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HOUSTON BAR FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HOUSTON BAR FOUNDATION (EIN 76-0029594)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-09
IRS object ID
202501299349301100
Schema version
2023v6.0
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)
Return2025-05-09T06:43:00-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760269860PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Blazek & VetterlingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12900 Weslayan Suite 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760029594EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Houston Bar FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOUSBusinessNameControlTxt
Phone7137591133PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 Louisiana St 3600AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSara KeithPersonNm
Person TitleChairPersonTitleTxt
Phone7137591133PhoneNum
Signature2025-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarbara MurphyPreparerPersonNm
PTINP01386215PTIN
Phone7134395739PhoneNum
Preparation2025-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerSara KeithPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 Louisiana St 3600AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,006,401GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.houbf.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1982FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionThe Houston Bar Foundation is the charitable arm of the Houston Bar Association. The Foundation supports pro bono legal services to the community and promotes community understanding of our legal system.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers16TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,403,515PYContributionsGrantsAmt
CY Contributions Grants$1,675,363CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$665,417PYInvestmentIncomeAmt
CY Investment Income$608,208CYInvestmentIncomeAmt
PY Other Revenue$44,739PYOtherRevenueAmt
CY Other Revenue$143,605CYOtherRevenueAmt
PY Total Revenue$2,113,671PYTotalRevenueAmt
CY Total Revenue$2,427,176CYTotalRevenueAmt
PY Grants And Similar Paid$1,580,421PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,227,071CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$90,000PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$90,000CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$35,735CYTotalFundraisingExpenseAmt
PY Other Expenses$193,835PYOtherExpensesAmt
CY Other Expenses$204,765CYOtherExpensesAmt
PY Total Expenses$1,864,256PYTotalExpensesAmt
CY Total Expenses$1,521,836CYTotalExpensesAmt
PY Revenues Less Expenses$249,415PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$905,340CYRevenuesLessExpensesAmt
Total Assets BOY$21,315,583TotalAssetsBOYAmt
Total Assets EOY$24,272,136TotalAssetsEOYAmt
Total Liabilities BOY$1,402,045TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,120,847TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,913,538NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$23,151,289NetAssetsOrFundBalancesEOYAmt
MissionThe Houston Bar Foundation supports programs that help provide legal representation to the indigent, promote community understanding of our legal system, and foster the administration of justice.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,263,010ExpenseAmt
Grant$1,227,071GrantAmt
DescThe primary beneficiary of the Houston Bar Foundation is Houston Volunteer Lawyers, the pro bono service arm of the Houston Bar Association. The Houston Bar Foundation also supports the Houston Bar Association's programming, which is consistent with its HBA's mission to serve Houston lawyers and foster the administration of justice.Desc
Total Program Service Expenses$1,263,010TotalProgramServiceExpensesAmt
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
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
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 ActivitiesYes (1)FundraisingActivitiesInd
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 With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document8IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
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 Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
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 BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Vinh HoBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7137591133PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 Louisiana St Ste 3600AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
Linda Hester
Chair3.00Yes (X)Yes (X)$0$0$0
Sara Keith
Chair Elect0.50Yes (X)Yes (X)$0$0$0
Alistair Dawson
Vice Chair0.50Yes (X)Yes (X)$0$0$0
Sejal Brahmbhatt
Vice Chair0.50Yes (X)Yes (X)$0$0$0
Quentin Smith
Vice Chair thru 2/20242.00Yes (X)Yes (X)$0$0$0
Richard Whiteley
Treasurer2.00Yes (X)Yes (X)$0$0$0
Hillary Holmes
Treasurer thru 2/20242.00Yes (X)Yes (X)$0$0$0
Monica Karuturi
Immediate Past Chair0.50Yes (X)Yes (X)$0$0$0
Christian Garza
Past Chair thru 2/20242.00Yes (X)$0$0$0
Andrew Gratz
Director0.50Yes (X)$0$0$0
Jennifer Hasley
Director0.50Yes (X)$0$0$0
Benny Agosto Jr
Director0.50Yes (X)$0$0$0
Holly Chastain Nini
Director0.50Yes (X)$0$0$0
Stephanie Noble
Director0.50Yes (X)$0$0$0
Christopher Northcutt
Director0.50Yes (X)$0$0$0
Krisina Zuniga
Director0.50Yes (X)$0$0$0
Mindy Davidson
Executive Director0.50Yes (X)$0$0$040.00
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
Fundraising$936,411FundraisingAmt
Related Organizations$50,900RelatedOrganizationsAmt
All Other Contributions$688,052AllOtherContributionsAmt
Noncash Contributions$11,929NoncashContributionsAmt
Total Contributions$1,675,363TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$603,789TotalRevenueColumnAmt
Exclusion$603,789ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,162,387SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,157,968SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,419SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,419TotalRevenueColumnAmt
Exclusion$4,419ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$564,862FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$936,411ContriRptFundraisingEventAmt
Fundraising Direct Expenses$421,257FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$143,605TotalRevenueColumnAmt
Exclusion$143,605ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,427,176TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$751,813ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,227,071TotalAmt
Program Services$1,227,071ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$83,372TotalAmt
Management And General$83,372ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,628TotalAmt
Management And General$6,628ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$17,500TotalAmt
Management And General$17,500ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$103,498TotalAmt
Management And General$103,498ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,130TotalAmt
Management And General$6,130ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$31,707TotalAmt
Program Services$10,313ProgramServicesAmt
Fundraising$21,394FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,963TotalAmt
Management And General$5,963ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$39,967TotalAmt
Program Services$25,626ProgramServicesAmt
Fundraising$14,341FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,521,836TotalAmt
Program Services$1,263,010ProgramServicesAmt
Management And General$223,091ManagementAndGeneralAmt
Fundraising$35,735FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$302,784BOYAmt
EOY$218,843EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$10,932BOYAmt
EOY$323,941EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$522,211BOYAmt
EOY$473,804EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,700BOYAmt
EOY$15,428EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$20,473,956BOYAmt
EOY$23,240,120EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$21,315,583BOYAmt
EOY$24,272,136EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,574BOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$865,000BOYAmt
EOY$600,000EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$353,040BOYAmt
EOY$383,932EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$3,382BOYAmt
EOY$3,045EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$179,049BOYAmt
EOY$133,870EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,402,045BOYAmt
EOY$1,120,847EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$17,651,464BOYAmt
EOY$20,174,332EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,262,074BOYAmt
EOY$2,976,957EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,913,538BOYAmt
EOY$23,151,289EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,315,583BOYAmt
EOY$24,272,136EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$905,340ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,332,411NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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$1,524,422CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,314,400CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,199,403CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,403,515CurrentTaxYearMinus1YearAmt
Current Tax Year$1,675,363CurrentTaxYearAmt
Total$7,117,103TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,524,422CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,314,400CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,199,403CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,403,515CurrentTaxYearMinus1YearAmt
Current Tax Year$1,675,363CurrentTaxYearAmt
Total$7,117,103TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$569,621SubstantialContributorsTotAmt
Public Support Total170$6,547,482PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$394,428CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$400,827CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$541,614CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$593,278CurrentTaxYearMinus1YearAmt
Current Tax Year$603,789CurrentTaxYearAmt
Total$2,533,936TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$143,605CurrentTaxYearAmt
Total$143,605TotalAmt
FieldValueIRS element (for citing)
Total Support$9,794,644TotalSupportAmt
Public Support CY1700.66850PublicSupportCY170Pct
Public Support PY1700.72600PublicSupportPY170Pct
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

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,823,620BeginningYearBalanceAmt
Contributions$1,653ContributionsAmt
Investment Earnings Or Losses$209,034InvestmentEarningsOrLossesAmt
End Year Balance$2,034,307EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,568,502BeginningYearBalanceAmt
Contributions$118,629ContributionsAmt
Investment Earnings Or Losses$136,489InvestmentEarningsOrLossesAmt
End Year Balance$1,823,620EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,694,209BeginningYearBalanceAmt
Contributions$16,547ContributionsAmt
Investment Earnings Or Losses-$140,214InvestmentEarningsOrLossesAmt
Administrative Expenses$2,040AdministrativeExpensesAmt
End Year Balance$1,568,502EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,549,289BeginningYearBalanceAmt
Contributions$9,902ContributionsAmt
Investment Earnings Or Losses$167,018InvestmentEarningsOrLossesAmt
Administrative Expenses$32,000AdministrativeExpensesAmt
End Year Balance$1,694,209EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,365,000BeginningYearBalanceAmt
Contributions$171,435ContributionsAmt
Investment Earnings Or Losses$12,854InvestmentEarningsOrLossesAmt
End Year Balance$1,549,289EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.81070PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.18930TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDue to affiliateDesc
Amt$133,870Amt
FieldValueIRS element (for citing)
Total Liability$133,870TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$4,664,994TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,332,411NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$8,905DonatedServicesAndUseFcltsAmt
Revenue Not Reported$2,341,316RevenueNotReportedAmt
Revenue Subtotal$2,323,678RevenueSubtotalAmt
Investment Expenses Not Incld$103,498InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$103,498RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,427,176TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,427,243TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$8,905DonatedServicesUseFcltsAmt
Expenses Not Reported$8,905ExpensesNotReportedAmt
Expenses Subtotal$1,418,338ExpensesSubtotalAmt
Investment Expenses Not Incld2$103,498InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$103,498ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,521,836TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part IV, Line 2b:Funds are held for the Harris County Courthouse Restoration Project.
Part V, Line 4:The Kay Sim Endowment for Equal Access to Justice in Houston provides future annual funding for pro bono legal services through Houston Volunteer Lawyers.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Harvest CelebrationEvent1Nm
Gross Receipts Event1$1,061,440GrossReceiptsEvent1Amt
Charitable Contri Event1$783,370CharitableContriEvent1Amt
Gross Revenue Event1$278,070GrossRevenueEvent1Amt
Rent Facility Costs Event1$193,393RentFacilityCostsEvent1Amt
Event2Bench Bar/Bev & BitesEvent2Nm
Gross Receipts Event2$136,508GrossReceiptsEvent2Amt
Charitable Contri Event2$56,308CharitableContriEvent2Amt
Gross Revenue Event2$80,200GrossRevenueEvent2Amt
Rent Facility Costs Event2$102,228RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$1,042OtherDirectExpensesEvent2Amt
Other Events Total6OtherEventsTotalCnt
Gross Receipts Other Events$303,325GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$96,733CharitableContriOtherEventsAmt
Gross Revenue Other Events$206,592GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$67,143RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$1,705FoodAndBeverageOtherEventsAmt
Entertainment Other Events$1,249EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$54,497OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,501,273GrossReceiptsTotalAmt
Charitable Contributions Tot$936,411CharitableContributionsTotAmt
Gross Revenue Total Events$564,862GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$362,764RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$1,705FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,249EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$55,539OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$421,257DirectExpenseSummaryEventsAmt
Net Income Summary$143,605NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Houston Volunteer Lawyers Program
1000 Louisiana St Suite 3600HoustonTX77002760090652501(c)(3)$1,007,375$0Pro bono legal services
The Center for Pursuit
4400 Harrisburg BlvdHoustonTX77011741272417501(c)(3)$7,747$0Program support
Houston Habitat for Humanity
3750 N McCartyHoustonTX77029760207084501(c)(3)$86,145$0Program support
Combined Arms
2929 McKinney StreetHoustonTX77003475648923501(c)(3)$6,469$0Program support
HAY Center Foundation
8915 Knight RoadHoustonTX77054475122077501(c)(3)$10,000$0Program support
Harris County Civil Courthouse
201 Caroline St 5th FloorHoustonTX77002Gov't$33,000$0Program support
Harris County Criminal Justice Center
1201 Franklin StHoustonTX77002Gov't$33,000$0Program support
Harris County Jury Assembly
1201 Congress StHoustonTX77002Gov't$33,000$0Program support
FieldValueIRS element (for citing)
Total501c3 Org8Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationThe HBF Board of Directors approves all grants. Grants to Houston Volunteer Lawyers Program (HVL) are documented in a formal grant agreement, and HVL reports regularly to the HBF about the use of the HBF grant funds. The close relationship between the HBF and HVL further serves to monitor the use of grant funds.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 3FormAndLineReferenceDesc
ExplanationThe Personnel Committee of the Houston Bar Association Board of Directors annually reviews the performance and compensation of the Executive Director. It documents its decisions based on appropriate data surrounding the Executive Director's training, expertise, scope of duties, and time to be expended.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part V, Line 2bThe Houston Bar Foundation (HBF) has a reimbursement agreement for shared services with the Houston Bar Association (HBA), a related entity. HBA pays employees and files Form W-2 and related payroll tax returns. HBF reimburses HBA for employee services.
Form 990, Part VI, Section A, line 6The membership of the Houston Bar Foundation shall consist of all the members in good standing of the Houston Bar Association.
Form 990, Part VI, Section A, line 7aThe Houston Bar Association Board of Directors appoints the Board of Directors of the Houston Bar Foundation.
Form 990, Part VI, Section B, line 11bThe Controller and Executive Director review the return for accuracy and completeness before sending it to the Board of Directors for review before the Chair signs the return.
Form 990, Part VI, Section B, line 12cThe Conflict of Interest Policy sets forth the process to monitor and enforce compliance. Board members sign an annual acknowledgment of the Conflict of Interest Policy as soon as practicable following each bar year's first meeting.
Form 990, Part VI, Section C, line 19The organization's Forms 990 are available to the public on guidestar.org. The organization's governing documents, Conflict of Interest Policy, and financial statements may be made available to the public upon request.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Houston Bar Association
1000 Louisiana St Suite 3600HoustonTX77002740692895Furtherance of the legal professionTX501(c)(6)0
Houston Volunteer Lawyers Program
1000 Louisiana St Suite 3600HoustonTX77002760090652Free legal services for low income individualsTX501(c)(3)0Line 7Houston Bar Association
Houston Lawyer Referral Service
1000 Louisiana St Suite 3600HoustonTX77002741872485Refer general public to lawyersTX501(c)(6)0Houston Bar Association
HBA Alternative Dispute Resolution
49 San Jacinto St Ste 220HoustonTX77002742107776Free dispute resolution services to Harris County ResidentsTX501(c)(3)0Line 7Houston Bar Association
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Houston Bar Association
C$50,900Cash
Houston Bar Association
P$90,000Cash