Louisville Bar Foundation Inc Endowment Fund is located in Louisville, KY. The organization was established in 1982. According to its NTEE Classification (I12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Crime & Legal-Related and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Louisville Bar Foundation Inc Endowment Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Louisville Bar Foundation Inc Endowment Fund generated $227.6k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 6.3% each year. All expenses for the organization totaled $203.7k during the year ending 12/2022. While expenses have increased by 2.8% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Louisville Bar Foundation Inc Endowment Fund has awarded 46 individual grants totaling $555,248. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO RAISE AND DISTRIBUTE FUNDS IN THE FORM OF GRANTS TO NOT-FOR-PROFIT ORGANIZATIONS IN THE LOUISVILLE AREA THAT PROVIDE LEGAL SERVICES TO THE POOR AND DISADVANTAGED, CONDUCT PROGRAMS TO EDUCATE CITIZENS ABOUT THE LAW, AND SUPPORT IMPROVEMENTS AND ACCESS TO THE JUSTICE SYSTEM.
Describe the Organization's Program Activity:
Part 3 - Line 4a
LEGAL AID SOCIETY - VETERANS LEGAL ASSISTANCE PROGRAM - LEGAL AID SOCIETY HAS A LONG TRADITION OF SERVING THE CIVIL LEGAL NEEDS OF LOW-INCOME INDIVIDUALS AND FAMILIES IN METRO LOUISVILLE. IT HAS TARGETED ITS SERVICES IN RECENT YEARS TO ASSIST VETERANS WITH CIVIL LEGAL NEEDS RELATING TO THEIR SERVICE OR IMPACTING THEIR ABILITY TO LEAD HEALTHY AND STABLE CIVILIAN LIVES. LBF FUNDS WILL SUPPORT A MEDICAL-LEGAL PARTNERSHIP (MLP) WITH THE U.S. DEPARTMENT OF VETERANS AFFAIRS (VA), ROBLEY REX VA MEDICAL CENTER (LOUISVILLE VAMC), AND THE UNIVERSITY OF LOUISVILLE, LOUIS D. BRANDEIS SCHOOL OF LAW (BRANDEIS SCHOOL OF LAW) THIS STRATEGIC PARTNERSHIP BRINGS ATTORNEYS AND LAW STUDENTS TOGETHER WITH LOUISVILLE VAMC MEDICAL PROFESSIONALS, INTEGRATING LEGAL ASSISTANCE INTO HEALTHCARE SERVICES TO ADDRESS SOCIO-ECONOMIC DETERMINANTS THAT ARE NEGATIVELY IMPACTING THE HEALTH AND WELLBEING OF LOW-INCOME VETERANS.
ACCESS JUSTICE - EXPUNGEMENT CLINICS: SINCE 2014, ACCESS JUSTICE HAS PROVIDED FREE LEGAL SERVICES THROUGH WEEKLY OR MONTHLY CLINICS TO LOW-INCOME INDIVIDUALS AND FAMILIES THROUGHOUT METRO LOUISVILLE. WITH A NETWORK OF OVER FORTY VOLUNTEER ATTORNEYS AND WITH AN OFFICE IN THE PORTLAND NEIGHBORHOOD, ACCESS JUSTICE'S LEGAL CLINICS EDUCATE PARTICIPANTS ON HOW TO RESOLVE A BROAD RANGE OF LEGAL PROBLEMS. LBF'S GRANT WILL PROVIDE FUNDS TO ALLOW ACCESS JUSTICE TO REACH AND SERVE INDIVIDUALS IN NEED OF EXPUNGEMENTS.
CATHOLIC CHARITIES OF LOUISVILLE - FEE WAIVER PROGRAM: CATHOLIC CHARITIES IMMIGRATION LEGAL SERVICES HELPS LOW-INCOME REFUGEES AND IMMIGRANTS LIVING IN KENTUCKY OBTAIN LEGAL ASSISTANCE. THE LBF GRANT WILL ALLOW REFUGEES AND IMMIGRANTS SOLVE IMMIGRATION AND/OR EMPLOYMENT STATUS ISSUES SO TO ACHIEVE OR MAINTAIN FINANCIAL STABILITY AND ECONOMIC INDEPENDENCE.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Jeffrey A Been Executive Director | Officer | 15 | $0 |
Philip C Eschels President | OfficerTrustee | 1 | $0 |
Gretchen C Avery President-Elect | OfficerTrustee | 1 | $0 |
Charles H Stopher Vice President & Treasurer | OfficerTrustee | 1 | $0 |
Sara V Judd Secretary | OfficerTrustee | 1 | $0 |
John E Selent Past President | OfficerTrustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $123,680 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $123,680 |
Total Program Service Revenue | $0 |
Investment income | $59,406 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $32,479 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $12,026 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $227,591 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $159,815 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $30,000 |
Compensation of current officers, directors, key employees. | $20,000 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $0 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $2,459 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $0 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $8,750 |
Fees for services: Other | $0 |
Advertising and promotion | $0 |
Office expenses | $0 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $0 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $254 |
Insurance | $0 |
All other expenses | $0 |
Total functional expenses | $203,738 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $62,589 |
Savings and temporary cash investments | $48,460 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $19,250 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $7,190 |
Net Land, buildings, and equipment | $3,540 |
Investments—publicly traded securities | $3,278,083 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $3,419,112 |
Accounts payable and accrued expenses | $16,500 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $16,500 |
Net assets without donor restrictions | $3,366,437 |
Net assets with donor restrictions | $36,175 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $3,419,112 |
Over the last fiscal year, Louisville Bar Foundation Inc Endowment Fund has awarded $125,315 in support to 9 organizations.
Grant Recipient | Amount |
---|---|
LEGAL AID SOCIETY INC PURPOSE: Veterans Legal Assistance Program: Legal Aid Society has a long tradition of serving the civil needs of low-income individuals and families in Metro Louisville. It has targeted its services in recent years to assist veterans with civil legal needs relating to their service or impacting their ability to lead healthy and stable civilian lives. LBF funds will support a medical-legal partnership (MLP) with the U.S. Department of Veterans Affairs (VA), Robley Rex VA Medical Center (Louisville VAMC), and the University of Louisville, Louis D. Brandeis School of Law (Brandeis School of Law). This strategic partnership brings attorneys and law students together with Louisville VAMC medical professionals, integrating legal assistance into healthcare services to address socio-economic determinants that are negatively impacting the health and wellbeing of low-income veterans | $30,000 |
CATHOLIC CHARITIES OF LOUISVILLE INC PURPOSE: Fee Waiver Program: Catholic Charities Immigration Legal Services helps low-income refugees and immigrants living in Kentucky obtain legal assistance. The LBF grant will allow refugees and immigrants solve immigration and/or employment status issues so to achieve or maintain financial stability and economic independence. | $15,000 |
LEGAL AID SOCIETY PURPOSE: Technology for West Louisville Office: In 2022, Legal Aid Society will expand its presence and services in West Louisville by establishing a neighborhood office at the Goodwill Opportunity Campus. The neighborhood office will bring poverty-law expertise and community-development together by providing individual legal representation to West Louisville residents and connecting with grassroots, aspiring nonprofit organizations who are working in the area to assist these organizations in community development and identify the legal avenues and solutions available to them to promote long-term change. The LBF grant will fund the purchase of technology to equip the West Louisville office. | $12,800 |
ACCESS JUSTICE PURPOSE: Expungement Clinics: Since 2014, Access Justice has provided free legal services through weekly or monthly clinics to low-income individuals and families throughout metro Louisville. With a network of over forty volunteer attorneys and with an office in the Portland neighborhood. Access Justice's legal clinics educate participants on how to resolve a broad range of legal problems . LBF's grant will provide funds to allow Access Justice to reach and serve individuals in need of expungements. | $15,000 |
FAMILY & CHILDREN'S PLACE PURPOSE: Child Advocacy Center: The Child Advocacy Center at the Family and Children's Place is the only facility of its kind in Kentucky providing services to child victims up to age 17 with compassionate, coordinated intervention and investigation of child sex abuse. The LBF grant will be used to pay expenses for a highly trained forensic interviewer to record a child's testimony and for lab kits used to gather and preserve evidence for later use at trial in prosecuting child sexual offenses. | $12,000 |
MOTHERS ESQUIRE INC PURPOSE: Printing Marketing of "My Mom, the Lawyer": Mothers Esquire is a local non-profit with a national network of over 7,500 members advocating for policies that promote gender equity in the legal profession and practices that encourage retention of attorney talent during caregiving years. LBF funds will support the printing and marketing of "My Mom, the Lawyer" - a book written and designed to help children understand the legal profession and varied roles that mothers play within the profession. | $11,515 |