HISTORIC CHARLOTTE INC: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HISTORIC CHARLOTTE INC (EIN 58-1967346)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-13
- IRS object ID
- 201321339349202237
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T12:02:00-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C DeWitt Foard & Co PA CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 Morehead Square DrSte450 | AddressLine1 |
| City | Charlotte | City |
| State | NC | State |
| ZIP Code | 28203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581967346 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Historic Charlotte Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HIST | NameControl |
| Phone | 7043756145 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 33113 | AddressLine1 |
| City | Charlotte | City |
| State | NC | State |
| ZIP Code | 28233 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Andy Largen | Name |
| Title | Treasurer | Title |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Terry W Lancaster | Name |
| Phone | 7043721515 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | www.historiccharlotte.org | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 71615 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 41127 | ContributionsGiftsGrantsEtc |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Fundraising Gross Income | 22470 | FundraisingGrossIncome |
| Special Events Direct Expenses | 22470 | SpecialEventsDirectExpenses |
| Gross Sales Of Inventory | 841 | GrossSalesOfInventory |
| Cost Of Goods Sold | 676 | CostOfGoodsSold |
| Gro Profit Loss Sales Of Inventory | 165 | GroProfitLossSalesOfInventory |
| Other Revenue Total | 7177 | OtherRevenueTotal |
| Total Revenue | 48469 | TotalRevenue |
| Salaries Other Comp Empl Benefits | 57688 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 600 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 517 | PrintingPublicationsPostage |
| Other Expenses Total | 15446 | OtherExpensesTotal |
| Total Expenses | 74251 | TotalExpenses |
| Excess Or Deficit For Year | -25782 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 43366 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17584 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45843 | BOY |
| EOY | 11808 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12503 | BOY |
| EOY | 11100 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58346 | BOY |
| EOY | 22908 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14980 | BOY |
| EOY | 5324 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43366 | BOY |
| EOY | 17584 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Promote historic preservation | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | The mission of Historic Charlotte, Inc. is to promote historic preservation in the greater Charlotte region. | DescriptionProgramServiceAccom |
| Grants And Allocations | 78542 | GrantsAndAllocations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 78542 | TotalProgramServiceExpenses |
| Info In Schedule O Part IV | X | InfoInScheduleOPartIV |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (18 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Candice E Williams | ||||||
| 214 N Tryon Street Suite 4110 | Charlotte | NC | 28202 | Director | 1.00 | 0 |
| Emily Makas | ||||||
| 9201 University City Blvd | Charlotte | NC | 28202 | Director | 1.00 | 0 |
| Andy Largen | ||||||
| 100 N Tryon Street Suite 3800 | Charlotte | NC | 28202 | Treasurer | 1.00 | 0 |
| Mary Beth Navarro | ||||||
| 3527 High Hamptons Dr | Charlotte | NC | 28210 | Vice President | 1.00 | 0 |
| Seth Hudson | ||||||
| 214 Scofield Road | Charlotte | NC | 28209 | President | 1.00 | 0 |
| John Howard | ||||||
| 600 East 4th Street | Charlotte | NC | 28202 | Director | 1.00 | 0 |
| Kevin Monroe | ||||||
| 600 4th Street | Charlotte | NC | 28202 | Director | 1.00 | 0 |
| Craig Spitzer | ||||||
| 237 N Tryon Street | Charlotte | NC | 28202 | Secretary | 1.00 | 0 |
| Cliff McMackin | ||||||
| 2629 Bay Street | Charlotte | NC | 28205 | Director | 1.00 | 0 |
| John Kincheloe | ||||||
| 1905 Tippah Avenue | Charlotte | NC | 28205 | Director | 1.00 | 0 |
| Nathan Adams | ||||||
| 3405 Arbor Pointe Dr | Indian Trail | NC | 28079 | Director | 1.00 | 0 |
| Terri Arrowood | ||||||
| 2917 Whiting Ave | Charlotte | NC | 28205 | Director | 1.00 | 0 |
| Neel Ellison | ||||||
| 2421 Croydon Rd | Charlotte | NC | 28209 | Director | 1.00 | 0 |
| Kristen Day | ||||||
| 1308 Kenilworth Avenue | Charlotte | NC | 28203 | Director | 1.00 | 0 |
| Carrie Frye | ||||||
| 2907 Providence Road Suite 30 | Charlotte | NC | 28211 | Director | 1.00 | 0 |
| Susan Davis | ||||||
| 2535 Cloister Drive | Charlotte | NC | 28211 | Director | 1.00 | 0 |
| Nicole McBeth | ||||||
| 1126 Princeton Avenue | Charlotte | NC | 28209 | Executive Direc | 24.00 | 9383 |
| Timothy Britt | ||||||
| 8939 Providence Estates Court | Charlotte | NC | 28270 | Director | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Filed990 T | false | OrganizationFiled990T |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Historic Charlotte Inc | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 33113 | AddressLine1 |
| City | Charlotte | City |
| State | NC | State |
| ZIP Code | 28233 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7043756145 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Form720 Filed | false | Form720Filed |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 62916 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 49512 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 42786 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 89219 | CurrentTaxYearMinus1Year |
| Current Tax Year | 56127 | CurrentTaxYear |
| Total | 300560 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 62916 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 49512 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 42786 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 89219 | CurrentTaxYearMinus1Year |
| Current Tax Year | 56127 | CurrentTaxYear |
| Total | 300560 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 300560 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 954 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3536 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 529 | CurrentTaxYearMinus2Years |
| Total | 5019 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10618 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 128 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1650 | CurrentTaxYearMinus2Years |
| Total | 12396 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 317975 | TotalSupport |
| Gross Receipts From Admissions Etc | 47547 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.94520 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.94040 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Blast for the Past | NameOfEvent1 |
| Gross Receipts Event1 | 35595 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 15243 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 20352 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 4089 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 10985 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 750 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 4528 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 35595 | GrossReceiptsTotal |
| Charitable Contributions Total | 15243 | CharitableContributionsTotal |
| Gross Revenue Total Events | 20352 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 4089 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 10985 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 750 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 4528 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 20352 | DirectExpenseSummaryEvents |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (19 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part II, Line 26.1 | Total Liabilities.1 | Funds held for the benefit of others - Beginning $14980 Funds held for the benefit of others - Ending $5324 |
| Form 990-EZ, Part II, Line 24.1010 | Other Assets.1010 | Inventories - Beginning $11278 Inventories - Ending $10602 |
| Form 990-EZ, Part II, Line 24.1005 | Other Assets.1005 | Accounts Receivable - Beginning $1103 Accounts Receivable - Ending $498 |
| Form 990-EZ, Part II, Line 24.1003 | Other Assets.1003 | Machinery and Equipment - Beginning $122 Machinery and Equipment - Ending $0 |
| Form 990-EZ, Part I, Line 16.11 | Other Expenses.11 | Parking $112 |
| Form 990-EZ, Part I, Line 16.10 | Other Expenses.10 | Membership $157 |
| Form 990-EZ, Part I, Line 16.8 | Other Expenses.8 | Merchandise $685 |
| Form 990-EZ, Part I, Line 16.7 | Other Expenses.7 | Supplies $922 |
| Form 990-EZ, Part I, Line 16.6 | Other Expenses.6 | Professional Development $1166 |
| Form 990-EZ, Part I, Line 16.5 | Other Expenses.5 | Miscellaneous $1194 |
| Form 990-EZ, Part I, Line 16.4 | Other Expenses.4 | Storage $1260 |
| Form 990-EZ, Part I, Line 16.3 | Other Expenses.3 | Learning series $1313 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | Dues and subscriptions $2091 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | Telephone $3237 |
| Form 990-EZ, Part I, Line 16.1012 | Other Expenses.1012 | Insurance $1816 |
| Form 990-EZ, Part I, Line 16.1009 | Other Expenses.1009 | Depreciation $122 |
| Form 990-EZ, Part I, Line 16.1005 | Other Expenses.1005 | Travel $674 |
| Form 990-EZ, Part I, Line 16.1001 | Other Expenses.1001 | Advertising and Promotion $697 |
| Form 990-EZ, Part I, Line 8.1 | Other Revenue.1 | Miscellaneous $7177 |
Comments