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Coffee Fund and Action Fund financials

 – Page published Oct. 1, 2014, with major updates in March 2023

Coffee Fund and Action Fund financials, 2023-

With easing of pandemic restrictions, the Forum hospitality table returned March 21, 2023. The money held during the pandemic was used to restart Coffee Fund and Action Funds, and records of two funds were combined in the list below. Earlier separate financial records and narratives about Forum hospitality and charitable efforts are accessiblle via the red links below.

2023NotesCFund creditCFund debitCFund balanceAFund creditAFund debitAFund balanceCups usedDonation /cup
3-28Coffee donations10.0070.5613$0.77
3-22Cups26.8060.56
3-21Coffee donations26.0087.3619$1.37
3-19Stirring sticks8.5761.36
3-19Coffee, creamer, sweeteners, cups, napkins76.8569.93
3-189-2021 donation to Forum100.00318.08
3-18Reopen Action Fund218.08218.08
3-18Mecha Coffee Fund balance55.46146.78
3-18Cash paid for inventory, May 202091.3291.32

The Forum is not a legal entity. It has no financial or other assets, except its people. While the Forum is full of persons each Tuesday, and is open to all persons and could even be said to be personable, it does not claim the status of personhood. The Coffee Fund and the Action Fund account for all there is to report.

 

Click for origins of Herron Coffee Fund

The Vernon M. Herron Coffee Fund

Charlotte native Dr. Vernon M. Herron was a Forum regular until just a few weeks before his May 16, 2015 death. In August 2009, the Forum stopped serving breakfast and limited the offerings to coffee. By October, Herron was insisting on allowing Forum participants to donate toward the cost of the coffee. If a donation cup was not out with the coffee when he arrived, he converted an empty cup to the purpose and made the first donation.

This Fund has been named for Dr. Herron in tribute to the sense of personal responsibility that illuminated his life. He marched behind Martin Luther King Jr. and Coretta Scott King. As a minister he pastored five congregations. From August 2008 through September 2014 he wrote about his life experiences in a blog.

Donations

In August 2010, responding to budget cuts at Park & Recreation, which operated the Forum’s meeting place, convener Sarah Stevenson decided to contribute coffee pot funds in excess of expenses each month to the Rec Center in support of its mission. From 2010 through 2015, those donations went to Partners For Parks, and are recorded below in red under “Purchase/Contribution.” From 2011 through 2015, Park & Recreation with some regularity sent thank-you notes acknowledging the donations. PDF files contain those notes from 2011, 2012, 2013, 2014.

With the move in January 2016 to the Belmont Regional Center, convenor Sarah Stevenson decided to direct the donations to the City of Charlotte’s Dispute Settlement Program. No easy way to accomplish that purpose materialized.

In April 2016, Stevenson approved the creation of the MJ Entrepreneurial Action Fund and the transfer each month of excess coffee funds to the Action Fund. More information on the Action Fund is on that page.

When Raphael Basisa donated $200 toward Forum expenses in January 2019, that money was set aside to upgrade the coffee service via purchase of coffee from Mecha Cafe. More on that decision is here.

In April 2019, donated breakfast food was added on an occasional basis. The food is free to Forum participants, and the donors receive no monetary compensation. Donors’ identities will be noted adjoining the food at the donors’ option. The coffee page notes when food was available.

Click for Covid 19 shutdown narrative

COVID-19: The 2020 coronavirus pandemic and the closeout of this Coffee Fund

Much of the world abruptly shut down in early 2020. People were told to stay home, and work from home if they could. Most retail stores,  restaurants and bars – wherever people were liable to gather – were ordered closed. The Forum cancelled its March 17 meeting. The enemy was a new virus for which perhaps no person on earth had specific immunity. Hospital intensive-care units were overrun; protective equipment ran short. The virus took its greatest toll among the elderly, those made vulnerable by previous medical episodes, and those in the medical and emergency service professions who came to the aid of the sick.

By mid-May, some state restrictions on movement and gathering were eased, but many people remained in their homes. More than 86,000 people in the United States had died since late 2019, and more were dying daily. Globally, more than 4 million people had gotten sick; 304,000 had died.

There was no way to tell when the stay-home orders would lift enough for the Forum to renew its meetings, which in 2019 drew an average of more than 50 people. It seemed highly unlikely that a take-what-you-want coffee table would meet health standards in the post-pandemic age of masks, gloves and social distancing. If Forum meetings returned, they would face a new reality. It was time to close out the Coffee Fund, and account for all funds that will be available should the Forum restart hospitality efforts in another fashion.

On May 15, about two months after the first Forum meeting was cancelled, all coffee equipment and supplies were removed from the Belmont Center. The equipment belonged to Quartermaster Steve Johnston. To close out the fund, Johnston, who had purchased coffee and condiments and such and was responsible for any excess inventory, rebated the Coffee Fund for the full retail value of the remaining inventory.

To close out the financial records, rebates were recorded for remaining coffee and condiment inventory, and the associated Action Fund and the Mecha Coffee Fund were zero’d out. The final total in the Fund will be dispersed at the direction of the Forum leadership at a later time.

In September 2021, with in-person meetings no closer on the horizon than when the funds were zero’d out, a born optimist and one of Charlotte’s own now serving North Carolina people everywhere from a base in Raleigh nevertheless added a $100 donation to the accumulated balance.

Overview of Herron Coffee Fund
Donation in September 2021$100.00
Donations to Action Fund in 2019-21$210.51
All donations since 2010$3,196.67
Click for 2019-2021 Coffee Fund financials
2021
DateDonated FoodPurchase/ContributionSpent/Donated/TransferredDonationsBalance
9/14100.00470.95
2020
DateDonated FoodPurchase/ContributionSpent/Donated/TransferredDonationsBalance
5/15Fund close-outClosing Mecha Coffee Fund55.46370.95
5/15Fund close-outClosing Action Fund218.08315.49
5/15Fund close-outRebate for coffee, condiments91.3297.41
3/10Cups, sugar, wipes11.9335.006.09
2/25Cups, creamer7.658.00-16.98
2/18Cups, sweetener, napkins10.6410.95-17.33
2/11Cups, sugar5.5119.00-17.74
2/10Coffee44.00-31.13
2/4Cups5.1318.0012.87
1/31To Action Fund54.690
1/28Lloyd ScherCups2.5623.0054.69
1/21Sugar, napkins8.8421.5734.25
1/149.1021.52
1/7Susan WoodsCups, creamer, sugar13.585.0012.42
2019Donated FoodPurchase/ContributionSpent/Donated/TransferredDonationsBalance
12/10[All donations went to Christmas Party breakfast caterer]21.00
12/321.0021.00
11/30To Action Fund12.580
11/1915.0012.58
11/12Cups, sweetener10.4212.00-2.42
10/29James MitchellCups, creamer, sweetener,napkins17.8823.00-4.00
10/22Cups, creamer10.2211.00-9.12
10/15Cups5.7716.00-9.90
10/8Creamer5.0926.00-20.13
10/1Creamer, cups, sugar13.5811.00-41.04
9/24Creamer, cups, sugar16.1421.75-38.46
9/17Mecha Coffee 5 lb.14.33-44.07
9/17Cups, napkins11.775.11-29.74
9/3Cups12.8418.00-23.08
8/27Cups, creamer, sugar, trash bag19.6814.90-28.24
8/23Mecha Coffee 5 lb.14.33-23.46
8/20Cups, napkins, sweetener13.7216.54-9.13
8/13Constance Lav Johnson from Mert'sCups, sweetener, creamer23.7215.25-11.95
8/6Cups, sugar, napkins18.4815.00-3.48
7/30To Action Fund25.920
7/3017.0525.92
7/23Cups5.1317.008.87
7/16Cups, creamer10.2214.00-3.00
7/9Constance Lav Johnson from Mert'sCups, sweetener7.1412.00-6.78
7/2Cups, sugar7.653.00-11.64
6/25Carol Lilly from Creative Catering; and Constance Lav Johnson from Mert's-6.99
6/18Knax Group Keller WilliamsCups, sweetener, napkins, sugar16.999.00-6.99
6/11Constance Lav Johnson from Queen's Coffee BarCups, creamer10.2219.551.00
6/4Mecha Coffee 5 lb.14.336.00-8.33
5/31To Action Fund15.240
5/2812.0015.24
5/21Cups2.3934.173.24
5/14Constance Lav JohnsonCreamer, cups, sweetener20.3011.00-28.54
5/7Creamer, cups, sweetener22.243.00-19.24
4/30To Action Fund32.260
4/3011.8932.26
4/16Knax Group Keller WilliamsNapkins, cups7.488.7020.37
4/9Cups, sweetener, napkins, creamer16.1522.7019.15
4/212.0012.00
3/31To Action Fund26.060
3/26Cups, sugar5.2015.5226.66
3/26Mecha Coffee 5 lb.14.3316.34
3/19Cups5.1310.5030.67
3/12Cups, creamer, sugar10.7021.0025.30
3/515.0015.00
2/28To Action Fund29.880
2/26Cups1.068.0029.88
2/19Cups, sugar11.3821.0022.94
2/16Mecha Coffee 5 lb.14.3313.32
2/12Cups4.2913.5027.65
2/5Filters1.6120.0518.44
1/31To Action Fund13.880
1/31Transfer Basisa donation to Mecha Cafe Fund200.0013.88
1/29Basisa donation for expenses200.00213.88
1/29Cups, creamer, filters12.3518.0013.88
1/22Cups, sugar8.1815.108.23
1/15
1/87.501.31
Click for 2016-2018 Coffee Fund financials
2018
DatePurchase/ContributionSpent/Donated/TransferredDonationsBalance
12/18Creamer, cups, napkins19.27[To Caterer]-6.19
12/416.7013.08
11/27Cups, sugar10.773.00-3.62
11/13Cups, creamer7.6514.004.15
10/30Cups, sweetener, creamer22.2411.32-2.20
10/9/18Cups, creamer, sugar10.4010.008.72
10/2/189.129.12
9/30/18To Action Fund23.120
9/25/18Cups, napkins9.8213.0023.12
9/18/1814.9019.94
9/11/18Sugar, creamer, cups12.4117.455.04
8/31/18To Action Fund34.710
8/28/1812.0034.71
8/21/18Cups, microphone wipes8.3324.0022.71
8/14/18Sweeteners12.0215.257.04
8/7/18Sugar2.996.803.81
7/31/18To Action Fund38.230
7/31/1810.0038.23
7/24/18Cups, creamer9.299.2628.23
7/17/1812.0028.26
7/10/18Sugar, cups8.184.0016.26
6/26/18Cups5.137.2020.44
6/19/18Cups5.137.8018.37
6/12/18Cups, creamer7.5512.2515.70
6/5/1811.0011.00
5/31/18To Action Fund28.190
5/29/18Cups, sweetener16.5110.0028.19
5/22/1819.0034.70
5/15/18Cups, creamer9.6711.2515.70
5/1/18Cups, creamer10.2024.3214.12
4/30/10To Action Fund32.970
4/24/18Cups, trash bags, napkins10.5714.5032.97
4/17/1816.0029.04
4/10/18Cups, creamer, sugar18.789.0013.04
4/3/18Cups5.1327.9522.82
3/31/18To Action Fund33.310
3/27/1822.2533.31
3/20/18Cups2.5610.0011.06
3/13/18Cups5.1315.793.62
3/6/18Creamer, sweetener24.0419.00-7.04
2/28/18To Action Fund35.870
2/27/18Napkins, creamer8.2018.0035.87
2/20/18Cups4.2910.4126.07
2/13/18Cups, Splenda, Sweet n Lo15.9016.3519.95
2/6/1819.5019.50
1/31/18To Action Fund6.560
1/30/18Cups, sugar, creamer16.228.106.56
1/23/18Cups, sugar, creamer8.676.8014.68
1/16/18Cups5.1310.6816.55
1/9/1811.0011.00
2017
DatePurchase/ContributionSpent/Donated/TransferredDonationsBalance
12/31/17To Action Fund30.870
12/19/17Cups12.68[To caterer]30.87
12/12/17Coffee22.029.7543.55
12/5/17Creamer, cups13.6069.4255.82
11/30/17To Action Fund10.630
11/28/17Cups, sweetener14.8411.2510.63
11/21/175.0014.22
11/14/17Cups5.1314.359.22
10/31/17To Action Fund36.750
10/31/17Cups5.1317.8036.75
10/24/17Cups, creamer10.1224.5124.08
10/17/17Cups5.137.009.69
10/10/17Creamer, coffee10.388.207.82
10/3/1710.0010.00
9/30/17To Action Fund28.930
9/26/17Cups2.5521.0028.93
9/19/17Coffee, creamer21.1715.7510.48
9/5/17Sugar6.1022.0015.90
8/31/17To Action Fund5.410
8/29/17Cups, napkins7.2713.005.41
8/22/179.00-.32
8/15/1710.25-9.32
8/8/17Cups5.1311.25-19.57
8/1/17Cups, sweetener, creamer, napkins25.154.00-25.69
7/25/1712.80-4.54
7/18/17Cups, sugar5.202.00-17.34
7/11/17Coffee16.282.14-14.14
6/30/17To Action Fund40.800
6/20/171440.80
6/13/1713.0026.80
6/6/1713.8013.80
5/31/17To Action Fund13.860
5/30/17Cups, coffee17.3619.0713.86
5/23/17Cups4.7818.2212.15
5/16/17Sugar5.6920.41-1.29
5/9/17Cups, creamer15.1110.00-16.01
5/2/17Coffee, cups, sweetener, filters21.9011.00-10.90
4/30/17To Action Fund35.150
4/25/1713.0035.15
4/18/17Sugar, cups8.2510.0022.15
4/11/17Coffee, sweetener, cups18.2021.0020.40
4/4//1717.6017.60
3/31/17To Action Fund31.470
3/28/17Creamer, cups15.1111.0031.47
3/21/1714.7535.58
3/14/17Coffee, cups, sugar15.6216.5020.83
3/7/1719.7519.75
2/28/17To Action Fund56.420
2/28/17Sweeteners, cups18.6016.1056.42
2/21/1764.0058.92
2/14/17Coffee, trash bags34.4521.00-5.08
2/7/17Cups5.1313.508.37
1/31/17To Action Fund55.480
1/31/17Sweetener, cups14.308.2755.48
1/24/1722.5061.51
1/17/1733.3039.01
1/10/17Coffee, napkins, cups18.2517.955.71
1/3/1735.356.01
2016
DatePurchase/ContributionSpent/Donated/TransferredDonationsBalance
12/13/16Creamer, cups10.12[To Caterer]-29.34
12/6/16Creamer, coffee28.729.50-19.22
11/30/16To Action Fund56.390
11/29/16Cups, napkins3.7533.0056.39
11/15/16Cups, sweetener16.8613.0027.14
11/1/1631.0031.00
10/31/16To Action Fund109.240
10/25/16Cups. creamer, sugar23.5041.00109.24
10/18/1635.2591.74
10/11/16Coffee17.8155.0056.49
10/4/16Cups4.2923.5919.30
9/30/16To Action Fund68.630
9/27/1620.5068.63
9/20/16Cups, creamer, sugar, sweetener19.3727.0048.13
9/13/1635.0040.50
9/6/16Cups, creamer10.1215.625.50
8/31/16To Action Fund37.990
8/30/1611.0037.99
8/23/16Sweetener4.0613.3526.99
8/16/16Cups7.6910.0017.70
8/9/1628.0015.39
8/2/16Coffee, napkins, creamer, cups25.3612.75-12.61
7/31/16To Action Fund27.290
7/26/16Cups, sugar9.9820.6027.29
7/19/167.8516.67
7/12/16Sugar, napkins9.4318.258.82
6/30/16To Action Fund19.850
6/28/1617.1419.85
6/21/16Creamer, coffee, cups19.7912.002.71
6/14/167.0010.50
6/7/163.503.50
5/31/16To Action Fund47.870
5/31/16Creamer, coffee23.2510.5047.87
5/24/1613.0060.62
5/17/16Cups8.5815.7747.62
5/10/16Sweetener6.8232.7540.43
5/3/1614.5014.50
4/30/16To Action Fund76.760
4/27/16Rebate for cups too tall for new coffee urns5.1376.76
4/26/16Cups, creamer, coffee34.7327.5071.63
4/19/1611.9678.86
4/12/16Cups, sugar13.389.9166.90
4/5/1612.0070.37
3/29/1618.5058.37
3/22/16Cups, napkins, sweetener, sugar, coffee28.9924.5039.87
3/15/1612.0044.36
3/8/169.0032.36
3/1/16Cups, sweetener, sugar16.5429.3723.36
2/23/16Coffee, cups, creamer38.8412.5510.53
2/16/1621.0036.82
2/9/19Coffee, cups26.5124.3715.82
2/2/169.4917.96
1/26/16Cups7.6920.008.47
1/19/16Coffee creamer sweetener40.2118.45-3.84
1/12/16Cups6.4413.2517.92
1/5/1624.1511.11
Click for 2013-2015 Coffee Fund financials
2015Purchase/ContributionSpentDonationsBalance
12/15/15Party; don. to brkfst vend'r; creamer sugar sweetener25.700-13.04
12/8/1511.7512.66
12/1/15Coffee, creamer25.499.000.91
11/24/157.3517.40
11/17/1511.0010.05
11/10/15Creamer, sugar, sweetener17.8116.86-.95
10/31/15Parks donation5.190
10/27/1514.955.19
10/20/15Cups8.5714.00-9.76
10/13/15Coffee24.281.50-15.19
10/6/1514.827.59
9/29/15Cups, creamer10.5613.98-7.23
9/22/1518.26-10.65
9/8/15Coffee, cups, sweetener, sugar, creamer51.1912.50-22.91
9/1/159.789.78
8/31/15Parks donation6.510
8/25/1519.006.51
8/18/1510.00-$12.49
8/11/15Cups, creamer, sweetener, sugar30.1024.01-22.49
8/4/15Coffee cups creamer29.6813.28-16.40
7/31/15Parks donation32.780
7/28/1510.0032.78
7/21/1510.3022.78
7/14/15Coffee donated12.48
7/7/15Cups, sugar8.5221.0012.48
6/30/15Parks donation30.270
6/30/1514.0030.27
6/23/156.4016.27
6/16/15Creamer, cups7.0432.009.87
6/9/1512.87-15.09
6/2/15Coffee, cups, sweetener, sugar41.2213.26-27.98
5/31/15Parks donation6.980
5/26/1511.176.98
5/19/15Cups4.3821.00-4.19
5/12/15Coffee, cups, sweetener41.3110.00-20.81
5/5/1510.5010.50
4/30/15Parks donation34.480
4/28/15Cups3.1915.9334.48
4/21/1510.8221.74
4/14/15Cups, coffee, creamer36.4814.9010.92
4/7/1532.5032.50
3/31/15Parks donation22.990
3/31/158.4822.99
3/24/15Cups, creamer17.0311.7514.51
3/17/1517.2619.79
3/10/15Coffee, creamer29.7215.002.53
3/3/1517.2517.25
2/28/15Parks donation50.240
2/24/1516.0050.24
2/10/158.0034.24
2/3/1526.2426.24
1/31/15Parks donation13.520
1/27/15Sweetener, decaf23.9516.8513.52
1/20/15Sugar2.6316.0020.62
1/20/15 Parks donation200.007.25
1/20/15Donation by John Powell for donation to Parks & Rec200.00207.25
1/13/15Coffee, creamer13.6113.007.25
1/6/1514.007.86
2014
DatePurchase/ContributionSpentDonationsBalance
12/16/14Coffee, cups33.220-6.14
12/9/1414.0027.08
12/2/148.0613.08
11/25/1416.005.02
11/18/14Coffee, cups, sugar35.989.00-10.98
11/11/1416.0016.00
10/31/14 Parks donation23.44 0
10/28/14 12.01 23.44
10/21/14 3.19 14.75 11.43
10/14/14 15.17 -.13
10/7/14 Cups coffee creamer25.35 10.05 -15.30
9/30/14 Parks donation31.18 0
9/30/14 10.00 31.18
9/23/14 Cups sweetener creamer20.82 10.00 21.18
9/16/14 Catered by donation 32.00
9/9/14 21.00 32.00
9/2/14 11.00 11.00
8/31/14 Parks donation25.88
8/26/14 Coffee, cups22.99 14.85 25.88
8/19/14 20.00 34.02
8/12/14 15.00 14.02
8/5/14 14.00 -0.98
8/4/14 Cups, creamer, sugar18.34 -14.98
7/29/14 Catered by donation 3.36
7/22/14 Catered by donation 3.36
7/15/14 12.00 3.36
7/8/14 7.50 -8.64
7/3/14 Cups, coffee, sugar34.14 -16.14
7/1/14 18.00 18.00
6/30/14 Parks donation26.11 0
6/24/14 14.00 26.11
6/17/14 Cups3.12 11.29 12.11
6/10/14 12.00 3.94
6/3/14 Creamer, coffee25.56 17.50 -8.06
5/31/14 Parks donation38.93 0
5/27/14 18.25 38.93
5/20/14 Cups4.16 10.17 20.68
5/13/14 14.67 14.67
5/6/14 No Forum: Primary Day
4/30/14 Parks donation25.08 0
4/30/14 Coffee21.41 25.08
4/29/14 8.00 46.49
4/22/14 Cups2.08 15.00 38.49
4/15/14 Sugar7.93 12.50 25.57
4/8/14 10.00 21.00
4/1/14 11.00 11.00
3/31/14 Parks donation25.27 0
3/25/14 Coffee, cups27.3228.00 25.27
3/18/14 10.00 24.59
3/11/14 Cups, creamer14.6615.25 14.59
3/4/14 14.00 14.00
2/28/14 Parks donation14.23 0
2/25/14 31.60 14.23
2/18/14 Coffee, cups32.351.00 -17.37
2/11/14 10.00 13.98
2/4/14 Cups3.027.00 3.98
1/31/14 Parks donation27.80 0
1/28/14 29.00 27.80
1/21/14 14.00 -1.20
1/14/14 Cups, coffee30.2015.00 -15.20
2013
DatePurchase/ContributionSpentDonationsBalance
12/17/13 Parks donation58.68 0
12/17/13 Creamer, cups 15.6159.00 58.68
12/17/13 Breakfast sponsored 15.29
12/10/13 Creamer, sugar 9.3513.00 15.29
12/3/13 Cups, creamer 6.5516.61 11.64
11/26/13 No coffee service 1.58
11/19/13 11.00 1.58
11/12/13 Coffee 22.4213.00 -9.42
11/5/13 No Forum; Gen. Election 0
10/31/13 Parks donation 33.78 0
10/29/13 13.00 33.78
10/22/13 Cups 4.0314.81 20.78
10/15/13 10.00 10.00
10/8/13 No meeting; 2nd primary 0
10/1/13 Parks donation 17.69 0
10/1/13 20.50 17.69
9/24/13 Cups creamer cof sugar 37.4518.70 -2.81
9/17/13 15.00 15.94
9/3/13 Coffee, cups 13.7114.65 0.94
8/31/13 Parks donation 17.01 0
8/27/13 13.00 17.01
8/20/13 Cups, coffee 27.9910.75 4.01
8/6/13 21.25 21.25
7/31/13 Parks donation 37.43 0
7/23/13 Cups 3.0216.0037.43
7/16/13 24.0024.45
7/9/13 13.000.45
7/2/13 Coffee cups creamer 26.5514.00-12.55
6/30/13 Parks donation 51.980
6/25/13 18.0051.98
6/18/13 16.0033..98
6/11/13 9.0017.98
6/4/13 Cups 3.0212.008.98
5/31/13 Parks donation 22.210
5/28/13 Creamer, coffee, cups 30.1019.0022.21
5/21/13 Creamer 10.5919.5033.31
5/14/13 7.4024.40
5/7/13 17.0017.00
4/30/13 Parks donation 31.620
4/30/13 Free breakfast at Varick 31.62
4/23/13 Cups, coffee 25.4319.0031.62
4/16/13 12.2638.05
4/9/13 11.7525.79
4/2/13 14.0414.04
3/31/13 Parks donation 40.170
3/26/13 Creamer, cups 6.3824.0040.17
3/19/13 21.0022.55
3/12/13 Coffee, cups 32.4522.001.55
3/5/13 12.0012.00
2/28/13 Parks donation45.450
2/26/1318.0045.45
2/19/13Coffee, cups, creamer35.5513.0027.45
2/12/1327.0050.00
2/5/1323.0023.00
1/31/13 Parks donation44.42 0
1/29/13Cups, creamer12.1820.0044.42
1/22/13Cups, creamer9.1510.7736.60
1/15/1311.0034.76
1/8/1319.9623.76
Click for 2009-2012 Coffee Fund financials
2012
DatePurchase/ContributionSpentDonationsBalance
12/18/12Party; don. to brkfst vend'r4.033.80
12/11/12167.83
12/7/12Coffee, cups31.27-8.17
12/4/1223.1023.10
11/30/12 Parks donation16.82 0
11/27/12Creamer, coffee29.0211.0016.82
11/20/12Cups4.0317.3734.84
11/13/1221.5021.50
11/6/12No Forum: Election Day0
10/31/12 Parks donation39.26 0
10/30/12Bulk sugar, sweetener66.34 33.0039.26
10/23/12Coffee cups creamer30.37 29.0072.60
10/16/12 18.9073.97
10/9/12Cups, creamer6.68 30.7555.07
10/2/12 31.0031.00
9/30/12 Parks donation25.05 0
9/25/12Coffee, cups14.43 26.0025.05
9/18/12 15.0013.48
9/11/12Cups coffee creamer17.07 15.55-1.52
9/4/12No Forum: DNC week 0
8/31/12 Parks donation41.39 0
8/28/1212.0041.39
8/21/1214.5629.39
8/14/12Coffee, cups24.6220.5514.83
8/7/1218.9018.90
7/31 Parks donation40.39 0
7/31Cups, creamer10.3917.6040.39
7/2418.1033.18
7/17No Forum; N.C. Primary15.08
7/1013.0015.08
7/3Creamer, cups9.4211.502.08
6/29 Parks donation65.17 0
6/2615.2265.17
6/19Cups, coffee29.9021.0049.95
6/1228.0058.85
6/530.8530.85
5/31 Parks donation26.910
5/29Decaf, cups14.4313.0026.91
5/2215.6728.34
5/15Coffee, creamer18.3314.0012.67
5/8No Forum: N.C. Primary17.00
5/117.0017.00
4/30 Parks donation26.450
4/2417.0026.45
4/17Cups, decaf, creamer23.5114.009.45
4/1012.1818.96
4/3Cups3.2210.006.78
3/31 Parks donation52.320
3/2719.2152.32
3/20Cups, creamer, coffee31.0415.0033.11
3/1312.0049.15
3/631.3337.15
2/28Creamer, cups8.8117.305.82
2/2112.00-2.67
2/1415.00-14.67
2/13Coffee, cups18.54-29.67
2/720.00-11.13
1/31Creamer6.1012.30-31.13
1/24Bulk stirrer sugar Splenda75.84-37.33
1/2421.5038.51
1/17Coffee, cups, straws, sug.33.00 30.5017.01
1/1018.0019.51
1/3No Forum1.51
2011
DatePurchase/ContributionSpentDonationsBalance
12/27No Forum1.51
12/20Party; don. to brkfst vend'r
12/19Cups, sugar, coffee25.261.51
12/1314.7726.77
12/612.0012.00
11/30 Parks donation18.440
11/298.7018.44
11/22Coffee, creamer, sugar33.2613.009.74
11/1514.0030.00
11/8No meeting: Election
11/116.0016.00
10/31 Parks donation39.790
10/2513.0039.79
10/18Cups7.6815.5026.79
10/1116.5018.97
10/413.002.47
9/27Coffee, sugar, creamer61.2321.00-10.53
9/2017.7029.70
9/13No meeting: City primary12.00
9/612.0012.00
9/1 Parks donation49.850
8/30Cups, decaf18.8915.5049.85
8/2314.9253.24
8/1613.0038.32
8/914.3225.32
8/211.0011.00
7/31Parks donation 5.570
7/26Cof, creamer, sugar, cups43.62 14.195.57
7/199.0035.00
7/1226.0026.00
7/5No Forum
6/30 Parks donation50.720
6/2820.3050.72
6/21Coffee, creamer, cups28.6313.0530.42
6/1412.0046.00
6/734.0034.00
5/31 Parks donation9.41 0
5/3113.819.41
5/24Coffee, sweetener25.5821.00-4.40
5/17Cups, creamer, coffee18.4610.000.18
5/10
5/38.638.63
4/30 Parks donation22.950
4/2632.0022.95
4/1910.00-9.05
4/12Cups, coffee, sugar28.059.00-19.05
4/5Donations to Burger King
3/31 Parks donation58.190
3/29Cups5.8122.0058.19
3/229.0042.00
3/1520.0033.00
3/813.0013.00
3/100
2/28 Parks donation7.61
2/22Coffee, creamer30.3407.61
2/1512.7037.95
2/818.0025.25
2/17.257.25
1/25 Parks donation51.200
1/25Decaf, sugar, creamer20.3433.0051.20
1/188.5438.54
1/11Snow; Forum cancelled
1/4No Forum
2010
DatePurchase/ContributionSpentDonationsBalance
12/28No Forum30.00
12/21No Forum
12/149.0030.00
12/721.0021.00
11/30 Parks donation31.400
11/30Sugar, coffee21.9162.0031.40
11/23Sweetener, creamer22.0212.00-8.69
11/21200 cups23.001.33
11/1915.6124.33
11/9 Cups 3.9912.71 8.72
11/2 No Forum; Election Day
10/31 Parks donation 39.11 0
10/26 Coffee 9.3911.75 39.11
10/19 10.00 36.75
10/12 Cups 7.7519.00 26.75
10/5 15.50 15.50
9/28 Parks donation 50.18 0
9/28 48.75 50.18
9/21Coffee, creamer 13.3614.15 1.43
9/14Cups, creamer 7.957.60 0.64
9/7Coffee, cups 15.0116.00 0.99
8/31 Parks donation 53.91 0
8/31 44.00 53.91
8/24Cof. creamer sugar
cups
23.4526.00 9.91
8/17 2.49 7.36
8/10 10.50 4.87
8/3 4.00 -5.63
7/27 6.00 -9.63
7/20 10.00 -15.63
7/13Coffee, cups,
sweetener
27.627.15 -25.63
7/6 3.00 -5.16
6/29 7.57 -8.16
6/22No meeting -15.73
6/15 -15.73
6/8Creamer, donuts 7.362.00 -15.73
6/1 0 -10.37
5/25 3.00 -10.37
5/18Cups, coffee, creamer 34.7115.00 -13.37
4/2725.46 +6.34
4/204.00 -19.12
4/13Cups, coffee19.2013.00 -23.12
4/68.41 -16.92
3/3020.60 -25.33
3/2313.01 -45.93
3/16Cups, coffee, creamer31.728.95 -58.94
3/910.31 -36.17
3/2Cups5.8112.25 -46.48
2/23Cups, napkins7.9728.00 -52.92
2/1612.10 -72.95
2/914.00 -85.05
2/220.00 -99.05
1/26Creamer, coffee, cups31.639.00 -119.05
1/11Cups, half & half7.42 -96.42
2009
DatePurchaseSpentDonationsBalance
12/15Regular, cups15.062.00 -89.00
12/84.00 -75.94
11/24Decaf, cups18.942.00 -79.94
11/175.00 -63.00
11/10 Cups6.25 -68.00
10/20Donuts, coffee, cups20.7618.37 -61.75
9/22Cups, coffee, napkins22.58 -59.36
9/8Cups3.67 -36.78
9/1Cups, coffee14.38 -33.11
8/18Cups3.67 -18.73
8/11Cups13.39 2.00-15.06
8/11Cups3.67-3.67
Click for 2003-2009 Coffee Fund financials

This note will cover some issues in the records below from 2003 through summer 2009.

When the Forum settled at the West Charlotte Recreation Center in July 2003, Steve Johnston would normally arrive early, start coffee, then use the center’s kitchen to make small breakfast sandwiches from food purchased that morning at a grocery. Records were kept about free-will donations, the cost of supplies, and Johnston’s habit of crediting back to the fund the retail value of any leftover food.

Intermittently beginning in summer 2006 through summer 2009, a Forum participant prepared food at home. No financial records were shared with the Forum. In 2009, the Parks & Recreation Department forbade on-site consumption of food not prepared in a commercial kitchen. With no resource stream available to subsidize such purchases, the Breakfast Forum became effectively a coffee forum at that point.

From 2003, when the Forum began providing refreshments after leaving McDonald’s Cafeteria, which closed, all funds in excess of expenses were donated to community causes.

While there are gaps in the surviving records below, food and beverage service was mostly continuous during this period.

2009
DatePurchasesCredit for leftoversDonationsBalance
7/2128.000.03
7/748.578.50-27.97
6/3029.573.2024.0012.10
6/2324.082.2032.0014.47
6/1628.557.5018.004.35
6/937.031.8025.007.40
6/233.0017.63
2008
DatePurchasesCredit for leftoversDonationsBalance
12/233.143.2024.00-15.37
11/1830.462.8528.00-9.43
11/1134.386.5025.00-9.82
9/235.00-6.94
8/2628.404.7020.0028.06
8/1924.571.8526.0031.76
8/1231.052.8020.0028.48
8/526.281.2818.7536.73
7/2951.372.20042.98
7/2232.713.8033.192.15
7/1525.574.5027.8887.96
7/835.758.5033.0081.15
7/128.047.0031.0075.40
6/2428.7065.44
4/2925.35030.0036.74
4/2238.376.2039.0032.09
4/1542.008.5527.0025.26
4/826.9233.7531.71
4/135.0024.88
2007
DatePurchasesCredit for leftoversDonationsBalance
11/1329.802.8528.72-3.03
10/3032.8812.2020.00-4.80
10/2320.00-4.12
10/1625.883.5032.00-24.12
10/921.00-33.74
8/2126.102.5025.00-54.74
8/1430.8821.00-51.14
8/725.1716.00-41.26
7/1030.190.7021.00-32.09
6/2618.4220.00-22.20
6/1947.7824.00-23.78
2006
DatePurchasesCredit for leftoversDonationsBalance
6/2025.253.5011.00-46.67
6/1323.385.2016.30-35.92
6/636.587.8017.95-34.04
5/3047.158.7524.62-23.21
5/2335.406.3040.95-9.43
4/1837.554.8033.00-21.28
4/1135.275.5029.00-21.53
4/440.727.6023.00-20.76
3/2832.356.2041.60-10.64
3/2136.681.8089.41-26.09
3/1429.096.7031.00-80.62
3/739.816.5027.00-89.23
2/2841.745.8026.50-82.92
2/2130.627.2020.00-73.48
2/1443.232.4035.05-70.06
2/738.192.4040.00-64.28
1/3131.378.2031.00-68.49
1/2438.647.5336.87-76.32
1/1731.646.2022.50-82.08
1/1036.616.8022.00-79.14
2005
DatePurchasesCredit for leftoversDonationsBalance
12/668.7322.0033.00-71.33
11/2932.948.5023.00-57.60
11/1530.33023.00-56.16
11/130.074.1047.00-48.83
10/2533.7800-69.86
10/1828.814.8037.00-36.08
10/1137.459.4035.00-49.07
10/336.807.1040.50-56.02
9/2033.31030.00-66.82
9/1337.090.7032.00-63.51
9/628.436.2518.00-59.12
8/3036.598.7022.00-54.94
8/2332.256.9023.75-49.05
8/1624.243.7516.00-47.45
8/939.519.2026.00-42.96
8/234.879.6026.00-38.65
7/2629.584.3527.00-39.38
7/1934.171.2016.00-41.15
7/1243.131.8030.00-24.18
6/2840.2211.1027.75-12.85
6/2138.316.9018.00-11.48
6/1436.847.1031.751.93
6/730.00to caterer-0.08
6/741.461.90029.92
5/3132.696.20121.4069.48
5/2427.246.3521.00-25.43
5/1738.352.9026.90-25.54
5/1031.703.5023.05-16.99
5/339.147.3019.00-11.84
4/2633.184.6025.991.00
4/1935.416.1030.003.59
4/1238.5310.1022.752.90
4/548.194.5035.008.58
3/2932.463.7026.00-43.73
3/2961.0017.27
3/2230.384.6517.00-40.97
3/1524.494.9523.00-32.24
3/832.872.4013.00-35.70
3/136.698.6016.00-18.23
2/2232.812.9014.00-6.14
2/1528.202.6026.009.77
2/830.744.2023.009.37
2/124.855.3020.0012.91
1/2824.163.0518.0012.46
1/2131.212.4530.0015.57
1/1446.315.6720.0014.33
2004
DatePurchasesCredit for leftoversDonationsBalance
12/1411.800034.97
12/762.602.5074.0046.77
11/3026.672.1522.0032.87
11/2330.953.4026.0035.39
11/1628.430.5021.5036.94
11/928.29035.0043.37
10/2629.069.5559.0036.66
10/1931.480.7518.00-2.83
10/1224.133.1020.009.90
10/530.585.8018.0010.93
9/2832.293.6020.0017.71
9-2130.210.2531.0026.40
9/1426.132.6586.0025.36
9/726.910.9519.00-37.16
8/3120.810.7025.00-30.20
8/2424.101.6524.00-35.09
8/1727.653.8020.00-36.64
8/1018.29020.00-32.79
8/331.499.7510.00-34.50
7/2727.703.901.00-22.76
7/2755.00(donated)0.04
7/2720.0055.04
7/1324.532.1534.0035.04
7/634.496.5024.0523.42
6/2931.653.5536.0027.36
6/2227.703.1520.0019.46
6/1530.233.7025.0024.01
6/80016.0025.54
6/139.254.8016.259.54
5/2528.192.4530.0027.74
5/1828.466.4027.1123.48
5/1134.664.5023.0018.43
5/426.562.9950.0025.59
4/2723.473.5012.00-0.84
4/2033.173.3020.007.13
4/1322.663.1920.0017.00
4/624.998.4020.1516.47
3/3020.274.7017.0012.91
3/2320.002.9021.0011.48
3/1628.396.8417.007.58
3/916.436.1022.0012.13
3/226.823.5017.000.46
2/1725.658.7914.006.78
2/1021.485.4515.009.64
2/317.903.8522.0010.67
1/2034.3511.1421.002.72
1/1321.914.9512.874.93
2003
DatePurchasesCredit for leftoversDonationsBalance
12/167.569.02
12/922.534.7021.0016.58
12/216.651.6022.0013.41
11/2531.567.0024.006.46
11/1820.324.5013.007.02
11/1120.062.1021.459.84
10/2819.611.7022.006.35
10/2130.941.5021.002.26
10/1423.979.9020.0010.70
10/719.245.0032.004.77
9/3024.862.605.00-12.99
9/1623.402.0028.004.27
9/924.1718.00-2.33
9/214.609.003.84
8/2633.419.0014.009.44
8/1918.533.5318.0019.85
8/12019.6516.85
8/55.933.50-2.80
7/289.379.00-0.37
Click for MJ Entrepeurial Action Fund

160912fundheader

Page initiated April 25, 2016

Since its inception, the Tuesday Morning Breakfast Forum has raised money for charitable purposes. Participants have passed the hat for students in need. The Forum has directed excess funds from its coffee fund to support of the Park & Recreation centers where it met. In keeping with all Forum activity, its charitable work has been informal.

In 2016, co-founder Sarah Stevenson approved the creation of this MJ Entrepreneurial Action Fund. The fund honors the life work, entrepreneurial spirits and community contributions of two longtime Forum participants: Laura McClettie, and Maurice Jones. The fund essentially began with a $20 bill from Maurice Jones. Action!

Stevenson directed that excess funds in the Vernon M. Herron Coffee Fund be moved to the MJ Entrepreneurial Action Fund at the end of each month, beginning with April 2016.

2018 Recipients

Carlene Switzer-Greene with gifts and gift cards on Dec. 20, 2018.

The Fund accumulated $257.27 through Nov. 30 entirely from the Coffee Pot Fund.

At The Dec. 18 Christmas Party, facilitator Mary Johnson announced that the the Forum would donate to the Belmont Community Development Corporation.

On Thursday, the day before the Belmont CDC Christmas Party at 3 p.m. at the Belmont Center, Carlene Switzer-Greene, right, received ten $25 Walmart gift cards, which she said she would pass on to the grandmothers in the neighborhood who are helping raise young children. Greene was expecting 150 children for the Dec. 21 party.

The remaining $7.27 will get the Forum a start on collecting funds in 2019.

The video below was shown at the Forum on March 12, 2019. To start it, click on it.

https://www.tuesdayforumcharlotte.org/wp-content/uploads/2019/03/190311BelmontCDC31.mp4

 

2017 Recipients

The Fund accumulated $278.92, through Nov. 30, entirely from the Coffee Pot Fund.

Mrs. Stevenson directed the funds be used to purchase toys for Toys for Tots.

At right, Santa’s helpers Natheley McElrath and Ben Felton are shown Nov. 11 with their purchases at the Red Cross pickup location for Toys for Tots.

The Fund’s balance was transferred to McElrath on Dec. 12.

 

 

2016 Recipients

A process was laid out and a Grants Committee named. On Dec. 6, that committee decided not to make any grants for entrepreneurial activity, but to give the accumulated funds to charity. Laura McClettie made the announcement at the Forum’s Dec. 13 Christmas Party:

Operation of the Fund

In its initial stage, the Fund will accept donations, either by name or anonymously, at the donor’s direction. Initially, the donations will not be tax-deductible because the Forum is not a nonprofit. All monies will be accounted for below. The Fund’s assets will be held by custodian Steve Johnston until other arrangements are in place.  Checks payable to “TMBF/Steve Johnston” will be credited to the Fund. During the duration of the fund, no such checks were received.

On May 15, 2020, deep into the 2020 coronavirus pandemic, the coffee service supplies were disposed of, coffee-making materials were removed from the Belmont Center, and all funds, including the Action Fund balance below, were consolidated in the Coffee Fund.  Final accounting of the Coffee Fund is here. Below are the financials related to the Action Fund.

2020Purchase/ContributionSpentDonationsBalance
5/15/20Coffee fund close-out; all funds consolidated there218.080
1/31/20From Coffee Fund54.69218.08
2019
DatePurchase/ContributionSpentDonationsBalance
11/30/19From Coffee Fund12.58163.39
7/30/19From Coffee Fund25.92150.81
5/30/19From Coffee Fund15.24124.89
4/30/19From Coffee Fund32.26109.65
3/31/19From Coffee Fund26.0677.39
2/28/19From Coffee Fund29.8851.33
1/31/19From Coffee Fund13.8821.45
2018
DatePurchase/ContributionSpentDonationsBalance
12/20/18Gift cards donated to Belmont CDC250.007.57
9/30/18From Coffee Fund23.12257.27
8/31/18From Coffee Fund34.71234.15
7/31/18From Coffee Fund38.23199.44
5/31/18From Coffee Fund28.19161.21
4/30/18From Coffee Fund32.97133.02
3/31/18From Coffee Fund33.31100.05
2/28/18From Coffee Fund35.8766.74
1/31/18From Coffee Fund6.5637.43
2017
DatePurchase/ContributionSpentDonationsBalance
12/31/17From Coffee Fund30.8730.87
12/12/17Toys donated to Toys for Tots278.920
11/30/17From Coffee Fund10.63278.92
10/31/17From Coffee Fund36.75268.29
9/30/17From Coffee Fund28.93231.54
8/31/17From Coffee Fund5.41202.61
6/30/17From Coffee Fund40.80197.20
5/31/17From Coffee Fund13.86156.40
4/30/17From Coffee Fund35.15142.54
3/31/17From Coffee Fund31.47107.39
2/28/17From Coffee Fund56.4275.92
1/31/17From Coffee Fund55.4819.50
2016
DatePurchase/ContributionSpentDonationsBalance
12/13/16Gift cards for Belmont Center families in need500.00-35.98
11/30/16From Coffee Fund56.39464.02
10/31/16From Coffee Fund109.24407.63
9/30/16From Coffee Fund68.63298.39
8/31/16From Coffee Fund37.99229.76
7/31/16From Coffee Fund27.29191.77
6/30/16From Coffee Fund19.85164.48
5/31/16From Coffee Fund47.87144.63
4/30/16From Coffee Fund76.7696.76
3/29/16Opening donation from Maurice Jones20.0020.00

Join Us

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