NATIONAL HUMANITIES CENTER: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL HUMANITIES CENTER (EIN 59-1735367)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-03-28
- IRS object ID
- 202300879349301550
- Schema version
- 2021v4.2
- 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 | 2023-03-28T14:01:39-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561304727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKMAN & SLOOP CPAS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 RALEIGH RD SUITE 300 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591735367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL HUMANITIES CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 9194060115 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 TW ALEXANDER DRIVE | AddressLine1Txt |
| City | RESEARCH TRIANGLE PARK | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 277092256 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGO FRANCIS | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 9195490661 | PhoneNum |
| Signature | 2023-03-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARGO | PersonFirstNm |
| Person Last | FRANCIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEETRA B WATSON | PreparerPersonNm |
| PTIN | P00534544 | PTIN |
| Phone | 9199428700 | PhoneNum |
| Preparation | 2023-03-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARGO FRANCIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 TW ALEXANDER DRIVE | AddressLine1Txt |
| City | RESEARCH TRIANGLE PARK | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 277092256 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,159,055 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | NATIONALHUMANITIESCENTER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | THE NATIONAL HUMANITIES CENTER SEEKS TO ENSURE THE CONTINUING STRENGTH OF THE LIBERAL ARTS AND TO AFFIRM THE IMPORTANCE OF THE HUMANITIES BY ENCOURAGING THE EXCHANGE OF IDEAS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 38 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $61,652 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $33,030 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,411,832 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,509,013 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $281,493 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $434,537 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,739,991 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,193,014 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,284 | PYOtherRevenueAmt |
| CY Other Revenue | $2,637 | CYOtherRevenueAmt |
| PY Total Revenue | $7,434,600 | PYTotalRevenueAmt |
| CY Total Revenue | $12,139,201 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,459,514 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,662,950 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,916,647 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,010,219 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $422,937 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,039,709 | PYOtherExpensesAmt |
| CY Other Expenses | $1,426,446 | CYOtherExpensesAmt |
| PY Total Expenses | $5,415,870 | PYTotalExpensesAmt |
| CY Total Expenses | $6,099,615 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,018,730 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,039,586 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $96,326,647 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,630,091 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $349,856 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $517,563 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $95,976,791 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $81,112,528 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,300,425 | ExpenseAmt |
| Grant | $1,456,850 | GrantAmt |
| Revenue | $213,500 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,032,892 | ExpenseAmt |
| Grant | $206,100 | GrantAmt |
| Revenue | $221,037 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $796,418 | ExpenseAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,129,735 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 69 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 38 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGO FRANCIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9195490661 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 TW ALEXANDER DR | AddressLine1Txt |
| City | RESEARCH TRIANGLE PARK | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27709 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DAVID BLACKBOURN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BROMWICH | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| NANCY CABLE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS M CAMPBELL | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| WILLO CAREY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM D COHAN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOY CONNOLLY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| J PORTER DURHAM JR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ANNETTE GORDON-REED | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA HENDRICKSON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RISHI JAITLY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM C JORDAN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KAREN R LAWRENCE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| VINCENT LOVOI | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JANE O NEWMAN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| VINCENT E PRICE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CAROL QUILLEN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| HARRIET RITVO | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PETER J ROGERS JR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ANN WIERDA ROWLAND | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOAN HINDE STEWART | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE D VONCANNON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| A MORRIS WILLIAMS JR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL WITMORE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN WOLF | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| HECTOR TOBAR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS J SCHERER | |||||||
| SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RAYMOND J WIACEK | |||||||
| TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOSHUA RUCH | |||||||
| VICE CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BEN VINSON III | |||||||
| CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROBERT D NEWMAN | |||||||
| DIRECTOR AND PRESIDENT | 40.00 | Yes (X) | $457,295 | $0 | $78,808 | Yes (X) | |
| STEPHANIE TUCKER | |||||||
| CHIEF FINANCIAL OFFICER AND VICE PRESIDENT OF OPER | 40.00 | Yes (X) | $167,121 | $0 | $17,802 | Yes (X) | |
| MARGO FRANCIS | |||||||
| CHIEF FINANCIAL OFFICER AND OPERATIONS DIRECTOR (F | 40.00 | Yes (X) | $96,418 | $0 | $31,572 | Yes (X) | |
| HEIDI CAMP | |||||||
| VICE PRESIDENT OF INSTITUTIONAL ADVANCEMENT | 40.00 | $164,622 | $0 | $42,234 | Yes (X) | ||
| ANDY MINK | |||||||
| VICE PRESIDENT OF EDUCATION PROGRAMS | 40.00 | $120,508 | $0 | $32,929 | Yes (X) | ||
| MATTHEW BOOKER | |||||||
| VICE PRESIDENT SCHOLARLY PROGRAMS | 40.00 | $132,925 | $0 | $24,360 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,138,889 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $227,705 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $38,092 | GovernmentGrantsAmt |
| All Other Contributions | $2,470,921 | AllOtherContributionsAmt |
| Noncash Contributions | $19,854 | NoncashContributionsAmt |
| Total Contributions | $2,509,013 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SUMMER RESIDENCIES | 611710 | $395,087 | $395,087 |
| TRAININGS AND PODCASTS | 611710 | $39,450 | $39,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $434,537 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,192,434 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $61,652 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,130,782 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,854 | SecuritiesAmt |
| Other | $580 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,854 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $580 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $580 | TotalRevenueColumnAmt |
| Exclusion | $580 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,637 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,637 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,637 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,139,201 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $437,174 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $61,652 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,131,362 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,336,950 | TotalAmt |
| Program Services | $1,336,950 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,750 | TotalAmt |
| Program Services | $155,750 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,250 | TotalAmt |
| Program Services | $170,250 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $796,910 | TotalAmt |
| Program Services | $393,254 | ProgramServicesAmt |
| Management And General | $219,451 | ManagementAndGeneralAmt |
| Fundraising | $184,205 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,601,661 | TotalAmt |
| Program Services | $1,398,988 | ProgramServicesAmt |
| Management And General | $122,860 | ManagementAndGeneralAmt |
| Fundraising | $79,813 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,662 | TotalAmt |
| Program Services | $139,009 | ProgramServicesAmt |
| Management And General | $10,111 | ManagementAndGeneralAmt |
| Fundraising | $5,542 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,427 | TotalAmt |
| Program Services | $246,474 | ProgramServicesAmt |
| Management And General | $30,056 | ManagementAndGeneralAmt |
| Fundraising | $25,897 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,559 | TotalAmt |
| Program Services | $117,867 | ProgramServicesAmt |
| Management And General | $20,701 | ManagementAndGeneralAmt |
| Fundraising | $15,991 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,185 | TotalAmt |
| Program Services | $269,143 | ProgramServicesAmt |
| Management And General | $38,061 | ManagementAndGeneralAmt |
| Fundraising | $20,981 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,933 | TotalAmt |
| Program Services | $5,823 | ProgramServicesAmt |
| Management And General | $1,063 | ManagementAndGeneralAmt |
| Fundraising | $5,047 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,781 | TotalAmt |
| Program Services | $59,864 | ProgramServicesAmt |
| Management And General | $8,210 | ManagementAndGeneralAmt |
| Fundraising | $37,707 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,070 | TotalAmt |
| Program Services | $35,783 | ProgramServicesAmt |
| Management And General | $5,769 | ManagementAndGeneralAmt |
| Fundraising | $21,518 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,839 | TotalAmt |
| Program Services | $185,829 | ProgramServicesAmt |
| Management And General | $8,838 | ManagementAndGeneralAmt |
| Fundraising | $9,172 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,892 | TotalAmt |
| Program Services | $263,519 | ProgramServicesAmt |
| Management And General | $1,423 | ManagementAndGeneralAmt |
| Fundraising | $1,950 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,188 | TotalAmt |
| Program Services | $768 | ProgramServicesAmt |
| Management And General | $44,773 | ManagementAndGeneralAmt |
| Fundraising | $647 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,922 | TotalAmt |
| Program Services | $209,790 | ProgramServicesAmt |
| Management And General | $16,643 | ManagementAndGeneralAmt |
| Fundraising | $7,489 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,675 | TotalAmt |
| Program Services | $14,613 | ProgramServicesAmt |
| Management And General | $9,960 | ManagementAndGeneralAmt |
| Fundraising | $3,102 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| SEMINARS AND PROGRAMS | $73,623 | $71,757 | $1,866 | |
| DINING | $31,148 | $31,148 | ||
| EQUIPMENT RENTAL AND MA | $16,241 | $7,217 | $9,024 | |
| RECRUITMENT AND SELECTI | $12,999 | $12,999 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,950 | TotalAmt |
| Program Services | $2,940 | ProgramServicesAmt |
| Fundraising | $2,010 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,099,615 | TotalAmt |
| Program Services | $5,129,735 | ProgramServicesAmt |
| Management And General | $546,943 | ManagementAndGeneralAmt |
| Fundraising | $422,937 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,146,517 | BOYAmt |
| EOY | $2,045,458 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,360,494 | BOYAmt |
| EOY | $1,419,376 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,807 | BOYAmt |
| EOY | $11,340 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,116 | BOYAmt |
| EOY | $82,514 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,932,013 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,870,146 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,807,391 | BOYAmt |
| EOY | $2,061,867 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,263,869 | BOYAmt |
| EOY | $14,254,890 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,693,453 | BOYAmt |
| EOY | $61,754,646 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,326,647 | BOYAmt |
| EOY | $81,630,091 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,946 | BOYAmt |
| EOY | $322,423 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,910 | BOYAmt |
| EOY | $195,140 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,856 | BOYAmt |
| EOY | $517,563 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,815,587 | BOYAmt |
| EOY | $2,619,622 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,161,204 | BOYAmt |
| EOY | $78,492,906 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,976,791 | BOYAmt |
| EOY | $81,112,528 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,326,647 | BOYAmt |
| EOY | $81,630,091 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,039,586 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$20,891,849 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$12,000 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,583,725 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,604,999 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,994,973 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,411,832 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,509,013 | CurrentTaxYearAmt |
| Total | $11,104,542 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,583,725 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,604,999 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,994,973 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,411,832 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,509,013 | CurrentTaxYearAmt |
| Total | $11,104,542 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $84,017 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,020,525 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,120,488 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,975,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $767,941 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,152,493 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,192,434 | CurrentTaxYearAmt |
| Total | $29,208,990 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $167,049 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $253,704 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $219,924 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $282,777 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $437,174 | CurrentTaxYearAmt |
| Total | $1,360,628 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $41,674,160 | TotalSupportAmt |
| Public Support CY170 | 0.26440 | PublicSupportCY170Pct |
| Public Support PY170 | 0.30030 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | 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 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. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER PROGRAM INCOME - 2017 AMOUNT: $ 167,049. 2018 AMOUNT: $ 253,704. 2019 AMOUNT: $ 219,924. 2020 AMOUNT: $ 282,777. 2021 AMOUNT: $ 437,174. | ExplanationTxt |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,757,647 | BeginningYearBalanceAmt |
| Contributions | $260,218 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,699,414 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,662,950 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,397,050 | OtherExpendituresAmt |
| End Year Balance | $76,258,451 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,737,831 | BeginningYearBalanceAmt |
| Contributions | $230,500 | ContributionsAmt |
| Investment Earnings Or Losses | $21,359,316 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,459,514 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,110,486 | OtherExpendituresAmt |
| End Year Balance | $91,757,647 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,922,291 | BeginningYearBalanceAmt |
| Contributions | $500 | ContributionsAmt |
| Investment Earnings Or Losses | $5,222,040 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,419,883 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,987,117 | OtherExpendituresAmt |
| End Year Balance | $73,737,831 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,990,506 | BeginningYearBalanceAmt |
| Contributions | $12,000 | ContributionsAmt |
| Investment Earnings Or Losses | $976,185 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,498,216 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,227,784 | OtherExpendituresAmt |
| Administrative Expenses | $330,400 | AdministrativeExpensesAmt |
| End Year Balance | $71,922,291 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,704,929 | BeginningYearBalanceAmt |
| Contributions | $20,000 | ContributionsAmt |
| Investment Earnings Or Losses | $5,183,577 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,342,600 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,575,400 | OtherExpendituresAmt |
| End Year Balance | $74,990,506 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.71570 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28430 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,204,490 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,204,490 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,857,933 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,121,079 | DepreciationAmt |
| Book Value | $1,736,854 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,463,739 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,301,476 | DepreciationAmt |
| Book Value | $162,263 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $405,851 | OtherCostOrOtherBasisAmt |
| Depreciation | $243,101 | DepreciationAmt |
| Book Value | $162,750 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,061,867 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIFF KEYSTONE AND CENTERSTONE FUNDS | Desc |
| Book Value | $61,754,646 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $61,754,646 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | -$8,752,648 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$20,891,849 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$20,891,849 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,139,201 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,139,201 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,111,615 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $12,000 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $12,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,099,615 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,099,615 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 12,000. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE | 0 | 0 | GRANTMAKING | FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. | $99,500 |
| SOUTH AMERICA | 0 | 0 | GRANTMAKING | FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. | $25,000 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTMAKING | FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $159,500 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $159,500 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | FELLOWSHIP STIPENDS | TypeOfAssistanceTxt |
| Region | SOUTH ASIA | RegionTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $5,000 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| DUKE UNIVERSITY | ||||||||
| 2200 WEST MAIN STREET | DURHAM | NC | 27705 | 560532129 | 501(C)(3) | $111,600 | $0 | FELLOWSHIP STIPENDS |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||
| 174 COUNTRY CLUB ROAD | CHAPEL HILL | NC | 27599 | 566001393 | 501(C)(3) | $147,500 | $0 | FELLOWSHIP STIPENDS |
| PRAIRIE VIEW A & M UNIVERSITY | ||||||||
| 100 UNIVERSITY DRIVE | PRAIRIE VIEW | TX | 77446 | 760336834 | 501(C)(3) | $80,000 | $0 | FELLOWSHIP STIPENDS |
| NORTH CAROLINA CENTRAL UNIVERSITY | ||||||||
| 1800 FAYETTEVILLE STREET | DURHAM | NC | 27707 | 566000730 | 501(C)(3) | $80,000 | $0 | FELLOWSHIP STIPENDS |
| XAVIER UNIVERSITY OF LOUISIANA | ||||||||
| 1 DREXEL DRIVE | NEW ORLEANS | LA | 70125 | 720635884 | 501(C)(3) | $80,000 | $0 | FELLOWSHIP STIPENDS |
| SPELMAN COLLEGE | ||||||||
| 350 SPELMAN LN SW | ATLANTA | GA | 30314 | 580566243 | 501(C)(3) | $55,000 | $0 | FELLOWSHIP STIPENDS |
| TEXAS TECH UNIVERSITY | ||||||||
| 2500 BROADWAY | LUBBOCK | TX | 79409 | 752668014 | 501(C)(3) | $34,000 | $0 | FELLOWSHIP STIPENDS |
| GRINNELL COLLEGE | ||||||||
| 1115 8TH AVENUE | GRINNELL | IA | 50112 | 420680387 | 501(C)(3) | $31,250 | $0 | FELLOWSHIP STIPENDS |
| UNIVERSITY OF CALIFORNIA DAVIS | ||||||||
| 1 SHIELDS AVENUE | DAVIS | CA | 95616 | 946036494 | 501(C)(3) | $60,500 | $0 | FELLOWSHIP STIPENDS |
| UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE | ||||||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | 560791228 | 501(C)(3) | $35,000 | $0 | FELLOWSHIP STIPENDS |
| UNIVERSITY OF NORTH CAROLINA AT GREENSBORO | ||||||||
| 1400 SPRING GARDENT STREET | GREENSBORO | NC | 27412 | 566001468 | 501(C)(3) | $35,000 | $0 | FELLOWSHIP STIPENDS |
| SOUTHEAST MISSOURI STATE UNIVERSITY | ||||||||
| 1 UNIVERSITY PLAZA | CAPE GIRARDEAU | MO | 63701 | 431291797 | 501(C)(3) | $40,000 | $0 | FELLOWSHIP STIPENDS |
| UNIVERSITY OF MIAMI | ||||||||
| 1320 S DIXIE HWY | CORAL GABLES | FL | 33146 | 590624458 | 501(C)(3) | $45,000 | $0 | FELLOWSHIP STIPENDS |
| TEXAS A & M UNIVERSITY | ||||||||
| 400 BIZZELL STREET | COLLEGE STATION | TX | 77843 | 746000531 | 501(C)(3) | $45,500 | $0 | FELLOWSHIP STIPENDS |
| COLLEGE OF HOLY CROSS | ||||||||
| 1 COLLEGE STREET | WORCESTER | MA | 016102395 | 042103558 | 501(C)(3) | $48,750 | $0 | FELLOWSHIP STIPENDS |
| UNIVERSITY OF COLORADO BOULDER | ||||||||
| 552 UCB | BOULDER | CO | 80309 | 846000555 | 501(C)(3) | $65,000 | $0 | FELLOWSHIP STIPENDS |
| SWARTHMORE COLLEGE | ||||||||
| 500 COLLEGE AVENUE | SWARTHMORE | PA | 19081 | 231352683 | 501(C)(3) | $46,500 | $0 | FELLOWSHIP STIPENDS |
| ILLINOIS STATE UNIVERSITY | ||||||||
| 100 N UNIVERSITY STREET | NORMAL | IL | 617900001 | 376014070 | 501(C)(3) | $37,000 | $0 | FELLOWSHIP STIPENDS |
| SOUTHERN METHODIST | ||||||||
| 6425 BOAZ LANE | DALLAS | TX | 752051977 | 750800689 | 501(C)(3) | $28,750 | $0 | FELLOWSHIP STIPENDS |
| DELAWARE STATE | ||||||||
| 1200 N DUPONT HWY | DOVER | DE | 19901 | 510305893 | 501(C)(3) | $25,000 | $0 | FELLOWSHIP STIPENDS |
| GEORGE MASON UNIVERSITY | ||||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | 541603842 | 501(C)(3) | $35,000 | $0 | FELLOWSHIP STIPENDS |
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| 100 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | 746000203 | 501(C)(3) | $113,000 | $0 | FELLOWSHIP STIPENDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 22 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FELLOWSHIP STIPENDS | GrantTypeTxt |
| Recipient | 4 | RecipientCnt |
| Cash Grant | $155,750 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FELLOWSHIP STIPENDS ARE PROVIDED TO INDIVIDUALS TO PARTICIPATE IN THE CENTER'S RESIDENTIAL FELLOWSHIP PROGRAM TO HELP DEFRAY THEIR COSTS WHILE ON SABBATICAL LEAVE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT D NEWMAN | ||||||||||||||
| DIRECTOR AND PRESIDENT | $457,295 | $0 | $0 | $0 | $0 | $0 | $57,162 | $0 | $21,646 | $0 | $536,103 | $0 | $0 | $0 |
| HEIDI CAMP | ||||||||||||||
| VICE PRESIDENT OF INSTITUTIONAL ADVA | $164,622 | $0 | $0 | $0 | $0 | $0 | $20,578 | $0 | $21,656 | $0 | $206,856 | $0 | $0 | $0 |
| STEPHANIE TUCKER | ||||||||||||||
| CHIEF FINANCIAL OFFICER AND VICE PRE | $167,121 | $0 | $0 | $0 | $0 | $0 | $16,190 | $0 | $1,612 | $0 | $184,923 | $0 | $0 | $0 |
| MATTHEW BOOKER | ||||||||||||||
| VICE PRESIDENT SCHOLARLY PROGRAMS | $132,925 | $0 | $0 | $0 | $0 | $0 | $13,292 | $0 | $11,068 | $0 | $157,285 | $0 | $0 | $0 |
| ANDY MINK | ||||||||||||||
| VICE PRESIDENT OF EDUCATION PROGRAMS | $120,508 | $0 | $0 | $0 | $0 | $0 | $12,051 | $0 | $20,878 | $0 | $153,437 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 PERSONNEL 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 -12,000. |
| FORM 990, PART XII, LINE 2C | THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES EVALUATES THE AUDITING FIRM ANNUALLY AND MAKES RECOMMENDATIONS FOR THE CURRENT YEAR AUDITORS FOR THE BOARD TO APPROVE. |
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