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← MECKLENBURG BAR FOUNDATION

Form 990 for tax year 2023

Filed by MECKLENBURG BAR FOUNDATION.

Totals

Total revenue
$3,022,596
Total expenses
$383,326
Contributions and grants received
$62,786
Grants paid
$56,000
Program service revenue
$169,791
Investment income
$2,672,746
Other revenue
$117,273
Total assets, end of year
$4,838,712
Total liabilities, end of year
$69,376
Net assets or fund balances, end of year
$4,769,336
Program services expenses (Part IX)
$315,704
Management and general expenses
$32,429
Fundraising expenses
$35,193
Program service expenses (Part III)
$315,704

Program services were 82.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $62,786

  • 2a · Program service revenue: Meck. Bar Center

    total $169,791 · related or exempt $169,791

  • 3 · Investment income

    total $17,649 · excluded $17,649

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    other assets $6,109,964

  • 7b · Less cost or other basis and sales expenses

    other assets $3,454,867

  • 7c · Gain or loss

    other assets $2,655,097

  • 7d · Net gain or loss

    total $2,655,097 · related or exempt $2,655,097

  • 8a · Fundraising events: gross income

    $33,622

  • 8b · Fundraising events: direct expenses

    $6,251

  • 8c · Net income from fundraising events

    total $27,371 · excluded $27,371

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: Other income

    total $89,902 · related or exempt $89,902

  • 11e · Other revenue, total

    $89,902

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $35,000 · program services $35,000

  • 2 · Grants to domestic individuals

    total $21,000 · program services $21,000

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $49,118 · program services $34,382 · management and general $7,368 · fundraising $7,368

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $81,417 · program services $56,992 · management and general $12,212 · fundraising $12,213

  • 23 · Insurance

    total $0

  • 24a · Other expenses: Miscellaneous

    total $101,920 · program services $93,709 · management and general $2,724 · fundraising $5,487

  • 24b · Other expenses: Admin. costs

    total $67,500 · program services $47,250 · management and general $10,125 · fundraising $10,125

  • 24c · Other expenses: Program events & awards

    total $27,371 · program services $27,371

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $457,068 · end of year $4,679,952

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10c · Land, buildings and equipment, net

    beginning of year $3,536,284 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $151,126 · end of year $158,760

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $1,955,524

  • 25 · Other liabilities

    beginning of year $58,888 · end of year $69,376

  • 27 · Net assets without donor restrictions

    beginning of year $1,942,989 · end of year $4,580,930

  • 28 · Net assets with donor restrictions

    beginning of year $187,077 · end of year $188,406

Mission and programs · 2023

Mission

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 charitable and educational goals of the Mecklenburg County Bar.

  • 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 profession, public service, and access to the legal system; and to support the charitable and educational goals of the Mecklenburg County Bar.

    Expenses $315,704

As filed on the 2023 return.

Listed in Part VII

  • Amy R Howard

    Director

    Total calculated
    $0
    Hours/week
    1
  • Rachel DR Hamrick

    Director

    Total calculated
    $0
    Hours/week
    1
  • Joe Culik

    Director

    Total calculated
    $0
    Hours/week
    1
  • Thomas Powers

    President

    Total calculated
    $0
    Hours/week
    1
  • Michael Harman

    Secretary

    Total calculated
    $0
    Hours/week
    1
  • Matthew DeAntonio

    Director

    Total calculated
    $0
    Hours/week
    1
  • Lawrence D Wooden

    Director

    Total calculated
    $0
    Hours/week
    1
  • Tonja D Brooks

    Director

    Total calculated
    $0
    Hours/week
    1
  • R Lee Robertson Jr

    Director

    Total calculated
    $0
    Hours/week
    1
  • Travis S Hinman

    Director

    Total calculated
    $0
    Hours/week
    1
  • Kelly Carroll

    Director

    Total calculated
    $0
    Hours/week
    1
  • Maria Ortiz

    Director

    Total calculated
    $0
    Hours/week
    1
  • Lacey Duskin

    Director

    Total calculated
    $0
    Hours/week
    1
  • Lisa Flowers

    Director

    Total calculated
    $0
    Hours/week
    1
  • Tara A Harris

    Director

    Total calculated
    $0
    Hours/week
    1
  • P Barrett Morris

    Director

    Total calculated
    $0
    Hours/week
    1
  • Mandana Vidwan

    Treasurer

    Total calculated
    $0
    Hours/week
    1
  • Abbey Krysak

    Director

    Total calculated
    $0
    Hours/week
    1
  • W Rob Heroy

    Past President

    Total calculated
    $0
    Hours/week
    1
  • Lawrence Cameron

    Director

    Total calculated
    $0
    Hours/week
    1
  • Ashley Oldfield

    Development

    Total calculated
    $0
    Hours/week
    1
  • La-Deidre Matthews

    Director

    Total calculated
    $0
    Hours/week
    1
  • Sarah Hutchins

    President-Elect

    Total calculated
    $0
    Hours/week
    1
  • Leah R Campbell

    Executive Dir.

    Total calculated
    $0
    Hours/week
    3

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • See description in Part IV

  • Promise Resource Network

    $10,000

    See description in Part IV

  • Alexander Youth Network

    $7,500

    See description in Part IV

  • The Relatives

    $7,500

    See description in Part IV

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202541349349303619

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