Nonprofit · EIN 26-2524447
SHIRLEY PLANTATION FOUNDATION
Tax-exempt · CHARLES CITY, VA 23030
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $34,428 | $36,192 | -$1,764 | $74,696 | $117,649 | -$42,953 |
| December 31, 2023 | 990 | $131,101 | $123,151 | $7,950 | $75,169 | $112,691 | -$37,522 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $7,240
- Program service revenue
- $26,666
- Investment income
- $0
- Net income from sales of inventory
- $522
- Other revenue
- $522
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $994
- Salaries, compensation and benefits (total)
- $2,268
- Professional fundraising fees
- $0
- Occupancy
- $9,465
- Depreciation
- $3,118
- Program services (functional)
- $8,425
- Management and general (functional)
- $27,767
Balance sheet and other
- Total assets, start of year
- $75,169
- Total assets, end of year
- $74,696
- Total liabilities, end of year
- $117,649
- Net assets, end of year
- -$42,953
- Land, buildings and equipment
- $40,128
- Net assets without donor restrictions
- -$42,953
- Gross receipts
- $37,822
- Employees
- 1
- Volunteers
- 10
- Year formed
- 2009
- State of legal domicile
- VA
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAUREN MURPHY CARTER | PRESIDENT Trustee or director, Officer | 40 | $0 | $1,154 |
| CHARLES H CARTER III | TREASURER/SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| ROBERT H CHAPPELL III | DIRECTOR Trustee or director | 4 | $0 | $0 |
| W LEE DANIELS PHD | DIRECTOR Trustee or director | 4 | $0 | $0 |
| MARY BETH MCINTIRE | DIRECTOR Trustee or director | 4 | $0 | $0 |
| JACQUELINE STOKER STEWART | DIRECTOR Trustee or director | 4 | $0 | $0 |
| ROBERT J TEAGLE | DIRECTOR Trustee or director | 4 | $0 | $0 |
| JULIAN CHARITY | DIRECTOR & VP Trustee or director, Officer | 4 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAUREN MURPHY CARTER | PRESIDENT Trustee or director, Officer | 40 | $0 | $18,081 |
| CHARLES H CARTER III | TREASURER/SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| ROBERT H CHAPPELL III | DIRECTOR Trustee or director | 4 | $0 | $0 |
| W LEE DANIELS PHD | DIRECTOR Trustee or director | 4 | $0 | $0 |
| MARY BETH MCINTIRE | DIRECTOR Trustee or director | 4 | $0 | $0 |
| JACQUELINE STOKER STEWART | DIRECTOR Trustee or director | 4 | $0 | $0 |
| ROBERT J TEAGLE | DIRECTOR Trustee or director | 4 | $0 | $0 |
| JULIAN CHARITY | DIRECTOR & VP Trustee or director, Officer | 4 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 501 SHIRLEY PLANTATION RD, CHARLES CITY, VA 23030-2907
- In care of
- % JANET L APPEL
- Principal officer (990 for 2024)
- LAUREN MURPHY CARTER, 501 SHIRLEY PLANTATION RD, CHARLES CITY, VA 23030
- Signed the 990
- LAUREN M CARTER, PRESIDENT
- Phone
- (804) 829-5121
- Website
- WWW.HISTORICSHIRLEY.COM
- Return prepared by
- CLIFFORD ACCOUNTING SERVICES
Mission
SEE SCHEDULE O
Program accomplishments
- Since its establishment, the Foundation has carried out its mission as a historical and educational organization serving the public, including students. It supports the preservation and interpretation of antiquities at Historic Shirley Plantation, most of which are privately owned and accessible through a lease. The Foundation does not maintain its own collection of historical or artistic items; its work focuses on educational and preservation efforts. AND OTHER HISTORICAL EVENTS.Expenses $8,425 · revenue $26,666
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-2524447
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $74,696
- Income (IRS master file)
- $37,822
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $34,428 | $36,192 | $74,696 | XML |
| 990 | December 2023 | $131,101 | $123,151 | $75,169 | XML |
| 990 | December 2022 | $135,093 | $157,711 | $70,563 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 26-2524447).
Questions about SHIRLEY PLANTATION FOUNDATION
- What is the EIN of SHIRLEY PLANTATION FOUNDATION?
- The employer identification number (EIN) of SHIRLEY PLANTATION FOUNDATION is 26-2524447.
- Is SHIRLEY PLANTATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to SHIRLEY PLANTATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHIRLEY PLANTATION FOUNDATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of SHIRLEY PLANTATION FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHIRLEY PLANTATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SHIRLEY PLANTATION FOUNDATION?
- The 990 for the year ended December 31, 2024 names LAUREN MURPHY CARTER.
- Who are the officers and directors of SHIRLEY PLANTATION FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does SHIRLEY PLANTATION FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $34,428, expenses of $36,192 and total assets of $74,696 at year end.
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All nonprofits in CHARLES CITY · Virginia · Arts, culture and humanities