Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| (A)
MISSOURI BAR |
446000796 | 6 | Yes | 23,664 | 0 | |
| Total 1 | 23,664 | 0 | ||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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...... | ||||||
| 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. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| 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. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| PART IV, SECTION A, LINE 2 | THE SUPPORTED ORGANIZATION IS THE MISSOURI BAR, AN AGENCY OF THE SUPREME COURT OF MISSOURI, THAT IS THE MANDATORY BAR FOR LAWYERS LICENSED IN THE STATE OF MISSOURI. THE MISSOURI BAR RECEIVES MORE THAN ONE-THIRD OF ITS SUPPORT IN EACH TAXABLE YEAR FROM MEMBER ENROLLMENT FEES FROM PERSONS OTHER THAN DISQUALIFIED PERSONS AND RECEIVES LESS THAN ONE-THIRD OF ITS SUPPORT EACH TAXABLE YEAR FROM GROSS INVESTMENT INCOME AND UNRELATED BUSINESS INCOME. |
| PART IV, SECTION D, LINE 3 | UNDER THE ARTICLES OF ASSOCIATION AND THE BYLAWS OF THE MISSOURI BAR FOUNDATION, THE MISSOURI BAR PRESIDENT AND THE CHIEF JUSTICE OF THE SUPREME COURT OF MISSOURI SERVE AS EX OFFICIO MEMBERS OF THE FOUNDATION BOARD. IN ADDITION, THE EXECUTIVE DIRECTOR OF THE MISSOURI BAR SERVES AS SECRETARY OF THE FOUNDATION. THE MISSOURI BAR AND THE MISSOURI BAR FOUNDATION HAVE A HISTORIC AND CONTINUING RELATIONSHIP OF OVER 60 YEARS, AND THE OFFICERS AND TRUSTEES OF THE FOUNDATION AND THE OFFICERS AND GOVERNORS OF THE MISSOURI BAR HAVE A CLOSE WORKING RELATIONSHIP. |
| PART IV, SECTION E, LINE 2A | THE SUPPORTED ORGANIZATION IS THE MISSOURI BAR, WHICH IS THE MANDATORY BAR FOR LAWYERS LICENSED IN THE STATE OF MISSOURI AND A QUASI-GOVERNMENTAL ORGANIZATION CREATED BY RULE 7 OF THE SUPREME COURT OF MISSOURI. THE PREAMBLE TO RULE 7 STATES "THAT IT IS THE 'RESPONSIBILITY OF THE MEMBERS OF THE BAR OF THIS COURT AND OF ALL LAWYERS WHO PRACTICE IN THE STATE OF MISSOURI' TO 'STRIVE AT ALL TIMES TO UPHOLD THE HONOR AND MAINTAIN THE DIGNITY OF THE PROFESSION AND TO IMPROVE NOT ONLY THE LAW BUT THE ADMINISTRATION OF JUSTICE'....IN RECOGNITION OF THAT PUBLIC OBLIGATION OWED BY THE LEGAL PROFESSION, THE COURT HEREBY PROMULGATES THIS RULE FOR THE PURPOSE OF AIDING THE LAWYERS OF MISSOURI IN THE PERFECTION OF A MEANS OF ORGANIZATION THAT WILL BEST AID THEM IN THE DISCHARGE OF THEIR RECOGNIZED PUBLIC DUTY." UNDER ITS ARTICLES OF ORGANIZATION, "THE MISSOUR BAR FOUNDATION IS ORGANIZED, AND AT ALL TIMES THEREAFTER, IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CONDUCT THE PURPOSES OF THE MISSOURI BAR." THE ARTICLES LIST THE FOLLOWING ENUMERATED PURPOSED, WHICH FURTHER THE MISSOUR BAR'S PURPOSES: 1. TO RELIEVE, AID AND ASSIST AS CHARITABLE ACTS DESERVING MEMBERS OF THE BAR WHO SHALL BE ILL, INCAPACITATED OR SUPERANNUATED AND IN NEED OF AID, OR THE DEPENDENTS OF DECEASED MEMBERS OF THE BAR WHO SHALL BE ILL, INCAPACITATED OR SUPERANNUATED AND IN NEED OF AID. 2. THE ADVANCEMENT OF THE SCIENCE OF JURISPRUDENCE AND RESEARCH THEREIN. 3. THE PROMOTION OF IMPROVEMENTS IN THE ADMINISTRATION OF JUSTICE AND EFFICIENCY OF JUDICIAL PROCEEDINGS AND DECISIONS. 4. THE ELEVATION OF JUDICIAL STANDARDS. 5. THE STUDY AND IMPROVEMENT OF LEGAL EDUCATION. 6. THE GRANTING OF SCHOLARSHIPS TO STUDENTS OF LAW. 7. THE PRESERVATION OF THE AMERICAN CONSTITUTIONAL FORM OF GOVERNMENT. 8. TO MAINTAIN LIBRARIES. 9. TO ACQUIRE, PRESERVE AND EXHIBIT RARE BOOKS AND DOCUMENTS, OBJECTS OF ART AND ITEMS OF HISTORICAL INTEREST HAVING LEGAL SIGNIFICANCE OR BEARING ON THE ADMINISTRATION OF JUSTICE. 10. TO ACT AS TRUSTEE OF ANY FUNDS OR PROPERTY THAT IT MAY RECEIVE UNDER SPECIFIC OR LIMITED GIFTS, GRANTS, DEVISES, BEQUESTS OR AGREEMENTS, AND TO RECEIVE, HOLD AND MANAGE THE SAME UNDER ANY TERMS AND CONDITIONS THEREIN IMPOSED WHICH ARE CLEARLY WITHIN THE OBJECTS ABOVE SET FORTH. 11. TO ACT AS TRUSTEE IN CONNECTION WITH ANY PLAN OF INSURANCE COVERAGE WHICH MAY BE IN FURTHERANCE OF THE OBJECTS AND PURPOSES OF THE CORPORATION. 12. TO ACQUIRE FOR SUCH PURPOSES SUCH REAL AND PERSONAL PROPERTY AS SHALL FROM TIME TO TIME, BE NECESSARY; TO OWN, HOLD, MORTGAGE, INVEST, REINVEST, SELL, CONVEY, LEASE AND MANAGE SUCH PROPERTY; TO BORROW MONEY, AND TO DO ANY AND ALL THINGS NECESSARY OR INCIDENT TO THE BEST ACCOMPLISHMENT OF ALL THE FOREGOING PURPOSES. THE MISSOURI BAR FOUNDATION IS RESPONSIVE TO THE MISSOURI BAR IN THAT, UNDER THE ARTICLES OF ASSOCIATION AND THE BYLAWS OF THE MISSOURI BAR FOUNDATION, THE MISSOURI BAR PRESIDENT AND THE CHIEF OF JUSTICE OF THE SUPREME COURT OF MISSOURI SERVE AS EX OFFICIO MEMBERS OF THE FOUNDATION BOARD. IN ADDITION, THE EXECUTIVE DIRECTOR OF THE MISSOURI BAR SERVES AS SECRETARY OF THE FOUNDATION. THE MISSOURI BAR AND THE MISSOURI BAR FOUNDATION HAVE A HISTORIC AND CONTINUING RELATIONSHIP OF OVER 60 YEARS, AND THE OFFICERS AND TRUSTEES OF THE FOUNDATION AND THE OFFICERS AND GOVERNORS OF THE MISSOURI BAR HAVE A CLOSE RELATIONSHIP. THAT SUBSTANTIALLY ALL OF THE MISSOURI BAR FOUNDATION'S ACTIVITIES DIRECTLY FURTHER THE MISSOURI BAR'S EXEMPT PURPOSES IS SUPPORTED BY A REVIEW OF THE FOUNDATION'S FINANCIAL RECORDS AND MEETING MINUTES. |
| PART IV, SECTION E, LINE 2B | THE SUPPORTED ORGANIZATION IS THE MISSOURI BAR, WHICH IS THE MANDATORY BAR FOR LAWYERS LICENSED IN THE STATE OF MISSOURI AND CREATED BY RULE 7 OF THE SUPREME COURT OF MISSOURI. THE PREAMBLE TO RULE 7 STATES "THAT IT IS THE 'RESPONSIBILITY OF THE MEMBERS OF THE BAR OF THIS COURT AND OF ALL LAWYERS WHO PRACTICE IN THE STATE OF MISSOURI' TO 'STRIVE AT ALL TIMES TO UPHOLD THE HONOR AND MAINTAIN THE DIGNITY OF THE PROFESSION AND TO IMPROVE NOT ONLY THE LAW BUT THE ADMINISTRATION OF JUSTICE'....IN RECOGNITION OF THAT PUBLIC OBLIGATION OWED BY THE LEGAL PROFESSION, THE COURT HEREBY PROMULGATES THIS RULE FOR THE PURPOSE OF AIDING THE LAWYERS OF MISSOURI IN THE PERFECTION OF A MEANS OF ORGANIZATION THAT WILL BEST AID THEM IN THE DISCHARGE OF THEIR RECOGNIZED PUBLIC DUTY." UNDER ITS ARTICLES OF ORGANIZATION, "THE MISSOURI BAR FOUNDATION IS ORGANIZED, AND AT ALL TIMES THEREAFTER, IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CONDUCT THE PURPOSES OF THE MISSOURI BAR." THE ARTICLES LIST ENUMERATED PURPOSES, DETAILED IN THE RESPONSE TO 2A ABOVE, WHICH FURTHER THE MISSOURI BAR'S PURPOSES AND WHICH WOULD HAVE BEEN ENGAGED IN BY THE MISSOURI BAR BUT FOR THE FOUNDATION'S INVOLVEMENT. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE BYLAWS PROVIDE THAT MEMBERSHIP IS LIMITED TO MEMBERS IN GOOD STANDING OF THE STATE BAR OF MISSOURI AND MEMBERSHIP IS DIVIDED INTO THE FOLLOWING CLASSES: LIFE MEMBERS OR FELLOWS, WHICH INCLUDES FELLOWS, LIFE FELLOWS, SUSTAINING LIFE FELLOWS, AND THE GRANDFATHER PROVISION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BYLAWS PROVIDE FOR AN ANNUAL MEETING OF THE MEMBERS FOR THE ELECTION OF TRUSTEES AND OTHER BUSINESS. AT THE ANNUAL MEETING OF THE MEMBERS, TRUSTEES SHALL BE ELECTED BY THE MEMBERS TO HOLD OFFICE FOR FIVE YEARS OR UNTIL THEIR SUCCESSOR OR SUCCESSORS ARE ELECTED. FURTHER, THE BOARD OF TRUSTEES SHALL APPOINT ONE TRUSTEE WHO IS UNDER THIRTY-SIX YEARS OF AGE OR WHO HAS BEEN ADMITTED TO THE PRACTICE OF LAW FOR LESS THAN TEN YEARS, AT THE TIME OF SUCH APPOINTMENT. A MAJORITY VOTE OF THE MEMBERS PRESENT AND VOTING SHALL BE NECESSARY FOR ELECTION. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 WAS PROVIDED TO ALL BOARD MEMBERS PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS EVALUATE ANNUALLY ANY CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE OFFICE OF THE SECRETARY AND ARE AVAILABLE FOR INSPECTIONS BY THE PUBLIC UPON REQUEST. |
| FORM 990 PART VII, LINE 2 | SEBRINA BARRETT IS EMPLOYED BY THE MISSOURI BAR (44-6000796), A RELATED ENTITY, FOR FORTY OR MORE HOURS WEEKLY. HER SALARY IS PAID BY THE MISSOURI BAR. |
| FORM 990, PART XII, LINE 1 | THE ORGANIZATION USES THE MODIFIED CASH METHOD OF ACCOUNTING. |
| FORM 990, PART IV, LINE 12 | THE FOUNDATION OBTAINS INDEPENDENT AUDITED FINANCIAL STATEMENTS PREPARED ON THE MODIFIED CASH METHOD OF ACCOUNTING. |
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