2026-01-21T14:07:06-06:00 2025-06-30 205788602 Glaser and Company LLC 1859 Summerville Ave Suite 800 Charleston SC 29405 990 2024-07-01 570439524 The Preservation Society of Charleston Inc PRES 8437224630 147 King Street Charleston SC 29401 Brian Turner President and CEO 8437224630 2026-01-21 1 1 Erik Glaser CPA P00724565 8438490179 2024 2025-03-06 01:10:19Z Brian Turner 147 King Street Charleston SC 29401 8851268 0 X www.preservationsociety.org X 1920 SC The Preservation Society of Charleston is dedicated to the preservation and enjoyment of Charleston's distinct character, quality of life and diverse neighborhoods. 24 24 31 175 0 0 1232107 2141457 235313 324008 335574 486006 1027685 1089632 2830679 4041103 0 0 0 0 1480960 1697490 0 0 417481 986757 849165 2467717 2546655 362962 1494448 11042958 13074300 87500 116477 10955458 12957823 X The Preservation Society of Charleston is dedicated to the preservation and enjoyment of Charleston's distinct character, quality of life and diverse neighborhoods. 0 0 1155133 324008 AdvocacyThe Preservation Society of Charleston (PSC) works to protect Charleston's historic buildings, cultural resources and communities by promoting better development practices, flood mitigation, and tourism management. We support a more livable, sustainable future for Charleston through advocacy, education, and community engagement. The PSC is in a unique position to analyze and explain the connections between planning and zoning decisions and the quality of life for people who live and work in Charleston. Through regular communication (both electronic and print) and an informative and versatile website, the PSC alerts citizens to the issues, encouraging them to engage with their public officials, and to have a voice in the public process. Additional aspects of our advocacy work include:Sustainable Growth and Development by DesignWith intense pressure for new, large-scale development is impacting every major city in America, and Charleston is no exception. The rapid Charleston population growth requires added vigilance to promote sustainable development patterns and preservation of the city's unique architectural character. The community must work together to ensure Charleston doesn't become "Anywhere, USA."Charleston has long been a pioneer in historic preservation. In 1931, urged by the PSC, the City passed the nation's first zoning ordinance to protect historic buildings. For nearly a century, our Board of Architectural Review has been a model for cities around the country, tasked with reviewing applications for demolitions, alterations, and new construction within an area covering over 1,000 acres.Yet, Charleston's desirability in the modern era has wrought major new challenges. City boards and commissions tasked with managing growth are inundated with requests that are ever-increasing in size and complexity. In the last several years, there has been a noted uptick in proposals that are incompatible with environmental realities and the character Charleston has fought to sustain for over 100 years.The PSC's vision for growth puts the responsibility on developers to demonstrate how their project contributes to our unique historic city. The focus of our land-use policies must be on creating a city that works for people, embracing humanistic and resilient design, not simply whatever will most profitably expand the tax base.FloodingCharleston's connection to the sea is integral to its identity. Yet water is a blessing and a curse for our built environment. We must address a complex suite of flooding challenges that threaten our historic city including storm surges, king tides, and groundwater inundation.Successful management of flooding in Charleston requires us to continuously press our public officials to manage growth wisely and invest in critical infrastructure to protect life and property. In the last several years, the impacts to our already flood-prone City have been noticeably accentuated by the rapid growth of our built environment and sea-level rise. Time is of the essence to ensure that the city's growth does not compromise its resilience.The PSC is committed to finding solutions that best safeguard our community and the heritage it stewards from increasing flood events and climate change. Charleston's distinct character, quality of life, and diverse neighborhoods are all at risk if we avoid the continuous need for comprehensive flood risk mitigation.Tourism ManagementThe Preservation Society is a committed advocate for sustainable tourism. The City was a pioneer when it adopted the nation's first local tourism management plan in 1978, but in recent years has missed opportunities to modernize its policies and programs. Key current issues in Charleston tourism that must be addressed include housing affordability, the loss of neighborhood businesses, and increasing congestion.Tourism is not new to Charleston. Visitation to historic buildings was an important economic driver of early historic preservation efforts in the 1920s. And, as the City quickly learned, over-tourism can have harmful consequences. When tourists began whisking away the decorative elements adorning the City's historic dwellings, the Preservation Society responded by pressing for stronger City oversight and later adopted an informal motto: "Gut Fish, Not Houses."Ironically, the destination marketing for Charleston today heavily features the iconic sites that earlier generations had the foresight to preserve. Rainbow Row, once a dilapidated set of rowhouses, graces social media feeds all over the world. Travelers are undoubtedly lured by the city's architectural beauty that preservationists have worked to defend.But, at a point, the attention can strain our City and diminish the values that make it so unique. We face a significant housing shortage at a time when market pressure for hotels and short-term rentals is soaring. Neighborhood-serving businesses are being pushed out by high-end shops and restaurants that cater to tourists. And the quality of the visitor experience is at risk when we romanticize and inaccurately characterize the City's past.Preserving The City of Charleston As A Living CityPreservation today is about honoring the living city - one that evolves to support the needs of the people who live and work here, while maintaining the elements that make is special. As preservationists, the PSC serves as a thought-leader and community organizer, ensuring that the lessons of the past inform the future of our city.Some of our Preservation Initiatives and Projects are as follows:The Carolopolis Awards - Our signature awards program promotes excellence in historic preservation through recognition of exceptional projects that protect the historic resources of Charleston and the Lowcountry. After more than 1,500 awards given, the Carolopolis Award has become as much a part ofthe fabric of the city as the buildings it honors.In February 2025, the PSC hosted the 71st Carolopolis Awards. The PSC recognized a diverse group of 28 winning projects.Resilience Guidance for Charleston - is an initiative of the PSC to empower residents to pursue adaptations that enhance their property's resilience to changing environmental conditions. This resource is the first of its kind for Charleston and was developed over the course of a year in partnership with the City of Charleston.Guided by a nationally-recognized design firm, and robust community feedback on experiences, attitudes, and priorities to address threat impacts, the guidance provides accessible, effective recommendations for enhancing the resilience of existing properties and provide residents the tools they need to navigate the city approval process.The Resilience Guidance for Charleston is organized by specific building and site components and provides readers with information to quickly identify areas of improvement, relative costs, level of necessary professional assistance, and local permit review requirements.UNION PIER REDEVELOPMENT - Union Pier, a 70-acre site in the City of Charleston, has functioned as a working waterfront for centuries. In 2020, the South Carolina State Ports Authority (SPA) contracted with a real estate development company to prepare the property for sale. The quickly-developing project led the PSC to set forward key principles for redevelopment and explore the history of the site to better understand itsevolution and cultural significance.The PSC has been working ever since to ensure the public's voice is heard in this process. A previous proposal had failed to respond to community concerns, including the size and scale of the built environment and insufficient resilience measures that should be the primary focus of new waterfront development. Now, new ownership has a much more sympathetic approach and the PSC is a key community partner to ensure compatible development.Charleston's Justice Journey (CJJ) - The is a project of the PSC that recognizes sites significant to African American history and the ongoing journey toward racial equality in Charleston and the Lowcountry. This online research and mapping initiative is a growing resource for deepening our collective understanding of people, institutions, movements, and events that shaped the course of the region's civil rights history. Through this project, the PSC is partnering with the community to elevate the full narrative of Charleston's history.Mapping Charleston's Black Burial Grounds - The Mapping Charleston's Black Burial Grounds Project is a community-led initiative to identify threatened gravesites in the City of Charleston, South Carolina. Made possible by funding from the National Park Service African American Civil Rights Grant Program, the digital map aims to increase public awareness of Black burial grounds to strengthen protections for these sacred spaces as Charleston grows and develops. 636360 1081279 Retail ShopThe retail operation of the society is comprised of a bricks-and-mortar shop and growing online presence and is staffed by a group of gifted employees. The shop features the work of local "makers" from feather brackish bow ties to a line of locally crafted handbags. More than ever aligned with the PSC's mission of advocating for what is truly authentic and real in Charleston, the retail operation both stabilizes the organization's cash flow and furthers its work, enrolling new members and educating the public about the PSC's mission. (Continued on Schedule O)Since 2015, we've grown our retail business more than fivefold, and there has never been a better time to support local makers. When you shop at the PSC Shop, your support goes far beyond our mission and advocacy work. This year alone, The PSC Shop will put over $1,000,000 back into the local makers and craftsmen community.Our partnership with local makers fits seamlessly with our mission committing us to the quality of life of the Charleston community and our storefront at 147 King Street brings exposure of these craftsmen to the bustling corner of King and Queen streets. As is the case with Brackish, Smithey Ironware Co., Burls & Steel, and J. Stark, The PSC Shop serves as the top national retailer for some of the most esteemed local brands.We're thankful for our members and local customers who make The Shop a primary destination for regional literature, apparel and accessories, and even gourmet grocery items! Customers from out-of-town return home with genuine pieces of Charleston craftsmanship, and, in turn, share the work ofour community with the world. 1791493 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 45 0 1 31 0 0 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X X X Amanda Cote 8437224630 147 King Street Charleston SC 29401 Andrew Gowder Jr Chair 12.00 X X 0 0 0 Elizabeth Hagood Vice Chair 2.00 X X 0 0 0 Kate Campbell Secretary 2.00 X X 0 0 0 James Mabry IV Treasurer 2.00 X X 0 0 0 Summerlin Anderson Director 2.00 X 0 0 0 Mariana Hay Avant Director 2.00 X 0 0 0 Wiley Becker Director 2.00 X 0 0 0 Grace Fey Director 2.00 X 0 0 0 Walter Fiederowicz Director 2.00 X 0 0 0 Laura Gates Director 2.00 X 0 0 0 Lyles Geer Director 2.00 X 0 0 0 Harlan Greene Director 2.00 X 0 0 0 Peter Horan Director 2.00 X 0 0 0 Ittriss Jenkins Director 2.00 X 0 0 0 Glenn Keyes Director 2.00 X 0 0 0 Noppon Kichanan Director 2.00 X 0 0 0 Virginia Lane Director 2.00 X 0 0 0 Benjamin Lenhardt Jr Director 2.00 X 0 0 0 Alexandra Macon Director 2.00 X 0 0 0 Kellye McKenzie Director 2.00 X 0 0 0 Charles Sullivan Director 2.00 X 0 0 0 Debra Treyz Director (Term ended December 2024) 2.00 X 0 0 0 Eugene Walpole IV Director 2.00 X 0 0 0 Sheila Wertimer Director 2.00 X 0 0 0 Nickisha Woodward Director 2.00 X 0 0 0 Brian Turner President and CEO 40.00 X 161792 0 26298 Amanda Cote Director of Finance & Operations 40.00 X 99739 0 27577 Andy Archie Director of Retail Operations 40.00 X 145705 0 5421 407236 0 59296 2 0 1 0 0 90301 216963 1834193 13207 2141457 Tours and Programs 712120 324008 324008 324008 312335 312335 3850555 3676884 173671 173671 173671 2214560 1133281 1081279 1081279 Other income 900099 8353 8353 8353 4041103 1405287 0 494359 260375 83766 92843 83766 1136614 963975 18916 153723 63072 41557 8340 13175 133150 105609 7358 20183 104279 78210 8342 17727 1925 1925 48398 48398 22977 22977 123261 38237 82606 2418 72787 54123 900 17764 203734 165081 11062 27591 50570 22230 9102 19238 42548 34032 2725 5791 22099 14996 2660 4443 32466 16556 15095 815 25235 18926 2019 4290 49854 37391 3988 8475 Events 153311 114879 350 38082 2546655 1791493 337681 417481 247495 251809 1235610 797081 125037 32381 608670 643312 24000 79269 877278 429457 260672 447821 8530324 10817754 11150 4873 11042958 13074300 76350 111604 11150 4873 87500 116477 X 5149366 6916939 5806092 6040884 10955458 12957823 11042958 13074300 X 1494448 506834 1083 X 0 1 X 1 0 X 2240779 841156 1069723 1232107 2149645 7533410 1520156 1427521 1414044 2282345 1405287 8049353 3760935 2268677 2483767 3514452 3554932 15582763 0 0 0 15582763 233495 167430 176883 201814 312335 1091957 233495 167430 176883 201814 312335 1091957 3994430 2436107 2660650 3716266 3867267 16674720 0.93450 0.95340 0.06550 0.05000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X 81 50.41 81 2 1 400.00 15201 6077967 1000000 811388 101557 7787798 5337456 3119 895909 158517 6077967 4770844 118215 624211 175814 5337456 0.49829 0.50172 0 0 72185 72185 690866 386480 304386 42977 42977 0 71250 71250 447821 Operating Lease Liability 4873 4873 4524960 506834 506834 4018126 22977 22977 4041103 2522595 -1083 -1083 2523678 22977 22977 2546655 Part V, Line 4: The Society has established a board designated endowment for general operations support. Further, the Society has established four donor restricted endowments for Advocacy and Civic Engagement, the Elizabeth Cahill Lecture Series endowment, and two general operations endowments. Part XII, Line 2d - Other Adjustments: Bad debt expense, net of recovery -1,083. 1 X X X 0 0 0 0 0 0 0 0 0 Brian Turner President and CEO 159292 0 2500 0 0 0 5317 0 20981 0 188090 0 0 0 Andy Archie Director of Retail Operations 144705 0 1000 0 0 0 4263 0 1158 0 151126 0 0 0 Part I, Line 3 The PSC's finance committee has the authority to work through the process of reviews and approval of executive compensation. The decision is presented to the finance committee for approval or recommendation as part of the annual budget process. Form 990, Part III, Line 4a - Continued The scope of this project is limited to burial locations within the City of Charleston's Urban Growth Boundary and the Ashley River Historic District. These project boundaries were selected to support more transparent and informed land use decision making in the City of Charleston. A first-of- its-kind resource, this map can be referenced by residents, descendants, policy makers, and members of the development community to better understand and protect gravesites citywide. Black Businesses of Charleston Oral History Project - The heartbeat of Charleston's economy and culture has traditionally been locally-owned, neighborhood-serving businesses that provide essential goods, services, and gathering spaces. This is especially true for Black communities that forged entrepreneurial success and vibrant cultural identity in the face of racial segregation and injustice. In recent decades, many Black-owned businesses have been lost as Charleston's urban and demographic landscape has changed dramatically under intensifying redevelopment pressures. The cultural significance and economic impact of Black businesses has been severely under-documented and the need is urgent to capture first and second-hand memories of this central part of Charleston history. Through this project, the PSC is partnering with the Charleston County School District 20 Principal Collaboration Program, Burke High School Foundation and families of Black business-owners to elevate these important, yet underrepresented stories through the lens of personal experience. Historic Markers - Since 1959, the PSC has erected over 100 historic markers in Charleston's Old and Historic District. The program began when the PSC was asked by the Charleston Historical Commission, a city-sponsored organization responsible for the marking of important public facilities, to assist in recognizing noteworthy private residences by erecting historic markers. The purpose of the markers is to inform visitors and residents alike as to the historical background of the city. Tours - The PSC's fall tours and curated tour programs offer guided house tours, walking tours, and educational programs that focus on Charleston's unique history and architecture. The PSC has refocused the program to ensure the long-term sustainability of the tours by mitigating the impacts on the buildings, neighborhoods, and residents. By reducing the size of the tours and improving the educational content, the society demonstrates that quality over quantity is the best path forward for our residents and visitors. The following are some of the tours offered in 2024-25: House and Garden Tours - Discover a different neighborhood each weekend during our Saturday House and Garden Tours from 2 5 PM. Explore at your own pace and learn about the history, architecture, and landscapes of each site from our knowledgeable volunteer docents. Each tour is unique and features a selection of 6 8 properties, showcasing a variety of architectural styles, ages of construction, and mix of interiors and exteriors for you to enjoy. Insiders History and Architecture Tours - Insider's History and Architecture Tours take guests inside some of Charleston's finest buildings, seldom open to the public. These tours are led by noted professionals such as architects, historians, and preservation experts with in-depth interpretation focused on Charleston's unique architectural styles, preservation ethic, and interior design. Each tour includes a unique set of 3 4 properties with refreshments and lasts approximately 2.5 hours. Insiders Garden Tours - The Insider's Garden series is designed for garden enthusiasts and are led by notable professionals such as landscape architects, garden designers, and horticulturalists. In addition to visiting some of the city's most beautiful private gardens, guests will also learn about subjects ranging from the latest gardening trends, to Charleston's vast horticultural history, and its diverse flora and fauna. Each tour includes a unique set of 4 5 gardens and lasts approximately 2.5 hours. Form 990, Part VI, Section A, line 6 Subject to terms and conditions established by the PSC's Board of Directors, any person(s), firm or corporation may become a member of the Society upon the payment of annual dues to the society. Membership shall be for a term of one year beginning with the month in which dues are received by the PSC. Form 990, Part VI, Section A, line 7a The PSC's board of directors shall be elected by the affirmative vote of a majority of members in good standing present at the annual meeting held on a date not later than four months after the close of the fiscal year. Form 990, Part VI, Section A, line 7b Each member shall be entitled to vote on all matters brought before the membership, subject to the provision that the member is current in the payment of dues and subject to the further provision that no new or reinstated membership will be eligible to vote on matters brought before any annual or special meeting of the membership if such member has joined fewer than 45 days before the date of any such meeting. Form 990, Part VI, Section B, line 11b The Form 990 is provided to the Board of Directors for a comment and review period of 5 days. Upon completion of this period, and addressing any comments or questions, the Form 990 is efiled with the IRS. Form 990, Part VI, Section B, line 12c The Board of Directors receive regular updates from staff regarding Charleston development projects that directly affect the mission and workof PSC, thereby alerting board members to monitor any areas of potential personal conflict. The chair of the board and the chairs of board committees are well informed about such development projects and throughthe leadership of the board chair regularly reminds board members to beaware of and bring forth potential conflicts. The board chair and executive committee has direct conversations with board members to discuss any potential conflicts and if such potential exists, enact the procedures of compliance and enforcement outlined in the board adopted "PSC board of directors conflict of interest policy" that all board members sign as they join the board. Form 990, Part VI, Section B, line 15 The PSC's finance committee has the authority to work through the process of reviews and approval of executive compensation. The decision is presented to the finance committee for approval or recommendation as part of the annual budget process. The decision is presented to the board of directors for approval or recommendation. The finance committee reviews and approves all compensation as part of the annual budget process. Form 990, Part VI, Section C, line 19 These documents are made available to the public upon request by contacting the business office of the PSC. Form 990, Part XI, line 9: Bad debt expense, net of recovery 1,083.