HISTORIC STAGVILLE FOUNDATION: Form 990EZ, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- HISTORIC STAGVILLE FOUNDATION (EIN 59-1753602)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-12
- IRS object ID
- 201131329349201703
- Schema version
- 2009v1.7
- 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) |
|---|---|---|
| Timestamp | 2011-05-12T11:56:07-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | 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 | 990EZ | ReturnType |
| Tax Period Begin Date | 2009-07-01 | 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 | 2011-05-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIM E ANGLIN | Name |
| Phone | 9194932603 | Phone |
| Date Prepared | 2011-05-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c | X | Organization501c |
| Gross Receipts | 33479 | GrossReceipts |
| Contributions Gifts Grants Etc | 10970 | ContributionsGiftsGrantsEtc |
| Investment Income | 8239 | InvestmentIncome |
| Gross Sales Of Inventory | 14270 | GrossSalesOfInventory |
| Cost Of Goods Sold | 7601 | CostOfGoodsSold |
| Gro Profit Loss Sales Of Inventory | 6669 | GroProfitLossSalesOfInventory |
| Total Revenue | 25878 | TotalRevenue |
| Salaries Other Comp Empl Benefits | 7029 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 7450 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 1892 | OccupancyRentUtilitiesAndMaint |
| Printing Publications Postage | 1404 | PrintingPublicationsPostage |
| Other Expenses Total | 22936 | OtherExpensesTotal |
| Total Expenses | 40711 | TotalExpenses |
| Excess Or Deficit For Year | -14833 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 246307 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 231474 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 246405 | BOY |
| EOY | 251852 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 246405 | BOY |
| EOY | 251852 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98 | BOY |
| EOY | 20378 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 246307 | BOY |
| EOY | 231474 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | EDUCATE THE PUBLIC ABOUT THE HISTORY OF HISTORIC STAGVILLE PLANTATION. ASSIST THE STATE OF NORTH CAROLINA WITH THE SUPPORT OF THIS HISTORIC STATE SITE. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | NEWSLETTER- THE KEY IS A QUARTERLY NEWSLETTER MAILED TO 120 PAST & PRESENT MEMBERS. HAYWOOD STUDENT INTERNSHIPS- 3 SEMESTERS FOR ABOUT 10 HOURS PER WEEK PUBLIC SCHOOL FIELD TRIPS- TRANSPORTATION STIPEND PER STUDENT FOR ABOUT 323 STUDENTS PUBLIC EVENTS- OCTOBER 2009 FOR 125 VISITORS, DECEMBER 2009 FOR 512 VISITORS, MAY 2010 FOR 489 VISITORS, AND JUNE 2010 FOR 319 VISITORS. THE TOTAL IS 1,445. PUBLIC TOURS- ABOUT 15,326 ANNUAL VISITORS RESTORATION OF FAMILY PORTRAIT FROM 1820. | DescriptionProgramServiceAccom |
| Program Service Expenses | 39019 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 39019 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (12 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| ROBERTA KUNZ | ||||||
| 5828 OLD OXFORD HIGHWAY | DURHAM | NC | 27712 | PRESIDENT | 0 | 0 |
| VICTOR GORDON | ||||||
| 5828 OLD OXFORD HIGHWAY | DURHAM | NC | 27712 | VICE PRES | 0 | 0 |
| CATHY ABERNATHY | ||||||
| 5828 OLD OXFORD HGHWAY | DURHAM | NC | 27712 | SECRETARY | 0 | 0 |
| JAMES W PALMER | ||||||
| 5828 OLD OXFORD HIGHWAY | DURHAM | NC | 27712 | TREASURER | 0 | 0 |
| ANGIE BROWN | ||||||
| 5828 OLD OXFORD HIGHWAY | DURHAM | NC | 27712 | DIRECTOR | 0 | 0 |
| TODD DICKINSON | ||||||
| 5828 OLD OXFORD HIGHWAY | DURHAM | NC | 27712 | DIRECTOR | 0 | 0 |
| DR JERRY B GERSHENHORN | ||||||
| 5828 OLD OXFORD HIGHWAY | DURHAM | NC | 27712 | DIRECTOR | 0 | 0 |
| JEAN HAMILTON | ||||||
| 5828 OLD OXFORD HIGHWAY | DURHAM | NC | 27712 | DIRECTOR | 0 | 0 |
| DR GREGORY HICKS | ||||||
| 5828 OLD OXFORD HIGHWAY | DURHAM | NC | 27712 | DIRECTOR | 0 | 0 |
| BEVERLY J MCNEILL | ||||||
| 5828 OLD OXFORD HIGHWAY | DURHAM | NC | 27712 | DIRECTOR | 0 | 0 |
| GWYN RONSICK | ||||||
| 5828 OLD OXFORD HIGHWAY | DURHAM | NC | 27712 | DIRECTOR | 0 | 0 |
| DR BENJAMIN F SPELLER JR | ||||||
| 5828 OLD OXFORD HIGHWAY | DURHAM | NC | 27712 | DIRECTOR | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CATHY ABERNATHY | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3903 DARBY RD | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27707 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9194890394 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
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 | 14778 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16051 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11733 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10876 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10970 | CurrentTaxYear |
| Total | 64408 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 6295 | CurrentTaxYearMinus2Years |
| Current Tax Year | 14270 | CurrentTaxYear |
| Total | 20565 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 219 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 154 | CurrentTaxYearMinus3Years |
| Total | 373 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14997 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16205 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18028 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10876 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25240 | CurrentTaxYear |
| Total | 85346 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 85346 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2971 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4854 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11562 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9666 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8239 | CurrentTaxYear |
| Total | 37292 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2971 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4854 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11562 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9666 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8239 | CurrentTaxYear |
| Total | 37292 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17968 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21059 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29590 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20542 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33479 | CurrentTaxYear |
| Total | 122638 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.69590 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.72510 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.30000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.27000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Compensation Explanation CompensationExplanation
Compensation Compensation (12 entries)
| ROBERTA KUNZ |
| VICTOR GORDON |
| CATHY ABERNATHY |
| JAMES W PALMER |
| ANGIE BROWN |
| TODD DICKINSON |
| DR JERRY B GERSHENHORN |
| JEAN HAMILTON |
| DR GREGORY HICKS |
| BEVERLY J MCNEILL |
| GWYN RONSICK |
| DR BENJAMIN F SPELLER JR |