2022-02-14T07:56:44-08:00 2021-05-31 742981758 Dunagan Jack LLP 3724 Jefferson Street Suite 307 Austin TX 78731 990 2020-06-01 746074796 Texas Bar Foundation TEXA 5124808000 515 Congress Avenue 1755 Austin TX 78701 Wendy Burgower Chair 2022-02-14 true Wendy Burgower 999009999 Gary Joseph Jack P00184408 5124208997 X 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z Andrea Stone 515 Congress Avenue 1755 Austin TX 78701 2042795 false X www.txbf.org X 1965 TX The Foundation solicits charitable contributions and provides funding to enhance the rule of law and the system of justice in Texas. 29 29 0 179 0 1507780 1417699 0 913436 480312 215204 1192 2636420 1899203 1257158 1158754 0 0 0 174803 1158769 1003095 2415927 2161849 220493 -262646 30368766 39087932 89398 345871 30279368 38742061 The Foundation solicits charitable contributions and provides funding to enhance the rule of law and the system of justice in Texas, especially for programs that relate to the administration of justice; ethics in the legal profession; legal assistance for the needy; the encouragement of legal research, publications & forums; and the education of the public. false false 1363355 1158754 The Foundation made grants to enhance the rule of law and the system of justice in Texas, especially programs for administration of justice; ethics in the legal profession; legal assistance for the needy; legal research, publications & forums; and education of the public. 1363355 true true false false false false false false false true true false false false true false true false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false true 3 0 false 0 false false false false false false false 0 false false false false false false false X 29 29 false false false false false true false true true false false true true true true true true true true false X X Andrea Stone 5124808000 515 Congress Ave 1755 Austin TX 78701 Andrea Stone Exec Director 40.00 0.00 X 167503 0 25776 Shannon Dacus Chair 4.00 0.00 X X 0 0 0 Wendy Burgower Chair Elect 4.00 0.00 X X 0 0 0 Alistair Dawson Sec/Treasurer 4.00 0.00 X X 0 0 0 Florentino Ramirez Past Chair 4.00 0.00 X X 0 0 0 Amanda Abraham Trustee 3.00 0.00 X 0 0 0 Geffrey Anderson Trustee 3.00 0.00 X 0 0 0 Stephen Benesh Trustee 3.00 0.00 X 0 0 0 Melanie Bragg Trustee 3.00 0.00 X 0 0 0 Carlos Cardenas Trustee 3.00 0.00 X 0 0 0 Jennifer Chiang Trustee 3.00 0.00 X 0 0 0 Kenda Culpepper Trustee 3.00 0.00 X 0 0 0 Estrella Escobar Trustee 3.00 0.00 X 0 0 0 Alexandra Farias-Sorrels Trustee 3.00 0.00 X 0 0 0 Jarrod Foerster Trustee 3.00 0.00 X 0 0 0 Diana Geis Trustee 3.00 0.00 X 0 0 0 Warren Harris Trustee 3.00 0.00 X 0 0 0 Andrew Kerr Trustee 3.00 0.00 X 0 0 0 Roger Key Trustee 3.00 0.00 X 0 0 0 Jennifer Evans Morris Trustee 3.00 0.00 X 0 0 0 Gary Nickelson Trustee 3.00 0.00 X 0 0 0 MariBen Ramsey Trustee 3.00 0.00 X 0 0 0 Rose Guerra Reyna Trustee 3.00 0.00 X 0 0 0 Coolidge Rhodes Jr Trustee 3.00 0.00 X 0 0 0 Thomas Riney Trustee 3.00 0.00 X 0 0 0 Mark Shank Trustee 4.00 0.00 X 0 0 0 Frank Stevenson II Trustee 3.00 0.00 X 0 0 0 John Swallow Trustee 3.00 0.00 X 0 0 0 C Barrett Thomas Trustee 3.00 0.00 X 0 0 0 Audrey Vicknair Trustee 3.00 0.00 X 0 0 0 167503 25776 1 false true true State Bar of Texas 1414 Colorado St Austin TX 78701 TBF staff & support 497426 Luther King Capital Mgmt 1301 S MoPac Expy 350 Austin TX 78746 Investment mgmt fees 166312 2 180000 1237699 1417699 0 418397 418397 0 0 0 205507 143592 61915 61915 61915 0 0 0 Other revenues 900099 1192 1192 1192 1899203 481504 1158754 1158754 0 0 0 0 0 0 0 0 0 0 0 16500 16500 0 0 166312 166312 0 0 0 0 0 111734 37986 61086 12662 0 0 0 0 0 1363 382 627 354 0 SBOT reimbursement for staff 496426 138999 228356 129071 Bank and credit card fees 52208 52208 Software, equip rental, maint 47315 8692 29583 9040 Printing and Publications 26508 6862 16011 3635 84729 11680 53008 20041 2161849 1363355 623691 174803 X 508271 521742 2723671 2655766 0 0 0 0 0 0 28634 28158 46943 44631 3677 2312 27036629 35808805 0 0 0 67884 71149 30368766 39087932 -8880 108511 15750 149200 82528 88160 89398 345871 X 9860543 12921511 20418825 25820550 30279368 38742061 30368766 39087932 -262646 8725339 X false true X true false X 1447824 1597372 1361615 1507780 1417699 7332290 0 0 1447824 1597372 1361615 1507780 1417699 7332290 0 7332290 461015 528458 523684 528066 418397 2459620 0 146199 193695 189713 215204 1192 746003 10537913 0.69580 0.68050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29760300 449600 9046074 876582 38379392 28261266 460150 1875732 836848 29760300 29231255 397560 -80164 1287385 28261266 26269214 402353 3028549 468861 29231255 24104701 388181 2694940 918608 26269214 0.32700 0.67300 false false false 8865 8865 38078 35766 2312 2312 Due to State Bar of Texas 88160 88160 10458230 8725339 8725339 1732891 166312 166312 1899203 1995537 1995537 166312 166312 2161849 Part V, Line 4: Intended uses of the endowment fund. Endowment funds primarily comprise the general endowment fund that supports Texas Bar Foundation. true ACT-Advoc for Comm Transform PO Box 225225 Dallas TX 75222 270178272 501(c)(3) 15000 0 Staff attorney and case management Aid to Victims of Dom Abuse 1001 Texas Ave 600 Houston TX 77002 742141981 501(c)(3) 7515 0 Radio awareness campaign Alamo Area Council BSA 2226 NW Military Hwy San Antonio TX 78132 746079583 501(c)(3) 6600 0 Merit badge classes Amarillo College Foundation PO Box 447 Amarillo TX 79178 756029084 501(c)(3) 22000 0 Train legal studies students Angel Reach 206-A South Loop 336W-203 Conroe TX 77304 205665097 501(c)(3) 12500 0 Steering smart Angela House 6725 Reed Rd Houston TX 77087 204860946 501(c)(3) 12500 0 Secure state IDs and other docs Avenue Community Develop Corp 2505 Washington Ave 400 Houston TX 77007 760380602 501(c)(3) 10000 0 Language justice for advocacy train Big Country CASA 400 Oak St 217 Abilene TX 79605 474607273 501(c)(3) 10000 0 Hope for a home CASA of Central TX Inc 1619 E Common St 301 New Braunfels TX 78130 742403373 501(c)(3) 7500 0 CASA kids count CASA of Southeast Texas 2449 Calder Beaumont TX 77702 760337759 501(c)(3) 14250 0 Expansion of advocacy services Catholic Charities - CTX 1625 Rutherford Ln Austin TX 78754 742928450 501(c)(3) 20000 0 Hardship grant Catholic Charities - GalHou 2707 North Loop West 300 Houston TX 77008 741109733 501(c)(3) 25500 0 Immigration outreach Catholic Charities - Tyler PO Box 2016 Tyler TX 75710 202766724 501(c)(3) 10000 0 Immigration naturalization process Catholic Charities Dallas 1421 W Mockingbird Ln Dallas TX 75247 752745221 501(c)(3) 20000 0 DACA application and rep assist Catholic Charities Texas Pan PO Box 15127 Amarillo TX 79105 750818147 501(c)(3) 27000 0 Legal and education services Childens Adv Cntr Denton Cnty 1854 Cain Dr Lewisville TX 75077 752559765 501(c)(3) 35000 0 Wise Countyy capacity building Children at Risk 2900 Weslayan 400 Houston TX 77027 760360533 501(c)(3) 14000 0 Texas students: school policies Childrens Adv Cntr of Texas 1501 W Anderson Ln Bldg B Austin TX 78757 752581804 501(c)(3) 15400 0 Privacy and protection child victim Childrens Adv Cntr Smith Cnty 2210 Frankston Hwy Tyler TX 75701 752748697 501(c)(3) 7500 0 Sexual assault exams CitySquare 4000 East Side Ave Dallas TX 75226 752332948 501(c)(3) 15000 0 Legal assistance for evictions Conf on Crimes Against Women 4411 Lemon Ave 201 Dallas TX 75219 202079535 501(c)(3) 7500 0 Legal program growth County of Hidalgo 100 E Cano Edinburg TX 78539 746000717 State of Texas 25000 0 Project recover Dallas County DA Office 133 North Riverfront Blvd Dallas TX 75207 756000905 State of Texas 27000 0 HEAT enhancement project Diocesan Migrant & Refugee Sv 2400A East Yandell Dr El Paso TX 79903 742723627 501(c)(3) 7800 0 Removal defense legal assistant Earl Carl Inst for LegalSoci 3100 Cleburne Office 230 Houston TX 77004 760385044 501(c)(3) 45000 0 HALO initiative El Paso County 500 E San Antonio El Paso TX 79901 746000762 State of Texas 12400 0 Online dispute resolution tech Family Svc Ass of San Antonio 702 San Pedro San Antonio TX 78212 741117341 501(c)(3) 12816 0 Safe haven - Kidshare Fe y Justicia Workers Center 1209 James St Houston TX 77009 453855515 501(c)(3) 20000 0 Project Macoa For the Sake of One 2019A-375 Richmond Rd Texarkana TX 75503 371856146 501(c)(3) 14140 0 Renovation project Frazier Revitalization Inc PO Box 152926 Dallas TX 75315 203395474 501(c)(3) 8000 0 Pro bono legal svc grant Goodwill Industries East TX 409 W Locust St Tyler TX 75702 751478918 501(c)(3) 8000 0 Job training and placement svcs Greater Waco Legal Services PO Box 689 Waco TX 76703 814815182 501(c)(3) 20000 0 School-legal partnership Heart of a Champion PO Box 92790 Southlake TX 76092 752721125 501(c)(3) 25000 0 Juvenile female offenders in deferm Hidalgo County Bar Foundation 323 W Cano St Edinburg TX 78539 680488184 501(c)(3) 5100 0 Mock trial competition His Fathers Heart Ministries 5715 NW Central Dr Houston TX 77092 760618720 501(c)(3) 25000 0 Women's "Life Group" re-entry prog Homeward Bound Inc PO Box 22194 Dallas TX 75222 742127841 501(c)(3) 11525 0 Dallas deflects Housing Crisis Center PO Box 141177 Dallas TX 75214 751633304 501(c)(3) 10000 0 Legal svc for the indigent Human Rights Initiative NTX 2801 Swiss Ave Dallas TX 75204 752842602 501(c)(3) 20000 0 Legal svc for asylum seekers IEA - Inspire Encourage Ach 20 N 11th St Beaumont TX 77702 760544362 501(c)(3) 10000 0 Street law curriculum Intl Rescue Committee 6500 Greenville Ave 500 Dallas TX 75206 135660870 501(c)(3) 20000 0 SAFE network support Justice Forward 515 Caroline St Houston TX 77002 202760137 501(c)(3) 15000 0 Clear path forward project Law Focused Education Inc 1414 Colorado St Austin TX 78701 237421427 501(c)(3) 20000 0 Jury service: Your call of duty Lone Star Justice Alliance 3809 S 1st Street Austin TX 78704 822345921 501(c)(3) 25000 0 Survivor's project Lone Star Legal Aid PO Box 398 Houston TX 77001 741537787 501(c)(3) 40000 0 Eviction right to counsel project ME3LJ Center 403 E 15th St Austin TX 78701 742994703 501(c)(3) 12500 0 Iron sharpens iron Methodist Justice Ministry 750 W 5th St Fort Worth TX 76102 204204172 501(c)(3) 20000 0 Court filing gees for indigent POETIC PO Box 801025 Dallas TX 75380 822526057 501(c)(3) 10000 0 Pipeline to success for juvenile Restored Hope Ministries 4301 Bryan St 204 Dallas TX 75204 455457155 501(c)(3) 12500 0 COVID-19 human services San Antonio Bar Foundation 100 Dolorasa 5th Floor San Antonio TX 78205 742347637 501(c)(3) 15000 0 Outreach prject phase II-accesibile San Antonio Legal Svcs Assoc 100 Dolorasa 500 San Antonio TX 78205 320092986 501(c)(3) 10000 0 COVID responsive probate Santa Maria Hostel Inc 2605 Parker Rd Houston TX 77093 741669131 501(c)(3) 15000 0 Court liaison services program Southern Methodist University PO Box 750402 Dallas TX 75275 750800689 501(c)(3) 12500 0 Expand operations St Marys Univ School of Law 1 Camino Santa Maria San Antonio TX 78228 741143128 501(c)(3) 10400 0 Remote legal services fellowship State Bar of Texas 1414 Colorado St 444 Austin TX 78701 746000148 State of Texas 60000 0 Various Texas Accts and Lwyrs - Arts PO Box 144722 Austin TX 78714 742073687 501(c)(3) 7000 0 Online educational programs Texas Advocacy Project Inc 3721 Executive Center Dr 215 Austin TX 78731 742237306 501(c)(3) 12000 0 Technology updates for virtual svcs Texas Cntr for the Judiciary 1210 San Antonio St 800 Austin TX 78701 742131161 501(c)(3) 30000 0 Annual conference Texas Dist & Cnty Attys Fdn 505 W 12th St 100 Austin TX 78701 205047948 501(c)(3) 15000 0 Diversity, recruitment & retention Texas Legal Services Center 1920 E Riverside Dr A-120 Austin TX 78741 742220750 501(c)(3) 25000 0 Site maintenance and updates Texas Muslim Womens Fdn PO Box 863388 Plano TX 75086 203060929 501(c)(3) 12500 0 Legal services University of Texas at Austin John W Hargis Hall 1823 Red Austin TX 78701 746000203 State of Texas 10020 0 Mental health collaborative UNT Dallas Foundation 7300 University Hills Blvd Dallas TX 75241 453072303 501(c)(3) 10000 0 Informational videos & legal topics Way Back House Inc 13490 TI Blvd 102 Dallas TX 75243 751446346 501(c)(3) 10900 0 The way back reentry program YMCA of Metro Dallas 601 N Akard St Dallas TX 75201 750800696 501(c)(3) 10000 0 Scholarship support 64 0 X false false false false false false false false false Andrea Stone Exec Director 167503 18011 7765 193279 Part II, Compensation from Unrelated Organizations The Foundation's Executive Director was an employee of the State Bar of Texas. Form 990, Part VI, Line 11b: Form 990 Review Process The Audit Committee met via conference call with the CPA that prepared the Foundation's Form 990 to review the return. The draft was then distributed to the entire Board electronically. The entire Board had an opportunity to comment on the return before it was finalized and filed. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Conflict of Interest Policy: Members of the Board of Trustees of the Texas Bar Foundation have a fiduciary responsibility to the Texas Bar Foundation.* Board members acting in their official capacity must exercise their authority exclusively for the benefit of the Texas Bar Foundation and may not engage in activities to their own benefit which are detrimental to the Foundation.* Annually, and more often as circumstances dictate, Board members shall disclose interests that could give rise to conflicts.* The Secretary/Treasurer is charged with monitoring compliance with the Conflict of Interest policy. The full Board is charged with enforcing compliance. Annually at the January Board meeting the Secretary/Treasurer will report on matters which may have arisen during the year. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management The Foundation's independent Board draws upon other board experience, business experience, discussions with other organizations, and any other sources considered necessary to determine compensation for the Executive Director and any other officers. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Certain other documents are available upon request.