Civic Intelligence

Shirley Plantation Foundation

990 • Fiscal year 2014 • EIN 26-2524447

Jan 01, 2014 to Dec 31, 2014 • Filed on May 26, 2015

Organization ProfileWWW.SHIRLEYPLANTATION.COM/FOUNDATION
501 Shirley Plantation RoadCharles City, VA 23030

(804) 829-5121

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

89th percentile

0.53x

Higher debt load relative to assets than 89% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

90th percentile

0.32x

Higher debt load relative to revenue than 90% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

39th percentile

-0.7%

Higher net margin than 39% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

87th percentile

$32,997

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

21st percentile

-22%

Faster revenue growth than 21% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$171,721

Up $22,628 (+15%) from 2013

Net Assets

Down

$80,368

Down $1,916 (-2.3%) from 2013

Liabilities

Up

$91,353

Up $24,544 (+37%) from 2013

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin39th percentile

Revenue

Down

$282,997

Down $79,473 (-22%) from 2013

Expenses

Down

$284,913

Down $106,255 (-27%) from 2013

Net Income

Up

-$1,916

Up $26,782 (+93%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2014

Assets$171,721
Liabilities$91,353
Net Assets$80,368
Open 2014 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$282,997
Expenses$284,913
Net Income-$1,916
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 26, 2015
Return Version
2014v5.0
Gross Receipts
$316,806
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$101,302$91,787▼ $9,515
Cash and Non-Interest-Bearing Accounts$11,323$47,082▲ $35,759
Inventories for Sale or Use$24,243$20,145▼ $4,098
Accounts Receivable$1,625$2,107▲ $482
Total Assets$149,093$171,721▲ $22,628
Other Assets Total$10,600$10,600→ $0
Liabilities
Accounts Payable and Accrued Expenses$65,696$70,114▲ $4,418
Other Liabilities$1,113$21,239▲ $20,126
Total Liabilities$66,809$91,353▲ $24,544
Net Assets / Fund Balance
Unrestricted Net Assets$82,284$80,368▼ $1,916
Total Net Assets Fund Balance$82,284$80,368▼ $1,916
Total Liabilities and Net Assets / Fund Balance$149,093$171,721▲ $22,628

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$91,787$57,543$149,330
Other Assets Org$10,600--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert Randolph CarterVice PresideFT$32,997$32,997

Board Members and Trustees

NameTitle
Charles H Carter IiiPresident
Andrea ErdaDirector
Charles L Saunders IiiDirector
G Christopher KernDirector
J Wilson Enochs IiiDirector
Jacqueline Stoker StewartDirector
Mary Beth McintireDirector
Robert H Chappell IiiDirector
Robert J TeagleDirector
Tayloe M DameronDirector
W Lee Daniels PhdDirector
Lauren Murphy CarterSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$5,115
Program Service Revenue
$230,438
Investment Income
$0
Other Revenue
$47,444
All Other Contributions
$4,125
Change in Net Assets
$-1,916
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$180,290
Other Expenses$104,623
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$113,615--$113,615
Current Officers, Directors, Trustees, and Key Employees$32,997--$32,997
Payroll Taxes$16,877--$16,877
Other Employee Benefits$16,801--$16,801
Advertising-$16,130-$16,130
Insurance-$16,003-$16,003
Depreciation Depletion-$15,213-$15,213
Office Expenses-$12,199-$12,199
Occupancy-$10,725-$10,725
Fees for Services Accounting-$2,755-$2,755
Fees for Services Legal-$2,692-$2,692
Other Expenses$9,737$972-$972
All Other Expenses$262$182-$444
Travel-$84-$84
Total Functional Expenses$190,289$94,624$0$284,913
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$21,239
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Robert randolph carter charles h. Carter iii v president president brothers charles h. Carter iii lauren murphy carter president secretary/tr spouses”

Form 990, Page 6, Part VI, Line 11B

“The finance committee reviews the tax return.”

Form 990, Page 6, Part VI, Line 12C

“All officers, directors, trustees and employees are required to disclose any actual conflict of interest.”

Form 990, Page 6, Part VI, Line 15A

“The finance committee annually reviews compensation of the top officials, if applicable.”

Form 990, Page 6, Part VI, Line 15B

“The finance committee annually reviews compensation of the officers, if applicable.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request.”

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
Charles H Carter Iii
Title
President
Phone
8048295121
Signed
2015-05-26

Organization Details

Principal Officer
Charles H Carter Iii
Formed
2009
Legal Domicile
Va
Voting Board Members
13
Independent Board Members
13
Employees
16
Volunteers
10

Preparer

Firm
Meadows Urquhart Acree & Cook Llp
Address
1802 BAYBERRY CT STE 102, RICHMOND, VA 23226-3774
Preparer
John D Rokenbrod CPA
Phone
8042495786
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

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IRS990/OtherExpensesGrp/Desc0OTHER TAXES
IRS990/OtherExpensesGrp/Desc1TOURISM EXPENSE
IRS990/OtherExpensesGrp/Desc2GROUND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3REPAIRS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010242
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17427
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2972
IRS990/OtherExpensesGrp/ProgramServicesAmt09737
IRS990/OtherExpensesGrp/TotalAmt010242
IRS990/OtherExpensesGrp/TotalAmt19737
IRS990/OtherExpensesGrp/TotalAmt27427
IRS990/OtherExpensesGrp/TotalAmt3972
IRS990/OtherLiabilitiesGrp/BOYAmt01113
IRS990/OtherLiabilitiesGrp/EOYAmt021239
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0113615
IRS990/OtherSalariesAndWagesGrp/TotalAmt0113615
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt016877
IRS990/PayrollTaxesGrp/TotalAmt016877
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CHARLES H CARTER III
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0WALK IN VISITORS
IRS990/ProgramServiceRevenueGrp/Desc1GROUP VISITORS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0200253
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt130185
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0200253
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt130185
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt040072
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0126725
IRS990/PYOtherRevenueAmt088288
IRS990/PYProgramServiceRevenueAmt0234110
IRS990/PYRevenuesLessExpensesAmt0-28698
IRS990/PYSalariesCompEmpBnftPaidAmt0264443
IRS990/PYTotalExpensesAmt0391168
IRS990/PYTotalRevenueAmt0362470
IRS990/ReconcilationRevenueExpnssAmt0-1916
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt09530
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0231428
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0TOURISM 14,392
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt040072
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt051519
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0213829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0116975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0427510
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09530
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt043551
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt053094
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0302161
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0323690
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0625851
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09530
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt043551
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt053094
IRS990ScheduleA/InvestmentIncomeCYPct00.05000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt03741
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt05425
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt05226
IRS990ScheduleA/OtherIncome509Grp/TotalAmt014392
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93980
IRS990ScheduleA/PublicSupportTotal509Amt01053361
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0307276
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0363762
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt051519
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0213829
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0116975
IRS990ScheduleA/Total509Grp/TotalAmt01053361
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0316806
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0407313
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt055260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0219267
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0122201
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01120847
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt010600
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0MUSEUM ARTIFACTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt091787
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt057543
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0149330
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021239
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt091787
IRS990ScheduleD/TotalBookValueOtherAssetsAmt010600
IRS990ScheduleD/TotalLiabilityAmt021239
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROBERT RANDOLPH CARTER CHARLES H. CARTER III V PRESIDENT PRESIDENT BROTHERS CHARLES H. CARTER III LAUREN MURPHY CARTER PRESIDENT SECRETARY/TR SPOUSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCE COMMITTEE REVIEWS THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL OFFICERS, DIRECTORS, TRUSTEES AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANY ACTUAL CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FINANCE COMMITTEE ANNUALLY REVIEWS COMPENSATION OF THE TOP OFFICIALS, IF APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FINANCE COMMITTEE ANNUALLY REVIEWS COMPENSATION OF THE OFFICERS, IF APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0149093
IRS990/TotalAssetsEOYAmt0171721
IRS990/TotalAssetsGrp/BOYAmt0149093
IRS990/TotalAssetsGrp/EOYAmt0171721
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05115
IRS990/TotalEmployeeCnt016
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt094624
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0190289
IRS990/TotalFunctionalExpensesGrp/TotalAmt0284913
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt066809
IRS990/TotalLiabilitiesEOYAmt091353
IRS990/TotalLiabilitiesGrp/BOYAmt066809
IRS990/TotalLiabilitiesGrp/EOYAmt091353
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt082284
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt080368
IRS990/TotalProgramServiceExpensesAmt0190289
IRS990/TotalProgramServiceRevenueAmt0230438
IRS990/TotalReportableCompFromOrgAmt032997
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0277882
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0282997
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0149093
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0171721
IRS990/TravelGrp/ManagementAndGeneralAmt084
IRS990/TravelGrp/TotalAmt084
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt082284
IRS990/UnrestrictedNetAssetsGrp/EOYAmt080368
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0501 SHIRLEY PLANTATION ROAD
IRS990/USAddress/CityNm0CHARLES CITY
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd023030
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.SHIRLEYPLANTATION.COM/FOUNDATION
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$171,721
Liabilities
$91,353
Net assets
$80,368
Revenue
$282,997
Expenses
$284,913
Net income
-$1,916
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