2025-11-13T04:09:43-08:00 2024-12-31 274388886 CLIFFORD ACCOUNTING SERVICES PO Box 673 Quinton VA 23141 990 2024-01-01 262524447 SHIRLEY PLANTATION FOUNDATION SHIR 8048295121 501 SHIRLEY PLANTATION ROAD CHARLES CITY VA 23030 LAUREN M CARTER PRESIDENT 8048295121 2025-10-23 true true RANDI CLIFFORD P01258676 8043704275 2025-11-13 X 2024 2025-03-06 01:10:19Z LAUREN MURPHY CARTER 501 SHIRLEY PLANTATION RD CHARLES CITY VA 23030 37822 false X WWW.HISTORICSHIRLEY.COM X 2009 VA SEE SCHEDULE O 8 6 1 10 0 0 37531 7240 88655 26666 0 4915 522 131101 34428 0 0 80652 2268 0 0 42499 33924 123151 36192 7950 -1764 75169 74696 112691 117649 -37522 -42953 SEE SCHEDULE O false false 8425 0 26666 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. 8425 true true false false false false false false false false true false false true true false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false true 0 0 true 1 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 1154 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 1154 false false false 0 0 0 0 0 7240 0 7240 WALK IN VISITORS 712120 2921 0 0 GROUP VISITORS 712120 8583 0 0 ANNUAL PUBLIC EVENTS 712120 6660 0 0 ONLINE TICKET SALES 712120 7547 0 0 MISC TOURISM SALES 712120 955 0 0 26666 125 125 0 0 0 0 0 0 3791 3269 522 522 34428 27188 0 0 994 994 0 0 1154 1154 0 0 120 120 0 0 101 0 101 0 2172 2172 0 0 9465 0 9465 0 2927 0 2927 0 3118 0 3118 0 11911 0 11911 0 REPAIRS & MAINTENANCE 0 0 0 0 TOURISM EXPENSE 3985 3985 0 0 OTHER TAXES 0 0 0 0 MISCELLANEOUS 245 0 245 0 36192 8425 27767 0 17165 23968 0 4159 0 123293 83165 43245 40128 10600 10600 75169 74696 11492 0 101199 101481 0 16168 112691 117649 X -37522 -42953 -37522 -42953 75169 74696 X -1764 -3667 X false false false X 0 0 10069 55452 14328 37531 7240 124620 46125 116038 127988 101963 30457 422571 0 0 56194 171490 142316 139494 37697 547191 0 0 0 547191 150 0 0 0 0 150 150 0 0 0 0 150 547341 0.99970 0.98250 0.00030 0.01750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 123293 83165 40128 40128 MUSEUM ARTIFACTS 10600 10600 PAYROLL AND EMPLOYEE LIABILITIES 16168 16168 SPLANTATION LLC FOUNDING ORG OPERATING X 85686 101481 false true true 101481 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; 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 PRIOR PERIOD ASSET ADJUSTMENT