2025-10-01T16:30:08-04:00 2025-06-30 561053187 MADDISON & CAISON LLP 2501 BLUE RIDGE RD STE 380 RALEIGH NC 27607 990 2024-07-01 561119848 THE NORTH CAROLINIANA SOCIETY NORT 9192301524 PO BOX 20632 RALEIGH NC 27619 PATRICK S WOOTEN SECRETARY/TREASURER 9196964314 2025-09-30 true true SUSAN GLENDENNING P00921817 9198215482 2025-09-30 2024 2025-03-06 01:10:19Z BLAND SIMPSON PO BOX 20632 RALEIGH NC 27619 349896 false X WWW.NCSOCIETY.ORG X 1977 NC HISTORICAL PRESERVATION, LIBRARY SERVICE, AND PERPETUATION OF STATE LITERARY AND CULTURAL HERITAGE. 18 18 0 37 0 32540 56076 13011 91 244167 293729 0 289718 349896 154066 173976 0 58959 54247 0 2094 82434 49651 295459 277874 -5741 72022 5857961 6273364 0 5857961 6273364 X TO PROMOTE INTEREST IN, KNOWLEDGE OF, AND APPRECIATION FOR NORTH CAROLINA HISTORY AND CULTURE THROUGH HISTORICAL PRESERVATION, LIBRARY SERVICE, AND PERPETUATION OF STATE LITERARY AND CULTURAL HERITAGE. false false 128108 114976 HISTORY DAY - 18,000 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 18,000 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. HISTORICAL REVIEW - 14,000 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 14,000 TO THE N.C. DEPARTMENT OF NATURAL & CULTURAL RESOURCES TO PUBLISH THE REVIEW. NC COLLECTION ONLINE EXHIBITS PROJECT - 17,680 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. 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 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 SOCIETY CONTINUED ITS SUPPORT OF THE NORTH CAROLINA COLLECTION, CONTRIBUTING 17,680 TO THE UNIVERSITY LIBRARIES AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOR THEIR ONGOING ONLINE EXHIBITS PROJECT. NC COLLECTION TEACHING FELLOWS - 34,896 GRANT: THE NORTH CAROLINA DIGITAL HERITAGE CENTER (NCDHC) HAS DIGITIZED BOOKS, DOCUMENTS, OBJECTS, AND OTHER LOCAL AND STATE HISTORY FROM LIBRARIES AND REPOSITORIES ACROSS THE STATE, AND THE SITE HAS BECOME A GO-TO SOURCE FOR UNDERSTANDING THE TAR HEEL STATE'S HISTORY. RECENTLY, STAFF FROM THE NCDHC, AFTER RECEIVING NUMEROUS REQUESTS FROM EDUCATORS AND USERS ACROSS THE STATE, WORKED WITH GRADUATE STUDENTS FROM WILSON LIBRARY'S PRIMARY SOURCE FELLOWSHIP PROGRAM TO CREATE "PRIMARY SOURCE SETS." THESE SELECTIONS, WHICH INCLUDE LINKS TO AND IMAGES OF MATERIAL FROM HTTPS://WWW.DIGITALNC.ORG/ AS WELL AS GUIDELINES FOR USING THESE DOCUMENTS IN INSTRUCTIONAL SETTINGS, ARE FREELY AVAILABLE ON NCDHC'S WEBSITE AND HAVE PROVEN TO BE VERY SUCCESSFUL. WITH THE SOCIETY'S 34,896 GRANT, TWO GRADUATE STUDENTS WORKED WITH DIGITAL HERITAGE CENTER STAFF OVER THE COURSE OF ONE YEAR TO CREATE FOURTEEN PRIMARY SOURCE SETS. THEY ALSO WORKED ON DOCUMENTATION FOR FUTURE SET CREATION, INCLUDING A TEMPLATE FOR OUTLINES AND SUGGESTIONS FOR UPLOADING SETS TO WORDPRESS (THE PLATFORM IN WHICH THE SETS APPEAR ONLINE). STAFF PROMOTED THE SETS THROUGH SOCIAL MEDIA, THROUGH PRESENTATIONS WITH NORTH CAROLINA PUBLIC LIBRARY DIRECTORS, THROUGH RESEARCH AND INSTRUCTION IN WILSON'S RESEARCH ROOM, AND AT A HISTORY FAIR IN HILLSBOROUGH, NC. THESE MODULES WILL PROVIDE UNIVERSITY PROFESSORS AND INSTRUCTORS WITH AN EASIER-BUT AUTHORITATIVE-WAY TO INTEGRATE NORTH CAROLINA HISTORY, LITERATURE, AND CULTURE IN THEIR COURSES. WE ALSO FORESEE CAREER- DEVELOPMENT OPPORTUNITIES FOR THE GRADUATE STUDENTS HIRED TO DEVELOP THESE PRIMARY SOURCE SETS, INCLUDING SKILLS RELATED TO INSTRUCTIONAL MODULE CREATION AND PRIMARY SOURCE LITERACY. CAROLINA PUBLIC HUMANITIES: PORTRAITS OF CLIMATE CHANGE - 19,900 GRANT: CAROLINA PUBLIC HUMANITIES (FORMERLY THE PROGRAM IN THE HUMANITIES AND HUMAN VALUES) IS A UNIT OF THE UNIVERSITY OF NORTH CAROLINA CHAPEL HILL COLLEGE OF ARTS AND SCIENCES. CAROLINA PUBLIC HUMANITIES SERVES NORTH CAROLINA BY CONNECTING THE UNIVERSITY'S FACULTY AND RESOURCES WITH COMMUNITIES IN OUR HOMETOWN AND THROUGHOUT THE STATE. THE PORTRAITS OF CLIMATE CHANGE INITIATIVE IS A COLLABORATION BETWEEN CAROLINA PUBLIC HUMANITIES (CPH), THE JOURNAL SOUTHERN CULTURES, AND THREE ADDITIONAL NORTH CAROLINA COMMUNITY COLLEGES. PARTNERING WITH COMMUNITY COLLEGES AND CORRESPONDING FACULTY LIAISONS, CAROLINA PUBLIC HUMANITIES HELPED TO STRUCTURE AND ADVERTISE PHOTO CONTESTS THAT INVITED COMMUNITY COLLEGE STUDENTS, HIGH SCHOOL STUDENTS, AND THE BROADER PUBLIC TO CAPTURE IMAGES OF WHAT CLIMATE CHANGE LOOKS LIKE IN THEIR COMMUNITIES. IN ADDITION, LESSON PLANS AND ACTIVITIES WERE DEVELOPED AND DISTRIBUTED. FOLLOWING THE PROJECT, THERE WERE GALLERY EXHIBITS AT THE COMMUNITY COLLEGES TO SHOWCASE PHOTOGRAPHS, WITH A FEATURED SPEAKER AND RECEPTION. THE SOCIETY SUPPORTED THE PORTRAITS OF CLIMATE CHANGE INITIATIVE FOR THE SECOND YEAR IN A ROW, CONTRIBUTING 19,900 TO CAROLINA PUBLIC HUMANITIES AS PART OF THEIR CONTINUOUS COMMITMENT TO CONNECT THE SCHOLARS AND RESOURCES OF THE UNIVERSITY WITH COMMUNITIES THROUGHOUT THE STATE, WORKING PRIMARILY WITH COMMUNITY COLLEGES AND STATE HISTORIC SITES. EAST CAROLINA UNIVERSITY NC LITERARY REVIEW - 10,000 GRANT: THE NORTH CAROLINA LITERARY REVIEW (NCLR) IS EDITED AND PRODUCED AT EAST CAROLINA UNIVERSITY, AND PUBLISHED BY UNC PRESS. THE MISSION OF THE NCLR IS TO PRESERVE AND PROMOTE THE STATE'S RICH LITERARY HISTORY. THEY PUBLISH CREATIVE WRITING BY, ESSAYS ON, AND INTERVIEWS WITH NORTH CAROLINA WRITERS LIVING HERE AND WRITING FROM ELSEWHERE. SINCE ITS FIRST ISSUE IN 1992, NCLR HAS WON NUMEROUS AWARDS FOR ITS UNIQUE GRAPHIC DESIGN, INCLUDING 2 FROM THE COUNCIL OF EDITORS OF LEARNED JOURNALS. IN RECENT YEARS, NCLR HAS DEVELOPED A DYNAMIC WEBSITE AND EXPANDED ITS SOCIAL MEDIA OUTPUT TO WIDEN ITS COVERAGE BEYOND THE LITERARY MAGAZINE'S ISSUES, THUS FULFILLING ITS MISSION ON A DAILY BASIS. THE SOCIETY BEGAN ITS SUPPORT THIS YEAR WITH A 10,000 GRANT TO HELP THE NCLR CONTINUE TO RELEASE WEEKLY REVIEWS OF BOOKS BY NORTH CAROLINA WRITERS AND WEEKLY CONTENT FROM OUR ARCHIVES. NC 250TH CELEBRATION - 500 GRANT: IN 2026, AMERICA WILL COMMEMORATE 250 YEARS SINCE THE SIGNING OF THE DECLARATION OF INDEPENDENCE AND THE DEVELOPMENT OF A NEW NATION DEDICATED TO "LIFE, LIBERTY, AND THE PURSUIT OF HAPPINESS." THE NORTH CAROLINIANA SOCIETY HAS COMMITTED TO SUPPORTING LOCAL CELEBRATIONS THROUGHOUT THE STATE. WITH THE 500 GRANT, THE SOCIETY SUPPORTS AN EVENT IN BERTIE COUNTY, NC. A RE-ENACTMENT "BERTIE'S FORGOTTEN BLACK & NATIVE PATRIOTS OF THE REVOLUTIONARY WAR: BUILDS ON THE GREATEST ASSETS IN BERTIE COUNTY AND THE INDIAN WOODS COMMUNITY WHICH ARE ITS PEOPLE, LAND AND HISTORY. 19626 17000 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, 2025, THE NORTH CAROLINIANA SOCIETY AWARDED FOUR (4) ARCHIE K. DAVIS FELLOWSHIPS. 44626 42000 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. 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 42,000 TO CAROLINA PUBLIC HUMANITIES AS PART OF THEIR CONTINUOUS COMMITMENT TO PROVIDE SUPPORT TO NORTH CAROLINA STUDENTS AND TEACHERS. IN JUNE 2025, CAROLINA K-12, THE NORTH CAROLINIANA SOCIETY, AND THE NC DEPARTMENT OF NATURAL & CULTURAL RESOURCES SERVED 40 TEACHERS FROM 13 COUNTIES AT THE ANNUAL WILLIAM FRIDAY TEACHER RETREAT. THIS SPECIAL GROUP OF EDUCATORS WERE TREATED TO THREE FULL DAYS OF LEARNING AND FUN IN ASHEVILLE AND AT LAKE JAMES STATE PARK. TO DATE, 436 PUBLIC SCHOOL TEACHERS FROM 86 NC COUNTIES HAVE PARTICIPATED IN THE ANNUAL WILLIAM FRIDAY TEACHER RETREATS. THESE TEACHERS WILL REACH A MINIMUM OF 61,040 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. 33121 91 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. 33121 91 225481 true true 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 18 18 false false false false true true false true true false false true true true true true true false false false NC X THE ORGANIZATION 9192301524 PO BOX 20632 RALEIGH NC 27619 COPIE CAIN EXECUTIVE DI 16.00 X 54247 0 0 BLAND SIMPSON PRESIDENT 2.50 X X 0 0 0 ALICE R COTTEN VICE PRESIDE 1.00 X X 0 0 0 TERRY ROBERTS VICE PRESIDE 1.00 X X 0 0 0 PATRICK S WOOTEN SECRETARY/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 TOM EARNHARDT DIRECTOR 1.00 X 0 0 0 GEORGANN EUBANKS DIRECTOR 1.00 X 0 0 0 EMILY WILLIAMSON GANGI 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 ERIC JOHNSON DIRECTOR 1.00 X 0 0 0 LESLIE DULA MCKESSON 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 54247 false false false 56076 56076 PUBLICATION SALES & ROYALTIES 611710 91 91 91 78 78 293651 293651 293651 293651 349896 91 293729 156976 156976 17000 17000 54247 21699 31463 1085 10430 10430 7538 3456 3073 1009 460 460 11235 11235 4753 4753 ANNUAL REPORT 7251 6671 580 IMPRINT 7137 7137 BOOK AWARD EXPENSES 647 647 POWELL AWARD 200 200 277874 225481 50299 2094 227543 80637 11784 253653 5618634 5939074 5857961 6273364 0 0 X 4679579 5054208 1178382 1219156 5857961 6273364 5857961 6273364 72022 343381 X true X false true false X 136575 43732 32646 32540 56076 301569 136575 43732 32646 32540 56076 301569 124731 176838 179 40 670 967 78 1934 303503 28669 0.58270 0.58840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5630418 200 637109 75000 6192727 5429004 200 653884 452670 5630418 5650580 450 -19568 202458 5429004 5596693 200 237601 183914 5650580 4005669 115133 1627801 151910 5596693 0.80000 0.16000 0.04000 true false 5939074 F 5939074 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 19900 EDUCATION & HISTORY CAROLINA PUBLIC HUMANITIES 1700 MLK JR BLVD CHAPEL HILL NC 27599 561150509 501C3 42000 EDUCATION & HISTORY NC DEPT CULT NAT RES 109 E JONES STREET MAIL SERVICE CENTER 4601 RALEIGH NC 27601 GOV 14000 EDUCATION & HISTORY NORTH CAROLINA COLLECTION 200 SOUTH RD CHAPEL HILL NC 27514 566001393 501C3 52576 EDUCATION & HISTORY FEDERATION OF NC HISTORICAL SOC 4610 MAIL SERVICE CTR RALEIGH NC 27699 581325173 501C3 18000 EDUCATION & HISTORY EAST CAROLINA UNIVERSITY 209 E 5TH STREET MS21 GREENVILLE NC 27858 566000403 GOV 10000 EDUCATION & HISTORY 7 ARCHIE K DAVIS GRANT 4 17000 SCHEDULE I, PAGE 1, PART I, LINE 2 NORTH CAROLINA COLLECTION, NC OFFICE OF ARCHIVES AND HISTORY, AND CAROLINA PUBLIC HUMANITIES: CURATOR OF THE NORTH CAROLINA COLLECTION, DEPUTY SECRETARY, NC OFFICE OF ARCHIVES AND HISTORY, AND DIRECTOR OF CAROLINA PUBLIC HUMANITIES 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 PUBLICATION OF THEIR STATUS AS ARCHIE K. DAVIS FELLOWS. OTHER GRANTS: GRANT RECIPIENTS ARE REQUIRED TO REPORT TO THE BOARD OF DIRECTORS REGARDING HOW GRANT FUNDS WERE SPENT. THE SOCIETY'S GRANTS REVIEW COMMITTEE REVIEWS ALL GRANT APPLICATIONS AND REVIEWS USE OF GRANT FUNDS THROUGH THE SOCIETY'S ANNUAL REPORT REPORTING. FORM 990, PAGE 2, PART III, LINE 4A HISTORY DAY - 18,000 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 18,000 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. HISTORICAL REVIEW - 14,000 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 14,000 TO THE N.C. DEPARTMENT OF NATURAL & CULTURAL RESOURCES TO PUBLISH THE REVIEW. NC COLLECTION ONLINE EXHIBITS PROJECT - 17,680 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. 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 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 SOCIETY CONTINUED ITS SUPPORT OF THE NORTH CAROLINA COLLECTION, CONTRIBUTING 17,680 TO THE UNIVERSITY LIBRARIES AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOR THEIR ONGOING ONLINE EXHIBITS PROJECT. NC COLLECTION TEACHING FELLOWS - 34,896 GRANT: THE NORTH CAROLINA DIGITAL HERITAGE CENTER (NCDHC) HAS DIGITIZED BOOKS, DOCUMENTS, OBJECTS, AND OTHER LOCAL AND STATE HISTORY FROM LIBRARIES AND REPOSITORIES ACROSS THE STATE, AND THE SITE HAS BECOME A GO-TO SOURCE FOR UNDERSTANDING THE TAR HEEL STATE'S HISTORY. RECENTLY, STAFF FROM THE NCDHC, AFTER RECEIVING NUMEROUS REQUESTS FROM EDUCATORS AND USERS ACROSS THE STATE, WORKED WITH GRADUATE STUDENTS FROM WILSON LIBRARY'S PRIMARY SOURCE FELLOWSHIP PROGRAM TO CREATE "PRIMARY SOURCE SETS." THESE SELECTIONS, WHICH INCLUDE LINKS TO AND IMAGES OF MATERIAL FROM HTTPS://WWW.DIGITALNC.ORG/ AS WELL AS GUIDELINES FOR USING THESE DOCUMENTS IN INSTRUCTIONAL SETTINGS, ARE FREELY AVAILABLE ON NCDHC'S WEBSITE AND HAVE PROVEN TO BE VERY SUCCESSFUL. WITH THE SOCIETY'S 34,896 GRANT, TWO GRADUATE STUDENTS WORKED WITH DIGITAL HERITAGE CENTER STAFF OVER THE COURSE OF ONE YEAR TO CREATE FOURTEEN PRIMARY SOURCE SETS. THEY ALSO WORKED ON DOCUMENTATION FOR FUTURE SET CREATION, INCLUDING A TEMPLATE FOR OUTLINES AND SUGGESTIONS FOR UPLOADING SETS TO WORDPRESS (THE PLATFORM IN WHICH THE SETS APPEAR ONLINE). STAFF PROMOTED THE SETS THROUGH SOCIAL MEDIA, THROUGH PRESENTATIONS WITH NORTH CAROLINA PUBLIC LIBRARY DIRECTORS, THROUGH RESEARCH AND INSTRUCTION IN WILSON'S RESEARCH ROOM, AND AT A HISTORY FAIR IN HILLSBOROUGH, NC. THESE MODULES WILL PROVIDE UNIVERSITY PROFESSORS AND INSTRUCTORS WITH AN EASIER-BUT AUTHORITATIVE-WAY TO INTEGRATE NORTH CAROLINA HISTORY, LITERATURE, AND CULTURE IN THEIR COURSES. WE ALSO FORESEE CAREER- DEVELOPMENT OPPORTUNITIES FOR THE GRADUATE STUDENTS HIRED TO DEVELOP THESE PRIMARY SOURCE SETS, INCLUDING SKILLS RELATED TO INSTRUCTIONAL MODULE CREATION AND PRIMARY SOURCE LITERACY. CAROLINA PUBLIC HUMANITIES: PORTRAITS OF CLIMATE CHANGE - 19,900 GRANT: CAROLINA PUBLIC HUMANITIES (FORMERLY THE PROGRAM IN THE HUMANITIES AND HUMAN VALUES) IS A UNIT OF THE UNIVERSITY OF NORTH CAROLINA CHAPEL HILL COLLEGE OF ARTS AND SCIENCES. CAROLINA PUBLIC HUMANITIES SERVES NORTH CAROLINA BY CONNECTING THE UNIVERSITY'S FACULTY AND RESOURCES WITH COMMUNITIES IN OUR HOMETOWN AND THROUGHOUT THE STATE. THE PORTRAITS OF CLIMATE CHANGE INITIATIVE IS A COLLABORATION BETWEEN CAROLINA PUBLIC HUMANITIES (CPH), THE JOURNAL SOUTHERN CULTURES, AND THREE ADDITIONAL NORTH CAROLINA COMMUNITY COLLEGES. PARTNERING WITH COMMUNITY COLLEGES AND CORRESPONDING FACULTY LIAISONS, CAROLINA PUBLIC HUMANITIES HELPED TO STRUCTURE AND ADVERTISE PHOTO CONTESTS THAT INVITED COMMUNITY COLLEGE STUDENTS, HIGH SCHOOL STUDENTS, AND THE BROADER PUBLIC TO CAPTURE IMAGES OF WHAT CLIMATE CHANGE LOOKS LIKE IN THEIR COMMUNITIES. IN ADDITION, LESSON PLANS AND ACTIVITIES WERE DEVELOPED AND DISTRIBUTED. FOLLOWING THE PROJECT, THERE WERE GALLERY EXHIBITS AT THE COMMUNITY COLLEGES TO SHOWCASE PHOTOGRAPHS, WITH A FEATURED SPEAKER AND RECEPTION. THE SOCIETY SUPPORTED THE PORTRAITS OF CLIMATE CHANGE INITIATIVE FOR THE SECOND YEAR IN A ROW, CONTRIBUTING 19,900 TO CAROLINA PUBLIC HUMANITIES AS PART OF THEIR CONTINUOUS COMMITMENT TO CONNECT THE SCHOLARS AND RESOURCES OF THE UNIVERSITY WITH COMMUNITIES THROUGHOUT THE STATE, WORKING PRIMARILY WITH COMMUNITY COLLEGES AND STATE HISTORIC SITES. EAST CAROLINA UNIVERSITY NC LITERARY REVIEW - 10,000 GRANT: THE NORTH CAROLINA LITERARY REVIEW (NCLR) IS EDITED AND PRODUCED AT EAST CAROLINA UNIVERSITY, AND PUBLISHED BY UNC PRESS. THE MISSION OF THE NCLR IS TO PRESERVE AND PROMOTE THE STATE'S RICH LITERARY HISTORY. THEY PUBLISH CREATIVE WRITING BY, ESSAYS ON, AND INTERVIEWS WITH NORTH CAROLINA WRITERS LIVING HERE AND WRITING FROM ELSEWHERE. SINCE ITS FIRST ISSUE IN 1992, NCLR HAS WON NUMEROUS AWARDS FOR ITS UNIQUE GRAPHIC DESIGN, INCLUDING 2 FROM THE COUNCIL OF EDITORS OF LEARNED JOURNALS. IN RECENT YEARS, NCLR HAS DEVELOPED A DYNAMIC WEBSITE AND EXPANDED ITS SOCIAL MEDIA OUTPUT TO WIDEN ITS COVERAGE BEYOND THE LITERARY MAGAZINE'S ISSUES, THUS FULFILLING ITS MISSION ON A DAILY BASIS. THE SOCIETY BEGAN ITS SUPPORT THIS YEAR WITH A 10,000 GRANT TO HELP THE NCLR CONTINUE TO RELEASE WEEKLY REVIEWS OF BOOKS BY NORTH CAROLINA WRITERS AND WEEKLY CONTENT FROM OUR ARCHIVES. NC 250TH CELEBRATION - 500 GRANT: IN 2026, AMERICA WILL COMMEMORATE 250 YEARS SINCE THE SIGNING OF THE DECLARATION OF INDEPENDENCE AND THE DEVELOPMENT OF A NEW NATION DEDICATED TO "LIFE, LIBERTY, AND THE PURSUIT OF HAPPINESS." THE NORTH CAROLINIANA SOCIETY HAS COMMITTED TO SUPPORTING LOCAL CELEBRATIONS THROUGHOUT THE STATE. WITH THE 500 GRANT, THE SOCIETY SUPPORTS AN EVENT IN BERTIE COUNTY, NC. A RE-ENACTMENT "BERTIE'S FORGOTTEN BLACK & NATIVE PATRIOTS OF THE REVOLUTIONARY WAR: BUILDS ON THE GREATEST ASSETS IN BERTIE COUNTY AND THE INDIAN WOODS COMMUNITY WHICH ARE ITS PEOPLE, LAND AND HISTORY. 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. 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 42,000 TO CAROLINA PUBLIC HUMANITIES AS PART OF THEIR CONTINUOUS COMMITMENT TO PROVIDE SUPPORT TO NORTH CAROLINA STUDENTS AND TEACHERS. IN JUNE 2025, CAROLINA K-12, THE NORTH CAROLINIANA SOCIETY, AND THE NC DEPARTMENT OF NATURAL & CULTURAL RESOURCES SERVED 40 TEACHERS FROM 13 COUNTIES AT THE ANNUAL WILLIAM FRIDAY TEACHER RETREAT. THIS SPECIAL GROUP OF EDUCATORS WERE TREATED TO THREE FULL DAYS OF LEARNING AND FUN IN ASHEVILLE AND AT LAKE JAMES STATE PARK. TO DATE, 436 PUBLIC SCHOOL TEACHERS FROM 86 NC COUNTIES HAVE PARTICIPATED IN THE ANNUAL WILLIAM FRIDAY TEACHER RETREATS. THESE TEACHERS WILL REACH A MINIMUM OF 61,040 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.