HISTORICAL FOUNDATION OF HILLSBOROUGH AND ORANGE COUNTY: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HISTORICAL FOUNDATION OF HILLSBOROUGH AND ORANGE COUNTY (EIN 56-0797289)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-04-14
- IRS object ID
- 202341049349201014
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-14T10:38:36-07:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560797289 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORICAL FOUNDATION OF HILLSBOROUGH AND ORANGE COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIST | BusinessNameControlTxt |
| Phone | 9197322201 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 North Churton Street | AddressLine1Txt |
| City | Hillsborough | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27278 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Matthew Hughes | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9199284480 | PhoneNum |
| Signature | 2023-04-14 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 1 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | http://orangehistorync.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $97,955 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $90,782 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $4,009 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $0 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $0 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $2,225 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $638 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $1,587 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $939 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $88 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $851 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
| Total Revenue | $97,229 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $2,000 | GrantsAndSimilarAmountsPaidAmt |
| Benefits Paid To Or For Members | $0 | BenefitsPaidToOrForMembersAmt |
| Salaries Other Comp Empl Bnft | $61,593 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $10,230 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $17,804 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,831 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $15,526 | OtherExpensesTotalAmt |
| Total Expenses | $108,984 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$11,755 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $160,043 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$21,893 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $126,395 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,043 | BOYAmt |
| EOY | $126,395 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,043 | BOYAmt |
| EOY | $126,395 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,043 | BOYAmt |
| EOY | $126,395 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To enlighten and engage our community and visitors from around the world by preserving and interpreting the history of Hillsborough and Orange County, North Carolina. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | By the end of FY 21-22, the permanent gallery was fully refreshed and expanded to include a 20th century case. Two free special exhibits have been made available to the public, 'Date Night: Orange County Fashion, Food, Music & Fun', and 'What's Your Flavor?!'. In the fall of 2021, a free program featuring a non-staff member was presented to the public related to 'Date Night' ('Date Night' had 2 other programs which occurred in FY 20-21). Additional programs included Trading Path talks held in late 2021, and various others for early 2022 related to the permanent exhibit. A family-centered gallery was created in early 2022, and offered educational displays, handling artifacts, and themed activities (to be further developed during early FY22-23 and beyond, making the Museum the only location in Orange County to offer permanent history themed learning opportunities for children). The Chapel Hill Historical Society installed their first pieces in early 2022 through a new partnership. By the end of FY 21-22, the Museum participated in more than 6 collaborative events, including: Last Friday Art Walks, OCPL Storybook walk summer of 2021, collaboration on a walking tour with The Alliance connected to our 'Date Night' exhibit, merchant Trick or Treating, participation in the holiday parade and wreath walk, providing crafts for the Solstice Lantern Walk of 2021, Rev War Living History Day in early 2022, and the Historical Hillsborough Weekend planned for June of 2022. In all, 9 lesson plans connected to the special exhibits 'Yésah and 'Date Night' were created and provided for free. In particular, the 'Yesah' activities were shared widely with Orange County and homeschool contacts. 8 tours were conducted, including 3 school groups. 286 individuals were served through these tours. On-site, a scavenger hunt was created for 'Yésah', and three interactive elements were continuously offered in the 'Date Night' exhibit. Additionally, two children's activity booklets were made, and Saturday morning crafts associated with the galleries and historical concepts were offered. These increased opportunities for children to improve their educational outcomes. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $66,082 | GrantsAndAllocationsAmt |
| Program Service Expenses | $72,651 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $72,651 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Tonya Brami | ||||
| Chairperson | 5 | $0 | $0 | $0 |
| Pip Merrick | ||||
| Vice Chairperson | 5 | $0 | $0 | $0 |
| Matthew Hughes | ||||
| Treasurer | 5 | $0 | $0 | $0 |
| Gregg Phillips | ||||
| Secretary | 5 | $0 | $0 | $0 |
| Ken Ostran | ||||
| Director | 5 | $0 | $0 | $0 |
| Beverly Payne | ||||
| Director | 5 | $0 | $0 | $0 |
| Kathie Young | ||||
| Director | 5 | $0 | $0 | $0 |
| Tom Magnuson | ||||
| Director | 5 | $0 | $0 | $0 |
| Sherry Appel | ||||
| Director | 5 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Form1120 Pol Filed | 0 | Form1120PolFiledInd |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Matthew Hughes | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 North Churton Street | AddressLine1Txt |
| City | Hillsborough | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27278 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9199284480 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,173 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,795 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,026 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,586 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,082 | CurrentTaxYearAmt |
| Total | $220,662 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,173 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,795 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,026 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,586 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,082 | CurrentTaxYearAmt |
| Total | $220,662 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $220,662 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,508 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,998 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $9,478 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,432 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,436 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $6,868 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $237,008 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $220,662 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93103 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88483 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | The organization did not receive "other income." | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 10 | The Historical Foundation received $2,000 from the State of North Carolina due to serving as the fiscal sponsor of an individual (Iris Chapman) doing research in the community. The Foundation expended these funds on Ms. Chapman's behalf as a grant. |
| Form 990-EZ, Part I, Line 16 | Description;Amount^Non Personnel Operational;5556|Programmatic;9721|Fundraising;249^Total;15526^ |
| Form 990-EZ, Part I, Line 20 | Changes in net assets mostly derive from investments held by the organization that saw reductions due to the market. |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Organization received an extension. | ExplanationTxt |