2020-10-28T12:08:54-05:00 2020-06-30 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990 2019-07-01 591735367 NATIONAL HUMANITIES CENTER NATI 9195490661 7 TW ALEXANDER DR RESEARCH TRIANGLE PARK NC 277092256 STEPHANIE L TUCKER CHIEF FINANCIAL OFFICER AND VP 9195490661 2020-10-28 1 DEETRA B WATSON P00534544 9199428700 64.88.174.3 2020-10-28 08:22:18 ED P 4B0D06366F03C36AD81A1AEE592B2CD1B488588B 71772A6963CAA29B7C776E0CA8F3B14692BB8530 2019 2021-01-29 14:40:06Z STEPHANIE L TUCKER 7 TW ALEXANDER DR RESEARCH TRIANGLE PARK NC 277092256 3034796 0 X NATIONALHUMANITIESCENTER.ORG X 1976 NC 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. 35 34 32 34 0 0 1604999 1995131 228500 209419 -10443220 767061 25204 10347 -8584517 2981958 1498216 1419883 0 0 2585355 2691649 0 0 340031 1736247 1301270 5819818 5412802 -14404335 -2430844 75796631 78095893 479510 757517 75317121 77338376 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 3018840 1349458 219044 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. 949425 70425 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. 786503 PUBLIC ENGAGEMENT - THROUGH PUBLIC ENGAGEMENT INTIMATELY LINKED TO 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 THROUGH AN ANNUAL REPORT, A NEWSLETTER (NEWS OF THE NATIONAL HUMANITIES CENTER), AND OCCASIONAL PAPERS. THE COMMUNICATIONS DEPARTMENT'S EXPENSES ARE THOSE THAT ARE INCURRED IN CREATING AND DISTRIBUTING THE STATED PUBLICATIONS. 4754768 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 1 1 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 X 81 0 1 32 1 0 0 0 0 0 0 0 0 0 0 0 0 X 35 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X STEPHANIE L TUCKER 9195490661 7 TW ALEXANDER DR RESEARCH TRIANGLE PARK NC 27709 ELIZABETH BIRKELUND TRUSTEE 0.50 X 0 0 0 DAVID BLACKBOURN TRUSTEE 0.50 X 0 0 0 DAVID BROMWICH TRUSTEE 0.50 X 0 0 0 RIC BURNS 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 FROM 3/20 0.50 X 0 0 0 J PORTER DURHAM JR TRUSTEE 0.50 X 0 0 0 ANNETTE GORDON-REED 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 KAREN R LAWRENCE TRUSTEE 0.50 X 0 0 0 RICHARD LEVY TRUSTEE 0.50 X 0 0 0 JANE O NEWMAN TRUSTEE 0.50 X 0 0 0 JOHN C OHARA JR 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 CARA W ROBERTSON TRUSTEE 0.50 X 0 0 0 WILLIAM L ROPER TRUSTEE FROM 6/20 0.50 X 0 0 0 ANN WIERDA ROWLAND TRUSTEE FROM 3/20 0.50 X 0 0 0 LISA SCHROEDER TRUSTEE FROM 10/19 0.50 X 0 0 0 JOAN HINDE STEWART TRUSTEE 0.50 X 0 0 0 MARK E THIERFELDER TRUSTEE 0.50 X 0 0 0 BRUCE D VONCANNON TRUSTEE 0.50 X 0 0 0 JONATHAN G WEISS TRUSTEE 0.50 X 0 0 0 A MORRIS WILLIAMS JR TRUSTEE 0.50 X 0 0 0 MICHAEL WITMORE TRUSTEE FROM 3/20 0.50 X 0 0 0 SUSAN WOLF TRUSTEE 0.50 X 0 0 0 JENNIFER DANIELS TRUSTEE UNITL 10/19 0.50 X 0 0 0 LESLIE FAHRENKOPF FOLEY TRUSTEE UNITL 10/19 0.50 X 0 0 0 KEVIN GUTHRIE TRUSTEE UNITL 10/19 0.50 X 0 0 0 PETER A BENOLIEL EMERITUS TRUSTEE 0.50 X 0 0 0 CEES J DE BRUIN EMERITUS TRUSTEE 0.50 X 0 0 0 MICHAEL ANN HOLLY EMERITUS TRUSTEE 0.50 X 0 0 0 THOMAS L JONES EMERITUS TRUSTEE 0.50 X 0 0 0 PHILIP S KHOURY EMERITUS TRUSTEE 0.50 X 0 0 0 PATRICIA R MORTON EMERITUS TRUSTEE 0.50 X 0 0 0 PAULINE R YU EMERITUS TRUSTEE 0.50 X 0 0 0 THOMAS J SCHERER SECRETARY 0.50 X X 0 0 0 RAYMOND J WIACEK TREASURER 0.50 X X 0 0 0 JOSHUA RUCH VICE CHAIR 0.50 X X 0 0 0 BEN VINSON III CHAIR 0.50 X X 0 0 0 ROBERT D NEWMAN DIRECTOR AND PRESIDENT 40.00 X X 422260 0 70206 STEPHANIE TUCKER CHIEF FINANCIAL OFFICER AND VICE PRESIDENT OF OPER 40.00 X 153439 0 16744 HEIDI CAMP VICE PRESIDENT OF INSTITUTIONAL ADVANCEMENT 40.00 X 152785 0 35514 ANDY MINK VICE PRESIDENT OF EDUCATION PROGRAMS 40.00 X 111111 0 26380 TANIA MUNZ VICE PRESIDENT SCHOLARLY PROGRAMS UNTIL 2/20 40.00 X 129326 0 27548 968921 0 176392 5 0 1 0 POSTLIGHT 101 5TH AVE NEW YORK NY 10003 WEBSITE DEVELOPMENT 265000 1 294781 1700350 44526 1995131 SUMMER RESIDENCIES 611710 209419 209419 209419 767941 767941 44470 7488 44526 8312 -56 -824 -880 -880 MISCELLANEOUS 900099 10347 10347 10347 2981958 218886 0 767941 1102883 1102883 177500 177500 139500 139500 781929 486932 77734 217263 1470950 1382686 74155 14109 287734 235984 21452 30298 151036 125175 10305 15556 10617 10158 78 381 95176 77862 5503 11811 86432 75055 2923 8454 214451 183358 21443 9650 272200 268176 399 3625 43695 1645 41912 138 989 989 192428 170556 15084 6788 26211 19396 4456 2359 OUTSIDE FEES AND SERVIC 283894 227858 37236 18800 SEMINARS AND PERMISSION 22831 22831 EQUIPMENT RENTAL AND MA 20513 16058 4100 355 DINING 18288 18288 13545 12867 234 444 5412802 4754768 318003 340031 1446587 415505 504713 1147957 319 2843 10920 28214 6319557 4431258 1943057 1888299 71891035 14633411 59979664 75796631 78095893 203384 191522 111875 149635 164251 416360 479510 757517 X 1527369 1469201 73789752 75869175 75317121 77338376 75796631 78095893 X -2430844 4454099 -2000 X X 0 1 X 1 0 X 2401616 2066947 2583725 1604999 1994973 10652260 2401616 2066947 2583725 1604999 1994973 10652260 1042484 9609776 3391361 3115281 10120488 4975634 767941 22370705 62381 32611 167049 253704 219924 735669 33758634 0.28470 0.25450 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 LITERATURE TEACHER.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. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER PROGRAM INCOME - 2015 AMOUNT: $ 62,381. 2016 AMOUNT: $ 32,611. 2017 AMOUNT: $ 167,049. 2018 AMOUNT: $ 253,704. 2019 AMOUNT: $ 219,924. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 71922291 500 5222040 1419883 1987117 73737831 74990506 12000 976185 1498216 2227784 330400 71922291 73704929 20000 5183577 1342600 2575400 74990506 68882697 973938 7834294 1449717 2536283 73704929 74199281 828399 -2242983 1716300 2185700 68882697 0.26650 0.73350 0 0 2204490 2204490 0 2404126 875772 1528354 1305090 1242895 62195 405851 108101 297750 1888299 TIFF KEYSTONE AND CENTERSTONE FUNDS 59979664 F 59979664 7435823 4454099 -234 4453865 2981958 0 2981958 5414568 2000 2000 5412568 234 234 5412802 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 XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT AND BANK FEES INCLUDED WITH NET INVESTMENT RETURN -234. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 2,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT AND BANK FEES INCLUDED WITH NET INVESTMENT RETURN 234. 1 EUROPE 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 79500 SUB SAHARAN AFRICA 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 60000 0 0 0 0 0 0 139500 0 139500 EUROPE FUNDS PROVIDED TO ORGANIZATION FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 27000 1 0 FELLOWSHIP STIPENDS EUROPE 2 52500 CHECK FELLOWSHIP STIPENDS SUB SAHARAN AFRICA 1 60000 CHECK 0 0 0 0 0 0 PART I, LINE 2: FUNDS ARE USED IN THE UNITED STATES FOR FELLOWSHIP SUPPORT. 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 ARIZONA STATE UNIVERSITY 660 S MILL AVE STE 312 TEMPE AZ 85281 860196696 501(C)(3) 32000 FELLOWSHIP STIPENDS DUKE UNIVERSITY 2200 WEST MAIN STREET DURHAM NC 27705 560532129 501(C)(3) 57000 FELLOWSHIP STIPENDS UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 174 COUNTRY CLUB ROAD CHAPEL HILL NC 27599 566001393 501(C)(3) 127000 FELLOWSHIP STIPENDS UNIVERSITY OF ILLINOIS URBANA-CHAMPAIGN 1901 SOUTH 1ST CHAMPAIGN IL 61820 376000511 501(C)(3) 17500 FELLOWSHIP STIPENDS UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 1111 SPRING GARDEN STREET GREENSBORO NC 27412 566001393 501(C)(3) 36000 FELLOWSHIP STIPENDS UNIVERSITY OF CALIFORNIABERKELEY 2200 BANCROFT WAY BERKELEY CA 94720 946002123 501(C)(3) 35000 FELLOWSHIP STIPENDS CLAREMONT MCKENNA COLLEGE 888 NORTH COLUMBIA AVENUE CLAREMONT CA 91711 951664101 501(C)(3) 24000 FELLOWSHIP STIPENDS NORTH CAROLINA CENTRAL UNIVERSITY 1801 FAYETTEVILLE STREET DURHAM NC 27707 566000730 501(C)(3) 55000 FELLOWSHIP STIPENDS TEXAS A & M UNIVERSITY 400 BIZZELL STREET COLLEGE STATION TX 77843 746000531 501(C)(3) 43500 FELLOWSHIP STIPENDS NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 30208 362167817 501(C)(3) 51000 FELLOWSHIP STIPENDS COLUMBIA UNIVERSITY SCHERMERHORN HALL 1190 AMSTERDAM AVE NEW YORK NY 10027 135598093 501(C)(3) 70000 FELLOWSHIP STIPENDS NORTH CAROLINA STATE UNIVERSITY 201 HOLLADAY HALL RALEIGH NC 27695 566000756 501(C)(3) 83000 FELLOWSHIP STIPENDS UNIVERSITY OF MARYLAND COLLEGE PARK COLLEGE PARK MD 20742 526002033 501(C)(3) 46000 FELLOWSHIP STIPENDS SAINT LOUIS UNIVERSITY 1 N GRAND BOULEVARD ST LOUIS MO 63103 430654872 501(C)(3) 40000 FELLOWSHIP STIPENDS COLLEGE OF WILLIAM AND MARY SADDLER CENTER 200 STADIUM DRIVE WILLIAMSBURG VA 23185 546001718 501(C)(3) 50000 FELLOWSHIP STIPENDS UNIVERSITY OF KANSAS 1450 JAYHAWK BOULEVARD LAWRENCE KS 66045 481124839 501(C)(3) 35000 FELLOWSHIP STIPENDS PENNSYLVANIA STATE UNIVERSITY 201 OLD MAIN UNVIERISITY PARK STATE COLLEGE PA 16801 246000376 501(C)(3) 117000 FELLOWSHIP STIPENDS HOWARD UNIVERSITY 2244 10TH STREET NW WASHINGTON DC 20059 530204707 501(C)(3) 110000 FELLOWSHIP STIPENDS 18 0 FELLOWSHIP STIPENDS 5 177500 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 422260 0 0 0 0 0 52783 0 17423 0 492466 0 0 0 STEPHANIE TUCKER CHIEF FINANCIAL OFFICER AND VICE PRE 153439 0 0 0 0 0 15344 0 1400 0 170183 0 0 0 HEIDI CAMP VICE PRESIDENT OF INSTITUTIONAL ADVA 152785 0 0 0 0 0 19098 0 16416 0 188299 0 0 0 TANIA MUNZ VICE PRESIDENT SCHOLARLY PROGRAMS UN 129326 0 0 0 0 0 12933 0 14615 0 156874 0 0 0 X 5 44526 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: STOCK GIFTS ARE RECEIVED THROUGH A WELLS FARGO BROKERAGE ACCOUNT AND SOLD UPON RECEIPT. FORM 990, PART V, LINE 2B: THE CENTER LEASES EMPLOYEES FROM A THIRD PARTY ADMINISTRATOR. THIS COMPANY IS RESPONSIBLE FOR FILING ALL APPLICABLE FEDERAL EMPLOYMENT TAX RETURNS FOR THE CENTER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY THE CHIEF FINANCIAL OFFICER, WHO IS A CPA. 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 -2,000. 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.