Small Public Charity

Upstate Preservation Trust

Upstate Preservation Trust is a private foundation categorized as Small Public Charity based in GREENVILLE, SC. Its most recent IRS filing (2025) reports revenue of $11K, expenses of $24K, total assets of $436K.

EIN: 852706026 GREENVILLE, SC Historical Societies & Historic Preservation NTEE: A82 Latest filing: 2025
Total Revenue$11K
Total Expenses$24K
Total Assets$436K
Grants Given1
Filing Years2023–2025

Mission

The mission of the Upstate Preservation Trust is to preserve and protect the historic fabric of the Upstate of South Carolina. The organization was developed out of an urgent need to help protect the large quantity of buildings that are being demolished due to intense development pressure in our region of South Carolina. As an organization we have identified education community engagement and stewardship as three key areas that we believe are important to accomplishing our mission of preserving the historic spaces of the Upstate.

Officers & Directors

Vice Chair Lilah Westmoreland
Secretary Lillian Boatright
Director at Large Lindsey Strand
Treasurer Maria Halatcheva
Chair Samuel Hayes

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $11K $24K $436K
2024 $1.5M $1.2M $250K
2023 $100K $9K $93K

Between 2023 and 2025, reported annual revenue declined from $100K to $11K (-89%), with total assets most recently reported at $436K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in SC.

SC

Full geographic grant map with state-by-state breakdown available with membership.

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