The Center for Documentary Studies

“Business relationships director james s. Roberts is a key employee of duke university. The following directors and officers of the center for documentary studies are also employees of duke university: lee d. Baker, william h. Chafe, w. Joseph mann, alan b. Teasley, wesley hogan, greg britz, james peacock, sarah e. Rogers and gail exum.”

“Powers to elect or appoint members of the governing body the members of the board of directors of the center for documentary studies shall be approved by the board of trustees of duke university. Board members may be removed without cause prior to the expiration of their terms by two-thirds vote of then-sitting board of directors (exclusive of the vote of the director in question) or by a majority vote of the board of trustees of duke university.”

“Decisions of the governing body the board of directors shall have the power to make, alter, amend and repeal the bylaws of the corporation and alter, amend, and repeal the charter of the corporation by affirmative vote of two-thirds of the directors then in office; provided, however, that no amendment may be made which would cause the organization no longer to be described as a qualifying charitable organization, and further provided that any amendment which repeals the organization's charter or which alters or removes duke university's right to approve of the election or removal of the members of the board of directors, shall be approved by the board of trustees of duke university.”

“Form 990 review process by the governing body the center for documentary studies provides the members of the governing body with a draft of form 990 for individual review. The center for documentary studies sends the final draft of the form 990 to all members for further review and comment prior to filing.”

“Conflict of interest policy compliance enforcement process the officers and the board of directors are required to disclose any conflicts annually, by completion of an annual questionnaire.”

“The center for documentary studies form 990 is available to the public on www.guidestar.org. Guidestar independently posts tax-exempt organizations' form 990's on their website, obtained from the internal revenue service.”

“The center for documentary studies' governing documents (articles of incorporation and any subsequent amendments or restatement) are available to the public on the north carolina secretary of state website. The governing documents of the organization are also available to the public upon request. The public is able to view the governing documents at 1317 pettigrew street, durham, nc 27705, or if the requesting individual is unable to travel to the organization's office, the requested information will be sent to them via u.s. Mail.”

“Investment funds duke university (and therefore the center for documentary studies) manages its investment funds in accordance with the uniform prudent management of institutional funds act of north carolina. As permitted by the act, the university (and therefore the center for documentary studies) utilizes two investment pools to invest its funds and these funds operate on a total return concept. It is, therefore, not practical to separate earnings as set forth on lines 3, 4 and 7; earnings are combined and reported on line 7d.”

“The organization did not have unrelated business gross income of $1,000 or more during the fiscal year ended june 30, 2015. Therefore, form 990-t is not required for the fiscal year ended june 30, 2015.”