2024-11-08T13:53:18-06:00 2024-06-30 561131459 Stancil PC 4909 Windy Hill Drive Raleigh NC 27609 990 2023-07-01 560767805 NORTH CAROLINA BAR FOUNDATION NORT 9196770561 8000 Weston Parkway Cary NC 275132153 Jason M Hensley Exec. Director / Secretary 9196770561 2024-11-08 1 0 Nicholas Lombardi Jr P00741321 9198721260 2024-11-07 2023 2024-10-15 13:58:12Z Jason M Hensley 8000 Weston Parkway Cary NC 275132153 8342886 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. 27 27 9 895 169247 45028 958290 713600 0 0 1127180 636472 331520 305193 2416990 1655265 270524 535772 0 0 774116 680777 0 0 216188 717550 735149 1762190 1951698 654800 -296433 28651761 31399025 1029592 846812 27622169 30552213 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 569086 514272 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. 330329 21500 NORTH CAROLINA BAR FOUNDATION PROGRAMSTHE NC BAR FOUNDATION'S PROGRAMS DEPARTMENT COORDINATES OPPORTUNITIES FOR LAWYERS, PARALEGALS, LAW STUDENTS AND OTHER MEMBERS OF THE LEGAL PROFESSION TO SERVE NC INDIVIDUALS, ORGANIZATIONS, AND COMMUNITIES THROUGH PRO BONO AND CIVIC EDUCATION PROGRAMMING. CURRENT FOUNDATION PROGRAMS INCLUDE: 4ALL - LAWYERS ON CALL, DISASTER LEGAL SERVICES, ENTREPRENEURS ASSISTANCE PROGRAM, LAWYERS FOR LITERACY, NC FREE LEGAL ANSWERS, OPEN DOOR FELLOWSHIP PROGRAM, PATENT PRO BONO PROGRAM, WILLS FOR HEROES, AND THE YOUTH LEADERSHIP CHALLENGE. 899415 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 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 7 0 1 9 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 27 27 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 CLAYTON D MORGAN IMMEDIATE PAST PRESIDENT 1.00 1.00 X X 0 3000 0 PATTI RAMSEUR PRESIDENT 1.00 20.00 X X 0 8000 0 KIMBERLY H STOGNER PRESIDENT-ELECT/TREASURER 1.00 10.00 X X 0 0 0 ALISON ASHE-CARD BOARD MEMBER 1.00 1.00 X 0 0 0 JONATHAN MATTHEW BOGUES BOARD MEMBER 1.00 1.00 X 0 0 0 CHRISTOPHER G BROWNING JR BOARD MEMBER 1.00 1.00 X 0 0 0 STUART B DORSETT BOARD MEMBER 1.00 X 0 0 0 ROBERT H EDMUNDS JR BOARD MEMBER 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 ROBERT C HUNTER BOARD MEMBER 1.00 1.00 X 0 0 0 LINDA FUNKE JOHNSON BOARD MEMBER 1.00 X 0 0 0 AFI S JOHNSON-PARRIS 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 TAMMY NICHOLSON BOARD MEMBER 1.00 1.00 X 0 0 0 WILL ODEN 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 MONICA WEBB-SHACKLEFORD 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 COURTNEY THOMAS BOARD MEMBER 1.00 1.00 X 0 0 0 SHANNON VANDIVER BOARD MEMBER 1.00 1.00 X 0 0 0 JUDGE JOE L WEBSTER BOARD MEMBER 1.00 1.00 X 0 0 0 JASON M HENSLEY EXEC.DIR./SECRETARY 20.00 40.00 X 0 338792 59959 KIM BART MULLIKIN SR. DIRECTOR OF FOUNDATION 43.00 8.00 X 172568 0 33687 VIRGINIA CRAIG DIR. OF FINANCE AND ACCOUNTING 5.00 35.00 X 0 151794 30775 ASHLEY MILLS SR. DIRECTOR OF OPERATIONS 27.00 24.00 X 0 195221 37939 ERIN ROBBINS DIRECTOR OF MARKETING 8.00 32.00 X 0 163753 34062 JEREMIAH HAMM CONTROLLER 5.00 35.00 X 0 131907 30628 RUSSELL RAWLINGS DIRECTOR OF COMMUNICATIONS 5.00 35.00 X 0 146099 29842 172568 1138566 256892 1 0 1 0 0 713600 3966 713600 726416 726416 664268 359075 305193 305193 169247 135946 6238602 6328546 -89944 -89944 -89944 1655265 0 169247 772418 492032 492032 43740 43740 210370 73928 97339 39103 317520 103622 160164 53734 44423 18933 16972 8518 66711 28083 21203 17425 41753 15271 15578 10904 234000 77555 104973 51472 119861 119861 7199 7199 23064 8130 14934 17164 15994 1170 7993 7993 160339 263 159901 175 45134 18379 8003 18752 75692 1766 72755 1171 1804 1804 ADMINISTRATIVE AND OTHE 36761 52 36709 INCOME TAX EXPENSE 6138 6138 1951698 899415 836095 216188 865372 330458 302115 304342 306206 308484 114686 92920 35802 42051 8150736 5290200 2965122 2860536 24051424 27452279 11034 7955 28651761 31399025 175136 97248 2500 2500 848244 747064 3712 0 1029592 846812 X 15502353 17536360 12119816 13015853 27622169 30552213 28651761 31399025 -296433 3226477 0 X X 0 1 X 1 0 X 671179 560715 860615 958290 713600 3764399 671179 560715 860615 958290 713600 3764399 3764399 662718 586394 949201 734792 1025577 3958682 7723081 0.48740 0.41800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16159730 300006 2382193 559843 310912 17971174 14769571 481488 1543013 302484 331858 16159730 17315070 196285 -2220944 266305 254535 14769571 14308898 53232 3411459 259504 199015 17315070 13826194 308265 637788 372830 90519 14308898 0.72300 0.27700 0 0 1111293 1111293 6790137 5086522 1703615 249306 203678 45628 2860536 1919 Investments 27452279 F 27452279 X 5292663 3226477 171709 -119863 3278323 2014340 -359075 -359075 1655265 2362621 171709 359075 530784 1831837 119861 119861 1951698 Part V, Line 4: THE ENDOWMENT CONSISTS OF APPROXIMATELY 124 INDIVIDUAL JUSTICE FUNDS ESTABLISHED FOR THE SUPPORT OF DESERVING LEGALLY-RELATED SERVICE PROJECTS AND 22 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, 2024 and 2023 in the amount of $6,138 and $14,461, 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 -119,861. MISCELLANEOUS ROUNDING -2. Part XI, Line 4b - Other Adjustments: RENTAL EXPENSES -359,075. Part XII, Line 2d - Other Adjustments: RENTAL EXPENSES 359,075. Part XII, Line 4b - Other Adjustments: INVESTMENT FEES 119,861. 1 CAMPBELL SCHOOL OF LAW 225 HILLSBOROUGH STREET RALEIGH NC 27603 560529940 501(c)(3) 243466 0 THE NCBF I. BEVERLY LAKE JUSTICE FUND WAS DISSOLVED BY ACTION OF THE NCBF BOARD OF DIRECTORS AND THE FUNDS WERE TRANSFERRED TO THE CAMPBELL SCHOOL OF LAW'S LAKE SCHOLARSHIP FUND. CHILDREN'S LAW CENTER OF CENTRAL NC 8 WEST 3RD STREET SUITE M-6 WINSTON SALEM NC 27101 542185218 501(c)(3) 9923 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) 8000 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) 124983 0 LEGAL AID OF NC LAWYER ON THE LINE AND OTHER PROGRAMS PISGAH LEGAL SERVICES 62A CHARLOTTE ST ASHEVILLE NC 28801 561191115 501(c)(3) 20000 0 VOLUNTEER LAW CLINIC/CONSULTATION EXPANSION COUNCIL FOR CHILDREN'S RIGHTS 601 EAST FIFTH STREET SUITE 510 CHARLOTTE NC 28202 561325184 501(c)(3) 10000 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) 9000 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) 24700 0 PROFESSIONALISM PROGRAM FOR NEW ATTORNEYS, MIP DIVERSITY SYMPOSIUM EDUCATIONAL SCHOLARSHIPS 6 10515 NEED BASED ASSISTANCE 3 6725 UNPAID INTERNSHIP STIPENDS 2 20000 BAR EXAM LAPTOP FEES 52 6500 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 EXEC.DIR./SECRETARY 0 338792 0 0 0 0 0 45807 0 14152 0 398751 0 0 ASHLEY MILLS SR. DIRECTOR OF OPERATIONS 0 195221 0 0 0 0 0 25904 0 12035 0 233160 0 0 KIM BART MULLIKIN SR. DIRECTOR OF FOUNDATION 172568 0 0 0 0 0 22842 0 10845 0 206255 0 0 0 ERIN ROBBINS DIRECTOR OF MARKETING 0 163753 0 0 0 0 0 21847 0 12215 0 197815 0 0 VIRGINIA CRAIG DIR. OF FINANCE AND ACCOUNTING 0 151794 0 0 0 0 0 19648 0 11127 0 182569 0 0 RUSSELL RAWLINGS DIRECTOR OF COMMUNICATIONS 0 146099 0 0 0 0 0 18553 0 11289 0 175941 0 0 JEREMIAH HAMM CONTROLLER 0 131907 0 0 0 0 0 18413 0 12215 0 162535 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 167000 NORTH CAROLINA BAR ASSOCIATION J 299162 NORTH CAROLINA BAR ASSOCIATION B 34701 NORTH CAROLINA BAR ASSOCIATION C 48202 NORTH CAROLINA BAR ASSOCIATION P 88000