2019-11-05T15:06:25-06:00 2019-06-30 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990 2018-07-01 591735367 NATIONAL HUMANITIES CENTER NATI 9195490661 7 TW ALEXANDER DR RESEARCH TRIANGLE PARK NC 277092256 STEPHANIE L TUCKER CHIEF FINANCIAL OFFICER AND VP 9195490661 2019-10-31 1 DEETRA B WATSON P00534544 9199428700 45.20.211.129 2019-10-31 12:59:22 ED P 27D9A2999BDA76CE66B32FB103B126B13DF3FCF3 27D9A2999BDA76CE66B32FB103B126B13DF3FCF3 2018 2020-01-14 16:20:31Z STEPHANIE L TUCKER 7 TW ALEXANDER DR RESEARCH TRIANGLE PARK NC 277092256 76548884 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. 41 40 27 43 0 0 2583725 1604999 164000 228500 10120488 -10443220 3049 25204 12871262 -8584517 1342600 1498216 0 0 2507607 2585355 0 0 333123 1175548 1736247 5025755 5819818 7845507 -14404335 78949756 75796631 646422 479510 78303334 75317121 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 2968886 1310328 227500 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. 751723 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. 1063193 187888 1000 EDUCATION - THE CENTER DEVELOPS MODEL PROGRAMS THAT REKINDLE TEACHER'S ENTHUSIASM FOR THE HUMANITIES THEY TEACH. 4783802 1 1 0 0 0 0 0 0 0 1 1 0 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 91 0 1 27 1 0 0 0 0 0 0 0 0 0 0 0 0 X 41 40 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X STEPHANIE L TUCKER 9195490661 7 TW ALEXANDER DR RESEARCH TRIANGLE PARK NC 27709 PETER A BENOLIEL TRUSTEE 0.50 X 0 0 0 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 FROM 10/2018 0.50 X 0 0 0 DENNIS M CAMPBELL TRUSTEE 0.50 X 0 0 0 WILLO CAREY TRUSTEE FROM 3/2019 0.50 X 0 0 0 WILLIAM D COHAN TRUSTEE 0.50 X 0 0 0 JENNIFER DANIELS TRUSTEE 0.50 X 0 0 0 CEES J DE BRUIN TRUSTEE 0.50 X 0 0 0 J PORTER DURHAM JR TRUSTEE 0.50 X 0 0 0 LESLIE FAHRENKOPF FOLEY TRUSTEE 0.50 X 0 0 0 ANNETTE GORDON-REED TRUSTEE 0.50 X 0 0 0 KEVIN GUTHRIE TRUSTEE 0.50 X 0 0 0 PAMELA HENDRICKSON TRUSTEE 0.50 X 0 0 0 MICHAEL ANN HOLLY TRUSTEE 0.50 X 0 0 0 THOMAS L JONES TRUSTEE 0.50 X 0 0 0 WILLIAM C JORDAN TRUSTEE 0.50 X 0 0 0 PHILIP S KHOURY 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 PATRICIA R MORTON 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 DIANA SORENSEN TRUSTEE 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 FROM 10/2018 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 SUSAN WOLF TRUSTEE 0.50 X 0 0 0 PAULINE R YU TRUSTEE 0.50 X 0 0 0 JOHN ADAMS EMERITUS TRUSTEE 0.50 X 0 0 0 LAWRENCE R RICCIARDI EMERITUS TRUSTEE 0.50 X 0 0 0 GERALD EARLY TRUSTEE UNTIL 3/2019 0.50 X 0 0 0 MARGARET SPELLINGS TRUSTEE UNTIL 10/2018 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 415000 0 134875 STEPHANIE TUCKER CHIEF FINANCIAL OFFICER AND VICE PRESIDENT OF OPER 40.00 X 145699 0 47352 HEIDI CAMP VICE PRESIDENT OF INSTITUTIONAL ADVANCEMENT 40.00 X 150157 0 48801 ANDY MINK VICE PRESIDENT OF EDUCATION PROGRAMS 40.00 X 109200 0 35490 TANIA MUNZ VICE PRESIDENT SCHOLARLY PROGRAMS 40.00 X 118085 0 38378 938141 0 304896 5 0 1 0 0 148060 1456939 31006 1604999 SUMMER RESIDENCIES 611710 227500 227500 CONSULTING REVENUE 611710 1000 1000 228500 4975634 4975634 69711843 2704 85129446 3955 -15417603 -1251 -15418854 -15418854 MISCELLANEOUS 900099 25204 25204 25204 -8584517 -15190354 0 5000838 847288 847288 417428 417428 233500 233500 755487 464722 76147 214618 1400719 1341028 55945 3746 275385 230014 17175 28196 153764 128734 9439 15591 25947 21305 163 4479 112481 92591 3435 16455 59807 54893 3137 1777 182066 155665 18208 8193 393764 376725 2059 14980 132783 11131 117782 3870 8904 8904 164454 141889 15562 7003 22885 16935 3890 2060 INVESTMENT AND BANK FEE 330711 330711 OUTSIDE FEES AND SERVIC 152832 105930 38332 8570 SEMINARS AND PERMISSION 80430 80430 DINING 25469 25243 226 43714 38351 2004 3359 5819818 4783802 702893 333123 1446587 2404282 1049954 504713 37849 319 10920 6187455 4244398 1800126 1943057 73642308 71891035 15237 78949756 75796631 160706 203384 111875 485716 164251 646422 479510 X 1461391 1527369 22767767 19703575 54074176 54086177 78303334 75317121 78949756 75796631 -14404335 11418122 0 X X 0 1 X 1 0 X 1583028 2401616 2066947 2583725 1604999 10240315 1583028 2401616 2066947 2583725 1604999 10240315 779396 9460919 4797385 3391361 3115281 10120488 4975634 26400149 15489 62381 32611 167049 253704 531234 37171698 0.25450 0.29340 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 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. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2014 AMOUNT: $ 15,489. 2015 AMOUNT: $ 62,381. 2016 AMOUNT: $ 32,611. 2017 AMOUNT: $ 167,049. 2018 AMOUNT: $ 253,704. 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 77964516 310054 -481289 1713500 1880500 74199281 0.00000 0.75200 0.24800 0 0 2204490 2204490 0 2398807 756100 1642707 1299556 1217289 82267 284602 66519 218083 1943057 2502894 11418122 -330711 11087411 -8584517 0 -8584517 5489107 0 5489107 330711 330711 5819818 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. 1 EUROPE 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 95500 SOUTH AMERICA 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 42000 NORTH AMERICA 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 49000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 47000 0 0 0 0 0 0 233500 0 233500 EUROPE FUNDS PROVIDED TO ORGANIZATION FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 49000 1 0 FELLOWSHIP STIPENDS EUROPE 1 46500 CHECK FELLOWSHIP STIPENDS SOUTH AMERICA 1 42000 CHECK FELLOWSHIP STIPENDS NORTH AMERICA 2 49000 CHECK FELLOWSHIP STIPENDS CENTRAL AMERICA AND THE CARIBBEAN 1 47000 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. 1 ARIZONA STATE UNIVERSITY 660 S MILL AVE STE 312 TEMPE AZ 85281 860196696 501(C)(3) 35000 FELLOWSHIP STIPENDS DUKE UNIVERSITY 2200 WEST MAIN STREET DURHAM NC 27705 560532129 501(C)(3) 114000 FELLOWSHIP STIPENDS UNIVERSITY OF CALIFORNIA SANTA BARBARA 3201 SAASB BUILDING PAYROLL OFFICE SANTA BARBARA CA 93106 956006145 501(C)(3) 58500 FELLOWSHIP STIPENDS NEW YORK UNIVERSITY 383 LAFAYETTE STREET NEW YORK NY 10003 250965591 501(C)(3) 52000 FELLOWSHIP STIPENDS UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 174 COUNTRY CLUB ROAD CHAPEL HILL NC 27599 566001393 501(C)(3) 47500 FELLOWSHIP STIPENDS KENYON COLLEGE 209 CHASE AVENUE GAMBIER OH 43022 314379507 501(C)(3) 35000 FELLOWSHIP STIPENDS BOWDOIN COLLEGE 5600 COLLEGE STATION BRUNSWICK ME 04011 010215213 501(C)(3) 65000 FELLOWSHIP STIPENDS UNIVERSITY OF TEXAS AT AUSTIN 100 INNER CAMPUS DRIVE AUSTIN TX 78705 746000203 501(C)(3) 51000 FELLOWSHIP STIPENDS UNIVERSITY OF CALIFORNIA IRVINE 100 THEORY SUITE 250 IRVINE CA 92697 952540117 501(C)(3) 27000 FELLOWSHIP STIPENDS UNIVERSITY OF COLORADO BOULDER 1800 N GRANT ST STE 400 BOULDER CO 80309 846000555 501(C)(3) 30000 FELLOWSHIP STIPENDS BOSTON COLLEGE 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02647 042103545 501(C)(3) 25000 FELLOWSHIP STIPENDS UNIVERSITY OF ILLINOIS URBANA-CHAMPAIGN 1901 SOUTH 1ST CHAMPAIGN IL 61820 376000511 501(C)(3) 51000 FELLOWSHIP STIPENDS UNIVERSITY OF GEORGIA 424 EAST BROAD STREET ATHENS GA 30602 586001998 501(C)(3) 43000 FELLOWSHIP STIPENDS UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 1111 SPRING GARDEN STREET GREENSBORO NC 27412 566001393 501(C)(3) 34000 FELLOWSHIP STIPENDS 14 14 FELLOWSHIP STIPENDS 9 417428 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 0 0 415000 0 0 0 51875 0 83000 0 549875 0 0 0 STEPHANIE TUCKER CHIEF FINANCIAL OFFICER AND VICE PRE 0 0 145699 0 0 0 18212 0 29140 0 193051 0 0 0 HEIDI CAMP VICE PRESIDENT OF INSTITUTIONAL ADVA 0 0 150157 0 0 0 18770 0 30031 0 198958 0 0 0 TANIA MUNZ VICE PRESIDENT SCHOLARLY PROGRAMS 0 0 118085 0 0 0 14761 0 23617 0 156463 0 0 0 X 5 29597 FAIR MARKET VALUE 0 1 1 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. 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.