NATIONAL HUMANITIES CENTER: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL HUMANITIES CENTER (EIN 59-1735367)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-05
- IRS object ID
- 201933099349302418
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-05T15:06:25-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 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 | 277092256 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE L TUCKER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER AND VP | PersonTitleTxt |
| Phone | 9195490661 | PhoneNum |
| Signature | 2019-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEETRA B WATSON | PreparerPersonNm |
| PTIN | P00534544 | PTIN |
| Phone | 9199428700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 45.20.211.129 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-31 | IPDt |
| IP Tm | 12:59:22 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 27D9A2999BDA76CE66B32FB103B126B13DF3FCF3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 27D9A2999BDA76CE66B32FB103B126B13DF3FCF3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHANIE L TUCKER | PrincipalOfficerNm |
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 | 277092256 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $76,548,884 | 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 | 41 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 40 | VotingMembersIndependentCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Volunteers | 43 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,583,725 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,604,999 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $164,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $228,500 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,120,488 | PYInvestmentIncomeAmt |
| CY Investment Income | -$10,443,220 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,049 | PYOtherRevenueAmt |
| CY Other Revenue | $25,204 | CYOtherRevenueAmt |
| PY Total Revenue | $12,871,262 | PYTotalRevenueAmt |
| CY Total Revenue | -$8,584,517 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,342,600 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,498,216 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,507,607 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,585,355 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $333,123 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,175,548 | PYOtherExpensesAmt |
| CY Other Expenses | $1,736,247 | CYOtherExpensesAmt |
| PY Total Expenses | $5,025,755 | PYTotalExpensesAmt |
| CY Total Expenses | $5,819,818 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,845,507 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$14,404,335 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $78,949,756 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,796,631 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $646,422 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $479,510 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $78,303,334 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $75,317,121 | 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 ADVOCATES FOR THEIR FOUNDATIONAL ROLE IN A DEMOCRATIC SOCIETY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,968,886 | ExpenseAmt |
| Grant | $1,310,328 | GrantAmt |
| Revenue | $227,500 | 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 | $751,723 | ExpenseAmt |
| Desc | PUBLIC ENGAGEMENT - 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. THE CENTER COMMUNICATES WITH ITS FELLOWS, TRUSTEES, AND OTHER FRIENDS THROUGH AN ANNUAL REPORT, A NEWSLETTER (NEWS OF THE NATIONAL HUMANITIES CENTER), SOCIAL MEDIA, AND OCCASIONAL PAPERS. THE COMMUNICATIONS DEPARTMENT'S EXPENSES ARE THOSE THAT ARE INCURRED IN CREATING AND DISTRIBUTING THE STATED PUBLICATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,063,193 | ExpenseAmt |
| Grant | $187,888 | GrantAmt |
| Revenue | $1,000 | RevenueAmt |
| Desc | EDUCATION - THE CENTER DEVELOPS MODEL PROGRAMS THAT REKINDLE TEACHER'S ENTHUSIASM FOR THE HUMANITIES THEY TEACH. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,783,802 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 91 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 27 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 41 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 40 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHANIE L TUCKER | 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 (49 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 |
|---|---|---|---|---|---|---|---|
| PETER A BENOLIEL | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH BIRKELUND | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BLACKBOURN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BROMWICH | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RIC BURNS | |||||||
| TRUSTEE FROM 10/2018 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS M CAMPBELL | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| WILLO CAREY | |||||||
| TRUSTEE FROM 3/2019 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM D COHAN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER DANIELS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CEES J DE BRUIN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| J PORTER DURHAM JR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LESLIE FAHRENKOPF FOLEY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ANNETTE GORDON-REED | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN GUTHRIE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA HENDRICKSON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL ANN HOLLY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS L JONES | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM C JORDAN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP S KHOURY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KAREN R LAWRENCE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD LEVY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA R MORTON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JANE O NEWMAN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOHN C OHARA JR | |||||||
| 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 | ||
| CARA W ROBERTSON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DIANA SORENSEN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOAN HINDE STEWART | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARK E THIERFELDER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE D VONCANNON | |||||||
| TRUSTEE FROM 10/2018 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN G WEISS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| A MORRIS WILLIAMS JR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN WOLF | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PAULINE R YU | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOHN ADAMS | |||||||
| EMERITUS TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE R RICCIARDI | |||||||
| EMERITUS TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| GERALD EARLY | |||||||
| TRUSTEE UNTIL 3/2019 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET SPELLINGS | |||||||
| TRUSTEE UNTIL 10/2018 | 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) | $415,000 | $0 | $134,875 | Yes (X) | |
| STEPHANIE TUCKER | |||||||
| CHIEF FINANCIAL OFFICER AND VICE PRESIDENT OF OPER | 40.00 | $145,699 | $0 | $47,352 | Yes (X) | ||
| HEIDI CAMP | |||||||
| VICE PRESIDENT OF INSTITUTIONAL ADVANCEMENT | 40.00 | $150,157 | $0 | $48,801 | Yes (X) | ||
| ANDY MINK | |||||||
| VICE PRESIDENT OF EDUCATION PROGRAMS | 40.00 | $109,200 | $0 | $35,490 | Yes (X) | ||
| TANIA MUNZ | |||||||
| VICE PRESIDENT SCHOLARLY PROGRAMS | 40.00 | $118,085 | $0 | $38,378 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $938,141 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $304,896 | 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 | $148,060 | GovernmentGrantsAmt |
| All Other Contributions | $1,456,939 | AllOtherContributionsAmt |
| Noncash Contributions | $31,006 | NoncashContributionsAmt |
| Total Contributions | $1,604,999 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SUMMER RESIDENCIES | 611710 | $227,500 | $227,500 |
| CONSULTING REVENUE | 611710 | $1,000 | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $228,500 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,975,634 | TotalRevenueColumnAmt |
| Exclusion | $4,975,634 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $69,711,843 | SecuritiesAmt |
| Other | $2,704 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $85,129,446 | SecuritiesAmt |
| Other | $3,955 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$15,417,603 | SecuritiesAmt |
| Other | -$1,251 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,418,854 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$15,418,854 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $25,204 | TotalRevenueColumnAmt |
| Exclusion | $25,204 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $25,204 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,584,517 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$15,190,354 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,000,838 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $847,288 | TotalAmt |
| Program Services | $847,288 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $417,428 | TotalAmt |
| Program Services | $417,428 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,500 | TotalAmt |
| Program Services | $233,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $755,487 | TotalAmt |
| Program Services | $464,722 | ProgramServicesAmt |
| Management And General | $76,147 | ManagementAndGeneralAmt |
| Fundraising | $214,618 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,400,719 | TotalAmt |
| Program Services | $1,341,028 | ProgramServicesAmt |
| Management And General | $55,945 | ManagementAndGeneralAmt |
| Fundraising | $3,746 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,385 | TotalAmt |
| Program Services | $230,014 | ProgramServicesAmt |
| Management And General | $17,175 | ManagementAndGeneralAmt |
| Fundraising | $28,196 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,764 | TotalAmt |
| Program Services | $128,734 | ProgramServicesAmt |
| Management And General | $9,439 | ManagementAndGeneralAmt |
| Fundraising | $15,591 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,947 | TotalAmt |
| Program Services | $21,305 | ProgramServicesAmt |
| Management And General | $163 | ManagementAndGeneralAmt |
| Fundraising | $4,479 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,481 | TotalAmt |
| Program Services | $92,591 | ProgramServicesAmt |
| Management And General | $3,435 | ManagementAndGeneralAmt |
| Fundraising | $16,455 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,807 | TotalAmt |
| Program Services | $54,893 | ProgramServicesAmt |
| Management And General | $3,137 | ManagementAndGeneralAmt |
| Fundraising | $1,777 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,066 | TotalAmt |
| Program Services | $155,665 | ProgramServicesAmt |
| Management And General | $18,208 | ManagementAndGeneralAmt |
| Fundraising | $8,193 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,764 | TotalAmt |
| Program Services | $376,725 | ProgramServicesAmt |
| Management And General | $2,059 | ManagementAndGeneralAmt |
| Fundraising | $14,980 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,783 | TotalAmt |
| Program Services | $11,131 | ProgramServicesAmt |
| Management And General | $117,782 | ManagementAndGeneralAmt |
| Fundraising | $3,870 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,904 | TotalAmt |
| Management And General | $8,904 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,454 | TotalAmt |
| Program Services | $141,889 | ProgramServicesAmt |
| Management And General | $15,562 | ManagementAndGeneralAmt |
| Fundraising | $7,003 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,885 | TotalAmt |
| Program Services | $16,935 | ProgramServicesAmt |
| Management And General | $3,890 | ManagementAndGeneralAmt |
| Fundraising | $2,060 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INVESTMENT AND BANK FEE | $330,711 | $330,711 | ||
| OUTSIDE FEES AND SERVIC | $152,832 | $38,332 | $105,930 | $8,570 |
| SEMINARS AND PERMISSION | $80,430 | $80,430 | ||
| DINING | $25,469 | $25,243 | $226 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,714 | TotalAmt |
| Program Services | $38,351 | ProgramServicesAmt |
| Management And General | $2,004 | ManagementAndGeneralAmt |
| Fundraising | $3,359 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,819,818 | TotalAmt |
| Program Services | $4,783,802 | ProgramServicesAmt |
| Management And General | $702,893 | ManagementAndGeneralAmt |
| Fundraising | $333,123 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,446,587 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,404,282 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,049,954 | BOYAmt |
| EOY | $504,713 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,849 | BOYAmt |
| EOY | $319 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $10,920 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,187,455 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,244,398 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,800,126 | BOYAmt |
| EOY | $1,943,057 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,642,308 | BOYAmt |
| EOY | $71,891,035 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,237 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,949,756 | BOYAmt |
| EOY | $75,796,631 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,706 | BOYAmt |
| EOY | $203,384 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $111,875 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $485,716 | BOYAmt |
| EOY | $164,251 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $646,422 | BOYAmt |
| EOY | $479,510 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,461,391 | BOYAmt |
| EOY | $1,527,369 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,767,767 | BOYAmt |
| EOY | $19,703,575 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,074,176 | BOYAmt |
| EOY | $54,086,177 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,303,334 | BOYAmt |
| EOY | $75,317,121 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,949,756 | BOYAmt |
| EOY | $75,796,631 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$14,404,335 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,418,122 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $1,583,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,401,616 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,066,947 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,583,725 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,604,999 | CurrentTaxYearAmt |
| Total | $10,240,315 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,583,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,401,616 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,066,947 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,583,725 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,604,999 | CurrentTaxYearAmt |
| Total | $10,240,315 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $779,396 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,460,919 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,797,385 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,391,361 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,115,281 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,120,488 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,975,634 | CurrentTaxYearAmt |
| Total | $26,400,149 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,489 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,381 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,611 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $167,049 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $253,704 | CurrentTaxYearAmt |
| Total | $531,234 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $37,171,698 | TotalSupportAmt |
| Public Support CY170 | 0.25450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.29340 | 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 OF UNIVERSITIES AND BUSINESSES ACROSS THE UNITED STATES.2. THE ANNUAL FELLOWSHIP PROGRAM ALSO DRAWS CANDIDATES FROM EVERY AREA OF THE NATION.3. THE CENTER PROIVES 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. | 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 INCOME - 2014 AMOUNT: $ 15,489. 2015 AMOUNT: $ 62,381. 2016 AMOUNT: $ 32,611. 2017 AMOUNT: $ 167,049. 2018 AMOUNT: $ 253,704. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,882,697 | BeginningYearBalanceAmt |
| Contributions | $973,938 | ContributionsAmt |
| Investment Earnings Or Losses | $7,834,294 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,449,717 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,536,283 | OtherExpendituresAmt |
| End Year Balance | $73,704,929 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,199,281 | BeginningYearBalanceAmt |
| Contributions | $828,399 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,242,983 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,716,300 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,185,700 | OtherExpendituresAmt |
| End Year Balance | $68,882,697 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,964,516 | BeginningYearBalanceAmt |
| Contributions | $310,054 | ContributionsAmt |
| Investment Earnings Or Losses | -$481,289 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,713,500 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,880,500 | OtherExpendituresAmt |
| End Year Balance | $74,199,281 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.75200 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24800 | 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 | $2,398,807 | OtherCostOrOtherBasisAmt |
| Depreciation | $756,100 | DepreciationAmt |
| Book Value | $1,642,707 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,299,556 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,217,289 | DepreciationAmt |
| Book Value | $82,267 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $284,602 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,519 | DepreciationAmt |
| Book Value | $218,083 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,943,057 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $2,502,894 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,418,122 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$330,711 | OtherRevenueAmt |
| Revenue Not Reported | $11,087,411 | RevenueNotReportedAmt |
| Revenue Subtotal | -$8,584,517 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | -$8,584,517 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,489,107 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,489,107 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $330,711 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $330,711 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,819,818 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 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 XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT AND BANK FEES INCLUDED WITH NET INVESTMENT RETURN -330,711. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT AND BANK FEES INCLUDED WITH NET INVESTMENT RETURN 330,711. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 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. | $95,500 |
| SOUTH AMERICA | 0 | 0 | GRANTMAKING | FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. | $42,000 |
| NORTH AMERICA | 0 | 0 | GRANTMAKING | FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. | $49,000 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANTMAKING | FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. | $47,000 |
| 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 | $233,500 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $233,500 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | RegionTxt |
| Purpose Of Grant | FUNDS PROVIDED TO ORGANIZATION FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. | PurposeOfGrantTxt |
| Cash Grant | $49,000 | CashGrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| FELLOWSHIP STIPENDS | EUROPE | 1 | $46,500 | CHECK |
| FELLOWSHIP STIPENDS | SOUTH AMERICA | 1 | $42,000 | CHECK |
| FELLOWSHIP STIPENDS | NORTH AMERICA | 2 | $49,000 | CHECK |
| FELLOWSHIP STIPENDS | CENTRAL AMERICA AND THE CARIBBEAN | 1 | $47,000 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ARIZONA STATE UNIVERSITY | |||||||
| 660 S MILL AVE STE 312 | TEMPE | AZ | 85281 | 860196696 | 501(C)(3) | $35,000 | FELLOWSHIP STIPENDS |
| DUKE UNIVERSITY | |||||||
| 2200 WEST MAIN STREET | DURHAM | NC | 27705 | 560532129 | 501(C)(3) | $114,000 | FELLOWSHIP STIPENDS |
| UNIVERSITY OF CALIFORNIA SANTA BARBARA | |||||||
| 3201 SAASB BUILDING PAYROLL OFFICE | SANTA BARBARA | CA | 93106 | 956006145 | 501(C)(3) | $58,500 | FELLOWSHIP STIPENDS |
| NEW YORK UNIVERSITY | |||||||
| 383 LAFAYETTE STREET | NEW YORK | NY | 10003 | 250965591 | 501(C)(3) | $52,000 | FELLOWSHIP STIPENDS |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||
| 174 COUNTRY CLUB ROAD | CHAPEL HILL | NC | 27599 | 566001393 | 501(C)(3) | $47,500 | FELLOWSHIP STIPENDS |
| KENYON COLLEGE | |||||||
| 209 CHASE AVENUE | GAMBIER | OH | 43022 | 314379507 | 501(C)(3) | $35,000 | FELLOWSHIP STIPENDS |
| BOWDOIN COLLEGE | |||||||
| 5600 COLLEGE STATION | BRUNSWICK | ME | 04011 | 010215213 | 501(C)(3) | $65,000 | FELLOWSHIP STIPENDS |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 100 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | 746000203 | 501(C)(3) | $51,000 | FELLOWSHIP STIPENDS |
| UNIVERSITY OF CALIFORNIA IRVINE | |||||||
| 100 THEORY SUITE 250 | IRVINE | CA | 92697 | 952540117 | 501(C)(3) | $27,000 | FELLOWSHIP STIPENDS |
| UNIVERSITY OF COLORADO BOULDER | |||||||
| 1800 N GRANT ST STE 400 | BOULDER | CO | 80309 | 846000555 | 501(C)(3) | $30,000 | FELLOWSHIP STIPENDS |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02647 | 042103545 | 501(C)(3) | $25,000 | FELLOWSHIP STIPENDS |
| UNIVERSITY OF ILLINOIS URBANA-CHAMPAIGN | |||||||
| 1901 SOUTH 1ST | CHAMPAIGN | IL | 61820 | 376000511 | 501(C)(3) | $51,000 | FELLOWSHIP STIPENDS |
| UNIVERSITY OF GEORGIA | |||||||
| 424 EAST BROAD STREET | ATHENS | GA | 30602 | 586001998 | 501(C)(3) | $43,000 | FELLOWSHIP STIPENDS |
| UNIVERSITY OF NORTH CAROLINA AT GREENSBORO | |||||||
| 1111 SPRING GARDEN STREET | GREENSBORO | NC | 27412 | 566001393 | 501(C)(3) | $34,000 | FELLOWSHIP STIPENDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | Total501c3OrgCnt |
| Total Other Org | 14 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FELLOWSHIP STIPENDS | GrantTypeTxt |
| Recipient | 9 | RecipientCnt |
| Cash Grant | $417,428 | 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 (4 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 | $0 | $0 | $415,000 | $0 | $0 | $0 | $51,875 | $0 | $83,000 | $0 | $549,875 | $0 | $0 | $0 |
| STEPHANIE TUCKER | ||||||||||||||
| CHIEF FINANCIAL OFFICER AND VICE PRE | $0 | $0 | $145,699 | $0 | $0 | $0 | $18,212 | $0 | $29,140 | $0 | $193,051 | $0 | $0 | $0 |
| HEIDI CAMP | ||||||||||||||
| VICE PRESIDENT OF INSTITUTIONAL ADVA | $0 | $0 | $150,157 | $0 | $0 | $0 | $18,770 | $0 | $30,031 | $0 | $198,958 | $0 | $0 | $0 |
| TANIA MUNZ | ||||||||||||||
| VICE PRESIDENT SCHOLARLY PROGRAMS | $0 | $0 | $118,085 | $0 | $0 | $0 | $14,761 | $0 | $23,617 | $0 | $156,463 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $29,597 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE CENTER IS REPORTING THE NUMBER OF SEPERATE STOCK CONTRIBUTIONS RECEIVED. |
| PART I, LINE 32B: | STOCK GIFTS ARE RECEIVED THROUGH A WELLS FARGO BROKERAGE ACCOUNT AND SOLD UPON RECEIPT. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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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