TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
SHERWOOD FOREST PLANTATION
FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 104
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CHARLES CITY, VA23030

A Employer identification number

20-8043826

B Telephone number (see instructions)

(804) 829-5377

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$14,257,197J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	125
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	253,035		253,035	253,035
5a	Gross rents............	4,460		4,460	4,460
b	Net rental income or (loss) 4,460
6a	Net gain or (loss) from sale of assets not on line 10	List of Attached Documents: // Content	13,500
b	Gross sales price for all assets on line 6a 13,500
7	Capital gain net income (from Part IV, line 2)...
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	33,118		33,118
12	Total. Add lines 1 through 11........	304,238		257,495	290,613
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......	142,834				142,834
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	10,328			10,328
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	25			25
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	29,125			29,125
19	Depreciation (attach schedule) and depletion...	List of Attached Documents: // Content	236,959
20	Occupancy..............
21	Travel, conferences, and meetings.......	2,755				2,755
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	126,709	4,460	37,578	89,131
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	548,735		4,460	37,578	274,198
25	Contributions, gifts, grants paid.......	0				0
26	Total expenses and disbursements. Add lines 24 and 25	548,735		4,460	37,578	274,198
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-244,497
b	Net investment income (if negative, enter -0-)			253,035
c	Adjusted net income (if negative, enter -0-)...				253,035

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	64,658	40,353	40,353
	2	Savings and temporary cash investments.........	414,172	417,207	417,207
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	1,571,352	List of Attached Documents: // Content 1,571,352	2,679,087
	c	Investments—corporate bonds (attach schedule).......	4,053,276	List of Attached Documents: // Content 4,053,276	3,391,890
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis 10,454,450
		Less: accumulated depreciation (attach schedule) 2,726,290	7,951,387	List of Attached Documents: // Content 7,728,160	7,728,160
	15	Other assets (describe )	List of Attached Documents: // Content 500	List of Attached Documents: // Content 500	List of Attached Documents: // Content 500
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	14,055,345	13,810,848	14,257,197
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	14,055,345	13,810,848
	29	Total net assets or fund balances (see instructions).....	14,055,345	13,810,848
	30	Total liabilities and net assets/fund balances (see instructions).	14,055,345	13,810,848

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

14,055,345

Enter amount from Part I, line 27a .....................

-244,497

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

13,810,848

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

13,810,848

Form 990-PF (2024)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1a
b
c
d
e

(e) Gross sales price		(f) Depreciation allowed (or allowable)	(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	3,517
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3	3,517
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	3,517
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	4,103
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	4,103
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	90
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	496
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax496	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Yes

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

WWW.SHERWOODFOREST.ORG

The books are in care of right arrow

THE FOUNDATION Telephone no. right arrow

(804) 829-5377

Located at right arrow

PO BOX 104CHARLES CITYVA ZIP+4 right arrow

23030

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2024? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2024.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
WILLIAM B TYLER	PRESIDENT 15.00	0	0	0
4204 SULGRAVE ROAD RICHMOND,VA23221	PRESIDENT 15.00	0	0	0
KAY M TYLER	SECRETARY 5.00	0	0	0
4204 SULGRAVE ROAD RICHMOND,VA23221	SECRETARY 5.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
ANNIQUE L DUNNING	EXECUTIVE DI 40.00	82,160
6251 WOODLAND FERRY ROAD SEAFORD,DE19973	EXECUTIVE DI 40.00	82,160








Total number of other employees paid over $50,000...................

Form 990-PF (2024)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1	THE SHERWOOD FOREST PLANTATION GROUNDS ARE BEING MAINTAINED IN FUTHERANCE OF THE FOUNDATION'S ACTIVITY OF PROMOTING APPRECIATION OF HISTORY AND ENCOURAGING TOURS FOR CLUBS, SCHOOLS, HISTORIC AND CIVIC GROUPS AS WELL AS THE GENERAL PUBLIC. THE 25 ACRES OF TERRACED GARDENS AND LAWN, OPEN FROM 9:00 A.M. TO 5:00 P.M. DAILY FOR THE BENEFIT OF THE PUBLIC, ARE CONSIDERED ONE OF THE MOST COMPLETE PLANTATION YARDS LEFT IN AMERICA, DATING FROM C. 1680.	214,778
2	SHERWOOD FOREST PLANTATION'S MAIN HOUSE, A CLASSIC EXAMPLE OF VIRGINIA TIDEWATER DESIGN, IS BEING PRESERVED AND MADE AVAILABLE TO THE GENERAL PUBLIC THROUGH GUIDED TOURS, THUS PROMOTING EDUCATION REGARDING THE HISTORY OF AMERICA, SHERWOOD FOREST PLANTATION, AND PRESIDENT JOHN TYLER. THE DWELLING IS OPEN DAILY FOR TOURS BY APPOINTMENT.	304,478
3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1	N/A
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

5,894,470

Average of monthly cash balances.......................

504,265

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

6,398,735

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

6,398,735

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

95,981

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

6,302,754

Minimum investment return. Enter 5% (0.05) of line 5................

315,138

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

Tax on investment income for 2024 from Part V, line 5 .......

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

Distributable amount before adjustments. Subtract line 2c from line 1............

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

274,198

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

13,734

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

287,932

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........
4Qualifying distributions for 2024 from Part
XI, line 4: $ 287,932
a Applied to 2023, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2024 distributable amount.....
e Remaining amount distributed out of corpus		287,932
5 Excess distributions carryover applied to 2024.
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		287,932
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 2024....

Form 990-PF (2024)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow

2007-09-26

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total
	253,035	283,215	294,595	332,743	1,163,588
b 85% (0.85) of line 2a .........	215,080	240,733	250,406	282,832	989,051
c Qualifying distributions from Part XI, line 4 for each year listed .....	287,932	728,141	609,340	301,256	1,926,669
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....	287,932	728,141	609,340	301,256	1,926,669
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..	210,092	197,674	217,946	244,929	870,641
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

FRANCES PB TYLER

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2024)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year

Total ................................. 3a

bApproved for future payment

Total ................................. 3b

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
aGATE RECEIPTS					10,866
bTOUR RECEIPTS					21,892
cBOOK/POSTCARD INCOME					355
dOTHER INCOME					5
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	253,035
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....			16	4,460
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............					13,500
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				257,495	46,618

13Total. Add line 12, columns (b), (d), and (e)..................

304,113

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)
1A	AN ADMISSION FEE OF 10 IS CHARGED TO TOUR THE GROUNDS OF SHERWOOD FOREST PLANTATION. THIS ACTIVITY IS CONSIDERED TO CONTRIBUTE IMPORTANTLY TO THE ACCOMPLISHMENT OF THE ORGANIZATION'S EXEMPT CHARITABLE AND EDUCATIONAL PURPOSES PROMOTING AN AWARENESS OF THE HISTORY OF THIS SIGNIFICANT PLANTATION, HOME OF PRESIDENT JOHN TYLER.
1B	AN ADMISSION FEE OF 35 IS CHARGED FOR A GUIDED TOUR OF THE MAIN HOUSE AT SHERWOOD FOREST. THIS ACTIVITY IS CONSIDERED TO CONTRIBUTE IMPORTANTLY TO THE ACCOMPLISHMENT OF THE ORGANIZATION'S EXEMPT CHARITABLE AND EDUCATIONAL PURPOSES BY PROMOTING AN AWARENESS OF THE HISTORY OF THIS SIGNIFICANT PLANTATION, HOME OF PRESIDENT JOHN TYLER.

Form 990-PF (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

SHERWOOD FOREST PLANTATION

FOUNDATION

EIN:

20-8043826

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INDIRECT ACCOUNTING FEES	10,328			10,328

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule

Name:

SHERWOOD FOREST PLANTATION

FOUNDATION

EIN:

20-8043826

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
RENOVATIONS - PORCHES, DEPENDANCIES	2012-12-19	65,320	17,963	S/L	40.0000	1,633
RENOVATIONS - ROOFING	2012-12-19	45,430	12,494	S/L	40.0000	1,136
HEAT PUMP - OVERSEER'S HOUSE	2010-11-24	7,286	2,382	S/L	40.0000	182
BUSH HOG	2010-10-18	4,395	4,395	S/L	7.0000
ECHO POWER PRUNER	2010-10-22	695	695	S/L	7.0000
STIHL HS81R-24 HEDGE CLIPPER	2011-04-20	553	553	S/L	7.0000
HORSE BARN RENOVATIONS	2012-12-19	119,940	32,985	S/L	40.0000	2,999
SHUTTER RENOVATION	2012-12-19	29,024	7,983	S/L	40.0000	725
FRAMING OF PRESIDENTIAL LETTERS	2011-12-05	826	826	S/L	7.0000
SCRAPER FOR TRACTOR	2012-04-02	4,960	4,960	S/L	7.0000
JOHN DEERE 609 ROTARY CUTTER	2012-08-10	4,299	4,299	S/L	7.0000
JOHN DEERE TRACTOR 4120	2012-10-19	35,006	35,006	S/L	7.0000
GRAVE SITE FENCING, NEW GATE	2012-01-26	7,509	5,967	S/L	15.0000	500
PLANTATION HOUSE	2012-12-19	7,393,000	2,033,075	S/L	40.0000	184,825
50.19 ACRES LAND	2012-12-19	1,317,458
TRAILER	2013-01-14	6,500	6,500	S/L	5.0000
ROOFING REPAIRS	2013-01-15	30,354	8,348	S/L	40.0000	759
2013 TOYOTA FJ CRUISER	2013-11-05	6,896	6,896	S/L	5.0000
HVAC SYSTEM	2014-10-15	87,498	20,234	S/L	40.0000	2,187
ELECTRIC GATE WITH CONTROLS	2014-05-15	4,233	2,728	S/L	15.0000	282
TREE MOUNTED LIGHTING	2014-03-15	2,405	1,577	S/L	15.0000	160
(2) 72" MOWERS	2014-04-22	15,735	15,735	S/L	7.0000
(2) LEAF BLOWERS & BAGGERS	2014-10-17	5,557	5,557	S/L	7.0000
TORO 30" COMM MOWER	2014-11-10	1,579	1,579	S/L	7.0000
2007 VOLVO BACKHOE (1/3)	2014-09-09	14,417	14,417	S/L	7.0000
GATOR	2015-01-27	12,192	12,192	S/L	7.0000
GATOR	2015-03-02	17,043	17,043	S/L	7.0000
2005 FORD F150	2015-10-05	12,654	12,654	S/L	5.0000
HVAC - BASEMENT	2015-01-01	14,016	3,153	S/L	40.0000	351
LAND - SURVEY	2015-02-14	2,507
SADDLE	2015-05-05	2,537	2,537	S/L	7.0000
2007 CAT TRACTOR (1/3)	2015-01-14	19,333	19,333	S/L	7.0000
2 STAGE TWIN TANK AIR COMPRESSOR	2016-06-20	1,369	1,369	S/L	7.0000
ELECTROLUX VACUUM	2016-06-20	1,741	1,741	S/L	7.0000
GATOR LIFT KIT	2016-07-20	1,068	1,068	S/L	7.0000
HYDRO-FEED CHIPPER	2016-11-04	10,064	10,064	S/L	7.0000
WASHER	2016-11-14	423	423	S/L	7.0000
FENCING - 3 BOARD AND RAIL	2016-08-09	33,544	16,586	S/L	15.0000	2,236
HONEYCOMB SHADES 95	2016-09-15	3,211	3,211	S/L	7.0000
WATER LINES & NEW HYDRANTS (3)	2016-06-16	9,263	4,631	S/L	15.0000	618
BALLROOM - FURNITURE	2017-12-06	4,850	4,215	S/L	7.0000	635
GRAY ROOM - FURNITURE	2017-12-06	10,925	9,494	S/L	7.0000	1,431
DRAWING ROOM - FURNITURE	2017-12-06	4,340	3,772	S/L	7.0000	568
MAIN HALL - FURNITURE	2017-12-06	2,580	2,242	S/L	7.0000	338
DINING ROOM - FURNITURE	2017-12-06	6,320	5,492	S/L	7.0000	828
FAMILY ROOM - FURNITURE	2017-12-06	3,215	2,794	S/L	7.0000	421
STORAGE - FURNITURE	2017-12-06	13,725	11,928	S/L	7.0000	1,797
DRAWING ROOM - FINE ART/PAINTING	2017-12-06	34,430
MAIL HALL - FINE ART/PAINTING	2017-12-06	21,750
DINING ROOM - FINE ART/PAINTING	2017-12-06	1,550
FAMILY ROOM - FINE ART/PAINTING	2017-12-06	1,615
STORAGE - FINE ART/PAINTING	2017-12-06	2,350
GRAY ROOM - FINE ART/PRINTS	2017-12-06	325
DRAWING ROOM - FINE ART/PRINTS	2017-12-06	200
FAMILY ROOM - FINE ART/PRINTS	2017-12-06	110
STORAGE - FINE ART/PRINTS	2017-12-06	475
GRAY ROOM - FINE ART/OTHER	2017-12-06	1,875
FAMILY ROOM - FINE ART/OTHER	2017-12-06	775
SILVER	2017-12-06	44,798
RUGS	2017-12-06	35,905	35,905	S/L	5.0000
GRAY ROOM - DOCUMENTS/HISTORICAL	2017-12-06	5,000
MAIN HALL - DOCUMENTS/HISTORICAL	2017-12-06	1,200
FAMILY ROOM - DOCUMENTS/HISTORICAL	2017-12-06	300
BUTLER PANTRY - DOCUMENTS/HISTORICAL	2017-12-06	1,050
STORAGE - DOCUMENTS/HISTORICAL	2017-12-06	7,755
GRAY ROOM - DOCUMENTS/OTHER	2017-12-06	195
MAIN HALL - DOCUMENTS/OTHER	2017-12-06	10
FAMILY ROOM - DOCUMENTS/OTHER	2017-12-06	10
GRAY ROOM - TEXTILES	2017-12-06	2,745
DRAWING ROOM - TEXTILES	2017-12-06	120
DINING ROOM - TEXTILES	2017-12-06	200
FAMILY ROOM - TEXTILES	2017-12-06	3,165
STORAGE - TEXTILES	2017-12-06	3,640
GRAY ROOM - CERAMICS	2017-12-06	525
DRAWING ROOM - CERAMICS	2017-12-06	460
MAIN HALL - CERAMICS	2017-12-06	890
DINING ROOM - CERAMICS	2017-12-06	5,585
FAMILY ROOM - CERAMICS	2017-12-06	3,975
BUTLER PANTRY - CERAMICS	2017-12-06	5,095
BALLROOM - GLASS	2017-12-06	50
GRAY ROOM - GLASS	2017-12-06	45
DINING ROOM - GLASS	2017-12-06	2,121
FAMILY ROOM - GLASS	2017-12-06	50
BUTLER PANTRY - GLASS	2017-12-06	1,140
GRAY ROOM - METALS	2017-12-06	3,490
DRAWING ROOM - METALS	2017-12-06	1,150
DINING ROOM - METALS	2017-12-06	1,280
FAMILY ROOM - METALS	2017-12-06	560
BUTLER PANTRY - METALS	2017-12-06	35
STORAGE - METALS	2017-12-06	460
BALLROOM - LIGHTING	2017-12-06	150	130	S/L	7.0000	20
GRAY ROOM - LIGHTING	2017-12-06	650	565	S/L	7.0000	85
DRAWING ROOM - LIGHTING	2017-12-06	720	626	S/L	7.0000	94
MAIN HALL - LIGHTING	2017-12-06	750	652	S/L	7.0000	98
DINING ROOM - LIGHTING	2017-12-06	700	608	S/L	7.0000	92
STORAGE - LIGHTING	2017-12-06	500	435	S/L	7.0000	65
BOOKS	2017-12-06	11,365
DRAWING ROOM - CLOCKS	2017-12-06	50	43	S/L	7.0000	7
DINING ROOM - CLOCKS	2017-12-06	1,100	956	S/L	7.0000	144
GRAY ROOM - MISCELLANEOUS	2017-12-06	315	274	S/L	7.0000	41
DRAWING ROOM - MISCELLANEOUS	2017-12-06	185	161	S/L	7.0000	24
MAIN HALL - MISCELLANEOUS	2017-12-06	210	183	S/L	7.0000	27
DINING ROOM - MISCELLANEOUS	2017-12-06	25	22	S/L	7.0000	3
FAMILY ROOM - MISCELLANEOUS	2017-12-06	1,430	1,243	S/L	7.0000	187
STORAGE - MISCELLANEOUS	2017-12-06	600	521	S/L	7.0000	79
GRAY ROOM - DECORATIVE OBJECTS	2017-12-06	880	765	S/L	7.0000	115
DRAWING ROOM - DECORATIVE OBJECTS	2017-12-06	740	643	S/L	7.0000	97
DINING ROOM - DECORATIVE OBJECTS	2017-12-06	525	456	S/L	7.0000	69
FAMILY ROOM - DECORATIVE OBJECTS	2017-12-06	165	143	S/L	7.0000	22
(2) HORSES 2 OF 2	2015-08-10	1,900	1,900	S/L	7.0000
BATHROOM- SLAVE QUARTERS RENOVATION	2018-08-15	4,164	574	S/L	39.0000	107
HVAC- SLAVE QUARTERS RENOVATION	2018-07-19	2,530	354	S/L	39.0000	65
CERAMIC FLOORING- SLAVE QUARTERS RENOVATION	2018-06-19	4,586	652	S/L	39.0000	117
WEST BUILDERS- SLAVE QUARTERS RENOVATION	2018-12-28	3,395	439	S/L	39.0000	87
GRAY ROOM - FINE ART/PAINTING	2017-12-06	23,010
ELECTRICAL - SLAVE QUARTERS	2019-02-12	2,737	342	S/L	39.0000	70
ELECTRICAL - SLAVE QUARTERS	2019-02-13	2,549	319	S/L	39.0000	65
KITCHEN - SLAVE QUARTERS	2019-02-28	2,119	265	S/L	39.0000	54
TOYOTA TUNDRA	2019-09-10	51,522	44,653	S/L	5.0000	6,869
CERAMIC & WOOD THRESHOLD- EAST COLONNADE BATH	2020-10-16	4,696	386	S/L	39.0000	121
INITITAL WORK FOR EAST COLONNADE BATHROOM	2020-09-11	1,433	121	S/L	39.0000	37
PLUMBING- EAST COLONNADE BATHROOM	2020-10-02	3,052	251	S/L	39.0000	78
ELECTRICAL- EXTERIOR OUTLETS	2020-12-01	3,033	237	S/L	39.0000	77
EAST WING KITCHEN ( DESIGN)	2021-09-09	500	30	S/L	39.0000	13
NORTH PORCH (DEMO WORK)	2021-10-25	3,707	206	S/L	39.0000	95
EAST WING KITCHEN, 2ND, 3RD BATH DEMO	2021-10-25	11,122	618	S/L	39.0000	285
2ND,3RD FLOOR GUEST BATH - FLOORING	2021-10-25	3,200	178	S/L	39.0000	82
WINDOWS	2021-12-10	4,450	238	S/L	39.0000	114
GE RANGE - EAST WING KITCHEN	2022-01-27	1,037	284	S/L	7.0000	148
GE DISHWASHER - EAST WING KITCHEN	2022-01-27	878	240	S/L	7.0000	126
GE MICROWAVE - EAST WING KITCHEN	2022-01-27	454	124	S/L	7.0000	65
GE REFRIGERATOR - EAST WING KITCHEN	2022-01-27	1,747	478	S/L	7.0000	250
CEMETERY FENCING	2022-09-15	4,860	432	S/L	15.0000	324
EAST WING RENOVATIONS	2022-11-28	512	15	S/L	39.0000	13
EAST WING - BATHROOM	2022-06-29	1,041	41	S/L	39.0000	27
EAST WING - KITCHEN	2022-07-18	327	12	S/L	39.0000	9
JULIA'S BATH - 2ND FLOOR	2022-11-23	4,459	129	S/L	39.0000	114
WINDOWS	2022-04-28	302	13	S/L	39.0000	8
WINDOWS	2022-12-23	134,826	3,601	S/L	39.0000	3,457
EAST WING - KITCHEN	2022-10-14	56,321	1,745	S/L	39.0000	1,444
MAIN KITCHEN	2022-02-04	6,000	288	S/L	39.0000	154
MASTER BATH - 2ND FLOOR	2022-02-04	2,400	115	S/L	39.0000	62
JULIA'S BATH - 2ND FLOOR	2022-12-23	15,260	408	S/L	39.0000	391
NORTH PORCH	2022-11-10	36,000	1,038	S/L	39.0000	924
BALLROOM - ROOF	2022-11-04	6,212	179	S/L	39.0000	159
GRAY ROOM - CEILING	2022-12-23	16,785	448	S/L	39.0000	431
RENOVATIONS - MATERIALS	2022-12-23	5,489	147	S/L	39.0000	140
STACKABLE WASHER/DRYER (UTILITY ROOM)	2023-02-16	1,640	195	S/L	7.0000	235
VERONA RANGE (MAIN KITCHEN)	2023-04-21	4,716	449	S/L	7.0000	674
SIGNAGE (DESIGN WORK)	2023-11-16	1,733	21	S/L	7.0000	247
SIGNAGE ( 16 ALUMINUM SIGNS)	2023-11-09	1,731	41	S/L	7.0000	247
POWDER ROOM ( WALLPAPER)	2023-05-05	1,870	32	S/L	39.0000	48
ENTRY HALL ( WALLPAPER)	2023-05-18	1,170	18	S/L	39.0000	30
OVERSEER'S HOUSE (ROOF)	2023-02-21	15,856	339	S/L	39.0000	406
SMOKEHOUSE ( STABILIZATION)	2023-04-28	27,496	470	S/L	39.0000	705
COUNTER TOP MICROWAVE - MAIN KITCHEN	2023-04-19	462	44	S/L	7.0000	66
REFRIGERATOR - MAIN KITCHEN	2023-04-19	9,223	878	S/L	7.0000	1,318
DISHWASHER - MAIN KITCHEN	2023-04-19	1,183	113	S/L	7.0000	169
EXHAUST VENT - MAIN KITCHEN	2023-04-19	1,815	173	S/L	7.0000	259
DISPOSAL - MAIN KITCHEN	2023-04-19	273	26	S/L	7.0000	39
RENOVATIONS - MAIN KITCHEN	2023-04-19	65,990	1,128	S/L	39.0000	1,692
RENOVATIONS - MASTER BATH	2023-04-19	13,815	236	S/L	39.0000	354
FIXTURES(POWDER ROOM,MASTER BATH,3RD FL BATH)	2023-02-03	4,567	107	S/L	39.0000	117
MAIN KITCHEN, POWDER,UTILITY,MASTER BATH,3RD	2023-01-30	12,896	303	S/L	39.0000	331
FOYER,POWDER,MAINKITCHEN,UTILITY	2023-02-16	129,521	2,768	S/L	39.0000	3,321
2ND FLOOR BATH	2023-02-16	48,208	1,030	S/L	39.0000	1,236
3RD FLOOR BATH	2023-02-16	50,431	1,078	S/L	39.0000	1,293
GRAY ROOM (HICKS CONSTR)	2023-01-06	9,540	245	S/L	39.0000	244
JULIA'S BATH ( HICKS CONSTR)	2023-01-06	10,205	262	S/L	39.0000	261
52 GAL - STORAGE TANK/ HOT WATER HEATER	2024-04-16	5,791		S/L	7.0000	552
SIGNAGE (4) ALUM. SIGNS- MILES TO; ENTRY SIGN	2024-04-30	3,904		S/L	7.0000	372
SIGNAGE ( 3) - PARKING LOT SIGNS	2024-09-30	1,107		S/L	7.0000	40
SIGNAGE - FINAL DESIGN WORK	2024-02-29	656		S/L	7.0000	78
SIGNAGE(2) - 6MI ON RIGHT: 3 MI ON LEFT	2024-07-08	2,276		S/L	7.0000	163

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 GainLossSaleOtherAssetsSch

Name:

SHERWOOD FOREST PLANTATION

FOUNDATION

EIN:

20-8043826

Name	Date Acquired	How Acquired	Date Sold	Purchaser Name	Gross Sales Price	Basis	Basis Method	Sales Expenses	Total (net)	Accumulated Depreciation
2013 TOYOTA FJ CRUISER	2013-11	PURCHASE	2024-08		12,000	6,896			12,000	6,896
2005 FORD F150	2015-10	PURCHASE	2024-01		1,500	12,654			1,500	12,654

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

SHERWOOD FOREST PLANTATION

FOUNDATION

EIN:

20-8043826

Name of Bond	End of Year Book Value	End of Year Fair Market Value
MERCK & CO INC BOND 6.3%	3,641,220	3,053,640
PROCTOR & GAMBLE CO BOND 8%	412,056	338,250

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

SHERWOOD FOREST PLANTATION

FOUNDATION

EIN:

20-8043826

Name of Stock	End of Year Book Value	End of Year Fair Market Value
VANGUARD TOTAL STOCK MKT INDEX ADM	504,286	917,670
INVESCO QQQ TR UNIT SER 1	302,118	521,455
ISHARES TRUST RUSSELL 1000	338,119	593,535
SPDR S&P MIDCAP 400	213,404	344,596
ISHARES RUSSELL 2000 ETF	213,425	301,831

- TIN:

TY 2024 LandEtcSchedule2

Name:

SHERWOOD FOREST PLANTATION

FOUNDATION

EIN:

20-8043826

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
RENOVATIONS- PORCHES, DEPENDENCIES	65,320	19,596	45,724	45,724
RENOVATIONS- ROOFING	45,430	13,630	31,800	31,800
HEAT PUMP- OVERSEER'S HOUSE	7,286	2,564	4,722	4,722
BUSH HOG	4,395	4,395
ECHO POWER PRUNER	695	695
STIHL HS81R-24 HEDGE CLIPPER	553	553
HORSE BARN RENOVATIONS	119,940	35,984	83,956	83,957
SHUTTER RENOVATION	29,024	8,708	20,316	20,316
FRAMING OF PRESIDENTIAL LETTERS	826	826
SCRAPER FOR TRACTOR	4,960	4,960
JOHN DEERE 609 ROTARY CUTTER	4,299	4,299
JOHN DEERE TRACTOR 4120	35,006	35,006
GRAVE SITE FENCING, NEW GATE	7,509	6,467	1,042	1,042
PLANTATION HOUSE	7,393,000	2,217,900	5,175,100	5,175,100
TRAILER	6,500	6,500
ROOFING REPAIRS	30,354	9,107	21,247	21,247
2013 TOYOTA CRUISER
HVAC SYSTEM	87,498	22,421	65,077	65,077
ELECTRIC GATE W/ CONTROLS	4,233	3,010	1,223	1,223
TREE-MOUNTED LIGHTING	2,405	1,737	668	668
(2) 72" MOWERS	15,735	15,735
(2) LEAF BLOWERS & BAGGERS	5,557	5,557
TORO 30" COMM MOWER	1,579	1,579
2007 VOLVO BACKHOE (1/3)	14,417	14,417
GATOR	12,192	12,192
GATOR	17,043	17,043
2005 FORD F150
HVAC- BASEMENT	14,016	3,504	10,512	10,512
SADDLE	2,537	2,537
(2) HORSES	1,900	1,900
2007 CAT TRACTOR (1/3)	19,333	19,333
2-STAGE TWIN TANK AIR COMPRESSOR	1,369	1,369
ELECTROLUX VACUUM	1,741	1,741
GATOR LIFT KIT	1,068	1,068
HYDRO- FEED CHIPPER	10,064	10,064
WASHER	423	423
FENCING (3- BOARD & RAIL)	33,544	18,822	14,722	14,722
HONEYCOMB SHADES (95)	3,211	3,211
WATER LINES & NEW HYDRANTS (3)	9,263	5,249	4,014	4,014
BATHROOM- SLAVE QUARTERS RENOVATION	4,164	681	3,483	3,484
HVAC- SLAVE QUARTERS RENOVATION	2,530	419	2,111	2,111
CERAMIC FLOORING- SLAVE QUARTERS REN	4,586	769	3,817	3,817
WEST BUILDERS- SLAVE QTRS RENO	3,395	526	2,869	2,869
ELECTRICAL- SLAVE QUARTERS	2,737	412	2,325	2,325
ELECTRICAL- SLAVE QUARTERS	2,549	384	2,165	2,165
KITCHEN- SLAVE QUARTERS	2,119	319	1,800	1,800
TOYOTA TUNDRA	51,522	51,522
EAST COLONNADE BATHROOM	12,214	1,308	10,906	10,906
2021 RENOVATIONS	22,980	1,857	21,123	21,121
KITCHEN APPLIANCES- EAST WING	4,117	1,715	2,402	2,402
CEMETERY FENCING	4,860	756	4,104	4,104
2022 RENOVATIONS	285,932	15,512	270,420	270,420
2023 EQUIPMENT ADDITIONS	22,776	5,194	17,582	17,582
2023 RENOVATIONS	391,561	18,055	373,506	373,506
2024 EQUIPMENT ADDITIONS	13,734	1,204	12,530	12,530
2017 FURNISHINGS	288,484	91,555	196,929	196,929
50.19 ACRES LAND	1,317,458		1,317,458	1,317,458
SURVEY- LAND	2,507		2,507	2,507

- TIN:

TY 2024 OtherAssetsSchedule

Name:

SHERWOOD FOREST PLANTATION

FOUNDATION

EIN:

20-8043826

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
COLLECTIONS	500	500	500

- TIN:

TY 2024 OtherExpensesSchedule

Name:

SHERWOOD FOREST PLANTATION

FOUNDATION

EIN:

20-8043826

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXPENSES
ADVERTISING	2,503			2,503
ANIMAL EXPENSE	4,100			4,100
DUES & SUBSCRIPTIONS	1,675			1,675
EQUIPMENT EXPENSE	7,449		3,732	3,717
GROUNDS MAINTENANCE	11,178	4,460	11,178
HORSES EXPENSE	10,084		10,084
HOUSE EXPENSES	12,584		12,584
INSURANCE	6,092			6,092
MEALS	1,494			1,494
OFFICE EXPENSE	4,045			4,045
SUBCONTRACTORS	41,614			41,614
PHONE & INTERNET	4,492			4,492
UTILITIES - ELECTRIC	17,069			17,069
VEHICLE EXPENSE	2,295			2,295
BANK CHARGES	35			35

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

SHERWOOD FOREST PLANTATION

FOUNDATION

EIN:

20-8043826

Description	Revenue And Expenses Per Books	Adjusted Net Income
GATE RECEIPTS	10,866	10,866
TOUR RECEIPTS	21,892	21,892
BOOK/POSTCARD INCOME	355	355
OTHER INCOME	5	5

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

SHERWOOD FOREST PLANTATION

FOUNDATION

EIN:

20-8043826

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INDIRECT OTHER PROFESSIONAL FEES	25			25

- TIN:

TY 2024 TaxesSchedule

Name:

SHERWOOD FOREST PLANTATION

FOUNDATION

EIN:

20-8043826

Category	Amount	Disbursements for Charitable Purposes
PAYROLL TAXES	10,927	10,927
REAL ESTATE TAXES	12,026	12,026
FORM 990 TAXES	4,000	4,000
PERSONAL PROPERTY TAXES	2,172	2,172