Skip to content
Nonprofiteer
← MINNESOTA STATE BAR FOUNDATION

Form 990 for tax year 2022

Filed by MINNESOTA STATE BAR FOUNDATION.

Totals

Total revenue
$206,160
Total expenses
$184,443
Contributions and grants received
$60,731
Grants paid
$147,000
Program service revenue
$0
Investment income
$145,429
Other revenue
$0
Total assets, end of year
$1,639,209
Total liabilities, end of year
$70,508
Net assets or fund balances, end of year
$1,568,701
Program services expenses (Part IX)
$147,000
Management and general expenses
$37,443
Fundraising expenses
$0
Program service expenses (Part III)
$147,000

Program services were 79.7% 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.

  • 1d · Related organizations

    $57,127

  • 1f · All other contributions, gifts and grants

    $3,604

  • 3 · Investment income

    total $90,277 · excluded $90,277

  • 7a · Gross sales of assets other than inventory

    securities $272,134

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

    securities $216,982

  • 7c · Gain or loss

    securities $55,152

  • 7d · Net gain or loss

    total $55,152 · excluded $55,152

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $147,000 · program services $147,000

  • 11c · Fees: accounting

    total $6,588 · management and general $6,588

  • 11f · Fees: investment management

    total $3,750 · management and general $3,750

  • 16 · Occupancy

    total $25,825 · management and general $25,825

  • 20 · Interest

    total $1,270 · management and general $1,270

  • 24a · Other expenses: BANK SERVICE CHARGES

    total $10 · management and general $10

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $42,267

  • 11 · Investments: publicly traded securities

    beginning of year $1,672,145 · end of year $1,596,942

  • 18 · Grants payable

    beginning of year $60,000 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $3,452 · end of year $3,452

  • 24 · Unsecured notes and loans payable

    beginning of year $59,200 · end of year $59,200

  • 25 · Other liabilities

    beginning of year $54,327 · end of year $7,856

  • 27 · Net assets without donor restrictions

    beginning of year $1,495,166 · end of year $1,568,701

Mission and programs · 2022

Mission

THE MINNESOTA STATE BAR FOUNDATION MOBILIZES LEGAL COMMUNITY PHILANTHROPY TO ACHIEVE ACCESS TO JUSTICE FOR ALL MINNESOTANS.

Activities or mission (Part I)

TO MOBILIZE LEGAL COMMUNITY PHILANTHROPY TO ACHIEVE ACCESS TO JUSTICE FOR ALL MINNESOTANS

  • 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.

    Expenses $147,000 · Grants $147,000

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

Listed in Part VII

  • Sally Silk

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Landon Ascheman

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Brandon Schwartz

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Paul Quast

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Angela Brandt

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Greger Calhan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Samuel Edmunds

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kellen Fish

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kelly Tautges

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Melissa Krasnow

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • James Rubenstein

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Randi Roth

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael Miller

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Maya Missaghi

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

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.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
19 January 2024
IRS schema version
2022v5.0
Source object
202430239349301463

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

The source document this was parsed from is served over the API, which is where bulk and document access live.