Civic Intelligence

The North Caroliniana Society

EIN 56-1119848 • 501(c)3 • Raleigh, NC

Profile

To promote interest in, knowledge of, and appreciation for north carolina's history and culture through historical preservation, library service, and perpetuation of state literary and cultural heritagee.

PO Box 20632Raleigh, NC 27619

www.ncsociety.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

27th percentile

$54,247

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

59th percentile

7.1%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

69th percentile

21%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$6,273,364

Up $415,403 (+7.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$6,273,364

Up $415,403 (+7.1%) from 2024

Revenue

Up

$349,896

Up $60,178 (+21%) from 2024

Expenses

Down

$277,874

Down $17,585 (-6.0%) from 2024

Net Income

Up

$72,022

Up $77,763 (+1355%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,824,852Liabilities 2011: $0Net Assets 2011: $1,824,8522011Assets 2012: $2,254,561Liabilities 2012: $0Net Assets 2012: $2,254,5612012Assets 2013: $2,590,226Liabilities 2013: $0Net Assets 2013: $2,590,2262013Assets 2014: $2,841,029Liabilities 2014: $0Net Assets 2014: $2,841,0292014Assets 2015: $2,972,425Liabilities 2015: $0Net Assets 2015: $2,972,4252015Assets 2016: $3,229,903Liabilities 2016: $0Net Assets 2016: $3,229,9032016Assets 2017: $3,371,528Liabilities 2017: $0Net Assets 2017: $3,371,5282017Assets 2018: $3,665,647Liabilities 2018: $0Net Assets 2018: $3,665,6472018Assets 2019: $3,601,181Liabilities 2019: $0Net Assets 2019: $3,601,1812019Assets 2020: $4,134,730Liabilities 2020: $0Net Assets 2020: $4,134,7302020Assets 2021: $5,693,248Liabilities 2021: $0Net Assets 2021: $5,693,2482021Assets 2022: $5,712,568Liabilities 2022: $0Net Assets 2022: $5,712,5682022Assets 2023: $5,453,985Liabilities 2023: $0Net Assets 2023: $5,453,9852023Assets 2024: $5,857,961Liabilities 2024: $0Net Assets 2024: $5,857,9612024Assets 2025: $6,273,364Liabilities 2025: $0Net Assets 2025: $6,273,3642025

Highlighted filing

2025

Assets$6,273,364
Liabilities$0
Net Assets$6,273,364

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $148,123Expenses 2011: $78,620Net Income 2011: $69,5032011Revenue 2012: $498,603Expenses 2012: $68,894Net Income 2012: $429,7092012Revenue 2013: $384,700Expenses 2013: $126,952Net Income 2013: $257,7482013Revenue 2014: $193,181Expenses 2014: $97,403Net Income 2014: $95,7782014Revenue 2015: $215,371Expenses 2015: $83,974Net Income 2015: $131,3972015Revenue 2016: $102,628Expenses 2016: $184,826Net Income 2016: -$82,1982016Revenue 2017: $47,025Expenses 2017: $80,964Net Income 2017: -$33,9392017Revenue 2018: $218,391Expenses 2018: $163,587Net Income 2018: $54,8042018Revenue 2019: $307,389Expenses 2019: $345,932Net Income 2019: -$38,5432019Revenue 2020: $1,018,266Expenses 2020: $364,024Net Income 2020: $654,2422020Revenue 2021: $410,338Expenses 2021: $206,036Net Income 2021: $204,3022021Revenue 2022: $261,311Expenses 2022: $269,293Net Income 2022: -$7,9822022Revenue 2023: $269,123Expenses 2023: $279,770Net Income 2023: -$10,6472023Revenue 2024: $289,718Expenses 2024: $295,459Net Income 2024: -$5,7412024Revenue 2025: $349,896Expenses 2025: $277,874Net Income 2025: $72,0222025

Highlighted filing

2025

Revenue$349,896
Expenses$277,874
Net Income$72,022

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.27$0.00$6.27$0.35$0.28$0.07
2024Summary only. Only limited summary data is available for this year.$5.86$0.00$5.86$0.29$0.30$0.01
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.45$0.00$5.45$0.27$0.28$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.71$0.00$5.71$0.26$0.27$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.69$0.00$5.69$0.41$0.21$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$0.00$4.13$1.02$0.36$0.65
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$0.00$3.60$0.31$0.35$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$0.00$3.67$0.22$0.16$0.05
2017Summary only. Only limited summary data is available for this year.$3.37$0.00$3.37$0.05$0.08$0.03
2016Summary only. Only limited summary data is available for this year.$3.23$0.00$3.23$0.10$0.18$0.08
2015Summary only. Only limited summary data is available for this year.$2.97$0.00$2.97$0.22$0.08$0.13
2014Summary only. Only limited summary data is available for this year.$2.84$0.00$2.84$0.19$0.10$0.10
2013Summary only. Only limited summary data is available for this year.$2.59$0.00$2.59$0.38$0.13$0.26
2012Summary only. Only limited summary data is available for this year.$2.25$0.00$2.25$0.50$0.07$0.43
2011Summary only. Only limited summary data is available for this year.$1.82$0.00$1.82$0.15$0.08$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 30, 2025
Return Version
2024v5.0
Gross Receipts
$349,896
Mission and Program Overview

Mission

To promote interest in, knowledge of, and appreciation for north carolina's history and culture through historical preservation, library service, and prepetuation of state literary and cultural heritagee.

Historical preservation, library service, and perpetuation of state literary and cultural heritage.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$5,618,634$5,939,074▲ $320,440
Savings and Temporary Cash Investments$11,784$253,653▲ $241,869
Cash and Non-Interest-Bearing Accounts$227,543$80,637▼ $146,906
Total Assets$5,857,961$6,273,364▲ $415,403
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,679,579$5,054,208▲ $374,629
Net Assets With Donor Restrictions$1,178,382$1,219,156▲ $40,774
Total Net Assets Fund Balance$5,857,961$6,273,364▲ $415,403
Total Liabilities and Net Assets / Fund Balance$5,857,961$6,273,364▲ $415,403

Asset Categories

AssetBook ValueDepreciationBasis
Financial Derivatives$5,939,074--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$5,630,418$200▲ $637,109$75,000$6,192,727
2023$5,429,004$200▲ $653,884$452,670$5,630,418
2022$5,650,580$450▼ $19,568$202,458$5,429,004
2021$5,596,693$200▲ $237,601$183,914$5,650,580
2020$4,005,669$115,133▲ $1,627,801$151,910$5,596,693
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Copie CainExecutive DiPT$54,247$54,247

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$56,076
Program Service Revenue
$91
Investment Income
$293,729
Other Revenue
$0
All Other Contributions
$56,076
Change in Net Assets
$72,022
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$173,976
Salaries, Compensation, and Employee Benefits$54,247
Other Expenses$49,651
Total Fundraising Expense$2,094
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$156,976--$156,976
Current Officers, Directors, Trustees, and Key Employees$21,699$31,463$1,085$54,247
Grants to Domestic Individuals$17,000--$17,000
Conferences and Meetings$11,235--$11,235
Fees for Services Accounting-$10,430-$10,430
Office Expenses$3,456$3,073$1,009$7,538
Insurance-$4,753-$4,753
Information Technology$460--$460
Other Expenses$200$580-$200
Total Functional Expenses$225,481$50,299$2,094$277,874
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
North Carolina CollectionChapel Hill, NC501c3Education & History$52,576
Carolina Public HumanitiesChapel Hill, NC501c3Education & History$42,000
Carolina Public HumanitiesChapel Hill, NC501c3Education & History$19,900
Federation of Nc Historical SocRaleigh, NC501c3Education & History$18,000
Nc Dept Cult Nat ResRaleigh, NCGovEducation & History$14,000
East Carolina UniversityGreenville, NCGovEducation & History$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Members of the society shall be nominated by the board of directors.

Form 990, Page 6, Part VI, Line 7A

The society has one class of voting members who have the right to elect the members of the society's board of directors at the society's annual meeting.

Form 990, Page 6, Part VI, Line 11B

Form 990 was distributed electronically to all members of the organization's directors prior to filing.

Form 990, Page 6, Part VI, Line 12C

Each board member agrees to comply with the policy and understands that the society must engage in activities which accomplish one or more of its tax exempt purposes. In addition, board members are asked to review their relationships periodically to ensure there are no conflicts of interest.

Form 990, Page 6, Part VI, Line 19

The society makes its articles of incorporation, by laws, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The North Caroliniana Society
EIN
56-1119848
Phone
9192301524
Address
PO BOX 20632, RALEIGH, NC 27619

Signing Officer

Name
Patrick S Wooten
Title
Secretary/treasurer
Phone
9196964314
Signed
2025-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bland Simpson
Formed
1977
Legal Domicile
Nc
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
37

Preparer

Firm
Maddison & Caison Llp
Address
2501 BLUE RIDGE RD STE 380, RALEIGH, NC 27607
Preparer
Susan Glendenning
Phone
9198215482
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

History day - 18,000 grant: north carolina history day, an affiliate of the national history day program, is a yearlong academic program that engages students in grades 6 through 12 with the discovery of history. Students choose historical topics related to an annual theme, conduct extensive primary and secondary research, analyze, and interpret their sources, draw conclusions about their topics' significance in history, and present their work in one of five categories - historical papers, websites, exhibits, performances, or documentaries. Students first compete in one of the seven regional contests across the state. Regional finalists are then invited to attend the state contest. The top two finalists in each category and division are then selected to represent n.c. At the national contest. With guidance from staff and judges, students can improve their projects at each stage of the competition and continue to research and learn. The society began support of national history day in north carolina in 1998 when it became the first organization to sponsor special prizes. That support has grown into annual sponsorship of the program, and a contribution of 18,000 was awarded to the federation of n.c. Historical societies as part of continued commitment to provide support to north carolina students and teachers. In addition to this funding, the society president and other members work as judges, presenters and consultants. Historical review - 14,000 grant: since 1924 the north carolina historical review, published quarterly, has been a definitive source for the study and understanding of north carolina history. Regular features include carefully researched, handsomely illustrated articles that explore north carolina and southern history from the colonial period to the present and cover a variety of subjects; reviews of books about state, regional, and national history; an annual bibliography of books pertaining to north carolina subjects; an annual index; and a listing, printed annually, of theses and dissertations related to north carolina subjects. The society continued its support of the north carolina historical review, contributing 14,000 to the n.c. Department of natural & cultural resources to publish the review. Nc collection online exhibits project - 17,680 grant: the north carolina collection is dedicated to preserving literary, visual, and artifactual materials illustrating four centuries of the colony and state of north carolina. The collection comprises three divisions: the research library, north carolina collection gallery, and photographic archives. The north carolina collection, located in historic wilson special collections library on the campus of the university of north carolina at chapel hill, traces its origins to the founding of the north carolina historical society in 1844. The north carolina collection gallery is an exhibition facility and program with more than 50,000 objects in its care. The gallery, a component of the north carolina collection, provides an immersive experience of north carolina's history and culture through historic rooms, changing exhibitions, and permanent displays. With this grant, the nc collection will continue employment of a curatorial specialist to create online exhibits promoting north carolina history and culture to web users around the world, and an online database of north carolina collection gallery objects. The north carolina collection will continue to share its rich collection of such materials as books, postcards, newspapers, photographs, and three-dimensional objects via online exhibits and online database of objects. The society continued its support of the north carolina collection, contributing 17,680 to the university libraries at the university of north carolina at chapel hill for their ongoing online exhibits project. Nc collection teaching fellows - 34,896 grant: the north carolina digital heritage center (ncdhc) has digitized books, documents, objects, and othe

Form 990, Page 2, Part III, Line 4C

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. 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 42,000 to carolina public humanities as part of their continuous commitment to provide support to north carolina students and teachers. In june 2025, carolina k-12, the north caroliniana society, and the nc department of natural & cultural resources served 40 teachers from 13 counties at the annual william friday teacher retreat. This special group of educators were treated to three full days of learning and fun in asheville and at lake james state park. To date, 436 public school teachers from 86 nc counties have participated in the annual william friday teacher retreats. These teachers will reach a minimum of 61,040 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.

Form 990, Page 2, Part III, Line 4D

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.

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The majority of the society's funds invested with the unc investment fund (uncif) are board designated. The board is responsible for managing the cash and investments of the board designated amounts at uncif and deciding how and when the funds are spent. However, a portion of the portfolio consists of donor restricted funds: the lacy fund, the robert a. Ragan fund, and the h. G. Jones restricted fund. The lacy fund is to be held in perpetuity. The income from the lacy fund is required to be used to support the north carolina collection. The h. G. Jones restricted fund is to be held in perpetuity. The income from the jones restricted fund is available for any purpose consistent with the society's mission. The robert a. Ragan fund is to be held in perpetuity. The income from the ragan fund is required to be used to support the north carolina collection and southern historical collection.

Raw XML AppendixShowing 400 of 547 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0HISTORY DAY - 18,000 GRANT: NORTH CAROLINA HISTORY DAY, AN AFFILIATE OF THE NATIONAL HISTORY DAY PROGRAM, IS A YEARLONG ACADEMIC PROGRAM THAT ENGAGES STUDENTS IN GRADES 6 THROUGH 12 WITH THE DISCOVERY OF HISTORY. STUDENTS CHOOSE HISTORICAL TOPICS RELATED TO AN ANNUAL THEME, CONDUCT EXTENSIVE PRIMARY AND SECONDARY RESEARCH, ANALYZE, AND INTERPRET THEIR SOURCES, DRAW CONCLUSIONS ABOUT THEIR TOPICS' SIGNIFICANCE IN HISTORY, AND PRESENT THEIR WORK IN ONE OF FIVE CATEGORIES - HISTORICAL PAPERS, WEBSITES, EXHIBITS, PERFORMANCES, OR DOCUMENTARIES. STUDENTS FIRST COMPETE IN ONE OF THE SEVEN REGIONAL CONTESTS ACROSS THE STATE. REGIONAL FINALISTS ARE THEN INVITED TO ATTEND THE STATE CONTEST. THE TOP TWO FINALISTS IN EACH CATEGORY AND DIVISION ARE THEN SELECTED TO REPRESENT N.C. AT THE NATIONAL CONTEST. WITH GUIDANCE FROM STAFF AND JUDGES, STUDENTS CAN IMPROVE THEIR PROJECTS AT EACH STAGE OF THE COMPETITION AND CONTINUE TO RESEARCH AND LEARN. THE SOCIETY BEGAN SUPPORT OF NATIONAL HISTORY DAY IN NORTH CAROLINA IN 1998 WHEN IT BECAME THE FIRST ORGANIZATION TO SPONSOR SPECIAL PRIZES. THAT SUPPORT HAS GROWN INTO ANNUAL SPONSORSHIP OF THE PROGRAM, AND A CONTRIBUTION OF 18,000 WAS AWARDED TO THE FEDERATION OF N.C. HISTORICAL SOCIETIES AS PART OF CONTINUED COMMITMENT TO PROVIDE SUPPORT TO NORTH CAROLINA STUDENTS AND TEACHERS. IN ADDITION TO THIS FUNDING, THE SOCIETY PRESIDENT AND OTHER MEMBERS WORK AS JUDGES, PRESENTERS AND CONSULTANTS. HISTORICAL REVIEW - 14,000 GRANT: SINCE 1924 THE NORTH CAROLINA HISTORICAL REVIEW, PUBLISHED QUARTERLY, HAS BEEN A DEFINITIVE SOURCE FOR THE STUDY AND UNDERSTANDING OF NORTH CAROLINA HISTORY. REGULAR FEATURES INCLUDE CAREFULLY RESEARCHED, HANDSOMELY ILLUSTRATED ARTICLES THAT EXPLORE NORTH CAROLINA AND SOUTHERN HISTORY FROM THE COLONIAL PERIOD TO THE PRESENT AND COVER A VARIETY OF SUBJECTS; REVIEWS OF BOOKS ABOUT STATE, REGIONAL, AND NATIONAL HISTORY; AN ANNUAL BIBLIOGRAPHY OF BOOKS PERTAINING TO NORTH CAROLINA SUBJECTS; AN ANNUAL INDEX; AND A LISTING, PRINTED ANNUALLY, OF THESES AND DISSERTATIONS RELATED TO NORTH CAROLINA SUBJECTS. THE SOCIETY CONTINUED ITS SUPPORT OF THE NORTH CAROLINA HISTORICAL REVIEW, CONTRIBUTING 14,000 TO THE N.C. DEPARTMENT OF NATURAL & CULTURAL RESOURCES TO PUBLISH THE REVIEW. NC COLLECTION ONLINE EXHIBITS PROJECT - 17,680 GRANT: THE NORTH CAROLINA COLLECTION IS DEDICATED TO PRESERVING LITERARY, VISUAL, AND ARTIFACTUAL MATERIALS ILLUSTRATING FOUR CENTURIES OF THE COLONY AND STATE OF NORTH CAROLINA. THE COLLECTION COMPRISES THREE DIVISIONS: THE RESEARCH LIBRARY, NORTH CAROLINA COLLECTION GALLERY, AND PHOTOGRAPHIC ARCHIVES. THE NORTH CAROLINA COLLECTION, LOCATED IN HISTORIC WILSON SPECIAL COLLECTIONS LIBRARY ON THE CAMPUS OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL, TRACES ITS ORIGINS TO THE FOUNDING OF THE NORTH CAROLINA HISTORICAL SOCIETY IN 1844. THE NORTH CAROLINA COLLECTION GALLERY IS AN EXHIBITION FACILITY AND PROGRAM WITH MORE THAN 50,000 OBJECTS IN ITS CARE. THE GALLERY, A COMPONENT OF THE NORTH CAROLINA COLLECTION, PROVIDES AN IMMERSIVE EXPERIENCE OF NORTH CAROLINA'S HISTORY AND CULTURE THROUGH HISTORIC ROOMS, CHANGING EXHIBITIONS, AND PERMANENT DISPLAYS. WITH THIS GRANT, THE NC COLLECTION WILL CONTINUE EMPLOYMENT OF A CURATORIAL SPECIALIST TO CREATE ONLINE EXHIBITS PROMOTING NORTH CAROLINA HISTORY AND CULTURE TO WEB USERS AROUND THE WORLD, AND AN ONLINE DATABASE OF NORTH CAROLINA COLLECTION GALLERY OBJECTS. THE NORTH CAROLINA COLLECTION WILL CONTINUE TO SHARE ITS RICH COLLECTION OF SUCH MATERIALS AS BOOKS, POSTCARDS, NEWSPAPERS, PHOTOGRAPHS, AND THREE-DIMENSIONAL OBJECTS VIA ONLINE EXHIBITS AND ONLINE DATABASE OF OBJECTS. THE SOCIETY CONTINUED ITS SUPPORT OF THE NORTH CAROLINA COLLECTION, CONTRIBUTING 17,680 TO THE UNIVERSITY LIBRARIES AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOR THEIR ONGOING ONLINE EXHIBITS PROJECT. NC COLLECTION TEACHING FELLOWS - 34,896 GRANT: THE NORTH CAROLINA DIGITAL HERITAGE CENTER (NCDHC) HAS DIGITIZED BOOKS, DOCUMENTS, OBJECTS, AND OTHE
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IRS990/ProgSrvcAccomActy2Grp/Desc0ARCHIE 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, 2025, THE NORTH CAROLINIANA SOCIETY AWARDED FOUR (4) ARCHIE K. DAVIS FELLOWSHIPS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0IN 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. 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 42,000 TO CAROLINA PUBLIC HUMANITIES AS PART OF THEIR CONTINUOUS COMMITMENT TO PROVIDE SUPPORT TO NORTH CAROLINA STUDENTS AND TEACHERS. IN JUNE 2025, CAROLINA K-12, THE NORTH CAROLINIANA SOCIETY, AND THE NC DEPARTMENT OF NATURAL & CULTURAL RESOURCES SERVED 40 TEACHERS FROM 13 COUNTIES AT THE ANNUAL WILLIAM FRIDAY TEACHER RETREAT. THIS SPECIAL GROUP OF EDUCATORS WERE TREATED TO THREE FULL DAYS OF LEARNING AND FUN IN ASHEVILLE AND AT LAKE JAMES STATE PARK. TO DATE, 436 PUBLIC SCHOOL TEACHERS FROM 86 NC COUNTIES HAVE PARTICIPATED IN THE ANNUAL WILLIAM FRIDAY TEACHER RETREATS. THESE TEACHERS WILL REACH A MINIMUM OF 61,040 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.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0NORTH 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.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE MAJORITY OF THE SOCIETY'S FUNDS INVESTED WITH THE UNC INVESTMENT FUND (UNCIF) ARE BOARD DESIGNATED. THE BOARD IS RESPONSIBLE FOR MANAGING THE CASH AND INVESTMENTS OF THE BOARD DESIGNATED AMOUNTS AT UNCIF AND DECIDING HOW AND WHEN THE FUNDS ARE SPENT. HOWEVER, A PORTION OF THE PORTFOLIO CONSISTS OF DONOR RESTRICTED FUNDS: THE LACY FUND, THE ROBERT A. RAGAN FUND, AND THE H. G. JONES RESTRICTED FUND. THE LACY FUND IS TO BE HELD IN PERPETUITY. THE INCOME FROM THE LACY FUND IS REQUIRED TO BE USED TO SUPPORT THE NORTH CAROLINA COLLECTION. THE H. G. JONES RESTRICTED FUND IS TO BE HELD IN PERPETUITY. THE INCOME FROM THE JONES RESTRICTED FUND IS AVAILABLE FOR ANY PURPOSE CONSISTENT WITH THE SOCIETY'S MISSION. THE ROBERT A. RAGAN FUND IS TO BE HELD IN PERPETUITY. THE INCOME FROM THE RAGAN FUND IS REQUIRED TO BE USED TO SUPPORT THE NORTH CAROLINA COLLECTION AND SOUTHERN HISTORICAL COLLECTION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.04000
IRS990ScheduleD/TotalBookValueSecuritiesAmt05939074
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt017000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ARCHIE K DAVIS GRANT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/RecipientTable/CashGrantAmt019900
IRS990ScheduleI/RecipientTable/CashGrantAmt142000
IRS990ScheduleI/RecipientTable/CashGrantAmt214000
IRS990ScheduleI/RecipientTable/CashGrantAmt352576
IRS990ScheduleI/RecipientTable/CashGrantAmt418000
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3

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