HISTORICAL FOUNDATION OF HILLSBOROUGH AND ORANGE COUNTY: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HISTORICAL FOUNDATION OF HILLSBOROUGH AND ORANGE COUNTY (EIN 56-0797289)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-21
- IRS object ID
- 201820529349200402
- Schema version
- 2016v3.0
- 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 | 2018-02-21T08:32:18-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561945391 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCMILLAN PATE & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 OBERLIN ROAD SUITE 200 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | 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 & | BusinessNameLine1Txt |
| Business Name Line2 | ORANGE COUNTY INC | BusinessNameLine2Txt |
| 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 N CHURTON STREET | AddressLine1Txt |
| City | HILLSBOROUGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27278 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD TACKABERY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9197322201 | PhoneNum |
| Signature | 2018-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE MARTIN | PreparerPersonNm |
| PTIN | P01323768 | PTIN |
| Phone | 9198369200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.10.179.62 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-09 | IPDt |
| IP Tm | 12:02:55 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 554ACEEA5D18A6F53078249C7EE9DFAF22AC613D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 554ACEEA5D18A6F53078249C7EE9DFAF22AC613D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.ORANGENCHISTORY.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $73,109 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $29,951 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $5,791 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $32,501 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $26,827 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $5,674 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $3,605 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $3,354 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $251 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $1,261 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $634 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $627 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $42,294 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $44,865 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $1,650 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $5,955 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $8,588 | OtherExpensesTotalAmt |
| Total Expenses | $61,058 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$18,764 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $189,440 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$289 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $170,387 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,440 | BOYAmt |
| EOY | $170,387 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,440 | BOYAmt |
| EOY | $170,387 | 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 | $189,440 | BOYAmt |
| EOY | $170,387 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 | TO ENLIGHTEN AND ENGAGE OUR COMMUNITY AND VISITORS FROM AROUND THE WORLD BY PRESERVING AND INTERPRETING THE HISTORY OF HILLSBOROUGH AND ORANGE COUNTY. THE ORGANIZATION'S GOALS INCLUDE:1) OPERATING THE ORANGE COUNTY HISTORICAL MUSEUM.2) COLLECTING, PRESERVING, CATALOGUING, AND HOUSING HISTORIC ARTIFACTS RELEVANT TO HILLSBOROUGH AND ORANGE COUNTY HISTORY, APPLYING PROFESSIONAL TECHNIQUES TOWARDS THIS END.3) USING THE FOUNDATION'S COLLECTIONS AS A TOOL FOR EDUCATING THE PUBLIC ABOUT EACH COUNTY'S HISTORY THROUGH EXHIBITS, IN-HOUSE AND OUTREACH PROGRAMS, PUBLIC LECTURES, PUBLICATIONS, AND SPECIAL EVENTS.4) MAKING HISTORIC DOCUMENTS, ARTIFACTS, PHOTOGRAPHS, AND OTHER RECORDS AVAILABLE TO THOSE RESEARCHING HILLSBOROUGH AND ORANGE COUNTY HISTORY.5) PROVIDING SUPPORT AND ASSISTANCE FOR HISTORIC PRESERVATION EFFORTS IN HILLSBOROUGH AND ORANGE COUNTY. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $41,390 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $41,390 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| ERNEST DOLLAR | ||||
| CHAIRMAN, VICE-CHAIRMAN | 0.00 | $0 | $0 | $0 |
| STEPHANIE PRYOR | ||||
| VICE-CHAIRMAN | 0.00 | $0 | $0 | $0 |
| RICHARD TACKABERY | ||||
| TREASURER | 0.00 | $0 | $0 | $0 |
| LINDA JACOBSON | ||||
| SECRETARY | 0.00 | $0 | $0 | $0 |
| WHITNEY WATSON | ||||
| CHAIRMAN | 0.00 | $0 | $0 | $0 |
| FRANCES MCVAY | ||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| SUE HOLADAY | ||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| BESSIE MBADUGHA | ||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| MARGOT LESTER | ||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| STEPHEN FLETCHER | ||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| KEN STRAYHORN | ||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| CANDACE MIDGETT | ||||
| EXECUTIVE DIRECTOR | 30.00 | $29,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| 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 |
| 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 |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD TACKABERY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 423 GANYARD FARM WAY | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 277036236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9195196445 | 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 |
| 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 | $36,995 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,003 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,658 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,688 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,817 | CurrentTaxYearAmt |
| Total | $174,161 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,995 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,003 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,658 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,688 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,817 | CurrentTaxYearAmt |
| Total | $174,161 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $174,161 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,604 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,604 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,047 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,091 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,791 | CurrentTaxYearAmt |
| Total | $44,137 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,843 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,838 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,263 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,385 | CurrentTaxYearAmt |
| Total | $29,339 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $247,637 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $16,425 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70330 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69430 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST AND DIVIDENDS . AMOUNT: 5,791. |
| FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY | INCOME: GROSS RECEIPTS: 1,261. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 634. GROSS PROFIT: 627. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 634. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 634. |
| FORM 990-EZ, PART I, LINE 7B - OTHER COSTS | DESCRIPTION: PURCHASES. AMOUNT: 634. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: OFFICE EXPENSE . AMOUNT: 2,728. DESCRIPTION: INSURANCE . AMOUNT: 2,067. DESCRIPTION: HERITAGE EDUCATION . AMOUNT: 1,514. DESCRIPTION: COLLECTION CARE AND CONSERVATION CO . AMOUNT: 942. DESCRIPTION: PAYROLL PROCESSING FEES . AMOUNT: 600. DESCRIPTION: MISCELLANEOUS EXPENSE . AMOUNT: 434. DESCRIPTION: ADVERTISING . AMOUNT: 303. TOTAL TO FORM 990-EZ, LINE 16: 8,588. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: UNREALIZED GAIN/LOSSES . AMOUNT: -289. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |