Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| (A)
NORTH CAROLINA MUSEUM OF HISTORY NORTH CAROLINA MUSEUM OF HISTORY |
566062189 | 6 | Yes | 152,394 | 8,275 | |
|
Total 1
|
152,394 | 8,275 | ||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2018 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| PART IV, SECTION D, LINE 2 | THE NORTH CAROLINA MUSEUM OF HISTORY ASSOCIATES MEETS REGULARLY WITH THE STAFF AND DIRECTOR OF THE NC MUSEUM OF HISTORY. THE DIRECTOR IS AN EX- OFFICIO MEMBER OF THE BOARD. THE MUSEUM'S BUDGET, FUTURE PROJECTS AND NEEDS ARE COMMUNICATED THROUGHOUT THE YEAR SO THAT THE NORTH CAROLINA MUSEUM OF HISTORY ASSOCIATES CAN PLAN FUNDING ACCORDINGLY. |
| PART IV, SECTION D, LINE 3 | THE NORTH CAROLINA MUSEUM OF HISTORY ASOCIATES DOES NOT HOLD ANY INVESTMENTS. THE MUSEUM (SUPPORTED ORGANIZATION) VOICES ITS INTERESTS AT BOARD MEETINGS AND THROUGH OTHER COMMUNICATION SUCH AS BUDGETS AND SPECIAL FUNDING REQUESTS. |
| PART IV, SECTION E, LINE 1C | THE NORTH CAROLINA MUSEUM OF HISTORY ASSOCIATES SUPPORTS THE NORTH CAROLINA MUSEUM OF HISTORY, A STATE INSTITUTION, WITH FUNDING TO PURCHASE ARTIFACTS, EXHIBITS, HOLD EVENTS, AND PROVIDE FOR TRANSPORTATION FOR STUDENTS TO VISIT THE MUSEUM. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | THE NORTH CAROLINA MUSEUM OF HISTORY ASSOCIATES PROVIDES DIRECT SUPPORT TO THE NORTH CAROLINA MUSEUM OF HISTORY AS ITS FRIENDS GROUP. THE ASSOCIATES SUPPORTS THE MUSEUM'S AWARD-WINNING EXHIBITIONS, OUTSTANDING EDUCATIONAL AND COMMUNITY OUTREACH, AND THE ACQUISITION OF ARTIFACTS IMPORTANT TO NORTH CAROLINA'S HISTORY. THE ORGANIZATION ALSO HELPS FUND THREE FESTIVALS AND THE MUSEUM'S DOCENT PROGRAM ALONG WITH THE MULTIPLE PROGRAMS IT SUPPORTS IN THE MUSEUM THROUGHOUT THE YEAR. LAST YEAR, THE NORTH CAROLINA MUSEUM OF HISTORY ASSOCIATES DIRECT SUPPORT OF THE MUSEUM RESULTED IN THE FOLLOWING ACCOMPLISHMENTS: 12 EXTRAORDINARY EXHIBITS INCLUDING SELMA TO MONTGOMERY, NORTH CAROLINA AND WWI, THE NORTH CAROLINA ROOTS OF ARTIST ERNIE BARNES, SCENT OF THE PINE: YOU KNOW HOW I FEEL: NORTH CAROLINA ART FROM THE JONATHAN P. ALCOTT COLLECTION, THE SHAPE OF FASHION, LOUIS C. TIFFANY: ART AD INNOVATION FROM THE WESTER COLLECTION, AND MANY MORE. 5,277 STUDENTS RECEIVED 55 TRAVEL GRANTS IN 37 NORTH CAROLINA COUNTIES TO TRAVEL TO THE MUSEUM. 8,001 STUDENTS AND ADVISERS PARTICIPATED IN THE TARHEEL JUNIOR HISTORIAN ASSOCIATION, A HISTORY "CLUB" FOR STUDENTS TO TAKE A DEEPER DIVE INTO THE PAST, CREATE PROJECTS AROUND WHAT THEIR FOCUS IS, AND THEN COMPETE AT AN ANNUAL CONVENTION WHERE SEVERAL WINNERS IN DIFFERENT CATEGORIES WILL HAVE THEIR WORK ON DISPLAY IN THE TARHEEL JUNIOR GALLERY FOR A YEAR. THIS NUMBER OF PARTICIPANTS WAS A 141% INCREASE FROM THE PRIOR YEAR. 9,627 VISITORS ATTENDED THE AFRICAN AMERICAN CULTURAL CELEBRATION, AN ANNUAL EVENT FILLED WITH MUSIC, DANCE, ART, FOOD, AND HANDS-ON LEARNING OPPORTUNITIES FOR ATTENDEES. 10,541 HOURS GIVEN BY 138 VOLUNTEERS AND DOCENTS. DOCENTS WORK DIRECTLY WITH SCHOOL GROUPS AND VISITORS TO FURTHER EXPLAIN ARTIFACTS FOUND IN THE GALLERIES AND ALLOW HANDS-ON OPPORTUNITIES WITH ARTIFACT REPRODUCTIONS AT EDUCATIONAL CARTS FOUND THROUGHOUT THE MUSEUM. 15,422 VISITORS ATTENDED THE AMERICAN INDIAN HERITAGE CELEBRATION. THE EVENT BEGINS ON A FRIDAY FOR AN FULL DAY OF EDUCATION TO SCHOOL GROUPS WHO CAN INDIRECT DIRECTLY WITH MEMBERS OF AND ARTISTS FROM NORTH CAROLINA'S EIGHT RECOGNIZED TRIBES. THE SECOND DAY OF THE EVENT IS A COMMUNITY-WIDE CELEBRATION FILLED WITH DANCING, MUSIC, ART, AND MORE. 66,401 STUDENTS AND EDUCATORS ENGAGED WITH LIVE STREAMING AND DISTANCE LEARNING OPPORTUNITIES. 25,402 STUDENTS AND EDUCATORS CONNECTED WITH HISTORY THROUGH THE MUSEUM'S HISTORY-IN-A-BOX KITS. THESE KITS ARE FILLED WITH REPLICA ARTIFACTS, EDUCATIONAL RESOURCES AND ACTIVITIES FOR TEACHERS TO HELP BRING HISTORY TO LIFE IN THE CLASSROOM. IT ALSO OFFERS THE OPPORTUNITY FOR STUDENTS AND SCHOOLS WHO CANNOT TRAVEL TO THE MUSEUM TO ENGAGE WITH HISTORY IN A TANGIBLE WAY. 83,091 STUDENTS, TEACHERS, AND SENIORS VISITED THE MUSEUM. 104,171 STUDENTS AND TEACHERS ENGAGED WITH THE MUSEUM'S EDUCATIONAL RESOURCES. 243,112 PEOPLE PARTICIPATED IN 4,490 MUSEUM PROGRAMS. 450,000 MUSEUM GUESTS VISITED THE NORTH CAROLINA AND WWI EXHIBIT, A RECORD-BREAKING NUMBER FOR ANY EXHIBIT THE MUSEUM HAS EVER HAD. 464,597 TOTAL VISITORS TO THE MUSEUM FROM NORTH CAROLINA AND AROUND THE GLOBE. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE EXECUTIVE DIRECTOR AND TREASURER REVIEW THE 990, AND IT IS MADE AVAILABLE TO THE BOARD FOR REVIEW PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS READ AND SIGN THE CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE HUMAN RESOURCES COMMITTEE REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR. SALARY AT HIRE WILL DEPEND ON EDUCATION AND EXPERIENCE RELATED TO THE POSITION. SALARY EXPENDITURES ARE SET EACH YEAR IN THE BUDGET DEVELOPMENT PROCESS AND APPROVED BY THE BAORD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | SALARY STRUCTURES FOR OTHER EMPLOYEES ARE REVIEWED AND APPROVED ANNUALLY BY THE EXECUTIVE DIRECTOR. SALARY AT HIRE WILL DEPEND ON EDUCATION AND EXPERIENCE RELATED TO THE POSITION. SALARY EXPENDITURES ARE SET EACH YEAR IN THE BUDGET DEVELOPMENT PROCESS AND APPROVED BY THE BAORD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 18 | THE ORGANIZATION MAKES ITS 990 AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST RECEIVED AT ITS OFFICES. IT IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL SATTEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST RECEIVED AT ITS OFFICES. |
| FORM 990, PART XI, LINE 9 | SPECIAL EVENT EXPENSES 97,299 SPECIAL EVENT EXPENSES -97,299 |
| Software ID: | |
| Software Version: |