HISTORIC STAGVILLE FOUNDATION: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HISTORIC STAGVILLE FOUNDATION (EIN 59-1753602)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-25
- IRS object ID
- 202423309349200422
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-25T08:49:43-08:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200462211 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD F GEARY CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 CARDINAL RIDGE RD | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591753602 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Historic Stagville Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIST | BusinessNameControlTxt |
| Phone | 9199870027 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBox 2431 | AddressLine1Txt |
| City | Durham | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27715 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael R Williams | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9199870027 | PhoneNum |
| Signature | 2024-11-21 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ronald F Geary | PreparerPersonNm |
| PTIN | P01205094 | PTIN |
| Phone | 9195936681 | PhoneNum |
| Preparation | 2024-11-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $33,954 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $18,224 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $6,225 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $9,505 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $6,670 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $2,835 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $27,284 | TotalRevenueAmt |
| Benefits Paid To Or For Members | $0 | BenefitsPaidToOrForMembersAmt |
| Salaries Other Comp Empl Bnft | $0 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $438 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $25,843 | OtherExpensesTotalAmt |
| Total Expenses | $26,281 | TotalExpensesAmt |
| Excess Or Deficit For Year | $1,003 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $371,485 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $14,105 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $386,593 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,756 | BOYAmt |
| EOY | $376,420 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,729 | BOYAmt |
| EOY | $10,173 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,485 | BOYAmt |
| EOY | $386,593 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,485 | BOYAmt |
| EOY | $386,593 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | The Foundation provides critical monetary and volunteer support to a North Carolina state historic site that includes the remnants of the one of the largest plantations in North Carolina. Stagville is dedicated to teaching about the lives and work of enslaved people on the plantation. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | Provide fiscal and voluteer support for education programs and actvities conducted. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (14 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Michael Williams | ||||
| President | 4.00 | $0 | $0 | $0 |
| Ronald Geary | ||||
| Co-Treasurer | 4.00 | $0 | $0 | $0 |
| Caroline Pence | ||||
| Co-Treasurer | 4.00 | $0 | $0 | $0 |
| Ann Rebeck | ||||
| Secretary | 4.00 | $0 | $0 | $0 |
| Beverly McNeill | ||||
| Board Member | 1.00 | $0 | $0 | $0 |
| Stacy Palmer | ||||
| Board Member | 1.00 | $0 | $0 | $0 |
| Tremayne Mason | ||||
| Board Member | 1.00 | $0 | $0 | $0 |
| Valencia Abbott | ||||
| Board Member | 1.00 | $0 | $0 | $0 |
| Jackie Gant | ||||
| Board Member | 1.00 | $0 | $0 | $0 |
| Tom Miller | ||||
| Board Member | 1.00 | $0 | $0 | $0 |
| Tiyika Mason | ||||
| Board Member | 1.00 | $0 | $0 | $0 |
| Morgan Carnley | ||||
| Board Member | 1.00 | $0 | $0 | $0 |
| Stephanie Robertson | ||||
| Board Member | 1.00 | $0 | $0 | $0 |
| Jamie Lathan | ||||
| Board Member | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Melisa Bryant | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 Lions Paw Street | AddressLine1Txt |
| City | Supply | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9106128351 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Other Employee Paid Over100k | 0 | OtherEmployeePaidOver100kCnt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,647 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,470 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,224 | CurrentTaxYearAmt |
| Total | $90,472 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,647 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,470 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,224 | CurrentTaxYearAmt |
| Total | $90,472 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $90,472 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,125 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,329 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,263 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,414 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,225 | CurrentTaxYearAmt |
| Total | $85,356 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $175,828 | TotalSupportAmt |
| Public Support CY170 | 0.51450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54670 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other | Other Assets include Inventory held for sale and amounts due from 3rd party collectors |
| Form 990EZ, Part I, Line 16 | Bank fees 623. |
| Form 990EZ, Part I, Line 16 | Gifts and Grants 436. |
| Form 990EZ, Part I, Line 16 | Miscellaneous 216. |
| Form 990EZ, Part I, Line 16 | Operations 3155. |
| Form 990EZ, Part I, Line 16 | Bookeeping fees 3823. |
| Form 990EZ, Part I, Line 16 | Site Support Stagville 8342. |
| Form 990EZ, Part I, Line 16 | Programs and Events 7094. |
| Form 990EZ, Part I, Line 16 | Site Manager Discretionary Fund 1435. |
| Form 990EZ, Part I, Line 16 | Software 719. |
| Form 990EZ, Part II, Line 24 | Inventory 9774. |
| Form 990EZ, Part II, Line 24 | Accounts Recievable 399. |