2017-02-10T10:57:55-06:00 2016-06-30 721396621 CARR RIGGS & INGRAM LLC 200-B GREENLEAVES BLVD MANDEVILLE LA 70448 990 2015-07-01 237100704 LOUISIANA BAR FOUNDATION LOUI 5045611046 1615 POYDRAS STREET NO 1000 NEW ORLEANS LA 70112 DONNA CUNEO EXECUTIVE DIRECTOR 5045611046 2017-02-10 1 COLLEEN R ANGERDINA CPA P00642857 9856268299 2015 2021-01-29 14:40:06Z DONNA CUNEO 1615 POYDRAS STREET NO 1000 NEW ORLEANS LA 70112 12364985 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.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 DISASTERS. 21 21 10 270 0 0 5957437 5350608 0 0 448943 271810 540595 6646906 6946975 12269324 5612487 6066764 0 0 882408 885408 0 0 0 377413 427223 6872308 7379395 74667 4889929 8633226 13382213 5498292 5680567 3134934 7701646 X AS THE LARGEST STATE 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 DISASTERS. 0 0 4192360 3734365 IOLTA PROGRAM - INTEREST ON LAWYER TRUST ACCOUNTS -THE IOLTA PROGRAM WAS CREATED BY THE LOUISIANA SUPREME COURT AND IS ADMINISTERED BY THE LBF. IOLTA GENERATES INTEREST 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. 2113749 2071848 CHILD IN NEED OF CARE -THE LBF SERVES AS ADMINISTRATOR FOR THE CINC PROGRAM PROVIDING FREE LEGAL REPRESENTATION TO CHILDREN IN FOSTER CARE IN PARTNERSHIP WITH THE LEGAL SERVICES CORPORATIONS, THE LOUISIANA DEPARTMENT OF CHILD AND FAMILY SERVICES AND THE LOUISIANA SUPREME COURT. THE LBF PROVIDES GOVERNANCE AND OVERSIGHT OF THE FUNDS AND ENSURES PROGRAM AND FINANCIAL COMPLIANCE. IN FISCAL YEAR 2015-2016 THE PROGRAM PROVIDED REPRESENTATION TO 3,384 CHILDREN, MADE OVER 15,162 COURT APPEARANCES ON THEIR BEHALF AND PARTICIPATED IN MORE THAN 1,459 FAMILY TEAM CONFERENCES. THE CINC PROGRAM PROVIDES $2.0 MILLION ANNUALLY. 240623 240623 MORTGAGE SERVICING SETTLEMENT -THE LBF SERVES AS ADMINISTRATOR OF PARTIAL FUNDING ON BEHALF OF THE OFFICE OF THE LOUISIANA ATTORNEY GENERAL FOR THE MORTGAGE SERVICING SETTLEMENT WITH THE NATION'S FIVE LARGEST MORTGAGE SERVICERS. THE LBF PROVIDES GOVERNANCE AND OVERSIGHT OF THE FUNDS AND ENSURES PROGRAM AND FINANCIAL COMPLIANCE. THE CORE SERVICES PROVIDED ARE DIRECT ASSISTANCE, COUNSELING, REPRESENTATION, AND TRAINING. 53043 19928 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 IN PROPER FUNDING OF LEGAL SERVICES PROVIDERS AND INCREASED PARTICIPATION BY THE LEGAL COMMUNITY. 95446 0 KID'S CHANCE SCHOLARSHIPS-THE KID'S CHANCE PROGRAM PROVIDES SCHOLARSHIPS TO THE CHILDREN OF LOUISIANA WORKERS WHO HAVE BEEN KILLED OR PERMANENTLY AND TOTALLY DISABLED IN AN ACCIDENT COMPENSABLE UNDER A STATE OR FEDERAL WORKERS' COMPENSATION ACT OR LAW. THE PROGRAM IS ADMINISTERED BY THE LBF AND IS GOVERNED BY A COMMITTEE REPRESENTING A CROSS-SECTION OF THE STATE'S LEGAL AND WORKERS COMPENSATION COMMUNITIES. SINCE 2004, THE PROGRAM HAS AWARDED 235 SCHOLARSHIPS TOTALING $459,600. 148489 19928 6695221 1 0 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 10 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MS DONNA CUNEO 5045611046 1615 POYDRAS STREET SUITE 1000 NEW ORLEANS LA 70112 HMINOR PIPES III PRESIDENT 1.00 X X 0 0 0 E JANE SHERMAN VICE PRESIDENT 1.00 X X 0 0 0 VALERIE BRIGGS BARGAS TREASURER 1.00 X X 0 0 0 W MICHAEL STREET SECRETARY 1.00 X X 0 0 0 AMANDA W BARNETT DIRECTOR 1.00 X 0 0 0 ALAN G BRACKETT DIRECTOR 1.00 X 0 0 0 KARLEEN J GREEN DIRECTOR 1.00 X 0 0 0 REBEKAH R HUGGINS DIRECTOR 1.00 X 0 0 0 HON JOHN DAVIDSON DIRECTOR 1.00 X 0 0 0 JLEE HOFFOSS JR DIRECTOR 1.00 X 0 0 0 MICHAEL J MESTAYER DIRECTOR 1.00 X 0 0 0 CHRISTOPHER K RALSTON DIRECTOR 1.00 X 0 0 0 JULIE M LAFARGUE DIRECTOR 1.00 X 0 0 0 JOSEPH L SHEA JR DIRECTOR 1.00 X 0 0 0 MARK A CUNNINGHAM DIRECTOR 1.00 X 0 0 0 HARRY J PHILIPSJR DIRECTOR 1.00 X 0 0 0 PAULA A ATES DIRECTOR 1.00 X 0 0 0 DARREL J PAPPILLION DIRECTOR 1.00 X 0 0 0 MICHAEL E HOLOWAY DIRECTOR 1.00 X 0 0 0 CHARLES C BOURQUE JR DIRECTOR 1.00 X 0 0 0 ROBERT C MCCORQUODALE DIRECTOR 1.00 X 0 0 0 DONNA CUNEO EXECUTIVE DIRECTOR 40.00 X 136934 0 8713 136934 0 8713 1 0 1 0 0 325 93405 5256878 5350608 105410 105410 166400 0 166400 166400 166400 38475 93405 95661 -57186 -57186 BANK OF AMERICA FUNDS 900099 6578182 6578182 OTHER INCOME 900099 125910 125910 6704092 12269324 6870492 0 48224 6030110 6030110 36654 36654 145648 72824 72824 545446 272723 272723 194314 95721 98593 24426 16885 7541 6581 795 5786 26718 26718 74303 74303 69195 69195 12096 12096 PROGRAM EXPENSES 100761 95446 5315 MISCELLANEOUS EXPENSE 84314 74063 10251 CONTRACT SERVICES 23438 23438 REPAIRS AND MAINTENANCE 5391 5391 7379395 6695221 684174 0 806340 6886482 477024 425314 2432907 2062702 15430 15420 86916 86916 0 0 4901525 3992295 8633226 13382213 30436 23588 5399323 5603828 68533 53151 5498292 5680567 X -615771 6285297 3196914 861558 553791 554791 3134934 7701646 8633226 13382213 4889929 -323217 0 X 0 1 X 1 0 X 6598105 6879645 5529470 5869377 5257203 30133800 6598105 6879645 5529470 5869377 5257203 30133800 30133800 127439 120206 111584 105624 105410 570263 142163 205124 226886 696641 6835872 8106686 38810749 0.77640 0.93680 X 553791 1000 554791 553441 350 553791 542240 11201 553441 541990 250 542240 542816 1200 2026 541990 1.00000 0 0 86916 86916 0 0 CORPORATE BONDS 1540079 F COMMON STOCKS 2390560 F U.S. TREASURY AND FEDERAL AGENCY ISSUES 61656 F 3992295 DEFERRED LEASE PAYABLE 53151 53151 X 12041768 -323217 95661 -227556 12269324 0 12269324 7475056 95661 95661 7379395 0 7379395 PART X, LINE 2: THE FOUNDATION IS A NONPROFIT CORPORATION ORGANIZED UNDER THE LAWS OF THE STATE OF LOUISIANA. THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND QUALIFIES AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE FOUNDATION'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FOUNDATION'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2016, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FOUNDATION'S MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES 95,661. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES 95,661. GALA 131880 93405 38475 95661 131880 93405 38475 95661 95661 -57186 1 ACADIANA LEGAL SERVICE PO BOX 4823 LAFAYETTE LA 70502 720832432 501(C)(3) 1343698 LEGAL SERVICES BATON ROUGE BAR FOUNDATION PO BOX 2241 BATON ROUGE LA 70821 721132406 501(C)(3) 67727 LEGAL ASSISTANCE BEAUREGARD COMMUNITY CONCERNS PO BOX 815 DERIDDER LA 70634 720870513 501(C)(3) 21196 LEGAL ASSISTANCE CATHOLIC CHARITIES - NEW ORLEANS 1000 HOWARD AVE STE 1200 NEW ORLEANS LA 70113 720408911 501(C)(3) 85427 LEGAL ASSISTANCE CHEZ HOPE PO BOX 98 FRANKLIN LA 70538 720986472 501(C)(3) 26101 DOMESTIC VIOLENCE DART OF LINCOLN PO BOX 1223 RUSTON LA 71273 721273159 501(C)(3) 25302 DOMESTIC VIOLENCE FAITH HOUSE PO BOX 93145 LAFAYETTE LA 70509 720910067 501(C)(3) 14785 LEGAL ASSISTANCE INNOCENCE PROJECT NEW ORLEANS 3301 CHARTRES STREET NEW ORLEANS LA 70117 721501261 501(C)(3) 125000 LEGAL ASSISTANCE LA CENTER FOR LAW AND CIVIC EDUC 601 ST CHARLES AVENUE NEW ORLEANS LA 70130 582019088 501(C)(3) 56983 LEGAL EDUCATION LEGAL SERVICES OF NORTH LA 720 TRAVIS STREET SHREVEPORT LA 71112 720827452 501(C)(3) 1060595 LEGAL SERVICES LOUISIANA CIVIL JUSTICE CENTER 601 ST CHARLES AVENUE NEW ORLEANS LA 70117 204478544 501(C)(3) 32500 LEGAL SERVICES LOUISIANA STATE BAR ASSOCIATION-ACCESS TO JUSTICE 601 ST CHARLES AVENUE NEW ORLEANS LA 70130 726000727 501(C)(3) 93750 LEGAL ASSISTANCE METROPOLITAN CENTER FOR WOMEN PO BOX 10775 JEFFERSON LA 70181 721062244 501(C)(3) 45073 DOMESTIC VIOLENCE SAFTEY NET FOR ABUSED PERSONS PO BOX 10207 NEW IBERIA LA 70562 581661445 501(C)(3) 22176 DOMESTIC VIOLENCE SOUTHEAST LOUISIANA LEGAL SERVIC PO BOX 2867 HAMMOND LA 70404 720877422 501(C)(3) 1711222 LEGAL SERVICES ST BERNARD BATTERED WOMEN'S CTR PO BOX 645 ARABI LA 70032 581834566 501(C)(3) 15278 DOMESTIC VIOLENCE THE HAVEN PO BOX 4279 HOUMA LA 70636 721233532 501(C)(3) 13793 DOMESTIC VIOLENCE THE PRO BONO PROJECT 615 BARNONNE STREET SUITE 201 NEW ORLEANS LA 70113 721194167 501(C)(3) 98763 LEGAL ASSISTANCE THE WELLSPRING ALLIANCE FOR FAMI 1515 JACKSON STREET MONROE LA 71202 720442226 501(C)(3) 26684 DOMESTIC VIOLENCE YOUTH SERVICE BUREAU OF ST TAMM 430 N NEW HAMPSHIRE STREET COVINGTON LA 70433 720933867 501(C)(3) 11706 LEGAL ASSISTANCE SHREVEPORT BAR FDTION PO BOX 2122 SHREVEPORT LA 71166 721115393 501(C)(3) 35653 LEGAL SERVICES SE SPOUSE ABUSE PROG PO BOX 1946 HAMMOND LA 70404 521243258 501(C)(3) 12321 LEGAL SERVICES OASIS SAFE HAVEN PO BOX 276 LAKE CHARLES LA 70602 720859660 501(C)(3) 22832 LEGAL ASSISTANCELEGAL ASSISTANCE ADVOCACY CENTER 8325 OAK STREET NEW ORLEANS LA 70118 721005271 501(C)(3) 70000 LEGAL ASSISTANCE FIRST GRACE COMMUNITY ALLIANCE 3401 CANAL ST NEW ORLEANS LA 70119 263687178 501(C)(3) 10600 COMMUNITY PARTNERSHIP PANEL GRANT PROJECT CELEBRATION 580 W MAIN ST MANY LA 71449 721144152 501(C)(3) 39209 LEGAL ASSISTANCE SAFE HARBOR PO BOX 1179 MANDEVILLE LA 70470 721181684 501(C)(3) 16667 LEGAL ASSISTANCE TEAMS 1545 LINE AVE 228 SHREVEPORT LA 71101 800204842 501(C)(3) 23472 LEGAL ASSISTANCE LAFAYETTE PARISH BAR FOUNDATION PO BOX 2194 LAFAYETTE LA 70502 581875564 501(C)(3) 52725 LEGAL ASSISTANCE ARTS COUNCIL OF NEW ORLEANS 935 GRAVIER 850 NEW ORLEANS LA 70112 720778258 501(C)(3) 13611 LEGAL ASSISTANCE CENTRAL LOUISIANA PRO BONO PROJE 3600 JACKSON AVE 216 ALEXANDRIA LA 71303 721198792 501(C)(3) 18944 LEGAL ASSISTANCE LOUISIANA APPLESEED 909 POYDRAS ST 1550 NEW ORLEANS LA 70112 721402846 501(C)(3) 75000 LEGAL ASSISTANCE CATHOLIC CHARITIES IMMIGRATION LEGAL SERVICES PO BOX 4213 BATON ROUGE LA 70808 720590685 501(C)(3) 35000 LEGAL ASSISTANCE PINE HILLS CHILDREN'S ADVOCACY CENTER 100 W TEXAS AVE 2ND FLOOR RUSTON LA 71270 721509487 501(C)(3) 10000 DOMESTIC VIOLENCE LOUISIANA STATE BAR ASSOCIATION-YOUNG LAWYERS SECTION 601 ST CHARLES AVENUE NEW ORLEANS LA 70130 726000727 501(C)(3) 7867 LEGAL ASSISTANCE BATON ROUGE CHILDREN'S ADVOCACY CENTER 626 EAST BLVD BATON ROUGE LA 70802 260028918 501(C)(3) 12237 LEGAL SERVICES, COMMUNITY PARTNERSHIP PANAL GRANT LOUISIANA DISTRICT JUDGES ASSOCIATION 400 ROYAL NEW ORLEANS LA 70130 720988725 501(C)(3) 6250 LEGAL EDUCATION LOWER 9TH WARD HOMEOWNERS ASSN 5284 N CLAIBORNE NEW ORLEANS LA 70117 870789422 501(C)(3) 11111 LEGAL ASSISTANCE LOYOLA UNIVERSITY NO COLLEGE OF LAW 7214 ST CHARLES NEW ORLEANS LA 70118 720400846 501(C)(3) 12500 LEGAL ASSISTANCE LOUISIANA CENTER FOR CHILDREN'S RIGHTS 1100-B MILTON ST NEW ORLEANS LA 70122 205961971 501(C)(3) 77843 LEGAL ASSISTANCE, CHILDREN'S LEGAL SERVICES, LEGAL EDUCATION NOAIDS TASK FORCE 2601 TULANE SUITE 630 NEW ORLEANS LA 70119 721059635 501(C)(3) 6806 LEGAL ASSISTANCE SOUTHWEST LOUISIANA BAR FOUNDATION PO BOX 1139 LAKE CHARLES LA 70602 270316235 501(C)(3) 33139 LEGAL ASSISTANCE FAMILY VIOLENCE INTERVENTION PROGRAM 811 MARTIN LUTHER KING JR DRIVE BOX 2 LAFAYETTE LA 70501 721237536 501(C)(3) 6000 COMMUNITY PARTNERSHIP PANEL GRANT LOAN REPAYMENT PROGRAM - TUITION 16 36654 X X 0 0 0 0 0 0 0 0 0 PART I, LINE 3 THE MEMBERS OF THE BOARD OF DIRECTORS DO NOT RECEIVE COMPENSATION. THE COMPENSATION COMMITTEE (COMPOSED OF LBF BOARD OFFICERS) DETERMINES ANNUAL COMPENSATION FOR LBF STAFF AND THE EXECUTIVE DIRECTOR. CONSIDERATIONS ARE TEH ANNUAL 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 B, LINE 11 LINE 11A EXPLANATION - 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 COMMITTEE (COMPOSED OF LBF BOARD OFFICERS) DETERMINES ANNUAL COMPENSATION FOR THE EXECUTIVE DIRECTOR. CONSIDERATIONS ARE THE ANNUAL 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 18 THE ORGANIZATION'S TAX FILINGS ARE AVAILABLE FOR VIEWING ON WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST.