Nonprofit · EIN 56-0897292
THE NEW BERN HISTORICAL SOCIETY FOUNDATION INC
Tax-exempt · NEW BERN, NC 28560
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $336,648 | $332,935 | $3,713 | $1,734,829 | $3,351 | $1,731,478 |
| June 30, 2024 | 990 | $322,396 | $328,630 | -$6,234 | $1,735,905 | $8,140 | $1,727,765 |
| June 30, 2023 | 990 | $358,149 | $304,749 | $53,400 | $1,742,612 | $8,613 | $1,733,999 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $121,921
- Membership dues
- $54,575
- Program service revenue
- $133,695
- Investment income
- $44,295
- Net rental income
- $20,290
- Net gain from sales of assets
- $21,529
- Net income from fundraising events
- $16,447
- Other revenue
- $36,737
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $51,167
- Other salaries and wages
- $94,831
- Salaries, compensation and benefits (total)
- $158,353
- Professional fundraising fees
- $0
- Occupancy
- $35,025
- Depreciation
- $24,481
- Program services (functional)
- $245,371
- Management and general (functional)
- $71,592
- Fundraising (functional)
- $15,972
Balance sheet and other
- Total assets, start of year
- $1,735,905
- Total assets, end of year
- $1,734,829
- Total liabilities, end of year
- $3,351
- Net assets, end of year
- $1,731,478
- Land, buildings and equipment
- $883,432
- Publicly traded securities
- $531,429
- Net assets without donor restrictions
- $1,323,655
- Net assets with donor restrictions
- $407,823
- Gross receipts
- $351,535
- Employees
- 6
- Volunteers
- 525
- Year formed
- 1954
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE HUNT | PRESIDENT Officer | 5 | $0 |
| KATHY MORRISON | FIRST VICE-P Officer | 10 | $0 |
| EGON LIPPERT | SECOND VICE- Officer | 1 | $0 |
| CHRIS KELSO | SECRETARY Officer | 1 | $0 |
| BOB PENVOSE | TREASURER Trustee or director, Officer | 10 | $0 |
| CLAUDIA HOUSTON | HISTORIAN Trustee or director | 20 | $0 |
| JIM HODGES JR | CURATOR Trustee or director | 20 | $0 |
| EUGENE LOCK | BATTLEFIELD Trustee or director | 10 | $0 |
| JOE ANDERSON | BOARD MEMBER Trustee or director | 1 | $0 |
| GEORGE EVANS | BOARD MEMBER Trustee or director | 2 | $0 |
| NELSON MCDANIEL | BOARD MEMBER Trustee or director | 1 | $0 |
| ROB OVERMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY PARRISH | BOARD MEMBER Trustee or director | 1 | $0 |
| GRAHAM BARDEN | BOARD MEMBER Trustee or director | 1 | $0 |
| LAURA MILLER-MCLEMORE | BOARD MEMBER Trustee or director | 1 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEN MCCOTTER | BOARD MEMBER Trustee or director | 1 | $0 |
| CATHY O'BRIEN | BOARD MEMBER Trustee or director | 2 | $0 |
| MIKE WILLIAMS | BOARD MEMBER Trustee or director | 2 | $0 |
| CAROL BECTON | BOARD MEMBER Trustee or director | 1 | $0 |
| CLAYTON W CHEEK | BOARD MEMBER Trustee or director | 1 | $0 |
| TERRI HICKMAN | BOARD MEMBER Trustee or director | 3 | $0 |
| CHRISTOPHER RICHEY | BOARD MEMBER Trustee or director | 1 | $0 |
| WALT TEASDALE | BOARD MEMBER Trustee or director | 3 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE HUNT | PRESIDENT Officer | 5 | $0 |
| KATHY MORRISON | FIRST VICE-P Officer | 5 | $0 |
| EGON LIPPERT | SECOND VICE- Officer | 1 | $0 |
| CHRIS KELSO | SECRETARY Officer | 1 | $0 |
| JIM MORRISON | TREASURER Officer | 5 | $0 |
| CLAUDIA HOUSTON | HISTORIAN Trustee or director | 20 | $0 |
| JIM HODGES JR | CURATOR Trustee or director | 20 | $0 |
| EUGENE LOCK | BATTLEFIELD Trustee or director | 10 | $0 |
| JOE ANDERSON | BOARD MEMBER Trustee or director | 1 | $0 |
| GEORGE EVANS | BOARD MEMBER Trustee or director | 2 | $0 |
| CHERYL LAWRENCE | BOARD MEMBER Trustee or director | 1 | $0 |
| NELSON MCDANIEL | BOARD MEMBER Trustee or director | 2 | $0 |
| MARY PARRISH | BOARD MEMBER Trustee or director | 2 | $0 |
| KAREN WHITMORE | BOARD MEMBER Trustee or director | 2 | $0 |
| LYNNE HARAKAL | BOARD MEMBER Trustee or director | 1 | $0 |
| KEN MCCOTTER | BOARD MEMBER Trustee or director | 1 | $0 |
| CATHY O'BRIEN | BOARD MEMBER Trustee or director | 2 | $0 |
| MIKE WILLIAMS | BOARD MEMBER Trustee or director | 2 | $0 |
| CAROL BECTON | BOARD MEMBER Trustee or director | 1 | $0 |
| CLAYTON W CHEEK | BOARD MEMBER Trustee or director | 1 | $0 |
| TERRI HICKMAN | BOARD MEMBER Trustee or director | 3 | $0 |
| CHRISTOPHER RICHEY | BOARD MEMBER Trustee or director | 1 | $0 |
| WALT TEASDALE | BOARD MEMBER Trustee or director | 3 | $0 |
| BOB PENVOSE | TREASURER Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2023: 23 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE HUNT | PRESIDENT Officer | 6 | $0 |
| KATHY MORRISON | FIRST VICE-P Officer | 6 | $0 |
| EGON LIPPERT | SECOND VICE- Officer | 1 | $0 |
| CHRIS KELSO | SECRETARY Officer | 4 | $0 |
| JIM MORRISON | TREASURER Officer | 4 | $0 |
| CLAUDIA HOUSTON | HISTORIAN Trustee or director | 21 | $0 |
| JIM HODGES JR DDS | CURATOR Trustee or director | 28 | $0 |
| JONATHAN MILLER | BATTLEFIELD Trustee or director | 7 | $0 |
| CAROL BECTON | BOARD MEMBER Trustee or director | 1 | $0 |
| CLAYTON W CHEEK | BOARD MEMBER Trustee or director | 1 | $0 |
| BRECK GIBBS | BOARD MEMBER Trustee or director | 1 | $0 |
| GERRI OLVANEY | BOARD MEMBER Trustee or director | 1 | $0 |
| WALT TEASDALE | BOARD MEMBER Trustee or director | 1 | $0 |
| JOE ANDERSON | BOARD MEMBER Trustee or director | 1 | $0 |
| GEORGE EVANS | BOARD MEMBER Trustee or director | 1 | $0 |
| CHERYL LAWRENCE | BOARD MEMBER Trustee or director | 1 | $0 |
| NELSON MCDANIEL | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY PARRISH | BOARD MEMBER Trustee or director | 1 | $0 |
| KAREN WHITMORE | BOARD MEMBER Trustee or director | 1 | $0 |
| LYNNE HARAKAL | BOARD MEMBER Trustee or director | 1 | $0 |
| KEN MCCOTTER | BOARD MEMBER Trustee or director | 1 | $0 |
| CATHY O'BRIEN | BOARD MEMBER Trustee or director | 1 | $0 |
| MIKE WILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 511 BROAD ST, NEW BERN, NC 28560-4803
- Principal officer (990 for 2024)
- JOE HUNT, 515 BROAD STREET, NEW BERN, NC 28560
- Signed the 990
- BOB PENVOSE, TREASURER
- Phone
- (252) 638-8558
- Website
- NEWBERNHISTORICAL.ORG
- Return prepared by
- SALEM SMITH REGISTER & KNOTT PLLC
Mission
THE MISSION OF THE NEW BERN HISTORICAL SOCIETY FOUNDATION IS TO CELEBRATE AND PROMOTE NEW BERN AND ITS HERITAGE THROUGH EVENTS AND EDUCATION.
Program accomplishments
- MAINTAIN AND EXHIBIT THE HISTORICAL STRUCTURES OWNED BY THE SOCIETY WHILE ALSO EDUCATING THE COMMUNITY ABOUT THEIR HISTORICAL SIGNIFICANCE.Expenses $245,371 · revenue $133,695
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-0897292
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1979
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,734,829
- Income (IRS master file)
- $351,535
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $336,648 | $332,935 | $1,734,829 | XML |
| 990 | June 2024 | $322,396 | $328,630 | $1,735,905 | XML |
| 990 | June 2023 | $358,149 | $304,749 | $1,742,612 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-0897292).
Questions about THE NEW BERN HISTORICAL SOCIETY FOUNDATION INC
- What is the EIN of THE NEW BERN HISTORICAL SOCIETY FOUNDATION INC?
- The employer identification number (EIN) of THE NEW BERN HISTORICAL SOCIETY FOUNDATION INC is 56-0897292.
- Is THE NEW BERN HISTORICAL SOCIETY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to THE NEW BERN HISTORICAL SOCIETY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE NEW BERN HISTORICAL SOCIETY FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE NEW BERN HISTORICAL SOCIETY FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE NEW BERN HISTORICAL SOCIETY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE NEW BERN HISTORICAL SOCIETY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names JOE HUNT.
- Who are the officers and directors of THE NEW BERN HISTORICAL SOCIETY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 23 people; 0 received compensation from the organization.
- How much revenue does THE NEW BERN HISTORICAL SOCIETY FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $336,648, expenses of $332,935 and total assets of $1,734,829 at year end.
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