2025-01-20T08:41:46-06:00 2024-06-30 823898275 LEGLUE & COMPANY CPAS 1100 POYDRAS ST SUITE 2850 NEW ORLEANS LA 701632850 990 2023-07-01 237100704 LOUISIANA BAR FOUNDATION LOUI 5045611046 1615 POYDRAS ST SUITE 1000 NEW ORLEANS LA 70112 LAURA C SEWELL ASSOCIATE EXECUTIVE DIRECTOR 5045611046 2025-01-20 1 0 TIFFANY L NORWOOD CPA P01256034 5045860581 2023 2024-10-15 13:58:12Z LAURA C SEWELL 1615 POYDRAS ST SUITE 1000 NEW ORLEANS LA 70112 40492413 0 X WWW.RAISINGTHEBAR.ORG X 1969 LA THE LOUISIANA BAR FOUNDATION EXISTS TO PRESERVE, HONOR, AND IMPROVE OUR SYSTEM OF JUSTICE BY FUNDING, DEVELOPING OR OTHERWISE PROMOTING EFFORTS WHICH ENHANCE THE LEGAL PROFESSION, INCREASE PUBLIC UNDERSTANDING OF THE LEGAL SYSTEM AND ADVANCE THE REALITY OF EQUAL JUSTICE. 25 25 18 175 0 0 20310253 30867509 0 0 653161 736968 110750 34618 21074164 31639095 11803828 18666621 0 0 1418566 2016962 0 0 952736 744075 1075530 13966469 21759113 7107695 9879982 24479806 40007923 7345818 10306150 17133988 29701773 X SEE SCHEDULE O 0 0 14471513 10201179 24445414 IOLTA PROGRAM - INTEREST ON LAWYER TRUST ACCOUNT:THE IOLTA PROGRAM WAS CREATED BY THE LOUISIANA SUPREME COURT AND IS ADMINISTERED BY THE LBF. IOLTA GENERATES INTERST THAT HELPS FINANCE CIVIL LEGAL SERVICES FOR THE POOR. THE INTEREST IS GRANTED ANNUALLY BY THE LBF TO LOUISIANA'S LEGAL SERVICE PROVIDERS, PRO BONO PROGRAMS, AND OTHER COMMUNITY ORGANIZATIONS THAT PROVIDE CIVIL LEGAL AID TO LOUISIANA'S POOR. 4220853 4084853 4220853 DEPARTMENT OF THE TREASURY, STATE OF LOUISIANA COOPERATIVE ENDEAVOR AGREEMENT (CEA):THE SCOPE OF THE CEA IS 1. [TO] PROVIDE LEGAL REPRESENTATION OF CHILDREN IN CHILD PROTECTION CASES IN PARTNERSHIP WITH LEGAL SERVICES CORPORATIONS, THE LOUISIANA DEPARTMENT OF CHILD AND FAMILY SERVICES, AND THE LOUISIANA SUPREME COURT AND; 2. RESOLVE LEGAL PROBLEMS OF LOW INCOME PEOPLE; STRENGTHEN COMMUNITIES BY SERVICING SPECIAL POPULATIONS INCLUDING VETERANS, HOMELESS, DISASTER SURVIVORS, DOMESTIC VIOLENCE VICTIMS, AND SENIORS; DEVELOP THE BEST PUBLIC INTEREST LAW FIRMS POSSIBLE. 787731 748344 787731 ADMINISTRATION FOR CHILDREN AND FAMILIES: DEPARTMENT OF HEALTH AND HUMAN SERVICES AGREEMENT:THE CHILD WELFARE POLICY MANUAL ALLOWS TITLE IV-E AGENCIES TO BE REIMBURSED FOR THE ADMINISTRATIVE COSTS OF LEGAL REPRESENTATION OF CHILD AND PARENTS IN CHILD WELFARE CASES INCLUDING INDEPENDENT LEGAL REPRESENTATION BY AN ATTORNEY. 333333 333333 333333 LOUISIANA HOUSING CORPORATION COOPERATIVE ENDEAVOR AGREEMENT (CEA):EDUCATION, COUNSELING, AND DIRECT REPRESENTATION AIDING IMPOVERISHED CITIZENS IN MATTERS OF TITLE CLEARING (AS IT RELATES TO HOMEOWNER FORECLOSURE), FORECLOSURE PREVENTION, MEDIATION AND MORTGAGE LOAN MODIFICATIONS. 50000 50000 50000 ACCESS TO JUSTICE:A COOPERATIVE VENTURE OF THE LOUISIANA BAR FOUNDATION, THE LOUISIANA STATE BAR ASSOCIATION AND THE LOUISIANA LEGAL SERVICES PROGRAMS. THE COMMITTEE WORKS TO MAKE OTHERS AWARE OF THE UNMET NEEDS OF THE POOR FOR CIVIL LEGAL SERVICES, AND CAN BEST ASSIST BY WORKING TOWARD SOLUTIONS THAT CAN BE REALIZED IM PROPER FUNDING OF LEGAL SERVICES PROVIDERS AND INCREASED PARTICIPATION BY LEGAL COMMUNITY. 102790 102790 108200 IN 2015, THE LOUISIANA BAR FOUNDATION AND THE LOUISIANA ATTORNEY DISCIPLINARY BOARD ENTERED INTO AN AGREEMENT REGARDING THE INCREASE OF PRO HAC VICE FEES. FUNDS GENERATED BY THE FEE INCREASE ARE AWARDED TO THE LBF-FUNDED LEGAL SERVICES CORPORATIONS FOR THE PROVISION OF CIVIL LEGAL AID SERVICES TO THE INDIGENT. 486123 486123 491533 19966220 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 18 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X FRANZISKA WAGNER 5045611046 1615 POYDRAS STREET SUITE 1000 NEW ORLEANS LA 70112 ALAN G BRACKETT IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 DEIDRE D ROBERT PRESIDENT 1.00 X X 0 0 0 HON JOHN C DAVIDSON VICE PRESIDENT 1.00 X X 0 0 0 CHARLES C 'CHUCK' BOURQUE DIRECTOR 1.00 X 0 0 0 EDMUND J GIERING IV TREASURER 1.00 X X 0 0 0 HON CYNTHIA CLAY GUILLORY DIRECTOR 1.00 X 0 0 0 COLLEEN C JARROTT DIRECTOR 1.00 X 0 0 0 ASHLEY KELTON KELLY LONGWELL DIRECTOR 1.00 X 0 0 0 MICHAEL J MESTAYER SECRETARY 1.00 X X 0 0 0 JOHN C NICKELSON DIRECTOR 1.00 X 0 0 0 ADRIENNE D WHITE DIRECTOR 1.00 X 0 0 0 ZEBULON M WINSTEAD DIRECTOR 1.00 X 0 0 0 LINDA LAW CLARK DIRECTOR 1.00 X 0 0 0 GEORGE D ERNEST III DIRECTOR 1.00 X 0 0 0 HON PAGE MCCLENDON DIRECTOR 1.00 X 0 0 0 ANTHONY J STAINES DIRECTOR 1.00 X 0 0 0 SHAYNA L SONNIER DIRECTOR 1.00 X 0 0 0 G ADAM COSEY DIRECTOR 1.00 X 0 0 0 MARCUS L HUNTER DIRECTOR 1.00 X 0 0 0 JULIE M LAFARGUE DIRECTOR 1.00 X 0 0 0 BARBARA MELTON DIRECTOR 1.00 X 0 0 0 PAULA MILES DIRECTOR 1.00 X 0 0 0 SHERRI MORRIS DIRECTOR 1.00 X 0 0 0 PATRICK TALLEY DIRECTOR 1.00 X 0 0 0 CHRISTOPHER B HEBERT DIRECTOR 1.00 X 0 0 0 DONNA C CUNEO EXECUTIVE DIRECTOR 40.00 X 204041 0 40744 LAURA C SEWELL ASSOCIATE EXEC. DIRECTOR 40.00 X 172229 0 39208 DENNETTE YOUNG CCO 40.00 X 124500 0 24860 RENEE LEBOEUF CGAO 40.00 X 107000 0 21366 607770 0 126178 4 0 1 0 0 97768 25040 6116784 24627917 24783 30867509 781578 781578 8587293 8631903 -44610 -44610 -44610 225545 25040 221415 4130 4130 OTHER INCOME 900099 30488 30488 30488 31639095 30488 0 741098 18666621 18666621 832540 416270 166508 249762 803324 401662 160665 240997 107312 53656 21462 32194 170474 85237 34095 51142 103312 51656 20662 30994 150956 26086 109218 15652 56664 9792 40997 5875 109656 18950 79337 11369 106989 26747 80242 186177 93089 37235 55853 103460 51730 20692 31038 108995 54498 21799 32698 87791 87791 21861 21861 OTHER EXPENSES 142142 10226 16996 114920 REPAIRS AND MAINTENANCE 839 839 21759113 19966220 840157 952736 608164 610607 3678465 7181259 1109034 274541 22144 36696 93658 88602 6405 5056 19598883 30871374 291204 193897 24479806 40007923 106472 275115 6948142 9837138 291204 193897 7345818 10306150 X 12082276 25421841 5051712 4279932 17133988 29701773 24479806 40007923 9879982 2812981 -125178 0 X X 0 1 X 1 0 X 10379429 12397065 9029632 20345655 31093054 83244835 10379429 12397065 9029632 20345655 31093054 83244835 83244835 453114 209578 241932 1178470 3424771 5507865 3076 174662 125048 172564 30488 505838 89258538 0.93260 0.95700 X SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME: OTHER REVENUES: 2019 AMOUNT: $3,076 2020 AMOUNT: $174,607 2021 AMOUNT: $125,048 2022 AMOUNT: $172,564 2023 AMOUNT: $30,488 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1918922 200384 261993 323594 2057705 1713082 120038 106641 38421 1901340 1884740 112138 -172619 111177 1713082 1081400 34510 788330 19500 1884740 1099587 -18187 1081400 1.00000 0 0 93658 88602 5056 5056 COMMON STOCK 20400186 F CORPORATE BONDS 10471188 F 30871374 OPERATING LEASE LIABILITIES 193897 193897 X 34548313 2812981 221415 3034396 31513917 125178 125178 31639095 21980528 221415 221415 21759113 0 21759113 PART X, LINE 2: THE FOUNDATION'S EVALUATION AS OF JUNE 30, 2024 AND 2023 REVEALED NO TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE FOUNDATION REMAINS SUBJECT TO EXAMINATION DOES NOT BELIEVE THAT ANY REASONABLY POSSIBLE CHANGES WILL OCCUR WITHIN THE NEXT TWELVE MONTHS THAT WILL HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENT. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 221,415. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 221,415. GALA 250585 25040 225545 33257 83962 104196 250585 25040 225545 33257 83962 104196 221415 4130 0 ACADIANA LEGAL SERVICE CORPORATION PO BOX 4823 LAFAYETTE LA 70502 720832432 501 (C) (3) 5939360 0 LEGAL SERVICES CORPORATION BATON ROUGE BAR FOUNDATION PO BOX 2241 BATON ROUGE LA 70502 721132406 501 (C) (3) 335250 0 PRO BONO PROJECT BATON ROUGE CHILDREN'S ADVOCACY CENTER 626 EAST BLVD BATON ROUGE LA 70802 260028918 501 (C) (3) 73250 0 LAW-RELATED EDUCATION BEAUREGARD COMMUNITY CONCERNS PO BOX 815 DERIDDER LA 70634 720870513 501 (C) (3) 50000 0 DOMESTIC VIOLENCE PROGRAM CASA OF TERREBONNE INC 402 CANAL STREET HOUMA LA 70361 721482962 501 (C) (3) 9000 0 COMMUNITY PARTNERSHIP PANEL CATHOLIC CHARITIES - DIOCESE OF BATON ROUGE 1900 S ACADIAN THRUWAY BATON ROUGE LA 70808 720590685 501 (C) (3) 232222 0 OTHER LEGAL SERVICES CATHOLIC CHARITIES ARCHDIOCESE OF NEW ORLEANS 1000 HOWARD AVE STE 200 NEW ORLEANS LA 70113 720408911 501 (C) (3) 75000 0 OTHER LEGAL SERVICES CATHOLIC CHARITIES OF NORTH LOUISIANA 902 OLIVE STREET SHREVEPORT LA 71104 320315500 501 (C) (3) 110265 0 OTHER LEGAL SERVICES CENTRAL LOUISIANA PRO BONO PROJECT INC 610 MURRAY STREET ALEXANDRIA LA 71301 721198792 501 (C) (3) 97710 0 PRO BONO PROJECT CHEZ HOPE INC PO BOX 98 FRANKLIN LA 70538 720986472 501 (C) (3) 176000 0 DOMESTIC VIOLENCE PROGRAM CHILDREN'S ADVOCACY NETWORK PO BOX 8418 ALEXANDRIA LA 71306 721271514 501 (C) (3) 10500 0 COMMUNITY PARTNERSHIP PANEL DART (DOMESTIC ABUSE RESISTANCE TEAM) PO BOX 1223 RUSTON LA 71273 721273159 501 (C) (3) 72925 0 DOMESTIC VIOLENCE PROGRAM DISABILITY RIGHTS LOUISIANA 8325 OAK STREET NEW ORLEANS LA 70118 721005271 501 (C) (3) 135000 0 OTHER LEGAL SERVICES EMERGENCY LEGAL RESPONDERS 2533 COLUMBUS STREET UNIT 110 NEW ORLEANS LA 70119 823334639 501 (C) (3) 10000 0 LAW FAITH HOUSE INC PO BOX 93145 LAFAYETTE LA 70509 720910067 501 (C) (3) 115000 0 DOMESTIC VIOLENCE PROGRAM FAMILY AND YOUTH COUNSELING AGENCY 220 LOUIE ST LAKE CHARLES LA 70601 720688561 501 (C) (3) 52000 0 DOMESTIC VIOLENCE PROGRAM FAMILY JUSTICE CENTER OF CENTRAL LOUISIANA 220 HOSPITAL BLVD PINEVILLE LA 71360 474840521 501 (C) (3) 150000 0 DOMESTIC VIOLENCE PROGRAM FAMILY VIOLENCE PROGRAM OF ST BERNARD 3010 JEAN LAFITTE PKWY CHALMETTE LA 70043 581834566 501 (C) (3) 50000 0 DOMESTIC VIOLENCE PROGRAM FIRST GRACE COMMUNITY ALLIANCE 3401 CANAL STREET NEW ORLEANS LA 70119 263687178 501 (C) (3) 73000 0 CHILDREN'S LEGAL SERVICES PROGRAM FOSTERING COMMUNITY 3336 PRESCOTT RD ALEXANDRIA LA 71301 824148732 501 (C) (3) 150000 0 MY COMMUNITY CARES FRONTLINE LEGAL SERVICES INC 631 ST CHARLES AVENUE NEW ORLEANS LA 70130 474182470 501 (C) (3) 60000 0 OTHER LEGAL SERVICES GINGERBREAD HOUSE 1700 BUCKNER ST 101 SHREVEPORT LA 71101 721390471 501 (C) (3) 10000 0 COMMUNITY PARTNERSHIP PANEL INNOCENCE PROJECT NEW ORLEANS 4501 ULLOA STREET NEW ORLEANS LA 70119 721501261 501 (C) (3) 20000 0 OTHER LEGAL SERVICES JEFF DAVIS COMMUNITIES AGAINST DOMESTIC ABUSE PO BOX 826 JENNINGS LA 70546 721488905 501 (C) (3) 49673 0 DOMESTIC VIOLENCE PROGRAM JEFFERSON CHILDREN'S ADVOCACY CENTER PO BOX 2243 GRETNA LA 70054 721181924 501 (C) (3) 12000 0 COMMUNITY PARTNERSHIP PANEL JUSTICE AND ACCOUNTABILITY CENTER OF LOUISIANA 4035 WASHINGTON AVE SUITE 2023 NEW ORLEANS LA 70125 461482878 501 (C) (3) 120000 0 OTHER LEGAL SERVICES LAFAYETTE BAR FOUNDATION 2607 JOHNSTON ST LAFAYETTE LA 70503 581875564 501 (C) (3) 211449 0 PRO BONO PROJECT LAGNIAPPE LAW LAB 1615 POYDRAS ST SUITE 1000 NEW ORLEANS LA 70112 834163948 501 (C) (3) 584713 0 SPECIAL PARTNERSHIP GRANT LOUISIANA APPLESEED 1615 POYDRAS ST SUITE 1000 NEW ORLEANS LA 70112 721402876 501 (C) (3) 291940 0 SPECIAL PARTNERSHIP GRANT LOUISIANA CENTER FOR CHILDREN'S RIGHTS 1100 B MILTON ST NEW ORLEANS LA 70122 205961971 501 (C) (3) 83400 0 CHILDREN'S LEGAL SERVICES PROGRAM LOUISIANA CENTER FOR LAW AND CIVIC EDUCATION 601 ST CHARLES AVE NEW ORLEANS LA 70130 582019088 501 (C) (3) 57500 0 LAW-RELATED EDUCATION LOUISIANA STATE BAR ASSOCIATION - 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DIRECTOR 172229 0 0 0 0 0 17223 0 21985 0 211437 0 0 0 FORM 990, PART III, LINE 1 - MISSION STATEMENT THE LOUISIANA BAR FOUNDATION EXISTS TO PRESERVE , HONOR, AND IMPROVE OUR SYSTEM OF JUSTICE BY FUNDING, DEVELOPING OR OTHER WISE PROMOTING EFFORTS WHICH ENHANCE THE LEGAL PROFESSION, INCREASE PUBLIC UNDERSTANDING OF THE LEGAL SYSTEM AND ADVANCE THE REALITY OF EQUAL JUSTICE. AS THE LARGEST FUNDER OF CIVIL LEGAL AID, THE LBF SUPPORTS PROGRAMS THAT PROVIDE FREE CIVIL LEGAL SERVICES FOR THE POOR IN ALL 64 PARISHES OF THE STATE OF LOUISIANA. THE LBF ALSO SUPPORTS ORGANIZATIONS THAT PROVIDE LAW-RELATED EDUCATION TO THE PUBLIC, ADMINISTRATION OF JUSTICE PROJECTS AND OTHER SOCIAL JUSTICE INITIATIVES. THE LBF HELPS WOMEN WHO ARE VICTIMS OF DOMESTIC VIOLENCE, CHILDREN WHO NEED A STABLE HOME OR SPECIAL EDUCATION, ELDERLY WHOSE ECONOMIC SECURITY OR HEALTH CARE IS IN JEOPARDY, CONSUMERS IMPACTED BY IMPROPER LENDING PRACTICES, WORKERS DENIED LAWFUL WAGES AND BENEFITS , DISABLED PEOPLE DENIED OPPORTUNITIES, IMMIGRANTS WHO WORK WITHOUT BENEFITS OR CONTRACTS, AND COMMUNITIES DEVASTATED BY NATURAL DISASTER. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE FORM 990 BEFORE FILING AND SUBMITS IT TO THE EXECUTIVE COMMITTEE FOR ITS APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS VISITED ANNUALLY BY THE BOARD MEMBERS AND ANY POTENTIAL CONFLICTS ARE REQUIRED TO BE DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 THE MEMBERS OF THE BOARD OF DIRECTORS DO NOT RECEIVE COMPENSATION. THE COMPENSATION COMMITTE (COMPOSED OF LBF BOARD OFFICERS) DETERMINES ANNUAL COMPENSATION FOR THE EXECUTIVE DIRECTOR. CONSIDERATIONS ARE THE ANNUAL LOUISIANA BAR FOUNDATION 23-7100704 PERFORMANCE EVALUATION/REVIEW BY THE EXECUTIVE COMMITTEE, THE NATIONAL ASSOCIATION OF BAR EXECUTIVES (NABE) COMPENSATION AND BENEFITS ANNUAL SURVEY, AND THE NATIONAL ASSOCIATION OF IOLTA PROGRAMS (NAIP) EXECUTIVE & DIRECTOR ANNUAL COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST.