2022-04-28T13:44:45-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2020-07-01 416023581 MINNESOTA STATE BAR FOUNDATION MINN 6123331183 600 NICOLLET MALL NO 380 MINNEAPOLIS MN 55402 CHERYL DALBY EXECUTIVE DIRECTOR 6123331183 2022-03-24 1 CHERYL DALBY 999009999 JOHN TAUER P00294068 6123764500 2022-03-24 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z CHERYL DALBY 600 NICOLLET MALL NO 380 MINNEAPOLIS MN 55402 842127 0 X WWW.MNBAR.ORG/FOUNDATION X 1974 MN TO MOBILIZE LEGAL COMMUNITY PHILANTHROPY TO ACHIEVE ACCESS TO JUSTICE FOR ALL MINNESOTANS 14 14 0 14 0 0 52590 259771 0 0 105735 168481 0 0 158325 428252 97554 660243 0 0 0 0 0 0 0 32152 42103 129706 702346 28619 -274094 1960393 2057639 118560 126510 1841833 1931129 X THE MINNESOTA STATE BAR FOUNDATION MOBILIZES LEGAL COMMUNITY PHILANTHROPY TO ACHIEVE ACCESS TO JUSTICE FOR ALL MINNESOTANS. 0 0 660243 660243 PROGRAM SERVICE ACTIVITIES CONSIST SOLELY OF GRANTS TO BOARD-APPROVED ORGANIZATIONS.THE MINNESOTA STATE BAR FOUNDATION RECOGNIZES THAT ITS EXISTENCE AND ITS ABILITY TO CARRY OUT ITS ASSIGNED MISSION ARE DUE TO THE COOPERATION AND SUPPORT THAT IT RECEIVES FROM THE MINNESOTA STATE BAR ASSOCIATION AND ITS INDIVIDUAL MEMBERS, WHO ARE THE PRIMARY SOURCE OF ALL FUNDS AVAILABLE TO THE FOUNDATION. THE FOUNDATION THEREFORE FEELS DEEPLY OBLIGATED TO PURSUE POLICIES AND MAKE GRANTS TO SUCH PROGRAMS AND CAUSES AS IT BELIEVES WOULD ATTRACT THE SPECIAL INTEREST AND SUPPORT OF THE LAWYERS OF THE STATE OF MINNESOTA.IN AWARDING GRANTS IN RESPONSE TO WRITTEN APPLICATIONS, THE FOUNDATION BELIEVES THAT IT CAN CARRY OUT THIS BROAD OBJECTIVE BY GENERALLY ADHERING TO THE GUIDELINES STATED AS FOLLOWS:1. THE FOUNDATION HAS BEEN INTERESTED IN THE PAST AND CONTINUES TO BE INTERESTED IN PROGRAMS OF LAW-RELATED EDUCATION FOR STUDENTS AND ADULTS, INCLUDING WHERE APPROPRIATE, PUBLICATIONS, WORKSHOPS, AND RELATED PROGRAMS.2. THE FOUNDATION SEEKS TO ENCOURAGE AND PROMOTE LEGAL ASSISTANCE TO THE POOR AND DISADVANTAGED GROUPS.3. THE FOUNDATION SEEKS TO SUPPORT AND TO PROMOTE PROGRANTS AND PROJECTS HAVING AS THEIR PURPOSE THE IMPROVEMENT OF THE ADMINISTRATION OF JUSTICE. PROVIDING INFORMATION TO THE PUBLIC SO THAT IT MIGHT BETTER UNDERSTAND THE COURTS AND LEGAL PROCESSES IS INCLUDED WITHIN THIS PURPOSE.4. THE FOUNDATION WILL GIVE CONSIDERATION TO PROJECTS AND PROGRAMS SUPPORTING OR PROMOTING PUBLIC INTEREST LEGAL WORK. 5. THE FOUNDATION WILL, IN ALLOCATING ITS FUNDS, ATTEMPT TO MAINTAIN A PROPER BALANCE BETWEEN: (A) THOSE NEW AND INNOVATIVE PROGRAMS WHICH MAY BE OF AN EXPERIMENTAL NATURE AND THAT NEED ASSISTANCE IN THE FORM OF "SEED MONEY; AND(B) THOSE PROJECTS OF SPECIAL CONCERN TO LAWYERS THAT ARE OF A CONTINUINING NATURE AND NEED PERIODIC CONTRIBUTIONS TO THEIR OPERATING BUDGETS.6. THE FOUNDATION DOES NOT PRECLUDE ITSELF FROM AWARDING GRANTS FOR SCHOLARSHIPS AND FELLOWSHIPS, BUT IT WILL STRIVE TO MAKE SUCH GRANTS PRIMARILY UNDER SUCH CIRCUMSTANCES THAT WILL PROMOTE THE GENERAL PUBLIC WELFARE RATHER THAN THE PERSONAL BENEFIT OF INDIVIDUAL DONEES.7. SINCE CONTINUING LEGAL EDUCATION PROGRAMS FOR LAWYERS ARE, IN GENERAL, WELL SUPPORTED BY TUITION CHARGES, THE FOUNDATION FEELS OBLIGATED TO CONSIDER SUPPORT ONLY FOR SUCH CONTINUING LEGAL EDUCATION PROGRAMS THAT MAY BE OF AN EXPERIMENTAL NATURE OR OF GENERAL INTEREST TO THE ENTIRE MEMBERSHIP OF THE BAR AND ARE NOT SELF-SUPPORTING.8. THE FOUNDATION DOES NOT PROVIDE FUNDS TO BE USED FOR PROPAGANDA OR LOBBYING ACTIVITIES. 660243 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 MN X TIM GIVING 6123331183 600 NICOLLET MALL NO 380 MINNEAPOLIS MN 55402 X SALLY SILK PRESIDENT 1.00 X X 0 0 0 LANDON ASCHEMAN VICE PRESIDENT 1.00 X X 0 0 0 BRANDON SCHWARTZ SECRETARY 1.00 X X 0 0 0 PAUL QUAST TREASURER 1.00 X X 0 0 0 ANGELA BRANDT BOARD MEMBER 1.00 X 0 0 0 GREGER CALHAN BOARD MEMBER 1.00 X 0 0 0 PATRICK COSTELLO BOARD MEMBER 1.00 X 0 0 0 SAMUEL EDMUNDS BOARD MEMBER 1.00 X 0 0 0 KELLEN FISH BOARD MEMBER 1.00 X 0 0 0 SUSAN KING BOARD MEMBER 1.00 X 0 0 0 MELISSA KRASNOW BOARD MEMBER 1.00 X 0 0 0 PAUL PETERSON BOARD MEMBER 1.00 X 0 0 0 RANDI ROTH BOARD MEMBER 1.00 X 0 0 0 JAMES REIMANN BOARD MEMBER 1.00 X 0 0 0 JAMES RUBENSTEIN BOARD MEMBER 1.00 X 0 0 0 KELLY TAUTGES BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 56345 203426 259771 90216 90216 492140 413875 78265 78265 78265 428252 0 0 168481 660243 660243 21593 21593 5788 5788 9722 9722 5000 5000 702346 660243 42103 0 100413 19664 1859980 2037975 1960393 2057639 46073 0 3452 3452 0 59200 69035 63858 118560 126510 X 1841833 1931129 1841833 1931129 1960393 2057639 -274094 363390 0 X 0 1 X 1 0 X 57220 57522 57409 52590 259771 484512 57220 57522 57409 52590 259771 484512 484512 56753 81421 124646 88852 90216 441888 926400 0.52300 0.41790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 0 DUE TO MINNESOTA STATE BAR ASSOCIATION 63858 63858 X 795785 363390 9143 372533 423252 5000 5000 428252 706489 9143 9143 697346 5000 5000 702346 PART IV, LINE 2B: THE FOUNDATION HAS A FISCAL AGENCY AGREEMENT WITH THE WILLS FOR HEROES PROGRAM. DURING THE YEAR ENDED JUNE 30, 2021, THE FOUNDATION RECEIVED CONTRIBUTIONS AND PAID EXPENSES TO THIS PROGRAM. AS OF JUNE 30, 2021, THE FOUNDATION HAS A FISCAL AGENCY PAYABLE AMOUNT OF $3,452. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND MINNESOTA STATUTES, THEREFORE THE STATEMENTS DO NOT INCLUDE A PROVISION FOR INCOME TAXES. BECAUSE THE FOUNDATION IS A PUBLIC CHARITY, CONTRIBUTIONS MAY QUALIFY FOR TAX DEDUCTIONS BY CONTRIBUTORS. THE FOUNDATION REVIEWS INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS TO DETERMINE IF THERE ARE ANY INCOME TAX UNCERTAINTIES. THIS INCLUDES POSITIONS THAT THE ENTITY IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. THE FOUNDATION RECOGNIZES TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITIONS. THE FOUNDATION HAS IDENTIFIED NO INCOME TAX UNCERTAINTIES. THE FOUNDATION FILES INFORMATIONAL RETURNS AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. 0 CHILDREN'S LAW CENTER OF MINNESOTA 450 NORTH SYNDICATE STREET SUITE 315 ST PAUL MN 55104 411761589 501(C)(3) 53010 PROGRAM SUPPORT MID-MINNESOTA LEGAL ASSISTANCE 111 N 5TH STREET SUITE 100 MINNEAPOLIS MN 55403 411412710 501(C)(3) 41498 PROGRAM SUPPORT ADVOCATES FOR HUMAN RIGHTS 300 SOUTH 2ND AVENUE SUITE 800 MINNEAPOLIS MN 55401 363292374 501(C)(3) 40000 PROGRAM SUPPORT VOLUNTEER LAWYERS NETWORK 600 NICOLLET MALL SUITE 390A MINNEAPOLIS MN 55402 410988459 501(C)(3) 30000 PROGRAM SUPPORT HOME LINE 8011 34TH AVE S SUITE 126 BLOOMINGTON MN 55425 411941115 501(C)(3) 28000 PROGRAM SUPPORT LOAN REPAYMENT ASSISTANCE PROGRAM 600 NICOLLET MALL SUITE 380 MINNEAPOLIS MN 55402 411694745 501(C)(3) 28000 PROGRAM SUPPORT CANCER LEGAL CARE 3503 HIGH POINT DRIVE SUITE 270 OAKDALE MN 55128 020736402 501(C)(3) 25500 PROGRAM SUPPORT LEGAL ASSISTANCE OF OLMSTEAD COUNTY 1700 BROADWAY ST N SUITE 124 ROCHESTER MN 55906 410992471 501(C)(3) 25000 PROGRAM SUPPORT HISPANIC OUTREACH OF GOODHUE COUNTY 628 WEST 5TH ST RED WING MN 55066 264467878 501(C)(3) 24500 PROGRAM SUPPORT FARMERS LEGAL ACTION GROUP 6 W 5TH STREET SUITE 650 ST PAUL MN 55102 363431212 501(C)(3) 23000 PROGRAM SUPPORT TUBMAN FAMILY ALLIANCE 4432 CHICAGO AVE S MINNEAPOLIS MN 55407 411240048 501(C)(3) 21500 PROGRAM SUPPORT IMMIGRANT LAW CENTER OF MINNESOTA 450 NORTH SYNDICATE STREET SUITE 200 ST PAUL MN 55104 410909036 501(C)(3) 20500 PROGRAM SUPPORT LEGAL AID SERVICE OF NORTHEASTERN MINNESOTA 424 W SUPERIOR STREET DULUTH MN 55802 410958386 501(C)(3) 20000 PROGRAM SUPPORT ALEXANDRA HOUSE INC 10065 3RD STREET NE BLAINE MN 55434 411309977 501(C)(3) 18500 PROGRAM SUPPORT STANDPOINTBATTERED WOMEN'S LEGAL ADVOCACY 2233 UNIVERSITY AVE W SUITE 150 ST PAUL MN 55114 411832349 501(C)(3) 18000 PROGRAM SUPPORT JUDICARE OF ANOKA COUNTY 1201 89TH AVE NE SUITE 310 BLAINE MN 55434 411273521 501(C)(3) 17500 PROGRAM SUPPORT LEGAL SERVICES OF NORTHWEST MINNESOTA 1015 7TH AVE N MOORHEAD MN 56560 411291705 501(C)(3) 15043 PROGRAM SUPPORT CIVIL SOCIETY 1595 SELBY AVE SUITE 112 ST PAUL MN 55104 411833074 501(C)(3) 14490 PROGRAM SUPPORT MINNESOTA JUSTICE FOUNDATION 229 19TH AVENUE SOUTH MINNEAPOLIS MN 55455 411447537 501(C)(3) 13800 PROGRAM SUPPORT INTERNATIONAL INSTITUTE OF MINNESOTA 1694 COMO AVE ST PAUL MN 55108 410693912 501(C)(3) 12500 PROGRAM SUPPORT MINNESOTA ASSISTANCE COUNCIL FOR VETERANS 1000 UNIVERSITY AVE W SUITE 100 ST PAUL MN 55104 411694717 501(C)(3) 12000 PROGRAM SUPPORT INTERFAITH ACTION OF GREATER ST PAUL 1671 SUMMIT AVE ST PAUL MN 55105 410694741 501(C)(3) 10500 PROGRAM SUPPORT ANNA MARIE'S ALLIANCE 505 NORTH 10TH AVE ST CLOUD MN 56303 411344743 501(C)(3) 10000 PROGRAM SUPPORT COMMUNITY MEDIATION SERVICES 9220 BASS LAKE ROAD NEW HOPE MN 55428 411484089 501(C)(3) 10000 PROGRAM SUPPORT HOUSING JUSTICE CENTER 275 4TH STREET E SUITE 605 ST PAUL MN 55101 411930525 501(C)(3) 10000 PROGRAM SUPPORT ALL PARKS ALLIANCE FOR CHANGE 1240 SOUTH 2ND STREET UNIT 532 MINNEAPOLIS MN 55415 411386600 501(C)(3) 9000 PROGRAM SUPPORT MINNESOTA ELDER JUSTICE CENTER 2610 UNIVERSITY AVE W SUITE 530 ST PAUL MN 55114 464950304 501(C)(3) 9000 PROGRAM SUPPORT VIOLENCE FREE MINNESOTA 60 EAST PLATO BLVD SUITE 230 ST PAUL MN 55107 411381433 501(C)(3) 8152 PROGRAM SUPPORT ICWA LAW CENTER 1730 CLIFTON PLACE MINNEAPOLIS MN 55403 411750836 501(C)(3) 8000 PROGRAM SUPPORT JUSTUS HEALTH (FORMERLY MINNESOTA AIDS PROJECT) 2577 TERRITORIAL RD ST PAUL MN 55114 411524746 501(C)(3) 7500 PROGRAM SUPPORT LEGALCORPS 1000 LASALLE AVE SUITE 317 MINNEAPOLIS MN 55403 200792664 501(C)(3) 7500 PROGRAM SUPPORT ALL SQUARE 4047 MINNEHAHA AVENUE MINNEAPOLIS MN 55406 813572476 501(C)(3) 7000 PROGRAM SUPPORT ANISHINABE LEGAL SERVICES PO BOX 157 CASS LAKE MN 56633 410960032 501(C)(3) 7000 PROGRAM SUPPORT LAWYERS CONCERNED FOR LAWYERS 2550 UNIVERSITY AVENUE WEST ST PAUL MN 55114 411289825 501(C)(3) 7000 PROGRAM SUPPORT 34 0 PART I, LINE 2: THE FOUNDATION PROVIDES GRANTS BASED ON RESPONSES TO WRITTEN APPLICATIONS WHILE ADHERING TO THEIR GOALS AS OUTLINED IN THE PROGRAM SERVICE ACCOMPLISHMENTS. THE FOUNDATION PROVIDED A TOTAL OF $660,594 IN GRANTS TO 50 ORGANIZATIONS DURING FISCAL YEAR 2021. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS ARE COMPOSED OF THE MINNESOTA STATE BAR ASSOCIATION ASSEMBLY. FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION'S MEMBERS ELECT THE BOARD OF DIRECTORS OF THE FOUNDATION. THE MINNESOTA STATE BAR ASSOCIATION TREASURER SERVES AS AN EX-OFFICIO VOTING DIRECTOR OF THE FOUNDATION'S BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MINNESOTA STATE BAR FOUNDATION (MSBF) HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO DIRECTORS, OFFICERS, AND EMPLOYEES, AND IN SOME CASES, A MAJOR DONOR. INTERESTED PERSONS SHALLY ANNUALLY DISCLOSE CONFLICTS AND POTENTIAL CONFLICTS BY COMPLETING AND SUBMITTING AN ANNUAL CONFLICT DISCLOSURE QUESTIONNAIRE TO THE MSBF AND DISCLOSE ALL INTERESTS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. EACH CONFLICT DISCLOSED WILL BE A MATTER BEFORE THE MSBF BOARD OF DIRECTORS. FOR EACH CONFLICT DISCLOSED, THE NATURE OF THE CONFLICT OR POTENTIAL CONFLICT - AND ITS DISPOSITION - SHALL BE NOTED IN THE BOARD MEETING MINUTES. WHEN AN INTERESTED PARTY IS A DECISIONMAKER, THAT INTERESTED PARTY MUST FULLY DISCLOSE THE CONFLICT AND MAY NOT BE INVOLVED IN THE DECISION OF WHAT ACTION TO TAKE, BUT MAY SERVE AS A RESOURCE TO PROVIDE INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. MINNESOTA STATE BAR ASSOCIATION 600 NICOLLET MALL SUITE 380 MINNEAPOLIS MN 55402 411112298 ASSOCIATION OF ATTORNEYS AND OTHER LEGAL PROFESSIONALS MN 501(C)(6) N/A 0 MINNESOTA CONTINUING LEGAL EDUCATION 2550 UNIVERSITY AVE WEST 160S ST PAUL MN 55114 611571924 CONTINUING LEGAL EDUCATION MN 501(C)(3) LINE 10 MINNESOTA STATE BAR ASSOCIATION 0 AMICUS SOCIETY 600 NICOLLET MALL SUITE 380 MINNEAPOLIS MN 55402 411449176 SUPPORT FOR VOLUNTEER ATTORNEYS MN 501(C)(3) LINE 7 MINNESOTA STATE BAR ASSOCIATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1