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Nonprofit · EIN 57-6143218

KATAWBA VALLEY LAND TR

Also known as KVLT

Tax-exempt · LANCASTER, SC 29721

Financials

$720K$178K2022$310K$250K2023$206K$338K2024
Revenue Expenses · by fiscal year end
Financials of KATAWBA VALLEY LAND TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$205,614$338,301-$132,687$10,067,248$0$10,067,248
December 31, 2023990$310,019$249,702$60,317$10,019,967$0$10,019,967
December 31, 2022990$720,219$178,275$541,944$9,784,490$4,411$9,780,079
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$170,004
Membership dues
$56,247
Program service revenue
$0
Investment income
$25,062
Net rental income
$17,306
Net gain from sales of assets
$5,174
Net income from fundraising events
-$6,758
Other revenue
$10,548

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$78,000
Other salaries and wages
$55,120
Salaries, compensation and benefits (total)
$155,304
Professional fundraising fees
$0
Accounting fees
$16,736
Travel
$5,122
Depreciation
$5,783
Program services (functional)
$285,642
Management and general (functional)
$38,972
Fundraising (functional)
$13,687

Balance sheet and other

Total assets, start of year
$10,019,967
Total assets, end of year
$10,067,248
Total liabilities, end of year
$0
Net assets, end of year
$10,067,248
Land, buildings and equipment
$7,938,703
Publicly traded securities
$1,079,843
Net assets without donor restrictions
$10,060,248
Net assets with donor restrictions
$7,000
Gross receipts
$375,235
Employees
3
Year formed
1992
State of legal domicile
SC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
MICHELLE EVANSEXECUTIVE DI
Officer
40$78,000$6,000
ANDREW LAZENBYPRESIDENT
Trustee or director, Officer
3$0$0
MARK STRICKLANDVICE PRESIDE
Trustee or director, Officer
2$0$0
JILL MARSHALLSECRETARY
Trustee or director, Officer
2$0$0
BUDDY J FAILE IVTREASURER
Trustee or director, Officer
1$0$0
DEVON BAGLEYTRUSTEE
Trustee or director
1$0$0
BARRY BEASLEYTRUSTEE
Trustee or director
1$0$0
TINA HELMSTRUSTEE
Trustee or director
1$0$0
ELIZABETH HYATTTRUSTEE
Trustee or director
1$0$0
SANDY H ROBINSONTRUSTEE
Trustee or director
1$0$0
LINDA WILLIAMSTRUSTEE
Trustee or director
1$0$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensationOther / benefits
MICHELLE EVANSEXECUTIVE DIRECTOR
Key employee
40$7,500$6,000
CHRIS CROSBYTRUSTEE
Trustee or director
1$0$0
ELIZABETH HYATTTRUSTEE
Trustee or director
1$0$0
LINDA WILLIAMSTRUSTEE
Trustee or director
1$0$0
SANDY H ROBINSONTRUSTEE
Trustee or director
1$0$0
DEVON BAGLEYTRUSTEE
Trustee or director
1$0$0
BARRY BEASLEYTRUSTEE
Trustee or director
1$0$0
MARK STRICKLANDVICE PRESIDENT
Trustee or director, Officer
1$0$0
BUDDY J FAILE IVTREASURER
Trustee or director, Officer
2$0$0
JILL MARSHALLSECRETARY
Trustee or director, Officer
2$0$0
ANDREW LAZENBYPRESIDENT
Trustee or director, Officer
3$0$0
990 for the year ended December 31, 2022: 12 people
NameTitleHours / weekCompensation
MICHELLE EVANSEXECUTIVE DIRECTOR
Key employee
40$75,668
WILLIAM H STOKESTRUSTEE
Trustee or director
1$0
JILL MARSHALLTRUSTEE
Trustee or director
1$0
ANDREW LAZENBYTRUSTEE
Trustee or director
2$0
LINDA WILLIAMSTRUSTEE
Trustee or director
1$0
PAUL GETTYSTRUSTEE
Trustee or director
2$0
BUDDY J FAILE IVTRUSTEE
Trustee or director
1$0
BARRY BEASLEYTRUSTEE
Trustee or director
2$0
MARION H GRIERPRESIDENT
Trustee or director, Officer
5$0
DEVON BAGLEYSECRETARY
Trustee or director, Officer
2$0
ROBERT COLLINSTREASURER
Trustee or director, Officer
5$0
MARK STRICKLANDVICE PRESIDENT
Trustee or director, Officer
1$0

Address and contacts

Address (IRS master file)
PO BOX 1776, LANCASTER, SC 29721-1776
Principal officer (990 for 2024)
ANDREW LAZENBY, 106 EAST MEETING STREET, LANCASTER, SC 29720
Signed the 990
ANDREW LAZENBY, PRESIDENT
Phone
(803) 285-5801
Return prepared by
SCOTT AND COMPANY LLC

Mission

THE MISSION OF THE KATAWBA VALLEY LAND TRUST IS TO PROTECT THE NATURAL RESOURCES, CULTURAL RESOURCES, OPEN LANDS, WATERS, AND VISTAS OF AESTHETIC VALUE IN THE CATAWBA RIVER VALLEY AND SURROUNDING AREAS.

990 for the year ended December 31, 2024

Program accomplishments

  • THE TRUST IS A NONPROFIT, PRIVATE CONSERVATION ORGANIZATION DEDICATED TO THE PROTECTION OF NATURAL RESOURCES, OPEN LANDS, WATERS, HISTORIC RESOURCES, AND VISTAS OF AESTHETIC VALUE IN THE CATAWBA RIVER VALLEY AND SURROUNDING AREAS. THE TRUST MAY ACQUIRE INTEREST IN PROPERTY WHICH HAS SIGNIFICANT VALUE. IT MAY EDUCATE THE PUBLIC AS TO THE NECESSITY, IMPORTANCE, BENEFITS AND IMPACTS OF OPEN SPACES. THE TRUST OPERATES EXCLUSIVELY FOR CONSERVATION, EDUCATIONAL AND CHARITABLE PURPOSES. THE MAIN AREAS OF FOCUS ARE IN LANCASTER AND CHESTER COUNTIES OF SOUTH CAROLINA, ALTHOUGH THE TRUST MAY WORK IN OTHER AREAS OF SC.
    Expenses $285,642

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
57-6143218
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1995
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Environment (C340)
Assets (IRS master file)
$10,067,248
Income (IRS master file)
$375,235

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$205,614$338,301$10,067,248XML
990December 2023$310,019$249,702$10,019,967XML
990December 2022$720,219$178,275$9,784,490XML
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 57-6143218).

Questions about KATAWBA VALLEY LAND TR

What is the EIN of KATAWBA VALLEY LAND TR?
The employer identification number (EIN) of KATAWBA VALLEY LAND TR is 57-6143218.
Is KATAWBA VALLEY LAND TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to KATAWBA VALLEY LAND TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does KATAWBA VALLEY LAND TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of KATAWBA VALLEY LAND TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KATAWBA VALLEY LAND TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of KATAWBA VALLEY LAND TR?
The 990 for the year ended December 31, 2024 names ANDREW LAZENBY.
Who are the officers and directors of KATAWBA VALLEY LAND TR?
The 990 for the year ended December 31, 2024 lists 11 people; 1 received compensation from the organization, the highest $78,000 (MICHELLE EVANS, EXECUTIVE DI).
How much revenue does KATAWBA VALLEY LAND TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $205,614, expenses of $338,301 and total assets of $10,067,248 at year end.

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