2024-04-01T11:37:52-05:00 2023-06-30 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH ROAD SUITE 300 CHAPEL HILL NC 27517 990 2022-07-01 591735367 NATIONAL HUMANITIES CENTER NATI 9194060121 7 ALEXANDER DRIVE RESEARCH TRIANGLE PARK NC 277090152 JEFF STEWART FRACTIONAL CHIEF FINANCIAL OFFICER 9194060115 2024-04-01 1 JEFF STEWART 999009999 1 DEETRA B WATSON P00534544 9199428700 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFF STEWART 7 ALEXANDER DRIVE RESEARCH TRIANGLE PARK NC 277090152 9713147 0 X NATIONALHUMANITIESCENTER.ORG X 1976 NC NHC SEEKS TO ENSURE THE CONTINUING STRENGTH OF THE LIBERAL ARTS AND TO AFFIRM THE IMPORTANCE OF THE HUMANITIES BY ENCOURAGING THE EXCHANGE OF IDEAS. 32 31 40 31 4765 3671 2509013 1125541 434537 611078 9193014 4134850 2637 8023 12139201 5879492 1662950 1810373 0 0 3010219 3361156 0 0 527218 1426446 1591760 6099615 6763289 6039586 -883797 81630091 84734350 517563 558601 81112528 84175749 X THE NATIONAL HUMANITIES CENTER IS THE WORLD'S ONLY INDEPENDENT INSTITUTE DEDICATED EXCLUSIVELY TO ADVANCED STUDY IN ALL AREAS OF THE HUMANITIES. THROUGH ITS RESIDENTIAL FELLOWSHIP PROGRAM, THE CENTER PROVIDES SCHOLARS WITH THE RESOURCES NECESSARY TO GENERATE NEW KNOWLEDGE AND TO FURTHER UNDERSTAND ALL FORMS OF CULTURAL EXPRESSION, SOCIAL INTERACTION, AND HUMAN THOUGHT. THROUGH ITS EDUCATION PROGRAMS, THE CENTER STRENGTHENS TEACHING ON THE COLLEGIATE AND PRE-COLLEGIATE LEVELS. THROUGH PUBLIC ENGAGEMENT INTIMATELY LINKED TO ITS SCHOLARLY AND EDUCATIONAL PROGRAMS, THE CENTER PROMOTES UNDERSTANDING OF THE HUMANITIES AND THEIR FOUNDATIONAL ROLE IN A DEMOCRATIC SOCIETY. 0 0 3321498 1327800 448430 SCHOLARLY PROGRAMS - THE CENTER IDENTIFIED TALENTED SCHOLARS TO PROVIDE FINANCIAL SUPPORT AND A STIMULATING ENVIRONMENT FOR THE BEST WORK IN THE HUMANITIES. ADDITIONAL SERVICES PROVIDED TO THE FELLOWS INCLUDE LIBRARY AND DINING SERVICES. 1381168 457273 170671 EDUCATION - THE CENTER DEVELOPS MODEL PROGRAMS THAT REKINDLE TEACHER'S ENTHUSIASM FOR THE HUMANITIES THEY TEACH. THESE PROGRAMS ENCOURAGE THE GROWTH OF EDUCATION PROFESSIONALS IN WAYS THAT DIRECTLY IMPACT THE CLASSROOM. THIS PROJECT-BASED APPROACH SUPPORTS THE DEVELOPMENT OF CLASSROOM-READY INSTRUCTIONAL MATERIALS, RESEARCH OPPORTUNITIES, AND LEARNING EXPERIENCES. 907482 25300 PUBLIC ENGAGEMENT - THROUGH PUBLIC ENGAGEMENT INTIMATELY LINKED TO SCHOLARLY AND EDUCATIONAL PROGRAMS, THE CENTER PROMOTES UNDERSTANDING OF THE HUMANITIES AND THEIR FOUNDATIONAL ROLE IN A DEMOCRATIC SOCIETY. THE CENTER COMMUNICATES WITH FELLOWS, TRUSTEES AND OTHER FRIENDS VIA THE NHC WEBSITE, SOCIAL MEDIA, INFORMATIONAL EMAIL, PODCASTING AND LIVE VIDEO STREAMING. 5610148 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 181 0 1 40 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 32 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X JEFF STEWART 9195490661 7 TW ALEXANDER DR - PO BOX 12256 RESEARCH TRIANGLE PARK NC 27709 DAVID BLACKBOURN TRUSTEE 0.50 X 0 0 0 NANCY CABLE TRUSTEE 0.50 X 0 0 0 DENNIS M CAMPBELL TRUSTEE 0.50 X 0 0 0 WILLO CAREY TRUSTEE 0.50 X 0 0 0 WILLIAM D COHAN TRUSTEE 0.50 X 0 0 0 JOY CONNOLLY TRUSTEE 0.50 X 0 0 0 MARGO DRAKOS TRUSTEE 0.50 X 0 0 0 DAVID FOLKENFLIK TRUSTEE 0.50 X 0 0 0 PAMELA HENDRICKSON TRUSTEE 0.50 X 0 0 0 RISHI JAITLY TRUSTEE 0.50 X 0 0 0 WILLIAM C JORDAN TRUSTEE 0.50 X 0 0 0 KAREN R LAWRENCE TRUSTEE 0.50 X 0 0 0 VINCENT LOVOI TRUSTEE 0.50 X 0 0 0 JANE O NEWMAN TRUSTEE 0.50 X 0 0 0 VINCENT E PRICE TRUSTEE 0.50 X 0 0 0 CAROL QUILLEN TRUSTEE 0.50 X 0 0 0 HARRIET RITVO TRUSTEE 0.50 X 0 0 0 PETER J ROGERS JR TRUSTEE 0.50 X 0 0 0 ANN WIERDA ROWLAND TRUSTEE 0.50 X 0 0 0 JOSHUA RUCH TRUSTEE 0.50 X 0 0 0 JOHN SHERER TRUSTEE 0.50 X 0 0 0 LISA SCHROEDER TRUSTEE 1.50 X 0 0 0 JOAN HINDE STEWART TRUSTEE 0.50 X 0 0 0 HECTOR TOBAR TRUSTEE 0.50 X 0 0 0 A MORRIS WILLIAMS JR TRUSTEE 0.50 X 0 0 0 YOLANDA Y WILSON TRUSTEE 0.50 X 0 0 0 MICHAEL WITMORE TRUSTEE 0.50 X 0 0 0 BEN VINSON III CHAIR 0.50 X X 0 0 0 J PORTER DURHAM JR VICE CHAIR 0.50 X X 0 0 0 RAYMOND J WIACEK TREASURER 0.50 X X 0 0 0 THOMAS J SCHERER SECRETARY 0.50 X X 0 0 0 ROBERT D NEWMAN DIRECTOR AND PRESIDENT 40.00 X X 482157 0 84551 MARGO FRANCIS CHIEF FINANCIAL OFFICER AND OPERATIONS DIRECTOR 40.00 X 121811 0 37153 HEIDI CAMP VICE PRESIDENT OF INSTITUTIONAL ADVANCEMENT 40.00 X 173776 0 46159 ANDY MINK VICE PRESIDENT OF EDUCATION PROGRAMS 40.00 X 130951 0 33083 MATTHEW BOOKER VICE PRESIDENT SCHOLARLY PROGRAMS 40.00 X 140316 0 26494 1049011 0 227440 5 0 1 0 0 12400 1113141 66625 1125541 SUMMER RESIDENCIES 611710 448430 448430 TRAININGS AND PODCASTS 611710 162648 162648 611078 4174754 4765 4169989 3793751 3788651 45004 5100 -45004 -39904 -39904 MISCELLANEOUS 900099 8023 8023 8023 5879492 619101 4765 4130085 1278432 1278432 167500 167500 364441 364441 775192 594397 96232 84563 1826927 1400841 226794 199292 177217 135886 22000 19331 415023 318229 51521 45273 166797 127896 20706 18195 708 708 231936 160674 43060 28202 26825 18823 4395 3607 148317 69466 6673 72178 77224 46222 6388 24614 238720 204314 23664 10742 378196 373369 1772 3055 68658 68658 244647 204520 25726 14401 33494 18740 11053 3701 INCOME TAX 7517 7517 SEMINARS AND PROGRAMS 61365 61365 DINING 42561 42497 64 RECRUITMENT AND SELECTI 17127 17127 14465 5409 9056 6763289 5610148 625923 527218 2045458 1235441 1419376 956491 11340 31546 82514 88178 7139377 5081540 2061867 2057837 14254890 15500489 61754646 64864368 81630091 84734350 322423 349236 195140 209365 517563 558601 X 2619622 2201805 78492906 81973944 81112528 84175749 81630091 84734350 X -883797 3963518 -16500 X X 0 1 X 1 0 X 1604999 1994973 2411832 2509013 1125541 9646358 1604999 1994973 2411832 2509013 1125541 9646358 82776 9563582 4975634 767941 4152493 9192434 4174754 23263256 253704 219924 282777 437174 8023 1201602 34111216 611078 0.28040 0.26440 X THE CENTER CONTINUES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FOLLOWING CIRCUMSTANCES:1. HAVING A BOARD OF TRUSTEES DRAWN FROM A WIDE CROSS-SECTION OFUNIVERSITIES AND BUSINESSES ACROSS THE UNITED STATES.2. THE ANNUAL FELLOWSHIP PROGRAM ALSO DRAWS CANDIDATES FROM EVERY AREA OF THE NATION.3. THE CENTER PROVIDES PRIMARY AND SECONDARY RESOURCES FOR HISTORY AND HUMANITIES TEACHERS.4. THE CENTER SPONSORS CONFERENCES, EXHIBITS, PODCASTS, WEBINARS, AND PUBLIC LECTURES.5. THE CENTER MAINTAINS A WEBSITE WHERE ITS' RESOURCES ARE PUBLISHED AND CAN BE ACCESSED, AS WELL AS LISTING VARIOUS FUNDRAISING NEEDS AND PROVIDING THE ABILITY TO DONATE ONLINE. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER PROGRAM INCOME - 2018 AMOUNT: $ 253,704. 2019 AMOUNT: $ 219,924. 2020 AMOUNT: $ 282,777. 2021 AMOUNT: $ 437,174. 2022 AMOUNT: $ 8,023. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76258451 219783 8144683 1810373 2546627 80265917 91757647 260218 -11699414 1662950 2397050 76258451 73737831 230500 21359316 1459514 2110486 91757647 71922291 500 5222040 1419883 1987117 73737831 74990506 12000 976185 1498216 2227784 330400 71922291 0.00000 0.68270 0.31730 0 0 2204490 2204490 0 3060810 1263175 1797635 1540725 1346773 193952 333352 267102 66250 2057837 TIFF KEYSTONE AND CENTERSTONE FUNDS 64864368 F 64864368 9843010 3963518 3963518 5879492 0 5879492 6779789 16500 16500 6763289 0 6763289 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT THE VARIOUS PROGRAMS OF THE CENTER INCLUDING FELLOWSHIPS, PUBLIC PROGRAMS, EDUCATION, AND GENERAL OPERATIONS. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT 16,500. 1 EUROPE 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 156000 SOUTH AMERICA 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 702 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 65000 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 49500 SOUTH ASIA 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 48489 RUSSIA AND NEIGHBORING STATES 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 250 NORTH AMERICA 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 44500 0 0 0 0 0 0 364441 0 364441 FELLOWSHIP STIPENDS SOUTH ASIA 2 48489 CHECK FELLOWSHIP STIPENDS CENTRAL AMERICA AND THE CARIBBEAN 1 65000 CHECK FELLOWSHIP STIPENDS EUROPE (INCLUDING ICELAND & GREENLAND) 4 156000 CHECK FELLOWSHIP STIPENDS RUSSIA AND NEIGHBORING STATES 1 250 CHECK FELLOWSHIP STIPENDS NORTH AMERICA 2 44500 CHECK FELLOWSHIP STIPENDS SOUTH AMERICA 1 702 CHECK FELLOWSHIP STIPENDS EAST ASIA AND THE PACIFIC 1 49500 CHECK 1 0 0 1 0 0 PART I, LINE 2: FUNDS ARE NOT PAID UNTIL THE FELLOW IS IN THE US COMPLETING THE TERMS OF THE FELLOWSHIP. PART I, LINE 3: ENDOWMENT FUNDS ARE USED TO SUPPORT THE VARIOUS PROGRAMS OF THE CENTER INCLUDING FELLOWSHIPS, PUBLIC PROGRAMS, EDUCATION, AND GENERAL OPERATIONS. PART III ACCOUNTING METHOD: 1 BOWDOIN COLLEGE 255 MAINE ST BURNSWICK ME 04011 010215213 501(C)(3) 65500 0 FELLOWSHIP STIPENDS BRANDEIS UNIVERSITY 415 SOUTH ST WALTHAM MA 02453 042103552 501(C)(3) 48000 0 FELLOWSHIP STIPENDS BUCKNELL UNIVERSITY ONE DENT DR LEWISBURG PA 17838 240772408 501(C)(3) 42000 0 FELLOWSHIP STIPENDS DUKE UNIVERSITY 2200 WEST MAIN STREET DURHAM NC 27705 560532129 501(C)(3) 50000 0 FELLOWSHIP STIPENDS HAMPTON UNIVERSITY 100 E QUEEN ST HAMPTON VA 23669 540505990 501(C)(3) 70500 0 FELLOWSHIP STIPENDS ILLINOIS STATE UNIVERSITY 100 N UNIVERSITY STREET NORMAL IL 617900001 376014070 501(C)(3) 39000 0 FELLOWSHIP STIPENDS MONTANA STATE UNIVERSITY CULBERTSON HALL 100 BOZEMAN MT 59717 816010045 501(C)(3) 25000 0 FELLOWSHIP STIPENDS MONTCLAIR STATE UNIVERSITY 1 NORMAL AVE MONTCLAIR NJ 07043 226017209 501(C)(3) 61500 0 FELLOWSHIP STIPENDS STONY BROOK UNIVERSITY 100 NICOLLS RD STONEY BROOK NY 11794 161514621 501(C)(3) 80000 0 FELLOWSHIP STIPENDS THE OHIO STATE UNIVERSITY 281 W LANE AVE COLUMBUS OH 43201 316025986 501(C)(3) 72500 0 FELLOWSHIP STIPENDS TUFTS UNIVERSITY 419 BOSTON AVE MEDFORD MA 02153 042103634 501(C)(3) 40000 0 FELLOWSHIP STIPENDS UNIVERSITY OF CALIFORNIA IRVINE CAMPUS DRIVE IRVINE CA 92697 952226406 501(C)(3) 65000 0 FELLOWSHIP STIPENDS UNIVERSITY OF COLORADO BOULDER 552 UCB BOULDER CO 80309 846000555 501(C)(3) 49500 0 FELLOWSHIP STIPENDS UNIVERSITY OF MISSOURI 230 JESSEE HALL COLUMBIA MO 65211 436003859 501(C)(3) 35000 0 FELLOWSHIP STIPENDS UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 174 COUNTRY CLUB ROAD CHAPEL HILL NC 27599 566001393 501(C)(3) 175500 0 FELLOWSHIP STIPENDS UNIVERSITY OF OAKLAHOMA 660 PARRINGTON OVAL NORMAN OK 73019 736017987 501(C)(3) 50000 0 FELLOWSHIP STIPENDS UNIVERSITY OF SOUTH CAROLINA 1600 HAMPTON STREET COMUMBIA SC 29208 576001153 501(C)(3) 40000 0 FELLOWSHIP STIPENDS VIRGINIA COMMONWEALTH UNIVERSITY 907 FLOYD AVE RICHMOND VA 23284 546001758 501(C)(3) 40000 0 FELLOWSHIP STIPENDS 18 0 FELLOWSHIP STIPENDS 3 161500 CHILDCARE ASSISTANCE 1 6000 PART I, LINE 2: FELLOWSHIP STIPENDS ARE PROVIDED TO INDIVIDUALS TO PARTICIPATE IN THE CENTER'S RESIDENTIAL FELLOWSHIP PROGRAM TO HELP DEFRAY THEIR COSTS WHILE ON SABBATICAL LEAVE. X 0 0 0 0 0 0 0 0 0 ROBERT D NEWMAN DIRECTOR AND PRESIDENT 482157 0 0 0 0 0 60270 0 24281 0 566708 0 0 0 HEIDI CAMP VICE PRESIDENT OF INSTITUTIONAL ADVA 173776 0 0 0 0 0 21722 0 24437 0 219935 0 0 0 MATTHEW BOOKER VICE PRESIDENT SCHOLARLY PROGRAMS 140316 0 0 0 0 0 14032 0 12462 0 166810 0 0 0 ANDY MINK VICE PRESIDENT OF EDUCATION PROGRAMS 130951 0 0 0 0 0 11120 0 21963 0 164034 0 0 0 MARGO FRANCIS CHIEF FINANCIAL OFFICER AND OPERATIO 121811 0 0 0 0 0 15226 0 21927 0 158964 0 0 0 X 6 66625 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY THE CHIEF FINANCIAL OFFICER. THE CFO THEN DISCUSSES THIS INFORMATION WITH THE AUDIT COMMITTEE AND PRESENTS THE FORM 990 TO THE FULL BOARD OF DIRECTORS. THE BOARD THEN PROVIDES A RECOMMENDATION TO EITHER ACCEPT OR MAKE CHANGES TO THE DRAFT FORM 990. THE FINAL SIGNED FORM 990 IS THEN SENT TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CENTER HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT IS PROVIDED TO OFFICERS, TRUSTEES, AND EMPLOYEES ANNUALLY. OFFICERS, TRUSTEES, AND EMPLOYEES ARE REQUIRED TO VERBALLY DISCLOSE ANY INTEREST THAT COULD GIVE RISE TO CONFLICT. THESE INTERESTS ARE DISCUSSED DURING BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR SENIOR STAFF IS APPROVED BY THE PERSONNEL COMMITTEE. COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DECIDED BY THE BOARD CHAIR AND APPROVED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: BAD DEBT -16,500. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES EVALUATES THE AUDITING FIRM ANNUALLY AND MAKES RECOMMENDATIONS FOR THE SELECTION OF CURRENT YEAR AUDITORS FOR THE BOARD TO APPROVE.