2023-10-31T14:58:02-04:00 2023-06-30 561053187 MADDISON & CAISON LLP 1111 OBERLIN RD RALEIGH NC 276051136 990 2022-07-01 561119848 THE NORTH CAROLINIANA SOCIETY NORT 9192301524 PO BOX 20632 RALEIGH NC 27619 PATRICK S WOOTEN SECRETARY 9196964314 2023-10-31 true PATRICK S WOOTEN 999009999 false SUSAN GLENDENNING P00921817 9198215482 2023-10-31 2022 2023-04-26 12:10:37Z JAMES W CLARK JR PO BOX 20632 RALEIGH NC 27619 269123 false X WWW.NCSOCIETY.ORG X 1977 NC HISTORICAL PRESERVATION, LIBRARY SERVICE, AND PERPETUATION OF STATE LITERARY AND CULTURAL HERITAGE. 19 19 0 30 0 43732 32646 7280 8109 210299 228368 0 261311 269123 186463 181514 0 36683 45188 0 2265 46147 53068 269293 279770 -7982 -10647 5712568 5453985 0 5712568 5453985 X TO PROMOTE INTEREST IN, KNOWLEDGE OF, AND APPRECIATION FOR NORTH CAROLINA'S HISTORY AND CULTURE THROUGH HISTORICAL PRESERVATION, LIBRARY SERVICE, AND PERPETUATION OF STATE LITERARY AND CULTURAL HERITAGEE. false false 149067 116564 8109 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. 17119 15000 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. 52069 49950 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. 18878 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. 18878 237133 true false false false false false false false false true false true false false false false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false true 2 0 0 false false false false false false false false false false false false X 19 19 false false false false true true false true true false false true true true true true true false false false X THE ORGANIZATION 9192301524 PO BOX 20632 RALEIGH NC 27619 COPIE CAIN EXECUTIVE DI 10.00 X 45188 0 0 JAMES W CLARK JR PRESIDENT 2.50 X X 0 0 0 BLAND SIMPSON VICE PRESIDE 1.00 X X 0 0 0 ALICE R COTTEN VICE PRESIDE 1.00 X X 0 0 0 EMILY WILLIAMSON GANGI FORMER TREAS 1.00 X X 0 0 0 LESLIE DULA MCKESSON TREASURER 1.00 X X 0 0 0 PATRICK S WOOTEN SECRETARY 1.00 X X 0 0 0 JASON TOMBERLIN ASSISTANT TR 1.00 X X 0 0 0 MARGARET D BAUER DIRECTOR 1.00 X 0 0 0 DAVID S CECELSKI DIRECTOR 1.00 X 0 0 0 KEVIN CHERRY DIRECTOR 1.00 X 0 0 0 JEFFREY J CROW DIRECTOR 1.00 X 0 0 0 TOM EARNHARDT DIRECTOR 1.00 X 0 0 0 GEORGANN EUBANKS DIRECTOR 1.00 X 0 0 0 REBECCA GODWIN DIRECTOR 1.00 X 0 0 0 ANNA R HAYES DIRECTOR 1.00 X 0 0 0 TERRY ROBERTS DIRECTOR 1.00 X 0 0 0 C EDWARD TEAGUE III DIRECTOR 1.00 X 0 0 0 THOMAS E TERRELL JR DIRECTOR 1.00 X 0 0 0 MIKE WILEY DIRECTOR 1.00 X 0 0 0 45188 false false false 32646 32646 ANNUAL MEETING 611710 7875 7875 PUBLICATION SALES & ROYALTIES 611710 234 234 8109 670 670 227698 227698 227698 227698 269123 8109 228368 166514 166514 15000 15000 45188 18075 26209 904 9555 9555 6996 2753 2882 1361 360 360 21908 21908 1193 1193 ANNUAL REPORT 6663 6130 533 IMPRINT 5837 5837 BOOK AWARD EXPENSES 356 356 POWELL AWARD 200 200 279770 237133 40372 2265 61643 24981 217146 229024 5433434 5199980 345 5712568 5453985 0 0 X 4567261 4316803 1145307 1137182 5712568 5453985 5712568 5453985 -10647 -247936 X false true X true false X 26530 23635 136575 43732 32646 263118 2000 2000 28530 23635 136575 43732 32646 265118 108767 156351 2744 1803 179 40 670 5436 270554 24380 0.57790 0.52580 X 5650580 450 -19568 202458 5429004 5596693 200 237601 183914 5650580 4005669 115133 1627801 151910 5596693 3351212 738116 75472 159131 4005669 3504891 233706 387385 3351212 0.79000 0.17400 0.03600 true false 5199980 F 5199980 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. true CAROLINA PUBLIC HUMANITIES 1700 MLK JR BLVD CHAPEL HILL NC 27599 561150509 501C3 49950 EDUCATION & HISTORY NC DEPT CULT NAT RES 109 E JONES STREET MAIL SERVICE CENTER 4601 RALEIGH NC 27601 GOV 7500 EDUCATION & HISTORY NORTH CAROLINA COLLECTION 200 SOUTH RD CHAPEL HILL NC 27514 566001393 501C3 94064 EDUCATION & HISTORY FEDERATION OF NC HISTORICAL SOC 4610 MAIL SERVICE CTR RALEIGH NC 27699 581325173 501C3 15000 EDUCATION & HISTORY ARCHIE K DAVIS GRANT 3 15000 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. 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.