HISTORIC STAGVILLE FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: HISTORIC STAGVILLE FOUNDATION (EIN 59-1753602)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2013-05-10
IRS object ID: 201331309349303033
Schema version: 2011v1.5
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 O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-10T15:53:01-05:00	Timestamp
Tax Period End Date	2012-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MINOR ANGLIN & ASSOCIATES PA	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	3608 SHANNON RD SUITE 105	AddressLine1
City	DURHAM	City
State	NC	State
ZIP Code	27707	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	591753602	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	HISTORIC STAGVILLE FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	HIST	NameControl

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5828 OLD OXFORD HWY	AddressLine1
City	DURHAM	City
State	NC	State
ZIP Code	27712	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	CATHRYN F ABERNATHY	Name
Title	TREASURER	Title
Date Signed	2013-05-10	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	KIM E ANGLIN CPA	Name
Phone	9194932603	Phone
Date Prepared	2013-05-10	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	CATHRYN F ABERNATHY	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	5828 OLD OXFORD HWY	AddressLine1
City	DURHAM	City
State	NC	State
ZIP Code	27712	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	18614	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1976	YearFormation
State Legal Domicile	NC	StateLegalDomicile
Activity Or Mission Description	THE SUPPORT GROUP FOR HISTORIC STAGVILLE, NC STATE HISTORIC SITE	ActivityOrMissionDescription
Nbr Voting Members Governing Body	8	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	8	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	6407	ContributionsGrantsPriorYear
Contributions Grants Current Year	6729	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	3449	InvestmentIncomePriorYear
Investment Income Current Year	1965	InvestmentIncomeCurrentYear
Other Revenue Prior Year	8411	OtherRevenuePriorYear
Other Revenue Current Year	3693	OtherRevenueCurrentYear
Total Revenue Prior Year	18267	TotalRevenuePriorYear
Total Revenue Current Year	12387	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	13089	SalariesEtcPriorYear
Salaries Etc Current Year	5522	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	9237	OtherExpensePriorYear
Other Expenses Current Year	9774	OtherExpensesCurrentYear
Total Expenses Prior Year	22326	TotalExpensesPriorYear
Total Expenses Current Year	15296	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-4059	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-2909	RevenuesLessExpensesCY
Total Assets BOY	227415	TotalAssetsBOY
Total Assets EOY	224506	TotalAssetsEOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	227415	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	224506	NetAssetsOrFundBalancesEOY
Mission Description	THE SUPPORT GROUP FOR HISTORIC STAGVILLE, NC STATE HISTORIC SITE	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	13991	Expense
Description	INTERPRETS THE HISTORY OF THE ENSLAVED AND FREE INDIVIDUALS WHO ESTABLISHED, DEVELOPED, AND MAINTAINED THE BENNEHAN-CAMERON PLANTATIONS. GUIDED TOURS FOR 18,000 ANNUAL VISITORS TO THE BENNEHAN HOUSE (1787), THE HORTON GROVE SLAVE QUARTERS (1850S), AND THE GREAT BARN (1861). MANAGES VISITOR CENTER & STORE. PART-TIME SALARY FOR HISTORIC INTERPRETER.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Description	HOLDS PUBLIC EVENTS IN MARCH, JUNE, JULY, AUGUST, OCTOBER, AND DECEMBER. FOUR DAY-LONG, LIVING HISTORY EVENTS FOR FAMILIES FEATURE MUSIC, BLACKSMITH, POTTER, WOODTURNERS, AND STORYTELLING FOR 1,000 VISITORS AT EACH EVENT. TWO HISTORIC LECTURES PRESENT ORIGINAL RESEARCH ON AFRICAN AMERICANS, THE CIVIL WAR, OR NATIVE AMERICANS FOR AUDIENCES OF OVER 100.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Description	ENTHUSIASTIC STUDENT INTERNS GUIDE SPECIAL TOURS AND DIRECT EDUCATIONAL ACTIVITIES FOR PUBLIC SCHOOL STUDENTS DURING 100 FIELD TRIPS EACH YEAR. EACH SEMESTER THE INTERNSHIP STIPEND UNDERWRITES 10 HOURS/WEEK FOR AN INDEPENDENT PROJECT, USING PRIMAMRY DOCUMENTS RELATED TO THE CULTURAL, SOCIAL, AND ARCHAEOLOGICAL HISTORY OF THE SITE.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	13991	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	false	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	2	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	8	NbrVotingGoverningBodyMembers
Number Independent Voting Members	8	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	false	ConflictOfInterestPolicy
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	THE ORGANIZATION	NamePerson
Telephone Number	9196200120	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	5828 OLD OXFORD HIGHWAY	AddressLine1
City	DURHAM	City
State	NC	State
ZIP Code	27712	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (8 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
CATHY ABERNATHY
TREASURER	5.00	X	X	0	0	0
JEROME BIAS
DIRECTOR	5.00	X		0	0	0
ERNEST DOLLAR
PRESIDENT	5.00	X	X	0	0	0
BROOKS GRAEBNER
DIRECTOR	5.00	X		0	0	0
RHONDA JONES
DIRECTOR	5.00	X		0	0	0
BEVERLY MCNEILL
SECRETARY	5.00	X	X	0	0	0
STEVE RANKIN
DIRECTOR	5.00	X		0	0	0
HOLLY SMITH
DIRECTOR	5.00	X		0	0	0

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
All Other Contributions	6729	AllOtherContributions
Total Contributions	6729	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	1965	TotalRevenueColumn
Exclusion	$1,965	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	9920	GrossSalesOfInventory
Cost Of Goods Sold	6227	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	3693	TotalRevenueColumn
Related Or Exempt Function Income	3693	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	12387	TotalRevenueColumn
Related Or Exempt Function Income	3693	RelatedOrExemptFunctionIncome
Exclusion	$1,965	ExclusionAmount

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	5522	Total
Program Services	5522	ProgramServices

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	375	Total
Management And General	375	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	169	Total
Program Services	169	ProgramServices

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	1000	Total
Program Services	1000	ProgramServices

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	255	Total
Program Services	255	ProgramServices

Insurance Insurance

Field	Value	IRS element (for citing)
Total	750	Total
Management And General	750	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
EVENTS, PROGRAMS, VIDEOS	6343	6343
PORTRAIT INSTALLATION	352	352
HAYWOOD INTERNSHIP STIPEN	350	350
BANK FEES	180		180

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	15296	Total
Program Services	13991	ProgramServices
Management And General	1305	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	227415	BOY
EOY	224506	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	227415	BOY
EOY	224506	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	227415	BOY
EOY	224506	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	227415	BOY
EOY	224506	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	227415	BOY
EOY	224506	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-2909	ReconcilationRevenueExpenses
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	false	FSAudited

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	11733	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	10876	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	10970	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	6407	CurrentTaxYearMinus1Year
Current Tax Year	6729	CurrentTaxYear
Total	46715	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	7601	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	7411	CurrentTaxYearMinus1Year
Current Tax Year	9920	CurrentTaxYear
Total	24932	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	11733	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	10876	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	18571	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	13818	CurrentTaxYearMinus1Year
Current Tax Year	16649	CurrentTaxYear
Total	71647	Total

Field	Value	IRS element (for citing)
Public Support Total509	71647	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	11562	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	9666	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	8239	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3449	CurrentTaxYearMinus1Year
Current Tax Year	1965	CurrentTaxYear
Total	34881	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	11562	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	9666	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	8239	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3449	CurrentTaxYearMinus1Year
Current Tax Year	1965	CurrentTaxYear
Total	34881	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	23295	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	20542	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	26810	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	17267	CurrentTaxYearMinus1Year
Current Tax Year	18614	CurrentTaxYear
Total	106528	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.67260	PublicSupportPercentage509
Prior Year Support Percentage	0.51420	PriorYearSupportPercentage
Investment Income Percentage	0.33000	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.35000	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM. THE DRAFT OF THE 990 IS PROVIDED TO THE TREASURER. UPON HER APPROVAL, THE FORM 990 IS FILED WITH THE IRS. EACH BOARD MEMBER HAS A COPY OF THE FORM 990 MADE AVAILABLE.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST AT THE ORGANIZATION'S MAIN OFFICE.