MECKLENBURG BAR FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
MECKLENBURG BAR FOUNDATION (EIN 23-7062151)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-02-14
IRS object ID
201310459349301086
Schema version
2011v1.5
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

FieldValueIRS element (for citing)
Timestamp2013-02-14T10:40:05-08:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1C DeWitt Foard & Co PA CPAsBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11001 Morehead Square DrSte450AddressLine1
CityCharlotteCity
StateNCState
ZIP Code28203ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN237062151EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Mecklenburg Bar FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMECKNameControl
Phone7043758624Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1438 Queens RoadAddressLine1
CityCharlotteCity
StateNCState
ZIP Code28207ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDouglas M JarrellName
TitlePresidentTitle
Date Signed2013-02-14DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameTerry W LancasterName
Phone7043721515Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonNancy RobersonNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1438 Queens RdAddressLine1
CityCharlotteCity
StateNCState
ZIP Code28207ZIPCode
FieldValueIRS element (for citing)
Gross Receipts525777GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
All Affiliates IncludedfalseAllAffiliatesIncluded
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1962YearFormation
State Legal DomicileNCStateLegalDomicile
Activity Or Mission DescriptionTo advance public understanding and respect for the rule of law and the role of the legal profession; to promote the highest ideals of professionalism, public service and access to the legal system; and to support the charitable and educational goals of the Mecklenburg County Bar.ActivityOrMissionDescription
Nbr Voting Members Governing Body23NbrVotingMembersGoverningBody
Nbr Independent Voting Members23NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers75TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year236253ContributionsGrantsPriorYear
Contributions Grants Current Year317760ContributionsGrantsCurrentYear
Program Service Revenue Prior Year65242ProgramServiceRevenuePriorYear
Program Service Revenue CY65234ProgramServiceRevenueCY
Investment Income Prior Year7509InvestmentIncomePriorYear
Investment Income Current Year6213InvestmentIncomeCurrentYear
Other Revenue Prior Year-1217OtherRevenuePriorYear
Other Revenue Current Year-86316OtherRevenueCurrentYear
Total Revenue Prior Year307787TotalRevenuePriorYear
Total Revenue Current Year302891TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year132150GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY82500GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year57714TotalFundrsngExpCurrentYear
Other Expense Prior Year160960OtherExpensePriorYear
Other Expenses Current Year224012OtherExpensesCurrentYear
Total Expenses Prior Year293110TotalExpensesPriorYear
Total Expenses Current Year306512TotalExpensesCurrentYear
Revenues Less Expenses Prior Year14677RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-3621RevenuesLessExpensesCY
Total Assets BOY865361TotalAssetsBOY
Total Assets EOY840173TotalAssetsEOY
Total Liabilities BOY114868TotalLiabilitiesBOY
Total Liabilities EOY99741TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY750493NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY740432NetAssetsOrFundBalancesEOY
Mission DescriptionTo advance public understanding and respect for the rule of law and the role of the legal profession; to promote the highest ideals of professionalism, public service and access to the legal system; and to support the charitable and educational goals of the Mecklenburg County Bar.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense189738Expense
Grants82500Grants
DescriptionThe Foundation has established a Bar Center which provides services to the general public, attorneys, and other non-profit organizations which provide free legal assistance. The mission of the Foundation is to advance public understanding and respect for the rule of law and the role of the legal profession; to promote the highest ideals of the professionalism, public service, and access to the legal system; and to support the charitable and educational goals of the Mecklenburg County Bar.Description
Total Program Service Expense189738TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10964NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Form990-T FiledfalseForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Form8886 T FiledfalseForm8886TFiled
Non Deductible ContributionsfalseNonDeductibleContributions
Non Deductible DisclosurefalseNonDeductibleDisclosure
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Number Of8282 Filed0NumberOf8282Filed
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Filed Lieu1041falseFiledLieu1041
Licensed More Than One StatefalseLicensedMoreThanOneState
Indoor Tanning ServicesfalseIndoorTanningServices
Form720 FiledfalseForm720Filed
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members23NbrVotingGoverningBodyMembers
Number Independent Voting Members23NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Policies Reference ChaptersfalsePoliciesReferenceChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementfalseRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledNCStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonSally RobinsonNamePerson
Telephone Number7043758624TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1438 Queens RoadAddressLine1
CityCharlotteCity
StateNCState
ZIP Code28207ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (24 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
David B Whelpley Jr
Development1.00X000
John Jay N Suhr
Director1.00X000
Charles Chet H Rabon Jr
Director1.00X000
Eric Montgomery
Director1.00X000
Daniel A Merlin
Director1.00X000
Stephen A Mayo
Director1.00X000
Brandon M Lofton
Director1.00X000
Anthony Tony Lathrop
Director1.00X000
Tanisha Johnson
Director1.00X000
Katherine S Holliday
Grant Review1.00X000
J Melissa Woods
Director1.00X000
Aretha V Blake
Treasurer1.00X000X
George E Battle III
Director1.00X000
Douglas M Jarrell
President1.00X000
Nina Shor
Director1.00X000
John H Cobb
Director1.00X000
Amy K Johnson
Fellowship Fund1.00X000
William H McMullen Jr
Director1.00X000
Richard M Thigpen
Past-President1.00X000X
Jonathan E Buchan Jr
Director1.00X000
DeWitt Mac McCarley
Past-President1.00X000X
Dianne C Bailey
Secretary1.00X000X
T Jonathan Adams
Development1.00X000
Nancy Roberson
Executive Direc13.00000X
FieldValueIRS element (for citing)
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events142373FundraisingEvents
All Other Contributions175387AllOtherContributions
Total Contributions317760TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionMeck. Bar CenterDescription
Total Revenue Column65234TotalRevenueColumn
Related Or Exempt Function Income65234RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue65234TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column6261TotalRevenueColumn
Exclusion$6,261ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities30000Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities30048Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-48Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-48TotalRevenueColumn
Exclusion-$48ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events106522GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events142373CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses192838FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-86316TotalRevenueColumn
Exclusion-$86,316ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column302891TotalRevenueColumn
Related Or Exempt Function Income65234RelatedOrExemptFunctionIncome
Exclusion-$80,103ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total67500Total
Program Services67500ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total15000Total
Program Services15000ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total0Total

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total0Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total0Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total0Total

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total0Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total0Total

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total539Total
Management And General539ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total0Total

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total0Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total0Total

Travel Travel

FieldValueIRS element (for citing)
Total0Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total0Total

Interest Interest

FieldValueIRS element (for citing)
Total4351Total
Program Services3046ProgramServices
Management And General652ManagementAndGeneral
Fundraising653Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total13165Total
Program Services9216ProgramServices
Management And General1974ManagementAndGeneral
Fundraising1975Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total0Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalFundraisingFundraisingProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
Campaign40744074
All other expense1073810738
Program costs7672576725
Admin. costs114071399251825155895

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total349Total
Fundraising349Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total306512Total
Program Services189738ProgramServices
Management And General59060ManagementAndGeneral
Fundraising57714Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
EOY0EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY167933BOY
EOY151338EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
EOY0EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
EOY0EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis722213LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec239612LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY495766BOY
EOY482601EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY201662BOY
EOY200798EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
EOY5436EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY865361BOY
EOY840173EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY114868BOY
EOY99741EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY114868BOY
EOY99741EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY438422BOY
EOY461521EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY312071BOY
EOY278911EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY750493BOY
EOY740432EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY865361BOY
EOY840173EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-3621ReconcilationRevenueExpenses
Reconcilation Other Changes-6440ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteefalseAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredfalseFederalGrantAuditRequired
Federal Grant Audit PerformedfalseFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years121975CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years102422CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years219615CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year236253CurrentTaxYearMinus1Year
Current Tax Year319760CurrentTaxYear
Total1000025Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years44100CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years54671CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years65242CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year65242CurrentTaxYearMinus1Year
Current Tax Year65234CurrentTaxYear
Total294489Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years31901CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years25099CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years22675CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year28836CurrentTaxYearMinus1Year
Current Tax Year106791CurrentTaxYear
Total215302Total

Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509

FieldValueIRS element (for citing)
Total0Total

Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt

FieldValueIRS element (for citing)
Total0Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years197976CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years182192CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years307532CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year330331CurrentTaxYearMinus1Year
Current Tax Year491785CurrentTaxYear
Total1509816Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years14775CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years16290CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year19388CurrentTaxYearMinus1Year
Total50453Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years39100CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years49761CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years60242CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year60242CurrentTaxYearMinus1Year
Current Tax Year60234CurrentTaxYear
Total269579Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years39100CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years64536CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years76532CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year79630CurrentTaxYearMinus1Year
Current Tax Year60234CurrentTaxYear
Total320032Total
FieldValueIRS element (for citing)
Public Support Total5091189784PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years13049CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years6615CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years5255CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year7509CurrentTaxYearMinus1Year
Current Tax Year6261CurrentTaxYear
Total38689Total

Post1975 UBTI Post1975UBTI

FieldValueIRS element (for citing)
Total0Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years13049CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years6615CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years5255CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year7509CurrentTaxYearMinus1Year
Current Tax Year6261CurrentTaxYear
Total38689Total

Net Income From Other UBI NetIncomeFromOtherUBI

FieldValueIRS element (for citing)
Total0Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Total0Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years211025CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years188807CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years312787CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year337840CurrentTaxYearMinus1Year
Current Tax Year498046CurrentTaxYear
Total1548505Total
FieldValueIRS element (for citing)
Public Support Percentage5090.76830PublicSupportPercentage509
Prior Year Support Percentage0.72140PriorYearSupportPercentage
Investment Income Percentage0.02500InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.03650PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance50425BeginningOfYearBalance
Investment Earnings Or Losses-427InvestmentEarningsOrLosses
End Of Year Balance49998EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance41781BeginningOfYearBalance
Contributions750Contributions
Investment Earnings Or Losses7894InvestmentEarningsOrLosses
End Of Year Balance50425EndOfYearBalance
FieldValueIRS element (for citing)
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis377349OtherCostOrOtherBasis
Book Value377349BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis344864OtherCostOrOtherBasis
Depreciation239612Depreciation
Book Value105252BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings482601TotalOfBookValueLandBuildings
Total Revenue302891TotalRevenue
Total Expenses306512TotalExpenses
Excess Or Deficit For Year-3621ExcessOrDeficitForYear
Net Unrealized GL On Investments-6440NetUnrealizedGLOnInvestments
Total Adjustments-6440TotalAdjustments
Excess Or Deficit Per FS-10061ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt295912TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-6440NetUnrealizedGainsInvestments
Revenue Not Rptd F990-6440RevenueNotRptdF990
Revenue Subtotal302352RevenueSubtotal
Investment Expenses Not Included539InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt539RevenueNotRptdOnFinStmt
Total Revenue Per Form990302891TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt305973TotExpensesEtcAuditedFinclStmt
Expenses Subtotal305973ExpensesSubtotal
Investment Expenses Not Included2539InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt539ExpensesNotRptdOnFinStmt
Total Expenses Per Form990306512TotalExpensesPerForm990

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agreement Ref FundraisingfalseAgreementRefFundraising

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Centennial CelebrationNameOfEvent1
Gross Receipts Event1172167GrossReceiptsEvent1
Charitable Contributions Event194550CharitableContributionsEvent1
Gross Revenue Event177617GrossRevenueEvent1
Rent Facility Costs Event172823RentFacilityCostsEvent1
Food And Beverage Event130878FoodAndBeverageEvent1
Entertainment Event15800EntertainmentEvent1
Other Direct Expenses Event154849OtherDirectExpensesEvent1
Name Of Event2Law & Society LuncheonNameOfEvent2
Gross Receipts Event246270GrossReceiptsEvent2
Charitable Contributions Event229045CharitableContributionsEvent2
Gross Revenue Event217225GrossRevenueEvent2
Other Direct Expenses Event216759OtherDirectExpensesEvent2
Total Number Of Other Events1TotalNumberOfOtherEvents
Gross Receipts Other Events30458GrossReceiptsOtherEvents
Charitable Contrib Other Events18778CharitableContribOtherEvents
Gross Revenue Other Events11680GrossRevenueOtherEvents
Rent Facility Costs Other Events11168RentFacilityCostsOtherEvents
Other Direct Expenses Other Events561OtherDirectExpensesOtherEvents
Gross Receipts Total248895GrossReceiptsTotal
Charitable Contributions Total142373CharitableContributionsTotal
Gross Revenue Total Events106522GrossRevenueTotalEvents
Rent Facility Costs Total Events83991RentFacilityCostsTotalEvents
Food And Beverage Total Events30878FoodAndBeverageTotalEvents
Entertainment Total Events5800EntertainmentTotalEvents
Other Direct Expenses Total Events72169OtherDirectExpensesTotalEvents
Direct Expense Summary Events192838DirectExpenseSummaryEvents
Net Income Summary-86316NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistancePurpose Of GrantPurposeOfGrant
NC Legal Education
3948 Browning Place Suite 334RaleighNC29609561682398501(c)(3)200000See description in Part IV
Mecklenburg County Bar
438 Queens RdCharlotteNC28207560798133See Sch. O175000See description in Part IV
Legal Services of the
1431 Elizabeth AvenueCharlotteNC28204561202940501(c)(3)100000See description in Part IV
Latin American Coalition
4938 Central Avenue Ste 101CharlotteNC28205581945776501(c)(3)125000See description in Part IV
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants2TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations2TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantScholarshipsTypeOfGrant
Number Of Recipients9NumberOfRecipients
Amount Of Cash Grant15000AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)

IdentifierIdentifierExplanationExplanation
Grantmaker's Description of How Grants are UsedEnd of year report providing details of how grant funds were used.
Additional Supplemental InformationADDITIONAL INFORMATION ON THE GRANTS IN PART II - PURPOSEMecklenburg County Bar:Bar History - To assist with funding for the Bar History book which documents the history of the Mecklenburg County BarBar Leadership Institute - To assist with funding for the Bar Leadership Institute Program which teaches attorney participants leadership skills for professional and personal life. Diversity Day - To assist with funding for a legal pipeline program designed to expose high school and undergraduates to the legal profession; geared to minority studentsLegal Services of the Southern Piedmont:To provide representation in administrative hearings for Medicaid recipients Contesting Medicaid services, to support system advocacy to ensure coverage for low income people in the implementation of federal health reform in NC with matching funds from the Community Catalyst Fund; and to support the ongoing activities of the Family Support and Health Care ProgramNC Legal Education Assistance Foundation:To support public interest attorneys through its educational loan repayment programLatin American Coalition:To support the Latin American Coalition's Immigrant Rights Program offering affordable, bilingual and bicultural immigrations services

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
Mecklenburg County Bar Exempt Code SectionThe Mecklenburg County Bar is exempt from Federal income tax as an integral part of a political subdivision of the state of North Carolina.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableMade available on Mecklenburg County Bar's website.Form 990, Part VI, Line 19
Form 990, Part VI, Line 11: Form 990 Review ProcessThe Executive Director and Director of Finance and HR review the 990.Form 990, Part VI, Line 11

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1Mecklenburg County Bar 26th Jud DistBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1438 Queens RoadAddressLine1
CityCharlotteCity
StateNCState
ZIP Code28207ZIPCode
FieldValueIRS element (for citing)
EIN560798133EIN
Primary ActivitiesImprove & preserve administration of justicePrimaryActivities
Legal Domicile StateNCLegalDomicileState
Exempt Code SectionSee Sch. OExemptCodeSection
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled OrgfalseControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgstrueRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
Mecklenburg County Bar 26th Jud Dist
q19478
Mecklenburg County Bar 26th Jud Dist
n60829
Mecklenburg County Bar 26th Jud Dist
m53242
Mecklenburg County Bar 26th Jud Dist
i65234
Mecklenburg County Bar 26th Jud Dist
b17500

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