2016-01-11T08:02:51-08:00 2015-05-31 Dunagan Jack LLP 3724 Jefferson Street Suite 307 Austin TX 78731 990 2014-06-01 746074796 Texas Bar Foundation TEXA 5124808000 515 Congress Avenue Austin TX 78701 Jeanne Collins Chair 2016-01-11 true Gary Joseph Jack P00184408 5124208997 X 2014 2016-04-25 22:37:26Z Andrea Stone 515 Congress Ave Ste 1755 Austin TX 78701 8744217 false false X www.txbf.org X 1965 TX The Foundation solicits charitable contributions and provides funding to enhance the rule of law and the system of justice in Texas. 17 17 0 243 0 1291075 1327501 0 1537203 1300407 149308 129897 2977586 2757805 732678 912098 0 0 0 142115 913475 950958 1646153 1863056 1331433 894749 25649179 26230137 146934 177668 25502245 26052469 The Foundation solicits charitable contributions and provides funding to enhance the rule of law and the system of justice in Texas, especially for programs that relate to the administration of justice; ethics in the legal profession; legal assistance for the needy; the encouragement of legal research, publications & forums; and the education of the public. false false 1108902 912098 The Foundation makes grants to enhance the rule of law and the system of justice in Texas, especially programs for administration of justice; ethics in the legal profession; legal assistance for the needy; legal research, publications & forums; and education of the public. 1108902 true true false false false false false false false true true false false false true false true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false true false false true false true 11 0 true 0 false false false false false false false true true false 0 false false false false false false false false false false X 17 17 false false false false false true false true true false false true true true true true true true true false X X Andrea Stone 5124808000 515 Congress Avenue Suite 1755 Austin TX 78701 Tim Mountz Chairman 4.00 0.00 X X 0 0 0 Jeanne Collins Chair Elect 4.00 0.00 X X 0 0 0 FR Files Jr Sec/Treasurer 4.00 0.00 X X 0 0 0 G Thomas Vick Jr Past Chair 4.00 0.00 X 0 0 0 Wendy Burgower Trustee 3.00 0.00 X 0 0 0 Dustin Burrows Trustee 3.00 0.00 X 0 0 0 Lorena Castillo Trustee 3.00 0.00 X 0 0 0 David Copeland Trustee 3.00 0.00 X 0 0 0 Shannon Dacus Trustee 3.00 0.00 X 0 0 0 Harper Estes Trustee 3.00 0.00 X 0 0 0 Marjorie Hass Trustee 3.00 0.00 X 0 0 0 Mike Heiskell Trustee 3.00 0.00 X 0 0 0 Roland Johnson Trustee 3.00 0.00 X 0 0 0 Kyle Lewis Trustee 3.00 0.00 X 0 0 0 Jo Ann Merica Trustee 3.00 0.00 X 0 0 0 Randall Sorrels Trustee 4.00 0.00 X 0 0 0 Melinda Wycoff Trustee 3.00 0.00 X 0 0 0 Andrea Stone Exec Director 40.00 0.00 X 0 126183 16963 126183 16963 0 false false false State Bar of Texas 1414 Colorado Street Austin TX 78701 TBF staff & support 366935 Luther King Capital Management 1301 S MoPac Expy 350 Austin TX 78746 Investment mgmt fees 126446 2 130000 1197501 1327501 0 482522 482522 0 0 0 6804297 5986412 817885 817885 817885 0 0 0 Annual dinner 120810 120810 Other revenues 9087 9087 129897 2757805 1430304 912098 912098 0 0 0 0 0 0 0 0 0 0 0 15150 15150 0 0 126446 126446 0 0 0 0 0 73306 16804 48099 8403 16081 725 10142 5214 0 54431 8165 40821 5445 0 0 3828 2450 804 574 0 SBOT reimbursement for staff 365935 110484 158309 97142 Annual dinner 101841 40736 50921 10184 Printing and Publications 46512 2138 37199 7175 Banking 41870 41870 105558 15302 82278 7978 1863056 1108902 612039 142115 X 198489 451032 1360760 487458 20000 10000 0 0 0 0 0 20763 10732 46943 29105 21666 17838 23784841 25020467 0 0 0 242660 232610 25649179 26230137 63246 37172 61240 109242 22448 31254 146934 177668 X 6719656 7254613 5066455 5054030 13716134 13743826 25502245 26052469 25649179 26230137 X 894749 -333730 -10795 X false true X true false X 1031187 1121522 1278933 1291075 1327501 6050218 0 0 1031187 1121522 1278933 1291075 1327501 6050218 0 6050218 394883 456206 476813 516771 482522 2327195 0 75870 89928 117749 149308 129897 562752 8940165 0.67670 0.67580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25083641 395692 839485 842776 25476042 22467636 399042 2841103 624140 25083641 18823144 103900 3698643 158051 22467636 20531379 91310 -1627474 172071 18823144 17346426 201095 3417721 433863 20531379 0.26290 0.53950 0.19760 false false false 8865 5260 3605 38078 23845 14233 17838 Due to State Bar of Texas 31254 31254 2286834 -333730 -10795 -344525 2631359 126446 126446 2757805 1736610 1736610 126446 126446 1863056 Part V, Line 4: Intended uses of the endowment fund. Endowment funds primarily comprise the general endowment fund that supports Texas Bar Foundation. true See Attachment A Various Various TX 78701 912098 0 Various 65 0 Form 990, Part VI, Line 11b: Form 990 Review Process The Audit Committee met via conference call with the CPA that prepared the Foundation's Form 990 to review the return. The draft was then distributed to the entire Board electronically. The entire Board had an opportunity to comment on the return before it was finalized and filed. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Conflict of Interest Policy: Members of the Board of Trustees of the Texas Bar Foundation have a fiduciary responsibility to the Texas Bar Foundation.* Board members acting in their official capacity must exercise their authority exclusively for the benefit of the Texas Bar Foundation and may not engage in activities to their own benefit which are detrimental to the Foundation.* Annually Board members shall disclose interests that could give rise to conflicts.* The Secretary/Treasurer is charged with monitoring compliance with the Conflict of Interest policy. The full Board is charged with enforcing compliance. Annually at the January Board meeting the Secretary/Treasurer will report on matters which may have arisen during the year. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management The Foundation's independent Board draws upon other board experience, business experience, discussions with other organizations, and any other sources considered necessary to determine compensation for the Executive Director and any other officers. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Certain other documents are available upon request. Other Changes In Net Assets Or Fund Balances - Other Decreases Change in cash surrender value = -$10795 State Bar of Texas 1414 Colorado Street Austin TX 78701 746000148 Administrative agency of the judicial branch in Texas. TX Gov't N/A false false false true false false false false false false false false false true false true true false false false State Bar of Texas c 130000 Cash tranx State Bar of Texas m 1000 Cash tranx State Bar of Texas o 365935 Cash tranx State Bar of Texas p 366935 Cash tranx