2023-11-13T11:54:58-06:00 2023-06-30 561131459 Stancil PC 4909 Windy Hill Drive Raleigh NC 27609 990 2022-07-01 560767805 NORTH CAROLINA BAR FOUNDATION NORT 9196770561 8000 Weston Parkway Cary NC 275132153 Jason M Hensley Executive Director/Secretary 9196770561 2023-11-13 1 Jason Hensley 999009999 0 Nicholas Lombardi Jr P00741321 9198721260 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Jason M Hensley 8000 Weston Parkway Cary NC 275132153 8319615 0 X www.ncbarfoundation.org X 1960 NC THE MISSION OF THE NORTH CAROLINA BAR FOUNDATION IS TO UNITE THE TALENT AND GENEROSITY OF OUR PROFESSION TO BE A POWER OF GREATER GOOD FOR THE PEOPLE OF NORTH CAROLINA. 26 26 8 1024 183047 52583 860615 958290 0 0 1653920 1127180 413728 331520 2928263 2416990 227907 270524 0 0 813055 774116 0 0 298866 894898 717550 1935860 1762190 992403 654800 26907871 28651761 1327379 1029592 25580492 27622169 THE PURPOSE OF THE FOUNDATION IS TO FOSTER AND SUPPORT STATEWIDE PUBLIC SERVICE AND PRO BONO PROGRAMS AND PROJECTS THAT PROMOTE ACCESS TO JUSTICE, CIVIC EDUCATION, SERVICE, AND PROFESSIONALISM. 0 0 303081 249024 NORTH CAROLINA BAR FOUNDATION ENDOWMENTTHE NC BAR FOUNDATION'S ENDOWMENT SUPPORTS ORGANIZATIONS AND PROGRAMS THAT PROMOTE THE FOUNDATION'S VALUES OF ACCESS TO JUSTICE, CIVIC EDUCATION, SERVICE THROUGH THE LEGAL PROFESSION, ATTORNEY PROFESSIONALISM, AND DIVERSITY, EQUITY, AND INCLUSION. 334903 21500 NORTH CAROLINA BAR FOUNDATION PROGRAMSTHE NC BAR FOUNDATION'S PROGRAMS DEPARTMENT COORDINATES PRO BONO AND CIVIC EDUCATION OPPORTUNITIES FOR LAWYERS, PARALEGALS, LAW STUDENTS AND OTHER MEMBERS OF THE LEGAL PROFESSION. CURRENT FOUNDATION PROGRAMS INCLUDE: 4ALL STATEWIDE SERVICE DAY, DISASTER LEGAL SERVICES, ENTREPRENEURS ASSISTANCE PROGRAM, LAWYERS FOR LITERACY, NC FREE LEGAL ANSWERS, PATENT PRO BONO PROGRAM, WILLS FOR HEROES AND THE YOUTH LEADERSHIP CHALLENGE. 637984 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 5 0 1 8 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X JASON M HENSLEY 9196770561 8000 WESTON PARKWAY CARY NC 275132153 JONATHAN HEYL IMMEDIATE PAST PRESIDENT 1.00 1.00 X X 0 0 0 CLAYTON MORGAN PRESIDENT 1.00 20.00 X X 0 8000 0 PATTI RAMSEUR PRESIDENT-ELECT/TREASURER 1.00 10.00 X X 0 5000 0 ALISON ASHE-CARD BOARD MEMBER 1.00 1.00 X 0 0 0 EDWARD G CONNETTE III BOARD MEMBER 1.00 X 0 0 0 STUART B DORSETT BOARD MEMBER 1.00 X 0 0 0 JUDGE RICHARD L DOUGHTON BOARD MEMBER 1.00 1.00 X 0 0 0 BENJAMIN R EDWARDS BOARD MEMBER 1.00 1.00 X 0 0 0 CASEY N FERRI BOARD MEMBER 1.00 1.00 X 0 0 0 EDWARD W GRIGGS BOARD MEMBER 1.00 X 0 0 0 NAN HANNAH BOARD MEMBER 1.00 X 0 0 0 EVAN G LEWIS BOARD MEMBER 1.00 X 0 0 0 SIDNEY O MINTER BOARD MEMBER 1.00 1.00 X 0 0 0 JAMES F MORGAN BOARD MEMBER 1.00 X 0 0 0 RASHAD L MORGAN BOARD MEMBER 1.00 1.00 X 0 0 0 S CAMILLE PAYTON BOARD MEMBER 1.00 1.00 X 0 0 0 ASHLEY S RUSHER BOARD MEMBER 1.00 1.00 X 0 0 0 JARED SMITH BOARD MEMBER 1.00 X 0 0 0 REBECCA L SMITHERMAN BOARD MEMBER 1.00 1.00 X 0 0 0 ROBIN J STINSON BOARD MEMBER 1.00 X 0 0 0 RICHARD M THIGPEN BOARD MEMBER 1.00 1.00 X 0 0 0 JERRY H WALTERS JR BOARD MEMBER 1.00 1.00 X 0 0 0 LISA M WILLIFORD BOARD MEMBER 1.00 1.00 X 0 0 0 MONICA WEBB-SHACKLEFORD BOARD MEMBER 1.00 1.00 X 0 0 0 JUDGE JOE L WEBSTER BOARD MEMBER 1.00 1.00 X 0 0 0 MATTHEW W WOLFE BOARD MEMBER 1.00 X 0 0 0 JASON M HENSLEY EXECUTIVE DIRECTOR/SECRETARY 20.00 40.00 X 0 355271 55458 KIM BART MULLIKIN SENIOR DIRECTOR OF FOUNDATION 43.00 7.00 X 165704 0 32258 VIRGINIA CRAIG DIRECTOR OF FINANCE AND ACCOUNTING 5.00 35.00 X 0 146490 29249 ASHLEY MILLS SENIOR DIRECTOR OF OPERATI 23.00 27.00 X 0 182232 35983 LOUISE HARRIS FOUNDATION DIRECTOR 40.00 X 145842 0 26628 ERIN ROBBINS DIRECTOR OF MARKETING 8.00 32.00 X 0 144733 32934 JEREMIAH HAMM CONTROLLER 6.00 34.00 X 0 124105 27867 RUSSELL RAWLINGS DIRECTOR OF COMMUNICATIONS 6.00 34.00 X 0 140444 28117 311546 1106275 268494 2 0 1 0 0 36129 922161 23030 958290 426503 426503 683116 351596 331520 331520 183047 148473 6251706 5550636 393 701070 -393 700677 700677 2416990 0 183047 1275653 225482 225482 45042 45042 355531 116775 149869 88887 298591 89832 151210 57549 29334 12418 16916 48198 21289 7339 19570 42462 16629 10390 15443 195434 62874 78941 53619 122814 122814 6956 6956 58241 349 28835 29057 10345 9720 501 124 7725 7725 154309 285 153781 243 36746 16024 4767 15955 79878 1762 76613 1503 2059 2059 ADMINISTRATIVE AND OTHE 28582 9719 18863 INCOME TAX EXPENSE 14461 14461 1762190 637984 825340 298866 976193 865372 300883 302115 29935 306206 20299 114686 1492 0 29767 35802 8074754 5109632 3124123 2965122 22411065 24051424 14114 11034 26907871 28651761 155673 175136 2500 2500 946169 848244 223037 3712 1327379 1029592 X 14327071 15502353 11253421 12119816 25580492 27622169 26907871 28651761 654800 1386877 0 X X 0 1 X 1 0 X 746826 671179 560715 860615 958290 3797625 746826 671179 560715 860615 958290 3797625 705984 3091641 665167 662718 586394 949201 734792 3598272 7395897 0.41800 0.41670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14769571 481488 1543013 302484 331858 16159730 17315070 196285 -2220944 266305 254535 14769571 14308898 53232 3411459 259504 199015 17315070 13826194 308265 637788 372830 90519 14308898 13188509 350798 828930 419924 122119 13826194 0.00040 0.62010 0.37950 0 0 1111293 1111293 6715462 4915494 1799968 247999 194138 53861 2965122 1919 Investments 24051424 F 24051424 Unexpended Grants 3712 3712 X 4245921 1386877 212878 -122813 1476942 2768979 -351989 -351989 2416990 2204244 212878 351989 564867 1639377 122813 122813 1762190 Part V, Line 4: THE ENDOWMENT CONSISTS OF APPROXIMATELY 125 INDIVIDUAL JUSTICE FUNDS ESTABLISHED FOR THE SUPPORT OF DESERVING LEGALLY-RELATED SERVICE PROJECTS AND 17 DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR THE SUPPORT OF SPECIFIC PROJECTS. Part X, Line 2: The Foundation is organized as a not-for-profit corporation and is exempt from income taxes under Internal Revenue Code Section 501(c)(3). It does, however, receive income, which is deemed to be unrelated to its tax exempt purpose. Unrelated business income exceeded the specific deduction allowed, and therefore, a provision for federal and state income taxes was required for the years ended June 30, 2023 and 2022 in the amount of $14,461 and $9,321, respectively. The Foundation is not currently under examination by the Internal Revenue Service or the State of North Carolina. Part XI, Line 2d - Other Adjustments: INVESTMENT FEES -122,813. Part XI, Line 4b - Other Adjustments: RENTAL EXPENSES -351,596. LOSS ON FIXED ASSET DISPOSAL -393. Part XII, Line 2d - Other Adjustments: RENTAL EXPENSES 351,596. LOSS ON FIXED ASSET DISPOSAL 393. Part XII, Line 4b - Other Adjustments: INVESTMENT FEES 122,813. 1 CHILDREN'S LAW CENTER OF CENTRAL NORTH CAROLINA 8 WEST 3RD STREET STE M-6 WINSTONSALEM NC 27101 542185218 501(c)(3) 9809 0 PROVIDE ADVOCACY AND REPRESENTATION TO VULNERABLE CHILDREN IN CUSTODY OR DOMESTIC VIOLENCE CASES. CHARLOTTE CENTER FOR LEGAL ADVOCACY 1431 ELIZABETH AVENUE CHARLOTTE NC 28204 561202940 501(c)(3) 12000 0 TO BE A RESPONSIVE SUPPORT AND RESOURCE FOR PEOPLE IN NC WHO NEED HELP WITH IMMIGRATION AND MEDICAID ISSUES. LEGAL AID OF NORTH CAROLINA INC 224 S DAWSON ST RALEIGH NC 27601 311784161 501(c)(3) 122652 0 LEGAL AID OF NCLAWYER ON THE LINE AND OTHER PROGRAMS PISGAH LEGAL SERVICES 62A CHARLOTTE ST ASHEVILLE NC 28801 561191115 501(c)(3) 21750 0 VOLUNTEER LAW CLINIC/CONSULTATION EXPANSION COUNCIL FOR CHILDREN'S RIGHTS 601 EAST FIFTH STREET SUITE 510 CHARLOTTE NC 28202 561325184 501(c)(6) 9000 0 MENTAL HEALTH, CUSTODY ADVOCACY, DEFENSE TEAM SAFE ALLIANCE 601 EAST FIFTH STREET SUITE 400 CHARLOTTE NC 28202 560529967 501(c)(3) 10000 0 VICTIM ASSISTANCE COMPASS CENTER FOR WOMEN AND FAMILIES 210 HENDERSON STREET CHAPEL HILL NC 27514 561271474 501(c)(3) 7500 0 IMPROVING ACCESS TO LEGAL INFORMATION THROUGH OUTREACH AND CONNECTIONS NORTH CAROLINA BAR ASSOCIATION YOUNG LAWYERS DIVISION 8000 WESTON PARKWAY CARY NC 27513 560583941 501(c)(6) 10750 0 BAR EXAM WORKSHOPS, LAW WEEK, LEGAL FEEDING FRENZY NORTH CAROLINA BAR ASSOCIATION OTHER PROGRAMS 8000 WESTON PARKWAY CARY NC 27513 560583941 501(c)(6) 17747 0 PROFESSIONALISM PROGRAM FOR NEW ATTORNEYS, MIP DIVERSITY SYMPOSIUM EDUCATIONAL SCHOLARSHIPS 6 10290 NEED BASED ASSISTANCE 2 6462 Part I, Line 2: THE NC BAR FOUNDATION ENDOWMENT MAKES GRANTS AVAILABLE TO NORTH CAROLINA ORGANIZATIONS THAT ARE ENGAGED IN PROGRAMMING OR PROJECTS THAT ADVANCE THE FOUNDATION'S VALUES OF ACCESS TO JUSTICE, VOLUNTEER SERVICE, CIVIC EDUCATION AND PROFESSIONALISM. GRANT APPLICATIONS ARE REVIEWED ANNUALLY BY THE NCBF ENDOWMENT COMMITTEE, WHICH MAKES RECOMMENDATIONS FOR GRANT AWARDS FOR APPROVAL BY THE NCBF BOARD OF DIRECTORS. X X X X 0 0 0 0 0 0 0 0 0 JASON M HENSLEY EXECUTIVE DIRECTOR/SECRETARY 0 355271 0 0 0 0 0 42133 0 13325 0 410729 0 0 ASHLEY MILLS SENIOR DIRECTOR OF OPERATI 0 182232 0 0 0 0 0 24666 0 11317 0 218215 0 0 KIM BART MULLIKIN SENIOR DIRECTOR OF FOUNDATION 165704 0 0 0 0 0 22061 0 10197 0 197962 0 0 0 ERIN ROBBINS DIRECTOR OF MARKETING 0 144733 0 0 0 0 0 19891 0 13043 0 177667 0 0 VIRGINIA CRAIG DIRECTOR OF FINANCE AND ACCOUNTING 0 146490 0 0 0 0 0 19052 0 10197 0 175739 0 0 LOUISE HARRIS FOUNDATION DIRECTOR 145842 0 0 0 0 0 16431 0 10197 0 172470 0 0 0 RUSSELL RAWLINGS DIRECTOR OF COMMUNICATIONS 0 140444 0 0 0 0 0 17920 0 10197 0 168561 0 0 JEREMIAH HAMM CONTROLLER 0 124105 0 0 0 0 0 16550 0 11317 0 151972 0 0 Form 990, Part VI, Section B, line 11b REVIEWED BY THE AUDIT & FINANCE COMMITTEE, WHO ARE ALL BOARD MEMBERS. Form 990, Part VI, Section B, line 12c A COPY OF THE CONFLICT OF INTEREST POLICY IS SENT ANNUALLY TO ALL STAFF MEMBERS AND LEADERS. THE EXECUTIVE DIRECTOR REPORTS ANY KNOWN CONFLICTS OF INTEREST TO THE EXECUTIVE COMMITTEE. Form 990, Part VI, Section B, line 15 THE SECRETARY ALSO FUNCTIONS AS THE EXECUTIVE DIRECTOR AND CEO UNDER A MANAGEMENT AGREEMENT BETWEEN THE NC BAR ASSOCIATION AND THE NC BAR FOUNDATION. ALL EMPLOYEES ARE EVALUATED ANNUALLY, AND THEIR PERFORMANCE AND A SALARY ADJUSTMENT, IF ANY, ARE DISCUSSED IN A MEETING OF THE TALENT DEVELOPMENT COMMITTEE (COMPOSED OF VOLUNTEER MEMBERS, CHAIRED BY A PAST PRESIDENT). ANY COMPENSATION ADJUSTMENT AGREED UPON IS THEN RECOMMENDED TO THE BOARD OF DIRECTORS OF THE NC BAR FOUNDATION, IN EXECUTIVE SESSION, AND IS ULTIMATELY VOTED UPON. COMPARABLE SALARIES OF NOT-FOR PROFIT ORGANIZATIONS IN THE GREATER REGION AND LOCAL COMMUNITY ARE CONSIDERED. THE EXECUTIVE DIRECTOR IS NOT IN THE ROOM WHEN HIS SALARY AND PERFORMANCE ARE DISCUSSED. Form 990, Part VI, Section C, line 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE FOUNDATION'S MEMBERS UPON REQUEST. FORM 990, PAGE 11, PART XI, LINE 2c: RESPONSIBILITY FOR OVERSIGHT AUDIT/REVIEW/COMPILATION: THE PROCESS HAS NOT CHANGED SINCE LAST YEAR. NORTH CAROLINA BAR ASSOCIATION 8000 WESTON PARKWAY CARY NC 275132153 560583941 PROMOTING AND IMPROVING THE ADMINISTRATION OF JUSTICE IN NORTH CAROLINA NC 501 (c)6 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 NORTH CAROLINA BAR ASSOCIATION O 122000 NORTH CAROLINA BAR ASSOCIATION J 308289 NORTH CAROLINA BAR ASSOCIATION B 32841 NORTH CAROLINA BAR ASSOCIATION C 73926 NORTH CAROLINA BAR ASSOCIATION P 91000