Totals
- Total revenue
- $439,191
- Total expenses
- $147,629
- Contributions and grants received
- $380,264
- Grants paid
- $0
- Program service revenue
- $4,006
- Investment income
- $52,738
- Other revenue
- $2,183
- Total assets, end of year
- $1,017,069
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $1,017,069
- Program services expenses (Part IX)
- $138,063
- Management and general expenses
- $9,566
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $138,063
Program services were 93.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$62
-
1e · Government grants (contributions)
$250,000
-
1f · All other contributions, gifts and grants
$130,202
-
2a · Program service revenue: MANSION EDUCATION PROGRAM
total $3,200 · related or exempt $3,200
-
2b · Program service revenue: HALL POST CARD SALES
total $806 · related or exempt $806
-
3 · Investment income
total $52,738 · related or exempt $52,738
-
10a · Gross sales of inventory
$13,101
-
10b · Cost of goods sold
$5,232
-
10c · Net income from sales of inventory
total $7,869 · related or exempt $7,869
-
11a · Other revenue: TAX REIMBURSEMENT
total $2,258 · related or exempt $2,258
-
11b · Other revenue: REIMBURSED EXPENSES
total $88 · related or exempt $88
-
11c · Other revenue: UNREALIZED LOSS ON INVESTMENT
total -$8,032 · related or exempt -$8,032
-
11e · Other revenue, total
-$5,686
Functional expenses
Part IX, the statement of functional expenses.
-
11c · Fees: accounting
total $5,136 · management and general $5,136
-
13 · Office expenses
total $2,997 · program services $1,564 · management and general $1,433
-
19 · Conferences, conventions and meetings
total $10,953 · program services $10,953
-
23 · Insurance
total $1,294 · management and general $1,294
-
24a · Other expenses: DNCR MOA 2024
total $62,321 · program services $62,321
-
24b · Other expenses: OYSTER ROAST 2024
total $43,612 · program services $43,612
-
24c · Other expenses: CAPITOL 2021 PROJECT
total $6,142 · program services $6,142
-
24d · Other expenses: HOLIDAY PROGRAMS
total $4,346 · program services $4,346
-
24e · All other expenses
total $10,828 · program services $9,125 · management and general $1,703
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3 · end of year $39
-
2 · Savings and temporary cash investments
beginning of year $53,274 · end of year $147,053
-
8 · Inventories for sale or use
beginning of year $18,245 · end of year $17,861
-
11 · Investments: publicly traded securities
beginning of year $653,985 · end of year $852,116
-
27 · Net assets without donor restrictions
beginning of year $637,968 · end of year $711,995
-
28 · Net assets with donor restrictions
beginning of year $87,539 · end of year $305,074
Mission and programs · 2024
Mission
TO ASSIST THE STATE OF NORTH CAROLINA TO MAINTAIN, PRESERVE, FURNISH, EQUIP, EXHIBIT AND INTERPRET TO THE PUBLIC THE NORTH CAROLINA STATE CAPITOL AND UNION SQUARE ON WHICH IT STANDS.
-
TO SUPPORT NORTH CAROLINA IN ITS MISSION TO FURTHER EDUCATIONAL OPPORTUNITIES AT THE CAPITOL AND TO ENCOURAGE THE CONTINUAL RESTORATION AND INTERPRETATION OF THIS MOST IMPORTANT CIVIC BUILDING. BY RAISING BOTH AWARENESS AND FUNDS, THE FOUNDATION CONTINUES TO TRANSFORM THE STATE CAPITOL SITE INTO AN EXPERIENCE THAT WILL EDUCATE AND INSPIRE GENERATIONS TO COME.
Expenses $138,063 · Revenue $4,006
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Charles MontgomeryCHARLES MONTGOMERY
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0
-
Kevin LeonardKEVIN LEONARD
FIRST VP
- Total calculated
- $0
- Hours/week
- 0
-
Chancy McLean KappCHANCY MCLEAN KAPP
TREASURER
- Total calculated
- $0
- Hours/week
- 0
-
Edward DavisEDWARD DAVIS
SECOND VP
- Total calculated
- $0
- Hours/week
- 0
-
Katie CashionKATIE CASHION
IMMEDIATE PA
- Total calculated
- $0
- Hours/week
- 0
-
Julia GarrisonJULIA GARRISON
SECRETARY
- Total calculated
- $0
- Hours/week
- 0
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 26 December 2025
- IRS schema version
- 2024v5.0
- Source object
- 202513579349301311
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.