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Shirley Plantation Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Historical Societies, Related Historical Activities (NTEE)

Donations to this organization are tax deductible.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$131k (2023)

Expenses
$123k (2023)

Total Assets
$75.2k (2023)

Total Liabilities
$113k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$131,101
Expenses
$123,151
Net Income
$7,950
Net Assets
-$37,522
Notable Sources of Revenue Percent of Total Revenue
Contributions $37,531
28.6%
Program Services $88,655
67.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $4,915
3.7%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $48,708
39.6%
Assets/Debt
Total Assets $75,169
Total Liabilities $112,691
Net Assets -$37,522
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Lauren Murphy Carter (President) $0 $0 $18,081
Charles H Carter Iii (Treasurer/Secretary) $0 $0 $0
Robert H Chappell Iii (Director) $0 $0 $0
W Lee Daniels Phd (Director) $0 $0 $0
Mary Beth Mcintire (Director) $0 $0 $0
Jacqueline Stoker Stewart (Director) $0 $0 $0
Robert J Teagle (Director) $0 $0 $0
Julian Charity (Director & Vp) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$135,093
Expenses
$157,711
Net Income
-$22,618
Net Assets
-$45,472
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,328
10.6%
Program Services $109,378
81.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $11,387
8.4%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $30,950
19.6%
Professional Fundraising Fees $0
Other Salaries and Wages $43,914
27.8%
Assets/Debt
Total Assets $70,563
Total Liabilities $116,035
Net Assets -$45,472
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Lauren Murphy Carter (President) $30,950 $0 $0
Charles H Carter Iii (Treasurer/Secretary) $0 $0 $0
Robert H Chappell Iii (Director) $0 $0 $0
W Lee Daniels Phd (Director) $0 $0 $0
Mary Beth Mcintire (Director) $0 $0 $0
Jacqueline Stoker Stewart (Director) $0 $0 $0
Robert J Teagle (Director) $0 $0 $0
Julian Charity (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$164,641
Expenses
$144,877
Net Income
$19,764
Net Assets
-$23,099
Notable Sources of Revenue Percent of Total Revenue
Contributions $55,452
33.7%
Program Services $98,837
60.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $10,352
6.3%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $30,577
21.1%
Professional Fundraising Fees $0
Other Salaries and Wages $39,508
27.3%
Assets/Debt
Total Assets $89,435
Total Liabilities $112,534
Net Assets -$23,099
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Lauren Murphy Carter (Secretary/Treasurer) $30,577 $0 $0
Charles H Carter Iii (President) $0 $0 $0
Robert H Chappell Iii (Director) $0 $0 $0
W Lee Daniels Phd (Director) $0 $0 $0
Mary Beth Mcintire (Director) $0 $0 $0
Jacqueline Stoker Stewart (Director) $0 $0 $0
Robert J Teagle (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$49,422
Expenses
$188,760
Net Income
-$139,338
Net Assets
-$42,863
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,109
24.5%
Program Services $33,597
68.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income -$244
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $3,960
8.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $25,526
13.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $91,739
Total Liabilities $134,602
Net Assets -$42,863
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Lauren Murphy Carter (Secretary/Treasurer) $25,526 $0 $3,125
Robert Randolph Carter (Vice President) $0 $0 $0
Charles H Carter Iii (President) $0 $0 $0
Robert H Chappell Iii (Director) $0 $0 $0
W Lee Daniels Phd (Director) $0 $0 $0
Mary Beth Mcintire (Director) $0 $0 $0
Jacqueline Stoker Stewart (Director) $0 $0 $0
Robert J Teagle (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$247,615
Expenses
$200,718
Net Income
$46,897
Net Assets
$96,475
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,174
3.7%
Program Services $205,799
83.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $13,342
5.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $19,207
7.8%
Other Revenue $93
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $21,213
10.6%
Professional Fundraising Fees $0
Other Salaries and Wages $75,498
37.6%
Assets/Debt
Total Assets $186,235
Total Liabilities $89,760
Net Assets $96,475
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Lauren Murphy Carter (Secretary/Treasurer) $21,213 $0 $7,987
Robert Randolph Carter (Vice President) $0 $0 $0
Charles H Carter Iii (President) $0 $0 $0
Robert H Chappell Iii (Director) $0 $0 $0
W Lee Daniels Phd (Director) $0 $0 $0
Mary Beth Mcintire (Director) $0 $0 $0
Jacqueline Stoker Stewart (Director) $0 $0 $0
Robert J Teagle (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$229,427
Expenses
$260,549
Net Income
-$31,122
Net Assets
$49,578
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,240
4.9%
Program Services $178,253
77.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $8,048
3.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $31,736
13.8%
Other Revenue $150
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $37,654
14.5%
Professional Fundraising Fees $0
Other Salaries and Wages $112,233
43.1%
Assets/Debt
Total Assets $147,855
Total Liabilities $98,277
Net Assets $49,578
Compensation
Key Employees and Officers Compensation Related Other
Lauren Murphy Carter (Secretary/Tr) $33,644 $0 $8,502
Robert Randolph Carter (Vice Preside) $4,010 $0 $0
Charles H Carter Iii (President) $0 $0 $0
Robert H Chappell Iii (Director) $0 $0 $0
W Lee Daniels Phd (Director) $0 $0 $0
Mary Beth Mcintire (Director) $0 $0 $0
Jacqueline Stoker Stewart (Director) $0 $0 $0
Robert J Teagle (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$254,536
Expenses
$300,645
Net Income
-$46,109
Net Assets
$80,700
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,920
5.9%
Program Services $211,600
83.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $27,567
10.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $298
0.1%
Other Revenue $151
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $70,388
23.4%
Professional Fundraising Fees $0
Other Salaries and Wages $99,795
33.2%
Assets/Debt
Total Assets $178,588
Total Liabilities $97,888
Net Assets $80,700
Compensation
Key Employees and Officers Compensation Related Other
Robert Randolph Carter (Vice Preside) $36,243 $0 $0
Lauren Murphy Carter (Secretary/Tr) $34,145 $0 $8,877
Charles H Carter Iii (President) $0 $0 $0
Robert H Chappell Iii (Director) $0 $0 $0
W Lee Daniels Phd (Director) $0 $0 $0
Mary Beth Mcintire (Director) $0 $0 $0
Jacqueline Stoker Stewart (Director) $0 $0 $0
Robert J Teagle (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$315,308
Expenses
$280,412
Net Income
$34,896
Net Assets
$126,809
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,107
1.9%
Program Services $229,701
72.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $1,410
0.4%
Net Fundraising $3,696
1.2%
Sales of Assets $0
Net Inventory Sales $74,394
23.6%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $34,851
12.4%
Professional Fundraising Fees $0
Other Salaries and Wages $112,975
40.3%
Assets/Debt
Total Assets $218,905
Total Liabilities $92,096
Net Assets $126,809
Compensation
Key Employees and Officers Compensation Related Other
Robert Randolph Carter (Vice Preside) $34,851 $0 $0
Charles H Carter Iii (President) $0 $0 $0
Lauren Murphy Carter (Secretary/Tr) $0 $0 $0
Robert H Chappell Iii (Director) $0 $0 $0
Tayloe M Dameron (Director) $0 $0 $0
W Lee Daniels Phd (Director) $0 $0 $0
J Wilson Enochs Iii (Director) $0 $0 $0
Andrea Erda (Director) $0 $0 $0
Mary Beth Mcintire (Director) $0 $0 $0
Charles L Saunders Iii (Director) $0 $0 $0
Jacqueline Stoker Stewart (Director) $0 $0 $0
Robert J Teagle (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$300,273
Expenses
$288,728
Net Income
$11,545
Net Assets
$91,913
Notable Sources of Revenue Percent of Total Revenue
Contributions $28,831
9.6%
Program Services $218,219
72.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $6,117
2.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $47,106
15.7%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $37,076
12.8%
Professional Fundraising Fees $0
Other Salaries and Wages $117,853
40.8%
Assets/Debt
Total Assets $182,489
Total Liabilities $90,576
Net Assets $91,913
Compensation
Key Employees and Officers Compensation Related Other
Robert Randolph Carter (Vice Preside) $37,076 $0 $0
Charles H Carter Iii (President) $0 $0 $0
Lauren Murphy Carter (Secretary/Tr) $0 $0 $0
Robert H Chappell Iii (Director) $0 $0 $0
Tayloe M Dameron (Director) $0 $0 $0
W Lee Daniels Phd (Director) $0 $0 $0
J Wilson Enochs Iii (Director) $0 $0 $0
Andrea Erda (Director) $0 $0 $0
G Christopher Kern (Director) $0 $0 $0
Mary Beth Mcintire (Director) $0 $0 $0
Charles L Saunders Iii (Director) $0 $0 $0
Jacqueline Stoker Stewart (Director) $0 $0 $0
Robert J Teagle (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$282,997
Expenses
$284,913
Net Income
-$1,916
Net Assets
$80,368
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,115
1.8%
Program Services $230,438
81.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $9,530
3.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $37,914
13.4%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $32,997
11.6%
Professional Fundraising Fees $0
Other Salaries and Wages $113,615
39.9%
Assets/Debt
Total Assets $171,721
Total Liabilities $91,353
Net Assets $80,368
Compensation
Key Employees and Officers Compensation Related Other
Robert Randolph Carter (Vice Preside) $32,997 $0 $0
Charles H Carter Iii (President) $0 $0 $0
Lauren Murphy Carter (Secretary/Tr) $0 $0 $0
Robert H Chappell Iii (Director) $0 $0 $0
Tayloe M Dameron (Director) $0 $0 $0
W Lee Daniels Phd (Director) $0 $0 $0
J Wilson Enochs Iii (Director) $0 $0 $0
Andrea Erda (Director) $0 $0 $0
G Christopher Kern (Director) $0 $0 $0
Mary Beth Mcintire (Director) $0 $0 $0
Charles L Saunders Iii (Director) $0 $0 $0
Jacqueline Stoker Stewart (Director) $0 $0 $0
Robert J Teagle (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$362,470
Expenses
$391,168
Net Income
-$28,698
Net Assets
$82,284
Notable Sources of Revenue Percent of Total Revenue
Contributions $40,072
11.1%
Program Services $234,110
64.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $43,551
12.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $44,737
12.3%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $78,847
20.2%
Professional Fundraising Fees $0
Other Salaries and Wages $139,480
35.7%
Assets/Debt
Total Assets $149,093
Total Liabilities $66,809
Net Assets $82,284
Compensation
Key Employees and Officers Compensation Related Other
Janet L Appel (Secretary/Tr) $43,250 $0 $0
Robert Randolph Carter (Vice Preside) $35,597 $0 $0
Charles H Carter Iii (President) $0 $0 $0
Lauren Murphy Carter (Director) $0 $0 $0
Robert H Chappell Iii (Director) $0 $0 $0
Teresa L Crocker (Director) $0 $0 $0
Tayloe M Dameron (Director) $0 $0 $0
W Lee Daniels Phd (Director) $0 $0 $0
J Wilson Enochs Iii (Director) $0 $0 $0
Andrea Erda (Director) $0 $0 $0
G Christopher Kern (Director) $0 $0 $0
Mary Beth Mcinite (Director) $0 $0 $0
Charles L Saunders Iii (Director) $0 $0 $0
Jacqueline Stoker Stewart (Director) $0 $0 $0
Robert J Teagle (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$330,811
Expenses
$372,417
Net Income
-$41,606
Net Assets
$110,982
Notable Sources of Revenue Percent of Total Revenue
Contributions $51,519
15.6%
Program Services $275,551
83.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $3,491
1.1%
Other Revenue $250
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $74,900
20.1%
Professional Fundraising Fees $0
Other Salaries and Wages $147,573
39.6%
Assets/Debt
Total Assets $173,554
Total Liabilities $62,572
Net Assets $110,982

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$500,926
Expenses
$456,069
Net Income
$44,857
Net Assets
$152,588
Notable Sources of Revenue Percent of Total Revenue
Contributions $213,829
42.7%
Program Services $281,659
56.2%
Investment Income $13
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $5,425
1.1%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $87,081
19.1%
Professional Fundraising Fees $0
Other Salaries and Wages $181,990
39.9%
Assets/Debt
Total Assets $210,001
Total Liabilities $57,413
Net Assets $152,588

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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