Form 990 for tax year 2022

Totals

Total revenue

$269,123

Total expenses

$279,770

Contributions and grants received

$32,646

Grants paid

$181,514

Program service revenue

$8,109

Investment income

$228,368

Other revenue

$0

Total assets, end of year

$5,453,985

Total liabilities, end of year

$0

Net assets or fund balances, end of year

$5,453,985

Program services expenses (Part IX)

$237,133

Management and general expenses

$40,372

Fundraising expenses

$2,265

Program service expenses (Part III)

$237,133

Program services were 84.8% 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.

Mission and programs · 2022

• Withheld by Nonprofiteer: this text may name a private individual.

  Expenses $149,067 · Grants $116,564 · Revenue $8,109

• ARCHIE K. DAVIS FELLOWSHIPS ASSISTED SCHOLARS WITH TRAVEL TO NORTH CAROLINA'S HISTORICAL RESOURCES, THUS PROMOTING RESEARCH AND STUDY IN THE HISTORY AND CULTURE OF NORTH CAROLINA. SCHOLARS SEEK ACCESS TO MANUSCRIPTS AND OTHER ORIGINAL SOURCE MATERIALS AVAILABLE IN LIBRARIES AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL, DUKE UNIVERSITY, AND NC STATE UNIVERSITY, AND MANUSCRIPT COLLECTIONS OF THE NC DEPARTMENT OF NATURAL AND CULTURAL RESOURCES, DIVISION OF ARCHIVES AND HISTORY. FOR YEAR ENDED JUNE 30, 2023, THE NORTH CAROLINIANA SOCIETY AWARDED FOUR (4) ARCHIE K. DAVIS FELLOWSHIPS.

  Expenses $17,119 · Grants $15,000

• IN 2016, COMMITTED TO SUPPORTING OUR STATE'S K-12 TEACHERS, THE SOCIETY AND CAROLINA K-12, A PROGRAM OF CAROLINA PUBLIC HUMANITIES AT UNC-CH, DEVELOPED THE WILLIAM FRIDAY TEACHER EDUCATION INITIATIVE. THE GOAL OF THIS NOW WIDELY ACCLAIMED INITIATIVE IS TO EQUALLY EDUCATE AND APPRECIATE OUR STATE'S HARD-WORKING EDUCATORS THROUGH FREE, QUALITY PROFESSIONAL DEVELOPMENT EVENTS, TEACHER RETREATS, AND RESOURCES. ASPECTS OF THIS IMPACT INITIATIVE INCLUDE: THE WILLIAM FRIDAY VIRTUAL EDUCATION SERIES: UNDERSTANDING THAT EDUCATORS STILL NEEDED ACCESS TO QUALITY CONTINUING EDUCATION IN NORTH CAROLINA HISTORY, EVEN DURING THE TIME OF COVID-19, THE NORTH CAROLINIANA SOCIETY AND CAROLINA K-12 LAUNCHED A VIRTUAL EDUCATION SERIES IN THE FALL OF 2020. THESE ONE-TWO HOUR ONLINE EVENTS ELEVATE ASPECTS OF NORTH CAROLINA'S HISTORY, PEOPLE, EVENTS, CULTURE, AND MORE, WHILE FEATURING PROMINENT SCHOLARS, ARTISTS, AUTHORS, EDUCATORS, AND OTHER PROFESSIONALS. PROGRAM RECORDINGS ARE FORMATTED, EDITED, AND PAIRED WITH READINGS AND LESSON PLANS, THEN POSTED ONLINE AS VIRTUAL MODULES TEACHERS CAN REVIEW AND EARN CEU CREDITS FOR COMPLETING. ANNUAL WILLIAM FRIDAY TEACHER RETREATS: THESE UNIQUE RETREATS PROVIDE K-12 TEACHERS WITH THREE DYNAMIC DAYS TO LEARN ABOUT NORTH CAROLINA'S CAPTIVATING HISTORY, LITERATURE, AND CULTURE IN AN ACADEMIC, PROFESSIONAL, AND CELEBRATORY RETREAT ATMOSPHERE. EACH AGENDA STRATEGICALLY INTEGRATES: PRESENTATIONS ON COMPELLING TOPICS FROM NORTH CAROLINA HISTORY, LITERATURE, CULTURE, CURRENT EVENTS, AND MORE, FROM ENGAGING SCHOLARS, AUTHORS & PERFORMERS IN ORDER TO DEEPEN PARTICIPANT'S CONTENT KNOWLEDGE INTERACTIVE EXPLORATION OF INNOVATIVE TEACHING STRATEGIES AND COORDINATING LESSON PLANS TO HELP TEACHERS TRANSLATE WHAT THEY LEARN TO THEIR K-12 STUDENTS IMMERSIVE EXPERIENCES (TOURS, MUSEUM VISITS, PERFORMANCES, ETC.) THAT CONNECT TO PROGRAM THEMES EXPLORATION OF PRIMARY SOURCES AND ONLINE RESOURCES FROM UNC-CHAPEL HILL LIBRARIES, SUCH AS WILSON LIBRARY'S NORTH CAROLINA COLLECTION TIME FOR DISCUSSION AND COLLABORATION AMONG ATTENDING TEACHERS, A RARITY IN THE HECTIC SCHEDULES OF EDUCATORS, BUT CRUCIAL FOR FORGING A NETWORK OF TEACHER SUPPORT AROUND THE STATE CONSTANT AFFIRMATION AND APPRECIATION OF ATTENDING TEACHERS AND THE CHALLENGES THEY FACE THE SOCIETY CONTINUED ITS SUPPORT OF THE WILLIAM FRIDAY TEACHER EDUCATION INITIATIVE, CONTRIBUTING 49,950 TO CAROLINA PUBLIC HUMANITIES AS PART OF THEIR CONTINUOUS COMMITMENT TO PROVIDE SUPPORT TO NORTH CAROLINA STUDENTS AND TEACHERS. WITH THIS YEAR'S SUPPORT THE SOCIETY PARTNERED WITH CAROLINA K12 TO SPONSOR FOUR EVENTS. IN ONE OF THE MOST MEMORABLE WILLIAM FRIDAY RETREATS TO DATE, 38 TEACHERS FROM 20 COUNTIES AROUND THE STATE WERE IMMERSED IN THE IDYLLIC COASTAL TOWN OF BEAUFORT, NC, AS WELL AS THE ADJACENT HARKERS ISLAND AND CAPE LOOKOUT NATIONAL SEASHORE, IN JUNE 2023. PART CONTENT KNOWLEDGE DEVELOPMENT, PART PEDAGOGY & RESOURCES, AND PART EXPERIENTIAL ADVENTURES, PARTICIPANTS WERE ENGAGED BY CAPTIVATING LOCAL HISTORY, PRESERVATION, MARITIME CULTURE, AND TRUE "DOWN EAST" HERITAGE WITH INCREDIBLE PRESENTERS SUCH AS DAVID CECELSKI, BLAND AND ANN SIMPSON, AND KAREN AMSPACHER AND BARBARA GARRITY- BLAKE (AUTHORS OF LIVING AT THE WATER'S EDGE.) THEY PARTICIPATED IN ADVENTURES ON AND OFF LAND, INCLUDING A HISTORICAL TOUR ABOARD THE BEAUFORT HISTORICAL ASSOCIATIONS' DOUBLE-DECKER BUS, TIME AT THE CORE SOUND MUSEUM ON HARKERS ISLAND (INCLUDING A "FAMILY SUPPER" PREPARED BY LOCALS), A PRIVATE TOUR OF CAPE LOOKOUT'S STUNNING NATURAL FEATURES, AS WELL AS A SUNSET SAIL ALONG THE RACHEL CARSON RESERVE. ADDITIONAL EVENTS OFFERED AS PART OF THE WILLIAM FRIDAY EDUCATION INITIATIVE PROVIDED BALANCED CONTENT AND BEST-PRACTICES FOR HELPING TEACHERS ENGAGE WITH LESS KNOWN NORTH CAROLINA NARRATIVES, POSITIONED IN SUCH A WAY THAT CRITICAL THEMES OF RESILIENCE AND HOPE ARE ELEVATED. PERHAPS THE MOST HEARTENING EXAMPLE OF THIS WORK IS THE VISIT OF AUTHORS (AND UNC-CH ALUM) ALI KAMANDA & JORGE REDMOND, WHO CREATED A LYRICAL, RHYTHMIC, AND INSPIRATIONAL CHILDREN'S BOOK IN "BLACK BOY, BLACK BOY." THE JOYFUL TEXT ENCOURAGES YOUNG READERS TO IMAGINE EVERYTHING THEY CAN BE AND THE GREAT THINGS THEY CAN DO, DRAWING ON THE STRENGTH OF SOME OF THE BLACK MEN IN HISTORY WHO HAVE HELPED PAVE THE WAY. OUR FEBRUARY 2023 EVENT INCLUDED THE AUTHORS VISITING TWO DURHAM SCHOOLS, WHERE THEY INSPIRED OVER 200 STUDENTS. THAT EVENING, THEY SPOKE TO IN PERSON AND VIRTUAL ATTENDEES REGARDING THE CREATION OF THE BOOK, ITS THEMES AND HISTORY, AS WELL AS HOW TEACHERS CAN NAVIGATE TODAY'S COMPLEX CLASSROOMS. ALL TEACHERS IN ATTENDANCE RECEIVED A COPY OF THE BOOK AND ACCOMPANYING LESSONS. TO DATE, 340 PUBLIC SCHOOL TEACHERS FROM 81 NC COUNTIES HAVE PARTICIPATED IN THE ANNUAL WILLIAM FRIDAY TEACHER RETREATS. THESE TEACHERS WILL REACH A MINIMUM OF 47,600 K-12 STUDENTS EACH SCHOOL YEAR. SINCE 2022, AN ADDITIONAL 670 NORTH CAROLININIANS HAVE BEEN REACHED THROUGH OTHER EVENTS SPONSORED BY THE SOCIETY IN PARTNERSHIP WITH CAROLINA K-12.

  Expenses $52,069 · Grants $49,950

• NORTH CAROLINIANA SOCIETY PUBLISHED AN IMPRINT AND AN ANNUAL REPORT; PRESENTED THE ANNUAL NORTH CAROLINIANA SOCIETY AWARD, NORTH CAROLINIANA SOCIETY BOOK AWARD AND WILLIAM STEVENS POWELL AWARD.

  Expenses $18,878

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

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

• NORTH CAROLINA COLLECTION

  $94,064

  EDUCATION & HISTORY

• CAROLINA PUBLIC HUMANITIES

  $49,950

  EDUCATION & HISTORY

• FEDERATION OF NC HISTORICAL SOC

  $15,000

  EDUCATION & HISTORY

• NC DEPT CULT NAT RES

  $7,500

  EDUCATION & HISTORY

Provenance

Return type

form_990

Tax year

2022

Filed

31 October 2023

IRS schema version

2022v5.0

Source object

202323049349301297

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