LORD BERKELEY CONSERVATION TRUST

EIN: 576140810 501(c)(3)

MONCKS CORNER, SC

Total Revenue
$348,641
Total Expenses
$456,977
Total Assets
$5,684,573
Net Assets
$5,662,940
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1992
Legal Domicile
SC
Principal Officer
JOHN O WILLIAMS
Phone
8438995228
Tax Period
2025-01-01 to 2025-12-31

LORD BERKELEY CONSERVATION TRUST, founded in 1992, is a small nonprofit that reported $349K in total revenue in fiscal year 2025. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $457K exceeded revenue, resulting in a 31% operating deficit.

Mission

OUR MISSION: TO PRESERVE OUR COMMUNITY'S SENSE OF PLACE BY PROTECTING ITS NATURAL, CULTURAL, AND OPEN SPACE RESOURCES IN PERPETUITY.OUR VISION: A LANDSCAPE ANCHORED BY OUR COMMUNITY'S NATURAL AND HISTORICAL TRADITIONS, EXISTING IN BALANCED HARMONY WITH A GROWING HUMAN PRESENCE.

Program Service Accomplishments

Program 1
Expenses: $324,450 Revenue: $28,177

LCBT HAS SECURED 70 CONSERVATION EASEMENTS ON 57 SITES AS OF DECEMBER 31, 2025. CURRENTLY, THERE ARE 50,812 ACRES OF LAND UNDER CONSERVATION EASEMENT. LCBT RECENTLY PUBLISHED THE FIRST EDITION OF THE...

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LCBT HAS SECURED 70 CONSERVATION EASEMENTS ON 57 SITES AS OF DECEMBER 31, 2025. CURRENTLY, THERE ARE 50,812 ACRES OF LAND UNDER CONSERVATION EASEMENT. LCBT RECENTLY PUBLISHED THE FIRST EDITION OF THE BOOK ENTITLED "SEVEN DAYS ON THE SANTEE DELTA" BY JOHN LANE AND PHILIP WILKINSON.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $274,860
Program Service Revenue $28,177
Investment Income $45,604
Other Revenue $0
TOTAL REVENUE $348,641

Expense Breakdown

Grants Paid $0
Salaries & Benefits $174,281
Fundraising Expenses $85,375
Program Expenses $324,450
Other Expenses $282,696
TOTAL EXPENSES $456,977

Year-over-Year Comparison

2025 2024 Change
Revenue $348,641 $797,596 -0.6%
Expenses $456,977 $445,075 +0.0%
Net Income $-108,336 $352,521 -1.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
13
Employees
3
Volunteers
5

Governance Policies

✓ Conflict of Interest Policy
✗ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$132,268
Total Directors
14
$132,268
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JACK BENNETT MEMBER 0.10
Director
$0 $0 $0
MARION BULL MEMBER 0.10
Director
$0 $0 $0
JOEL GRAMLING MEMBER 0.10
Director
$0 $0 $0
ALICE HELMLY MEMBER 0.10
Director
$0 $0 $0
MATT MOLDENHAUER MEMBER 0.10
Director
$0 $0 $0
THURMAN SIMMONS SECRETARY 0.10
Officer Director
$0 $0 $0
RYAN WENZEL PAST PRESIDENT 1.00
Director
$0 $0 $0
JOHN WILLIAMS PRESIDENT 0.10
Officer Director
$0 $0 $0
PAMELA WILLIAMS VICE PRESIDENT 0.10
Officer Director
$0 $0 $0
JEREMY BETSILL TREASURER 0.10
Officer Director
$0 $0 $0
YVONNE KNIGHT-CARTER MEMBER 0.10
Director
$0 $0 $0
KEARNY GREGORY MEMBER 0.10
Director
$0 $0 $0
CHAD FRAMPTON MEMBER 0.10
Director
$0 $0 $0
CHRIS VAUGHN EXECUTIVE DIRECTOR 40.00
Officer Director
$128,416 $3,852 $132,268
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $348,641 $456,977 $5,684,573 $-108,336
2024 $797,596 $445,075 $5,776,885 $352,521
2023 $525,872 $398,869 $5,346,000 $127,003
2022 $5,111,617 $2,864,317 $4,930,484 $2,247,300
2022 $5,111,617 $2,864,317 $4,930,484 $2,247,300
2021 $618,818 $624,944 $2,922,327 $-6,126
2020 $558,362 $594,461 $2,075,469 $-36,099
2019 $419,833 $521,126 $2,080,194 $-101,293
2018 $1,490,722 $1,134,192 $1,894,109 $356,530
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