Nonprofit · EIN 57-0611604
MIDDLETON PLACE FOUNDATION
Tax-exempt · CHARLESTON, SC 29414
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,427,694 | $1,966,554 | $461,140 | $44,048,378 | $1,137,911 | $42,910,467 |
| June 30, 2024 | 990 | $2,804,765 | $1,770,667 | $1,034,098 | $39,871,584 | $1,049,825 | $38,821,759 |
| June 30, 2023 | 990 | $2,931,771 | $2,078,237 | $853,534 | $38,319,132 | $385,601 | $37,933,531 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $487,613
- Program service revenue
- $1,722,333
- Investment income
- $180,569
- Royalties
- $796
- Net income from fundraising events
- $25,498
- Net income from sales of inventory
- -$1,690
- Other revenue
- $37,179
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $93,550
- Other salaries and wages
- $1,082,040
- Salaries, compensation and benefits (total)
- $1,335,289
- Professional fundraising fees
- $0
- Occupancy
- $215,322
- Travel
- $3,439
- Program services (functional)
- $1,309,983
- Management and general (functional)
- $656,571
Balance sheet and other
- Total assets, start of year
- $39,871,584
- Total assets, end of year
- $44,048,378
- Total liabilities, end of year
- $1,137,911
- Net assets, end of year
- $42,910,467
- Land, buildings and equipment
- $5,729,320
- Publicly traded securities
- $3,598,642
- Net assets without donor restrictions
- $42,910,467
- Gross receipts
- $2,722,844
- Employees
- 95
- Volunteers
- 250
- Year formed
- 1974
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Beth Abernathy Kerrigan | VP of Advancement Highest-paid employee | 1 | $132,346 | $11,502 |
| Mark Solomon | VP of Hospitality Highest-paid employee | 40 | $133,613 | $9,746 |
| Charles Duell | Board Member (Emeritus) Trustee or director | 1 | $100,000 | $0 |
| Dana Hand Evans | CEO Officer | 40 | $93,550 | $4,256 |
| Caroline Palmer | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Michael Laughlin | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Pierre Manigault | Vice Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Richard Leadem | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| AC George | Board Member Trustee or director | 1 | $0 | $0 |
| Anne Tinker | Board Member Trustee or director | 1 | $0 | $0 |
| Ascanio Serena | Board Member Trustee or director | 1 | $0 | $0 |
| Dr Bellinger Robert | Board Member Trustee or director | 1 | $0 | $0 |
| Ed Manigault | Board Member Trustee or director | 1 | $0 | $0 |
| Elizabeth McMillen | Board Member Trustee or director | 1 | $0 | $0 |
| Hank Holliday | Board Member Trustee or director | 1 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Herbert Drayton | Board Member Trustee or director | 1 | $0 |
| Jim Kuyk | Board Member Trustee or director | 1 | $0 |
| Jonathan Greene | Board Member Trustee or director | 1 | $0 |
| Lee Pringle | Board Member Trustee or director | 1 | $0 |
| Mollie Johnson | Board Member Trustee or director | 1 | $0 |
| Olivia Mitchell | Board Member Trustee or director | 1 | $0 |
| Sallie Duell | Board Member (Emeritus) Trustee or director | 1 | $0 |
| Wendy Dopp | Board Member Trustee or director | 1 | $0 |
| Zo Stephens | Board Member Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Charles Duell | Board Member Trustee or director | 1 | $0 | $96,055 | $100,000 |
| Mark Solomon | VP Hospitality Highest-paid employee | 40 | $125,000 | $0 | $1,298 |
| M Todd Tracey | CEO Highest-paid employee | 40 | $125,000 | $0 | $866 |
| Beth Kerrigan | Interim CEO Officer | 1 | $105,500 | $0 | $1,837 |
| Christopher Lukic | Executive Chef Highest-paid employee | 40 | $90,000 | $0 | $850 |
| Joshua Baerg | Director of Finance Highest-paid employee | 40 | $83,000 | $0 | $2,414 |
| Sidney Frazier | VP Horticulture Highest-paid employee | 40 | $82,500 | $0 | $1,350 |
| Caroline Palmer | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Michael Laughlin | Chairman Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Pierre Manigault | Vice Chairman Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Richard Leadem | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Anne Tinker | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Ascanio Serena | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Dr Bellinger Robert | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Earl McMillen | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Hank Holliday | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Herbert Drayton | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Jim Kuyk | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Jonathan Greene | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Lee Pringle | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Olivia Mitchell | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Sallie Duell | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Scott Bessent | Board Member Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TRACEY TODD | CEO Officer | 40 | $0 | $125,000 | $0 |
| CHARLES DUELL | PRESIDENT EMERITUS Trustee or director, Officer | 25 | $0 | $100,000 | $4,215 |
| SALLIE DUELL | PRESIDENT EMERITUS Trustee or director, Officer | 1 | $0 | $0 | $4,215 |
| MIKE LAUGHLIN | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PIERRE MANIGAULT | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICHARD LEADEM | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CAROLINE PALMER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT BELLINGER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT BESSENT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| OLIVIA BROCK | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HERBERT DRAYTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ARTHUR AC GEORGE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JONATHAN GREEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HANK HOLLIDAY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JIM KUYK | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| EARL MCMILLEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LEE PRINGLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ASCANIO SERENA | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ANNE TINKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4300 ASHLEY RIVER RD, CHARLESTON, SC 29414-7200
- Principal officer (990 for 2024)
- Dana Hand Evans, 4300 Ashley River Road, Charleston, SC 29414
- Signed the 990
- Dana Hand Evans, President & CEO
- Phone
- (843) 556-6020
- Website
- WWW.MIDDLETONPLACE.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
TO SUSTAIN THE HIGHEST LEVELS OF PRESERVATION AND INTERPRETATION FOR THE COLLECTIONS AND PROGRAMS OF THE MIDDLETON PLACE NATIONAL HISTORIC LANDMARK, ITS GARDENS, HOUSE, PLANTATION STABLEYARDS AND THE EDMONDSTON-ALSTON HOUSE MUSEUM.
Program accomplishments
- The Middleton Place Foundation owns and operates the Gardens, House Museum, and Plantation Stableyards at Middleton Place and manages the Edmondston-Alston House Museum on East Battery Street in downtown Charleston.Expenses $1,309,983 · revenue $1,720,643
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 57-0611604
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1975
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A540)
- Assets (IRS master file)
- $44,048,378
- Income (IRS master file)
- $2,722,844
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,427,694 | $1,966,554 | $44,048,378 | IRS |
| 990 | June 2024 | $2,804,765 | $1,770,667 | $39,871,584 | IRS |
| 990 | June 2023 | $2,931,771 | $2,078,237 | $38,319,132 | XML |
| 990 | June 2022 | $3,222,058 | $1,411,250 | $37,050,119 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 57-0611604).
Questions about MIDDLETON PLACE FOUNDATION
- What is the EIN of MIDDLETON PLACE FOUNDATION?
- The employer identification number (EIN) of MIDDLETON PLACE FOUNDATION is 57-0611604.
- Is MIDDLETON PLACE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to MIDDLETON PLACE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MIDDLETON PLACE FOUNDATION 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 MIDDLETON PLACE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MIDDLETON PLACE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MIDDLETON PLACE FOUNDATION?
- The 990 for the year ended June 30, 2025 names Dana Hand Evans.
- Who are the officers and directors of MIDDLETON PLACE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 24 people; 4 received compensation from the organization, the highest $132,346 (Beth Abernathy Kerrigan, VP of Advancement).
- How much revenue does MIDDLETON PLACE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,427,694, expenses of $1,966,554 and total assets of $44,048,378 at year end.
Other nonprofits in CHARLESTON
- CHARLESTON GAILLARD MANAGEMENT CORPORATION EIN 46-3018925 · last filed 990 for 2025
- SPOLETO FESTIVAL U S A EIN 57-0660848 · last filed 990 for 2025
- INTERNATIONAL AFRICAN AMERICAN MUSEUM EIN 20-3398254 · last filed 990 for 2024
- CAROLINA ART ASSOCIATION EIN 57-0323047 · last filed 990 for 2025
- CHARLESTON SYMPHONY ORCHESTRA EIN 57-6000192 · last filed 990 for 2025
- CHARLESTON MUSEUM EIN 57-6000318 · last filed 990 for 2024
- CHARLESTON STAGE COMPANY EIN 57-0694183 · last filed 990 for 2025
- CHILDRENS MUSEUM OF THE LOWCOUNTRY EIN 57-1014498 · last filed 990 for 2024
All nonprofits in CHARLESTON · South Carolina · Arts, culture and humanities