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Nonprofiteer
← TENNESSEE BAR FOUNDATION

Form 990 for tax year 2022

Filed by TENNESSEE BAR FOUNDATION.

Totals

Total revenue
$8,615,048
Total expenses
$1,797,210
Contributions and grants received
$63,661
Grants paid
$1,278,890
Program service revenue
$7,442,910
Investment income
$1,108,477
Other revenue
$0
Total assets, end of year
$18,377,132
Total liabilities, end of year
$688,295
Net assets or fund balances, end of year
$17,688,837
Program services expenses (Part IX)
$1,683,417
Management and general expenses
$113,793
Fundraising expenses
$0
Program service expenses (Part III)
$1,683,417

Program services were 93.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $40,500

  • 1f · All other contributions, gifts and grants

    $23,161

  • 2a · Program service revenue: I.O.L.T.A. INCOME

    total $7,442,910 · related or exempt $7,442,910

  • 3 · Investment income

    total $572,843 · excluded $572,843

  • 7a · Gross sales of assets other than inventory

    securities $10,386,132

  • 7b · Less cost or other basis and sales expenses

    securities $9,850,498

  • 7c · Gain or loss

    securities $535,634

  • 7d · Net gain or loss

    total $535,634 · excluded $535,634

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,278,890 · program services $1,278,890

  • 5 · Compensation of officers, directors and key employees

    total $158,020 · program services $152,255 · management and general $5,765

  • 7 · Other salaries and wages

    total $70,477 · program services $60,001 · management and general $10,476

  • 8 · Pension plan contributions

    total $2,054 · program services $2,054

  • 9 · Other employee benefits

    total $4,307 · program services $4,307

  • 10 · Payroll taxes

    total $13,540 · program services $12,407 · management and general $1,133

  • 11f · Fees: investment management

    total $49,766 · management and general $49,766

  • 11g · Fees: other

    total $23,473 · program services $21,712 · management and general $1,761

  • 12 · Advertising and promotion

    total $290 · program services $290

  • 13 · Office expenses

    total $2,396 · program services $2,396

  • 14 · Information technology

    total $19,259 · program services $17,815 · management and general $1,444

  • 16 · Occupancy

    total $58,931 · program services $54,511 · management and general $4,420

  • 23 · Insurance

    total $7,645 · program services $7,424 · management and general $221

  • 24a · Other expenses: I.O.L.T.A. EXPENSES

    total $30,897 · program services $30,897

  • 24b · Other expenses: FELLOWS' DINNER

    total $30,040 · management and general $30,040

  • 24c · Other expenses: MISCELLANEOUS

    total $12,755 · program services $11,536 · management and general $1,219

  • 24d · Other expenses: EQUIPMENT MAINTENANCE

    total $10,197 · program services $9,432 · management and general $765

  • 24e · All other expenses

    total $24,273 · program services $17,490 · management and general $6,783

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,705,914 · end of year $8,050,211

  • 4 · Accounts receivable

    beginning of year $269,587 · end of year $940,949

  • 10a · Land, buildings and equipment: cost or other basis

    $131,223

  • 10b · Land, buildings and equipment: accumulated depreciation

    $131,223

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $8,677,322 · end of year $9,383,380

  • 15 · Other assets

    beginning of year $2,592 · end of year $2,592

  • 17 · Accounts payable and accrued expenses

    beginning of year $14,470 · end of year $13,595

  • 18 · Grants payable

    beginning of year $677,805 · end of year $614,425

  • 25 · Other liabilities

    beginning of year $41,838 · end of year $60,275

  • 27 · Net assets without donor restrictions

    beginning of year $3,337,580 · end of year $4,192,517

  • 28 · Net assets with donor restrictions

    beginning of year $7,583,722 · end of year $13,496,320

Mission and programs · 2022

Mission

THE MISSION OF THE TENNESSEE BAR FOUNDATION, A PHILANTHROPIC ORGANIZATION FOUNDED BY TENNESSEE LAWYERS, IS TO HONOR LAWYERS WHO HAVE DISTINGUISHED THEMSELVES IN THE PROFESSION AND COMMUNITY AND TO SUPPORT, WITH MONETARY GRANTS, ORGANIZATIONS THAT PROVIDE CIVIL LEGAL ASSISTANCE TO THE INDIGENT AND ORGANIZATIONS THAT WORK TO IMPROVE THE ADMINISTRATION OF JUSTICE.

Activities or mission (Part I)

TO SUPPORT AGENCIES THAT PROVIDE CIVIL LEGAL SERVICES TO THE INDIGENT, THAT WORK TO IMPROVE THE ADMINISTRATION OF JUSTICE AND TO PROVIDE LAW STUDENT ASSISTANCE.

  • THE FOUNDATION AWARDS MONETARY GRANTS TO ORGANIZATIONS WHICH PROVIDE REPRESENTATION, IN CIVIL LEGAL MATTERS, TO INDIGENT CLIENTS. AMONG THOSE GRANT RECIPIENTS ARE FOUR ORGANIZATIONS SPECIFICALLY RESPONSIBLE FOR DEFINED GEOGRAPHIC AREAS, THEREFORE A MINIMUM AMOUNT OF LEGAL ASSISTANCE IS AVAILABLE IN ALL TENNESSEE COUNTIES. OTHER GRANT RECIPIENT ORGANIZATIONS EITHER SERVE SMALLER GEOGRAPHIC AREAS, LIMIT THEIR SERVICE BY SUBJECT MATTER OR, INSTEAD OF EMPLOYING STAFF LAWYERS, COORDINATE THE SERVICES OF LAWYERS IN PRIVATE PRACTICE WHO PROVIDE LEGAL ASSISTANCE ON A PRO BONO BASIS.

    Expenses $963,965 · Grants $732,324 · Revenue $4,261,987

  • THE FOUNDATION AWARDS MONETARY GRANTS TO ORGANIZATIONS WHICH WORK TO IMPROVE THE ADMINISTRATION OF JUSTICE WITHIN THE STATE. THESE ORGANIZATIONS MAY ASSIST FAMILIES, CHILDREN, DOMESTIC VIOLENCE VICTIMS OR IMMIGRANTS WITH THEIR VERY SPECIFIC LEGAL NEEDS. OTHER GRANT RECIPIENT ORGANIZATIONS PROVIDE MEDIATION FOR DISPUTANTS OR REHABILITATION FOR OFFENDERS.

    Expenses $719,452 · Grants $546,566 · Revenue $3,180,923

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jacqueline B Dixon Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Sam D Elliott Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Charles K Grant Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Angelia M Nystrom Esq

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Robin L Miller Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Hon Amy V Hollars

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Hon Cynthia C Chappell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Hon D Kelly Thomas

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • C Barry Ward Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Hon John W Whitworth

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey P Boyd

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Molly A Glover

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Barri Bernstein Esq

    EXE. DIRECTOR

    Total calculated
    $158,020
    From this org
    $134,750
    From related orgs
    $0
    Other
    $23,270
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,750
    Bonus
    $0
    Other
    $0
    Deferred
    $6,125
    Nontaxable benefits
    $17,145
    Filer's total
    $158,020

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
13 December 2023
IRS schema version
2022v5.0
Source object
202313489349300106

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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