2023-11-09T09:57:33-06:00 2022-12-31 431126847 WILLIAMS-KEEPERS LLC 3220 WEST EDGEWOOD SUITE E JEFFERSON CITY MO 65109 990 2022-01-01 431355525 MISSOURI LAWYER TRUST ACCOUNT FOUNDATION MISS 5736348117 398 DIX ROAD SUITE 203 JEFFERSON CITY MO 65109 DENISE BROWN EXECUTIVE DIRECTOR 5736348117 2023-10-24 1 DENISE BROWN 999009999 0 TROY D NORTON P00048944 5736356196 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SANDER SOWERS 398 DIX ROAD SUITE 203 JEFFERSON CITY MO 65109 1285328 0 X WWW.MOIOLTA.ORG X 1984 MO TO PROVIDE CIVIL LEGAL SERVICES TO THE POOR, IMPROVE THE ADMINISTRATION OF JUSTICE, AND PROMOTE OTHER PROGRAMS FOR THE BENEFIT OF THE PUBLIC AS ARE SPECIFICALLY APPROVED FROM TIME TO TIME BY THE SUPREME COURT OF MISSOURI FOR EXCLUSIVELY PUBLIC PURPOSES. 13 13 2 0 0 0 0 0 654765 1255548 62513 14182 0 0 717278 1269730 2409394 1908770 0 0 240452 230865 0 0 0 55598 61624 2705444 2201259 -1988166 -931529 2247333 1315804 0 0 2247333 1315804 TO PROVIDE CIVIL LEGAL SERVICES TO THE POOR, TO IMPROVE THE ADMINISTRATION OF JUSTICE; AND TO PROMOTE OTHER PROGRAMS FOR THE BENEFIT OF THE PUBLIC AS ARE APPROVED BY THE SUPREME COURT OF MISSOURI. 0 0 1918070 1872770 1255548 TO PROVIDE FUNDING FOR PROJECTS WHICH BENEFIT THE CITIZENS OF MISSOURI BY PROVIDING CIVIL LEGAL ASSISTANCE TO THE POOR. 36872 36001 TO PROVIDE FUNDING FOR PROJECTS TO IMPROVE THE ADMINISTRATION OF JUSTICE AND TO PROMOTE OTHER PROGRAMS FOR THE BENEFIT OF THE PUBLIC AS SPECIFICALLY APPROVED BY THE MISSOURI SUPREME COURT. 1954942 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 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 0 0 1 6 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 0 1 1 0 X DENISE BROWN EXECUTIVE DIRECTOR 5736348117 398 DIX ROAD SUITE 203 JEFFERSON CITY MO 65109 MIKE CHERBA PRESIDENT 1.00 X X 0 0 0 EMMA SCHUERING VICE-PRESIDENT 0.25 X X 0 0 0 JOSEPH C BLANTON JR SECRETARY/TREASURER 0.25 X X 0 0 0 HEATHER HAYS MEMBER AT LARGE 0.25 X 0 0 0 MEGHAN LITECKY MEMBER 0.25 X 0 0 0 CHRISTINA DEVINE MEMBER 0.25 X 0 0 0 TERESA GRANTHAM FIESTER MEMBER 0.25 X 0 0 0 CRAIG MOORE MEMBER 0.25 X 0 0 0 REBECCA NICKELSON MEMBER 0.25 X 0 0 0 RONALD NGUYEN MEMBER 0.25 X 0 0 0 TED MCKNIGHT MEMBER 0.25 X 0 0 0 DAVID WIELAND MEMBER 0.25 X 0 0 0 MATT DAMERON MEMBER 0.25 X 0 0 0 DENISE BROWN EXECUTIVE DIRECTOR 40.00 X 110000 0 27152 110000 0 27152 1 0 0 0 0 IOLTA TRUST INCOME 900099 1255548 1255548 1255548 19382 19382 10398 15598 -5200 -5200 -5200 1269730 1255548 0 14182 1908770 1908770 137152 27430 109722 59040 11808 47232 8856 1771 7085 12945 2589 10356 12872 2574 10298 12425 12425 25891 25891 6091 6091 3406 3406 MISCELLANEOUS 7378 7378 CERTIFICATION REPORT 6000 6000 DUES & MEMBERSHIPS 433 433 2201259 1954942 246317 0 41 65 2061878 1119934 185414 195805 2247333 1315804 0 0 X 777057 1146933 1470276 168871 2247333 1315804 2247333 1315804 -931529 0 X X 0 1 X 1 0 X 1146000 1896149 1058429 654765 1255548 6010891 1146000 1896149 1058429 654765 1255548 6010891 0 0 0 6010891 64517 115965 100355 58618 19382 358837 64517 115965 100355 58618 19382 358837 1210517 2012114 1158784 713383 1274930 6369728 0.94370 0.93730 0.05630 0.06270 X 0 MARKETABLE SECURITIES:GINNIE MAES:C 411 C MARKETABLE SECURITIES:STIFEL NICOLA 132867 C MARKETABLE SECURITIES:STIFEL NICOLA 62527 C 195805 1269730 0 1269730 0 1269730 0 0 0 0 0 1 LEGAL SERVICES OF EASTERN MISSOURI 4232 FOREST PARK AVENUE ST LOUIS MO 63108 430816805 501(C)(3) 0 585826 TO SUPPORT THE GENERAL MISSION OF LEGAL AID TO THE POOR. LEGAL AID OF WESTERN MISSOURI 1125 GRAND BLVD SUITE 1900 KANSAS CITY MO 64106 430824638 501(C)(3) 0 585350 TO SUPPORT THE GENERAL MISSION OF LEGAL AID TO THE POOR. LEGAL SERVICES OF SOUTHERN MISSOURI 2872 S MEADOWBROOK SPRINGFIELD MO 65807 431106228 501(C)(3) 0 556552 TO SUPPORT THE GENERAL MISSION OF LEGAL AID TO THE POOR. MID-MISSOURI LEGAL SERVICES 205 EAST FOREST AVENUE COLUMBIA MO 65203 431122012 501(C)(3) 0 145042 TO SUPPORT THE GENERAL MISSION OF LEGAL AID TO THE POOR. ST LOUIS BAR FOUNDATION 720 OLIVE STREET SUITE 2900 ST LOUIS MO 63101 430813495 501(C)(3) 0 10667 TO SUPPORT THE ONGOING EFFORTS OF THE RESOURCE CENTER FOR LAW-RELATED EDUCATION IN THE ST. LOUIS AREA. KANSAS CITY BAR FOUNDATION 1125 GRAND BLVD SUITE 400 KANSAS CITY MO 64106 431179222 501(C)(3) 0 10667 TO SUPPORT THE EFFORTS OF THE LAWYERS FOR CHILDREN DOMESTIC VIOLENCE PROJECT OF THE KANSAS CITY BAR FOUNDATION. SPRINGFIELD BAR FOUNDATION 1615D S INGRAM MILL RD SPRINGFIELD MO 65804 300069328 501(C)(3) 0 10666 TO SUPPORT THE IMPROVEMENT OF THE LEGAL PROFESSION AND BETTERING THE COMMUNITY THROUGH SERVICE, EDUCATION, AND VOLUNTEERISM. PART I, LINE 2: THE FOUNDATION MAINTAINS APPLICATIONS, PROGRESS REPORTS, AND A FINAL REPORT ON EACH GRANT AWARDED. IN ADDITION, EACH RECIPIENT MUST PROVIDE AUDIT REPORTS FOR THE APPLICABLE PERIOD. THE EXECUTIVE DIRECTOR REVIEWS ALL APPLICATIONS TO ENSURE THEY MEET THE CRITERIA SPECIFIED IN THE GRANT APPLICATION. THOSE WHO MEET THE CRITERIA ARE FORWARDED TO THE FULL BOARD AND THE FACTORS CONSIDERED BY THE BOARD IN MAKING AWARDS ARE INCLUDED IN THE MINUTES OF THE MEETING WHERE SUCCESSFUL RECIPIENTS ARE CHOSEN. 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 11B THE EXECUTIVE COMMITTEE REVIEWS THE 990 BEFORE IT IS FILED. THE GOVERNING BODY IS PROVIDED THE FILING AFTERWARD. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE DIRECTOR REVIEWS THE COMPLETED FORMS AND MONITORS PENDING BUSINESS MATTERS. ANY POTENTIAL CONFLICTS ARE DISCLOSED TO THE PRESIDENT AND ANNOUNCED AT THE MEETING IN WHICH SUCH MATTERS ARE BEFORE THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD PRESIDENT IS PROVIDED THE ANNUAL SURVEY OF COMPENSATION FOR NATIONAL IOLTA DIRECTORS PERFORMED BY AN INDEPENDENT RESOURCE. THAT INFORMATION IS THEN USED BY THE BOARD IN DETERMINING RELEVANT SALARY MATTERS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE AUDITOR SELECTION AND REVIEW PROCESS FROM THE PREVIOUS YEAR. 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.