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MINNESOTA STATE BAR FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MINNESOTA STATE BAR FOUNDATION (EIN 41-6023581)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-05-15
IRS object ID
202011369349302821
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-15T11:58:52-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411360831PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OLSEN THIELEN & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12675 LONG LAKE ROADAddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55113ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN416023581EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MINNESOTA STATE BAR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMINNBusinessNameControlTxt
Phone6123331183PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 NICOLLET MALL NO 380AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSALLY SILKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6123331183PhoneNum
Signature2020-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLINDA M NELSON CPAPreparerPersonNm
PTINP00205567PTIN
Phone6514834521PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.201.188.58IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-15IPDt
IP Tm10:30:29IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdFE11DA12C5E1108E0FF0F5D126AEDF33FAAFC614AtSubmissionCreationDeviceId
At Submission Filing Device IdC3BFCB1FF0DF81D98A4107263BFA3D6217CBE84EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSALLY SILKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 NICOLLET MALL NO 380AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$251,955GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MNBAR.ORG/FOUNDATIONWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1974FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionTHE MINNESOTA STATE BAR FOUNDATION MOBILIZES LEGAL COMMUNITY PHILANTHROPY TO ACHIEVE ACCESS TO JUSTICE FOR ALL MINNESOTANS.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers14TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$57,522PYContributionsGrantsAmt
CY Contributions Grants$57,409CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$81,421PYInvestmentIncomeAmt
CY Investment Income$122,349CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$138,943PYTotalRevenueAmt
CY Total Revenue$179,758CYTotalRevenueAmt
PY Grants And Similar Paid$91,925PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$92,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$29,271PYOtherExpensesAmt
CY Other Expenses$31,692CYOtherExpensesAmt
PY Total Expenses$121,196PYTotalExpensesAmt
CY Total Expenses$123,692CYTotalExpensesAmt
PY Revenues Less Expenses$17,747PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$56,066CYRevenuesLessExpensesAmt
Total Assets BOY$1,956,133TotalAssetsBOYAmt
Total Assets EOY$1,951,781TotalAssetsEOYAmt
Total Liabilities BOY$77,749TotalLiabilitiesBOYAmt
Total Liabilities EOY$50,901TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,878,384NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,900,880NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MINNESOTA STATE BAR FOUNDATION MOBILIZES LEGAL COMMUNITY PHILANTHROPY TO ACHIEVE ACCESS TO JUSTICE FOR ALL MINNESOTANS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$92,000ExpenseAmt
Grant$92,000GrantAmt
Revenue$0RevenueAmt
DescPROGRAM 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 PROGRAMS 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 CONTINUING 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 THE 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.Desc
Total Program Service Expenses$92,000TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TIM GIVINGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6122783627PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 NICOLLET MALL SUITE 380AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JERI-LYN REINHARDT
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
SALLY SILK
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
LANDON ASCHEMAN
SECRETARY1.00Yes (X)Yes (X)$0$0$0
PAUL QUAST
TREASURER1.00Yes (X)Yes (X)$0$0$0
ANGELA LUTZ AMANN
MEMBER1.00Yes (X)$0$0$0
GREGER CALHAN
MEMBER1.00Yes (X)$0$0$0
PATRICK COSTELLO
MEMBER1.00Yes (X)$0$0$0
DYAN EBERT
MEMBER1.00Yes (X)$0$0$0
KELLEN FISH
MEMBER1.00Yes (X)$0$0$0
SUSAN KING
MEMBER1.00Yes (X)$0$0$0
HON KELLY OLMSTEAD
MEMBER1.00Yes (X)$0$0$0
RANDI ROTH
MEMBER1.00Yes (X)$0$0$0
JAMES RUBENSTEIN
MEMBER1.00Yes (X)$0$0$0
BRANDON SCHWARTZ
MEMBER1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$57,409AllOtherContributionsAmt
Total Contributions$57,409TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$124,646TotalRevenueColumnAmt
Exclusion$124,646ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$69,900SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$72,197SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$2,297SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,297TotalRevenueColumnAmt
Exclusion-$2,297ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$179,758TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$122,349ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$92,000TotalAmt
Program Services$92,000ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$20,092TotalAmt
Management And General$20,092ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,600TotalAmt
Management And General$6,600ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,000TotalAmt
Management And General$5,000ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$123,692TotalAmt
Program Services$92,000ProgramServicesAmt
Management And General$31,692ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$22,731BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$412BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,932,990BOYAmt
EOY$1,951,781EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,956,133BOYAmt
EOY$1,951,781EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5BOYAmt
EOY$5EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$13,456BOYAmt
EOY$3,452EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$64,288BOYAmt
EOY$47,444EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$77,749BOYAmt
EOY$50,901EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,878,384BOYAmt
EOY$1,900,880EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,878,384BOYAmt
EOY$1,900,880EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,956,133BOYAmt
EOY$1,951,781EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$56,066ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$33,570NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,691CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$79,591CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$57,220CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$57,522CurrentTaxYearMinus1YearAmt
Current Tax Year$57,409CurrentTaxYearAmt
Total$318,433TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,691CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$79,591CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$57,220CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$57,522CurrentTaxYearMinus1YearAmt
Current Tax Year$57,409CurrentTaxYearAmt
Total$318,433TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$318,433PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$70,226CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$72,270CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,753CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$81,421CurrentTaxYearMinus1YearAmt
Current Tax Year$124,646CurrentTaxYearAmt
Total$405,316TotalAmt
FieldValueIRS element (for citing)
Total Support$723,749TotalSupportAmt
Public Support CY1700.44000PublicSupportCY170Pct
Public Support PY1700.57070PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO THE MN STATE BAR ASSN$42,226
CHECKS WRITTEN IN EXCESS OF AVAILABLE BALANCES$5,218
FieldValueIRS element (for citing)
Total Liability$47,444TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$154,642TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$33,570NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$8,454DonatedServicesAndUseFcltsAmt
Revenue Not Reported-$25,116RevenueNotReportedAmt
Revenue Subtotal$179,758RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$179,758TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$132,146TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$8,454DonatedServicesUseFcltsAmt
Expenses Not Reported$8,454ExpensesNotReportedAmt
Expenses Subtotal$123,692ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$123,692TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:THE FOUNDATION HAS A FISCAL AGENCY AGREEMENT WITH THE WILLS FOR HEROES PROGRAM. DURING THE YEAR ENDED JUNE 30, 2019, THE FOUNDATION RECEIVED CONTRIBUTIONS AND PAID EXPENSES RELATING TO THIS PROGRAM. AS OF JUNE 30, 2019, THE FOUNDATION HAS A FISCAL AGENT PAYABLE AMOUNT OF $3,452.
PART X, LINE 2:ASC 740 DISCLOSURE: 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 THE 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 ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITIONS. THE FOUNDATION HAS IDENTIFIED NO INCOME TAX UNCERTAINTIES. THE FOUNDATION FILES INFORMATION 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.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
MINNESOTA STATE BAR ASSOCIATION
600 NICOLLET MALL SUITE 380MINNEAPOLISMN55304411112298501(C)(6)$5,000N/AN/AMOCK TRIAL
MINNESOTA JUSTICE FOUNDATION
229 19TH AVENUE SOUTHMINNEAPOLISMN55455411447537501(C)(3)$6,000N/AN/ASUPPORT ONE AND A HALF SUMMER LAW CLERKS TO SERVE AT LEGAL AID PROGRAMS IN THE METRO AREA AND IN GREATER MINNESOTA IN THE SUMMER OF 2018.
LOAN REPAYMENT ASSISTANCE PROGRAM
600 NICOLLET MALL SUITE 380MINNEAPOLISMN55304411694745501(C)(3)$6,000N/AN/APROGRAM SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION PROVIDES GRANTS BASED ON RESPONSES TO WRITTEN APPLICATIONS WHILE ADHERING TO THEIR GOALS AS OUTLINED IN THE PROGRAM SERVICE ACCOMPLISHMENTS. THE ORGANIZATION PROVIDED A TOTAL OF $92,000 OF GRANTS TO 40 ORGANIZATIONS DURING FISCAL YEAR 2019.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE MEMBERS ARE COMPOSED OF THE MINNESOTA STATE BAR ASSOCIATION ASSEMBLY.
FORM 990, PART VI, SECTION A, LINE 7ATHE 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 11BTHE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CMINNESOTA STATE BAR FOUNDATION (MSBF) HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO DIRECTORS, OFFICERS AND EMPLOYERS, AND IN SOME CASES, A MAJOR DONOR. INTERESTED PERSONS SHALL ANNUALLY DISCLOSE CONFLICTS AND POTENTIAL CONFLICTS BY COMPLETING AND SUBMITTING AN ANNUAL CONFLICT DISCLOSURE QUESTIONNAIRE TO THE MSBF; AND DISCLOSE ALL INTEREST 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 19THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR

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