HISTORIC STAGVILLE FOUNDATION: Form 990EZ, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HISTORIC STAGVILLE FOUNDATION (EIN 59-1753602)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-10-17
- IRS object ID
- 201902909349200500
- Schema version
- 2018v3.1
- 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 | 2019-10-17T03:15:32-04:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461516762 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Faith Bynum CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2609 Atlantic Ave | AddressLine1Txt |
| Address Line2 | Suite 201 | AddressLine2Txt |
| City | Raleigh | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | 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) |
|---|---|---|
| In Care Of | % Joseph Gulla | InCareOfNm |
| Business Name Control | HIST | BusinessNameControlTxt |
| Phone | 9196200120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2431 | AddressLine1Txt |
| City | Durham | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27715 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph Gulla | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9199686101 | PhoneNum |
| Signature | 2019-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Faith Bynum | PreparerPersonNm |
| PTIN | P01700602 | PTIN |
| Phone | 9198586807 | PhoneNum |
| Preparation | 2019-10-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.13.33.239 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-17 | IPDt |
| IP Timezone | ES | IPTimezoneCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $57,017 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $23,180 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $195 | ProgramServiceRevenueAmt |
| Investment Income | $8 | InvestmentIncomeAmt |
| Gross Sales Of Inventory | $10,758 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,697 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $7,061 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $22,876 | OtherRevenueTotalAmt |
| Total Revenue | $53,320 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $14,769 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $7,376 | OtherExpensesTotalAmt |
| Total Expenses | $22,145 | TotalExpensesAmt |
| Excess Or Deficit For Year | $31,175 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $288,171 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$1,514 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $317,832 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,002 | BOYAmt |
| EOY | $303,554 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,169 | BOYAmt |
| EOY | $14,548 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,171 | BOYAmt |
| EOY | $318,102 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $270 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,171 | BOYAmt |
| EOY | $317,832 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Daily school programs, special lectures, and events offer students and visitors a look at history and archeology of slavery at the Stagville Plantation | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Daily school programs, special lectures, events, internships offer students and visitors a look at history and archeology of slavery at the Stagville Plantation. | $0 | $3,852 |
| The Gift Shop features books, photographs and souvenirs to visitors to add to their education about the site. | $0 | $794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,646 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Julie Woodmansee | ||||
| President | 4 | $0 | $0 | $0 |
| Joseph Gulla | ||||
| Treasurer | 3 | $0 | $0 | $0 |
| Rosemarie Gulla | ||||
| Board Member | 1 | $0 | $0 | $0 |
| Alice Sharpe | ||||
| Board Member | 2 | $0 | $0 | $0 |
| Anna Agbe-Davies | ||||
| Secretary | 2 | $0 | $0 | $0 |
| Brian Brewer | ||||
| Board Member | 1 | $0 | $0 | $0 |
| Bob Robinson | ||||
| Membership | 2 | $0 | $0 | $0 |
| Grover Burthey Jr | ||||
| Board Member | 1 | $0 | $0 | $0 |
| Jamie Lathan | ||||
| Board Member | 1 | $0 | $0 | $0 |
| Joanne Abel | ||||
| Board Member | 2 | $0 | $0 | $0 |
| Joseph Jordan | ||||
| Board Member | 1 | $0 | $0 | $0 |
| Joyce Smith | ||||
| Board Member | 1 | $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 |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph Gulla | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 Orchard lane | AddressLine1Txt |
| City | Carrboro | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9199686101 | 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 |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,893 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,457 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,172 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $645 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,180 | CurrentTaxYearAmt |
| Total | $38,347 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,876 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,254 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,267 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,793 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,758 | CurrentTaxYearAmt |
| Total | $67,948 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,769 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,711 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,439 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,438 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,938 | CurrentTaxYearAmt |
| Total | $106,295 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $106,295 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $694 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,811 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8 | CurrentTaxYearAmt |
| Total | $2,531 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $694 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,811 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8 | CurrentTaxYearAmt |
| Total | $2,531 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,835 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,997 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,876 | CurrentTaxYearAmt |
| Total | $39,708 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,463 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,444 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,822 | CurrentTaxYearAmt |
| Total | $148,534 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.71563 | PublicSupportCY509Pct |
| Public Support PY509 | 0.8294 | PublicSupportPY509Pct |
| Investment Income CY | 0.01704 | InvestmentIncomeCYPct |
| Investment Income PY | 0.0281 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, line 12 | | S.No:, Amount:, Description:| 1, $22876, Unrealized Gain on Investment| |
| Part III, line 12 | | S.No:, Year:, Description:| 1, 2017, Unrealized Gain (Loss) on Investment| 2, 2016, Unrealized Gain (Loss) on Investment| |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, line 8 | | Other Revenues:, Amount:| Unrealized Gain on Investment, $22876| |
| Part I, line 16 | | Other Expenses:, Amount:| Annual Gift, $500.00| Bank Fees, $409.00| Business Expenses, $1184.00| Square Fees, $266.00| Supplies, $120.00| Insurance, $750.00| Travel and Meetings, $295.00| Program and Events, $3852.00| |
| Part I, line 20 | | Description:, Explanation:, Amount:| Inventory Adjustment, To adjust inventory for cost margin and sales tax, $-1514| |
| Part II, line 24 | | Asset Name:, BOY Amount:, EOY Amount:| Inventory, $13169, $14548| |
| Part II, line 26 | | Liabilities Name:, BOY Amount:, EOY Amount:| Accounts Payable, 0, $270| |