HISTORIC CHARLOTTE INC: Form 990EZ, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- HISTORIC CHARLOTTE INC (EIN 58-1967346)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-15
- IRS object ID
- 201100469349200735
- 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 | 2011-02-15T11:15:45-08:00 | 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 | 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 | Al Brown | Name |
| Title | Treasurer | Title |
| Date Signed | 2011-02-15 | 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 Cash | X | MethodOfAccountingCash |
| Web Site | www.historiccharlotte.org | WebSite |
| Organization501c | X | Organization501c |
| Gross Receipts | 72712 | GrossReceipts |
| Contributions Gifts Grants Etc | 42786 | ContributionsGiftsGrantsEtc |
| Investment Income | 529 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Special Events Gross Revenue | 27894 | SpecialEventsGrossRevenue |
| Special Events Direct Expenses | 25674 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 2220 | SpecialEventsNetIncomeLoss |
| Gross Sales Of Inventory | 1503 | GrossSalesOfInventory |
| Cost Of Goods Sold | 2073 | CostOfGoodsSold |
| Gro Profit Loss Sales Of Inventory | -570 | GroProfitLossSalesOfInventory |
| Total Revenue | 44965 | TotalRevenue |
| Salaries Other Comp Empl Benefits | 50707 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 2709 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 1623 | PrintingPublicationsPostage |
| Other Expenses Total | 20695 | OtherExpensesTotal |
| Total Expenses | 75734 | TotalExpenses |
| Excess Or Deficit For Year | -30769 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 62640 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 31871 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69894 | BOY |
| EOY | 50086 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 712 | BOY |
| EOY | 12738 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70606 | BOY |
| EOY | 62824 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7966 | BOY |
| EOY | 30953 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62640 | BOY |
| EOY | 31871 | 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 | 64375 | GrantsAndAllocations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 64375 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (19 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 | 0 | 0 |
| Anne Schmitt | ||||||
| 251 Hillside Ave | Charlotte | NC | 28209 | Director | 0 | 0 |
| Emily Makas | ||||||
| 9201 University City Blvd | Charlotte | NC | 28202 | Director | 0 | 0 |
| Andy Largen | ||||||
| 100 N Tryon Street Suite 3800 | Charlotte | NC | 28202 | Director | 0 | 0 |
| Seth Hudson | ||||||
| 214 Scofield Road | Charlotte | NC | 28209 | Director | 0 | 0 |
| John Howard | ||||||
| 600 East 4th Street | Charlotte | NC | 28202 | Director | 0 | 0 |
| Jeanne Pearson | ||||||
| 1065 East Morehead St | Charlotte | NC | 28204 | Director | 1.00 | 0 |
| Kevin Monroe | ||||||
| 600 4th Street | Charlotte | NC | 28202 | Director | 1.00 | 0 |
| Mundise Mortimer | ||||||
| 2001 Rexford Rd | Charlotte | NC | 28211 | Director | 1.00 | 0 |
| Katrina Ford | ||||||
| 6129 Hunter Lane | Weddinton | NC | 28104 | Director | 1.00 | 0 |
| Brian Clarke | ||||||
| 100 N Tryon Street | Charlotte | NC | 28202 | Vice President | 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 Horne | ||||||
| 4952 Charlton Lane | Charlotte | NC | 28210 | Director | 0 | 0 |
| Al Brown | ||||||
| 2339 Carmel Road | Charlotte | NC | 28226 | Treasurer | 1.00 | 0 |
| Carrie Frye | ||||||
| 2907 Providence Road Suite 30 | Charlotte | NC | 28211 | Director | 0 | 0 |
| Sarah Kennard | ||||||
| 402 West 8th Street | Charlotte | NC | 28202 | Secretary | 1.00 | 0 |
| Diane C Althouse | ||||||
| PO Box 33113 | Charlotte | NC | 28233 | Executive Direc | 24.00 | 23880 |
| David Pitser | ||||||
| 301 South College 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 | 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 |
| 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 Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 55767 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33127 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 62916 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49512 | CurrentTaxYearMinus1Year |
| Current Tax Year | 42786 | CurrentTaxYear |
| Total | 244108 | 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 | 55767 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33127 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 62916 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49512 | CurrentTaxYearMinus1Year |
| Current Tax Year | 42786 | CurrentTaxYear |
| Total | 244108 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 244108 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 143 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 169 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 954 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3536 | CurrentTaxYearMinus1Year |
| Current Tax Year | 529 | CurrentTaxYear |
| Total | 5331 | 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 | 4 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 10618 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 128 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1650 | CurrentTaxYear |
| Total | 12400 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 261839 | TotalSupport |
| Public Support Pertcentage170 | 0.93230 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.93460 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Blast for the Past | NameOfEvent1 |
| Gross Receipts Event1 | 35907 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 10923 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 24984 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 1481 | CashPrizesEvent1 |
| Rent Facility Costs Event1 | 2144 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 18343 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 35907 | GrossReceiptsTotal |
| Charitable Contributions Total | 10923 | CharitableContributionsTotal |
| Gross Revenue Total Events | 24984 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 1481 | CashPrizesTotalEvents |
| Rent Facility Costs Total Events | 2144 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 18343 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 21968 | DirectExpenseSummaryEvents |
| Net Income Summary | 3016 | NetIncomeSummary |
Comments