Civic Intelligence

Shirley Plantation Foundation

EIN 26-2524447 • 501(c)3 • Charles City, VA

Profile

The organization was organized for charitable and educational purposes that include management, conservation, and preservation of shirley plantation's historic buildings, lands, museum collections, artifacts, and intellectual property, while providing the service of allowing the general public to continue visiting shirley plantation.

501 Shirley Plantation RoadCharles City, VA 23030

www.shirleyplantation.com/FOUNDATION

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

95th percentile

1.58x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

3.42x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

36th percentile

-5.1%

Higher net margin than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

59th percentile

2.9%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

17th percentile

-50%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$74,696

Down $473 (-0.6%) from 2023

Liabilities

Up

$117,649

Up $4,958 (+4.4%) from 2023

Net Assets

Down

-$42,953

Down $5,431 (-14%) from 2023

Operations
Liabilities / Revenue98th percentileNet Margin36th percentile

Revenue

Down

$34,428

Down $96,673 (-74%) from 2023

Expenses

Down

$36,192

Down $86,959 (-71%) from 2023

Net Income

Down

-$1,764

Down $9,714 (-122%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0-$100KAssets 2010: $171,850Liabilities 2010: $64,119Net Assets 2010: $107,7312010Assets 2011: $210,001Liabilities 2011: $57,413Net Assets 2011: $152,5882011Assets 2012: $173,554Liabilities 2012: $62,572Net Assets 2012: $110,9822012Assets 2013: $149,093Liabilities 2013: $66,809Net Assets 2013: $82,2842013Assets 2014: $171,721Liabilities 2014: $91,353Net Assets 2014: $80,3682014Assets 2015: $182,489Liabilities 2015: $90,576Net Assets 2015: $91,9132015Assets 2016: $218,905Liabilities 2016: $92,096Net Assets 2016: $126,8092016Assets 2017: $178,588Liabilities 2017: $97,888Net Assets 2017: $80,7002017Assets 2018: $147,855Liabilities 2018: $98,277Net Assets 2018: $49,5782018Assets 2019: $186,235Liabilities 2019: $89,760Net Assets 2019: $96,4752019Assets 2020: $91,739Liabilities 2020: $134,602Net Assets 2020: -$42,8632020Assets 2021: $89,435Liabilities 2021: $112,534Net Assets 2021: -$23,0992021Assets 2022: $70,563Liabilities 2022: $116,035Net Assets 2022: -$45,4722022Assets 2023: $75,169Liabilities 2023: $112,691Net Assets 2023: -$37,5222023Assets 2024: $74,696Liabilities 2024: $117,649Net Assets 2024: -$42,9532024

Highlighted filing

2024

Assets$74,696
Liabilities$117,649
Net Assets-$42,953
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $382,0272010Expenses 2011: $456,0692011Expenses 2012: $372,4172012Revenue 2013: $362,470Expenses 2013: $391,168Net Income 2013: -$28,6982013Revenue 2014: $282,997Expenses 2014: $284,913Net Income 2014: -$1,9162014Revenue 2015: $300,273Expenses 2015: $288,728Net Income 2015: $11,5452015Revenue 2016: $315,308Expenses 2016: $280,412Net Income 2016: $34,8962016Revenue 2017: $254,536Expenses 2017: $300,645Net Income 2017: -$46,1092017Revenue 2018: $229,427Expenses 2018: $260,549Net Income 2018: -$31,1222018Revenue 2019: $247,615Expenses 2019: $200,718Net Income 2019: $46,8972019Revenue 2020: $49,422Expenses 2020: $188,760Net Income 2020: -$139,3382020Revenue 2021: $164,641Expenses 2021: $144,877Net Income 2021: $19,7642021Revenue 2022: $135,093Expenses 2022: $157,711Net Income 2022: -$22,6182022Revenue 2023: $131,101Expenses 2023: $123,151Net Income 2023: $7,9502023Revenue 2024: $34,428Expenses 2024: $36,192Net Income 2024: -$1,7642024

Highlighted filing

2024

Revenue$34,428
Expenses$36,192
Net Income-$1,764
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,696
Liabilities
$117,649
Net assets
-$42,953
Revenue
$34,428
Expenses
$36,192
Net income
-$1,764
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.75$1.18$0.43$0.34$0.36$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.75$1.13$0.38$1.31$1.23$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.71$1.16$0.45$1.35$1.58$0.23
2021Detailed filing. Detailed filing data is available for this year.$0.89$1.13$0.23$1.65$1.45$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.92$1.35$0.43$0.49$1.89$1.39
2019Detailed filing. Detailed filing data is available for this year.$1.86$0.90$0.96$2.48$2.01$0.47
2018Detailed filing. Detailed filing data is available for this year.$1.48$0.98$0.50$2.29$2.61$0.31
2017Detailed filing. Detailed filing data is available for this year.$1.79$0.98$0.81$2.55$3.01$0.46
2016Detailed filing. Detailed filing data is available for this year.$2.19$0.92$1.27$3.15$2.80$0.35
2015Detailed filing. Detailed filing data is available for this year.$1.82$0.91$0.92$3.00$2.89$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.72$0.91$0.80$2.83$2.85$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.49$0.67$0.82$3.62$3.91$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.63$1.11$3.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.57$1.53$4.56
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.64$1.08$3.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 23, 2025
Return Version
2024v5.2
Gross Receipts
$37,822
Mission and Program Overview

Mission

The organization was organized for charitable and educational purposes to include management, conservation, and preservation of shirley plantation's historic buildings, lands museum collections, artifacts, and intellectual property while providing a service allowing the general public to continue visiting shirley plantation.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$101,199$101,481▲ $282
Land, Buildings, and Equipment, Net$43,245$40,128▼ $3,117
Cash and Non-Interest-Bearing Accounts$17,165$23,968▲ $6,803
Inventories for Sale or Use$4,159$0▼ $4,159
Accounts Receivable$0--
Total Assets$75,169$74,696▼ $473
Other Assets Total$10,600$10,600→ $0
Liabilities
Other Liabilities$0$16,168▲ $16,168
Accounts Payable and Accrued Expenses$11,492$0▼ $11,492
Total Liabilities$112,691$117,649▲ $4,958
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-37,522$-42,953▼ $5,431
Total Net Assets Fund Balance$-37,522$-42,953▼ $5,431
Total Liabilities and Net Assets / Fund Balance$75,169$74,696▼ $473

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$40,128$83,165$123,293
Land$0--
Other Assets Org$10,600--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeOtherTotal
Lauren Murphy CarterPresidentFT$1,154$1,154

Board Members and Trustees

NameTitle
Jacqueline Stoker StewartDirector
Mary Beth McintireDirector
Robert H Chappell IiiDirector
Robert J TeagleDirector
W Lee Daniels PhdDirector
Julian CharityDirector & VP
Charles H Carter IiiTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$7,240
Program Service Revenue
$26,666
Investment Income
$0
Other Revenue
$522
All Other Contributions
$7,240
Change in Net Assets
$-1,764
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,924
Salaries, Compensation, and Employee Benefits$2,268
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$0$11,911$0$11,911
Occupancy$0$9,465$0$9,465
Depreciation Depletion$0$3,118$0$3,118
Interest$0$2,927$0$2,927
Information Technology$2,172$0$0$2,172
Other Employee Benefits$1,154$0$0$1,154
Other Salaries and Wages$994$0$0$994
Other Expenses$0$245$0$245
Payroll Taxes$120$0$0$120
Office Expenses$0$101$0$101
Total Functional Expenses$8,425$27,767$0$36,192
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$101,199$101,481▲ $282
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll and Employee Liabilities$16,168
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Shirley Plantation Foundation
EIN
26-2524447
Phone
8048295121
Address
501 SHIRLEY PLANTATION ROAD, CHARLES CITY, VA 23030

Signing Officer

Name
Lauren M Carter
Title
President
Phone
8048295121
Signed
2025-10-23
Discuss with paid preparer
Yes

Organization Details

Formed
2009
Legal Domicile
Va
Voting Board Members
8
Independent Board Members
6
Employees
1
Volunteers
10

Preparer

Firm
Clifford Accounting Services
Address
PO Box 673, Quinton, VA 23141
Preparer
Randi Clifford
Phone
8043704275
Supplemental Narrative

Additional Explanations

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”

Raw XML AppendixShowing 400 of 483 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1TOURISM EXPENSE
IRS990/OtherExpensesGrp/Desc2OTHER TAXES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3245
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt13985
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt00
IRS990/OtherExpensesGrp/TotalAmt13985
IRS990/OtherExpensesGrp/TotalAmt20
IRS990/OtherExpensesGrp/TotalAmt3245
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt016168
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0994
IRS990/OtherSalariesAndWagesGrp/TotalAmt0994
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0120
IRS990/PayrollTaxesGrp/TotalAmt0120
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0LAUREN MURPHY CARTER
IRS990/PriorPeriodAdjustmentsAmt0-3667
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0712120
IRS990/ProgramServiceRevenueGrp/BusinessCd1712120
IRS990/ProgramServiceRevenueGrp/BusinessCd2712120
IRS990/ProgramServiceRevenueGrp/BusinessCd3712120
IRS990/ProgramServiceRevenueGrp/BusinessCd4712120
IRS990/ProgramServiceRevenueGrp/Desc0WALK IN VISITORS
IRS990/ProgramServiceRevenueGrp/Desc1GROUP VISITORS
IRS990/ProgramServiceRevenueGrp/Desc2ANNUAL PUBLIC EVENTS
IRS990/ProgramServiceRevenueGrp/Desc3ONLINE TICKET SALES
IRS990/ProgramServiceRevenueGrp/Desc4MISC TOURISM SALES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/ExclusionAmt40
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02921
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt18583
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt26660
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt37547
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4955
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt40
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt037531
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt042499
IRS990/PYOtherRevenueAmt04915
IRS990/PYProgramServiceRevenueAmt088655
IRS990/PYRevenuesLessExpensesAmt07950
IRS990/PYSalariesCompEmpBnftPaidAmt080652
IRS990/PYTotalExpensesAmt0123151
IRS990/PYTotalRevenueAmt0131101
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-1764
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt026666
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07240
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014328
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt055452
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010069
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0124620
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0150
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0150
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030457
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0101963
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0127988
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0116038
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt046125
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0422571
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0150
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0150
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.01750
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.98250
IRS990ScheduleA/PublicSupportTotal509Amt0547191
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt037697
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0139494
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0142316
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0171490
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt056194
IRS990ScheduleA/Total509Grp/TotalAmt0547191
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0547341
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt010600
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0MUSEUM ARTIFACTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt040128
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt083165
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0123293
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016168
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL AND EMPLOYEE LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt040128
IRS990ScheduleD/TotalBookValueOtherAssetsAmt010600
IRS990ScheduleD/TotalLiabilityAmt016168
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0101481
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0SPLANTATION LLC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0OPERATING
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt085686
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0FOUNDING ORG
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0Part II - Operating loan established on March 31, 2010 as a Line of Credit, with advances and payments during the year.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc01
IRS990ScheduleL/TotalBalanceDueAmt0101481
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATIONS 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATIONS 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RELATED PARTY INFORMATION: CHARLES H. CARTER III, SECRETARY/TREASURER; LAUREN MURPHY CARTER,PRESIDENT - SPOUSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATIONS PROCESS TO REVIEW FORM 990: ALL MEMBERS OF THE GOVERNING BODY REVIEW THE TAX RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ENFORCEMENT OF CONFLICTS POLICY: ALL OFFICERS, DIRECTORS, TRUSTEES AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANY ACTUAL CONFLICT OF INTEREST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION PROCESS FOR TOP OFFICIALS: THE FINANCE COMMITTEE ANNUALLY REVIEWS COMPENSATION OF THE TOP OFFICIALS, IF APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPENSATION PROCESS FOR OFFICERS THE FINANCE COMMITTEE ANNUALLY REVIEWS COMPENSATION OF THE OFFICERS, IF APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PRIOR PERIOD ASSET ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c

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