MIDDLETON PLACE FOUNDATION Charity Report

Public IRS 990 nonprofit record

MIDDLETON PLACE FOUNDATION

EIN 57-0611604 · Arts, Culture & Humanities (A540)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $66.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders24 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

53.96%of revenue went to mission work66.6% of expenses · Program services

$81.01spent for every $100 of revenueRevenue covered expenses this year.

27.05%of revenue went to management and office costs33.4% of expenses

$22.40in assets for every $1 spent this yearSome assets cannot be spent right away.

20.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $143,848 for BETH ABERNATHY KERRIGAN (VP OF ADVANCEMENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$2,427,694

Mission workProgram services$1,309,98353.96% of revenue66.6% of expenses

ManagementOffice and general costs$656,57127.05% of revenue33.4% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$1,966,55481.01% of revenue

The uncolored part of the ring is revenue above these reported expenses.

Has the pattern changed?

Each bar shows the share of annual spending reported for mission work, management, and fundraising.

202466.6% mission

202367.5% mission

202276.6% mission

202176.1% mission

202080.3% mission

201983.7% mission

201885.9% mission

201782.7% mission

Money in and money out

Revenue$2,427,694

Expenses$1,966,554

Annual surplus $461,140 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,309,983 · 66.6% of expenses

Management and office costs$656,571 · 33.4% of expenses

See all reported dollar amounts

Revenue$2,427,694

Expenses$1,966,554

Assets$44,048,378

Income$2,722,844

Contributions$487,613

Mission work (program services)$1,309,983

Management and general$656,571

Executive compensation (total)$112,308

Stocks and bonds$3,598,642

Investing fees$41,069

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

BETH ABERNATHY KERRIGANVP OF ADVANCEMENT · 1 hrs/week $143,848Base $132,346 · Other $11,502

MARK SOLOMONVP OF HOSPITALITY · 40 hrs/week $143,359Base $133,613 · Other $9,746

CHARLES DUELLBOARD MEMBER (EMERITUS) · 1 hrs/week $100,000

DANA HAND EVANSCEO · 40 hrs/week $97,806Base $93,550 · Other $4,256

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (24)

BETH ABERNATHY KERRIGANVP OF ADVANCEMENT

MARK SOLOMONVP OF HOSPITALITY

CHARLES DUELLBOARD MEMBER (EMERITUS)

DANA HAND EVANSCEO

JIM KUYKBOARD MEMBER

ZO STEPHENSBOARD MEMBER

WENDY DOPPBOARD MEMBER

SALLIE DUELLBOARD MEMBER (EMERITUS)

RICHARD LEADEMTREASURER

PIERRE MANIGAULTVICE CHAIRMAN

OLIVIA MITCHELLBOARD MEMBER

MOLLIE JOHNSONBOARD MEMBER

MICHAEL LAUGHLINCHAIRMAN

LEE PRINGLEBOARD MEMBER

JONATHAN GREENEBOARD MEMBER

AC GEORGEBOARD MEMBER

HERBERT DRAYTONBOARD MEMBER

HANK HOLLIDAYBOARD MEMBER

ELIZABETH MCMILLENBOARD MEMBER

ED MANIGAULTBOARD MEMBER

DR BELLINGER ROBERTBOARD MEMBER

CAROLINE PALMERSECRETARY

ASCANIO SERENABOARD MEMBER

ANNE TINKERBOARD MEMBER

About this charity

Recognized since: January 1975
Location: 4300 Ashley River Road, Charleston, SC 29414
County: Charleston
In care of: Dana Hand Evans
Primary officer: Dana Hand Evans, President & CEO

How to reach them

WebsiteVisit the charity’s website Phone(843) 556-6020

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: FORVIS MAZARS LLP
NTEE classification: Arts, Culture & Humanities (A540)
IRS tax category: Museums