2026-05-15T08:15:28-05:00 2025-06-30 561304727 BLACKMAN & SLOOP ADVISORS INC 1414 RALEIGH ROAD SUITE 300 CHAPEL HILL NC 27517 990 2024-07-01 591735367 NATIONAL HUMANITIES CENTER NATI 9194060121 7 TW ALEXANDER DRIVE RESEARCH TRIANGLE PARK NC 277090152 JOE SCHWARTZ VICE PRESIDENT, FINANCE/OPERATIONS 9194060115 2026-05-14 1 0 DEETRA B WATSON P00534544 9199428700 2024 2025-03-06 01:10:19Z JOSEPH SCHWARTZ 7 TW ALEXANDER DRIVE RESEARCH TRIANGLE PARK NC 277090152 19041633 0 X NATIONALHUMANITIESCENTER.ORG X 1976 NC THE NHC PROMOTES ADVANCED STUDY OF THE HUMANITIES THROUGH 3 PROGRAMS FELLOWSHIP, EDUCATION, AND PUBLIC ENGAGEMENT. 30 29 37 30 44987 43761 1534079 1763341 489880 421843 3819101 7376039 51892 2069 5894952 9563292 1927842 1770494 0 0 3536830 3250906 125000 0 494117 1801296 1894960 7390968 6916360 -1496016 2646932 91105664 96848452 640481 806526 90465183 96041926 X THE NATIONAL HUMANITIES CENTER IS THE WORLD'S ONLY INDEPENDENT INSTITUTE DEDICATED EXCLUSIVELY TO ADVANCED STUDY IN ALL AREAS OF THE HUMANITIES. THROUGH ITS RESIDENTIAL FELLOWSHIP PROGRAM, THE CENTER PROVIDES SCHOLARS WITH THE RESOURCES NECESSARY TO GENERATE NEW KNOWLEDGE AND TO FURTHER UNDERSTAND ALL FORMS OF CULTURAL EXPRESSION, SOCIAL INTERACTION, AND HUMAN THOUGHT. THROUGH ITS EDUCATION PROGRAMS, THE CENTER STRENGTHENS TEACHING ON THE COLLEGIATE AND PRE-COLLEGIATE LEVELS. MODEL PROGRAMS DEVELOPED AT THE CENTER PROVIDE TEACHERS AND FACULTY WITH NEW MATERIALS AND INSTRUCTIONAL STRATEGIES TO MAKE THEM MORE EFFECTIVE IN THE CLASSROOM AND REKINDLE THEIR ENTHUSIASM FOR THE SUBJECTS THEY TEACH. THROUGH PUBLIC ENGAGEMENT, IN THE FORM OF COMMUNITY LECTURES, PANEL DISCUSSIONS, SYMPOSIA, AND A RICH MULTI-MEDIA LIBRARY, THE CENTER PROMOTES UNDERSTANDING OF THE HUMANITIES AND ADVOCATES FOR THEIR FOUNDATIONAL ROLE IN A DEMOCRATIC SOCIETY. 0 0 3659140 1595331 326743 SCHOLARLY PROGRAMS - EACH YEAR, THE CENTER SELECTS 35 TO 40 FELLOWS (MID-CAREER, SENIOR, AND PROMISING EARLY-CAREER SCHOLARS) FROM HUNDREDS OF APPLICANTS WORLDWIDE. THE PROGRAM PROVIDES THESE SCHOLARS WITH TIME, FUNDING (STIPENDS & TRAVEL SUPPORT), RESOURCES (LIBRARY) AND A COLLABORATIVE ENVIRONMENT TO PURSUE ADVANCED RESEARCH AND WRITING IN THE HUMANITIES. SCHOLARS WORK PRIMARILY ON INDIVIDUAL RESEARCH PROJECTS WHILE PARTICIPATING IN SEMINARS, DISCUSSIONS, AND INTELLECTUAL EXCHANGE WITH OTHER FELLOWS. SINCE ITS FOUNDING IN 1978, THE PROGRAM HAS RESULTED IN THOUSANDS OF BOOKS, ARTICLES, AND OTHER SCHOLARLY PUBLICATIONS. 782445 172258 95100 EDUCATION THE EDUCATION PROGRAM IS DESIGNED TO STRENGTHEN HUMANITIES TEACHING AND LEARNING BY CONNECTING SCHOLARLY RESEARCH WITH CLASSROOM PRACTICE. THE PROGRAM PROVIDES PROFESSIONAL DEVELOPMENT, TEACHING RESOURCES, AND COLLABORATIVE LEARNING OPPORTUNITIES FOR EDUCATORS AT THE K12 AND COLLEGIATE LEVELS. THROUGH WEBINARS, ONLINE COURSES, INSTITUTES, AND DIGITAL RESOURCES, THE CENTER HELPS TEACHERS DEEPEN THEIR SUBJECT KNOWLEDGE AND ADOPT INNOVATIVE INSTRUCTIONAL STRATEGIES. THESE PROGRAMS OFTEN FEATURE LEADING HUMANITIES SCHOLARS AND ENCOURAGE EDUCATORS TO ENGAGE DIRECTLY WITH NEW RESEARCH AND PRIMARY SOURCES. 1162853 2905 2069 PUBLIC ENGAGEMENT - THE PUBLIC ENGAGEMENT PROGRAM CONNECTS HUMANITIES SCHOLARSHIP WITH BROADER PUBLIC AUDIENCES. ITS GOAL IS TO INCREASE PUBLIC UNDERSTANDING AND APPRECIATION OF THE HUMANITIES BY SHARING THE WORK AND IDEAS OF LEADING SCHOLARS BEYOND THE ACADEMIC COMMUNITY. THE PROGRAM ACCOMPLISHES THIS THROUGH PUBLIC LECTURES, PANEL DISCUSSIONS, CONFERENCES, PODCASTS, DIGITAL MEDIA, AND COMMUNITY EVENTS, AS WELL AS INITIATIVES SUCH AS HUMANITIES MOMENTS AND THE BEING HUMAN FESTIVAL. THESE ACTIVITIES INVITE AUDIENCES TO EXPLORE IMPORTANT CULTURAL, HISTORICAL, AND SOCIAL ISSUES THROUGH A HUMANITIES LENS AND TO ENGAGE DIRECTLY WITH SCHOLARS AND THEIR RESEARCH. 5604438 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 157 0 1 37 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 30 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X JOSEPH SCHWARTZ 9194060115 7 TW ALEXANDER DR - PO BOX 12256 RESEARCH TRIANGLE PARK NC 27709 X DAVID BLACKBOURN TRUSTEE 0.50 X 0 0 0 DANIELA BLEICHMAR TRUSTEE 0.50 X 0 0 0 DENNIS M CAMPBELL TRUSTEE 0.50 X 0 0 0 WILLO CAREY TRUSTEE 0.50 X 0 0 0 WILLIAM D COHAN TRUSTEE 0.50 X 0 0 0 JOY CONNOLLY TRUSTEE 0.50 X 0 0 0 MARGO DRAKOS TRUSTEE 0.50 X 0 0 0 DAVID FOLKENFLIK TRUSTEE 0.50 X 0 0 0 PAMELA HENDRICKSON TRUSTEE 0.50 X 0 0 0 WILLIAM C JORDAN TRUSTEE 0.50 X 0 0 0 JANE O NEWMAN TRUSTEE 0.50 X 0 0 0 VINCENT E PRICE TRUSTEE 0.50 X 0 0 0 CAROL QUILLEN TRUSTEE 0.50 X 0 0 0 JAMES RHEE TRUSTEE 0.50 X 0 0 0 HARRIET RITVO TRUSTEE 0.50 X 0 0 0 PETER J ROGERS JR TRUSTEE 0.50 X 0 0 0 ANN WIERDA ROWLAND TRUSTEE 0.50 X 0 0 0 THOMAS J SCHERER TRUSTEE 0.50 X 0 0 0 LISA SCHROEDER TRUSTEE 0.50 X 0 0 0 JOHN SHERER TRUSTEE 0.50 X 0 0 0 JOAN HINDE STEWART TRUSTEE 0.50 X 0 0 0 HECTOR TOBAR TRUSTEE 0.50 X 0 0 0 BEN VINSON III TRUSTEE 0.50 X 0 0 0 RAYMOND J WIACEK TRUSTEE 0.50 X 0 0 0 YOLANDA Y WILSON TRUSTEE 0.50 X 0 0 0 MICHAEL WHITMORE TRUSTEE 0.50 X 0 0 0 KAREN R LAWRENCE SECRETARY 0.50 X X 0 0 0 VINCENT LOVOI TREASURER 0.50 X X 0 0 0 J PORTER DURHAM JR CHAIR/INTERIM PRESIDENT (FROM JUNE 2024) 0.50 X X 90000 0 0 RISHI JAITLY INTERIM CHAIR 0.50 X X 0 0 0 ROBERT D NEWMAN DIRECTOR AND PRESIDENT (THRU JUNE 2024) 40.00 X X 509237 0 88538 JOSEPH SCHWARTZ CHIEF FINANCIAL OFFICER (FROM OCTOBER 2024) 40.00 X 40172 0 4423 MARGO FRANCIS CHIEF FINANCIAL OFFICER (THRU MARCH 2024) 40.00 X 99556 0 9081 JOEL ELLIOTT INFORMATION TECHNOLOGY COORDINATOR 40.00 X 113800 0 14885 HEIDI CAMP VP OF INSTITUTIONAL ADVANCEMENT 40.00 X 186938 0 61555 DONALD SOLOMON DIRECTOR OF COMMUNICATIONS 40.00 X 100798 0 33971 1140501 0 212453 4 0 1 0 0 1763341 14634 1763341 SUMMER RESIDENCIES 611710 326743 326743 TRAININGS AND PODCASTS 611710 95100 95100 421843 6199424 44987 6154437 10654956 9478341 1176615 1176615 1176615 MISCELLANEOUS 900099 2069 2069 2069 9563292 423912 44987 7331052 1214794 1214794 318200 318200 237500 237500 503915 385803 59000 59112 2027376 1552183 237370 237823 185652 142137 21737 21778 360240 275803 42178 42259 173723 133004 20340 20379 12967 2300 10667 618978 381950 176905 60123 17620 13730 638 3252 142043 87744 39419 14880 78179 53611 18466 6102 256539 214824 30467 11248 353443 342756 4783 5904 78409 78409 211969 181233 21197 9539 31418 31418 DINING 50469 49940 250 279 EQUIPMENT RENTAL AND MA 20170 20170 RELOCATION EXPENSE 7424 7424 RECRUITMENT AND SELECTI 6921 6336 391 194 8411 3166 4000 1245 6916360 5604438 817805 494117 1064130 10567554 771490 547219 7806 19787 50151 62448 7463962 5545135 1854974 1918827 16046696 6981447 71310417 76704811 46359 91105664 96848452 458881 495262 181600 264905 0 46359 640481 806526 X 1969445 1837922 88495738 94204004 90465183 96041926 91105664 96848452 X 2646932 3013759 -83948 X X 0 1 X 1 0 X 2411832 2509013 1125541 1534079 1763341 9343806 2411832 2509013 1125541 1534079 1763341 9343806 9343806 4152493 9192434 4174754 3817764 6199424 27536869 282777 437174 8023 51892 2069 781935 37662610 1522801 0.24810 0.28960 X THE CENTER CONTINUES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FOLLOWING CIRCUMSTANCES:1. HAVING A BOARD OF TRUSTEES DRAWN FROM A WIDE CROSS-SECTION OFUNIVERSITIES AND BUSINESSES ACROSS THE UNITED STATES.2. THE ANNUAL FELLOWSHIP PROGRAM ALSO DRAWS CANDIDATES FROM EVERY AREA OF THE NATION.3. THE CENTER SPONSORS CONFERENCES, EXHIBITS, PODCASTS, WEBINARS, AND PUBLIC LECTURES.4. THE CENTER MAINTAINS A WEBSITE WHERE ITS' RESOURCES ARE PUBLISHED AND CAN BE ACCESSED, AS WELL AS LISTING VARIOUS FUNDRAISING NEEDS AND PROVIDING THE ABILITY TO DONATE ONLINE. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER PROGRAM INCOME - 2020 AMOUNT: $ 282,777. 2021 AMOUNT: $ 437,174. 2022 AMOUNT: $ 8,023. 2023 AMOUNT: $ 51,892. 2024 AMOUNT: $ 2,069. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 87331170 27000 10371089 1770494 2756581 93202182 80265917 62958 11604622 1927842 2674485 87331170 76258451 219783 8144683 1810373 2546627 80265917 91757647 260218 -11699414 1662950 2397050 76258451 73737831 230500 21359316 1459514 2110486 91757647 0.00000 0.41110 0.58890 0 0 2204490 2204490 0 3251064 1558306 1692758 1660166 1448988 211178 348242 333351 14891 1918827 TIFF CENTERSTONE FUNDS 53439058 F TIFF KEYSTONE FUNDS 23265753 F 76704811 OPERATING LEASE LIABILITY, CURRENT PORTION 9844 OPERATING LEASE LIABILITY, NON-CURRENT PORTION 36515 46359 12577051 3013759 3013759 9563292 0 9563292 7000308 83948 83948 6916360 0 6916360 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT THE VARIOUS PROGRAMS OF THE CENTER INCLUDING FELLOWSHIPS, PUBLIC PROGRAMS, EDUCATION, AND GENERAL OPERATIONS. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSES 83,948. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 134000 EUROPE 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 103500 0 0 0 0 0 0 237500 0 237500 EUROPE (INCLUDING ICELAND & GREENLAND) FELLOWSHIP STIPENDS 56500 0 1 FELLOWSHIP STIPENDS CENTRAL AMERICA AND THE CARIBBEAN 3 134000 CHECK FELLOWSHIP STIPENDS EUROPE 2 47000 CHECK 0 0 0 0 0 0 PART I, LINE 2: FUNDS ARE NOT PAID UNTIL THE FELLOW IS IN THE US COMPLETING THE TERMS OF THE FELLOWSHIP. PART I, LINE 3: ENDOWMENT FUNDS ARE USED TO SUPPORT THE VARIOUS PROGRAMS OF THE CENTER INCLUDING FELLOWSHIPS, PUBLIC PROGRAMS, EDUCATION, AND GENERAL OPERATIONS. 1 CORNELL UNIVERSITY 410 THURSTON AVE ITHACA NY 14850 150532082 501(C)(3) 80000 0 FELLOWSHIP STIPENDS DUKE UNIVERSITY 2200 WEST MAIN STREET DURHAM NC 27705 560532129 501(C)(3) 103500 0 FELLOWSHIP STIPENDS FLORIDA STATE UNIVERSITY 600 W COLLEGE AVE TALLAHASSEE FL 32306 593211153 501(C)(3) 54000 0 FELLOWSHIP STIPENDS INDIANA UNIVERSITY BLOOMINGTON 107 S INDIANA AVE BLOOMINGTON IN 47405 356001673 501(C)(3) 51000 0 FELLOWSHIP STIPENDS NORTH CAROLINA STATE UNIVERSITY 1021 MAIN CAMPUS DR RALEIGH NC 27695 566000756 501(C)(3) 55000 0 FELLOWSHIP STIPENDS ST MARY'S COLLEGE OF MARYLAND 47645 COLLEGE DR ST MARYS CITY MD 20686 526002083 501(C)(3) 59511 0 FELLOWSHIP STIPENDS UNIVERSITY OF CALIFORNIA SANTA CRUZ 1156 HIGH ST SANTA CRUZ CA 95064 941539563 501(C)(3) 40000 0 FELLOWSHIP STIPENDS UNIVERSITY OF NEVADA RENO 1664 N VIRGINIA ST RENO NV 89557 886000024 501(C)(3) 57500 0 FELLOWSHIP STIPENDS UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 174 COUNTRY CLUB ROAD CHAPEL HILL NC 27599 566001393 501(C)(3) 75000 0 FELLOWSHIP STIPENDS VANDERBILT UNIVERSITY 2201 WEST END AVE NASHVILLE TN 37235 620476822 501(C)(3) 60500 0 FELLOWSHIP STIPENDS YALE UNIVERSITY PO BOX 208230 NEW HAVEN CT 06520 060646973 501(C)(3) 40000 0 FELLOWSHIP STIPENDS 11 0 FELLOWSHIP STIPENDS 8 303000 HONORARIUMS 3 15200 PART I, LINE 2: FELLOWSHIP STIPENDS ARE PROVIDED TO INDIVIDUALS TO PARTICIPATE IN THE CENTER'S RESIDENTIAL FELLOWSHIP PROGRAM TO HELP DEFRAY THEIR COSTS WHILE ON SABBATICAL LEAVE. X 0 0 0 0 0 0 0 0 0 ROBERT D NEWMAN DIRECTOR AND PRESIDENT (THRU JUNE 20 509237 0 0 0 0 0 67160 0 21378 0 597775 0 0 0 HEIDI CAMP VP OF INSTITUTIONAL ADVANCEMENT 186938 0 0 0 0 0 24875 0 36680 0 248493 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT FORM 990 IS INITIALLY REVIEWED BY THE CHIEF FINANCIAL OFFICER, WHO IS A CPA. THE CFO WILL REVIEW THIS INFORMATION WITH THE AUDIT COMMITTEE AFTER WHICH THE DRAFT FORM 990 IS PRESENTED TO THE FULL BOARD OF DIRECTORS. THE BOARD WILL MAKE FINAL APPROVAL ON THE 990 AFTER WHICH IT IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CENTER HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT IS PROVIDED TO OFFICERS, TRUSTEES, AND EMPLOYEES ANNUALLY. OFFICERS, TRUSTEES, AND EMPLOYEES ARE REQUIRED TO SIGN THIS CONFLICT OF INTEREST POLICY AND DISCLOSE ANY INTEREST THAT COULD GIVE RISE TO CONFLICT. THESE INTERESTS, IF APPLICABLE, ARE DISCUSSED DURING BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR STAFF IS APPROVED BY THE EXECUTIVE DIRECTOR IN CONSULTATION WITH THE CFO AS PART OF THE ANNUAL PERFORMANCE EVALUATION AND BUDGET CONSTRUCT. COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DISCUSSED AND APPROVED BY THE BOARD CHAIR AND EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A: J. PORTER DURHAM SERVED AS CHAIR OF THE BOARD THROUGH JUNE 2024. BEGINNING JULY 2024, HE SERVED AS INTERIM PRESIDENT AS AN INDEPENDENT CONTRACTOR. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -83,948.