HISTORIC CHARLOTTE INC: Form 990EZ, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HISTORIC CHARLOTTE INC (EIN 58-1967346)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-12-03
- IRS object ID
- 201113389349200151
- Schema version
- 2010v3.2
- 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 | 2011-12-03T09:11:35-08:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | 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 | 2010-07-01 | 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 | 2011-12-03 | 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 | 2010 | 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 | 114591 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 89219 | ContributionsGiftsGrantsEtc |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Fundraising Gross Income | 25077 | FundraisingGrossIncome |
| Special Events Direct Expenses | 25077 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 0 | SpecialEventsNetIncomeLoss |
| Gross Sales Of Inventory | 295 | GrossSalesOfInventory |
| Cost Of Goods Sold | 216 | CostOfGoodsSold |
| Gro Profit Loss Sales Of Inventory | 79 | GroProfitLossSalesOfInventory |
| Total Revenue | 89298 | TotalRevenue |
| Salaries Other Comp Empl Benefits | 53569 | SalariesOtherCompEmplBenefits |
| Printing Publications Postage | 1158 | PrintingPublicationsPostage |
| Other Expenses Total | 23076 | OtherExpensesTotal |
| Total Expenses | 77803 | TotalExpenses |
| Excess Or Deficit For Year | 11495 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 31871 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 43366 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50086 | BOY |
| EOY | 45843 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12738 | BOY |
| EOY | 12503 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62824 | BOY |
| EOY | 58346 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30953 | BOY |
| EOY | 14980 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31871 | BOY |
| EOY | 43366 | 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 | 66987 | GrantsAndAllocations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 66987 | TotalProgramServiceExpenses |
| Info In Schedule O Part IV | X | InfoInScheduleOPartIV |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (20 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 |
| Anne Schmitt | ||||||
| 251 Hillside Ave | Charlotte | NC | 28209 | 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 | Director | 1.00 | 0 |
| Seth Hudson | ||||||
| 214 Scofield Road | Charlotte | NC | 28209 | Director | 1.00 | 0 |
| John Howard | ||||||
| 600 East 4th Street | Charlotte | NC | 28202 | Director | 1.00 | 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 | 1.00 | 0 |
| Al Brown | ||||||
| 2339 Carmel Road | Charlotte | NC | 28226 | Treasurer | 1.00 | 0 |
| Carrie Frye | ||||||
| 2907 Providence Road Suite 30 | Charlotte | NC | 28211 | Director | 1.00 | 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 | 21424 |
| David Pitser | ||||||
| 301 South College Street | Charlotte | NC | 28202 | President | 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 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 | 33127 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 62916 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 49512 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42786 | CurrentTaxYearMinus1Year |
| Current Tax Year | 89219 | CurrentTaxYear |
| Total | 277560 | 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 | 33127 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 62916 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 49512 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42786 | CurrentTaxYearMinus1Year |
| Current Tax Year | 89219 | CurrentTaxYear |
| Total | 277560 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 277560 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 169 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 954 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3536 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 529 | CurrentTaxYearMinus1Year |
| Total | 5188 | 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 Minus3 Years | 10618 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 128 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1650 | CurrentTaxYearMinus1Year |
| Total | 12396 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 295144 | TotalSupport |
| Gross Receipts From Admissions Etc | 25077 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.94040 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.93230 | 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 | 44238 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 26067 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 18171 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 5572 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 8715 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 750 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 3134 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Preserv Month | NameOfEvent2 |
| Gross Receipts Event2 | 27078 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 20172 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 6906 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 6906 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 6000 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 6000 | CharitableContribOtherEvents |
| Gross Receipts Total | 77316 | GrossReceiptsTotal |
| Charitable Contributions Total | 52239 | CharitableContributionsTotal |
| Gross Revenue Total Events | 25077 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 5572 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 8715 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 750 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 10040 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 25077 | DirectExpenseSummaryEvents |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (24 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part II, Line 26.1 | Total Liabilities.1 | Funds held for the benefit of others - Beginning $30953 Funds held for the benefit of others - Ending $14980 |
| Form 990-EZ, Part II, Line 24.1010 | Other Assets.1010 | Inventories - Beginning $11400 Inventories - Ending $11278 |
| Form 990-EZ, Part II, Line 24.1005 | Other Assets.1005 | Accounts Receivable - Beginning $971 Accounts Receivable - Ending $1103 |
| Form 990-EZ, Part II, Line 24.1003 | Other Assets.1003 | Machinery and Equipment - Beginning $367 Machinery and Equipment - Ending $122 |
| Form 990-EZ, Part I, Line 16.17 | Other Expenses.17 | Merchandise $2 |
| Form 990-EZ, Part I, Line 16.16 | Other Expenses.16 | Tour brochures $45 |
| Form 990-EZ, Part I, Line 16.15 | Other Expenses.15 | Parking $143 |
| Form 990-EZ, Part I, Line 16.14 | Other Expenses.14 | Maintenance $205 |
| Form 990-EZ, Part I, Line 16.13 | Other Expenses.13 | Equipment $219 |
| Form 990-EZ, Part I, Line 16.12 | Other Expenses.12 | Service charges $631 |
| Form 990-EZ, Part I, Line 16.11 | Other Expenses.11 | Payroll service $970 |
| Form 990-EZ, Part I, Line 16.10 | Other Expenses.10 | Membership $1061 |
| Form 990-EZ, Part I, Line 16.8 | Other Expenses.8 | Dues and subscriptions $1161 |
| Form 990-EZ, Part I, Line 16.7 | Other Expenses.7 | Learning series $1219 |
| Form 990-EZ, Part I, Line 16.6 | Other Expenses.6 | Storage $1239 |
| Form 990-EZ, Part I, Line 16.5 | Other Expenses.5 | Supplies $1254 |
| Form 990-EZ, Part I, Line 16.4 | Other Expenses.4 | Miscellaneous $2885 |
| Form 990-EZ, Part I, Line 16.3 | Other Expenses.3 | Professional Development $2937 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | Telephone $2972 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | Newsletter $3292 |
| Form 990-EZ, Part I, Line 16.1012 | Other Expenses.1012 | Insurance $1812 |
| Form 990-EZ, Part I, Line 16.1009 | Other Expenses.1009 | Depreciation $245 |
| Form 990-EZ, Part I, Line 16.1005 | Other Expenses.1005 | Travel $700 |
| Form 990-EZ, Part I, Line 16.1001 | Other Expenses.1001 | Advertising and Promotion $84 |
Comments