2024-11-12T02:13:07-08:00 2023-12-31 274388886 CLIFFORD ACCOUNTING SERVICES PO Box 673 Quinton VA 23141 990 2023-01-01 262524447 SHIRLEY PLANTATION FOUNDATION SHIR 8048295121 501 SHIRLEY PLANTATION ROAD CHARLES CITY VA 23030 LAUREN M CARTER PRESIDENT 8048295121 2024-10-31 true true Randi Clifford P01258676 8043704275 2024-10-20 X 2023 2024-10-15 13:58:12Z LAUREN MURPHY CARTER 501 SHIRLEY PLANTATION RD CHARLES CITY VA 23030 139494 false X WWW.SHIRLEYPLANTATION.COM/FOUNDATION X 2009 VA SEE SCHEDULE O 8 6 6 12 0 0 14328 37531 109378 88655 0 11387 4915 135093 131101 0 0 102314 80652 0 0 55397 42499 157711 123151 -22618 7950 70563 75169 116035 112691 -45472 -37522 SEE SCHEDULE O false false 84153 0 88655 THE FOUNDATION AFTER BEING ESTABLISHED, HAS CARRIED ON ITS PURPOSE OF BEING A HISTORICAL EDUCATIONAL ENTITY, UTILIZED BY THE GENERAL PUBLIC INCLUDING SECONDARY SCHOOL STUDENTS. IN ADDITION, THE FOUNDATION HAS ACCOMPLISHED ITS PURPOSE OF THE PRESERVATION OF HISTORICAL ANTIQUITIES AT HISTORIC SHIRLEY PLANTATION IN THE COMMONWEALTH OF VIRGINIA. THE PROPERTIES AND MANY OF THE ARTIFACTS BEING PRESERVED ARE OVER 300 YEARS OLD AND HAVE IMMEASURABLE VALUE, HAVING SURVIVED THE CIVIL WAR AND OTHER HISTORICAL EVENTS. 84153 true true false false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false true false true false false false false false false false false false false false true 0 0 true 6 true false false false false false false false false false false X 8 6 true false false false false false false true true false false true true false true true true true true false X CHARLES H CARTER III 8048295121 501 SHIRLEY PLANTATION ROAD CHARLES CITY VA 23030 X LAUREN MURPHY CARTER PRESIDENT 40.00 X X 0 0 18081 CHARLES H CARTER III TREASURER/SECRETARY 4.00 X X 0 0 0 ROBERT H CHAPPELL III DIRECTOR 4.00 X 0 0 0 W LEE DANIELS PHD DIRECTOR 4.00 X 0 0 0 MARY BETH MCINTIRE DIRECTOR 4.00 X 0 0 0 JACQUELINE STOKER STEWART DIRECTOR 4.00 X 0 0 0 ROBERT J TEAGLE DIRECTOR 4.00 X 0 0 0 JULIAN CHARITY DIRECTOR & VP 4.00 X X 0 0 0 0 0 18081 false false false 0 0 0 0 0 37531 37531 WALK IN VISITORS 712120 43174 0 0 GROUP VISITORS 712120 7694 0 0 ANNUAL PUBLIC EVENTS 712120 5910 0 0 ONLINE TICKET SALES 712120 31877 0 0 88655 0 13308 8393 4915 4915 131101 93570 0 0 48708 48708 0 0 25214 25214 0 0 6730 6730 0 0 1234 0 1234 0 1373 0 1373 0 768 0 768 0 6968 0 6968 0 2565 0 2565 0 2648 0 2648 0 16412 0 16412 0 REPAIRS & MAINTENANCE 6547 0 6547 0 TOURISM EXPENSE 3501 3501 0 0 OTHER TAXES 103 0 103 0 Miscellaneous 380 0 380 0 123151 84153 38998 0 16994 17165 0 0 3468 4159 167089 123844 39501 43245 10600 10600 70563 75169 17401 11492 98634 101199 116035 112691 X -45472 -37522 -45472 -37522 70563 75169 X 7950 X false false false X 0 0 9174 10069 55452 14328 37531 126554 240256 46125 116038 127988 101963 632370 0 0 249430 56194 171490 142316 139494 758924 0 0 0 758924 13342 150 0 0 0 13492 13342 150 0 0 0 13492 772416 0.98250 0.97590 0.01750 0.02410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 167089 123844 43245 43245 MUSEUM ARTIFACTS 10600 10600 SPLANTATION LLC FOUNDING ORG OPERATING X 85686 101199 false true true 101199 Shirley Plantation LLC Founding Organization 0 Rent/Lease true 1 Part II - Operating loan established on March 31, 2010 as a Line of Credit, with advances and payments during the year. Other ORGANIZATIONS MISSION OR MOST SIGNIFICANT ACTIVITIES: THE ORGANIZATION WAS ORGANIZED FOR CHARITABLE AND EDUCATIONAL PURPOSES TO INCLUDE MANAGEMENT, CONSERVATION, AND PRESERVATION OF SHIRLEY PLANTATIONS HISTORIC BUILDINGS, LANDS MUSEUM COLLECTIONS, ARTIFACTS, AND INTELLECTUAL PROPERTY WHILE PROVIDING A SERVICE ALLOWING THE GENERAL PUBLIC TO CONTINUE VISITING SHIRLEY PLANTATION. Other ORGANIZATIONS MISSION: THE ORGANIZATION WAS ORGANIZED FOR CHARITABLE AND EDUCATIONAL PURPOSES TO INCLUDE MANAGEMENT, CONSERVATION, AND PRESERVATION OF SHIRLEY PLANTATIONS HISTORIC BUILDINGS, LANDS MUSEUM COLLECTIONS, ARTIFACTS, AND INTELLECTUAL PROPERTY WHILE PROVIDING A SERVICE ALLOWING THE GENERAL PUBLIC TO CONTINUE VISITING SHIRLEY PLANTATION. Pt VI, Line 2 RELATED PARTY INFORMATION: CHARLES H. CARTER III - SECRETARY/TREASURER BROTHER. CHARLES H. CARTER III - SECRETARY/TREASURER; LAUREN MURPHY CARTER - PRESIDENT SPOUSES Pt VI, Line 11b ORGANIZATIONS PROCESS TO REVIEW FORM 990: ALL MEMBERS OF THE GOVERNING BODY REVIEW THE TAX RETURN Pt VI, Line 12c ENFORCEMENT OF CONFLICTS POLICY: ALL OFFICERS, DIRECTORS, TRUSTEES AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANY ACTUAL CONFLICT OF INTEREST Pt VI, Line 15a COMPENSATION PROCESS FOR TOP OFFICIALS: THE FINANCE COMMITTEE ANNUALLY REVIEWS COMPENSATION OF THE TOP OFFICIALS, IF APPLICABLE. Pt VI, Line 15b COMPENSATION PROCESS FOR OFFICERS THE FINANCE COMMITTEE ANNUALLY REVIEWS COMPENSATION OF THE OFFICERS, IF APPLICABLE. Pt VI, Line 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: DOCUMENTS ARE AVAILABLE UPON REQUEST Pt XI CONVERSION ADJUSTMENT