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HOUSTON BAR FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HOUSTON BAR FOUNDATION (EIN 76-0029594)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-04-22
IRS object ID
202641129349302064
Schema version
2024v5.5
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)
Return2026-04-22T18:22:55-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

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 Begin2024-07-01TaxPeriodBeginDt

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)
PersonBenny Agosto JrPersonNm
Person TitleChairPersonTitleTxt
Phone7137591133PhoneNum
Signature2026-04-22SignatureDt
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
Preparation2026-04-22PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBenny Agosto JrPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 Louisiana St 3600AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,824,842GrossReceiptsAmt
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$1,675,363PYContributionsGrantsAmt
CY Contributions Grants$1,107,568CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$608,208PYInvestmentIncomeAmt
CY Investment Income$1,263,047CYInvestmentIncomeAmt
PY Other Revenue$143,605PYOtherRevenueAmt
CY Other Revenue$246,059CYOtherRevenueAmt
PY Total Revenue$2,427,176PYTotalRevenueAmt
CY Total Revenue$2,616,674CYTotalRevenueAmt
PY Grants And Similar Paid$1,227,071PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,864,208CYGrantsAndSimilarPaidAmt
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$18,548CYTotalFundraisingExpenseAmt
PY Other Expenses$204,765PYOtherExpensesAmt
CY Other Expenses$178,957CYOtherExpensesAmt
PY Total Expenses$1,521,836PYTotalExpensesAmt
CY Total Expenses$2,133,165CYTotalExpensesAmt
PY Revenues Less Expenses$905,340PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$483,509CYRevenuesLessExpensesAmt
Total Assets BOY$24,272,136TotalAssetsBOYAmt
Total Assets EOY$26,263,580TotalAssetsEOYAmt
Total Liabilities BOY$1,120,847TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,084,341TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$23,151,289NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$25,179,239NetAssetsOrFundBalancesEOYAmt
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$1,888,467ExpenseAmt
Grant$1,864,208GrantAmt
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$1,888,467TotalProgramServiceExpensesAmt
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 Document5IRPDocumentCnt
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 CEOYes (1)CompensationProcessCEOInd
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

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Sara Keith
Chair4.000.00Yes (X)Yes (X)$0$0$0
Benny Agosto Jr
Chair Elect2.000.00Yes (X)Yes (X)$0$0$0
Alistair Dawson
Vice Chair thru 2/20251.000.00Yes (X)Yes (X)$0$0$0
Jennifer Hasley
Vice Chair1.000.00Yes (X)Yes (X)$0$0$0
Christopher Northcutt
Treasurer1.000.00Yes (X)Yes (X)$0$0$0
Richard Whiteley
Treasurer thru 2/20251.000.00Yes (X)Yes (X)$0$0$0
Linda Hester
Immediate Past Chair2.000.00Yes (X)Yes (X)$0$0$0
Monica Karuturi
Past Chair thru 2/20251.000.00Yes (X)Yes (X)$0$0$0
Sejal Brahmbhatt
Director1.000.00Yes (X)$0$0$0
Mindy Davidson
Director1.000.00Yes (X)$0$0$0
Andrew Edelman
Director2.000.00Yes (X)$0$0$0
Hon Mike Engelhart
Director1.000.00Yes (X)$0$0$0
Holly Chastain Nini
Director1.000.00Yes (X)$0$0$0
Stephanie Noble
Director1.002.00Yes (X)$0$0$0
Denise Scofield
Director1.000.00Yes (X)$0$0$0
Krisina Zuniga
Director1.000.00Yes (X)$0$0$0
Vinh Ho
Executive Director10.0040.00Yes (X)$0$131,777$11,247
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$131,777TotReportableCompRltdOrgAmt
Total Other Compensation$11,247TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$865,691FundraisingAmt
Related Organizations$116,451RelatedOrganizationsAmt
All Other Contributions$125,426AllOtherContributionsAmt
Total Contributions$1,107,568TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$654,769TotalRevenueColumnAmt
Exclusion$654,769ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,352,740SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,744,462SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$608,278SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$608,278TotalRevenueColumnAmt
Exclusion$608,278ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$709,765FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$865,691ContriRptFundraisingEventAmt
Fundraising Direct Expenses$463,706FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$246,059TotalRevenueColumnAmt
Exclusion$246,059ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,616,674TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,509,106ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,864,208TotalAmt
Program Services$1,864,208ProgramServicesAmt

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$15,192TotalAmt
Management And General$15,192ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$113,433TotalAmt
Management And General$113,433ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$35TotalAmt
Management And General$35ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$10,481TotalAmt
Program Services$407ProgramServicesAmt
Fundraising$10,074FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,490TotalAmt
Management And General$7,490ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$32,326TotalAmt
Program Services$23,852ProgramServicesAmt
Fundraising$8,474FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,133,165TotalAmt
Program Services$1,888,467ProgramServicesAmt
Management And General$226,150ManagementAndGeneralAmt
Fundraising$18,548FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$218,843BOYAmt
EOY$325,341EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$323,941BOYAmt
EOY$32,435EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$473,804BOYAmt
EOY$507,989EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$15,823EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$15,428BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$23,240,120BOYAmt
EOY$25,381,992EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$24,272,136BOYAmt
EOY$26,263,580EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$121,012EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$383,932BOYAmt
EOY$63,288EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$3,045BOYAmt
EOY$2,513EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$733,870BOYAmt
EOY$897,528EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,120,847BOYAmt
EOY$1,084,341EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$20,174,332BOYAmt
EOY$22,439,907EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,976,957BOYAmt
EOY$2,739,332EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,151,289BOYAmt
EOY$25,179,239EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,272,136BOYAmt
EOY$26,263,580EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$483,509ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,544,441NetUnrlzdGainsLossesInvstAmt
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$1,314,400CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,199,403CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,403,515CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,675,363CurrentTaxYearMinus1YearAmt
Current Tax Year$1,107,568CurrentTaxYearAmt
Total$6,700,249TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,314,400CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,199,403CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,403,515CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,675,363CurrentTaxYearMinus1YearAmt
Current Tax Year$1,107,568CurrentTaxYearAmt
Total$6,700,249TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$531,749SubstantialContributorsTotAmt
Public Support Total170$6,168,500PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$400,827CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$541,614CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$593,278CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$603,789CurrentTaxYearMinus1YearAmt
Current Tax Year$654,769CurrentTaxYearAmt
Total$2,794,277TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$143,605CurrentTaxYearMinus1YearAmt
Current Tax Year$246,059CurrentTaxYearAmt
Total$389,664TotalAmt
FieldValueIRS element (for citing)
Total Support$9,884,190TotalSupportAmt
Public Support CY1700.62410PublicSupportCY170Pct
Public Support PY1700.66850PublicSupportPY170Pct
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$2,034,307BeginningYearBalanceAmt
Contributions$2,521ContributionsAmt
Investment Earnings Or Losses$223,305InvestmentEarningsOrLossesAmt
End Year Balance$2,260,133EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.73080PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.26920TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Due to affiliate$52,528
Grant payable to Houston Volunteer Lawyers$845,000
FieldValueIRS element (for citing)
Total Liability$897,528TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$4,047,682TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,544,441NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,544,441RevenueNotReportedAmt
Revenue Subtotal$2,503,241RevenueSubtotalAmt
Investment Expenses Not Incld$113,433InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$113,433RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,616,674TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,019,732TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,019,732ExpensesSubtotalAmt
Investment Expenses Not Incld2$113,433InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$113,433ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,133,165TotalExpensesPerForm990Amt

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$1,077,240GrossReceiptsEvent1Amt
Charitable Contri Event1$781,590CharitableContriEvent1Amt
Gross Revenue Event1$295,650GrossRevenueEvent1Amt
Rent Facility Costs Event1$185,518RentFacilityCostsEvent1Amt
Event2Bench Bar ConfEvent2Nm
Gross Receipts Event2$152,696GrossReceiptsEvent2Amt
Charitable Contri Event2$43,996CharitableContriEvent2Amt
Gross Revenue Event2$108,700GrossRevenueEvent2Amt
Rent Facility Costs Event2$102,958RentFacilityCostsEvent2Amt
Other Events Total6OtherEventsTotalCnt
Gross Receipts Other Events$345,520GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$40,105CharitableContriOtherEventsAmt
Gross Revenue Other Events$305,415GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$80,008RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$4,931FoodAndBeverageOtherEventsAmt
Entertainment Other Events$14,100EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$76,191OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,575,456GrossReceiptsTotalAmt
Charitable Contributions Tot$865,691CharitableContributionsTotAmt
Gross Revenue Total Events$709,765GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$368,484RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$4,931FoodAndBeverageTotalEventsAmt
Entertainment Total Events$14,100EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$76,191OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$463,706DirectExpenseSummaryEventsAmt
Net Income Summary$246,059NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (5 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)$1,645,000$0Pro bono legal services
The Center for Pursuit
4400 Harrisburg BlvdHoustonTX77011741272417501(c)(3)$128,751$0Program support
Houston Habitat for Humanity
3750 N McCartyHoustonTX77029760207084501(c)(3)$51,238$0Program support
Harris County Jury Assembly
1201 Congress StHoustonTX77002Gov't$24,500$0Jury assembly room improvements
HAY Center Foundation
8915 Knight RoadHoustonTX77054475122077501(c)(3)$10,000$0Program support
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt

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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 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 B, line 15aThe Executive Director is employed by the Houston Bar Association, a related organization. The 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.
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$116,451Cash
Houston Bar Association
P$90,000Cash