Totals
- Total revenue
- $289,718
- Total expenses
- $295,459
- Contributions and grants received
- $32,540
- Grants paid
- $154,066
- Program service revenue
- $13,011
- Investment income
- $244,167
- Other revenue
- $0
- Total assets, end of year
- $5,857,961
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $5,857,961
- Program services expenses (Part IX)
- $233,538
- Management and general expenses
- $59,700
- Fundraising expenses
- $2,221
- Program service expenses (Part III)
- $233,538
Program services were 79.0% 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.
-
1f · All other contributions, gifts and grants
$32,540
-
2a · Program service revenue: ANNUAL MEETING
total $12,900 · related or exempt $12,900
-
2b · Program service revenue: PUBLICATION SALES & ROYALTIES
total $111 · related or exempt $111
-
3 · Investment income
total $967 · excluded $967
-
7a · Gross sales of assets other than inventory
other assets $243,200
-
7c · Gain or loss
other assets $243,200
-
7d · Net gain or loss
total $243,200 · excluded $243,200
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $126,066 · program services $126,066
-
2 · Grants to domestic individuals
total $28,000 · program services $28,000
-
5 · Compensation of officers, directors and key employees
total $58,959 · program services $23,584 · management and general $34,196 · fundraising $1,179
-
11c · Fees: accounting
total $14,600 · management and general $14,600
-
13 · Office expenses
total $9,152 · program services $4,984 · management and general $3,126 · fundraising $1,042
-
14 · Information technology
total $360 · program services $360
-
19 · Conferences, conventions and meetings
total $31,317 · program services $31,317
-
23 · Insurance
total $1,193 · management and general $1,193
-
24a · Other expenses: STRATEGIC PLANNING
total $11,033 · program services $5,000 · management and general $6,033
-
24b · Other expenses: ANNUAL REPORT
total $6,900 · program services $6,348 · management and general $552
-
24c · Other expenses: IMPRINT
total $6,801 · program services $6,801
-
24d · Other expenses: BOOK AWARD EXPENSES
total $819 · program services $819
-
24e · All other expenses
total $259 · program services $259
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $24,981 · end of year $227,543
-
2 · Savings and temporary cash investments
beginning of year $229,024 · end of year $11,784
-
12 · Investments: other securities
beginning of year $5,199,980 · end of year $5,618,634
-
27 · Net assets without donor restrictions
beginning of year $4,316,803 · end of year $4,679,579
-
28 · Net assets with donor restrictions
beginning of year $1,137,182 · end of year $1,178,382
Mission and programs · 2023
Mission
TO PROMOTE INTEREST IN, KNOWLEDGE OF, AND APPRECIATION FOR NORTH CAROLINA HISTORY AND CULTURE THROUGH HISTORICAL PRESERVATION, LIBRARY SERVICE, AND PERPETUATION OF STATE LITERARY AND CULTURAL HERITAGE.
Activities or mission (Part I)
HISTORICAL PRESERVATION, LIBRARY SERVICE, AND PERPETUATION OF STATE LITERARY AND CULTURAL HERITAGE.
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $103,432 · Grants $86,066
-
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, 2024, THE NORTH CAROLINIANA SOCIETY AWARDED SEVEN (7) ARCHIE K. DAVIS FELLOWSHIPS.
Expenses $31,476 · Grants $28,000
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $43,476 · Grants $40,000
-
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 $55,154 · Revenue $13,011
As filed on the 2023 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
-
Copie CainCOPIE CAIN
EXECUTIVE DI
- Total calculated
- $58,959
- From this org
- $58,959
- From related orgs
- $0
- Other
- $0
- Hours/week
- 16
-
Bland SimpsonBLAND SIMPSON
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2.5
-
Alice R CottenALICE R COTTEN
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
Terry RobertsTERRY ROBERTS
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
Patrick S WootenPATRICK S WOOTEN
SECRETARY/TR
- Total calculated
- $0
- Hours/week
- 2
-
Margaret D BauerMARGARET D BAUER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David S CecelskiDAVID S CECELSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kevin CherryKEVIN CHERRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tom EarnhardtTOM EARNHARDT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Georgann EubanksGEORGANN EUBANKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Emily Williamson GangiEMILY WILLIAMSON GANGI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rebecca GodwinREBECCA GODWIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anna R HayesANNA R HAYES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Eric JohnsonERIC JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Leslie Dula McKessonLESLIE DULA MCKESSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
C Edward Teague IIIC EDWARD TEAGUE III
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas E Terrell JrTHOMAS E TERRELL JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike WileyMIKE WILEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James W Clark JrJAMES W CLARK JR
FORMER PRESI
- Total calculated
- $0
- Hours/week
- 2.5
-
Jeffrey J CrowJEFFREY J CROW
FORMER DIREC
- Total calculated
- $0
- Hours/week
- 1
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
-
$40,000
EDUCATION & HISTORY
-
$31,166
EDUCATION & HISTORY
-
NC DEPT CULT NAT RES
$20,000
EDUCATION & HISTORY
-
$19,900
EDUCATION & HISTORY
-
FEDERATION OF NC HISTORICAL SOC
$15,000
EDUCATION & HISTORY
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 31 October 2024
- IRS schema version
- 2023v5.0
- Source object
- 202443109349301459
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