2025-05-14T10:44:26-05:00 2024-06-30 824158464 DAVIS & COMPANY CPAS PO BOX 1552 MOUNT PLEASANT SC 29465 990 2023-07-01 570380356 BROOKGREEN GARDENS BROO 8432356000 PO BOX 3368 PAWLEYS ISLAND SC 29585 KATHLEEN ZEISS VICE PRESIDENT OF FINANCE 8032356009 2025-05-14 1 0 LESLEY KELLY P01338178 8438813315 2025-05-14 2023 2025-03-06 01:10:19Z KATHLEEN ZEISS 1931 BROOKGREEN DRIVE MURRELLS INLET SC 29576 17027337 0 X WWW.BROOKGREEN.ORG X 1931 SC BROOKGREEN GARDENS WAS FOUNDED TO PRESERVE THE NATURAL FLORA AND FAUNA OF SOUTH CAROLINA AND TO DISPLAY AND PRESERVE FIGURATIVE SCULPTURE AND OBJECTS OF ART WITHIN THAT NATURAL SETTING. 24 23 195 436 0 0 6734827 6463334 5631169 5833516 593730 922603 3009259 2824444 15968985 16043897 0 0 0 0 5378980 5885739 0 0 1284748 5299382 5716156 10678362 11601895 5290623 4442002 67343145 78488857 863318 4238687 66479827 74250170 X BROOKGREEN GARDENS WAS FORMED IN 1931 TO COLLECT, PRESERVE AND EXHIBIT AMERICAN SCULPTURE, AND THE FLORA AND FAUNA NATIVE TO SOUTH CAROLINA. 0 0 2427697 2820840 EXHIBITION AND PRESERVATION OF FIGURATIVE AMERICAN SCULPTURE CURRENTLY CONTAINING OVER 1100 WORKS SPANNING THE ENTIRE PERIOD OF AMERICAN SCULPTURE -- FROM THE EARLY 1800S TO THE PRESENT. 2241223 2820839 HORTICULTURE - THE FLORAL JEWEL OF SC IS A DIVERSE MIX OF FORESTED SWAMPS, SALT MARSHES AND FRESH TIDAL SWAMPS. THE 9,200 ACRE PROPERTY CONTINUES TO PRESERVE ITS NATURAL HERITAGE AND DEVELOP GARDENS TO SHOWCASE SCULPTURES. 2615252 1803743 PUBLIC OPERATIONS: SUPPORTS THE ORGANIZATION'S MISSION BY OFFERING DAILY GUEST SERVICES THAT ENHANCE PUBLIC ENGAGEMENT AND ACCESS TO THE GARDENS. THE PROGRAM ALSO PROVIDES ADDITIONAL LOGISTICAL AND OPERATIONAL ASSISTANCE DURING SPECIAL EVENTS TO ENSURE A SAFE, ENJOYABLE, AND INFORMATIVE VISITOR EXPERIENCE. 2235045 1214538 BROOKGREEN GARDENS IS COMMITTED TO SHARING ITS RESOURCES WITH STUDENTS, TEACHERS AND VISITORS TO THE GARDENS. ART, NATURE, & HISTORY COMBINE TO PROVIDE STUDENTS AND VISITORS WITH OPPORTUNITIES TO VIEW PLANTS AND ANIMALS IN THEIR NATIVE SETTINGS AND TO LEARN ABOUT BROOKGREEN'S RICH PLANTATION HISTORY 2235045 1214538 9519217 1 1 0 1 0 0 0 1 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 77 0 1 195 1 0 0 0 0 0 0 0 0 0 0 X 24 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 SC X KATHLEEN ZEISS 8432356000 1931 BROOKGREEN DRIVE MURRELLS INLET SC 29576 CARL O FALK TRUSTEE 1.00 X 0 0 0 DALTON B FLOYD JR TREASURER, LIFE TRUSTEE 1.00 X X 0 0 0 EVANS P WHITAKER TRUSTEE 1.00 X 0 0 0 W SCOTT BRANDON VICE CHAIR, TRUSTEE 1.00 X X 0 0 0 ROBERT M RAINEY TRUSTEE 1.00 X 0 0 0 FRANKLIN G DANIELS TRUSTEE 1.00 X 0 0 0 J MATTHEW BRITTAIN TRUSTEE 1.00 X 0 0 0 GWENDOLYN DUKE HEUSEL TRUSTEE 1.00 X 0 0 0 SANDY SCOTT LIFE TRUSTEE 1.00 X 0 0 0 MARTHA MCKISSICK TRUSTEE 1.00 X 0 0 0 HAL B HOLMES JR CHAIRMAN, LIFE TRUSTEE 1.00 X X 0 0 0 BENEDICT P ROSEN LIFE TRUSTEE 1.00 X 0 0 0 M CRAIG GARNER JR SECRETARY, TRUSTEE 1.00 X X 0 0 0 GREG WYATT TRUSTEE 1.00 X 0 0 0 LAURA JACKSON HOY TRUSTEE 1.00 X 0 0 0 DANIEL M ROACH TRUSTEE 1.00 X 0 0 0 CAROLINE KUHNE SCHMITT TRUSTEE 1.00 X 0 0 0 CATHERINE-ALEXA SPIVEY ROUNDTREE TRUSTEE 1.00 X 0 0 0 JULIAN J NEXSEN JR TRUSTEE 1.00 X 0 0 0 JEFFERY KNOWLES TRUSTEE 1.00 X 0 0 0 JENNIFER BLUMENTHAL GENERAL COUNSEL/ASST SECRETARY 1.00 X 0 0 0 RHONDA COKER TRUSTEE 1.00 X 0 0 0 WALTER MATIA TRUSTEE 1.00 X 0 0 0 KAREN SINKWAY TRUSTEE 1.00 X 0 0 0 ELIZABETH STALL TRUSTEE 1.00 X 0 0 0 PAGE H KINIRY PRESIDENT & CEO 40.00 X 335416 0 21060 KATHLEEN ZEISS VP OF FINANCE & CFO 40.00 X 128237 0 7469 463653 0 28529 2 0 1 0 DAVID ANDERSON DBA RIPTIDE BUILDERS 4587 HIDDEN CREEK LANE MYRTLE BEACH SC 29579 CONSTRUCTION 338991 DARGAN CONSTRUCTION HOLDINGS LP 900 8TH AVENUE NORTH MYRTLE BEACH SC 29577 CONSTRUCTION 154321 PEACHTREE TENTS & EVENTS LLC DBA EVENTWO 5901 CALIFORNIA AVE STE 218 NASHVILLE TN 37209 EVENT RENTALS 125500 3 2418005 4045329 6463334 ADMISSION FEES 900099 5408345 5408345 EDUCATIONAL 611710 425171 425171 5833516 920603 920603 1163374 0 1163374 1163374 1163374 2000 0 2000 2000 2000 2413585 983440 1430145 1430145 MISCELLANEOUS REVENUE 900099 123511 123511 SPECIAL EVENTS 900099 107414 107414 230925 16043897 8659960 0 920603 435124 351473 25596 58055 4308326 3480071 253431 574824 770232 571452 163807 34973 372057 306464 19547 46046 40966 40966 30208 30208 10982 9450 797 735 581087 515604 16734 48749 64086 47641 10410 6035 2118 1642 432 44 479462 312021 163292 4149 765814 736837 -20257 49234 PROFESSIONAL SERVICES 1365638 1203042 27939 134657 SUPPLIES 796178 710528 12778 72872 EQUIPMENT RENTAL AND MA 397205 362793 3869 30543 BANK & CREDIT CARD CHAR 377541 323216 494 53831 804871 586983 47887 170001 11601895 9519217 797930 1284748 187666 260222 13627028 9567761 2849930 2080503 918557 24699 307813 291292 233835 249197 28857700 24727296 3698006 4130404 12001169 20356582 17538387 19196763 7500 7500 15973254 22323934 67343145 78488857 676191 1922172 187127 198522 2117993 863318 4238687 X 38795650 57614325 27684177 16635845 66479827 74250170 67343145 78488857 4442002 3328342 0 X 0 1 X 0 0 X 4629345 5642822 12936685 6734827 6463334 36407013 4629345 5642822 12936685 6734827 6463334 36407013 36407013 590010 574343 701809 1710316 920603 4497081 189153 61829 101597 375531 107414 835524 41739618 31393740 0.87220 0.87350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30208 0 0 0 0 0 0 0 0 1 30208 30208 0 PART II-B, LINE 1: GOVERNMENT RELATIONS CONSULTING X X X X 1 329952 329952 19845604 17756357 2089247 1490467 1207911 282556 7191677 5763028 1428649 4130404 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 19196763 F 19196763 CAPITAL PROJECTS IN PROGRESS 7667843 SCULPTURES 13958561 ACCRUED RETIREMENT 663220 OTHER ASSETS 34310 22323934 X 20355679 3328342 3328342 17027337 -983440 -983440 16043897 12585335 983440 983440 11601895 0 11601895 PART III, LINE 4: BROOKGREEN GARDENS WAS FORMED TO COLLECT, CONSERVE AND EXHIBIT AMERICAN FIGURATIVE SCULPTURE; CULTIVATE A DISPLAY GARDEN AND EXHIBIT SCULPTURE THEREIN; COLLECT, CONSERVE AND EXHIBIT THE PLANTS, ANIMALS AND CULTURAL MATERIALS OF THE SOUTH CAROLINA LOWCOUNTRY; EDUCATE A DIVERSE AUDIENCE ABOUT SCULPTURE, HORTICULTURE AND THE ECOLOGY AND HISTORY OF THE LOWCOUNTRY; PROVIDE ADDITIONAL ARTISTIC AND CULTURAL OPPORTUNITIES FOR MEMBERS, GUESTS AND THE COMMUNITY; AND SUSTAIN THE INSTITUTION AND ALL OF ITS ASSETS WITH VISIONARY LEADERSHIP, SOUND MANAGEMENT, AND PRUDENT POLICIES. PART X, LINE 2: THE ORGANIZATION IS NOT CURRENTLY UNDERGOING EXAMINATION OF ANY PREVIOUSLY FILED INFORMATION RETURNS; HOWEVER, THE RETURNS FILED FOR THE MOST RECENT THREE YEARS REMAIN AVAILABLE FOR EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT IS NOT AWARE OF ANY POSITIONS ON THE RETURNS WHICH HAVE LESS THAN A 50% CHANCE OF BEING AFFIRMED UNDER EXAMINATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF SALES OF RETAIL CENTERS -983,440. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES OF RETAIL CENTERS 983,440. X 0 0 0 0 0 0 0 0 0 PAGE H KINIRY PRESIDENT & CEO 208356 0 106000 0 21060 0 0 0 0 0 335416 0 0 0 SANDY SCOTT TRUSTEE 3100 THE ORGANIZATION PAID FOR SANDY TO COMPLETE A SCULPTURE WORKSHOP. 0 SCOTT BRANDON TRUSTEE AND VICE CHAIRMAN 2000 BROOKGREEN GARDEN'S ENGAGED IN ADVERTISING SERVICES PROVIDED BY THE COMPANY THAT SCOTT BRANDON IS THE CHIEF EXECUTIVE OFFICER OF. 0 BURR & FORMAN LLP EMPLOYER OF GENERAL COUNSEL & SECRETARY OF THE BOARD 31488 LEGAL FEES 0 ROBERT JEWELL NON-VOTING TRUSTEE, PRESIDENT EMERITUS 48000 CONSULTING FEES 0 X 39 709720 FMV X VARIOUS 52 478032 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B COPY OF 990 PRESENTED TO BOARD OF TRUSTEES FOR REVIEW PRIOR TO THE RETURN BEING FILED EITHER BY EMAIL, MAIL OR DURING A REGULARLY SCHEDULED MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION UPDATES THE CONFLICT OF INTEREST POLICY ANNUALLY AND DOCUMENTS ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE UTILIZES COMPARABILITY DATA IN THE DETERMINATION OF THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER. THIS DELIBERATION AND THE SUBSTANTIATION FOR DECISIONS REACHED BY THE COMMITTEE ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION THE ANNUAL AUDITED FINANCIAL INFORMATION IS PUBLISHED IN THE ANNUAL BROOKGREEN JOURNAL AND AVAILIBLE TO THE PUBLIC.