NATIONAL HUMANITIES CENTER: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL HUMANITIES CENTER (EIN 59-1735367)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202601359349302900
- Schema version
- 2024v5.5
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T08:15:28-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 ADVISORS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 RALEIGH ROAD 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 | 2024-07-01 | 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 | 9194060121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 TW ALEXANDER DRIVE | AddressLine1Txt |
| City | RESEARCH TRIANGLE PARK | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 277090152 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE SCHWARTZ | PersonNm |
| Person Title | VICE PRESIDENT, FINANCE/OPERATIONS | PersonTitleTxt |
| Phone | 9194060115 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEETRA B WATSON | PreparerPersonNm |
| PTIN | P00534544 | PTIN |
| Phone | 9199428700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSEPH SCHWARTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 TW ALEXANDER DRIVE | AddressLine1Txt |
| City | RESEARCH TRIANGLE PARK | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 277090152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,041,633 | 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 NHC PROMOTES ADVANCED STUDY OF THE HUMANITIES THROUGH 3 PROGRAMS FELLOWSHIP, EDUCATION, AND PUBLIC ENGAGEMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 37 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $44,987 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $43,761 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,534,079 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,763,341 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $489,880 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $421,843 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,819,101 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,376,039 | CYInvestmentIncomeAmt |
| PY Other Revenue | $51,892 | PYOtherRevenueAmt |
| CY Other Revenue | $2,069 | CYOtherRevenueAmt |
| PY Total Revenue | $5,894,952 | PYTotalRevenueAmt |
| CY Total Revenue | $9,563,292 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,927,842 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,770,494 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,536,830 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,250,906 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $125,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $494,117 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,801,296 | PYOtherExpensesAmt |
| CY Other Expenses | $1,894,960 | CYOtherExpensesAmt |
| PY Total Expenses | $7,390,968 | PYTotalExpensesAmt |
| CY Total Expenses | $6,916,360 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,496,016 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,646,932 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $91,105,664 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,848,452 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $640,481 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $806,526 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $90,465,183 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $96,041,926 | 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. MODEL PROGRAMS DEVELOPED AT THE CENTER PROVIDE TEACHERS AND FACULTY WITH NEW MATERIALS AND INSTRUCTIONAL STRATEGIES TO MAKE THEM MORE EFFECTIVE IN THE CLASSROOM AND REKINDLE THEIR ENTHUSIASM FOR THE SUBJECTS THEY TEACH. THROUGH PUBLIC ENGAGEMENT, IN THE FORM OF COMMUNITY LECTURES, PANEL DISCUSSIONS, SYMPOSIA, AND A RICH MULTI-MEDIA LIBRARY, 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 | $3,659,140 | ExpenseAmt |
| Grant | $1,595,331 | GrantAmt |
| Revenue | $326,743 | RevenueAmt |
| Desc | SCHOLARLY PROGRAMS - EACH YEAR, THE CENTER SELECTS 35 TO 40 FELLOWS (MID-CAREER, SENIOR, AND PROMISING EARLY-CAREER SCHOLARS) FROM HUNDREDS OF APPLICANTS WORLDWIDE. THE PROGRAM PROVIDES THESE SCHOLARS WITH TIME, FUNDING (STIPENDS & TRAVEL SUPPORT), RESOURCES (LIBRARY) AND A COLLABORATIVE ENVIRONMENT TO PURSUE ADVANCED RESEARCH AND WRITING IN THE HUMANITIES. SCHOLARS WORK PRIMARILY ON INDIVIDUAL RESEARCH PROJECTS WHILE PARTICIPATING IN SEMINARS, DISCUSSIONS, AND INTELLECTUAL EXCHANGE WITH OTHER FELLOWS. SINCE ITS FOUNDING IN 1978, THE PROGRAM HAS RESULTED IN THOUSANDS OF BOOKS, ARTICLES, AND OTHER SCHOLARLY PUBLICATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $782,445 | ExpenseAmt |
| Grant | $172,258 | GrantAmt |
| Revenue | $95,100 | RevenueAmt |
| Desc | EDUCATION THE EDUCATION PROGRAM IS DESIGNED TO STRENGTHEN HUMANITIES TEACHING AND LEARNING BY CONNECTING SCHOLARLY RESEARCH WITH CLASSROOM PRACTICE. THE PROGRAM PROVIDES PROFESSIONAL DEVELOPMENT, TEACHING RESOURCES, AND COLLABORATIVE LEARNING OPPORTUNITIES FOR EDUCATORS AT THE K12 AND COLLEGIATE LEVELS. THROUGH WEBINARS, ONLINE COURSES, INSTITUTES, AND DIGITAL RESOURCES, THE CENTER HELPS TEACHERS DEEPEN THEIR SUBJECT KNOWLEDGE AND ADOPT INNOVATIVE INSTRUCTIONAL STRATEGIES. THESE PROGRAMS OFTEN FEATURE LEADING HUMANITIES SCHOLARS AND ENCOURAGE EDUCATORS TO ENGAGE DIRECTLY WITH NEW RESEARCH AND PRIMARY SOURCES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,162,853 | ExpenseAmt |
| Grant | $2,905 | GrantAmt |
| Revenue | $2,069 | RevenueAmt |
| Desc | PUBLIC ENGAGEMENT - THE PUBLIC ENGAGEMENT PROGRAM CONNECTS HUMANITIES SCHOLARSHIP WITH BROADER PUBLIC AUDIENCES. ITS GOAL IS TO INCREASE PUBLIC UNDERSTANDING AND APPRECIATION OF THE HUMANITIES BY SHARING THE WORK AND IDEAS OF LEADING SCHOLARS BEYOND THE ACADEMIC COMMUNITY. THE PROGRAM ACCOMPLISHES THIS THROUGH PUBLIC LECTURES, PANEL DISCUSSIONS, CONFERENCES, PODCASTS, DIGITAL MEDIA, AND COMMUNITY EVENTS, AS WELL AS INITIATIVES SUCH AS HUMANITIES MOMENTS AND THE BEING HUMAN FESTIVAL. THESE ACTIVITIES INVITE AUDIENCES TO EXPLORE IMPORTANT CULTURAL, HISTORICAL, AND SOCIAL ISSUES THROUGH A HUMANITIES LENS AND TO ENGAGE DIRECTLY WITH SCHOLARS AND THEIR RESEARCH. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,604,438 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | 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 |
| IRP Document | 157 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 37 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | 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 |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH SCHWARTZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9194060115 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 TW ALEXANDER DR - PO BOX 12256 | AddressLine1Txt |
| City | RESEARCH TRIANGLE PARK | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 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 |
|---|---|---|---|---|---|---|---|
| DAVID BLACKBOURN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DANIELA BLEICHMAR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS M CAMPBELL | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| WILLO CAREY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM D COHAN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOY CONNOLLY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARGO DRAKOS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID FOLKENFLIK | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA HENDRICKSON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM C JORDAN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JANE O NEWMAN | |||||||
| 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 | ||
| JAMES RHEE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| HARRIET RITVO | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PETER J ROGERS JR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ANN WIERDA ROWLAND | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS J SCHERER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LISA SCHROEDER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOHN SHERER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOAN HINDE STEWART | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| HECTOR TOBAR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BEN VINSON III | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RAYMOND J WIACEK | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| YOLANDA Y WILSON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL WHITMORE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KAREN R LAWRENCE | |||||||
| SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| VINCENT LOVOI | |||||||
| TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| J PORTER DURHAM JR | |||||||
| CHAIR/INTERIM PRESIDENT (FROM JUNE 2024) | 0.50 | Yes (X) | $90,000 | $0 | $0 | Yes (X) | |
| RISHI JAITLY | |||||||
| INTERIM CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROBERT D NEWMAN | |||||||
| DIRECTOR AND PRESIDENT (THRU JUNE 2024) | 40.00 | Yes (X) | $509,237 | $0 | $88,538 | Yes (X) | |
| JOSEPH SCHWARTZ | |||||||
| CHIEF FINANCIAL OFFICER (FROM OCTOBER 2024) | 40.00 | $40,172 | $0 | $4,423 | Yes (X) | ||
| MARGO FRANCIS | |||||||
| CHIEF FINANCIAL OFFICER (THRU MARCH 2024) | 40.00 | $99,556 | $0 | $9,081 | Yes (X) | ||
| JOEL ELLIOTT | |||||||
| INFORMATION TECHNOLOGY COORDINATOR | 40.00 | $113,800 | $0 | $14,885 | Yes (X) | ||
| HEIDI CAMP | |||||||
| VP OF INSTITUTIONAL ADVANCEMENT | 40.00 | $186,938 | $0 | $61,555 | Yes (X) | ||
| DONALD SOLOMON | |||||||
| DIRECTOR OF COMMUNICATIONS | 40.00 | $100,798 | $0 | $33,971 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,140,501 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $212,453 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | 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 |
| All Other Contributions | $1,763,341 | AllOtherContributionsAmt |
| Noncash Contributions | $14,634 | NoncashContributionsAmt |
| Total Contributions | $1,763,341 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SUMMER RESIDENCIES | 611710 | $326,743 | $326,743 |
| TRAININGS AND PODCASTS | 611710 | $95,100 | $95,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $421,843 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,199,424 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $44,987 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,154,437 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,654,956 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,478,341 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,176,615 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,176,615 | TotalRevenueColumnAmt |
| Exclusion | $1,176,615 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,069 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,069 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,069 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,563,292 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $423,912 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $44,987 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,331,052 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,214,794 | TotalAmt |
| Program Services | $1,214,794 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,200 | TotalAmt |
| Program Services | $318,200 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,500 | TotalAmt |
| Program Services | $237,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $503,915 | TotalAmt |
| Program Services | $385,803 | ProgramServicesAmt |
| Management And General | $59,000 | ManagementAndGeneralAmt |
| Fundraising | $59,112 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,027,376 | TotalAmt |
| Program Services | $1,552,183 | ProgramServicesAmt |
| Management And General | $237,370 | ManagementAndGeneralAmt |
| Fundraising | $237,823 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,652 | TotalAmt |
| Program Services | $142,137 | ProgramServicesAmt |
| Management And General | $21,737 | ManagementAndGeneralAmt |
| Fundraising | $21,778 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,240 | TotalAmt |
| Program Services | $275,803 | ProgramServicesAmt |
| Management And General | $42,178 | ManagementAndGeneralAmt |
| Fundraising | $42,259 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,723 | TotalAmt |
| Program Services | $133,004 | ProgramServicesAmt |
| Management And General | $20,340 | ManagementAndGeneralAmt |
| Fundraising | $20,379 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,967 | TotalAmt |
| Program Services | $2,300 | ProgramServicesAmt |
| Management And General | $10,667 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $618,978 | TotalAmt |
| Program Services | $381,950 | ProgramServicesAmt |
| Management And General | $176,905 | ManagementAndGeneralAmt |
| Fundraising | $60,123 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,620 | TotalAmt |
| Program Services | $13,730 | ProgramServicesAmt |
| Management And General | $638 | ManagementAndGeneralAmt |
| Fundraising | $3,252 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,043 | TotalAmt |
| Program Services | $87,744 | ProgramServicesAmt |
| Management And General | $39,419 | ManagementAndGeneralAmt |
| Fundraising | $14,880 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,179 | TotalAmt |
| Program Services | $53,611 | ProgramServicesAmt |
| Management And General | $18,466 | ManagementAndGeneralAmt |
| Fundraising | $6,102 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,539 | TotalAmt |
| Program Services | $214,824 | ProgramServicesAmt |
| Management And General | $30,467 | ManagementAndGeneralAmt |
| Fundraising | $11,248 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,443 | TotalAmt |
| Program Services | $342,756 | ProgramServicesAmt |
| Management And General | $4,783 | ManagementAndGeneralAmt |
| Fundraising | $5,904 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,409 | TotalAmt |
| Management And General | $78,409 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,969 | TotalAmt |
| Program Services | $181,233 | ProgramServicesAmt |
| Management And General | $21,197 | ManagementAndGeneralAmt |
| Fundraising | $9,539 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,418 | TotalAmt |
| Management And General | $31,418 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DINING | $50,469 | $49,940 | $250 | $279 |
| EQUIPMENT RENTAL AND MA | $20,170 | $20,170 | ||
| RELOCATION EXPENSE | $7,424 | $7,424 | ||
| RECRUITMENT AND SELECTI | $6,921 | $6,336 | $391 | $194 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,411 | TotalAmt |
| Program Services | $3,166 | ProgramServicesAmt |
| Management And General | $4,000 | ManagementAndGeneralAmt |
| Fundraising | $1,245 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,916,360 | TotalAmt |
| Program Services | $5,604,438 | ProgramServicesAmt |
| Management And General | $817,805 | ManagementAndGeneralAmt |
| Fundraising | $494,117 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,064,130 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $10,567,554 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $771,490 | BOYAmt |
| EOY | $547,219 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,806 | BOYAmt |
| EOY | $19,787 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,151 | BOYAmt |
| EOY | $62,448 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,463,962 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,545,135 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,854,974 | BOYAmt |
| EOY | $1,918,827 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,046,696 | BOYAmt |
| EOY | $6,981,447 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,310,417 | BOYAmt |
| EOY | $76,704,811 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $46,359 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,105,664 | BOYAmt |
| EOY | $96,848,452 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,881 | BOYAmt |
| EOY | $495,262 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,600 | BOYAmt |
| EOY | $264,905 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $46,359 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $640,481 | BOYAmt |
| EOY | $806,526 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,969,445 | BOYAmt |
| EOY | $1,837,922 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,495,738 | BOYAmt |
| EOY | $94,204,004 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,465,183 | BOYAmt |
| EOY | $96,041,926 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,105,664 | BOYAmt |
| EOY | $96,848,452 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,646,932 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,013,759 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$83,948 | 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 | $2,411,832 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,509,013 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,125,541 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,534,079 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,763,341 | CurrentTaxYearAmt |
| Total | $9,343,806 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,411,832 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,509,013 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,125,541 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,534,079 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,763,341 | CurrentTaxYearAmt |
| Total | $9,343,806 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $9,343,806 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,152,493 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,192,434 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,174,754 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,817,764 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,199,424 | CurrentTaxYearAmt |
| Total | $27,536,869 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $282,777 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $437,174 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,023 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,892 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,069 | CurrentTaxYearAmt |
| Total | $781,935 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $37,662,610 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,522,801 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.24810 | PublicSupportCY170Pct |
| Public Support PY170 | 0.28960 | 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 OFUNIVERSITIES AND BUSINESSES ACROSS THE UNITED STATES.2. THE ANNUAL FELLOWSHIP PROGRAM ALSO DRAWS CANDIDATES FROM EVERY AREA OF THE NATION.3. THE CENTER SPONSORS CONFERENCES, EXHIBITS, PODCASTS, WEBINARS, AND PUBLIC LECTURES.4. 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 PROGRAM INCOME - 2020 AMOUNT: $ 282,777. 2021 AMOUNT: $ 437,174. 2022 AMOUNT: $ 8,023. 2023 AMOUNT: $ 51,892. 2024 AMOUNT: $ 2,069. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $87,331,170 | BeginningYearBalanceAmt |
| Contributions | $27,000 | ContributionsAmt |
| Investment Earnings Or Losses | $10,371,089 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,770,494 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,756,581 | OtherExpendituresAmt |
| End Year Balance | $93,202,182 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,265,917 | BeginningYearBalanceAmt |
| Contributions | $62,958 | ContributionsAmt |
| Investment Earnings Or Losses | $11,604,622 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,927,842 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,674,485 | OtherExpendituresAmt |
| End Year Balance | $87,331,170 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,258,451 | BeginningYearBalanceAmt |
| Contributions | $219,783 | ContributionsAmt |
| Investment Earnings Or Losses | $8,144,683 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,810,373 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,546,627 | OtherExpendituresAmt |
| End Year Balance | $80,265,917 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,757,647 | BeginningYearBalanceAmt |
| Contributions | $260,218 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,699,414 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,662,950 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,397,050 | OtherExpendituresAmt |
| End Year Balance | $76,258,451 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,737,831 | BeginningYearBalanceAmt |
| Contributions | $230,500 | ContributionsAmt |
| Investment Earnings Or Losses | $21,359,316 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,459,514 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,110,486 | OtherExpendituresAmt |
| End Year Balance | $91,757,647 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.41110 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.58890 | 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 | $3,251,064 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,558,306 | DepreciationAmt |
| Book Value | $1,692,758 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,660,166 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,448,988 | DepreciationAmt |
| Book Value | $211,178 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $348,242 | OtherCostOrOtherBasisAmt |
| Depreciation | $333,351 | DepreciationAmt |
| Book Value | $14,891 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,918,827 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| TIFF CENTERSTONE FUNDS | $53,439,058 | F |
| TIFF KEYSTONE FUNDS | $23,265,753 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $76,704,811 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITY, CURRENT PORTION | $9,844 |
| OPERATING LEASE LIABILITY, NON-CURRENT PORTION | $36,515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $46,359 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $12,577,051 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,013,759 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,013,759 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,563,292 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,563,292 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,000,308 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $83,948 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $83,948 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,916,360 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,916,360 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 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 XII, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBT EXPENSES 83,948. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANTMAKING | FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. | $134,000 |
| EUROPE | 0 | 0 | GRANTMAKING | FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. | $103,500 |
| 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 | $237,500 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $237,500 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Purpose Of Grant | FELLOWSHIP STIPENDS | PurposeOfGrantTxt |
| Cash Grant | $56,500 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| FELLOWSHIP STIPENDS | CENTRAL AMERICA AND THE CARIBBEAN | 3 | $134,000 | CHECK |
| FELLOWSHIP STIPENDS | EUROPE | 2 | $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 NOT PAID UNTIL THE FELLOW IS IN THE US COMPLETING THE TERMS OF THE FELLOWSHIP. |
| 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 (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| CORNELL UNIVERSITY | ||||||||
| 410 THURSTON AVE | ITHACA | NY | 14850 | 150532082 | 501(C)(3) | $80,000 | $0 | FELLOWSHIP STIPENDS |
| DUKE UNIVERSITY | ||||||||
| 2200 WEST MAIN STREET | DURHAM | NC | 27705 | 560532129 | 501(C)(3) | $103,500 | $0 | FELLOWSHIP STIPENDS |
| FLORIDA STATE UNIVERSITY | ||||||||
| 600 W COLLEGE AVE | TALLAHASSEE | FL | 32306 | 593211153 | 501(C)(3) | $54,000 | $0 | FELLOWSHIP STIPENDS |
| INDIANA UNIVERSITY BLOOMINGTON | ||||||||
| 107 S INDIANA AVE | BLOOMINGTON | IN | 47405 | 356001673 | 501(C)(3) | $51,000 | $0 | FELLOWSHIP STIPENDS |
| NORTH CAROLINA STATE UNIVERSITY | ||||||||
| 1021 MAIN CAMPUS DR | RALEIGH | NC | 27695 | 566000756 | 501(C)(3) | $55,000 | $0 | FELLOWSHIP STIPENDS |
| ST MARY'S COLLEGE OF MARYLAND | ||||||||
| 47645 COLLEGE DR | ST MARYS CITY | MD | 20686 | 526002083 | 501(C)(3) | $59,511 | $0 | FELLOWSHIP STIPENDS |
| UNIVERSITY OF CALIFORNIA SANTA CRUZ | ||||||||
| 1156 HIGH ST | SANTA CRUZ | CA | 95064 | 941539563 | 501(C)(3) | $40,000 | $0 | FELLOWSHIP STIPENDS |
| UNIVERSITY OF NEVADA RENO | ||||||||
| 1664 N VIRGINIA ST | RENO | NV | 89557 | 886000024 | 501(C)(3) | $57,500 | $0 | FELLOWSHIP STIPENDS |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||
| 174 COUNTRY CLUB ROAD | CHAPEL HILL | NC | 27599 | 566001393 | 501(C)(3) | $75,000 | $0 | FELLOWSHIP STIPENDS |
| VANDERBILT UNIVERSITY | ||||||||
| 2201 WEST END AVE | NASHVILLE | TN | 37235 | 620476822 | 501(C)(3) | $60,500 | $0 | FELLOWSHIP STIPENDS |
| YALE UNIVERSITY | ||||||||
| PO BOX 208230 | NEW HAVEN | CT | 06520 | 060646973 | 501(C)(3) | $40,000 | $0 | FELLOWSHIP STIPENDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FELLOWSHIP STIPENDS | 8 | $303,000 |
| HONORARIUMS | 3 | $15,200 |
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 (2 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 (THRU JUNE 20 | $509,237 | $0 | $0 | $0 | $0 | $0 | $67,160 | $0 | $21,378 | $0 | $597,775 | $0 | $0 | $0 |
| HEIDI CAMP | ||||||||||||||
| VP OF INSTITUTIONAL ADVANCEMENT | $186,938 | $0 | $0 | $0 | $0 | $0 | $24,875 | $0 | $36,680 | $0 | $248,493 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT FORM 990 IS INITIALLY REVIEWED BY THE CHIEF FINANCIAL OFFICER, WHO IS A CPA. THE CFO WILL REVIEW THIS INFORMATION WITH THE AUDIT COMMITTEE AFTER WHICH THE DRAFT FORM 990 IS PRESENTED TO THE FULL BOARD OF DIRECTORS. THE BOARD WILL MAKE FINAL APPROVAL ON THE 990 AFTER WHICH IT IS SIGNED AND FILED. |
| 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 SIGN THIS CONFLICT OF INTEREST POLICY AND DISCLOSE ANY INTEREST THAT COULD GIVE RISE TO CONFLICT. THESE INTERESTS, IF APPLICABLE, ARE DISCUSSED DURING BOARD MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR STAFF IS APPROVED BY THE EXECUTIVE DIRECTOR IN CONSULTATION WITH THE CFO AS PART OF THE ANNUAL PERFORMANCE EVALUATION AND BUDGET CONSTRUCT. COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DISCUSSED AND APPROVED BY THE BOARD CHAIR AND EXECUTIVE 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 VII, SECTION A: | J. PORTER DURHAM SERVED AS CHAIR OF THE BOARD THROUGH JUNE 2024. BEGINNING JULY 2024, HE SERVED AS INTERIM PRESIDENT AS AN INDEPENDENT CONTRACTOR. |
| FORM 990, PART XI, LINE 9: | BAD DEBT EXPENSE -83,948. |
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