2026-01-13T09:23:14-05:00 2025-06-30 203875548 SALEM SMITH REGISTER & KNOTT PLLC 210 CRAVEN ST NEW BERN NC 285602152 990 2024-07-01 560897292 NEW BERN HISTORICAL SOCIETY FOUNDATION INC NEWB 2526388558 511 BROAD STREET NEW BERN NC 28560 BOB PENVOSE TREASURER 2526388558 2026-01-13 true true ROXIANNE R REGISTER CPA P01034256 2526368780 2026-01-13 2024 2025-03-06 01:10:19Z JOE HUNT 515 BROAD STREET NEW BERN NC 28560 351535 false X NEWBERNHISTORICAL.ORG X 1954 NC THE MISSION OF THE NEW BERN HISTORICAL SOCIETY FOUNDATION IS TO CELEBRATE AND PROMOTE NEW BERN AND ITS HERITAGE THROUGH EVENTS AND EDUCATION. 1325 1325 6 525 0 108579 121921 147005 133695 26051 44295 40761 36737 322396 336648 0 0 154250 158353 0 15972 174380 174582 328630 332935 -6234 3713 1735905 1734829 8140 3351 1727765 1731478 THE MISSION OF THE NEW BERN HISTORICAL SOCIETY FOUNDATION IS TO CELEBRATE AND PROMOTE NEW BERN AND ITS HERITAGE THROUGH EVENTS AND EDUCATION. false false 245371 133695 MAINTAIN AND EXHIBIT THE HISTORICAL STRUCTURES OWNED BY THE SOCIETY WHILE ALSO EDUCATING THE COMMUNITY ABOUT THEIR HISTORICAL SIGNIFICANCE. 245371 true true false false false false true true false true true false false false false false false false false false false false false false true false false false false false false false false false false false false false false true false false false false false false false true 5 0 true 6 true false false false false false true true false false false false false false false false X 1325 1325 false false false false false true true true true false false false true true true false false true false false X BOB PENVOSE 2526390032 511 BROAD STREET NEW BERN NC 28560 X JOE HUNT PRESIDENT 5.00 X 0 0 0 KATHY MORRISON FIRST VICE-P 10.00 X 0 0 0 EGON LIPPERT SECOND VICE- 1.00 X 0 0 0 CHRIS KELSO SECRETARY 1.00 X 0 0 0 BOB PENVOSE TREASURER 10.00 X X 0 0 0 CLAUDIA HOUSTON HISTORIAN 20.00 X 0 0 0 JIM HODGES JR CURATOR 20.00 X 0 0 0 EUGENE LOCK BATTLEFIELD 10.00 X 0 0 0 JOE ANDERSON BOARD MEMBER 1.00 X 0 0 0 GEORGE EVANS BOARD MEMBER 2.00 X 0 0 0 NELSON MCDANIEL BOARD MEMBER 1.00 X 0 0 0 ROB OVERMAN BOARD MEMBER 1.00 X 0 0 0 MARY PARRISH BOARD MEMBER 1.00 X 0 0 0 GRAHAM BARDEN BOARD MEMBER 1.00 X 0 0 0 LAURA MILLER-MCLEMORE BOARD MEMBER 1.00 X 0 0 0 KEN MCCOTTER BOARD MEMBER 1.00 X 0 0 0 CATHY O'BRIEN BOARD MEMBER 2.00 X 0 0 0 MIKE WILLIAMS BOARD MEMBER 2.00 X 0 0 0 CAROL BECTON BOARD MEMBER 1.00 X 0 0 0 CLAYTON W CHEEK BOARD MEMBER 1.00 X 0 0 0 TERRI HICKMAN BOARD MEMBER 3.00 X 0 0 0 CHRISTOPHER RICHEY BOARD MEMBER 1.00 X 0 0 0 WALT TEASDALE BOARD MEMBER 3.00 X 0 0 0 false false false 54575 67346 121921 GHOSTWALK TICKET SALES 42832 42832 GHOSTWALK SPONSORSHIPS 21490 21490 HOMES TOUR 18647 18647 EDUCATIONAL PROGRAMS 15016 15016 LANTERN TOUR TICKETS 12346 12346 23364 23364 133695 22766 22766 25530 5240 20290 20290 20290 21529 21529 21529 21529 26094 9647 16447 336648 177990 20290 51167 23025 23025 5117 94831 42674 42674 9483 12355 5559 5560 1236 107 107 8186 8186 15501 15501 5898 5898 35025 34692 333 350 350 24481 24481 26787 26787 100TH ANNIVERSARY EXPENSE 19663 19663 ANNUAL BANQUET 9856 9856 EDUCATIONAL PROGRAMS EXP 9794 9794 SALES TAX 5120 5120 13814 13678 136 332935 245371 71592 15972 22349 27268 332153 292065 4006 635 1493959 610527 907912 883432 469485 531429 1735905 1734829 8140 3351 8140 3351 X 1285971 1323655 441794 407823 1727765 1731478 1735905 1734829 3713 X false false false X 246221 131729 160974 108579 121921 769424 106542 165894 184095 199340 182555 838426 352763 297623 345069 307919 304476 1607850 8000 11600 19600 8000 11600 19600 1588250 22190 20370 25020 26520 25530 119630 22190 20370 25020 26520 25530 119630 374953 317993 370089 334439 330006 1727480 0.91940 0.92660 0.07000 0.07000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 25.00 1 false 30.00 X X false 469485 25343 36601 531429 449570 19915 469485 437838 11732 449570 385979 33047 18812 437838 265332 116765 3882 385979 1.00000 false false 484241 484241 698121 467789 230332 128402 51437 76965 183195 91301 91894 883432 SCHEDULE D, PAGE 1, PART III, LINE 1A COLLECTION ITEMS ARE ACQUIRED EITHER THROUGH PURCHASE OR DONATION AND ARE NOT CAPITALIZED AND THEREFORE ARE NOT INCLUDED IN THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IF PURCHASED WITH UNRESTRICED ASSETS AND AS DECREASES IN TEMPORARILY RESTRICED NET ASSETS IF PURCHASED WITH DONOR- RESTRICTED ASSETS, AS APPLICABLE. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES. SCHEDULE D, PAGE 2, PART III, LINE 4 THE SOCIETY'S COLLECTIONS CONSIST OF DONATED AND PURCHASED ART OBJECTS, PHOTOGRAPHS, HISTORICAL BOOKS AND MAPS, AND OTHER VARIOUS ANTIQUES AND ARTIFACTS REPRESENTATIVE OF THE LOCAL TOWN'S CULTURE, TRADITIONS, AND HERITAGE, AND ARE DISPLAYED FOR PUBLIC VIEWING. SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE INTENDED FOR THE MAINTENANCE AND PRESERVATION OF SOCIETY PROPERTY. GOLF TOURNAMENT 24875 24875 1130 3744 3539 1024 24875 24875 1130 3744 3539 1024 9437 15438 X 108 false true false SCHEDULE M, PAGE 2, PART II SCH M, PART I, COLUMN (B), LINE 2 - THE NUMBER REPORTED REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. SCH M, PART I, LINE 33 - THE SOCIETY REPORTED A -0- AMOUNT ON FORM 990, PART VIII, STATEMENT OF REVENUE, LINE 1G, BECAUSE THE SOCIETY DOES NOT CAPITALIZE ITS COLLECTIONS AS ALLOWED UNDER SFAS 116. FORM 990, PAGE 6, PART VI, LINE 7A THE SOCIETY HAS A NOMINATING COMMITTEE THAT MAKES RECOMMENDATIONS TO THE BOARD FOR NEW BOARD MEMBERS. THE EXECUTIVE DIRECTOR IS ALSO ASKED TO MAKE RECOMMENDATIONS FOR NEW BOARD MEMBERS. AFTER DISCUSSIONS REGARDING BACKGROUND AND EXPERIENCE THE BOARD WILL VOTE ON NEW BOARD MEMBERS. AT EACH ANNUAL MEETING THE NOMINATING COMMITTEE PROVIDES A RECOMMENDED SLATE OF OFFICERS THAT THE BOARD ALSO VOTES UPON. FORM 990, PAGE 6, PART VI, LINE 7B THE DECISIONS SUBJECT TO THE APPROVAL OF THE BOARD ARE FINANCIAL ISSUES, MINUTES AND NEW BOARD MEMBERSHIP. ANY OTHER ITEMS ARE PRESENTED TO THE BOARD ON AN AS NEEDED BASIS. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS AVAILABE UPON REQUEST TO ALL BOARD MEMBERS FOR THEIR REVIEW. ANY QUESTIONS THAT ARISE ARE DIRECTED TO THE TREASURER OR TREASURER-ELECT AND ANSWERED PRIOR TO FILING. THE TREASURER OR TREASURER-ELECT IS RESPONSIBLE FOR SIGNING THE TAX RETURN. FORM 990, PAGE 6, PART VI, LINE 12C THE SOCIETY HAS A CONFLICT OF INTEREST POLICY. BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANNUALLY ANY CONFLICTS OF INTEREST ON THE ANNUAL BOARD MEMBER DISCLOSURE FORM. FORM 990, PAGE 6, PART VI, LINE 15A THE SOCIETY DOES HAVE A PERSONNEL COMMITTEE WHICH EVALUATES EXECUTIVE DIRECTOR COMPENSATION WITH OTHER COMPARABLE ORGANIZATIONS. A COMPARISON OF PRIOR EXECUTIVE DIRECTOR COMPENSATION IS ALSO CONSIDERED. FORM 990, PAGE 6, PART VI, LINE 19 THE SOCIETY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.