIWAN AVENUE COLUMBIA SC 29205 13850 X 36 MIKE PENLAND 8 BRADDOCK POINT COLUMBIA SC 29209 15000 X 37 SALEM INVESTMENT COUNSELORS 480 SHEPHARD STREET PO BOX 25427 WINSTONSALEM NC 271145427 7000 X 38 SYDNEY TAYLOR 355 SOUTH MAIN STREET 1401 GREENVILLE SC 29601 5000 X 39 HAL TURNER 927 GRAND OAK DRIVE GEORGETOWN SC 29440 5000 X 40 WATTS FAMILY FOUNDATION 947 WHITE POINT COURT CHARLESTON SC 29412 5000 X 41 BILLY WEBSTER 200 BYRD BOULEVARD GREENVILLE SC 29605 12000 X 1 2.34% INCREASE IN THE BENEFICIAL INTEREST IN REMAINDER TRUST 124529 2025-06-01 ACCOUNTING 35101 0 0 0 2010-12-30 4128627 2367306 0.000000000000 116066 0 116066 BROWN ADVISORY INVESTMENTS 3666774 3736188 BROWN ADVISORY INVESTMENTS 5989114 8770085 BROWN ADVISORY STOCK ACCOUNT INVESTMENTS 1567565 1616028 BROWN ADVISORY INVESTMENTS-HEDGE AT COST 3526387 4094256 BROWN ADVISORY SHORT TERM INVESTMENTS AT COST 4757 4757 BROWN ADVISORY STOCK ACCOUNT INVESTMENTS AT COST 29659 29659 4128627 2483372 1645255 LITIGATION 14693 0 0 0 LEGAL 34199 0 0 0 COLLECTIONS 59252 59252 59252 TIMBER RESERVE 1111463 1111463 1111463 32.34% BENEFICIAL INTEREST IN REMAINDER TRUST 794531 919060 919060 ARCHIVES AND COLLECTIONS 1317 0 0 1317 AUTO AND EQUIPMENT MAINTENANCE 66172 0 0 66172 BUILDING, ROADS, AND HORTICULTURE MAINTENANCE 115541 0 0 110823 CONTRACT SERVICES AND CONSULTANTS 123272 0 0 33600 DONOR DEVELOPMENT 18624 0 0 0 FOREST CONSERVATION 79657 0 0 79657 INSURANCE 196230 0 0 186201 MEMBERSHIP DUES 15009 0 0 10009 OFFICE SUPPLIES AND POSTAGE 58450 0 0 26912 RESOURCE MANAGEMENT 3766 0 0 3766 STAFF DEVELOPMENT 8013 0 0 4520 UTILITIES 59861 0 0 55985 VISITOR CENTER AND SPECIAL EVENTS 132805 0 0 14913 BAD DEBT LOSS ON PLEDGES 120 0 0 120 VISITOR CENTER 275490 275490 RESOURCE MANAGEMENT 121748 121748 MISCELLANEOUS INCOME 7544 7544 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 61460 61460 ACCRUED LIABILITIES 33945 12169 INVESTMENT FEE 95967 95967 0 0 TRUSTEE EXPENSE 1043 0 0 0 TAXES AND LICENSE 1943 0 0 0 PAYROLL TAXES 46711 0 0 26941