Attach to Form 990 or Form 990-EZ.
See separate instructions.| (i) Name of supported organization |
(ii) EIN |
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) |
(iv) Is the organization in col. (i) listed in your governing document? |
(v) Did you notify the organization in col. (i) of your support? |
(vi) Is the organization in col. (i) organized in the U.S.? |
(vii) Amount of support? |
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|---|---|---|---|---|---|---|---|---|---|
| Yes | No | Yes | No | Yes | No | ||||
| Total | |||||||||
| Calendar year(or fiscal year beginning in) | (a) 2006 | (b) 2007 | (c) 2008 | (d) 2009 | (e) 2010 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3.. | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public Support. Subtract line 5 from line 4. | ||||||
| Calendar year(or fiscal year beginning in) | (a) 2006 | (b) 2007 | (c) 2008 | (d) 2009 | (e) 2010 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. | ||||||
| 11 | Total support (Add lines 7 through 10). | ||||||






| Calendar year(or fiscal year beginning in) | (a) 2006 | (b) 2007 | (c) 2008 | (d) 2009 | (e) 2010 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | 1,368,367 | 1,548,798 | 2,346,024 | 1,276,152 | 1,073,744 | 7,613,085 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | 1,368,367 | 1,548,798 | 2,346,024 | 1,276,152 | 1,073,744 | 7,613,085 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | 0 | |||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | 0 | |||||
| c | Add lines 7a and 7b.. | 0 | |||||
| 8 | Public Support (Subtract line 7c from line 6.) | 7,613,085 | |||||
| Calendar year (or fiscal year beginning in) | (a) 2006 | (b) 2007 | (c) 2008 | (d) 2009 | (e) 2010 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 1,368,367 | 1,548,798 | 2,346,024 | 1,276,152 | 1,073,744 | 7,613,085 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 38,471 | 56,448 | 63,882 | 48,571 | 39,296 | 246,668 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 38,471 | 56,448 | 63,882 | 48,571 | 39,296 | 246,668 |
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) | ||||||
| 13 | Total support (Add lines 9, 10c, 11 and 12.). | 1,406,838 | 1,605,246 | 2,409,906 | 1,324,723 | 1,113,040 | 7,859,753 |




| Facts And Circumstances Test |
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| Explanation |
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Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
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| FORM 990, PART VI, SECTION A, LINE 7A | EXCEPT FOR ONE NON-ATTORNEY DIRECTOR, ALL DIRECTORS MUST BE LICENSED LAWYERS PRACTICING IN MISSOURI. SIX DIRECTORS ARE APPOINTED BY THE PRESIDENT OF THE MISSOURI BAR. TWO EACH MUST BE RESIDENTS OF OR MAINTAIN AN OFFICE FOR THE PRACTICE OF LAW WITHIN THE FOLLOWING GEOGRAPHIC AREAS: KANSAS CITY, MISSOURI OR JACKSON COUNTY MISSOURI; ST LOUIS CITY OR ST LOUIS COUNTY; AND THE GEOGRAPHICAL AREA OUTSIDE THE FOREGOING AREAS. TWO DIRECTORS WHO ARE RESIDENTS OF OR WHO MAINTAIN AN OFFICE FOR THE PRACTICE OF LAW WITHIN KANSAS CITY, MISSOURI, OR JACKSON COUNTY ARE APPOINTED BY THE KANSAS CITY BAR FOUNDATION. TWO DIRECTORS WHO ARE RESIDENTS OF OR WHO MAINTAIN AN OFFICE FOR THE PRACTICE OF LAW WITHIN ST LOUIS OR ST LOUIS COUNTY ARE APPOINTED BY THE ST LOUIS BAR FOUNDATION. THE BOARD OF GOVERNORS OF THE MISSOURI BAR APPOINTS ONE NON-ATTORNEY DIRECTOR FROM THE GENERAL POPULACE. VACANCIES ARE FILLED BY THE APPOINTING AUTHORITY RESPONSIBLE FOR THE APPOINTMENT OF THE MEMBER CREATING THE VACANCY. IF NO APPOINTMENT IS MADE, A VACANCY MAY BE FILLED BY A MAJORITY VOTE OF THE BOARD UNTIL THE EXPIRATION OF THE TERM OF THE DIRECTOR AS TO WHICH THE VACANCY HAS OCCURRED. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE DRAFT FORM 990 IS DISTRIBUTED TO AND REVIEWED BY THE BOARD OF DIRECTORS. THE BOARD PRESIDENT THEN AUTHORIZES THE EXECUTIVE DIRECTOR TO SIGN THE DOCUMENT UPON APPROVAL BY THE BOARD EXECUTIVE COMMITTEE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | DURING 2010, THE FOUNDATION ADOPTED A CONFLICT OF INTEREST POLICY WHICH PROVIDES FOR ANNUAL DISCLOSURES AND PERIODIC REVIEWS OF FINANCIAL TRANSACTIONS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROFESSIONAL ASSOCIATION FOR IOLTA PROGRAMS CONDUCTS A SALARY SURVEY AND ANALYSIS FOR PROGRAM DIRECTORS ON A PERIODIC BASIS. SUCH A SURVEY WAS COMPLETED AND REVIEWED BY THE BOARD OF DIRECTORS IN MARCH 2010. ALL MEMBERS OF THE BOARD ARE INDEPENDENT WITH RESPECT TO THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND DECISIONS ARE DOCUMENTED IN MINUTES AS WELL AS IN THE CONTRACT OF THE EXECUTIVE DIRECTOR. | |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. | |
| INDEPENDENT AUDIT | FORM 990, PART IV, LINE 12A: | THE MISSOURI LAWYER TRUST ACCOUNT FOUNDATION'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTANT ON THE CASH BASIS OF ACCOUNTING. |
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