HISTORIC CHARLOTTE INC: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HISTORIC CHARLOTTE INC (EIN 58-1967346)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-16
- IRS object ID
- 201631379349203568
- Schema version
- 2014v6.0
- 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 | 2016-05-16T11:42:07-07:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C DeWitt Foard & Co PA CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 817 E Morehead Street Ste 100 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282022767 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581967346 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Historic Charlotte Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIST | BusinessNameControlTxt |
| Phone | 7042660328 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 West Tremont Ave | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Andy Largen | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Terry W Lancaster | PreparerPersonNm |
| PTIN | P00096087 | PTIN |
| Phone | 7043721515 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | www.historiccharlotte.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Gross Receipts | $32,511 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $877 | ContributionsGiftsGrantsEtcAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $31,634 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $12,271 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $19,363 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $20,240 | TotalRevenueAmt |
| Other Expenses Total | $665 | OtherExpensesTotalAmt |
| Total Expenses | $665 | TotalExpensesAmt |
| Excess Or Deficit For Year | $19,575 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $1,730 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,305 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,730 | BOYAmt |
| EOY | $21,305 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,730 | BOYAmt |
| EOY | $21,305 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,730 | BOYAmt |
| EOY | $21,305 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Promote historic preservation | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | The mission of Historic Charlotte, Inc. is to promote historic preservation in the greater Charlotte region. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $45 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $45 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| John Kincheloe | ||
| President | 1.00 | $0 |
| Jodie Lawson | ||
| Vice President | 1.00 | $0 |
| Andy Largen | ||
| Treasurer | 1.00 | $0 |
| Diane Althouse | ||
| Director | 1.00 | $0 |
| Susan Davis | ||
| Director | 1.00 | $0 |
| Jon Kelly | ||
| Director | 1.00 | $0 |
| Shep Reynolds | ||
| Director | 1.00 | $0 |
| Neel Ellison | ||
| Director | 1.00 | $0 |
| Carrie Frye | ||
| Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Historic Charlotte Inc | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 West Tremont Ave Ste 200 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7043756145 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Form720 Filed | false | Form720FiledInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | 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 | $89,219 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,127 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,670 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,012 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $877 | CurrentTaxYearAmt |
| Total | $239,905 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89,219 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,127 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,670 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,012 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $877 | CurrentTaxYearAmt |
| Total | $239,905 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $239,905 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,112 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $622 | CurrentTaxYearMinus1YearAmt |
| Total | $1,734 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $241,639 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $116,472 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98630 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Home Tour | Event1Nm |
| Gross Receipts Event1 | $20,882 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $20,882 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $4,123 | OtherDirectExpensesEvent1Amt |
| Event2 | Blast for the Past | Event2Nm |
| Gross Receipts Event2 | $10,752 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $10,752 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $8,148 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $31,634 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $31,634 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,271 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,271 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $19,363 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1 | Website $504 |
| Other Expenses.2 | Bank fees $116 |
| Other Expenses.3 | Meals & entertainment $45 |
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