MECKLENBURG BAR FOUNDATION: Form 990EZ, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MECKLENBURG BAR FOUNDATION (EIN 23-7062151)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-01-30
- IRS object ID
- 201100309349200150
- Schema version
- 2009v1.7
- 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 | 2011-01-30T08:13:10-08:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | 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 | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237062151 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mecklenburg Bar Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MECK | NameControl |
| Phone | 7043758624 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 438 Queens Road | AddressLine1 |
| City | Charlotte | City |
| State | NC | State |
| ZIP Code | 28207 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Nancy Roberson | Name |
| Title | Executive Direc | Title |
| Date Signed | 2011-01-30 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Terry W Lancaster | Name |
| Phone | 7043721515 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c | X | Organization501c |
| Gross Receipts | 312787 | GrossReceipts |
| Contributions Gifts Grants Etc | 219615 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 65242 | ProgramServiceRevenue |
| Investment Income | 5255 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Special Events Gross Revenue | 22675 | SpecialEventsGrossRevenue |
| Special Events Direct Expenses | 10434 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 12241 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 302353 | TotalRevenue |
| Grants And Similar Amounts Paid | 110000 | GrantsAndSimilarAmountsPaid |
| Printing Publications Postage | 7158 | PrintingPublicationsPostage |
| Other Expenses Total | 172590 | OtherExpensesTotal |
| Total Expenses | 289748 | TotalExpenses |
| Excess Or Deficit For Year | 12605 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 661380 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 21175 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 695160 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 293577 | BOY |
| EOY | 325201 | EOY |
Land And Buildings LandAndBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 522096 | BOY |
| EOY | 508931 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 815673 | BOY |
| EOY | 834132 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154293 | BOY |
| EOY | 138972 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 661380 | BOY |
| EOY | 695160 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To 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 goals of the Mecklenburg County Bar. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | The 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 goals of the Mecklenburg County Bar. | DescriptionProgramServiceAccom |
| Grants And Allocations | 187692 | GrantsAndAllocations |
| Program Service Expenses | 110000 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 187692 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (26 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| John N Suhr | ||||||
| 100 N Tryon St STE 4200 | Charlotte | NC | 28202 | Director | 1.00 | 0 |
| Eric Montgomery | ||||||
| 301 McCullough Dr 4th Floor | Charlotte | NC | 28262 | Director | 1.00 | 0 |
| Daniel Merlin | ||||||
| 1065 E Morehead St | Charlotte | NC | 28236 | Director | 1.00 | 0 |
| Amy Johnson | ||||||
| 100 N Tryon St STE 4700 | Charlotte | NC | 28202 | Director | 1.00 | 0 |
| David Whelpley Jr | ||||||
| 201 North Tryon Street | Charlotte | NC | 28231 | Director | 1.00 | 0 |
| Christopher Vann | ||||||
| 9940 Monroe Road | Matthews | NC | 28105 | Director | 1.00 | 0 |
| Anne Tompkins | ||||||
| 101 South Tryon Street | Charlotte | NC | 28280 | Director | 1.00 | 0 |
| John H Cobb | ||||||
| 201 N Tryon St STE 3000 | Charlotte | NC | 28202 | Director | 1.00 | 0 |
| Anthony Lathrop | ||||||
| 100 North Tryon Street | Charlotte | NC | 28202 | Director | 1.00 | 0 |
| Hannah Kim | ||||||
| 1000 Lowes Boulevard | Mooresville | NC | 28117 | Director | 1.00 | 0 |
| Douglas Jarrell | ||||||
| 101 North Tryon Street | Charlotte | NC | 28246 | Director | 1.00 | 0 |
| Katherine Holliday | ||||||
| 600 South College Street | Charlotte | NC | 28202 | Director | 1.00 | 0 |
| Jo Ann J Brighton | ||||||
| 214 N Tryon St STE 4700 | Charlotte | NC | 28202 | Director | 1.00 | 0 |
| Nancy Roberson | ||||||
| 438 Queens Rd | Charlotte | NC | 28207 | Executive Direc | 13.00 | 0 |
| Aretha Blake | ||||||
| 401 South Tryon Street | Charlotte | NC | 28202 | Director | 1.00 | 0 |
| George Battle | ||||||
| 720 East Morehead Street | Charlotte | NC | 28202 | Director | 1.00 | 0 |
| James Bryant III | ||||||
| 214 North Tryon Street | Charlotte | NC | 28202 | Past President | 1.00 | 0 |
| Hon Robert Johnston | ||||||
| 832 East Fourth Street | Charlotte | NC | 28202 | Director | 1.00 | 0 |
| Bradley Pearce | ||||||
| 401 South Tryon Street | Charlotte | NC | 28202 | Director | 1.00 | 0 |
| Stephen Mayo | ||||||
| 101 South Tryon Street | Charlotte | NC | 28255 | Director | 1.00 | 0 |
| Randel Phillips | ||||||
| 100 North Tryon Street | Charlotte | NC | 28202 | Director | 1.00 | 0 |
| Richard Thigpen | ||||||
| 800 South Mint Street | Charlotte | NC | 28202 | Director | 1.00 | 0 |
| Alice Moore | ||||||
| 200 Hawthorne Lane | Charlotte | NC | 28233 | Treasurer | 1.00 | 0 |
| DeWitt Mac McCarley | ||||||
| 600 East Fourth Street | Charlotte | NC | 28202 | Secretary | 1.00 | 0 |
| Douglas Edwards | ||||||
| 301 South College Street | Charlotte | NC | 28288 | Vice President | 1.00 | 0 |
| Claire Rauscher | ||||||
| 227 West Fourth Street | Charlotte | NC | 28202 | President | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| 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 | Sally Robinson | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 438 Queens Road | AddressLine1 |
| City | Charlotte | City |
| State | NC | State |
| ZIP Code | 28207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7043758624 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| 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 |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 101085 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 111026 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 121975 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 102422 | CurrentTaxYearMinus1Year |
| Current Tax Year | 219615 | CurrentTaxYear |
| Total | 656123 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44100 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 44100 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 44100 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 54671 | CurrentTaxYearMinus1Year |
| Current Tax Year | 65242 | CurrentTaxYear |
| Total | 252213 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15280 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16515 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31901 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25099 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22675 | CurrentTaxYear |
| Total | 111470 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 160465 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 171641 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 197976 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 182192 | CurrentTaxYearMinus1Year |
| Current Tax Year | 307532 | CurrentTaxYear |
| Total | 1019806 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 14775 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16290 | CurrentTaxYear |
| Total | 31065 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 39100 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39100 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39100 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49761 | CurrentTaxYearMinus1Year |
| Current Tax Year | 60242 | CurrentTaxYear |
| Total | 227303 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 39100 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39100 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39100 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 64536 | CurrentTaxYearMinus1Year |
| Current Tax Year | 76532 | CurrentTaxYear |
| Total | 258368 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 761438 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10544 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12670 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13049 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6615 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5255 | CurrentTaxYear |
| Total | 48133 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10544 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12670 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13049 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6615 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5255 | CurrentTaxYear |
| Total | 48133 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1067939 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.71300 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.68750 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.04510 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.05800 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Law & Society Luncheon | NameOfEvent1 |
| Gross Receipts Event1 | 22675 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 22675 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 10434 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 22675 | GrossReceiptsTotal |
| Gross Revenue Total Events | 22675 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 10434 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 10434 | DirectExpenseSummaryEvents |
| Net Income Summary | 12241 | NetIncomeSummary |
Comments