TY 2022 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) COPIE CAIN...................................................................... EXECUTIVE DI	10.00 .................		X	45,188
(2) JAMES W CLARK JR...................................................................... PRESIDENT	2.50 .................	X	X	0
(3) BLAND SIMPSON...................................................................... VICE PRESIDE	1.00 .................	X	X	0
(4) ALICE R COTTEN...................................................................... VICE PRESIDE	1.00 .................	X	X	0
(5) EMILY WILLIAMSON GANGI...................................................................... FORMER TREAS	1.00 .................	X	X	0
(6) LESLIE DULA MCKESSON...................................................................... TREASURER	1.00 .................	X	X	0
(7) PATRICK S WOOTEN...................................................................... SECRETARY	1.00 .................	X	X	0
(8) JASON TOMBERLIN...................................................................... ASSISTANT TR	1.00 .................	X	X	0
(9) MARGARET D BAUER...................................................................... DIRECTOR	1.00 .................	X		0
(10) DAVID S CECELSKI...................................................................... DIRECTOR	1.00 .................	X		0
(11) KEVIN CHERRY...................................................................... DIRECTOR	1.00 .................	X		0
(12) JEFFREY J CROW...................................................................... DIRECTOR	1.00 .................	X		0
(13) TOM EARNHARDT...................................................................... DIRECTOR	1.00 .................	X		0
(14) GEORGANN EUBANKS...................................................................... DIRECTOR	1.00 .................	X		0
(15) REBECCA GODWIN...................................................................... DIRECTOR	1.00 .................	X		0
(16) ANNA R HAYES...................................................................... DIRECTOR	1.00 .................	X		0
(17) TERRY ROBERTS...................................................................... DIRECTOR	1.00 .................	X		0

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization

THE NORTH CAROLINIANA SOCIETY

Employer identification number

56-1119848

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2022

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	26,530	23,635	136,575	43,732	32,646	263,118
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..	2,000					2,000
4	Total. Add lines 1 through 3	28,530	23,635	136,575	43,732	32,646	265,118
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) ..						108,767
6	Public support. Subtract line 5 from line 4.						156,351

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
7	Amounts from line 4..	28,530	23,635	136,575	43,732	32,646	265,118
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	2,744	1,803	179	40	670	5,436
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						270,554

Gross receipts from related activities, etc. (see instructions) ..................

24,380

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 6, column (f) divided by line 11, column (f)) .........

57.790 %

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

52.580 %

16a

33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2022

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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 on 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.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2021 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2022 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2021 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2022

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2022

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2022

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	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 0.015 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 0.035	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2022

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2022 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2022	(iii) Distributable Amount for 2022
1 Distributable amount for 2022 from Section C, line 6
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2022:
a From 2017.......
b From 2018.......
c From 2019.......
d From 2020.......
e From 2021.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2022 distributable amount
i Carryover from 2017 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2022 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2022 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2022, 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 2022. 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 2023. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2018.....
b Excess from 2019.....
c Excess from 2020.....
d Excess from 2021.....
e Excess from 2022.....

Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

THE NORTH CAROLINIANA SOCIETY

Employer identification number

56-1119848

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2021

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	5,650,580	5,596,693	4,005,669	3,351,212	3,504,891
b	Contributions ...	450	200	115,133	738,116
c	Net investment earnings, gains, and losses	-19,568	237,601	1,627,801	75,472	233,706
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	202,458	183,914	151,910	159,131	387,385
f	Administrative expenses ....
g	End of year balance ......	5,429,004	5,650,580	5,596,693	4,005,669	3,351,212

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

79.000 %

Permanent endowment SchDMd Bullet

17.400 %

Term endowment SchDMd Bullet

3.600 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

Yes

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........	5,199,980	F
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	5,199,980

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2021

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
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.

Return Reference

Explanation

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.

Schedule D (Form 990) 2021

Additional Data

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Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization
THE NORTH CAROLINIANA SOCIETY

Employer identification number
56-1119848

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) CAROLINA PUBLIC HUMANITIES 1700 MLK JR BLVD CHAPEL HILL,NC27599	56-1150509	501C3	49,950	EDUCATION & HISTORY
(2) NC DEPT CULT NAT RES 109 E JONES STREET MAIL SERVICE CENTER 4601 RALEIGH,NC27601		GOV	7,500	EDUCATION & HISTORY
(3) NORTH CAROLINA COLLECTION 200 SOUTH RD CHAPEL HILL,NC27514	56-6001393	501C3	94,064	EDUCATION & HISTORY
(4) FEDERATION OF NC HISTORICAL SOC 4610 MAIL SERVICE CTR RALEIGH,NC27699	58-1325173	501C3	15,000	EDUCATION & HISTORY

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2022

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) ARCHIE K DAVIS GRANT	3	15,000
(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

SCHEDULE I, PAGE 1, PART I, LINE 2

NORTH CAROLINA COLLECTION AND NC OFFICE OF ARCHIVES AND HISTORY: THE CURATOR OF THE NORTH CAROLINA COLLECTION AND DEPUTY SECRETARY, NC OFFICE OF ARCHIVES AND HISTORY, ARE EX OFFICIO MEMBERS OF THE SOCIETY'S BOARD OF DIRECTORS AND REPORT ON THE GRANTS DIRECTLY IN THAT CAPACITY. ARCHIE K. DAVIS GRANTS: GRANT RECIPIENTS ARE REQUIRED TO APPEAR IN PERSON IN NORTH CAROLINA TO CONDUCT RESEARCH, OR MAKE A REPORT ON HIS/HER RESEARCH TRIP BEFORE PAYMENT IS ACTUALLY MADE. GRANT RECIPIENTS ARE ALSO ASKED TO ACKNOWLEDGE THE ARCHIE K DAVIS GRANT IN ANY PUBLICATIONS THAT MAY RESULT FROM THE SPONSORED RESEARCH. GRANT RECIPIENTS ARE ASKED FOR A FINAL REPORT AND ASKED TO INFORM THE RESEARCH REPOSITORY OF ANY PUBLICATIONS OF THEIR STATUS AS ARCHIE K DAVIS FELLOWS. OTHER GRANTS: GRANT RECIPIENTS ARE REQUIRED TO REPORT TO THE BOARD REGARDING HOW GRANT FUNDS WERE SPENT. THE DIRECTOR OF CAROLINA PUBLIC HUMANITIES IS AN EX OFFICIO MEMBER OF THE SOCIETY'S BOARD OF DIRECTORS AND REPORTS ON RELATED GRANTS DIRECTLY IN THAT CAPACITY.

Schedule I (Form 990) 2022

Additional Data

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SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

THE NORTH CAROLINIANA SOCIETY

Employer identification number

56-1119848

Return Reference	Explanation
FORM 990, PAGE 2, PART III, LINE 4A	15,000 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 15,000 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. 7,500 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 7,500 TO THE N.C. DEPARTMENT OF NATURAL & CULTURAL RESOURCES TO PUBLISH THE REVIEW. 28,757 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. THE SOCIETY CONTINUED ITS SUPPORT OF THE NORTH CAROLINA COLLECTION, CONTRIBUTING 28,757 TO THE UNIVERSITY LIBRARIES AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOR THEIR ONGOING ONLINE EXHIBITS PROJECT. 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 GALLERY 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 RAGLAND FUND DISTRIBUTION, IN COMBINATION WITH THE LACY FUND DISTRIBUTION, WILL ALLOW THE NORTH CAROLINA COLLECTION TO CONTINUE EMPLOYMENT OF A CURATORIAL SPECIALIST AND, ACCORDINGLY, SHARE ITS RICH COLLECTION OF SUCH MATERIALS AS BOOKS, POSTCARDS, NEWSPAPERS, PHOTOGRAPHS AND THREE-DIMENSIONAL OBJECTS VIA ONLINE EXHIBITS. 65,307 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 DIGITAL HERITAGE CENTER IS A STATEWIDE DIGITIZATION AND DIGITAL PUBLISHING PROGRAM THAT WORKS WITH CULTURAL HERITAGE INSTITUTIONS OF ALL SIZES ACROSS NORTH CAROLINA TO DIGITIZE AND PUBLISH HISTORIC MATERIALS ONLINE. IT IS HOUSED IN THE WILSON SPECIAL COLLECTIONS LIBRARY AND ADMINISTERED THROUGH THE NORTH CAROLINA COLLECTION. THE SOCIETY CONTINUED ITS SUPPORT OF THE NORTH CAROLINA COLLECTION, CONTRIBUTING 65,307 TO THE UNIVERSITY LIBRARIES AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOR THEIR ONGOING NEWSPAPER DIGITIZATION PROJECTS. WITH THIS GRANT, THE NC DIGITAL HERITAGE CENTER HIRED A STAFF MEMBER TO BE RESPONSIBLE FOR WORKING WITH THE LIBRARY'S DIGITAL PRODUCTION CENTER AND THE LIBRARY INFORMATION AND TECHNOLOGY DEPARTMENTS. THE DIGITIZATION TEAM CONTINUES TO SCAN, DESCRIBE AND PUBLISH THE DIGITAL FILES FOR PRE-1926 NORTH CAROLINA NEWSPAPERS AND OTHER COLLECTION ITEMS (YEARBOOKS, MEMORABILIA, IMAGES, CITY DIRECTORIES, AND OTHER AUDIOVISUAL ITEMS), MAKING THEM AVAILABLE FOR FREE AND UNLIMITED PUBLIC ACCESS ON DIGITAL NC. DURING THE YEAR, THE TEAM ADDED 641,000 PAGES OF NEWSPAPER AND MANY ITEMS TO THE COLLECTIONS SECTION. MATERIALS AVAILABLE ON DIGITALNC DESCRIBE PEOPLE, PLACES AND EVENTS IN ALL 100 NORTH CAROLINA COUNTIES WITH ORIGINAL MATERIALS FROM 330 LIBRARIES, MUSEUMS, AND ARCHIVES ACROSS NORTH CAROLINA.
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. 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.
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.
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.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	43,732	32,646
9	Program service revenue (Part VIII, line 2g) .........	7,280	8,109
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	210,299	228,368
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)		0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	261,311	269,123
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	186,463	181,514
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	36,683	45,188
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 2,265
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	46,147	53,068
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	269,293	279,770
19	Revenue less expenses. Subtract line 18 from line 12.......	-7,982	-10,647
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	5,712,568	5,453,985
21	Total liabilities (Part X, line 26).............		0
22	Net assets or fund balances. Subtract line 21 from line 20.....	5,712,568	5,453,985

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 149,067 including grants of $ 116,564 ) (Revenue $ 8,109 )
	15,000 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 15,000 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. 7,500 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 7,500 TO THE N.C. DEPARTMENT OF NATURAL & CULTURAL RESOURCES TO PUBLISH THE REVIEW. 28,757 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. THE SOCIETY CONTINUED ITS SUPPORT OF THE NORTH CAROLINA COLLECTION, CONTRIBUTING 28,757 TO THE UNIVERSITY LIBRARIES AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOR THEIR ONGOING ONLINE EXHIBITS PROJECT. 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 GALLERY 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 RAGLAND FUND DISTRIBUTION, IN COMBINATION WITH THE LACY FUND DISTRIBUTION, WILL ALLOW THE NORTH CAROLINA COLLECTION TO CONTINUE EMPLOYMENT OF A CURATORIAL SPECIALIST AND, ACCORDINGLY, SHARE ITS RICH COLLECTION OF SUCH MATERIALS AS BOOKS, POSTCARDS, NEWSPAPERS, PHOTOGRAPHS AND THREE-DIMENSIONAL OBJECTS VIA ONLINE EXHIBITS. 65,307 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 DIGITAL HERITAGE CENTER IS A STATEWIDE DIGITIZATION AND DIGITAL PUBLISHING PROGRAM THAT WORKS WITH CULTURAL HERITAGE INSTITUTIONS OF ALL SIZES ACROSS NORTH CAROLINA TO DIGITIZE AND PUBLISH HISTORIC MATERIALS ONLINE. IT IS HOUSED IN THE WILSON SPECIAL COLLECTIONS LIBRARY AND ADMINISTERED THROUGH THE NORTH CAROLINA COLLECTION. THE SOCIETY CONTINUED ITS SUPPORT OF THE NORTH CAROLINA COLLECTION, CONTRIBUTING 65,307 TO THE UNIVERSITY LIBRARIES AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOR THEIR ONGOING NEWSPAPER DIGITIZATION PROJECTS. WITH THIS GRANT, THE NC DIGITAL HERITAGE CENTER HIRED A STAFF MEMBER TO BE RESPONSIBLE FOR WORKING WITH THE LIBRARY'S DIGITAL PRODUCTION CENTER AND THE LIBRARY INFORMATION AND TECHNOLOGY DEPARTMENTS. THE DIGITIZATION TEAM CONTINUES TO SCAN, DESCRIBE AND PUBLISH THE DIGITAL FILES FOR PRE-1926 NORTH CAROLINA NEWSPAPERS AND OTHER COLLECTION ITEMS (YEARBOOKS, MEMORABILIA, IMAGES, CITY DIRECTORIES, AND OTHER AUDIOVISUAL ITEMS), MAKING THEM AVAILABLE FOR FREE AND UNLIMITED PUBLIC ACCESS ON DIGITAL NC. DURING THE YEAR, THE TEAM ADDED 641,000 PAGES OF NEWSPAPER AND MANY ITEMS TO THE COLLECTIONS SECTION. MATERIALS AVAILABLE ON DIGITALNC DESCRIBE PEOPLE, PLACES AND EVENTS IN ALL 100 NORTH CAROLINA COUNTIES WITH ORIGINAL MATERIALS FROM 330 LIBRARIES, MUSEUMS, AND ARCHIVES ACROSS NORTH CAROLINA.

4b	(Code: ) (Expenses $ 17,119 including grants of $ 15,000 ) (Revenue $ )
	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.

4c	(Code: ) (Expenses $ 52,069 including grants of $ 49,950 ) (Revenue $ )
	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.

	(Code: ) (Expenses $ 18,878 including grants of $ ) (Revenue $ )
	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.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 18,878 including grants of $ ) (Revenue $ )
4e	Total program service expenses237,133

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	45,188

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization

1	Briefly describe the organization’s mission or most significant activities: HISTORICAL PRESERVATION, LIBRARY SERVICE, AND PERPETUATION OF STATE LITERARY AND CULTURAL HERITAGE.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	19
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	19
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	30
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) C EDWARD TEAGUE III........................................................................ DIRECTOR	1.00 .......................	X	0	0	0
(19) THOMAS E TERRELL JR........................................................................ DIRECTOR	1.00 .......................	X	0	0	0
(20) MIKE WILEY........................................................................ DIRECTOR	1.00 .......................	X	0	0	0

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	32,646

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		32,646

		Business Code
2a	ANNUAL MEETING	611710	7,875	7,875
b	PUBLICATION SALES & ROYALTIES	611710	234	234
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		8,109

3 Investment income (including dividends, interest, and othersimilar amounts) ......			670			670
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	227,698		7a
b	Less: cost or other basis and sales expenses			7b
c	Gain or (loss)	227,698		7c
d	Net gain or (loss).........			227,698			227,698
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			269,123	8,109		228,368

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	166,514	166,514
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	15,000	15,000
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	45,188	18,075	26,209	904
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	9,555		9,555
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
12	Advertising and promotion ....
13	Office expenses .......	6,996	2,753	2,882	1,361
14	Information technology ......	360	360
15	Royalties ..
16	Occupancy ...........
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	21,908	21,908
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	1,193		1,193
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	ANNUAL REPORT	6,663	6,130	533
b	IMPRINT	5,837	5,837
c	BOOK AWARD EXPENSES	356	356
d	POWELL AWARD	200	200
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	279,770	237,133	40,372	2,265
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........		61,643	1	24,981
2	Savings and temporary cash investments .........		217,146	2	229,024
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............			4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				6
7	Notes and loans receivable, net ...........			7
8	Inventories for sale or use ............			8
9	Prepaid expenses and deferred charges ......			9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .			11
12	Investments—other securities. See Part IV, line 11 .....		5,433,434	12	5,199,980
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........		345	15
16	Total assets. Add lines 1 through 15 (must equal line 33)...		5,712,568	16	5,453,985

17	Accounts payable and accrued expenses .....		17
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	0	26	0

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	4,567,261	27	4,316,803
28	Net assets with donor restrictions ...........	1,145,307	28	1,137,182
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	5,712,568	32	5,453,985
33	Total liabilities and net assets/fund balances ........	5,712,568	33	5,453,985