2013-01-08T10:03:34-06:00 2012-06-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2011-07-01 416023581 MINNESOTA STATE BAR FOUNDATION MINN 6123331183 600 NICOLLET MALL NO 380 MINNEAPOLIS MN 55402 LINDA BARBE 6123331183 2012-12-14 1 P00294068 6123764500 2011 2016-03-07 17:11:31Z ERIN E O'TOOLE-TOMCZIK 600 NICOLLET MALL NO 380 MINNEAPOLIS MN 55402 288391 0 X WWW.MNBAR.ORG/FOUNDATION X 1974 MN PROVIDE GRANTS TO SUPPORT THE INTEREST OF MINNESOTA LAWYERS 15 15 0 0 0 0 78115 77948 0 0 10770 31116 0 0 88885 109064 59900 54400 0 0 0 0 0 0 0 27889 37193 87789 91593 1096 17471 1249730 1268512 35491 51832 1214239 1216680 X THE MINNESOTA STATE BAR FOUNDATION IS ORGANIZED AS A MINNESOTA NONPROFIT CORPORATION FOR THE PURPOSE OF MAKING GRANTS TO PROGRAMS AND CAUSES IT BELIEVES WOULD SUPPORT THE INTEREST OF MINNESOTA LAWYERS THROUGH LAW-RELATED EDUCATION, LEGAL ASSISTANCE TO THE DISADVANTAGED, IMPROVEMENTS OF THE ADMINISTRATION OF JUSTICE, PUBLIC INTEREST LEGAL WORK AND LEGAL SCHOLARSHIPS. 0 0 54400 54400 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 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 PUBLICWELFARE 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. 54400 1 0 0 0 0 0 0 0 0 0 1 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 MN X MINNESOTA STATE BAR ASSOC 6123331183 600 NICOLLET MALL SUITE 380 MINNEAPOLIS MN 55402 X ERIN E O'TOOLE-TOMCZIK 0.80 X X 0 0 0 JILL LEBOW PROHOFSKY 1.00 X X 0 0 0 LINDA C BARBE 0.80 X X 0 0 0 WARREN H ORTLAND 0.50 X X 0 0 0 JOHN R BULTENA 0.50 X 0 0 0 BRUCE P CANDLIN 0.50 X 0 0 0 BRENDA S DENTON 0.50 X 0 0 0 JACQUELINE A DORSEY 0.50 X 0 0 0 BETHANY A FOUNTAIN LINDBERG 0.50 X 0 0 0 RICHARD L HENDRICKSON 0.50 X 0 0 0 PHYLLIS KARASOV 0.50 X 0 0 0 JERILYN REINHARDT 0.50 X 0 0 0 ALAN K RUVELSON JR 0.50 X 0 0 0 PATRICIA A TRASK 0.50 X 0 0 0 GARY L VOEGELE 0.50 X 0 0 0 0 0 0 0 0 0 0 0 76673 1275 77948 31090 31090 179353 179327 26 26 26 109064 0 0 31116 54400 54400 6474 6474 14500 14500 164 164 ADMINISTRATIVE EXPENSES 16055 16055 91593 54400 37193 0 55282 37733 28024 13025 411 8000 8000 0 0 1166424 1217343 1249730 1268512 3412 4681 14500 14000 17579 33151 35491 51832 X 1214239 1216680 1214239 1216680 1249730 1268512 X 17471 -15030 X X 0 1 1 X 0 X 175931 102618 113032 78115 77948 547644 175931 102618 113032 78115 77948 547644 547644 97759 82764 18598 27460 31090 257671 805315 0.68000 0.66410 X 8000 8000 0 0 DUE TO MN STATE BAR ASSOCIATION 33151 33151 109064 91593 17471 -15030 -15030 2441 106868 -15030 12834 -2196 109064 0 109064 104427 12834 12834 91593 0 91593 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) AND IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE. AS SUCH, IT IS EXEMPT FROM FEDERAL UNEMPLOYMENT TAXES AND STATE OF MINNESOTA SALES TAX, BUT IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON NET UNRELATED BUSINESS INCOME. THE FOUNDATION CURRENTLY HAS NO MATERIAL UNRELATED BUSINESS INCOME. THE FOUNDATION HAS ADOPTED THE STANDARD PROVISIONS RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE IMPLEMENTATION OF THIS STANDARD HAD NO IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION'S TAX RETURNS ARE OPEN TO EXAMINATIONS FOR THE YEARS ENDED JUNE 30, 2009 THROUGH 2012. 0 X THE 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 $54,400 OF GRANTS TO 34 ORGANIZATIONS DURING FISCAL YEAR 2012. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS ARE COMPOSED OF THE BOARD OF GOVERNORS OF THE MINNESOTA STATE BAR ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS ELECT THE BOARD OF DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -15,030. THE BOARD REVIEWS THE 990 AND APPROVES IT. MINNESOTA STATE BAR ASSOCIATION 600 NICOLLET MALL 380 MINNEAPOLIS MN 55402 411112298 MEMBER ORGANIZATION MN 501(C)(6) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0