South Carolina · Nonprofit
Middleton Place Foundation
Middleton Place Foundation (South Carolina) receives grants from 45 organizations whose IRS filings report $1,651,280 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($435,065). 33 of them have funded it in more than one year, and 61% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2025
- $2.4M
- Funders on record
- 45
- Grants received
- $1.7M
- Net assets
- $43M
What Middleton Place Foundation does
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.
As stated on its FY2025 Form 990.
Program
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.
$1,309,983 spent$1,720,643 earned by the program100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $1,309,983.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $28M to $39M (+40%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2017 1% · 2018 0% · 2022 7% · 2023 7%. Grants only. Government contracts and fees sit inside program revenue.
20% of Middleton Place Foundation’s revenue is contributions — more earned-revenue than three-quarters of its peers (63% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Dana Hand Evans
CEO
Board chair
Michael Laughlin
Chairman
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 6 funders to 18 funders, grant income rose $19k → $421k.
11 of 45 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 61% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of Middleton Place Foundation’s funders (the co-funder graph). Top 30 of 45 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
Middleton Place Foundation has a broad base — no single funder exceeds 26% of grant income, and it takes 3 funders to reach half.
the vertical line marks half of all grant income — 3 funders to its left
63% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund Middleton Place Foundation.
Largest funder’s share by year: 2017 74% · 2018 45% · 2019 52% · 2020 63% · 2021 35% · 2022 43% · 2023 71% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
38% of Middleton Place Foundation's funders are still giving 3 years after their first grant; 73% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
61% of Middleton Place Foundation's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $639k that is directly attributable, 82% of it comes from funders outside South Carolina, across 14 states.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $1.0M arriving through sponsors registered in 10 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
Middleton Place Foundation holds deeper cash reserves than three-quarters of the 3,430 arts & culture nonprofits its size.
this organization peer median middle 50% of peers· 3,430 arts & culture nonprofits $1M–$10M, FY2025
Organizations like Middleton Place Foundation
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In South Carolina
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
67% of spending goes to programs.
Governance
Public support
41%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Part of a family of 4 related entities
- Middleton Place Preservation Foundation · exempt
- Middleton Operating Corporation · corp_trust
- Middleton Place Registered National Historic Landmark Inc · corp_trust
- The Inn at Middleton Place LLC · corp_trust
Screen this organization
A dated, signed PDF of the compliance screen for Middleton Place Foundation: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds Middleton Place Foundation?
- Middleton Place Foundation (South Carolina) receives grants from 45 organizations whose IRS filings report $1,651,280 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($435,065). 33 of them have funded it in more than one year, and 61% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does Middleton Place Foundation have?
- IRS filings report 45 organizations giving $1,651,280 in grants to Middleton Place Foundation, 33 of which have funded it in more than one year.
- Who is the largest funder of Middleton Place Foundation?
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $435,065 in grants. The full list of funders is on this page.
- How can an organization like Middleton Place Foundation find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in South Carolina. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Middleton Place →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 45 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing