2025-05-15T14:50:06-05:00 2024-06-30 561304727 BLACKMAN & SLOOP ADVISORS INC 1414 RALEIGH ROAD SUITE 300 CHAPEL HILL NC 27517 990 2023-07-01 591735367 NATIONAL HUMANITIES CENTER NATI 9194060121 7 ALEXANDER DRIVE RESEARCH TRIANGLE PARK NC 277090152 JOSEPH SCHWARTZ CHIEF FINANCIAL OFFICER 9194060115 2025-05-15 1 0 DEETRA B WATSON P00534544 9199428700 2023 2025-03-06 01:10:19Z JOSEPH SCHWARTZ 7 ALEXANDER DRIVE RESEARCH TRIANGLE PARK NC 277090152 10592175 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. 31 30 36 30 -15593 0 1125541 1534079 611078 489880 4134850 3819101 8023 51892 5879492 5894952 1810373 1927842 0 0 3361156 3536830 0 125000 431237 1591760 1801296 6763289 7390968 -883797 -1496016 84734350 91105664 558601 640481 84175749 90465183 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 ADVOCATES FOR THEIR FOUNDATIONAL ROLE IN A DEMOCRATIC SOCIETY. 0 0 3460664 1517250 345580 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. 962056 377750 144300 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. 808748 32842 51892 PUBLIC ENGAGEMENT - THROUGH PUBLIC ENGAGEMENT INTIMATELY LINKED TO IS SCHOLARLY AND EDUCATIONAL PROGRAMS, THE CENTER PROMOTES UNDERSTANDING OF THE HUMANITIES AND ADVOCATES FOR THEIR FOUNDATIONAL ROLE IN A DEMOCRATIC SOCIETY. THE CENTER COMMUNICATES WITH ITS FELLOWS, TRUSTEES, AND OTHER FRIENDS VIA THE NHC WEBSITE, SOCIAL MEDIA, INFORMATIONAL EMAIL, PODCASTING, AND LIVE VIDEO STREAMING. 5231468 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 157 0 1 36 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 31 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X JOSEPH SCHWARTZ 9194060115 7 TW ALEXANDER DR - PO BOX 12256 RESEARCH TRIANGLE PARK NC 27709 DAVID BLACKBOURN TRUSTEE 0.50 X 0 0 0 DANIELA BLEICHMAR 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 WILLIAM C JORDAN 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 THOMAS J SCHERER TRUSTEE 0.50 X 0 0 0 LISA SCHROEDER TRUSTEE 0.50 X 0 0 0 JOHN SCHERER TRUSTEE 0.50 X 0 0 0 JOAN HINDE STEWART TRUSTEE 0.50 X 0 0 0 HECTOR TOBAR 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 NANCY CABLE TRUSTEE UNTIL JUNE 2024 0.50 X 0 0 0 A MORRIS WILLIAMS JR TRUSTEE UNTIL JUNE 2024 0.50 X 0 0 0 KAREN R LAWRENCE SECRETARY 0.50 X X 0 0 0 VINCENT LOVOI TREASURER 0.50 X X 0 0 0 J PORTER DURHAM JR CHAIR 0.50 X X 0 0 0 RISHI JAITLY VICE CHAIR 0.50 X X 0 0 0 RAYMOND J WIACEK TREASURER 0.50 X X 0 0 0 ROBERT D NEWMAN DIRECTOR AND PRESIDENT 40.00 X X 515951 0 87348 MARGO FRANCIS CHIEF FINANCIAL OFFICER UNTIL 4.15.24 40.00 X 145062 0 40490 HEIDI CAMP VP OF INSTITUTIONAL ADVANCEMENT 40.00 X 182692 0 46710 BROOKE ANDRADE VP FOR LIBRARY & DIGITAL SERVICES 40.00 X 118721 0 24252 MATTHEW BOOKER VP SCHOLARLY PROGRAMS 40.00 X 160244 0 29401 JOEL ELLIOTT INFORMATION TECHNOLOGY COORDINATOR 40.00 X 108489 0 14557 1231159 0 242758 6 0 1 0 BRUNSWICK GROUP LLC 1114 AVENUE OF THE AMERICAS 24TH FL NEW YORK NY 10036 VISABILITY/FUNDRAISING CONSULTING ENGAGE 125000 1 1534079 42917 1534079 SUMMER RESIDENCIES 611710 345580 345580 TRAININGS AND PODCASTS 611710 144300 144300 489880 3817764 -15593 3833357 4698560 4697223 1337 1337 1337 MISCELLANEOUS 900099 51892 51892 51892 5894952 541772 -15593 3834694 1264342 1264342 138500 138500 525000 525000 423942 242110 151969 29863 2288874 1307159 820484 161231 243900 139289 87430 17181 394257 225157 141328 27772 185857 106141 66624 13092 274513 274513 125000 125000 236737 218393 18344 10883 9016 315 1552 119750 96242 10864 12644 86730 72969 2588 11173 184955 158137 18495 8323 376543 369858 2146 4539 99083 99083 251626 210942 26675 14009 35569 27594 4572 3403 INCOME TAX 879 879 SEMINARS AND PROGRAMS 46958 46958 DINING 43084 43084 RECRUITMENT AND SELECTI 18782 18782 15204 11795 1954 1455 7390968 5231468 1728263 431237 1235441 1064130 956491 771490 31546 7806 88178 50151 7188140 5333166 2057837 1854974 15500489 16046696 64864368 71310417 84734350 91105664 349236 458881 209365 181600 558601 640481 X 2201805 1969445 81973944 88495738 84175749 90465183 84734350 91105664 -1496016 7785450 0 X X 0 1 X 1 0 X 1994973 2411832 2509013 1125541 1534079 9575438 1994973 2411832 2509013 1125541 1534079 9575438 111388 9464050 767941 4152493 9192434 4174754 3817764 22105386 219924 282777 437174 8023 51892 999790 32680614 1100958 0.28960 0.28040 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 SPONSORS CONFERENCES, EXHIBITS, PODCASTS, WEBINARS, AND PUBLIC LECTURES.4. 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 - 2019 AMOUNT: $ 219,924. 2020 AMOUNT: $ 282,777. 2021 AMOUNT: $ 437,174. 2022 AMOUNT: $ 8,023. 2023 AMOUNT: $ 51,892. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 80265917 62958 11604622 1927842 2674485 87331170 76258451 219783 8144683 1810373 2546627 80265917 91757647 260218 -11699414 1662950 2397050 76258451 73737831 230500 21359316 1459514 2110486 91757647 71922291 500 5222040 1419883 1987117 73737831 0.00000 0.62820 0.37180 0 0 2204490 2204490 0 3085911 1411142 1674769 1564388 1397433 166955 333351 320101 13250 1854974 TIFF KEYSTONE AND CENTERSTONE FUNDS 71310417 F 71310417 13680402 7785450 7785450 5894952 0 5894952 7390968 0 7390968 0 7390968 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT THE VARIOUS PROGRAMS OF THE CENTER INCLUDING FELLOWSHIPS, PUBLIC PROGRAMS, EDUCATION, AND GENERAL OPERATIONS. 1 EUROPE 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 170750 SOUTH AMERICA 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 112250 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 49000 SUB-SAHARAN AFRICA 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 80000 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 80000 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 33000 0 0 0 0 0 0 525000 0 525000 FELLOWSHIP STIPENDS SUB-SAHARAN AFRICA 1 80000 CHECK FELLOWSHIP STIPENDS RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 1 80000 CHECK FELLOWSHIP STIPENDS SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 1 112250 CHECK FELLOWSHIP STIPENDS EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 4 170750 CHECK FELLOWSHIP STIPENDS NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 1 33000 CHECK FELLOWSHIP STIPENDS EAST ASIA AND THE PACIFIC 1 49000 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. X X 0 BRUNSWICK GROUP LLC 1114 AVENUE OF THE AMERICAS 24TH FL NEW YORK NY 10036 VISABILITY/FUNDRAISING CONSULTING ENGAGEMENT 0 0 125000 0 125000 1 DUKE UNIVERSITY 2200 WEST MAIN STREET DURHAM NC 27705 560532129 501(C)(3) 146000 0 FELLOWSHIP STIPENDS UNIVERSITY OF MISSOURI 230 JESSEE HALL COLUMBIA MO 65211 436003859 501(C)(3) 80000 0 FELLOWSHIP STIPENDS UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 174 COUNTRY CLUB ROAD CHAPEL HILL NC 27599 566001393 501(C)(3) 33250 0 FELLOWSHIP STIPENDS UNIVERSITY OF UTAH 201 PRESIDENTS CIR SALT LAKE CITY UT 84112 876000525 501(C)(3) 80000 0 FELLOWSHIP STIPENDS COLGATE UNIVERSITY 13 OAK DR E EXT HAMILTON NY 13346 150532078 501(C)(3) 80000 0 FELLOWSHIP STIPENDS UNIVERSITY OF CALIFORNIA LOS ANGELES 405 HILGARD AVENUE LOS ANGELES CA 90095 956006143 501(C)(3) 120000 0 FELLOWSHIP STIPENDS UNIVERSITY OF FLORIDA PO BOX 114000 GAINESVILLE FL 32611 596002052 501(C)(3) 58000 0 FELLOWSHIP STIPENDS TULANE UNIVERSITY 6823 ST CHARLES AVE NEW ORLEANS LA 70118 720423889 501(C)(3) 48000 0 FELLOWSHIP STIPENDS UNIVERSITY OF NOTRE DAME HOLY CROSS DR NOTRE DAME IN 46556 350868188 501(C)(3) 41500 0 FELLOWSHIP STIPENDS THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 1400 SPRING GARDEN ST GREENSBORO NC 27412 566001468 501(C)(3) 39500 0 FELLOWSHIP STIPENDS WESLEYAN UNIVERSITY 45 WYLLYS AVENUE MIDDLETOWN CT 06459 060646959 501(C)(3) 36000 0 FELLOWSHIP STIPENDS SPELMAN COLLEGE 350 SPELMAN LN SW ATLANTA GA 30314 580566243 501(C)(3) 33500 0 FELLOWSHIP STIPENDS WESTERN MICHIGAN UNIVERSITY 1903 W MICHIGAN AVE KALAMAZOO MI 49008 386007327 501(C)(3) 30000 0 FELLOWSHIP STIPENDS UNIVERSITY OF TEXAS AT DALLAS 800 W CAMPBELL RD RICHARDSON TX 75080 751305566 501(C)(3) 41500 0 FELLOWSHIP STIPENDS UNIVERSITY OF CONNECTICUT 352 MANSFIELD RD STORRS CT 06269 060772160 501(C)(3) 50000 0 FELLOWSHIP STIPENDS DAVIDSON COLLEGE 405 N MAIN ST DAVIDSON NC 28035 560529961 501(C)(3) 30000 0 RAI PHASE II INSTITUTIO JOHNSON C SMITH UNIVERSITY 100 BEATTIES FORD RD CHARLOTTE NC 28216 250983069 501(C)(3) 20000 0 RAI INSTITUTIONAL STIPE UNIVERSITY OF CALIFORNIA-SANTA CRUZ 1156 HIGH STREET SANTA CRUZ CA 95064 941539563 501(C)(3) 20000 0 RAI INSTITUTIONAL STIPE UNIVERSITY OF GEORGIA FOUNDATION 1 PRESS PL STE 101 ATHENS GA 30601 586033837 501(C)(3) 20000 0 RAI INSTITUTIONAL STIPE ARIZONA STATE UNIVERITY FOUNDATION 300 E UNIVERSITY DR 2061 TEMPE AZ 85281 866051042 501(C)(3) 24292 0 RAI INSTITUTIONAL STIPE RICE UNIVERSITY 6100 MAIN STREET HOUSTON TX 77005 741109620 501(C)(3) 20000 0 RAI INSTITUTIONAL STIPE CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND OH 44106 341018992 501(C)(3) 20000 0 RAI INSTITUTIONAL STIPE TEXAS A & M UNIVERSITY 400 BIZZELL ST COLLEGE STATION TX 77840 746000531 501(C)(3) 20000 0 RAI INSTITUTIONAL STIPE GEORGE MASON UNIVERSITY 4400 UNIVERSITY DRIVE FAIRFAX VA 22030 541603842 501(C)(3) 20000 0 RAI INSTITUTIONAL STIPE SAN DIEGO STATE UNIVERSITY 5500 CAMPANILE DRIVE SAN DIEGO CA 92182 330373293 501(C)(3) 10000 0 PODCASTING JAN 2024, DI 25 0 FELLOWSHIP STIPENDS 3 70500 CHILDCARE ASSISTANCE 1 3000 RAI STIPEND 60000 NATIONAL HUMANITIES LEADERSHIP COUNCIL 1 5000 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 515951 0 0 0 0 0 64072 0 23276 0 603299 0 0 0 HEIDI CAMP VP OF INSTITUTIONAL ADVANCEMENT 182692 0 0 0 0 0 23207 0 23503 0 229402 0 0 0 MATTHEW BOOKER VP SCHOLARLY PROGRAMS 160244 0 0 0 0 0 16400 0 13001 0 189645 0 0 0 MARGO FRANCIS CHIEF FINANCIAL OFFICER UNTIL 4.15.2 145062 0 0 0 0 0 18125 0 22365 0 185552 0 0 0 X 3 42917 0 0 1 PART I, LINE 32B: PNC INVESTMENTS HOLD DONATED STOCK FOR THE CENTER. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT FORM 990 IS INITIALLY REVIEWED BY THE CHIEF FINANCIAL OFFICER, WHO IS A CPA. THE CFO WILL REVIEW THIS INFORMATION WITH THE AUDIT COMMITTEE AFTER WHICH THE DRAFT FORM 990 IS PRESENTED TO THE FULL BOARD OF DIRECTORS. THE BOARD WILL MAKE FINAL APPROVAL ON THE 990 AFTER WHICH IT IS SIGNED AND FILED. 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 SIGN THIS CONFLICT OF INTEREST POLICY AND DISCLOSE ANY INTEREST THAT COULD GIVE RISE TO CONFLICT. THESE INTERESTS, IF APPLICABLE, 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 XII, LINE 2C THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE EXTERNAL AUDIT PROCESS.