2024-11-13T15:17:20-06:00 2023-12-31 431126847 WILLIAMS-KEEPERS LLC 3220 WEST EDGEWOOD SUITE E JEFFERSON CITY MO 65109 990 2023-01-01 446011930 MISSOURI BAR FOUNDATION MISS 5736354128 P O BOX 119 JEFFERSON CITY MO 65102 MISCHA BUFORD EPPS SECRETARY 5736354128 2024-11-06 1 1 KATHLEEN A GRAESSLE P00048898 5736356196 2023 2024-10-15 13:58:12Z MISCHA BUFORD EPPS P O BOX 119 JEFFERSON CITY MO 65102 742485 0 X WWW.MOBARFOUNDATION.ORG X 1950 MO TO PROMOTE THE ADMINISTRATION OF JUSTICE AND PROVIDE AWARDS AND SCHOLARSHIPS TO DESERVING PEOPLE IN THE LAW PROFESSION. 23 23 0 27 0 0 45620 57244 0 0 82127 103012 0 0 127747 160256 53638 53500 0 0 0 0 0 0 0 49612 73039 103250 126539 24497 33717 2774287 2808004 0 0 2774287 2808004 X 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; THE ADVANCEMENT OF THE SCIENCE OF JURISPRUDENCE AND RESEARCH THEREIN; THE PROMOTION OF IMPROVEMENTS IN THE ADMINISTRATION OF JUSTICE AND EFFICIENCY OF JUDICIAL PROCEEDINGS AND DECISIONS; THE ELEVATION OF JUDICIAL STANDARDS; THE STUDY AND IMPROVEMENT OF LEGAL EDUCATION; THE GRANTING OF SCHOLARSHIPS TO STUDENTS OF LAW; THE PRESERVATION OF THE AMERICAN CONSTITUTIONAL FORM OF GOVERNMENT; TO MAINTAIN LIBRARIES; 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. 0 0 34000 34000 GRANT PROGRAMS FOR INCREASING ACCESS TO RESEARCH AND IMPROVEMENT IN THE ADMINISTRATION OF JUSTICE, INCLUDING EDUCATION ON THE MISSOURI AND THE U.S. CONSTITUTIONS AND SUPPORT TO THOSE WHO OFFER LEGAL ASSISTANCE TO THOSE WITH LOW INCOME, VETERANS, AND IMMIGRANTS. 20508 19500 AWARDS AND SCHOLARSHIPS - 1 SCHOLARSHIP WAS GRANTED TO ONE STUDENT FOR THE STUDY OF LAW; 13 CASH AWARDS WERE DISTRIBUTED TO VARIOUS INDIVIDUALS INVOLVED IN THE FIELD OF LAW IN ACCORDANCE WITH GUIDELINES ESTABLISHED FOR EACH OF THE NAMED AWARDS, AND OTHER AWARDS. 15876 160 COMMISSION ON RACIAL & ETHNIC FAIRNESS FUND (CREF) - THE CREF SUPPORTS THE EFFORTS OF THE FOLLOWING: IDENTIFY ANY BARRIERS TO ACCESS AND FAIRNESS IN THE JUDICIAL SYSTEMS AND LEGAL PROFESSION AND RECOMMEND MEASURES TO REDUCE OR ELIMINATE SUCH BARRIERS; REVIEW AND SUGGEST REVISIONS TO APPLICABLE CONSTITUTIONAL PROVISIONS, STATUTES, OR RULINGS; SEEK PUBLIC INPUT AND ENGAGEMENT ON RACIAL AND ETHNIC FAIRNESS ISSUES; COLLABORATE AND PARTICIPATE IN THE "MINORITY COMMUNITY ENGAGEMENT" PROJECT WITH THE NATIONAL CENTER FOR STATE COURTS AND NATIONAL CONSORTIUM ON RACIAL AND ETHNIC FAIRNESS IN THE COURTS; CONDUCT SURVEY AND STUDY ADDITIONAL RESEARCH REGARDING RACIAL AND ETHNIC EQUITY IN THE JUSTICE SYSTEM AND LEGAL PROFESSION; RECOMMEND MEASURES TO ENHANCE RACIAL AND ETHNIC DIVERSITY IN THE SELECTION, RETENTION, AND PROMOTION OF JUDICIAL OFFICERS,COURT STAFF, AND PROFESSIONALS IN THE LEGAL COMMUNITY; AND COMMEND MEASURES TO ENHANCE UNDERSTANDING OF THE PRACTICES, PROCEDURES AND PROPER ROLE OF THE STATE COURTS. 70384 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X MISCHA BUFORD EPPS 5736354128 326 MONROE STREET JEFFERSON CITY MO 65102 X LYNN ANN WHALEY VOGEL PRESIDENT (1/1 TO 9/13), TRUSTEE FROM 9/14 1.00 X X 0 0 0 KARL W BLANCHARD JR TRUSTEE 0.80 X 0 0 0 MICHAEL E GARDNER TRUSTEE 0.80 X 0 0 0 WENDY E GARRISON TRUSTEE 0.80 X 0 0 0 MICHAEL R LEAMER TRUSTEE 0.80 X 0 0 0 DOUGLASS F NOLAND TRUSTEE 0.80 X 0 0 0 CHRISTOPHER P RACKERS TREASURER 1.00 X X 0 0 0 KEVIN EJ REGAN TRUSTEE 0.80 X 0 0 0 MARCO A ROLDAN TRUSTEE 0.80 X 0 0 0 DANIEL E SCOTT TRUSTEE 0.80 X 0 0 0 HEIDI DOERHOFF VOLLET VICE PRESIDENT (1/1 TO 9/13),PRESIDENT FROM 9/14 1.00 X X 0 0 0 DOROTHY L WHITE-COLEMAN TRUSTEE (1/1 TO 9/13) 0.80 X 0 0 0 LAUREN TUCKER MCCUBBIN EX-OFFICIO (1/1 TO 9/13) 0.80 5.00 X 0 1295 0 PAUL C WILSON EX-OFFICIO (1/1 TO 9/13) 0.80 X 0 0 0 HA SKIP WALTHER TRUSTEE 0.80 X 0 0 0 APOLLO D CAREY TRUSTEE 0.80 X 0 0 0 LISA W HARDWICK TRUSTEE 0.80 X 0 0 0 CRAIG A SMITH TRUSTEE 0.80 X 0 0 0 RAYMOND E WILLIAMS TRUSTEE (1/1 TO 9/13), VICE PRESIDENT FROM 9/14 0.80 X X 0 0 0 MARY R RUSSELL EX-OFFICIO FROM 9/14 0.80 X 0 0 0 MEGAN E PHILLIPS EX-OFFICIO FROM 9/14 0.80 5.00 X 0 2342 0 MATTHEW E DEPAZ TRUSTEE 0.80 X 0 0 0 DEBORAH K DODGE TRUSTEE 0.80 X 0 0 0 WILLIS I TONEY TRUSTEE 0.80 X 0 0 0 AMY COLLIGNON GUNN TRUSTEE FROM 6/12 0.80 X 0 0 0 PATRICK K ROBB TRUSTEE FROM 6/12 0.80 X 0 0 0 MISCHA BUFORD EPPS SECRETARY 5.00 50.00 X 0 196411 45963 0 200048 45963 0 0 1 0 0 57244 57244 87213 87213 598028 582229 15799 15799 15799 160256 0 0 103012 X 34000 34000 19500 19500 8480 8480 11221 11221 15876 15876 1183 1183 2385 2385 4985 4985 OFFICE EXPENSE REIMBURS 27500 27500 AWARDS AND PLAQUES 1008 1008 CREDIT CARD FEES 230 230 BUSINESS REGISTRATION F 171 171 126539 70384 56155 0 552 1060 135941 201679 2601444 2568915 36350 36350 2774287 2808004 0 0 X 1474473 1486077 1299814 1321927 2774287 2808004 2774287 2808004 33717 0 X X 1 X 0 0 0 X X X 1 THE MISSOURI BAR 446000796 6 1 18000 0 1 18000 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION A, LINE 2 THE SUPPORTED ORGANIZATION IS THE MISSOURI BAR, AN INSTRUMENTALITY 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 73 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 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 ASSOCIATION, "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 PURPOSES, WHICH FURTHER THE MISSOUR BAR'S PURPOSES: 1. TO RECEIVE, HOLD, INVEST, REINVEST, AND EXPEND GIFTS, DONATIONS, BEQUESTS, DEVISES, MEMBERSHIP DUES AND CONTRIBUTIONS, TOGETHER WITH ALL INCOME THEREFROM; 2. TO PROMOTE THE ADVANCEMENT OF THE SCIENCE OF JURISPRUDENCE AND RESEARCH THEREIN; 3. TO PROMOTE AND IMPROVE THE ADMINISTRATION OF JUSTICE, JUDICIAL STANDARDS, AND JUDICIAL EFFICIENCY; 4. TO PROMOTE THE ADVANCEMENT OF LEGAL EDUCATION AND GRANTING OF SCHOLARSHIPS; 5. TO ELEVATE THE LEGAL PROFESSION AND TO INCREASE PUBLIC KNOWLEDGE AND UNDERSTANDING OF THE RULE OF LAW AND ITS IMPORTANCE; 6. TO RECOGNIZE AND ENCOURAGE EXEMPLARY LEGAL AND PUBLIC SERVICE AND FUND CHARITABLE ORGANIZATIONS, COMMUNITY PROJECTS OR LAW-RELATED ENDEAVORS CONSISTENT WITH THE CORPORATION'S PURPOSES; 7. TO PROMOTE AND PRESERVE THE CONSTITUTIONS OF THE STATE OF MISSOURI AND THE UNITED STATES OF AMERICA; 8. TO MAINTAIN LIBRARIES AND 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; 9. TO ACT AS TRUSTEE OF ANY FUNDS (INCLUDING INSURANCE PROCEEDS) 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; AND 10. TO ACQUIRE FOR THE FOREGOING PURPOSES AND POWERS 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 ACCOMPLISHMNT OF ALL THE FOREGOING. 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 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 73 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 ASSOCIATION, "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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1299814 15927 47822 25250 16386 1321927 1274177 14393 37204 25961 -1 1299814 1220245 15075 49500 10645 -2 1274177 1164687 13860 58483 17036 -251 1220245 1111542 11588 55100 11413 2130 1164687 0.17000 0.83000 0 0 0 160256 0 160256 0 160256 126539 0 126539 0 126539 PART V: ENDOWMENT FUNDS ENDOWMENT FUNDS HAVE BEEN ESTABLISHED FOR THE FOLLOWING PURPOSES: TO PROVIDE AN AWARD FOR RENDERING OUTSTANDING SERVICE TOWARD THE INCREASE AND DIFFUSION OF JUSTICE AMONG MEN AND FOR THE GENERAL PURPOSES OF THE FOUNDATION; FOR CHARITABLE ACTIVITES IN FURTHERING THE ADVANCEMENT OF THE LAW BY CARING FOR NEEDY INDIGENT LAWYERS; TO RECOGNIZE EXCEPTIONAL SKILLS IN THE COURTROOM; TO PROVIDE SCHOLARSHIPS FOR LAW STUDENTS FROM NORTHWEST MISSOURI; TO RECOGNIZE MISSOURI BAR MEMBERS WHO HAVE DEMONSTRATED PROFESSIONALISM AND ADVOCACY SKILLS; AND TO EDUCATE MISSOURI CITIZENS ON THE JUSTICE SYSTEM OF THE UNITED STATES AND MISSOURI CONSTITUTION, THE MISSOURI COURT SYSTEM, AND THE MISSOURI JUDICIAL SELECTION PROCESS. 1 THE MISSOURI BAR 326 MONROE STREET JEFFERSON CITY MO 65101 446000796 18000 0 SUPPORT FOR THE CITIZENSHIP EDUCATION DEPARTMENT'S SUMMER INSTITUTE AND THE LAWYERS ASSISTANCE PROGRAM CONFERENCE. LEGAL SERVICES OF SOUTHERN MISSOURI 809 NORTH CAMPBELL AVENUE SPRINGFIELD MO 65802 431106228 501(C)(3) 10000 0 GRANT ON BEHALF OF THE FOUR MISSOURI LEGAL AID PROGRAMS FOR STATEWIDE TRAINING LEGAL SERVICES OF EASTERN MISSOURI 4232 FOREST PARK AVENUE ST LOUIS MO 63108 430816805 501(C)(3) 6000 0 GRANT FOR THE EXPANSION OF TEACHER RESOURCES WEBPAGE & PROJECT AWARDS FOR OUTSTANDING LEGAL SERVICE AND SERVICE TO THE JUSTICE SYSTEM. 14 19500 PART I, LINE 2: THE BOARD TREASURER MAINTAINS A LEDGER DOCUMENTING THE SOURCE FOR APPROVAL OF ALL GRANTS. FOUNDATION BOARD MEMBERS WORK CLOSELY WITH GRANTEES ON THE NEED FOR AND PROGRESS OF GRANTS. ANY MEMBER OF THE MISSOURI BAR OR FOUNDATION MAY NOMINATE AWARD RECIPIENTS BASED ON THE CRITERIA FOR EACH AWARD AND THE FOUNDATION GOVERNING BOARD APPROVES RECIPIENTS. 0 0 0 0 0 0 0 0 0 MISCHA BUFORD EPPS SECRETARY 0 196411 0 0 0 0 0 14066 0 31897 0 242374 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE BOARD OF TRUSTEES OF THE CORPORATION UNDERTOOK A REVIEW OF THE CORPORATION'S ARTICLES OF ASSOCIATION AND DETERMINED THAT CHANGES WERE NEEDED TO REFINE THE CORPORATION'S POWERS, SPECIFY ITS MEMBERS, EXPAND THE BOARD SIZE AND GENERALLY UPDATE THE ARTICLES OF ASSOCIATION CONSISTENT WITH THE CORPORATION'S OPERATION. FORM 990, PART VI, SECTION B, LINE 11B 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 MISCHA BUFORD EPPS 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 IX, LINE 11G OUTSIDE CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 15,876. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,876. 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 OR REVIEWED FINANCIAL STATEMENTS PREPARED ON THE MODIFIED CASH METHOD OF ACCOUNTING. THE MISSOURI BAR 326 MONROE STREET JEFFERSON CITY MO 65101 446000796 ADVANCE THE SCIENCE OF JURISPRUDENCE AND PROMOTE ADMINISTRATION OF JUSTICE. MO 170(B)(1)(A)(V) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 THE MISSOURI BAR P 27500 TIME ALLOCATION THE MISSOURI BAR P 4059 ACTUAL COST THE MISSOURI BAR B 18000 ACTUAL COST